Cappy Cap

I ❤️ Lumber, Pulp, Semis and Software.

[Cappy Cap @dumpstercap]

@sidecarcap Thomas Morin of $TCLa.TO

Sold the bulk of business and himself out of a job. But a win for shareholders

[Cappy Cap @dumpstercap]

$RYAM Pricing very strong, strategic who owns 5% makes an indicative bid 30% higher - and no CEO in place. How does this not sell?

[Cappy Cap @dumpstercap]

@MWG_Jamie @compoundpapi And you forgot to mention they took out all the convertible debt last year and refinanced the whole lot with high-yield AT LOWER RATES than the dilutive paper.

[Cappy Cap @dumpstercap]

@Larryjamieson_ Not an adult company. Last q, they had an FX gain of $7M, it was not removed from adjusted EPS or EBITDA. This recent Q, there was a FX loss of $6.5M, and you better believe it was fully adjusted back. What even is that?

[Cappy Cap @dumpstercap]

@AutismCapital 🤔

On offshore platforms, a magenta alarm typically signifies a high- priority danger or a particularly hazardous situation requiring immediate action, such as an area with high levels of combustible gas.

[Cappy Cap @dumpstercap]

@A_May_MD @charle77238 As a BioTech tourist, can you help me understand why $VKTX is such a turd? Mgmt or the drug itself?

[Cappy Cap @dumpstercap]

Viridian Therapeutics shares rise as much as 3.5% after the drug developer said the FDA granted its biologics license application for an eye-disease treatment, a shorter priority review

When $VKTX turn?

[Cappy Cap @dumpstercap]

$CFP.TO numbers out!

[Cappy Cap @dumpstercap]

@bioinvestor24 So Party 1 was Novo, $BMY was Party 2. Still wondering what the internal situation was that stopped BMY!
$VKTX

[Cappy Cap @dumpstercap]

@LumberTrading @2x4caster Wen free lumber?

[Cappy Cap @dumpstercap]

@bioinvestor24 Fair enough. I don't know his history, but would BL entertain a process like Metsera did? Or is he set on taking the all the way?

[Cappy Cap @dumpstercap]

@bioinvestor24 What would cause this on Sept 3rd? "solely to an unanticipated recent internal development that made it impossible for Party 2 to enter into a transaction in which it would agree to issue Party 2 stock, Party 2 would not be able to continue to pursue an acquisition of Metsera."

[Cappy Cap @dumpstercap]

https://t.co/g28cuhAhga

[Cappy Cap @dumpstercap]

@PythiaR @JasonGreenwal12 But not $TVK.TO, they have steel tubes, and TRUCK CHASSIS. Impenetrable moat.

[Cappy Cap @dumpstercap]

@dingo__hunter @OpenAI Seems like forever ago when that TD analyst said Microsoft was pulling back on DC spend - ha!

[Cappy Cap @dumpstercap]

@BlueDuckCap Look at $CHEun.TO, it's a better comparison, cheaper and doesn't have the epoxy or ammo exposure

[Cappy Cap @dumpstercap]

@MeadowCapital Roche just paid $3.5B for a P3 MASH drug. VK2809 has to be worth SOMETHING!

[Cappy Cap @dumpstercap]

I'm sorry, if $ETBN is work $3.5B, there is NO WAY $VKTX is worth less. They have a MASH drug, and they're not focusing on it because it's their 3rd best drug!

[Cappy Cap @dumpstercap]

They basically run a platform for appraisers in the US. They've cut costs to the bone as it's been lean with no refi activity. Once rates get 50bps below your rate (in US obviously), it's refinancing time. We're falling below that for the last 2 years of mortgages

https://t.co/ITeqz7gdUP