# ![@finance_schmidt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1278585691857969152.png) @finance_schmidt Christian Schmidt 🇪🇺

Christian Schmidt 🇪🇺 posts on X about $ap, ich, business, strong the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1278585691857969152/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1278585691857969152/c:line/m:interactions.svg)

- [--] Week [-------] +2,950%
- [--] Month [-------] +682%
- [--] Months [-------] +329%
- [--] Year [-------] +16%

### Mentions: [--] [#](/creator/twitter::1278585691857969152/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1278585691857969152/c:line/m:posts_active.svg)

- [--] Week [--] +80%
- [--] Month [--] +130%
- [--] Months [---] +149%
- [--] Year [---] +29%

### Followers: [------] [#](/creator/twitter::1278585691857969152/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1278585691857969152/c:line/m:followers.svg)

- [--] Week [------] +0.03%
- [--] Month [------] +0.25%
- [--] Months [------] +2.70%
- [--] Year [------] +8.90%

### CreatorRank: [-------] [#](/creator/twitter::1278585691857969152/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1278585691857969152/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  17% [currencies](/list/currencies)  5% [stocks](/list/stocks)  4% [cryptocurrencies](/list/cryptocurrencies)  1% [countries](/list/countries)  1% [technology brands](/list/technology-brands)  1%

**Social topic influence**
[$ap](/topic/$ap) #274, [ich](/topic/ich) #1227, [business](/topic/business) 6%, [strong](/topic/strong) 6%, [market](/topic/market) 5%, [und](/topic/und) #2380, [$irix](/topic/$irix) #1, [$trbr](/topic/$trbr) 4%, [at least](/topic/at-least) 3%, [safeguard](/topic/safeguard) 3%

**Top accounts mentioned or mentioned by**
[@faktenfux](/creator/undefined) [@aktienmax](/creator/undefined) [@kookaburra18](/creator/undefined) [@aliausbln](/creator/undefined) [@nevergr33dy](/creator/undefined) [@jupitersstring](/creator/undefined) [@evfcfaddict](/creator/undefined) [@stupdgermoney](/creator/undefined) [@sebkrog](/creator/undefined) [@finskeptic](/creator/undefined) [@investmentideen](/creator/undefined) [@mrhaeschen](/creator/undefined) [@friendlycapmgmt](/creator/undefined) [@sutjesh](/creator/undefined) [@investormexican](/creator/undefined) [@underlyingvalue](/creator/undefined) [@silencesaundrs](/creator/undefined) [@bucketshopbill](/creator/undefined) [@curiousinhell](/creator/undefined) [@microcapclub](/creator/undefined)

**Top assets mentioned**
[America Party (AP)](/topic/$ap) [Onewater Marine, Inc. (ONEW)](/topic/$onew) [Curtiss-Wright Corp. (CW)](/topic/$cw) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims)
### Top Social Posts
Top posts by engagements in the last [--] hours

"4/4.in line with their recent messaging. You should decide for yourself but I am currently fine with the decision as it demonstrates that there are no 'sacred cows'"  
[X Link](https://x.com/finance_schmidt/status/2019442048793800953)  2026-02-05T16:04Z 14.6K followers, [----] engagements


"1/2 $AP The decision by the INTA Committee was officially announced today. Opponents now have until tomorrow February [--] to file an objection supported by at least [--] MEPs or a political group. If that does not occur institutions"  
[X Link](https://x.com/finance_schmidt/status/2020978136440242384)  2026-02-09T21:48Z 14.6K followers, [----] engagements


"$ONEW I've been watching this from the sidelines for years. They seem to be in damage control mode now. They paid $125m for the company in [----]. I wouldn't touch it now. https://app.tracktacle.com/publication/NEWS/6969564561873047 https://app.tracktacle.com/publication/NEWS/6969564561873047"  
[X Link](https://x.com/finance_schmidt/status/2018657356704571487)  2026-02-03T12:06Z 14.6K followers, [----] engagements


"$AP This whole section of the $CW earnings call can be considered very bullish for AP's Aerofin business"  
[X Link](https://x.com/finance_schmidt/status/2022062919157264621)  2026-02-12T21:39Z 14.6K followers, [----] engagements


"7/.that way. It will also be interesting to see how the market reacts when they issue their first financial statement. At that point investors might compare the valuation less to the case laid out in their presentation and more to the actual financials. There are some other"  
[X Link](https://x.com/finance_schmidt/status/2016538003116638523)  2026-01-28T15:45Z 14.6K followers, [----] engagements


"1/4 $IRIX As I have been asked several times now about the headquarters relocation here are my two cents. First of all I see this as a move in the right direction. They are taking their self-imposed cost-saving goals seriously. While the savings they. https://app.tracktacle.com/publication/NEWS/7775136377151100 https://app.tracktacle.com/publication/NEWS/7775136377151100"  
[X Link](https://x.com/finance_schmidt/status/2019442040518427123)  2026-02-05T16:04Z 14.6K followers, [----] engagements


"$IRIX An analyst initiated coverage today with a $3 price target"  
[X Link](https://x.com/anyuser/status/2019542164431384832)  2026-02-05T22:42Z 14.6K followers, [----] engagements


