@alvarogomezolea Avatar @alvarogomezolea Alvaro Gomez de Olea

Alvaro Gomez de Olea posts on X about $zegl, muy, in the, company 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 35.09% countries 15.79% cryptocurrencies 7.02% technology brands 5.26% stocks 2.63% social networks 1.75% exchanges 0.88%

Social topic influence $zegl 14.04%, muy 10.53%, in the 9.65%, company 7.89%, spain 7.89%, flow 7.02%, $asts #378, debt #1941, hay 6.14%, ahora 6.14%

Top accounts mentioned or mentioned by @pablofedez @sigmadiez @uzocapital @deepvaluedude @thijsbuitenhuis @naciocastillo @ragingbullcap @shitvaluefund @accionescutres @minimalismofin @creandocartera @libsoftiktok @mrtnzalvrz @eldividendo @truevaluefi @valentumam @alexeimartov @ferrv95 @divergent7651 @jrda85

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Flow (FLOW) Burford Capital Limited (BUR) MAPS (MAPS)

Top Social Posts

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

"@MinimalismoFin @creandocartera Que azvalor bsicamente es un fondo de materias primas"
X Link 2026-02-15T09:22Z [----] followers, [---] engagements

"Yes $MAPS @libsoftiktok Absolutely diabolical it was this close @libsoftiktok Absolutely diabolical it was this close"
X Link 2025-12-18T20:18Z [----] followers, [----] engagements

"Now for the first time we have a clearer picture for $ZEG $ZEG.L Zegona after preferreds cancellation (hope Spanish financial press gets it once and for all). We have a company with: - 3400M debt at 5.8% (200M interest) - 234.6M shares * [-----] = 3155M (3635M). Shares will go down to 222M with the ongoing buyback end of Q1 so 3438M assuming that share count - EBITDAL 1300M - Cash flow 800M https://twitter.com/i/web/status/2009886359331221883 https://twitter.com/i/web/status/2009886359331221883"
X Link 2026-01-10T07:13Z [----] followers, [----] engagements

"(4/10) Un catalizador muy importante es el mercado del Reino Unido. La fusin con Three ha creado al lder del mercado del que poseen el 51% con opcin de comprar el resto. Esta operacin genera sinergias operativas masivas con NPV estimado en 8.000M (700M al ao) y que podra ser conservador viendo los primeras sinergias que estn reportando. Adems existe la posibilidad de realizar sale & leaseback sobre los activos mviles lo que reducira drsticamente el capex en la regin"
X Link 2026-01-26T08:53Z [----] followers, [---] engagements

"(6/10) El upside potencial de la SatCo es muy significativo. La red de $ASTS permitir atraer nuevos clientes en zonas sin cobertura tradicional y reducir drsticamente el capex en Europa y frica especialmente en zonas rurales. Obviamente hay incertidumbre pero la opcionalidad es enorme: se estima que el EBITDA en [----] podra ser de 500-1.000M. Aplicando un mltiplo de 20x la participacin de Vodafone podra valer entre 5.000-10.000M. Esto no incluye la revalorizacin de su participacin en $ASTS ingresos adicionales por upselling / IoT y reduccin del capex"
X Link 2026-01-26T08:53Z [----] followers, [---] engagements

"(8/10) La valoracin actual es muy conservadora. Vodafone cotiza por debajo de 5x EV/EBITDA lo que no refleja su nueva realidad operativa ni la simplificacin del grupo. En Europa donde ostenta liderazgo (Top [--] o [--] en varios mercados) justificara un mltiplo de 6x. En emergentes y fintech podra llegar a 8-10x. Un simple re-rating del mltiplo implicara una subida del 20-30% sin necesidad de mejora en los resultados"
X Link 2026-01-26T08:53Z [----] followers, [---] engagements

"@PabloFedez @MrtnzAlvrz Tuve que reducir la mitad de la posicin a [----]. A da de hoy estamos de nuevo casi al 10% o sea que seguramente tocar reducir en los prximos meses s"
X Link 2026-02-10T23:02Z [----] followers, [--] engagements

"B2B2C commercialization by $ASTS is probably as valuable as their IP. Just an amazing idea"
X Link 2026-02-12T22:36Z [----] followers, [---] engagements

"Muy convencidos deben estar en $PROTCT para cepillarse de una el 5% de las acciones. Adems el mximo accionista ha comprado 1M de acciones en la ltima semana (pasando de un [--] a un 87% de las acciones). El country manager de Dinamarca tambin ha pillado algn paquetillo"
X Link 2018-08-06T16:03Z [----] followers, [--] engagements

"Qu fue de $PROTCT Lo mismo vi [----] tweets sobre ella cuando subi al top5 de true value y ahora ni mu. Para m la tesis a largo plazo no ha cambiado"
X Link 2018-10-12T22:15Z [----] followers, [--] engagements

"Acabo de verme o reverme todos los vdeos que hay en YouTube sobre $NBI o cualquier tesis sobre la misma. Me declaro fan absoluto del CEO Roberto Martnez. Un rara avis en Espaa y ms an en el MAB. Cada vez soy ms optimista con mi tesis de inversin en esta empresaza"
X Link 2018-10-28T12:06Z [----] followers, [--] engagements

"Incremento beneficios 9M O&G: Chevron +82% BP +156% Shell +94% Total +36% Exxon +31% Equinor +106% Repsol +37% Se acerca el aumento de las inversiones de las grandes petroleras y una potencial recuperacin del sector servicios de O&G $GMS $BDI $KLXE"
X Link 2018-11-04T16:57Z [----] followers, [--] engagements

"Estadsticas muy positivas del mercado de ETFs este mes para $FLOW. Este quarter pinta muy bien y al mercado parece no llamarle la atencin. Buen subidn de volatilidad y volumen negociado este mes"
X Link 2018-11-18T15:34Z [----] followers, [--] engagements

"Los gestores de $MTV nos venden en el nuevo plan una empresa que es un 30% de la que nos vendan antes. Los gestores han demostrado ser bastante poco de fiar. Adems de poco inteligentes hinchndose a comprar acciones viendo venir esto. Me planteo seriamente salir error grande"
X Link 2018-12-10T20:11Z [----] followers, [--] engagements

"Pocos activos hay que tengan las perspectivas de crecimiento del aeropuerto de Bangalore (54% de Fairfax India $FIH.U) Esperan triplicar nmero de pasajeros en los prximos [--] aos"
X Link 2019-01-22T19:42Z [----] followers, [--] engagements

