[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @skewangles 😈———-(📐 😈———-(📐 posts on X about iveco, $tgen, $ivgmi, eps the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::178381916/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +158% - X Months XXXXXX +2,682% - X Year XXXXXX +729% ### Mentions: XX [#](/creator/twitter::178381916/posts_active)  ### Followers: XXX [#](/creator/twitter::178381916/followers)  - X Week XXX +14% - X Month XXX +40% - X Months XXX +67% - X Year XXX -XX% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::178381916/influencer_rank)  ### Social Influence [#](/creator/twitter::178381916/influence) --- **Social category influence** [automotive brands](/list/automotive-brands) [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) **Social topic influence** [iveco](/topic/iveco), [$tgen](/topic/$tgen), [$ivgmi](/topic/$ivgmi), [eps](/topic/eps), [$abl](/topic/$abl), [$vrt](/topic/$vrt), [daimler truck](/topic/daimler-truck), [bloomberg](/topic/bloomberg), [iveco group](/topic/iveco-group) #1, [$evost](/topic/$evost) **Top assets mentioned** [Airbloc (ABL)](/topic/$abl) [Vertiv Holdings Co (VRT)](/topic/$vrt) ### Top Social Posts [#](/creator/twitter::178381916/posts) --- Top posts by engagements in the last XX hours "$VRT alliance = a call option on the ongoing massive infrastructure build-out. At 4x fEPS w/ positive FCF already in hand the risk-reward remains compellingso long as you believe at least some AI racks will prefer chilled natural gas over yet another transformer upgrade. 🔚"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1945779265942773845) 2025-07-17 09:35:02 UTC XXX followers, XX engagements "Factor lens: top-decile quality + top-decile value rarely show up in the same ticker. Today they dobecause humans (and algorithms) over-react"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1917584749192962534) 2025-04-30 14:20:05 UTC XXX followers, XX engagements "Tecogen - $TGEN has two revenue pillars : a) Products natural gas-fueled engine to generate chilled water and hot water b) Services long-term Operations and Maintenance (O&M). Catalyst a pivot from cogeneration into gas-driven chillers for data-centre cooling. 🧵"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1945779245726265626) 2025-07-17 09:34:57 UTC XXX followers, XXX engagements "$TGEN Products revenue plunged XX % in 2024 to $XXXX m (plant move) while Services grew XX % to $XXXX m lifting gross margin to XXXX %. The revenue mix is shifting from lumpy equipment sales toward annuity-like Service cashflows; high-margin Service rose to XX % of sales. (2/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1945779247194255656) 2025-07-17 09:34:58 UTC XXX followers, XXX engagements "At spot XXXX IVG trades on P/E XXX (EPS 2.09); EV/EBIT XXX (EV XXXX bn; EBIT XXXXX bn); EV/Sales XXXX (Revenue XXXXX bn); Peers: Daimler Truck XX Volvo AB XX Traton X P/E; $IVG.MI Screens in the cheapest decile on a European heavy-vehicle universe. (8/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1944689321010679821) 2025-07-14 09:23:59 UTC XXX followers, XX engagements "9/ So what's the mid-term picture Tecan expects to get back to mid- to high-single-digit organic growth as markets normalize. With operating leverage that should mean continued margin improvement. The model works. Next update from $TECN.SW is scheduled on Aug 12"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1947266695665517023) 2025-07-21 12:05:33 UTC XXX followers, X engagements "Medium-term (2 yrs) Potential Russell 2000 inclusion once float and share count stabilize Resolution of Coventry lawsuit or short-seller claims Scale benefits as AUM surpasses $X bn; fee-based mix rises Technology licensing of Lapetus platform to third-party underwriters (11/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1943597489161941416) 2025-07-11 09:05:26 UTC XXX followers, XXX engagements "Backlog deferred revenue equals XX% of '24 sales highest ratio in a decade. Vertiv pipeline targets 1000 chillers over X years; even a XX % conversion doubles Tecogens historical unit output. Service annuity contracts renew at CPI-plus and carry XX % gross margin; (7/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1945779256056758546) 2025-07-17 09:35:00 UTC XXX followers, XXX engagements "2022-24 show Iveco can pull cash from a low-margin mix funding EV pivots without leverage (FCF funds R&D÷nd); mgmt is methodically pruning and partnering evidenced by the Magirus sale and DLL Ford Otosan Stellantis deals; Defence monetisation is the live catalyst (12/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1944689327876768172) 2025-07-14 09:24:01 UTC XXX followers, XXX engagements "Abacus Global - $ABL is the only public pure-play alternative-asset manager focused on life-settlement and longevity-linked investing. It acquires in-force life-insurance policies from seniors services those assets and packages the cash-flows into funds for institutions. 🧵"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1943597409205968906) 2025-07-11 09:05:07 UTC XXX followers, 4659 engagements "8/ Tariffs: The potential for trade/tariff escalation is a known risk but Tecan estimates the impact in the "mid- to high-single million Swiss franc range" and has US manufacturing to mitigate some of it. Manageable"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1947266694105247766) 2025-07-21 12:05:32 UTC XXX followers, X engagements "The playbook: as its management openly compares itself to $TKA.DE marine spin-off playbook stay long $IVG.MI into the IDA carve-out process mark a stop-loss on political interference and be ready to roll gains into a buy-back-fueled EPS reset if mgmt takes the cheque. DYOD 🔚"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1944689329596469601) 2025-07-14 09:24:01 UTC XXX followers, XX engagements "7/ Biopharma Recovery: It's showing "early signs." - a phrase that has never ever been used prematurely by a management team I'm sure. However a strong rebound here is the lever for upside in H2"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1947266692654023092) 2025-07-21 12:05:32 UTC XXX followers, X engagements "Wait. $XXXX EPS in '26 Aggressive but defensible; $TGEN is piggy-backing on Vertiv global channel announced in March 2025. Inked a global partnership to bolt TGENs gas-powered chillers onto power-constrained AI racks; first XX MW order books this quarter @joinyellowbrick (6/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1945779254379118683) 2025-07-17 09:34:59 UTC XXX followers, XXX engagements "10/ The sales dip got investors nervous. But underneath you have a resilient business with fat gross margins a robust balance sheet and a huge installed base driving recurring revenue. Its sector leadership in lab automation well protects its resilient margin buffer position"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1947266697259262329) 2025-07-21 12:05:33 UTC XXX followers, XX engagements "Risks: execution risk scaling capex. XX% float held by insiders amplifies volatility. Natural-gas chillers reduce grid load but emit CO; considered transitional technology may cap institutional demand until labelled renewable-ready. $VRT contract isnt exclusive. (10/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1945779261228405104) 2025-07-17 09:35:01 UTC XXX followers, XX engagements "$ABL combines fundamental growth w/ a compelling de-SPAC derisking event. A corporate equivalent of a messy desklooks terrible but sometimes the most valuable stuff is buried under yesterdays sticky notes. If the warrant vacuuming works one might rediscover the stapler (12/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1943597509080731961) 2025-07-11 09:05:31 UTC XXX followers, XXX engagements "Why sweat X % Because warrants are Chekhovs gun: leave them on stage and theyll shoot your valuation the moment the stock tiptoes near $XXXXX. And cleaning up warrants is prerequisite for any future refinancing index inclusion or general adulting. (6/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1943597462423286221) 2025-07-11 09:05:19 UTC XXX followers, XXX engagements "Sum-of-the-parts breakdown: Navigator alone could be worth 1.2B at current multiples Secil adds 500M ETSA 300M Triangle the wildcard at 300M+. Total 2.3B vs. current 1.5B market capclassic value trap or opportunity based on comparable conglomerates. 