Vesper

[Vesper @VesperMusing]

Something is not right there. They don't charge anywhere near that much for whole lemongrass. And yes, the lime leaf is a bit pricey, but they don't weigh much so quantity is more than you will use, and you can freeze the extra to use later. Look for "lime leaf" - it is Kaffir/Makrut, just not listed with the name. Both of these are in stock at Clairemont, and probably the other stores too.

[Vesper @VesperMusing]

@RetailMuppet @toiletkingcap Out of the water closet

[Vesper @VesperMusing]

@DeepDishEnjoyer Perhaps they could also try this in the Chinese ai companies. They could score some extra social credit points...

[Vesper @VesperMusing]

@CloisterRes China built up an enormous reserve that no one knows the real size of, then began releasing it. Simultaneously China mandated reduced consumption. Seems like that combined with "this will end soon" thinking has kicked the price can down the road.

[Vesper @VesperMusing]

@LA_Multi_Fam Some folks have mentioned trees. We had a problem with rats and they were literally dropping on to the roof from trees. Trees weren't even touching the building. Rats can jump. They also can squeeze through door cracks so they could be coming straight in the front door.

[Vesper @VesperMusing]

@InvestSpecial It's been a potential multibagger for 10+ years. Always on the cusp of making money, with huge potential. Company loses money, sharecount goes up. Hope springs eternal.

[Vesper @VesperMusing]

@calvinfroedge Sure are a lot of reply-guys on here who didn't bother to educate themselves on how the caverns are operated.

[Vesper @VesperMusing]

@longcastadviser Ditch the primaries entirely and run a rank choice general election. But neither party wants that because it dilutes their power

[Vesper @VesperMusing]

@moseskagan Just gave $143. I live in CD4 just a few blocks from CD13 and would love to see Dylan get to work on her agenda.

[Vesper @VesperMusing]

@DeepDishEnjoyer Sounds like a Jeffrey Epstein quote

[Vesper @VesperMusing]

@TheRealDavey2 Appears the takeovers panel opened themselves up to this when they backed off forcing sale of the 15M shares purchased when a bid was known. No legal expertise here and no idea how court might rule.

[Vesper @VesperMusing]

@_FlipMan 24" cabinet ~100lbs, 36" ~130lbs, including packaging

[Vesper @VesperMusing]

@puppyeh1 And they still have the EGM scheduled for May 1. Surely that will have to be delayed again? With the order to divest 15M Abercrombie shares pending review it would be wholly unfair for the EGM to proceed as scheduled.

[Vesper @VesperMusing]

@blondesnmoney

[Vesper @VesperMusing]

@puppyeh1 Interesting, did not know that this was a possibility. Looks like a bit of a pain to do from a starting position at IBKR, but would you consider transferring to direct registration in future to stop this from happening?

[Vesper @VesperMusing]

@orrdavid @MrBDelany The recent UKR successes are largely because Russians lost access to Starlink in February.

https://t.co/G1lK7iIgny

[Vesper @VesperMusing]

@puppyeh1 Love the way this was documented, laying out all the lies plainly. Criminal behavior really

[Vesper @VesperMusing]

@shawngorham 3/8" oak. We had the same in our house and had to replace it because it had been refinished prior and the nails were already showing. Too thin to refinish more than twice

[Vesper @VesperMusing]

A $20M distribution would result in an 8.4% yield on A (with B's converted). What level of distribution do you think would be needed to rerate?
An alternative is to publish a plan to re-initiate distribution in future based on hitting milestones (similar to NRP) which would generate some interest, similar to actually instituting one. Go out there and say distribution will be initiated at 5.5x Debt/EBITDA and it should be positively received.
The other reason to hold off is you never know when a warm winter could happen and if they've locked in a distribution they have no current cushion to manage a lower cash flow year.
Finally, if as you say they really can pick up a 25M EBITDA acquisition for a turn or two under the current ~7x EV/EBITDA that would be great and I will happily be wrong about that topic.