Monday Monitor

Grab a beverage, we have a trend to run past you

Some highlights from this weekend’s Event Driven Monitor

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The Event of the Week

Strap in and grab a beverage. We have a trend to run past you. But first, let’s start with some politics…
We’ve always wondered why they let Trump win, after blocking him in 2020. And don’t think it’s about him getting more votes, it’s ALWAYS about who counts the votes. Call it a pet theory, but the oligarchs and Deep State types watched as the Russians steamroll a few NATO armies in Ukraine, watched the Russians outsmart our military equipment, and watched as we couldn’t even re-supply Ukraine with artillery shells. The guys at the top of the pyramid had an ‘ohh sh*t’ moment.

Trump just sort of did what Trump does. Some policies that go nowhere, lots of Tweets, a few concrete actions. The problem with investing in the age of Trump, is that you never know what will have follow-up, and what will get reversed in the next Tweet.

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Kuppy’s Tweet of the Week

 


Chart and Kliff Note of the Week

Strategic Alternatives Monitor: Multifam REIT Elme Communities popped nicely since our last mention, and this week added an independent director (trustee), Ron Sturzenegger. Ron is a banker that used to Head BofA’s Real Estate and Lodging Banking division. He will serve on ELME’s “Transaction Committee” which was formed “to oversee the previously announced formal evaluation of strategic alternatives” Don’t know how a company can be more clear in saying that we will sell this thing soon…


Contingent Value Rights Monitor: OPTN agreed to be acquired by Paratek Pharmaceuticals for $9.00 per share in cash plus a CVR with up to $5.00 per share based on the XHANCE’s sales: i) $1 in case $150 mil in net sales prior to Dec 31, 2028; ii) another $4 in case $225 mil in net sales prior to Dec 31, 2029. Based on 2022 and 2023 OPTN Q4 reporting, XHANCE generated $76.3mil and $71.0mil net sales, respectively and the estimated sales for 2024 is ~$79mil. Based on the historical performance, the set milestones seem far-stretched. Yet, the company’s product is unique in its approach to sinusitis treatments, and the potential market size is in billions.

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Kuppy’s Event Driven Monitor scans over 20 corporate events for market moving information and distills them into our propietary “Kliff Notes.”  One profitable trade should more than cover an annual subscription and access to the Event Driven chatroom!

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