[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @toy59496 Robin Dods Robin Dods posts on X about acquisition, $myx, $ifl, $pbh the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1753177198268391424/interactions)  - X Week XXXXX +207% - X Month XXXXX +2,105% ### Mentions: XX [#](/creator/twitter::1753177198268391424/posts_active)  ### Followers: XX [#](/creator/twitter::1753177198268391424/followers)  - X Week XX +119% - X Month XX +467% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1753177198268391424/influencer_rank)  ### Social Influence [#](/creator/twitter::1753177198268391424/influence) --- **Social category influence** [finance](/list/finance) XX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [acquisition](/topic/acquisition) 13.33%, [$myx](/topic/$myx) 13.33%, [$ifl](/topic/$ifl) 6.67%, [$pbh](/topic/$pbh) 6.67%, [$bbt](/topic/$bbt) 6.67%, [money](/topic/money) 6.67%, [radar](/topic/radar) 6.67%, [holder](/topic/holder) 3.33%, [$pbhax](/topic/$pbhax) 3.33%, [$betr](/topic/$betr) XXXX% **Top accounts mentioned or mentioned by** [@puppyeh1](/creator/undefined) [@baileyhlam](/creator/undefined) [@ronshamgar](/creator/undefined) [@lukeytrags](/creator/undefined) [@iggyoninvesting](/creator/undefined) [@hurdlerate](/creator/undefined) [@johnhempton](/creator/undefined) [@geoffwilsonwam](/creator/undefined) [@nicklagarrigue](/creator/undefined) [@grok](/creator/undefined) [@alivingfossil](/creator/undefined) [@therealdavey2](/creator/undefined) [@r0nshamgar](/creator/undefined) [@harvestlaneam](/creator/undefined) [@lu9524916869245](/creator/undefined) [@acidinvestments](/creator/undefined) [@whirlybard](/creator/undefined) [@majxbt](/creator/undefined) [@fabreres](/creator/undefined) **Top assets mentioned** [MYX Finance (MYX)](/topic/$myx) [Prestige Consumer Healthcare Inc. (PBH)](/topic/$pbh) [BabyBoomToken (BBT)](/topic/$bbt) [Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr) [Ethlas (ELS)](/topic/$els) [GoAsk (ASK)](/topic/$ask) [Asbury Automotive Group, Inc. (ABG)](/topic/$abg) [StakeStone (STO)](/topic/$sto) ### Top Social Posts [#](/creator/twitter::1753177198268391424/posts) --- Top posts by engagements in the last XX hours "Yes and quite a few people sold out after that announcement I noticed so lucky we are both contrarian. I think $IFL were obliged to say something because they said it would be wrapped up in X weeks on the 1st of July. Tick Tock. I don't think the acquirer is in a hurry given the indicative timetable looks about X months which definitely should be considered when determining yield and arbitrageurs discovering that are probably tapering their entry price explains today's price action not to mention some of the MAC conditions related to performance. I have a holding but I'm not going to add to"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947502796447818097) 2025-07-22 03:43:44 UTC XX followers, XXX engagements "$PBH.AX : Off Market Mixi v $BETR So what is the intelligent play here Neither potential acquirer can implement a scheme as they have blocking stakes. Both are attempting off-market takeovers. Do you cash in your holding for the obviously superior Mixi cash offer and move on to the next arbitrage opportunity Or do you hold and become a minority holder within a Mixi controlled entity and anticipate being bought out at a higher price I noticed with $PGH there was an arguement to simply stay even when it got delisted and this may be a similar play"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947798404723261510) 2025-07-22 23:18:22 UTC XX followers, XX engagements "You are correct. The acquisition of $PBH by Mixi is blocked by $BBT who have a XX% stake so there can be no court supervised scheme of arrangement. Instead Mixi will attempt an off-market takeover bid as per the mechanism under Chapter X of the Corporations Act 2001 (Cth). It will give Mixi control for normal resolutions (50%) and if they obtain over XX% for special resolutions. But not outright ownership given the XX% stake by BETR. Ultimately $BBT might consider selling their stake at a premium as like an arbitrageur they have done very well with their holding"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1945747930885001407) 2025-07-17 07:30:31 UTC XX followers, XX engagements "@NickLagarrigue Unfortunate $ELS did not do a capital raise from equity holders (held) so they could benefit"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947808832639668271) 2025-07-22 23:59:48 UTC XX followers, XX engagements "$MYX vs Cosette Arbitrage: I accidentally deleted my previous post but will repeat the highlights. The numbers must do the talking. The main issue in dispute between $MYX and Cosette is whether the "Maintainable EBITDA" (negative $10.76m) has been breached so giving cause for Cosette to terminate the acquisition. The lawyers talk about the necessity to give a clause in a contract "work to do" and given the only release of information between signing the scheme and implementation of that scheme is the Q3 FY25 then that release MUST be considered the "work". The problem is that while the"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947164624568344882) 