Ronbo Profile
Ronbo

@Ron284Ron

1,438
Followers
67
Following
40
Media
11,742
Statuses

I don't say much, but when I do it's usually worthwhile. Surrounding myself with good people looking to make a contribution. No one has a monopoly on ideas.

Joined September 2017
Don't wanna be here? Send us removal request.
Pinned Tweet
@Ron284Ron
Ronbo
5 months
Hi guys. Just an FYI. Will be taking some open- ended time off probably starting Thursday 4/25. Number of factors, all is well though. Will be available for DM's as I check in periodically.
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@Ron284Ron
Ronbo
2 years
$CPPTL Anyone familiar with this? It's a trust formed 12/21/20 from the reorg of J.C. Penney properties. Holds 137 properties of 18.1 mil. sq. ft. Has to dispose of all properties by 12/10/25. $1.227 bil. in equity 75 mil. shares out. Makes payouts as it sells properties.
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@Ron284Ron
Ronbo
2 years
$FNMA, $FMCC Simply amazing how long these have been held in purgatory since the last real estate collapse. Inactions by both parties. Now eerily similar threats are appearing, and the gov't has been sweeping their profits all these years.
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@Ron284Ron
Ronbo
2 years
$UTGN small Kentucky life insurer. Noted today bid up $5 to $31. $82 mil. market cap. $143 mil in equity or $45 per share, no divvy. 65% owned by CEO. Owns approx. 20k acres of timber/mineral land. Never heard of it. Anyone familiar?
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@Ron284Ron
Ronbo
2 years
@TicTocTick Lisa Marie Presley (54) has outlived her father (42) and her grandmother (46) who both died of heart attacks
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@Ron284Ron
Ronbo
6 months
$OTCM Absolutely amazes me how so many practically worthless companies pay to get their News & financial reports posted to the site. While others nicely profitable don't. Have to parse through so much nonsense.
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@Ron284Ron
Ronbo
1 year
@RagingVentures @therealkn42 No bank practically has them. Especially many of the small caps who have very few sophisticated enough to manage the risk. The AOCL hits I've seen have shocked me. HTM is basically accounting witchcraft. Tighter lever comes if Fed pushes higher, and money flees.
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@Ron284Ron
Ronbo
9 months
$UNTC Declares a regular & special dividends after the close Friday. Declares a quarterly dividend of $2.50 Record 12/18, payable 12/27. Special of $15 with the same dates. A conditional special of $5 if the co. closes on sales by the recordof properties in the TX. Panhandle.
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@Ron284Ron
Ronbo
1 year
Been posting trades in obscure stocks. Doing it quite a bit. Don't want to waste peoples time if little interest.
Keep posting.
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No, please stop.
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@Ron284Ron
Ronbo
5 months
OMG! No rest for the weary. Easter had to come early this year. A ton of annual reports & 10-K's announced today. Most notable: $FFMR, $GCCO, $GBFH. $QUCT, $TLNE $TPRP. Will post give me time.
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@Ron284Ron
Ronbo
2 years
$PRKA A regional theme park operator. Just reading 10-Q. Don't think I'll ever see the following as a revenue source again: Sale of animals $43,800
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@Ron284Ron
Ronbo
7 months
I am completely convinced that this market is continually going higher because people simply send money to equity index funds that have had the best performance. Anything outside of an index be damned.
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@Ron284Ron
Ronbo
10 months
$SENEA, $SENEB Announces purchase of the Green Giant U.S. shelf stable biz from B&G Foods. Has entered into a license agreement for the use of the Green Giant brand name. Sale doesn't include Green Giant frozen, Canada, or the Le Sueur brand. Seneca co-mfg'd much of this product
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@Ron284Ron
Ronbo
6 months
$NYCB Closes on equity investment. Quite amazing that if there's an emergency deals this size can get done almost immediately. In the meanwhile, small bank mergers can take months lingering or dying on the vine.
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@Ron284Ron
Ronbo
2 years
$HRBR 12/19 Air Wis. terminates the capacity purchase agreement between it and $UAL dated 2/26/17. Aggregate obligations are approx. $17.5 mil. Have to love these 8-K's. Issued 4 days later 1 day before holiday weekend and late in the day.
