FLYHT Aerospace Solutions Ltd V.FLY

Roumell Opportunistic Value Fund (RAMSX)

[sollmg]

Don't know if anyone has mentioned this but Roumell took a position of 2.5 Million shares (6.9%) sometime in Sep. The quote from their website is very interesting.

"Roumell Asset Management, LLC pursues long-term capital growth through opportunistic value investing. We seek to own a basket of deeply researched, conservatively financed securities that are out of favor, overlooked or misunderstood by Wall Street and thus able to be bought at a significant discount to our calculation of intrinsic value. We are looking to identify companies that we would take private in a heartbeat.

We believe our size provides us with a structural investment edge. Limiting our AUM gives us the ability to be nimble and to pursue investment opportunities in corners of the market most likely to be mispriced. Moreover, we are able to take position sizes that can have a meaningful impact on our portfolio."

https://www.roumellfund.com/

 

[CF105]

From sollmg's link...  Roumell Opportunistic Value Fund Portfolio Holdings as of 9/30/2021 Ticker Cusip Description Shares Market Value % of Portfolio TOIXX 60934N500 Federated Treasury O bligations Fund 39,284,472.720 $39,284,472.72 29.36% GSIT 36241U106

[PeterPiper]

Anybody know about this organization? Are they a well respected asset management firm? It gives Flyht a bit of much needed exposure in the US, at the very least. Piper

[Givmeabreak]

They can't help this thing... 

[RayDonovan78]

Their not happy today if they purchased 2.5 million shares in Sept. 

[Givmeabreak]

It's almost comical to watch. Zombie company!

[RayDonovan78]

They should have waited, nice 30% hair cut since Sept. 

[Thylor09]

Ray, you should now better  They had to have bought with me on the 75 cent deal.  Not enough volume went thru to buy thay much on the markets. So they bought at 75 cents now 73 cent They are not down 30 percent Please do proper work

[RayDonovan78]

Im just going by the noise posted here that they bought in Sept not in July when the private placement closed......Either way I really dont care, I have given up on this years ago, I love reading the new hyping morons that appear every year then fizzle away and so will you. 

[Thylor09]

Many companies only have to post these type of events once a quarter.  So actual buying and imforming public can be at different times.

[Thylor09]

Ray I am not hyping anything, this could very well fail to meet my expectations. This sounds like you are 100 percent sure "I love reading the new hyping morons that appear every year then fizzle away and so will you.: Must be nice to know things before they happen

[Thylor09]

I think they have a shot at 25 million revenue next year, at least on a run rate basis by 4th quarter of 2022 This is barely above what they were doing pre covid Am I 100 percent certain like you, No I am not

[RayDonovan78]

Stop DRINKING !!!!  Psychosis is setting in !!!

[Thylor09]

lol

[Thylor09]

Love to see your projected revenue number Ray Do you have one??? Or do you prefer to remain completly vague

[RayDonovan78]

Its not rocket science.....Loook at the last 20 years.....Great investment.....

[Thylor09]

I did not buy in the last 20 years, I initiated a position on July 7 of 2021. I started at 75 cents not 4 dollars like it was in the past Ray, Do you also drive looking in the rearview mirror?