2025-07-21 05:19:57 UTC XX followers, XXX engagements "@IggyOnInvesting That's fascinating: I always assumed the independent report was hardly independent as it had a preordained purpose of supporting any decision of the management who engaged them. But not today"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947618664725025243) 2025-07-22 11:24:09 UTC XX followers, XXX engagements "Did you hold that as well @RonShamgar You seem to hold a lot of *prospective* takeover targets which for most of us is a loser's game (certainly is for me) but clearly not for you. I processed the SID of $MPA through @Grok to interrogate weaknesses and it even estimated a reasonable arbitrage price given the risks. Harvest Lane (@BaileyHLAM) you may be taken over by an AI yet"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947450771567743254) 2025-07-22 00:17:00 UTC XX followers, XXX engagements "@puppyeh1 @a_living_fossil Especially with the current socialist government. I was so concerned I started reading the books"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947866593457017083) 2025-07-23 03:49:20 UTC XX followers, XX engagements "@LukeyTrags When I hear stories from the coal companies that they seem to be printing money. But in actual fact I have already entered substantially in both $WHC and $YAL but did not pick the bottom"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947165462217085377) 2025-07-21 05:23:17 UTC XX followers, XXX engagements "@puppyeh1 On a related topic I missed an early entry into $ASK as I confused it with $ABG both named Abacus and both acquisition targets. Irritating"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1944953873111900194) 2025-07-15 02:55:13 UTC XX followers, XXX engagements "Fascinating that there is a temporal association between sales of Taleb's "Black Swan" and serious declines in the SP500. That correlation tells us more about behavioural psychology than any appreciation of Taleb's non-normative long tailed distributions because if you purchase after the event you are toooooo late. And yes I have several books in the Incerto series. I'm happy to proofread any attempt to make it more accessible to school children Nassim.or to adults for that matter.you know it's like eating tough steak. You love it but it's hard work"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947839413641474120) 2025-07-23 02:01:19 UTC XX followers, XX engagements "$IFL Takeover at $XXXX I think the market had given up on this one fortunately I had not and entered in a big way just like Ron @R0nShamgar although I have to say I was navel gazing the last few days. Sometimes the risk reward is not what the market thinks"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947429914946506970) 2025-07-21 22:54:07 UTC XX followers, XXX engagements "You've only come on my radar recently Jeremy so I'm looking forward to having a read of when you were a green belt prior to your current sensei status. But we are only as good as our last trade and $MYX may be the end of us both. You're probably in $STO as well with that risk appetite"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947585315448992102) 2025-07-22 09:11:38 UTC XX followers, X engagements "@RonShamgar We aren't out of the woods yet @RonShamgar as the SID has another one of those bullshit MAC clauses that have caused $MYX much trouble. Take a look"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947432679764594945) 2025-07-21 23:05:07 UTC XX followers, XXX engagements "I agree people don't like coal and that substantially interferes with the valuation which is entirely unreasonable particularly given metallurgical coal is hard to replace. I made a lot of money on the last coal cycle and am watching to see whether or not we are now in the upturn. I recollect another post which talked about the divergence between coal spot prices and the valuation of coal companies"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947163504118759475) 2025-07-21 05:15:30 UTC XX followers, XXX engagements "I agree. The announcements by $BBT in its pursuit of $PBH has also been imaginative in that they routinely overestimate their share price. Today they based their scrip offer on XX cents per $BBT share giving XXXX $XXXX = $XXXX per $PBH share. But the actual share price close today was 27c and heading sharply downwards which gives $XXXX per $PBH share which is hardly competitive. I have a significant holding and cash will beat scrip always. $BBT should follow my lead and take the cash for their significant holding which is a win in itself for them"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1945440787728384432) 2025-07-16 11:10:02 UTC XX followers, XXX engagements "$PEK.AX acquisition $XXXXX This seems to be going under the radar but rare earths miner $PEK is being acquired by a Chinese State backed entity. Even the announcement seems to avoid the usual headers like binding proposals and so forth which usually makes arbitrageurs wake up. I looked at the scheme of arrangement deed and in no place can I find mention of the FIRB. Nor has there been any mention