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
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
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
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.....
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
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.
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.
@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.
$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
@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.
$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.
$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
$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.