6/x"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1936059609266987057) 2025-06-20 13:52:35 UTC XXX followers, XX engagements "A XXX bn equity cheque equals XXX bn net cash to Iveco after minor taxesabout XX % of current market cap (4.1 bn at 15.5/share) giving ample scope for buybacks or debt-free EV capex. Post-deal Iveco guides '25 EBIT to 850-900m flat/up despite truck softness (6/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1944689317638476200) 2025-07-14 09:23:58 UTC XXX followers, XX engagements "Iveco Group 🚛 $IVG.MI put its Defence division (IDV) on the block in Q1 2025 with a goal to simplify the group". Bloomberg (July 10) reports that three binding offers are in place: Leonardo + Rheinmetall 1.6bn; KNDS (Nexter + KMW) 1.9bn; Czechoslovak Group 1.8bn🧵"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1944689308780077372) 2025-07-14 09:23:56 UTC XXX followers, XXX engagements "Upside: $TGEN rides the co-seller arm of a $9bn infrastructure giant into hyperscale projects; 1000 units $60k ASP XX % capture= $12m revenue + $27m service + legacy $25m base= $64m 2026 top-line; XX% blended GM XX% EBIT $XXXX EPS. (11/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1945779262960660658) 2025-07-17 09:35:01 UTC XXX followers, XXX engagements "Support secured: XX % of private warrants; XX % of public warrants. So $ABL on its way to Kill the overhang; live for the rerate; Plot twist: ABL just sued Coventry for alleged defamation so litigation popcorn stays on the menu. Clean cap table clean courtroom. (7/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1943597464713392581) 2025-07-11 09:05:20 UTC XXX followers, XXX engagements "SOTP using FY24 EBIT peer multiple EV in Bn): Truck (542 m X Daimler Truck) XXXX Bus (138 m X Ebusco/VDL) XXXX Powertrain (216 m X Cummins) XXXX Defence XXX Financial Svcs (P/B 1) XXX EV XXXX. Net debt XXX. Equity value 5.1bn 18.5/sh (7/x)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1944689319303631262) 2025-07-14 09:23:58 UTC XXX followers, XX engagements "Sale talks surface: Exor is now sounding out multiple non-European buyers for its XXXX% stake in $IVG.MI; Tata Motors is named as one suitor (Tata and Iveco explored alliances in the mid-2000s); discussions exclude Iveco Defence Vehicles. A few thoughts on the implications. 🧵"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1946212631741673614) 2025-07-18 14:17:04 UTC XXX followers, XXX engagements "$EVO.ST Evolutions Q1-25 headline: XXXXX m revenue (+3.9 % y/y) & XXX m EBITDA (-1.1 % y/y vs IBES XXXXX m)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1917584727562936442) 2025-04-30 14:20:00 UTC XXX followers, XXX engagements "With IDV already drawing competing offers Exor can close the IDV deal first (cash inflow) or lock its price via simultaneous signing then sell the stake to Tata avoiding orphan risk discounts; also would narrow the longstanding conglomerate discount on Iveco shares. (2/4)"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1946212633461309767) 2025-07-18 14:17:05 UTC XXX followers, XX engagements "Bottom line: the dealers edge is intact; the odds are just juicier. If you like value with optionality take a seat at EVOs tablehedge with pricey peers and let the math play out. 🎲 $EVO $EVO.ST"  [@skewangles](/creator/x/skewangles) on [X](/post/tweet/1917584751327863074) 2025-04-30 14:20:06 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@skewangles 😈———-(📐
😈———-(📐 posts on X about iveco, $tgen, $ivgmi, eps the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +158%
- X Months XXXXXX +2,682%
