L/S Analyst

@CVCResearch Agreed - Hard to imagine they are so serious if they didn’t buy the stic stake…

@Analyst1989 They’d need >5/6 approval from $DDI minority shares. This price is nowhere near high enough to get that imo. If DoubleU is serious here, they’ll have to meaningfully increase the bid. What should happen is the independent committee passes and $DDI starts buying back stock…

Parent company DoubleU Games offering to buy out minority shares of $DDI. The offer price seems way too low, and hopefully DoubleU will be forced to increase it I wrote up a $DDI long in February valueinvestorsclub.com/idea/DOUBLEDOW… "DoubleU offers $11.25 a share to buy out $DDI investors"

@CVCResearch If DuG really wants this, wouldn’t they have bought the stic shares?

@CVCResearch And 95% affirmative vote is required… what do you think is the likely outcome here

@GHadjia @aseoane123 @Sebasti13651557 Ultimately he owns 45% of the company - he’s aligned w the share price

@GHadjia @aseoane123 @Sebasti13651557 Concerning. ESP considering his battery playbook. But maybe he wanted the pureplay aerospace to list in US - he tried ipo and PE and failed so he just bought it himself. Yes, prob took some equity value w/ him, but maybe he adds 10x that if it rerates to US peers. WDY think?

Bristlemoon published a writeup on Montana Aerospace $AERO SW. AERO is one of the fastest growing aerospace suppliers, having grown its Aerostructures revenue at an 11.5% annual rate between FY22 and FY25. The co is poised to benefit from the OEM build rate ramp up...

@GHadjia @aseoane123 @Sebasti13651557 Odd. He wasn't on the H225 call, and in May 2025 - Pistauer was moved from co ceo to advisor on the board, and 2 independant board members Williams and Wieser, stepped off. No interim ceo. Think this is setting up for some sort of strategic alt?Tojner wanna buy it? List it in us?

@aseoane123 @Sebasti13651557 Yeah - I wonder what prompted the resignation. Obv not positive.

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@orrdavid Is it more likely for equities or oil futures to be mispriced - maybe futures are lagging equities

Oil 1 year out is still $70. The oil Market - which could be wrong, of course - is still saying this is not a long term conflict. If it's not long term, equities are trading on vibes not fundamentals.

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@MaaizKhan The market was likely skeptical of the closing after multiple amendments... The stock gave up all its gains following the announcement in Aug. What do you think

Feels kind of wild that $SEG is up 10% on the completion of $143M sale of Water street. This is after buyer went hard on $8.5M in deposits. And was announced long ago.

@ShalinSShah @OSA_Rochester ir.seaportentertainment.com/news-events/pr…

@OSA_Rochester @Analyst1989 Any word from IR?

$SEG - Deadline day for 250 Water Street - Not a great sign it's taking this long.

@MaaizKhan Thank you - What do you make of the fact that web traffic in the Emerging segment is down yoy despite the return of Zyn?

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@OSA_Rochester thank you

All fair questions to which I do not have any insights. I reached out to IR to see if they can shed any light, unsure if the $8.5m on deposit is for some reason excluded from the sale price. Given how far along we are in the process, giving the buyer a $9m price concession vs. having to go to market again is a no-brainer.

@OSA_Rochester Interesting TY. What do you make of the price reduction? Any implication that the delays are coming from the seller or the underlying asset? Did they uncover S/T? Note this was a contaminated property.

Another amendment - Likely good-very good news. Buyer would have walked away if they 1. Didn't want the property. 2. Something material changed during DD. A ~1 week extension signals it's more of a formality with final documents in the works.

@orrdavid @Crowded_Mkt_Rpt @orrdavid

@orrdavid @Crowded_Mkt_Rpt Interesting - do you think a reversal from repatriation/forced buying is plausible here?

Yen hitting new lows right after a rate hike seems like a news failure event @Crowded_Mkt_Rpt

@srg444 @UScannainvest @cmarttrades @srg444 Thanks, I hear the reasoning but ultimately the company itself said " the annual limitation is minimal after analysis... the post 11/24 shield imo isnt sig enough to argue post reschedule and hemp ban that gti keeps IP at RYM. How do you handicap that risk?

It's the right question. Short answer, seems subject to Section 382, which is odd bc there wasn't an official change in control (by my reasoning) offset by RYM still clipping negative book taxes since the Nov cutoff (so there's shielding). My guess is that they'll be able to realize them, but not as fast or high quantity. State taxes different situation.

If you believe rescheduling is coming then $RYM after the 55% drawdown is the best value in the entire cannabis industry right now. High risk, high reward as with anything in the space, but I love the valuation following the selloff. $MSOS $GTBIF