@JonCukierwar Avatar @JonCukierwar Jon Cukierwar

Jon Cukierwar posts on X about $dur, investment, $dboto, to the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 41% countries 12% stocks 6% cryptocurrencies 2% currencies 2% exchanges 1% social networks 1% technology brands 1%

Social topic influence $dur 18%, investment 8%, $dboto #2, to the 6%, strong 5%, in the 5%, ceo 5%, $apr 5%, $kitw 5%, australia 4%

Top accounts mentioned or mentioned by @investspecial @joinyellowbrick @jrogrow @hindenburgres @qtrresearch @wallstcynic @breakoutpoint @natehindenburg @nasdaq @dylan522p @puffinancial @stoicalonso @ferglinger @blankinvestor @mirzayevemil @_kpeter12 @ragingbullcap @stockjabber @leslie1277932

Top assets mentioned aPriori (APR) DNP Select Income Fund Inc. (DNP) Credit Acceptance Corp (CACC) Rio Tinto plc (RIO) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last [--] hours

"Another quarter of strong results for D-BOX Technologies $DBO.TO +61% EBIT YoY +75% EPS YoY (Adj. for DTA tax benefit) +86() new screens in FY26 Q3 alone D-BOX added [---] new screens YTD through FY26 Q3 which we view as the most powerful driver of future profits. Most notably deferred revenues QoQ increased "over $3 million due to advanced deposits received in December for theatrical orders to be delivered and installed over the coming months." YTD theatrical system sales per screen of $100k we think implies a minimum [--] screens to be added in Q4 with zero credit given to new orders over"
X Link 2026-02-11T13:03Z 16.1K followers, [----] engagements

"Evaluating box office revenues QoQ -- and hence royalties -- at the seasonal trough is no different than evaluating Home Depot during winter months. Irrational. Even if D-BOX had [-----] screens tomorrow they would still see rising QoQ royalties in Q2 & Q3 and declining QoQ royalties in Q4 & Q1. And in case clarification is helpful for anyone the reason box office revenues are seasonal is because studios reserve their best blockbuster films for peak audience attendance windows which are summer and year-end holidays. For that reason Q2 and Q3 are often the strongest box office -- and hence"
X Link 2026-02-11T23:08Z 16.1K followers, [----] engagements

"Duratec $DUR acquires 100% of EIG Australia for A$9MM at 3.9x EV/EBITDA. Duratec gains a fuel infrastructure specialist in EIG that widens Duratec's service capabilities across its client segments Details: https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02973983-6A1276355&v=4a466cc3f899e00730cfbfcd5ab8940c41f474b6 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02973983-6A1276355&v=4a466cc3f899e00730cfbfcd5ab8940c41f474b6"
X Link 2025-08-01T14:01Z 16.1K followers, [----] engagements

"Duratec $DUR Western Australia naval bases highlighted by WSJ as key to U.S. in potential conflict with China over Taiwan. Duratec is a leading asset remediator for these naval bases where billions of dollars of work could be requested over the coming years: "For the U.S. the arrangement offers a crucial advantage for a potential conflict with China. The U.S. bases submarines at Guam but China could hit the U.S. territory with a missile barrage early possibly knocking out the islands military facilities. Doing submarine maintenance in Western Australia also gives the U.S. another option for"
X Link 2026-02-09T17:36Z 16.1K followers, [----] engagements

"Disclaimer: This information is not intended to be and does not constitute investment or financial advice. You should not make any decision based on the information presented without conducting independent due diligence. Sohra Peak Capital Partners LP and/or its affiliates hold a position in the security mentioned and may change that position at any time. Please carefully read the disclaimer included and linked in my profile biography. https://twitter.com/i/web/status/2020914904040120442 https://twitter.com/i/web/status/2020914904040120442"
X Link 2026-02-09T17:37Z 16.1K followers, [----] engagements

"$DBO.TO another open market insider purchase for C$104000 at $0.80/sh by board member Lori Tersigni $DBO.TO $DBOXF Large insider purchase of 130k shares at $0.80/share https://t.co/G2UwxdVqNa $DBO.TO $DBOXF Large insider purchase of 130k shares at $0.80/share https://t.co/G2UwxdVqNa"
X Link 2026-02-15T21:50Z 16.1K followers, [----] engagements

"Disclaimer: This information is not intended to be and does not constitute investment or financial advice. You should not make any decision based on the information presented without conducting independent due diligence. Sohra Peak Capital Partners LP and/or its affiliates including myself hold a position in the security mentioned and may change that position at any time. Please carefully read the disclaimer included and linked in my profile biography. https://twitter.com/i/web/status/2023152943415845052 https://twitter.com/i/web/status/2023152943415845052"
X Link 2026-02-15T21:50Z 16.1K followers, [----] engagements

"Do investors think founders should take 100% of their equity to the grave Makes for worthwhile discussion but if you are confident there is no nefarious activity under the hood I've always found it reasonable for a founder CEO in old age to take a few chips off the table"
X Link 2023-09-19T01:22Z 16.1K followers, 28.6K engagements

"@JRogrow $CACC"
X Link 2023-09-19T01:31Z 13.7K followers, [---] engagements

"American Coastal $ACIC a lot of questions this morning surrounding the 8MM shares equity issuance. I thought I'd share some of my thoughts here to help clarify what I view as the likely reasons behind the issuance as well as why I view this as a net positive development"
X Link 2023-09-28T16:05Z 16.1K followers, 38.8K engagements

"The hypothetical estimates in the table below illustrate the mechanics at work and how AmCo's outputs change as a result of this equity issuance:"
X Link 2023-09-28T16:05Z [----] followers, [----] engagements

"As you can see this equity infusion allows AmCo to meaningfully reduce its quota share while still maintaining a healthy statutory surplus ratio. BVPS and TBVPS increase while EPS remains trajectory remains unchanged as dilution is offset by increased profits"
X Link 2023-09-28T16:05Z [----] followers, [----] engagements

"Bigger picture we should remember that management had a near death experience less than a year ago and this stock traded for just $0.29/sh. It seems fair for management to take this opportunity to strengthen the balance sheet while maintaining per-share profitability"
X Link 2023-09-28T16:05Z [----] followers, [----] engagements

"Disclaimer: The information in this thread is not intended to be and does not constitute investment or financial advice. You should not make any decision based on the information presented without conducting independent due diligence"
X Link 2023-09-28T16:05Z [----] followers, [----] engagements

"Disclaimer (continued): Sohra Peak Capital Partners holds a position in the security mentioned and may change that position at any time"
X Link 2023-09-28T16:05Z [----] followers, [----] engagements

"Dino Polska $DNP exploring the addition of gas stations to its store properties "The company is currently looking for a fuel specialist in Dino. As we read his responsibilities will include assisting in projects related to the development of the Dino network in the gas station area." https://www.moviesonline.ca/a-large-discount-chain-may-have-its-own-gas-stations/ https://www.moviesonline.ca/a-large-discount-chain-may-have-its-own-gas-stations/"
X Link 2023-10-26T14:36Z 16.1K followers, 25K engagements

"Dino Oil Sp. z o.o. has been a longstanding subsidiary under the corporate umbrella:"
X Link 2023-10-26T14:36Z [----] followers, [----] engagements

"Wishing everyone a Happy Thanksgiving 🍁🦃"
X Link 2023-11-23T16:06Z 16.1K followers, [----] engagements

"Any investors based in Italy or with experience investing in Italy listed small-cap companies If so would love to chat. Please feel free to reach out"
X Link 2023-12-07T21:46Z 16.1K followers, 23.4K engagements

"On this years Holocaust Remembrance Day a day when we commemorate millions of Jews and others who lost their lives at the hands of the Nazi regime Id like to commemorate my many family members in Warsaw Poland who were taken from this world far too soon. Id also like to take this day as an opportunity to share the abbreviated stories of my grandparents Chaim and Rachel who were among the very few of our family who survived and to whom my brother my father my cousins my aunt and uncles and I owe everything for being here today. My grandfather Chaim was in his late teens when he and his family"
X Link 2024-01-27T21:25Z 16.1K followers, 18.3K engagements

