Amvona

Fr. Emmanuel Lemelson Addresses Amvona Fund Holdings In Apple, World Wrestling Entertainment And Other Stocks

Fr. Emmanuel Lemelson, Chief Investment Officer of Lemelson Capital Management, general partner of The Amvona Fund, LP, and Founder and President of The Lantern Foundation, appeared on Benzinga’s “Pre-Market Prep” show on November 18, offering updated commentary on several core holdings of The Amvona Fund and discussing the mission of The Lantern Foundation, a non-profit organization he founded in 2012.

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Lemelson Capital Management Announces 2% Stake in Geospace Technologies (NASDAQ: GEOS)

Lemelson-Capital-Management  Logo - resized to 220 pxPlaces fair value above $78 per share

Marlborough, Mass., October 20, 2014—Lemelson Capital Management, a private investment management firm, today announced that it has taken a significant position in shares of Geospace Technologies  (NASDAQ: GEOS).  Lemelson Capital’s investment in Geospace Technologies, which will be held in the firm’s flagship Amvona Fund, represents approximately two percent of Geospace Technologies’ outstanding shares.  

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Lemelson Capital Management Fund Tops BarclayHedge Performance List

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The Amvona Fund Ranked World’s Top Performing Long Bias Equity Fund for August 2014

 

Marlborough, Mass., October 2, 2014—Lemelson Capital Management, a private investment management firm, today announced that BarclayHedge, a global leader in fund performance ranking and assessment, has ranked The Amvona Fund as the world’s top-performing “long bias” fund for August 2014[1]

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Lemelson Capital Management Marks Flagship Fund’s Second Anniversary

Lemelson-Capital-Management  Logo - resized to 220 pxThe Amvona Fund Records 160% Net Gain since September 2012 Inception, Ranking Repeatedly Among World’s Best-Performing Hedge Funds

 

Marlborough, Mass., September 5, 2014—Lemelson Capital Management, a private investment management firm, today marked the second anniversary of the launch of its flagship fund, The Amvona Fund, LP which has ranked repeatedly among the world’s top performing hedge funds.  The firm also today released the overall and net gains for the fund since inception, which were, respectively, 257.74 percent and 160.21 percent. The fund’s performance since inception has outperformed the benchmark S&P 500 Total Returns Index by 209.07 percent (111.54 percent net of all fees and expenses).

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Lemelson Capital Commends Kulicke and Soffa Board and Management on Share Repurchase Program

Kulicke and Soffa accepts Lemelson Capital’s April 23rd, 2014 recommendation

Marlborough, Mass., August 27, 2014—Lemelson Capital Management, a private investment management firm, today commended the Board of Directors and management team of Kulicke and Soffa Industries, Inc. (NASDAQ: KLIC) for their favorable response to Lemelson Capital’s April 23, 2014 letter to CEO Bruno Guilmart urging the company to initiate a share repurchase program. In an announcement this morning, Kulicke and Soffa said its Board of Directors has authorized a repurchase of up to $100 million of the company’s common shares, effective immediately.

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Ligand Pharmaceuticals (NASDAQ: LGND): Institutional holders wasting no time dumping stock in response to mounting insolvency and bankruptcy risks

Ligand’s largest Shareholder BVF, Inc. sells 484,524 shares

A PDF version of the report is available here

Overview 

Raising prospects for a continued deterioration in the stock price of Ligand Pharmaceuticals (NASDAQ: LGND), the largest shareholder in the company has moved to unload shares of the troubled company in a private transaction.   Earlier this week, on August 19, BVF, Inc., the company’s largest shareholder, offloaded 484,524 shares in a private transaction, the terms of which are both costly and indicative of institutional sentiment.

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Lemelson Capital Says Ligand Pharmaceuticals’ (NASDAQ: LGND) $225M Debt Issuance Solidifies Company’s Insolvency, Substantially Raises Specter of Bankruptcy

Lemelson Capital short stake built as share price collapses on insolvency and bankruptcy risk

Rev. Father Emmanuel Lemelson, Founder and President of the Lantern Foundation and Chief Investment Officer of Lemelson Capital Management, appeared yesterday on Benzinga’s Pre-Market Prep show in which he addressed recent geopolitical and global market developments and the firm’s existing long and short investment positions, including Lemelson Capital’s short position in Ligand Pharmaceuticals (NASDAQ: LGND), which the firm first announced on June 16, 2014. Lemelson Capital has continued to sell the stock short even as its share price has collapsed over the last six weeks.

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Ligand Pharmaceuticals (NASDAQ: LGND): Appendix

Lemelson Capital further increases short stake and reaffirms 100% downside risk in Ligand Pharmaceuticals (NASDAQ: LGND), ancillary applications for Promacta® and Kyprolis® not commercially viable, Duavee® sales remain immaterial

A PDF version of the report is availablehere.

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Watch 6/19 Rev. Emmanuel Lemelson on Capital Allocation as Stewardship, Show 9:20am ET

On June 19th, Rev. Father Emmanuel Lemelson, Founder and President of the Lantern Foundation, was invited onto Benzinga's Pre-Market Prep show to discuss the theme of capital allocation as stewardship.

In the interview, Fr. Emmanuel, after some initial comments on his background and investment philosophy is asked in depth and pointed questions about his recent short call on shares of WWE that was first published on March 17th as well as his recent 25 page research report on shares of LGND. He clarifies his reasoning behind statements that shares of LGND have no intrinsic value presently. 

Shares of LGND dropped as much as 2% during the interview.

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