#  @LittleTreesCap Little Trees Capital Little Trees Capital posts on X about cycle, $gncax, pricing, $320m the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1292787910471634945/interactions)  - [--] Week [------] -100% - [--] Month [---------] +2,151,770% ### Mentions: [--] [#](/creator/twitter::1292787910471634945/posts_active)  - [--] Week [--] no change - [--] Month [--] +280% ### Followers: [---] [#](/creator/twitter::1292787910471634945/followers)  - [--] Week [---] +2% - [--] Month [---] +38% ### CreatorRank: undefined [#](/creator/twitter::1292787910471634945/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 17.39% [travel destinations](/list/travel-destinations) 4.35% [currencies](/list/currencies) 4.35% **Social topic influence** [cycle](/topic/cycle) 13.04%, [$gncax](/topic/$gncax) 8.7%, [pricing](/topic/pricing) 8.7%, [$320m](/topic/$320m) 8.7%, [in the](/topic/in-the) 8.7%, [$fzrax](/topic/$fzrax) 8.7%, [check](/topic/check) 8.7%, [link](/topic/link) 8.7%, [exchanges](/topic/exchanges) 4.35%, [public](/topic/public) 4.35% **Top accounts mentioned or mentioned by** [@respeculator](/creator/undefined) [@jobsongrowthe1](/creator/undefined) [@toy59496](/creator/undefined) [@portfolioxpert](/creator/undefined) [@yellowlablife](/creator/undefined) [@methompson72](/creator/undefined) [@kingfishcap](/creator/undefined) [@bullreturns](/creator/undefined) [@whoknowsthisman](/creator/undefined) ### Top Social Posts Top posts by engagements in the last [--] hours "I've had success investing in companies that have delisted from public exchanges over the past 2-3 years. This is one I originally invested into in late [----] but recently acquired a much large position. Hopefully it's an interesting read https://open.substack.com/pub/littletreescap/p/good-drinks-australiar=g9p1u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/littletreescap/p/good-drinks-australiar=g9p1u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/1998920144891031949) 2025-12-11T00:57Z [---] followers, [---] engagements "Micro/Nano Cap ASX Co.s continuing to deliver the goods case in point $GUE.AX. A merger arb with: - 45-50% upside - Ability to fully hedge acquirer shares (once acquisition ratio is locked down) - Major SH supportive - Scheme timing locked in - FIRB approval in hand DYODD" [X Link](https://x.com/anyuser/status/2003317296174076103) 2025-12-23T04:10Z [---] followers, [---] engagements "Absolute madhouse at Elanor Investors Group being a great example of: - Minority investors being hosed - Mockery made of investor rights (& ASX suspension rules) Absolute 💩show Disc. No position but have watched over time http://ENN.AX http://ENN.AX" [X Link](https://x.com/anyuser/status/2009135458895499628) 2026-01-08T05:29Z [---] followers, [---] engagements "A Not fair but reasonable option given by the independent expert and existing shareholders are diluted by 50% as well" [X Link](https://x.com/anyuser/status/2009135877151445004) 2026-01-08T05:31Z [---] followers, [---] engagements "$GNC.AX taking a 📉 as they announce lower than expected FY26 earnings (grain production in is strong but pricing is weak so farmers arent sending grain through GNC facilities) Trading near BV ($5.95 at [--] Sep) for irreplaceable Ag infra assets Buy with a 3-4yr hold" [X Link](https://x.com/anyuser/status/2018106813078728772) 2026-02-01T23:38Z [---] followers, [--] engagements "So is the FY26 guide of $200-$240m EBITDA a trough pricing in a cyclical industry (see movements in ECA tonnes handled below Receivals & Exports are key drivers for EBITDA) or a structural change (note that pre FY20 EBITDA through the cycle guide was $200m)" [X Link](https://x.com/anyuser/status/2018130406302957860) 2026-02-02T01:12Z [---] followers, [--] engagements "RT @PortfolioXpert: So heres the issue you get influencers like this guy have a quarter million followers and they claim they dont know w" [X Link](https://x.com/LittleTreesCap/status/2019571888733974586) 2026-02-06T00:40Z [---] followers, [----] engagements "@toy59496 Consideration finalised now and spread still huge" [X Link](https://x.com/LittleTreesCap/status/2014495941353783347) 2026-01-23T00:30Z [---] followers, [---] engagements "Bit more on this management have guided to A$320m through the cycle EBITDA seems achievable based off historic EBITDA post the United Malt Demerger in FY20" [X Link](https://x.com/LittleTreesCap/status/2018130395586556204) 2026-02-02T01:12Z [--] followers, [--] engagements "@YellowLabLife As someone in Aus (benefits from franking) with