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Catalyst Capital @leveredvalue

Global special sits professional by day, shitCo & option enthusiast at night. Tweets are my views/reflect positioning not reccs, RT=! endorsement, DYDD and GLTA

Joined November 2011
  • Tweets 1,276
  • Following 1,331
  • Followers 1,358
44 Photos and videos
Anyone know of brokers that offer lending against OTC listed securities for US based retail/HNW clients?
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Anyone care to make the steel man case for owning $WMT $CAT $GE $IBM at these valuations? Totally confused here
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Any views on the $MURA excess cash CVR? @ClarkinM @Lord_of_Biotech @Biotenic @thewritser seems like payout should be closer to top of range but always like hearing from the usual suspects
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Fellow $CKX enjoooyers -what do we make of this sale and price received? @e_pap4, @vincepagano, @kingdomcapadv @7thDayTrading @sweatyEquities @halviocapital @articFoxCap @ozzieCapital
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$HRGG gone as well for >$20/share. Now on BCOW AFBI and MGYR :) morningstar.com/news/pr-news…

Catalyst Capital@leveredvalue
1 Mar 2025
Probably a better question to ask is who do you think sells in ‘25? My list is $HRGG $BCOW $AFBI $PBBK $MGYR
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$NWFL to acquire $PBBK for a mix of cash/stock (~$20/share) 🙌 globenewswire.com/news-relea…

Norwood Financial Corp Extends its Pennsylvania Presence with Strategic Acquisition of PB Banksha...

Norwood Financial Corp Extends its Pennsylvania Presence with Strategic Acquisition of PB Bankshares, Inc. ...

globenewswire.com
Catalyst Capital@leveredvalue
27 Jun 2025
Have a feeling we see some special sits play out on Merger Monday 🤞 $CKX $PBBK $MGYR $AUBN
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Good night, sweet prince 🫡 businesswire.com/news/home/2…

NYSE to Commence Delisting Proceedings Against BP Prudhoe Bay Royalty Trust (BPT)

The New York Stock Exchange (“NYSE”, the “Exchange”) announced today that the staff of NYSE Regulation has determined to commence proceedings to delist the u...

businesswire.com
Catalyst Capital@leveredvalue
31 Dec 2024
Happy $BPT trust termination eve for those that celebrate 🎉
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Calling all sh*t bank enthusiasts: which gets sold next? @OurBank3 @FredinHeaven4 @thebankzhar @curttho28964890 @hazak1234
32% NSTS
38% SFBC
19% BCOW
11% RMBI
37 votes • Final results
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Short thread on my favorite special situation today; $AIV trades at $8.70/share today, but is worth $11-13/share based on recent comparable sales of MF portfolios. Management is liquidating the business piece meal, and given strategic alternatives have been in the works (1/n)
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more replies
Of the key development parcel in Miami and $9-11 on the remainCo along with aggressive buybacks along the way, shareholders have the opportunity to earn an exceptional risk adjusted IRR in a short duration special sit (3/3)
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Presence of several sharp elbowed activists and strong buybacks plus insider ownership and commitment to asset sales is unique and gives investors comfort on value discovery (4/4)
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Have a feeling we see some special sits play out on Merger Monday 🤞 $CKX $PBBK $MGYR $AUBN
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Odd trading in $PBBK and $CKX last few days - someone trading like they know something, guess the rest of us will have to wait for the SEC filings to come out…
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What went wrong with $FTRE and this is an opportunity? @CurreenCR @Borlaug_ @LuisVSanchez777 @Randall7575 @peter_mantas
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Company pretty close to breaching covenants, but these are scarce assets that have perpetually had a bid at mid-teens EBITDA or more and EBITDA seems to be closer to trough than peak on a leveraged equity stub with limited debt maturities in sight
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Any one following the $FFNW deal? Spread looks juicy again.. @JustBankStocks @PhilTimyan @BrianLorraine1 @thebankzhar @ArbStocktipster
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Catalyst Capital retweeted
PokeyD90@Pokeyd90
6 Jan 2025
alright who did this?? .... the dunce cap was a step too far 😂
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Disappointing sale price from $HE for ASB, don’t understand how its not a conflict for HE to sell control to independent directors and management at a dirt cheap price
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Happy $BPT trust termination eve for those that celebrate 🎉
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