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@kab604 "Ashtead Tech adj. EPS up XX% move from AIMmain early Oct. After a weak Q2 (stop-work in US wind tariffs uncertainty) activity is picking up. Used to be dearly valued now trading like a shitco despite DD growth & XX% ROIC strong customer backlog & X% forecast mkt growth"
X Link @kab604 2025-08-26T06:33Z 1761 followers, 4080 engagements

"@jefke00 He's a promotional bastard and keeps highligthing the great returns he has had on acquisitions despite ROE evolving like this (but actions suggests things might actually be changing a bit. Their 'plan' to acquire 2B of rev/year will perhaps be more grounded in ROI going fwd):"
X Link @kab604 2025-10-23T08:41Z 1760 followers, XXX engagements

"Rystad in apr: "Deepwater supply will outpace shale growth in the next few years . The key regions are the Gulf of Mexico the Guyana-Suriname Basin Brazil's pre-salt region and West Africa (Namibia and Angola). These areas have seen significant discoveries and investment""
X Link @kab604 2025-10-23T09:03Z 1761 followers, XXX engagements

"Umicore was written up on VIC XX euro in '17. Today sub XX while slowing EV transition increases terminal value of catalysis business and export curbs benefit metals recycling biz. Core business with Big Tech Margins and less capital intensity (+40% and +80% ROIC)"
X Link @kab604 2025-06-04T07:33Z 1755 followers, 3271 engagements

"Umicore with a big guidance raise. Almost a double since the lows in April. Imagine if they sell the battery division and start showering shareholders with that prodigious free cash (or will the new CEO fund a new science project I don't think so fwiw. Has been cutting HQ.)"
X Link @kab604 2025-06-30T16:58Z 1757 followers, 3476 engagements

"Pluxee $plx wacked on political instability and fiscal worries (higher rates) in France. But should that increase odds of status quo (no big changes to meal vouchers) as well as increase value of float I don't own (cap allocation looks sjiiiiit/European) but interesting biz"
X Link @kab604 2025-09-09T08:49Z 1757 followers, 1068 engagements

"Anyone have BofA research on Beazley $bez.l Thanks"
X Link @kab604 2025-09-15T11:24Z 1758 followers, XXX engagements

"Another free ad for Beazley PLC $bez.l"
X Link @kab604 2025-09-25T09:17Z 1758 followers, XXX engagements

"So these fellas just sold and leased in their permanent gold inventory for a cool 410m euro h/t @jefke00. That wasn't in my model (I don't have one) but talk about low hanging fruit"
X Link @kab604 2025-10-08T07:29Z 1755 followers, 1645 engagements

"Is it worries around stablecoins that has wacked most/all payment companies + increased competition Know the specific drivers at $fi $pypl $wex but don't really see why that matters much to say $cpay $four"
X Link @kab604 2025-10-09T13:02Z 1760 followers, XXX engagements

"@TomSmith839 Who's eating their lunch Have you looked at and have any thoughts on Nexi"
X Link @kab604 2025-10-14T11:40Z 1757 followers, XXX engagements

"@AskeladdenTX Have you looked into the performance of their outstanding ABS Or do we just assume they're just performing better as spreads have come in almost XXX bps since the peak Interest costs really dinged these fellas did you look at the benefit they might get as book gets rolled"
X Link @kab604 2025-10-20T07:46Z 1755 followers, XXX engagements

"@SamsammyClark @VikingVan100 People focus on BV and ROE to get to the earnings power which is what an investor is after. I'd just rather pay a low P/TBV for a cyclical company when earnings are depressed than 2x around what might be the cyclical high. TBV liquidation value which = downside protection"
X Link @kab604 2025-10-22T14:49Z 1758 followers, XX engagements

"When speciality chemicals hot again $IMCD disappointed (again) yesterday $AZE not exactly looking hot today either but expectations probably rather low"
X Link @kab604 2025-07-31T06:02Z 1760 followers, 1691 engagements

"How come Teleperformances' core biz is growing X% if AI is making CX companies obsolete $TEP.PA at XX% FCF yield whereas they recently sold bonds at 4.25%. Est 3B in FCF 25-27. In 2020 avg. client relationsship was XX years in 2024 it was XX years. Just canned from Cac40"
X Link @kab604 2025-09-17T06:52Z 1760 followers, 6032 engagements

"It's also funny how $TEP.PA got wacked on Klarna laying off customer service agents whereas it seems to matter little to sentiment that Klarna did a XXX as their customers hated autocomplete bots"
X Link @kab604 2025-09-17T09:37Z 1760 followers, 2264 engagements

"Day rates going up capital returns incoming (Q2 '26). Don't own other co's at 4x earnings/FCF X years' worth of backlog very solid capital structure) improving fundamentals. Obviously a shitco so buyer beware. Capital returns could XXX% of mkt cap in '26 + DD growth on top"
X Link @kab604 2025-10-21T09:21Z 1760 followers, 1096 engagements

"Lithia Motors bought back X% of shares in Q3🤑LFL Aftersales GP + 9%. Aftersales on fire at franchised dealerships which is and has been a multiyear story (which the mkt might be sleeping on. $lad"
X Link @kab604 2025-10-22T11:37Z 1761 followers, XXX engagements

"@VikingVan100 Trading above 2xTBV (maybe less with FV marks) which looks around historic highs. Insurance softening interest rates perhaps coming down. I don't know given leverage to rates a lot hinges on unknowns (rates insurance cycle). Much easier bet some years ago imo"
X Link @kab604 2025-10-21T18:35Z 1761 followers, XXX engagements

"I don't get Ashtead Tech. Anywhere I look customers/subsea suppliers talk about strength: Hunting PLC "Subsea . with a robust market outlook to 2028." TechnipFMC: "Subsea services was particularly robust representing one of the highest quarterly inbound levels ever achieved.""
X Link @kab604 2025-10-23T08:59Z 1761 followers, 1905 engagements

"@BrokenMoats They raised cheap funds during ZIRP (convert bond) and did small deals which have proven to be tremendous (VenueNext + Appetize). Basically sat on that pile of cash before valuations crashed then acted aggressively LTM (sorta like $CPAY). Isn't that what you wanna see"
X Link @kab604 2025-10-23T10:58Z 1761 followers, XX engagements

"$SLB on Q3: "We're happy with our subsea position. We'll be closing the year with growing both our booking and backlog to be ahead of last year both and to place us to a position where subsea should grow not in '26 but materially in 2027""
X Link @kab604 2025-10-23T10:36Z 1761 followers, XXX engagements

"$VAL in sept: We see a strong case for offshore drilling and particularly for deepwater. Our customers are increasingly turning to deepwater to meet their resource needs . We have seen a pickup in contracting yet the pipeline continues to fill up with additional opportunities"
X Link @kab604 2025-10-24T06:26Z 1761 followers, XX engagements