Sila Nanotechnologies, Inc.’s Post

This is quite humorous given RTO’s in the junior end have been happening for decades, apparently it’s a new “mainstream” thing to do… In 2003 Tony Barlows Menswear became Aurora Oil & Gas which was subsequently taken over in 2014 for ~$1.84bn. Without a doubt a profitable and leveraged investment strategy in 2024 will be restructuring and recapitalizing many of the 200+ IPO’s from 2021/22 who are out of cash and in need of a new asset via an RTO. Many of these have drifted down to a sub ~$2M MC/EV which makes the upside potential quite significant. If anything the ASX should be encouraging RTO’s and making re-compliance easier as it’s in the best interest for existing shareholders. CPS Capital

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SilverBow Goes Shock and Awe Somewhere in N.Y., at least one energy investment firm could be peeling itself off the ceiling. The long and popcorn-worthy proxy battle between Kimmeridge (KEM) and Houston-based SilverBow Resources (SBOW) took a dramatic twist today perhaps no one saw coming. Reese Energy Consulting is following the surprise news that after a dogged pursuit by KEM to merge its Eagle Ford assets with SilverBow’s larger position there, a third cast member has entered stage right to topple the dominos. A little backstory: KEM, known to be, er, somewhat outspoken, is SBOW’s largest investor at 13%. KEM has repeatedly made offers to acquire SBOW—the most recent for $2.1 billion in March, which was also quickly rebuffed. At the same time, KEM announced it would seek three SBOW board seats up for a May 21 shareholder vote. But after two years of a love gone wrong that included eight different merger packages by KEM and dismissed one right after the other by SBOW, the boiling pot began to spill over. KEM in April withdrew its $2.1 billion offer to focus instead on winning those board seats in a campaign of shareholder communiques and press releases rife with loaded language and accusations. Then today, the dominos started to fall in what must’ve been slow motion for certain folks. Houston-based Crescent Energy announced it would acquire SilverBow for the same $2.1 billion price tag. The company, looking to build its Eagle Ford presence, also operates in the Uinta, reporting record 1Q production of 166 MBOED. A half-hour later, SBOW followed up with news that its 2024 annual meeting of stockholders has been rescheduled to May 29. Proposals to be voted on, including nominees to the board, will not change. What do you think? Learn more about REC and our oil and gas consulting services in the Eagle Ford and Uinta at https://lnkd.in/ewhkGFa.

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Management needs to seriously consider the downside of blaming short sellers (real or fabricated) for poor stock performance. Sure, it may successfully rally some believers to your cause and pump up the stock price, but the effect is most definitely temporary, and such claims will often do the stock, and the management personally, much more harm than good. Any short-squeeze, even a real one, doesn’t last. And it certainly doesn’t do anything to change the underlying fundamentals of the company. Even if there is a buying frenzy, what the company is left with is a lot of unhappy and very short-term minded shareholders who bought in on the promise of quick profits that didn’t materialize. They don’t do much to build a successful and stable company long-term, as they will likely be looking to bail out at the first opportunity. From a regulatory perspective, trumpeting a short squeeze just got a lot more problematic. The recently SEC action against the officers of Torchlight/MMTLP for pumping up the stock price through trying to orchestrate, and them promoting, a short-squeeze which they used to sell stock should cause public companies to think twice about utilizing this strategy. If you are an officer or director of a company, railing at the short sellers, even if they are real, can bring you a bad reputation. Investors will begin to think of you as fixated on the stock market and not the underlying business at best. At worst, a market manipulator who is not serious about building a business. Either way, it will seriously damage their ability to raise funds, and is not productive for long-term success. Short-selling is just a fact of life. It happens. There will always be investors that don’t like your stock for whatever reason, real or imagined. Management shouldn’t be focused on the shorts and spending significant time going to war against them. Instead, they should be focused on building and growing their business and establishing positive long-term relationships with shareholders.  #capitalmarkets #nasdaq #otc

SilverBow Goes Shock and Awe Somewhere in N.Y., at least one energy investment firm could be peeling itself off the ceiling. The long and popcorn-worthy proxy battle between Kimmeridge (KEM) and Houston-based SilverBow Resources (SBOW) took a dramatic twist today perhaps no one saw coming. Reese Energy Consulting is following the surprise news that after a dogged pursuit by KEM to merge its Eagle Ford assets with SilverBow’s larger position there, a third cast member has entered stage right to topple the dominos. A little backstory: KEM, known to be, er, somewhat outspoken, is SBOW’s largest investor at 13%. KEM has repeatedly made offers to acquire SBOW—the most recent for $2.1 billion in March, which was also quickly rebuffed. At the same time, KEM announced it would seek three SBOW board seats up for a May 21 shareholder vote. But after two years of a love gone wrong that included eight different merger packages by KEM and dismissed one right after the other by SBOW, the boiling pot began to spill over. KEM in April withdrew its $2.1 billion offer to focus instead on winning those board seats in a campaign of shareholder communiques and press releases rife with loaded language and accusations. Then today, the dominos started to fall in what must’ve been slow motion for certain folks. Houston-based Crescent Energy announced it would acquire SilverBow for the same $2.1 billion price tag. The company, looking to build its Eagle Ford presence, also operates in the Uinta, reporting record 1Q production of 166 MBOED. A half-hour later, SBOW followed up with news that its 2024 annual meeting of stockholders has been rescheduled to May 29. Proposals to be voted on, including nominees to the board, will not change. What do you think? Learn more about REC and our oil and gas consulting services in the Eagle Ford and Uinta at https://lnkd.in/ewhkGFa.     

All this week, I've been running a Discounted Cash Flow model on Wolfspeed. I am doing this because I have believed for awhile that WOLF's stock price was significantly undervalued. So I set out to quantify by exactly how much. DCF models are the primary way that Wall Street firms set price targets for stocks. They’re not simple, and they’re highly dependent on the assumptions being used. I’ve now followed Wolfspeed for several years and have kept up-to-date on the progress it has made. I am a huge believe in its opportunity, its leadership team, and its strategic roadmap. I've updated this model three times this week. And I'm now ready to transparently share all of the assumptions I've made and the inputs I've used. The punchline: I believe WOLF's stock is currently worth $68 per share. And that represents 160% upside from today's price of $26. Here's why: https://lnkd.in/gSF-h7e5

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🚘 "But shorts are not playing a part in the latest twist in the Faraday Future story, according to analyst Ihor Dusaniwsky of S3 Partners. 'Short interest is just $55 million, so shorts are not driving the price up with short covering or down with short selling,' he told MarketWatch... The stock’s movement is clearly disconnected from the California-based company’s fundamentals. Faraday Future’s most recent quarterly results were filed in November, at which time it said it had $8.6 million in cash." #S3intheNews, MarketWatch with reporting by James Rogers #S3data . . . . . . . #faradayfuture #memestock #stockmarket #trading #investors #shortselling #fintech #markets #cfocommunity https://lnkd.in/eQBY2ecC