activistletters
NMM Investor (7.2%) Pressures Navios Maritime Partners (NMM) to Remove Anti-Takeover Provisions, Accelerate Buybacks, and Pursue Sale Near $150 NAV
Summary
An NMM unitholder with a 7.2% stake issued a fresh 13D update criticizing Chair/CEO Angeliki Frangou for
activistletters
Ned Sherwood Sent A Letter To The Board Of Directors Of Navios Maritime Partners L.P.
Dear Ms. Frangou and NMM Board of Directors,
It has been almost one year since my November 28, 2023 13-D
activistletters
Sardar Biglari (13-Year Investor) Presses Cracker Barrel (CBRL) to Add Turnaround Expertise, Slams $700M Remodel Plan and 70% Shareholder Losses
Summary
Sardar Biglari is urging Cracker Barrel shareholders to vote the GOLD card for himself and Milena Alberti-Perez, arguing the
activistletters
Biglari Capital Corp. Issues Letter to Shareholders of Cracker Barrel Old Country Store, Inc.
Dear Shareholders of Cracker Barrel Old Country Store Inc.:
If you had $100 in Cracker Barrel stock in January 2019,
activistletters
Murchinson (7.1%) Presses Nano Dimension (NNDM) for Board Change, Blasts Yoav Stern’s Value-Destructive M&A, Cash Burn, and Poison Pill
Summary
According to Murchinson’s November 13, 2024 presentation, the fund urged shareholders to back its nominees at Nano Dimension’
activistletters
Murchinson Ltd Issues Detailed Investor Presentation On Nano Dimension Ltd
Company Name: Nano Dimension Ltd
Symbol: NNDM
Filing Date: Nov-13-2024
Filer Name: Murchinson Ltd
Download PresentationMurchinson Ltd Nano Dimension Ltd
activistletters
Steel Connect Proposes $162M Financing to DMC Global (BOOM), Seeks Board Seats and End to Poison Pill Amid Arcadia Put Option Overhang
Summary
Steel Connect, a significant investor in DMC Global, sent a proposal to the Board outlining concerns over poor results,
activistletters
Steel Connect, Inc. Sent A Letter To The Board Of Directors DMC Global Inc.
Board of Directors
DMC Global Inc.
11800 Ridge Parkway, Suite 300
Broomfield, Colorado 80021
Dear DMC Board Members,
We believe
activistletters
Al Shams (9.8%) Signals Possible Proxy Fight at Braemar (BHR), Slams Monty Bennett Conflicts and Soaring Fees to Ashford Entities
Summary
Al Shams Investments, a 9.8% holder of Braemar, warned fellow stockholders of severe governance failures tied to Chairman
activistletters
AL Shams Investment Limited Sent Letter To The Shareholders Of Braemar Hotels & Resorts Inc.
AL SHAMS INVESTMENTS LIMITED
5B Waterloo Lane
Pembroke HMOS
Bermuda
7 November 2024
Dear Fellow Braemar Stockholders,
We at Al
activistletters
Moe Shaltout & Ravi Desai Join Pacific Coast Oil Trust (ROYTL) Unitholder Revolt, Target PCEC and Trustee Over Alleged Mismanagement and ARO Manipulation
Summary
Moe Shaltout and Ravi Desai, fellow unitholders of Pacific Coast Oil Trust, accuse operator PCEC and Trustee Sarah Newell
activistletters
Moe Shaltout & Ravi Desai sent letter to the Shareholders of Pacific Coast Oil Trust
To Fellow Unitholders of Pacific Coast Oil Trust (ROYTL),
We are at a critical juncture for the Pacific Coast Oil
activistletters
Oaktree Capital (7.5%) Pressures Indivior (INDV) on Strategy, Cost Structure, and Brixadi Threat After 50% Stock Drop
Summary
Oaktree Capital, a 7.5% shareholder in Indivior, sharply criticized the company’s collapsing share price and repeated strategic
activistletters
Oaktree Capital Management, L.P. sent a letter to the board of directors of the Indivior PLC
Board of Directors
Indivior PLC
10710 Midlothian Turnpike, Suite 125
North Chesterfield, Virginia 23235
To the Members of the Board
activistletters
Biglari Capital Challenges Cracker Barrel (CBRL) Transformation Plan, Calls Out Value Destruction and Pushes for Boardroom Change
Summary
Biglari Capital is urging Cracker Barrel shareholders to vote for its nominees—Sardar Biglari, Milena Alberti-Perez, and Michael Goodwin—
activistletters
Biglari Capital Corp Issues Detailed Investor Presentation On Cracker Barrel Old Country Store, Inc
Company Name: Cracker Barrel Old Country Store, Inc
Symbol: CBRL
Filing Date: Oct-31-2024
Filer Name: Biglari Capital Corp
Download PresentationBiglari
activistletters
Salesforce (CRM): Starboard Value Highlights Governance and Capital Allocation Gains, Pushes for Rule of 50 by 2028
Summary
Starboard’s October 2024 Pfizer presentation argues that while Pfizer played a historic role in ending the COVID-19 pandemic
activistletters
Starboard Value LP Issues Detailed Investor Presentation On Pfizer Inc
Company Name: Pfizer Inc
Symbol: KVUE
Filing Date: Oct-22-2024
Filer Name: Starboard Value LP
Download PresentationStarboard Value Pfizer - Oct-22-2024.
