[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.] #  @SpecSitsCapMgmt Special Sits Capital Mgmt Special Sits Capital Mgmt posts on X about $vivpa, $exoas, ipo, debt the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1059877779632766976/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +661% - X Months XXXXXXX -XX% - X Year XXXXXXX +382% ### Mentions: XX [#](/creator/twitter::1059877779632766976/posts_active)  - X Week XX +24% - X Month XX -XX% - X Months XXX +58% - X Year XXX +63% ### Followers: XXXXX [#](/creator/twitter::1059877779632766976/followers)  - X Week XXXXX +0.57% - X Month XXXXX +27% - X Months XXXXX +37% - X Year XXXXX +98% ### CreatorRank: XXXXXXX [#](/creator/twitter::1059877779632766976/influencer_rank)  ### Social Influence [#](/creator/twitter::1059877779632766976/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXXX% [luxury brands](/list/luxury-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$vivpa](/topic/$vivpa) 4.29%, [$exoas](/topic/$exoas) 2.86%, [ipo](/topic/ipo) 2.86%, [debt](/topic/debt) 2.86%, [umg](/topic/umg) #738, [events](/topic/events) 1.43%, [for sale](/topic/for-sale) 1.43%, [discount](/topic/discount) 1.43%, [iveco](/topic/iveco) 1.43%, [$phiaas](/topic/$phiaas) XXXX% **Top accounts mentioned or mentioned by** [@diegobmilano](/creator/undefined) [@abroninvestor](/creator/undefined) [@loran58082375](/creator/undefined) [@foxcastlehold](/creator/undefined) [@ducongoretti](/creator/undefined) [@ohcapideas](/creator/undefined) [@billackman](/creator/undefined) [@toffcap](/creator/undefined) [@masaniellosan](/creator/undefined) [@luchesiphilippe](/creator/undefined) [@yannickbollore](/creator/undefined) [@steveninvesting](/creator/undefined) [@statarbed](/creator/undefined) [@reignots](/creator/undefined) [@castrobeiras](/creator/undefined) [@homer_brady](/creator/undefined) [@investspecial](/creator/undefined) [@burfordcapital](/creator/undefined) [@flush44](/creator/undefined) [@clarksonsfarm1](/creator/undefined) ### Top Social Posts [#](/creator/twitter::1059877779632766976/posts) --- Top posts by engagements in the last XX hours "@masaniellosan On the mandatory offer to be paid in cash they can argue for a lower valuation (potential liabilities etc). On a merger they would be able to sweeten the deal"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1947431695021490251) 2025-07-21 23:01:12 UTC 3361 followers, XX engagements "In a turn of events on the same day of the AMF decision the EU Commission has informed Vivendi $VIV.PA of its preliminary view that the company jumped the gun on the Vivendi/Lagardere transaction. Vivendi now has the possibility to reply to the Commissions concerns. But the statements make it clear that the commission is in possession of evidence suggesting the wrongdoing. No fine has been set but it could reach up to XX% of global turnover"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1946247062347223267) 2025-07-18 16:33:53 UTC 3361 followers, 1004 engagements "Once again there is movement in Exor $EXO.AS the holdco of the Agnelli family. The family is said to be mulling the sale of Iveco to Tata Motors. The company is already in the process of carving out its defense business for sale or spinoff. Exor currently trades at a discount of XX% to its NAV"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1946203378956284045) 2025-07-18 13:40:18 UTC 3361 followers, 2521 engagements "@Loran58082375 @diegobmilano Maybe not. AMF said they dont have power to enforce the obligation of a buyout in other markets. It seems for now the offer would be extended only to VIV itself"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1946239636281389299) 2025-07-18 16:04:23 UTC 3351 followers, XX engagements "@DutchInvestors I dont know exactly what financials you are looking at but I get very different numbers for $PHIA.AS. Quickly browsing through my BBG terminal I see Revenues of EUR18 Bi and EBIT of EUR2 Bi in 2024. Exor $EXO.AS invested in the company last year"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1943660518180303316) 2025-07-11 13:15:53 UTC 3361 followers, XXX engagements "Thought about buying Campari $CPR.MI for a moment. 🤣🤣🤣"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1937285004717097009) 2025-06-23 23:01:52 UTC 3361 followers, 2090 engagements "Funny that with so much to do at VW $VOW3.GR Porsche (Holding) SE $PAH3.GR decides to diversify away from the auto business especially as they still have a bunch of debt they took on to buy a direct stake in Porsche AG $P911.GR during IPO"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1894933167544410307) 2025-02-27 02:10:47 UTC 3361 followers, 2186 engagements "On the other hand the company is investing to become more than a telco with investments in healthtech and ride-hailing services. With virtually no debt after the SPAC deal the company could become a growth vehicle for Ukraine. I am not sure that is a 4X ebitda valuation despite currency risk"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1947278730096734271) 2025-07-21 12:53:22 UTC 3360 followers, XXX engagements "They can make a cash offer and an exchange offer in Bollore stock. It was tried in the case of the ex-Rivaud with a cash offer and a price in UMG shares. The question there was the valuation level I guess. My point is that bankers and lawyer will always think of clever ways to get it done. The market is giving Bollore little credit"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1947612799536140687) 2025-07-22 11:00:50 UTC 3361 followers, XXX engagements "Market today focused on the Telecom Italia $TIT.IM (not) sale and its impact on $VIV.PA. But impact of good news on Lagardere is two-fold: 1) payback of XXX M loans to $MMB.PA and 2) reduction in the potential liability related to the put option held by $MMB.PA shareholders"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1890372192191250858) 2025-02-14 12:07:06 UTC 3361 followers, 1031 engagements "SBI Holdings $8473.JT $SBHGF consolidated subsidiary SBI Shinsei Bank has filed a listing application with the Tokyo Exchange in preparation for its upcoming IPO. SBI Shinsei Bank had Y84 bi in net income last year and the IPO could fetch a valuation of some Y1.5 tri according to Reuters. Thats an implied P/E lower than that of SBI Sumishin Net Bank which was recently sold to NTT DoCoMo and would represent a MCap similar to the total Mcap of SBI Holdings currently"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1943689710058033418) 2025-07-11 15:11:53 UTC 3361 followers, 1109 engagements "With Vivendi $VIV.PA up XX% YTD and Bollore $BOL.PA down XX% YTD it seems the market has already priced the possibility of a mandatory offer for VIV without considering the potential implications for BOL. For instance if the offer is done at or close to NAV but is paid with Bollore shares (based on a NAV for NAV exchange ratio) the upside for BOL shareholder may be higher since the shares trade at a much higher discount than VIV. I see VIV trading at a XX% discount to SOTP whereas BOL trades at XX% (adjusted for the control-loop)"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1947424461902274962) 2025-07-21 22:32:27 UTC 3361 followers, 2233 engagements "Universal Music Group $UMG.AS Submits Draft Registration Statement for a Proposed U.S. Public Offering. UMG will not receive any proceeds from the sale of ordinary shares by the selling shareholders"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1947417527409381847) 2025-07-21 22:04:54 UTC 3361 followers, XXX engagements
[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.]
@SpecSitsCapMgmt Special Sits Capital Mgmt
Special Sits Capital Mgmt posts on X about $vivpa, $exoas, ipo, debt the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX +661%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +382%
Mentions: XX #
- X Week XX +24%
- X Month XX -XX%
- X Months XXX +58%
- X Year XXX +63%
Followers: XXXXX #
- X Week XXXXX +0.57%
- X Month XXXXX +27%
- X Months XXXXX +37%
- X Year XXXXX +98%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% automotive brands XXXX% countries XXXX% luxury brands XXXX% travel destinations XXXX%
Social topic influence $vivpa 4.29%, $exoas 2.86%, ipo 2.86%, debt 2.86%, umg #738, events 1.43%, for sale 1.43%, discount 1.43%, iveco 1.43%, $phiaas XXXX%
Top accounts mentioned or mentioned by @diegobmilano @abroninvestor @loran58082375 @foxcastlehold @ducongoretti @ohcapideas @billackman @toffcap @masaniellosan @luchesiphilippe @yannickbollore @steveninvesting @statarbed @reignots @castrobeiras @homer_brady @investspecial @burfordcapital @flush44 @clarksonsfarm1
Top Social Posts #
Top posts by engagements in the last XX hours
"@masaniellosan On the mandatory offer to be paid in cash they can argue for a lower valuation (potential liabilities etc). On a merger they would be able to sweeten the deal"
@SpecSitsCapMgmt on X 2025-07-21 23:01:12 UTC 3361 followers, XX engagements
