Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

EOFlow Situation: Latest Disclosure, Market Speculations, & Key Short-Term Focus

What EOflow Insiders Are Saying on the Current Situation & An Objective Interpretation of It

Summary of the Situation Regarding Insulet's Lawsuit in the US Against Eoflow

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

<ul>
<li>It can be considered that the suspension of EOFlow's trading and, furthermore, the risk of delisting have been completely eliminated at this point.</li>
<li>EOFlow emphasizes the possibility of circumventing sales of EOPatch by supplying EOPump to a JV in China. The key factors that initially sparked Medtronic's interest in EOFlow are still valid.</li>
<li>If CEO Kim fails to repay a stock collateral loan of ₩20B or secure additional loans, approximately 4% of the total issued shares could be sold in the market.</li>
</ul>


It can be considered that the suspension of EOFlow's trading and, furthermore, the risk of delisting have been completely eliminated at this point.
EOFlow emphasizes the possibility of circumventing sales of EOPatch by supplying EOPump to a JV in China. The key factors that initially sparked Medtronic's interest in EOFlow are still valid.
If CEO Kim fails to repay a stock collateral loan of ₩20B or secure additional loans, approximately 4% of the total issued shares could be sold in the market.


Key Points We Should Know Regarding the Current Status of EOFlow