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@kingdomcapadv Avatar @kingdomcapadv Kingdom Capital

Kingdom Capital posts on X about unfi, $unfi, debt, $nlop the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance XXXX% cryptocurrencies XXXX% stocks XXX% currencies XXXX% technology brands XXXX%

Social topic influence unfi 3.19%, $unfi 2.66%, debt 2.13%, $nlop 1.6%, $400m 1.6%, $soc 1.6%, $kss 1.6%, soc 1.6%, $wolf 1.06%, $ww XXXX%

Top accounts mentioned or mentioned by @acapitallp @bullsbayretail @valuedontlie @taobanker @investspecial @stokedonwaves @stoked_on_waves @ron284ron @fishtowncap @deepsailcapital @stockgutter @abby10smalls @siyul @clarkinm @valuemaverick1 @6jykdryyb7 @sfarringtonbkc @blondesnmoney @rahimsismail @dwgg33

Top assets mentioned Unifi Protocol DAO (UNFI) Sable Offshore Corp. (SOC) Kohl's Corporation (KSS) Landwolf (WOLF) WW International, Inc. Common Stock (WW) Canadian Natural Resources Limited (CNQ) Credbull (CBL) SITE Centers Corp. Common Shares (SITC) BTU Protocol (BTU) Alpha Metallurgical Resources, Inc. (AMR) Warrior Met Coal, Inc. (HCC) Cornerstone Building Brands, Inc. (CNR) Alphabet Inc Class A (GOOGL) McKesson Corporation (MCK) Howard Hughes Holdings Inc. (HHH) Encore Wire Corp (WIRE) Calcium (CAL) Kontoor Brands, Inc. Common Stock (KTB) US Foods Holding Corp. (USFD) Performance Food Group Company (PFGC)

Top Social Posts #

Top posts by engagements in the last XX hours

"@pjhpompanobeach @ktmkr1 @siyul I did the math thanks. It is extremely unlikely this platform will produce anything close to 100k bopd"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-21 13:27:45 UTC 10.7K followers, XXX engagements

"@ACapitalLP Still $NLOP liquidation capital returns announcement imminent Speaking of $SITC is returning capital $UNFI cyber recovery $QVCGA debt restructuring $WW and $WOLF partial shareholder recovery"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-21 00:38:21 UTC 10.7K followers, 2480 engagements

"Submitted a "Hold" article about $IDR on Seeking Alpha and disclosed no position in the stock. Just an overview of a company that has 40x'd since John Swallow took over. Got editorial pushback for possibly being too "promotional" and not cautious enough. Meanwhile:"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-18 15:11:44 UTC 10.7K followers, 7866 engagements

"Clearly not everyone is on board with my $UNFI thesis given uh "bearish sentiment" is highest it has been since early 2021 Funny time for that. Looking forward to discussing with Andrew later"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-22 14:18:02 UTC 10.7K followers, 3633 engagements

"@ACapitalLP Also $SOC isnt cheap. Doesnt mean it wont get more expensive on news"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-21 00:42:41 UTC 10.7K followers, 1973 engagements

"Of the big US names: $AMR had to pause $HCC pot-committed to Blue Creek $METC Le-REE-roy Jenkins $BTU pretends to be shocked And $CNR is just doing buybacks through the cycle Updated thoughts:"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-15 14:15:47 UTC 10.7K followers, 10.9K engagements

"Confirmed - $EVO still expects $GLXZ to close in second half today"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-17 14:48:49 UTC 10.7K followers, 4439 engagements

"A friendly reminder why companies like this should have an open buyback and an open ATM at all times"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-22 13:31:16 UTC 10.7K followers, 8754 engagements

"Per Siyu's numbers which are years from reality at SOC you are paying $3B for about $645m of EBITDA and about $400m of FCF This is for a single asset producer in California that is currently not selling any product and burning cash. I could also buy $CNQ ($70B MC $80B EV) which trades for 7x forward EBITDA ($12B) and should generate $8-10B of diversified FCF a year. CNQ is actively buying back shares and paying dividends. They have similar low decline assets (11% without growth investment) and their FCF conversion reflects them investing enough to grow production each year (unlike SOC which"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-06-13 19:55:34 UTC 10.7K followers, 2750 engagements

"@bullsbayretail @FishtownCap $X PT bump from an $8m EBITDA increase. Wonder what it'll be when they bump that estimate to $650m"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-16 19:27:29 UTC 10.7K followers, XXX engagements

"Whats the last time a stock was heavily shorted squeezed and became some kind of a durable operating business that the shorts were wrong about"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-23 04:19:56 UTC 10.7K followers, 25.7K engagements

"Why has the cost of travel gone up so much"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-18 11:28:08 UTC 10.7K followers, 5348 engagements

"Q1 net cash: $30m Q2 cashflow: $15m Google (listing down): $45m McKesson (sold to $HHH): $16m JPM Dallas & PPD (both listed): $70m+ So $65m rent (ignore mortgages) remaining on $295m of EV. About a XX cap for $NLOP assuming the above"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-06-10 15:34:00 UTC 10.7K followers, 14K engagements

