Evercore Holdings Inc (EVHO)

[Luho]

“that consideration the shares trading now are all dumps from the S1 deals...is a leap (IMHO)...we have seen huge volume before and turns out minimal changes...I do expect some...but would consider that any who made deals for shares might have confidence in future...want more % then to dump at first opportunity”

Myself and teslonian laid out the logic to both sides previously. Nobody is saying “are all dumps from S1”. But based on CFGN, t-trade and block trade(s), and other factors, I would claim it’s safe to conclude dilution has begun. But what exact amount of the entire shares traded is an unknown. It certainly isn’t “all”. Most are actually probably retail selling ahead of the note holder, especially the early dump this morning. I don’t think that was the note holder at all.

I mentioned on this board months ago that Yorkville’s confidence (or lack thereof) in Kona would be a big factor for shareholders when the time comes. Well, it highly appears to have started yesterday, unless these are holders of other notes or matured shares. Which is possible, but I didn’t notice any shares maturing 1/1/21 from previous transactions. Hope I didn’t overlook any. But it’s definitely possible.