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@LaTranquillum "11/ Bottom line: XXX net leverage EV/EBITDA XXX on mid-cycle downside is cushioned; upside torque is to premiums and alumina spreads. Norsk Hydro is a mid-cycle cash compounder with tariff optionality. That shouldnt be a thing and yet- 2025 🔚 $NHY.OL @joinyellowbrick"
X Link @LaTranquillum 2025-08-26T09:52Z XXX followers, XXX engagements

"7/ An independent valuation by BDO put unit at 20.5m. For reference the Group EV is 12m. Even if Germany is the only mature profit engine the call option for growth outside should be worth something. Even after applying discounts friction costs and total cynicism"
X Link @LaTranquillum 2025-10-17T09:59Z XXX followers, XXX engagements

"Tomra $TOM.OL is a play on ESG momentum: deposit-return recycling mandates and food sorting automation. But these are capex-dependentthey depend on gov't action which slows in times of deficit hawkishness or social unrest. Let's see if the narrative matches the numbers. 🧵"
X Link @LaTranquillum 2025-07-21T09:33Z XXX followers, XXX engagements

"TL;DR: AutoStore is the McDonalds of warehouse roboticsstandardized scalable recurring-rev capital-light high-margin and backed by powerful tailwinds. Watch the backlog (NOK XXX B) & project pipeline for continued momentum into 2025"
X Link @LaTranquillum 2025-05-17T16:02Z XXX followers, XXX engagements

"4/ Lets audit those red flags. First customer concentration: the top two customers (likely MTN Group America Movil) account for XX% of revenue. Second receivables: Nearly half are overdue with XX% more than a year old. Provisions run at 9.6%; the industry norm is 2-3%"
X Link @LaTranquillum 2025-10-10T09:45Z XXX followers, XXX engagements

"$AUTO $AUTO.OL AutoStore: the Norwegian robotics co. that turned warehouses into tech-enabled franchises for B2B essential services. Standardized repeatable ops via modular bins + botsno more forklifts just software and robotics"
X Link @LaTranquillum 2025-05-17T16:01Z XXX followers, XXX engagements

"5/ Germany is Talkpools reliable cashcow: it focuses on fixed-network planning for operators permitting wayleaves with property owners and construction-ready plans. The paperwork-to-build niche aligns with its positioning as a specialist partner to large incumbents"
X Link @LaTranquillum 2025-10-17T09:59Z XXX followers, XXX engagements

"3/ It's a digital BSS/OSS vendor with an increasingly license/ARR-tilted mix. Think of it as a keeper of telecom billing customer mgmt and the stuff between. The industry leaders are Amdocs and Netcracker who charge EBITDA multiples typically north of 10x. Tecnotree Just 2.8x"
X Link @LaTranquillum 2025-10-10T09:45Z XXX followers, XXX engagements

"Key risk drivers i) Rising net-debt/EBITDA (3) in a high-rate SEK environment. ii) Exposure to Swedish housing downturn via Building Materials. iii) Steel energy costs can hurt its margins and Nordic consumer and business confidence all ride the volatile macro currents. /4"
X Link @LaTranquillum 2025-07-14T14:26Z XXX followers, XXX engagements

"ESG bonus: compact vertical storage cuts real-estate footprint slashes energy per pallet move and extends asset life. Automation doesnt just save dollarsit saves carbon. And it is on a path to become a quality capital-light high-ROIC innovator in B2B essential services"
X Link @LaTranquillum 2025-05-17T16:01Z XXX followers, XXX engagements

"$VOLO.ST trades on roughly XX trailing EBITDA while the cool-kids peer setAddtech Indutradeparty at 2530. Humbler distribution cousins Bufab and Bergman & Beving loiter at 1518. Still catalysts beat headwinds. And there certainly is one lurking under its trench-coat. /5"
X Link @LaTranquillum 2025-07-14T14:26Z XXX followers, XXX engagements

"Aluminum isnt just for soda cans and jets. In 2025 its a tariff tale premium play ESG parable and power-market hedge. Norsk Hydro $NHY.OL a century-old Norwegian aluminum giant looks oddly well-positioned as monetary policy drifts dovish & trade policy swerves non-stop 🧵"
X Link @LaTranquillum 2025-08-26T09:52Z XXX followers, 3253 engagements

"6/ 2023 revenue grew XX% to 4.2m sending 1m to HQ in 2023. 2024 annual report reiterates profitability and says it again contributed 1m with XX% organic growth. A 5-year 17.5m agreement w/ Deutsche Telekom shifted the mix toward fiber planning"
X Link @LaTranquillum 2025-10-17T09:59Z XXX followers, XX engagements

"8/ Would there be any growth outside Germany Well its recent US market entry is in CEO-speak transformational. It entered with an anchor partner MasTec $MTZ won a service contract for fiber deployment $1m in year one; paves the way for a broader market entry"
X Link @LaTranquillum 2025-10-17T09:59Z XXX followers, XX engagements

"10/ Execution-wise Extrusions margins need defending end-markets (transport auto) remain patchy. For now mgmt gets a gold star; Capex cut hiring freeze and targeted improvement programs (automations greener product upcharges) well executed vs stated financial guardrails"
X Link @LaTranquillum 2025-08-26T09:52Z XXX followers, XXX engagements