Commentary

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MUDSW .72 News link below https://finance.yahoo.com/news/mudrick-capital-acquisition-corporation-ii-113000437.html The bomb was dropped out of the sky late yesterday without time to react.  Topps lost the 2026 renewal licensing deal to Fanatics which likely bid quite a bit higher for the Player and Baseball card production rights. They also lost the...

MUDS- 10.65/MUDSW 3.10 TOPPS just announced ANOTHER blow out quarter with guidance raised AGAIN for 2021. With 115m shares outstanding post SPAC Merger to TOPPS Inc, the market cap is about 1.25 Billion with 850 million in 2021 revenue projected up from 740 million recent projection, and...

BIVI- $8 I had an opportunity to speak with both a Life Sci Advisor who works with Biovie informally but also with Family Offices in terms of investors, road shows etc, and also Terren Peizer the largest shareholder and founder to get some color on this...

ATOM $23.25 Market Cap 525 Million  Cash 36 million (2 years of runway, no need for dilutive offerings) Target $60 in 6-18 months Tipping point is back here as we could hear on a new JDA between now and year end which could and would smash the valuation...

MUDS 10.78  MUDSW 3.15 This is a good time to top up your MUDSW warrant position if you are aggressive. The TOPPS Inc vote is scheduled for August 25th. Understand that most institutions are not able to participate in a SPAC and or have rules against open...

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