# ![@DuckPond_VR Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1724125092244840448.png) @DuckPond_VR DuckPond Value Research

DuckPond Value Research posts on X about $frvia, $dwl, $axl, axl the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1724125092244840448/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1724125092244840448/c:line/m:interactions.svg)

- [--] Week [-----] +3.40%
- [--] Month [------] +183%
- [--] Months [------] +4.30%
- [--] Year [-------] +3.70%

### Mentions: [--] [#](/creator/twitter::1724125092244840448/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1724125092244840448/c:line/m:posts_active.svg)

- [--] Week [--] +10%
- [--] Month [--] +61%
- [--] Months [---] +133%
- [--] Year [---] +63%

### Followers: [-----] [#](/creator/twitter::1724125092244840448/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1724125092244840448/c:line/m:followers.svg)

- [--] Week [-----] +0.18%
- [--] Month [-----] +2.70%
- [--] Months [-----] +13%
- [--] Year [-----] +44%

### CreatorRank: [---------] [#](/creator/twitter::1724125092244840448/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1724125092244840448/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  40.59% [stocks](/list/stocks)  19.8% [cryptocurrencies](/list/cryptocurrencies)  16.83% [countries](/list/countries)  5.94% [automotive brands](/list/automotive-brands)  1.98% [currencies](/list/currencies)  1.98%

**Social topic influence**
[$frvia](/topic/$frvia) #1, [$dwl](/topic/$dwl) #1, [$axl](/topic/$axl) #17, [axl](/topic/axl) #136, [$far](/topic/$far) #1, [gold](/topic/gold) 8.91%, [$lbtya](/topic/$lbtya) #1, [$lbtyk](/topic/$lbtyk) #1, [copper](/topic/copper) #1066, [$bayn](/topic/$bayn) #1

**Top accounts mentioned or mentioned by**
[@duckpondvr](/creator/undefined) [@charlandodminas](/creator/undefined) [@truthbelowg](/creator/undefined) [@yesmanmo](/creator/undefined) [@inflexiosearch](/creator/undefined) [@faan85](/creator/undefined) [@horosfunds](/creator/undefined) [@itsfundamental](/creator/undefined) [@polymarketintel](/creator/undefined) [@investorsrelat3](/creator/undefined) [@momentumfinanc3](/creator/undefined) [@segundoimpulso](/creator/undefined) [@mrcablehogue](/creator/undefined) [@tutuflai](/creator/undefined) [@inversionitas](/creator/undefined) [@qualscreener](/creator/undefined) [@chad_pumpiano](/creator/undefined) [@shanks2stripes](/creator/undefined) [@joinyellowbrick](/creator/undefined)

**Top assets mentioned**
[Axelar (AXL)](/topic/$axl) [FarLaunch (FAR)](/topic/$far) [Liberty Global (LBTYA)](/topic/$lbtya) [Liberty Global, plc. Class C (LBTYK)](/topic/$lbtyk) [Medicle (MDI)](/topic/$mdi) [Liberty Global plc Class B (LBTYB)](/topic/$lbtyb) [First Industrial Realty Trust, Inc. (FR)](/topic/$fr) [Corteva Inc (CTVA)](/topic/$ctva) [Iagon (IAG)](/topic/$iag) [AngloGold Ashanti Limited (AU)](/topic/$au) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Newmont Corporation (NEM)](/topic/$nem) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Adient plc Ordinary Shares (ADNT)](/topic/$adnt) [The GEO Group, Inc. (GEO)](/topic/$geo) [FAME AI (FMC)](/topic/$fmc) [Autoliv, Inc. (ALV)](/topic/$alv) [Southern Copper Corporation (SCCO)](/topic/$scco) [BHP Group Limited (BHP)](/topic/$bhp) [Realio Network (RIO)](/topic/$rio)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Forvia wins $1B contracts in NA with a major European automaker. Seating interiors & lighting included. Assuming a 6y lifecycle it represents 2.2% of NA group annual sales. $FRVIA"  
[X Link](https://x.com/DuckPond_VR/status/2017131243343614340)  2026-01-30T07:02Z [----] followers, [---] engagements


"The acquisition of Dowlais $DWL by Dauch (American Axle $AXL) is now complete. ✅ The first leg of the thesis has played out with a +44% gain. If you exchanged 100% for Dauch shares you will receive [------] Dauch shares per Dowlais share at an average price of $5.29* with the stock now trading around $8. *Shares bought at [--] GBX https://twitter.com/i/web/status/2018687785142571055 https://twitter.com/i/web/status/2018687785142571055"  
[X Link](https://x.com/DuckPond_VR/status/2018687785142571055)  2026-02-03T14:07Z [----] followers, [---] engagements


"Adients $ADNT earnings are boosting auto parts. Forvia $FRVIA and American Axle (Dauch) $AXL are up +50% on a 1-year basis. 💡 Who said you cant make money in cyclicals or turnarounds"  
[X Link](https://x.com/DuckPond_VR/status/2019069665708822758)  2026-02-04T15:24Z [----] followers, [---] engagements


"Volume entered at opening"  
[X Link](https://x.com/DuckPond_VR/status/2019839241266540618)  2026-02-06T18:22Z [----] followers, [---] engagements


"2.04 million shares traded till now. Something is moving regarding the company's control"  
[X Link](https://x.com/DuckPond_VR/status/2019839682641588346)  2026-02-06T18:24Z [----] followers, [---] engagements


"Welcome to The Pond Journal #7. I'm writing to you this Monday because something very interesting happened on Friday something that deserves to be in the Journal before the markets open this week. http://x.com/i/article/2020559870194225152 http://x.com/i/article/2020559870194225152"  
[X Link](https://x.com/DuckPond_VR/status/2020755560275058865)  2026-02-09T07:04Z [----] followers, [----] engagements


"Something big happened on Friday at Liberty Global🚩 Things are shifting within the Cable Cowboys domain: ➡8% of control votes moved in one session 2.5M shares traded (vs. 2k usual volume). 📈+50% premium over common shares. Today Im deep-diving into this event. A potential catalyst for a compelling SOTP is forming. $LBTYA $LBTYB $LBTYK https://t.co/ZT0Gw6ESw4 https://t.co/ZT0Gw6ESw4"  
[X Link](https://x.com/anyuser/status/2020755777980387651)  2026-02-09T07:04Z [----] followers, [---] engagements


"RT @DuckPond_VR: Something big happened on Friday at Liberty Global🚩 Things are shifting within the Cable Cowboys domain: ➡8% of control"  
[X Link](https://x.com/DuckPond_VR/status/2020843319056810428)  2026-02-09T12:52Z [----] followers, [--] engagements


"The spread we saw on Friday in Liberty Global B shares persisted yesterday with 30% premium regarding $LBTYK $LBTYA. Vol. still above normal in $LBTYB. Read what happened on friday https://x.com/DuckPond_VR/status/2020755560275058865 https://t.co/ZT0Gw6ESw4 https://x.com/DuckPond_VR/status/2020755560275058865 https://t.co/ZT0Gw6ESw4"  
[X Link](https://x.com/DuckPond_VR/status/2021114342721081766)  2026-02-10T06:49Z [----] followers, [---] engagements


"Forvia close to [--]. Remember that turnarounds & cyclicals could be a great business. Listen to Peter Lynch. $FRVIA"  
[X Link](https://x.com/anyuser/status/2021222952297996503)  2026-02-10T14:01Z [----] followers, [---] engagements


"Valeo plunges -10% after less ambitious targets at its CMD dragging down Forvia and other autoparts. $FR $FRVIA"  
[X Link](https://x.com/DuckPond_VR/status/1991547734210531773)  2025-11-20T16:42Z [----] followers, [---] engagements


"📌List of contents in The Value Pond (link bio & answer) Full thesis published: 01/26-Foraco (Drilling serv.)🔄 09/25-WizzAir(Airlines) 🔄 06/25 - Forvia(Autoparts) 🔄 03/25 - Dowlais (Autoparts) 🔄 01/25 - Drger (Health Equipment) 🔄 10/24 - Liberty (Telcom) 🔄 10/24 - Biesse (Machinery) 🔄 07/24 - Grifols* (Pharma-Plasma) 03/24 - Mo-Bruk (Waste serv) 🔄 12/23 - Bayer AG (Agro-Pharma) 🔄 Special situations 10/24 - Sunrise✅ 01/24 - Capri❌ Expected updates 🔄 Thesis completed ✅ Thesis failed ❌ *Grifols thesis & updates published on Seeking Alpha. $DWL $DRW8 $DRW3 $LBTYK $LBTYA $BSS.MI $FRVIA"  
[X Link](https://x.com/DuckPond_VR/status/2009682806268366892)  2026-01-09T17:44Z [----] followers, [---] engagements


"Major Drilling Group Foraco's main competitor has its price target raised to $17 by RBC Capital Markets. "Upward step in [----] as the money raised in [----] flows into drilling" $MDI $FAR #MiningStocks #Copper #Gold"  
[X Link](https://x.com/DuckPond_VR/status/2012128269362200914)  2026-01-16T11:42Z [----] followers, [---] engagements


"Mitchell Services $MSV.AS an competitor of Foraco $FAR.TO reported Q2 [----] with +5% revenue growth. Management highlighted: 📈 Higher demand for rigs 📈 Sharp increase in new tenders ⛏ Juniors playing a bigger role than in the previous cycle. This is only the beginning. $FAR $MDI.TO $MDI $MSV https://twitter.com/i/web/status/2016461010333290876 https://twitter.com/i/web/status/2016461010333290876"  
[X Link](https://x.com/DuckPond_VR/status/2016461010333290876)  2026-01-28T10:39Z [----] followers, [---] engagements


"Orbit Garant delivered a strong FYQ2 [----] with revenue climbing 10.5% despite a harsh winter in . 👨💼Management has a very positive outlook on rig utilization levels for H2 with junior demand starting to explode. 📈 Stock is up 10% today. 📅 Foraco will report earnings on February [--]. $OGD.TO $OGD $FAR $FAR.TO"  
[X Link](https://x.com/DuckPond_VR/status/2021966251589878007)  2026-02-12T15:14Z [----] followers, [---] engagements


"The big fish https://x.com/DuckPond_VR/status/2012128269362200914s=20 Major Drilling Group Foraco's main competitor has its price target raised to $17 by RBC Capital Markets. "Upward step in [----] as the money raised in [----] flows into drilling" $MDI $FAR #MiningStocks #Copper #Gold https://t.co/J6AJrDYRcz https://x.com/DuckPond_VR/status/2012128269362200914s=20 Major Drilling Group Foraco's main competitor has its price target raised to $17 by RBC Capital Markets. "Upward step in [----] as the money raised in [----] flows into drilling" $MDI $FAR #MiningStocks #Copper #Gold https://t.co/J6AJrDYRcz"  
[X Link](https://x.com/DuckPond_VR/status/2021970892512014537)  2026-02-12T15:33Z [----] followers, [---] engagements


"Dauch (old American Axle) is down -13%. IMO for a slightly lower than expected sales in 1st year of combination (On AXL side seemly) + more than expected restructuring expenses (350 million). There was a brief opportunity to add below [--]. 🎯TP reaffirmed on 11-12$ $DCH $DWL $AXL"  
[X Link](https://x.com/DuckPond_VR/status/2022368492750524586)  2026-02-13T17:53Z [----] followers, [---] engagements


"Something is moving in Bayer agriculture competitors: ➡BASF intentions of spinoff the agriculture segment keeping the control of spinned company. ➡Corteva will split in two companies: seeds & Crop protection. This could lead to an interesting special situations. $BASF $CTVA $BAYN $BAYRY https://twitter.com/i/web/status/1987770618142495006 https://twitter.com/i/web/status/1987770618142495006"  
[X Link](https://x.com/DuckPond_VR/status/1987770618142495006)  2025-11-10T06:33Z [----] followers, [---] engagements


"📈Gold heading $5000. 📈Copper consumption estimated to double by [----]. 📉Existing mines depleting their reserves. Miners⛏ are one place to look but another way to find value in this sector is 📍🕳drilling Here is a small infographic on the sector and a few names: $MDI $PRN $FAR $CAPD $GEO $OGD I will cover one of them very soon. https://twitter.com/i/web/status/1996630397057225153 https://twitter.com/i/web/status/1996630397057225153"  
[X Link](https://x.com/DuckPond_VR/status/1996630397057225153)  2025-12-04T17:19Z [----] followers, [---] engagements


"Tomorrow🖊the Pond Journal #4: "Drill baby drill"⛏ A 5-minute read on the supply side of the Mining Cycle with a second derivative idea. Full read tomorrow 10:00➡ Link in Bio. Graph source: @Charlandodminas $GDX $GDXJ $B $NEM $AEM $AU $FCX $BHP $RIO $SCCO $ANTO.LN $MDI $PRN $FAR $CAPD $GEO $OGD https://twitter.com/i/web/status/1999534912408326550 https://twitter.com/i/web/status/1999534912408326550"  
[X Link](https://x.com/DuckPond_VR/status/1999534912408326550)  2025-12-12T17:40Z [----] followers, [---] engagements


"Green Bridge Metals signed an agreement with Foraco for a nickel-copper test in Minnesota. Small contract but signaling the junior awakening. $GRBM $FAR"  
[X Link](https://x.com/DuckPond_VR/status/2011827162517512556)  2026-01-15T15:45Z [----] followers, [---] engagements


"🖊 The Pond Journal #5 is live: "Bayer & Molecular Breeding" 🌱 A 5-minute read on the invisible moat in agriculture built upon billions of genetic data points. Full read next link or bio $BAYN $BAYRT $CTVA $BAS $KWS"  
[X Link](https://x.com/DuckPond_VR/status/2012057234658783683)  2026-01-16T07:00Z [----] followers, [---] engagements


"WizzAir January traffic data: 👥Passengers +8.5% YoY (+10% capacity) 🧳Load Factor 84.4% (-1.6pts vs Jan'25) ✈CO2 lower consumption lower fuel consump. ⚠News rectification: US approval for UK-US flights is not for regular routes. Only for specific charter flights. $IAG $ICAG $WIZZ $RYAAY $RYA $WZZZY $WIZZ.LE https://twitter.com/i/web/status/2018629055864512813 https://twitter.com/i/web/status/2018629055864512813"  
[X Link](https://x.com/DuckPond_VR/status/2018629055864512813)  2026-02-03T10:14Z [----] followers, [---] engagements


"Away from the noise context and a long-term vision. A must read from @TruthBelowG. Y lleg la correccin a los #metales. Puedes leer nuestra newsletter sobre macro y metales #3 👇 https://t.co/cYPgiNMxzX https://t.co/IL9HIr6juD Y lleg la correccin a los #metales. Puedes leer nuestra newsletter sobre macro y metales #3 👇 https://t.co/cYPgiNMxzX https://t.co/IL9HIr6juD"  
[X Link](https://x.com/DuckPond_VR/status/2019730647586308096)  2026-02-06T11:11Z [----] followers, [----] engagements


"Forvia🚗: Auto leader (seating interiors) excessive pessimism on cycle/debt but electrification-neutral restructuring (500M savings) and consolidation. 📅Published on 6/25 📈Current: [-----] +80% 🎯Remaining upside: 20% expected updates. $FRVIA.PA $FRVIA"  
[X Link](https://x.com/DuckPond_VR/status/2015739770429706585)  2026-01-26T10:53Z [----] followers, [---] engagements


"American Axle will be Dauch Corporation after Dowlais merge. Last day for mix & match selection for Dowlais shareholders 28/01/2026 12:00. $DCH $AXL $DWL"  
[X Link](https://x.com/DuckPond_VR/status/2015798807632454060)  2026-01-26T14:47Z [----] followers, [---] engagements


"Something strange is happening with Liberty Global. B shares volume is moving 15% of total B. $LBTYB $LBTYA $LBTYK"  
[X Link](https://x.com/DuckPond_VR/status/2019832720298545454)  2026-02-06T17:57Z [----] followers, [---] engagements


"Historical session for Liberty Global: Class B $LBTYB: 2.42M shares traded ( vs. avg 2.2k). 18% of total float swapped in [--] day. Class A $LBTYA: 4.6M shares (2x avg volume). Both classes with voting rights (10xB 1xA) Something strange is happening with Liberty Global. B shares volume is moving 15% of total B. $LBTYB $LBTYA $LBTYK https://t.co/ZgJjDUzhL5 Something strange is happening with Liberty Global. B shares volume is moving 15% of total B. $LBTYB $LBTYA $LBTYK https://t.co/ZgJjDUzhL5"  
[X Link](https://x.com/DuckPond_VR/status/2019882103987675152)  2026-02-06T21:13Z [----] followers, [---] engagements


"Mitchell services did previously https://x.com/DuckPond_VR/status/2016461010333290876s=20 Mitchell Services $MSV.AS an competitor of Foraco $FAR.TO reported Q2 [----] with +5% revenue growth. Management highlighted: 📈 Higher demand for rigs 📈 Sharp increase in new tenders ⛏ Juniors playing a bigger role than in the previous cycle. This is only the beginning. https://t.co/M0Yy0RLvdU https://x.com/DuckPond_VR/status/2016461010333290876s=20 Mitchell Services $MSV.AS an competitor of Foraco $FAR.TO reported Q2 [----] with +5% revenue growth. Management highlighted: 📈 Higher demand for rigs 📈"  
[X Link](https://x.com/DuckPond_VR/status/2021970816276345135)  2026-02-12T15:33Z [----] followers, [---] engagements


"Full coverage pre-merge https://www.duckpondvr.com/p/dowlais-part-ii https://www.duckpondvr.com/p/dowlais-part-ii"  
[X Link](https://x.com/DuckPond_VR/status/2022376259527774582)  2026-02-13T18:24Z [----] followers, [---] engagements


"1000 visits on Wizz Air thesis. Now expected 📈20% growth in seats capacity year-on-year in [----] with new deliveries and less grounded planes🛫. This means CASK normalization ⚙🛢🧑✈. Deserve a look👁. Make it 2k $WIZZ $WZZZY"  
[X Link](https://x.com/DuckPond_VR/status/2013998526309539846)  2026-01-21T15:34Z [----] followers, [---] engagements


"The Future is fueled by copper and this excellent report describes an structural & growing deficit that 📈 price should resolve with new mining projects. Is not only a thesis for the copper also for the drillers like Major Drilling or Foraco as second derivative of this tendency. Is #Copper the most strategic asset of the decade 📈 We have just released a comprehensive open-access analysis of the global copper market. We break down: Supply/demand price outlook and deep data analysis. Full report 👉 https://t.co/d3pXKtvPY3 #Commodities #Mining Is #Copper the most strategic asset of the decade"  
[X Link](https://x.com/DuckPond_VR/status/2015491747413950956)  2026-01-25T18:27Z [----] followers, [---] engagements


"I understand the silver euphoria 📈. I'm enjoying this massive rally myself. ⚠ But we cannot deny that industrial demand will not remain inelastic at any price and speculative demand could disappear fast. 💡Don't forget to be "fearful when others are greedy.""  
[X Link](https://x.com/DuckPond_VR/status/2015689090499219955)  2026-01-26T07:31Z [----] followers, [---] engagements


"Foraco⛏ Mining drillers derivative play on gold & copper supercycle + severe sector underinvestment. 📅Published on 1/26 📈Current: [----] CAD +13% so far 🎯Remaining upside: 107% (Base case 120% by 2027) $FAR.TO $FAR $MDI.TO $MDI $TSX"  
[X Link](https://x.com/DuckPond_VR/status/2015739766143091105)  2026-01-26T10:53Z [----] followers, [---] engagements


"@YesManMO Congratulations Sometimes the best to do is just sit and wait"  
[X Link](https://x.com/DuckPond_VR/status/2015744399829831995)  2026-01-26T11:11Z [----] followers, [--] engagements


"@InflexioSearch Nice pick. I covered Foraco. Liked more than Orbit for the geographic diversification & a bit bigger"  
[X Link](https://x.com/DuckPond_VR/status/2015817594301817207)  2026-01-26T16:02Z [----] followers, [---] engagements


"This is a Foraco $FAR.TO competitor on NA and Latam. A valid pick as well. Same dynamics. It is smaller but more actionable via acquisition. Maybe $MDI.TO I am long $OGD.TO - Orbit Garant They offer Drilling Services for gold and copper companies. 72% Canada 28% International (Chile primarily) and 65% gold/30% copper approximately 65m market cap 100m EV $25M EBITDA estimated for [----] or 4x EBITDA It's a pretty simple thesis - https://t.co/C7uFiM2gum I am long $OGD.TO - Orbit Garant They offer Drilling Services for gold and copper companies. 72% Canada 28% International (Chile primarily) and"  
[X Link](https://x.com/DuckPond_VR/status/2015819471391191127)  2026-01-26T16:09Z [----] followers, [---] engagements


"Strong 2nd quarter for airlines✈: QTD Flights growth 8% over [----] (+13% vs 2019) YTD Flights growh 10% over [----] (+12% vs 2019) Q3 expectations are high. $IAG $LHA $AAL $AF $RYAAY $DAL https://twitter.com/i/web/status/1807750804721254633 https://twitter.com/i/web/status/1807750804721254633"  
[X Link](https://x.com/DuckPond_VR/status/1807750804721254633)  2024-07-01T12:19Z [----] followers, [----] engagements


"Lufthansa $LHA expects a worse Q3 compared to [----] mainly due to Airbus delivery delays and higher costs. Q2 in line with $AF good traffic data lower RASK and higher costs (fuel and personnel). $IAG reports tomorrow"  
[X Link](https://x.com/DuckPond_VR/status/1819036061886033921)  2024-08-01T15:42Z [----] followers, [---] engagements


"IAG just presented Q3 results. Why $IAG over $AF or $LHA 👇"  
[X Link](https://x.com/DuckPond_VR/status/1854800385652797550)  2024-11-08T08:17Z [----] followers, [----] engagements


"IMO excessive pessimism caused by tariffs and high debt. Forvia is a key supplier positioned for global growth for brands like BYD. The debt is affordable. 🩸Blood in Autoparts suppliers. Forvia is 20% down in a week. https://t.co/uHqEDQ5sWY 🩸Blood in Autoparts suppliers. Forvia is 20% down in a week. https://t.co/uHqEDQ5sWY"  
[X Link](https://x.com/DuckPond_VR/status/1907457186852433984)  2025-04-02T15:36Z [----] followers, [---] engagements


"Here we go again. Grifols $GRF $GRFS"  
[X Link](https://x.com/DuckPond_VR/status/1942864535800483980)  2025-07-09T08:32Z [----] followers, [----] engagements


"Grifols improving deleveraging and margins. Preliminary good H1. $GRF $GRFS"  
[X Link](https://x.com/DuckPond_VR/status/1950228172462837840)  2025-07-29T16:13Z [----] followers, [----] engagements


"Grifols posted solid results. Topline Q3 +9.1% leading to +7.7% 9M. Good margins also despite IRA act. There is no reason to trade below [--]. $GRF $GRF.P $GRFS"  
[X Link](https://x.com/DuckPond_VR/status/1985771252645081232)  2025-11-04T18:08Z [----] followers, [----] engagements


"In The Pond Journal #6 we are going to talk about gold miners again ⛏ We will attempt to reach a napkin valuation for the VanEck Gold Miners that provides a margin of safety and allows us to contextualize the massive rally we've seen. Stay tuned $GDX $GDXJ"  
[X Link](https://x.com/DuckPond_VR/status/2014382511145517424)  2026-01-22T16:59Z [----] followers, [---] engagements


"Its Saturday a quiet day with markets closed. Youre rebalancing your portfolio and notice gold miners ⛏ which have kept climbing 📈 🤔You wonder where to set the limit and ask yourself if its time to be fearful when others are greedy. Then suddenly you find a 5-minute read that helps contextualize and decide. Its right here $GDX $GDXJ $B $AEM $NEM $FCX $AU $K https://t.co/eR87FGxEPq https://t.co/eR87FGxEPq"  
[X Link](https://x.com/DuckPond_VR/status/2015115317371154591)  2026-01-24T17:31Z [----] followers, [---] engagements


"Worth nothing to trim gains a bit. 💡Be a Connoisieur. I understand the silver euphoria 📈. I'm enjoying this massive rally myself. ⚠ But we cannot deny that industrial demand will not remain inelastic at any price and speculative demand could disappear fast. 💡Don't forget to be "fearful when others are greedy." https://t.co/FY8NZgTVdf I understand the silver euphoria 📈. I'm enjoying this massive rally myself. ⚠ But we cannot deny that industrial demand will not remain inelastic at any price and speculative demand could disappear fast. 💡Don't forget to be "fearful when others are greedy.""  
[X Link](https://x.com/DuckPond_VR/status/2017252588240896376)  2026-01-30T15:04Z [----] followers, [---] engagements


"@faan85 It has caught the market's mood today. Capital Markets Day is coming up soon"  
[X Link](https://x.com/DuckPond_VR/status/2017257026405949632)  2026-01-30T15:22Z [----] followers, [--] engagements


"A relief from Australia for Bayer $BAYN $BAYRY in RoundUp cases. 👀Eyes on the H1 results presentations: $BASF 26/07 $FMC 31/07 $CTVA 31/07 $BAYN 06/08"  
[X Link](https://x.com/DuckPond_VR/status/1816414487890608564)  2024-07-25T10:05Z [----] followers, [----] engagements


"$BASF Agricultural Lower volumes in USA driving -13% sales. $BAYN $BAYRY A relief from Australia for Bayer $BAYN $BAYRY in RoundUp cases. 👀Eyes on the H1 results presentations: $BASF 26/07 $FMC 31/07 $CTVA 31/07 $BAYN 06/08 https://t.co/s6GgYkoWBy A relief from Australia for Bayer $BAYN $BAYRY in RoundUp cases. 👀Eyes on the H1 results presentations: $BASF 26/07 $FMC 31/07 $CTVA 31/07 $BAYN 06/08 https://t.co/s6GgYkoWBy"  
[X Link](https://x.com/DuckPond_VR/status/1816774211278352560)  2024-07-26T09:55Z [----] followers, [---] engagements


"Zegona $ZEG 1st position in @horosfunds Value Internacional"  
[X Link](https://x.com/DuckPond_VR/status/1885244744562802871)  2025-01-31T08:32Z [----] followers, [----] engagements


"FRP Holdings post [---] million in legal advisory on H1. John Baker: "All we can say at this time is that we are pursuing a business opportunity and those legal expenses are related to it." Analyst: "Okay. It seems like a big one." David deVilliers: "Your words" 😎 $FRPH"  
[X Link](https://x.com/DuckPond_VR/status/1953842706779627795)  2025-08-08T15:36Z [----] followers, [----] engagements


"Tomorrow new thesis: WizzAir ✈ Europe's cost leader 📈Strong growth potential ♻Favorable capital cycle 🔍Temporary challenges Full thesis on why this could be a bagger. Tomorrow 8:30 AM on my blog. $WIZZ $RYAAY $RYA $WZZZY"  
[X Link](https://x.com/DuckPond_VR/status/1967599388165095638)  2025-09-15T14:40Z [----] followers, [----] engagements


"✈WizzAir full thesis released. I'm sure you'll find it interesting. 🔗Link in bio $WIZZ $RYAAY $RYA $WZZZY Tomorrow new thesis: WizzAir ✈ Europe's cost leader 📈Strong growth potential ♻Favorable capital cycle 🔍Temporary challenges Full thesis on why this could be a bagger. Tomorrow 8:30 AM on my blog. $WIZZ $RYAAY $RYA $WZZZY https://t.co/h2aQ1K855V Tomorrow new thesis: WizzAir ✈ Europe's cost leader 📈Strong growth potential ♻Favorable capital cycle 🔍Temporary challenges Full thesis on why this could be a bagger. Tomorrow 8:30 AM on my blog. $WIZZ $RYAAY $RYA $WZZZY https://t.co/h2aQ1K855V"  
[X Link](https://x.com/DuckPond_VR/status/1969650300333043965)  2025-09-21T06:30Z [----] followers, [---] engagements


"In the "Sunrise or Liberty Global" deep dive on Sstak a sum-of-the-parts valuation was offered for the Liberty part. Since then Sunrise was spun off Formula E position reached 65% and 7% of total shares have been repurchased. Upside potential atractive. 🔎Worth a look. $LBTYK $LBTYA https://twitter.com/i/web/status/1983222026299982229 https://twitter.com/i/web/status/1983222026299982229"  
[X Link](https://x.com/DuckPond_VR/status/1983222026299982229)  2025-10-28T17:19Z [----] followers, [---] engagements


"CSL a Grifols competitor is down 22% in a week after the announcement of a delay on the spinoff of its vaccine segment. $CSL $GRF $GRFS"  
[X Link](https://x.com/DuckPond_VR/status/1983612185759858806)  2025-10-29T19:09Z [----] followers, [---] engagements


"The Spanish value fund Cobas doubles its position in Wizz Air. Top [--] shareholders. $WIZZ $RYAAY $RYA $WZZZY $WIZZ.LE https://wizzair2024eutfm.q4web.com/news/news-details/2025/Holdings-in-Company-062ba4955/default.aspx https://wizzair2024eutfm.q4web.com/news/news-details/2025/Holdings-in-Company-062ba4955/default.aspx"  
[X Link](https://x.com/DuckPond_VR/status/1986758467747565776)  2025-11-07T11:31Z [----] followers, [---] engagements


"@its_fundamental Dowlais results were solid. Totally there is much to look forward https://www.duckpondvr.com/p/dowlais-part-ii https://www.duckpondvr.com/p/dowlais-part-ii"  
[X Link](https://x.com/DuckPond_VR/status/1988251382789357941)  2025-11-11T14:24Z [----] followers, [--] engagements


"A user on the orange blog platform shared the following image comparing Foraco's performance with these assets adding: "FAR doesnt perform well at all." It was clear he hadnt read the thesis; I hope he does after my explanation. And maybe you too. (1/4) $FAR $PLTM $XME $QQQ $IAU https://twitter.com/i/web/status/2013207885606535435 https://twitter.com/i/web/status/2013207885606535435"  
[X Link](https://x.com/DuckPond_VR/status/2013207885606535435)  2026-01-19T11:12Z [----] followers, [---] engagements


"🖊The Pond Journal #6 is out: Gold Miners & The Napkin Math 📝 A 5-minute read trying to put context on Gold Miners rally. Is the party over Full read next link or bio $GDX $B $AEM $NEM $FCX $AU $K"  
[X Link](https://x.com/DuckPond_VR/status/2014619992000430510)  2026-01-23T08:43Z [----] followers, [---] engagements


"Quietly and slowly Foraco $FAR is carrying a +20% YTD. And this is just the beginning . The price of gold silver or copper points to a single path: ⛏brownfield and greenfield exploration"  
[X Link](https://x.com/DuckPond_VR/status/2016163981447045489)  2026-01-27T14:58Z [----] followers, [---] engagements


"I'm lucky I do this exclusively: I run a small family office and also collaborate as an independent analyst for other FO and entities. I don't publish investment theses to get people to invest in them. I wouldnt even do that myself. Conviction is about doing the hard work yourself. I suffer from imposter syndrome and it only gets worse the better things go. I overthink everything I say and write. I dont know how to play the engagement game. Yet here we are: [---] blog subscribers and over 16k views in [--] year. Among them are fund managers industry insiders and even a geopolitic YT😂. Its finally"  
[X Link](https://x.com/DuckPond_VR/status/2018001584571969881)  2026-02-01T16:40Z [----] followers, [---] engagements


"@PolymarketIntel Its a very legitimate way of sweeping the dust of a financial failure under a rug of success"  
[X Link](https://x.com/DuckPond_VR/status/2018580190226722829)  2026-02-03T06:59Z [----] followers, [---] engagements


"I can't tell you what to do. It depends on your money's opportunity cost. If it dropped back to [--] could you afford to wait another year Thats a good question to ask yourself. For my part my current plan is to wait for the Capital Markets Day and the earnings reports. I want to see how those synergies and cost cuts impact the margins monitor the debt and see if theres any word on the business unit sale. This might end up leading to an upward revision of the price target. https://twitter.com/i/web/status/2019083580195135752 https://twitter.com/i/web/status/2019083580195135752"  
[X Link](https://x.com/DuckPond_VR/status/2019083580195135752)  2026-02-04T16:20Z [----] followers, [--] engagements


"Good results for Barrick $B. Regarding Foraco $FAR.TO and the rest of the drillers it is worth highlighting an increase in the exploration budget for [----] of more than 30%. Time to drill ⛏"  
[X Link](https://x.com/DuckPond_VR/status/2019373910794596527)  2026-02-05T11:33Z [----] followers, [---] engagements


"The EU is backtracking on the internal combustion engine ban. Forvia's Clean Mobility division (ULES systems) will remain a cash cow for a little longer. I already covered this in the full thesis. $FRVIA $FR $AXL $DWL. EU to relent on combustion engines ban after auto industry pressure https://t.co/zTPRZ88FKF https://t.co/zTPRZ88FKF EU to relent on combustion engines ban after auto industry pressure https://t.co/zTPRZ88FKF https://t.co/zTPRZ88FKF"  
[X Link](https://x.com/DuckPond_VR/status/2000878193449034014)  2025-12-16T10:38Z [----] followers, [---] engagements


"RT @DuckPond_VR: Something strange is happening with Liberty Global. B shares volume is moving 15% of total B. $LBTYB $LBTYA $LBTYK ht"  
[X Link](https://x.com/DuckPond_VR/status/2019876661509124246)  2026-02-06T20:51Z [----] followers, [--] engagements


"Just published a new post on my blog analyzing the Q1 results of two of the companies I follow (with complete theses on my blog) ➡🌱Bayer $BAYN $BAYRY Brief analysis of Q1 and reflection on possible personal biases involved. ➡♻MoBruk $MBR #LongPoland Brief analysis of Q1 and evaluation of the latest M&A (El Kajo) and projected investments. Link in bio https://twitter.com/i/web/status/1795141791177400713 https://twitter.com/i/web/status/1795141791177400713"  
[X Link](https://x.com/DuckPond_VR/status/1795141791177400713)  2024-05-27T17:15Z [----] followers, [----] engagements


"Mobruk $MBR founder split the ownership between his three children. 7% each. Not specially bullish with this. https://mobruk.pl/raporty_biezace/zawiadomienie-o-zmianie-stanu-posiadanego-udzialu-w-ogolnej-liczbie-glosow-z-akcji-spolki-mo-bruk-spolka-akcyjna-2/ https://mobruk.pl/raporty_biezace/zawiadomienie-o-zmianie-stanu-posiadanego-udzialu-w-ogolnej-liczbie-glosow-z-akcji-spolki-mo-bruk-spolka-akcyjna-2/"  
[X Link](https://x.com/DuckPond_VR/status/1800908983043252440)  2024-06-12T15:12Z [----] followers, [---] engagements


"MoBruk $MBR discounts today [-----] PLN/share in dividends falling by 5%. In a month we should see a Q2 where the [----] M&A starts to show results"  
[X Link](https://x.com/DuckPond_VR/status/1817875693532791242)  2024-07-29T10:51Z [----] followers, [---] engagements


"Its been a while since last comments of Mo-Bruk $MBR Here's a brief update 📈Mo-Bruk reported a 5% increase in revenue from Waste Management in H1 despite downtime at the Karsy plant due to renovation and with El-Kajo not fully operational. Notably the RDF segment has recovered in both volume and pricing. 🏭Overall they operated at 44% of total capacity in processed tons in H1 when we could have expected over 50%. 🔃Landfill taxes have risen by 9% compared to [----] primarily to meet the EU's waste reduction targets for landfilling. This has a positive impact on the volumes and prices Mo-Bruk"  
[X Link](https://x.com/DuckPond_VR/status/1843327443802726630)  2024-10-07T16:28Z [----] followers, [---] engagements


"Sunrise AG is up 3% today getting too close to the target price from the thesis while Liberty Global keeps buying back shares at a steady pace. $SUNN $SNRE $LBTYK $LBTYA Sunrise the Liberty Global spinoff was approved on friday and @investorsrelat3 & myself have been studying the company and the brochure in depth. We bring you an exhaustive analysis of Sunrise and a valuation of the spinoff and the parent company. Part I: Sunrise spinoff https://t.co/GVF85TbH9c Sunrise the Liberty Global spinoff was approved on friday and @investorsrelat3 & myself have been studying the company and the"  
[X Link](https://x.com/DuckPond_VR/status/1882006650493788611)  2025-01-22T10:05Z [----] followers, [---] engagements


"Tomorrow I will publish a new blog post whose guiding thread is one of those paradoxes that sometimes occur in the market: 🚗The case of Forvia and Hella Curious See the infographic 👇 📅Full thesis on my blog tomorrow. $HLE $FRVIA https://twitter.com/i/web/status/1935227298468290564 https://twitter.com/i/web/status/1935227298468290564"  
[X Link](https://x.com/DuckPond_VR/status/1935227298468290564)  2025-06-18T06:45Z [----] followers, [----] engagements


"Forvia a market paradox. Available on my blog. $FRVIA $HLA Discover Forvia the world's 7th largest auto🚗 parts supplier and the market paradox its stock price represents.🕗Tomorrow [--] am on the blog. $FRVIA $HLE https://t.co/GYDuu98zFj Discover Forvia the world's 7th largest auto🚗 parts supplier and the market paradox its stock price represents.🕗Tomorrow [--] am on the blog. $FRVIA $HLE https://t.co/GYDuu98zFj"  
[X Link](https://x.com/DuckPond_VR/status/1935582027811553776)  2025-06-19T06:14Z [----] followers, [----] engagements


"Forvia +12% 1w. More to come here. Full thesis on my blog. 🔗Link in bio. $FRVIA $FR $VC $ADNT $LEA $JMAT $HLE $DWL $DAN $CON $APTV $ALV"  
[X Link](https://x.com/DuckPond_VR/status/1938504990961672420)  2025-06-27T07:49Z [----] followers, [----] engagements


"Autoparts today rising with Forvia leading the way. Full thesis on my blog (🔗link in bio). $FRVIA"  
[X Link](https://x.com/DuckPond_VR/status/1940331460545913045)  2025-07-02T08:47Z [----] followers, [---] engagements


"Jefferies on Forvia: 📈Forvia and Autoliv rated buy Schaeffler and Valeo hold. European partnership with BYD offers comfort against Chinese OEM competition risk. 🔄Restructuring opportunities and potential from underperforming businesses. $FRVIA $ALV $SHA0 $FR https://twitter.com/i/web/status/1940420369837424822 https://twitter.com/i/web/status/1940420369837424822"  
[X Link](https://x.com/DuckPond_VR/status/1940420369837424822)  2025-07-02T14:40Z [----] followers, [---] engagements


"Panza Capital about Forvia $FRVIA https://www.eleconomista.es/mercados-cotizaciones/noticias/13453558/07/25/panza-capital-confia-en-companias-buenas-baratas-y-feas-por-ahora-estas-son-sus-favoritas.html https://www.eleconomista.es/mercados-cotizaciones/noticias/13453558/07/25/panza-capital-confia-en-companias-buenas-baratas-y-feas-por-ahora-estas-son-sus-favoritas.html"  
[X Link](https://x.com/DuckPond_VR/status/1942875246803194249)  2025-07-09T09:15Z [----] followers, [---] engagements


"Tomorrow American Axle shareholders vote on the merger with Dowlais. Next week Dowlais will vote too. Arbitrage returns are declining but the merger remains compelling. I discussed the merger on my blog a few months ago. Link in bio. $DWL $AXL"  
[X Link](https://x.com/DuckPond_VR/status/1944773743441551537)  2025-07-14T14:59Z [----] followers, [---] engagements


"UBS Upgrades American Axle to buy with price objective of $7. Relaxed US emissions rules and Dowlais merge as main reasons. Check detailed AXL thesis on my blog. $AXL $DWL"  
[X Link](https://x.com/DuckPond_VR/status/1946158080275706014)  2025-07-18T10:40Z [----] followers, [---] engagements


""What gives you opportunities is other people doing dumb things." WB $BYND $FRPH"  
[X Link](https://x.com/DuckPond_VR/status/1986462215675818336)  2025-11-06T15:54Z [----] followers, [----] engagements


"New positive development for Bayer Pharma: regulator gives 🟢for Eylea 8mg in RVO. This will help to delay Eylea LoE cliff on sales (4% Pharma). $BAYN $BAYRY"  
[X Link](https://x.com/DuckPond_VR/status/1999486173836902750)  2025-12-12T14:27Z [----] followers, [---] engagements


"Forvia completes another strong week (+3.5%). Some say you can't make money on turnarounds or cyclicals. 📈+60% since June thesis. And is still promising. Link in next comment. $FRVIA"  
[X Link](https://x.com/DuckPond_VR/status/1999531603295363079)  2025-12-12T17:27Z [----] followers, [---] engagements


"Bayer ADR up +5% on new advances on court. Contention is closer. $BAYN $BAYRY"  
[X Link](https://x.com/DuckPond_VR/status/2012258634403545186)  2026-01-16T20:20Z [----] followers, [---] engagements


"Wizz Air✈ Leading low-cost carrier in Central/Eastern Europe efficient fleet temporary headwinds from grounded engines 84% fleet growth by [----]. 📅Published on 9/25 📈Current: [-----] GBP +5.7% so far 🎯Remaining upside: 80%to multi bagger (Low scenario to base scenario) $WIZZ $WIZZ.L"  
[X Link](https://x.com/DuckPond_VR/status/2015739768332492959)  2026-01-26T10:53Z [----] followers, [---] engagements


"Autoparts suppliers trades at 10Y lower multiples discounting tariffs worst case & end of the world for traditional OEM's. Forvia $FRVIA reported good Q1 with +2% organic growth and reaffirmed [----] guidance. Potential impact on tariffs on US is mitigated by EXW agreements in Mexico sales or covered by USMCA in case of US imported components. https://twitter.com/i/web/status/1914731913735987646 https://twitter.com/i/web/status/1914731913735987646"  
[X Link](https://x.com/DuckPond_VR/status/1914731913735987646)  2025-04-22T17:23Z [----] followers, [---] engagements


"Market is assigning a value close to zero to Forvia excluding the market valuation of its 82% stake in Hella. $FRVIA $HLE"  
[X Link](https://x.com/DuckPond_VR/status/1917290506142560495)  2025-04-29T18:50Z [----] followers, [---] engagements


"More to come here. $FRVIA Autoparts suppliers trades at 10Y lower multiples discounting tariffs worst case & end of the world for traditional OEM's. Forvia $FRVIA reported good Q1 with +2% organic growth and reaffirmed [----] guidance. Potential impact on tariffs on US is mitigated by EXW agreements in https://t.co/Aed5jyph6N Autoparts suppliers trades at 10Y lower multiples discounting tariffs worst case & end of the world for traditional OEM's. Forvia $FRVIA reported good Q1 with +2% organic growth and reaffirmed [----] guidance. Potential impact on tariffs on US is mitigated by EXW agreements"  
[X Link](https://x.com/DuckPond_VR/status/1921838022410006697)  2025-05-12T08:01Z [----] followers, [---] engagements


"Discover Forvia the world's 7th largest auto🚗 parts supplier and the market paradox its stock price represents.🕗Tomorrow [--] am on the blog. $FRVIA $HLE Tomorrow I will publish a new blog post whose guiding thread is one of those paradoxes that sometimes occur in the market: 🚗The case of Forvia and Hella Curious See the infographic 👇 📅Full thesis on my blog tomorrow. $HLE $FRVIA https://t.co/QGcsM3zLBe Tomorrow I will publish a new blog post whose guiding thread is one of those paradoxes that sometimes occur in the market: 🚗The case of Forvia and Hella Curious See the infographic 👇"  
[X Link](https://x.com/DuckPond_VR/status/1935346986229858585)  2025-06-18T14:40Z [----] followers, [----] engagements


"Hoy estar en directo a las 18:30 en @MomentumFinanc3 para contaros la tesis de Forvia antigua Faurecia. $FRVIA https://www.youtube.com/watchv=GVKcWv5PQJk&list=PL43590ej5ByYvyG_2DIYvPAOjBL6P33jg https://www.youtube.com/watchv=GVKcWv5PQJk&list=PL43590ej5ByYvyG_2DIYvPAOjBL6P33jg"  
[X Link](https://x.com/DuckPond_VR/status/1941781246587126037)  2025-07-06T08:48Z [----] followers, [----] engagements


"@segundoimpulso Muchas gracias. La verdad es que no. No tengo especial conocimiento para analizar Farma; ya me gustara. Me parece complejsimo. Tan solo Grifols o Bayer por la coyuntura tan especial que han tenido ambas"  
[X Link](https://x.com/DuckPond_VR/status/2012118372864110791)  2026-01-16T11:02Z [----] followers, [---] engagements


"Dowlais & American Axle confirmed [----] guidance and targeting merge for Q4 [----]. 🎯Combined EV/EBITDA 2025e pre-synergies 5x. $DWL $AXL"  
[X Link](https://x.com/DuckPond_VR/status/1953806055982424137)  2025-08-08T13:10Z [----] followers, [----] engagements


"American Axle +10% due to slightly improved guidance. I find more interesting Dowlais H1 results showing that AXL is acquiring an already highly optimized structure after a strong restructuring process. Easy integration here. Combination thesis published on my blog on March. $DWL $AXL Dowlais & American Axle confirmed [----] guidance and targeting merge for Q4 [----]. 🎯Combined EV/EBITDA 2025e pre-synergies 5x. $DWL $AXL https://t.co/UY2wbBszVw Dowlais & American Axle confirmed [----] guidance and targeting merge for Q4 [----]. 🎯Combined EV/EBITDA 2025e pre-synergies 5x. $DWL $AXL"  
[X Link](https://x.com/DuckPond_VR/status/1953822287179698441)  2025-08-08T14:15Z [----] followers, [---] engagements


"📌List of contents in The Value Pond (link bio & answer) Full thesis published: 09/25-WizzAir(Airlines) 🔄 06/25 - Forvia(Autoparts) 🔄 03/25 - Dowlais (Autoparts) 🔄 01/25 - Drger (Health Equipment) 🔄 10/24 - Liberty (Telcom) 🔄 10/24 - Biesse (Machinery) 🔄 07/24 - Grifols* (Pharma-Plasma) 03/24 - Mo-Bruk (Waste serv) 🔄 12/23 - Bayer AG (Agro-Pharma) 🔄 Special situations 10/24 - Sunrise✅ 01/24 - Capri❌ Other articles 02/25 - Degiro: Value to Growth 07/24 - Opportunity cost applied to IAG 03/24 - Poland Macro Analysis Expected updates 🔄 Thesis completed ✅ Thesis failed ❌ *Grifols thesis"  
[X Link](https://x.com/DuckPond_VR/status/1978513057048318085)  2025-10-15T17:27Z [----] followers, [---] engagements


"Forvia presented Monday's on-target results with topline affected by currency effect and a slight market overreaction. The week has closed the gap driven today by Valeo's results. +37% since thesis published still a promising idea. $FRVIA $FR"  
[X Link](https://x.com/DuckPond_VR/status/1981649282210922934)  2025-10-24T09:09Z [----] followers, [---] engagements


"American Axle presented Q3 [--] certifying the 2025FY guidance. All clear for Dowlais combination in Q1 [--]. Narrow arbitrage return 5% (fx risk) but there's value in the combination. $AXL $DWL"  
[X Link](https://x.com/DuckPond_VR/status/1986810822379581465)  2025-11-07T14:59Z [----] followers, [---] engagements


"The week in the 🦆Pond: ⚙ Monday Dowlais - Trading update Q3 After American Axle positive results Dowlais put a better thermometer on China leg of the future combination (Clear for Q1 26). 🌱💊 Thursday Bayer - Q3 Results $CTVA posted good results in the lower quarter for agriculture. Eyes on Pharma trend. ✈ Wednesday WizzAir - Q3 Results Topline +9% passengers 93.5% load factor. Eyes on RPK and Cost per ASK. Positive fuel trend. $DWL $AXL $BAYN $BAYRY $WIZZ $RYAAY $RYA $WZZZY $WIZZ.LE https://twitter.com/i/web/status/1987768266559758799 https://twitter.com/i/web/status/1987768266559758799"  
[X Link](https://x.com/DuckPond_VR/status/1987768266559758799)  2025-11-10T06:24Z [----] followers, [---] engagements


"Azvalor Internacional strategy is taking off🚀. Once again they foresaw it 🛢⛏🪙positioned themselves and waited patiently. Their moment has arrived again"  
[X Link](https://x.com/DuckPond_VR/status/1996963868061393152)  2025-12-05T15:24Z [----] followers, [---] engagements


"American Axle + Dowlais merger will become reality in February after today's China approval. 🗓 February 3: last trading day for Dowlais 📥 [------] shares of AXL + [-----] GBX per DWL share 📈 Upside since thesis: 40% AXL upside remaining 🎯 Price target for AXL: 11-12 USD $AXL $DWL https://twitter.com/i/web/status/2012117304398536842 https://twitter.com/i/web/status/2012117304398536842"  
[X Link](https://x.com/DuckPond_VR/status/2012117304398536842)  2026-01-16T10:58Z [----] followers, [---] engagements


"American Axle⚙: Thesis originally on Dowlais merger (accretive with $300M synergies) margin recovery standalone auto cycle bottom. Merge imminent. 📅Published on 3/25 📈Current: 95.55p +48% 🎯Remaining upside: +40% expected updates. $AXL $DWL.L $DWL"  
[X Link](https://x.com/DuckPond_VR/status/2015739772552020005)  2026-01-26T10:53Z [----] followers, [---] engagements


"The orange wizard is stubborn in ruin me this homerun: Forvia Call [-----] 20MAR26 bought on APR25. $FRVIA @MrCableHogue @tutuflai @inversionitas https://t.co/Vt0zxFQb04 @MrCableHogue @tutuflai @inversionitas https://t.co/Vt0zxFQb04"  
[X Link](https://x.com/DuckPond_VR/status/2013562167694340290)  2026-01-20T10:40Z [----] followers, [---] engagements

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