2021-12-17
This week we have registered six new major short campaigns. Four of six stocks are now down since the initial reports. The biggest mover was by Viceroy who targeted yet another German company due to several serious allegations. S&T AG, the company in question, now seems to be vigorously fighting back. Muddy Waters …
Read More2021-12-04
This week we have registered one new major campaign. Grizzly came out with a classic 'China Hustle 2.0' allegations against a solar company which, according to the activist, apparently faked some of its projects. The stock is down 20%. The company denied everything and is allegedly going to address each point during …
Read More2021-11-27
Introductory note: One of the most interesting developments in 2021 was a surge in focus on short selling, which was often accompanied by many misconceptions about this market practice. In this guest post, Dr. Pascal Ströing, founder of MetaShort, provides arguments for the need of short selling and analyses different views towards …
Read More2021-11-20
This week we have registered one new major activist short campaign. Blue Orca took a shot at a lithium-focused company which is up over 250% this year. As per Blue Orca, apparently, the management took advantage of the EV trend and tried to sell an enticing story about a unique technology. The short-seller surprisingly …
Read More2021-11-14
This week we have not registered any new major short campaigns but did see plenty of updates. Activist short-sellers were busy updating their thesis as the earnings season is well underway. Culper wrote about a stock up over 120% since their initial report. They remain short. Scorpion and Jehoshaphat reaffirm their thesis …
Read More2021-11-07
The trend of pushing companies onto the public market via a SPAC transaction does not seem to be dying out. There was a brief pause earlier this year in terms of investor optimism, but that did not stop the companies. 2021 is on track to become another record year for …
Read More2021-11-05
This week we have registered two new major activist shorts campaigns. They both targeted the same company. Both featured seemingly hard-hitting allegations of highly questionable behaviour alongside dubious product claims. Despite this, the stock is up over 50%, and the market is unfazed. Lastly, we are tracking the most recent stock price gyrations at …
Read More2021-11-03
The relationship of the newly minted retailer traders and short-sellers was rocky from the beginning. It began with GME and AMC and continued with the retail traders focusing on short-squeezes. High short interest and short squeezes remained the main narrative in many popular retail stocks in 2021. The popular subreddit …
Read More2021-10-30
This week we have registered five new major activist shorts campaigns and a number of smaller developments. We saw J Capital enter the Australian market again by focusing on Vulcan Energy Resources. The campaign had an interesting start. The stock was halted, management responded, but the stock declined 16%. The second most …
Read More2021-10-01
The third quarter of 2021 saw fewer short campaigns. We have seen 'only' 24 new activist shorts campaigns as opposed to the YTD average of 34 per quarter. However, the activists overall kept an impressive track record as many stocks plunged given weakness in some areas of the market. Wolfpack Research was author …
Read More2021-09-24
This week we have registered one new major activist shorts campaign. Swan Street came out with a new report targeting WIMI, a Chinese-based US-listed company, due to classic allegations of China Hustle filled with dubious undisclosed transactions and questionable use of shareholder capital. Lastly, we are tracking the most recent stock price gyrations …
Read More2021-09-18
This week we have registered three new major activist shorts campaigns. We saw Muddy Waters target Danimer, a stock that was previously written about by Spruce Point. Muddy Waters alleges a barrage of claims which are supposedly raising significant questions about the viability of the business. Over the weekend, we also saw the public …
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