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Timyan Bank Alert

@TimyanBankAlert

Timyan® Bank Alert is a Timyan Ventures publication written specifically for community bank stock shareholders and investors.

 Chicago, IL
timyanbankalert.com
Joined May 2012
  • Tweets11.7K
  • Following4.1K
  • Followers7.8K
865Media
Photo by Timyan Bank Alert (@TimyanBankAlert)Photo by Timyan Bank Alert (@TimyanBankAlert)Photo by Timyan Bank Alert (@TimyanBankAlert)Photo by Timyan Bank Alert (@TimyanBankAlert)Photo by Timyan Bank Alert (@TimyanBankAlert)Photo by Timyan Bank Alert (@TimyanBankAlert)Photo by Timyan Bank Alert (@TimyanBankAlert)Photo by Timyan Bank Alert (@TimyanBankAlert)Photo by Timyan Bank Alert (@TimyanBankAlert)Photo by Timyan Bank Alert (@TimyanBankAlert)
Timyan Bank Alert retweeted
Catahoula (@Catahoula_Value) profile picture
Catahoula@Catahoula_Value18h
$FINN 3Q26: Quietly putting up solid numbers. Net income $175M vs. $161M YOY. NII $533M vs. $498M YOY. 9M earnings +26% to $493M. Strong capital, pristine franchise. InBankshares deal should add scale if completed. Not flashy, just compounding. fnni.com/content/dam/fnni/do…
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Timyan Bank Alert retweeted
Tim Eriksen (@eriksen_tim) profile picture
Tim Eriksen
@eriksen_timOct 27
First ECIP repurchase has occurred. From M&F Proxy Supplement $MFBP Others to watch $CZBS $UBAB $BFCC $PDLB $MNMB $SFDL $PCB $BYFC $NMBF $HRBK $IBWC
Image from Tim Eriksen (@eriksen_tim)
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Timyan Bank Alert retweeted
Colarion (@colarion) profile picture
Colarion@colarionOct 21
Pathward’s 3Q report this afternoon… the path to one share outstanding
Image from Colarion (@colarion)
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Timyan Bank Alert retweeted
Edwin Dorsey (@StockJabber) profile picture
Edwin Dorsey
@StockJabberOct 14
Today I'm officially launching @BullpenDotNews! Great stock ideas are scattered across the internet. We're bringing them together. Free to browse. Free to search. A free recap every morning. Explore the site and sign up: bullpen.news
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Timyan Bank Alert retweeted
Jason Huang (@jasonhuang1983) profile picture
Jason Huang@jasonhuang1983Oct 16
Replying to @Charlie91358059 @TimyanBankAlert
I don't think tax consideration can justify 25% lower consideration. of course TBBC can say the combined company will trade at much higher valuation than 100% of TBV but TBBC is barely breakeven
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Timyan Bank Alert retweeted
Jason Huang (@jasonhuang1983) profile picture
Jason Huang@jasonhuang1983Oct 16
Replying to @TimyanBankAlert
MFBP should put out a release to compare the two bids. I calculate that combined company needs to trade at 1.5x TBV for TBBC bid to match Optus bid
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Timyan Bank Alert retweeted
Jim Perry (@mi_jim) profile picture
Jim Perry
@mi_jimOct 14
Crypto exchange Kraken owner to buy European bank ft.com/content/8e82ae33-cc11… via @ft
Crypto exchange Kraken owner to buy European bank

Crypto exchange Kraken owner to buy European bank

Payward is purchasing Lithuania’s Saldo Bank as it seeks to become broader financial services company

ft.com
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Timyan Bank Alert retweeted
Jim Perry (@mi_jim) profile picture
Jim Perry
@mi_jimOct 14
BofA’s $1.21B AML penalty points to one of three signals worth watching: who controls the customer, who gets to compete in banking, and who’s accountable when control breaks down. October’s Bank Forward. 👇🏼linkedin.com/pulse/bank-forw… via @LinkedIn
Bank Forward - October 2026

Bank Forward - October 2026

Your mid-month pulse on the signals shaping community & regional banking. Who controls the customer relationship? Who gets to compete in banking? And who's accountable when technology—or the systems...

