[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.] #  @PatchesAKF Patches AKF Patches AKF posts on X about $eden, $log, $megacpo, $nexi the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1304066942098190338/interactions)  - X Week XXXXX +468% - X Month XXXXXX +134% - X Months XXXXXX +52% - X Year XXXXXX +196% ### Mentions: XX [#](/creator/twitter::1304066942098190338/posts_active)  - X Week XX -XX% - X Month XX +13% - X Months XX +71% - X Year XX +308% ### Followers: XXX [#](/creator/twitter::1304066942098190338/followers)  - X Week XXX +0.81% - X Month XXX +16% - X Months XXX +46% - X Year XXX +102% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1304066942098190338/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [countries](/list/countries) XXXXX% [finance](/list/finance) XXXX% **Social topic influence** [$eden](/topic/$eden) #6, [$log](/topic/$log) #4, [$megacpo](/topic/$megacpo) #1, [$nexi](/topic/$nexi) #1, [$7094jp](/topic/$7094jp) #1, [$intp](/topic/$intp) #1, [brazil](/topic/brazil) #1529, [$barn](/topic/$barn) #4, [food](/topic/food) 15.38%, [core](/topic/core) XXXX% **Top accounts mentioned or mentioned by** [@wallstreetwire](/creator/undefined) [@romalvarado11](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@_wallstreetwire](/creator/undefined) [@lordwhats](/creator/undefined) **Top assets mentioned** [Eden (EDEN)](/topic/$eden) [Woodcoin (LOG)](/topic/$log) ### Top Social Posts Top posts by engagements in the last XX hours "Check out my Q2 portfolio update in the link below. The post discusses recent news for Barry Callebaut ( $BARN ) Edenred ( $EDEN ) Logista ( $LOG ) Megacable ( $MEGACPO ) Nexi Group ( $NEXI ) NexTone ( $7094.JP ) and PT Indocement ( $INTP )" [X Link](https://x.com/PatchesAKF/status/1962474002791719011) 2025-09-01T11:13Z XXX followers, 1304 engagements "Check out my latest post analyzing the valuations of my core holdings in the link below. The post covers Barry Callebaut ( $BARN ) Edenred ( $EDEN ) Logista ( $LOG ) Megacable ( $MEGACPO ) Nexi Group ( $NEXI ) NexTone ( $7094.JP ) and PT Indocement ( $INTP )" [X Link](https://x.com/PatchesAKF/status/1970080338354618480) 2025-09-22T10:58Z XXX followers, 1050 engagements "Check out my November portfolio update in the link below. The post discusses recent news for Edenred ( $EDEN ) Logista ( $LOG ) Megacable ( $MEGACPO ) Nexi Group ( $NEXI ) NexTone ( $7094.JP ) and PT Indocement ( $INTP )" [X Link](https://x.com/PatchesAKF/status/1990386552124383628) 2025-11-17T11:48Z XXX followers, 1790 engagements "@Rom_Alvarado11 Pluxee's fiscal year ends in August so only half of FY26 will be impacted by the regulation changes in Brazil (since they start in XX days). It's still a low impact relative to what Edenred is estimating and the exposure of each to BR. I'm not sure what accounts for the dif" [X Link](https://x.com/PatchesAKF/status/1990402021241884704) 2025-11-17T12:49Z XXX followers, XXX engagements "Edenred ( $EDEN ) final law published: - X% merchant fee cap effective immediately - XX day redemption period (7 for smaller transactions); the float will be longer than 7-15 days though as there's a period from when the employee contributes the funds to when they're redeemed (typically 2-3 weeks) + the payment period to the merchants. - Interoperability must be effective 1yr from today - Portability available for no fee for employers with 500ppl by written request to the employing company (I'd imagine some employers strongly discourage frequent porting of services.) It's not great but could" [X Link](https://x.com/PatchesAKF/status/1988335431067324490) 2025-11-11T19:58Z XXX followers, 3675 engagements "Edenred ( $EDEN ) Looks like some of these details were slightly off based on Q&A following the ceremony; clarifications below: - XXX% merchant fee cap effective in XX days - XX days redemption period effective in XX days - Prohibition of all discounts/rebates/indirect benefits and financial advantages unrelated to food. So you can't compensate employers. No change in opinion on the impact. Slightly higher impact to operating revenue and slightly lower to float income" [X Link](https://x.com/PatchesAKF/status/1988358742845378780) 