@Investiri Investire

Investire posts on X about $chemm, $pme, strong, growth the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 30.17% stocks 18.97% currencies 8.62% technology brands 5.17% countries 4.31% social networks 0.86% products 0.86% financial services 0.86% exchanges 0.86% travel destinations 0.86%

Social topic influence $chemm #1, $pme #3, strong 19.83%, growth 16.38%, business 9.48%, company 9.48%, $kspi 8.62%, cash flow #294, flow 6.9%, execution 6.03%

Top accounts mentioned or mentioned by @kaspikz @returnoncap @fiscalai @longequity @grok @jrogrow @drewcohenmoney @dimitrynakhla @theastanatimes @qualityequities @themotleyfool @investinassets @investingvisual @fluentinquality

Top assets mentioned Kaspi.kz Joint Stock Company (KSPI) Alphabet Inc Class A (GOOGL) United Therapeutics, Corp. (UTHR) Fair Isaac, Corp. (FICO) Factset Research Systems, Inc. (FDS) D-MARKET Electronic Services & Trading (HEPS)

Top Social Posts

Top posts by engagements in the last [--] hours

"$CHEMM revenue break down $CHEMM 2023/24 DKK 407.4M N America (US & Can): 239.4M Europe: 131M RoW: 37M -- Instruments: 117M Consumables: 192.4M Servs: 94M Other: 4M -- LCB Mkt: 371M Prod & Qlty Ctrl Animal Semen: 31.4M Prod Ctrl Beer Qlty Ctrl Milk: 5M -- Recurring: 285.9M (est.) Non-recurring: 121.5M https://t.co/S63aiY1Lpi $CHEMM 2023/24 DKK 407.4M N America (US & Can): 239.4M Europe: 131M RoW: 37M -- Instruments: 117M Consumables: 192.4M Servs: 94M Other: 4M -- LCB Mkt: 371M Prod & Qlty Ctrl Animal Semen: 31.4M Prod Ctrl Beer Qlty Ctrl Milk: 5M -- Recurring: 285.9M (est.) Non-recurring:"
X Link 2025-08-13T15:22Z [---] followers, [---] engagements

"$CHEMM - Technology that counts ChemoMetec A/S is a company that makes special equipment that counts and analyzes cells and a wide range of other measurements 10Yr CAGR -Revenue 24.6% -FCF 37.4% 10Yr Median Returns - ROIC 27.0% 10Yr Median Margins - GP 89.9% - FCF 25.6% $CHEMM revenue break down https://t.co/hwuip8DGLf $CHEMM revenue break down https://t.co/hwuip8DGLf"
X Link 2025-08-16T05:20Z [---] followers, [---] engagements

"$CHEMM ChemoMetec's gross margins remain above 90% but operating and free cash flow margins tell the real story. Since peaking in [----] & [----] respectively; both have slipped though they have rebounded recently. Margin trends matter. $CHEMM - Technology that counts ChemoMetec A/S is a company that makes special equipment that counts and analyzes cells and a wide range of other measurements 10Yr CAGR -Revenue 24.6% -FCF 37.4% 10Yr Median Returns - ROIC 27.0% 10Yr Median Margins - GP 89.9% - FCF 25.6% https://t.co/a8kTN0FHae $CHEMM - Technology that counts ChemoMetec A/S is a company that makes"
X Link 2025-08-16T06:15Z [---] followers, [---] engagements

"$CHEMM ChemoMetec shows strong capital efficiency over the past [--] years. ROIC and ROCE peaked in [----] but declined thereafter. Recent signs suggest stabilization but future value depends on smart growth margin recovery & smart capital allocation. Watching for sustained upturn. $CHEMM is up 2779% all time & 30% in [--] years but has not been smooth. Since its Sep [----] peak the stock endured a -76% drop (Sep '21Oct '23: DKK [----] 262.40) and 91% gain (Oct '23Aug [--] '23: DKK [-----] to 501.00). Sentiments cycles can be brutal.& lucrative. https://t.co/Rn7VruZEpi $CHEMM is up 2779% all time & 30% in 5"
X Link 2025-08-17T14:27Z [---] followers, [---] engagements

"$CHEMM ChemoMetec A/S thesis in one chart: [--]. Growth: Rev +115% (CAGR: 18.5%) [--]. Profitability fortress: FCF margin 23% (CAGR: 5%) [--]. Financial resilience: FCF/share +156% (CAGR: 23.1%) [--]. Efficiency: but ROIC slipped from a high 78% to 41% efficiency is moderating #MedTech $CHEMM Over the past decade $CHEMM has compounded revenue at 24% net income at 37% and FCF/share at 46%. Strong profitablity & cash flow outpacing topline growth shows operational efficiency + scalability. #pricingpower #cashflowgeneration https://t.co/X6cu2gdo2u $CHEMM Over the past decade $CHEMM has compounded revenue at"
X Link 2025-08-24T12:37Z [---] followers, [---] engagements

"$CHEMM FCF up 164% since [----] (CAGR 24%) despite margin volatility (27-34%). FCF/share +155% (CAGR 23%) underscoring strong cash generation per share #cellcounting #lifesciences #biotech $CHEMM ChemoMetec A/S thesis in one chart: [--]. Growth: Rev +115% (CAGR: 18.5%) [--]. Profitability fortress: FCF margin 23% (CAGR: 5%) [--]. Financial resilience: FCF/share +156% (CAGR: 23.1%) [--]. Efficiency: but ROIC slipped from a high 78% to 41% efficiency is moderating #MedTech https://t.co/5vjNiF5JRz $CHEMM ChemoMetec A/S thesis in one chart: [--]. Growth: Rev +115% (CAGR: 18.5%) [--]. Profitability fortress: FCF"
X Link 2025-08-24T12:56Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM FCF/share up 23% CAGR since [----] with yield to 1.7%. Market is pricing in sustained high growth. If management delivers on innovation and scalability the premium may be justified but execution is key. #cellcounting #lifesciences #biotech $CHEMM FCF up 164% since [----] (CAGR 24%) despite margin volatility (27-34%). FCF/share +155% (CAGR 23%) underscoring strong cash generation per share #cellcounting #lifesciences #biotech https://t.co/W1rTDv2Blp $CHEMM FCF up 164% since [----] (CAGR 24%) despite margin volatility (27-34%). FCF/share +155% (CAGR 23%) underscoring strong cash"
X Link 2025-08-28T19:52Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM has compounded FCF at 24% & FCF/share at 23% since [----]. Despite short-term swings the long-term trend appears intact strong cash generation per share continues to scale with the business underscoring durable fundamentals & shareholder value creation ChemoMetec A/S $CHEMM FCF/share up 23% CAGR since [----] with yield to 1.7%. Market is pricing in sustained high growth. If management delivers on innovation and scalability the premium may be justified but execution is key. #cellcounting #lifesciences #biotech https://t.co/9l3MWUohdv ChemoMetec A/S $CHEMM FCF/share up 23%"
X Link 2025-08-30T13:36Z [---] followers, [---] engagements

