Simba

@anonymouskeepit

Joined October 2021

139Posts 295Followers 941Following

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Simba

@anonymouskeepit

Oct 9

There has been steady daily volume since the 8K. Think we might finally be getting close to closure. Just as a reminder, this is a gold mining spac that agreed on merger terms when gold was $2400. $RRACF / $RRAWF

SPAC Spin

@SPACspin

Sep 30

$RRAWF 🧐. Presume vol is due to hope of closing given 8k this morning..

Simba

@anonymouskeepit

Oct 9

Question on SPAC regulatory approval disclosures: Can approval be included in the merger super 8-K, or does it require a separate filing? And if approval is denied, is an immediate 8-K required?

Simba

@anonymouskeepit

Oct 7

What's the $ATKR bear case from here? Conduit pricing and volumes are finally seeing greenshoots this year, solid secular demand from infrastructure bills + grid refresh, construction demand is mixed. Too much PVC/Steel competition from Mexico/Latin America?

Simba

@anonymouskeepit

Sep 9

Is $WMS down 10%+ on homebuilder beta? I don't see any company specific news; perhaps something a competitor put out?

Simba

@anonymouskeepit

Sep 9

BBG article about $SOC specifically calls out SB542 and "stricter testing for restarting inactive intrastate oil pipelines." I don't see anything in SB542 that outright prevents Sable from producing. There are additional speed bumps and delays however. Is that the correct read?

Simba

@anonymouskeepit

Aug 12

What is the reason for the move in the airlines today? $UAL, $AAL, $DAL, $ALGT, $ULCC I'm guessing it's because of the Spirit going concern news? low cost carriers outperforming.

Simba

@anonymouskeepit

Aug 7

Was low on revenue (192m actual) but stripping out the income tax benefit the eps number looks roughly the same (~1.18). Margins weaker; perhaps tariffs impacting. Guidance: "anticipates strong sales growth" + another big inventory build. Q3 should >20% growth q-o-q

Simba

@anonymouskeepit

Aug 7

Anyone have thoughts on Q2 for $PSIX? I think sell side estimates for .87 are far too low. In order to justify the recent run-up, I'd like to see total rev ~160m, power systems ~135m, slight margin expansion, operating income ~35m, and ~1.2 eps (26% yoy and 43% qoq growth).

Simba

@anonymouskeepit

Aug 7

Simba

@anonymouskeepit

Jul 7

Any thoughts on why the $CORZ deal is lacking a price-collar especially given the acquirer is $CRWV and the close date is post lock-up? Would shareholders even approve this deal since the Oct implied forward price for $CRWV is ~120 // ~14 price for $CORZ or just a ~14% premium.

Simba

@anonymouskeepit

Mar 25

Does anyone have the most recent Craig Hallum report on $PSIX? They upgraded their PT to $64 from $55 but only increased FY25 EPS estimates to $2.94 from $2.87. Seems low considering $PSIX just reported $1.03 in Q4 alone.

Simba

@anonymouskeepit

Feb 13

$PROP wild moves continue: -30% post-acquisition news, +74%, -25% today, now +25% AH. Float is 8M+ according to bbg, making these swings unusual with no fresh catalysts in my opinion. Any ideas on what's driving this volatility?