Prescience Point Capital @PresciencePoint Twitter profile

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Prescience Point Capital

@PresciencePoint

3 years

We are long $PENN. The sharp selloff from the @stoolpresidente article reflects a huge dislocation from actual biz fundamentals. Core casino business alone is worth +$75/share, +30% from here + free option of @barstoolsports . All-in we think $PENN can +2x.

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Prescience Point Capital

@PresciencePoint

3 years

Most people think @Groupon $GRPN is dead (we did). However, it has a valuable secret asset, revamped core biz poised for accelerated growth, & a surprisingly loyal user base. We think it's worth 2.7x-4.3x the current share price. Full Report Here:

Groupon Inc. | GRPN - Prescience Point Capital Management

Prescience Point Capital Management's bullish report on Groupon Inc. (NASDAQ: GRPN).

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

3 years

We released a letter today to investors in $ASLE and $ASLEW w/ new findings that show @AerSale 's public warrants cannot be redeemed until at least Oct. 1, 2022 making them significantly undervalued. Full letter here:

Prescience Point Capital Management Releases Positive Findings Related To AerSale Corporation's...

/PRNewswire/ -- Prescience Point Capital Management, ("Prescience Point"), a research-focused, catalyst-driven investment firm that seeks to earn superior...

www.prnewswire.com

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Prescience Point Capital

@PresciencePoint

6 years

Prescience Point is excited to announce we are LONG @MiMedx $MDXG, one of the most undervalued companies we have ever identified. We estimate the stock is worth at least $8.09, almost 4x the current price. You can read our new report here:

MiMedx Group Inc. | MDXG - Prescience Point Capital Management

Prescience Point Capital Management's report on MiMedx Group Inc. (MDXG) supporting its long position in the company.

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

4 years

We are short Enphase Energy Inc. ( @enphase ). Our extensive research reveals smoking gun evidence of massive fraud by $ENPH; we believe at least $205m of U.S. revenue has been fabricated and we expect shares to be delisted. Full report:

Presceince Point's report on $ENPH

Prescience Point's report on a massive accountng scandal and fraud at technology and solar company Enphase Energy Inc. (ENPH)

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

2 years

Today we issued a letter to $MDXG shareholders announcing that we are voting to WITHHOLD the election of two directors, James Bierman and Phyllis Gardner up for election at the @MiMedx annual meeting on June 7. Read the full letter here: #WthholdAll

Prescience Point Capital Management Issues Open Letter to Shareholders of MiMedx Group

/PRNewswire/ -- Prescience Point Capital Management LLC ("Prescience Point"), a research-focused, catalyst-driven investment firm that beneficially owns...

www.prnewswire.com

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Prescience Point Capital

@PresciencePoint

3 years

Today we published a detailed analysis of @AerSale Corp. $ASLE, which has several upcoming catalysts that we believe could cause the stock to more than double in the near-term. Download the report here:

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Prescience Point Capital

@PresciencePoint

4 years

We just filed a 13D for $MDXG. Mgmt has been ineffective in conveying the value of Amniofix – an asset that we believe is worth billions, leading to a chronic undervaluing of the Co's equity. We look fwd to working w/ mgmt & the Board in a constructive way

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Prescience Point Capital

@PresciencePoint

3 years

We have issued a follow-up report on $ASLE and have been adding to our position following the misguided price drop on Q3 earnings, as new info provided in the earnings report either confirmed or strengthened the key pts of our thesis. New report is here:

AerSale Corp. | ASLE - Update - Prescience Point Capital Management

We have updated our report on AerSale Corp. following positive comments from the company's Q3 2021 earnings release, which confirmed and strengthened our initial thesis.