"$CHEMM has grown FCF/share 155% since [----] (23% CAGR) while diluted shares rose just 3%. With minimal dilution nearly all growth accrues to shareholders. A classic case of disciplined capital structure enhancing per-share value creation. #lifesciences #cellcounting #biotech ChemoMetec A/S $CHEMM has compounded FCF at 24% & FCF/share at 23% since [----]. Despite short-term swings the long-term trend appears intact strong cash generation per share continues to scale with the business underscoring durable fundamentals & shareholder value creation https://t.co/WQI746cB7Q ChemoMetec A/S $CHEMM has"
X Link 2025-08-31T13:14Z [---] followers, [---] engagements

"$CHEMM has grown its EPS at a 25% CAGR since [----] nearly tripling in [--] years & currently trades at 44x EV/EBIT near its cheapest range in years (35-45x). A reminder that even great businesses must balance compounding power with valuation discipline. An opportunity or warning ChemoMetec AS $CHEMM at a glance: 10-yr revenue CAGR 25% FCF CAGR 37% Gross Margins at 90% ROIC consistently above 20% since [----] With high ROC & disciplined growth this is the profile of a business built for compounding if execution stays intact Source: https://t.co/TeSSGYr4CA https://t.co/RxCbcjN116 ChemoMetec AS $CHEMM"
X Link 2025-09-07T11:16Z [---] followers, [---] engagements

"$CHEMM thesis in a nutshell: [--] charts ChemoMetec A/S is a Danish #lifesciences medical device company specializing in the development manufacture and sale of automated cell counters and analysis equipment. #cellcounting #healthcare #biotech $CHEMM has grown its EPS at a 25% CAGR since [----] nearly tripling in [--] years & currently trades at 44x EV/EBIT near its cheapest range in years (35-45x). A reminder that even great businesses must balance compounding power with valuation discipline. An opportunity or warning https://t.co/JwwFgsntAu $CHEMM has grown its EPS at a 25% CAGR since [----] nearly"
X Link 2025-09-08T14:26Z [---] followers, [---] engagements

"2 interesting tidbits while researching $CHEMM - the name ChemoMetec is derived from "chemical measurement technology" - $CHEMM's first-ever commercial product in the late 1990s was a milk cell counter launched through an est. relationship w/Tetra Laval (thru its sub DeLaval) $CHEMM thesis in a nutshell: [--] charts ChemoMetec A/S is a Danish #lifesciences medical device company specializing in the development manufacture and sale of automated cell counters and analysis equipment. #cellcounting #healthcare #biotech https://t.co/KwLWe4SaKO $CHEMM thesis in a nutshell: [--] charts ChemoMetec A/S is a"
X Link 2025-09-09T13:01Z [---] followers, [---] engagements

"ChemoMetec A/S - From milk cell counting to life science applications $CHEMM 2024/25 Earnings Report 📆 REV: $495.57M (+21.7% YoY) FCF: $177.58M (+64% YoY) FCFps: $10.21(+65% YoY) EPS: $10.71(+37% YoY) Full Year [----] Guidance 👇🏽 #lifesciences #cellcounting #biotech #healthcare T-minus 1: #cellcounting countdown to $CHEMM earnings report Thursday 9/11 and Conference call on Friday 9/12. ChemoMetec A/S is a Danish #lifescience company that develops manufactures and sells equipment for cell counting and analysis. #biotech #healthcare #medtech T-minus 1: #cellcounting countdown to $CHEMM"
X Link 2025-09-11T18:58Z [---] followers, [---] engagements

"ChemoMetec delivered a robust bounce-back in both top & bottom line performance for fiscal [----] with healthy double-digit revenue EBITDA & net income growth. $CHEMM stock up today 12.5% following its results released yesterday 9/11 ChemoMetec A/S - From milk cell counting to life science applications $CHEMM 2024/25 Earnings Report 📆 REV: $495.57M (+21.7% YoY) FCF: $177.58M (+64% YoY) FCFps: $10.21(+65% YoY) EPS: $10.71(+37% YoY) Full Year [----] Guidance 👇🏽 #lifesciences #cellcounting #biotech #healthcare https://t.co/BXhOlzGh6t ChemoMetec A/S - From milk cell counting to life science"
X Link 2025-09-12T16:24Z [---] followers, [---] engagements

"$CHEMM long thesis From milk #cellcounting to advanced cell analysis ChemoMetec A/S is a #lifescience tools company which makes cell counters and analysis equipment for pharma #biotech academic & research institutions and the food/agricultural sector🔬 #healthcare 1/3"
X Link 2025-09-13T15:25Z [---] followers, [---] engagements

"ChemoMetec has long integrated software with its instruments but is now pivoting toward software + automation that could mark an inflection point for $CHEMM This shift moves it beyond its traditional "razor-and-blade" model toward a more holistic software-driven ecosystem. 👇 ChemoMetec A/S $CHEMM🔬 Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotech🔬🧪👩🔬🧬 https://t.co/KX9k3FWSTx ChemoMetec A/S $CHEMM🔬 Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotech🔬🧪👩🔬🧬 https://t.co/KX9k3FWSTx"
X Link 2025-09-28T09:38Z [---] followers, [---] engagements

