[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@cryptocobasis "'the hut group' 'lending circle' 'deliveroo' 'royal mail' 'ocado' . list goes on and on: of pensioners' involuntary 'treasury for shares' swap ("ipo") . as shares then tank. collusion between pension managers/bankers. at our expense"
X Link @cryptocobasis 2025-10-30T15:14Z XX followers, XXX engagements

"#REIT update: canadian apartment relative down by 1/4 since 2025 - approaching all-time low set in 2010. at 12x sales: still discounting '+26% op. profit growth' - when half-yearlies are trending at -18%. C$10/share = growth rate being achieved v. XXXXX last trade. $SPX"
X Link @cryptocobasis 2025-10-27T18:58Z XX followers, XX engagements

"steel sector update $MT arcelor: of $3.3bn fcf $1.9bn was from w/c falling $580m on divs v $1300m on buybacks. at $XX trades at 0.9x strip whereas 0.1-0.2x strip seems appropriate (minus $X to plus $X per share.)"
X Link @cryptocobasis 2025-10-27T10:29Z XX followers, XXX engagements

"smurfit westrock/kappa update: $SW. company still at 1.2x strip: market cap $18.9bn/net debt $13.2bn 0.3-0.4x strip seems more likely (-$15 to -$10/share) $SPX"
X Link @cryptocobasis 2025-10-30T19:19Z XX followers, XXX engagements