Allenc

Fundamental analyst - sector generalist. Analyze entire capital structure - equity & debt. Scouring the globe for catalyst driven ideas with solid risk/reward.

[Allenc @HF_Analyst]

@given2tweet Makes sense. They seem pretty set down this path.

What about RPD selling shares? Any thoughts.

[Allenc @HF_Analyst]

@given2tweet Why can’t a bear case be no deal at all?

[Allenc @HF_Analyst]

@given2tweet What’s your AUM?

[Allenc @HF_Analyst]

@kingdomcapadv so you think EQV should trade at like a 13-17% div yield?

[Allenc @HF_Analyst]

@kingdomcapadv why do you think UNTC trades at a 17% dividend yield? What other comps do you think are relevant here?

[Allenc @HF_Analyst]

@John_Hempton @vladtenev What’s a ladder attack?

[Allenc @HF_Analyst]

@DeepSailCapital What’s the thesis on CLBT?

[Allenc @HF_Analyst]

@EricTheUmpire What’s a tute?

[Allenc @HF_Analyst]

@CorneliaLake How do you know fidelity has been selling? I don’t see any updated filings from them

[Allenc @HF_Analyst]

@CorneliaLake Do you think this is likely? I think most "normal" companies have an ADV of ~1-2% of their float. Given a combined market cap of ~$400m, the company would need to trade ~4-6% of their float to achieve that ADV.

[Allenc @HF_Analyst]

@orrdavid Name of fund?

[Allenc @HF_Analyst]

@SJOldValueGuy What’s the source on this?

[Allenc @HF_Analyst]

@Loving_pharma @Nerky_Clown hey @Loving_pharma where do you see that estimate? also do they say when they plan on distributing?

[Allenc @HF_Analyst]

@Biohazard3737 What did you even trade?

[Allenc @HF_Analyst]

@BobKnakal Thanks! Is there a way to see this data over time?

[Allenc @HF_Analyst]

@GuyDealership @FullpathCDXP How’s this translate to % off
Msrp if looking into buying a QX60?

[Allenc @HF_Analyst]

@OldKinderhook where do you see this?

[Allenc @HF_Analyst]

@MorganKrupetsky Who doesn't just pre-order on the app?

[Allenc @HF_Analyst]

@blangb So assuming it’s a linear burn - that’s around $2.1m monthly. So they are basically out of cash right now.

Can Lincoln Park start monday? What’s the max they can sell per day based on the SEPA?