"Bigger story here IMO is reaffirmed FY24 guidance of $45-52MM EBITDA or est. $25-27MM net income At current prices implies 12x P/E for FY24 before excluding any excess cash with expectations for strong double digit growth"
X Link 2024-02-23T02:22Z 11K followers, [----] engagements

"Also worth mentioning DDR acquisition of RCC at 2.1x EV/EBITDA -- CEO called this a "great deal" on earnings call -- assuming RCC hits contingent targets of $5MM EBITDA for FY24 and FY25 which CEO stated he believes they will achieve"
X Link 2024-02-23T02:22Z 11K followers, [----] engagements

"Strong finish to the year for American Coastal $ACIC"
X Link 2024-02-29T22:33Z 16.1K followers, 32.3K engagements

"FY23 net income of $82MM came in higher than my estimates from Aug '23 of $59MM as a result of larger underwriting profits Profits should continue to trend higher as we head into FY24 thanks to persistent hard market conditions and anticipated quota share step-down in June"
X Link 2024-02-29T22:33Z 11.1K followers, [----] engagements

"Commercial segment combined ratio of 53.6% reflects a return to pre-2017 historical range of 50-70%"
X Link 2024-02-29T22:33Z 11.1K followers, [----] engagements

"Compared to Q3 Premiums-in-force are up +1% while policies (risk) are down -9% QoQ highlighting underwriting optimization and continued hard market conditions"
X Link 2024-02-29T22:33Z 13K followers, [----] engagements

"Notable mentions from earnings call: Completion of ATM equity offering for a total of $38.2MM at 4.37MM shares CEO confirmed company is working on fee income initiatives (MGA) CEO guided to 6/1 quota share decrease by 1/3 to 1/2 from 40% today or implied 20-27% range"
X Link 2024-02-29T22:33Z 11.1K followers, [----] engagements

"Dino Oil $DNP PALIWA OD DINO. JEST KOLEJNE LOGO STACJI - DLAHANDLU $DNP.WA $DNP Dino Oil zoya w Urzdzie Patentowym RP wniosek o rejestracj nowego znaku towarowego "Dino Oil". W UP czytamy 👇 - Dodatki chemiczne do paliwa; Dodatki chemiczne do paliw silnikowych; Skoncentrowane dodatki https://t.co/U6JHGlD8b1 PALIWA OD DINO. JEST KOLEJNE LOGO STACJI - DLAHANDLU $DNP.WA $DNP Dino Oil zoya w Urzdzie Patentowym RP wniosek o rejestracj nowego znaku towarowego "Dino Oil". W UP czytamy 👇 - Dodatki chemiczne do paliwa; Dodatki chemiczne do paliw silnikowych; Skoncentrowane dodatki"
X Link 2024-03-04T01:05Z 16.1K followers, 15K engagements

"@HindenburgRes @QTRResearch Curious if @WallStCynic has any thoughts"
X Link 2024-03-20T12:37Z 12.6K followers, [----] engagements

"Disclaimer: The information above is not intended to be and does not constitute investment or financial advice. You should not make any decision based on the information presented without conducting independent due diligence. Please read the disclaimer included in the attached memo link and in my profile biography"
X Link 2024-05-02T21:07Z 11.9K followers, [----] engagements

"UK Equities"
X Link 2024-08-06T19:46Z 16.1K followers, 30.1K engagements

"EBIT margins across the industry continue to see challenges as well following the +20% federal minimum wage increase in Poland this year This combo of higher OpEx and food deflation has led to unusually high promotional activity among competitors in an effort to boost volume"
X Link 2024-08-23T14:10Z 13K followers, [----] engagements

"While all of this adds up to a challenging FY24 for Dino the outlook beyond sees several positive factors: [--]. The "price war" among competitors is unlikely to last forever. Eventually food deflation will normalize and return to a healthy level of inflation"
X Link 2024-08-23T14:10Z 13K followers, [----] engagements

