In that post, I laid out the timeline for MYQ, from when Merchant took a sub position, to when they brought in the deal that subsequently brought 30 or so bags for those in early. It appears to me their timing in bringing that deal was very deliberate and I'm hoping that is part of the reason for the delay here, waiting for ideal market conditions.
Is anyone aware of any other deals Merchant have been involved with in the shell space?
VPC Price at posting:
0.4¢ Sentiment: None Disclosure: Held