Activist Target

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Legion Partners’ Thesis on OSPN

Purpose of Transaction. The Reporting Persons purchased the Shares based on the Reporting Persons’ belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of Shares at prices that would make the purchase or sale…

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Harbert Calls for Sale of Bluerock Resi

Purpose of Transaction. The Reporting Persons originally purchased the securities of the Issuer (the “Shares”) reported herein based on their belief that the securities were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of Shares at prices that would make…

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Fir Tree Sends Letter to Halcón’s Board

October 22, 2018  Dear Members of the Board of Directors: As one of Halcón’s largest shareholders, we are writing, first and foremost, to reiterate our strong support for Halcón’s initiatives to maximize shareholder value, including the $2.0 billion in asset sales to date and the successful development of, and recent announcement to divest, the midstream business.  These…

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Kimmeridge Disappointed with Subscale Resolute Energy

October 19, 2018 Resolute Energy Corporation 1700 Lincoln Street, Suite 2800 Denver, CO 80203 Attention: Board of Directors Dear Members of the Board, As beneficial owners of almost 10% of Resolute Energy Corporation (“Resolute” or the “Company”) shares, we are writing to you today as concerned shareholders. In 2017, Kimmeridge acquired a position in Resolute…

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Blue Lion Calls HMST Performance Worst-in-Class

October 17, 2018 HomeStreet, Inc. 601 Union Street, Suite 2000 Seattle, WA 98101 Attention: Mr. Mark Mason Chairman, CEO & President Dear Mark, It has now been almost eleven months since we wrote our first letter to you and the other members of the Board of Directors (“Board”) of HomeStreet, Inc. (“HMST” or the “Company”)….

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Senvest Sends Letter to NorthStar Realty Europe

The Board of Directors  NorthStar Realty Europe Corp. 590 Madison Avenue, 34th Floor New York, New York 10022 Dear Members of the Board: Senvest Management, LLC (“Senvest Management” or “we”) advises private investment funds that, as of September 24, 2018, own 4,757,009 shares of common stock of NorthStar Realty Europe Corp. (“NRE” or the “Company”), equal…

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Atlantic: OI Shares Could More Than Double

September 13, 2018 Mr. Andres Lopez President and Chief Executive Officer Owens-Illinois, Inc. One Michael Owens Way Perrysburg, OH 43551 Dear Andres: It was good to meet with you, CFO Jan Bertsch and Treasurer Dave Johnson yesterday at our office in New York, following your presentation at the Credit Suisse Conference where you provided an…

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Marathon Sends Letter to e.l.f. Beauty’s Board

Purpose of Transaction. Item 4 is hereby amended to add the following: On September 12, 2018, Marathon Partners delivered a letter (the “Letter”) to the Issuer’s CEO and Chairman of the board of directors (the “Board”) recommending, among other things, that the Board pursue cost-cutting measures that focus on profitable growth or strategic alternatives, including…

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Ex PM Pushing for Changes at Destination XL

September 11, 2018 Glenn J. Krevlin 600 Fifth Avenue, 11 FL New York, NY 10020 Corporate Secretary Destination XL Group, Inc. 555 Turnpike Street Canton, MA 02021 To the Board of Directors: I have had an equity interest in Destination XL Group Inc. (“DXLG” or the “Company”) since 2001, actively listening to nearly every earnings call…

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TCS Points to DHX Price Drop From $13 to $2

John Barter Chairman, Board of Directors DHI Group, Inc. 1040 Avenue of the Americans, Floor 8 New York, NY 10018   August 23, 2018 Dear Chairman Barter, As you know, we are the largest shareholder of DHI Group (“DHI” or the “Company”) and have closely followed the Company for nearly two decades. We are writing…

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Alesia Lays Out Case for PHI Sale

August 20, 2018 The Board of Directors of PHI, Inc. c/o of Al Gonsoulin, Chairman of the Board and CEO 2001 SE Evangeline Thruway Lafayette, LA 70508 Dear Members of the Board: We, Alesia Asset Management and Timothy Stabosz, collectively control 4.7% of the outstanding shares of PHIIK. We believe PHI is deeply undervalued and…

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Legion Thinks NTRI is Misunderstood

The Reporting Persons purchased the Shares based on the Reporting Persons’ belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of Shares at prices that would make the purchase or sale of Shares desirable,…

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Red Oak Critical of EDUC Governance

July 3, 2018 Educational Development Corporation 5402 South 122nd East Avenue Tulsa, OK 74146 Attention: Board of Directors Dear Members of the Board, As you are aware, Red Oak Partners, LLC (“Red Oak”) is a long-term shareholder of Educational Development Corporation (“EDUC” or the “Company”). Red Oak and funds under its control currently own 7.7% of…

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KEMC Supports Monarch on Resolute Energy

Purpose of Transaction. The Reporting Person acquired the Shares over which it exercises beneficial ownership on behalf of the Kimmeridge Funds in the belief that the Shares are undervalued and are an attractive investment. The Reporting Person is broadly supportive of the Issuer’s agreement with Monarch Alternative Capital LP regarding the review of potential strategic…

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Denali Wants DFIN to Look for a Buyer

June 5, 2018 The Board of Directors Donnelley Financial Solutions, Inc. 35 West Wacker Drive Chicago, IL 60601 RE: Shareholder request for special committee to seek strategic alternatives for Donnelley Financial Solutions (the “Company”) Dear Members of the Board: We appreciate the recent investor day you held in New York. However, as evident in the continued decline…

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A 13D Filing on a Near-Decimated Iconix

Shirebrook, England – June 1, 2018 – Sports Direct International plc (LON: SPD) (“Sports Direct”), one of the United Kingdom’s largest sports-goods retailers which holds 9% of Iconix Brand Group, Inc. (Nasdaq: ICON) (“Iconix” or the “Company”), today announced that it has nominated four highly-qualified individuals – Ron McPherson, Howard Moher, Mark Hunter and Daniel Dienst – for…

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Blackwells in a Fight with Supervalu

NEW YORK–(BUSINESS WIRE)–Blackwells Capital LLC (together with its affiliates, “Blackwells Capital” or “Blackwells”), an alternative investment management firm with an approximate 7.3% ownership interest in Supervalu Inc. (NYSE: SVU) (“Supervalu” or the “Company”), today announced it has filed preliminary proxy materials to elect six highly qualified candidates to Supervalu’s Board of Directors (the “Board”) at…

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Richmond Supports RMTI Board Firing CEO

Rockwell Medical, Inc. 30142 Wixom Road Wixom, Michigan 48393 Attn: Board of Directors Dear Members of the Board: As you are aware, Richmond Brothers, Inc. (together with its affiliates, “Richmond Brothers” or “we”) beneficially owns approximately 10.9% of the outstanding shares of common stock of Rockwell Medical, Inc. (“Rockwell” or the “Company”). As the Company’s…

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Anchorage Files 13D on Post Reorg Goodrich

PURPOSE OF TRANSACTION The response to Item 3 of this Schedule 13D is incorporated by reference herein. The Reporting Persons initially acquired Shares in connection with the Issuer’s Restructuring, and acquired additional Shares in the Private Placement for investment purposes, because they believed the securities were undervalued and represented an attractive investment opportunity. The Reporting…

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GKC Disappointed in eHi Car Services

Ray Ruiping Zhang Chairman of the Board eHi Car Services Limited Unit 12/F, Building No.5, Guosheng Center, 388 Daduhe Road Shanghai, 200062 The People’s Republic of China Dear Mr. Zhang: GKC Strategic Value Master Fund, LP is the beneficial owner of 4,900,394 Class A shares, via 2,450,197 American depositary shares (“ADS,” each representing two Class…