"No necesito que hagan todo lo anterior para mantener las acciones aunque sera conveniente pero desde luego tienen que responder punto por punto a todo lo que MW afirma. El acceso a financiacin est ahora mismo en duda y tienen que recuperar la confianza"
X Link 2019-08-08T07:38Z [----] followers, [--] engagements

"Respuesta de $BUR: Con esto considero todas las dudas respondidas. Ahora ya solo falta que ejecuten el listing en EEUU las compras de directivos/recompras de acciones y la renovacin del consejo (todos ellos mencionados). https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/BUR/14182058.html https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/BUR/14182058.html"
X Link 2019-08-08T12:13Z [----] followers, [--] engagements

"Interpretacin y teoras de un inexperto sobre lo que est pasando en bolsa. Son opiniones mas basadas en artculos y conversaciones varias que he tenido en las ltimas semanas y que no pretenden ser consejo de comprar o vender en bolsa (1/X)"
X Link 2020-03-08T09:22Z [----] followers, [--] engagements

"Despus de [--] aos invirtiendo hoy he conseguido mi primera ten-bagger en Sdiptech $SDIP puede ser un compounder para muchos aos. Gracias a @Sigma_diez por compartir la idea en el blog all por 2018"
X Link 2021-06-28T11:37Z [----] followers, [--] engagements

"Brutal la oportunidad que no est ofreciendo el mercado con $FTK. Han sido excesivamente conservadores con el guidance de transacciones en [----] subirn mucho ingresos en USA con la nueva comisin de FX y los insiders estn hinchndose a comprar"
X Link 2022-01-24T14:14Z [----] followers, [--] engagements

"He estado repasando mis fuentes de ideas de inversin. En mi cartera hay [--] empresas (todas small caps no tpicas blue chips) con el siguiente origen: - [--] Twitter - [--] foros @eldividendo y @Sigma_diez - [--] fondos (@Truevalue_FI y @ValentumAM) - [--] artculos"
X Link 2022-05-14T08:11Z [----] followers, [--] engagements

"(5/6) Dicho esto an no voy a invertir en la compaa sobre todo porque casi ha duplicado en algo ms de un mes. En cualquier caso muy probablemente sea candidata a entrar cuando haya cadas. Pero la historia no acaba ah siempre que hay una gran megatendencia de este estilo busco formas de ganar exposicin a esa tendencia que por algn motivo puedan tener un lag similar a Globex $GMX.TO con el oro. Suelen ser negocios ms de picos y palas por detrs compaas ms pequeas que hayan pasado desapercibidas o como en este caso compaas indirectamente beneficiarias del xito de la tendencia"
X Link 2026-01-16T08:24Z [----] followers, [---] engagements

"(6/6) Se trata de [--] de los accionistas y socios de $ASTS en los que ya hemos abierto posicin en Meridion (5% del fondo entre ambos ahora mismo) Vodafone $VOD $VOD.L y Rakuten $RKUNY $4755.T que se benefician del ms que probable xito de $ASTS y adems por otro lado tienen mltiples catalizadores que hacen sendas tesis muy interesantes. Representan una forma muy asimtrica de ganar exposicin con menos upside pero sin ninguna duda menos volatilidad y menos downside. Ambas son 100x el que tamao habitual de compaa que tenemos en cartera pero el potencial que veo cumple de sobra con las TIR que busco"
X Link 2026-01-16T08:24Z [----] followers, [---] engagements

"La constelacin alrededor de $ASTS parte 2: Rakuten $4755.T $RKUNY Abro hilo 🧵: (1/6) Estas Navidades me he decidido al fin a mirar $ASTS AST SpaceMobile. Gracias @ferrv95 por el push y el apoyo tcnico para entender mejor la disrupcin. Me ha costado decidirme al estar muy lejos del crculo de compaas que suelo analizar ie. 40B de market cap tech (1/6) Estas Navidades me he decidido al fin a mirar $ASTS AST SpaceMobile. Gracias @ferrv95 por el push y el apoyo tcnico para entender mejor la disrupcin. Me ha costado decidirme al estar muy lejos del crculo de compaas que suelo analizar ie. 40B de"
X Link 2026-01-22T07:45Z [----] followers, [----] engagements

"If $SPCB has been awarded the Spanish contract this is huge indeed. Truth is that they released a new contract win in a new Western Europe market with a local partner so they will share revenues with someone else. No additional contracts have been granted recently in the region as per a quick Gemini search. In Spain government is quite antisemite but given the huge crisis with the previous local provider malfunctions and also bidding with a local partner I dont see such a blocker here. They also mention that they will be the main technology for this partner in other contracts. We are talking"
X Link 2026-01-28T20:18Z [----] followers, [----] engagements

"Without any doubt one of the most interesting business ventures of this century $ASTS https://t.co/XvwrLcIIFm https://t.co/XvwrLcIIFm"
X Link 2026-02-01T20:41Z [----] followers, [----] engagements

"Only software company in the portfolio is just 17% below 52w max $ADVT.L Advantage of investing in cheap micro caps with a good financial position. In this particular case they have so much cash in the middle of a sector downturn that an inefficient capital allocation has turned into potential good market timing for M&A"
X Link 2026-02-03T20:25Z [----] followers, [---] engagements

"70%+ in the LEAPS and 15%+ in the stock price in [--] week or so. In the fund I only have shares given the fund mandate is only Long Equities (no options no shorts) La constelacin alrededor de $ASTS parte 3: Vodafone $VOD $VOD.L La constelacin alrededor de $ASTS parte 3: Vodafone $VOD $VOD.L"
X Link 2026-02-04T08:53Z [----] followers, [----] engagements

"3% abajo Meridion hoy uno de las mayores cadas en los [--] aos de vida del fondo. En estos casi [--] aos invirtiendo he aprendido a ver estas cadas como fuente de oportunidad y habr muchas ms incluso mayores. La clave para dormir tranquilo es saber que el portfolio de compaas que tenemos ha sido elegido con rigor comprando a buenos precios y sin locuras en sus balances. A la mayora no les importa ni la IA ni aranceles o guerras en Oriente Medio pero el mercado se mueve as. Un 20%+ de liquidez nos permite afrontar estas cadas con la tranquilidad de que tenemos plvora para aprovechar las"
X Link 2026-02-05T22:49Z [----] followers, [----] engagements