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@Ron284Ron
Ronbo
1 year
Is it me? General unease, boredom, tired, not making great headway & happy to own 5%+ CD's. Seriously thinking of walking away, and enjoying some time & reset.
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@Ron284Ron
Ronbo
7 months
Running out. Been neglecting the gym, and market has been frustrating to me. To all my friends take a breather and walk away and do something for yourselves. See you in the AM.
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@Ron284Ron
Ronbo
9 months
A number of $FNMA & $FMCC preferred hit new highs today.
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@Ron284Ron
Ronbo
2 years
$BHRB traded 43 shares @ $83 up $15.50, with the 40 for 1 split. Bid $64.37 or equivalent to $2,574 on the old stock. Offered at $83. O.K. guys whole point was to tighten the spread and increase liquidity.
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@Ron284Ron
Ronbo
8 months
$FNMA & $FMCC preferreds still quietly going higher, while common holding in there.
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@Ron284Ron
Ronbo
1 year
$ERKH Agrees to be acquired by an investor group. Cash merger of $13 mil. also immediately prior to closing subject to regulatory approval to pay a dividend by which the co.'s adjusted tangible equity exceeds $10 mil. Based on various factors est. to get between $20 & $22 per.
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@Ron284Ron
Ronbo
9 months
$BRBS Announces the Signing of Definitive Purchase Agreements for $150 Million in a Private Placement. 60 mil. shares @ $2.50, 20.4 mil. warrants with a strike of $2.50. Led by Kenneth R. Lehman
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@Ron284Ron
Ronbo
2 years
$ABLT announces a $500K stock buyback. Market cap $4.49 mil. Recent trade $135. 32.47K shares out, book of $850 per share. Old mfg. of vinyl asbestos tile. E.P.S. are all over the place from losses to gains.
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@Ron284Ron
Ronbo
11 months
$NWLI Finally! To be acquired for $500 in cash by S. USA Life Insurance Co. an affiliate of Prosperity Life Group. Expected to close in the 1st half of '24. Needs stockholders, antitrust clearance and insurance regulatory approval.
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@Ron284Ron
Ronbo
2 years
$UNTC Declares special $10 divvy. Record date 1/20, payable 1/31.
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@Ron284Ron
Ronbo
8 months
$SBNY old Signature Bank Traded $.10 back on 12/18. Closed $1.85 today at the high.
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@Ron284Ron
Ronbo
1 year
$FNMA & $FMCC the sleeper trades up nearly 100% each in the last several days. Anyone take notice?
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@Ron284Ron
Ronbo
3 months
$PDER Plans to market certain timberland properties in central & southern . totaling approx. 47K acres or 30% of total holdings.
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@Ron284Ron
Ronbo
8 months
Running out yet again. Hope to be back by close. If not best to all for a very Happy New Year!
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@Ron284Ron
Ronbo
2 years
$AFBI announces a 2nd stock repurchase for up to 331,997 share or approx. 5%. Stock trading at approx. 83% of BV.
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@Ron284Ron
Ronbo
1 year
$LICT spin-off release:
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@Ron284Ron
Ronbo
2 years
$PVBC Receives a delinquency notification letter from Nasdaq. Not in compliance with listing requirements. Didn't file their 10-Q.
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@Ron284Ron
Ronbo
1 year
$OTCM Makes it more difficult to track info, but hey they figured out how to charge for it.
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@Ron284Ron
Ronbo
7 months
$FCNCA 4th quarter eps. $46.58 A number of items reduced income incl. Acqu. related expense, decrease in gain on acqu., FDIC assessment, intangibles, FMV on equities. NIM 3.86% TBV $1,357.77 Conf. call 9 a.m. ET
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@Ron284Ron
Ronbo
7 months
Rant: I'm going to scream if I read one more bank report where the CEO begins their salutation with 'I am pleased' for delivering mediocre results.
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@Ron284Ron
Ronbo
11 months
$TRUX 3rd quarter eps. $1.57 vs. $1.49 NIM 2.61% vs. 2.95% cost of funds 3.05% vs. 1.02%, and 2.8% on 6/30, dissolved Risk Management co. BV $27.43 vs. $23.84, repurchased 12,986 share @ avg. price of $59.59.
