Special Situations

[Special Situations @SpecialSitsCap]

@thewritser It was at 30c!? Incredible

[Special Situations @SpecialSitsCap]

@RealAssetsValue @JeffBeckMadDog Probably right, but given mgmt's lack of skill in providing estimates, I wouldn't be surprised if something moved in the 3-4 weeks since the announcement...Fulton lawsuit, other shareholder suits...or just D&O tail info or other cost detail that might show more contingencies

[Special Situations @SpecialSitsCap]

@JeffBeckMadDog @RealAssetsValue If we get a 10-Q next week could make for some fun trading before the delisting

[Special Situations @SpecialSitsCap]

@AnotherBio Wonder when we get a look at the first annual $THTX CVR test

[Special Situations @SpecialSitsCap]

@gbylenok Seems you don’t have the HQ at $1.7m of NOI, and 8 of the 10 Blocks condos are listed at $33m alone

[Special Situations @SpecialSitsCap]

@DarkfireCapital Wonder if Zapata’s still running the show

[Special Situations @SpecialSitsCap]

@DarkfireCapital Interesting that they’re still kicking around

[Special Situations @SpecialSitsCap]

@Mr_Neutral_Man What do you think the Blocks and HQ buildings are worth?

[Special Situations @SpecialSitsCap]

@RealAssetsValue Helpful to see another analysis. One question (not super material)- are you double counting the 10% noncontrolling interest in Iowa? I think the listed ABR is already pro rata?

[Special Situations @SpecialSitsCap]

@Mr_Neutral_Man Any chance it's just the algos pushing it around somehow?

[Special Situations @SpecialSitsCap]

@JeffBeckMadDog Given management's estimates so far, I'm skeptical of that reserve staying intact...

[Special Situations @SpecialSitsCap]

@calvinblissett The Safeguard recap announced a few weeks ago

[Special Situations @SpecialSitsCap]

@Ron284Ron Interesting watching $GYRO tank over the last few months. Know the timeline has been pushed out yet again...

[Special Situations @SpecialSitsCap]

Feels like the $NLOP selloff is a bit overdone here

[Special Situations @SpecialSitsCap]

@RealAssetsValue @JeffBeckMadDog @PrivateEyeCap @Mr_Neutral_Man Reversing now...same question of whether someone knows something.

[Special Situations @SpecialSitsCap]

@dirtcheapstocks Not a lot of these liquidations around today like they were pre-2025.