Avalyn Pharma Outlines IPO Fund Allocation, IVVD, REPL Updates
13April: How does Avalyn Pharma plan to spend the proceeds of the IPO for which it has filed paperwork? Read what's been made public about the company's planned initial public offering, plus updates on $IVVD and $REPL in my latest StockWatch for @GENbio: https://t.co/0a3pUN8UNu
Wise's Dual-Listing Boosts Value After Flat Share Price
Given that the dual-listing of $WISE may be completed within a month, the blockbuster quarter the company just posted may come in particularly handy. Wise IPO'd at GBP8/share, but shares quickly ran up, and basically, the stock is (almost) flat...
SP Group Urges Tata Sons Listing for Valuation, Liquidity
The Strategic Push: The SP Group (which holds an ~18.4% stake in Tata Sons) is advocating for transparency and governance, but more importantly, a listing would provide a clear valuation and a liquidity event for their massive holding.
WISE Posts Strong Results, Nasdaq Listing May 11
Very strong results by $WISE in my view. Expected listing on the Nasdaq is already on May 11! (less than a month)
Japan’s Pre‑deal Hype Misleads; Fundamentals
I'm always interested in these pre event M&A trades in Japan where some legit media outlet publishes about M&A... and then months pass with silence and the speculators are forced to unwind... in Japan sometimes the passage of time does...
Domo Trades Under Half Its Guaranteed Revenue
Domo's enterprise value is $207M Domo's RPO is $438M It trades at 0.47x its guaranteed contractual revenue 🤯 https://t.co/38bLmYfxos
Bold Claim of No Weekend Deal Quickly Silenced
Muting those spiking the football on their "bold" call that there would be no deal this weekend.
Anthropic Staff Hold Shares, Betting on Higher IPO Valuation
Anthropic gave employees the option to sell up to $6B in shares at a $350B valuation but fewer sold than expected. Anthropic employees are instead waiting for the IPO where they expect the valuation to go even higher. At $30B ARR and...
Public Listing Serves as Powerful Forcing Function
one of the only times a founder didnt make me feel like I was holding him hostage when asking about an IPO "I've always believed that being public is a great forcing function" -@rauchg @vercel https://t.co/Ao3FB13Gn8
Ignore Debt Seniority, Destroy Acquisition Value
Buffett's hierarchy before making any acquisition: 1️⃣ Can the business pay its own way? 2️⃣ If we borrow, who now sits above the shareholder? 3️⃣ Is the upside worth that demotion? Most acquirers never ask #2. That's why most acquisitions destroy value.
Biotech IPOs Open as Hemab Goes Public
Biotech IPO gates are opening. Congrats also to @JMaraganore (Chair) and Benny Sorensen (CEO) of Hemab, and best of luck.
SPAC DAT Merger Ends, PIPE Investors Breathe Relief
PIPE investors breathe a sigh of relief as we get the first big SPAC DAT merger termination. Dynamix $ETHM terminates its business combination with The Ether Machine, which is awkward after already changing its ticker. Also, who gets the $50 million break...
OpenAI Caught Between Google Consumer Push and Anthropic Enterprise
safe to say @DanielTNiles is not buying into OpenAI's IPO "OAI is in a squeeze between the two of them" (Google on consumer and Anthropic on enterprise) https://t.co/9XmUswg8L9
Tesla‑SpaceX Merger Essential for Sovereign AI Future
Tesla is an important part of our thesis on SpaceX building sovereign AI. To monetize physical AI on Earth, @SpaceX needs $TSLA. To secure sovereign AI models and infrastructure, Tesla needs SpaceX. A formal merger between the two will face...
Biotech IPO Surge Expected; List on NYSE
Getting to know the @NYSE and Johanna and Eric has been a highlight of mine since their earliest support of BiotechTV. I have no doubt we will see a strong IPO pipeline for biotech this year, and I hope you...
