Peer group

Portobello SpA (POR): Initiation - Scaling to a national presence

Retrieved on: 
Wednesday, April 13, 2022
Growth, Research, International Financial Reporting Standards, Peer group, International, EPS, Sale, DCF, Financial services, Thomas Edison

Our discounted cash flow (DCF) based valuation of 121 indicates significant upside potential if Portobello can successfully expand across Italy.

Key Points: 
  • Our discounted cash flow (DCF) based valuation of 121 indicates significant upside potential if Portobello can successfully expand across Italy.
  • Peer group valuation comparison is complicated by Portobello not yet reporting using International Financial Reporting Standards.
  • About Edison: Edison is a leading research and investor relations consultancy, connecting listed companies to the widest pool of global investors.
  • Headquartered in London, Edison also has offices in New York, Frankfurt, Amsterdam and Tel Aviv and a presence in Athens, Johannesburg and Sydney.

The Donerail Group Takes Further Steps to Bring Value to Turtle Beach

Retrieved on: 
Wednesday, April 6, 2022
Professional Services, Entertainment, Consumer Electronics, Technology, Finance, Electronic Games, EBITDA, Cayman Islands, SCW, SEC, CEO, NO, UPON, Security (finance), Annual, Wilson, Turtle Beach Corporation, Conference, HMC, Peer group, LLC, Industry, Annual general meeting, Bangladesh Securities and Exchange Commission, NASDAQ, Investment, Growth, Board, Common, WHEN, Annual Meetings of the International Monetary Fund and the World Bank Group, HFA, WEB, Partnership, Company, Common stock, Principal, LP, Bloomberg, THE, Harbert Management Corporation, Management

Turtle Beach shareholders should pay particular attention to any shares presently held in swap arrangements or in margin accounts.

Key Points: 
  • Turtle Beach shareholders should pay particular attention to any shares presently held in swap arrangements or in margin accounts.
  • As the investment manager of Donerail Master Fund, Donerail Group may be deemed to beneficially own the 860,816 shares of Common Stock directly beneficially owned by Donerail Master Fund.
  • As the general partner of Donerail Group, Donerail Group GP may be deemed to beneficially own the 860,816 shares of Common Stock directly beneficially owned by Donerail Master Fund.
  • Proxy peer group includes 2020 Peer Group companies listed in Companys 2021 proxy statement that were public when Parametric Sound completed its merger with Turtle Beach.

Ortelius Nominates Six Highly Qualified and Independent Candidates for Election to the Board of Directors of Trecora Resources

Retrieved on: 
Monday, February 7, 2022
Consulting, Professional Services, Finance, ECL, U.S. Securities and Exchange Commission, WHEN, IPI, SCL, Pangaea, Ownership, Peer group, NYSE, Kate Richard, Chemistry, SEC, American Vanguard Corporation, LLC, University, Industry, Risk management, Doctor of Philosophy, Company, Bermuda, Marketing, Audit committee, Knowledge, Security (finance), Inc. (magazine), FF, Chase Corporation, NO, SiGNa chemistry, Gas, Evonik Industries, AVD, Acquisition, Patent, Intrepid Potash, Abraham Ortelius, The Carlyle Group, Risk, University of Texas at Austin, Stepan Company, Plastic, THE, Finance, Common stock, CMT, Water, BCPC, Shareholder, Morgan Stanley, FTK, S.A, Core Molding Technologies, Investment, AMEX, UPON, CCF, Nasdaq, CCR, Management, Ecolab

We believe David Johnsons extensive investment management expertise and governance experience make him an ideal director candidate for Trecoras Board.

Key Points: 
  • We believe David Johnsons extensive investment management expertise and governance experience make him an ideal director candidate for Trecoras Board.
  • He has served as an independent director at Liquidia Corporation since April 2021.
  • If elected, Mr. Johnsons insights into financial strategy and organizational and business development would be invaluable to Trecoras Board.
  • We believe Michael Lefenfelds leadership experience as an innovation-focused chemicals business founder and executive make him an ideal director candidate for Trecoras Board.

NYC Publishes 2021 Year in Review Highlighting Proactive Asset Management, 37% Total Return1 and Continued Rent Collection Success

Retrieved on: 
Tuesday, January 11, 2022
Commercial Building & Real Estate, Construction & Property, REIT, Securities & Exchange Commission of Pakistan, GAAP, Beneficial ownership, Financial condition report, SEC, The Hit Factory, American Institute of Certified Public Accountants, Tenant, Proxy, Uncertainty, Industry, Compliance, Calendar, Publication, Estimation, COVID-19, Probability, Risk, Collection, ESRT, Company, NAV, VNO, LOI, Annual report, Disclosure, Peer group, Knowledge, Time, American Institute, ARE, Result, U.S. Securities and Exchange Commission, SLG, Conversation, Income, REIT, Investor relations, ALL, Sumathi Best Television Current Reporting Award, Appendix, Sale, Certified Public Accountant, Mission statement, Analysis, Life insurance, Self storage, Commercial property, Lease, Renting, Cryptocurrency, Insurance, Risk management, Real estate, Security (finance), Ownership

Total Return calculated over the period beginning on January 1, 2021 through December 31, 2021.

Key Points: 
  • Total Return calculated over the period beginning on January 1, 2021 through December 31, 2021.
  • Total rent collected during the period includes both original Cash Rent due and payments made by tenants pursuant to rent deferral agreements or otherwise.
  • Eliminating the impact of deferred rent paid, we collected the same percentage of original Cash Rent due as of January 7, 2022.
  • 4 Represents Deferral Agreements as well as amendments granting the tenant a rent credit for some portion of original Cash Rent due.

Outerbridge Issues Presentation Refuting Comtech’s False and Misleading Claims

Retrieved on: 
Wednesday, December 1, 2021
Professional Services, Finance, Viasat (American company), Kratos Defense & Security Solutions, CEO, Review, Axon Enterprise, PIPE, Technology, Industry, TSR, Engineering, Leadership, Gilat Satellite Networks, ST Engineering, Peer, CMTL, Peer group, ALL, Judy, Motorola Solutions, Annual general meeting, Risk, LLC, Telecommunication, Teledyne Technologies, Board, M&A, Name, NUALS Arts and Literary Annual Meet, Outerbridge, NASDAQ, Elbit Systems, Management

Outerbridge Capital Management, LLC (Outerbridge), a beneficial owner of approximately 4.9% of Comtech Telecommunications Corp.s (NASDAQ: CMTL) (Comtech or the Company) outstanding shares of common stock, today issued an investor presentation refuting the false and misleading claims contained in Comtechs recent public materials.

Key Points: 
  • Outerbridge Capital Management, LLC (Outerbridge), a beneficial owner of approximately 4.9% of Comtech Telecommunications Corp.s (NASDAQ: CMTL) (Comtech or the Company) outstanding shares of common stock, today issued an investor presentation refuting the false and misleading claims contained in Comtechs recent public materials.
  • The presentation highlights the following:
    Change is urgently needed to bring critical relevant experience to the boardroom.
  • Despite Comtechs misleading and false claims of business momentum, the Board has in fact overseen significant shareholder value destruction, is cherry-picking data in its characterization of total shareholder return (TSR), and has made disastrous capital allocation decisions.
  • Outerbridge nominees Wendi Carpenter and Sidney Fuchs are the right choice for Comtechs Board.