Timyan® Bank Alert is a Timyan Ventures publication written specifically for community bank stock shareholders and investors.
Chicago, IL
Joined May 2012
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Timyan Bank Alert retweeted
The midterms are over. Now what for community banks?
Tomorrow (11/11) at 2 p.m. ET, I'll join James Ballentine & Dennis Sullivan for a nonpartisan 40 Groups webinar on reg relief, fees, M&A, stablecoins + new banking committees.
Register: attendee.gotowebinar.com/reg…
Timyan Bank Alert retweeted
The Paraguay Ueno situation highlights the need for rigorous and unbiased bank supervision. If there is no supervision or it's not in the supervisor's interest to act, zombie banks can persist until some weird event causes a run. Banking really is a confidence game - as long as confidence keeps the deposits in place, nothing changes.
My favorite example is long ago Scotia Bank. In 1870, the CEO for 30+ years was discovered to have embezzled 15% of the bank's assets and almost half its net worth. One can't imagine a bank today surviving that.
Scotia paid its annual dividend and hasn't missed one since.
Timyan Bank Alert retweeted
$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…
Timyan Bank Alert retweeted
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Explore the site and sign up: bullpen.news
Timyan Bank Alert retweeted
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
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
Timyan Bank Alert retweeted
Crypto exchange Kraken owner to buy European bank ft.com/content/8e82ae33-cc11… via @ft
Timyan Bank Alert retweeted
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
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
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…