"@InvestSpecial XX% upside is a bit lower than I was expecting for the tender. I've got $5m taxes and $5-10m held back on the balance sheet. Any other expected leakage"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-22 13:18:43 UTC 10.7K followers, XXX engagements

"$NJMC on a run as they pursue rare earth mining in US rebrand to "Idaho Strategic Resources" also have gold mining operation. $MEEC with huge upside if their field testing for REE extraction from coal ash as successful as lab results. REE a national security issue"
@kingdomcapadv Avatar @kingdomcapadv on X 2021-10-27 13:42:17 UTC 10.7K followers, XX engagements

"The $CBL application on VIC has been getting bodied but that's a nice sale price for a mall:"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-21 21:08:01 UTC 10.7K followers, 3873 engagements

"@JacquesLeChan Yeah business is still broken they just make money off being a meme"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-23 11:36:06 UTC 10.7K followers, XXX engagements

"Worth noting from BBB: XX% interest deductibility now based on EBITDA not EBIT. D&A here over $XXX. Should materially improve FCF conversion at $MAGN going forward"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-08 20:23:30 UTC 10.7K followers, 4833 engagements

"@AggieCapitalist There's been a lot of investment in capacity expansion by these companies lately and none of it was acquiring POWL. I just see book to bill and backlog flashing warning signs that the party might be over like a classical cyclical. Could be wrong. Sometimes you find a $WIRE"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-10 21:34:29 UTC 10.7K followers, XXX engagements

"@Russell_A1221 I think the same "news" as $KSS"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-22 15:09:52 UTC 10.7K followers, XXX engagements

"They literally guided up on sales despite a $400m hit and guided up on FCF despite not factoring in insurance benefits. Guys $UNFI is fine"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-16 11:10:29 UTC 10.7K followers, 3113 engagements

"Lost in tariff drama is $GCO which guided through tariffs to growing FCF this year (instead of pulling guide a la $CAL $DBI) has a $59m income tax receivable from the IRS (20% of market cap) and minimal seasonal debt. New deal with $KTB this morning as well. 20%+ FCF yield"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-15 14:50:26 UTC 10.7K followers, 3277 engagements

"@stoked_on_waves @ACapitalLP Yeah deal closes after unlock"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-22 23:34:03 UTC 10.7K followers, XXX engagements

"@BondKingJanusH1 @leevalueroach One of the best return track records of any land bank stock and people talk about them like this"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-23 18:50:16 UTC 10.7K followers, XXX engagements

"@PythiaR Would assume hes short $KSS but also his ETF is up X% today"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-22 15:17:09 UTC 10.7K followers, 2390 engagements

"@AKWilk Broke: long $XX oil calls (Anti)woke: long $SOC Bespoke: long Oklahoma integrated E&Ps"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-19 21:13:32 UTC 10.7K followers, 1379 engagements

"@iBladesi @stoked_on_waves @tradingrust @LoganCroixCo They got a great deal on CDR stub and have slowly been buying back the pref around half off. Someday the cap structure will collapse and itll be interesting again"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-22 16:46:44 UTC 10.7K followers, XXX engagements

"@DannyOcean555 Yeah mostly in prepacks like $WW $WOLF $NCMI of late where trying to minimize business disruption. Given MovieCo was fully disrupted already"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-23 13:57:08 UTC 10.7K followers, XXX engagements

"Rapidly weakening dollar is about to be a main topic on a lot of earnings calls What small/micros really benefit Who gets hurt"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-13 19:24:58 UTC 10.7K followers, 11.4K engagements

"The setup at $UNFI looking fantastic for next print will be lapping DC closures and cycling out Key Foods losses throughout the year while getting full benefits of efficiency improvements and adding new customer teased on yesterday's call. Street remains offsides"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-17 15:16:36 UTC 10.7K followers, 4580 engagements

"If you sold $NLOP because deal pace slowed down check back in a few months"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-10 16:23:39 UTC 10.7K followers, 4876 engagements

"US Foods $USFD looking at acquiring $PFGC which trades north of 10x EV/EBITDA on FY25 numbers. I continue to believe this is not an unreasonable level if/when $UNFI can pull their EBITDA margins in line with XXX% at peers"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-07-11 13:38:38 UTC 10.7K followers, 2546 engagements

"My interest in $ECRO got me looking at $PFX which itself has a pretty interesting portfolio tied to some small and micro names like $ASPS $THRY $CPPTL $CBL etc. and trades at a mere 0.6x book value with aggressive buybacks & insider buying"
@kingdomcapadv Avatar @kingdomcapadv on X 2025-06-26 20:37:41 UTC 10.7K followers, 5910 engagements

"$34m "severance" payout to liquidating $EQC management"
@kingdomcapadv Avatar @kingdomcapadv on X 2024-09-19 20:34:02 UTC 10.7K followers, 4461 engagements