Albion River Sells Shares Following Board Refresh and Positive Earnings at Ducommun Incorporated (DCO)
Key Summary: On April 1, 2024, Albion River LLC's affiliate, Ignium LP (9%), expressed interest in acquiring Ducommun through a letter to...
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Value Investing
Ananthi.T 17BT002
Mar 273 min read
Runa, Smartfin, and Open Ocean Entities oppose K1's Acquisition Proposal for MariaDB (MRDB)
Key Summary: On September 7, 2023, Runa Capital Fund opposed dilutive equity financing, suggested debt options. On September 14, they...
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Ananthi.T 17BT002
Mar 264 min read
180 Degree Capital withdrew its nomination of Mr. McLaughlin and its proposal to declassify the Board at comScore (SCOR)
Key Summary: On March 6, 2023, 180 Degree Capital criticized the company's governance, calling for changes. On April 20, it raised...
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Ananthi.T 17BT002
Mar 251 min read
Buxton Helmsley reaches agreement with Fossil Group (FOSL) Board
Key Summary: On Feb 20, 2024, Buxton Helmsley Group planned to nominate 4 directors to Fossil's Board, criticizing leadership for stock...
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Ananthi.T 17BT002
Mar 202 min read
Iljin SNT Advocates for Management Overhaul and Spending Rationalization at Aurinia Pharmaceuticals (AUPH)
Key Summary: In 2023, Iljin SNT Co., Ltd. expressed its dissatisfaction with the board's composition by advising a "Withhold" vote...
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Ananthi.T 17BT002
Mar 201 min read
Elvin Lee and Jerald Hammann Call for Board Overhaul at Salarius Pharmaceuticals (SLRX) Amid Mismanagement Concerns
Key Summary: Elvin Lee and Jerald Hammann criticized Salarius Pharma's board for mismanagement and called for overhaul. Market Cap: $2...
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Ananthi.T 17BT002
Mar 181 min read
CLS Therapeutics Advocates for Management Overhaul at Xenetic Biosciences (XBIO) Following Stockholder Opposition to Executive Compensation
Key Summary: On March 18, 2024, CLS Therapeutics, LLC, holding a 14% stake, sent a letter to the board's Corporate Secretary expressing...
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Ananthi.T 17BT002
Mar 172 min read
22NW Fund Signs Support Agreement with DIRTT Environmental Solutions Ltd (DRTTF), Nominates Aron R. English for Board
Key Summary: On April 26, 2022, shareholders elected 22NW's entire slate to DIRTT's Board of Directors, marking a significant shift in...
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Ananthi.T 17BT002
Mar 131 min read
Land & Buildings Calls on Equity Commonwealth to Take Long Overdue Step of Liquidating Remaining Assets and Returning Capital to Shareholders
Key Summary: On March 13, 2024, Land & Buildings Investment Management (3%) proposed liquidating EQC’s remaining properties and returning...
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Ananthi.T 17BT002
Mar 71 min read
Elliott Investment Management Engages with E2open Parent Holdings (ETWO) on Strategic Review
Key Summary: On March 7, 2024, the company launched a strategic review to enhance shareholder value and its position in the supply chain...
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Ananthi.T 17BT002
Mar 61 min read
Galloway Capital Partners proposed a board nominee for Koil Energy Solutions (KLNG)
Key Summary: Galloway Capital (8.3%) urges strategic alternatives for shareholder value, proposing a board nominee due to stock...
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Ananthi.T 17BT002
Mar 62 min read
ICC Holdings' (ICCH) Announces Merger Agreement and Stilwell Withdraws Board Nominee
Key Summary: On March 6, 2024, Stilwell issued a Proxy Statement and a GREEN universal proxy card to shareholders, seeking their votes...
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Ananthi.T 17BT002
Mar 51 min read
Irenic Capital Management reached cooperation agreement with Barnes Group (B)
Key Summary: On January 29, 2024, Irenic Capital (5.1%) nominated director candidates. On March 7, 2024, it reached an agreement with the...
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Ananthi.T 17BT002
Mar 12 min read
The Chefs’ Warehouse, Inc. (CHEF) Reaches Cooperation Agreement with Legion Partners Asset Management
Key Summary: On January 26, 2017, Legion Partners Asset Management disclosed a 5.9% stake in the company, advocating for changes. By...
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Ananthi.T 17BT002
Mar 12 min read
Shareholders voted for each of the 11 Starbucks (SBUX) director nominees at the AGM
Key Summary: On December 19, 2023, The Strategic Organizing Center (SOC) nominated three director candidates for election to the board at...
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Ananthi.T 17BT002
Feb 291 min read
Children's Place secures $78.6 million loan from Mithaq Capital
Key Summary: Mithaq Capital sought governance change and financing discussion. On Feb 29, 2024, $78.6M interest-free loan agreed, 4 new...
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Ananthi.T 17BT002
Feb 281 min read
Fund 1 Investments reached agreement with Citi Trends (CTRN)
Key Summary: Fund 1 Investments (10%) aims to boost stockholder value, initiating discussions with management. Company agrees to appoint...
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Ananthi.T 17BT002
Feb 271 min read
Echo Lake Capital Urges NeuroMetrix (NURO) Liquidation for Shareholder Value
Key Summary: On Feb 27, 2024, Ephraim Fields, Echo Lake Capital (9.3%), urged NeuroMetrix's Board to address its significant...
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Ananthi.T 17BT002
Feb 261 min read
Twilio (TWLO) Stockholders Reject Proposal to Declassify Board of Directors at AGM
Key Summary: Legion Partners urged strategic alternatives and buybacks; Anson Funds critiqued governance and stock performance,...
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Ananthi.T 17BT002
Feb 211 min read
Nevro Corp (NVRO) entered into a Cooperation Agreement with Engaged Capital
Key Summary: On Dec 11, 2023, Engaged Capital (6%) announced ongoing talks with the Board and management to enhance shareholder value. On...
2 views0 comments
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