Tim Eriksen @erikseen_tim
CEO Solitron Devices, hedge fund manager of Cedar Creek Partners, micro cap investor, Christian, The Master's Univ., Texas A&M MBA. Joined August 2012-
Tweets61
-
Followers27
-
Following690
-
Likes0
Fantasy football draft tip. If you play in a league with IDPs (individual defensive players) such as Yahoo! Fantasy, Travis Hunter can be your defensive player and his offensive stats will count too. Check your league scoring to verify.
National Stock Yards $NSYC sale falls through otcmarkets.com/stock/NSYC/new… (no position)
PharmChem $PCHM shareholders approval sale of company for $3.75 per share. otcmarkets.com/stock/PCHM/new…
$ENDI reported this morning. Lots of moving parts as expected. Reported EPS is meaningless due to warrant market to market and one time transaction fees. Adjusted EBITDA, a number I usually hate is very helpful, - nearly double the prior year and up over 30% from prior…
Cash and investments are $42.9 million, or over $8 per share. If you assume NCI is all cash it reduces it by $7 million to $6.75 per share. If we reduced adjusted EBITDA for the NCI portion it was $2.2 million in the qtr or $8.9 million annualized. EV is $48M only 5.36x ebitda
Good call by Andrew on $QUCT. Reallocating capital from Messer and the Goleta property into higher income generating assets (likely trust management) will be significant. $40-$50 million of proceeds eventually earning $5-$6 million pre-tax.
Good call by Andrew on $QUCT. Reallocating capital from Messer and the Goleta property into higher income generating assets (likely trust management) will be significant. $40-$50 million of proceeds eventually earning $5-$6 million pre-tax.
Not sure how I feel about Gabelli controlled Teton Advisors $TETAA. Recently sold Keeley funds to Gamco $GAMI (related entity) for minimum of $11.5 million payable over 5 years ($5.5 million upfront per GAMI filing). Teton had $22.3 million of cash ($13.78 per share) and $2.9…
I should note the stock is not very liquid and the B shares are really illiquid although they are convertible.
Westell $WSTL reported a great quarter. I don't own it any longer. It sure would be nice if management understood the importance of good MD&A. How we can estimate revenue and earnings without some guidance?
$ENDI CrossingBridge subsidiary assets under management up to $4.1 billion versus $3.4 billion at beginning of the year and ~$4.0 billion at June 30.
Another excellent quarter for Skyline Bankshares $SLBK which was profiled in Cedar Creek's Q1 letter. EPS for qtr of $0.68 plus $0.04 of intangible amortization = $0.72. Price $16.30 so trading at under 6x earnings.
Activists play an important role in microcaps. They help get rid of bad actors. They usually make shareholders money either through a run up in price during the proxy fight and/or after when they take over. When in doubt vote with the activist.
Cedar Creek Partners Q2 investor letter released. Fund up 5.8% in Q2, 15.1% YTD. $ENDI $SODI $PCHM $PHIG $PROM $FIEB $PDRX $ROYTL $PDRX eriksencapitalmgmt.com/investor-lette…
PharmChem $PCHM being acquired for $3.75 per share. prnewswire.com/news-releases/…
Pacific Coast Oil Trust $ROYTL saga continues. Auditor resigns notes that PCEC failed to provide information to support wells in ARO calculation. Trustee notes PCEC failed to fund investigation as required. My biggest gripe right now is Trustee is allowing PCEC to charge…
Solitron Devices $SODI fiscal first quarter results released. Soft quarter as we had said in prior releases. Backlog is strong. Expect revenue to increase during this quarter and be steady in third quarter. Details on CBE investment. otcmarkets.com/stock/SODI/new…
If anyone with deep pockets is looking to buy or add to JG Boswell $BWEL there is 1900 shares on the ask at $520. I doubt that much size on the ask is normal.
Happy Fourth of July! Freedom is a wonderful blessing.
Market response to Gad apparent victory at Paragon $PGNT. It would embarrass me if the market valued me at a massively negative number. The two largest shareholders that sided with Gad 17% deserve their paper loss. How long until they have "buyers remorse"?
If you are a Paragon $PGNT shareholder please vote the white proxy card electronically. The deadline is today!