of the FIRB in any of the announcements by $PEK.AX I would have thought acquiring a significant rare earth player by a Chinese state backed entity under the current concern about western access to"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1947227414314250532) 2025-07-21 09:29:27 UTC XX followers, XX engagements "I appreciate this excellent review Lu. I have a very large holding in $MYX which I increased after the purported termination which was fortunate as I am roughly break even at this point. I am surprised Harvest Lane reduced their position as they are an advocate of closure but clearly the risk management and evolution of the case has got them concerned. Despite my large holding I have always been a little concerned that $MYX has not been forthright in its releases to the ASX and withheld important information like the correspondence received from Cosette. If they had taken that same approach"  [@toy59496](/creator/x/toy59496) on [X](/post/tweet/1946411959374811369) 2025-07-19 03:29:08 UTC XX followers, XXX engagements
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@toy59496 Robin Dods
Robin Dods posts on X about acquisition, $myx, $ifl, $pbh the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +207%
- X Month XXXXX +2,105%
Mentions: XX #
Followers: XX #
- X Week XX +119%
- X Month XX +467%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XX% cryptocurrencies XXXXX% stocks XXXX%
Social topic influence acquisition 13.33%, $myx 13.33%, $ifl 6.67%, $pbh 6.67%, $bbt 6.67%, money 6.67%, radar 6.67%, holder 3.33%, $pbhax 3.33%, $betr XXXX%
Top accounts mentioned or mentioned by @puppyeh1 @baileyhlam @ronshamgar @lukeytrags @iggyoninvesting @hurdlerate @johnhempton @geoffwilsonwam @nicklagarrigue @grok @alivingfossil @therealdavey2 @r0nshamgar @harvestlaneam @lu9524916869245 @acidinvestments @whirlybard @majxbt @fabreres
Top assets mentioned MYX Finance (MYX) Prestige Consumer Healthcare Inc. (PBH) BabyBoomToken (BBT) Better Home & Finance Holding Company Class A Common Stock (BETR) Ethlas (ELS) GoAsk (ASK) Asbury Automotive Group, Inc. (ABG) StakeStone (STO)
Top Social Posts #
Top posts by engagements in the last XX hours
"Yes and quite a few people sold out after that announcement I noticed so lucky we are both contrarian. I think $IFL were obliged to say something because they said it would be wrapped up in X weeks on the 1st of July. Tick Tock. I don't think the acquirer is in a hurry given the indicative timetable looks about X months which definitely should be considered when determining yield and arbitrageurs discovering that are probably tapering their entry price explains today's price action not to mention some of the MAC conditions related to performance. I have a holding but I'm not going to add to"
@toy59496 on X 2025-07-22 03:43:44 UTC XX followers, XXX engagements
"$PBH.AX : Off Market Mixi v $BETR So what is the intelligent play here Neither potential acquirer can implement a scheme as they have blocking stakes. Both are attempting off-market takeovers. Do you cash in your holding for the obviously superior Mixi cash offer and move on to the next arbitrage opportunity Or do you hold and become a minority holder within a Mixi controlled entity and anticipate being bought out at a higher price I noticed with $PGH there was an arguement to simply stay even when it got delisted and this may be a similar play" @toy59496 on X 2025-07-22 23:18:22 UTC XX followers, XX engagements
"You are correct. The acquisition of $PBH by Mixi is blocked by $BBT who have a XX% stake so there can be no court supervised scheme of arrangement. Instead Mixi will attempt an off-market takeover bid as per the mechanism under Chapter X of the Corporations Act 2001 (Cth). It will give Mixi control for normal resolutions (50%) and if they obtain over XX% for special resolutions. But not outright ownership given the XX% stake by BETR. Ultimately $BBT might consider selling their stake at a premium as like an arbitrageur they have done very well with their holding" @toy59496 on X 2025-07-17 07:30:31 UTC XX followers, XX engagements
"@NickLagarrigue Unfortunate $ELS did not do a capital raise from equity holders (held) so they could benefit" @toy59496 on X 2025-07-22 23:59:48 UTC XX followers, XX engagements
"$MYX vs Cosette Arbitrage: I accidentally deleted my previous post but will repeat the highlights. The numbers must do the talking. The main issue in dispute between $MYX and Cosette is whether the "Maintainable EBITDA" (negative $10.76m) has been breached so giving cause for Cosette to terminate the acquisition. The lawyers talk about the necessity to give a clause in a contract "work to do" and given the only release of information between signing the scheme and implementation of that scheme is the Q3 FY25 then that release MUST be considered the "work". The problem is that while the" @toy59496 on X 2025-07-21 05:19:57 UTC XX followers, XXX engagements
"@IggyOnInvesting That's fascinating: I always assumed the independent report was hardly independent as it had a preordained purpose of supporting any decision of the management who engaged them. But not today" @toy59496 on X 2025-07-22 11:24:09 UTC XX followers, XXX engagements
