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@puppyeh1 Avatar @puppyeh1 Jeremy Raper

Jeremy Raper posts on X about $pghax, debt, $aqzax, investment the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence #

Social category influence finance XXX% countries XXXX% cryptocurrencies XXXX% stocks XXXX%

Social topic influence $pghax #1, debt 0.78%, $aqzax 0.78%, investment 0.78%, $clbt #4, imo #348, $eduax #1, greece 0.39%, italy 0.39%, $minax XXXX%

Top accounts mentioned or mentioned by @abroninvestor @respeculator @travislundyasia @therealdavey2 @moneyofminepod @joinyellowbrick @oddhootcapital @keubiko @kingdomcapadv @fishtowncap @student40608386 @twebs @bowtiedstocks @altaycapital @ladysurfer2000 @ausnotes @secretlyaninja @iancassel @bkaellner @sagapartners

Top assets mentioned Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) ArchLoot (AL) The Official XX Coin (67) SPDR S&P XXX ETF Trust (SPY) SPDR GOLD ETF (GLD)

Top Social Posts #

Top posts by engagements in the last XX hours

"Manly on an early summers dayremind me why we need to go to Greece or Italy ❤"
X Link @puppyeh1 2025-10-19T01:18Z 50.3K followers, 8986 engagements

"Latest on $PGH.AX Pact Group.for those still following/interested.not a surprise to see stuff like this now its delisted.my detailed thoughts below"
X Link @puppyeh1 2025-10-20T10:33Z 50.3K followers, 17K engagements

"If you're $MIN.AX here what do you sell first - more assets or more equity Painfully obvious they need to raise $$ in next six months. They have $2.1bn debt maturing in 2027 - incl $800mm revolver in 1H - that they would be insane to let go current (ie they need to refi before mid-2026). Keep in mind CY leverage is 7x"
X Link @puppyeh1 2025-03-19T00:55Z 50.2K followers, 18.2K engagements

"Is cliff sosin a good investor Genuine question. What is the right way to assess his track/portfolio construction objectively Prompted by the excellent Andrew Walker/Artem folkin pod discussion that just went up"
X Link @puppyeh1 2025-08-21T22:53Z 50.3K followers, 75.7K engagements

"3) issue is capitalization. Biz is overcapitalized - XX% debt/assets - and openly decrying how expensive aircraft are and - with avg lease yields back up nr XX% and refi optionality likely tapped this yr - it doesnt make sense to grow the fleet (imo) at lower LRFs"
X Link @puppyeh1 2025-10-05T23:37Z 50.3K followers, XXX engagements

"Hence the pivot to buybacks with excess cash and or further asset sales to monetize the extra $88mm in value (per last valn analysis) available if assets sold in market. third-party interest in the co seems likely too (timeline uncertain) given $AL sale obvious synergy"
X Link @puppyeh1 2025-10-05T23:37Z 50.3K followers, 4196 engagements

"Meaning if the obvious value is there and there is reasonable liquidity/openish registers these unlocks will happen and mkt will increasingly price them EVEN BEFORE activists get what they want. Sun Corp px action is instructive (and yes theres a specific history here I am skipping over)"
X Link @puppyeh1 2025-10-13T22:45Z 50.3K followers, XXX engagements

"Recall Qantas tried to buy it at 20x P/E DD multiple of EBIT etc in 2022.but got blocked by the regulator"
X Link @puppyeh1 2025-10-14T01:57Z 50.2K followers, 1407 engagements

"$AQZ.AX is just finishing up a big capital investment program but should delever rapidly now (this was key overhang last year or so)"
X Link @puppyeh1 2025-10-14T01:57Z 50.2K followers, 1530 engagements

"Anyone know where I can get my hands on a copy of the Carma IPO prospectus Cant find online for some reason 🙏🙏"
X Link @puppyeh1 2025-10-14T21:45Z 50.3K followers, 5694 engagements

"If Cosette had half a brain here they would offer to waive all conditions and close immediately at say $XXXX or something (ie token cut) rather than end up going to Delaware (or hoping against hope for FIRB) and then losing. $MYX.AX"
X Link @puppyeh1 2025-10-15T08:58Z 50.3K followers, 7289 engagements

"@ALawrence718 Haha was that him or his neighbor That was hilarious that feud with the hedge fund guy"
X Link @puppyeh1 2025-10-17T22:02Z 50.3K followers, XXX engagements

"This Sun Corp $6736.T vs Celebrite $CLBT rel value unlock is a pretty good example of the kind of value available in Japan that just didnt happen a few yrs ago. massive H/T to @ClarkSquareCap who nailed this one. I made no $$ here but its pretty instructive in what to look for imo"
X Link @puppyeh1 2024-06-12T04:16Z 50.3K followers, 64K engagements

