#  @mavix_leon mavix mavix posts on X about $slyg, $evo, $epsil, $ysn the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1179327499559407616/interactions)  - [--] Week [-----] -90% - [--] Month [------] +71% - [--] Months [-------] +2% - [--] Year [-------] -29% ### Mentions: [--] [#](/creator/twitter::1179327499559407616/posts_active)  - [--] Month [--] -73% - [--] Months [---] +0.56% - [--] Year [---] +66% ### Followers: [-----] [#](/creator/twitter::1179327499559407616/followers)  - [--] Week [-----] +0.08% - [--] Month [-----] +0.12% - [--] Months [-----] +1.50% - [--] Year [-----] +7.40% ### CreatorRank: [---------] [#](/creator/twitter::1179327499559407616/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 27.88% [stocks](/list/stocks) 25.96% [currencies](/list/currencies) 14.42% [countries](/list/countries) 12.5% [technology brands](/list/technology-brands) 11.54% [cryptocurrencies](/list/cryptocurrencies) 1.92% [exchanges](/list/exchanges) 0.96% [products](/list/products) 0.96% **Social topic influence** [$slyg](/topic/$slyg) #1, [$evo](/topic/$evo) #10, [$epsil](/topic/$epsil) 25%, [$ysn](/topic/$ysn) #1, [$fqt](/topic/$fqt) #1, [end of](/topic/end-of) 20.19%, [$leat](/topic/$leat) #1, [$trtl](/topic/$trtl) #1, [$ldbmi](/topic/$ldbmi) #1, [$cevhm](/topic/$cevhm) #1 **Top accounts mentioned or mentioned by** [@shellyiot](/creator/undefined) [@tomgardnerfool](/creator/undefined) [@microcapclub](/creator/undefined) [@fredmcfeely](/creator/undefined) [@passussa](/creator/undefined) [@shotchange](/creator/undefined) [@sharogradskym](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@davidkatunaric](/creator/undefined) [@screwfix](/creator/undefined) [@mufasacapital](/creator/undefined) [@mavixleon](/creator/undefined) [@markmholmgren](/creator/undefined) [@alvarofaraco](/creator/undefined) [@valuehunte](/creator/undefined) **Top assets mentioned** [Evotec SE (EVO)](/topic/$evo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Fenerbahรงe Token (FB)](/topic/$fb) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Unity Software Inc. (U)](/topic/$u) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nutanix, Inc. Class A Common Stock (NTNX)](/topic/$ntnx) [NeoGames S.A. (NGMS)](/topic/$ngms) [Alibaba Group (BABA)](/topic/$baba) [Sea Limited (SE)](/topic/$se) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Etsy Inc (ETSY)](/topic/$etsy) ### Top Social Posts Top posts by engagements in the last [--] hours "I just pulished an Earnings Update about the Q3 [----] results of Ellipitc Laboratories $ELABS. I have a look at the Earnings and share my thoughts about the ongoing investment thesis after these results and especially the management change" [X Link](https://x.com/mavix_leon/status/1992557361253491194) 2025-11-23T11:34Z [----] followers, [----] engagements "Portfolio end of November '25: Sold: Elliptic Laboratories $ELABS Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT Frequentis $FQT Toyokumo $4058 Transense Technologies $TRT.L -undisclosed- ErreDue SpA $RDUE -undisclosed- Arcure SA $ALCUR Portfolio end of October '25: Shelly Group $SLYG Secunet Security Networks $YSN Lindbergh SpA $LDB.MI Centrotec $CEV.HM Leatt $LEAT Evolution $EVO Frequentis $FQT Toyokumo $4058 Transense Technologies $TRT.L ErreDue SpA $RDUE -undisclosed- -undisclosed- Elliptic Laboratories" [X Link](https://x.com/mavix_leon/status/1995130888070238437) 2025-11-30T14:00Z [----] followers, 17.2K engagements "Leatt $LEAT gave a first look on its new [----] ADV range. It includes: ADV MultiTour [---] jackets ADV ThermaFlow jackets ADV DriTour [---] riding fear ADV FlowTour [---] jacket Rally [---] HydraDri gear ADV [---] HydrDri boots ADV [----] globus Kit ADV helmets" [X Link](https://x.com/mavix_leon/status/2020094133604687873) 2026-02-07T11:15Z [----] followers, [----] engagements "Shelly $SLYG devices became very famous in the early days among the so called "geeks" that used scripting to create extended smart home experiences. These scripting capabilities have been one of the main differentiator compared to other solutions but wasnt that easy to use for the "normal" user. Now with AI & a dedicated Shelly AI agent this feature will be much easier to be used by all users. https://twitter.com/i/web/status/2018233874585665760 https://twitter.com/i/web/status/2018233874585665760" [X Link](https://x.com/mavix_leon/status/2018233874585665760) 2026-02-02T08:03Z [----] followers, [----] engagements "More powered by Shelly $SLYG devices: Smart Waret Valve Smart Hilux Lights" [X Link](https://x.com/mavix_leon/status/2020884787242651733) 2026-02-09T15:37Z [----] followers, [----] engagements "Shelly Group $SLYG announces preliminary sales revenues for the [--] months of [----] of EUR [----] million (+34.5%). Full 9M results will be published on [--] November 2025" [X Link](https://x.com/mavix_leon/status/1975633559219282263) 2025-10-07T18:45Z [----] followers, [----] engagements "Portfolio end of October '25: Shelly Group $SLYG Secunet Security Networks $YSN Lindbergh SpA $LDB.MI Centrotec $CEV.HM Leatt $LEAT Evolution $EVO Frequentis $FQT Toyokumo $4058 Transense Technologies $TRT.L ErreDue SpA $RDUE -undisclosed- -undisclosed- Elliptic Laboratories $ELABS Arcure SA $ALCUR Portfolio end of September '25: Shelly Group $SLYG Frequentis $FQT Lindbergh $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Toyokumo $4058 Arcure $ALCUR -undisclosed- -undisclosed- Elliptic https://t.co/ZjNOGWSV73" [X Link](https://x.com/mavix_leon/status/1984593470359515383) 2025-11-01T12:08Z [----] followers, 21.8K engagements "Portfolio end of December '25: New: -undisclosed- Sold: $ALCUR Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT Frequentis $FQT Transense Technologies $TRT.L Toyokumo $4058 -undisclosed- -undisclosed- -undisclosed- ErreDue $RDUE Portfolio end of November '25: Sold: Elliptic Laboratories $ELABS Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT Frequentis $FQT Toyokumo $4058 Transense Technologies $TRT.L -undisclosed- ErreDue SpA $RDUE Portfolio end of November" [X Link](https://x.com/mavix_leon/status/2007790755780169790) 2026-01-04T12:26Z [----] followers, 10.6K engagements "Shelly Group $SLYG is currently testing a Shelly Solar Platform. If succesful it can generate some additional recurring revenues via a subscription model" [X Link](https://x.com/mavix_leon/status/2012560576631746764) 2026-01-17T16:20Z [----] followers, [----] engagements "Shelly Group $SLYG will soon present a new "powered by Shelly device with Cury by Shelly the worlds first smart diffuser to release fragrance or mosquito protection with automated heating-based diffusion and fine-grained intensity control" [X Link](https://x.com/mavix_leon/status/2013596206937624850) 2026-01-20T12:55Z [----] followers, [----] engagements "Secunet Security Networks $YSN preliminary FY [----] results: Revenues of EUR 458.8m (+13%) *Public Sector of EUR 412m (+11%) *Business Sector of EUR 46m (+27%) EBITDA of EUR 74.9m (+24%) EBIT of EUR 51.7m (+22%) *Margin of 11.3% (vs. 10.5%) Order intake +26% Order backlog +36% Outlook 2026: *Revenue of EUR 460-500m *EBITDA of EUR 76-84m *EBIT of EUR 53-58m https://twitter.com/i/web/status/2016835871723397461 https://twitter.com/i/web/status/2016835871723397461" [X Link](https://x.com/mavix_leon/status/2016835871723397461) 2026-01-29T11:28Z [----] followers, [----] engagements "I have just published a new Portfolio Update for January [----]. It includes: My current Portfolio & Position sizes Earnings Update for Secunet Security Networks $YSB & Transense Technologies $TRT.L Recent News & Information about Shelly Group $SLYG -undisclosed- Toyokumo $4058 & ErreDue $RDUE You can find it in the Portfolio section of the Blog ๐ค https://twitter.com/i/web/status/2017582787813929001 https://twitter.com/i/web/status/2017582787813929001" [X Link](https://x.com/mavix_leon/status/2017582787813929001) 2026-01-31T12:56Z [----] followers, [----] engagements "Portfolio end of January '26: Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT Frequentis $FQT -undisclosed- -undisclosed- Toyokumo $4058 -undisclosed- ErreDue SpA $RDUE Transense Technologies $TRT.L Portfolio end of December '25: New: -undisclosed- Sold: $ALCUR Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT Frequentis $FQT Transense Technologies $TRT.L Toyokumo $4058 -undisclosed- -undisclosed- https://t.co/PRkSnMhOji Portfolio end of December '25: New:" [X Link](https://x.com/mavix_leon/status/2017965094311743677) 2026-02-01T14:15Z [----] followers, [----] engagements "Frequentis $FQT announced preliminary figures for FY 2025: Revenues of EUR 580m (+20.8%) EBIT of EUR [--] million (+46.4%) Adj. EBIT of EUR 38.9m (+21.2%) Adj. EBIT margin of 6.7% (vs. 6.7%) Order intake of EUR 680m (+16.5%) Outlook: *Increased revenue & order intake *EBIT margin of 7% Full results will be presented on April [--]. https://twitter.com/i/web/status/2018406489535217747 https://twitter.com/i/web/status/2018406489535217747" [X Link](https://x.com/mavix_leon/status/2018406489535217747) 2026-02-02T19:29Z [----] followers, [----] engagements "Evolution $EVO Q4 '25 results: Net revenues -3.7% (+4.9% at constantant currencies) Total operating revenues -9.5% *Live -4.5% *RNG +1.7% EBITDA -23.6% Adj. EBITDA -6.1% Adj. EBITDA margin of 66.4% (vs. 68.1) EPS -15.9% operating cashflow -11.1% Asian region again growing QoQ in Q4 but Europe with lower revenues https://twitter.com/i/web/status/2019302517734084910 https://twitter.com/i/web/status/2019302517734084910" [X Link](https://x.com/mavix_leon/status/2019302517734084910) 2026-02-05T06:50Z [----] followers, 18.7K engagements "I just published an Earnings Update about the Q4 & FY [----] results of Evolution - A year of problems but is there light at the end of the tunnel $EVO $EVVTY You can find it in the portfolio section of the blog :)" [X Link](https://x.com/mavix_leon/status/2019776194904797195) 2026-02-06T14:12Z [----] followers, [----] engagements "Toyokumo $4058 published its Q4 & FY '25 results: Q4: Sales +50.3% EBITDA +14.4% Operating Profit -5.1% Net income -9.6% MRR +31.9% Churn rate at 0.83% FY '25: Sales +54.5% EBITDA +57.8% Operating Profit +38.1% Net income +29% Guidance 2026: Sales +19.4% EBITDA +17.3% Operating Profit +18.1% Net income +19.8% increase dividend by 35%" [X Link](https://x.com/mavix_leon/status/2022192357844644299) 2026-02-13T06:13Z [----] followers, [----] engagements "Toyokumo published its January '26 monthly sales report: Monthly sales +30% Cumulative sales +30%" [X Link](https://x.com/mavix_leon/status/2022192829695766607) 2026-02-13T06:15Z [----] followers, [----] engagements "Portfolio End of September '21 (descending order) $YSN.DE $EVO $EPSIL.AT $FB $AMZN $ST5.DE $KSPI $NUMND $U $M8G $M0Y.DE $GOOGL $APM.DE $INPST $FAA.DE $BKNG $NTNX $KAMBI $TRMR $LVC $CLNK $SEYE $AGC $TCEHY $NGMS $GRVY $BABA $SE $NVDA New $TRMR Portfolio End of August '21 (descending order) $YSN.DE $EVO $FB $EPSIL $ST5.DE $AMZN $KSPI $NUMND $U $M8G $M0Y.DE $GOOGL $APM.DE $INPST $FAA.DE $NTNX $KAMBI $BKNG $NGMS $LVC $CLNK $SEYE $AGC $TCEHY $GRVY $BABA $SE $NVDA Sold $ETSY New $M8G Portfolio End of August '21 (descending order) $YSN.DE $EVO $FB $EPSIL $ST5.DE $AMZN $KSPI $NUMND $U $M8G $M0Y.DE" [X Link](https://x.com/mavix_leon/status/1443805140151152647) 2021-10-01T05:09Z [----] followers, [--] engagements "@TomGardnerFool $EPSIL.AT https://x.com/mavix_leon/status/1415693206621204481s=21 Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market [--] % owned by Founder & CEO [---] % growth in Q1 low valuation & profitable Thread https://t.co/u8N61fmXmT https://x.com/mavix_leon/status/1415693206621204481s=21 Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market" [X Link](https://x.com/mavix_leon/status/1450387433141452801) 2021-10-19T09:04Z [----] followers, [--] engagements "Portfolio End of October '21 (descending order) $YSN.DE $EVO $EPSIL.AT $KSPI $FB $AMZN $ST5.DE $U $NUMND $GOOG $M8G $M0Y.DE $ENTER $APM.DE $BKNG $KAMBI $FAA.DE $INPST $LVC $NTNX $TRMR $CLNK $SEYE $TCEHY $GRVY $BABA $NGMS $NVDA $SE New: $ENTER Sold: $AGC Portfolio End of September '21 (descending order) $YSN.DE $EVO $EPSIL.AT $FB $AMZN $ST5.DE $KSPI $NUMND $U $M8G $M0Y.DE $GOOGL $APM.DE $INPST $FAA.DE $BKNG $NTNX $KAMBI $TRMR $LVC $CLNK $SEYE $AGC $TCEHY $NGMS $GRVY $BABA $SE $NVDA New $TRMR Portfolio End of September '21 (descending order) $YSN.DE $EVO $EPSIL.AT $FB $AMZN $ST5.DE $KSPI $NUMND" [X Link](https://x.com/mavix_leon/status/1454421641497387008) 2021-10-30T12:15Z [----] followers, [--] engagements "E-Invoicing is one of the big growth drivers for Epsilon Net $EPSIL.AT In June [----] they had [------] subscribers for their Smart solution & to date they have over [------]. This means they more than doubled their subscribers in [--] months ๐" [X Link](https://x.com/mavix_leon/status/1455209169565388810) 2021-11-01T16:24Z [----] followers, [--] engagements "$EPSIL.AT acquirers 88% of PCS which operates in the provision of specialized IT solutions to companies in the financial sector: Rev. of PCS in '20 were 2.35m 9m '21 rev. of 2.08m up 22% 9m EBT of 367t cash of 1.43m โก Epsilon pays 2.23m ๐๐ " [X Link](https://x.com/mavix_leon/status/1458721150175952899) 2021-11-11T08:59Z [----] followers, [--] engagements "$EPSIl.AT 9m '21 results ๐คฏ Revenue +148% EBITDA +216% EBIT +309% EBT +354% 100k active facilities which constitute the starting point for achieving a significant degree of annual recurring revenue and the basis for its continuous and uninterrupted growth course" [X Link](https://x.com/mavix_leon/status/1463058589938036736) 2021-11-23T08:15Z [----] followers, [--] engagements "Portfolio End of November '21 (descending order) $YSN.DE $EPSIL.AT $EVO $KSPI $META $AMZN $ST5.DE $U $ENTER $GOOG $INPST $M8G $MYNA $NUMND $APM.DE $TRMR $KAMBI $BKNG $LVC $NTNX $SEYE $MBR $TCEHY $NVDA $BABA $SE New: $MBR Sold: $GRVY $BICO $NGMS $FAA Portfolio End of October '21 (descending order) $YSN.DE $EVO $EPSIL.AT $KSPI $FB $AMZN $ST5.DE $U $NUMND $GOOG $M8G $M0Y.DE $ENTER $APM.DE $BKNG $KAMBI $FAA.DE $INPST $LVC $NTNX $TRMR $CLNK $SEYE $TCEHY $GRVY $BABA $NGMS $NVDA $SE New: $ENTER Sold: $AGC Portfolio End of October '21 (descending order) $YSN.DE $EVO $EPSIL.AT $KSPI $FB $AMZN $ST5.DE" [X Link](https://x.com/mavix_leon/status/1466023104136851457) 2021-12-01T12:35Z [----] followers, [--] engagements "$EPSIL.AT Update ๐ธ Estimated Turnover of 50m in [----] (+140%) significant increase in profitability e-invoicing subscriptions exceed 50k total number of customers should exceed 100k at the end of [----] starting point of a significant amount of annual recurring rev" [X Link](https://x.com/mavix_leon/status/1470311132003016706) 2021-12-13T08:34Z [----] followers, [--] engagements "@MicroCapClub $EPSIL.AT https://x.com/mavix_leon/status/1415693206621204481s=20 Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market [--] % owned by Founder & CEO [---] % growth in Q1 low valuation & profitable Thread https://t.co/u8N61fmXmT https://x.com/mavix_leon/status/1415693206621204481s=20 Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market 65" [X Link](https://x.com/mavix_leon/status/1485946172913168385) 2022-01-25T12:02Z [----] followers, [--] engagements "@Fred_McFeely $EPSIL.AT https://x.com/mavix_leon/status/1415693206621204481s=21&t=wtkkYMMQvk3stkqeKW1uHQ Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market [--] % owned by Founder & CEO [---] % growth in Q1 low valuation & profitable Thread https://t.co/u8N61fmXmT https://x.com/mavix_leon/status/1415693206621204481s=21&t=wtkkYMMQvk3stkqeKW1uHQ Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader" [X Link](https://x.com/mavix_leon/status/1510139253711380482) 2022-04-02T06:17Z [----] followers, [--] engagements "Strategic partnership between Epsilon Net and the largest e-shopping platform in greece. The partnership includes the integration of Epsilon Smart & Pylon ERP. $EPSIL.AT http://skroutz.gr http://skroutz.gr" [X Link](https://x.com/mavix_leon/status/1537385515292450818) 2022-06-16T10:44Z [----] followers, [--] engagements "@passus_sa is now playing with the big boys in Poland ๐ They uplisted from the New Connect segment to the GPW Main Market $PAS Gratulujemy debiutu @passus_sa na Gwnym Rynku #GPW ๐๐ผ๐ #PASSUS jest [---] spk notowan na Gwnym Rynku oraz [--] debiutem na tym rynku w [----] roku. #debiutGPW #witamynaGPW https://t.co/K7xP8OFf1I Gratulujemy debiutu @passus_sa na Gwnym Rynku #GPW ๐๐ผ๐ #PASSUS jest [---] spk notowan na Gwnym Rynku oraz [--] debiutem na tym rynku w [----] roku. #debiutGPW #witamynaGPW https://t.co/K7xP8OFf1I" [X Link](https://x.com/mavix_leon/status/1612864401773826048) 2023-01-10T17:30Z [----] followers, [--] engagements "The European Union continues to increase regulations regarding cybersecurity for companies & governments. Possibly not that bad to invest in some companies that could profit from this trend. $YSN $NRST $B3.ST $PAS.WA Wichtige Cyberregulierungen in Europa https://t.co/DQOOj7t0cw Wichtige Cyberregulierungen in Europa https://t.co/DQOOj7t0cw" [X Link](https://x.com/mavix_leon/status/1675857352036081664) 2023-07-03T13:21Z [----] followers, [----] engagements "@shot_change Maybe with $EPSIL.AT there is a similar company in the making. Unfortunately also not that ridiculously cheap anymore like it was some time ago" [X Link](https://x.com/mavix_leon/status/1679846252295385089) 2023-07-14T13:32Z [----] followers, [---] engagements "Neurosoft $NRST has been awarded with a new project for the supply of equipment and the provision of Field and Maintenance and Support Services by a client operating in the field of energy. The total contract value will be [----] million over [--] months. The annual revenue ist expected to be approx. [--] million in year one and [----] million for the remaining years. https://twitter.com/i/web/status/1700011689423274415 https://twitter.com/i/web/status/1700011689423274415" [X Link](https://x.com/mavix_leon/status/1700011689423274415) 2023-09-08T05:02Z [----] followers, [----] engagements "Greece credit rating raised investment grade for the first time since debt crisis uplifted from 'junk' status. In the 2nd quarter of [----] Greece had the second fastest GDP growth in the EU. $EPSIL $NRST https://www.ft.com/content/fc17f901-e219-4656-bb76-f088c84de3e7 https://www.ft.com/content/fc17f901-e219-4656-bb76-f088c84de3e7" [X Link](https://x.com/mavix_leon/status/1700412599521681632) 2023-09-09T07:35Z [----] followers, [----] engagements "Neurosoft $NRST H1 '23 results: Revenues +27% *FSO +24.3% *Cyber Security +25.4% *Infrastructure & Cloud +34% EBITDA +2.3% EBIT +0% Net Profit -3.8% Dependency of revenues with OPAP reduced to 45.7% (vs. 52%)" [X Link](https://x.com/mavix_leon/status/1703838678374547910) 2023-09-18T18:29Z [----] followers, [----] engagements "#4 of [--] stocks in [--] days: RVRC Holding $RVRC Country: Sweden Market Cap: SEK [---] billion (USD [---] million) RVRC Holding provides active lifestyle & outdoor clothing under the brand RevolutionRace. The founders have managed to make their brand well known with viral videos on social media. Today RevolutionRace is established in over [--] countries and they sold over [--] million pants worldwide. RVRC only sells its products online cutting out agents and retailers. A faster slimmer process without middlemen means that they can offer high-quality clothes with a reasonable price tag. In the last" [X Link](https://x.com/mavix_leon/status/1745039511480828147) 2024-01-10T11:06Z [----] followers, [----] engagements "#19 of [--] stocks in [--] days: Norbit $NORBT Country: Norway Market Cap: NOK [---] billion (USD [---] million) NORBIT is a global provider of tailored technology to selected applications. They are structured in three business segments to address their key markets: Oceans Connectivity and Product Innovation & Realization (PIR). The Oceans segment delivers tailored technology solutions to global maritime markets. The Connectivity segment provides tailored wireless solutions for identification monitoring and tracking. The PIR segment offers R&D services and products and contract manufacturing to key" [X Link](https://x.com/mavix_leon/status/1750469178765516837) 2024-01-25T10:42Z [----] followers, [----] engagements "Portfolio end of January '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp. $IDT Lindbergh SpA $LDB.MI Gaming Innovation Group $GIG Centrotec $CEV.HM Kaspi $KSPI Secunet Security Networks $YSN Leatt $LEAT Transense Technologies $TRT.L Amazon $AMZN Neurosoft $NRST B3 Consulting Group $B3.ST Frequentis $FQT YOC $YOC New - Sold $SMSMED Portfolio end of December '23: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO Centrotec $CEV.HM IDT Corp $IDT Lindbergh $LDB.MI Gaming Innovation Group $GIG Kaspi $KSPI Leatt $LEAT" [X Link](https://x.com/mavix_leon/status/1752720294257569967) 2024-01-31T15:47Z [----] followers, 32.2K engagements "Epsilon Net $EPSIL has won [--] awards at the Accounting Awards [----] which confirm the excellent quality of the Groups products and services. Epsilon has won in the following categories: Informatics & New Technology Consultant of the Year Invoicing Software HRM & Payroll Software Reporting & Data Analytics Financial Information using IT and new Technologies Digital Transformation https://twitter.com/i/web/status/1753320769889915308 https://twitter.com/i/web/status/1753320769889915308" [X Link](https://x.com/mavix_leon/status/1753320769889915308) 2024-02-02T07:33Z [----] followers, [----] engagements "#3 Secp SpA $IOT https://x.com/mavix_leon/status/1744677250019033209s=20 #3 of [--] stocks in [--] days: Seco SpA $IOT Country: Italy Market Cap: EUR [---] million (USD [---] million) For over [--] years Seco designs and manufactures embedded-micro computers integrated systems and custom hard- & software for IoT solutions. In [----] they launched CLEA a https://t.co/ntrxiGr5sA https://x.com/mavix_leon/status/1744677250019033209s=20 #3 of [--] stocks in [--] days: Seco SpA $IOT Country: Italy Market Cap: EUR [---] million (USD [---] million) For over [--] years Seco designs and manufactures embedded-micro computers" [X Link](https://x.com/mavix_leon/status/1754876728898380130) 2024-02-06T14:36Z [----] followers, [----] engagements "#4 RVRC Holding $RVRC https://x.com/mavix_leon/status/1745039511480828147s=20 #4 of [--] stocks in [--] days: RVRC Holding $RVRC Country: Sweden Market Cap: SEK [---] billion (USD [---] million) RVRC Holding provides active lifestyle & outdoor clothing under the brand RevolutionRace. The founders have managed to make their brand well known with viral videos https://t.co/sZ7ZThDzrv https://x.com/mavix_leon/status/1745039511480828147s=20 #4 of [--] stocks in [--] days: RVRC Holding $RVRC Country: Sweden Market Cap: SEK [---] billion (USD [---] million) RVRC Holding provides active lifestyle & outdoor clothing" [X Link](https://x.com/mavix_leon/status/1754876731226300551) 2024-02-06T14:36Z [----] followers, [----] engagements "Portfolio end of February '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp $IDT Gaming Innovation Group $GIG Lindbergh $LDB.MI Centrotec $CEV.HM Kaspi $KSPI Amazon $AMZN Transense Technologies $TRT.L Secunet Security Networks $YSN Leatt $LEAT Civitanavi Systems $CNS.MI B3 Consulting Group $B3.ST Frequentis $FQT Neurosoft $NRST YOC $YOC New $CNS Sold - Portfolio end of January '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp. $IDT Lindbergh SpA $LDB.MI Gaming Innovation Group $GIG Centrotec $CEV.HM Kaspi" [X Link](https://x.com/mavix_leon/status/1763555515345346630) 2024-03-01T13:22Z [----] followers, 30K engagements "Epsilon Net $EPSIL has completed the certification process of the "Epsilon All on One" service by Greek IAPR. Epsilon "All on One" offers: ability to issue retail receipts directly from its POS without tax mechanism and with certified comptaibility issuance of wholesale invoiced to businesses issuance of service invoices issuance & transmission of invoices to the State https://twitter.com/i/web/status/1764977821728878839 https://twitter.com/i/web/status/1764977821728878839" [X Link](https://x.com/mavix_leon/status/1764977821728878839) 2024-03-05T11:34Z [----] followers, [----] engagements "Epsilon Net $EPSIL FY [----] results: Revenue +24% (60% of it organic) Earnings after taxes +59% Adj. EBITDA +24% Adj. EBITDA-Margin of 33% "Group estimates that the investments of Greek companies in the field of digital transformation will continue due to the provision of incentives through the financial programs of the RECOVERY FUND and the new NSRF 2021-2027. https://twitter.com/i/web/status/1770710832181137899 https://twitter.com/i/web/status/1770710832181137899" [X Link](https://x.com/mavix_leon/status/1770710832181137899) 2024-03-21T07:15Z [----] followers, [----] engagements "Portfolio Update March '24 (full update incl. comments in bio) stocks Shelly Group $SLYG Epsilon Net $EPSIL IDT Corp. $IDT Gaming Innovation Group $GIG Lindbergh $LDB.MI Centrotec $CEV.HM Evolution $EVO Amazon $AMZN Secunet Security Networks $YSN Leatt $LEAT Civitanavi Systems $CNS.MI Transense Technologies $TRT.L Frequentis $FQT Kaspi $KSPI B3 Consulting $B3.ST Neurosoft $NRST YOC $YOC Portfolio end of February '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp $IDT Gaming Innovation Group $GIG Lindbergh $LDB.MI Centrotec $CEV.HM Kaspi $KSPI Amazon" [X Link](https://x.com/mavix_leon/status/1774058022785999053) 2024-03-30T12:56Z [----] followers, 41.1K engagements "In [----] we will finally see the first results of the collaboration beteten NBG and Epsilon Net ๐๐ป $EPSIL 2024& [----] will be years of $Epsil strong press release today from NBG https://t.co/JTHEIPkFUX 2024& [----] will be years of $Epsil strong press release today from NBG https://t.co/JTHEIPkFUX" [X Link](https://x.com/mavix_leon/status/1780529551346409599) 2024-04-17T09:31Z [----] followers, [----] engagements "Growth prospects of Epsilon Net $EPSIL: E-Invoicing for public sector (B2G) mandatory interconnection of POS with invoicing systems Digital Job Card Portfolio of products in cooperation with NBG (e.g. Epsilon Pay) Providing All-in-one-solution for end customer strengthening solutions in vertical markets increasing the final revenue per customer by providing new solutions & services expansion abroad All supported by governmental financial programs like the Recovery Fund the NSRFs Digital Transformation Program and the