@addictedtostock WeighUpWeighUp posts on X about $spcb, $stne, italy, acquisition the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence finance 39.13% countries 21.74% currencies 15.22% cryptocurrencies 2.17% stocks 2.17%
Social topic influence $spcb #5, $stne 19.57%, italy 8.7%, acquisition 6.52%, official 4.35%, ceo 4.35%, the new 4.35%, germany 4.35%, spain 4.35%, growth 4.35%
Top accounts mentioned or mentioned by @j16425646 @bulltat2 @gaghendo007 @matthijsvdn @petricor80 @singlebestideas @doccpa78 @taylorstcap @alvarogomezolea @charlesschwab @liloaty @slapper10101 @dayansb1986 @lil__oaty
Top assets mentioned StoneCo Ltd. Class A Common Shares (STNE) The GEO Group, Inc. (GEO) 69Coin (69) Fiserv Inc (FISV)
Top posts by engagements in the last [--] hours
"$SPCB https://www.elespanol.com/espana/politica/20260127/igualdad-sustituye-tobilleras-pulseras-telematicas-violencia-genero-tarjeta-sim-no-extraible-bateria/1003744105631_0.amp.html https://www.elespanol.com/espana/politica/20260127/igualdad-sustituye-tobilleras-pulseras-telematicas-violencia-genero-tarjeta-sim-no-extraible-bateria/1003744105631_0.amp.html"
X Link 2026-01-28T17:34Z [--] followers, [----] engagements
"3. partner that provides the infrastructure for the Ministry of Justice. Displacing an Incumbent A core feature of this new contract is that SuperCom will displace the incumbent technology provider. This aligns with Italy's recent history of shifting electronic monitoring prov"
X Link 2026-01-31T03:40Z [--] followers, [---] engagements
"4. providers. For years the Italian government relied on a contract with Telecom Italia (TIM); more recently they have been seeking to modernize and replace older RF (Radio Frequency) systems with the type of advanced GPS and domestic violence prevention tools SuperCom provides"
X Link 2026-01-31T03:41Z [--] followers, [---] engagements
"$STNE Based on recent reports Brazil's Administrative Council for Economic Defense (CADE) cleared the acquisition of Linx by Totvs on January [--] [----]. https://www.mlex.com/mlex/articles/2435585/totvs-buyout-of-linx-cleared-by-cade https://www.mlex.com/mlex/articles/2435585/totvs-buyout-of-linx-cleared-by-cade"
X Link 2026-01-31T19:21Z [--] followers, [---] engagements
"$STNE deal approved with no restrictions. Let the buyback roll. Based on recent reports Brazil's Administrative Council for Economic Defense (CADE) cleared the acquisition of Linx by Totvs on January [--] 2026"
X Link 2026-01-31T19:23Z [--] followers, [---] engagements
"$STNE [--]. On January [--] [----] Brazil's antitrust authority CADE officially cleared TOTVSs acquisition of Linxfrom StoneCo. As of the end of January [----] the approval was awaiting formal publication in Brazil's Official Journal to become definitive"
X Link 2026-02-03T03:12Z [--] followers, [---] engagements
"$STNE [--]. Management transition: -CEO Pedro Zinner Becomes Board Chair -CFO Mateus Scherer Steps Up to CEO -Chief Strategy Officer/COO Lia Matos Resigns -New CFO Diego Salgado Appointed currently serves as Treasury Officer -New COO Sandro Bassili expected after Linx divestiture"
X Link 2026-02-03T03:28Z [--] followers, [---] engagements
"$STNE [--]. So is the new younger and tech-focused management team designed to navigate StoneCo's evolution from a pure payments provider into a broader financial technology firm or are they being brought in to facilitate an externally driven sale of StoneCo"
X Link 2026-02-03T03:36Z [--] followers, [---] engagements
"$SPCB 1/8 SuperComs Shift from One-Time to Recurring Revenue The decline in total revenue from $6.9 million (Q3 2024) to $6.2 million (Q3 2025) masks a significant strategic transformation and recurring revenue growth rate"
X Link 2026-02-04T05:26Z [--] followers, [----] engagements
"$SPCB between Germany Spain USA and future contracts it seem probable to me that SuperCom will experience 100% plus revenue growth in [----]. So is the undervaluation a symptom of legacy lack of trust no one knows about SuperCom or other reasons"
X Link 2026-02-12T16:49Z [--] followers, [----] engagements
"$SPCB Belgium could have gone looking for cost savings. Belgium's electronic monitoring is managed by a public entity. The average cost of a day under electronic monitoring varies between EUR [--] and [--] while a day's prison detention costs between EUR [---] and [---] (average EUR170)"
X Link 2026-01-07T04:20Z [--] followers, [---] engagements
"$SPCB Could be the Netherlands. The Netherlands' electronic monitoring (EM) contract is managed by an NGO called SVG (Sociale Vrijheidsstraf Gezinnen). While private companies implement the tech SVG oversees the national delivery focusing on rehab not just tracking"
