Dalius - Special Sits
My favorite corporate drama, $LWAY, has been developing quite well.
The stock has been ripping since my last update on the restarted sale talks with Danone, further supported by solid Q2 results. LWAY now trades almost 17% above Danone’s previous bid and 40% above the write-up levels on SSI.
Yesterday, I took half of my chips off the table and am holding the rest for the outcome of the ongoing negotiations.
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My favorite corporate drama, $LWAY, has been developing quite well.
The stock has been ripping since my last update on the restarted sale talks with Danone, further supported by solid Q2 results. LWAY now trades almost 17% above Danone’s previous bid and 40% above the write-up levels on SSI.
Yesterday, I took half of my chips off the table and am holding the rest for the outcome of the ongoing negotiations.
Crucial development in the $LWAY saga
Management seems to have realized that their replacement is inevitable. As a result, they have recently decided to resume discussions with Danone about a potential sale. At this point, a sale of the company seems imminent.
With the stock at $27, the market seems to imply that the previous Danone offer will be a starting point for negotiations. tweet
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Dalius - Special Sits (@InvestSpecial) on X
Crucial development in the $LWAY saga
Management seems to have realized that their replacement is inevitable. As a result, they have recently decided to resume discussions with Danone about a potential sale. At this point, a sale of the company seems imminent.…
Management seems to have realized that their replacement is inevitable. As a result, they have recently decided to resume discussions with Danone about a potential sale. At this point, a sale of the company seems imminent.…
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Simplifying Stocks, CPA
RT @FinFluentialx: Stocks Churn as Yields Rise Before Inflation Data https://t.co/0xnvg8xXiX
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RT @FinFluentialx: Stocks Churn as Yields Rise Before Inflation Data https://t.co/0xnvg8xXiX
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naiive
saw a guy turn $5 into $40,000 with fake Ronaldo coin, i put $500 into it and now i have $2 https://t.co/9e1XkrFmXt
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saw a guy turn $5 into $40,000 with fake Ronaldo coin, i put $500 into it and now i have $2 https://t.co/9e1XkrFmXt
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Gainify
CASH ALERT: $PDD has added $47B in cash in 5 years
→ Q2 2020: $7B
→ Q2 2025: $54B
Stock trades at just 7.6x forward EV/EBITDA
This is cash accumulation at its finest. https://t.co/s5bRkPfYS9
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CASH ALERT: $PDD has added $47B in cash in 5 years
→ Q2 2020: $7B
→ Q2 2025: $54B
Stock trades at just 7.6x forward EV/EBITDA
This is cash accumulation at its finest. https://t.co/s5bRkPfYS9
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Umesh
Twin AI just launched their text-to-video model and upgraded their image-to-video models!
It’s very impressive at generating high-action scenes (with native sound effects).
Here are 5 awesome examples with more details ⤵️ https://t.co/9Y9DsPCV8o
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Twin AI just launched their text-to-video model and upgraded their image-to-video models!
It’s very impressive at generating high-action scenes (with native sound effects).
Here are 5 awesome examples with more details ⤵️ https://t.co/9Y9DsPCV8o
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Julian Goldie SEO
New Google NotebookLM Update Is INSANE (FREE!) 🤯
P.S. Want the full guide? DM me. https://t.co/LQx5OJjfsR
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New Google NotebookLM Update Is INSANE (FREE!) 🤯
P.S. Want the full guide? DM me. https://t.co/LQx5OJjfsR
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Dalius - Special Sits
Canadian activism, always fun.
Worth a look👇
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Canadian activism, always fun.
Worth a look👇
$CGX.TO activist investor Windward (7%) publishing a letter and detailed presentation this morning pushing for repurchases and asset sales (digital media and Scene), and eventual outright sale. They see 200% upside from here (I agree). Deck does a great job laying out the thesis re industry recover and valuation. Hopefully this campaign generates some urgency at this sleepy board. https://t.co/DoH9BCtqdo tweet