"3. New store rollout is expected to accelerate Dino expects to open [---] new stores this year [---] in FY25 and higher counts in FY26+. This is supported by investment liability purchases as a leading indicator. This factor should contribute +10-12% annually to top-line growth"
X Link 2024-08-23T14:10Z 13K followers, [----] engagements

"A 21.7x P/E LTM Dino is currently priced at its lowest-ever valuation since its [----] IPO. This suggests to me a good opportunity to evaluate whether today's worries are temporary or here to stay"
X Link 2024-08-23T14:10Z 16.1K followers, [----] engagements

"Duratec still finished the year strong despite major project delays with +13% YoY revenue growth and +11% YoY NPAT growth In the E&C industry where big projects delays often mean big earnings drops Duratec's growth and diversification across industries and regions shined"
X Link 2024-08-29T04:25Z 13K followers, [----] engagements

"This year could be a breakout year for the Energy segment as well for which management expressed particular excitement Larger peer Monadelphous now a big remediation player in Australia oil & gas originally grew its energy segment from $0 to $400MM in [--] years"
X Link 2024-08-29T04:25Z 13K followers, [----] engagements

"Management during the earnings call was understandably vague about committing to FY25 growth estimates when asked about thoughts on consensus given this past year's hurdles We should receive FY25 guidance at the company's AGM in mid-late November"
X Link 2024-08-29T04:25Z 13K followers, [----] engagements

"@InvestSpecial Very interesting $LEAT pitch shared on VIC the other day. Near net-net exiting de-stocking cycle approaching possible inflection point next 1-2 qtrs"
X Link 2024-08-29T15:20Z 15K followers, 10.2K engagements

"Duratec $DUR Significant contract awards Energy and DDR"
X Link 2024-09-10T11:54Z 15.1K followers, 10.7K engagements

"Kitwave paid 6.4x EV/EBITDA net of cash before synergies and 5.8x after estimated synergies (improved consolidated buying power redundant admin headcount product cross-sales) Slightly higher multiple than Kitwave normally pays. Size premium in effect here"
X Link 2024-09-25T21:11Z 13K followers, [---] engagements

"Despite 31.5mm of share issuance numbers are EPS accretive to Kitwave and create economic value Company should deliver 800-900mm revenue in FY25. At the brink of 1bn sales where UK businesses in this industry have historically become takeover targets"
X Link 2024-09-25T21:11Z 13K followers, [---] engagements

"It should be noted that equity was issued almost certainly because of Kitwave's leverage It is unfortunate that UK markets won't tolerate net debt / EBITDA 2.5x for a biz model with rock solid cash flows. US is comfortable with food distributors constantly at 3-4x leverage"
X Link 2024-09-25T21:11Z 13K followers, [---] engagements

"Any risk here seems to be in deal integration. Creed fits Kitwave's foodservice M&A pattern and mgmt has a strong track record of vetting acquired co's without impairments Creed revs are 20% of Kitwave existing sales. Central Supplies in [----] was 14% of Kitwave existing sales"
X Link 2024-09-25T21:11Z 13K followers, [----] engagements

"With the geographic infill of Creed's three major distribution centers in South of England Kitwave now has a fully-linked national distribution network Overall appears to be a smart acquisition"
X Link 2024-09-25T21:11Z 13K followers, [----] engagements

"Duratec $DUR Contract award with Rio Tinto"
X Link 2024-10-11T01:58Z 15.1K followers, 10.8K engagements

"Sohra Peak's Q3 [----] partnership letter is available to Accredited Investors here: http://sohrapeakcapital.com/accredited-investors http://sohrapeakcapital.com/accredited-investors"
X Link 2024-11-01T11:16Z 15.1K followers, 21.7K engagements

"@BreakoutPoint @NateHindenburg @Nasdaq Does the responsibility to take action or tighten rules belong to NASDAQ or the SEC This is ridiculous"
X Link 2024-11-26T22:01Z 13.5K followers, [---] engagements

