Nat Stewart on X
@orrdavid I don't own $WEN but I do see a powerful upside potential. Perhaps I am biased as it has been my favorite burger fast food restaurant for 35+ years (the only one my parents let us go to when I was a kid😂).
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Nat Stewart on X
The funny part about the WSB action in $WEN is that they hit on a pretty compelling idea with a hugely skewed risk/reward. Thinking the bull case needs to be about "squeezing shorts" to "save Wendy's" or similar BS is absurd.
Nat Stewart on X
MHGU expects EBITDA gains from closing weak locations, breakfast opt-outs and $7.3 million of G&A cuts, contingent on improved Wendy’s management.
Nat Stewart on X
@waterboystocks DPZ looks interesting, but I have pizza covered with little Pizza Inn $RAVE. 100% franchised, zero debt, cash ~25% of market cap, potential for turnaround to transform into growth story next 1-2 years.
Nat Stewart on X
For those who like micro-caps, a great writeup on $RAVE (Pizza Inn) moving from a multi-year turnaround to growth https://t.co/bvr1F6GyVg
marginofdanger on X
Another great quarter from $WEBC with accelerating top line and gross margin expansion. Company continues to buy back and refresh buyback. https://t.co/w22AeWh2pH https://t.co/BK1bO8vt37
marginofdanger on X
Don't normally focus on sellside notes but in this instance Pablo Zuanic is on point re: $MAPS https://t.co/5ZgejaYBR7
marginofdanger on X
$TIPT filed an 8-K this morning where they said they expected the Fortegra deal to close by Friday 5/29. Pro forma TBV is ~$24/share, stock last 17.17.
marginofdanger on X
CBBI trades at 0.4x because of its OTC listing and no buyback; projected five-year value is $18.66 without repurchases versus $19.10 with them.
marginofdanger on X
CBBI’s five-year scenarios find reinvesting its $0.50 annual dividend roughly matches a buyback, assuming a sale at 100% of tangible book value. Buybacks lose value if repurchases rise above 0.4x TBV.
marginofdanger on X
Seems like $MLP may be selling its water assets to Maui for $30 million https://t.co/hFHq1VRZ20
marginofdanger on X
The SF housing market is on fire. Should bode very well for $FPH's Candlestick project, including finding financing partners. https://t.co/vFjXoS2coK
marginofdanger on X
Pershing Square trades near 50 times estimated earnings, with $21 billion of fee-paying AUM against a $13 billion equity value and potential post-lockup selling pressure.
marginofdanger on X
$PSUS opening delayed until Ackman pulls his last few relationship cards. Going to be UGLY!
marginofdanger on X
Seems like $PSUS and $PS going to trade worse than I expected. Looks like PSUS could open at a 20% discount to NAV and PS to trade below the $10 bn valuation from the latest 3rd party pre-IPO raise. https://t.co/Ix6uqF61LJ https://t.co/F5UNDNNVMb
marginofdanger on X
@EricTheUmpire If you want exposure, buy $PSH.LN (or $PSHZF) which is trading at around 70% of NAV (implies $35/share for $PSUS). https://t.co/oSFLPLfnqr
marginofdanger on X
Pershing Square USA will list at $50 per share alongside a direct listing of manager PS, whose free shares may offset an expected 5 to 10% closed-end-fund NAV discount.
Timyan Bank Alert on X
WaFd's $WAFD valuation limits M&A ambitions, CEO says | S&P Global Market Intelligence https://t.co/7BDy1GI1mj
Timyan Bank Alert on X
Finward Bancorp Acquisition $FFBC is a great partner for $FNWD- 6.4 x cost save earnings, 7 month payback and a dividend increase. Everything’s Archie! - https://t.co/qymOJS625L
Timyan Bank Alert on X
Independent Bank, Simmons address credit quality; South Plains $SPFI interested in M&A | S&P Global Market Intelligence https://t.co/TWGUKwHaIL
Timyan Bank Alert on X
Small-bank M&A conversations are 'very active,' United Community $UCBI CEO says | S&P Global Market Intelligence https://t.co/uMs7lDzx1L
Timyan Bank Alert on X
The Activist at the Gate: Cashmere Valley Bank Faces a Modern Reckoning - https://t.co/yNUYdB8euM $CSHX https://t.co/YcYtPPAYzX
Timyan Bank Alert on X
Home BancShares $HOMB hopes to revisit missed M&A opportunity amid stock rebound | S&P Global Market Intelligence https://t.co/Mn270s8Si6
Timyan Bank Alert on X
$CSHX https://t.co/TQlWNlthEy
