FOTIKRR Posted - 2 hours ago

$OZK Scam bank

MomoMojon Posted - 1 day ago

$OZK she's a baby bank.

FOTIKRR Posted - 5 days ago

$OZK Wait- So on the earnings call the CEO said it's great for them at these rates, great for them if rates are cut, amd great for them if higher for longer or even if raises increase? So, does the business has no risk? Sounds totally legit. Lol

Investment_Engineer Posted - 5 days ago

$OZK https://www.foxbusiness.com/economy/commercial-real-estate-foreclosures-jumped-march-trouble-looms

FOTIKRR Posted - 5 days ago

$OZK I am shorting the holy shit out of this garbage can company. Over exposed. Not regulated by the SEC nor the FED. They are massively over capitalized by way of creative accounting. When the market tanks, this company will be single digits.

FOTIKRR Posted - 5 days ago

$OZK this price action is what happens when your exposure far outweighs your profits by way of cleverer accounting. When the market tanks, this thing is toast.

TraceyRyniec Posted - 5 days ago

$OZK The interview with George is over. Basically, they are now the biggest lender of last resort on many projects. They are conservative and have great cash balance. Their deposit franchise is a hidden gem (cash up $2 billion in Q1). They are gaining market share. (I own it)

TraceyRyniec Posted - 5 days ago

$OZK Bank OZK on CNBC: Where are the opportunities? A: NY has long been their largest market. Only this quarter did the metro Miami market supplant it. We have a nationwide business. Deposit franchise is SE- Florida, Georgia, Arkansas and Texas.

TraceyRyniec Posted - 5 days ago

$OZK Bank OZK CEO on CNBC: We always pay attention to cost. Our efficiency rate is under 33%. Just $0.33 of overhead to produce a $1.00 of revenue. The average in banking is somewhere around $0.50. We are more efficient. But it's not about cost control. They added 40+ headcount last quarter. As more banks are cutting back and closing, there's a lot of talent out there in the market. High quality veteran talent.

TraceyRyniec Posted - 5 days ago

$OZK Bank OZK: We are getting a lot more market share in CRE than in the past because the market has shrunk. Other lenders have pulled out. Some banks enter it when it's popular to do, and exit it when its challenging. We're there all the time. In every market in the country. We can stay in it in good times and bad times. Our market share is increasing even though the opportunities out there are getting fewer.

TraceyRyniec Posted - 5 days ago

$OZK Bank OZK on CNBC: Q on commercial real estate. A: We are low leveraged. Our portfolio is holding up well due to low leverage points. As a construction lender, most of our projects are new projects with modern standards. The challenges in CRE are in "older" product where tenants and buyers prefer newer product.

TraceyRyniec Posted - 5 days ago

$OZK CEO on CNBC: We are clearly going to give some ground on margins. Each quarter last year was a record quarter. Our loan book adjusted more quickly than deposit costs. Ultimately, deposit costs would catch up. We expect net interest income to weaken. But still going to go for new records. We expect our full income this year to be better than last year. A record first quarter was a great way to start the year.

TraceyRyniec Posted - 5 days ago

$OZK Q: what are you seeing that other banks aren't? A: we're seeing good loan growth as other banks have pulled back. We have good cash position so we can grow our business.

TraceyRyniec Posted - 5 days ago

$OZK Bank OZK is about to be on CNBC. I'll tweet out anything of interest.

danwithopp Posted - 5 days ago

$OZK If your entire short thesis on OZK is "HiGh CRE eXpOsUrE", allow me to explain for the hundredth time why shorting OZK is a bad idea. OZK is a construction lender. This is a *MAJOR* distinction from other lenders that hold loans long term to collect rent. Once a developer sells a property to the long term owner, OZK's loan gets paid back. OZK has basically zero loans outstanding over 5 years old. Shorter duration = Lower risk.

RabbitM Posted - 5 days ago

$OZK up 3%?? Seems like a great short

OpenOutcrier Posted - 5 days ago

$OZK (+2.3% pre) Bank OZK stock gains after net interest income buoys Q1 earnings - SA https://ooc.bz/l/30751

Investment_Engineer Posted - 5 days ago

$OZK This is why this bank is doomed, and this is just the start

tradingtwenty Posted - 5 days ago

$OZK has trended 54 times in the past 24 hours (based on 5 minute intervals). Latest press release on Apr 17, 2024 04:01 PM: Bank OZK Announces Record First Quarter 2024 Earnings Link: https://tradingtwenty.com/news/432653/bank-ozk-announces-record-first-quarter-2024-earnings

danwithopp Posted - 5 days ago

$OZK A fool and his money are soon parted.

theflynews Posted - 5 days ago

Fly Intel: After-Hours Movers - $OZK - https://thefly.com/permalinks/entry.php/OZKid3898775

Investment_Engineer Posted - 6 days ago

$OZK I nabbed this from another user but I will leave this here... says it all really 🤐

Investment_Engineer Posted - 6 days ago

$OZK I have been short NYCB for some time now and have been reading into CRE for quite a few months. OZK I believe is one of the few banks with huge exposure to CRE. The landscape has significantly deteriorated recently as inflation is stubborn and we are like to see elevated rates for quite some time. Hence earnings won't reflect the current environment and loans will soon come due. Just my opinion ofc.

Fibonacci5 Posted - 6 days ago

$OZK their loan book flooded w commercial RE loans. Oh man.

Fibonacci5 Posted - 6 days ago

$OZK gap at $37 👀

FOTIKRR Posted - 6 days ago

$OZK News release and np filing yet? We know why.

Fibonacci5 Posted - 6 days ago

$OZK when is CC?

FOTIKRR Posted - 6 days ago

$OZK Now people are reading the actual words instead of looking at the cooked beat. That was short lived. How on to the sells off

FOTIKRR Posted - 6 days ago

$OZK OH lookn another record quarter. No chance this isn't cooked up. I'll add to my puts

DonCorleone77 Posted - 6 days ago

$OZK Bank OZK reports Q1 EPS $1.51, consensus $1.46 Reports Q1 book value per common share was $43.44 at March 31, a 13.0% increase from $38.43 at March 31, 2023. Tangible book value per common share was $37.62 at March 31, , a 15.1% increase from $32.68 at March 31, 2023..George Gleason, Chairman and Chief Executive Officer, stated, "Our record net income and record diluted earnings per share in the quarter just ended are an excellent start to 2024. We feel that we are well positioned for the year, and we look forward to capitalizing on new opportunities.