Out of country now with only phone so can not read if that dividends is for common or preferred holds but yes it will help. I expect positive earnings for IEP vs big last last year - they are heading in right direction UP!

Michael, My guess is it has been oversold and shorts are covering. IEP has next earnings May 13th last year they reports -79 loss and this year the estamates is they will show .10 profit - that is a big change and should propel IEP much higher. IEP is on a turn around with many new holding going to report much better earning - up we go finally.

IEP - Icahn Enterprises have holdings in many good companies such as CVI which could start up their dividend next quarter. Right now the shorts are in control and now over 13 million shares shorted.
I have written to IEP - IR manager and CFO of IEP and what I think they should do next quarter is cut dividend to .10 as 26% is too much but then do an agressive buy back of shares with money that would have gone to that too high 26% dividend. To me that would be best for shareholders to finally kill the shorts and move the pps up.

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OneMain Holdings

NYSE:OMF

Published 12 Mar 2026

OMF: Future Returns Will Reflect 2026 Specialty Finance Tailwinds And Share Repurchases
Analysts have trimmed their average price target on OneMain Holdings by about $0.60 to $72.14, as several firms recalibrated their views to reflect a more uncertain macro backdrop and sector wide multiple compression, even as some houses cited updated outlooks for consumer finance and specialty lending in 2026. Analyst Commentary Recent research on OneMain Holdings reflects a mix of optimism about the specialty finance setup in 2026 and caution around macro risks and borrower resilience.

AnalystConsensusTarget's avatar
AnalystConsensusTarget

Based on Analyst Price Targets

Fair Value

US$72.14

Fair Value decreased 0.79%
Last price US$49.97 | 30.7% undervalued

Based on 28% p.a. revenue growth for 3 years

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Ginkgo Bioworks Holdings

NYSE:DNA

Published 13 Mar 2026

DNA: Future Returns Will Hinge On Monetizing Autonomous Labs By 2026
Analysts have trimmed their average price target for Ginkgo Bioworks Holdings, with cuts from $14 to $12 and from $9 to $5, reflecting reduced revenue growth assumptions, a slightly lower fair value estimate, and a higher discount rate as they wait for clearer progress on monetizing autonomous labs after the biosecurity divestiture. Analyst Commentary Bullish Takeaways Bullish analysts still see enough long term potential to maintain positive ratings, even as they trim price targets to US$12 from US$14.

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AnalystConsensusTarget

Based on Analyst Price Targets

Fair Value

US$8.67

Fair Value decreased 13%
Last price US$6.49 | 25.1% undervalued

Based on -3.48% p.a. revenue growth for 3 years

Yes, the shorts control this stock because of poor management. They buy shares right before the dividend record date to collect the dividend then sell and short it more. There is not enough retail investors as Icahn family hold too many shares. What Carl should do to move IEP much higher is for him to sell 20% plus of his holdings to large institutional investor / hedge fund. I have written to management many times about this but no response.

I did not get any confirmation that it was sent to DTC, but I did call E*TRADE and they stated from memory that per the court they removed those ESC securities but they are still on record and if anything comes back it should come back in your account.

I had multiple accounts and all removed those securities March 2012 after that date they did not show in monthly statements or online records.

My guess is WMLT had those recorded with the DTC in case of payment

Lot of talk and worry about if we are documented to receive any $$$ distribution.

- For those that signed the release and W9 – we are all good IMO as after WMILT dissolved all our records were sent to DTC where our distribution will flow, or they will direct the flow.

- What I did is also make a copy of March 2012 statement which was the day all broker companies removed all our holding such as 9393ESC84 THE K’S, 9393ESC84 THE P’S AND 939ESC968 THE COMMONS from our accounts and recorded them to DTC- Delaware Trust Corporation .

- Note: you still may be able to print your March 2012 holdings as proof of your holding

IMO

I based that on other positive moves CRMD made. I feel CRMD hit bottom today at $6.13 and should move up nicely into and beyond 2026 especially with the accusation of the Melinta portfolio, which added to cost reported in 2025

Recent Corporate Highlights:

? CorMedix announces $128.6 million of net revenue for the fourth quarter of 2025, largely driven by continued utilization of DefenCath by its outpatient dialysis customers. DefenCath sales contributed $91.2 million of net revenue in the quarter.

? For the full-year 2025, CorMedix achieved total revenue of $311.7 million and pro forma total revenue of $401.3 million.(1)

? In the fourth quarter of 2025, the Company recognized Net Income of $14.0 million and adjusted EBITDA of $77.2 million.(2) Basic and Fully Diluted EPS were $0.18 and $0.16 per share, respectively.

? CorMedix reiterates previously established guidance for 2026, including net revenue of between $300 and $320 million and adjusted EBITDA of between $100 and $125 million.

? CorMedix announced in early February that its Board of Directors approved a share repurchase program, which authorizes the Company to repurchase up to $75 million of the Company’s outstanding common stock.

? As highlighted during the Company’s recent Analyst Day, CorMedix expects clinical data from the Phase 3 ReSPECT study of REZZAYO® (rezafungin for injection) in the prophylaxis of invasive fungal infections in adult patients undergoing allogeneic blood and marrow transplant in Q2 2026. In addition, the ongoing Phase 3 study of taurolidine/heparin catheter lock solution in TPN patients continues to enroll patients with targeted completion in the first half of 2027.

? Cash and short-term investments, excluding restricted cash, at December 31, 2025 amounted to $148.5 million.

For the year ended December 31, 2025, CorMedix recorded $311.7 million in total revenue, including $258.8 million in net sales of DefenCath and $52.9 million in net revenue from the legacy Melinta portfolio. Pro forma 2025 revenue, which reflects full-year revenue from the Melinta portfolio in addition to full-year net sales of DefenCath, was $401.3 million. The Company reported net income of $163.0 million, or $2.04 per diluted share, compared with a net loss of $17.9 million, or ($0.30) per share, in 2024. Net income was driven primarily by an increase in sales of DefenCath, and, to a lesser extent, net revenue from the acquisition of Melinta, partially offset by higher operating expenses.

Operating expenses during the year ended December 31, 2025 totaled $125.6 million compared with $62.6 million for 2024, an increase of $63.0 million, or 101%. The increase over the prior year was driven primarily by the acquisition of Melinta, including the contribution of operating expenses from Melinta’s business for the period from August 29, 2025 through the end of the year as well as transaction, integration and severance costs. Other drivers of the year-over-year increase include stock-based compensation and investment in research and development programs associated with expanded indications for DefenCath, including the Phase III clinical study for prevention of CLABSI in TPN.

I show CRMD very oversold and below all supports. I expect it to move up from the $6.20 as this next year guidance looks much better going forward.

Hi AZCowboy, glad your enjoying retirement. Do you feel it is FDIC & JPMC holding up the release and any time frame of possible release like June this year?
Also could the p's and k's get released before or are we waiting for FDIC to close receivership. Thanks for your great post as it keep many of us feeling better.

GREAT ERNINGS!

Icahn Enterprises L.P. (Nasdaq: IEP) Today Announced Its Fourth Quarter and Full Year 2025 Financial Results
February 25, 2026

SUNNY ISLES BEACH, Fla., Feb. 25, 2026 /PRNewswire/ --

Q4 2025 Adjusted EBITDA was $281 million, compared to Adjusted EBITDA of $16 million in Q4 2024

Q4 2025 net income attributable to IEP was $1 million, compared to a net loss of $98 million in Q4 2024

IEP declares fourth quarter distribution of $0.50 per depositary unit

Indicative Net Asset Value was approximately $3.2 billion as of December 31, 2025, a decrease of $654 million compared to September 30, 2025. The decrease was primarily due to a decrease of $778 million of our long position in CVI and the Holding Company's net interest expense of $75 million. The decrease was offset in part by the positive performance from the Funds of $261 million

I love that there is talk to end the 18 years of conservatorship BUT they want to advancing an idea pitched by President Donald Trump that could lead to taking the companies public. WE ARE ALREADY PUBLIC THE ISSUE IS WHAT THEY PLAN FOR EXISTING SHAREHOLDERS WITHOUT DILUTING OUR STOCK VALUE.

boarddork, great DD on Allspring and our cusip 939322 10 3

Have you contacted AllSpring Global Investments and can you share what they disclosed?

From research there contact info is:
📞 Allspring Global Investments — Primary Contact Details
United States Contacts
Individual investors: 1-800-222-8222
Retail intermediaries: 1-888-877-9275
Institutional cash investors: 1-800-260-5969
Institutional investors (email): allspringinstitutional@allspring-global.com
Consultant relations: consultantrelations@allspringglobal.com

🌎 International Contact
General international inquiries: allspringinternational@allspringglobal.com

🏢 Corporate Addresses
Menomonee Falls, Wisconsin Office
100 Heritage Reserve
Menomonee Falls, WI 53051
Phone: 833-568-4255
Charlotte, North Carolina Office (Head Office Listing)
1415 Vantage Park Dr, Suite 300
Charlotte, NC 28203
Phone: 1-800-368-7550

FYI, If your interested in IEP they post earnings on Feb 25 and expected is positive .17 vs negative -19 last year. IMO they are very oversold and should pop up on earnings - the question is if they continue to pay .50 / per share which is 26% may be a bit too much so they may lower to .25 which is still good - .the record date to own IEP for dividend is March 10th with expected payout April 16th.

IEP is still heavily shorted 12 million so I would like to see IEP do a share buy back to get ride of shorts. I feel they are on slow turn around by selling some of thier poor earning companies and buy many that look more $$$ long term. I see $12 plus in a year. IMO

Hey, that was funny but true - [quote]We should ask for Fannie to be changed to TumoieMae and TrumpieMac.[/quote]

JOG49, That is my concern if they Trump says he will START to sell 2-5% HOW MUCH do they think they own.
I feel it is a test to see what they can get by the shareholders without law suits. THEY DO NOT OWN THE TWINS!

QUESTION FOR ALL:
re: FHFA’S PULTE: FANNIE MAE AND FREDDIE MAC READY FOR IPO, DECISION UP TO TRUMP; MAY SELL 2.5–5% STAKE[/quote]

— First Squawk (@FirstSquawk) February 4, 2026

I do not understand how Trump or Treasury can sell what they don't own? The courts ruled the Net Sweep and warrants were not legally drafted. Plus any amount of money the Treasury gave the twins have been paid back many times. SO HOW CAN TRUMP OR TREASURY SELL WHAT THEY DO NOT OWN LEGALY?

RE

No as it does the reverse of QQQ which has moved up SQQQ will do opposite and move down.

SQQQ has undergone multiple reverse splits over the years. The most recent reverse split took effect on November 20, 2025, at a 1-for-5 ratio.
Full Reverse Split History for SQQQ
All splits listed below are reverse splits (the fund has never done a forward split):
I could not paste the R/S dates but it usually does R/S when it gets under $10

That Reverse split 1:5 took place back in Nov 2025

Yes, Michael I also feel your concerns about IEP trading so low. I feel the shorts still have a firm grip on controlling the pps for their benefits.
Last nights 8K about IEP retiring debt early should have given the pps a boost but instead we are down. I own a ton and will continue to hold as I feel IEP is turning around and earnings going forward will be positive to finally move the pps up.

Next earnings are March 4th and estimated at positive .19 vs last year negative -19 - this is great and my guess will be another dividend although I feel the 26% is a bit too much so I would be happy if it is reduced to .25 and they use any extra cash to buy quality companies. My biggest concern is Carl's age and is son Bret, which to date has not proven himself as a great investor. Time will tell!

agree CRGY is ready to fly north of $10 plus soon!

Low P/E nice 5.5% div = https://finviz.com/quote.ashx?t=CRGY&ty=c&ta=1&p=d
Strong buy rating. = https://www.tipranks.com/stocks/crgy/forecast

Yes he got 133K more shares at no cost - I would love that same deal. If one looks at all the insider sells there is no doubt they used inside info for their greed and profits. I do see one law firms is investigating those inside moves before lowering their estimated earning.

I do feel CRMD is oversold and have been aggressively buying more through STO PUT options all Feb & March $8-10 strike price and picking up huge premiums$$

IMO, we should continue moving up into the new Year as it was vary oversold.

ALSO:

- I noticed over 2 million short shares covered in last two days.
- I expect IEP 4th quarter earning to be vary positive after the company finally removed their larges losing stocks and add more such as CVI that should help earnings. In addition to CVI they should show strong growth and big question is will they reinstate their Dividend?

- My one negative is how much Carl Icahn sucks in value per quarter in dividend reinvestments that also dilutes shareholder value. Although I do love the dividend I feel IEP would have more EPS growth in the pps if Carl was not sucking 1 billion in value per year from bottom line.

that Nov 17th date has nothing to do with how IEP calculates the VWAP go read the 10-Q or 10-K
This Nov 17th is only record date so if you buy shares after that record date they are not included in any dividend payout cash or share units

IEP’s Actual Formula (from their 10-Q/10-K filings)
IEP uses:
Number of Shares = Cash Dividend Amount ÷ “Market Price”
Where Market Price is defined as:
The volume-weighted average price (VWAP) of IEP units over the 5 trading days ending on the payment date.
This is the method IEP has used for years in their dividend alternative program.
So for the Dec. 26 payment:
• They take the 5 trading days ending Dec. 26
• Compute the VWAP
• Divide your cash dividend amount by that VWAP
• You receive that number of IEP units, including fractional units

more on dividend payout and low pps:

Can Icahn (or IEP insiders) sell units before the dividend pay date to push the price down and get more shares?
Short answer:
They could sell, but doing so for the purpose of manipulating the price would be illegal.
Selling simply because they want liquidity is legal.
Selling to influence the VWAP used for the dividend share calculation crosses into market manipulation, which is prohibited.
Let’s unpack it clearly.

🧠 1. What would be the motive?
IEP’s dividend reinvestment formula uses a 5-day VWAP ending on the payment date.
Lower VWAP ? more shares issued to those who elect stock.
So in theory, if Icahn or affiliates sold a large amount of units before the VWAP window, it could push the price down and increase the number of units they receive.
But…

⚖️ 2. Is that legal? No — if the intent is manipulation.
U.S. securities law is very clear:
Market manipulation = illegal
This includes:
• Trading with the intent to artificially influence price
• Coordinated selling to distort VWAP
• Any action designed to affect a corporate action calculation (like a DRIP price)
The SEC has prosecuted companies and insiders for:
• “Marking the close”
• “Painting the tape”
• “Manipulating VWAP windows”
• “Trading to influence conversion ratios or dividend calculations”
Intent is the key.
If the purpose is to influence the price used in a corporate action ? illegal.

🧾 3. What is legal?
Insiders can:
• Sell shares for normal reasons
• Sell during open trading windows
• Sell with proper 10b5-1 plans
• Sell without any intent to manipulate VWAP
If the selling is:
• Disclosed
• Pre-planned
• Not coordinated
• Not intended to affect the dividend calculation
? Legal.

🧱 4. Could Icahn practically manipulate the price?
IEP’s float is large, but the daily volume is relatively modest.
A major insider selling aggressively could move the price — but:
• It would be visible
• It would be traceable
• It would be high-risk legally
• It would invite SEC scrutiny, especially given IEP’s history of short-seller attention
Icahn is many things, but he’s not reckless with SEC rules.

🧮 5. Does Icahn personally benefit from lower VWAP?
Not really.
IEP dividends are paid in:
• Cash (which costs the company money), or
• Units (which dilute the company)
If Icahn takes units:
• He gets more units at lower VWAP
• But the company dilutes more
• And the market sees the dilution
• Which can depress the stock further
It’s not a clean “win.”

why IEP always goes down right before Dividend payout? MY GUESS IS ICAHN GROUP IS MINIPULATING THE PPS FOR THEIR BENIFITS BY SELLING SHARES TO DROP PPS TO GET MORE DIVIDEND SHARES. With all the shares Icahn has it is easy for them to sell to manipulate the pps down. This should be a SEC violation.

How the Share Amount Is Calculated
When a company offers a stock dividend or a dividend reinvestment option, the math is straightforward:

The key is which share price the company uses — and this is where plans differ.

🧮 What Price Do They Use?
Companies or DRIP plans typically use one of these:
1. Market Price on the Dividend Payment Date
• Often the average of the high and low for the day.
• Or the closing price.
2. Average Price Over Several Days
• Common in DRIPs: a 5-day or 10-day average around the payment date.

I too can not figure out management. It is almost like they Icahn does not want the pps to move up as they keep growing a larger ownership of IEP with every dividend. I hope Icahn does not shit on us shareholders by forcing a low buyout and take company private.

They had good opportunity to sell some CVI when it was at high and use that $$$ to buy back cheap IEP shares to create a short squeeze. It is like Carl's brain is not working any more and his son never was good at investing.

Hi AZCowboy, yes, long list of those that have been servicing WMIH MBS/ABS Trusts. mostly held by DB.

I mention this years ago but back when Mr. Cooper had old investor relation manager I communicated with him to get his trust. I explained I was large investor and wanted access to their assets COOP was servicing to see if I could find my package, I was given the code and found many pages of coding of I believe was WMI 01 and 02 but think it had another code also - hundreds of these. I asked the IR manager since WMIH was in Chapter 11 who is COOP servicing those asset for.

The IR investment manager said he did not know but would ask.

A few days later he sent message he was let go and could not communicate any more about that so - READ BETWEEN THE LINE? Yes IMO these where our off book assets that COOP was servicing for possible our benefits.

IMO-itsmyoption

My take is IEP shorts are still holding it down and slowly tiring to cover. Next earnings should be good and if CVI declare Dividend again IEP should move up fast.
I show it is vary over sold so what I did today is STO-Sell to Open the Jan 16 $10.00 PUTS. This is optimistic play where I collected $2.10 per share now and if above $10 I keep 100% of premium if below I am assigned but my cost $7.90. Would love to hear positive news from Carl that would force shorts to cover as this could fly up fast!

CRGY should move much high after merge with Vital gets worked out.
Will probably move above $11.00 in Jan 26

JJ8 yes CRGY was vary over sold the move today is grate. It does pay a .12 / share dividend Dec. 1st.
With recent merge they almoust doubled the size of company but added more debt which they plan to pay down fast. Next year should be good.

I think the downside is limited now and potential for Hugh upside along with 22% dividend. I am looking forward to Dec. 26 dividend pay date$$$

Michael,

Yes it is frustrating as it seems like we can not go lower. The shorts may be tiring to get down to 7.27 for a double bottom
IEP = https://finviz.com/quote.ashx?t=IEP&ty=c&ta=1&p=d
We do have a vary high dividend going for us with next .50 / share on Dec. 26.
With over 12 million short IEP will move up vary fast once the shorts start to cover.
Going forward their earnings all look positive with next quarter expected EPS as positive .17 with last year was a negative -.19
I have been doing both STO-sell to Open PUTS both Jan. 16 $10.00 and $7.50 as I expect a nice move up in Jan. 2026

this is what AI told me:
Icahn Enterprises (IEP) sets the price for dividend shares on the ex-dividend date, which for the upcoming quarter is November 17, 2025.
Here's how it works:
🗓 Key Dividend Dates for IEP
• Ex-Dividend Date: November 17, 2025
This is the date by which you must own IEP shares to receive the dividend. It also serves as the reference date for pricing dividend shares if you elect to receive them instead of cash.
• Record Date: November 17, 2025
Shareholders on record as of this date are eligible for the dividend.
• Payment Date: December 24, 2025
This is when the dividend—either in cash or shares—is actually distributed.
💡 How Share Pricing Works for Dividend Shares
If you choose to receive IEP dividends in the form of additional shares, the price used to calculate how many shares you receive is typically based on the market price around the ex-dividend date. IEP has historically used a volume-weighted average price (VWAP) over a few trading days around the ex-dividend date, but the exact methodology can vary and is disclosed in their dividend declaration or SEC filings

my guess is short sellers and the big holders that wish to keep pps low on record date to receive more shares as dividend payment.
I would not doubt if Carl Icahn and son Bret short their own company to get more in shares.

IEP = https://finviz.com/quote.ashx?t=IEP&ty=c&ta=1&p=d
IEP just reported strong Q3 numbers = https://finviz.com/news/218776/icahn-enterprises-nasdaq-iep-delivers-strong-q3-numbers-stock-soars
Also = Icahn Enterprises L.P. (Nasdaq: IEP) Today Announced Its Third Quarter 2025 Financial Results | Icahn Enterprises

Indicative Net Asset Value was approximately $3.8 billion as of September 30, 2025, an increase of $567 million compared to June 30, 2025
IEP declares third quarter distribution of $0.50 per depositary unit note payable around Dec. 24th.
Q3 2025 Adjusted EBITDA was $383 million, compared to Adjusted EBITDA of $183 million in Q3 2024
Q3 2025 net income attributable to IEP was $287 million, compared to $22 million in Q3 2024

My feeling is next quarter will also be much better and I see IEP finally moving back up around $12 area. With IEP large holding of CVI - “CVR Partners also was pleased to declare a third quarter 2025 cash distribution of $4.02 per common unit.” This will be added to 4th quarter earning.

I agree IEP should perform well. I expect earning will be good but it is next quarter that this will add to strong earnings.   “CVR Partners also was pleased to declare a third quarter 2025 cash distribution of $4.02 per common unit.”
On December 6, 2024, Icahn Enterprises L.P. (IEP) and Icahn Enterprises Holdings L.P. (IEH) announced a cash tender offer for up to 17,753,322 shares of CVR Energy (CVI) at $18.25 per share, representing a premium over the then-current market price.
So going forward guidance will be good.

Why IEP should be strong buy$ CVI just reported strong earnings plus a $4.02 cash distribution per common unit IEP holds close to 18 million shares

CVR Energy Reports Third Quarter 2025 Results
•Net income attributable to CVR Energy stockholders of $374 million compared to a net loss attributable to CVR Energy stockholders of $124 million in the third quarter 2024
•EBITDA of $625 million compared to EBITDA loss of $35 million in the third quarter 2024
•Adjusted EBITDA of $180 million compared to $63 million in the third quarter 2024
•$488 million liability removed from balance sheet due to the EPA’s August 2025 decision granting full or partial waivers for Wynnewood Refining Company, LLC for certain historical periods
•Prepaid $20 million in principal of the Term Loan in July 2025
•CVR Partners announced a cash distribution of $4.02 per common unit
SUGAR LAND, Texas (October 29, 2025) – CVR Energy, Inc. (NYSE: CVI, “CVR Energy” or the “Company”) today announced its third quarter 2025 results including earnings per diluted share of $3.72 and adjusted earnings per diluted share of 40 cents, compared to a loss per diluted share of $1.24 and an adjusted loss per diluted share of 50 cents for the prior year period.
“During the third quarter of 2025 we recognized a $488 million benefit from the August 2025 decision of the EPA in clearing years of undue RIN strain on our balance sheet, in addition to 97% crude utilization, higher cracks and an increased capture rate all contributing to third quarter 2025 EBITDA of $625 million. While the EPA’s August decision was not perfect, we appreciate the Trump Administration recognizing the critical role small refineries like ours play in Unleashing American Energy. Of course, we will continue to fight for the full waivers Wynnewood Refining Company, LLC deserves,” said Dave Lamp, CVR Energy’s Chief Executive Officer. “With continued geopolitical tensions, the exorbitant replacement costs for refineries, steady global demand and declining supply as refinery closures are expected to outpace additions over the next 5 years, we should be well positioned into the future.
“CVR Partners achieved strong results for the third quarter of 2025, with a combined ammonia production rate of 95 percent coupled with a supportive market environment for nitrogen fertilizers,” Lamp said. “CVR Partners also was pleased to declare a third quarter 2025 cash distribution of $4.02 per common unit.”

On December 6, 2024, Icahn Enterprises L.P. (IEP) and Icahn Enterprises Holdings L.P. (IEH) announced a cash tender offer for up to 17,753,322 shares of CVR Energy (CVI) at $18.25 per share, representing a premium over the then-current market price.