Member Info for Apeirogon

Half is Merrill Lynch and half BoA. Implies that they are acting for 2 or more unrelated entities.

A quick Google search says that Fool writers get about $100 per article. It’s basically low value click-bait to bring people in to buy a premium service. Would love to know if anyone has personal experience of those who write for them.

They are a litigation specialist. Obviously taken a look at the chance of Indivior’s winning and decided it’s worth taking a long position.

Bytedance EBITDA jumps 79% to $25bn in 2022.

I dipped my toes in today. It’s well off the highs and we still have Standard Industries with a toe-hold 5+% stake and a deal with Plug Power. Both of these factors put it firmly in the sights of US industry at a time when Biden has lit the fuse under green investment.

OPEC+ Makes Surprise 1 Million-Barrel Oil Production Cut

On Bloomberg News now

ATT only buys listed companies above 2bn mkt cap. The NAV is transparent.

Berenberg pointed out that current prices are a great entry point. H1 will be weak as companies delay spending but the 5G commitments are real and will have to take place eventually. SPT will have a much better H2 and 2024 guidance ought to be strong.

Woodford invested in tiny start-ups with zero chance of success… one of them was trying to achieve Cold Fusion for goodness sake.

I completely agree. There are too many retail types here who only know 2 oil companies.

Basic research = reading the company’s own website ?

Bio-Kult is owned by Archer Daniel’s Midland , a $41bn mkt cap company. Their products are freely available in pharmacies and health food shops. They also contain Lactobacillus Plantarum. Why on earth would anyone bother with Opti ?

and yet TikTok is an official sponsor of the 6 Nations.

Viavi trades on 31x PE. The sell off in SPT does look overdone. They have said that performance will be in H2 and that it is largely recurring revenue. Should get re-rated later in the year.

A Fund like Marshall Wace perhaps ?

155.8 million

So, Morgan Stanley have bought 2.1% of the company since 22 Feb. =43 million give or take

The company can buy bonds in the open market. They don’t need to tender at a massive premium or invoke a make-whole call. The bonds are trading well below par currently.

Should be considered a target by a US group at this depressed share price. They will be more than familiar with litigation and comfortable with the outcome.

Probably acting as Prime Broker for any number of hedge funds behind the trade. Nevertheless, smart money for sure.