Catalyst Capital

Global special sits professional by day, shitCo & option enthusiast at night. Tweets are my views/reflect positioning not reccs, RT=! endorsement, DYDD and GLTA

[Catalyst Capital @leveredvalue]

@Kevin_Rutois @twiggysays Post the listing I will buy it tomorrow if it’s half as good of a deal as you say

[Catalyst Capital @leveredvalue]

@Plum_Capital @rhunterh greensill was a receivable financing company (this is the founder)

[Catalyst Capital @leveredvalue]

@PythiaR $bdx dummy cheap

[Catalyst Capital @leveredvalue]

@JeffBeckMadDog missed another hearing?

[Catalyst Capital @leveredvalue]

@billinga1 @Catahoula_Value @colarion How are you guys thinking about timeline for an uplisting/IPO?

[Catalyst Capital @leveredvalue]

Anyone know of brokers that offer lending against OTC listed securities for US based retail/HNW clients?

[Catalyst Capital @leveredvalue]

@MrJulius007 ditto brother

[Catalyst Capital @leveredvalue]

Anyone care to make the steel man case for owning $WMT $CAT $GE $IBM at these valuations? Totally confused here

[Catalyst Capital @leveredvalue]

@MrJulius007 Never seen such dispersion in 10 years of trading

[Catalyst Capital @leveredvalue]

@MrJulius007 Insane dispersion, how the fuck is spy barely off the highs ?

[Catalyst Capital @leveredvalue]

@HiddenGemsInves @kingdomcapadv @MaaizKhan @Mr_Neutral_Man @thepupil11 @CalgaryLeveen @Mc_Partnerships ok so half of market rent guaranteed + upside share? not terrible

6M of NOI at 6% cap = 100M of value to tin building

[Catalyst Capital @leveredvalue]

@kingdomcapadv @MaaizKhan @Mr_Neutral_Man @HiddenGemsInves @thepupil11 @CalgaryLeveen @Mc_Partnerships What do we think the new baloon meuseum lease is?

I was thinking 54k sqft *$150/sqft = $8.1M a year plus reimbursements but y'all follow this closer than I do

[Catalyst Capital @leveredvalue]

@shortbus_ace what’s the thesis? white collar employment looks weak and s/d still out of whack

[Catalyst Capital @leveredvalue]

@AnotherBio Any thoughts on SpinCo implied pricing today? @CapitalValor

[Catalyst Capital @leveredvalue]

@thepupil11 @mirrerlamdan @gbylenok could be interesting now?

[Catalyst Capital @leveredvalue]

@sanchayjaveria Guessing related to BOS-342? The other two drugs got axed (Pfizer/Seagen and Servier)

[Catalyst Capital @leveredvalue]

@sanchayjaveria Do you know what this was in connection with?

[Catalyst Capital @leveredvalue]

@chrisvirnig @Mr_Neutral_Man would to hear it Chris (dm or otherwise)!

[Catalyst Capital @leveredvalue]

@ItsProbablyLuck @valu_investor99 @InsideArbitrage @FrancoOlivera @BerkelKip thanks guys! 9% is consistent with what i expected given the data, a bit annoyed at how slow IBKR has been at processing corporate actions of late, really poor service @IBKR