"1/3 Honestly I don't think I have ever agreed more with an article about investing than this one. Often people tell me I'm short-term oriented and although I have a high turnover Id put it differently: I adapt to changes within the companies in which I invest new. I wanted to be right more than I wanted to make money. That's what made my [----] suck. New article on the thin line between being a contrarian and just protecting your ego and why "circle of competence" is often just a polite way of saying "I don't want to learn this" https://t.co/4rfk0qo6BM I wanted to be right more than I wanted to"  
[X Link](https://x.com/finance_schmidt/status/2020519859231096948)  2026-02-08T15:27Z 14.6K followers, [----] engagements


"2/3.information or simply how the market perceives those companies. The 'circle of competence' thinking is really something investors should get rid of. Back in [----] I said Id never invest in banks software biotech healthcare or commodities. In the last [---] days"  
[X Link](https://x.com/finance_schmidt/status/2020519861978272214)  2026-02-08T15:27Z 14.6K followers, [----] engagements


"3/3.I have invested in four out of those five. Moving past this mindset allows you to build a mental library that is constantly expanding helping you to identify more and more opportunities"  
[X Link](https://x.com/finance_schmidt/status/2020519865220547006)  2026-02-08T15:27Z 14.6K followers, [----] engagements


"2/2.will begin negotiations. I do not expect an objection given the strong vote for the proposal by the INTA Committee"  
[X Link](https://x.com/finance_schmidt/status/2020978139606946130)  2026-02-09T21:48Z 14.6K followers, [----] engagements


"4/4.the nuclear commercial market is still there as $AP$'s coils are ordered early in the process"  
[X Link](https://x.com/finance_schmidt/status/2021704144755585359)  2026-02-11T21:53Z 14.6K followers, [----] engagements


"Suave mari magno turbantibus aequora ventis/ e terra alterius magnum spectare laborem"  
[X Link](https://x.com/finance_schmidt/status/2022013188158771345)  2026-02-12T18:21Z 14.6K followers, [----] engagements


"Ich zahle [------] fr Pflege- und Krankenversicherung und bin vollkommen fein damit. Ich war einmal im Alter von [--] auf die Solidaritt aller Einzahler angewiesen und komme daher glcklicherweise gar nicht erst an den Punkt am Blicken ber den eigenen Tellerrand zu scheitern. Ich zahle jedes Jahr rund [------] Euro in die gesetzliche Krankenversicherung ein. Und bekomme am Ende exakt die gleichen Leistungen wie jemand der nie einen Cent eingezahlt hat. Das hat mit Gerechtigkeit nichts mehr zu tun. Solidaritt heit untersttzen nicht dauerhaft Ich zahle jedes Jahr rund [------] Euro in die gesetzliche"  
[X Link](https://x.com/anyuser/status/2022231945497944206)  2026-02-13T08:50Z 14.6K followers, [----] engagements


"1/3 $INT.ST Now I feel confident enough to write this without getting ad personam comments. I think it was in [----] when I looked at the stock with @evfcfaddict and in the end we were not one hundred percent sure that it was a fraud but we thought it was more"  
[X Link](https://x.com/finance_schmidt/status/1990755438787432794)  2025-11-18T12:14Z 14.6K followers, 17K engagements


"The potential improvements from exiting both a larger and a smaller underperforming business are easy to understand but there are additional catalysts ahead for $AP that are not yet visible in the current financials and are somewhat more complex in nature"  
[X Link](https://x.com/finance_schmidt/status/2005945803978748084)  2025-12-30T10:15Z 14.6K followers, [----] engagements


"https://open.substack.com/pub/tridentopportunities/p/ampco-pittsburgh-corporation-ap-ar=3o5ihh&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tridentopportunities/p/ampco-pittsburgh-corporation-ap-ar=3o5ihh&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/finance_schmidt/status/2005945851768647870)  2025-12-30T10:15Z 14.6K followers, [----] engagements


"$AP CBAM has been in effect since January [--] this year and the table shows how significantly it changes the price competitiveness of steel imports into the EU. The new EU steel safeguard is still on track to be implemented on July [--] [----]. https://eurometal.net/perfect-storm-for-eu-steel-five-things-to-watch-in-2026/ https://eurometal.net/perfect-storm-for-eu-steel-five-things-to-watch-in-2026/"  
[X Link](https://x.com/finance_schmidt/status/2011352406513111164)  2026-01-14T08:19Z 14.6K followers, [----] engagements


"$AP Voices in the US are growing louder in support of a 'melt and pour' rule similar to the one proposed in the EU. Such a regulation would strengthen the competitiveness of US steel producers and consequently drive demand for AP's US-produced rolls. https://mrvan.house.gov/sites/evo-subsites/mrvan.house.gov/files/evo-media-document/goncalves-testimony_state-of-steel-2026.pdf https://mrvan.house.gov/sites/evo-subsites/mrvan.house.gov/files/evo-media-document/goncalves-testimony_state-of-steel-2026.pdf"  
[X Link](https://x.com/finance_schmidt/status/2013370863043653678)  2026-01-19T21:59Z 14.6K followers, [----] engagements


"1/n $AP I want to mention anything new from the Sidoti conference of today: [--]. Brett McBrayer made it clear that they are well-positioned for multi-year earnings growth especially in the ALP segment which is seeing significant growth opportunities. [--]. Very interesting"  
[X Link](https://x.com/finance_schmidt/status/2014093735886287055)  2026-01-21T21:52Z 14.6K followers, [----] engagements


