Snowball Research
Snowball Research
Sub $5B US stocks research hub
⌘K
  • Home
  • Blog (Thoughts)
  • Free trial
  • About
  • Monthly reports
  • Red flags
  • #Activism
  • Activism Weekly
  • Activist Profile
  • Letter/presentation
  • #Management changes
  • New CEO
  • New CFO
  • Short-tenure exits
  • CEO & CFO exit under 2yrs
Subscribe Sign in

Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

BML Capital Urges ESSA Pharma (NASDAQ: EPIX) to Pursue Liquidation or Cash Return Amid Market Challenges

Summary On April 24, 2025, BML Capital Management, which holds 9.5% of ESSA Pharma’s outstanding shares, sent a
Apr 24, 2025
activistletters

Deep Track Capital (14.5%) Pushes for Board Change at Dynavax (NASDAQ: DVAX), Slams Acquisition Focus and Urges Heplisav-Centric Strategy

Summary Deep Track Capital, holding 14.5% of Dynavax Technologies, has publicly criticized the company's strategic direction and
Apr 22, 2025
activistletters

Kent Lake Urges Quanterix (NASDAQ: QTRX) Shareholders to Reject Akoya Merger, Citing Value Destruction and Governance Concerns

Summary Kent Lake Partners, a 7.7% shareholder of Quanterix, urges fellow shareholders to vote AGAINST the proposed merger with
Apr 18, 2025
activistletters

Askeladden Capital, Largest Shareholder of AstroNova (NASDAQ: ALOT), Calls for Board Overhaul After Years of Missed Targets and Value Destruction

Summary Askeladden Capital, the largest shareholder of AstroNova, has nominated five board candidates, citing deep concerns over poor financial performance,
Apr 17, 2025
activistletters

Hartman Group Calls for Board Overhaul at Silver Star (SLVP), Citing 70% Value Erosion, Mismanagement, and Urgent Need for Liquidation

Summary In the April 15, 2025 letter, Al Hartman urged Silver Star shareholders to vote for the replacement of the
Apr 16, 2025
activistletters

H Partners Launches Withhold Campaign at Harley-Davidson (NYSE: HOG), Seeks Removal of CEO Zeitz and Long-Tenured Directors Over Governance Failures and Value Destruction

Summary H Partners, owning 9.1% of Harley-Davidson, has launched a withhold campaign targeting CEO/Chairman Jochen Zeitz, Presiding Director
Apr 16, 2025
activistletters

BML Capital Urges Elevation Oncology (NASDAQ: ELEV) to Liquidate and Return Cash, Opposes Reverse Merger Without Dividend

Summary BML Capital Management, which owns 9.9% of Elevation Oncology, has urged the board to wind down operations and
Apr 16, 2025
activistletters

GAMCO: Dril-Quip's 'ISS For Merger' Claim Is Contrary To ISS's Actual Position

Apr 15, 2025
activistletters

Gamco Investors, Inc Sent a Letter To Chariman Of The Board Of Dril-Quip Inc

Apr 15, 2025
activistletters

Activist letters & Presentations

Apr 15, 2025
activistletters

Soleus Capital Urges ESSA Pharma (EPIX) to Liquidate and Return Cash to Shareholders Amid Valuation Gap

Summary On April 15, 2025, Soleus Capital Management, one of ESSA Pharma’s largest shareholders, sent a letter to the
Apr 15, 2025
activistletters

Palogic Value Pressures Open Lending (LPRO) to Pursue Strategic Alternatives, Citing Governance Concerns and Market Misvaluation

Summary In this letter dated April 2025, Palogic Value Fund, a major shareholder of Open Lending, raised serious concerns about
Apr 14, 2025
activistletters

Al Hartman Slams Silver Star (SLVP) Leadership, Cites Fiduciary Breach Over Stock Grant and Gains Broad Shareholder Support for Board Ouster

Summary In this letter, Al Hartman condemned Silver Star CEO Gerald Haddock for awarding himself 1 million shares, calling it
Apr 11, 2025
activistletters

Soleus Capital Urges Theratechnologies (THTX) to Engage with Future Pak’s Takeover Offer, Criticizes Management for Ignoring M&A Interest

Summary In this letter, Soleus Capital Management urged Theratechnologies' board to seriously consider a newly announced acquisition proposal from
Apr 11, 2025
activistletters

AJP and Orbic Slam Sonim Technologies (SONM) Board for Rejecting Director Nominations, Allege Entrenchment and Governance Failures

Summary In this strongly worded April 10, 2025 letter, AJP Holding Company and Orbic North America accused Sonim Technologies'
Apr 10, 2025
activistletters

Bulldog Investors Challenges Tejon Ranch (TRC) Over Long-Term Underperformance, Seeks Board Change to Improve Capital Allocation and Governance

Summary In this April 7, 2025 letter, Bulldog Investors (Andrew Dakos and Phillip Goldstein) criticized Tejon Ranch Co.’s long-term
Apr 8, 2025
activistletters

Elliott Investment Management Pushes for Board Overhaul at Phillips 66 (PSX), Unveils 'Streamline 66' Plan to Unlock Value and End Chronic Underperformance

Summary On April 3, 2025, Elliott Investment Management, a major shareholder in Phillips 66, urged fellow shareholders to vote the
Apr 3, 2025
activistletters

Askeladden Capital Seeks Board Overhaul at AstroNova (ALOT) After MTEX Acquisition Fallout and Years of Shareholder Value Destruction

Summary In this letter, Samir Patel of Askeladden Capital Management (a 9.2% shareholder in AstroNova Inc.) criticized the company’
Apr 3, 2025
Snowball Research © 2025. Published with Ghost & Braun
  • Sign up