"In a turn of events on the same day of the AMF decision the EU Commission has informed Vivendi $VIV.PA of its preliminary view that the company jumped the gun on the Vivendi/Lagardere transaction. Vivendi now has the possibility to reply to the Commissions concerns. But the statements make it clear that the commission is in possession of evidence suggesting the wrongdoing. No fine has been set but it could reach up to XX% of global turnover" @SpecSitsCapMgmt on X 2025-07-18 16:33:53 UTC 3361 followers, 1004 engagements
"Once again there is movement in Exor $EXO.AS the holdco of the Agnelli family. The family is said to be mulling the sale of Iveco to Tata Motors. The company is already in the process of carving out its defense business for sale or spinoff. Exor currently trades at a discount of XX% to its NAV" @SpecSitsCapMgmt on X 2025-07-18 13:40:18 UTC 3361 followers, 2521 engagements
"@Loran58082375 @diegobmilano Maybe not. AMF said they dont have power to enforce the obligation of a buyout in other markets. It seems for now the offer would be extended only to VIV itself" @SpecSitsCapMgmt on X 2025-07-18 16:04:23 UTC 3351 followers, XX engagements
"@DutchInvestors I dont know exactly what financials you are looking at but I get very different numbers for $PHIA.AS. Quickly browsing through my BBG terminal I see Revenues of EUR18 Bi and EBIT of EUR2 Bi in 2024. Exor $EXO.AS invested in the company last year" @SpecSitsCapMgmt on X 2025-07-11 13:15:53 UTC 3361 followers, XXX engagements
"Thought about buying Campari $CPR.MI for a moment. 🤣🤣🤣" @SpecSitsCapMgmt on X 2025-06-23 23:01:52 UTC 3361 followers, 2090 engagements
"Funny that with so much to do at VW $VOW3.GR Porsche (Holding) SE $PAH3.GR decides to diversify away from the auto business especially as they still have a bunch of debt they took on to buy a direct stake in Porsche AG $P911.GR during IPO" @SpecSitsCapMgmt on X 2025-02-27 02:10:47 UTC 3361 followers, 2186 engagements
"On the other hand the company is investing to become more than a telco with investments in healthtech and ride-hailing services. With virtually no debt after the SPAC deal the company could become a growth vehicle for Ukraine. I am not sure that is a 4X ebitda valuation despite currency risk" @SpecSitsCapMgmt on X 2025-07-21 12:53:22 UTC 3360 followers, XXX engagements
"They can make a cash offer and an exchange offer in Bollore stock. It was tried in the case of the ex-Rivaud with a cash offer and a price in UMG shares. The question there was the valuation level I guess. My point is that bankers and lawyer will always think of clever ways to get it done. The market is giving Bollore little credit" @SpecSitsCapMgmt on X 2025-07-22 11:00:50 UTC 3361 followers, XXX engagements
"Market today focused on the Telecom Italia $TIT.IM (not) sale and its impact on $VIV.PA. But impact of good news on Lagardere is two-fold: 1) payback of XXX M loans to $MMB.PA and 2) reduction in the potential liability related to the put option held by $MMB.PA shareholders" @SpecSitsCapMgmt on X 2025-02-14 12:07:06 UTC 3361 followers, 1031 engagements
"SBI Holdings $8473.JT $SBHGF consolidated subsidiary SBI Shinsei Bank has filed a listing application with the Tokyo Exchange in preparation for its upcoming IPO. SBI Shinsei Bank had Y84 bi in net income last year and the IPO could fetch a valuation of some Y1.5 tri according to Reuters. Thats an implied P/E lower than that of SBI Sumishin Net Bank which was recently sold to NTT DoCoMo and would represent a MCap similar to the total Mcap of SBI Holdings currently" @SpecSitsCapMgmt on X 2025-07-11 15:11:53 UTC 3361 followers, 1109 engagements
"With Vivendi $VIV.PA up XX% YTD and Bollore $BOL.PA down XX% YTD it seems the market has already priced the possibility of a mandatory offer for VIV without considering the potential implications for BOL. For instance if the offer is done at or close to NAV but is paid with Bollore shares (based on a NAV for NAV exchange ratio) the upside for BOL shareholder may be higher since the shares trade at a much higher discount than VIV. I see VIV trading at a XX% discount to SOTP whereas BOL trades at XX% (adjusted for the control-loop)" @SpecSitsCapMgmt on X 2025-07-21 22:32:27 UTC 3361 followers, 2233 engagements
"Universal Music Group $UMG.AS Submits Draft Registration Statement for a Proposed U.S. Public Offering. UMG will not receive any proceeds from the sale of ordinary shares by the selling shareholders" @SpecSitsCapMgmt on X 2025-07-21 22:04:54 UTC 3361 followers, XXX engagements