consumer-cyclical-rotation theme · 2 dossiers

Dormant legacy shell with two live binaries: ~$530M KRIP pension reversion (H1 2026) and Rochester REE/pharma pivot. Q1 2026 print ~2026-05-08 is the window — blackout kicks in ~2026-05-05. Narrative is NOT accelerating on KODK…

Small-cap workforce-housing re-rate setup: two Street PT hikes in 72h (Stifel $15 2026-04-06, Oppenheimer $18 2026-04-09) front-running a contract-award or Q1 beat. Binary catalyst — ~2026-05-07 Q1 print + any 8-K contract headline is the…