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@Ron284Ron
Ronbo
1 year
$BDCO 1st quarter 10-Q. Still long small this lottery ticket. Balance sheet greatly improved, and recent rework of long term debt. E.P.S of $1.12 vs. $.27, Revs up 5.4%, COG declines 7.6%
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@Ron284Ron
Ronbo
4 months
Been on my mind some of the ECIP & CDFI recipients have either been nice winners or awful losers. Goes to show even with a near free gift some will always screw it up.
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@Ron284Ron
Ronbo
9 months
$UNTC Dividend announcement. Merry Xmas longs.
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@Ron284Ron
Ronbo
1 year
@thebankzhar $CASH, $CUBI, $ESQ, $FBSI, $FDBC, $GBFH, $FFMH, $HFBA(good performer), $HRBK (good performer), $NACB, $NMBF, $NYCB, $OVLY, $PPLL, $SBNC, $TYCB, $UBAB, $UNBK, $WTBFA (good performer). Apologies for any repeats. Just getting late.
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@Ron284Ron
Ronbo
6 months
$MUEL Wow! Announces a tender offer for up to $10 mil of its stock @ a price of $80 per share. At the co.'s sole discretion it may buy up to an additional $5 mil. Offer to begin 3/15 and expire on 5/7 unless extended.
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@Ron284Ron
Ronbo
2 years
@Akston_Capital You won't sell that house anytime soon. PNC will be crying as they have to raise what they pay for deposits. The Fed really screwed up allowing rates to go that low, and for asset prices to explode.
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@Ron284Ron
Ronbo
11 months
$BWEL '23 F/Y ended 9/30 $11.10 vs. $66.97 or $84.13 including discontinued operations. Cash nil from $80 mil+, but inventories nearly doubled. Sales down 22%. Took a flood expense of $40.8 mil. to manage flood flows on land that was not farmed. Cap ex. up more than . Cont'd
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@Ron284Ron
Ronbo
1 year
$OTCM Been noting an issue with News Releases. Very often a co. will release news, but it won't be on their New Release headlines. It will however fall under the co.'s specific page. Just called the reason is the co. needs to pay to have the info listed on News Releases.
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@Ron284Ron
Ronbo
9 months
$UNTC completes sale of TX Panhandle assets. Will pay the $5 conditional dividend.
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@Ron284Ron
Ronbo
1 year
$BEBE $RILY agree to purchase 3.7 mil. shares owned by Manny Mashouf @ $5 per share (closing price $3.04). $RILY & Mashouf will own approx. 76% & 4% of the stock after the transaction respectively. Minority shareholders be damned.
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@Ron284Ron
Ronbo
4 years
@TicTocTick This is not the result of any one person. We've been cheapening the dollar for years. Over accommodating Fed for numerous heads, previous administrations and House & Senate that haven't given a flying F*** about our debt.
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@Ron284Ron
Ronbo
5 months
$TLNE & CPS Energy to acquire $TLNE TX. generation portfolio for $785 mil. Expected to close in the 2nd quarter
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@Ron284Ron
Ronbo
2 years
$CZBS Declares a $.75 dividend record 2/15, payable 3/1.
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@Ron284Ron
Ronbo
6 months
$MCEM A reminder. Annual report releases by year. 3/15/23 3/14/22 3/15/21 3/16/20 3/15/19 3/15/18 3/14/17 We're close.
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@Ron284Ron
Ronbo
2 years
$CFST 3rd quarter e.p.s. $2.20 vs. $1.68. Loans up 11% vs. year earlier. Merchant services up 158% vs. year earlier. No provision for loan losses, allowances at 1.25%. ROAE 32.8%, ROAA 2.3%, efficiency 41.99% crept up from below 40, net margin 4.58%. Assets up 16%, BV $26.02. -
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@Ron284Ron
Ronbo
2 years
$MCHT PA bank. 12/31 equity $48.9 mil. AOCL over 6 months $50 mil. Net bank equity $940K @ 6/30.
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@Ron284Ron
Ronbo
5 months
I've been biting my tongue and will shortly call my local mental health officials for a welfare check. This stock is up 100% plus in a little over a month since this mention.
@Ron284Ron
Ronbo
6 months
$SOWG Small candy maker trying to do a secondary recently hired a CFO on 12/4, on 3/2 he announced his intention to resign effective 3/4. No mention of reason or any disagreement but seems odd.