"In the gym sauna this morning. Spin instructor walks in and breaks the silence to give unsolicited bitcoin and trumpcoin advice. He leaves. Next guy walks in with phone speaker blasting a live crypto conference call. Does this qualify as stage [--] of Peter Lynch's Cocktail Theory"
X Link 2025-01-21T23:05Z 16.1K followers, 114K engagements

"AUKUS treaty support reaffirmed by US $DUR Duratec US Defense Secretary Pete Hegseth reiterated support for the Aukus security pact through which Washington and the UK will supply a fleet of nuclear-powered submarines to Canberra. https://www.bloomberg.com/news/articles/2025-02-08/aukus-a-signature-of-us-australia-defense-ties-hegseth-says https://www.bloomberg.com/news/articles/2025-02-08/aukus-a-signature-of-us-australia-defense-ties-hegseth-says"
X Link 2025-02-09T22:45Z 15.1K followers, [----] engagements

"Growth: Beyond FY25 +14% EPS growth FY26+ adj. EPS should grow +10-14%/yr + div yield of 4% Even 20mm annual M&A spend yields 6-7% EPS accretion. At 30mm 10%. Adding 4% organic growth and 4% div yield Total shareholder return of 14-18% before any multiple expansion"
X Link 2025-03-09T20:47Z 14.2K followers, [----] engagements

"Also notably the CEO and two other senior level executives purchased shares on the open market on March [--] between 2.58-2.68/sh The only other record of an insider purchase at Kitwave was in April [----] by a non-executive board member at 1.44/sh"
X Link 2025-03-09T20:48Z 14.2K followers, [----] engagements

"Disclaimer: The information above is not intended to be and does not constitute investment or financial advice. You should not make any decision based on the information presented without conducting independent due diligence. Please read the disclaimer included in the attached file link and in our profile biography"
X Link 2025-04-08T13:28Z 14.3K followers, [----] engagements

"Is there anyone who has access to the MSCI Japan Small Cap Index full constituent list Please feel free to share via DM if so. Tremendously appreciated"
X Link 2025-04-28T13:43Z 16.1K followers, 10.5K engagements

"@dylan522p @puffinancial They didnt have to take away o3"
X Link 2025-08-08T02:55Z 15.1K followers, [----] engagements

"Dadelo $DAD strong quarter. Q2 revenue +52% and EPS +64% YoY CEO continues to buy shares on the open market at PLN [-----] - 51.00/sh"
X Link 2025-08-14T12:43Z 16.1K followers, 24.5K engagements

"Duratec met profit expectations with $53.0MM EBITDA and +11% YoY growth This growth was achieved despite delay-driven revenue declines in its two biggest segments defense and mining thanks to strong growth in its energy and other segments highlighting profit diversification"
X Link 2025-09-02T23:31Z 15.1K followers, [---] engagements

"Dadelo $DAD CEO continues open market share purchases Bought [-----] shares (0.6% of S/O) between PLN [-----] - 58.00/sh or total cost of USD $960K Dadelo $DAD strong quarter. Q2 revenue +52% and EPS +64% YoY CEO continues to buy shares on the open market at PLN [-----] - 51.00/sh https://t.co/51dZSEXU9q Dadelo $DAD strong quarter. Q2 revenue +52% and EPS +64% YoY CEO continues to buy shares on the open market at PLN [-----] - 51.00/sh https://t.co/51dZSEXU9q"
X Link 2025-09-03T15:03Z 16.1K followers, 17.1K engagements

"CEO quote on [----] m Germany warehouse (earnings call interpreter): "Scheduled to open at about the same time as the Zgorzelec hub. This will be an experimental warehouse for us in Germany . and we will then expand on this concept and develop this footprint in the future"
X Link 2025-09-18T17:06Z 15.1K followers, [---] engagements

"As discussed in our recent $APR update while we expect Zgorzelec to drive material profit growth in FY26 and FY27 we see Western Europe warehouse expansion as the potential driver of profit growth over the following 10-15 years. This Germany warehouse is a key milestone"
X Link 2025-09-18T17:06Z 15.1K followers, [---] engagements

