Adam Ritzer
@RitzerAdamsmall cap, special sits, events, reorgs, distressed
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Secretary Mnuchin’s Liberty 77 back to mixing in some A shares again. Purchases continue. $LGF.A $LGF.B $LGF $LION
This does not sound great for spending 100’s of billions a year and the energy cost of an AI enabled query vs a search now is 5x!
First time in a while I can recall oil service names ripping while oil is getting killed ??Maybe people figuring out the story?
Anyone with access to expert stocks? If not you should be. Some of these are stupidly cheap, quasi public/private. But I think $PHIG and $PKDC are insanely cheap with catalysts and $MCDIF just sold a division for 475mm, looks like an interesting play as well.
$ICLTF / $GFP.TO is trading at less than non-core asset value. They’re also spinning off a paper mill to shareholders that has government funding and option value upside. They’re doing an odd lot consolidation and a 10-1 reverse stock split that will go into effect 10/9. If they…
Are you watching Lumber? It led the Immaculate Disinflation narrative by several quarters... and now, despite all the talk of economic slowdown, it’s printing higher lows📈 and breaking out from multiple technical structures. Is it signaling the next wave of inflation?🌊#Lumber
UBS starts $CAVA with 135 target, using 89x EBITDA as their target!! The eps est for ‘25 is .44ct. 300x earnings. wtf!!!
Nice overview of the current situation at $GFP / $ICLTF by @Whit_Huguley At today’s $79 million USD market cap, you’re still paying less than the value of non-core assets (land, duties, pension). Getting four well capitalized/low cost mills, with plenty of allowable cut,…
$HE in talks to sell ABS Bank. Warburg, Centerbridge , and Atlas. That would help fund settlement. Book is ~500mm, 1.5x would be great
$SDRL trading at same EV that $NE paid for $DO , yet they have 2x the fleet , trading below 200mm per floater. $VAL should just buy them. Share for share
Anyone care on $SIRI ? Just renewed at 6.13 a month, last year was 7.50 I just asked for the cheapest rate and that was it. Asp’s should keep coming down as they do anything to keep subs and sell more ads and dilute their value more. No one under 30 even listens to it
Fear and Greed index now 25. Extreme fear! First time this year that low, just saying
$KRO just bought out a JV stake in a plant they owned with $VNTRF, almost 1/2 of their stock price , need to do more pro/forma work on $KRO , but TIO2 space is consolidating and pricing is firming with Chinese tariffs helping as well,
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