reports
- Jonathan Moreland
VRTX VERTEX PHARMACEUTICALS INCORPORATED
TFX TELEFLEX INCORPORATED
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
SHBI SHORE BANCSHARES INC.
PNFP PINNACLE FINANCIAL PARTNERS INC.
OPK OPKO HEALTH INC.
NSP INSPERITY INC.
NPO ENPRO INDUSTRIES INC.
MTDR MATADOR RESOURCES COMPANY
MMLP MARTIN MIDSTREAM PARTNERS L.P.
LLY ELI LILLY AND COMPANY
KMPR KEMPER CORPORATION
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
EIG EMPLOYERS HOLDINGS INC.
CNOB CONNECTONE BANCORP INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHD CHURCH & DWIGHT CO. INC.
CDXS CODEXIS
ARW ARROW ELECTRONICS INC.
AMH AMERICAN HOMES 4 RENT CLASS A
CIVB CIVISTA BANCSHARES
OLN OLIN CORPORATION
ASUR ASURE SOFTWARE INC
BRO BROWN & BROWN INC.
CYRX CRYOPORT INC.
FTV FORTIVE CORP.
CLAR CLARUS CORPORATION
A2H9KJ NEO PERFORMANCE MATERIAL
OSPN ONESPAN
FXNC FIRST NATIONAL CORP. OF VIRGINIA
TROX TRONOX HOLDINGS PLC
MEC MAYVILLE ENGINEERING
CCO CLEAR CHANNEL OUTDOOR HOLDINGS INC
XRX XEROX HOLDINGS CORPORATION
PINE ALPINE INCOME PROPERTY TRUST
WSC WILLSCOT MOBILE MINI HOLDINGS CORP
LRMR LARIMAR THERAPEUTICS INC
THRY THRYV HOLDINGS
DLHC DALEIGH HOLDINGS CORP
INTA INTAPP INC
PTLO PORTILLOS INC
BRBR BELLRING BRANDS INC
AUB ATLANTIC UNION BANKSHARES CORP
AURX NUO THERAPEUTICS
OI INC.
SIRI OWENS ILLINOIS INC.
XELB SIRIUS XM HLDGS INC NEW
MUSA XCEL BRANDS INC.
LNW METALS USA HOLDINGS CORP.
LIGHT & WONDER INC.
- Jonathan Moreland
EIG EMPLOYERS HOLDINGS INC.
CNOB CONNECTONE BANCORP INC.
CIVB CIVISTA BANCSHARES
CZWI CITIZENS COMMUNITY BANCORP
MBIN MERCHANTS BANCORP
CHMG CHEMUNG FINANCIAL CORP.
SONO SONOS
CCO CLEAR CHANNEL OUTDOOR HOLDINGS INC
XRX XEROX HOLDINGS CORPORATION
THRY THRYV HOLDINGS
PRME PRIME MEDICINE INC
XELB XCEL BRANDS INC.
Connectone Bancorp Inc: 1 director
A director at Connectone Bancorp Inc bought 2,691 shares at 22.300USD and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
ConnectOne Bancorp, Inc. Reports Second Quarter 2025 Results; Declares...
ConnectOne Bancorp, Inc. Reports Second Quarter 2025 Results; Declares Common and Preferred Dividends ENGLEWOOD CLIFFS, N.J., July 29, 2025 (GLOBE NEWSWIRE) -- ConnectOne Bancorp, Inc. (Nasdaq: CNOB) (the “Company” or “ConnectOne”), parent company of ConnectOne Bank (the “Bank”), today reported a net loss available to common stockholders of $(21.8) million for the second quarter of 2025 compared with net income available to common stockholders of $18.7 million for the first quarter of 2025 and $17.5 million for the second quarter of 2024. Diluted earnings per share were $(0.52) for the se...
Stitch Fix Inc: 3 directors
Three Directors at Stitch Fix Inc sold/sold after exercising options 715,138 shares at between 5.004USD and 5.107USD. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all th...
Western Asset High Income Opportunity Fund Inc: 1 director
A director at Western Asset High Income Opportunity Fund Inc maiden bought 10,000 shares at 4.018USD and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's di...
ConnectOne Bancorp, Inc. to Host 2025 Second Quarter Results Conferenc...
ConnectOne Bancorp, Inc. to Host 2025 Second Quarter Results Conference Call on July 29, 2025 ENGLEWOOD CLIFFS, N.J., July 10, 2025 (GLOBE NEWSWIRE) -- ConnectOne Bancorp, Inc. (Nasdaq: CNOB) (the “Company” or “ConnectOne”), parent company of ConnectOne Bank (the “Bank”), today announced that it plans to release results for the second quarter ended June 30, 2025, before the market opens on Tuesday, July 29, 2025. Management will also host a conference call and audio webcast at 10:00 a.m. ET on July 29, 2025, to review the Company's financial performance and operating results. Chairman an...
ConnectOne Bancorp Strengthens Executive Leadership By Appointing Lega...
ConnectOne Bancorp Strengthens Executive Leadership By Appointing Legal Advisor Robert Schwartz to General Counsel Industry Veteran Joins Leadership Team ENGLEWOOD CLIFFS, N.J., June 25, 2025 (GLOBE NEWSWIRE) -- ConnectOne Bancorp, Inc. (Nasdaq: CNOB) (the "Company" or "ConnectOne"), parent company of ConnectOne Bank (the "Bank"), announced the appointment of Robert A. Schwartz as General Counsel, effective June 1, 2025. This strategic appointment reinforces ConnectOne's commitment to strengthening executive leadership capabilities as it accelerates growth following the successful compl...
