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Latest post22 Sept 2026


Mistras Group, Inc.	$MG: a 40-day go-shop, a half-price break fee, and the biggest outside holder selling calls into it	-	22 Sept 2026
Supernus Pharmaceuticals, Inc.	$INDV: the merger agreement told the board to pay a billion dollars to one side	-	21 Sept 2026
Indivior Pharmaceuticals, Inc.	$INDV: the merger agreement told the board to pay a billion dollars to one side	-	21 Sept 2026
LCI Industries	$LCII: they pulled the antitrust filing and started the clock over	-	19 Sept 2026
Patrick Industries, Inc.	$LCII: they pulled the antitrust filing and started the clock over	-	19 Sept 2026
Dream Finders Homes, Inc.	$DFH: the land banker, the preferred buyer and the board observer are the same firm	-	18 Sept 2026
DoubleVerify Holdings, Inc.	$DV: the equity cheque is smaller than the cash already in the company	-	16 Sept 2026
Centerspace	$IRT: Centerspace earmarked 60 million for a special distribution, then sold itself instead	-	15 Sept 2026
Independence Realty Trust, Inc.	$IRT: Centerspace earmarked 60 million for a special distribution, then sold itself instead	-	15 Sept 2026
ACV Auctions Inc.	$ACVA: Copart calls it complementary, then writes a 115 million dollar antitrust fee	-	14 Sept 2026
Atkore Inc.	$ATKR: a bidder offered 72 dollars if it could skip the lawsuits	-	12 Sept 2026
Varex Imaging Corporation	$VREX: the board said no to 18.50 in 2024, and sold at 18.90	-	11 Sept 2026
Anavex Life Sciences Corp.	$AVXL: the CEO was fired for cause in April, and nobody has said why	-	10 Sept 2026
Personalis, Inc.	$PSNL: the stock is 17.20 and the deal is capped at 16.25	-	9 Sept 2026
Gran Tierra Energy Inc.	$GTE: the sale is 1.33 billion, and the net cash is 315 million	-	8 Sept 2026
GoPro, Inc.	$GPRO: the cash is 1.14 dollars and the stub is 25 cents	-	5 Sept 2026
Limbach Holdings, Inc.	$LMB: revenue is up 22 percent, and gross profit is down	-	3 Sept 2026
Utz Brands, Inc.	$UTZ: the family gets 44 million on the side, and puts 33 of it straight back in	-	2 Sept 2026
Lantheus Holdings, Inc.	$LNTH: management's own forecast earns 5 dollars of the 12-dollar CVR	-	1 Sept 2026
Arbutus Biopharma Corporation	$ABUS: the buyback is 230 million, and the claim still on appeal is 1.3 billion	-	31 Aug 2026
Better Home & Finance Holding Company	$BETR: the founder wants his job back, and he has 22% of the votes he needs	-	30 Aug 2026
MSG Knickerbockers Corp.	$MSGS: they filed the Rangers spin-off with 114 blanks still in it	-	29 Aug 2026
Madison Square Garden Sports Corp.	$MSGS: they filed the Rangers spin-off with 114 blanks still in it	-	29 Aug 2026
Pilgrim's Pride Corporation	$PPC: the controller offered a zero-percent premium, and the stock went up	-	28 Aug 2026
FMC Corporation	$FMC: a strategic agreed to pay 13.30 for a fifth of the company, and the stock is 11.02	-	24 Aug 2026
Iridium Communications Inc.	$IRDM: the exchange ratio hasn't been set yet, and won't be until two days before closing	-	23 Aug 2026
Churchill Downs Incorporated	$CHDN: they listed nine casinos to sell, and quietly stopped buying back stock	-	22 Aug 2026
InMode Ltd.	$INMD: the higher bidder just lost in court, and the stock is below both offers	-	19 Aug 2026
Papa John's International, Inc.	$PZZA: the bidder reported to own 10% has filed the same 4.9% seven quarters running	-	18 Aug 2026
DNOW Inc.	$DNOW: they printed 81 million shares to buy MRC, and now they're buying them back	-	17 Aug 2026
Gentherm Incorporated	$THRM: the vote is September 10, and the hard proposal needs a majority of every share outstanding	-	16 Aug 2026
Dave & Buster's Entertainment, Inc.	$PLAY: they struck the new CEO's options at the bottom of the slide	-	15 Aug 2026
Bioventus Inc.	$BVS: the sale process is live, and the pop is already gone	-	14 Aug 2026
BlackRock TCP Capital Corp.	$TCPC: a 10% NAV hit, and the stock went up	-	13 Aug 2026
Hims & Hers Health, Inc.	$HIMS: the FTC sued on July 29, and Q2 prints Monday morning	-	9 Aug 2026