ParentCo: Less Dilution offset by Signaling

ParentCo: Less Dilution offset by Signaling

This is a follow-up to the January 16, 2022 article analyzing the contractually mandated dilution due to existing contracts at the Parent Company, which noted the potential signaling by the recipients. The 1Q22 10Q answers that question: This article is for...
May Multiples & Key Questions

May Multiples & Key Questions

May Review of Multiples: The comp table has been updated for 1Q22 earnings and can be accessed by Premium Members in real time. [Download not found] May Review of Multiples: Since March 31, the US plant touching operators on my comp table have on average (using the...
Agrify: Proxy Insights & Customer insights

Agrify: Proxy Insights & Customer insights

Agrify’s 2021 Proxy came out this morning, and there is more information regarding the ownership of the largest customer (as detailed in this post on 4/1/21), as well as the share authorization. This also includes the takeaways from Benzinga, insights into the new...