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@gauravphoenix "Barry Callebaut $BARN.CH CEO: we need to reduce our debt to a reasonable level. We're in talks with the banks about this and have already announced concrete measures CFO: I have the comfort that we can get to our leverage agenda without needing to intervene on that. What shareholders might think about that is not really up to me to judge that. This is sheer stupidity. You know your debt will come down if you pay it off and cut dividend. Constant payout ratio is idiotic. Businesses will see good days and bad days it is part of the game. By keeping dividends payout ratio constant you are"
X Link @gauravphoenix 2025-10-01T03:56Z XXX followers, XXX engagements

"Exited my $CQP position today had a great run in the last six months I wanted to hold it forever but finding much better opportunity with $MNR. Besides $CQP has decent risk with respect to most of the business being concentrated in a small geographical area"
X Link @gauravphoenix 2025-03-14T18:00Z XXX followers, 1522 engagements

"Cheniere also owns $CQP in MLP format. I used to own it but dropped the position due to location concentration and they still have something called as IDRs while other MLPs no longer do. I prefer $MNR (it is a MLP)-I think more than XX% of rev now comes from gas and they recently made a beefy m&a and will have exposure to permian gas"
X Link @gauravphoenix 2025-07-28T15:20Z XXX followers, XXX engagements

"if there main growth driver is indeed US and the organic growth is flat and their home market in EU is stagnant the current PE of XX feels quite pricy. for context $GEBN operating income is mostly flat in the last few years and that trades at PE of XX so I don't understand what investors are seeing that at PE of XX. totally love the brand and would surely buy at the right valuation"
X Link @gauravphoenix 2025-08-14T00:45Z XXX followers, 5147 engagements

"Harju Elekter ($HAE1T.TL) looks interesting currently trading below its book value. The company manufactures electrical equipment such as substations and primarily serves the Finland Sweden Norway etc. region. The market has been soft due to factors beyond their control as Nordic distribution system Operators (DSOs) undergo capex normalization cycles. What caught my attention is that only X% of Harju Elekters assets are intangible including a XXX% equity stake in Skeleton Technologies Group an Estonian company specializing in supercapacitors for data centers and other applications. Harju"
X Link @gauravphoenix 2025-10-15T17:01Z XXX followers, XXX engagements