Financial Pollution

[Financial Pollution @fin_pollution]

@SmallCapKing2 Why the excitement on $ASUR? How confident are you that $AIOT will ramp before they run into any balance sheet issue?

[Financial Pollution @fin_pollution]

@unicornbiotech @a_a_free 100%. Comes down to $REGN perception of monthly probability of success. $REGN stands to lose up to $2b+ in cumulative FCF if interrupted by monthly. $KNSA could be worth $5b+ with monthly- avoiding $REGN payments. Or $REGN could cut their losses and take $KNSA out for $4b today

[Financial Pollution @fin_pollution]

@unicornbiotech @a_a_free Listen to today’s conference call. $KNSA is developing KPL-387, monthly dosed Arcalyst, which $REGN has no economic rights. They were open today about the concept of switching patients to KPL-387 from Arcalyst upon approval. $REGN annuity is going away if $KNSA KPL-387 works

[Financial Pollution @fin_pollution]

@Akston_Capital @kingdomcapadv I did the math the other day on $MAGN and think annual EBITDA needs to drop below $225m before they can’t cover debt payments and maintenance capex. Revenue challenged but $225m EBITDA requires a severe drop which seems unlikely given the company’s generally stable end markets

[Financial Pollution @fin_pollution]

@chasericker3 And now it’s commonplace. What is the argument for btc reserve companies trading at a premium to the underlying value of their btc holdings?

[Financial Pollution @fin_pollution]

@SmallCapKing2 What’s up with the $3.1m in other income

[Financial Pollution @fin_pollution]

@SmallCapKing2 $AVNW why have they not set a time for F4Q earnings yet?

[Financial Pollution @fin_pollution]

@lennygrover Doesn’t Damadian control the company through class C shares?

[Financial Pollution @fin_pollution]

@ToffCap Macro concerns (discretionary spending, cost/freight inflation) combined with debt burden have weighed on $FLWS stock. But the business historically has generated significant cash flow in a strong economy.

[Financial Pollution @fin_pollution]

@ToffCap The McCann family controls $FLWS through the Class B shares which vote 10-1. Saw odd insider buying in 2023 (Pres Hartnett & CFO Shea bought for the first time in their 30 yr tenures) coinciding with C McCann's resignation for health reasons and J McCann's reinstatement

[Financial Pollution @fin_pollution]

We are flagging $NUVB which has had some noteworthy insider activity. See our analysis: https://t.co/52LoOA2sRa

[Financial Pollution @fin_pollution]

@richtrades100 $NUVB CEO buying significant stock for the first time in $NUVB public tenure

[Financial Pollution @fin_pollution]

Director White purchased $190,000 of $EOLS. Stock’s valuation does not reconcile with management’s 2028 expectations. Will be posting full thoughts on the opportunity in $EOLS and its share gain story from $ABBV and $IPSEY

[Financial Pollution @fin_pollution]

@SmallCapKing2 @Mikeysmithman @realDonaldTrump I’m not saying $CVGW faked the deal but Cole is 85 and if I were him I wouldn’t mind accelerating the sale process

[Financial Pollution @fin_pollution]

@ToffCap $1.7m in buys by $NUVB CEO Hung since April, who has never bought shares in seven years. Owns nearly 20% of the company.

[Financial Pollution @fin_pollution]

Perhaps most notably, CEO James has only been a seller of stock in recent years, despite purchasing $500,000 in $DOMO stock at $6.50 in April.
James Prior Trades:
-James sold $5M of stock in 2022 at prices ranging from $13-50
-James sold $1M of stock between 2023-2024 at $10

[Financial Pollution @fin_pollution]

$DOMO, highlighted in our April insider buys post, has more than doubled to $14 from where insiders purchased at $6

[Financial Pollution @fin_pollution]

Notably, this comes at a pivotal time for $DOMO as the business is adjusting its pricing to a consumption model (70% of its current ARR now under the consumption model with a goal of 90% by year end) and updating its go to market strategy using strategic partners $SNOW

[Financial Pollution @fin_pollution]

CEO James, CFO Jolley and Director David III collectively purchased $1.3m of $DOMO stock in April