Sec Form 13D Filing - GATE CITY CAPITAL MANAGEMENT LLC filing for Intrepid Potash Inc. (IPI) - 2024-12-19

Insider filing report for Changes in Beneficial Ownership

  • Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
  • Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
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SCHEDULE 13D 0001705447 XXXXXXXX LIVE Common Stock 12/18/2024 true 0001421461 46121Y201 Intrepid Potash Inc.
707 17TH STREET SUITE 4200 DENVER CO 80202
Michael Melby (312) 825-1228 c/o Gate City Capital Management, LLC 8725 W. Higgins Road, Suite 530 Chicago IL 60631
0001705447 N Gate City Capital Management, LLC WC OO N IL 838921.00 0.00 838921.00 0.00 838921.00 N 6.37 IA Y Michael Melby WC OO N X1 838921.00 0.00 838921.00 0.00 838921.00 N 6.37 IN This Schedule 13D (this Schedule 13D) is being filed on behalf of Gate City Capital Management, LLC, an Illinois limited liability company (the Management Company) and Michael Melby. Mr. Melby serves as the managing member of the Management Company. The Management Company serves as an adviser to certain private investment funds and managed accounts (the Funds). This Schedule 13D relates to Common Shares (the Common Shares) of Intrepid Potash Inc. (the Issuer) held by the Funds. Common Stock Intrepid Potash Inc. 707 17TH STREET SUITE 4200 DENVER CO 80202 The names of the persons jointly filing this statement on Schedule 13D (the "Reporting Persons") are Gate City Capital Management, LLC, an Illinois limited liability company and Michael Melby, Managing Member of Gate City Capital Management, LLC. Mr. Melby is the controlling member of Gate City Capital Management, LLC. The address of each of the Reporting Persons is 8725 W. Higgins Road, Suite 530, Chicago, IL 60631. The principal business of Gate City Capital Management, LLC is to serve as an adviser to certain private investment funds and managed accounts. Mr. Melby's principal occupation is serving as the Portfolio Manager of Gate City Capital Management, LLC. During the last five years, none of the Reporting Persons have been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors). During the last five years, none of the Reporting Persons have been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws. Gate City Capital Management, LLC is an Illinois limited liability company. Mr. Melby is a United States citizen. The source and amount of funds used by the Reporting Persons in making their purchase of the shares of Common Stock owned by each of them in the aggregate was $8,039,170 using the working capital of each of the Funds. The Reporting Person purchased the Common Stock based on the Reporting Person's belief that the Common Stock, when purchased, were undervalued and did not adequately reflect the potential value of the Company's underlying business and assets. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of shares at prices that would make the purchase or sale of Common Stock desirable, the Reporting Person may endeavor to increase or decrease its position in the Issuer through, among other things, the purchase or sale of Common Stock on the open market or in private transactions or otherwise, on such terms and at such times as the Reporting Person may deem advisable. The Reporting Person may engage in short selling or hedging or similar transactions with respect to the Common Stock, on such terms and at such times as the Reporting Person may deem advisable. The Reporting Person may in the future take such actions with respect to its investment in the Issuer as it deems appropriate including, without limitation, continuing to engage in communications with management and the Board of the Issuer, engaging in discussions with shareholders of the Issuer and others about the Issuer and the Reporting Person's investment, making proposals to the Issuer concerning the repurchase of shares from the Issuer's former Chief Executive Officer, making proposals to the Issuer concerning the implementation of best practices related to corporate governance, making proposals to the Issuer concerning the implementation of a formal capital return program including share repurchases and regular, variable, and special dividends, making proposals to the Issuer concerning cost cutting opportunities, making proposals to the Issuer concerning changes to the capitalization, ownership structure, board structure or operations of the Issuer, purchasing additional shares, selling some or all of its shares, or changing its intention with respect to any and all matters referred to in Item 4. The Reporting Person does not have any present plan or proposal which would relate to or result in any of the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D except as set forth herein or such as would occur upon or in connection with completion of, or following, any of the actions discussed herein. The Reporting Person intends to review its investment in the Issuer on a continuing basis. Depending on various factors including, without limitation, the Issuer's financial position and investment strategy, the price levels of the shares, conditions in the securities markets and general economic and industry conditions, the Reporting Person may in the future take such actions with respect to its investment in the Issuer as it deems appropriate. The Reporting Person beneficially owns in the aggregate 838,921 shares of Common Stock, which represents approximately 6.37% of the Company's outstanding shares of Common Stock. The percentage ownership of shares of Common Stock set forth in this Statement is based on 13,163,221 shares of Common Stock issued and outstanding as of October 31, 2024 as reported in the Company's Form 10-Q filed with the SEC on November 5, 2024. The Reporting Person has the sole power to vote or to direct the voting of 838,921 of such shares described in Item 5(a) above. The Reporting Person has the sole power to dispose or direct the disposition of all such shares described in Item 5(a) above. The Reporting Person does not have shared power to vote or to direct the vote of any such shares described in Item 5(a) above, and does not have shared power to dispose or direct the disposition of any such shares described in Item 5(a) above. Schedule A hereto sets forth all transactions in the Common Stock by any Reporting Person during the past sixty days. Except for the transactions set forth on Schedule A, none of the Reporting Persons effected any transaction during the past sixty days. Not applicable. Not applicable. Other than described herein, there are no contracts, arrangements, understandings or relationships among the Reporting Person and any other person with respect to the securities of the Issuer. Gate City Capital Management, LLC /s/ Michael Melby 12/18/2024 Michael Melby /s/ Michael Melby 12/18/2024