Post by
testomax on May 18, 2023 12:31pm
deductive reasoning
Obviously there are no share acquisition offers in the mix or we would see some serious accumulation through this downswing....that leaves piecemeal sales or strategic investment or funding which won't really bump this back up where we would all hope it to be. Anyone see any research on break up value?
Comment by
Smallcap123123 on May 18, 2023 8:59pm
Voss capital took a 13 percent position. If you go on their q1 report you will see their rationale
Comment by
Blueswin on May 19, 2023 3:57pm
can you post where to find Voss capital 1Q? Thanks!
Comment by
Smallcap123123 on May 19, 2023 10:11pm
https://www.vosscap.com/quarterly-letters
Comment by
Blueswin on May 19, 2023 10:52pm
Thank you that was great!
Comment by
Smallcap123123 on Jun 13, 2023 7:34am
Some big buying... another 2 updated alternative monthly reports. North peak increased their holding to over 17 percent and fidelity has just over 10 percent now.
Comment by
Blueswin on Jun 14, 2023 5:38pm
Wow! That is a lot of shares! Hopefully there will be good news in Aug.