"$AP Let me highlight this aspect as it is both new and an additional catalyst-like event for the steel segment. This essentially de-risks the demand side for the company and the regional undersupply in North American cast rolls has created a unique "pricing umbrella." .update regarding one of their competitors. Villares Metals is apparently stopping the production of forged rolls (they only know for sure regarding cast rolls) which led to more inquiries from some of their previous customers (who were supplied by Villares with forged. .update regarding one of their competitors. Villares Metals"  
[X Link](https://x.com/finance_schmidt/status/2014096917236531200)  2026-01-21T22:04Z 14.6K followers, [----] engagements


"1/n $AP I already knew that Aerofin is the #1 supplier for nuclear heat exchangers in the US but as of yesterday Im aware they serve more than 90% of the North American market. This is a monopoly-like advantage given the exceptionally high barriers to entry. Considering the"  
[X Link](https://x.com/finance_schmidt/status/2014329470266601828)  2026-01-22T13:29Z 14.6K followers, [----] engagements


"1/2 $AP There are two pieces of relevant new information. First the EU steel safeguard vote is scheduled for this Tuesday; if approved quotas will be halved and tariffs doubled. Second the. https://www.europarl.europa.eu/committees/en/26-27-january-cypriot-presidency-steel-s/product-details/20260121CAN75892 https://www.europarl.europa.eu/committees/en/26-27-january-cypriot-presidency-steel-s/product-details/20260121CAN75892"  
[X Link](https://x.com/finance_schmidt/status/2014992496963571918)  2026-01-24T09:23Z 14.6K followers, [----] engagements


"$AP is hiring new production workers for its Swedish cast roll lines on an indefinite full time basis"  
[X Link](https://x.com/finance_schmidt/status/2015800136778068353)  2026-01-26T14:52Z 14.6K followers, [----] engagements


"1/2 $AP The new steel safeguard was adopted as planned by the committee with a strong majority. The proposal now goes to Parliament where it is likely to be approved. Afterward the European institutions will negotiate and the. https://www.europarl.europa.eu/news/en/press-room/20260126IPR32626/new-measures-to-protect-eu-steel-market-from-global-overcapacity https://www.europarl.europa.eu/news/en/press-room/20260126IPR32626/new-measures-to-protect-eu-steel-market-from-global-overcapacity"  
[X Link](https://x.com/finance_schmidt/status/2016527805136146515)  2026-01-28T15:04Z 14.6K followers, [----] engagements


"6/.of PALS.V which leads me to the point of why I sold. 3.Every step or indication by Chrysos that they will increase royalties per assay minimum monthly assay payments or simply production capacity for their assays is a negative for PALS.V and the market will perceive it"  
[X Link](https://x.com/finance_schmidt/status/2016538000717393968)  2026-01-28T15:44Z 14.6K followers, [---] engagements


"1/3 $AP and here we finally got confirmation of what I had so far only been able to infer from tenders and overall industry activity. $28m in new orders for the ALP segment alone. To put this into perspective the. https://app.tracktacle.com/publication/NEWS/6571954616137351 https://app.tracktacle.com/publication/NEWS/6571954616137351"  
[X Link](https://x.com/finance_schmidt/status/2018816463130513723)  2026-02-03T22:38Z 14.6K followers, [----] engagements


"3/4.contract manufacturer line by line. That involves significant change and potential disruption to operations. In every interview and earnings call they have maintained a cautious stance to ensure everything goes smoothly. Again just my two cents but I find this to be"  
[X Link](https://x.com/anyuser/status/2019442046008701096)  2026-02-05T16:04Z 14.6K followers, [----] engagements


"@aktien_max Ich verstehe nicht wie du zum dem Schluss kommst derzeit bei $HIMS noch das Risiko abschtzen zu knnen. Das kann momentan wahrscheinlich niemand mit Gewissheit. Fr mich sieht das wirklich nach einem potentiellen Chapter [--] aus und selbst abseits dessen agiert das Management"  
[X Link](https://x.com/finance_schmidt/status/2021306911577026682)  2026-02-10T19:34Z 14.6K followers, [----] engagements


"@aktien_max den Blick auf die Downside nimmt. Ich verstehe gerade nicht mal was dich in der Aktie hlt bzw. auf welcher Basis du glaubst das Risiko einschtzen zu knnen"  
[X Link](https://x.com/finance_schmidt/status/2021307673010971033)  2026-02-10T19:37Z 14.6K followers, [----] engagements


"1/4 $AP Strong indicator: $CW just released quarterly results. CW connects the order intake directly to more activity in the nuclear commercial and naval defense markets. Especially the nuclear aspect is very important as CW uses Aerofin's coils. https://app.tracktacle.com/publication/NEWS/5209034736779080 https://app.tracktacle.com/publication/NEWS/5209034736779080"  
[X Link](https://x.com/finance_schmidt/status/2021704133380583773)  2026-02-11T21:53Z 14.6K followers, [----] engagements


"3/4.Virginia-class submarines where Aerofin's coils are also used. Still some of this is likely already included in the recently announced order intake. That aside it is good to see that the order intake for. https://app.tracktacle.com/publication/NEWS/6571954616137351 https://app.tracktacle.com/publication/NEWS/6571954616137351"  
[X Link](https://x.com/finance_schmidt/status/2021704141660160348)  2026-02-11T21:53Z 14.6K followers, [----] engagements


"Viel mehr nervt es mich wie aufwndig es teilweise ist an Rezepte zu kommensodass ich teilweise von vornherein bestimmte Leistungen selbst zahle. Hausarzt stellt berweisung fr Facharzt aus Facharzt gibt dir Rezept fr [--] Einheiten Physio und danach geht das Spiel von vorne los"  
[X Link](https://x.com/anyuser/status/2022231948597534868)  2026-02-13T08:50Z 14.6K followers, [----] engagements