a $4.6 cost base for WHC and $42 cost base for HCC this is a dream as absent any crazy moves up in the coal price akin to 2022/23 would you ever sell the merged co" [X Link](https://x.com/LittleTreesCap/status/2019629433204977740) 2026-02-06T04:29Z [---] followers, [---] engagements "@respeculator When buys and the merged co. is bought by to feed their industrial businesses If AEL is cheap enough might make sense given SGH has low cost of capital 🤷♂ http://SGH.AX http://AEL.AX http://BPT.AX http://SGH.AX http://AEL.AX http://BPT.AX" [X Link](https://x.com/LittleTreesCap/status/2020796276061647257) 2026-02-09T09:45Z [---] followers, [---] engagements "@respeculator This and liquidations/portfolio rundowns instos stay out because no terminal value and retail get bored if takes 2yrs Some things are a pretty easy underwrite to a 2x MoM over a few years Not a sexy 10x but only need a few of them to get wealthy" [X Link](https://x.com/LittleTreesCap/status/2022035709780283527) 2026-02-12T19:50Z [---] followers, [---] engagements "@METhompson72 Hi Mark youre not worried about LCMs own balance sheet troubles Any idea what happens to the litigation funding if LCM goes through a restructuring" [X Link](https://x.com/LittleTreesCap/status/1976396765776814292) 2025-10-09T21:18Z [--] followers, [---] engagements "@respeculator Think this could be partly a function of QLD royalties capping SMRs upside Agree that at current pricing there is a huge difference in value but arguably HCC will realise more of the met coal price movement if/when prices move into the $200s and should be at a premium val" [X Link](https://x.com/LittleTreesCap/status/1986605027188937129) 2025-11-07T01:22Z [--] followers, [---] engagements "@respeculator Sounds like you need to be long both HCC for the FCF inflection & shareholder returns SMR for the unwind of QLD stupidity" [X Link](https://x.com/LittleTreesCap/status/1986606907663262145) 2025-11-07T01:29Z [--] followers, [---] engagements "@kingfishcap Unless youre comfortable taking exposure to lower IRR sits but can leverage them to boost the IRR Then can use that exposure to fund the true 30%+ IRR sits. Clearly a riskier prop then holding straight cash but should boost the through the cycle IRR on the portfolio 🧐" [X Link](https://x.com/LittleTreesCap/status/1991798529950732587) 2025-11-21T09:19Z [--] followers, [--] engagements "@JobsonGrowthe1 I like to think about it along the lines of Im paying X for ABC assets and I get XYX assets for free (through the discount to NAV). Question is do I want the assets Im getting for free Whats the real value of these (assuming its not NAV) and how do I extract it" [X Link](https://x.com/LittleTreesCap/status/2014270433726710046) 2026-01-22T09:34Z [--] followers, [--] engagements "@JobsonGrowthe1 Swan St property is serious issue (although small) major tenant is leaving and its a TOUGH asset to release in a soft office market I prefer for any Aus office exposure given Perth market is stronger and you can ride a⛏ 🌊 otherwise select Melb assets http://GDI.AX http://GDI.AX" [X Link](https://x.com/LittleTreesCap/status/2014271042869674303) 2026-01-22T09:36Z [--] followers, [--] engagements "@BULLReturns Are you worried about Corp governance with They have a pretty horrid track record of screwing small shareholders. Agree spread to cash backing is large but there must be a serious risk that minor shareholders see zero of the cash 🤔 http://DGR.AX http://DGR.AX" [X Link](https://x.com/LittleTreesCap/status/2017053333836746882) 2026-01-30T01:52Z [--] followers, [---] engagements "Have progressively built a position in $FZR.AX on the back of an imminent catalyst & potential wind-up of the company. My first go writing my thoughts on a position please check it out Link below. https://open.substack.com/pub/littletreescap/p/fitzroy-river-corp-fzrasxr=g9p1u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/littletreescap/p/fitzroy-river-corp-fzrasxr=g9p1u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/1979681765582373239) 2025-10-18T22:51Z [---] followers, [---] engagements "As mentioned in Endura Minings latest update they have secured the necessary financing to progress the development. Im still of the view that Endura will buy out the royalty between now and the 28th October Have progressively built a position in $FZR.AX on the back of an imminent catalyst & potential wind-up of the company. My first go writing my thoughts on a position please check it out Link below. https://t.co/XYO8nZQ68q https://t.co/ZyvxuIdN83 Have progressively built a position in $FZR.AX on the back of an imminent catalyst & potential wind-up of the company. My first go writing my" [X Link](https://x.com/anyuser/status/1981243845636739189) 2025-10-23T06:18Z [---] followers, [---] engagements "Whether you take mgmt. view of through cycle EBITDA $320m or a more pessimistic $220m $GNC.AX feels cheap at 3.3x EV/EBITDA (using $320m EBITDA) or 4.7x EV/EBITDA (using midpoint of FY26 guide) when compared to historic Val range of 5.1-8x & 1x P/B" [X Link](https://x.com/LittleTreesCap/status/2018130410958716983) 2026-02-02T01:12Z [---] followers, [--] engagements "@JobsonGrowthe1 Not this one Im based in the city where they have a lot of crappy assets which you need to strip out to get to an adjusted NAV Some of their buildings are worth Fck all" [X Link](https://x.com/LittleTreesCap/status/2014240849417392266) 2026-01-22T07:36Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LittleTreesCap Little Trees Capital
Little Trees Capital posts on X about cycle, $gncax, pricing, $320m the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] -100%
- [--] Month [---------] +2,151,770%
Mentions: [--] #
- [--] Week [--] no change
- [--] Month [--] +280%
Followers: [---] #
- [--] Week [---] +2%
- [--] Month [---] +38%
CreatorRank: undefined #
Social Influence
Social category influence finance 17.39% travel destinations 4.35% currencies 4.35%
Social topic influence cycle 13.04%, $gncax 8.7%, pricing 8.7%, $320m 8.7%, in the 8.7%, $fzrax 8.7%, check 8.7%, link 8.7%, exchanges 4.35%, public 4.35%
Top accounts mentioned or mentioned by @respeculator @jobsongrowthe1 @toy59496 @portfolioxpert @yellowlablife @methompson72 @kingfishcap @bullreturns @whoknowsthisman
Top Social Posts
Top posts by engagements in the last [--] hours
"I've had success investing in companies that have delisted from public exchanges over the past 2-3 years. This is one I originally invested into in late [----] but recently acquired a much large position. Hopefully it's an interesting read https://open.substack.com/pub/littletreescap/p/good-drinks-australiar=g9p1u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/littletreescap/p/good-drinks-australiar=g9p1u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-11T00:57Z [---] followers, [---] engagements
"Micro/Nano Cap ASX Co.s continuing to deliver the goods case in point $GUE.AX. A merger arb with: - 45-50% upside - Ability to fully hedge acquirer shares (once acquisition ratio is locked down) - Major SH supportive - Scheme timing locked in - FIRB approval in hand DYODD"
X Link 2025-12-23T04:10Z [---] followers, [---] engagements
"Absolute madhouse at Elanor Investors Group being a great example of: - Minority investors being hosed - Mockery made of investor rights (& ASX suspension rules) Absolute 💩show Disc. No position but have watched over time http://ENN.AX http://ENN.AX"
X Link 2026-01-08T05:29Z [---] followers, [---] engagements
"A Not fair but reasonable option given by the independent expert and existing shareholders are diluted by 50% as well"
X Link 2026-01-08T05:31Z [---] followers, [---] engagements
"$GNC.AX taking a 📉 as they announce lower than expected FY26 earnings (grain production in is strong but pricing is weak so farmers arent sending grain through GNC facilities) Trading near BV ($5.95 at [--] Sep) for irreplaceable Ag infra assets Buy with a 3-4yr hold"
X Link 2026-02-01T23:38Z [---] followers, [--] engagements
"So is the FY26 guide of $200-$240m EBITDA a trough pricing in a cyclical industry (see movements in ECA tonnes handled below Receivals & Exports are key drivers for EBITDA) or a structural change (note that pre FY20 EBITDA through the cycle guide was $200m)"
X Link 2026-02-02T01:12Z [---] followers, [--] engagements
"RT @PortfolioXpert: So heres the issue you get influencers like this guy have a quarter million followers and they claim they dont know w"
X Link 2026-02-06T00:40Z [---] followers, [----] engagements
"@toy59496 Consideration finalised now and spread still huge"
X Link 2026-01-23T00:30Z [---] followers, [---] engagements
"Bit more on this management have guided to A$320m through the cycle EBITDA seems achievable based off historic EBITDA post the United Malt Demerger in FY20"
X Link 2026-02-02T01:12Z [--] followers, [--] engagements
"@YellowLabLife As someone in Aus (benefits from franking) with a $4.6 cost base for WHC and $42 cost base for HCC this is a dream as absent any crazy moves up in the coal price akin to 2022/23 would you ever sell the merged co"
X Link 2026-02-06T04:29Z [---] followers, [---] engagements
"@respeculator When buys and the merged co. is bought by to feed their industrial businesses If AEL is cheap enough might make sense given SGH has low cost of capital 🤷♂ http://SGH.AX http://AEL.AX http://BPT.AX http://SGH.AX http://AEL.AX http://BPT.AX"
X Link 2026-02-09T09:45Z [---] followers, [---] engagements
"@respeculator This and liquidations/portfolio rundowns instos stay out because no terminal value and retail get bored if takes 2yrs Some things are a pretty easy underwrite to a 2x MoM over a few years Not a sexy 10x but only need a few of them to get wealthy"
X Link 2026-02-12T19:50Z [---] followers, [---] engagements
"@METhompson72 Hi Mark youre not worried about LCMs own balance sheet troubles Any idea what happens to the litigation funding if LCM goes through a restructuring"
X Link 2025-10-09T21:18Z [--] followers, [---] engagements
"@respeculator Think this could be partly a function of QLD royalties capping SMRs upside Agree that at current pricing there is a huge difference in value but arguably HCC will realise more of the met coal price movement if/when prices move into the $200s and should be at a premium val"
X Link 2025-11-07T01:22Z [--] followers, [---] engagements
"@respeculator Sounds like you need to be long both HCC for the FCF inflection & shareholder returns SMR for the unwind of QLD stupidity"
X Link 2025-11-07T01:29Z [--] followers, [---] engagements
"@kingfishcap Unless youre comfortable taking exposure to lower IRR sits but can leverage them to boost the IRR Then can use that exposure to fund the true 30%+ IRR sits. Clearly a riskier prop then holding straight cash but should boost the through the cycle IRR on the portfolio 🧐"
X Link 2025-11-21T09:19Z [--] followers, [--] engagements
"@JobsonGrowthe1 I like to think about it along the lines of Im paying X for ABC assets and I get XYX assets for free (through the discount to NAV). Question is do I want the assets Im getting for free Whats the real value of these (assuming its not NAV) and how do I extract it"
X Link 2026-01-22T09:34Z [--] followers, [--] engagements
"@JobsonGrowthe1 Swan St property is serious issue (although small) major tenant is leaving and its a TOUGH asset to release in a soft office market I prefer for any Aus office exposure given Perth market is stronger and you can ride a⛏ 🌊 otherwise select Melb assets http://GDI.AX http://GDI.AX"
X Link 2026-01-22T09:36Z [--] followers, [--] engagements
"@BULLReturns Are you worried about Corp governance with They have a pretty horrid track record of screwing small shareholders. Agree spread to cash backing is large but there must be a serious risk that minor shareholders see zero of the cash 🤔 http://DGR.AX http://DGR.AX"
X Link 2026-01-30T01:52Z [--] followers, [---] engagements
"Have progressively built a position in $FZR.AX on the back of an imminent catalyst & potential wind-up of the company. My first go writing my thoughts on a position please check it out Link below. https://open.substack.com/pub/littletreescap/p/fitzroy-river-corp-fzrasxr=g9p1u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/littletreescap/p/fitzroy-river-corp-fzrasxr=g9p1u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-18T22:51Z [---] followers, [---] engagements
"As mentioned in Endura Minings latest update they have secured the necessary financing to progress the development. Im still of the view that Endura will buy out the royalty between now and the 28th October Have progressively built a position in $FZR.AX on the back of an imminent catalyst & potential wind-up of the company. My first go writing my thoughts on a position please check it out Link below. https://t.co/XYO8nZQ68q https://t.co/ZyvxuIdN83 Have progressively built a position in $FZR.AX on the back of an imminent catalyst & potential wind-up of the company. My first go writing my"
X Link 2025-10-23T06:18Z [---] followers, [---] engagements
"Whether you take mgmt. view of through cycle EBITDA $320m or a more pessimistic $220m $GNC.AX feels cheap at 3.3x EV/EBITDA (using $320m EBITDA) or 4.7x EV/EBITDA (using midpoint of FY26 guide) when compared to historic Val range of 5.1-8x & 1x P/B"
X Link 2026-02-02T01:12Z [---] followers, [--] engagements
"@JobsonGrowthe1 Not this one Im based in the city where they have a lot of crappy assets which you need to strip out to get to an adjusted NAV Some of their buildings are worth Fck all"
X Link 2026-01-22T07:36Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing