$WILD.TO was a good coffee money pickup for the tender that, somewhat to my surprise, was barely oversubscribed.
Ex post, this was very attractive to oversize rather than just collect my C$.19 spread on 99 shares.
Another datapoint to enhance ze supabase solver.
$UTMD surprised me in only seeing ~half the offered shares (20% of outstanding) tendered.
Anyone have some dope proration scenario models / prompts they'd like to share?
This morning in $UTMD a good example of broker operating choices mattering. Spot price exceeded the odd lot tender fixed $75--allowing nimble shareholders to sell to Mr. Market this morning at prices in excess of the delayed tender payment's present value.
I voted!
Super easy. Early, in person, at any location in Hillsborough County. I made a mistake on my vote-by-mail ballot, brought it w, and they have a process where the worker cancels the VBM. Took less than 10 minutes to park, walk in, and do my civic duty 🫡
Haircut time!
Ignore 'technicals', watch capex revisions.
The debt brakes have been tapped this summer, what happens if corporate earnings stop seeing marked up non-op income, or, gasp, a reversal?
Replying to @AnnaEconomist
Kevin Warsh said he is watching the second derivative of ai capex. Well, that second derivative has peaked this year, we think.