"1H profits were flat YoY though the industry continues to digest auto parts deflation and margin pressure Per competitor Mekonomen Auto Partner is faring better than most peers (h/t to @stoic_alonso)"
X Link 2025-09-18T17:07Z 15.1K followers, [----] engagements

"Disclaimer: This information is not intended to be and does not constitute investment or financial advice. You should not make any decision based on the information presented without conducting independent due diligence. Sohra Peak Capital Partners LP and/or its affiliates hold a position in the security mentioned and may change that position at any time. Please carefully read the disclaimer included and linked in my profile biography"
X Link 2025-09-18T17:07Z 15.1K followers, [----] engagements

"Duratec $DUR secures new $100MM contract with Australia DoD"
X Link 2023-01-23T05:00Z 16.1K followers, [----] engagements

"Strong 1H23 reported by Duratec $DUR +75% YoY total revenue +222% YoY EBITDA"
X Link 2023-02-27T22:55Z 16.1K followers, 28.2K engagements

"Duratec $DUR upgrades guidance for FY23"
X Link 2023-04-24T00:33Z 16.1K followers, 10.1K engagements

"Last week Duratec $DUR CEO Phil Harcourt presented at the NWR Vantage Point Conference Link to the video (Q&A starts around minute 13): Below are some of his comments on various topics that I found of particular interest: http://bit.ly/43o4tBh http://bit.ly/43o4tBh"
X Link 2023-06-06T21:15Z 16.1K followers, 12.1K engagements

".you're a safe pair of hands you can maintain reasonable margins. Do I see margin improvement I think we can maintain our gross margins in the mid-high teens. Importantly EBITDA margin I do see improvement in that over time.""
X Link 2023-06-06T21:15Z 15.9K followers, [----] engagements

"Oil & Gas Remediation Opportunity: "Step-wise I think it certainly can become as large as defense. Were seeing with Wilsons that it was an awesome acquisition that we made there. . There is a lot of work to be done in the oil and gas area.""
X Link 2023-06-06T21:15Z 15.9K followers, [----] engagements

"Intriguing addition to Duratecs $DUR board given Kristas M&A specialization and recent CEO comments about seeking more M&A opportunities similar to Wilsons"
X Link 2023-07-10T00:50Z 16.1K followers, 12.2K engagements

"Earlier this week Duratec's $DUR head of MEnD Consulting presented a case study of MEnD's 3D reality model project with BHP Excellent opportunity to understand the nuts and bolts of Duratec's competitive advantage Deck: Video: http://bit.ly/457araB http://bit.ly/3OixAzq http://bit.ly/457araB http://bit.ly/3OixAzq"
X Link 2023-08-03T02:23Z 16.1K followers, 11.7K engagements

"American Coastal Insurance Corporation $ACIC $UIHC is a remarkably high-quality specialty P&C insurer unfamiliar to most due to a recent corporate restructuring FY24+ P/E of 2-3x and deep discount to future BV and TBV New memo is available here: http://bit.ly/3qgEayB http://bit.ly/3qgEayB"
X Link 2023-08-09T10:43Z 16.1K followers, 225.9K engagements

"Mader Group $MAD guiding to FY24 net income of $50M or a +30% YoY growth in profits. Delivered just $19M in net income in FY21. Terrific progress"
X Link 2023-08-22T16:54Z 16.1K followers, 24.1K engagements

"Positive FY23 results out from Duratec $DUR +59% Revenue YoY + 146% Net Income YoY"
X Link 2023-08-25T02:28Z 16.1K followers, 15.1K engagements

"Nice Q3 results from Auto Partner $APR +27% Revenue YoY +20% EBIT YoY Business appears well-positioned for more years of double-digit growth ahead"
X Link 2023-11-22T17:02Z 16.1K followers, 19K engagements

"Quality investor day content posted by Duratec $DUR earlier today with a thorough breakdown of the business: https://www.duratec.com.au/investors/financial-reports-presentations/ https://www.duratec.com.au/investors/financial-reports-presentations/"
X Link 2023-12-07T16:30Z 16.1K followers, 13K engagements

"Great 1H24 results from Duratec $DUR +28% Revenue YoY +56% Net Income YoY"
X Link 2024-02-23T02:22Z 16.1K followers, 31.6K engagements

"Duratec $DUR "HMAS Stirling will receive an $83M injection for defence infrastructure upgrades in preparation for the States navy base becoming home to Australias nuclear submarines.in addition to an $8B upgrade of HMAS Stirling over the next decade." https://thewest.com.au/politics/defence/federal-government-to-announce-further-83-million-for-hmas-stirling-upgrades-to-prepare-for-aukus-submarines--c-14224137 https://thewest.com.au/politics/defence/federal-government-to-announce-further-83-million-for-hmas-stirling-upgrades-to-prepare-for-aukus-submarines--c-14224137"
X Link 2024-04-08T21:00Z 16.1K followers, 13K engagements

"Kitwave Group $KITW is a high-quality food distributor in the U.K. that specializes in delivering goods to convenience stores and foodservice outlets FY24E P/E of 13x ROIC of 17% and expected 3-5 year EPS CAGR of +10-20% New memo is available here: http://bit.ly/3a3RHNv http://bit.ly/3a3RHNv"
X Link 2024-05-02T19:24Z 16.1K followers, 38.6K engagements

"Dino Polska $DNP Post Q2 Results A few thoughts on Dino following today's Q2 earnings. The big item in focus is LFL sales only up +6.4% in 1H24 YoY and +1.8% in 2Q24 YoY. This reflects current Polish food basket deflation and echoes Biedronka's difficult LFL results last month"
X Link 2024-08-23T14:10Z 16.1K followers, 31K engagements

"Duratec $DUR FY24 Results A few thoughts:"
X Link 2024-08-29T04:25Z 16.1K followers, 32.4K engagements

"Auto Partner $APR New important language on p.61 of today's half-year report suggesting future build of a warehouse in Western Europe. If completed would likely be a huge positive for export segment and a watershed moment for the company"
X Link 2024-09-17T16:19Z 16.1K followers, 13.7K engagements

"Kitwave $KITW yesterday announced its largest acquisition to date of Creed Catering Supplies Creed is a family-run food distributor founded in [----] serving foodservice customers Looks like an acquisition of a good company at a pretty good price"
X Link 2024-09-25T21:11Z 16.1K followers, 14.7K engagements

"Yet more big contract awards for Duratec $DUR These ECI wins at Diamantina HMAS Stirling should be near certain to convert to project wins worth $150MM and $300MM respectively of revenue to Duratec or its biggest contracts ever. Likely completed over FY26 and FY27"
X Link 2024-10-17T00:53Z 16.1K followers, 13.4K engagements

"Kitwave $KITW A few thoughts after recent earnings:"
X Link 2025-03-09T20:47Z 16.1K followers, 32.6K engagements

"Auto Partner $APR we think presents a compelling opportunity today at FY24 P/E of 10.4x and we expect +20% EPS growth in FY26+ We visited $APR customers in Germany which yielded what we are convinced is a variant view New memo update is available here: http://bit.ly/4jgT0Lg http://bit.ly/4jgT0Lg"
X Link 2025-04-08T13:27Z 16.1K followers, 45.4K engagements

"@ferglinger The Warsaw Stock Exchange (GPW) website is your best resource for filings on all public companies there"
X Link 2025-08-14T20:59Z 15.9K followers, [---] engagements

"Auto Partner $APR 1H [----] earnings reported New exciting development of a [----] m warehouse in Germany signed a few weeks ago as a small-scale foray before a potential full-scale warehouse This is in addition to Zgorzelec warehouse on-time slated for EOY [----] / BOY 2026"
X Link 2025-09-18T17:06Z 16.1K followers, 11.8K engagements