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

3 years

We are raising our $GRPN PT to $88.17, 3.2x the current share price, given recent news that @SumUp seeks to raise equity at a $22B valuation. This is the 1st public data point regarding SumUp’s valuation & we est. $GRPN’s windfall could be >$1B, more than its current market cap

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Prescience Point Capital

@PresciencePoint

11 months

We think @AerSale 's AerAware product is a revolutionary technology that’s about to get FAA approval after a long delay. The stock is severely undervalued and we think multiple catalysts could boost it to over $20 with a month. In a year it could nearly triple. 🧵$ASLE

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Prescience Point Capital

@PresciencePoint

5 years

Kraft Heinz $KHC just cut its dividend by 36%. @KelloggCompany $K will meet the same fate, or lose its investment grade credit rating. Our $K thesis has already begun to unfold; it’s just a matter of time...

Kellogg Company | K - Update - Prescience Point Capital Management

On April 26, 2018, Prescience Point published a research paper (the “Initiation Report”) on Kellogg Company (“K”, or “the Company”). We predicted Kellogg would be...

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

5 years

Today we nominated 4 highly-qualified candidates to the board of MiMedx Group $MDXG that we believe will help the company realize its significant potential and move past legacy issues #HealMiMedx

Prescience Point Nominates Slate of Highly-Qualified Director Candidates for Election to MiMedx...

/PRNewswire/ -- Prescience Point Capital Management, LLC, a private investment management firm, together with certain investment partnerships under its...

www.prnewswire.com

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Prescience Point Capital

@PresciencePoint

5 years

We are pleased to release an update report on $K. We remain short Kellogg with HIGH CONVICTION and believe shareholders are in for additional pain. We see a downside of 30%.

Kellogg Company | Update 2 - Prescience Point Capital Management

In our latest update on Kellogg Company ("K") we are reiterating and updating our thesis based on Kellogg’s Q4 18 results and FY 19 guidance.

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

3 years

Tomorrow we will be releasing a new bullish report on a well-known company that everyone believes is left for dead. We think it could more than triple from here and the shorts have it wrong. Stay tuned.

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Prescience Point Capital

@PresciencePoint

4 years

We have a new in-depth report on @MiMedx and are raising our price target to $31 based on new findings which indicate that $MDXG's Amniofix product will be a blockbuster, game changing treatment for knee OA and other musculoskeletal ailments. Full report:

Mimedx Group Inc. | MDXG - Update - Prescience Point Capital Management

We are raising our price target on MiMedx Group to $31 per share based on new research showing MiMedx’s Amniofix injectable product will be a blockbuster

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

5 years

We are short $MDLA and believe fair value is >50% below current levels. Shares are trading over 13x sales despite a massively overstated TAM, rapidly slowing underlying revenue growth, accounting gimmicks to inflate profitability and insider selling.

Medallia, Inc. | MDLA - Prescience Point Capital Management

Prescience Point Capital Managements critical research report on Medallia Inc. (MDLA), a unicorn with decelrating revenue growth.

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

4 years

We’re short restaurant equipment supplier & rollup Middleby Corp $MIDD. Wall St’s V-shaped recovery narrative doesn’t account for a flood of used equipment to hit the market, result of fallout from #COVID19 . Shares are likely to fall another 50%. Report:

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Prescience Point Capital

@PresciencePoint

3 years

@barstoolsports and @stoolpresidente may make all the headlines but make no mistake, $PENN is still a regional gaming operator with one of the best mgmt teams in the biz.

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Prescience Point Capital

@PresciencePoint

6 years

Today's results from @KelloggCompany are further evidence that the financial reckoning we predicted is gaining speed. EBIT/EPS deteriorated substantially since our initial report. We remain short $K.

Kellogg Company | K - Update - Prescience Point Capital Management

On April 26, 2018, Prescience Point published a research paper (the “Initiation Report”) on Kellogg Company (“K”, or “the Company”). We predicted Kellogg would be...

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

6 years

We've been working on a new report on a massively overvalued company, which we believe is using potentially fraudulent accounting practices. A turnaround story too good to be true. Tune in tomorrow morning.

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Prescience Point Capital

@PresciencePoint

11 months

We are mining SPACS. As a class they're universally hated, most having a short interest of 15-25%. But could there be gems among them? We'll let you know. Have you identified any?

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Prescience Point Capital

@PresciencePoint

5 years

We are very excited to have reached an agreement for a broad reconstitution of the board of $MDXG. Under the plan, 6 new directors, would be added to the Board, with Kathy Behrens Wilsey to be appointed Chairperson and Todd Newton As future Chair of audit

MiMedx Announces Comprehensive Board Refreshment Plan in Cooperation with Prescience Point

/PRNewswire/ -- MiMedx Group, Inc. (OTC PINK: MDXG) ("MiMedx" or the "Company"), an industry leader in advanced wound care and an emerging therapeutic...

www.prnewswire.com

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Prescience Point Capital

@PresciencePoint

3 years

Competitors like $DKNG spend exorbitant amounts on customer acquisition, $PENN is focused on leveraging @barstoolsports 's connection with sports fans to create a sustainable user base.

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Prescience Point Capital

@PresciencePoint

6 years

$CGI stock is halted, pending delisting from the NYSE; looks to be down >50%. Last night CGI said its fin restatemnt will span 2014-2017, it's losing money & is reviewing a refi proposal w/ equity issuance (ie, B/S restructure). Attached is our scorecard. .

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Prescience Point Capital

@PresciencePoint

6 years

Hedge Fund Bullish on Biotech Stock Crushed by Short-Sellers MiMedx’s shares could quadruple, Prescience says in report via Bloomberg @business @MelinAnders $mdxg

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Prescience Point Capital

@PresciencePoint

6 years

We are excited to announce that tomorrow we will issue our first report of 2019 on one of the most undervalued companies we have ever identified. Stay tuned for our in-depth analysis at

Prescience Point Capital Management

Prescience Point Capital Management is a research-focused, catalyst-driven investment firm that seeks to earn superior risk-adjusted returns uncorrelated to the broader market. Unlike traditional...

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

6 years

We have spoken to numerous physicians and large $MDXG customers. The product is real - this is not Theranos - and it helps people. We thank all of the institutions that have called us in the past few days to voice their support for our report. Read it and decide for yourself.

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Prescience Point Capital

@PresciencePoint

3 years

Over the past few months $PENN has steadily gained share. Once the dust settles, Barstool’s brand loyalty will differentiate itself from competitors, generating sticky, high margin revenue.

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Prescience Point Capital

@PresciencePoint

5 years

Kellogg destroyed billions of market value since it acquired Keebler 20 years ago; $4.0B→$1.3B! Price on the low side of what was expected. Not surprised $K had to sell these assets to pay dividends, fund buybacks, and shore up the balance sheet.

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Prescience Point Capital

@PresciencePoint

3 years

We are long $ASLE. @AerSale is poised to benefit from the greatest re-equipment cycle in the airline industry’s history. The Co is also on the verge of receiving FAA approval & a large order from a major airline for AerAware, its game-changing, wearable HUD product. Our PT is $45

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Prescience Point Capital

@PresciencePoint

5 years

We said it in our prior reports and we say it again. $K is worse off than its consumer products peers. $K is more levered, has higher adjusted DSOs, higher adjusted DPO, and was markedly more aggressive in its AR and AP factoring programs. $K’s fate could be even worse than $KHC

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Prescience Point Capital

@PresciencePoint

3 years

Kudos to @dnair5 & @Ruthsdavid for breaking this story on SumUp looking to raise at $22B valuation, more than 2x our bull case. $GRPN’s stake in SumUp would be worth ~$1B, more than $GRPN’s entire market value, even after today’s surge.

Payments Firm SumUp Seeks New Funds at $22 Billion Value

SumUp is considering raising new money in a funding round that could value the U.K. payments company at about 20 billion euros ($22.6 billion), according to people familiar with the matter.

www.bloomberg.com

Prescience Point Capital

@PresciencePoint

3 years

What is $GRPN ‘s @SumUp stake worth? We believe $GRPN ‘s investment in SumUp is worth multiples of its current book value of ~$123 million, and may be worth upwards of $480 million, providing massive upside few recognize.

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Prescience Point Capital

@PresciencePoint

3 years

Barstool’s top podcasts do not feature Portnoy and cover a myriad of sports and pop-culture subjects. This is hardly a one man show and shouldn’t be valued as one. $PENN

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Prescience Point Capital

@PresciencePoint

3 years

Sports betting is a massive & growing market & $PENN mgmt is the most prudent of the peer group with its Barstool Sportsbook rollout.

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Prescience Point Capital

@PresciencePoint

3 years

Last month we highlighted the similarities between $GRPN today and our $GME long last December, it seems we’re not the only ones who see the resemblance. @HedgeyeRetail has been on 🔥🔥 this year. The tide is turning, $GRPN bears are about to go up in smoke

Jeremy McLean

@HedgeyeRetailJM

3 years

Is $GRPN the next (mini) $GME. RetailPro subs got the long thesis a couple weeks back. @HedgeyeRetail Subscribe To Retail Pro here:

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Prescience Point Capital

@PresciencePoint

6 years

Trump's review of "unsustainable" USPS causing big drop in @StampsCom $STMP - See our report from 2016 that outlines these issues

WPWAM

@WillauerProsky

6 years

Time to re-up this, from @PresciencePoint

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Prescience Point Capital

@PresciencePoint

3 years

Today we announced the nomination of 4 highly qualified candidates to the @MiMedx Board - bringing extensive biopharma experience and a commitment to unlocking value for ALL shareholders, not just a select few $MDXG #MaximizeMDXG

Prescience Point Capital Management to Nominate Four Highly Qualified Director Candidates to MiMedx...

/PRNewswire/ -- Prescience Point Capital Management, together with its affiliates ("Prescience Point"), a research-focused, catalyst-driven investment firm,...

www.prnewswire.com

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Prescience Point Capital

@PresciencePoint

8 years

1) Squeeze in $CACC = best opportunity to SELL a red flag-riddled stock. We're short w/ a PT of ~$90 (accounts for an unlikely 17% tax rate)

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Prescience Point Capital

@PresciencePoint

5 years

$KHC blew up under Audit Committee members that have CFO, hedge fund, and PE backgrounds; plus Warren Buffet was on the Board until last year! $K's Audit Committee members have no audit and financial expertise and much deeper accounting problems. That’s a recipe for disaster.

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Prescience Point Capital

@PresciencePoint

6 years

"Pump and dump" claims are absurd. Those who actually read the report, which contains testimonials from doctors, ex employees, and industry and legal experts would know this. Further, we have a 2yr lock up period for our single idea fund re $mdxg. This is a long term investment

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Prescience Point Capital

@PresciencePoint

6 years

Wall St analysts are like politicians. They'll never acknowledge a fuck up, & they'll never give credit where due. Take Credit Suisse' $K update, for example. 'we won't agree w/ Prescience Point, and even tho we never identified the issues PP raised, we do see a red flag'. #fail

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Prescience Point Capital

@PresciencePoint

6 years

This is a first! Hearing that $K investor relations may have accidentally sent our report press release to everyone on their list. Anyone receive it? If so, thanks Kellogg. @KelloggCompany @KelloggsUS

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Prescience Point Capital

@PresciencePoint

6 years

In many ways, $MDXG mirrors the $ARTC scandal from 2008. $ARTC shares cratered to <$3 following its delisting, but rallied to >$30 after restatements showed the fraud committed was far less than alleged by shorts. $MDXG investors will realize a similarly positive result.

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Prescience Point Capital

@PresciencePoint

3 years

Over the last year, mgmt trimmed the fat & this is now a structurally more profitable business than pre-covid with improving demographics (i.e., younger skew). $PENN will be a cash flow machine with ~$1B/year in FCF to fund growth &/or buybacks.