Help Oday's from gaza @oday67796
22 Followers 135 Following From the rubble of Gaza, I still dream of peace and freedom.
🇺🇸 Ella @madilyn75729
9 Followers 150 Following No Sales, No Gift Card, No Porn. Love and Proud to live in US 🇺🇸
Alberto Gran @AlbertoGran6
20 Followers 111 Following
Andrew Jensen @AJensenCA
145 Followers 943 Following
Robin Research SME @entrematorrales
409 Followers 404 Following Self-taught long-term investor in constant learning.
Boreal Thesis @BorealThesis
5 Followers 135 Following
TheTravellingO @MisterStevenO
61 Followers 1K Following
JocelynSimpson @1Q0NNW7U5cbLgph
0 Followers 183 Following
KTW @KTW_HoVac
68 Followers 625 Following
Islam @IslamUm5786
1K Followers 4K Following My old account has been disabled. I'm Islam from Gaza, a mother of four. I hope my voice is heard.
Nathalie @Nathali60564049
52 Followers 716 Following
The Pariah Messiah @ThePariahMess
19 Followers 211 Following
Marie @Marie0704599547
46 Followers 840 Following
Abdul Ellen @AbdulEllen37796
1K Followers 7K Following
Orange Julius @bofa_orange
23 Followers 112 Following
StockQuakes Team @StockQuakesTeam
297 Followers 2K Following StockQuakes is an AI-powered tool that analyzes over 5000 stocks daily to find investment opportunities. Newsletter: https://t.co/VIHwNULzSM
_Free_ @_Cash_Flow_
174 Followers 298 Following Private business owner, equities, and real estate. Investment notes from personal research. Not investment advice.
Danny ‘Caasim’ Di... @dannydividends_
471 Followers 1K Following Long term investor living off dividends investing with $hood & @cryptocom. Home owner.🙏 Property investor. Out of the rat race. $VUAG $VUKE $GOOG $ETH $L $SOFI
Wisdom Trader (Sylvai... @lan32603
1K Followers 7K Following “Youngest Head Trader in Country (Bond trader) ex- CIO | Sharing Insights Watch Rick Santelli on CNBC for bonds
Ryan @rgilly123
603 Followers 668 Following
Sam Pinion @atSamPinion
268 Followers 694 Following someone made a movie about me in 2019 and I’m still riding that high
SB @ssb339933
127 Followers 494 Following
John Smith @JohnSmi49624837
35 Followers 715 Following
Julius @jmrjf_s
10 Followers 322 Following
Bobby Carmichael @bingbong1901
108 Followers 670 Following
Jeremy @JeremyDorrell
66 Followers 360 Following
Mookie @stretchmikep
1K Followers 4K Following Markets, Politics, Sports, Current Affairs - all opinions are my own - NOT investment advice
elias a @EliasangelElias
23 Followers 300 Following
Alec Vaughan @AlecVaughan6
22 Followers 329 Following
ValueInvestor03 @valueinvestor03
3K Followers 835 Following Accumulator of minority stakes in awesome businesses
Prof. Sunil Joshi @pavansut
387 Followers 1K Following Sorry, leaving X. Meet me at Bluesky @pavansut.bsky.social
yuv @achabaccha13
116 Followers 1K Following “There is no such joy in the tavern as upon the road thereto.”
Aaron Heidari @Aaronheidari
81 Followers 731 Following “In perhaps nature’s most miraculous transformation, the universe evolved the capacity to ponder and understand itself.”
Bandeet @Bandeet7
109 Followers 862 Following
Tingus Pingus @TingusPingusy
145 Followers 2K Following
Boreal Thesis @BorealThesis
5 Followers 135 Following
Nols 36 @exitmile0
100 Followers 2K Following
Todd Lee @lee_todd1987
1K Followers 3K Following
Weerapoch @WH30irr
97 Followers 510 Following
Velite @VvVelite
75 Followers 495 Following
Jochen H @JochenH9
223 Followers 673 Following
mark winick @markwinick
335 Followers 2K Following
- @yqctx
37 Followers 537 Following
Tord @tord1
58 Followers 960 Following
JR6 @JR623239195
62 Followers 453 Following
Blondieee @Just43kin
77 Followers 447 Following
CW @CW1707
14 Followers 167 Following
Marc Riede @friendsoftheus
94 Followers 598 Following
footnotefelon @freecashfool
75 Followers 708 Following
jlsi22 @JlStasi
292 Followers 4K Following
mk_14 @mklanejr
31 Followers 728 Following
Varun Sanghavi @VarunSanghavi2
36 Followers 645 Following
Westbrook @westbrook_rva
35 Followers 277 Following
Nate_Z @natezahm
677 Followers 3K Following
Rick Kane @rickkaneaz
234 Followers 3K Following
Chris Bailey @cb_golfhou
130 Followers 349 Following
Peter Panda @peterpanda9000
25 Followers 334 Following
Ravi C. @Ravioli_lol
100 Followers 261 FollowingTrends for United States
You might like