China Expands ChiNext Rules to Attract Fast‑growing Firms
China unveiled new rules for the Shenzhen stock exchange’s tech-focused ChiNext board, seeking to broaden listing options and make the market more attractive to fast‑growing companies https://t.co/UUlR3YORcx
Upcoming IPOs: Access Details and Purchase Links
📌Product Information https://www.nseindia.com/market-data/all-upcoming-issues-ipo 🌐Click to buy: 🔗https://partners.nuvamawealth.com/FPD/IPO/IPOBidPreLogin.aspx?p86YM1OPe%2B0zoe3j3%2BK397YkjGDgVUtumjtxlqqC5EQ= Best regards 🆔Win Win Enterprise's 🌐http://pru.link/b3oRe_ASE3c 📽️Virtual Meeting Scheduler: 🔗https://www.cloudhq.net/meeting/joellionel@gmail.com 📌Disclaimer & Caveat: Read Risk Disclosure Document Prudently Before Investing
Buy Siemens Exchangeables for Yield, Hedge Risk
Macro: demand for equity‑linked supply. JPMorgan offers €375m (+€50m) 2031 cash‑settled exchangeables on Siemens at 20% premium. Risk: Siemens equity/credit. Insight: Buy for yield, hedge. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Klip's Pre-Deal Share Sale Raises Placement Closure Doubts
“Months of negotiations…” Mr Klip sold shares on market less than a week before signing the deal for TNR Gold $TNR.V and Altius $ALS.TO Look, we can laugh about the buyback talk, anticipating first royalty revenue in weeks, etc when you are...
Paramount‑Skydance Restructures Debt, Adding $31B to WBD
Pretty sure we need to add $31 billion or so of WBD debt to this number. Paramount Skydance Restructures Debt Financing for Warner Bros. Discovery Deal https://t.co/KdxmGFAyON via @variety
Low‑rate 2020‑21 Loans Force SME Refinancing Crunch
A lot of lending to small/midsize companies is for a term of 5 to 7 years. A great deal of debt issued 3/2020 to 9/2021 is therefore coming due these days. UST interest rates were near zero in that issuance...
Massive WBD, KVUE Block Trades Signal Merger Arb Alert
$198mm $WBD and $200.4mm $KVUE block trades today at the close Merger arb PM got a tap on the shoulder today? https://t.co/tx0WOC2arI
China Secures Germany’s Premier Robotics Asset
How China Acquired Germany’s #Robotics Crown Jewel by @JacklouisP #AI #MachineLearning #ArtificialIntelligence #ML #Innovation https://t.co/DuFtEGfyDb
Google's Dutch Auction IPO Still Seen Overvalued
To be clear when Google IPO'd most on Wall Street believe it was "insanely overvalued". That was even with sppressed pricing because Google chose to not do a traditional IPO but rather a *dutch auction*. The pricing was so low that neither...
First Citizens Poised for M&A Opportunities as Buyer
The Pipeline: First Citizens $FCNCA has M&A options if it becomes a buyer | S&P Global Market Intelligence https://t.co/7bt4aA28NQ
Morgan Stanley Swiftly Embraces Bitcoin ETFs
"They moved quick on Bitcoin ETFs" – @JSeyff on Morgan Stanley opening its door to Bitcoin ETFs https://t.co/59QFyrn9Vx
Unilever to Acquire Gummies Maker Grüns for $1.2 B
Axios Pro scoop: Unilever deal for gummies maker Grüns is valued at around $1.2 billion https://t.co/75MXcTj32E
Avalyn Targets Hard-to-Treat Lung Disease, Prepares IPO
Chasing a tough-to-treat lung disease, Avalyn plans an IPO https://t.co/743svTKTS4 by @gwendolynawu #IPO $AVLN $BMY $ABBV
JPMorgan Backs Carbon Removal Startup that Also Prevents Wildfires
Exclusive: @jpmorgan strikes carbon removal deal with startup Graphyte @CarbonCasting that doubles as wildfire prevention https://t.co/MCp67lxMCt via @axios
Rising Bond Supply Threatens Tight Spreads, Rotate Funds
Bond issuance is surging. More supply into already tight spreads. That math doesn't work forever. When the dam breaks, you want a fund that rotates. $JOJO. https://t.co/rq34u6KTHX
First Meeting Leads to Last‑Touch Attribution on Acquisition
I met Chad two days ago for the first time and Gruns got acquired. From a last touch perspective I have to be attributed as part of this sale.
Omai Poised for G2‑scale Valuation After Deal Alignment
A deal that always made operational/synergistic sense finally had the numbers align Logical flow forward of funds here will be Omai $OMG.V If G2 goes for ~C$2.6 billion with <4 million ounces in resources, have to think Omai has clear line...
M&A Spree Sees Premiums up to 80%
Today's M&A and SPAC notes $GTWO.to to be acquired by $GMIN.to for 0.212x shares + CVR + Spinco, 79.7% premium, $3.0 billion $WSR to be acquired by $ARES for $19.00 cash per share, 26.5% premium, $1.7 billion $ASRT to be acquired by Garda...
Manycore Targets $130M Hong Kong IPO
Hangzhou ‘Six Little Dragons’ member Manycore seeks US$130m from Hong Kong IPO The spatial design software developer is selling 161 million shares priced between HK$6.72 and HK$7.62 each, with listing set for April 17 https://t.co/t3Gwcu6MsW via @scmpnews
Q1 Global M&A Surges 20% to $1.3 Trillion
Global M&A: "Transaction values of about $1.3 trillion [in Q1] were almost 20% higher than the same period last year" -John Authers, BBG
Private Markets Face $330B Debt Maturity Crunch by 2028
"A wall of debt maturities is looming for the private markets industry, with more than $330 billion of high yield, leveraged loan and business development company-linked software and technology debt coming due for repayment through 2028." https://t.co/tbaFKL3oym
SOM Boosts Buyback to $6M, Details M&A Framework
#SOM increased Buyback Programme (previously announced) to $6m and given more details on M&A Framework. I don't recall much M&A previously so that's interesting.
Om Power IPO Opens: Small Size, Solid Fundamentals, Decision Pending
Om Power Transmission - IPO : Open Today 💡 🔸Closing 13th April 🔸Small size IPO (150 cr.) 🔸Financial - Fundamentals Not bad 🔸35% Retail Portion Available I will share my final decision after analysing it. FINAL Decision - PENDING ⤴️ Stay connected @champ_trader
IPO Plummets, Back‑to‑Back Lower Circuits Trap Retailers
IPO in Back to back Lower Circuit 📉 Worst after listing performance of the year 2026 ⚠️ Amir Chand - IPO 🚨 Listed at ₹200 (-5%) Now trading below ₹125 (-38%) ⬇️ IPO hitting back to back Lower Circuit since listing and Retailers are...
RBIC Becomes Fully Owned Subsidiary of Bosch
Ownership Change: RBIC will transition from a group-held entity to a wholly owned subsidiary of Bosch Limited.
Gujarat Victory Forgings Files IPO to Boost Copper Capacity
Gujarat Victory Forgings Limited files an IPO DRHP. 🧾 IPO STRUCTURE Fresh Issue: ~65 lakh equity shares OFS: ~1.32 crore shares DRHP Filed Date: 30 March 2026 🏭 BUSINESS OVERVIEW Core Activity: Processing & recycling of metal scrap Key Products: Copper cathodes (99.96%–99.99% purity) Copper rods, tubes, busbars, coils Brass...
Canva Acquires Ortto, Simtheory to Complete Marketing Stack
Canva Buys the Marketing Stack It Was Missing: Ortto, Simtheory, and the Bet on Canva Grow https://t.co/u3vP4WiL3Q
Ex-Rio Tinto CEO's Deep-Sea Mining Firm Merges in $1B Deal
Ex-Rio Tinto CEO's deep-sea mining firm to merge with Odyssey in $1 billion deal https://t.co/Kuu3PtXS1B
AA DIP Tranche Hits QofE, Global Refi Begins
The year is June 2027. First Brands’ new money ultra-priority DIP Tranche AA just traded down to 50 cents. Great news though - the QofE just hit. Finally, the global refi can commence.
ADW Capital Presses CODI Liquidation, Targets $26 Share
$CODI is a collection of crown jewels trapped in a fee-mining structure. SOTP lands at ~$12/share vs. the stock at ~$9.6/share. If corporate overhead is eliminated, liquidation value could reach ~$26/share. That’s what ADW Capital is now pushing for: a full piecemeal liquidation. The...
AI Surge, Mega IPOs Highlight U.S. Economic Resilience
🆓 Wednesday links: mega IPO index inclusion, ramping up AI's impact, and the resilience of the American economy. https://t.co/2rISt9cBqB chart: https://t.co/A1bsjGCgt0 https://t.co/VvptTczGDp
Telefónica Sells Mexican Assets for $450M, Refocuses on Europe
"Spain's Telefónica said on Tuesday it will sell its Mexican businesses to a consortium in a deal that values the operations at $450 million, as the telecom operator looks to exit its non-core businesses and focus on consolidating in Europe." via...
Large US Bank Deals Close Faster than Smaller Ones
Data Dispatch: Big US bank deal closing timelines outpace smaller transactions | S&P Global Market Intelligence https://t.co/5gAkhAtbAk
Young Parrot‑Lover Wields $20B in Europe’s Distressed Debt
What if the boldest force in Europe's distressed debt isn't a legacy titan — but a 35-year-old with a love for raising parrots and $20B to deploy?
Rokid Targets Hong Kong IPO for AI Glasses
Chinese AI glasses maker Rokid planning Hong Kong IPO: sources | South China Morning Post https://t.co/rl1YQ27ki8