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