Stitch Fix Announces Third Quarter of Fiscal Year 2025 Financial Resul...
Stitch Fix Announces Third Quarter of Fiscal Year 2025 Financial Results SAN FRANCISCO, June 10, 2025 (GLOBE NEWSWIRE) -- Stitch Fix, Inc. (NASDAQ: SFIX), the leading online personal styling service, today announced its financial results for the third quarter of fiscal year 2025, ended May 3, 2025. “Stitch Fix delivered strong third quarter results, marked by our overall return to year-over-year revenue growth,” said Matt Baer, CEO, Stitch Fix. “Our performance, which exceeded expectations, is the direct result of the strength of the Stitch Fix value proposition and the team's discipline...
- Blair Levin
- Blair Levin
- Jonathan Chaplin
- Philip Burnett
Chapter 11 and Spectrum Values – Questions We Didn’t Get To
We hosted a call on Monday that covered our analysis of the impact of the FCC inquiries on spectrum values, and how this could change if the Company files for Chapter 11 protection. We hosted the call with Jeff Carlisle who is perhaps the leading expert on matters that sit at the intersection of telecom policy and bankruptcy. We got more questions than we could answer in the time we had, and so we covered the questions we didn’t get to in this note.
- Jonathan Chaplin
DBS also misses interest payment
Today EchoStar filed an 8-K announcing that they would not make a scheduled interest payment on DBS secured and unsecured bonds. As with the skipped interest payment at EchoStar, this triggers a 30-day grace period after which DBS will be in default. A default at DBS would also trigger a default at Dish Network Corp., based on cross-default protections in Dish Network Corp. bonds. Our quick thoughts in this (very) brief note.
- Blair Levin
Of SATS, the FCC and NextWave
Since Friday’s announcement that SATS is not making an interest payment, triggering a 30-day period that could lead to a SATS voluntary Chapter 11 proceeding, we have been in numerous talks with investors about the most notorious bankruptcy case involving the FCC and a telecom company, NextWave. In this note we quickly summarize the key lessons of that case for investors analyzing the potential implications of a SATS bankruptcy proceeding.
ConnectOne Bancorp, Inc. Completes Merger With the First of Long Islan...
ConnectOne Bancorp, Inc. Completes Merger With the First of Long Island Corporation ENGLEWOOD CLIFFS, N.J., June 02, 2025 (GLOBE NEWSWIRE) -- ConnectOne Bancorp, Inc. (Nasdaq: CNOB) (the “Company” or “ConnectOne”), parent company of ConnectOne Bank (the “Bank”), today announced the completion of its previously announced merger with The First of Long Island Corporation (Nasdaq: FLIC) (“First of Long Island”), parent company of The First National Bank of Long Island. With the completion of the transaction, the combined company is operating under the ConnectOne brand, with approximately $14 ...
- Blair Levin
SATS Proceedings: First FCC Filings
As previously discussed, earlier this month, the FCC opened two proceedings that could adversely affect SATS. The opening round of filings in those proceedings ended earlier this week. In this note we review the filings to update our analysis of the likely outcome.
- Jonathan Chaplin
EchoStar: initial comments in FCC inquiries are out
There are two inquiries underway: one on the validity of the buildout extension; one exploring potential sharing in the MSS spectrum. In the first inquiry, only three parties filed in opposition – VTel, SpaceX, and SFP. The SFP filing alleges that EchoStar used “slight-of-hand” to meet buildout commitments. In the second inquiry, there were several filings from satellite companies that would like access to the spectrum (as one might expect). Our quick reaction in this brief note.
- Jonathan Chaplin
EchoStar had a strong April (and so did everyone else)
EchoStar filed an 8-K this morning claiming that the recent FCC public notices concerning its licenses have created uncertainty, limiting its ability to continue the buildout. In addition, they disclosed strong adds in April, which is consistent with comments made by Verizon today and others at recent events. Our quick thoughts in this (very) brief note.
- Blair Levin
- Philip Burnett
More SATS v. Carr: Are the Self-Certified Licenses at Risk?
Earlier in the week we outlined the paths that the FCC is likely to take regarding SATS spectrum and how it could impact the monetization of those assets. Our analysis did not, however, discuss how the FCC Wireless Bureau public notice could affect the spectrum assets for which SATS has certified that it has met the FCC obligations but for which the FCC has not yet confirmed the certification. In this quick update, we address how the FCC process might affect SATS’ rights regarding that spectru...
- Jonathan Chaplin
SATS: rearchitecting the model (and a small collateral swap)
We have rearchitected the model in light of evidence of the company no longer using DBS as a source of cash for the wireless business and given changes in how the various subsidiaries are being funded following the debt raise late last year. It appears that DBS is building up cash to pay off debt in July of next year. This may require EchoStar to raise new debt in the fourth quarter of 2026 rather than during 2027. We also cover a small but interesting collateral swap between Dish Network & Echo...
Stitch Fix Announces Date for Third Quarter 2025 Financial Results and...
Stitch Fix Announces Date for Third Quarter 2025 Financial Results and Conference Call SAN FRANCISCO, May 20, 2025 (GLOBE NEWSWIRE) -- Stitch Fix, Inc. (NASDAQ:SFIX), the leading online personal styling service, today announced that it will release financial results for its third quarter fiscal year 2025 ended May 3, 2025 after market close on Tuesday, June 10, 2025. Following this, Stitch Fix will hold a conference call at 2:00 p.m. PT / 5:00 p.m. ET to discuss its financial results and outlook. The call will be hosted by Matt Baer, CEO, and David Aufderhaar, CFO. A live webcast of the ...
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