Snowball Research · Activism

Weekly Digest

Ocho Capital Pressures Digimarc (DMRC) on Strategy: Activist Calls for Governance Reforms and Capital Allocation Discipline
April 15, 2025 · 1 min read
Activist letters & Presentations
April 15, 2025 · 143 min read
ESSA Pharma (EPIX): Soleus Capital Urges Board to Wind Down Operations and Return Cash to Shareholders
April 15, 2025 · 1 min read
Soleus Capital Urges ESSA Pharma (EPIX) to Liquidate and Return Cash to Shareholders Amid Valuation Gap
April 15, 2025 · 1 min read
Ocho Capital Urges Governance and Capital Allocation Reforms at Digimarc (DMRC)
April 15, 2025 · 1 min read
Palogic Value Fund Urges Open Lending (LPRO) to Pursue Sale, Citing CEO Turnover, Cyclicality, and Limited TAM
April 14, 2025 · 4 min read
Palogic Value Pressures Open Lending (LPRO) to Pursue Strategic Alternatives, Citing Governance Concerns and Market Misvaluation
April 14, 2025 · 3 min read
Hartman Group Rallies Silver Star (SLVS) Shareholders Against Haddock’s Leadership and Excessive Compensation
April 11, 2025 · 2 min read
Al Hartman Slams Silver Star (SLVS) Leadership, Cites Fiduciary Breach Over Stock Grant and Gains Broad Shareholder Support for Board Ouster
April 11, 2025 · 1 min read
Soleus Capital Pressures Theratechnologies (THTX) on Governance, Criticizes Board for Ignoring Buyout Interest from Future Pak
April 11, 2025 · 2 min read
Soleus Capital Urges Theratechnologies (THTX) to Engage with Future Pak’s Takeover Offer, Criticizes Management for Ignoring M&A Interest
April 11, 2025 · 1 min read
AJP & Orbic Press Sonim Technologies (SONM) on Governance, Slam Board for Blocking Proxy Contest After $33.6M Loss
April 10, 2025 · 6 min read
AJP and Orbic Slam Sonim Technologies (SONM) Board for Rejecting Director Nominations, Allege Entrenchment and Governance Failures
April 10, 2025 · 6 min read
Bulldog Investors Targets Tejon Ranch (TRC) Governance, Criticizes Strategy, Compensation, and Capital Allocation in Proxy Fight
April 8, 2025 · 3 min read
Bulldog Investors Challenges Tejon Ranch (TRC) Over Long-Term Underperformance, Seeks Board Change to Improve Capital Allocation and Governance
April 8, 2025 · 3 min read
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