u/Yung_Ceejay

Author claims RILY is a deep-value turnaround: a bad franchise-group investment nearly caused bankruptcy, but the company has regained Nasdaq compliance and is servicing debt, with B&W investment returns enough to cover dues until 2027. The market is still pricing bankruptcy at $7 despite RILY trading at $60 before the crisis, and the author argues fair value should be well into the double digits. Catalyst: earnings today should remove uncertainty and clear the way to a fair valuation. Main stated risk: the valuation is complex and depends on many variables.

The author is very bullish on CJMB because it is pivoting to cold-chain infrastructure and vertically integrated manufacturing for the rapidly growing GLP-1 and peptide market, serving telehealth providers of these sensitive drugs. The catalyst is the strategic pivot and retrofitting of a Texas cGMP facility, which the author calls selling shovels in a gold rush. The main stated risks are that the company is not profitable, there is significant risk of capital raises/dilution, and revenue growth depends on catalysts and execution.

The author claims SELLAS Life Sciences is severely undervalued based on its Phase 3 REGAL trial for galinpepimut-S and Phase 2 tambiciclib data in AML. Interim survival data exceeding expectations de-risks the lead asset, while a high short interest, triple-digit cost to borrow, low put/call ratio, and REG-SHO threshold create a short-squeeze setup. The stock could reprice to double digits ahead of data readouts or a buyout. The main stated risk is that biotech is inherently risky.