@Fwenen Calling massive PIK leverage + full pledge ‚normal PE overhang‘ is cope. The 10%+ drop showed the market didn’t have it priced in. Past reports don’t change the current setup
ResearchGrizzly nailed the structure. Ottobock calls the report ‘misleading and defamatory’ and threatens BaFin action — textbook denial.
This doesn’t end cleanly. $OBCK #Short. #DYOR
We are Short Ottobock SE & Co. KGaA $OBCK $OBCK.DE
How Hans Georg Näd er’s Margin Loan and Russia Business Endanger Public Shareholders
https://t.co/E0UhoUt8Vh
@Fwenen That’s exactly the problem
They didn’t address the ownership structure or the PIK loan at all. Rebutting accounting points doesn’t erase the controlling shareholder’s massive leverage.
@Fwenen Nothing new? Grizzly didn’t invent the €1.5B+ PIK loan or the 81% pledged shares, he connected the dots into a clear controlling shareholder extraction risk.
That’s exactly why Ottobock is screaming ‘defamatory’ and calling BaFin
@ResearchGrizzly is right. $OBCK = classic controlling shareholder extraction play.
Näder leveraged to the tits with a €1.5B PIK loan. This ends one way. #Short.
We are Short Ottobock SE & Co. KGaA $OBCK $OBCK.DE
How Hans Georg Näd er’s Margin Loan and Russia Business Endanger Public Shareholders
https://t.co/E0UhoUt8Vh
Kevin Warsh sworn in as new #FedChair this Friday.
Married to Jane Lauder — direct Estée Lauder heiress.
Family control, serious skin in the game.
$EL about to catch a bid.
Power, policy & pedigree in one move.
$RHM and $DTE just teamed up to build a “protection shield” against drones and sabotage for critical infrastructure and cities in Germany.
They’ve been collaborating quietly for a while. Now it’s going public.
#DefenseTech#DroneDefense#Rheinmetall
mRNA produce spike protein. The same spike that many independent signals and real-world data have linked to serious issues. These aren’t traditional vaccines and the market knows the difference, even if the companies won’t say it out loud
Recruitment failure is the excuse
$BNTX & $PFE quietly burying bad news.
#Pfizer and #BioNTech just axed their big US COVID vaccine trial in healthy 50-64 year olds. Official reason: “couldn’t recruit enough participants.”
Bullshit detector on 🚨
They’re framing it as a recruitment problem. Convenient.
Meanwhile #Germany:
674 tonnes physically repatriated years ago (2013–2017).
But they still hold 1,236 tonnes (~37% of reserves, ~$160-170B) at the Fed. Costly in time and optics.
No comparable windfall.
#Gold
BREAKING: Global central bank gold purchases surged +36 tonnes in Q1 2026, to 244 tonnes, the highest since Q4 2024.
This significantly exceeds the 5-year average of ~228 tonnes.
By comparison, the 5-year average in 2016-2020 was ~115 tonnes, or less than half the current level.
Central banks have now bought over +200 tonnes of gold in 10 out of the last 11 quarters.
Poland led Q1 purchases at +31 tonnes, bringing its total reserves to a record 582 tonnes, heading closer to its 700 tonnes target.
Uzbekistan followed at +25 tonnes and China at +7 tonnes.
World central banks are acquiring gold at an accelerated pace.
#Hantavirus Narrative is LIVE 🚨
Cruise ship outbreak (3 deaths confirmed) reviving old + new plays.
Moderna $MRNA Collaborating with Korea University since 2023 on mRNA vaccine
Watch which catches the next wave.
#MRNA#Biotech#ColdCashTheory
Inovio has an ancient 2011 DoD-linked Hanta program — long dormant. No active development
Current catalyst = market connecting dots to the fresh outbreak. Classic biotech narrative trade
Gates Foundation gave grants in 2020 for delivery tech (COVID era). No fresh equity invest