Timyan Bank Alert retweeted
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Timyan Bank Alert retweeted
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
Timyan Bank Alert retweeted
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
Crypto exchange Kraken owner to buy European bank ft.com/content/8e82ae33-cc11… via @ft
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
Timyan Bank Alert retweeted
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.
Timyan Bank Alert retweeted
Replying to @TimyanBankAlert
Timyan Bank Alert retweeted
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)
Timyan Bank Alert retweeted
Replying to @TimyanBankAlert @bankingdive
They've had conditional FDIC approval since August: thebankslate.com/2026/08/val…
Timyan Bank Alert retweeted
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
Timyan Bank Alert retweeted
New Bank gets to get its place in the Richmond Skyline!
richmondbizsense.com/2026/09…
Timyan Bank Alert retweeted
Enova International has withdrawn its applications to buy Grasshopper Bank in New York.
thebankslate.com/2026/09/eno…
Timyan Bank Alert retweeted
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…
Timyan Bank Alert retweeted
Spoke with American Banker about our latest letter to $UBAB and request to join the board.
americanbanker.com/news/acti…
Timyan Bank Alert retweeted
$UBAB Addresses latest letter from activists. otcmarkets.com/stock/UBAB/ne…
Timyan Bank Alert retweeted
The corollary to this is that overall the talent at the megabanks in their secondary and tertiary markets is terrible because the ones with any talent get promoted to a bigger profit pool very quickly.
Timyan Bank Alert retweeted
NBA veteran Harrison Barnes just bought a small Iowa bank — putting in $25M of his own money.
We discussed why he did it, his "Dream Team" board, and what 14 years in NBA locker rooms taught him about banking.
Full Q&A in Monday's Bank Slate.
thebankslate.substack.com/













