$1,000 follows their calls into $1,014
- Win rate
- 55%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #26
- 9 ranked closes
- Longest streak 9
$1,000 follows their calls into $1,014
Lake Cornelia Research Management@CorneliaLake$STLN Needham highlighting this slide about Nexus adoption. With 300 / 791 providers in the MSO network already on Nexus (within 1 month of launch), there is a huge imbedded pipeline of pharmacy growth. Up until now, $STLN is only handling scripts from its owned clinics.

Lake Cornelia Research Management@CorneliaLake$SPCX is simply breathtaking in what they have accomplished - and may accomplish in short order. Anecdotes from my career: Lightsquared / Ligado Networks Saga: Phil Falcone was fresh off his massive subprime win in 2007-2008. His fund, Harbinger, would peak at $25+ billion of

Lake Cornelia Research Management@CorneliaLake$VG Pivoting to 10 GW onsite power provider for AI just as $NBIS $CRWV $IREN $HUT $WOLF $CIFR $APLD roll over. $GEV and $BKR supporting this.
GIF
Lake Cornelia Research Management@CorneliaLake$PRCH Thoughts on the deal

Lake Cornelia Research Management@CorneliaLake$FEAM Money slide from the call. They see $40 million of EBITDA right now. (1) Rejecting Vbor contracts in chapter 11 raised the price from $425/ton to $700+ ton on 82k tons = +$22.6 million revenue (2) leaving the socal grid for $500k of capex + a few other easy cost saves



Lake Cornelia Research Management@CorneliaLake$FEAM We give our initial take on the 363 acquisition announced Tuesday. Our initial read is this might be one of the better 363 deals we have seen. The acquisition price is likely under 10% of replace cost.