Fernando Vallarino @FernandoInvests Twitter profile

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Fernando Vallarino

@FernandoInvests

7 months

A short write up on 3 arbitration situations. Give it a read and share thoughts! $GDRZF $IDA.AX $MON.V

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Fernando Vallarino

@FernandoInvests

9 months

@AndrewRangeley @ChrisDeMuthJr Any chance we can hear about $AVAP? $OMEX arbitration interesting too!

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Fernando Vallarino

@FernandoInvests

7 months

A crisp writeup on Net Lease Office Properties $NLOP! Feedback and comments are welcomed as always. Particularly on the valuation where I took a rather simple approach.

A Reminiscences of Host Marriott: Net Lease Office Properties $NLOP

Another short memo on a compelling opportunity.

rodincaptl.substack.com

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Fernando Vallarino

@FernandoInvests

6 months

$EML.AX announces sale of Sentenial for $54.1m. Management keeps executing! Curious if the stock trades sideways as usual.

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Fernando Vallarino

@FernandoInvests

8 months

Rent will be 5 pez per night fellows. $SAVE

Fernando Vallarino

@FernandoInvests

9 months

Where you will be moving if $SAVE deal breaks

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Fernando Vallarino

@FernandoInvests

8 months

Wrote a post on Avation Plc. $AVAP.L $AVAP Here is the link:

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Fernando Vallarino

@FernandoInvests

9 months

New post! $CLMT $SAVE $AVAP.L $DLA $EML.AX $PDG.L $PAC.AX $WCG.AX $DNK.AX

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Fernando Vallarino

@FernandoInvests

9 months

Where you will be moving if $SAVE deal breaks

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Fernando Vallarino

@FernandoInvests

11 months

T.S. Eliot. Gem quote 🤌🏼

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Fernando Vallarino

@FernandoInvests

1 year

Me waiting for $DNK.AX to return capital and relist 😴🦥 @respeculator @puppyeh1

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Fernando Vallarino

@FernandoInvests

7 months

Earlier today I posted some updates on different stocks. $EML.AX seems very compelling after PSCIL news and trading poorly. $ORR.AX a brief holding period. $SAVE postmortem comments. $AVAP.L link to a discussion board.

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Fernando Vallarino

@FernandoInvests

7 months

@ClarkSquareCap Thanks a lot Clark! You are the kindest I have met on this platform.

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Fernando Vallarino

@FernandoInvests

9 months

Some thoughts on Delta Apparel given recent developments $DLA.

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Fernando Vallarino

@FernandoInvests

6 months

A summary on the encouraging situation at LifeVantage $LFVN and at $SMLP. (Un)fortunetely the big news at $SMLP came out today!

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Fernando Vallarino

@FernandoInvests

1 year

Rare footage at the risk mangement department of the Goldman Sachs of Asia: Nomura 🤌🏼

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Fernando Vallarino

@FernandoInvests

10 months

@puppyeh1 Hey Jeremy. In a complete expropriation case, could $SRX.AX somehow keep the rehabilitation funds by arguing in an international court that the SL govt. stole from them enough assets to cover rehabilitation?

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Fernando Vallarino

@FernandoInvests

9 months

@LionelHutz_Esq Lionel, do you happen to offer any hidden student subscriptions for Valorem? I am missing so many crisp analyses and my current position in life wont allow me to pay the fair value for a membership!

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Fernando Vallarino

@FernandoInvests

9 months

Yet another unusual development with Delta Apparel. The board has decided to cooperate with Forager (the activists) and will appoint Timothy Brog to the board immediately. Forager explicitly stated (1) they want to push for a sale of the legacy business and keep Salt Life or…

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Fernando Vallarino

@FernandoInvests

1 year

@respeculator @puppyeh1 Market blessing me lately so can’t complain🍀 Becoming impatient though! We should see some action after they receive the 2nd tranche (hopefully)

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Fernando Vallarino

@FernandoInvests

11 months

“Half the harm that is done in this world is due to people who want to feel important. They don't mean to do harm; but the harm does not interest them. Or they do not see it, or they justify it because they are absorbed in the endless struggle to think well of themselves.”