X Link 2026-01-07T04:27Z [--] followers, [---] engagements
"$SPCB explanations for the selloff. Short attack Romanian contract is frustrated and Romania will not pay resulting in large A/R and potential write down Dilution due to recent filing Large institutional seller Stock manipulation by competitor to frustrate contract bids"
X Link 2026-01-09T03:22Z [--] followers, [---] engagements
"@GagHendo007 You dont understand the filing"
X Link 2026-01-10T02:23Z [--] followers, [---] engagements
"@j16425646 @matthijsvdn @GagHendo007 I still believe it was a short attack to take advantage but of the FUD. If SuperCom wanted to sell shares the company would have to file a shelf registration statement on Form F-3 as they did January [--] [----] prior to the $6M offering"
X Link 2026-01-10T18:40Z [--] followers, [--] engagements
"@GagHendo007 @DocCPA78 @matthijsvdn No somehow you still do not understand it. Look at all the replies to you. The only thing that has changed is the par value per share. If the company wanted to sell shares they would have to file a shelf registration on Form F-3"
X Link 2026-01-11T05:44Z [--] followers, [--] engagements
"@j16425646 This ongoing short attack is likely sponsored by one of those suitors / competitors who is very upset by SuperComs market share gains"
X Link 2026-01-13T15:12Z [--] followers, [--] engagements
"@petricor80 @j16425646 To be fair $GEO Group also has a large AR. Q3 2025: $452.9 million Q2 2025: $389.7 million Q1 2025: $384.2 million Year End 2024: $376.0 million As does CXW $351.4M Part of being a government contractor Payments may not always align"
X Link 2026-01-13T15:26Z [--] followers, [---] engagements
"@TaylorStCap @petricor80 @SingleBestIdeas @j16425646 Looks like the value of SuperComs Czech Republic electronic monitoring contract was 93M Czech Crowns which was USD $3.7M at the exchange rate at that time [----] and the contact was over [--] years so about $600K per year. You think this is a significant part of SuperComs A/R"
X Link 2026-01-13T21:13Z [--] followers, [--] engagements
"$SPCB there are many on this board pretending to be bulls but spreading unsubstantiated FUD about dilution A/R and Allowance for Doubtful Accounts. If you question their information they dont answer. imo its a short attack many shares shorted over the last [--] trading days"
X Link 2026-01-13T23:06Z [--] followers, [---] engagements
"@alvarogomezolea Israeli market are at all time highs"
X Link 2026-01-13T23:11Z [--] followers, [--] engagements
"$STNE StoneCo bought back another [-------] shares in December [----]. https://investors.stone.co/buybacks/ https://investors.stone.co/buybacks/"
X Link 2026-01-13T23:54Z [--] followers, [--] engagements
"$STNE looks like StoneCo repurchases [--------] shares in [----]. Cant wait for the Linx sale to Totvs to close. Should provide another USD $550M for buybacks"
X Link 2026-01-14T00:12Z [--] followers, [---] engagements
"$GEO tested the [---] week moving average. Should be good for a run or retest and run"
X Link 2026-01-16T22:39Z [--] followers, [--] engagements
"$FISV bought some more today at $66.99. Avg price now $66.83. When Trump reverses course on the 10% credit card proposal this should pop. Huge gaps to fill overhead"
X Link 2026-01-23T15:49Z [--] followers, [---] engagements
"$SPCB SuperComs recent Germany contract was posted by Slapper10101 Total estimated contract value (excluding VAT) [-----------] EUR https://op.europa.eu/en/web/public-procurement/procurement-details/-/procurement/b8675924-ce57-4f4c-a922-9ac9d742cae8 https://op.europa.eu/en/web/public-procurement/procurement-details/-/procurement/b8675924-ce57-4f4c-a922-9ac9d742cae8"
X Link 2026-01-24T22:51Z [--] followers, 10.7K engagements
"Look under Procedure details drop down menu to see: Award of contract Official name: SuperCom Postal address: Town: Tel Aviv Postal code: 6688106"
X Link 2026-01-24T22:56Z [--] followers, [---] engagements
"@SingleBestIdeas @CharlesSchwab My IBKR account has a warning on my $SPCB position This security has limited liquidity. If you choose to trade this security there is a heightened risk that you may not be able to close your position at the time you wish at the price you wish and/or without incurring a loss"
X Link 2026-01-16T20:49Z [--] followers, [---] engagements
"$STNE anytime CADE Brazils antitrust authority wants to give regulatory approval to the StoneCo Linx deal to sell to TOTVS would be great. Sale agreement was announced in July 2025"
X Link 2026-01-20T14:41Z [--] followers, [---] engagements
"$SPCB great work again Slapper10101 1/2"
X Link 2026-01-28T14:07Z [--] followers, [---] engagements
"@bullTat2 Youre missing the exchange rate. But still a great earner and pumping the EPS with buybacks"
X Link 2026-01-28T22:04Z [--] followers, [--] engagements
"@bullTat2 StoneCo reports in Brazilian Real Its the exchange rate"
X Link 2026-01-28T22:27Z [--] followers, [--] engagements
"@bullTat2 Yahoo finance is the worst they have some of the numbers in USD and some in Brazilian Real"
X Link 2026-01-28T22:30Z [--] followers, [--] engagements
"@bullTat2 The 7B BRL you are looking at is approximately $1.35B USD"
X Link 2026-01-28T22:32Z [--] followers, [--] engagements
"$SPCB [--]. While official SuperCom press releases continue to refer to their recent win as a "national electronic monitoring contract in a Western European country" several specific details from procurement sources and partner activities point toward a match with Italy's current o"
X Link 2026-01-31T03:36Z [--] followers, [----] engagements
"2. operational needs. The "Local Partner" Model SuperCom secured this contract through a partnership with a leading local service providerthat already manages nationwide programs. In Italy national electronic monitoring is typically managed by a primary telecom or security par"
X Link 2026-01-31T03:39Z [--] followers, [---] engagements
"5. Domestic Violence Focus SuperCom noted this is the 10th nation to adopt its domestic violence (DV) prevention platform. Italy has recently enacted stricter laws (such as the "Roccella Law") that mandate increased use of electronic bracelets for domestic violence offenders cr"
X Link 2026-01-31T03:42Z [--] followers, [---] engagements
"9. [----] Italian Budget Allocations The [----] Italian Budget Law approved in late [----] includes several billion euros for security and justice-related technological modernization: Defense & Public Safety: A confirmed increase in spending (+0.15% of GDP) specifically for te"
X Link 2026-01-31T03:56Z [--] followers, [---] engagements
"10. for technological innovation. Domestic Violence (DV) Initiatives: Funding has been specifically earmarked to support the Roccella Law which mandates the use of electronic bracelets for suspects of domestic violence. This aligns with SuperCom's statement that this contract"
X Link 2026-01-31T03:57Z [--] followers, [---] engagements
"@Lil__Oaty Great write-up thanks. I am more optimistic. Have you considered submitting to Seeking Alpha"
X Link 2026-01-31T16:07Z [--] followers, [--] engagements
"@Slapper10101 And expected growth in Italy supported by the recently enacted (Oct 24) Roccella Law which mandates the use of electronic bracelets for suspects of domestic violence"
X Link 2026-01-31T17:51Z [--] followers, [--] engagements
"$SPCB @dayansb1986 I had mentioned on Jan [--] it could be Netherlands based on partnership language. Belgium & Austria are also possible. Hoping its Spain or Italy. $SPCB Could be the Netherlands. The Netherlands' electronic monitoring (EM) contract is managed by an NGO called SVG (Sociale Vrijheidsstraf Gezinnen). While private companies implement the tech SVG oversees the national delivery focusing on rehab not just tracking. $SPCB Could be the Netherlands. The Netherlands' electronic monitoring (EM) contract is managed by an NGO called SVG (Sociale Vrijheidsstraf Gezinnen). While private"
X Link 2026-01-31T22:43Z [--] followers, [---] engagements
"$STNE [--]. This regulatory green light was the final major hurdle for the R$3.05 billion transaction. IMO the closing of this deal along with the recent management changes will clear the way for StoneCo to be put up for sale to the highest bidder"
X Link 2026-02-03T03:19Z [--] followers, [---] engagements
"$SPCB 2/8 Legacy vs. New Business: CEO Ordan Trabelsi highlighted that while "old business" (characterized by one-time lower-margin projects) has been declining the "new business"focused on subscription-based electronic monitoring (EM)has been growing at roughly 30% to 40%"
X Link 2026-02-04T05:27Z [--] followers, [---] engagements
"$SPCB 3/8 Recurring Revenue Growth: The U.S. market where SPCB has secured over [--] new contracts since mid-2024 is almost entirely based on a recurring revenue model"
X Link 2026-02-04T05:28Z [--] followers, [---] engagements
"$SPCB 4/8 While SPCB continues large-scale projects in Romania Sweden and Denmark these international projects are multi-year and phased leading to natural revenue fluctuations. One-time deployment revenues from these contracts in [----] created a higher comparison bar for 2025"
X Link 2026-02-04T05:29Z [--] followers, [---] engagements
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