- X Year XXXXXX +729%
Mentions: XX #
Followers: XXX #
- X Week XXX +14%
- X Month XXX +40%
- X Months XXX +67%
- X Year XXX -XX%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence automotive brands finance stocks cryptocurrencies currencies
Social topic influence iveco, $tgen, $ivgmi, eps, $abl, $vrt, daimler truck, bloomberg, iveco group #1, $evost
Top assets mentioned Airbloc (ABL) Vertiv Holdings Co (VRT)
Top Social Posts #
Top posts by engagements in the last XX hours
"$VRT alliance = a call option on the ongoing massive infrastructure build-out. At 4x fEPS w/ positive FCF already in hand the risk-reward remains compellingso long as you believe at least some AI racks will prefer chilled natural gas over yet another transformer upgrade. 🔚"
@skewangles on X 2025-07-17 09:35:02 UTC XXX followers, XX engagements
"Factor lens: top-decile quality + top-decile value rarely show up in the same ticker. Today they dobecause humans (and algorithms) over-react" @skewangles on X 2025-04-30 14:20:05 UTC XXX followers, XX engagements
"Tecogen - $TGEN has two revenue pillars : a) Products natural gas-fueled engine to generate chilled water and hot water b) Services long-term Operations and Maintenance (O&M). Catalyst a pivot from cogeneration into gas-driven chillers for data-centre cooling. 🧵" @skewangles on X 2025-07-17 09:34:57 UTC XXX followers, XXX engagements
"$TGEN Products revenue plunged XX % in 2024 to $XXXX m (plant move) while Services grew XX % to $XXXX m lifting gross margin to XXXX %. The revenue mix is shifting from lumpy equipment sales toward annuity-like Service cashflows; high-margin Service rose to XX % of sales. (2/x)" @skewangles on X 2025-07-17 09:34:58 UTC XXX followers, XXX engagements
"At spot XXXX IVG trades on P/E XXX (EPS 2.09); EV/EBIT XXX (EV XXXX bn; EBIT XXXXX bn); EV/Sales XXXX (Revenue XXXXX bn); Peers: Daimler Truck XX Volvo AB XX Traton X P/E; $IVG.MI Screens in the cheapest decile on a European heavy-vehicle universe. (8/x)" @skewangles on X 2025-07-14 09:23:59 UTC XXX followers, XX engagements
"9/ So what's the mid-term picture Tecan expects to get back to mid- to high-single-digit organic growth as markets normalize. With operating leverage that should mean continued margin improvement. The model works. Next update from $TECN.SW is scheduled on Aug 12" @skewangles on X 2025-07-21 12:05:33 UTC XXX followers, X engagements
"Medium-term (2 yrs) Potential Russell 2000 inclusion once float and share count stabilize Resolution of Coventry lawsuit or short-seller claims Scale benefits as AUM surpasses $X bn; fee-based mix rises Technology licensing of Lapetus platform to third-party underwriters (11/x)" @skewangles on X 2025-07-11 09:05:26 UTC XXX followers, XXX engagements
"Backlog deferred revenue equals XX% of '24 sales highest ratio in a decade. Vertiv pipeline targets 1000 chillers over X years; even a XX % conversion doubles Tecogens historical unit output. Service annuity contracts renew at CPI-plus and carry XX % gross margin; (7/x)" @skewangles on X 2025-07-17 09:35:00 UTC XXX followers, XXX engagements
"2022-24 show Iveco can pull cash from a low-margin mix funding EV pivots without leverage (FCF funds R&D÷nd); mgmt is methodically pruning and partnering evidenced by the Magirus sale and DLL Ford Otosan Stellantis deals; Defence monetisation is the live catalyst (12/x)" @skewangles on X 2025-07-14 09:24:01 UTC XXX followers, XXX engagements
"Abacus Global - $ABL is the only public pure-play alternative-asset manager focused on life-settlement and longevity-linked investing. It acquires in-force life-insurance policies from seniors services those assets and packages the cash-flows into funds for institutions. 🧵" @skewangles on X 2025-07-11 09:05:07 UTC XXX followers, 4659 engagements
"8/ Tariffs: The potential for trade/tariff escalation is a known risk but Tecan estimates the impact in the "mid- to high-single million Swiss franc range" and has US manufacturing to mitigate some of it. Manageable" @skewangles on X 2025-07-21 12:05:32 UTC XXX followers, X engagements
