activistletters
ADAR1 Capital Slams Keros Therapeutics (KROS) Strategy, Urges Board Overhaul and Cash Return Amid Pipeline Concerns
Dear Fellow Stockholders,
Keros Therapeutics (“Keros” or the “Company”) is at a crossroads. Two of the Company’s three drug
activistletters
BML Capital Presses AN2 (ANTX) to Return Cash to Shareholders, Warns Against Risky Preclinical Pivot
Summary
BML Capital, owning 19.1% of AN2 Therapeutics, urged the Board to pursue a sale or orderly wind-down of
activistletters
BML Capital Urges AN2 Therapeutics (ANTX) to Pursue Sale or Liquidation After Phase 3 Failure, Threatens Withhold Vote at Annual Meeting
Board of Directors
AN2 Therapeutics, Inc.
1800 El Camino Real, Suite D
Mello Park, CA 94027
c/o Eric Easom,
activistletters
Findell Capital Presses for Change at Oportun (OPRT), Citing Governance Failures, Cost Bloat, and Value-Destructive Acquisitions
Summary
Findell Capital, Oportun’s largest shareholder with a 9.5% stake, is seeking to replace entrenched directors and improve
activistletters
Findell Capital Targets Oportun Financial (OPRT) Governance, Seeks Board Seat to End CEO Control and Refocus Strategy
Fellow Oportun Stockholders:
We are the largest stockholder of Oportun Financial Corporation (“Oportun” or the “Company”), with an approximately 9.
activistletters
Al Hartman Challenges Silver Star (SLVS) Over Distressed Sales, Cites $7.4M Value Loss and Puts Directors on Notice
Summary
Al Hartman criticized Silver Star’s recent sale of its Gulf Interstate property, claiming it was sold for just
activistletters
Al Hartman Blasts Silver Star (SLVS) Asset Sale at Fire Sale Price, Calls for Board Resignations Over $7.4M Value Destruction
Dear Silver Star Shareholder,
We believe that Silver Star has made another huge blunder in the recent liquidation of a
activistletters
Findell Capital (9.5% Stake) Presses Oportun Financial (NASDAQ: OPRT) on Governance Failures, Nominates Warren Wilcox to Board
Summary
Findell Capital, the largest shareholder of Oportun Financial Corporation (roughly 9.5% stake), sharply criticizes the board’s governance
activistletters
Oportun Financial (OPRT): Findell Capital Nominates Director, Slams Governance and Costly Strategy
Download LetterFindell-May-05-2025.pdf4 MBdownload-circle
Source:
https://www.sec.gov/Archives/edgar/data/1538716/000092189525001281/ex991todfan13982002_050525.pdf
activistletters
Elliott Investment Management Challenges Phillips 66 (PSX) Board, Seeks Four Director Seats and Stronger Governance
Summary
Elliott Investment Management, a top-five shareholder in Phillips 66, called on shareholders to vote the Gold Card in support
activistletters
Elliott Urges Shareholders to Back Board Overhaul at Phillips 66 (PSX), Citing Governance Failures and Need for Independent Oversight
Dear Fellow Phillips 66 Shareholder:
Elliott Investment Management L.P. (along with its affiliates, “Elliott”) manages funds that together are
activistletters
Servotronics (SVT): Save Servotronics Group Urges Shareholders to Elect New Board Amid Governance Failures and Strategic Alternatives Concerns
Summary
Paul L. Snyder III, leading a shareholder campaign, urged Servotronics shareholders to vote the WHITE proxy card in favor
activistletters
Beaver Hollow Group Seeks Board Overhaul at Servotronics (SVT), Citing Mismanagement, Governance Failures, and Urging Shareholders to Vote for Change
Dear Fellow Servotronics Shareholders,
The filing of our definitive proxy statement marks a critical step in our effort to restore
activistletters
Impactive Capital Presses WEX (WEX) for Board Refresh, Governance Reform, and Accountability Following 250pt Lag vs Peer Corpay
Summary
Impactive Capital, a 7% shareholder in WEX Inc., announced its intention to vote AGAINST three incumbent directors—CEO/Chair
activistletters
Impactive Capital Pressures WEX Inc. (WEX) for Board Refresh, Urges Shareholders to Vote Against Three Directors Over Prolonged Underperformance
Dear Fellow Shareholders,
Impactive Capital LP (together with its affiliates, “Impactive” or “we”) is a large and longstanding shareholder of
activistletters
Phillips 66 (PSX) Faces Elliott’s Push for Board Overhaul Amid Governance Failures and Refining Underperformance
Summary
The Elliott addendum (May 2, 2025) intensifies its proxy fight with Phillips 66. Elliott rebuts management’s claims about
activistletters
Elliott Escalates Proxy Fight at Phillips 66 (PSX), Slams CEO/Chair Lashier and Calls for Four New Directors
Company Name: Phillips 66
Symbol: PSX
Filing Date: May-02-2025
Filer Name: Elliott Investment Management L.P.
Download PresentationElliott-Phillips-May-02-2025.pdf3 MBdownload-circle
activistletters
National Health Investors (NHI) Faces Land & Buildings’ Push for Board Change Amid NHC Lease Concerns and Governance Failures
Summary
The Land & Buildings (L&B) presentation dated May 2, 2025, continues its activist campaign against National Health