2025-11-11T21:30Z XXX followers, 1669 engagements "Interesting statement from Pluxee on changes to Brazil's meal voucher system - have these people just been ignoring the news over the last 6-9 months But hope their lawsuit is successful Edenred ( $EDEN )" [X Link](https://x.com/PatchesAKF/status/1988394846722421188) 2025-11-11T23:54Z XXX followers, 1547 engagements "Edenred - a much bigger impact than expected. At a XX% reduction in EBITDA in 2026 I get an estimated economic EPS of around EUR2.09 (excludes amortization and non-recurring charges). Thats roughly a XX% decline in EPS" [X Link](https://x.com/PatchesAKF/status/1988523076066193573) 2025-11-12T08:23Z XXX followers, 1086 engagements "Edenred ( $EDEN ) it's actually hard to understand the expected impact from the BR regulation changes. At the mid-point of the guidance change it's a EUR170m impact while BR meal voucher revenue was EUR235m last year plus maybe EUR50-60m float income. So about XX% of related revenue going away. It seems like MV operating revenue is getting cut in half and close to all the float income is going away. (Unless my calcs are off somewhere.) At this pace there won't be any regulated business left for investors to be concerned about 🤣" [X Link](https://x.com/PatchesAKF/status/1988576427864666139) 2025-11-12T11:55Z XXX followers, 2220 engagements "Some interesting follow up commentary: - Edenred's actual merchant discount rate charged in BR was only a little over X% - They earn a roughly equal amount on monthly subscription fees from merchants and advanced / instant payments of the 30d working capital. This advanced payment fee is VERY common in Brazil (every credit card company recevies these advanced payments as well as the settlement period is XX days). - The estimated impact assumes the XXX% cap means all fees together must be no more than XXX% of the issue volume. So if there is some clarification from the government that the" [X Link](https://x.com/PatchesAKF/status/1988738075019575620) 2025-11-12T22:38Z XXX followers, XXX engagements "Could be interesting outcome for Edenred ( $EDEN ). iFood is XXX% owned by Prosus who also owns Just Eat a food delivery platform in Europe. I'm not sure how integrated the meal & food business is with the mobility in Brazil but hard to see how Brazil M&F business is profitable with the announced changes. Obviously people are still concerned about regulation changes but why isn't Edenred a good acquisition target right now with no major shareholder to prevent a takeover (as with Pluxee)" [X Link](https://x.com/PatchesAKF/status/1997037775015809285) 2025-12-05T20:18Z XXX followers, 4080 engagements
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@PatchesAKF Patches AKF
Patches AKF posts on X about $eden, $log, $megacpo, $nexi the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +468%
- X Month XXXXXX +134%
- X Months XXXXXX +52%
- X Year XXXXXX +196%
Mentions: XX #
- X Week XX -XX%
- X Month XX +13%
- X Months XX +71%
- X Year XX +308%
Followers: XXX #
- X Week XXX +0.81%
- X Month XXX +16%
- X Months XXX +46%
- X Year XXX +102%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence cryptocurrencies XXXXX% countries XXXXX% finance XXXX%
Social topic influence $eden #6, $log #4, $megacpo #1, $nexi #1, $7094jp #1, $intp #1, brazil #1529, $barn #4, food 15.38%, core XXXX%
Top accounts mentioned or mentioned by @wallstreetwire @romalvarado11 @joinyellowbrick @_wallstreetwire @lordwhats
Top assets mentioned Eden (EDEN) Woodcoin (LOG)
Top Social Posts
Top posts by engagements in the last XX hours
"Check out my Q2 portfolio update in the link below. The post discusses recent news for Barry Callebaut ( $BARN ) Edenred ( $EDEN ) Logista ( $LOG ) Megacable ( $MEGACPO ) Nexi Group ( $NEXI ) NexTone ( $7094.JP ) and PT Indocement ( $INTP )"
X Link 2025-09-01T11:13Z XXX followers, 1304 engagements
"Check out my latest post analyzing the valuations of my core holdings in the link below. The post covers Barry Callebaut ( $BARN ) Edenred ( $EDEN ) Logista ( $LOG ) Megacable ( $MEGACPO ) Nexi Group ( $NEXI ) NexTone ( $7094.JP ) and PT Indocement ( $INTP )"