New Business support program." [X Link](https://x.com/mavix_leon/status/1781028503774703642) 2024-04-18T18:34Z [----] followers, [----] engagements "Epsilon Net $EPSIL acquires the ERP ERMIS & HR MaSter applications of Lavisoft SA. Epsilon acquires ERP ERMIS for EUR [-------] & HR MaSter for EUR 800.000" [X Link](https://x.com/mavix_leon/status/1783033808368861625) 2024-04-24T07:22Z [----] followers, [----] engagements "Epsilon Net $EPSIL is halted as there are rumours that Atlantic Capital is in negotiations to acquire Epsilon. According to the same information the transfer of the main shareholder's percentage will be followed by a public proposal from the fund Atlantic Capital" and "the price could not be confirmed with the information stating that it is set at levels exceeding [--] per share" This price would be a joke https://twitter.com/i/web/status/1783462084308537638 https://twitter.com/i/web/status/1783462084308537638" [X Link](https://x.com/mavix_leon/status/1783462084308537638) 2024-04-25T11:44Z [----] followers, [----] engagements "The Annual Analyst Briefing of Epsilon Net $EPSIL which should have been this evening has been postponed due to the recent developments and upcoming announcements ๐คทโ" [X Link](https://x.com/mavix_leon/status/1783522964803109314) 2024-04-25T15:46Z [----] followers, [----] engagements "Lets all vote against this cheapy bid and see what the power of #fintwit can do $EPSIL" [X Link](https://x.com/mavix_leon/status/1783806814846411069) 2024-04-26T10:34Z [----] followers, [----] engagements "Portfolio Update April '24 (full update incl. comments in bio) stocks Shelly Group $SLYG Epsilon Net $EPSIL Lindbergh SpA $LDB.MI IDT $IDT Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO Amazon $AMZN Secunet Security $YSN Civitanavi Systems $CNS.MI Leatt $LEAT Transense Technologies $TRT.L Frequentis $FQT Neurosoft $NRST.MI YOC $YOC New: - Sold: $KSPI $B3.ST Portfolio Update March '24 (full update incl. comments in bio) stocks Shelly Group $SLYG Epsilon Net $EPSIL IDT Corp. $IDT Gaming Innovation Group $GIG Lindbergh $LDB.MI Centrotec $CEV.HM Evolution $EVO Amazon $AMZN Secunet" [X Link](https://x.com/mavix_leon/status/1785582611756192031) 2024-05-01T08:10Z [----] followers, 41.9K engagements "Epsilon Net $EPSIL Q1 '24 results: Revenue +33.38 % EBT +42.86 % net cash of EUR [-----] million "A plan of actions is in progress to enhance the level of organization and operation of the Group aiming to upgrade its efficiency as well as implementing significant new investments in the areas of building infrastructure Security Fintech Business Software & AI in order to ensure its leading position for the next five years." https://twitter.com/i/web/status/1795345429556596788 https://twitter.com/i/web/status/1795345429556596788" [X Link](https://x.com/mavix_leon/status/1795345429556596788) 2024-05-28T06:44Z [----] followers, [----] engagements "Portfolio end of May '24 stocks Shelly Group $SLYG Epsilon Net $EPSIL Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO IDT $IDT Transense Technologies $TRT.L Lindbergh $LDB.MI Leatt $LEAT Amazon $AMZN Civitanavi Systems $CNS.MI Secunet Security Networks $YSN Toyokumo $4058 Frequentis $FQT Neurosoft $NRST.MI New Toyokumo $4058 Sold YOC $YOC Portfolio Update April '24 (full update incl. comments in bio) stocks Shelly Group $SLYG Epsilon Net $EPSIL Lindbergh SpA $LDB.MI IDT $IDT Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO Amazon $AMZN Secunet Security $YSN" [X Link](https://x.com/mavix_leon/status/1796922531451994540) 2024-06-01T15:11Z [----] followers, 35.8K engagements "Portfolio end of June '24 stocks Shelly Group $SLYG Epsilon Net $EPSIL Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO Lindbergh $LDB.MI IDT $IDT Transense Technologies $TRT.L Amazon $AMZN Toyokumo $4058 Civitanavi Systems $CNS.MI Leatt $LEAT Frequentis $FQT Secunet Security Networks $YSN Neurosoft $NRST.MI New - Sold - Portfolio end of May '24 stocks Shelly Group $SLYG Epsilon Net $EPSIL Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO IDT $IDT Transense Technologies $TRT.L Lindbergh $LDB.MI Leatt $LEAT Amazon $AMZN Civitanavi Systems $CNS.MI Secunet Security" [X Link](https://x.com/mavix_leon/status/1807087539901132811) 2024-06-29T16:23Z [----] followers, [----] engagements "Evolution $EVO Q2 '24 results: Revenue +15.3% *Live Casino +18% *RNG +1.4% EBITDA +10.9% EBITDA-Margin of 68% (vs. 70.7%) EPS +3.2% New share buyback program Entered into an agreement to acquire Galaxy Gaming" [X Link](https://x.com/mavix_leon/status/1814183563669176524) 2024-07-19T06:20Z [----] followers, 18.1K engagements "Portfolio end of July '24 stocks Epsilon Net $EPSIL Shelly Group $SLYG Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO Transense Technologies $TRT.L IDT $IDT Lindbergh $LDB.MI Amazon $AMZN Leatt $LEAT Toyokumo $4058 Secunet Security Networks $YSN Frequentis $FQT New - Sold $CNS.MI $NRST.MI Portfolio end of May '24 stocks Shelly Group $SLYG Epsilon Net $EPSIL Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO IDT $IDT Transense Technologies $TRT.L Lindbergh $LDB.MI Leatt $LEAT Amazon $AMZN Civitanavi Systems $CNS.MI Secunet Security Networks $YSN" [X Link](https://x.com/mavix_leon/status/1819061526218649942) 2024-08-01T17:23Z [----] followers, 18.1K engagements "According to this article Ginger Capital was successful & has reached the [--] % that are required for the squeeze-out process of $EPSIL. Not official yet but seems like they have won https://www.ot.gr/2024/08/02/epixeiriseis/epsilon-net-ston-dromo-eksodou-apo-to-xa-epityxis-oloklirosi-tis-dimosias-protasis/ https://www.ot.gr/2024/08/02/epixeiriseis/epsilon-net-ston-dromo-eksodou-apo-to-xa-epityxis-oloklirosi-tis-dimosias-protasis/" [X Link](https://x.com/mavix_leon/status/1819432841320513731) 2024-08-02T17:59Z [----] followers, [----] engagements "The deal is done. Unfortunately Ginger has reached more than 95%. I would have loved to participate longer from the development of $EPSIL. Nevertheless it was a great ride from EUR [----] to EUR [--]. Epsilon was one of my best investments so far. Thanks to @SharogradskyM who found this gem ๐๐ป On to the next one https://twitter.com/i/web/status/1820421453864481033 https://twitter.com/i/web/status/1820421453864481033" [X Link](https://x.com/mavix_leon/status/1820421453864481033) 2024-08-05T11:27Z [----] followers, [----] engagements "I just published my Portfolio Update for August [----] (link in bio). It includes: My current Portfolio My thoughts about the end of my $EPSIL nvestment Earnings review of Toyokumo $4058 Leatt $LEAT Secunet $YSN Frequentis $FQT Shelly $SLYG & Gaming Innovation Group $GIG Recent News & Information about Lindbergh $LDB Leatt Frequentis Evolution $IDT Toyokumo Shelly & Gaming Innovation Group Due to the many companies in my Portfolio that reported this month this update became a bit longer (30 minutes reading time). Maybe I will split out the earnings reviews in seperate posts in future earnings" [X Link](https://x.com/mavix_leon/status/1829154777122373929) 2024-08-29T13:50Z [----] followers, [----] engagements "@joinyellowbrick @david_katunaric I made a write-up about Epsilon Net in [----] but I wasnt the first one ;) Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market [--] % owned by Founder & CEO [---] % growth in Q1 low valuation & profitable Thread https://t.co/u8N61fmXmT Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market [--] % owned by Founder & CEO 110" [X Link](https://x.com/mavix_leon/status/1831926407251063016) 2024-09-06T05:24Z [----] followers, [---] engagements "My Team #Europoor Shelly Group $SLYG Arcure $ALCUR Powersoft $PWS Secunet Security $YSN Frequentis $FQT Lindbergh $LDB Transense Technologie $TRT.L What are your favorite picks to quickly become poor with european stocks" [X Link](https://x.com/mavix_leon/status/1862497856411566337) 2024-11-29T14:04Z [----] followers, 19.3K engagements "I just released a new Portfolio Update for January '25: My current portfolio & position sizes Earnings review of $EVO $EVVTY $YSN & $ALCUR Recent news about $LDB.MI $EVO $SLYG $LEAT $IDT $FQT $4058 $GIG New write-up about a new position I started in December will be release next week https://twitter.com/i/web/status/1885327729152975336 https://twitter.com/i/web/status/1885327729152975336" [X Link](https://x.com/mavix_leon/status/1885327729152975336) 2025-01-31T14:02Z [----] followers, [----] engagements "Share repurchases of up to EUR [---] million can now start ๐ธ $EVO $EVVTY" [X Link](https://x.com/mavix_leon/status/1888968337805197707) 2025-02-10T15:08Z [----] followers, [----] engagements "Portfolio end of February '25: *stocks* Shelly Group $SLYG Centrotec $CEV.HM Secunet Security Networks $YSN Evolution $EVO IDT Corp $IDT ErreDue SpA $RDUE Toyokumo $4058 Gentoo Media $G2M Lindbergh SpA $LDB.MI Powersoft SpA $PWS.MI Transense Technologies $TRT.L Frequentis $FQT Leatt $LEAT Arcure SA $ALCUR GiG Software $GIG New - Sold Amazon $AMZN Portfolio end of January '25: *stocks* Shelly Group $SLYG Centrotec $CEV.HM Secunet Security Networks $YSN IDT Corp. $IDT Gentoo Media $G2M Amazon $AMZN Evolution $EVO -undisclosed- Toyokumo $4058 Lindbergh $LDB.MI Transense Technologies $TRT.L Leatt" [X Link](https://x.com/mavix_leon/status/1896518864529207563) 2025-03-03T11:11Z [----] followers, 20.7K engagements "A new powered by Shelly $SLYG device has been released: The FrankEver sprinkler controller is a 6-zone Wi-Fi enabled Smart Sprinkler Controller that offers precise control over your irrigation system using advanced schedules and weather APIs utilizing Shellys cloud-based and local capabilities. https://twitter.com/i/web/status/1938851245348773920 https://twitter.com/i/web/status/1938851245348773920" [X Link](https://x.com/mavix_leon/status/1938851245348773920) 2025-06-28T06:45Z [----] followers, [----] engagements "I just published my Portfolio Update for June [----]. It includes: My current portfolio and position sizes Reasons why I sold IDT Corp. $IDT & GiG Software $GIG Quarterly results of IDT Recent News & Information about $SLYG $FQT $ALCUR $LEAT $4058 $IDT $ELABS & $RDUE You can find it in the Portfolio section of the blog :) https://twitter.com/i/web/status/1940050957238190179 https://twitter.com/i/web/status/1940050957238190179" [X Link](https://x.com/mavix_leon/status/1940050957238190179) 2025-07-01T14:12Z [----] followers, [----] engagements "The powered by Shelly line continues expanding. This time with EV charging powered by Shelly $SLYG: seamless integration in your smart home with the Shelly API no more overloads wireless load balancing charge smarter: optimize costs with your solar PV system Tariff-aware charging: power up when electricity is cheapest https://twitter.com/i/web/status/1940074535270670496 https://twitter.com/i/web/status/1940074535270670496" [X Link](https://x.com/mavix_leon/status/1940074535270670496) 2025-07-01T15:46Z [----] followers, [----] engagements "Portfolio end of June '25: Sold: IDT $IDT GiG Software $GIG Shelly Group $SLYG Secunet Security Networks $YSN Centrotec $CEV.HM Frequentis $FQT Lindbergh $LDB.MI Evolution $EVO Toyokumo $4058 ErreDue $RDUE Transense Technologies $TRT.L Leatt $LEAT Elliptic Laboratories $ELABS (prev. undisclosed) Gentoo Media $G2M Arcure $ALCUR Portfolio end of May '25: Shelly Group $SLYG Centrotec $CEV.HM Frequentis $FQT Secunet Security Networks $YSN Toyokumo $4058 Evolution $EVO Lindbergh $LDB.MI ErreDue $RDUE Transense Technologies $TRT.L Leatt $LEAT Arcure $ALCUR -undisclosed- IDT $IDT Gentoo Media $G2M" [X Link](https://x.com/mavix_leon/status/1940365017846518176) 2025-07-02T11:00Z [----] followers, 16.3K engagements "$SLYG #LOQED Touch Smart Lock is back and better than ever Now available in Silver (Stainless Steel) with: โจ Improved display ๐คซ Quieter performance ๐ก Enhanced durability Learn more: https://t.co/mPODYgdUe1 The Black version will be available soon #SmartLock #HomeSecurity https://t.co/8SXupjGDNs #LOQED Touch Smart Lock is back and better than ever Now available in Silver (Stainless Steel) with: โจ Improved display ๐คซ Quieter performance ๐ก Enhanced durability Learn more: https://t.co/mPODYgdUe1 The Black version will be available soon #SmartLock #HomeSecurity https://t.co/8SXupjGDNs" [X Link](https://x.com/mavix_leon/status/1940411740518486472) 2025-07-02T14:06Z [----] followers, [----] engagements "Shelly Group $SLYG has introduced its first co-branded products in cooperation with global energy and solar technology company EcoFlow. The two devices the Shelly Plug S Gen3 (plug-and-play smart outlet) as an entry-level model and the Shelly Pro 3EM a professional-grade energy meter carry both company logos and are fully integrated into EcoFlows software platforms in addition to the Shelly app. https://twitter.com/i/web/status/1948644107867345375 https://twitter.com/i/web/status/1948644107867345375" [X Link](https://x.com/mavix_leon/status/1948644107867345375) 2025-07-25T07:18Z [----] followers, [----] engagements "Portfolio end of July '25: Shelly Group $SLYG Centrotec $CEV.HM Frequentis $FQT Secunet Security Networks $YSN Evolution $EVO Lindbergh $LDB.MI Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Elliptic Laboratories $ELABS Gentoo Media $G2M Arcure $ALCUR Portfolio end of June '25: Sold: IDT $IDT GiG Software $GIG Shelly Group $SLYG Secunet Security Networks $YSN Centrotec $CEV.HM Frequentis $FQT Lindbergh $LDB.MI Evolution $EVO Toyokumo $4058 ErreDue $RDUE Transense Technologies $TRT.L Leatt $LEAT Elliptic Laboratories Portfolio end of June '25: Sold: IDT $IDT GiG Software $GIG Shelly" [X Link](https://x.com/mavix_leon/status/1953429045237965305) 2025-08-07T12:12Z [----] followers, 20.9K engagements "Shelly Group $SLYG H1 [----] results: Revenue +29.3% *DACH region +20.5% *Rest of Europe +31.6% *Rest of World +83.7% EBIT +12.2% EBIT margin of 22.6% (vs. 26%) *adj. for FX effects: 25.4% Net result +10.1% Cloud user +21% โ Guidance confirmed" [X Link](https://x.com/mavix_leon/status/1956249873243591034) 2025-08-15T07:01Z [----] followers, 14K engagements "I just published my Earnings Update about the H1 [----] results of Shelly Group $SLYG You can find it in the Portfolio Section of the blog :)" [X Link](https://x.com/mavix_leon/status/1957040348754313321) 2025-08-17T11:22Z [----] followers, [----] engagements "UK expansion continues $SLYG ๐ Shelly Smart Home Devices Now Available at @Screwfix UKs trusted retailer for trade tools hardware and electrical supplies. Partnering with Screwfix is a key milestone in our UK expansion. Their trusted retail network will help bring Shellys technology to more https://t.co/t9x23FsS86 ๐ Shelly Smart Home Devices Now Available at @Screwfix UKs trusted retailer for trade tools hardware and electrical supplies. Partnering with Screwfix is a key milestone in our UK expansion. Their trusted retail network will help bring Shellys technology to more" [X Link](https://x.com/mavix_leon/status/1958439204494487723) 2025-08-21T08:01Z [----] followers, [----] engagements "Portfolio end of August '25: Shelly Group $SLYG Frequentis $FQT Secunet Security Networks $YSN Centrotec $CEV.HM Lindbergh $LDB.MI Evolution $EVO Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Toyokumo $4058 Elliptic Laboratories $ELABS -undisclosed- Arcure $ALCUR Portfolio end of July '25: Shelly Group $SLYG Centrotec $CEV.HM Frequentis $FQT Secunet Security Networks $YSN Evolution $EVO Lindbergh $LDB.MI Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Elliptic Laboratories $ELABS Gentoo Media $G2M Arcure $ALCUR https://t.co/xJ3pFvBTsd Portfolio end of July '25: Shelly Group" [X Link](https://x.com/mavix_leon/status/1962093334169526354) 2025-08-31T10:01Z [----] followers, 20.1K engagements "International expansion continues $SLYG ๐ Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board ๐ #HelloBenelux #LocalExpansion https://t.co/lzLwS9tUgs ๐ Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board ๐ #HelloBenelux #LocalExpansion" [X Link](https://x.com/mavix_leon/status/1963846501064479162) 2025-09-05T06:07Z [----] followers, [----] engagements "Sneak Preview on some of the new devices that Shelly $SLYG will present later today as well as on IFA this weekend at the @shelly_IoT booth. Among others: New Wall Display Power Strip Presence Sensor Gen4 Flood Sensor Gen4 New Plugs New BLU devices New Wave devices New Pro Series devices https://twitter.com/i/web/status/1963852071892836704 https://twitter.com/i/web/status/1963852071892836704" [X Link](https://x.com/mavix_leon/status/1963852071892836704) 2025-09-05T06:29Z [----] followers, [----] engagements "On Friday the Shelly $SLYG team presented several new products. Below you can find a summary of the most interesting aspects of the products @shelly_IoT : Shelly Wall Display XL - 10.1" responsive HD color touchscreen display - Ultra-fast quad-core CPU for instant response - Wall-mount design compatible with EU standard switch boxes - Integrated dual 2W high-quality stereo speakers - [--] customizable buttons for quick actions & scenes - Built-in proximity & brightness (lux) sensors - Fully customizable screen interface for device management -Integrated media player & internet radio support" [X Link](https://x.com/mavix_leon/status/1964673416763486637) 2025-09-07T12:53Z [----] followers, [----] engagements "Shelly Group $SLYG is expanding its Pro product portfolio and showcased its new Smart Miniature Circuit Breaker (MCB) product line at the Internationale Funkausstellung (IFA) in Berlin. With this innovation Shelly Group is accelerating its entry into the professional building and energy management market while reinforcing its position as a technology leader. Mass production is scheduled to begin immediately after certification is completed. Market launch is planned for early [----]. https://twitter.com/i/web/status/1966088874930712723 https://twitter.com/i/web/status/1966088874930712723" [X Link](https://x.com/mavix_leon/status/1966088874930712723) 2025-09-11T10:38Z [----] followers, [----] engagements "Shelly Group $SLYG is accelerating its geographic expansion by establishing a regional sales team for the Benelux region. Twan Huisman a renowned industry expert with extensive international sales expertise has been appointed Region Manager Benelux" [X Link](https://x.com/mavix_leon/status/1972924147845275732) 2025-09-30T07:19Z [----] followers, [----] engagements "Portfolio end of September '25: Shelly Group $SLYG Frequentis $FQT Lindbergh $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Toyokumo $4058 Arcure $ALCUR -undisclosed- -undisclosed- Elliptic Laboratories $ELABS Portfolio end of August '25: Shelly Group $SLYG Frequentis $FQT Secunet Security Networks $YSN Centrotec $CEV.HM Lindbergh $LDB.MI Evolution $EVO Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Toyokumo $4058 Elliptic Laboratories $ELABS -undisclosed- Arcure $ALCUR https://t.co/g5uoj3JKpW Portfolio" [X Link](https://x.com/mavix_leon/status/1973284146135843280) 2025-10-01T07:09Z [----] followers, 20.4K engagements "Shelly Group $SLYG expands faster in South America - rgn tht rdng t hll mngr rvng t b vn mr dnm thn Nrth mr. From Bulgaria to the world. ๐ Shelly Group is expanding market by market with smart home & energy solutions built in Bulgaria. In this interview Mircho Mirev explains why South America is a priority how we cut energy costs and whats next. ๐ https://t.co/fflCRIYxhK From Bulgaria to the world. ๐ Shelly Group is expanding market by market with smart home & energy solutions built in Bulgaria. In this interview Mircho Mirev explains why South America is a priority how we cut energy costs" [X Link](https://x.com/mavix_leon/status/1973645746261106996) 2025-10-02T07:06Z [----] followers, [----] engagements "$SLYG Shelly Group & NewZone #partnership stregthens our position in Paraguay ๐ NewZone is the countrys exclusive Apple iPhone reseller. This move brings our smart home & energy solutions to homes and businesses across the region. https://t.co/O1RzGmoaua Shelly Group & NewZone #partnership stregthens our position in Paraguay ๐ NewZone is the countrys exclusive Apple iPhone reseller. This move brings our smart home & energy solutions to homes and businesses across the region. https://t.co/O1RzGmoaua" [X Link](https://x.com/mavix_leon/status/1974093179986366621) 2025-10-03T12:44Z [----] followers, [----] engagements "$SLYG Shelly Benelux says "Hallo" ๐ Weve opened the office and launched operations across the Netherlands Belgium and Luxembourg. From smart homes to smart energy our local team will work closely with partners installers and innovators to grow Shelly in the region. ๐ https://t.co/iNWQlWfoSP Shelly Benelux says "Hallo" ๐ Weve opened the office and launched operations across the Netherlands Belgium and Luxembourg. From smart homes to smart energy our local team will work closely with partners installers and innovators to grow Shelly in the region. ๐ https://t.co/iNWQlWfoSP" [X Link](https://x.com/mavix_leon/status/1980168489584484543) 2025-10-20T07:05Z [----] followers, [----] engagements "@Mufasa_Capital I see a lot of pessimistic tweets which is different compared to the past quarters where nearly everyone was still optimistic. But thats just my subjective impression and is maybe related to the people that I follow ๐คทโ" [X Link](https://x.com/mavix_leon/status/1981700639517548955) 2025-10-24T12:33Z [----] followers, [---] engagements "Shelly Group $SLYG 9M '25 results: Revenues +33.8% *DACH region +38.8% * Rest of Europe +15.6% *Rest of World +103.4% EBIT +44.7% EBIT margin of 25.3% (vs. 23.3%) Net result +34.5% Strong FCF of EUR 3.8m due to optimized WC management Q3 revenues +42.1% EBIT more than doubled and margin of 29.5% โ Guidance confirmed https://twitter.com/i/web/status/1988682027797737840 https://twitter.com/i/web/status/1988682027797737840" [X Link](https://x.com/mavix_leon/status/1988682027797737840) 2025-11-12T18:55Z [----] followers, 14.1K engagements "I just published my Earnings Update about Shellys Q3 [----] results $SLYG. I share my thoughts about the results and why I was surprised by them. In addition I have a look at the comments during the call and what I expect for Q4 and 2026" [X Link](https://x.com/mavix_leon/status/1990831801917432281) 2025-11-18T17:17Z [----] followers, [----] engagements "Evolution $EVO and Galaxy Gaming $GLXZ are extending the merger agreement through July [--] [----]. Regulatory approvals are anticipated in Q1 2026" [X Link](https://x.com/mavix_leon/status/1993305114887831636) 2025-11-25T13:05Z [----] followers, [----] engagements "I just published my Portfolio Update for November [----]. It includes: My current portfolio & position sizes Reasoning why I sold $ELABS Earnings Updates about $YSN $LEAT $4058 $SLYG $ELABS and an undiscloses one Recent News & Information about $LDB.MI $TRT.L $ELABS $4058 $FQT You can find it in the "Portfolio" section of the blog :)" [X Link](https://x.com/mavix_leon/status/1994736831477260686) 2025-11-29T11:54Z [----] followers, [----] engagements "$SLYG Were excited to announce a new strategic partnership between Shelly Group and Zekeng AD one of Bulgarias leading hardware engineering teams.๐ Zekeng AD becomes a long-term partner to Shelly Group contributing to the development of future smart devices. Big things ahead ๐คซ https://t.co/mREkl2N3fo Were excited to announce a new strategic partnership between Shelly Group and Zekeng AD one of Bulgarias leading hardware engineering teams.๐ Zekeng AD becomes a long-term partner to Shelly Group contributing to the development of future smart devices. Big things ahead ๐คซ" [X Link](https://x.com/mavix_leon/status/1995424125536677981) 2025-12-01T09:25Z [----] followers, [----] engagements "Shelly Group $SLYG Black Friday revenues increased by 50% yoy to EUR [--] million. The Companys own web shop saw demand triple more than offsetting temporarily lower purchasing volumes from a single marketplace partner. The regional localizations for Italy and the United Kingdom showed particularly positive effects. https://twitter.com/i/web/status/1996262982184288680 https://twitter.com/i/web/status/1996262982184288680" [X Link](https://x.com/mavix_leon/status/1996262982184288680) 2025-12-03T16:59Z [----] followers, [----] engagements "$SLYG Were expanding in Argentina through a new partnership with Life2Better (L2B) โจ With strong expertise in Z-Wave and multi-protocol integrations L2B will support installers integrators and businesses in deploying reliable energy-efficient Shelly solutions across the country. https://t.co/qhElRkSmQN Were expanding in Argentina through a new partnership with Life2Better (L2B) โจ With strong expertise in Z-Wave and multi-protocol integrations L2B will support installers integrators and businesses in deploying reliable energy-efficient Shelly solutions across the country." [X Link](https://x.com/mavix_leon/status/1996873190447227112) 2025-12-05T09:24Z [----] followers, [----] engagements "Secunet Security Networks $YSN & CGI has been commissioned by the NATO to implement the Hermes project. Hermes will create a highly secure and scalable IT solution for NATO commanders and selected target groups enabling mobile communication on specially protected devices. secunet is responsible for the specialized hardware and encryption components. The solution is designed to be easily and quickly expanded to include additional user groups and security domains in the future" [X Link](https://x.com/mavix_leon/status/1999005266625376709) 2025-12-11T06:36Z [----] followers, [----] engagements "ErreDue $RDUE announced that it has signed an agreement with Pacella Luxury Real Estate Srl for the supply of a [--] MW green hydrogen production plant. The contract is worth a total of approximately EUR1.5 million and involves a turnkey plant designed to operate with energy produced by a [--] MW photovoltaic plant integrated with a [--] MW BESS storage system https://twitter.com/i/web/status/2001223601769304237 https://twitter.com/i/web/status/2001223601769304237" [X Link](https://x.com/mavix_leon/status/2001223601769304237) 2025-12-17T09:31Z [----] followers, [----] engagements "Portfolio Performance [----] TTWROR: +38.9% IRR: +42% Winner: ๐ฅFrequentis $FQT +195% ๐ฅLindbergh $LDB.MI +118% ๐ฅGiG Software $GIG +68% (sold) Loser: ๐ฅGentoo Media $G2M -48% (sold) ๐ฅTransense Technologies $TRT.L -23% ๐ฅElliptic Laboratories $ELABS -17% You can find a