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@Ron284Ron
Ronbo
2 years
Have to say since I've been watching news releases from OTCMarkets can't believe how much junk is out there. So many sub penny stocks, and balance sheet and income statement that I don't know why/how they exist. Brings back memories of Blinder Robinson. Oops, I'm dating myself.
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@Ron284Ron
Ronbo
8 months
$HRBR 8-K. Air Wis On 12/21 the co. & a senior lender reached a prepayment agreement to which Air Wis paid $46 mil. plus accrued interest in full satisfaction to the lender reflecting a discount to the outstanding principal.
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@Ron284Ron
Ronbo
11 months
$CPBI Missed this conversion. They sold near the adj. max 4.13 mil. shares sold. Another one nobody cares, but a oversubscribed. Pardon the French but WTF are people thinking? Priced @ $10 opens at $8.25
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@Ron284Ron
Ronbo
1 year
$MCEM Pres. & Dir. Kent A. Webber puchased 200 shares @ $116.88.
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@Ron284Ron
Ronbo
2 years
$SLGD The old Scott's Liquid Gold Co. a name I always wanted to own just because of the product, but could never gain any traction. Announces sale of its wood & floor care line for $1.9 mil. Looking for strategic alternatives. Amends some loan agreements.
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@Ron284Ron
Ronbo
5 months
$MCBC to be acquired by $WTFC in an all stock transaction approximately $14.85 per share. Appears the stock wasn't halted.
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@Ron284Ron
Ronbo
7 months
$MSVB To be acquired by Beacon Credit Union. Consideration to be between $15-$17 per share. Many conditions as to final price. Union has agreed to pay $45,198,789 in cash subject to dollar for dollar increase or reduction based on total equity.
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@Ron284Ron
Ronbo
4 months
$RILY Wow! Up 45% pre-market. Independent probe aligns with internal review findings.
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@Ron284Ron
Ronbo
1 year
Off topic but sad. Mary Barra of $GM on CNBC now. Been there 10 years. Stock price approximately $1 higher than her start. Highest quarterly dividend was $.38, currently $.09. Pass the baton Mary.
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@Ron284Ron
Ronbo
1 year
$BCBP One of the strongest insider buy board I've seen in a while, and most shareholdings are very respectable. These guys believe their story. Love to see other co.'s doing more.
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@Ron284Ron
Ronbo
9 months
Off topic but interesting. Just saw $BTI announced $30 bil. write-off of assets. Haven't looked at the group in years. $BTI & $MO yielding 9%, $PM 5.62, $VGR 7+, $IMBBY 7.6
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@Ron284Ron
Ronbo
8 months
$PRKA Announces adoption of limited duration shareholder rights plan.
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@Ron284Ron
Ronbo
2 years
$BFCC ECIP recipient out with '22 annual report & proxy material.
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@Ron284Ron
Ronbo
2 years
Off topic. Church of Latter Day Saints $100 bil. in assets gets away with a $5 mil. slap on the from the SEC. Call me befuddled, but maybe not as clueless as donors.
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@Ron284Ron
Ronbo
2 years
@alluvialcapital Here's one of my favorites and one of the 1st pink sheets I ever owned. The name says it all.
Tweet media one
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@Ron284Ron
Ronbo
2 years
$ELLH NOL rich co. $1 bil. approx. with $650 mil starting to expire in 2027. $1,350 per share. Trades up $7 today to $75 on about 6k shares. 739K shares out. $GS owns considerable portion. Prior co. bankrupt been around since '18. Clock ticking to utilize. Approx. $18 TBV.
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@Ron284Ron
Ronbo
5 months
$FMCB -$29.99 to $950 on 20, $950/$975 $PDRX -.042 to $4.89 on 400 a new low, expert $EXP & $KNF both hit new highs. $TLNE +$.99 to $91 a new high. A fantastic call by @alluvialcapital back in the low 50's if I recall. Congrats to longs.
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@Ron284Ron
Ronbo
10 months
$MMM Announces new name for healthcare spin-off: Solventum. Originates from "solving" & "momentum" Who comes up with these names and who approves them?
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@Ron284Ron
Ronbo
2 years
$BVERS trades 16 shares today. Open $2,900 progressively higher to $3,000. Offered at $2,975 now.