"$KSPI .@Kaspi_kz the gold standard of convenience and innovation in Kazakhstan Trkiye and Central Asia Kaspi Alaqan is an innovative payment service developed by https://t.co/EphTZxj4tw team in Kazakhstan. All you need to pay for a purchase is to show your palm to the terminal. First Kaspi Alaqan terminals will be deployed in Almaty this year and [----] will see them all across https://t.co/PRxv8j4KWX Kaspi Alaqan is an innovative payment service developed by https://t.co/EphTZxj4tw team in Kazakhstan. All you need to pay for a purchase is to show your palm to the terminal. First Kaspi Alaqan"
X Link 2025-12-10T05:32Z [---] followers, [---] engagements

"$KSPI 🛍💳📲 .@Kaspi_kz executing on its network effect Based in Kazakhstan is a digital leader transforming the way people live their lives with innovative world-class mobile products and services. $KSPI http://Kaspi.kz With Third-Party Ads merchants on Kaspi Market can promote their goods online and boost sales. Millions of prospects across Kazakhstan will see these ads on such popular platforms as Instagram Facebook Google and TikTok. When a customer clicks on your ad the product card https://t.co/vIYsFPaLBU http://Kaspi.kz With Third-Party Ads merchants on Kaspi Market can promote their"
X Link 2025-12-10T05:47Z [---] followers, [---] engagements

"$KSPI digital leader with innovative world-class solutions $KSPI http://Kaspi.kz https://t.co/EphTZxiwDY has launched a new convenient service Kaspi Restaurants. Now you dont need to wait for a payment terminal to settle your bill. Simply open the https://t.co/EphTZxiwDY super app scan the QR code on your table pay for your order and if you wish https://t.co/DMwHiikQgz http://Kaspi.kz https://t.co/EphTZxiwDY has launched a new convenient service Kaspi Restaurants. Now you dont need to wait for a payment terminal to settle your bill. Simply open the https://t.co/EphTZxiwDY super app scan the"
X Link 2025-12-10T19:59Z [---] followers, [---] engagements

"For what it is worth and just for the fun of it. Hey .@grok generate my X wrapped for 2025"
X Link 2026-01-01T16:56Z [---] followers, [---] engagements

"A positive catalyst for $KSPI .@Kaspi_kz 🤔 $KSPI AO JSC 🛍💳📲 $KSPI http://Kaspi.kz Fitch Ratings upgrades Turkeys rating outlook to positive citing lower inflation and strong foreign-currency reserves https://t.co/qUFMPG0aJA http://Kaspi.kz Fitch Ratings upgrades Turkeys rating outlook to positive citing lower inflation and strong foreign-currency reserves https://t.co/qUFMPG0aJA"
X Link 2026-01-24T21:05Z [---] followers, [---] engagements

"Extracts: Q4 [----] Investor Commentaries $FICO $FDS $UTHR"
X Link 2026-02-01T01:53Z [---] followers, [----] engagements

"I first read this masterclass on ROIC by .@JRogrow in [----]. I still return to it today. If you value business quality and capital efficiency this is essential reading. Source: The Motley Fool https://share.google/w0hgKl1yJM99ImFg6 https://share.google/w0hgKl1yJM99ImFg6"
X Link 2026-02-02T18:32Z [---] followers, [---] engagements

"@DrewCohenMoney Pro Medicus Limited ASX: PME OTCMKTS: PMCUF"
X Link 2026-02-05T21:09Z [---] followers, [---] engagements

"@returnoncap "Lemmings sell while smart money holds"
X Link 2026-02-10T20:34Z [---] followers, [---] engagements

"@DimitryNakhla @returnoncap Lemmings sell while smart money holds"
X Link 2026-02-10T20:35Z [---] followers, [--] engagements

"Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans and ultrasounds $PME"
X Link 2026-02-11T19:27Z [---] followers, [--] engagements

"Pro Medicus Limited Interim Results $PME Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans MRIs and ultrasounds $PME 🩻🧑⚕ https://t.co/o53ijwr1Uy Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans MRIs and ultrasounds $PME 🩻🧑⚕ https://t.co/o53ijwr1Uy"
X Link 2026-02-12T00:31Z [---] followers, [---] engagements

"Pro Medicus Limited Interim Results Revenue $124.8m up 28.4% PBT $90.7m up 29.7% NPAT $171.2m up 230.9% EBIT margins increase to 73% (HY25: 72%) Cash and other financial assets $221.8m up 5.3% Company remains debt-free Fully franked interim dividend 32c per share $PME Pro Medicus Limited Interim Results $PME https://t.co/BuK4Tim8qH Pro Medicus Limited Interim Results $PME https://t.co/BuK4Tim8qH"
X Link 2026-02-12T00:38Z [---] followers, [---] engagements

"Pro Medicus Limited FY26 Half Year results $PME Pro Medicus Limited Interim Results Revenue $124.8m up 28.4% PBT $90.7m up 29.7% NPAT $171.2m up 230.9% EBIT margins increase to 73% (HY25: 72%) Cash and other financial assets $221.8m up 5.3% Company remains debt-free Fully franked interim dividend 32c per share $PME Pro Medicus Limited Interim Results Revenue $124.8m up 28.4% PBT $90.7m up 29.7% NPAT $171.2m up 230.9% EBIT margins increase to 73% (HY25: 72%) Cash and other financial assets $221.8m up 5.3% Company remains debt-free Fully franked interim dividend 32c per share $PME"
X Link 2026-02-12T01:03Z [---] followers, [---] engagements

"Pro Medicus Limited What about the AI threat $PME Pro Medicus Limited FY26 Half Year results $PME https://t.co/Hp4TTgU5uM Pro Medicus Limited FY26 Half Year results $PME https://t.co/Hp4TTgU5uM"
X Link 2026-02-12T02:29Z [---] followers, [---] engagements

"Pro Medicus Limited Fears AI will take over.Dr Sam Hupert in a recent interview spoke about the threat of AI on the company's business $PME Pro Medicus Limited What about the AI threat $PME https://t.co/TtCPWbFBq7 Pro Medicus Limited What about the AI threat $PME https://t.co/TtCPWbFBq7"
X Link 2026-02-12T02:50Z [---] followers, [---] engagements

