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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (2608)10/19/2021 9:43:20 AM
From: richardred
   of 6102
 
Re-Entered backyard company ULBI Yesterday. Added to MNTX recently

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To: richardred who wrote (6085)10/19/2021 5:06:28 PM
From: richardred
   of 6102
 
RE- Today's filing -after I added to ENZ today. I don't think Mr. Radoff is going away. He increased his ENZ stake from 6.4% to7.2%.

Todays filing Form DFAN14A conferencecalltranscripts.com

>In light of the fact that the Board retained Cain Brothers in March, it is unacceptable that there was no meaningful update on the review during last week’s earnings presentation. Additionally, there was zero mention of the review process in yesterday's CEO succession plan announcement. This apparent lack of urgency and sparse communication leads me – and presumably many other shareholders – to fear that the Board is either unable or unwilling to legitimately pursue value-enhancing alternatives. Yesterday’s announcement has only compounded my fears.

P.S.

To: richardred who wrote (6039)6/11/2021 11:09:54 AM
From: richardred Read Replies (1) of 6085
Added to ENZ today after the recently announced good earnings were scoffed on. The retained investment bankers Cain brothers made a recent transaction with Quest.-DGX With over a billion in cash. I'm sure they have money left over from the Quest transaction should they be interested in ENZ?

Cain brothers recently completed this transaction. Mercy has sold its Outreach Laboratory Services business to Quest Diagnostics.

cainbrothers.com/transactio...

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From: richardred10/22/2021 1:10:55 PM
   of 6102
 
New add today LEE-Lee Enterprises Inc

Like the fact low shares Outstanding and a TTM PE of 7.52

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From: richardred10/27/2021 12:19:13 PM
   of 6102
 
Taking a stab at Pinterest today @ < 46.after the failed merger with PayPal.

Pinterest stock fell as much as 14% on Monday after PayPal said it is not exploring an acquisition of the social media company "at this time."


https://www.businessinsider.com/pinterest-stock-paypal-stock-price-acquisition-no-longer-being-explored-2021-10?amp

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To: richardred who wrote (6085)10/28/2021 1:23:19 PM
From: richardred
   of 6102
 
ULBI- Big add on the earnings disappointment.

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To: richardred who wrote (6089)10/29/2021 12:31:49 PM
From: richardred
   of 6102
 
ULBI added today

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To: richardred who wrote (6088)11/4/2021 7:49:12 PM
From: richardred
   of 6102
 
PINS Sold after hours on good earnings - broke even. To redeploy in ULBI

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To: richardred who wrote (6069)11/5/2021 11:41:49 AM
From: richardred
1 Recommendation   of 6102
 
Sold ENDO.

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To: richardred who wrote (6091)11/9/2021 3:24:31 PM
From: richardred
   of 6102
 
Redeployed proceeds in ULBI today < 5.88

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To: richardred who wrote (6093)11/10/2021 12:34:11 PM
From: richardred
   of 6102
 
Catching falling knives today. Bought more ULBI

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