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Prescience Point Capital

@PresciencePoint

5 years

In 2017 we published several reports exposing and quantifying FRAUD at Celadon $CGIP. Today, the SEC and DOJ have officially charged the co with fraud, instituting fines of over $42M. we applaud the SEC & DOJ for their service in protecting free markets.

Celadon Group, Inc. Enters into Corporate Resolution for Securities Fraud and Agrees to Pay $42.2...

Celadon Group Inc. (Celadon) has agreed to pay total restitution of $42.2 million for filing materially false and misleading statements to investors and falsifying books, records and accounts.

www.justice.gov

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Prescience Point Capital

@PresciencePoint

7 years

We believe $EIF is a terminal short. We are short the stock. Period.

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Prescience Point Capital

@PresciencePoint

5 years

Our newest long idea $BRMK offers immediate upside as a temporary market inefficiency dissipates. We conservatively value shares at $15.26, +20% from current levels. Report Here -

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Prescience Point Capital

@PresciencePoint

4 years

Still no response from $ENPH management addressing the overwhelming evidence presented in our report. Very telling.

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Prescience Point Capital

@PresciencePoint

6 years

Claims of massive fraud are also not supported by the numbers. From FY’14 through Q3’17, $MDXG reported FCF exceeded net income, and DSOs avg’d a reasonable 79.6 days. Further, its revenue growth, sales per rep and SG&A expenses as a % of sales are all in-line with competitors.

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Prescience Point Capital

@PresciencePoint

7 years

We have issued an initiation report on $CGI with a price target of $0.00. Full report here:

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Prescience Point Capital

@PresciencePoint

2 years

Several other larger shareholders have written to the @MiMedx board in recent weeks expressing outrage with their performance and compensation packages. Today we call on $MDXG to confirm receipt of these letters, one is excerpted below. Read more:

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Prescience Point Capital

@PresciencePoint

7 years

1) in a just-filed 8-K, $CGI's auditor states CGI's financials are no longer to be relied upon, as we warned. $CGI stock is getting crushed

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Prescience Point Capital

@PresciencePoint

6 years

Prescience Point is short Kellogg’s $K. We see 35% downside based on our analysis of the company’s accounting maneuvers, shipping practices, secular trends in the food space, and self-serving management. Read our full report here:

Kellogg Company | K - Prescience Point Capital Management

Kellogg Company is substantially less profitable, more levered, and more expensive than it seems. We believe K will reduce or miss on 2018 guidance targets...

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

3 years

Casino operations took a hit in the Q3 print from Hurricane Ida & the Delta variant but that’s temporary & in the rear view. Oct already showed improvement & we expect revs in the base business to further accelerate into year-end. $PENN

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Prescience Point Capital

@PresciencePoint

9 months

The short report on $ASLE is a clear attempt to #smashandgrab . In a nutshell, here's why: According to real time short interest data, the short interest in $ASLE didn't increase at all going into the report, which is atypical and signals a lack of conviction in the information

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Prescience Point Capital

@PresciencePoint

3 years

Barstool critics associate the business solely with @stoolpresidente and largely ignore that its breakneck growth is the result of a multitude of personalities, each of which attract viewership on their own merits. $PENN

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Prescience Point Capital

@PresciencePoint

5 years

We look forward to working with the newly refreshed board to realize substantial value for all $MDXG shareholders.

MiMedx Announces Comprehensive Board Refreshment Plan in Cooperation with Prescience Point

/PRNewswire/ -- MiMedx Group, Inc. (OTC PINK: MDXG) ("MiMedx" or the "Company"), an industry leader in advanced wound care and an emerging therapeutic...

www.prnewswire.com

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Prescience Point Capital

@PresciencePoint

3 years

We continue to believe that $MDXG shares are grossly undervalued & we reiterate our price target of $31. We believe this price target is conservative & that, if the Phase 2b readout is sufficiently positive, potential buyout offers could far exceed $31

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Prescience Point Capital

@PresciencePoint

4 years

Today is a great day for @MiMedx & its shareholders – After more than a yr of effort, $MDXG has filed its FY19 10K and Q1'20 10Q & become current in its fin reporting. The newly filed reports contain a number of positive updates which have us even more excited about the future

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Prescience Point Capital

@PresciencePoint

5 years

In addition to the company paying a $42M fine, we commend the DOJ and the SEC for charging former Celadon executives with securities fraud for stealing over $60M from shareholders in an investigation sparked by our research. via @indystar

Feds charge former Celadon executives with securities fraud

Former Celadon Chief Operating Officer William Eric Meek, 39, and Chief Financial Officer Bobby Lee Peavler, 40, were arrested Thursday morning.

www.indystar.com

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Prescience Point Capital

@PresciencePoint

3 years

We are long @SpiritAirlines $SAVE. Leisure travel is back and $SAVE is a huge beneficiary about to enter a major upward earnings revision cycle. There’s at least +35% upside from here

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Prescience Point Capital

@PresciencePoint

6 years

We're honored to have been featured in Institutional Investor Magazine ( @iimag ). Check it out.

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Prescience Point Capital

@PresciencePoint

4 years

We continue to own 8,750,750 shares of $MDXG. We believe the equity has tremendous upside; its pipeline of late stage clinical trials with immense revenue potential remains a 'hidden asset'

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Prescience Point Capital

@PresciencePoint

7 years

1) $CGI: We warned you sell-side analysts are incompetent, walking retail investors into a TRAP. Aegis, Stephens, Stifel, where yat now????!

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Prescience Point Capital

@PresciencePoint

6 years

Yesterday, we were told that former SunEdison $SUNE CEO Ahmad Chatila’s is now involved w/ $ENPH, which may explain its magical 'turn of fortunes'. $ENPH looks to have adopted the same questionable and ultimately destructive path as $SUNE. Shareholders, you have been warned!

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Prescience Point Capital

@PresciencePoint

4 years

According to former employees, $ENPH offshored key finance & accounting functions to India in late 2018, and is using its offshore F&A team to cook the books at the direction of U.S. executives. We call on @SEC_Enforcement , @Deloitte and @Nasdaq to launch a full investigation.

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Prescience Point Capital

@PresciencePoint

6 years

Kellogg near 52-week low as the effects of past revenue recognition gimmicks begin to unwind. Check out our most recent update here $K

Kellogg Company | K - Update - Prescience Point Capital Management

On April 26, 2018, Prescience Point published a research paper (the “Initiation Report”) on Kellogg Company (“K”, or “the Company”). We predicted Kellogg would be...

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

4 years

The future is bright for $MDXG. With its fin reporting issues fully behind it, we expect its shares will be relisted within 2 to 3 months. We also continue to believe that the impact of COVID-19 will be temporary & expect the Co to resume its growth trajectory post-crisis.

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Prescience Point Capital

@PresciencePoint

3 years

Assigning no value to Barstool/Penn Interactive is short sighted of the market. It’s TBD how the Portnoy controversy will unfold & there’s no question @barstoolsports & @stoolpresidente are synonymous, but over the years Barstool has spiderwebbed into many verticals. $PENN

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Prescience Point Capital

@PresciencePoint

3 years

Dr. Bob Stein, @Mimedx ’s head of R&D, echoed our research at Tuesday’s Oppenheimer Healthcare Conference that Amniofix may have significant regenerative properties that could turn it into game-changer in the treatment of knee OA and other diseases. $MDXG

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Prescience Point Capital

@PresciencePoint

7 years

Research update coming tomorrow. Stay tuned.

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Prescience Point Capital

@PresciencePoint

5 years

Today’s developments mark another hugely positive step in $MDXG's recovery and confirm the key points of our Long thesis.