"Pro Medicus Limited 🩻 Business Performance Analysis H1 [----] $PME Source: @fiscal_ai Pro Medicus Limited Fears AI will take over.Dr Sam Hupert in a recent interview spoke about the threat of AI on the company's business $PME https://t.co/UOE9D290qM Pro Medicus Limited Fears AI will take over.Dr Sam Hupert in a recent interview spoke about the threat of AI on the company's business $PME https://t.co/UOE9D290qM"
X Link 2026-02-12T04:45Z [---] followers, [---] engagements

"Pro Medicus Limited 🩻 H1 [----] Earnings Transcript Overview $PME 🩻 Pro Medicus Limited 🩻 Business Performance Analysis H1 [----] $PME Source: @fiscal_ai https://t.co/UiVaezRIIc Pro Medicus Limited 🩻 Business Performance Analysis H1 [----] $PME Source: @fiscal_ai https://t.co/UiVaezRIIc"
X Link 2026-02-14T04:48Z [---] followers, [---] engagements

"2/ Financial Highlights H1 [----] saw revenue up 28.4% to $124.8M and margins reaching 72.6%. This indicates the scalability of PMEs debt-free balance sheet software-only model and its ability to convert top-line growth into FCF returns $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"7/ Growth Strategy Growth is fueled by upselling existing clients and entering new geographies. By leveraging R&D to launch modules in cardiology pathology and other "ologies" PME is effectively doubling its total addressable market and increasing revenue per scan $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"8/ Platform Architecture The Visage [--] Streaming Platform remains the key solution. It allows instant viewing of massive datasets a technical lead that legacy incumbents have struggled to replicate for over a decade $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"Free Cash Flow drives shareholder value. Key metrics to watch: [--]. FCF Margin 25% [--]. FCF ROC 20% [--]. FCF/share growth 15% [--]. FCF Conversion 85% 100%+ ideal [--]. FCF Yield 10-year Treasury Yield 3.5%+ ideal #FCF #QGARP"
X Link 2025-09-14T01:15Z [---] followers, [----] engagements

"$KSPI AO JSC 🛍💳📲 @Kaspi_kz has completed a capital increase TRY 4.17B ($100M USD) into $HEPS to actively scale the business. This capital supports $HEPS growth enhance digital services and empower Turkish SMEs https://www.hurriyetdailynews.com/kaspi-completes-capital-increase-at-hepsiburada-216870 http://Kaspi.kz https://www.hurriyetdailynews.com/kaspi-completes-capital-increase-at-hepsiburada-216870 http://Kaspi.kz"
X Link 2025-12-20T01:11Z [---] followers, [----] engagements

"ChemoMetec A/S 🔬🧪👩🔬🧬 ChemoMetec's earnings are driven by a cycle of instrument placement & recurring consumption (razor-and-blade). As of late [----] the co. maintains a 93.9% GPM & 55% EBITDA margin illustrating extraordinary pricing power & operational efficiency $CHEMM ChemoMetec A/S 🔬🧪👩🔬🧬 ChemoMetec's ecosystem ensures a predictable stream of high-margin consumable sales that can last for decades. More than 70% of revenue generated from sales of consumables and services in 2024/25. #lifescience #cellcounting $CHEMM https://t.co/IJz5X9KUy4 ChemoMetec A/S 🔬🧪👩🔬🧬 ChemoMetec's"
X Link 2025-12-31T05:07Z [---] followers, [----] engagements

"United Therapeutics Corporation: At A Glance Primer: United Therapeutics Corporation is a U. S. based biotechnology company that makes life saving medicines for rare diseases $UTHR - U(nder) TH(e) R(adar) - doing "great work saving lives" $UTHR"
X Link 2026-01-31T22:11Z [---] followers, [---] engagements

"United Therapeutics Corporation🔬🧪👩🔬🧬 Primer: United Therapeutics Corporation is a biotechnology company focused on the development and commercialization of innovative products to address the unmet needs of patients with chronic and life-threatening conditions $UTHR United Therapeutics Corporation: At A Glance Primer: United Therapeutics Corporation is a U. S. based biotechnology company that makes life saving medicines for rare diseases $UTHR - U(nder) TH(e) R(adar) - doing "great work saving lives" $UTHR https://t.co/mcLHozFmzq United Therapeutics Corporation: At A Glance Primer: United"
X Link 2026-02-01T05:11Z [---] followers, [---] engagements

"United Therapeutics Corporation Tearsheet Market Cap: $20.2B 10Yr CAGR Revenue 8%+ FCF 13% 10Yr Median Returns ROIC 27% ROCE 21% Up 7500%+ since its IPO in [----] (CAGR: 18%) Low leverage High margins FCF Yield 5% $UTHR United Therapeutics Corporation🔬🧪👩🔬🧬 Primer: United Therapeutics Corporation is a biotechnology company focused on the development and commercialization of innovative products to address the unmet needs of patients with chronic and life-threatening conditions $UTHR https://t.co/taU4PBtgaM United Therapeutics Corporation🔬🧪👩🔬🧬 Primer: United Therapeutics Corporation is a"
X Link 2026-02-01T23:18Z [---] followers, [---] engagements

"United Therapeutics Corporation A $10000 investment in $UTHR If you had invested $10000 into $UTHR over the past 5Y 10Y or 24Y and held up to today you would currently have $28K $38K or $741K+ respectively $UTHR 🔬🧪👩🔬🧬 United Therapeutics Corporation Tearsheet Market Cap: $20.2B 10Yr CAGR Revenue 8%+ FCF 13% 10Yr Median Returns ROIC 27% ROCE 21% Up 7500%+ since its IPO in [----] (CAGR: 18%) Low leverage High margins FCF Yield 5% $UTHR https://t.co/O8UF1BA4UX United Therapeutics Corporation Tearsheet Market Cap: $20.2B 10Yr CAGR Revenue 8%+ FCF 13% 10Yr Median Returns ROIC 27% ROCE 21% Up"
X Link 2026-02-02T01:53Z [---] followers, [---] engagements

"ChemoMetec A/S 🔬🧪👩🔬🧬 Interim Report 2025/26 Q2 H1 $CHEMM ChemoMetec A/S 🔬🧪👩🔬🧬 ChemoMetec's earnings are driven by a cycle of instrument placement & recurring consumption (razor-and-blade). As of late [----] the co. maintains a 93.9% GPM & 55% EBITDA margin illustrating extraordinary pricing power & operational efficiency $CHEMM https://t.co/hOULj06MIE ChemoMetec A/S 🔬🧪👩🔬🧬 ChemoMetec's earnings are driven by a cycle of instrument placement & recurring consumption (razor-and-blade). As of late [----] the co. maintains a 93.9% GPM & 55% EBITDA margin illustrating extraordinary pricing"
X Link 2026-02-05T18:30Z [---] followers, [---] engagements

"Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans MRIs and ultrasounds $PME 🩻🧑⚕"
X Link 2026-02-11T18:27Z [---] followers, [----] engagements

""Quality investing is comparative." FinX-ers if you're not paying attention to these quality investing ideas from @long_equity you're doing it wrong 😉 Attaching a snippet that is similar from a previous post on his "In Search of" series for finding the best companies Analysing a companys annual report doesnt tell you whether its a quality company. Analysing a companys annual reports and then comparing it to all the alternatives does. Thats why I built Long Equity. Analysing a companys annual report doesnt tell you whether its a quality company. Analysing a companys annual reports and then"
X Link 2026-02-12T12:40Z [---] followers, [----] engagements

"Free Cash Flow drives shareholder value Pro Medicus Limited $PME 🩻 FCF Margin: 52.1% FCF ROC: 35% FCFps 10Y CAGR: 39% FCF Conversion: 127% (median) FCF 10Y CAGR: 40% FCF Yield: 1.2% NTM $PME 🩻 Pro Medicus Limited 🩻 H1 [----] Earnings Transcript Overview $PME 🩻 https://t.co/SaFiSHHktG Pro Medicus Limited 🩻 H1 [----] Earnings Transcript Overview $PME 🩻 https://t.co/SaFiSHHktG"
X Link 2026-02-14T05:12Z [---] followers, [---] engagements

"Pro Medicus Limited $PME 🩻 Watchlisted Any interest Any allocators here $PME is a quality business that is still priced for flawless execution $PME 🩻 Free Cash Flow drives shareholder value Pro Medicus Limited $PME 🩻 FCF Margin: 52.1% FCF ROC: 35% FCFps 10Y CAGR: 39% FCF Conversion: 127% (median) FCF 10Y CAGR: 40% FCF Yield: 1.2% NTM $PME 🩻 https://t.co/mQARljXJnr Free Cash Flow drives shareholder value Pro Medicus Limited $PME 🩻 FCF Margin: 52.1% FCF ROC: 35% FCFps 10Y CAGR: 39% FCF Conversion: 127% (median) FCF 10Y CAGR: 40% FCF Yield: 1.2% NTM $PME 🩻 https://t.co/mQARljXJnr"
X Link 2026-02-14T13:01Z [---] followers, [---] engagements

"Pro Medicus Limited $PME 🩻 🧵 1/ Company Overview $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"3/ Pipeline & Contract Momentum The period was defined by a $170M deal with UCHealth and over $280M in total new contract value. These "full-stack" wins demonstrate PMEs ability in securing large-scale long-term enterprise institutional commitments. $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"4/ Revenue Breakdown Recurring Revenue Model Revenue is driven by a recurring model (90%+). Management expects a stronger second half as contracts like Trinity Health and UCHealth transition from implementation to full billing run-rates $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"5/ Strategic Investment: 4DMedical A $10M investment in 4DMedical has yielded an unrealized gain of $150M. This provides optionality and a potential pathway to integrate lung imaging breakthroughs into the core Visage ecosystem $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"6/ Market Dominance in the AMCs Visage [--] is the PACS standard for [--] of the top [--] U.S. hospitals. These elite reference sites including Mayo Clinic and NYU create a formidable advantage and act as powerful sales catalysts for the broader market $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"9/ AI Commercialization PME seeks to be the "ecosystem" charging per-click or per-study fees for both proprietary and third-party algorithms. This turns AI from a threat into a high-margin transaction-based recurring revenue stream $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"10/ Innovation: Spatial Computing Visage Ease VP for Apple Vision Pro showcases R&D leadership. Pioneering spatial computing in radiology redefines the physician workspace and reinforces PME's brand as the most advanced provider in health tech $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"11/11 Key Takeaways PME enters H2 [----] with an unparalleled pipeline and a 100% renewal rate. The focus remains on rapid implementation and cloud superiority to maintain its position as the margin leader in health informatics $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"Pro Medicus Limited $PME 🩻 Here's a brief overview of $PME Pro Medicus Limited $PME 🩻 Watchlisted Any interest Any allocators here $PME is a quality business that is still priced for flawless execution $PME 🩻 https://t.co/8VlaT4G87U Pro Medicus Limited $PME 🩻 Watchlisted Any interest Any allocators here $PME is a quality business that is still priced for flawless execution $PME 🩻 https://t.co/8VlaT4G87U"
X Link 2026-02-15T18:51Z [---] followers, [---] engagements

"Pro Medicus Limited $PME 🩻 Here's a one-pager on Pro Medicus Limited $PME 🩻 Pro Medicus Limited $PME 🩻 Here's a brief overview of $PME https://t.co/HaARC134mk Pro Medicus Limited $PME 🩻 Here's a brief overview of $PME https://t.co/HaARC134mk"
X Link 2026-02-16T01:50Z [---] followers, [--] engagements

"Pro Medicus $PME is trading below normal multiples but above historical lows Forward P/FCF: 78.1x Median: 101.4x Forward P/OCF: 74.9x Median: 83.3x Forward EV/FCF: 76.7x Median: 100x Forward EV/OCF: 73.7x Median:82.3x Any interest or patience & discipline required $PME 🩻 Pro Medicus Limited $PME 🩻 Here's a one-pager on Pro Medicus Limited $PME 🩻 https://t.co/WHKb2rhF4e Pro Medicus Limited $PME 🩻 Here's a one-pager on Pro Medicus Limited $PME 🩻 https://t.co/WHKb2rhF4e"
X Link 2026-02-16T03:31Z [---] followers, [--] engagements

