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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.
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 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