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Prescience Point Capital

@PresciencePoint

3 years

FDA’s likely rejection of Pfizer $PFE & Eli Lilly’s $LLY new drug for knee OA is extremely bullish for @Mimedx and we believe will lead to multiple buyout offers for $MDXG from Big Pharma after its phase 2B knee OA trial results are published this summer

FDA panel knocks down Pfizer, Lilly’s osteoarthritis pain drug in near-unanimous vote

After dozens of trials over more than 15 years, Pfizer and Eli Lilly’s osteoarthritis hopeful was poised for an FDA decision in December 2020—that is, until the agency called a panel of outside exp |...

www.fiercebiotech.com

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Prescience Point Capital

@PresciencePoint

4 years

Several $ENPH have questionable backgrounds, among them is CFO Eric Branderiz who previously was CAO of $TSLAQ, a company which has been accused of engaging in overly aggressive and potentially improper accounting practices

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Prescience Point Capital

@PresciencePoint

5 years

Prescience Point remains $MDXG's largest shareholder and, as of Nov 11th, owns ~[7.7]% of @MiMedx ’s outstanding shares. Despite a >250% increase in share price since our Initiation Report, we continue to believe that MiMedx shares remain significantly undervalued.

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Prescience Point Capital

@PresciencePoint

8 years

Full report available for download here:

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Prescience Point Capital

@PresciencePoint

3 years

Never say we didn't tell you. This is just the beginning ...

Research - Prescience Point Capital Management

www.presciencepoint.com

Prescience Point Capital

@PresciencePoint

3 years

Recently lowered price targets are downright laughable. $GRPN‘s @SumUp stake alone could be worth more than the market is currently valuing all of $GRPN. Meanwhile, $GRPN stands at the precipice of the most favorable growth prospects & leanest cost structure in its history.

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Prescience Point Capital

@PresciencePoint

6 years

We are short $ENPH ( @Enphase Energy). We think its 'turnaround' is a sham founded on accounting manipulation. We believe stock is worth no more than $1.01 per share. Report available here.

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Prescience Point Capital

@PresciencePoint

7 years

Just spoke to Jeff Kaufman, Aegis $CGI analyst. He doesnt disagree, his assessment is the Daylight loan was used to fabricate the financials

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Prescience Point Capital

@PresciencePoint

4 years

This morning $ENPH sellside analysts tried to defend the Company and failed miserably in their analyses. We plan on issuing a rebuttal in the near future. Stay tuned...

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Prescience Point Capital

@PresciencePoint

4 years

Also encouraging is $MDXG's positive clinical trial updates. Specifically, prelim results of its knee OA & plantar fasciitis trials showed separation btwn treatment & control, an indicator of efficacy. We remain confident Amniofix will gain FDA approval for multiple indications

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Prescience Point Capital

@PresciencePoint

8 months

Keep in mind, $ASLE has a high short interest in relation to its float. Those short $ASLE have been desperate to cover their positions, even having hired an activist to create a fake storyline to frighten longs into selling the stock as the shortsellers behind the report buy to

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Prescience Point Capital

@PresciencePoint

8 months

Hats off to $ASLE on the receipt of an STC for its GAME CHANGING Aeraware EFVS for use on the 737. While we were off on our timeline for certification, we have always been steadfast in our conviction that this first of its kind commercial aviation technology would be approved.

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Prescience Point Capital

@PresciencePoint

4 years

Wood Mackenzie data shows that $ENPH's market share declined by 518 Bps from 25.4% in FY’17 to 20.3% in FY’19, which directly contradicts the more than doubling in U.S. revenue @Enphase reported – more proof, in our view, that its reported rev is grossly inflated

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Prescience Point Capital

@PresciencePoint

10 months

Read this $ASLE press release... If I were a major airline focused on increasing profit potential, efficiency, and customer satisfaction - say $LUV and $UAL - AerAware would pass the litmus test. I would extensively validate the technology (and they are doing so), and then I

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Prescience Point Capital

@PresciencePoint

3 years

Yes, we are adding. Looks like hot money capitulation on what is fundamentally positive news. Thesis was always 2 pronged: (1) @SumUp was a valuable hidden asset & (2) $GRPN ‘s core biz is significantly undervalued trading at trough multiples on trough earnings.

JG

@JGSDak

3 years

@PresciencePoint @SumUp Are you buying here?

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Prescience Point Capital

@PresciencePoint

6 years

Great piece by Richard Teitelbaum of @iimag on our report about @Mimedx $MDXG. Investors can disagree on stocks, but personal attacks are just unbecoming, especially when discourse in this country seems to be at an all-time low.

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Prescience Point Capital

@PresciencePoint

6 years

We relaunched our website over the weekend with a total new design and navigation - check it out: . And thanks to @NorthStCreative & @DukasLindenPR for their hard work on this.

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Prescience Point Capital

@PresciencePoint

10 months

We $LUV to see the $ASLE AerAware test plane completing a 3.5 hour demonstration w/ a dozen approaches out of DAL. $LUV operates the largest domestic fleet of 737s (>800 planes).

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Prescience Point Capital

@PresciencePoint

6 years

Celadon announces a federal criminal investigation based on the fraud we helped expose. Companies need to be held to account when they knowingly deceive investors $CGIP

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Prescience Point Capital

@PresciencePoint

7 years

1. $CGI's 7th amendment to its credit agreement (filed 12/29) suggests its lenders are tightening the noose--potentially in preparation for a bankruptcy--& that its financial health is worsening as its debt balance is growing. We are short & reiterate our price target of $0.00

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Prescience Point Capital

@PresciencePoint

6 years

The next shoe to drop for @KelloggCompany will be a credit downgrade or a dividend cut, as we stated in our original report last year. Regardless, we think the stock will continue to break. $K

Kellogg Company | K - Prescience Point Capital Management

Kellogg Company is substantially less profitable, more levered, and more expensive than it seems. We believe K will reduce or miss on 2018 guidance targets...

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

6 years

We have issued an update to our initial report on @Enphase Energy $ENPH with discoveries of additional red flags and accounting manipulations that get worse with each passing quarter. Shares worth about $1.00. Read update here

Enphase Energy | ENPH - Update - Prescience Point Capital Management Update on ENPH

Since the release of its initial report on Enphase, Prescience Point has identified numerous additional red flags which further call into question the reliability of...

www.presciencepoint.com

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Prescience Point Capital

@PresciencePoint

7 years

We have just release a research update on $CGI; recent developments suggest elevated risk of an imminent restructuring/wipeout of existing shareholders

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Prescience Point Capital

@PresciencePoint

3 years

Based on conservative assumptions, our sum-of-the-parts analysis values $GRPN's core business at $55.35/share & SumUp at $7.84/share. Under a more bullish scenario we value $GRPN + SumUp at $98.86/share. We believe shares are trading at a fraction of their fair value.

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Prescience Point Capital

@PresciencePoint

4 years

We believe the relisting will be a catalyst to drive @MiMedx shares higher. Upon relisting, institutional investors will once again be able to purchase $MDXG shares, and sellside analysts will be able to resume their coverage of the stock

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Prescience Point Capital

@PresciencePoint

4 years

Congratulations to @MiMedx on receiving approval for its relisting application. $MDXG shares will begin trading on the @Nasdaq on or before November 5th under the ticker “MDXG”

MiMedx Announces Relisting on Nasdaq

MARIETTA, Ga., Oct. 30, 2020 (GLOBE NEWSWIRE) -- MiMedx Group, Inc. (OTC PINK: MDXG) (“MiMedx” or the “Company”), an industry leader in advanced wound...

www.globenewswire.com

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Prescience Point Capital

@PresciencePoint

4 years

Based on our research, we also believe that most, if not all, of the enormous 2,080 Bps expansion in $ENPH's gross margin during Kothandaraman’s tenure as CEO – from 18.4% in Q2’17 to 39.2% in Q1’20 - is fiction

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