Recent Comments
- cYoc4 cwTVG: QicpoV LDik8s (9xD:4L)
CAML shareholders approved the merger - I saw this as the main hurdle that could…
dt on Sep 7, 2026 - Guest Pitch: VH Global Energy Infrastructure (ENRG:L)
NAV/share fell from 103.83p to 98.84p, with most of the decline driven by the reassessment…
Giorgi on Sep 4, 2026 - ylJdocv LLJDR (VnTRXZ:an) — d7n0OLi PqnuAc wCL6Lcpc — h4% hyfdJb
They make an attractive final offer and win approval from 85% of minority shareholders ;).…
dt on Sep 4, 2026 - gFDvxt2 BcYhE (YDKMPm:3E) — eH7u320 95LmPv DZoHCg88 — 36% Sqni24
tap356, I am not thinking in precise odds for each potential bid level. My guess…
dt on Sep 4, 2026 - Guest Pitch: VH Global Energy Infrastructure (ENRG:L)
I think it's largely done in my view, I misread the announcement as being at…
DanielK on Sep 3, 2026 - Guest Pitch: Falcon Oil & Gas (FO:V)
Me, too on IBKR, but still waiting on FlatexDegiro..
incubatec on Sep 3, 2026 - Guest Pitch: Falcon Oil & Gas (FO:V)
finally got my TBN shares yesterday. Not too bad that TBN shares are up >15%…
Vince on Sep 3, 2026 - h3SJ7fg Bk PRiDZj8BMjF (hVuU:h) — 82qhTIlGJ q3NYJpH4 – 4U% jJsMBU
The company has just released a brief trading update for the 17 weeks through the…
dt on Sep 3, 2026 - Quick Pitch: Cementos Pacasmayo (CPAC)
The valuation firm has finally been appointed. As I understand, this starts the clock on…
dt on Sep 3, 2026 - Guest Pitch: LivePerson (LPSN)
Your timing and predictions were flawless! Thanks for sharing, happy so see it playing out…
dt on Sep 3, 2026 - Guest Pitch: LivePerson (LPSN)
LPSN arb worked just as predicted. The merger has been approved without any issues and,…
Tomuk on Sep 3, 2026 - Guest Pitch: Gold Reserve (GDRZF)
Upside on Rusoro if they ever actually get paid. If their full claim gets reimbursed…
Warrant Buffet on Sep 2, 2026 - IdR69 EzYRm: o0K 0fEBXU (oq:Rn)
Not related to the odd lot which seems fine but AC valuation. The 25% "minority…
Warrant Buffet on Sep 2, 2026 - jJslO G1Pv9: yDx EqUYj8 (mr:p4)
I confirmed yesterday with Schwab that it shows up in their internal corporate actions page,…
JonInWherever on Sep 2, 2026 - USlU2 0tpga: f0m 3HMJKH (gA:dt)
I would like to know this as well, since I cannot purchase on the Toronto…
Jim Petroskey on Sep 2, 2026 - oSwIz jrUA6: 6RV btSwsO (lR:fU)
Check out this golden comment: https://www.specialsituationinvestments.com/2023/11/quick-pitch-docebo-dcbo/#comment-18125 That whole comment section also has a pretty detailed…
kayne on Sep 2, 2026 - Gplue yAwJe: har YY93Rj (LB:yh)
Yes, it will qualify.
Giorgi on Sep 2, 2026 - Guest Pitch: Regis (RGS)
The turnaround continues, though fiscal Q4 came in softer than Q3. There is still no…
dt on Sep 2, 2026 - Guest Pitch: VH Global Energy Infrastructure (ENRG:L)
Nice progress with both asset sales. But what do you make of the structure of…
Tomuk on Sep 2, 2026 - Guest Pitch: VH Global Energy Infrastructure (ENRG:L)
US terminal and 6 Brazilian PV assets both sold over the last few days, for…
DanielK on Sep 2, 2026 - Cyh0p urZzb: gN0BU3 F7Hkgw (HzE:US)
CAML shareholders will vote on the merger on September 4. If it is approved, the…
dt on Sep 2, 2026 - EMtCN 1Gr5U: B4C LMmAyd (hG:sm)
Is a Roth or 401K exempt?
Bryan on Sep 2, 2026 - Guest Pitch: Regis (RGS)
Nice update if anyone is still following: https://oldroperesearch.substack.com/p/regis-rgs-has-more-wood-to-chop
Dsneidz on Sep 2, 2026 - FCVZF3 (8zKF) — DsdZocJklS Mk8b — dUf6XD LD5
Here is the transcript from the 8/19/26 hearing referenced above. You can see that Cohen…
davea500 on Sep 1, 2026 - C2BmzFE IwVc0 (tPvaIx:5X) — i8oHi2M 6XBaN6 Mj20akPG — mq% 0l03ks
Pure guess - I'm hoping for $17 to $20 (2X-3X EBITDA would be at least…
tap356 on Sep 1, 2026 - b7zIh YKDmt: 8gG 0Isv3h (37:Oo)
Does ACDVF qualify as well? Thank you in Advance
Wark on Sep 1, 2026 - aUenOSt kdtLy (IfBuFV:vi) — xwnJpMM 749ajF 2QgglgGw — IJ% mXSihc
How does DUG win over 95%+ here? What's the strategy to get this to actual…
TheRifugio on Sep 1, 2026 - fqkF1sT gfyxO (KTBPII:6P) — zeL1Es5 IW82Gi Z6S4ykcG — sW% F7PB5M
What target price do you think would make sense both for DoubleU and DDI shareholders?
PharmaNoob on Sep 1, 2026
PAC has now disclosed the name of the rumored bidder behind May's proposal: it was…
dt on Sep 7, 2026