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@Ron284Ron
Ronbo
2 years
@alluvialcapital Saddest thing was they were the original $AMZN with their catalogue. Plus, they owned Allstate insurance, Coldwell Bankers, Dean Witter Reynolds & Discover. Combined $ALL & $DFS worth $61 bil. while the other 2 were bought out.
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@Ron284Ron
Ronbo
2 years
$BLMC the old Biloxi Marsh Lands. Trades today on the Expert Market @ $3.10 on 1,849 shares. Just saw back in Feb. they created an electronic bulletin board for its stock on . Interestingly there are 2 bids there for size @ $4.75 & $4.60. Continued...
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@Ron284Ron
Ronbo
7 months
$UBAB 4th quarter eps. $2.95 vs. $1.43, for the year $8.69, NIM 4.68%, sold $77.6 mil of securities for a $6.8 mil. loss, COF .93%, Just reading.
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@Ron284Ron
Ronbo
6 months
$CZBS Declares a $1 dividend up from last years $.75 Record 3/8, payable 3/22 $LINS Declares a $2 dividend unchanged from last year. Record 4/15, payable 5/15
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@Ron284Ron
Ronbo
2 years
Bidding on small very thin bank stock today. Got beat out on the bid by someone who went .10 cents above me. So frustrating at times.
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@Ron284Ron
Ronbo
1 year
Late October I tried to buy a home listed at $510K bid above, but found out 24 bidders for it. Subsequently sold for $610K, 8 months later see it going begging for rent @ $3,800 a month with no takers.
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@Ron284Ron
Ronbo
10 months
$SODI Nice! a new high traded to $15 (only 100 shares), last +$.97 to $13, $13.50/$20.80 on a tot of 11,151
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@Ron284Ron
Ronbo
1 year
$UBAB ECIP recipient 1st quarter. $1.87 vs. $.76, NIM, 4.6% from 4.23%. They put out abridged release, but investor relations page has full report.
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@Ron284Ron
Ronbo
1 year
Here's the answer: Resignation would be detrimental to and not in the best of the Trust & it's shareholders. All directors will stay on board until 2024.
@alluvialcapital
Dave Waters
1 year
A bizarre situation where every board member of this REIT fails to win a majority of votes. Per guidelines, they all tender their offers to resign. The Board of Trustees will decide whether to accept or reject the resignations. The board is them! I wonder what they'll decide? 🤔
Tweet media one
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@Ron284Ron
Ronbo
9 months
$AZLCZ Update. Co. notified that the owner of West Camp Wind Farm will start construction in early '24 on a 400 MW wind farm located on approx. 45K acres of $AZLCZ. S/B operational by late '25. Co. will receive a per turbine impact fee due shortly after const. starts. Cont'd
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@Ron284Ron
Ronbo
8 months
$HIFS -$12.76 to $175.22 after crap eps release late Friday. Congrats to anyone short.
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@Ron284Ron
Ronbo
1 year
$PX 1st quarter non-GAAP $.21 beats by $.02. Rev. $57.3 mil. beats by $2.08 mil. Assets under mgt. up 23%. Fully diluted $.01. Increases annual divvy to $.13 from $.12.
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@Ron284Ron
Ronbo
1 year
$EWBC Bloomberg article with a paywall. With ‘Everybody Else’ Dead or Gone, One California Bank Thrives Lender’s deposits grow after rivals in state collapse CEO Dominic Ng says his bank is now in ‘sweet spot’ to expand
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@Ron284Ron
Ronbo
3 years
$SBRCY Serbank. Closed Friday $4.43, offered at $1.34 pre-market. Anyone for lottery tickets?
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@Ron284Ron
Ronbo
3 months
$MCCK Woke up from its slumber today, and I don't know why, but I'm grateful. Annual report recently released. Sales essentially flat, but profitable, and commodity trading did well. $23+ in total cash/investments, net/net $30.
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@Ron284Ron
Ronbo
4 years
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@Ron284Ron
Ronbo
1 year
$UBAB Under some pressure today. Down $2.49 to $32.50. Trades 4,985 so far. $32.80/$33.
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@Ron284Ron
Ronbo
1 year
@fastworkers6 Surprised he doesn't have a 2nd harness for the transition.
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@Ron284Ron
Ronbo
7 months
$MCEM Whoa! Prints $174 +$16 a new high on 677, $165/$174
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@Ron284Ron
Ronbo
2 years
$BVERS '21 Asset Reserves:
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