"In life the little things matter. In investing small caps can too. A small-cap with big numbers. ChemoMetec A/S $CHEMM (DKK 10.95B US$ 1.72B Mkt Cap) 🔬🧪👩🔬🧬 FY25 EBITDA Margin = 52.1% FY25 EBITDA Growth = 39% FY25 EV/EBITDA = 40x #cellcounting #lifescience ChemoMetec A/S $CHEMM🔬 Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotech🔬🧪👩🔬🧬 https://t.co/KX9k3FWSTx ChemoMetec A/S $CHEMM🔬 Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotech🔬🧪👩🔬🧬 https://t.co/KX9k3FWSTx"
X Link 2025-10-01T12:21Z [---] followers, [---] engagements

"$CHEMM 🔬🧪👩🔬🧬 From specialized hardware to a solutions provider ChemoMetec is strategically evolving its high-margin "razor-and-blade" model to higher-margin software & automation solutions to capture new recurring revenue streams with its XcytoMatic platform #cellcounting"
X Link 2025-10-05T10:22Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick summary notes #lifescience #cellcounting #healthcare #biotech $CHEMM 🔬🧪👩🔬🧬 From specialized hardware to a solutions provider ChemoMetec is strategically evolving its high-margin "razor-and-blade" model to higher-margin software & automation solutions to capture new recurring revenue streams with its XcytoMatic platform #cellcounting https://t.co/8qzWSykblV $CHEMM 🔬🧪👩🔬🧬 From specialized hardware to a solutions provider ChemoMetec is strategically evolving its high-margin "razor-and-blade" model to higher-margin software & automation solutions to"
X Link 2025-10-08T05:02Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick summary notes #lifescience #cellcounting #healthcare #biotech"
X Link 2025-10-08T05:03Z [---] followers, [---] engagements

"Market Update - share buyback ChemoMetec A/S $CHEMM ChemoMetec A/S announces a share repurchase program approved by shareholders in the Annual General Meeting held today - October [--] [----]. Per the approval the company is authorized to repurchase up to 10% of its own shares. ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick summary notes #lifescience #cellcounting #healthcare #biotech https://t.co/Ju4sN6CmwK ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick summary notes #lifescience #cellcounting #healthcare #biotech https://t.co/Ju4sN6CmwK"
X Link 2025-10-09T20:42Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM combines consumables recurring revenue sticky workflows and emerging software optionality. If management executes the model can evolve into a platform with expanding margins strong cash flow & long-term defensibility #cellcounting Market Update - share buyback ChemoMetec A/S $CHEMM ChemoMetec A/S announces a share repurchase program approved by shareholders in the Annual General Meeting held today - October [--] [----]. Per the approval the company is authorized to repurchase up to 10% of its own shares. Market Update - share buyback ChemoMetec A/S $CHEMM"
X Link 2025-10-12T13:58Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM quietly compounds. A decade of expanding margins strong cash conversion & disciplined execution has turned niche cell counting into a durable cash busns. W/software + automation ChemoMetec may be building medtech's next quiet powerhouse ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM combines consumables recurring revenue sticky workflows and emerging software optionality. If management executes the model can evolve into a platform with expanding margins strong cash flow & long-term defensibility #cellcounting https://t.co/L30jAAzxZQ ChemoMetec A/S $CHEMM"
X Link 2025-10-15T11:23Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 On October [--] [----] UCL ACBE UK announced that it had expanded its analytical capabilities with the installation of the ChemoMetec XM40 an automated cell density and viability analyzer. #cellcounting #lifescience #healthcare #biotech ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM quietly compounds. A decade of expanding margins strong cash conversion & disciplined execution has turned niche cell counting into a durable cash busns. W/software + automation ChemoMetec may be building medtech's next quiet powerhouse https://t.co/lCt4TIHLjd ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬"
X Link 2025-10-16T02:01Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 The top [--] strategic priorities that may represent an inflection point for the co. are centered on evolving from a cell counter supplier to a comprehensive solutions provider in high-growth CGT & bioprocessing markets #cellcounting #lifescience ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 On October [--] [----] UCL ACBE UK announced that it had expanded its analytical capabilities with the installation of the ChemoMetec XM40 an automated cell density and viability analyzer. #cellcounting #lifescience #healthcare #biotech https://t.co/JuPmBB8sCn ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬"
X Link 2025-10-22T13:23Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 #cellcounting #lifescience"
X Link 2025-10-28T13:47Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 By carefully considering these potential blind spots investors can better assess the full range of risks and opportunities associated with ChemoMetec's ambitious growth strategy #cellcounting #lifescience ChemoMetec A/S has updated its earnings guidance for the 2025/26 FY expecting higher revenue & EBITDA due to strong interest in its technology particularly the XcytoMatic platform. Separately Danske Bank has reiterated a "buy" rating for the stock & raised its TP to [---] DKK ChemoMetec A/S has updated its earnings guidance for the 2025/26 FY expecting higher"
X Link 2025-11-01T15:26Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 By carefully considering these potential blind spots investors can better assess the full range of risks & opportunities associated with ChemoMetec's ambitious growth strategy of shift to software automation + h/ware #cellcounting #lifescience"
X Link 2025-11-01T15:32Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 By carefully considering these potential blind spots investors can better assess the full range of risks and opportunities associated with ChemoMetec's ambitious growth strategy #cellcounting #lifescience https://t.co/F81hjStHla ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 By carefully considering these potential blind spots investors can better assess the full range of risks and opportunities associated with ChemoMetec's ambitious growth strategy #cellcounting"
X Link 2025-11-05T05:10Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting"
X Link 2025-11-05T05:11Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 T+1: earnings incoming on November [--] [----] for $CHEMM ChemoMetec A/S is a leading manufacturer of cell counting and analysis equipment worldwide #lifescience #cellcounting ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting https://t.co/BkGXKhFr4k ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting https://t.co/BkGXKhFr4k"
X Link 2025-11-05T14:49Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 T+1: earnings incoming on November [--] [----] for $CHEMM ChemoMetec A/S is a leading manufacturer of cell counting and analysis equipment worldwide #lifescience #cellcounting ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 T+1: earnings incoming on November [--] [----] for $CHEMM ChemoMetec A/S is a leading manufacturer of cell counting and analysis equipment worldwide #lifescience #cellcounting"
X Link 2025-11-06T16:50Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience"
X Link 2025-11-06T16:52Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Inside Alert: Management is buying $CHEMM key execs show confidence post-Q1 earnings. - CEO bought [----] @ DKK [---] avg. - CFO bought [---] @ DKK [---] avg. Total DKK 1.25M investment by leadership. Strong vote of confidence from leadership. ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience https://t.co/CYVRRLbSD7 ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience https://t.co/CYVRRLbSD7"
X Link 2025-11-07T15:33Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 🪡 1/ $CHEMM Q1 FY25/26: Revenue +8% YoY to DKK 125m EBITDA margin up to 55%. Despite beating forecasts stock fell 4% during the day. Strong core execution but market seems wary of near-term growth visibility ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Inside Alert: Management is buying $CHEMM key execs show confidence post-Q1 earnings. - CEO bought [----] @ DKK [---] avg. - CFO bought [---] @ DKK [---] avg. Total DKK 1.25M investment by leadership. Strong vote of confidence from leadership. ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Inside Alert: Management is buying $CHEMM key execs"
X Link 2025-11-07T22:15Z [---] followers, [---] engagements

