Jay All Day

[Jay All Day @JayIsAllDay]

@JoshCrumb Lololol "nobody gets in trying to flip" to everyone gets an allocation!!!

[Jay All Day @JayIsAllDay]

@JoshCrumb Lolol so cormark going to give all the hedge funds 0 fill that are short the stock?

[Jay All Day @JayIsAllDay]

@UpslopeCapital Lmao at this guy pumping the stock while marketing a deal in the background

[Jay All Day @JayIsAllDay]

@UpslopeCapital @natstewart5 Fairly obvious 0

[Jay All Day @JayIsAllDay]

@DrCamRx @TMTLongShort

[Jay All Day @JayIsAllDay]

@MidwestHedgie Another Canadian pump and dump - give it time but always tough to time

[Jay All Day @JayIsAllDay]

@CSUnerd Missed on ebitda and eps

[Jay All Day @JayIsAllDay]

@MoS_Investing Factors.

[Jay All Day @JayIsAllDay]

@TheLAPurchaser Diff drug, everyone already familiar w sema and the brands

[Jay All Day @JayIsAllDay]

@ChapTwelveCap Ok time to buy. Brazil cash in, farm bottom, peak leverage

[Jay All Day @JayIsAllDay]

@CopyCat_Invest @AltaFoxCapital The big issue is George - he thinks he is some God but hasn't generated a lick of outperformance in years and years. He is already ready to add more capacity and likely do more M&A.

[Jay All Day @JayIsAllDay]

@CopyCat_Invest @AltaFoxCapital Yes they would clearly benefit from improved governance - management need to stop spending and commit to a certain level of free cash flow conversion.

[Jay All Day @JayIsAllDay]

@CopyCat_Invest @AltaFoxCapital nobody believes them - they have lost all credibility which is reflected in the multiple

[Jay All Day @JayIsAllDay]

@TheLAPurchaser when* it squeezes

[Jay All Day @JayIsAllDay]

@compoundpapi @ericjackson Wtf is this lol

[Jay All Day @JayIsAllDay]

@adamislucky Consensus narrative

[Jay All Day @JayIsAllDay]

@TMTLongShort Generational run 🫡

[Jay All Day @JayIsAllDay]

@AltaFoxCapital High quality food asset that needs adults in the room. Management refuse to take investor concerns about leverage / balance sheet seriously. Easy double on a re-rate if mgmt focus on generating free cash flow and pull back growth Capex - also can sell non core assets.

[Jay All Day @JayIsAllDay]

@buyingwater247 Tried to warn you..

[Jay All Day @JayIsAllDay]

@buyingwater247 wonder if he will issue equity to build a fancy office..stock going to 0 anyways may as well issue while it has value