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Divergent Capital posts on X about acquisition, $tpb, $100b, $hon the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence countries XXX% finance XXX% stocks XXX% cryptocurrencies XXX% exchanges XXXX% travel destinations XXXX%
Social topic influence acquisition #544, $tpb #3, $100b 1.3%, $hon #16, targets #837, japan 1.3%, $8697t #1, india 0.65%, $hemst 0.65%, $301m XXXX%
Top accounts mentioned or mentioned by @jktadave @smartonecapital @quantcompounder @at50w50882 @rocksover @andrewcoye @cmo040958 @sfarringtonbkc @allcapallstrat @yzyg0 @anton826237141 @3plantey2 @micromaniaadamo @bizalmanac @orrdavid @prinsengrachtda @f16g61s1g61 @joinyellowbrick @larryjamieson_ @lastprince416
Top assets mentioned Heroes of NFT (HON) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Freeport-McMoRan Inc (FCX) General Electric Company (GE)
Top posts by engagements in the last XX hours
"2) Near term catalyst - NP production onshoring. Currently imported from India. George Baxter of Sabrepoint Capital estimates onshoring could reduce production cost per can from $XXXX to $XXXX per (-49%). $XXXX cost does not include XX Aug'25 India tariff. (2/n)"
X Link @Divergent7651 2025-10-09T08:42Z 2949 followers, XXX engagements
"A good concise write up of Hemnet $HEM.ST"
X Link @Divergent7651 2025-09-15T04:30Z 2949 followers, 1206 engagements
"Some brief thoughts on $TPB: 1) Large and increasing exposure to nicotine pouches: XX% of revs ($30.1M) in Q2'25 XX% QoQ growth ($22.3M) XXX% YoY growth guiding $100-$110M sales for FY25 (1/n)"
X Link @Divergent7651 2025-10-09T08:42Z 2949 followers, 1740 engagements
"3) There are multiple precedents for significant value creation arising from separation including GE United Tech and Ingersoll Rand. 4) Elliott sees automation and aerospace being $100B entities respectively. (2/n)"
X Link @Divergent7651 2025-09-01T05:26Z 2946 followers, 3951 engagements
"Increasing demand for copper-manganese sputtering targets are a potential AI-related tailwind for $HON Solstice Advanced Materials spin"
X Link @Divergent7651 2025-10-12T10:58Z 2949 followers, 12.3K engagements
"Thinking about possible $CPH.TO acquisition targets just for fun. Soolantra actually sounds like quite an interesting candidate"
X Link @Divergent7651 2025-10-12T15:35Z 2949 followers, 2524 engagements
"$ALSN $DAN proposed acquisition now approved in South Africa. Slowly but surely gaining regulatory approvals. U.S. still to come"
X Link @Divergent7651 2025-10-15T09:54Z 2949 followers, XXX engagements
"$FCX long-dated options are cheap 🤔"
X Link @Divergent7651 2025-10-12T10:51Z 2949 followers, XXX engagements
"@MicromaniaAdamo Management's objective is to double EBITDA from here. I think that's achievable in the next 1-2 years. Main drivers will be Natroba U.S. market share capture another acquisition and Natroba licensing"
X Link @Divergent7651 2025-10-12T08:14Z 2944 followers, XX engagements
"Thinking about how to sift through Japan it occurred to me that you could try to find the Japanese counterpart of great business models. One name that came up is Japan Exchange Group ($8697.T) the owner and operator of the Tokyo Stock Exchange among others. (1/n)"
X Link @Divergent7651 2025-09-22T02:43Z 2949 followers, 8070 engagements
"Some interesting excerpts from Elliott's letter to $HON management: (1/n) 1) $HON has a portfolio of market leading assets with aerospace being its crown jewel. 2) $HON trades at a material discount to every single one of its diversified industrial and aerospace peers"
X Link @Divergent7651 2025-09-01T05:26Z 2949 followers, 61.1K engagements
"Some names that look interesting to me: Japan exchange Group $8697.T - Japan tailwind Turning Point Brands $TPB - Increasing nicotine pouch exposure Baltic Classifieds Group $BCG.LN - pricing power Dalrymple Bay Infrastructure $DBI.AX - pricing power Anyone across these"
X Link @Divergent7651 2025-10-07T10:23Z 2949 followers, 1757 engagements
"@PrinsengrachtDA Elliott owns GCI Liberty"
X Link @Divergent7651 2025-10-08T16:56Z 2949 followers, XX engagements
"7) Automation trades at 16.7x EBITDA - CapEx compared to an industrial peer set that trades between 17.1x and 25.5x. Elliott assumes multiple of 18.5x NTM EBITDA - CapEx in upside case. (5/n)"
X Link @Divergent7651 2025-09-01T05:27Z 2950 followers, 3166 engagements
"8) In sum Elliott sees upside potential of 51%-75%. Per share value of $330-$383 by end of 2026. 9) Ingersoll Rand spinoff generated $100B of value; United Technologies $140B; and $GE $150B of value. (6/n)"
X Link @Divergent7651 2025-09-01T05:27Z 2949 followers, 6883 engagements