longer reflection on my performance and investment year on the blog ๐๐ป Portfolio Performance [----] (TTWROR) ๐ Stocks Portfolio +23 % ๐ฒ Crypto Portfolio +70 % Winner (stocks) ๐ฅTransense Technologies $TRT.L +73% ๐ฅLindbergh SpA $LDB.MI +59 % ๐ฅAmazon $AMZN +53 % Loser (stocks) ๐ฅB3 Consulting $B3.ST -43% (sold) ๐ฅEvolution" [X Link](https://x.com/mavix_leon/status/2008183005643173913) 2026-01-05T14:25Z [----] followers, [----] engagements "Shelly Group $SLYG announces the change of its CFO aligning its finance organization with the next growth phase focusing on further international scaling enhanced financial steering capabilities and active cash flow and working capital management. The previous CFO Svetozar Illiev who has played a key role in the Companys success for [--] years since its early growth stage and is stepping down from his position for personal reasons. He will be succeded by Iliyana Krushkova. She brings more than 15years of experience in financial management strategic corporate steering as well as M&A and" [X Link](https://x.com/mavix_leon/status/2009303496709857711) 2026-01-08T16:37Z [----] followers, [----] engagements "Shelly Group $SLYG announces preliminary sales revenues for FY [----] of EUR [-----] million (+40% yoy) which is in the middle of the guidance of EUR 145-155 million. EBIT guidance for [----] and revenue target for [----] of EUR [---] million are confirmed" [X Link](https://x.com/mavix_leon/status/2011126840690180390) 2026-01-13T17:22Z [----] followers, [----] engagements "Toyokumo $4058 Monthly Sales Report for December 2025: Monthly sales +44.9% Cumulative sales +54.5%" [X Link](https://x.com/mavix_leon/status/2011690583321125162) 2026-01-15T06:43Z [----] followers, [----] engagements "Toyokumo's $4058 kintone integration services surpasses [-----] contracts. This has led to the company's value not only being recognized for its ability to digitize analogue operations but also as a "high-quality data accumulation platform" for future use of AI" [X Link](https://x.com/mavix_leon/status/2013122129319891038) 2026-01-19T05:31Z [----] followers, [----] engagements "ErreDue $RDUE has announced the conclusion of a contract worth approximately [--] million for the supply of two [----] MW PEM electrolysis systems for delivery in H1 [----]. A distinctive aspect of the Erre Due solution is energy efficiency combined with significant operational flexibility as the electrolyzers can vary production from 10% to 100% of power to adapt to the intermittency of solar power. https://twitter.com/i/web/status/2016054208408047671 https://twitter.com/i/web/status/2016054208408047671" [X Link](https://x.com/mavix_leon/status/2016054208408047671) 2026-01-27T07:42Z [----] followers, [----] engagements "Transense Technologies $TRT.L today published a Trading Update for H1 [----] and Outlook for the Full-Year: โ Revised Guidance as the pace of growth is below market expectations FY [--] revenues are now expected to be not less than 5.2m (prev. 65m) and PBT is now expected at 0.2m (prev. 1.3m) Revenues of the two operating businesses are expected to grow by 30% but iTrack royalties are now expected 10% lower Onboarding of new SAWsense customers is talking longer than expected but revenues grew by 70% in H1 Translogik revenues increased by 13% in H1 and further increase is expected Presentation of" [X Link](https://x.com/mavix_leon/status/2017210900873130284) 2026-01-30T12:18Z [----] followers, [----] engagements "RT @mavix_leon: Portfolio end of January '26: Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Ev" [X Link](https://x.com/anyuser/status/2018341150344495538) 2026-02-02T15:10Z [----] followers, [--] engagements "@Mark_M_Holmgren From my experience it seems like a bad UI is a must have feature for software used in public authorities ๐๐ " [X Link](https://x.com/mavix_leon/status/2018424301481853078) 2026-02-02T20:40Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mavix_leon mavixmavix posts on X about $slyg, $evo, $epsil, $ysn the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 27.88% stocks 25.96% currencies 14.42% countries 12.5% technology brands 11.54% cryptocurrencies 1.92% exchanges 0.96% products 0.96%
Social topic influence $slyg #1, $evo #10, $epsil 25%, $ysn #1, $fqt #1, end of 20.19%, $leat #1, $trtl #1, $ldbmi #1, $cevhm #1
Top accounts mentioned or mentioned by @shellyiot @tomgardnerfool @microcapclub @fredmcfeely @passussa @shotchange @sharogradskym @joinyellowbrick @davidkatunaric @screwfix @mufasacapital @mavixleon @markmholmgren @alvarofaraco @valuehunte
Top assets mentioned Evotec SE (EVO) Amazon.com, Inc. (AMZN) Kaspi.kz Joint Stock Company (KSPI) Fenerbahรงe Token (FB) Booking Holdings Inc (BKNG) Unity Software Inc. (U) NVIDIA Corp. (NVDA) Nutanix, Inc. Class A Common Stock (NTNX) NeoGames S.A. (NGMS) Alibaba Group (BABA) Sea Limited (SE) Alphabet Inc Class A (GOOGL) Etsy Inc (ETSY)
Top posts by engagements in the last [--] hours
"I just pulished an Earnings Update about the Q3 [----] results of Ellipitc Laboratories $ELABS. I have a look at the Earnings and share my thoughts about the ongoing investment thesis after these results and especially the management change"
X Link 2025-11-23T11:34Z [----] followers, [----] engagements
"Portfolio end of November '25: Sold: Elliptic Laboratories $ELABS Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT Frequentis $FQT Toyokumo $4058 Transense Technologies $TRT.L -undisclosed- ErreDue SpA $RDUE -undisclosed- Arcure SA $ALCUR Portfolio end of October '25: Shelly Group $SLYG Secunet Security Networks $YSN Lindbergh SpA $LDB.MI Centrotec $CEV.HM Leatt $LEAT Evolution $EVO Frequentis $FQT Toyokumo $4058 Transense Technologies $TRT.L ErreDue SpA $RDUE -undisclosed- -undisclosed- Elliptic Laboratories"
X Link 2025-11-30T14:00Z [----] followers, 17.2K engagements
"Leatt $LEAT gave a first look on its new [----] ADV range. It includes: ADV MultiTour [---] jackets ADV ThermaFlow jackets ADV DriTour [---] riding fear ADV FlowTour [---] jacket Rally [---] HydraDri gear ADV [---] HydrDri boots ADV [----] globus Kit ADV helmets"
X Link 2026-02-07T11:15Z [----] followers, [----] engagements
"Shelly $SLYG devices became very famous in the early days among the so called "geeks" that used scripting to create extended smart home experiences. These scripting capabilities have been one of the main differentiator compared to other solutions but wasnt that easy to use for the "normal" user. Now with AI & a dedicated Shelly AI agent this feature will be much easier to be used by all users. https://twitter.com/i/web/status/2018233874585665760 https://twitter.com/i/web/status/2018233874585665760"
X Link 2026-02-02T08:03Z [----] followers, [----] engagements
"More powered by Shelly $SLYG devices: Smart Waret Valve Smart Hilux Lights"
X Link 2026-02-09T15:37Z [----] followers, [----] engagements
"Shelly Group $SLYG announces preliminary sales revenues for the [--] months of [----] of EUR [----] million (+34.5%). Full 9M results will be published on [--] November 2025"
X Link 2025-10-07T18:45Z [----] followers, [----] engagements
"Portfolio end of October '25: Shelly Group $SLYG Secunet Security Networks $YSN Lindbergh SpA $LDB.MI Centrotec $CEV.HM Leatt $LEAT Evolution $EVO Frequentis $FQT Toyokumo $4058 Transense Technologies $TRT.L ErreDue SpA $RDUE -undisclosed- -undisclosed- Elliptic Laboratories $ELABS Arcure SA $ALCUR Portfolio end of September '25: Shelly Group $SLYG Frequentis $FQT Lindbergh $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Toyokumo $4058 Arcure $ALCUR -undisclosed- -undisclosed- Elliptic https://t.co/ZjNOGWSV73"
X Link 2025-11-01T12:08Z [----] followers, 21.8K engagements
"Portfolio end of December '25: New: -undisclosed- Sold: $ALCUR Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT Frequentis $FQT Transense Technologies $TRT.L Toyokumo $4058 -undisclosed- -undisclosed- -undisclosed- ErreDue $RDUE Portfolio end of November '25: Sold: Elliptic Laboratories $ELABS Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT Frequentis $FQT Toyokumo $4058 Transense Technologies $TRT.L -undisclosed- ErreDue SpA $RDUE Portfolio end of November"
X Link 2026-01-04T12:26Z [----] followers, 10.6K engagements
"Shelly Group $SLYG is currently testing a Shelly Solar Platform. If succesful it can generate some additional recurring revenues via a subscription model"
X Link 2026-01-17T16:20Z [----] followers, [----] engagements
"Shelly Group $SLYG will soon present a new "powered by Shelly device with Cury by Shelly the worlds first smart diffuser to release fragrance or mosquito protection with automated heating-based diffusion and fine-grained intensity control"
X Link 2026-01-20T12:55Z [----] followers, [----] engagements
"Secunet Security Networks $YSN preliminary FY [----] results: Revenues of EUR 458.8m (+13%) *Public Sector of EUR 412m (+11%) *Business Sector of EUR 46m (+27%) EBITDA of EUR 74.9m (+24%) EBIT of EUR 51.7m (+22%) *Margin of 11.3% (vs. 10.5%) Order intake +26% Order backlog +36% Outlook 2026: *Revenue of EUR 460-500m *EBITDA of EUR 76-84m *EBIT of EUR 53-58m https://twitter.com/i/web/status/2016835871723397461 https://twitter.com/i/web/status/2016835871723397461"
X Link 2026-01-29T11:28Z [----] followers, [----] engagements
"I have just published a new Portfolio Update for January [----]. It includes: My current Portfolio & Position sizes Earnings Update for Secunet Security Networks $YSB & Transense Technologies $TRT.L Recent News & Information about Shelly Group $SLYG -undisclosed- Toyokumo $4058 & ErreDue $RDUE You can find it in the Portfolio section of the Blog ๐ค https://twitter.com/i/web/status/2017582787813929001 https://twitter.com/i/web/status/2017582787813929001"
X Link 2026-01-31T12:56Z [----] followers, [----] engagements
"Portfolio end of January '26: Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT Frequentis $FQT -undisclosed- -undisclosed- Toyokumo $4058 -undisclosed- ErreDue SpA $RDUE Transense Technologies $TRT.L Portfolio end of December '25: New: -undisclosed- Sold: $ALCUR Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT Frequentis $FQT Transense Technologies $TRT.L Toyokumo $4058 -undisclosed- -undisclosed- https://t.co/PRkSnMhOji Portfolio end of December '25: New:"
X Link 2026-02-01T14:15Z [----] followers, [----] engagements
"Frequentis $FQT announced preliminary figures for FY 2025: Revenues of EUR 580m (+20.8%) EBIT of EUR [--] million (+46.4%) Adj. EBIT of EUR 38.9m (+21.2%) Adj. EBIT margin of 6.7% (vs. 6.7%) Order intake of EUR 680m (+16.5%) Outlook: *Increased revenue & order intake *EBIT margin of 7% Full results will be presented on April [--]. https://twitter.com/i/web/status/2018406489535217747 https://twitter.com/i/web/status/2018406489535217747"
X Link 2026-02-02T19:29Z [----] followers, [----] engagements
"Evolution $EVO Q4 '25 results: Net revenues -3.7% (+4.9% at constantant currencies) Total operating revenues -9.5% *Live -4.5% *RNG +1.7% EBITDA -23.6% Adj. EBITDA -6.1% Adj. EBITDA margin of 66.4% (vs. 68.1) EPS -15.9% operating cashflow -11.1% Asian region again growing QoQ in Q4 but Europe with lower revenues https://twitter.com/i/web/status/2019302517734084910 https://twitter.com/i/web/status/2019302517734084910"
X Link 2026-02-05T06:50Z [----] followers, 18.7K engagements
"I just published an Earnings Update about the Q4 & FY [----] results of Evolution - A year of problems but is there light at the end of the tunnel $EVO $EVVTY You can find it in the portfolio section of the blog :)"
X Link 2026-02-06T14:12Z [----] followers, [----] engagements
"Toyokumo $4058 published its Q4 & FY '25 results: Q4: Sales +50.3% EBITDA +14.4% Operating Profit -5.1% Net income -9.6% MRR +31.9% Churn rate at 0.83% FY '25: Sales +54.5% EBITDA +57.8% Operating Profit +38.1% Net income +29% Guidance 2026: Sales +19.4% EBITDA +17.3% Operating Profit +18.1% Net income +19.8% increase dividend by 35%"
X Link 2026-02-13T06:13Z [----] followers, [----] engagements
"Toyokumo published its January '26 monthly sales report: Monthly sales +30% Cumulative sales +30%"
X Link 2026-02-13T06:15Z [----] followers, [----] engagements
"Portfolio End of September '21 (descending order) $YSN.DE $EVO $EPSIL.AT $FB $AMZN $ST5.DE $KSPI $NUMND $U $M8G $M0Y.DE $GOOGL $APM.DE $INPST $FAA.DE $BKNG $NTNX $KAMBI $TRMR $LVC $CLNK $SEYE $AGC $TCEHY $NGMS $GRVY $BABA $SE $NVDA New $TRMR Portfolio End of August '21 (descending order) $YSN.DE $EVO $FB $EPSIL $ST5.DE $AMZN $KSPI $NUMND $U $M8G $M0Y.DE $GOOGL $APM.DE $INPST $FAA.DE $NTNX $KAMBI $BKNG $NGMS $LVC $CLNK $SEYE $AGC $TCEHY $GRVY $BABA $SE $NVDA Sold $ETSY New $M8G Portfolio End of August '21 (descending order) $YSN.DE $EVO $FB $EPSIL $ST5.DE $AMZN $KSPI $NUMND $U $M8G $M0Y.DE"
X Link 2021-10-01T05:09Z [----] followers, [--] engagements
"@TomGardnerFool $EPSIL.AT https://x.com/mavix_leon/status/1415693206621204481s=21 Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market [--] % owned by Founder & CEO [---] % growth in Q1 low valuation & profitable Thread https://t.co/u8N61fmXmT https://x.com/mavix_leon/status/1415693206621204481s=21 Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market"
X Link 2021-10-19T09:04Z [----] followers, [--] engagements
"Portfolio End of October '21 (descending order) $YSN.DE $EVO $EPSIL.AT $KSPI $FB $AMZN $ST5.DE $U $NUMND $GOOG $M8G $M0Y.DE $ENTER $APM.DE $BKNG $KAMBI $FAA.DE $INPST $LVC $NTNX $TRMR $CLNK $SEYE $TCEHY $GRVY $BABA $NGMS $NVDA $SE New: $ENTER Sold: $AGC Portfolio End of September '21 (descending order) $YSN.DE $EVO $EPSIL.AT $FB $AMZN $ST5.DE $KSPI $NUMND $U $M8G $M0Y.DE $GOOGL $APM.DE $INPST $FAA.DE $BKNG $NTNX $KAMBI $TRMR $LVC $CLNK $SEYE $AGC $TCEHY $NGMS $GRVY $BABA $SE $NVDA New $TRMR Portfolio End of September '21 (descending order) $YSN.DE $EVO $EPSIL.AT $FB $AMZN $ST5.DE $KSPI $NUMND"
X Link 2021-10-30T12:15Z [----] followers, [--] engagements
"E-Invoicing is one of the big growth drivers for Epsilon Net $EPSIL.AT In June [----] they had [------] subscribers for their Smart solution & to date they have over [------]. This means they more than doubled their subscribers in [--] months ๐"
X Link 2021-11-01T16:24Z [----] followers, [--] engagements
"$EPSIL.AT acquirers 88% of PCS which operates in the provision of specialized IT solutions to companies in the financial sector: Rev. of PCS in '20 were 2.35m 9m '21 rev. of 2.08m up 22% 9m EBT of 367t cash of 1.43m โก Epsilon pays 2.23m ๐๐
"
X Link 2021-11-11T08:59Z [----] followers, [--] engagements
"$EPSIl.AT 9m '21 results ๐คฏ Revenue +148% EBITDA +216% EBIT +309% EBT +354% 100k active facilities which constitute the starting point for achieving a significant degree of annual recurring revenue and the basis for its continuous and uninterrupted growth course"
X Link 2021-11-23T08:15Z [----] followers, [--] engagements
"Portfolio End of November '21 (descending order) $YSN.DE $EPSIL.AT $EVO $KSPI $META $AMZN $ST5.DE $U $ENTER $GOOG $INPST $M8G $MYNA $NUMND $APM.DE $TRMR $KAMBI $BKNG $LVC $NTNX $SEYE $MBR $TCEHY $NVDA $BABA $SE New: $MBR Sold: $GRVY $BICO $NGMS $FAA Portfolio End of October '21 (descending order) $YSN.DE $EVO $EPSIL.AT $KSPI $FB $AMZN $ST5.DE $U $NUMND $GOOG $M8G $M0Y.DE $ENTER $APM.DE $BKNG $KAMBI $FAA.DE $INPST $LVC $NTNX $TRMR $CLNK $SEYE $TCEHY $GRVY $BABA $NGMS $NVDA $SE New: $ENTER Sold: $AGC Portfolio End of October '21 (descending order) $YSN.DE $EVO $EPSIL.AT $KSPI $FB $AMZN $ST5.DE"
X Link 2021-12-01T12:35Z [----] followers, [--] engagements
"$EPSIL.AT Update ๐ธ Estimated Turnover of 50m in [----] (+140%) significant increase in profitability e-invoicing subscriptions exceed 50k total number of customers should exceed 100k at the end of [----] starting point of a significant amount of annual recurring rev"
X Link 2021-12-13T08:34Z [----] followers, [--] engagements
"@MicroCapClub $EPSIL.AT https://x.com/mavix_leon/status/1415693206621204481s=20 Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market [--] % owned by Founder & CEO [---] % growth in Q1 low valuation & profitable Thread https://t.co/u8N61fmXmT https://x.com/mavix_leon/status/1415693206621204481s=20 Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market 65"
X Link 2022-01-25T12:02Z [----] followers, [--] engagements
"@Fred_McFeely $EPSIL.AT https://x.com/mavix_leon/status/1415693206621204481s=21&t=wtkkYMMQvk3stkqeKW1uHQ Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market [--] % owned by Founder & CEO [---] % growth in Q1 low valuation & profitable Thread https://t.co/u8N61fmXmT https://x.com/mavix_leon/status/1415693206621204481s=21&t=wtkkYMMQvk3stkqeKW1uHQ Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader"
X Link 2022-04-02T06:17Z [----] followers, [--] engagements
"Strategic partnership between Epsilon Net and the largest e-shopping platform in greece. The partnership includes the integration of Epsilon Smart & Pylon ERP. $EPSIL.AT http://skroutz.gr http://skroutz.gr"
X Link 2022-06-16T10:44Z [----] followers, [--] engagements
"@passus_sa is now playing with the big boys in Poland ๐ They uplisted from the New Connect segment to the GPW Main Market $PAS Gratulujemy debiutu @passus_sa na Gwnym Rynku #GPW ๐๐ผ๐ #PASSUS jest [---] spk notowan na Gwnym Rynku oraz [--] debiutem na tym rynku w [----] roku. #debiutGPW #witamynaGPW https://t.co/K7xP8OFf1I Gratulujemy debiutu @passus_sa na Gwnym Rynku #GPW ๐๐ผ๐ #PASSUS jest [---] spk notowan na Gwnym Rynku oraz [--] debiutem na tym rynku w [----] roku. #debiutGPW #witamynaGPW https://t.co/K7xP8OFf1I"
X Link 2023-01-10T17:30Z [----] followers, [--] engagements
"The European Union continues to increase regulations regarding cybersecurity for companies & governments. Possibly not that bad to invest in some companies that could profit from this trend. $YSN $NRST $B3.ST $PAS.WA Wichtige Cyberregulierungen in Europa https://t.co/DQOOj7t0cw Wichtige Cyberregulierungen in Europa https://t.co/DQOOj7t0cw"
X Link 2023-07-03T13:21Z [----] followers, [----] engagements
"@shot_change Maybe with $EPSIL.AT there is a similar company in the making. Unfortunately also not that ridiculously cheap anymore like it was some time ago"
X Link 2023-07-14T13:32Z [----] followers, [---] engagements
"Neurosoft $NRST has been awarded with a new project for the supply of equipment and the provision of Field and Maintenance and Support Services by a client operating in the field of energy. The total contract value will be [----] million over [--] months. The annual revenue ist expected to be approx. [--] million in year one and [----] million for the remaining years. https://twitter.com/i/web/status/1700011689423274415 https://twitter.com/i/web/status/1700011689423274415"
X Link 2023-09-08T05:02Z [----] followers, [----] engagements
"Greece credit rating raised investment grade for the first time since debt crisis uplifted from 'junk' status. In the 2nd quarter of [----] Greece had the second fastest GDP growth in the EU. $EPSIL $NRST https://www.ft.com/content/fc17f901-e219-4656-bb76-f088c84de3e7 https://www.ft.com/content/fc17f901-e219-4656-bb76-f088c84de3e7"
X Link 2023-09-09T07:35Z [----] followers, [----] engagements
"Neurosoft $NRST H1 '23 results: Revenues +27% *FSO +24.3% *Cyber Security +25.4% *Infrastructure & Cloud +34% EBITDA +2.3% EBIT +0% Net Profit -3.8% Dependency of revenues with OPAP reduced to 45.7% (vs. 52%)"
X Link 2023-09-18T18:29Z [----] followers, [----] engagements
"#4 of [--] stocks in [--] days: RVRC Holding $RVRC Country: Sweden Market Cap: SEK [---] billion (USD [---] million) RVRC Holding provides active lifestyle & outdoor clothing under the brand RevolutionRace. The founders have managed to make their brand well known with viral videos on social media. Today RevolutionRace is established in over [--] countries and they sold over [--] million pants worldwide. RVRC only sells its products online cutting out agents and retailers. A faster slimmer process without middlemen means that they can offer high-quality clothes with a reasonable price tag. In the last"
X Link 2024-01-10T11:06Z [----] followers, [----] engagements
"#19 of [--] stocks in [--] days: Norbit $NORBT Country: Norway Market Cap: NOK [---] billion (USD [---] million) NORBIT is a global provider of tailored technology to selected applications. They are structured in three business segments to address their key markets: Oceans Connectivity and Product Innovation & Realization (PIR). The Oceans segment delivers tailored technology solutions to global maritime markets. The Connectivity segment provides tailored wireless solutions for identification monitoring and tracking. The PIR segment offers R&D services and products and contract manufacturing to key"
X Link 2024-01-25T10:42Z [----] followers, [----] engagements
"Portfolio end of January '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp. $IDT Lindbergh SpA $LDB.MI Gaming Innovation Group $GIG Centrotec $CEV.HM Kaspi $KSPI Secunet Security Networks $YSN Leatt $LEAT Transense Technologies $TRT.L Amazon $AMZN Neurosoft $NRST B3 Consulting Group $B3.ST Frequentis $FQT YOC $YOC New - Sold $SMSMED Portfolio end of December '23: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO Centrotec $CEV.HM IDT Corp $IDT Lindbergh $LDB.MI Gaming Innovation Group $GIG Kaspi $KSPI Leatt $LEAT"
X Link 2024-01-31T15:47Z [----] followers, 32.2K engagements
"Epsilon Net $EPSIL has won [--] awards at the Accounting Awards [----] which confirm the excellent quality of the Groups products and services. Epsilon has won in the following categories: Informatics & New Technology Consultant of the Year Invoicing Software HRM & Payroll Software Reporting & Data Analytics Financial Information using IT and new Technologies Digital Transformation https://twitter.com/i/web/status/1753320769889915308 https://twitter.com/i/web/status/1753320769889915308"
X Link 2024-02-02T07:33Z [----] followers, [----] engagements
"#3 Secp SpA $IOT https://x.com/mavix_leon/status/1744677250019033209s=20 #3 of [--] stocks in [--] days: Seco SpA $IOT Country: Italy Market Cap: EUR [---] million (USD [---] million) For over [--] years Seco designs and manufactures embedded-micro computers integrated systems and custom hard- & software for IoT solutions. In [----] they launched CLEA a https://t.co/ntrxiGr5sA https://x.com/mavix_leon/status/1744677250019033209s=20 #3 of [--] stocks in [--] days: Seco SpA $IOT Country: Italy Market Cap: EUR [---] million (USD [---] million) For over [--] years Seco designs and manufactures embedded-micro computers"
X Link 2024-02-06T14:36Z [----] followers, [----] engagements
"#4 RVRC Holding $RVRC https://x.com/mavix_leon/status/1745039511480828147s=20 #4 of [--] stocks in [--] days: RVRC Holding $RVRC Country: Sweden Market Cap: SEK [---] billion (USD [---] million) RVRC Holding provides active lifestyle & outdoor clothing under the brand RevolutionRace. The founders have managed to make their brand well known with viral videos https://t.co/sZ7ZThDzrv https://x.com/mavix_leon/status/1745039511480828147s=20 #4 of [--] stocks in [--] days: RVRC Holding $RVRC Country: Sweden Market Cap: SEK [---] billion (USD [---] million) RVRC Holding provides active lifestyle & outdoor clothing"
X Link 2024-02-06T14:36Z [----] followers, [----] engagements
"Portfolio end of February '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp $IDT Gaming Innovation Group $GIG Lindbergh $LDB.MI Centrotec $CEV.HM Kaspi $KSPI Amazon $AMZN Transense Technologies $TRT.L Secunet Security Networks $YSN Leatt $LEAT Civitanavi Systems $CNS.MI B3 Consulting Group $B3.ST Frequentis $FQT Neurosoft $NRST YOC $YOC New $CNS Sold - Portfolio end of January '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp. $IDT Lindbergh SpA $LDB.MI Gaming Innovation Group $GIG Centrotec $CEV.HM Kaspi"
X Link 2024-03-01T13:22Z [----] followers, 30K engagements
"Epsilon Net $EPSIL has completed the certification process of the "Epsilon All on One" service by Greek IAPR. Epsilon "All on One" offers: ability to issue retail receipts directly from its POS without tax mechanism and with certified comptaibility issuance of wholesale invoiced to businesses issuance of service invoices issuance & transmission of invoices to the State https://twitter.com/i/web/status/1764977821728878839 https://twitter.com/i/web/status/1764977821728878839"
X Link 2024-03-05T11:34Z [----] followers, [----] engagements
"Epsilon Net $EPSIL FY [----] results: Revenue +24% (60% of it organic) Earnings after taxes +59% Adj. EBITDA +24% Adj. EBITDA-Margin of 33% "Group estimates that the investments of Greek companies in the field of digital transformation will continue due to the provision of incentives through the financial programs of the RECOVERY FUND and the new NSRF 2021-2027. https://twitter.com/i/web/status/1770710832181137899 https://twitter.com/i/web/status/1770710832181137899"
X Link 2024-03-21T07:15Z [----] followers, [----] engagements
"Portfolio Update March '24 (full update incl. comments in bio) stocks Shelly Group $SLYG Epsilon Net $EPSIL IDT Corp. $IDT Gaming Innovation Group $GIG Lindbergh $LDB.MI Centrotec $CEV.HM Evolution $EVO Amazon $AMZN Secunet Security Networks $YSN Leatt $LEAT Civitanavi Systems $CNS.MI Transense Technologies $TRT.L Frequentis $FQT Kaspi $KSPI B3 Consulting $B3.ST Neurosoft $NRST YOC $YOC Portfolio end of February '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp $IDT Gaming Innovation Group $GIG Lindbergh $LDB.MI Centrotec $CEV.HM Kaspi $KSPI Amazon"
X Link 2024-03-30T12:56Z [----] followers, 41.1K engagements
"In [----] we will finally see the first results of the collaboration beteten NBG and Epsilon Net ๐๐ป $EPSIL 2024& [----] will be years of $Epsil strong press release today from NBG https://t.co/JTHEIPkFUX 2024& [----] will be years of $Epsil strong press release today from NBG https://t.co/JTHEIPkFUX"
X Link 2024-04-17T09:31Z [----] followers, [----] engagements
"Growth prospects of Epsilon Net $EPSIL: E-Invoicing for public sector (B2G) mandatory interconnection of POS with invoicing systems Digital Job Card Portfolio of products in cooperation with NBG (e.g. Epsilon Pay) Providing All-in-one-solution for end customer strengthening solutions in vertical markets increasing the final revenue per customer by providing new solutions & services expansion abroad All supported by governmental financial programs like the Recovery Fund the NSRFs Digital Transformation Program and the New Business support program."
X Link 2024-04-18T18:34Z [----] followers, [----] engagements
"Epsilon Net $EPSIL acquires the ERP ERMIS & HR MaSter applications of Lavisoft SA. Epsilon acquires ERP ERMIS for EUR [-------] & HR MaSter for EUR 800.000"
X Link 2024-04-24T07:22Z [----] followers, [----] engagements
"Epsilon Net $EPSIL is halted as there are rumours that Atlantic Capital is in negotiations to acquire Epsilon. According to the same information the transfer of the main shareholder's percentage will be followed by a public proposal from the fund Atlantic Capital" and "the price could not be confirmed with the information stating that it is set at levels exceeding [--] per share" This price would be a joke https://twitter.com/i/web/status/1783462084308537638 https://twitter.com/i/web/status/1783462084308537638"
X Link 2024-04-25T11:44Z [----] followers, [----] engagements
"The Annual Analyst Briefing of Epsilon Net $EPSIL which should have been this evening has been postponed due to the recent developments and upcoming announcements ๐คทโ"
X Link 2024-04-25T15:46Z [----] followers, [----] engagements
"Lets all vote against this cheapy bid and see what the power of #fintwit can do $EPSIL"
X Link 2024-04-26T10:34Z [----] followers, [----] engagements
"Portfolio Update April '24 (full update incl. comments in bio) stocks Shelly Group $SLYG Epsilon Net $EPSIL Lindbergh SpA $LDB.MI IDT $IDT Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO Amazon $AMZN Secunet Security $YSN Civitanavi Systems $CNS.MI Leatt $LEAT Transense Technologies $TRT.L Frequentis $FQT Neurosoft $NRST.MI YOC $YOC New: - Sold: $KSPI $B3.ST Portfolio Update March '24 (full update incl. comments in bio) stocks Shelly Group $SLYG Epsilon Net $EPSIL IDT Corp. $IDT Gaming Innovation Group $GIG Lindbergh $LDB.MI Centrotec $CEV.HM Evolution $EVO Amazon $AMZN Secunet"
X Link 2024-05-01T08:10Z [----] followers, 41.9K engagements
"Epsilon Net $EPSIL Q1 '24 results: Revenue +33.38 % EBT +42.86 % net cash of EUR [-----] million "A plan of actions is in progress to enhance the level of organization and operation of the Group aiming to upgrade its efficiency as well as implementing significant new investments in the areas of building infrastructure Security Fintech Business Software & AI in order to ensure its leading position for the next five years." https://twitter.com/i/web/status/1795345429556596788 https://twitter.com/i/web/status/1795345429556596788"
X Link 2024-05-28T06:44Z [----] followers, [----] engagements
"Portfolio end of May '24 stocks Shelly Group $SLYG Epsilon Net $EPSIL Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO IDT $IDT Transense Technologies $TRT.L Lindbergh $LDB.MI Leatt $LEAT Amazon $AMZN Civitanavi Systems $CNS.MI Secunet Security Networks $YSN Toyokumo $4058 Frequentis $FQT Neurosoft $NRST.MI New Toyokumo $4058 Sold YOC $YOC Portfolio Update April '24 (full update incl. comments in bio) stocks Shelly Group $SLYG Epsilon Net $EPSIL Lindbergh SpA $LDB.MI IDT $IDT Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO Amazon $AMZN Secunet Security $YSN"
X Link 2024-06-01T15:11Z [----] followers, 35.8K engagements
"Portfolio end of June '24 stocks Shelly Group $SLYG Epsilon Net $EPSIL Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO Lindbergh $LDB.MI IDT $IDT Transense Technologies $TRT.L Amazon $AMZN Toyokumo $4058 Civitanavi Systems $CNS.MI Leatt $LEAT Frequentis $FQT Secunet Security Networks $YSN Neurosoft $NRST.MI New - Sold - Portfolio end of May '24 stocks Shelly Group $SLYG Epsilon Net $EPSIL Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO IDT $IDT Transense Technologies $TRT.L Lindbergh $LDB.MI Leatt $LEAT Amazon $AMZN Civitanavi Systems $CNS.MI Secunet Security"
X Link 2024-06-29T16:23Z [----] followers, [----] engagements
"Evolution $EVO Q2 '24 results: Revenue +15.3% *Live Casino +18% *RNG +1.4% EBITDA +10.9% EBITDA-Margin of 68% (vs. 70.7%) EPS +3.2% New share buyback program Entered into an agreement to acquire Galaxy Gaming"
X Link 2024-07-19T06:20Z [----] followers, 18.1K engagements
"Portfolio end of July '24 stocks Epsilon Net $EPSIL Shelly Group $SLYG Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO Transense Technologies $TRT.L IDT $IDT Lindbergh $LDB.MI Amazon $AMZN Leatt $LEAT Toyokumo $4058 Secunet Security Networks $YSN Frequentis $FQT New - Sold $CNS.MI $NRST.MI Portfolio end of May '24 stocks Shelly Group $SLYG Epsilon Net $EPSIL Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO IDT $IDT Transense Technologies $TRT.L Lindbergh $LDB.MI Leatt $LEAT Amazon $AMZN Civitanavi Systems $CNS.MI Secunet Security Networks $YSN"
X Link 2024-08-01T17:23Z [----] followers, 18.1K engagements
"According to this article Ginger Capital was successful & has reached the [--] % that are required for the squeeze-out process of $EPSIL. Not official yet but seems like they have won https://www.ot.gr/2024/08/02/epixeiriseis/epsilon-net-ston-dromo-eksodou-apo-to-xa-epityxis-oloklirosi-tis-dimosias-protasis/ https://www.ot.gr/2024/08/02/epixeiriseis/epsilon-net-ston-dromo-eksodou-apo-to-xa-epityxis-oloklirosi-tis-dimosias-protasis/"
X Link 2024-08-02T17:59Z [----] followers, [----] engagements
"The deal is done. Unfortunately Ginger has reached more than 95%. I would have loved to participate longer from the development of $EPSIL. Nevertheless it was a great ride from EUR [----] to EUR [--]. Epsilon was one of my best investments so far. Thanks to @SharogradskyM who found this gem ๐๐ป On to the next one https://twitter.com/i/web/status/1820421453864481033 https://twitter.com/i/web/status/1820421453864481033"
X Link 2024-08-05T11:27Z [----] followers, [----] engagements
"I just published my Portfolio Update for August [----] (link in bio). It includes: My current Portfolio My thoughts about the end of my $EPSIL nvestment Earnings review of Toyokumo $4058 Leatt $LEAT Secunet $YSN Frequentis $FQT Shelly $SLYG & Gaming Innovation Group $GIG Recent News & Information about Lindbergh $LDB Leatt Frequentis Evolution $IDT Toyokumo Shelly & Gaming Innovation Group Due to the many companies in my Portfolio that reported this month this update became a bit longer (30 minutes reading time). Maybe I will split out the earnings reviews in seperate posts in future earnings"
X Link 2024-08-29T13:50Z [----] followers, [----] engagements
"@joinyellowbrick @david_katunaric I made a write-up about Epsilon Net in [----] but I wasnt the first one ;) Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market [--] % owned by Founder & CEO [---] % growth in Q1 low valuation & profitable Thread https://t.co/u8N61fmXmT Epsilon Net Group $EPSIL rapidly growing group that has been a benchmark in software development for [--] years Greek market leader in accounting office HR & Payroll system market [--] % owned by Founder & CEO 110"
X Link 2024-09-06T05:24Z [----] followers, [---] engagements
"My Team #Europoor Shelly Group $SLYG Arcure $ALCUR Powersoft $PWS Secunet Security $YSN Frequentis $FQT Lindbergh $LDB Transense Technologie $TRT.L What are your favorite picks to quickly become poor with european stocks"
X Link 2024-11-29T14:04Z [----] followers, 19.3K engagements
"I just released a new Portfolio Update for January '25: My current portfolio & position sizes Earnings review of $EVO $EVVTY $YSN & $ALCUR Recent news about $LDB.MI $EVO $SLYG $LEAT $IDT $FQT $4058 $GIG New write-up about a new position I started in December will be release next week https://twitter.com/i/web/status/1885327729152975336 https://twitter.com/i/web/status/1885327729152975336"
X Link 2025-01-31T14:02Z [----] followers, [----] engagements
"Share repurchases of up to EUR [---] million can now start ๐ธ $EVO $EVVTY"
X Link 2025-02-10T15:08Z [----] followers, [----] engagements
"Portfolio end of February '25: stocks Shelly Group $SLYG Centrotec $CEV.HM Secunet Security Networks $YSN Evolution $EVO IDT Corp $IDT ErreDue SpA $RDUE Toyokumo $4058 Gentoo Media $G2M Lindbergh SpA $LDB.MI Powersoft SpA $PWS.MI Transense Technologies $TRT.L Frequentis $FQT Leatt $LEAT Arcure SA $ALCUR GiG Software $GIG New - Sold Amazon $AMZN Portfolio end of January '25: stocks Shelly Group $SLYG Centrotec $CEV.HM Secunet Security Networks $YSN IDT Corp. $IDT Gentoo Media $G2M Amazon $AMZN Evolution $EVO -undisclosed- Toyokumo $4058 Lindbergh $LDB.MI Transense Technologies $TRT.L Leatt"
X Link 2025-03-03T11:11Z [----] followers, 20.7K engagements
"A new powered by Shelly $SLYG device has been released: The FrankEver sprinkler controller is a 6-zone Wi-Fi enabled Smart Sprinkler Controller that offers precise control over your irrigation system using advanced schedules and weather APIs utilizing Shellys cloud-based and local capabilities. https://twitter.com/i/web/status/1938851245348773920 https://twitter.com/i/web/status/1938851245348773920"
X Link 2025-06-28T06:45Z [----] followers, [----] engagements
"I just published my Portfolio Update for June [----]. It includes: My current portfolio and position sizes Reasons why I sold IDT Corp. $IDT & GiG Software $GIG Quarterly results of IDT Recent News & Information about $SLYG $FQT $ALCUR $LEAT $4058 $IDT $ELABS & $RDUE You can find it in the Portfolio section of the blog :) https://twitter.com/i/web/status/1940050957238190179 https://twitter.com/i/web/status/1940050957238190179"
X Link 2025-07-01T14:12Z [----] followers, [----] engagements
"The powered by Shelly line continues expanding. This time with EV charging powered by Shelly $SLYG: seamless integration in your smart home with the Shelly API no more overloads wireless load balancing charge smarter: optimize costs with your solar PV system Tariff-aware charging: power up when electricity is cheapest https://twitter.com/i/web/status/1940074535270670496 https://twitter.com/i/web/status/1940074535270670496"
X Link 2025-07-01T15:46Z [----] followers, [----] engagements
"Portfolio end of June '25: Sold: IDT $IDT GiG Software $GIG Shelly Group $SLYG Secunet Security Networks $YSN Centrotec $CEV.HM Frequentis $FQT Lindbergh $LDB.MI Evolution $EVO Toyokumo $4058 ErreDue $RDUE Transense Technologies $TRT.L Leatt $LEAT Elliptic Laboratories $ELABS (prev. undisclosed) Gentoo Media $G2M Arcure $ALCUR Portfolio end of May '25: Shelly Group $SLYG Centrotec $CEV.HM Frequentis $FQT Secunet Security Networks $YSN Toyokumo $4058 Evolution $EVO Lindbergh $LDB.MI ErreDue $RDUE Transense Technologies $TRT.L Leatt $LEAT Arcure $ALCUR -undisclosed- IDT $IDT Gentoo Media $G2M"
X Link 2025-07-02T11:00Z [----] followers, 16.3K engagements
"$SLYG #LOQED Touch Smart Lock is back and better than ever Now available in Silver (Stainless Steel) with: โจ Improved display ๐คซ Quieter performance ๐ก Enhanced durability Learn more: https://t.co/mPODYgdUe1 The Black version will be available soon #SmartLock #HomeSecurity https://t.co/8SXupjGDNs #LOQED Touch Smart Lock is back and better than ever Now available in Silver (Stainless Steel) with: โจ Improved display ๐คซ Quieter performance ๐ก Enhanced durability Learn more: https://t.co/mPODYgdUe1 The Black version will be available soon #SmartLock #HomeSecurity https://t.co/8SXupjGDNs"
X Link 2025-07-02T14:06Z [----] followers, [----] engagements
"Shelly Group $SLYG has introduced its first co-branded products in cooperation with global energy and solar technology company EcoFlow. The two devices the Shelly Plug S Gen3 (plug-and-play smart outlet) as an entry-level model and the Shelly Pro 3EM a professional-grade energy meter carry both company logos and are fully integrated into EcoFlows software platforms in addition to the Shelly app. https://twitter.com/i/web/status/1948644107867345375 https://twitter.com/i/web/status/1948644107867345375"
X Link 2025-07-25T07:18Z [----] followers, [----] engagements
"Portfolio end of July '25: Shelly Group $SLYG Centrotec $CEV.HM Frequentis $FQT Secunet Security Networks $YSN Evolution $EVO Lindbergh $LDB.MI Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Elliptic Laboratories $ELABS Gentoo Media $G2M Arcure $ALCUR Portfolio end of June '25: Sold: IDT $IDT GiG Software $GIG Shelly Group $SLYG Secunet Security Networks $YSN Centrotec $CEV.HM Frequentis $FQT Lindbergh $LDB.MI Evolution $EVO Toyokumo $4058 ErreDue $RDUE Transense Technologies $TRT.L Leatt $LEAT Elliptic Laboratories Portfolio end of June '25: Sold: IDT $IDT GiG Software $GIG Shelly"
X Link 2025-08-07T12:12Z [----] followers, 20.9K engagements
"Shelly Group $SLYG H1 [----] results: Revenue +29.3% *DACH region +20.5% *Rest of Europe +31.6% *Rest of World +83.7% EBIT +12.2% EBIT margin of 22.6% (vs. 26%) *adj. for FX effects: 25.4% Net result +10.1% Cloud user +21% โ
Guidance confirmed"
X Link 2025-08-15T07:01Z [----] followers, 14K engagements
"I just published my Earnings Update about the H1 [----] results of Shelly Group $SLYG You can find it in the Portfolio Section of the blog :)"
X Link 2025-08-17T11:22Z [----] followers, [----] engagements
"UK expansion continues $SLYG ๐ Shelly Smart Home Devices Now Available at @Screwfix UKs trusted retailer for trade tools hardware and electrical supplies. Partnering with Screwfix is a key milestone in our UK expansion. Their trusted retail network will help bring Shellys technology to more https://t.co/t9x23FsS86 ๐ Shelly Smart Home Devices Now Available at @Screwfix UKs trusted retailer for trade tools hardware and electrical supplies. Partnering with Screwfix is a key milestone in our UK expansion. Their trusted retail network will help bring Shellys technology to more"
X Link 2025-08-21T08:01Z [----] followers, [----] engagements
