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Dec 4, 2024 | 
hntrbrk.com | Till Daldrup |Daniel Sherwood |Sam H. Koppelman |Nick Gibbons
Plug needs the DOE loan as a financial lifeline. It’s racing to finish the approval process before Inauguration Day, fearing the Trump administration may cancel it. A Hunterbrook investigation finds potential major roadblocks to getting the loan approved: Plug may not be able to secure enough water for planned hydrogen plants and may not have a credible plan for paying the loan back. Plug’s plant in Georgia uses at least seven times more water than the company publicly claimed.
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Oct 23, 2024 | 
hntrbrk.com | Jenny Ahn |Blake Spendley |Daniel Sherwood |Nick Gibbons
Universal Stainless, a key supplier for Boeing and the aerospace industry, is set to be acquired by Aperam S.A. in early 2025. According to a U.S. Air Force Safety Investigation Board report leaked to the media, Universal Stainless is behind a fatal Osprey crash in Japan that killed eight U.S. airmen, and potentially at least five prior aircraft failures.
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Sep 30, 2024 | 
hntrbrk.com | Sam H. Koppelman |Ben Rappaport |Blake Spendley |Daniel Sherwood
Hunterbrook Media review of open-source intelligence (OSINT) reveals arteries connecting high-quality quartz mines to the world — freight rail and roads — are damaged. Experts say risks could be significant but companies have stockpiles. Based on Hunterbrook Media’s reporting, Hunterbrook Capital is long Ferroglobe Plc (NASDAQ: $GSM) and Nordic Mining ASA (Oslo: $NOM) at the time of publication. Positions may change at any time. See full disclosures below.
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Sep 25, 2024 | 
hntrbrk.com | Sam H. Koppelman |Daniel Sherwood |Wendy Nardi
Based on Hunterbrook Media’s reporting, Hunterbrook Capital is short AAR Corp. (NYSE: $AIR) at the time of publication. Positions may change at any time. See full disclosures below. AAR Corp.
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Sep 13, 2024 | 
hntrbrk.com | Sam H. Koppelman |Daniel Sherwood |Jim Impoco
To help the Albertsons-Kroger merger overcome a challenge from the FTC, C&S Wholesale Grocers will need to prove it can be a viable competitor. But are C&S and SoftBank more interested in propping up a $10 billion automation upstart called Symbotic, which also just so happens to be backed by C&S executives and SoftBank, and could really use some customers? Based on Hunterbrook Media’s reporting, Hunterbrook Capital is short $SYM at the time of publication.
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Sep 3, 2024 | 
hntrbrk.com | Sam H. Koppelman |Daniel Sherwood |Jim Impoco
First Nation community tells Hunterbrook Media it plans to issue an “investors advisory,” says “Snowline’s activities would not be excluded.” Based on Hunterbrook Media’s reporting, Hunterbrook Capital is short Snowline Gold Corp (TSX: $SGD). Positions may change at any time. See full disclosures below.
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Aug 20, 2024 | 
hntrbrk.com | Sam H. Koppelman |Daniel Sherwood
Namibian Competition Commission approves deal Hunterbrook Media’s investment affiliate, Hunterbrook Capital, did not take any positions related to this article. On Friday, the Namibian Competition Commission approved Sinomine Resource Group Co. Ltd.’s (SHE: 002738) proposed acquisition of the controversial copper mine owned by Dundee Precious Metals Inc. (TSX: $DPM) in Tsumeb, Namibia. But the terms of the deal have changed in recent weeks.
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Jul 29, 2024 | 
hntrbrk.com | Sam H. Koppelman |Daniel Sherwood |Wendy Nardi
Public records request reveals investigation is “still active and ongoing.” Hunterbrook Media’s investment affiliate, Hunterbrook Capital, does not have a position in $SMR. The U.S. Securities and Exchange Commission’s Division of Enforcement is conducting an “active and ongoing” investigation into NuScale Power Corp. (NYSE: SMR), a developer of small modular nuclear reactors, according to the SEC’s July 24 response to an open records request obtained by Hunterbrook Media.
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Jul 19, 2024 | 
hntrbrk.com | Daniel Sherwood |Jake Conley |Jim Impoco
Nano Nuclear Energy (NASDAQ: $NNE) stock rose over 450% after going public in May, reaching a market cap of more than $850 million, even though the company has no revenue, products, or patents for its core technology. NNE estimates that it will bring nuclear microreactors to market between 2030 and 2031.
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Jul 10, 2024 | 
hntrbrk.com | Sam H. Koppelman |Daniel Sherwood
Bill sponsor tells Hunterbrook Media that the move sets a “terrible precedent” of “not enforcing the law,” calls on activists to litigate or legislature to revisit bill language Hunterbrook Media’s investment affiliate, Hunterbrook Capital, did not take any positions related to this article. A California oil and gas regulator has decided not to enforce a new environmental protection law in its first big test: a merger between California Resources Corp (NYSE: $CRC) and Aera Energy LLC.
