| EV-ID | Type | Claim | Ticker | Source | Conf. | Linked | Filed |
|---|---|---|---|---|---|---|---|
| EV-04421 | Filing | Plant 7 capex line reclassified from "maintenance" to "specialty conversion" in Q1 10-Q. | CLST.N | 10-Q · §3 fn4 | 0.88 | T·184 | 22 Apr · 06:12 |
| EV-04420 | Transcript | "Specialty mix" said 5× on Q1 call; 0× across prior 8 quarters. | CLST.N | Q1'26 call · 14:22 | 0.74 | T·184 | 22 Apr · 06:09 |
| EV-04419 | Field | Plant 7 site walk: pad poured, two of three lines installed, Q3 commission realistic. | CLST.N | Visit 14·Mar | 0.81 | T·184 | 15 Mar · 18:30 |
| EV-04418 | Interview | Battery-housing OEM procurement lead confirms CLST is sole-sourced on next-gen line. | CLST.N | Off-record · K.M. | 0.66 | T·184 | 09 Mar · 11:14 |
| EV-04417 | Filing | VRDN AP days extended 11 days, AR days compressed 6 days, in two qtrs preceding CFO search. | VRDN.O | 10-Q Q4'25 · §5 | 0.86 | T·183 | 21 Apr · 06:07 |
| EV-04416 | Filing | SVRN reserve releases of $84M / $112M across Q3'25 / Q4'25 against hardening loss-cost env. | SVRN.N | 10-K · §B-4 | 0.91 | T·180 | 15 Apr · 07:50 |
| EV-04415 | Field | BTHE depot photo log: equipment vintage 2009 across two yards, depreciation curve runs longer than carrier estimate. | BTHE.N | Field log 28·Mar | 0.70 | T·182 | 30 Mar · 09:00 |
| EV-04414 | Filing | KRYO Schedule 13G discloses 5.4% beneficial ownership; proxy implies 3.1%. Gap unresolved. | KRYO.O | 13G · 14 Mar | 0.62 | T·178 | 10 Apr · 17:22 |
| EV-04413 | Transcript | HALY CEO uses "non-dilutive" 4× on Q4 call; financing capacity language inconsistent with 10-Q. | HALY.N | Q4 call · 32:18 | 0.71 | T·181 | 17 Apr · 11:14 |
| EV-04412 | Interview | ATLS terminal manager confirms two 10-yr contract step-ups within Q3 backlog disclosure. | ATLS.N | On-record · M.D. | 0.83 | T·179 | 11 Apr · 14:50 |
| EV-04411 | Filing | PARA buyback velocity stepped up 38% post Q3'25; segment capex narrative unchanged. | PARA.O | 10-Q · §6 | 0.86 | T·175 | 03 Apr · 16:38 |
| EV-04410 | Filing | MERA option grant repricing in lieu of disclosed performance trigger — comp committee not unanimous. | MERA.O | DEF 14A | 0.69 | T·177 | 08 Apr · 10:11 |
| EV-04409 | Other | Shipping manifest data, two ports, reconciles to CLST EU segment volume within 4%. | CLST.N | Manifest dataset | 0.74 | T·184 | 05 Mar · 14:22 |
| EV-04408 | Field | CLST Long Beach plant photo log shows specialty silo expansion, two new bays since 2024. | CLST.N | Visit 22·Sep'25 | 0.85 | T·184 | 23 Sep · 18:00 |