# ![@four3_m Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2423744740.png) @four3_m M

M posts on X about $87mm, $avd, yield, business the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::2423744740/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2423744740/c:line/m:interactions.svg)

- [--] Week [--] -60%
- [--] Month [---] +222%

### Mentions: [--] [#](/creator/twitter::2423744740/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2423744740/c:line/m:posts_active.svg)

- [--] Week [--] +50%
- [--] Month [--] +200%

### Followers: [--] [#](/creator/twitter::2423744740/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2423744740/c:line/m:followers.svg)

- [--] Week [--] no change
- [--] Month [--] no change

### CreatorRank: undefined [#](/creator/twitter::2423744740/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2423744740/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance) 

**Social topic influence**
[$87mm](/topic/$87mm), [$avd](/topic/$avd) #5, [yield](/topic/yield), [business](/topic/business), [ceo](/topic/ceo), [$57mm](/topic/$57mm), [$100share](/topic/$100share), [$170share](/topic/$170share), [stocks](/topic/stocks), [trade](/topic/trade)

**Top accounts mentioned or mentioned by**
[@resourcebull](/creator/undefined) [@stockspy1](/creator/undefined)

**Top assets mentioned**
[American Vanguard Corporation (AVD)](/topic/$avd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Estimates (no sell-side coverage any longer) and implied multiple at current stock price ($5) [----] EBITDA: $43mm (6.9x EV/EBITDA) FCF: $0.60/share (12% yield) Year End Leverage: 2.9x"  
[X Link](https://x.com/four3_m/status/1989068392238887383)  2025-11-13T20:30Z [--] followers, [--] engagements


"2026 - Ag chem destocking / downcycle coming to an end. New CEO focused on streamlining the business. EBITDA: $57mm (4.9x) FCF: $1.00/share (20% yield) Year End Leverage: 1.7x [----] (when they reach LT margin goals) EBITDA: $87mm (2.3x) FCF: $1.70/share (35% yield) Leverage: 1x"  
[X Link](https://x.com/anyuser/status/1989068395422384299)  2025-11-13T20:30Z [--] followers, [---] engagements


"Specialty Chem stocks typically trade for 9-12x EBITDA. Call it 10x $87mm of EBITDA = $870mm long term EV. Take out about 70mm of debt to get $800mm market cap ($145mm cap today) Not financial advice. Just my opinion"  
[X Link](https://x.com/anyuser/status/1989074570004033733)  2025-11-13T20:55Z [--] followers, [---] engagements


"$AVD 2x upside over the next [--] to [--] months - simple mean-reversion and new (better) management 4x upside over [--] years as the company reaches long-term margin targets (15% EBITDA vs 8% in 2025)"  
[X Link](https://x.com/anyuser/status/1989068384068337785)  2025-11-13T20:30Z [--] followers, [---] engagements


"@resourcebull $AVD - new mgmt getting back to basics. Bottom of Ag Chem cycle. Refi credit facility need and see no reason why they can't get that done. No sell side coverage. Could see $55mm EBITDA in '26 $30mm FCF. Clear path to $10 stock price when refi overhang is removed"  
[X Link](https://x.com/four3_m/status/2018413839239254081)  2026-02-02T19:58Z [--] followers, [---] engagements


"@Stockspy1 Interesting set up. From a fundamental perspective ag chem cyclical is at a bottom and turning new mgmt is streamlining the business and the valuation is low on depressed earnings. Look for new credit facility soon - once thats done clear path to a double+. $AVD"  
[X Link](https://x.com/four3_m/status/2021922375588360614)  2026-02-12T12:20Z [--] followers, [--] engagements


"$AVD 2x upside over the next [--] to [--] months - simple mean-reversion and new (better) management 4x upside over [--] years as the company reaches long-term margin targets (15% EBITDA vs 8% in 2025)"  
[X Link](https://x.com/anyuser/status/1989068384068337785)  2025-11-13T20:30Z [--] followers, [---] engagements


"2026 - Ag chem destocking / downcycle coming to an end. New CEO focused on streamlining the business. EBITDA: $57mm (4.9x) FCF: $1.00/share (20% yield) Year End Leverage: 1.7x [----] (when they reach LT margin goals) EBITDA: $87mm (2.3x) FCF: $1.70/share (35% yield) Leverage: 1x"  
[X Link](https://x.com/anyuser/status/1989068395422384299)  2025-11-13T20:30Z [--] followers, [---] engagements


"Specialty Chem stocks typically trade for 9-12x EBITDA. Call it 10x $87mm of EBITDA = $870mm long term EV. Take out about 70mm of debt to get $800mm market cap ($145mm cap today) Not financial advice. Just my opinion"  
[X Link](https://x.com/anyuser/status/1989074570004033733)  2025-11-13T20:55Z [--] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing