VM

Special Sits/Event Driven

[VM @vm4888]

@P_Remarks you think path here for equity to survive?

[VM @vm4888]

@semodough Sell side cheerleading asset with $80-100 pt’s with only 900k float until deal closes + pipe reg in Sep 3 days post sh vote.

[Glitched Deals @GlitchedDeals]

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[VM @vm4888]

@plasticnewt3 Any shares short pre ex redeem date will probably get called back in @ trust value. Needed to short post ex.

[VM @vm4888]

@BeenThereCap

[VM @vm4888]

@thewritser 2.4mm for sale from r2k tomorrow in quiet holiday tape, with big quarterly to hide in to boot.

[VM @vm4888]

@SurfShopCapital In presentation mention pipe investment with strategic investors. Think decent chance of $ionq as part of that, not sure why else they stuck with $dmyy with float/otc pending. + demassi resigning.

[VM @vm4888]

@spacanpanman I agree but does that cover the 8040 preferred earn out shares, it seems those are treated differently, a different class of shares than the lockup shares and already covered by the effective registration statement?

[VM @vm4888]

@spacanpanman I read the “additional shares” as freely tradable after pfd conversion post px triggers($14 , 16 , 18 touch, 5 day $12 vwap) . Let me know what you think, the rollover has the standard 20/30 provision. 8mm extra shares for all 4 levels think mkt can absorb them assuming momo back

[VM @vm4888]

@jfitzsimons Joe, what is a good email contact for your teams IR, have tried the DMY team and the info listed on your site. We are one of the larger holders.

[VM @vm4888]

@BeenThereCap So you are of the belief that both the JPS and common receive 0 recovery in any future IPO?

[VM @vm4888]

@thewritser @hillfronter83 Any view on whether this might be conservative language and we see a partial distro 1-1.5 year out? I get some cash needs to be held re GILD, but no reason partial isn't possible of non GILD $.

[VM @vm4888]

@Khanosis @InvestSpecial How does the math get you there? seems 95 pct off the train so got a chance.

[VM @vm4888]

@Khanosis Any view on odds of this language getting revised into final proxy?

[VM @vm4888]

@TraderTexMex These guys missed golden oppt. Not sure why it’s trading OTC, VRM last one with equity recovery listed directly to Nasdaq. I reached out to co was told “common shares to be listed on a national exchange as soon as commercially practical”. Not even sure what that means

[VM @vm4888]

@richtrades100 @Jn66039675 relative to .15-.17 price at time post washout, i think eoy 2026 cash would be around that not giving any credit for asset sales.

[VM @vm4888]

@richtrades100 @Jn66039675 Assume some semi real holders in placement vs all fast $ though. Wild how aggressively they ran this up to price it, thought this was headed the liquidation/asset sale route. Such great optionality on these low priced , cash rich shell tickers.

[VM @vm4888]

@richtrades100 @Jn66039675 any view where you think this settles out post vote?

[VM @vm4888]

@richtrades100 @LTbioinvestor think $OKUR very interesting as well same group. Giant forced seller just cleaned up, with top holder taking bulk of print. Was weighing on stock for months, now overhang gone and floating up at -EV with Q4 data readout + strong marketing into it. Pipe last year was in the $20s.