"Did you hold that as well @RonShamgar You seem to hold a lot of prospective takeover targets which for most of us is a loser's game (certainly is for me) but clearly not for you. I processed the SID of $MPA through @Grok to interrogate weaknesses and it even estimated a reasonable arbitrage price given the risks. Harvest Lane (@BaileyHLAM) you may be taken over by an AI yet" @toy59496 on X 2025-07-22 00:17:00 UTC XX followers, XXX engagements
"@puppyeh1 @a_living_fossil Especially with the current socialist government. I was so concerned I started reading the books" @toy59496 on X 2025-07-23 03:49:20 UTC XX followers, XX engagements
"@LukeyTrags When I hear stories from the coal companies that they seem to be printing money. But in actual fact I have already entered substantially in both $WHC and $YAL but did not pick the bottom" @toy59496 on X 2025-07-21 05:23:17 UTC XX followers, XXX engagements
"@puppyeh1 On a related topic I missed an early entry into $ASK as I confused it with $ABG both named Abacus and both acquisition targets. Irritating" @toy59496 on X 2025-07-15 02:55:13 UTC XX followers, XXX engagements
"Fascinating that there is a temporal association between sales of Taleb's "Black Swan" and serious declines in the SP500. That correlation tells us more about behavioural psychology than any appreciation of Taleb's non-normative long tailed distributions because if you purchase after the event you are toooooo late. And yes I have several books in the Incerto series. I'm happy to proofread any attempt to make it more accessible to school children Nassim.or to adults for that matter.you know it's like eating tough steak. You love it but it's hard work" @toy59496 on X 2025-07-23 02:01:19 UTC XX followers, XX engagements
"$IFL Takeover at $XXXX I think the market had given up on this one fortunately I had not and entered in a big way just like Ron @R0nShamgar although I have to say I was navel gazing the last few days. Sometimes the risk reward is not what the market thinks" @toy59496 on X 2025-07-21 22:54:07 UTC XX followers, XXX engagements
"You've only come on my radar recently Jeremy so I'm looking forward to having a read of when you were a green belt prior to your current sensei status. But we are only as good as our last trade and $MYX may be the end of us both. You're probably in $STO as well with that risk appetite" @toy59496 on X 2025-07-22 09:11:38 UTC XX followers, X engagements
"@RonShamgar We aren't out of the woods yet @RonShamgar as the SID has another one of those bullshit MAC clauses that have caused $MYX much trouble. Take a look" @toy59496 on X 2025-07-21 23:05:07 UTC XX followers, XXX engagements
"I agree people don't like coal and that substantially interferes with the valuation which is entirely unreasonable particularly given metallurgical coal is hard to replace. I made a lot of money on the last coal cycle and am watching to see whether or not we are now in the upturn. I recollect another post which talked about the divergence between coal spot prices and the valuation of coal companies" @toy59496 on X 2025-07-21 05:15:30 UTC XX followers, XXX engagements
"I agree. The announcements by $BBT in its pursuit of $PBH has also been imaginative in that they routinely overestimate their share price. Today they based their scrip offer on XX cents per $BBT share giving XXXX $XXXX = $XXXX per $PBH share. But the actual share price close today was 27c and heading sharply downwards which gives $XXXX per $PBH share which is hardly competitive. I have a significant holding and cash will beat scrip always. $BBT should follow my lead and take the cash for their significant holding which is a win in itself for them" @toy59496 on X 2025-07-16 11:10:02 UTC XX followers, XXX engagements
"$PEK.AX acquisition $XXXXX This seems to be going under the radar but rare earths miner $PEK is being acquired by a Chinese State backed entity. Even the announcement seems to avoid the usual headers like binding proposals and so forth which usually makes arbitrageurs wake up. I looked at the scheme of arrangement deed and in no place can I find mention of the FIRB. Nor has there been any mention of the FIRB in any of the announcements by $PEK.AX I would have thought acquiring a significant rare earth player by a Chinese state backed entity under the current concern about western access to" @toy59496 on X 2025-07-21 09:29:27 UTC XX followers, XX engagements
"I appreciate this excellent review Lu. I have a very large holding in $MYX which I increased after the purported termination which was fortunate as I am roughly break even at this point. I am surprised Harvest Lane reduced their position as they are an advocate of closure but clearly the risk management and evolution of the case has got them concerned. Despite my large holding I have always been a little concerned that $MYX has not been forthright in its releases to the ASX and withheld important information like the correspondence received from Cosette. If they had taken that same approach" @toy59496 on X 2025-07-19 03:29:08 UTC XX followers, XXX engagements