"4/ Service and consumables grew (4% & 12% respectively) confirming stickiness of recurring revenue. About half of installed instruments on service plans strong retention base"
X Link 2025-11-07T22:15Z [---] followers, [--] engagements

"5/ Management reaffirmed a long-term shift toward software and automation. XM Octopus platform and Sample Management System could evolve $CHEMM into a high-margin software-driven model"
X Link 2025-11-07T22:16Z [---] followers, [--] engagements

"9/ Cannibalisation risk: Customers may replace multiple NC units with fewer XM instruments. Net effects on consumables and service income still unproven"
X Link 2025-11-07T22:16Z [---] followers, [--] engagements

"10/10 Summary: $CHEMM is evolving from precision hardware to an automation & software platform with hardware. Margins strong the strategy is bold but the transition must prove durable recurring and cash-generative"
X Link 2025-11-07T22:16Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM Q1 showed 8% Rev & 11% EBITDA growth with margins rising to 55%. Strength in consumables (+12%) & Europe (+18%) offsets flat RoW. XM platform traction signals a shift toward automation & software recurring revenue key to future growth ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 🪡 1/ $CHEMM Q1 FY25/26: Revenue +8% YoY to DKK 125m EBITDA margin up to 55%. Despite beating forecasts stock fell 4% during the day. Strong core execution but market seems wary of near-term growth visibility ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 🪡 1/ $CHEMM Q1 FY25/26: Revenue +8% YoY to DKK"
X Link 2025-11-09T18:45Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Beyond the numbers. #lifescience #cellcounting ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM Q1 showed 8% Rev & 11% EBITDA growth with margins rising to 55%. Strength in consumables (+12%) & Europe (+18%) offsets flat RoW. XM platform traction signals a shift toward automation & software recurring revenue key to future growth https://t.co/DCtNNn3MWX ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM Q1 showed 8% Rev & 11% EBITDA growth with margins rising to 55%. Strength in consumables (+12%) & Europe (+18%) offsets flat RoW. XM platform traction signals a shift toward"
X Link 2025-11-12T16:09Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Beyond the numbers. #lifescience #cellcounting"
X Link 2025-11-12T16:09Z [---] followers, [---] engagements

"$KSPI joins the NBK's unified QR system giving up a bit of exclusivity for long-term scale & regulatory goodwill. Interoperability may cut competitive advantage but strengthens Kaspi's role at the heart of Kazakhstan's national digital payment network http://Kaspi.kz https://t.co/EphTZxj4tw has signed an agreement with NBKs National Payment Corporation on participation in the interbank QR System as another step towards the to be state of the national digital payment infrastructure. Mikhail Lomtadze https://t.co/EphTZxj4tw CEO and https://t.co/TVyBA1EWeY http://Kaspi.kz https://t.co/EphTZxj4tw"
X Link 2025-11-13T13:09Z [---] followers, [---] engagements

"$KSPI Kazakhstan launches a unified interbank QR payment system letting anyone pay with a single QR code regardless of the bank. A major step toward seamless digital payments & a stronger FinTech hub in Central Asia .@TheAstanaTimes link to article: https://astanatimes.com/2025/11/kazakhstan-launches-unified-interbank-qr-payment-system/ $KSPI https://t.co/9PyODfL9Q4 joins the NBK's unified QR system giving up a bit of exclusivity for long-term scale & regulatory goodwill. Interoperability may cut competitive advantage but strengthens Kaspi's role at the heart of Kazakhstan's national digital"
X Link 2025-11-13T18:40Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM Q1 2025/26 Review a quick one-pager #lifescience #cellcounting #healthcare ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Beyond the numbers. #lifescience #cellcounting https://t.co/LxzI1U9lih ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Beyond the numbers. #lifescience #cellcounting https://t.co/LxzI1U9lih"
X Link 2025-11-15T18:42Z [---] followers, [---] engagements

"FactSet Research Systems Inc. $FDS highlights"
X Link 2025-11-16T14:47Z [---] followers, [---] engagements

"$KSPI JSC 🛍💳📲 Always aim to understand the risk of an investment & be able to challenge your own view. Blind spotsrisks & hard questions make a thesis stronger bc your conviction in an investment is informed when you fully understand the other side http://Kaspi.kz The Fundamental Bear View https://t.co/9PyODfL9Q4 is operationally world-class but structurally constrained by geography currency and regulation. In essence $KSPI is a phenomenal busns operating within a fragile economic system. Macro variables largely outside Kaspi's control. http://Kaspi.kz The Fundamental Bear View"
X Link 2025-11-19T08:41Z [---] followers, [----] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM stands out for strong recurring revenue high margin strengths but investors should watch execution risk as the company pivots to software and meaningful upside in automation and CGT. SWOT below 👇 #lifescience #cellcounting ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM Q1 2025/26 Review a quick one-pager #lifescience #cellcounting #healthcare https://t.co/uRS4foAegW ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM Q1 2025/26 Review a quick one-pager #lifescience #cellcounting #healthcare https://t.co/uRS4foAegW"
X Link 2025-11-19T08:50Z [---] followers, [---] engagements

