Basil Alsikafi

Mentions are not investment advice. University of Chicago & Kellogg. being impersonated on WhatsApp - so I'm verified here.

[Basil Alsikafi @Balsikafi]

I and White Brook Capital are being impersonated on WhatsApp.

I only use WhatsApp to schedule doubles tennis matches and receive youtube videos from my mother.

Thanks

https://t.co/rmR0ahYHab

[Basil Alsikafi @Balsikafi]

Lots of incentive for jilted banks that feel undertitled to place the deal with flippers and try to harm the offering so that early trading struggles, the leads get the blame, and then lose the inevitable secondary offering ...

https://t.co/7fT3v4x2qq

[Basil Alsikafi @Balsikafi]

God bless. Great headline.

Screwworms in US: Human risk is low—but they can burrow through your skull https://t.co/plnGogpMeV #tech #feedly

[Basil Alsikafi @Balsikafi]

Small agreement, big deal. $SMTI https://t.co/mv4o11b02C

[Basil Alsikafi @Balsikafi]

Buying shares from a spurned acquirer has rarely worked out. The rest of the shareholders should be upset at Pershing and the sweetheart deal only they received. $UMG

https://t.co/8yHBI336FN

[Basil Alsikafi @Balsikafi]

If this deal doesn't happen before next Monday, it's going to be another couple weeks at least.....and bad things that can't not be discounted start happening during that period.....

[Basil Alsikafi @Balsikafi]

Welcome to the University of Chicago life. Forced curve. Enjoy the library, working hard for a B, and cherishing As.

[Bloomberg @business]

More than two-thirds of Harvard University faculty voted to cap the proportion of A-grades in undergraduate courses, instituting one of the strongest policies against grade inflation in US higher education in decades https://t.co/KxdyL5UTAa

[Basil Alsikafi @Balsikafi]

@Growth_N_Value Agreed

[Basil Alsikafi @Balsikafi]

Directionally correct. Not precisely though. I'm frustrated with their disclosure. 1 of 1.
$RPID

[Basil Alsikafi @Balsikafi]

@shmilylt Their only exit is a sale now.

[Basil Alsikafi @Balsikafi]

Another read through from the raise is that Bain is committed to $RPID. On my list of risks was that they would sell. Now they're even more locked in.

[Basil Alsikafi @Balsikafi]

Insiders participated in the secondary last night. So that's the easy one. I am not concerned about the COO. I intentionally never answer the second question. But I've put information here that I believe to be better than directionally true, but I have received 0 help outside of what's in the transcripts, filings, presentations. The first question is that they have 9mm in quarterly cash costs so that's what they need to generate quarterly to breakeven.

[Basil Alsikafi @Balsikafi]

Insiders participated in the secondary last night. So that's the easy one. I am not concerned about the COO. I intentionally never answer the second question. But I've put information here that I believe to be better than directionally true, but I have received 0 help outside of what's in the transcripts, filings, presentations. The first question is that they have 9mm in quarterly cash costs so that's what they need to generate quarterly to breakeven.

[Basil Alsikafi @Balsikafi]

@shmilylt I'd be surprised if guidance isn't tightened towards the top of the range. It's overly conservative. They said as much on 1Q call. Margins - they appear to have confidence in their ability to deliver.
I think it's malpractice to not disclose more and have told them so.

[Basil Alsikafi @Balsikafi]

$RPID 1Q summary: Inline-pos. Rec rev up 30%. No one-offs. Mgmt v pos, usually too conservative. MM service agmt signals greater closeness. Stock low - fears of equity raise between now and late 2027. Cost step down this quarter coincides with accelerating growth. 2Q big qtr

[Basil Alsikafi @Balsikafi]

@shmilylt It certainly trades like that. From a stock perspective it might make sense to issue equity so people can buy the news. Stock trades silly at this point in my view, but unlike some of the others in this summary series, I own this one.

[Basil Alsikafi @Balsikafi]

Selena Meyer would be proud!

[Andrew Perez @andrewperezdc]

Retiring Blue Dog Rep. Jared Golden just cast the deciding vote to kill a war powers resolution he *cosponsored*

[Basil Alsikafi @Balsikafi]

$SSTI 1Q Sum: Hospital, drone, bundle selling. Rev down. Cleveland renewed, Puerto Rico, not yet. Safepoint huge cost center, no rev, b/e in 2028. Q1 least profitable of year. Gulf between narrative and Q&A. Churn expected to be higher.

[Basil Alsikafi @Balsikafi]

$BOF 1Q Sum: Dairy growth focus. Q2 big delivery qtr vs Q1 - tough qtr. Hard to know what's opportunity vs won, gp vs profit. Mixed fruit, big. Pushed out rev to 27. Trader joes (6-7mm), target (none??), outsourced (6-7mm) opportunities. Lots of options, unclear how real

[Basil Alsikafi @Balsikafi]

$BCHT 1Q Summ: Pursuing cert defendents for $80mm. Customer coal plants supported by strong power demand. USe proceeds to scale up water bus. Working with consultants to sell. Will be acquiring in next two months. PFAS building quickly and continuing to grow.