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@tclaugus2 Avatar @tclaugus2 Thomas Claugus II

Thomas Claugus II posts on X about $amcr, debt, $nomd, $flo the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

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Followers: XXXXX #

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Social Influence #

Social category influence stocks XXXX% finance XXXX%

Social topic influence $amcr #2, debt #1981, $nomd 1.85%, $flo 1.85%, $smpl 1.85%, $cag 1.85%, $gis 1.85%, $gpk 1.85%, $slgn 1.85%, take the XXXX%

Top accounts mentioned or mentioned by @kingdomcapadv @therealdonaldc3 @freightalley @nate93658762 @shaqer23 @idntmakethrules @geoffreykarren @cmo040958 @hhdynothing @skiingswimming1 @sportellosprea1

Top assets mentioned Amcor PLC (AMCR) Nomad Foods Limited (NOMD) Flowers Foods, Inc. (FLO) The Simply Good Foods Company Common Stock (SMPL) Change (CAG) General Mills, Inc. (GIS) Graphic Packaging Holding Company (GPK) Silgan Holdings Inc (SLGN)

Top Social Posts #

Top posts by engagements in the last XX hours

"$NOMD still no signs of support. Looks like it heads lower. Would like to see something in the chart that shows some buyers but not yet. Consumer staples have been pummeled ( $FLO $SMPL $CAG $GIS) look at those charts. That's why the packagers are continuing down as well. It's definitely not the trend is your friend in the consumer food staples that's for sure"
X Link @tclaugus2 2025-09-26T17:08Z 1988 followers, XXX engagements

"Forgot to add that despite the debt level the debt structure is better than $AMCR and they just price new long term debt in the low 4s which is very good"
X Link @tclaugus2 2025-09-26T14:17Z 1988 followers, XXX engagements

"A lot to report on packaging moves. I decided to cut $AMCR to under X% take the ST loss cut $GPK which has an SBS oversupply issue to around 3%. I rolled a lot of the dough into $SLGN. why similar valuation than $AMCR much higher US exposure (75%). Lower dividend payout allowing for debt paydown no SBS oversupply issue. Near or at XX wk low so its a pretty even swap and I feel good about the decision. All the best"
X Link @tclaugus2 2025-09-26T14:11Z 1988 followers, XXX engagements

"Lots of items to cover but 1st off $AMCR I don't think is any rocket stock but you get a X% div yield that is easily paid and a low valuation. Do think it could trade into the low $8s don't think below there but we never know. Took it up XX% here (Around 5%). Basically assume I'll make around XX% in the next XX months with dividend minimum. Now it does feel like $DOLE a bit from X years ago where I got to buy it at $X. Could break apart during tax loss selling season which is coming up. (Late September Early October). THIS WILL BE ON THE TAX SALE LIST FOR INSTITUTIONS. People will be like."
X Link @tclaugus2 2025-08-25T14:42Z 1988 followers, 1122 engagements

"$AMCR . Tough one. I wanted to use this as a double down stock in the XX week low time frame. I may do this but I cut it back to X% from X% a little while ago. I'm looking for a blow off low price to begin with. In my last post I discussed the problems $AMCR has with GLP1 and a weak European consumer. The other issue $AMCR faces is the high debt levels it has. This isn't always terrible per se but if you look at the maturities there is a lot of low cost debt that they will need to roll over in the next X years which makes it a more difficult call. This is why they are trying to sell off some"
X Link @tclaugus2 2025-09-24T12:48Z 1988 followers, 1178 engagements