Clark Street Value
Monday, April 8, 2024
Asensus Surgical: LOI with Buyer, Highly Speculative
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Similar to MRDB, this is pretty speculative. Asensus Surgical (ASXC) (~$73MM market cap) is a cash burning medical device company that make...
10 comments:
Monday, April 1, 2024
MariaDB plc: In Default, Highly Speculative, 3 Bidders
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This is highly speculative, but I wanted to bring the discussion out of the comment sections of my BFIN post as I found the situation inter...
19 comments:
Wednesday, March 20, 2024
James River Group: E&S Insurer, Broken Divestiture, Strategics Circling
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James River Group Holdings (JRVR) is a small (~$295MM market cap) insurer primarily focused on small and middle market casualty risk in the ...
9 comments:
Wednesday, March 6, 2024
BankFinancial: Shareholder Discontent, Activist Added to Board
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BankFinancial (BFIN) is a small ($1.5B assets, $125MM market cap) community bank with 18 branches scattered across the Chicago suburbs. It ...
22 comments:
Friday, March 1, 2024
Limoneira: Citrus Farmer, Pursuing Strategic Alternatives
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Limoneira Company (LMNR) ($330MM market cap) is a California based citrus farmer (primarily lemons, secondarily avocados) packager and part-...
16 comments:
Wednesday, February 14, 2024
Merrimack Pharmaceuticals: Ipsen Milestone Achieved, Liquidation
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Merrimack Pharmaceuticals (MACK) ($220MM market cap) is essentially a publicly traded CVR in a c-corp form, I owned the stock briefly in 201...
32 comments:
Thursday, February 8, 2024
Enzo Biochem: Asset Sale, Cheap RemainCo Likely for Sale
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Enzo Biochem (ENZ) (~$65MM market cap) in July 2023, closed on the sale of their clinical laboratory division to Labcorp (LH) leaving their...
14 comments:
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