"$IEL.AX out here trading at 20x EV/EBIT w/ earnings cratering and a cpl turns of leverage and ol mate $EDU.AX still out here growing 100%+ trading at 2x EV/EBIT.🤷♂🤷♂"
X Link @puppyeh1 2025-06-03T00:00Z 50.3K followers, 10.5K engagements

"Now we know why $EDU.AX wasn't mooning despite the yuuge bback execution.main shareholder took profit sold X% of the co in three days.but is done for now. What's going to happen as $EDU.AX keeps powerlifting another 10mm+ shs w/ no natural seller"
X Link @puppyeh1 2025-09-23T23:53Z 50.3K followers, 51.5K engagements

"Activists now control almost half the co.and yes Value Act is a 'big name' in the context of a mid-cap like this.but they haven't actually done anything (yet) and stock is already trading at NAV or close enough.given $CLBT stake post tax is worth 220bn imo"
X Link @puppyeh1 2025-10-13T22:45Z 50.3K followers, 3773 engagements

"Took a position in $AQZ.AX. Surprised its not up more on this PEP interest article. Stock is cheap. 6x EPS 6-7x EV/EBIT 3.5x EV/EBITDA. Crucially tangible book is $XXXX or so and the biz has never been cheaper than now"
X Link @puppyeh1 2025-10-14T01:57Z 50.3K followers, 25.6K engagements

"Has anyone rebased the go-goest parts of the market (eg NDX100 etc) denominated in Gold over the last 10/20yrs I think market returns in gold terms overall have been negative but interested to see how the magnificent X et al have done. Really makes you think"
X Link @puppyeh1 2025-10-17T01:41Z 50.3K followers, 8857 engagements

"@bowtiedstocks Yep. Will have to see the details (if available) but a dollar gets a dime the purchase accounting will be wildly favorable to the non-Pact assets in the mix"
X Link @puppyeh1 2025-10-20T10:57Z 50.3K followers, XXX engagements

"Victoria is a failed state. Absolute lawlessness. If you live there you should leave"
X Link @puppyeh1 2025-10-16T22:44Z 50.3K followers, 7810 engagements

"Does anyone follow $HMY.AX Harmoney Looks v cheap on first glance. Mkt cap is $97mm; they are guiding $12mm NPAT in CY growing 100%.so 8x P/E. Moreover the loanbook is only growing HSD (ie not wildly unsustainble) and C/I metrics look best in class (20%). Small pos still doing DD but couldn't this trade mid-teens PE easily given growth rates Wildly cheaper than anything else similar (Sezzle Zip etc) even if quite small"
X Link @puppyeh1 2025-10-20T22:19Z 50.3K followers, 5476 engagements

"Another parent/sub takeout in .Idemitsu Kosan taking out Fuji Oil Co $5017.T.price is meh and likely gets bumped. But in 5yrs there will be no listed subs and all of these will have been sold to PE/taken out by their parents and the opportunity will be gone"
X Link @puppyeh1 2025-09-16T23:27Z 50.3K followers, 5979 engagements

"$HUM.AX Renaissance Cap now on the tape up to 7.2%.obvi paid well north of 58c for most (all) of those additional 6mm shares. 65c obviously a non-starter; same for 70-75c.🤔"
X Link @puppyeh1 2025-10-13T08:16Z 50.3K followers, 10.1K engagements

"Work from resort in full session up here 🤪🤪"
X Link @puppyeh1 2025-10-08T05:17Z 50.3K followers, 7946 engagements

"My response rate to cold-email transaction pitches is close to X% but honestly this one had me going a little bit13% on a 2nd mortgage in Point Piper with XX% total LTV What could go wrong 🤪"
X Link @puppyeh1 2025-10-16T02:24Z 50.3K followers, 8106 engagements

"Just to give some context here. $PGH.AX at delisting was valued at 4.3x EV/EBITDA. It seems the Asian assets are now being marketed at 15x EV/EBITDA (estimated bit of a SWAG). Even assuming unfair apportionment on proceeds post sale $PGH.AX consolidated EBITDA will fall 15-20% but they will reduce net debt by $600-800mm - ie almost the entire EV of $PGH.AX at delisting. 4x residual EBITDA (about $200mm) with net cash of $100mm (rather than net debt of $500mm as of delisting) would imply a stock price of $2.6/share. Keep in mind Geminder last bid 5.5x EV/EBITDA (on his numbers) a couple of"
X Link @puppyeh1 2025-10-20T22:27Z 50.3K followers, 6775 engagements