Writser

@researchne89461 @InvestSpecial Previous bump was prefaced by a mutual agreed upon delay to the tender offer start. Today another strange 3 day delay was announced, suggesting that there still might be somebody around trying to make a move.

@InvestSpecial Any idea why this is trading above the offer ? Tempted to take it off here..

$ASRT gets a deal bump to $21.80/share. 20%+ above the original bid and write-up levels. Initially a CVR play. But the tender launch postponement last week started to smell like an overbid was coming. Quick turnaround on this one.

@NeverLoseMoney @Ron284Ron I only own a handful and consider it an interesting experiment.

@thewritser @Ron284Ron They probably are. I'm not really interested after this move though. Also not clear to me if my broker would handle the conversion well and if I'd be able to receive dividends and the option to participate in a future buyback.

Stock symbol $MRGO No longer appears. Apparently they filed to delist and may merge with a Singapore entity. Info available says it's on Expert Market.

@NeverLoseMoney @Ron284Ron I also held a few shares, happy to hold them through the redomestication. These projections, together with their past financials, suggest to me that shares were very cheap.

@Ron284Ron The Spector family held 80%+ of the $MRGO shares so this was a done deal. Minority shareholders screwed and left with their appraisal rights. Was lucky to be able to sell my few shares. They did mention they might do buybacks of the private shares in the future. [2/2] $MRGO

Just a tourist here. If anybody is familiar with the company I'd love to hear it. Undoubtedly it's a total shit show but I bought a handful of shares just for fun.

$CPIX seems, like $CVV a while ago, another stock that is being pumped, crazy volume and volatility today, but it actually seems ... reasonably priced? Sold a subsidiary for 100m, diluted mcap 70m. I'm sure it's a shitco but it's priced at liquidation value despite the pumping.

@jefke00 Thanks for your thoughts. "Today's news decreases the value in "no deal", but increases chances of a deal.". That's also my thought but I'd say the stock should be flat/up on that? I don't know, maybe Sutton is some sort of super star ..

I think your timing is a bit off, unless I'm missing something: Bid was from 18 Nov 2025. Rejected in Dec 2025. AIP started buying shares in open market and filed 13D 2 months ago (making the NBIO public) My uneducated read: Sutton joining was part of initial renewed enthusiasm for the stock. Him being out 4-5 months later kills the turnaround story. => Today's news decreases the value in "no deal", but increases chances of a deal. Sutton wants to run the company for a jackpot payout, but BoD would rather take the sure thing and sell now? x.com/jefke00/status…

$RYAM: large shareholder lobbed in an unsolicited $11 - $12 bid a week ago. Today the CEO resigns and the company hired Morgan Stanley to look at strategic alternatives but shares are down on massive volume? Why? I'm probably missing something, just don't know what.

@kab604 Ask your significant other?

Is there a quick way to asses brand 'health'/trajectory?Basically a one click/one-prompt way to assess brand health based on public information like Google Trendsm, website traffic etc and what have you?

@JuniorMintMed1 I have not received anything nor heard anything from the liquidators. A second distribution will probably be announced on their website.

@thewritser I have not— have you received?

$ACHL with a an initial distribution. Larger than I expected and also nice to see the ADS fee "only" is $0.025 for this distribution (my assumption was $0.05).

@MicrocapStalker Unfortunately the price is also reflecting that ..

@MicrocapStalker proceeds for their scrap assets. So now that they sold their HB-400 program for $5m I think it is likely we're gravitating towards the middle or upper end of the range (as always, make your own assumptions).

Wrote a little something about $HOOK, yet another biotech liquidation. Looks attractive to me. Check it out here: stocksandstuff.com/p/hookipa , feel free to point out any glaring errors!

@JuniorMintMed1 Have you tried contacting the liquidators?

@thewritser When is second payment

@Ron284Ron Shots have been fired: businesswire.com/news/home/2026….

$SEER Omid Farokhzad back in '21 sold $100 mil. worth @ $64.15. Forever comfortable. I was short this for a while after this. Why? Read the original prospectus. Had a bankruptcy under his belt, that wasn't mentioned in the prospectus. Agrees to take over today @ $2.25.

@Corp_Raider99 @VariantInsight Should work now.

@VariantInsight @thewritser your DMs appear closed .. shoot me a message please at your convenience

$maps fascinating price action. No firm opinion, but seems strange that a company with $60m in cash that was worth ~$120m yesterday is now worth ~$70m because it is going to delist from the NASDAQ. Delistings often present interesting opportunities.

@stoked_on_waves And listed through a SPAC on top of that .. I'm also tempted but am probably not going to buy either.

@thewritser I probably should buy this but I don't think I can make a bet that the manager of a weed company won't screw me. grifter industry

@Uzocapital That's what all these companies that voluntarily delist do. Otherwise they'd still have the regulatory burden of being listed but not the upside of being actually listed. And yeah, it's always a bit scary but most of these companies continue sharing financials with shareholders.

@thewritser its not just going to otc - they are filing Form 25 with the sec which means they can stop reporting 10k / 10q etc

@TiehackCapital Probably all connected. My guess: the founders wanted to delist and switch auditor to save costs / avoid cannabis regulatory hassles, effectively going dark. Board member resigns because this wasn't his idea of good corporate governance.

Add it to the pile of small caps with crazy price action around a delisting: $OMCC, $SFES, $TTSH, just from the top of my head.

And yeah, I understand that there probably is some signalling in the move, i.e. we're not going to take this private and we might screw you over. But still this seems like an enormous move in enterprise value caused by what you could (very optimistically) call a non-event.