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@Hedgewatch1 Avatar @Hedgewatch1 Hedgewatch (Brevarthan Research)

Hedgewatch (Brevarthan Research) posts on X about atl, debt, day of, return on the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXXXX #

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Social category influence finance countries

Social topic influence atl, debt, day of, return on, $125bn, balance sheet, gabon, kenya, marks, over the

Top assets mentioned RH (RH)

Top Social Posts #


Top posts by engagements in the last XX hours

"Last day of Ashtead Technologies #AT.L trading as an AIM stock.so presumably the IHT related selling behind us but still a big declared short position at the regulator. Lets see what happens next week - looked a little squeezy yesterday.(note below)"
X Link @Hedgewatch1 2025-10-03T12:37Z 1083 followers, XXX engagements

"@themagicbakery This augurs terribly for capital allocation and in the long term for economic productivity as capital diverts to bullshit themes and grift rather than projects which generate a return on capital"
X Link @Hedgewatch1 2025-10-14T18:37Z 1083 followers, XX engagements

"Meanwhile despite the fall in net debt to $1.25bn approx post Gabon and Kenya sales there remains a hidden imbalance in the balance sheet - namely the question marks over the other current assets (GNPC IOUs) on the balance sheet which have remained stubbornly high:"
X Link @Hedgewatch1 2025-10-03T11:37Z 1083 followers, XXX engagements

"I was surprised that as high a quality company as Ashtead Technology plc (#AT.L) had the largest declared short interest in the UK. Tax considerations aside and despite weak current fundamentals it is basically a sound high return business"
X Link @Hedgewatch1 2025-09-09T19:46Z 1083 followers, XXX engagements

"@themagicbakery Social media and retail have definitely injected a new level of reflexivity into stocks like these.but I also wonder if a broader theme is at play - declining financial literacy overall in terms of reading and focus both in institutional and retail"
X Link @Hedgewatch1 2025-10-14T18:33Z 1083 followers, XX engagements

"$RH is uniquely screwed in Trump's brave new tariff world.even a lower cost of debt won't save them and even thats not a given if spreads widen"
X Link @Hedgewatch1 2025-10-09T19:30Z 1083 followers, XXX engagements