Maple Fun

Value: if not now, when?

[Maple Fun @Maple_captial]

@AaronHectorCFP If the RESP is too large, is it a good strategy to pull all of the RESP PSE out first during the first semester so that the money will not further grow? the stock market is too strong these days😅

[Maple Fun @Maple_captial]

@alvarogomezolea Is it too aggressive to value parkwalk at 100M with only 500M AUM?

[Maple Fun @Maple_captial]

@InvestSpecial Has SEC declared their SC13E effective yet? What else do they need to close the deal?

[Maple Fun @Maple_captial]

@AnotherBio Agreed. Strong vote.

[Maple Fun @Maple_captial]

@ragingbullcap @COMETcapital does the management team have a plan to address the discount to crystalize vale? e.g., uplisting? buyback?dividend?

[Maple Fun @Maple_captial]

@finphysnerd Weekly rebalancing will reduce fees right? Coz you have fewer trades.

[Maple Fun @Maple_captial]

@finphysnerd hi Myles, the tracking error is annualized right? and based on all historical available data?

[Maple Fun @Maple_captial]

now it more troubling and puzzling that Sheffield is selling at c$0.19-$0.20 after deal announcement $fo.to $tbn

[Writser @thewritser]

$FO.CA / $TBN spread looks too good to be true. ~35% now for a deal to close in Q1 '26. Something fishy going on? Anybody up to date on either name?
https://t.co/i6XnLcfLHz

[Maple Fun @Maple_captial]

@MWG_Jamie ok now i know why transalta is also moving today $ta $tac.to

[Maple Fun @Maple_captial]

@thewritser they are "distributing" the shares of tamboran. so probably a fully taxable event???

[Maple Fun @Maple_captial]

$FGF $FGFPP assets transferred to CVR trust but preferred shares stay with the co. Question mark: how much proceeds can the legacy assets be sold for?

[Kingdom Capital @kingdomcapadv]

So if you buy $FGF today, you get $5/share of $ETH, but also a CVR on ~$33/share tangible book of investments, but also that can be diluted by the $5 warrants exercising between 8/1 and 8/8? Why would you not stagger these dates to give runoff to legacy shareholders?

[Maple Fun @Maple_captial]

@finphysnerd Borrow rate can shoot higher

[Maple Fun @Maple_captial]

@Respekchemistry @pick1998_2 8-k is out now but still lack of the CVR agreement

[Maple Fun @Maple_captial]

@valwithcatalyst quote here: ", the Warrant Price shall be reduced by an amount (in dollars) equal to the difference of (i) the Warrant Price in effect prior to such reduction minus (ii) (A) the Per Share Consideration (as defined below) (but in no event less than zero) minus (B) the Black-Schole

[Maple Fun @Maple_captial]

@valwithcatalyst Hi RLJ. Love this idea! But are you sure that the warrant payoff will be determined by Black-Scholes in this situation? I checked warrant agreement dated 7/19/2018 (and 1st amendment) and the only place mentioned BS value is article 4.4 where it says a different scenerio..

[Maple Fun @Maple_captial]

@cdnvaluestocks @Sportellosprea1 @Bobray71864689 @cjquaschnick Hi Tyler, do you have a theory why TPG sold their stake to the company at around $11 last April? If SECURE is truly that undervalued given the business quality, you wonder why TPG as a sophisticated investor sold at such a low valuation.

[Maple Fun @Maple_captial]

@DrSichuan @janeo1934 Hk mkt closed last Friday

[Maple Fun @Maple_captial]

@thewritser @Avaritia2011 @AlphaVulture $2.3785/share dividend received with 15% withheld. Cheers to everyone involved! Finally the end of multi-year drama show

[Maple Fun @Maple_captial]

Has anyone received the pre-closing cash distribution from $UDF $UDFI yet? it supposes to be "payable on or around March 13,2025" but nothing in my ibkr acct as of today...@thewritser @AlphaVulture

[Maple Fun @Maple_captial]

@Avaritia2011 @thewritser @AlphaVulture Same here. Waiting for the daily statement