"🚀🚀 amazing achievement by $ASTSAnother one incredible execution of a pretty much impossible engineering project AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic https://t.co/fDprUNjg8z AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic https://t.co/fDprUNjg8z"
X Link 2026-02-11T08:45Z [----] followers, [---] engagements

"Al final esto se recuper en [--] das cosas que pasan 3% abajo Meridion hoy uno de las mayores cadas en los [--] aos de vida del fondo. En estos casi [--] aos invirtiendo he aprendido a ver estas cadas como fuente de oportunidad y habr muchas ms incluso mayores. La clave para dormir tranquilo es saber que el portfolio de 3% abajo Meridion hoy uno de las mayores cadas en los [--] aos de vida del fondo. En estos casi [--] aos invirtiendo he aprendido a ver estas cadas como fuente de oportunidad y habr muchas ms incluso mayores. La clave para dormir tranquilo es saber que el portfolio de"
X Link 2026-02-12T22:43Z [----] followers, [---] engagements

"I have a purpose to post here the investment theses for all companies in Meridions portfolio the investment fund I manage. Below a brief thesis for Globex Mining $GMX.TO imho a great way a to get cheap a diversified exposure to junior mining in the middle of a bull market in several precious metals (especially gold)"
X Link 2025-06-12T18:16Z [----] followers, 12.6K engagements

"Es coa este post no 🤣🤣 Roses are red Violets are blue I love you as much As I love inflation at [--] #ValentinesDay ❤🥰 https://t.co/tQoO7Y5Jh4 Roses are red Violets are blue I love you as much As I love inflation at [--] #ValentinesDay ❤🥰 https://t.co/tQoO7Y5Jh4"
X Link 2026-02-14T15:13Z [----] followers, [----] engagements

"$GPRK Geopark looks much better after the [--] recent deals in Vaca Muerta (Argentina) and Colombia (Fronteras $FEC.TO assets). In 2028: - Production more than 3x to 90k boepd - 950M Ebitda - 1.4x net debt (and decreasing after) - 300M FCF (going up to 500-600M in [----] with capex going down) - 2x reserves - Lower CF breakeven by 8$ Currently we are paying [---] EV / [--] EBITDA for the business. Assuming the same multiple in [----] the share price would 3x but I would say that the new company probably merits an increased multiple due to its enlarged scale and especially when comparing against other"
X Link 2026-02-15T06:51Z [----] followers, [---] engagements

"Criteo $CRTO multiples are getting to a ridiculous level even if it is adtech and nowadays nobody touches it in the market. Market Cap: $930M Cash: $340M (Zero debt) EBITDA: $400M FCF: $200M P/E: 4x Trading at 1.5x EV/EBITDA or 3x EV/FCF. Aggressive buybacks + moving domicile to Lux and then US to drop buyback restrictions and attract index inclusion. Also could be a potential M&A target at this multiples. Growth is slow / inexistent but Retail Media is not such a bad place to be in and they are an absolute cash machine. This could easily rerate to 5x from here without much happening. Not yet"
X Link 2026-02-12T22:41Z [----] followers, [---] engagements

"$GMX.TO A little above +100% since then (+60% YTD) and without any news from Ironwood yet this should be happening any day. Still Im not 100% positive on these guys showing a clear path forward for the asset but lets see. Cheap ex-Ironwood at 3000$/Gold Oz in any case. Top [--] in Meridion for some months already I have a purpose to post here the investment theses for all companies in Meridions portfolio the investment fund I manage. Below a brief thesis for Globex Mining $GMX.TO imho a great way a to get cheap a diversified exposure to junior mining in the middle of a bull market in I have a"
X Link 2026-02-13T16:33Z [----] followers, [----] engagements

"@Divergent7651 If i was him i would take loans collaterized by the shares like most of other founders do. Why selling instead especially at low prices like we have now Makes little sense to me"
X Link 2026-02-15T10:38Z [----] followers, [---] engagements

"Price apart without any doubt the best managed companies in my watchlist are: $IPCO International Petroleum - Lundins main O&G upstream vehicle $PROT Protector Forsikring - Insurance challenger in Europe Looking forward to a drop in price to buy any of them. In fact $IPCO is already approaching interesting levels"
X Link 2024-09-28T11:58Z [----] followers, [----] engagements

"@JRDA85 La leche t. No me esperaba esta y con una prima generosa"
X Link 2024-12-12T17:32Z [----] followers, [----] engagements

"(1/n) 🚨Special situation at Zegona $ZEG.L a UK-listed company (3.8B cap) specialized in telco "buy-fix-sell" LBOs"
X Link 2025-01-29T20:06Z [----] followers, [----] engagements

"Very good set of results by $FLOW Flow Traders. [----] EPS in Q4 while I was expecting something around [---]. The market was clearly not giving sufficient importance to the change in capital allocation towards trading capital. 30%+ increase in equity and trading capital in just a year is huge. https://ml-eu.globenewswire.com/Resource/Download/56687c3e-0db5-466b-82f1-3edd69213159 https://ml-eu.globenewswire.com/Resource/Download/56687c3e-0db5-466b-82f1-3edd69213159"
X Link 2025-02-13T07:26Z [----] followers, [---] engagements

"$ZEG.L updated potential valuation for MasOrange - Vodafone Spain fiberco - MasOrange is expecting to get 3.5-4B cash from the operation - It is a very competitive process: [--] NDAs signed - At a 9-10B valuation we could expect 1.8-2B from the sale of a 20% of their participation to the investor - Hence the remaining 1.5-2.2B are coming from leveraging the fiberco 4X Ebitda and paying a special dividend to shareholders This would represent for Zegona also 1.8-2B from the sale and a 0.3-0.4B dividend. Well see where this ends but it looks pretty good for Zegona. We should not forget that the"
X Link 2025-02-14T08:55Z [----] followers, [----] engagements

"Within Italmobiliare $ITM.MI at these prices and using reasonable valuations the two crown jewels and cash add up to close to its current market cap: - Caffe Borbone (60%): 480M (at 12x Ebitda) - FSMN: 360M (at 20x) - Cash&investments: 270M 1110M vs 1140M market cap Current 50%+ discount to NAV seems too cheap. Other assets are also top notch resilient and growing. https://twitter.com/i/web/status/1898672078645285259 https://twitter.com/i/web/status/1898672078645285259"
X Link 2025-03-09T09:47Z [----] followers, [----] engagements

"Lets say $SSP Scripps sells 1B of assets. They have plenty of options: Bounce or any other minor networks TV towers / buildings spectrum and a large etc here. Debt would then be lowered to 1.5B approx. At a conservative 400M Ebitda and 8x multiple market cap would ca. 10x from here and they would still keep most of their highest quality assets. Deregulation is massive for these guys making much more liquid their assets in a market which is going to burst in M&A activity $SSP is a seller of assets in a deregulatory environment. They could have massive de-levering over the next 12-24 months as"
X Link 2025-03-13T03:54Z [----] followers, [----] engagements

"(1/5) Situacin especial en $CIE.MC CIE Automotive para navegar estos tiempos revueltos. Posicin abierta en Meridion (top 3) a [-----] con retorno potencial del 15%+ a menos de [--] meses"
X Link 2025-04-10T17:57Z [----] followers, [----] engagements

"(4/5) Prima baja + accionistas de largo plazo + poco free float = elevada probabilidad de que no se cubra toda la recompra. Esto ya ocurri en Prosegur o FCC en recompras similares recientes"
X Link 2025-04-10T17:58Z [----] followers, [----] engagements

"Cerrada special sit en Naturgy $NTGY.MC. Compra a 24.25-24.5 en las cadas de abril y venta al precio de [----] de la tender antes siquiera de que se produzca riesgo muy bajo y 8% de rentabilidad en poco ms de un mes. Muy similar a la de CIE $CIE.MC aunque aqu con la componente de que era probable que por debajo de [---] acciones no aplicase pro-rata. Esta clusula aplica en todas las tender offers en Espaa. Si vas con un nmero de acciones inferior al valor de la tender dividido por el nmero de accionistas que van a la misma no tienes prorrata. El problema suele ser estimar el nmero de accionistas"
X Link 2025-05-25T06:23Z [----] followers, [----] engagements

"Finalmente la aceptacin fue inferior al 10%. No llegamos a aceptar la oferta dado que se alzanz el precio de la misma antes. Muy buenas oportunidades de arbitraje en estas recompras masivas de cotizadas espaolas con accionistas de referencia. Casi nunca hay prorrata y se pueden obtener buenos retornos con muy bajo riesgo. Ademas para minoritarios aplica odd-lots a la espaola y no hay prorrata (4/5) Prima baja + accionistas de largo plazo + poco free float = elevada probabilidad de que no se cubra toda la recompra. Esto ya ocurri en Prosegur o FCC en recompras similares recientes. (4/5) Prima"
X Link 2025-07-18T19:19Z [----] followers, [---] engagements

"Next step in $ZEG.L is to close financing and 3rd party investment in Fiberpass (fiberco with $TEF.MC) but good thing is that the story of spinoffs / asset sales probably doesnt end here. Next ones are RAN network and data centers (expecting [---] edge DC at the end of this year). Valuation is uncertain and for sure lower than fibercos but both will for sure help to accelerate deleveraging. $ZEG.L Habemus MasOrange - Vodafone Spain fiberco. 25% sold to GIC. Covenants up from [----] to [---] and 1400M to be upstreamed to Zegona effectively allowing to repurchase and cancel Vodafone group 69% share"
X Link 2025-08-06T13:14Z [----] followers, [----] engagements

"Main issue in $ZEG.L is that in any stock screener EV still is 12B. However there is already a clear path to remove Vodafone Groups 69% going down from 759M shares to 236M. Hence current EV in reality is ca. 6B. Imho when this happens in a few months the story will be clearer for everyone. This year they could make 1.8B Ebitda 1.3B Ebitdal and 0.8B of cash flow with interest payments going down and no taxes to be paid downstream. Taking Ebitdal multiple as a reference we would be at 4.6x clearly cheap just looking at the multiple. Moreover there are many ways to create shareholder value in"
X Link 2025-08-07T08:22Z [----] followers, [----] engagements

"$ZEG.L spanish financial press already starts talking about RANCos next step in telco asset spinoffs after the fibercos. Data centers is the other one. https://www.expansion.com/empresas/tecnologia/masorange/2025/08/15/689f64dee5fdea9e3d8b458b.html https://www.expansion.com/empresas/tecnologia/masorange/2025/08/15/689f64dee5fdea9e3d8b458b.html"
X Link 2025-08-16T08:03Z [----] followers, [----] engagements

"Ya se public en el mismo medio un artculo comentando las preferentes de Zegona $ZEG.L y el impacto de su cancelacin en la capitalizacin. Se citaba de hecho directamente a @Thijsbuitenhuis como fuente. El problema que tenemos ahora mismo es que tanto medios como casas de research tienen diferencias en cuanto al escenario base que toman para sus valoraciones con o sin preferentes. Definitivamente no se aclarar 100% el tema hasta que la recompra se haga efectiva. https://www.expansion.com/empresas/tecnologia/2025/06/28/685efab9e5fdea9f178b45ad.html La prensa espaola sigue obviando la recompra de"
X Link 2025-08-27T06:45Z [----] followers, [----] engagements

"Vendida hoy parte de la posicin de Meridion en Zegona $ZEG.L debido al incumplimiento del lmite regulatorio de concentracin del 10% que aplica a los fondos de inversin en Espaa. Contina siendo la principal posicin del fondo pesando ms de un 8% y sigo viendo upside como mnimo hasta el rango de 15-20 inicial de la tesis en enero (estaba a 4)"
X Link 2025-08-28T17:57Z [----] followers, [----] engagements

"(1/10) Ecosistema digital ms robusto de Japn: 13.300M$ cap. Liderado por su founder Hiroshi Mikitani se encuentra cerca de un punto de inflexin tras una fase intensiva de gasto en su red mvil reposicionndose como un ecosistema rentable en el que e-commerce + finanzas alimentan una telco disruptiva. Prcticamente nadie ha ganado dinero aqu en [--] aos convirtindola en una empresa olvidada por el mercado"
X Link 2026-01-22T07:45Z [----] followers, [---] engagements

"(10/10) El potencial ex- $ASTS podra ser del 50-60% solo por normalizacin del mltiplo mejoras operativas y reduccin de deuda. Incluyendo $ASTS de forma conservadora se aade un 30-40% extra lo que permitira al menos doblar la inversin en 2-3 aos. Mientras tanto se mantiene un dividendo del 4-5% y se se va reduciendo el nmero de acciones de forma agresiva"
X Link 2026-01-26T08:53Z [----] followers, [---] engagements

"Esto no es una recomendacin de inversin solo comparto mis tesis para mis inversores y cualquiera que pueda estar interesado. Thanks @Uzocapital @deepvaluedude for the information freely shared on the thesis"
X Link 2026-01-26T08:53Z [----] followers, [---] engagements

"Vamos Alcaraz Epic"
X Link 2026-01-30T09:16Z [----] followers, [---] engagements

"Muy contento de tener mi primera empresa espaola en cartera. Hasta ahora en estos [--] aos no haba encontrado oportunidades que me convenciesen del todo. Finalmente $NBI ha sido la primera y con un buen pellizco de la cartera. Buenos gestores y perspectivas con skin in the game"
X Link 2018-09-21T15:13Z [----] followers, [--] engagements

"Tengo la cartera que ms me convence desde que estoy en esto de la bolsa pero -17% desde mximos de Mayo y no para $IPCO en el punto de mira para un tercer disparo"
X Link 2018-10-25T18:44Z [----] followers, [--] engagements

"Carta a los accionistas de $FGA. Gran admirador de Maillard que empez con [-----] en su garaje para acabar montando este empresn. Y todo esto sin apenas diluirse. Un crack https://www.figeac-aero.com/sites/default/files/lettre_aux_actionnaires_vf_janv_19.pdf https://www.figeac-aero.com/sites/default/files/lettre_aux_actionnaires_vf_janv_19.pdf"
X Link 2019-01-30T06:03Z [----] followers, [--] engagements

"$FIH.U Fairfax India a un 10% de descuento sobre book value. Con ese aeropuerto en cartera"
X Link 2019-02-16T11:18Z [----] followers, [--] engagements

"Respuestas que espero de $BUR: - Listing en Nasdaq / LSE Main - Directivos compran acciones - Recompra de acciones - Rating de Moodys / S&P - Mayor detalle en retornos por caso (ya hecho) - Mejora de la comunicacin con accionista (trimestral casos con retornos elevados)"
X Link 2019-08-08T07:38Z [----] followers, [--] engagements

"Dicho todo lo anterior La participacin en Petersen / Eton Park (65% de un 28% de YPF) si se vende al precio al que se pag a Repsol ahora mismo valdra 1.4B (110% mkt cap). En el mercado secundario ya se valora en unos 0.6B (50% mkt cap)"
X Link 2019-08-08T07:38Z [----] followers, [--] engagements

"Increble el cluster de compounders por adquisiciones en Suecia: $GREEN $SDIP $LAGR $ADDT e $INSTAL. Solo entre estas [--] habrn hecho ms adquisiciones en [----] que entre todas las cotizadas espaolas"
X Link 2021-01-31T12:26Z [----] followers, [--] engagements

"Con lo del barco atravesado en el canal de Suez los grandes beneficiados son los piratas somals que se van a poner hasta el culo de mierdas de Alibaba"
X Link 2021-03-25T11:03Z [----] followers, [--] engagements

"@ConquistaStonks @antonio_mangas Si me apuras el perodo sera casi 2000-2013"
X Link 2021-08-25T08:38Z [----] followers, [--] engagements

"Value creation by the Lundins at Lundin Energy until its sale this year. They are achieving a similar rate in $IPCO after the first [--] years of the journey. Lets see how the next [--] turn out to be"
X Link 2022-08-05T15:28Z [----] followers, [--] engagements

"Me parecen buensimos los podcast de @asi_empece. De los ltimos me han molado especialmente el de Amouda Goueli (Destinia) y el de Manuel Fernndez (Dorsia). Ambas historias increbles y no las conoca de antes"
X Link 2023-03-03T16:40Z [----] followers, [---] engagements

"Vysarn $VYS.AX trading at 2.5-3x EV/EBITDA is one of the best opportunities I have seen lately. Little known + illiquid nanocap in Australia specialized in water services in the mining sector. Thanks @Carlos_MoraM for the idea"
X Link 2023-05-28T09:52Z [----] followers, 11.7K engagements

"Flow Traders $FLOW.AS is starting to look interesting for a long position in options. Periodically it gives this type of opportunity when it reaches the floor around 20"
X Link 2023-09-06T03:30Z [----] followers, [---] engagements

"$IDFB deal closing at 12.05$. Patience paid well here"
X Link 2023-11-02T22:49Z [----] followers, [---] engagements

"Oke of the most convincing points to me on $MAD.AX is that in their most mature market they are still being able to grow at a 25-30% rate. This shows an amazing pace of innovation. Also outstanding they are pursuing this monstrous growth with little debt and no external capital"
X Link 2023-12-14T05:23Z [----] followers, [---] engagements

"@jc_herranz En mi casa es mi mujer la que se mete. Fundamental ese dato vs. media de los ultimos X aos 😂"
X Link 2024-04-02T21:21Z [----] followers, [----] engagements

"Looking forward to Vysarn $VYS.AX acquisition this will be big as they have been announcing. Rumours point to a water consulting company with a substantial increase in NPAT at a reasonable price with low dilution. Lets see tomorrow. On board since 11c even more bullish at 47c"
X Link 2024-09-11T21:04Z [----] followers, [----] engagements

"Market tailwinds for Vysarn $VYS.AX Backdrop to Vysarn's acquisition of CMP - east coast Australia water infrastruture renewal/buildout $VYS.AX https://t.co/VaD8tBSdyY Backdrop to Vysarn's acquisition of CMP - east coast Australia water infrastruture renewal/buildout $VYS.AX https://t.co/VaD8tBSdyY"
X Link 2024-09-25T17:26Z [----] followers, [---] engagements

"Wide discount to potential liquidation. We could eventually get up to ca. 20p distributed in the liquidation before April [--]. Assuming no variable payments in both sales and 5M taxes / sale costs we get ca. 15p (still above current share price) Boom 💣💣 There we have it. $XLM is selling its remainco (North American assets) for $30m cash 👇 What remains will be a cash shell focused on distributing the cash. Asset disposals generated $70m cash (on $32m market cap). https://t.co/SNz0YmVQ8z Boom 💣💣 There we have it. $XLM is selling its remainco (North American assets) for $30m cash 👇 What"
X Link 2024-10-21T08:47Z [----] followers, [----] engagements