"Portfolio end of August '25: Shelly Group $SLYG Frequentis $FQT Secunet Security Networks $YSN Centrotec $CEV.HM Lindbergh $LDB.MI Evolution $EVO Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Toyokumo $4058 Elliptic Laboratories $ELABS -undisclosed- Arcure $ALCUR Portfolio end of July '25: Shelly Group $SLYG Centrotec $CEV.HM Frequentis $FQT Secunet Security Networks $YSN Evolution $EVO Lindbergh $LDB.MI Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Elliptic Laboratories $ELABS Gentoo Media $G2M Arcure $ALCUR https://t.co/xJ3pFvBTsd Portfolio end of July '25: Shelly Group"
X Link 2025-08-31T10:01Z [----] followers, 20.1K engagements
"International expansion continues $SLYG ๐ Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board ๐ #HelloBenelux #LocalExpansion https://t.co/lzLwS9tUgs ๐ Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board ๐ #HelloBenelux #LocalExpansion"
X Link 2025-09-05T06:07Z [----] followers, [----] engagements
"Sneak Preview on some of the new devices that Shelly $SLYG will present later today as well as on IFA this weekend at the @shelly_IoT booth. Among others: New Wall Display Power Strip Presence Sensor Gen4 Flood Sensor Gen4 New Plugs New BLU devices New Wave devices New Pro Series devices https://twitter.com/i/web/status/1963852071892836704 https://twitter.com/i/web/status/1963852071892836704"
X Link 2025-09-05T06:29Z [----] followers, [----] engagements
"On Friday the Shelly $SLYG team presented several new products. Below you can find a summary of the most interesting aspects of the products @shelly_IoT : Shelly Wall Display XL - 10.1" responsive HD color touchscreen display - Ultra-fast quad-core CPU for instant response - Wall-mount design compatible with EU standard switch boxes - Integrated dual 2W high-quality stereo speakers - [--] customizable buttons for quick actions & scenes - Built-in proximity & brightness (lux) sensors - Fully customizable screen interface for device management -Integrated media player & internet radio support"
X Link 2025-09-07T12:53Z [----] followers, [----] engagements
"Shelly Group $SLYG is expanding its Pro product portfolio and showcased its new Smart Miniature Circuit Breaker (MCB) product line at the Internationale Funkausstellung (IFA) in Berlin. With this innovation Shelly Group is accelerating its entry into the professional building and energy management market while reinforcing its position as a technology leader. Mass production is scheduled to begin immediately after certification is completed. Market launch is planned for early [----]. https://twitter.com/i/web/status/1966088874930712723 https://twitter.com/i/web/status/1966088874930712723"
X Link 2025-09-11T10:38Z [----] followers, [----] engagements
"Shelly Group $SLYG is accelerating its geographic expansion by establishing a regional sales team for the Benelux region. Twan Huisman a renowned industry expert with extensive international sales expertise has been appointed Region Manager Benelux"
X Link 2025-09-30T07:19Z [----] followers, [----] engagements
"Portfolio end of September '25: Shelly Group $SLYG Frequentis $FQT Lindbergh $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Evolution $EVO Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Toyokumo $4058 Arcure $ALCUR -undisclosed- -undisclosed- Elliptic Laboratories $ELABS Portfolio end of August '25: Shelly Group $SLYG Frequentis $FQT Secunet Security Networks $YSN Centrotec $CEV.HM Lindbergh $LDB.MI Evolution $EVO Leatt $LEAT ErreDue $RDUE Transense Technologies $TRT.L Toyokumo $4058 Elliptic Laboratories $ELABS -undisclosed- Arcure $ALCUR https://t.co/g5uoj3JKpW Portfolio"
X Link 2025-10-01T07:09Z [----] followers, 20.4K engagements
"Shelly Group $SLYG expands faster in South America - rgn tht rdng t hll mngr rvng t b vn mr dnm thn Nrth mr. From Bulgaria to the world. ๐ Shelly Group is expanding market by market with smart home & energy solutions built in Bulgaria. In this interview Mircho Mirev explains why South America is a priority how we cut energy costs and whats next. ๐ https://t.co/fflCRIYxhK From Bulgaria to the world. ๐ Shelly Group is expanding market by market with smart home & energy solutions built in Bulgaria. In this interview Mircho Mirev explains why South America is a priority how we cut energy costs"
X Link 2025-10-02T07:06Z [----] followers, [----] engagements
"$SLYG Shelly Group & NewZone #partnership stregthens our position in Paraguay ๐ NewZone is the countrys exclusive Apple iPhone reseller. This move brings our smart home & energy solutions to homes and businesses across the region. https://t.co/O1RzGmoaua Shelly Group & NewZone #partnership stregthens our position in Paraguay ๐ NewZone is the countrys exclusive Apple iPhone reseller. This move brings our smart home & energy solutions to homes and businesses across the region. https://t.co/O1RzGmoaua"
X Link 2025-10-03T12:44Z [----] followers, [----] engagements
"$SLYG Shelly Benelux says "Hallo" ๐ Weve opened the office and launched operations across the Netherlands Belgium and Luxembourg. From smart homes to smart energy our local team will work closely with partners installers and innovators to grow Shelly in the region. ๐ https://t.co/iNWQlWfoSP Shelly Benelux says "Hallo" ๐ Weve opened the office and launched operations across the Netherlands Belgium and Luxembourg. From smart homes to smart energy our local team will work closely with partners installers and innovators to grow Shelly in the region. ๐ https://t.co/iNWQlWfoSP"
X Link 2025-10-20T07:05Z [----] followers, [----] engagements
"@Mufasa_Capital I see a lot of pessimistic tweets which is different compared to the past quarters where nearly everyone was still optimistic. But thats just my subjective impression and is maybe related to the people that I follow ๐คทโ"
X Link 2025-10-24T12:33Z [----] followers, [---] engagements
"Shelly Group $SLYG 9M '25 results: Revenues +33.8% *DACH region +38.8% * Rest of Europe +15.6% *Rest of World +103.4% EBIT +44.7% EBIT margin of 25.3% (vs. 23.3%) Net result +34.5% Strong FCF of EUR 3.8m due to optimized WC management Q3 revenues +42.1% EBIT more than doubled and margin of 29.5% โ
Guidance confirmed https://twitter.com/i/web/status/1988682027797737840 https://twitter.com/i/web/status/1988682027797737840"
X Link 2025-11-12T18:55Z [----] followers, 14.1K engagements
"I just published my Earnings Update about Shellys Q3 [----] results $SLYG. I share my thoughts about the results and why I was surprised by them. In addition I have a look at the comments during the call and what I expect for Q4 and 2026"
X Link 2025-11-18T17:17Z [----] followers, [----] engagements
"Evolution $EVO and Galaxy Gaming $GLXZ are extending the merger agreement through July [--] [----]. Regulatory approvals are anticipated in Q1 2026"
X Link 2025-11-25T13:05Z [----] followers, [----] engagements
"I just published my Portfolio Update for November [----]. It includes: My current portfolio & position sizes Reasoning why I sold $ELABS Earnings Updates about $YSN $LEAT $4058 $SLYG $ELABS and an undiscloses one Recent News & Information about $LDB.MI $TRT.L $ELABS $4058 $FQT You can find it in the "Portfolio" section of the blog :)"
X Link 2025-11-29T11:54Z [----] followers, [----] engagements
"$SLYG Were excited to announce a new strategic partnership between Shelly Group and Zekeng AD one of Bulgarias leading hardware engineering teams.๐ Zekeng AD becomes a long-term partner to Shelly Group contributing to the development of future smart devices. Big things ahead ๐คซ https://t.co/mREkl2N3fo Were excited to announce a new strategic partnership between Shelly Group and Zekeng AD one of Bulgarias leading hardware engineering teams.๐ Zekeng AD becomes a long-term partner to Shelly Group contributing to the development of future smart devices. Big things ahead ๐คซ"
X Link 2025-12-01T09:25Z [----] followers, [----] engagements
"Shelly Group $SLYG Black Friday revenues increased by 50% yoy to EUR [--] million. The Companys own web shop saw demand triple more than offsetting temporarily lower purchasing volumes from a single marketplace partner. The regional localizations for Italy and the United Kingdom showed particularly positive effects. https://twitter.com/i/web/status/1996262982184288680 https://twitter.com/i/web/status/1996262982184288680"
X Link 2025-12-03T16:59Z [----] followers, [----] engagements
"$SLYG Were expanding in Argentina through a new partnership with Life2Better (L2B) โจ With strong expertise in Z-Wave and multi-protocol integrations L2B will support installers integrators and businesses in deploying reliable energy-efficient Shelly solutions across the country. https://t.co/qhElRkSmQN Were expanding in Argentina through a new partnership with Life2Better (L2B) โจ With strong expertise in Z-Wave and multi-protocol integrations L2B will support installers integrators and businesses in deploying reliable energy-efficient Shelly solutions across the country."
X Link 2025-12-05T09:24Z [----] followers, [----] engagements
"Secunet Security Networks $YSN & CGI has been commissioned by the NATO to implement the Hermes project. Hermes will create a highly secure and scalable IT solution for NATO commanders and selected target groups enabling mobile communication on specially protected devices. secunet is responsible for the specialized hardware and encryption components. The solution is designed to be easily and quickly expanded to include additional user groups and security domains in the future"
X Link 2025-12-11T06:36Z [----] followers, [----] engagements
"ErreDue $RDUE announced that it has signed an agreement with Pacella Luxury Real Estate Srl for the supply of a [--] MW green hydrogen production plant. The contract is worth a total of approximately EUR1.5 million and involves a turnkey plant designed to operate with energy produced by a [--] MW photovoltaic plant integrated with a [--] MW BESS storage system https://twitter.com/i/web/status/2001223601769304237 https://twitter.com/i/web/status/2001223601769304237"
X Link 2025-12-17T09:31Z [----] followers, [----] engagements
"Portfolio Performance [----] TTWROR: +38.9% IRR: +42% Winner: ๐ฅFrequentis $FQT +195% ๐ฅLindbergh $LDB.MI +118% ๐ฅGiG Software $GIG +68% (sold) Loser: ๐ฅGentoo Media $G2M -48% (sold) ๐ฅTransense Technologies $TRT.L -23% ๐ฅElliptic Laboratories $ELABS -17% You can find a longer reflection on my performance and investment year on the blog ๐๐ป Portfolio Performance [----] (TTWROR) ๐ Stocks Portfolio +23 % ๐ฒ Crypto Portfolio +70 % Winner (stocks) ๐ฅTransense Technologies $TRT.L +73% ๐ฅLindbergh SpA $LDB.MI +59 % ๐ฅAmazon $AMZN +53 % Loser (stocks) ๐ฅB3 Consulting $B3.ST -43% (sold) ๐ฅEvolution"
X Link 2026-01-05T14:25Z [----] followers, [----] engagements
"Shelly Group $SLYG announces the change of its CFO aligning its finance organization with the next growth phase focusing on further international scaling enhanced financial steering capabilities and active cash flow and working capital management. The previous CFO Svetozar Illiev who has played a key role in the Companys success for [--] years since its early growth stage and is stepping down from his position for personal reasons. He will be succeded by Iliyana Krushkova. She brings more than 15years of experience in financial management strategic corporate steering as well as M&A and"
X Link 2026-01-08T16:37Z [----] followers, [----] engagements
"Shelly Group $SLYG announces preliminary sales revenues for FY [----] of EUR [-----] million (+40% yoy) which is in the middle of the guidance of EUR 145-155 million. EBIT guidance for [----] and revenue target for [----] of EUR [---] million are confirmed"
X Link 2026-01-13T17:22Z [----] followers, [----] engagements
"Toyokumo $4058 Monthly Sales Report for December 2025: Monthly sales +44.9% Cumulative sales +54.5%"
X Link 2026-01-15T06:43Z [----] followers, [----] engagements
"Toyokumo's $4058 kintone integration services surpasses [-----] contracts. This has led to the company's value not only being recognized for its ability to digitize analogue operations but also as a "high-quality data accumulation platform" for future use of AI"
X Link 2026-01-19T05:31Z [----] followers, [----] engagements
"ErreDue $RDUE has announced the conclusion of a contract worth approximately [--] million for the supply of two [----] MW PEM electrolysis systems for delivery in H1 [----]. A distinctive aspect of the Erre Due solution is energy efficiency combined with significant operational flexibility as the electrolyzers can vary production from 10% to 100% of power to adapt to the intermittency of solar power. https://twitter.com/i/web/status/2016054208408047671 https://twitter.com/i/web/status/2016054208408047671"
X Link 2026-01-27T07:42Z [----] followers, [----] engagements
"Transense Technologies $TRT.L today published a Trading Update for H1 [----] and Outlook for the Full-Year: โ Revised Guidance as the pace of growth is below market expectations FY [--] revenues are now expected to be not less than 5.2m (prev. 65m) and PBT is now expected at 0.2m (prev. 1.3m) Revenues of the two operating businesses are expected to grow by 30% but iTrack royalties are now expected 10% lower Onboarding of new SAWsense customers is talking longer than expected but revenues grew by 70% in H1 Translogik revenues increased by 13% in H1 and further increase is expected Presentation of"
X Link 2026-01-30T12:18Z [----] followers, [----] engagements
"RT @mavix_leon: Portfolio end of January '26: Shelly Group $SLYG Lindbergh SpA $LDB.MI Secunet Security Networks $YSN Centrotec $CEV.HM Ev"
X Link 2026-02-02T15:10Z [----] followers, [--] engagements
"@Mark_M_Holmgren From my experience it seems like a bad UI is a must have feature for software used in public authorities ๐๐
"
X Link 2026-02-02T20:40Z [----] followers, [--] engagements
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/creator/twitter::mavix_leon