Some highlights from this weekend’s Event Driven Monitor
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The Event of the Week
KEDM Deep Dives are Live!
A few weeks ago, we issued our resolutions and noted we were spinning up some deeper dives to help us track some of the longer duration events with a lot of moving pieces (e.g. spins and privatizations). We are slowly working our way through building the research processes needed to produce it but wanted to provide a draft of what’s to come. Going forward, we’ll issue these prior to the event but for the first couple reports, we wanted to get our analyst’s head wrapped around the workflow. Please note that these dives are NOT recommendations or opinions but rather a repository of details pertinent to the event. When we issue a Dive, we’ll present them in the KEDM notes and also find a home for them in the Member Portal on the website. We hope you enjoy and get some value…
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Kuppy’s Tweet of the Week
Big Uranium Production Miss From the Kazakhs Last Week…
Chart and Kliff Note of the Week
Not a CEO change but BLBD just updated their Change in Control Plan for their executive officers. Upon a CIC, the management team receives their annual bonus times an increasing multiplier ranging from 2 – 6x based on the takeout price. At the current stock price, management already qualifies for a 4x payout, about as clear of a sign as you can get that they’re wanting to sell this thing. The business also announced a buyback (see Buyback Notes).
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Friends of KEDM
- KEDM subscribers Vincent Daniel and Porter Collins got together with their Big Short Brethren Danny Moses and Steve Eisman at iConnections for a panel interview. This is the first time EVER that they have shared the stage to reflect on the 2008 financial crisis and parallels they see today.
- Another legendary KEDM subscriber Bob Robotti did a “Best Ideas of 2024” presentation for MOI Global earlier this year. The unlocked version is finally making the rounds.
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!