"Sohra Peak is long D-BOX Technologies $DBO.TO D-BOX is a niche haptics company with high-margin recurring royalties and inflecting profits unfamiliar to most due to mismanagement for 20+ years Current Year P/E 11x EPS +15-20% ROIC 47% New memo available in tweet below (1/2)"
X Link 2025-12-05T13:36Z 15.9K followers, 59.3K engagements

"D-BOX memo available here: http://bit.ly/4ozODgk http://bit.ly/4ozODgk"
X Link 2025-12-05T13:36Z 15.9K followers, 11.9K engagements

"Disclaimer: This information is not intended to be and does not constitute investment or financial advice. You should not make any decision based on the information presented without conducting independent due diligence. Sohra Peak Capital Partners LP and/or its affiliates hold a position in the security mentioned and may change that position at any time. Please carefully read the disclaimer included in the attached memo link and included and link in my profile biography"
X Link 2025-12-05T13:36Z 15.9K followers, [----] engagements

"$DBO.TO open market C$98716 insider purchase today at $0.86/sh $DBO.TO $DBOXF more insider buy at $0.86 from one of the board member https://t.co/CE7srhroaF $DBO.TO $DBOXF more insider buy at $0.86 from one of the board member https://t.co/CE7srhroaF"
X Link 2025-12-09T19:48Z 15.9K followers, [----] engagements

"$DBO.TO another open market insider purchase this week this time by the Chairman for the U.S.-listed OTC shares $DBO.TO $DBOXF Chairman buying again in the open market on the OTC https://t.co/Vk9cYmrpIc $DBO.TO $DBOXF Chairman buying again in the open market on the OTC https://t.co/Vk9cYmrpIc"
X Link 2025-12-11T14:45Z 15.9K followers, [----] engagements

"$DBO.TO more open market insider purchases this time by new Chief Commercial Officer Scott Sherr despite already owning 1.5MM options at CAD $0.835 strike price (open mkt purchases are for U.S.-listed OTC)"
X Link 2025-12-22T15:04Z 15.9K followers, [----] engagements

"The selloff has made Polish stocks the cheapest ever relative to developing peers. The WIG20 now trades at a 43% discount to the MSCI Emerging Markets Index compared with a valuation premium of more than 100% in [----] and near parity as late as last October"
X Link 2022-07-05T19:36Z 16.1K followers, [---] engagements

"Duratec $DUR FY25 Results A few thoughts:"
X Link 2025-09-02T23:31Z 16.1K followers, 14.9K engagements

"Disappointing Kitwave $KITW takeout bid at 2.95/sh with implied valuation of just FY26E P/E 9.4x and EV/EBITDA 6.3x on arguably trough cycle and trough earnings. Unfortunately lowball takeouts have been common among UK AIM-listed equities in recent years. At best we could get a somewhat higher revised bid if close to or 25% of shareholders create a stir against the deal though it looks like this is the end of Kitwave's current chapter as a public company https://twitter.com/i/web/status/2014705166419648657 https://twitter.com/i/web/status/2014705166419648657"
X Link 2026-01-23T14:21Z 16.1K followers, 17.7K engagements

"@BlankInvestor Agreed"
X Link 2026-01-23T15:05Z 16.1K followers, [---] engagements

"Sohra Peak's Q4 [----] partnership letter is now available here: https://sohrapeakcapital.com/partnership-letters/ https://sohrapeakcapital.com/partnership-letters/"
X Link 2026-02-02T12:30Z 16.1K followers, 14.2K engagements

"@MirzayevEmil See my initial thoughts on the KITW offer below. I encourage any disappointed shareholders to write a letter to Kitwave management and BoD. May make a separate post on this https://x.com/JonCukierwar/status/2014705166419648657s=20 Disappointing Kitwave $KITW takeout bid at 2.95/sh with implied valuation of just FY26E P/E 9.4x and EV/EBITDA 6.3x on arguably trough cycle and trough earnings. Unfortunately lowball takeouts have been common among UK AIM-listed equities in recent years. At best we could get a https://x.com/JonCukierwar/status/2014705166419648657s=20 Disappointing"
X Link 2026-02-02T14:53Z 16.1K followers, [---] engagements

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