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Fernando Vallarino

@FernandoInvests

2 years

Seems like they are following @puppyeh1 ’s letter like a manual 🧐👏🏼

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Fernando Vallarino

@FernandoInvests

6 months

@kingdomcapadv Thank you for your kind words, David! Glad to see them from you.

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Fernando Vallarino

@FernandoInvests

2 years

@JoeValue If Bill abandons mission, I don’t know if the stock will go up, down or flat. I don’t see like a given it would go down severely to pre tender levels. I meant even if he ultimately fails, there is a potential attractive return in future tender offers.

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Fernando Vallarino

@FernandoInvests

2 years

Latest post: Calumet Specialty Products Partners, L.P $CLMT Equity stub. Interesting r/r profile.

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Fernando Vallarino

@FernandoInvests

2 years

2/ After the query like @puppyeh1 stated the "entity has no remaining business being listed." It would be great to see the stock rise to previous highs of ∼$3, but evidence points this is highly unlikely (i.e., lack of know-how in China markets, capital allocation risk, etc.)

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Fernando Vallarino

@FernandoInvests

2 years

Exhibit B: Warburg agreement structured for eventual sale. Even as a hedge if Calumet management goes off the rails.

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Fernando Vallarino

@FernandoInvests

8 months

@SU917161719 Regardless there is a lot of demands for $AVAP's fleet. Selling it in parts is also compelling. I have wondered if they can resell their purchase rights to ATR given the strong demand for aircrafts, but I am unsure if this is possible.

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Fernando Vallarino

@FernandoInvests

7 months

@MMichalek91 Hey! Thanks for your comments. I will look at these. I had come across $OMEX, but I didn’t think it was as compelling as the others.

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Fernando Vallarino

@FernandoInvests

8 months

@SU917161719 2. I have no view on who approached. I think the board genuinely considered the potential offer. The company said in the AGM "the board diligently contemplated the proposal" but "the broker was ultimately unable to verify the funding package of the potential bidder". $AVAP

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Fernando Vallarino

@FernandoInvests

8 months

@SU917161719 Hey. Sorry for the late reply. 1. Unsure who are the best ones. There could be many options. There have been many financial buyers of larger lessors with 100+ aircrafts. For example, 777 Partners announced they intend to order 100+ ATRs. Apollo partnered to buy another lessor.

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Fernando Vallarino

@FernandoInvests

7 months

@bonucci_p Thanks for sharing. The ad hoc committee issued a decision on preliminary objections on Feb 2. We should see an announcement from $IDA.AX very soon.

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Fernando Vallarino

@FernandoInvests

2 years

Thoughts on this indiscriminate selling? @puppyeh1 @AndrewRangeley & @DanielSLoeb1

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Fernando Vallarino

@FernandoInvests

2 years

@given2tweet , this is Fernando from the live

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Fernando Vallarino

@FernandoInvests

2 years

@SchadenCap Any new insights? I have been following the company lately. Looks quantitatively attractive. The qualitive factors look good as well. Had similar concerns to yours.

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Fernando Vallarino

@FernandoInvests

2 years

@JoeValue Agreed.

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Fernando Vallarino

@FernandoInvests

5 months

Earlier this week I posted a write up on $MCB.L. A private label and contract manufacturer that earns on avg double digit ROCE and should earn substantially higher profitability through cycles after a successful activist involvement. Close to 5x EV/EBITDA.

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Fernando Vallarino

@FernandoInvests

5 months

@Sutjeinvestor @alluvialcapital Thanks for sharing my writeup! Glad to see Dave likes it too

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Fernando Vallarino

@FernandoInvests

2 years

@JoeValue You are right. I phrased that poorly. I meant to say both stocks are an interesting joint trade. What are your thoughts on the situation?

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Fernando Vallarino

@FernandoInvests

2 years

@JoeValue This would imply Bill abandons intentions to gain control of $HHC. If he abandons tenders because the price is too high and the price subsequently drops, it seems reasonable he would jump back to buy more until he gains control.

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