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XMFRoyal’s Activity

Yesterday

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 7:02 PM

Re: Gordon DuGan

Thanks! I always thought DuGan really tried to do right by shareholders, tried to do some complex things that might work in investors' favor when he didn't have to pay a big price for them. For example, when he was cleaning up Gramercy's [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 8:37 AM

Re: Here's where Gordon DuGan landed

Yup, totally agreed.

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 8:20 AM

Here's where Gordon DuGan landed

One-time CEO of GPT, Gordon DuGan, is now chair at INDT. I loved his performance at GPT and it's good to see him associated again with a publicly traded company. I wanted to be sure to follow him when he emerged again, and he's now been chair [more]

Thu Mar 4

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 7:12 PM

Re: First-step conversions

Rob,

It's useful to think of what the whole bank could be sold for and then working back from that in order to find what the valuation/new shares on the second step of the conversion could be. As rough guide, you could probably figure [more]

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 6:11 PM

First-step conversions

https://seekingalpha.com/article/4411127-5-hidden-thrift-ban...

Here's the first of a few articles that I'll be doing about [more]

Wed Mar 3

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 6:53 PM

Re: BCOW up substantially after Announcement

Hi, David,

Yeah, so it's expectations that the stock will exit first-step limbo and the completion of the second step also begins the three-year countdown on being acquired. The other aspect is that the post-conversion will be valued in [more]

Thu Feb 25

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:47 PM

Re: FFBW

Yes, FFBW really perked up quite a bit. We'll see how much it holds. Sharp moves in thrifts are not especially common. The pick-up in the 10-year yield seems to have moved the sector some.

Jim

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:45 PM

Re: Haier - massive discount?

Hey, freecapital,

Do you continue to follow this Haier trade? What's happened?

Jim

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:45 PM

Re: CLNY transformation

Re: CLNY preferreds, they discussed these a bit on today's call.

[more]

Wed Feb 24

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:01 PM

Re: FFBW

Yep, definitely something to keep an eye on here at FFBW.

Jim

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 7:26 PM

FFBW

This second-step conversion (one year ago) just announced a repurchase authorization for 10% of its stock. This was a move that I was waiting to see. The stock was actually modestly down after the announcement but finished solidly up for the day. I [more]

Tue Feb 23

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:18 PM

Re: FFNW

Thanks, David. I'm aiming to publish a few articles on SA in the coming weeks to highlight some thrifts. I'll post some links here.

Best!

Jim

Mon Feb 22

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 9:13 PM

Re: How do SPAC Units work, generally?

Well, CCIV confirmed a deal. So how far off was your sale really?

Jim

Tue Feb 16

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 9:03 PM

Re: IPOE (SoFi) and the Future of Spacluators

"If a stock performs really well, a little is all you need, and if it performs poorly, a little is all you want."

I love it, David. Thanks!

Jim

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 9:02 PM

Re: IPOE (SoFi) and the Future of Spacluators

Yes, the emergenec of tradionally non-business folks into the SPAC world certainly feels like one of those "bells at the top."

Jim

Sat Feb 13

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 7:16 PM

FFNW

FFNW recently reported its annual results, and things looked pretty decent. It turned in a return on equity of 5.5% for the year, and finished up with tangible equity at around 11.3% of assets, giving it some room to repurchase stock. And with EPS at [more]

Fri Feb 12

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:39 PM

Re: How do SPAC Units work, generally?

Hey, Rob,

I think to get the full details the best place to go would be a recently completed SPAC or the SPAC prospectus (CCIV's below). But generally if you're a shareholder, then you're voting on the merger and have the option [more]

Wed Feb 10

Tue Feb 9

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 8:09 PM

Re: Did This Make Jim's Head Explode?

All the tax complications around cryptocurrencies are a nightmare. Imagine recording your cost basis every time you used a credit card, even if someone else tallied it all up for you. It does the processing slower and at a huge environmental cost [more]

Mon Feb 8

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:39 PM

Re: Did This Make Jim's Head Explode?

Frank, I saw someone on Twitter today say something like "It's like merging of two Ponzi schemes into a super Ponzi scheme." Musk is highly skilled at populism.

Price action on trading sardines rules the day until it [more]

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