"@kookaburra18 Ja hat mir meine Physio jetzt auch gesagt. Ich soll bitte Schulter Schmerzen haben 😉"  
[X Link](https://x.com/finance_schmidt/status/2022262930784317692)  2026-02-13T10:53Z 14.6K followers, [---] engagements


"@Stupd_GER_Money Beim letzten Punkt bin ich bei dir"  
[X Link](https://x.com/finance_schmidt/status/2022269481930604885)  2026-02-13T11:19Z 14.6K followers, [---] engagements


"@AliAusBln Das muss ich nicht definieren das haben bereits andere getan. Das ist ein feststehender Begriff. In Frage gestellt wird es dann wenn die eigenen Zahlungen in Relation zu denen anderer gestellt wird und damit ein Anspruch an hhere Leistung https://de.wikipedia.org/wiki/Solidarit%C3%A4tsprinzip https://de.wikipedia.org/wiki/Solidarit%C3%A4tsprinzip"  
[X Link](https://x.com/finance_schmidt/status/2022285921991774215)  2026-02-13T12:25Z 14.6K followers, [---] engagements


"@AliAusBln geknpft wird. Da ich selbst maximal monetr unter diesem System 'leide' bin ich de facto das Gegenteil von befangen"  
[X Link](https://x.com/finance_schmidt/status/2022286107463823615)  2026-02-13T12:25Z 14.6K followers, [--] engagements


"@FaktenFux Es handelt sich um eine Unterstellung auf Basis des geistigen Ergusses des Kritikers keine Beleidigung. Im brigen habe ich selbst Kritik geuert und bin dahingehend auch konsistent"  
[X Link](https://x.com/finance_schmidt/status/2022288436179198131)  2026-02-13T12:35Z 14.6K followers, [---] engagements


"@FaktenFux Seid ihr beide selbststndig Ich kann den Gedanken ansatzweise verstehen zumindest hinsichtlich des von dir beschriebenen Szenarios. Das Modell scheint da etwas aus der Zeit gefallen"  
[X Link](https://x.com/finance_schmidt/status/2022292374236397959)  2026-02-13T12:50Z 14.6K followers, [--] engagements


"@FaktenFux Aber dann zahlt ihr doch nur den Arbeitnehmeranteil also knapp die Hlfte der genannten Betrge oder verstehe ich etwas falsch Auf jeden Fall klingt das grundstzlich nach einer guten Einstellung"  
[X Link](https://x.com/finance_schmidt/status/2022301858182639704)  2026-02-13T13:28Z 14.6K followers, [--] engagements


"Addendum: At any time something can happen that looks odd from a shareholder perspective. You have to come to terms with that if you want to stay invested and I understand why some choose not to"  
[X Link](https://x.com/finance_schmidt/status/2000809584244744627)  2025-12-16T06:05Z 14.6K followers, [---] engagements


"$BLM.V announced USD 3.5m in new contracts and more importantly its first recurring operations and maintenance agreement. https://app.tracktacle.com/publication/NEWS/6710271345460207 https://app.tracktacle.com/publication/NEWS/6710271345460207"  
[X Link](https://x.com/finance_schmidt/status/2003074904837738534)  2025-12-22T12:07Z 14.6K followers, [----] engagements


"One of the most requested features and in my opinion one that adds significant value especially for micro cap investors and anyone who wants to stay up to date with their investments. 1/4 ANNOUNCEMENT: We have added SEDI filings to the Insider Transactions Search. From now on you can search for meaningful insider transactions not only across SEC filings but also across SEDAR and SEDI filings all within your preferred market segment. You can use the. https://t.co/KiIyh7n9OH 1/4 ANNOUNCEMENT: We have added SEDI filings to the Insider Transactions Search. From now on you can search for"  
[X Link](https://x.com/finance_schmidt/status/2003149971504464048)  2025-12-22T17:05Z 14.6K followers, [----] engagements


"I want to thank the three guys who once again this year provided me with compelling investment cases and with whom I discussed my investments the most. Without this kind of collaboration my returns would quickly fade. Thank you @SebKrog @FinSkeptic & @Investmentideen"  
[X Link](https://x.com/finance_schmidt/status/2003214689149620448)  2025-12-22T21:22Z 14.6K followers, [----] engagements


"1/n $IRIX If you have not watched the recent interview with Iridex management yet I strongly recommend doing so. Below is a summary of the points I found most noteworthy. Q4 is expected to show higher revenues than Q3 and management reiterated. https://www.youtube.com/watchv=27bz1atjq6I https://www.youtube.com/watchv=27bz1atjq6I"  
[X Link](https://x.com/finance_schmidt/status/2004149289409544703)  2025-12-25T11:16Z 14.6K followers, 10.9K engagements


"3/n.typically a strong probe sales quarter. Probe gross margins are in the [--] percent range Patrick highlighted that not only Glaucoma remains strong but Retina (Pascal systems) as well. They expect Retina to grow year over year next year. Probe sales are expected to"  
[X Link](https://x.com/finance_schmidt/status/2004149300952248337)  2025-12-25T11:16Z 14.6K followers, [---] engagements


"4/n.grow further in [----]. Revenue growth in [----] should be comparable to what we will see in Q4 [----]. For full year [----] management expects to be both EBIT and cash flow positive. Cash balance will be higher this time next year. If achieved this would be a significant"  
[X Link](https://x.com/finance_schmidt/status/2004149304551002270)  2025-12-25T11:16Z 14.6K followers, [---] engagements


"@mrhaeschen I am very happy that you came to this conclusion. Honestly under normal circumstances around [--] percent should arrive at the same conclusion. I would really appreciate a more detailed comment once we discuss this on the podcast"  
[X Link](https://x.com/finance_schmidt/status/2006077502733844642)  2025-12-30T18:58Z 14.6K followers, [---] engagements


"The only thing Ill share upfront about my portfolio update. I didnt have much time to finish it over the last few days. Hope to publish it tomorrow"  
[X Link](https://x.com/finance_schmidt/status/2006340532235325526)  2025-12-31T12:23Z 14.6K followers, [----] engagements


"@FriendlyCapMgmt Just so I understand this correctly: you are picking a fight because the price in my table is about [--] percent lower than the price at the time of publication If you look at the closing prices of the last trading days the stock closed exactly at [----] before the weekend. I"  
[X Link](https://x.com/finance_schmidt/status/2006387529692357024)  2025-12-31T15:30Z 14.6K followers, [---] engagements


"Performance 2025: 248% Performance since 01.01.2017: IRR: 32.76% TTWROR: 651.62% I just published a detailed quarterly report with all buys and sells via the link in my bio"  
[X Link](https://x.com/anyuser/status/2006783790426046755)  2026-01-01T17:45Z 14.6K followers, 12.2K engagements


"And yes I'm Europoor which is why I use a comma instead of a point"  
[X Link](https://x.com/finance_schmidt/status/2006784681250087359)  2026-01-01T17:48Z 14.6K followers, [----] engagements


"https://open.substack.com/pub/tridentopportunities/p/portfolioupdate-q4-2025-248r=3o5ihh&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tridentopportunities/p/portfolioupdate-q4-2025-248r=3o5ihh&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/finance_schmidt/status/2006784844290982399)  2026-01-01T17:49Z 14.6K followers, [----] engagements


"1/4 After $IMB.AX reached a new 52-week high one might think it is no longer cheap but based on the FY26 guidance they gave us that is clearly not the case. A [-----] to 12x P/E or [---] to 10.5x ex cash is arguably cheap for a company with 61.5% recurring revenue that has"  
[X Link](https://x.com/finance_schmidt/status/2007218912686129159)  2026-01-02T22:34Z 14.6K followers, 14.4K engagements


"@SutjeSH @nevergr33dy Tried to get into Croma for four months straight one to two years ago. Didnt get a single share. AIM sucks"  
[X Link](https://x.com/finance_schmidt/status/2007422102211629133)  2026-01-03T12:01Z 14.6K followers, [---] engagements


"$KLNG announces new significant contract https://app.tracktacle.com/publication/NEWS/5021203410547953 https://app.tracktacle.com/publication/NEWS/5021203410547953"  
[X Link](https://x.com/finance_schmidt/status/2008538795642417492)  2026-01-06T13:59Z 14.6K followers, [----] engagements


"@InvestorMexican Why do you think that in the case of $IMB.AX Based on guidance the stock is trading at roughly 1011x P/E excluding cash. Given their strong capital allocation track record and the fact that 62% of revenue is now recurring that does not strike me as expensive"  
[X Link](https://x.com/finance_schmidt/status/2009020865284038750)  2026-01-07T21:54Z 14.6K followers, [----] engagements


"I once jokingly predicted that $IMB.AX would be fully owned by institutions one day and apparently thats becoming more and more true. A new substantial holder has emerged with a 5.37% ownership stake"  
[X Link](https://x.com/finance_schmidt/status/2011564653667893490)  2026-01-14T22:22Z 14.6K followers, [----] engagements


"If it is even close to what the petitions for EU Inc. proposed it would be a massive step forward for the EU and something many would benefit from beyond freedom of movement EU roaming etc. Nice to see the EU delivering. Von Der Leyen has just announced that EU-inc and Investment Union will become reality. Key Points: - Register an EU-inc company within 48h fully online - Simple set of similar rules all across the union. - integrated trading post-trading and asset management https://t.co/wmzRhDtrpl Von Der Leyen has just announced that EU-inc and Investment Union will become reality. Key"  
[X Link](https://x.com/finance_schmidt/status/2013596928437621061)  2026-01-20T12:58Z 14.6K followers, [----] engagements


"1/2 $PALS.V and Scout Discoveries Corp. have signed a strategic partnership to establish a new sample preparation facility in Coeur d'Alene. Under the agreement Scout receives assay credits in exchange for transferring its crushing equipment. https://app.tracktacle.com/publication/NEWS/6589465770477665 https://app.tracktacle.com/publication/NEWS/6589465770477665"  
[X Link](https://x.com/finance_schmidt/status/2013696750624571444)  2026-01-20T19:34Z 14.6K followers, [----] engagements


".to Paragon. The partnership grants Scout Tier-1 priority processing and preferred rates with plans for a reciprocal expansion into Sparks"  
[X Link](https://x.com/finance_schmidt/status/2013698203703500861)  2026-01-20T19:40Z 14.6K followers, [----] engagements


".during the tariffs and they expect to see increased demand this year. [--]. FEP products are likely going to double from the current 5-10% of sales. Let me remind you that this is the business where they said they were recently able to increase prices as it is now cheaper to"  
[X Link](https://x.com/finance_schmidt/status/2014093748615967171)  2026-01-21T21:52Z 14.6K followers, [---] engagements


".buy in the USA than to import. [--]. EU steel quotas would likely lead to an increase in steel mill utilization from currently 65% to 80-85% thus increasing the demand for AP's rolls. This increase in demand will lead to a sharp increase in profit for the asset-heavy business"  
[X Link](https://x.com/finance_schmidt/status/2014093751006752863)  2026-01-21T21:52Z 14.6K followers, [---] engagements


".of AP. [--]. A lot of navy ships will retire and fleet size will be increased leading to significant business for Buffalo Pumps and long-term growth. The second batch of equipment from the Navy arrived this week and is currently being installed. Given that I recently read"  
[X Link](https://x.com/finance_schmidt/status/2014093753653383506)  2026-01-21T21:52Z 14.6K followers, [---] engagements


".a statement from a Navy spokesman that the US has to accelerate their plans regarding Navy expansion this could become a very large chunk of their business soon. As management stated this is not fading away soon but is rather a long-term business. The pump business"  
[X Link](https://x.com/finance_schmidt/status/2014093756421607855)  2026-01-21T21:52Z 14.6K followers, [---] engagements


".is also benefiting from data centers and energy generation in general. [--]. Aerofin supplies more than 90% of NA nuclear plants. [--]. Buffalo Air continues to benefit from the onshoring of pharmaceuticals. [--]. Strengthening the balance sheet was mentioned several times and"  
[X Link](https://x.com/finance_schmidt/status/2014093759147847783)  2026-01-21T21:52Z 14.6K followers, [---] engagements


".specifically that they will use FCF to pay down debt. Proceeds from the closure of the UK brand will be received over the next 3-6 months and also be used to pay down debt. All of this is interesting from an IRR perspective given the still relatively"  
[X Link](https://x.com/finance_schmidt/status/2014093761832161516)  2026-01-21T21:52Z 14.6K followers, [----] engagements


"@jupiters_string What would that be Im not asking about potential concerns but about genuine questions. Im able to size a position according to the riskreward profile"  
[X Link](https://x.com/finance_schmidt/status/2014295939234640186)  2026-01-22T11:15Z 14.6K followers, [--] engagements


"@jupiters_string I wanted to point out that these questions focus on public information that I've already factored into the risk profile/exit price discount. These aren't the types of questions Id ask management as they don't address operations. The risks are already clear.Does that make sense"  
[X Link](https://x.com/finance_schmidt/status/2014298890544013491)  2026-01-22T11:27Z 14.6K followers, [--] engagements


"2/n.U.S. DOE is currently pushing the fast-track approval for [--] reactor pilot projects and the potential commercial projects that might follow this is an even better opportunity than I first thought. https://www.energy.gov/ne/us-department-energy-reactor-pilot-program https://www.power-eng.com/nuclear/doe-kicks-off-nuclear-reactor-pilot-program-selecting-11-projects-for-a-fast-tracked-approval-process/ https://www.energy.gov/ne/us-department-energy-reactor-pilot-program"  
[X Link](https://x.com/finance_schmidt/status/2014329472674119973)  2026-01-22T13:29Z 14.6K followers, [---] engagements


"3/n Three projects are scheduled to achieve criticality by July [----]. They appear to be on track as site preparation or assembly began in December and January. Since heat exchangers are considered major long-lead components. https://www.businesswire.com/news/home/20251216359497/en/Aalo-Atomics-Celebrates-Robust-Partner-and-Supply-Chain-Ecosystem-Amid-Shipment-of-First-Aalo-0-Modules https://www.businesswire.com/news/home/20251216359497/en/Aalo-Atomics-Celebrates-Robust-Partner-and-Supply-Chain-Ecosystem-Amid-Shipment-of-First-Aalo-0-Modules"  
[X Link](https://x.com/finance_schmidt/status/2014329780221383025)  2026-01-22T13:30Z 14.6K followers, [---] engagements


"4/n.those were likely part of the backlog we observed. Crucially these reactors are downscaled and if successful will eliminate the 'First-of-a-Kind' risk. If they demonstrate that they can move from groundbreaking to operation in such a short window it will be a"  
[X Link](https://x.com/finance_schmidt/status/2014329818590888216)  2026-01-22T13:30Z 14.6K followers, [---] engagements


"5/n.game-changer for the industry where traditional nuclear reactor timelines have typically exceeded [--] years. The companies involved in these pilots will benefit from a fast-track licensing process to build larger SMRs. https://www.thecooldown.com/green-tech/nuclear-reactor-pilot-program-us-energy/#::text=To%20fast%2Dtrack%20the%20projectsSecretary%20of%20Energy%20James%20P https://www.thecooldown.com/green-tech/nuclear-reactor-pilot-program-us-energy/#::text=To%20fast%2Dtrack%20the%20projectsSecretary%20of%20Energy%20James%20P"  
[X Link](https://x.com/finance_schmidt/status/2014329866682847404)  2026-01-22T13:30Z 14.6K followers, [---] engagements


"6/n.likely leading to more orders for AP as data center giants like Meta and Amazon finalize SMR deals. If this unfolds AP will secure an ongoing revenue stream for maintenance and replacement. I'm just. https://www.aboutamazon.com/news/sustainability/amazon-nuclear-small-modular-reactor-net-carbon-zero https://www.aboutamazon.com/news/sustainability/amazon-nuclear-small-modular-reactor-net-carbon-zero"  
[X Link](https://x.com/finance_schmidt/status/2014329903185871141)  2026-01-22T13:30Z 14.6K followers, [----] engagements


"2/2.final auction for the UK facility's equipment will take place on January 31st with an expected net cash inflow of $78 million. https://assets.gordonbrothers.com/auctions/info/id/209 https://assets.gordonbrothers.com/auctions/info/id/209"  
[X Link](https://x.com/finance_schmidt/status/2014992499194896787)  2026-01-24T09:23Z 14.6K followers, [----] engagements


"5/.while Chrysos estimates that to replace the current fire assay technology in full [---] PhotonAssay units will be needed. Chrysos currently builds [--] machines a year so based on this assumption it will take at least a few years until the TAM is fully served. I would check"  
[X Link](https://x.com/finance_schmidt/status/2015915622371082673)  2026-01-26T22:31Z 14.6K followers, [---] engagements


"6/.that regularly. Peter Shippen expects them to increase capacity but emphasizes that based on his understanding some components have a very long lead time and are not easy to produce. This is something to keep an eye on which I will do. One other aspect is that currently"  
[X Link](https://x.com/finance_schmidt/status/2015915624954843156)  2026-01-26T22:31Z 14.6K followers, [---] engagements


"1/2 $AP This comes as no surprise. It is similar to labor disputes. Both sides describe it as either as positive or as negative as possible and the result could end up somewhere in the middle. Still downstream. https://eurometal.net/10-end-user-associations-oppose-new-eu-steel-quotas/ https://eurometal.net/10-end-user-associations-oppose-new-eu-steel-quotas/"  
[X Link](https://x.com/finance_schmidt/status/2010268012029595648)  2026-01-11T08:30Z 14.6K followers, [----] engagements


"As communicated: No more 4Cs from I can't say I like that given that the 4C has a structure helpful for filtering out noise though some might argue the Q1 4C constantly created more noise than it filtered out.Nonetheless we still receive regular updates http://IMB.AX http://IMB.AX"  
[X Link](https://x.com/finance_schmidt/status/2014453278910665147)  2026-01-22T21:41Z 14.6K followers, [----] engagements


"1/n I had the chance to listen to a call with $PALS.V management and it confirmed both the positive and negative aspects. However it tipped the scales for me personally to the positive side although there are certain things one should track. The headline is: you don't have"  
[X Link](https://x.com/finance_schmidt/status/2015915611956601329)  2026-01-26T22:31Z 14.6K followers, [----] engagements


"4/.lease of [--] machines and Chrysos is currently supply constrained. Consequently anybody who wants to sign now likely has to wait until [----] or [----] so this is a real advantage regarding the timing of onboarding customers. This year [--] machines will be fully deployed"  
[X Link](https://x.com/finance_schmidt/status/2015915618973700266)  2026-01-26T22:31Z 14.6K followers, [---] engagements


"@UnderlyingValue I dont even ask for the reason as its obvious. If they drop below 25x EBITDA Ill take another look at them"  
[X Link](https://x.com/finance_schmidt/status/2016212859462574407)  2026-01-27T18:12Z 14.6K followers, [---] engagements


"1/2 $PALS.V As I communicated that I am holding a small position for transparency reasons it would feel wrong not to communicate that I sold my starter position today. I essentially spent the last two days discussing it with other investors and researching direct competitors . 1/n I had the chance to listen to a call with $PALS.V management and it confirmed both the positive and negative aspects. However it tipped the scales for me personally to the positive side although there are certain things one should track. The headline is: you don't have. 1/n I had the chance to listen to a call with"  
[X Link](https://x.com/finance_schmidt/status/2016537818005193066)  2026-01-28T15:44Z 14.6K followers, [----] engagements


"$SBBC.V $TRBR Declining revenue paired with higher vendor discounts. Initial read isnt encouraging. No position currently"  
[X Link](https://x.com/finance_schmidt/status/1927829514224029972)  2025-05-28T20:49Z 14.6K followers, [----] engagements


"@SilenceSaundrs I agree with you but considering we expected strong revenue growth this year these numbers arent encouraging. Lets see what they say on the call"  
[X Link](https://x.com/finance_schmidt/status/1927832158200111611)  2025-05-28T20:59Z 14.6K followers, [----] engagements


"$SBBC.V $TRBR TRUBAR management expects to deliver Net Revenue of $65 to $70 million for fiscal [----]. Trubars revenue in [----] was $43.6 million. Guidance was between $45 and $50 million and they recorded significant vendor discounts in Q4. In their November [----] presentation they stated that Trubar was expected to grow at historical rates over the next [--] to [--] months. That now seems completely off the table and vendor discounts have again increased as a percentage of revenue. Still their revenue distribution remains promising. Q2 will likely show strong QoQ and YoY growth due to the MVM"  
[X Link](https://x.com/finance_schmidt/status/1927961793726480744)  2025-05-29T05:34Z 14.6K followers, [----] engagements


"$SBBC.V $TRBR Look Im not trying to be picky but lets be real. If youre the potential acquirer would you pay the same multiple for a brand where 79% of revenue (FY24) is driven by vendor-funded discount as you would for one with healthy-margin DTC sales That kind of revenue isnt sustainable. Strip out the discounts now and sales likely collapse. This can still work but lets stop pretending exit multiples are universal and that implied margins suddenly dont matter. @BucketShopBill @CuriousinHell A future exit multiple is really just a simplified DCF. And it still hinges on growth and the"  
[X Link](https://x.com/finance_schmidt/status/1928152183523962950)  2025-05-29T18:11Z 14.6K followers, [----] engagements


"$TRBR numbers came in below expectations at first glance. Both revenues and adj. EBITDA were well below the estimates from the Clarus note. On the positive side retail sales are up significantly both QoQ and YoY but gross margin declined sharply. No position"  
[X Link](https://x.com/finance_schmidt/status/1960085889977307247)  2025-08-25T21:04Z 14.6K followers, [----] engagements


"$IRIX I just remembered a statement from the BI interview. Growth in [--] should be in the same range as the growth seen in Q4 which would imply revenue growth of roughly 15-17% for [--]. This is not formal guidance but it is still a promising indication. https://youtu.be/27bz1atjq6Isi=hDH05DAc7Xkf50P9&t=1570 1/5 $IRIX At first glance outstanding results at least regarding growth in revenue and probes. It seems their efforts around probe growth are bearing fruit and are consistent with their recent comments in presentations. Regarding. https://t.co/DEGjybS7xa https://t.co/6piwuHWZh0"  
[X Link](https://x.com/finance_schmidt/status/2010727611044069814)  2026-01-12T14:56Z 14.6K followers, [----] engagements


"2/3.backlog in this segment stood at $131m at the end of September. That implies a very meaningful increase in order intake. As Brett is explicitly referring to military and pharmaceutical end markets I would expect Buffalo Pumps and Buffalo Air Handling to be the"  
[X Link](https://x.com/finance_schmidt/status/2018816465047289887)  2026-02-03T22:38Z 14.6K followers, [---] engagements


"2/4.are mentioning now are roughly $0.4m lower than previously communicated the way I read it especially regarding the manufacturing operations is that they want to maintain some flexibility. Keep in mind that they intend to move manufacturing to the"  
[X Link](https://x.com/finance_schmidt/status/2019442043399868823)  2026-02-05T16:04Z 14.6K followers, [---] engagements


"$ACNT A significant step forward for the company. Everything is on track. https://app.tracktacle.com/publication/NEWS/6056901620854466 https://app.tracktacle.com/publication/NEWS/6056901620854466"  
[X Link](https://x.com/finance_schmidt/status/1995494637663105354)  2025-12-01T14:06Z 14.6K followers, [----] engagements


"$NOW.V Now we know who one of the bigger buyers was. Could have looked it up earlier. $NOW.V - reiterating short-term Goal CEO Bonus open market share purchase by management [--]. The CEO decided to get his bonus in shares versus cash - neutral to bullish in my opinion [--]. CEO CFO CDO and the EVP of S&S have bought a total of 106M shares since 14.11.2024 $NOW.V - reiterating short-term Goal CEO Bonus open market share purchase by management [--]. The CEO decided to get his bonus in shares versus cash - neutral to bullish in my opinion [--]. CEO CFO CDO and the EVP of S&S have bought a total of 106M"  
[X Link](https://x.com/finance_schmidt/status/1879163080472715333)  2025-01-14T13:46Z 14.6K followers, 11.9K engagements


"Catalyst ganz klar Auslieferung Elektroboote. Momentan fr Q1-2024 angesetzt. Bei Forza gab es eine 200% Kurssteigerung weil OneWater Marine eine Bestellung ber [--] Millionen aufgegeben hat. Direkt danach kam die KE. Dump gab es nicht beim Management. Wenn sich die ersten Boote in den Umstzen bemerkbar machen gehe ich davon aus dass alle anderen Komponenten in den Hintergrund treten. Wenn auf Quartalsebene dann noch etwas generiert wird was nur so 'aussieht' als sei der CF oder die Earnings positiv gehe ich von einer entsprechenden Reaktion aus. Wenn sie technisch abliefern gehe ich davon aus"  
[X Link](https://x.com/finance_schmidt/status/1714256811124023619)  2023-10-17T12:27Z 14.6K followers, [---] engagements


".update regarding one of their competitors. Villares Metals is apparently stopping the production of forged rolls (they only know for sure regarding cast rolls) which led to more inquiries from some of their previous customers (who were supplied by Villares with forged"  
[X Link](https://x.com/finance_schmidt/status/2014093738709066072)  2026-01-21T21:52Z 14.6K followers, [----] engagements


".rolls). This further cleans up the competitive landscape in NA which nowbased on my researchconsists of only 2-3 relevant NA players for forged rolls with the remainder being imports from Europe. It is too early to call this a $SENEA-like situation especially as it is"  
[X Link](https://x.com/finance_schmidt/status/2014093741313712283)  2026-01-21T21:52Z 14.6K followers, [---] engagements


"Im talking about our DCF. The IRR has already shifted based on the current numbers and of course it matters how high your CACs are and how sustainable your customer base is. Just look at $HFG.DE to see what can happen when the discount faucet gets turned off. Im not saying thats guaranteed here but the early signs are similar: CAC as a % of sales is rising instead of falling. Yes gross margins are improving and EBITDA might turn positive next quarter thats encouraging. But saying how you get revenue doesnt matter Thats a stretch. Quality of revenue always matters."  
[X Link](https://x.com/finance_schmidt/status/1928155730894352525)  2025-05-29T18:25Z 14.6K followers, [---] engagements


"$ACNT announces a new stock repurchase program for up to [--] million shares. To put that into perspective this represents approximately 21.3% of the currently outstanding shares. https://app.tracktacle.com/publication/NEWS/5016506977742814 https://app.tracktacle.com/publication/NEWS/5016506977742814"  
[X Link](https://x.com/finance_schmidt/status/2001647182236270704)  2025-12-18T13:34Z 14.6K followers, 13.7K engagements

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