"$IPCO head of hedging should definitely open his own trading desk"
X Link 2024-11-05T08:52Z [----] followers, [----] engagements

"Second transformational acquisition by Geopark $GPRK in the last few months. We just know the following: ✅ 16k boepd + significant reserves within [--] minority non-operated interests bought from Repsol in the Los Llanos basin which they know best in Colombia ✅ 530M in cash and debt of which [---] is a non-recourse loan Positioning the company for 5-10 years of continued organic growth (up to 70-80k boepd production). Asset prospects are great which coupled with a shareholder friendly management team and a low share price should deliver great returns for us shareholders in the next few years"
X Link 2024-12-03T21:45Z [----] followers, [----] engagements

"$XLM.L XLMedia share price currently assumes 10M cash burn from the 50M they should have after receiving the entire fixed component from EU and US sales (7.5M pending in April) . This cash burn should he lower than that given tax provision is probably overstated and there are not so many other expenses pending. All this while earning interest on funds. Lets say cash burn will be 5-10M. There are 5M and 10M variable payments pending from EU and US sales respectively in April depending on [----] performance. EU probably will be towards the upper end and US mid-lower end. Lets say the most"
X Link 2024-12-05T21:37Z [----] followers, [----] engagements

"$FLOW Flow Traders is going to make this year ca. [---] EPS. At [--] it is quoted at 7x earnings being an average year in terms of activity for them. It is cheap for this level of activity but much cheaper taking into account optionality in case of a volatility spike. As a reference in Q1 [--] they did [--] and [--] in H1 [--]. With the new capital allocation towards trading they should do even better in these environments"
X Link 2025-01-08T11:16Z [----] followers, [----] engagements

"Increased position qt $MLG.AX probably cheapest company in the portfolio ☑ 2.6x EV/EBITDA ☑ 8x PER ☑ 1x net debt/EBITDA ☑ 40% below NTA ☑ 85% revenues in gold mining with gold at ATH ☑ 50% below IPO with revenues growing 25% CAGR and EBITDA growing from 10-12% to 15% This could easily multibag in the next 3-5 years. Looking forward to H1 results next month"
X Link 2025-01-22T09:02Z [----] followers, [----] engagements

"(20/n) In summary: Zegona is an undervalued telecom turnaround play with multiple levers of value creation. 5x returns in [--] years might seem outrageous but we believe our assumptions are not too aggressive. Lots of things need to go right until we get there in any case"
X Link 2025-01-29T20:06Z [----] followers, [----] engagements

"(21/n) We are long at Meridion with 8% of the fund allocated here (first position). Not investment advice please do your own due dilligence. Thanks @diegogomezle for the idea and @cocoabeanspod @ragingbullcap for the detailed research"
X Link 2025-01-29T20:06Z [----] followers, [----] engagements

"It seems that Reform may win UK elections in a few months. No official opinion on the O&G abhorrent windfall tax but there is a higher possibility with them than with anyone else that they cancel it before [----] (current deadline). It would be for sure great for Kistos $KIST.L"
X Link 2025-01-31T12:35Z [----] followers, [----] engagements

"$ZEG.L Zegona one of the best LBOs of the decade in the making [--] km away from home. Way to run potentially up to 15-20 in the next couple of years (1/n) 🚨Special situation at Zegona $ZEG.L a UK-listed company (3.8B cap) specialized in telco "buy-fix-sell" LBOs. (1/n) 🚨Special situation at Zegona $ZEG.L a UK-listed company (3.8B cap) specialized in telco "buy-fix-sell" LBOs"
X Link 2025-02-06T08:45Z [----] followers, [----] engagements

"Full thesis below for $MLG.AX. Probably cheapest company at Meridion. Results to be released in a week which could act as catalyst. Thanks @ShitValueFund for the idea Increased position qt $MLG.AX probably cheapest company in the portfolio ☑ 2.6x EV/EBITDA ☑ 8x PER ☑ 1x net debt/EBITDA ☑ 40% below NTA ☑ 85% revenues in gold mining with gold at ATH ☑ 50% below IPO with revenues growing 25% CAGR and EBITDA growing from 10-12% to 15% Increased position qt $MLG.AX probably cheapest company in the portfolio ☑ 2.6x EV/EBITDA ☑ 8x PER ☑ 1x net debt/EBITDA ☑ 40% below NTA ☑ 85% revenues in gold"
X Link 2025-02-11T23:15Z [----] followers, [----] engagements

"Opened deepest value positions I have ever held in $SSP Scripps and $RDI Reading. Summarizing both are businesses in sectors with a secular decline (broadcasting and cinema respectively) with huge debt but backed with even larger real assets not adequately valued by the market. Classic mistake of taking a temporary liquidity issue for a solvency one Probably well see. Ill post both thesis in the next few days. Thanks @ragingbullcap for the ideas one of the best free sources of ideas out there btw"
X Link 2025-03-07T18:22Z [----] followers, 17.4K engagements

"$FLOW Flow Traders -1% in a day like this They are going to smash the quarter but nobody seems to care Same story as always with this company"
X Link 2025-03-10T18:22Z [----] followers, [----] engagements

"Less outrageous now at [--] vs [--] When the fiberco deals are announced before summer this will probably go above [--] (20/n) In summary: Zegona is an undervalued telecom turnaround play with multiple levers of value creation. 5x returns in [--] years might seem outrageous but we believe our assumptions are not too aggressive. Lots of things need to go right until we get there in any case. (20/n) In summary: Zegona is an undervalued telecom turnaround play with multiple levers of value creation. 5x returns in [--] years might seem outrageous but we believe our assumptions are not too aggressive. Lots of"
X Link 2025-03-21T08:41Z [----] followers, [----] engagements

"@hdgiannasi @econojournal Habl el mircoles con IR de $GPRK para comentar el status de este tema entre otras cosas. Estoy contigo que un retraso de [--] meses no es normal"
X Link 2025-03-23T15:45Z [----] followers, [---] engagements

"I think the main reason is just that the Vaca Muerta has not yet closed experiencing a [--] month delay already. The company is not being clear at all on whats going on. After the [--] failed acquisitions in Colombia if this is one also fails we are stuck with a set of assets which has not grown production for [--] years"
X Link 2025-03-25T01:58Z [----] followers, [---] engagements

"$FLOW Flow Traders made 10+ per share in [----]. With current volatility in the markets and much larger trading capital than then (110% more at Dec24 vs Dic2019) we could easily start approaching that number this year. All this for [--] per share with all exceeding amounts now reinvested in the business at a probable 100% return instead of returned as dividends (ca. 50% before). This should be very quickly north of [--] imho too cheap"
X Link 2025-04-04T12:29Z [----] followers, [---] engagements

"Below the thesis as promised. Not investment advice just sharing my ideas with the community. The company is AdvancedADVT $ADVT.L. Meridion has started today to build a position in a company that I am quite sure nobody has ever invested in Spain. I checked some of the top retail brokers and it is not available (hence nobody has asked for it). It is not such an esoteric market UK AIM with a 200M market Meridion has started today to build a position in a company that I am quite sure nobody has ever invested in Spain. I checked some of the top retail brokers and it is not available (hence nobody"
X Link 2025-04-17T07:42Z [----] followers, [----] engagements

"Q2 revenue guidance In case of an anticipated substantial change in the underlying behavior of the business (as should have happened in April) you are mandated to share it with shareholders in advance as you have always done in the past btw. Otherwise the market may think there has been no substantial change. Hope you provide further clarity in the call"
X Link 2025-04-24T06:59Z [----] followers, [---] engagements

"Big news for $SSP EW Scripps one of the holding in Meridion. +27% yday on the news. It seems this may be the first of a series of favorable regulatory changes including a potential spectrum auction Massive news for broadcasters. This would be instantly accretive to the bottom line for broadcasters if passed. https://t.co/v6oPitwchp Massive news for broadcasters. This would be instantly accretive to the bottom line for broadcasters if passed. https://t.co/v6oPitwchp"
X Link 2025-05-03T04:43Z [----] followers, [----] engagements

"$GPRK Geopark transformational acquisition of Vaca Muerta assets cancelled. 3rd in a row in [--] years they are not able to close. Finally Phoenix left the table after 1y negotiating with Neuqun government. Investor expectations managed badly on this one by the company. Now we are left with a very cheap stagnant growth Colombian asset spitting cash and a very healthy balance sheet with close to the market cap in cash and low leverage. Imho they should still pursue a strategic acquisition but at these prices a large tender offer would make a lot of sense. They can do a 20% tender leaving still"
X Link 2025-05-15T05:53Z [----] followers, [----] engagements

"Esto es lo que le faltaba a Zegona otro player calentito por hacer M&A. A ver si adems son capaces de cerrar las dos fibercos en H1. Ese evento y la asignacin de capital posterior son el principal trigger de la special sit aunque haya ms palancas de creacin de valor a corto-medio plazo (turnaround RANCo). Puede estar en 10+ muy pronto Expansion reports Zegona soaring 10% on whispers of sector consolidation after Telefnica's new chairman hinted at local merger synergies. #M&A #Telecom #Spain $ZEG.L $ZEG.LN https://t.co/VpWDUsqKud Expansion reports Zegona soaring 10% on whispers of sector"
X Link 2025-05-18T08:48Z [----] followers, [----] engagements

"High volatility lately in Zegona $ZEG.L top [--] position by far in Meridion. My view on the latest developments below (most based on articles in the press) [--] month ago rumours started on Telefnica willing to purchase Vodafone Spain within their efforts to become a European leader. Good News for sure to have an alternative to an IPO / PE purchase. Last week they announced a 4.75B financing with a bank syndicate. This is much larger than expected (ca. 10x [--] Ebitda) and should be dedicated mostly to a macro dividend before unloading part of the equity to the new investor. It could be up to 1.4B"
X Link 2025-05-27T22:29Z [----] followers, [----] engagements

"$ZEG.L Esto implica 2Bn+ que van a sacar de las fibercos. Nos va a quedar una compaa con 2.5Bn aprox de deuda neta 1Bn Ebitda y 236M de acciones (31% del total). El mltiplo que lo ponga cada uno a 5-6x sale un rango de 9-13/sh a la vuelta de verano (cuando se cierren las fibercos) y luego queda todo el upside del turnaround en los prximos trimestres (+ el posible spinoff de los activos mviles). 🚨Bids are officially submitted this week Leaks suggest a 7BN final offer. If confirmed this is fantastic news making preferred share redemption a very strong possibility as we pass this key hito."
X Link 2025-06-18T07:36Z [----] followers, [----] engagements

"We have invested in Findi $FND.AX at Meridion. It is a quite esoteric investment in an Indian ATM management and SMB payments fintech quoted in Australia. At the beginning it may seem like a fraud (this actually happened to me) but after looking at numbers with care it seems like a great investment opportunity. Detailed investment thesis below"
X Link 2025-06-20T10:15Z [----] followers, [----] engagements

"(1/4) Opened today arbitrage at Ocean Wilsons $OCN.L at [-----]. They are tendering 20% of shares at a range of 1543-1736 (+4-17% vs current price) under a Dutch auction. 60% of shareholders are not going to the tender so they are basically tendering 50% of free float"
X Link 2025-06-30T19:03Z [----] followers, [----] engagements

"$ZEG.L Habemus MasOrange - Vodafone Spain fiberco. 25% sold to GIC. Covenants up from [----] to [---] and 1400M to be upstreamed to Zegona effectively allowing to repurchase and cancel Vodafone group 69% share paying also a [---] dividend to the rest. The fiberco with Telefnica will potentially provide 300-500M on top of this when closed (in the next few days/weeks)"
X Link 2025-08-04T07:49Z [----] followers, [----] engagements

"Half way there $ZEG.L (20/n) In summary: Zegona is an undervalued telecom turnaround play with multiple levers of value creation. 5x returns in [--] years might seem outrageous but we believe our assumptions are not too aggressive. Lots of things need to go right until we get there in any case. (20/n) In summary: Zegona is an undervalued telecom turnaround play with multiple levers of value creation. 5x returns in [--] years might seem outrageous but we believe our assumptions are not too aggressive. Lots of things need to go right until we get there in any case"
X Link 2025-08-07T11:13Z [----] followers, [----] engagements

"Very aggressive targets for Zegona $ZEG.L by Berenberg DB and Santander. All in the 13.5-17 range. Santander was the first with an unusually high target (80% above stock price) and the rest are following it seems. I dont care at all about price targets just tweeting because these price upgrades have been behind some of the stock price movements lately $Zeg.ln $ZEG Zegona updates by Berenberg and DB out. Berenberg note is solid with a good explanation on why it makes sense to announce the redemption sooner rather than later. They also already use the reduced share count. ( a change from their"
X Link 2025-08-13T09:20Z [----] followers, [----] engagements

"Flatex $FTK has been the first 3-bagger in Meridion in a little more than a year but I still see multiple runways for further growth: - Europeans progressively invest more in capital markets - Digital low cost brokers take share from banks - DeGiro grows faster than competitors still having many markets in growth mode - Clients investment increases with time - Product development e.g. cryptos they have been shit at this historically - Being more aggressive in growing the loan book and also in their own investments (just Central Bank deposits for now) Less probable Top line growth can be"
X Link 2025-08-20T07:26Z [----] followers, [----] engagements

"MLG $MLG.AX Still cheapest company in the portfolio. 2.5x EV for this is simply unbelievable in the middle of a gold bull market. I wouldnt be surprised to see it closer to 2$ in a few months or simply sold to someone else that has a look and deep pockets. Btw I really like the optionality on profit sharing contracts with Tier [--] miners they have been mentioning in the last couple of reports. So MLG $MLG.AX just reported this is a good eg mining services provider entirely levered to gold (95% of revs) where the biz just inflected massively in 2H (EBITDA margins +250bps HoH to 13.5%) big jump"
X Link 2025-08-20T15:46Z [----] followers, [----] engagements

"@puppyeh1 I posted a thesis some months ago. I have held a position at Meridion (the fund I manage in Spain) since last year. Very cheap indeed https://x.com/alvarogomezolea/status/1889453196512264568s=46&t=-FyiPg7PpONgafjS5ZX5Jw Full thesis below for $MLG.AX. Probably cheapest company at Meridion. Results to be released in a week which could act as catalyst. Thanks @ShitValueFund for the idea https://x.com/alvarogomezolea/status/1889453196512264568s=46&t=-FyiPg7PpONgafjS5ZX5Jw Full thesis below for $MLG.AX. Probably cheapest company at Meridion. Results to be released in a week which could"
X Link 2025-08-20T15:51Z [----] followers, [----] engagements

"La prensa espaola sigue obviando la recompra de las preferentes en Zegona $ZEG.L lo cual lleva a pensar que sigue sin estar claro para muchos lo que significa este evento para la compaa. He compartido lo siguiente con @naciocastillo autor del artculo en Expansin Aunque los nmeros son ciertos a da de hoy hay un factor relevante a tener en cuenta a corto plazo para la capitalizacin de la compaa que es la recompra de las preferentes de Vodafone Grupo que muy probablemente se va a producir con los fondos recibidos de las fibercos. Bsicamente van a gastarse 950M en recomprar estas preferentes a"
X Link 2025-08-27T01:04Z [----] followers, [----] engagements

"Interesting sale for a Trubar $TRBR.V comparable. Not mentioned in the list of comparables in the investor presentation $TRBR.V is guiding $6570M in [----] revs. @FitCrunchBars sold for $800M on $140200M. Same shelf. Same consumer. TRUBAR trades at 1x sales. FitCrunch sold for 45.7x incl. earnout. Thats a 7585% discount.side by side at Costco. Build to buyout in plain sight. https://t.co/wSyGP4Zn94 $TRBR.V is guiding $6570M in [----] revs. @FitCrunchBars sold for $800M on $140200M. Same shelf. Same consumer. TRUBAR trades at 1x sales. FitCrunch sold for 45.7x incl. earnout. Thats a 7585%"
X Link 2025-08-27T01:26Z [----] followers, [----] engagements

"Globex $GMX.TO down 11% since 28/1 while gold is up 26%. Junior gold miner ETFs up ca. 50% since then showing the expected torque to higher prices. Too cheap to ignore. Imho hiring David Christie is a clear sign that things are going to be much quicker short-mid term either through asset sales (or development as in the case of Ironwood) or a full sale of the company at a huge premium as he did in Osisko and Eagle Hill"
X Link 2025-08-28T18:09Z [----] followers, [----] engagements

"(2/10) Rakuten $4755.T est en plena transformacin. Su red mvil Open RAN virtualizada permite unos costes de capital (CapEx) y operativos (OpEx) significativamente inferiores a la media del sector. El foco actual se centra en generar flujo de caja libre (FCF) reducir deuda mediante la monetizacin de activos y mejorar la eficiencia gracias a la inteligencia artificial. Un catalizador clave es que el negocio mvil comienza a tener escala reflejando un enorme apalancamiento operativo despus de ser una hoguera para su flujo de caja los ltimos aos. De hecho vai ya ha alcanzado EBITDA positivo"
X Link 2026-01-22T07:45Z [----] followers, [---] engagements

"And more evidence for $SPCB here Ive been mostly quiet on my 10% $SPCB position and didnt get much engagement from the below diligence but think this is shaping up to be a potentially monumental opportunity. Essentially the market believes this is a fraudulent company given their strange press releases and Ive been mostly quiet on my 10% $SPCB position and didnt get much engagement from the below diligence but think this is shaping up to be a potentially monumental opportunity. Essentially the market believes this is a fraudulent company given their strange press releases and"
X Link 2026-01-28T22:55Z [----] followers, [----] engagements

"Biggest open question in my portfolio is whether $STO.AX Santos will finally comply (after [--] years of delays) with completing Dorados FID this year. Ideally also selling part of its position. Being $CVN.AX Carnarvons main asset and with 6% of the fund allocated here (main position). My assumption is that they will mainly to push the price of the asset higher and sell part of it. This can send very quickly $CVN.AX share price to the high 20s - low 30s (currently at 15p) either before or after the asset / company is sold. In any case worst case scenario is well covered with 10p in cash."
X Link 2024-12-27T18:26Z [----] followers, [---] engagements

"Meridion has started today to build a position in a company that I am quite sure nobody has ever invested in Spain. I checked some of the top retail brokers and it is not available (hence nobody has asked for it). It is not such an esoteric market UK AIM with a 200M market cap 35% free float and 500k daily liquidity. It is not the first time this happens to me and it has no relevance at all but it makes me realize how far I am in general from mainstream stocks in the market. Very good prospects btw I intend to disclose more details soon"
X Link 2025-03-24T19:33Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing