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@kingdomcapadv Kingdom CapitalKingdom Capital posts on X about $unfi, $aiv, debt, unfi the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance XXXXX% cryptocurrencies XXXXX% stocks XXXXX% countries XXXX% currencies XXXX%
Social topic influence $unfi #4, $aiv #4, debt #1386, unfi #3, dividend 4.44%, $24b 4.44%, market cap 4.44%, $18b 4.44%, $15b 4.44%, $14b XXXX%
Top accounts mentioned or mentioned by @secretlyaninja @andrewrangeley @leevalueroach @violacapital @roojoo3 @andrewstepner @stokedonwaves @julianklymochko @thenarrenschiff @investspecial @dkbilson @toffcap @sekrah @fishtowncap @lundeenne @returnoncap @acidinvestments @marginofdanger @acapitallp @stockspinoffss
Top assets mentioned Unifi Protocol DAO (UNFI) Apartment Investment and Management Company (AIV) Ardagh Metal Packaging S.A. (AMBP) a.k.a. Brands Holding Corp. (AKA) Wise (WISE) Remitly Global, Inc. Common Stock (RELY) Solana (SOL) Alpha Metallurgical Resources, Inc. (AMR)
Top posts by engagements in the last XX hours
"Plenty of high yielding stuff out there with hair often make poor longs b/c distress. What's some 10%+ yield today that's misunderstood by market Will accept equity/pref/debt ideas. For example I've been pretty vocal on $UNTC kind of expect a $AMBP or $BW pref submission"
X Link 2025-09-05T20:01Z 11.3K followers, 7784 engagements
"If markets were efficient one might expect $AIV to trade down from $XXXX yesterday by $XXXX less some 0-20% bump to account for investors dodging the dividend for tax purposes and getting back in. Instead stock now down more than dividend"
X Link 2025-10-16T17:51Z 11.3K followers, 3581 engagements
"At $XX $UNFI is a $2.4B market cap $1.8B net debt. FY26 guide takes that to $1.5B likely $1.4B after insurance & asset sales not in guide. Expect EBITDA to come in at $700m vs "high confidence $665m midpoint. I still think you're paying under 5.5x here"
X Link 2025-10-22T14:21Z 11.3K followers, 18.9K engagements
"Looks like $AKA hit a speedbump getting supply out of China in Q3 low inventory driving a small sales decline. Management confirms Q4 has returned to growth. On the plus side they bought back XX% of the float in Q3:"
X Link 2025-11-05T21:56Z 11.3K followers, 2985 engagements
"Whats the last time a stock was heavily shorted squeezed and became some kind of a durable operating business that the shorts were wrong about"
X Link 2025-07-23T04:19Z 11.3K followers, 26.5K engagements
"Is it finally $AIV time"
X Link 2025-10-17T12:06Z 11.3K followers, 4137 engagements
"Im sure $WISE and $RELY are terrified"
X Link 2025-10-28T16:55Z 11.3K followers, 3235 engagements
"Per $NVRI call: Base case is close to $XXXXX distribution (14.50-16.50 range) New Enviri would have $135m adjusted EBITDA based on FY25 guide (w/ steel having bottomed) maybe 2.5x EV/EBITDA value for SpinCo here"
X Link 2025-11-21T14:13Z 11.3K followers, 4079 engagements
"@marginofdanger @ACapitalLP @stockspinoffss Realized IRR doing a lot of lifting here when they ignore taxes on the Fortegra deal. Don't disagree they've done a decent job but the overhead & inefficient tax approach has destroyed a lot of otherwise good execution"
X Link 2025-12-08T19:14Z 11.3K followers, XXX engagements
"What I assume it feels like to bet against $UNFI and Matteo Tarditi"
X Link 2025-12-02T12:03Z 11.3K followers, 2792 engagements
"@secretlyaninja If you have an active buyback authorization and a desire to buy shares why on earth would you telegraph it"
X Link 2025-12-10T18:25Z 11.3K followers, XXX engagements
"@JulianKlymochko Theres $3m inside $PFX"
X Link 2025-10-05T01:52Z 11.3K followers, 3042 engagements
"At $XX $UNFI is a $2.1B market cap $1.8B net debt. FY26 guide takes that to $1.5B likely $1.4B after insurance & asset sales not in guide. Expect EBITDA to come in at $700m vs "high confidence $665m" midpoint. I still think you're paying 5x here"
X Link 2025-11-17T19:09Z 11.3K followers, 27.1K engagements
"@AndrewRangeley Gotta be $ALTS"
X Link 2025-12-03T21:23Z 11.3K followers, 1864 engagements
"$730m of EBITDA is AHEAD OF THE STREET $800m of FY28 EBITDA is AHEAD OF THE STREET These are high confidence achievable financial targets Lot of panicans exiting $UNFI today"
X Link 2025-12-10T19:48Z 11.3K followers, 7653 engagements
"Especially with the recent recovery appears $UNFI is trading with a basket of SNAP-impacted securities despite very little actual exposure to the program"
X Link 2025-11-12T21:02Z 11.3K followers, 3852 engagements
"To get in front of the ongoing DMs: No I don't know why $UNFI is down. Maybe people are jumpy before earnings No I have no reason to think they would set up an earnings report before an investor day and wildly disappoint. Yes I thought the guidance was conservative"
X Link 2025-12-01T18:42Z 11.3K followers, 11.8K engagements
"$105m Y/Y cash flow improvement XX% EBITDA growth Y/Y No ongoing weakness to call out from cyber attack Looks like $UNFI was fine after all"
X Link 2025-12-02T12:09Z 11.3K followers, 9989 engagements
"Sell-side coverage on $UNFI is pathetic. Take CFRA's updated numbers this week which appear to be modeling an annual cyber attack in Q4 going forward ()"
X Link 2025-12-03T20:47Z 11.3K followers, 5966 engagements
"Alright lets do this"
X Link 2025-12-10T14:00Z 11.3K followers, 13.2K engagements
"@secretlyaninja They have publicly committed to getting leverage down I dont get what they gain by publicly committing to a buyback before it is time. If the stock stays down they get the opportunity. If it goes up people will whine less. Win-win"
X Link 2025-12-10T21:20Z 11.3K followers, XXX engagements
"Kind of impressed $AMR just punted on discussing 2026 contracting"
X Link 2025-11-06T12:58Z 11.3K followers, 4920 engagements
"Taking a look at the low end of the $AIV liquidation range for those following"
X Link 2025-11-13T04:06Z 11.3K followers, 9927 engagements
"Refining $AIV for those that care: $X a share coming from Brickell path to close now laid out. So low end of range is $3.75*150 = $562m value Lets say $90m NOI ($788m debt) plus 34th which we mark at $30m ($18m expected NOI $XXX remining debt/development costs so XX% cap rate X years out) Preferred and development pipeline cancel each other out (150m each) Remaining cash/notes/investments cancelled by other liabilities and placeholder for wind down costs (180m each in total) and this includes stuff like the fake $33m mezz liability So ($90m *94% (property management) / cap rate) -$788 = $532"
X Link 2025-11-13T15:48Z 11.3K followers, 7540 engagements
"Hope to see some of you at $UNFI investor day"
X Link 2025-10-28T14:58Z 11.3K followers, 2606 engagements
"As we sit at $XX on $NLOP: End of Q3 cash: $40m Plus subsequent Q4 sales/vacancy/rent payments: $60m (coming back from $XXXX dividend) Think remaining worth $500m (half currently on market/under contract) - XX cap Need $310m net after dividend comes out to break even - XX cap"
X Link 2025-12-02T20:32Z 11.3K followers, 17.1K engagements
"@secretlyaninja If only there was a buyback authorization active and a leverage target set to be hit this year"
X Link 2025-12-10T15:30Z 11.3K followers, XXX engagements
"@WaterworldCapi1 Yeah frankly disappointed that people were focused on Powell and not UNFI"
X Link 2025-12-11T00:11Z 11.3K followers, XXX engagements