linkedin.com
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Timyan Bank Alert retweeted
Curt Thompson (@curttho28964890) profile picture
Curt Thompson@curttho28964890Oct 13
Replying to @hootrm3 @shaskell12 @TimyanBankAlert
Don’t want to get stuck in these turds. Anything past 4-5 years and you just have to almost leave at any price. At least they are making some money 30 years later.
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Timyan Bank Alert retweeted
CorpusColossus (@CorpusCol) profile picture
CorpusColossus
@CorpusColOct 8
Replying to @TimyanBankAlert
To be clear, this is Southern of TX, not $SBNC, and Pinnacle of NE, not $PNFP.
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Timyan Bank Alert retweeted
Paul Davis (@The_Bank_Slate) profile picture
Paul Davis@The_Bank_SlateOct 2
Replying to @PhilTimyan
To be sure, Chip Reeves has a knack for selling banks: Beach in Florida, MidWestOne, etc. Same for Provost (Talmer, Chemical, TCF)
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Timyan Bank Alert retweeted
Paul Davis (@The_Bank_Slate) profile picture
Paul Davis@The_Bank_SlateOct 2
Replying to @TimyanBankAlert @bankingdive
They've had conditional FDIC approval since August: thebankslate.com/2026/08/val…
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Timyan Bank Alert retweeted
Zirkle Blakey III (@vapreps) profile picture
Zirkle Blakey III
@vaprepsSep 24
Bank of Botetourt $BORT Begins Trading today on the OTCQX Best Market Founded in 1899, Bank of Botetourt has built a legacy of financial strength, relationship banking, and community leadership-and has consistently ranked among the best banks in Virginia
Image from Zirkle Blakey III (@vapreps)
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Timyan Bank Alert retweeted
Zirkle Blakey III (@vapreps) profile picture
Zirkle Blakey III
@vaprepsSep 23
New Bank gets to get its place in the Richmond Skyline! richmondbizsense.com/2026/09…
$51B bank to get its place on the Richmond skyline - Richmond BizSense

$51B bank to get its place on the Richmond skyline - Richmond BizSense

The bank, headquartered in Pittsburgh, will get its name atop the Altitude on Main, the apartment conversion of the former Wytestone Plaza office building that’s nearing completion at 801 E. Main St.

richmondbizsense.com
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Timyan Bank Alert retweeted
Paul Davis (@The_Bank_Slate) profile picture
Paul Davis@The_Bank_SlateSep 15
Enova International has withdrawn its applications to buy Grasshopper Bank in New York. thebankslate.com/2026/09/eno…
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Timyan Bank Alert retweeted
Paul Davis (@The_Bank_Slate) profile picture
Paul Davis@The_Bank_SlateSep 15
Recapitalized Lineage Bank in TN rebrands as it backs away from BaaS to refocus on being a community bank. Also hired new leadership from Volunteer Bank. thebankslate.com/2026/09/lin…
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Timyan Bank Alert retweeted
Aaron Sallen (@aaronjsallen) profile picture
Aaron Sallen
@aaronjsallenSep 8
Spoke with American Banker about our latest letter to $UBAB and request to join the board. americanbanker.com/news/acti…
Activist investors ask to join Alabama bank's board

Activist investors ask to join Alabama bank's board

Two shareholders at United Bancorporation of Alabama say they've been expressing their concerns for years, to no avail. Now they want seats at the table.

americanbanker.com
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Timyan Bank Alert retweeted
Ronbo (@Ron284Ron) profile picture
Ronbo
@Ron284RonSep 9
$UBAB Addresses latest letter from activists. otcmarkets.com/stock/UBAB/ne…
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Timyan Bank Alert retweeted
Colarion (@colarion) profile picture
Colarion@colarionSep 1
September: The “Most Interesting Bank in the World” is solving its problems (link below, with the free portion discussing PNFP and CCB; beyond that NTB, FMBL, UBAB and QNBC). happy reading!
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Colarion (@colarion) profile picture
Colarion@colarionSep 1
fivepoint.substack.com/p/sep…
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