X Link 2025-09-22T10:58Z XXX followers, 1050 engagements
"Check out my November portfolio update in the link below. The post discusses recent news for Edenred ( $EDEN ) Logista ( $LOG ) Megacable ( $MEGACPO ) Nexi Group ( $NEXI ) NexTone ( $7094.JP ) and PT Indocement ( $INTP )"
X Link 2025-11-17T11:48Z XXX followers, 1790 engagements
"@Rom_Alvarado11 Pluxee's fiscal year ends in August so only half of FY26 will be impacted by the regulation changes in Brazil (since they start in XX days). It's still a low impact relative to what Edenred is estimating and the exposure of each to BR. I'm not sure what accounts for the dif"
X Link 2025-11-17T12:49Z XXX followers, XXX engagements
"Edenred ( $EDEN ) final law published: - X% merchant fee cap effective immediately - XX day redemption period (7 for smaller transactions); the float will be longer than 7-15 days though as there's a period from when the employee contributes the funds to when they're redeemed (typically 2-3 weeks) + the payment period to the merchants. - Interoperability must be effective 1yr from today - Portability available for no fee for employers with 500ppl by written request to the employing company (I'd imagine some employers strongly discourage frequent porting of services.) It's not great but could"
X Link 2025-11-11T19:58Z XXX followers, 3675 engagements
"Edenred ( $EDEN ) Looks like some of these details were slightly off based on Q&A following the ceremony; clarifications below: - XXX% merchant fee cap effective in XX days - XX days redemption period effective in XX days - Prohibition of all discounts/rebates/indirect benefits and financial advantages unrelated to food. So you can't compensate employers. No change in opinion on the impact. Slightly higher impact to operating revenue and slightly lower to float income"
X Link 2025-11-11T21:30Z XXX followers, 1669 engagements
"Interesting statement from Pluxee on changes to Brazil's meal voucher system - have these people just been ignoring the news over the last 6-9 months But hope their lawsuit is successful Edenred ( $EDEN )"
X Link 2025-11-11T23:54Z XXX followers, 1547 engagements
"Edenred - a much bigger impact than expected. At a XX% reduction in EBITDA in 2026 I get an estimated economic EPS of around EUR2.09 (excludes amortization and non-recurring charges). Thats roughly a XX% decline in EPS"
X Link 2025-11-12T08:23Z XXX followers, 1086 engagements
"Edenred ( $EDEN ) it's actually hard to understand the expected impact from the BR regulation changes. At the mid-point of the guidance change it's a EUR170m impact while BR meal voucher revenue was EUR235m last year plus maybe EUR50-60m float income. So about XX% of related revenue going away. It seems like MV operating revenue is getting cut in half and close to all the float income is going away. (Unless my calcs are off somewhere.) At this pace there won't be any regulated business left for investors to be concerned about 🤣"
X Link 2025-11-12T11:55Z XXX followers, 2220 engagements
"Some interesting follow up commentary: - Edenred's actual merchant discount rate charged in BR was only a little over X% - They earn a roughly equal amount on monthly subscription fees from merchants and advanced / instant payments of the 30d working capital. This advanced payment fee is VERY common in Brazil (every credit card company recevies these advanced payments as well as the settlement period is XX days). - The estimated impact assumes the XXX% cap means all fees together must be no more than XXX% of the issue volume. So if there is some clarification from the government that the"
X Link 2025-11-12T22:38Z XXX followers, XXX engagements
"Could be interesting outcome for Edenred ( $EDEN ). iFood is XXX% owned by Prosus who also owns Just Eat a food delivery platform in Europe. I'm not sure how integrated the meal & food business is with the mobility in Brazil but hard to see how Brazil M&F business is profitable with the announced changes. Obviously people are still concerned about regulation changes but why isn't Edenred a good acquisition target right now with no major shareholder to prevent a takeover (as with Pluxee)"
X Link 2025-12-05T20:18Z XXX followers, 4080 engagements