[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@skewangles Avatar @skewangles 😈———-(📐

😈———-(📐 posts on X about $ivgmi, defence, iveco, $abl the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

Engagements Line Chart

Mentions: X #

Mentions Line Chart

Followers: XXX #

Followers Line Chart

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #

Social category influence finance automotive brands cryptocurrencies currencies

Social topic influence $ivgmi, defence, iveco, $abl, $canl, daimler truck, eps, bloomberg, $evost, ticker

Top assets mentioned Airbloc (ABL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Factor lens: top-decile quality + top-decile value rarely show up in the same ticker. Today they dobecause humans (and algorithms) over-react"
@skewangles Avatar @skewangles on X 2025-04-30 14:20:05 UTC XXX followers, XX engagements

"SA Competition Commission gives conditional nod to Canal+'s MultiChoice takeover deal valued at XXXX bn USD. This reshapes the African pay-TV landscape $CAN.L (1/x)"
@skewangles Avatar @skewangles on X 2025-05-26 12:05:52 UTC XXX followers, 3894 engagements

"At spot XXXX IVG trades on P/E XXX (EPS 2.09); EV/EBIT XXX (EV XXXX bn; EBIT XXXXX bn); EV/Sales XXXX (Revenue XXXXX bn); Peers: Daimler Truck XX Volvo AB XX Traton X P/E; $IVG.MI Screens in the cheapest decile on a European heavy-vehicle universe. (8/x)"
@skewangles Avatar @skewangles on X 2025-07-14 09:23:59 UTC XXX followers, XX engagements

"Medium-term (2 yrs) Potential Russell 2000 inclusion once float and share count stabilize Resolution of Coventry lawsuit or short-seller claims Scale benefits as AUM surpasses $X bn; fee-based mix rises Technology licensing of Lapetus platform to third-party underwriters (11/x)"
@skewangles Avatar @skewangles on X 2025-07-11 09:05:26 UTC XXX followers, XXX engagements

"If management were truly minorityfriendly theyd pay cash not illiquid paper.Check the incentive alignment; Founders are part of the bid consortium; conflicts abound. UK FCA may probe if PIK notes in lieu of cash unfairly prejudice retail shareholders; suitability rules (7/x)"
@skewangles Avatar @skewangles on X 2025-07-22 09:28:46 UTC XXX followers, XX engagements

"2022-24 show Iveco can pull cash from a low-margin mix funding EV pivots without leverage (FCF funds R&D&dividend); mgmt is methodically pruning and partnering evidenced by the Magirus sale and DLL Ford Otosan Stellantis deals; Defence monetisation is the live catalyst (12/x)"
@skewangles Avatar @skewangles on X 2025-07-14 09:24:01 UTC XXX followers, XXX engagements

"Abacus Global - $ABL is the only public pure-play alternative-asset manager focused on life-settlement and longevity-linked investing. It acquires in-force life-insurance policies from seniors services those assets and packages the cash-flows into funds for institutions. 🧵"
@skewangles Avatar @skewangles on X 2025-07-11 09:05:07 UTC XXX followers, 4743 engagements

"The playbook: as its management openly compares itself to $TKA.DE marine spin-off playbook stay long $IVG.MI into the IDA carve-out process mark a stop-loss on political interference and be ready to roll gains into a buy-back-fueled EPS reset if mgmt takes the cheque. DYOD 🔚"
@skewangles Avatar @skewangles on X 2025-07-14 09:24:01 UTC XXX followers, XXX engagements

"UK Takeover Panel could receive complaints; reopen unlikely absent competing bid. Institutional fund (Gresham House) can refuse to accept then what Exit now into liquidity; a holder can tender XX % at 60p cash. Lessons learned: Poor founders' governance optics from day X. /x"
@skewangles Avatar @skewangles on X 2025-07-22 09:28:46 UTC XXX followers, XX engagements

"For three months the market had priced in a possible cash bid for Anexo at or slightly above the XXXX level. Headlines on XX April XX June and XX July 2025 kept extending the PutUporShutUp (PUSU) deadline gently supporting the shares at 6065 p. (3/x)"
@skewangles Avatar @skewangles on X 2025-07-22 09:28:44 UTC XXX followers, XX engagements

"@joinyellowbrick $CAN.L Peer multiple update. Sky/Comcast cable segment trades XXX FY25E EV/EBITDA Viaplay XXX MultiChoice XXX . CANAL + at 3.4-4 still shows a 20-40 % discount"
@skewangles Avatar @skewangles on X 2025-05-26 12:06:20 UTC XXX followers, XXX engagements

"$ABL combines fundamental growth w/ a compelling de-SPAC derisking event. A corporate equivalent of a messy desklooks terrible but sometimes the most valuable stuff is buried under yesterdays sticky notes. If the warrant vacuuming works one might rediscover the stapler (12/x)"
@skewangles Avatar @skewangles on X 2025-07-11 09:05:31 UTC XXX followers, XXX engagements

"Why sweat X % Because warrants are Chekhovs gun: leave them on stage and theyll shoot your valuation the moment the stock tiptoes near $XXXXX. And cleaning up warrants is prerequisite for any future refinancing index inclusion or general adulting. (6/x)"
@skewangles Avatar @skewangles on X 2025-07-11 09:05:19 UTC XXX followers, XXX engagements

"A XXX bn equity cheque equals XXX bn net cash to Iveco after minor taxesabout XX % of current market cap (4.1 bn at 15.5/share) giving ample scope for buybacks or debt-free EV capex. Post-deal Iveco guides '25 EBIT to 850-900m flat/up despite truck softness (6/x)"
@skewangles Avatar @skewangles on X 2025-07-14 09:23:58 UTC XXX followers, XX engagements

"Iveco Group 🚛 $IVG.MI put its Defence division (IDV) on the block in Q1 2025 with a goal to simplify the group". Bloomberg (July 10) reports that three binding offers are in place: Leonardo + Rheinmetall 1.6bn; KNDS (Nexter + KMW) 1.9bn; Czechoslovak Group 1.8bn🧵"
@skewangles Avatar @skewangles on X 2025-07-14 09:23:56 UTC XXX followers, XXX engagements

"Support secured: XX % of private warrants; XX % of public warrants. So $ABL on its way to Kill the overhang; live for the rerate; Plot twist: ABL just sued Coventry for alleged defamation so litigation popcorn stays on the menu. Clean cap table clean courtroom. (7/x)"
@skewangles Avatar @skewangles on X 2025-07-11 09:05:20 UTC XXX followers, XXX engagements

"9/ ✅ Clear asymmetric bet with powerful activist catalysts. Near-term proxy event and strategic review outcomes critical. $PKI.TO @joinyellowbrick"
@skewangles Avatar @skewangles on X 2025-03-20 17:18:39 UTC XXX followers, XXX engagements

"Update on $ANX.L: Instead of cash shareholders are offered unsecured nontransferable fiveyear PIK loan notes plus a small separate XX m cash tender. Stock fell f-18% effectively marking the loan notes to a discounted present value of XXXX . 🧵"
@skewangles Avatar @skewangles on X 2025-07-22 09:28:43 UTC XXX followers, XXX engagements

"SOTP using FY24 EBIT peer multiple EV in Bn): Truck (542 m X Daimler Truck) XXXX Bus (138 m X Ebusco/VDL) XXXX Powertrain (216 m X Cummins) XXXX Defence XXX Financial Svcs (P/B 1) XXX EV XXXX. Net debt XXX. Equity value 5.1bn 18.5/sh (7/x)"
@skewangles Avatar @skewangles on X 2025-07-14 09:23:58 UTC XXX followers, XX engagements

"Sale talks surface: Exor is now sounding out multiple non-European buyers for its XXXX% stake in $IVG.MI; Tata Motors is named as one suitor (Tata and Iveco explored alliances in the mid-2000s); discussions exclude Iveco Defence Vehicles. A few thoughts on the implications. 🧵"
@skewangles Avatar @skewangles on X 2025-07-18 14:17:04 UTC XXX followers, XXX engagements

"$EVO.ST Evolutions Q1-25 headline: XXXXX m revenue (+3.9 % y/y) & XXX m EBITDA (-1.1 % y/y vs IBES XXXXX m)"
@skewangles Avatar @skewangles on X 2025-04-30 14:20:00 UTC XXX followers, XXX engagements

"Bottom line: the dealers edge is intact; the odds are just juicier. If you like value with optionality take a seat at EVOs tablehedge with pricey peers and let the math play out. 🎲 $EVO $EVO.ST"
@skewangles Avatar @skewangles on X 2025-04-30 14:20:06 UTC XXX followers, XXX engagements

"8/ ⚠ Key Risk Factors Primary risks include uncertainty around M&A appetite and trade war lower-than-expected valuations or delays in asset sales. Watch closely for early-2025 signals to gauge trajectory"
@skewangles Avatar @skewangles on X 2025-03-20 17:18:39 UTC XXX followers, XX engagements

"12 m represents only XX % of the free float ( XX m shares excluding the insiders). Eligible shareholders may tender up to XX % of their holding prorated if oversubscribed. Most holders will still be forced into the loan notes. (2/x)"
@skewangles Avatar @skewangles on X 2025-07-22 09:28:44 UTC XXX followers, XX engagements