"If confirmed this could signal a positive catalyst for $KSPI .@Kaspi_kz especially given recent analyst upgrades from Goldman Sachs and others. BREAKING: Ukraine has agreed to the full terms of President Trumps peace plan to end the war with Russia per ABC News. BREAKING: Ukraine has agreed to the full terms of President Trumps peace plan to end the war with Russia per ABC News"
X Link 2025-11-25T18:12Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 ChemoMetec's journey shows a steady shift from reliable cell counters to a full automation and software driven platform positioning the company for long term growth in bioprocessing and cell therapy #cellcounting #lifescience ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM stands out for strong recurring revenue high margin strengths but investors should watch execution risk as the company pivots to software and meaningful upside in automation and CGT. SWOT below 👇 #lifescience #cellcounting https://t.co/5W3yuNWgfd ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 $CHEMM stands out"
X Link 2025-11-26T11:44Z [---] followers, [---] engagements

"$KSPI AO JSC Update on the acquisition of Rabobank A. S. Source: - Investor Relations https://share.google/w4g6DuRON5MBqnDyd http://Kaspi.kz http://Kaspi.kz $KSPI https://t.co/9PyODfKC0w JSC 🛍💳📲 Always aim to understand the risk of an investment & be able to challenge your own view. Blind spotsrisks & hard questions make a thesis stronger bc your conviction in an investment is informed when you fully understand the other side https://t.co/Ko08dVsszN https://share.google/w4g6DuRON5MBqnDyd http://Kaspi.kz http://Kaspi.kz $KSPI https://t.co/9PyODfKC0w JSC 🛍💳📲 Always aim to understand the"
X Link 2025-11-29T00:32Z [---] followers, [---] engagements

"Per MGI "New bio-frontiers" (Industrial & Consumers Biotech Obesity Drugs) are key emerging arenas. Could this secular tailwind provide a significant positive read-through for $CHEMM long-term growth 🤔 #cellcounting #biotech #lifescience Across two decades [--] arenas such as software and consumer electronics tripled their share of total market cap. Now we identify [--] new arenas that could reshape competition once again from AI and robotics to biotech and cybersecurity. Explore more https://t.co/aSyrBzKe6q https://t.co/ZNZwLWFXlB Across two decades [--] arenas such as software and consumer"
X Link 2025-12-02T02:29Z [---] followers, [---] engagements

"Could $CHEMM be the picks-and-shovels play for the bio-engineering gold rush 🤔 Its core products are essential tools used throughout the bio-engineering / biomedical research & biomanufacturing lifecycle particularly Life Science Research Cell & Gene Therapy & Bioprocessing Where will the next wave of global growth come from We identify [--] industries from AI to obesity drugs that could generate $2948 trillion in annual revenue by [----]. These 🔟 charts visualize the next big arenas of competition: https://t.co/zEPVG3lTQG https://t.co/LiXEUaeF9S Where will the next wave of global growth come"
X Link 2025-12-02T04:12Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 Always analyze the margins i.e. what is the incremental change. Focus on the trajectory consistent incremental gains; that's where alpha lies. #lifescience #cellcounting ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 ChemoMetec's journey shows a steady shift from reliable cell counters to a full automation and software driven platform positioning the company for long term growth in bioprocessing and cell therapy #cellcounting #lifescience https://t.co/9PeBjBtinc ChemoMetec A/S $CHEMM 🔬🧪👩🔬🧬 ChemoMetec's journey shows a steady shift from reliable cell counters to a full"
X Link 2025-12-03T05:07Z [---] followers, [---] engagements

"ChemoMetec A/S 🔬🧪👩🔬🧬 ChemoMetec's ecosystem ensures a predictable stream of high-margin consumable sales that can last for decades. More than 70% of revenue generated from sales of consumables and services in 2024/25. #lifescience #cellcounting $CHEMM ChemoMetec A/S 🔬🧪👩🔬🧬 #healthcare #lifescience #cellcounting $CHEMM https://t.co/isRmVlONlG ChemoMetec A/S 🔬🧪👩🔬🧬 #healthcare #lifescience #cellcounting $CHEMM https://t.co/isRmVlONlG"
X Link 2025-12-24T21:54Z [---] followers, [----] engagements

"@long_equity .@long_equity thanks for compiling and sharing the list. Please review Rko AB and Renishaw plc (Rkob Rko.B Nasdaq Stockholm exchange and Renishaw plc LON:RSW) and see if they meet criteria for a potential add"
X Link 2025-12-26T18:57Z [---] followers, [---] engagements

"@qualityequities I'd pick $EQIX (Equinix) for Digital & Data Infrastructure (Data Centers)"
X Link 2026-01-25T11:06Z [---] followers, [---] engagements

"Redefining the classic "moat" as elite metrics -evolution to eMOAT:Elite Metrics Of All Time Think of "eMOAT" not just as a number but a critical relationship -high & increasing ROIC (reinforced by peer ROIIC) -strong FCFps growth Togetherthese create real economic value"
X Link 2026-01-28T19:51Z [---] followers, [--] engagements

"@themotleyfool $MA / $V $MSCI $FICO $MSFT"
X Link 2026-01-29T18:24Z [---] followers, [---] engagements

"@InvestInAssets Business characteristics I look for: - Grow recurring revenue - Expand margins - High & increasing ROC - Growing FCF - Strong balance sheet"
X Link 2026-02-02T12:47Z [---] followers, [--] engagements

"ALPHA (bet) Inc. 😉 $GOOG $GOOGL Google $GOOGL owned Waymo just posted this: "Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger." https://t.co/gjvhSasrTU Google $GOOGL owned Waymo just posted this: "Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger." https://t.co/gjvhSasrTU"
X Link 2026-02-05T20:21Z [---] followers, [---] engagements

"ALPHA (bet) Inc. Ultra Long $GOOG $GOOGL Google's Cloud Backlog is booming. Up 161% YoY. $GOOG $GOOGL https://t.co/XWLsfjYDrw Google's Cloud Backlog is booming. Up 161% YoY. $GOOG $GOOGL https://t.co/XWLsfjYDrw"
X Link 2026-02-05T20:33Z [---] followers, [---] engagements

"@InvestingVisual ALPHA (bet) Inc. 😉 $GOOG $GOOGL"
X Link 2026-02-05T20:47Z [---] followers, [---] engagements

"@FluentInQuality ALPHA (bet) Inc. 😉 $GOOG $GOOGL"
X Link 2026-02-06T04:13Z [---] followers, [--] engagements

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