Braemer Hotels (BHR) postpones shareholder meeting to October. MASI (v Politan) and Arex (v EHAB) release investor presentations. LL (v F9) liquidity concerns take center stage.
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Activism, Governance, & Executive Moves
Activism Update – June 21
Braemer Hotels (BHR) and Blackwells continue their nasty fight. Masimo (MASI) takes more swings at Politan. LL Flooring Holdings (LL) and F9 Investments send dueling letters to shareholders. XWEL gets an activist push.
Activism Update – June 17
WisdomTree (WT) and Medallion (MFIN) win their fights. Trian downsizes its stake in Invesco (IVZ). Enhabit (EHAB) and Masimo (MASI) set their meeting dates as their shareholders continue to lose value.
Activism Update – June 7
Wisdom Tree (WT) gets Glass Lewis, ISS, and Egon-Jones support. Medallion (MFIN) calls ZimCal self-serving. F9 Investments continues to hammer LL Flooring (LL).
Activism Update – May 31
Anika Therapeutics (ANIK) enters cooperation agreement with Caligan Partners. Arex comes out swinging against Enhabit (EHAB). MFIN cites ISS support while ZimCal tears into MFIN. ETFS calls out Wisdom Tree (WT) on last week’s investor deck.
Weekly Activism & Executive Moves Review (May 24)
Xperi Inc (XPER), Genco Shipping & Trading (GNK), and Crown Castle (CCI) all win at the ballot box. Blackwells calls out BHR on Instagram followers.
SPAC Analysis
Daily SPAC Update – January 9, 2025
FutureTech II (FTII) Trust Overpayments Continue. Aimfinity Investment (AIMAU) Sets Extension Vote. Western Acquisition (WAVS) Extension Approved. Global Star (GLST) Deal Vote Set. RANG/RANGU Separate Trading on Jan 13.
Daily SPAC Update – January 8, 2025
Burtech (BRKH) Gets a PIPE. BOWN Adjourns Extension to Jan 10. Donald Trump Jr and Omeed Malik Media Press for GrabAGun Deal.
Daily SPAC Update – January 7, 2025
Range Capital (RANGU) Over-Allotment Exercised. Finnovate Acquisition (FNVTF) Deal Vote Set. GrabAGun + CLBR Deal Announced. DTJ and Omeed Malik on Bartiromo.
Daily SPAC Update – January 6, 2025
Colombier II Deal with GrabAGun. Northern Start Investment II, III, and IV Dissolution Votes. Bannix (BNIX) Defers Obligations to Post Merger. Israel Acquisitions (ISRL) Extension Vote.
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