"The playbook: as its management openly compares itself to $TKA.DE marine spin-off playbook stay long $IVG.MI into the IDA carve-out process mark a stop-loss on political interference and be ready to roll gains into a buy-back-fueled EPS reset if mgmt takes the cheque. DYOD 🔚" @skewangles on X 2025-07-14 09:24:01 UTC XXX followers, XX engagements
"7/ Biopharma Recovery: It's showing "early signs." - a phrase that has never ever been used prematurely by a management team I'm sure. However a strong rebound here is the lever for upside in H2" @skewangles on X 2025-07-21 12:05:32 UTC XXX followers, X engagements
"Wait. $XXXX EPS in '26 Aggressive but defensible; $TGEN is piggy-backing on Vertiv global channel announced in March 2025. Inked a global partnership to bolt TGENs gas-powered chillers onto power-constrained AI racks; first XX MW order books this quarter @joinyellowbrick (6/x)" @skewangles on X 2025-07-17 09:34:59 UTC XXX followers, XXX engagements
"10/ The sales dip got investors nervous. But underneath you have a resilient business with fat gross margins a robust balance sheet and a huge installed base driving recurring revenue. Its sector leadership in lab automation well protects its resilient margin buffer position" @skewangles on X 2025-07-21 12:05:33 UTC XXX followers, XX engagements
"Risks: execution risk scaling capex. XX% float held by insiders amplifies volatility. Natural-gas chillers reduce grid load but emit CO; considered transitional technology may cap institutional demand until labelled renewable-ready. $VRT contract isnt exclusive. (10/x)" @skewangles on X 2025-07-17 09:35:01 UTC XXX followers, XX engagements
"$ABL combines fundamental growth w/ a compelling de-SPAC derisking event. A corporate equivalent of a messy desklooks terrible but sometimes the most valuable stuff is buried under yesterdays sticky notes. If the warrant vacuuming works one might rediscover the stapler (12/x)" @skewangles on X 2025-07-11 09:05:31 UTC XXX followers, XXX engagements
"Why sweat X % Because warrants are Chekhovs gun: leave them on stage and theyll shoot your valuation the moment the stock tiptoes near $XXXXX. And cleaning up warrants is prerequisite for any future refinancing index inclusion or general adulting. (6/x)" @skewangles on X 2025-07-11 09:05:19 UTC XXX followers, XXX engagements
"Sum-of-the-parts breakdown: Navigator alone could be worth 1.2B at current multiples Secil adds 500M ETSA 300M Triangle the wildcard at 300M+. Total 2.3B vs. current 1.5B market capclassic value trap or opportunity based on comparable conglomerates. 6/x" @skewangles on X 2025-06-20 13:52:35 UTC XXX followers, XX engagements
"A XXX bn equity cheque equals XXX bn net cash to Iveco after minor taxesabout XX % of current market cap (4.1 bn at 15.5/share) giving ample scope for buybacks or debt-free EV capex. Post-deal Iveco guides '25 EBIT to 850-900m flat/up despite truck softness (6/x)" @skewangles on X 2025-07-14 09:23:58 UTC XXX followers, XX engagements
"Iveco Group 🚛 $IVG.MI put its Defence division (IDV) on the block in Q1 2025 with a goal to simplify the group". Bloomberg (July 10) reports that three binding offers are in place: Leonardo + Rheinmetall 1.6bn; KNDS (Nexter + KMW) 1.9bn; Czechoslovak Group 1.8bn🧵" @skewangles on X 2025-07-14 09:23:56 UTC XXX followers, XXX engagements
"Upside: $TGEN rides the co-seller arm of a $9bn infrastructure giant into hyperscale projects; 1000 units $60k ASP XX % capture= $12m revenue + $27m service + legacy $25m base= $64m 2026 top-line; XX% blended GM XX% EBIT $XXXX EPS. (11/x)" @skewangles on X 2025-07-17 09:35:01 UTC XXX followers, XXX engagements
"Support secured: XX % of private warrants; XX % of public warrants. So $ABL on its way to Kill the overhang; live for the rerate; Plot twist: ABL just sued Coventry for alleged defamation so litigation popcorn stays on the menu. Clean cap table clean courtroom. (7/x)" @skewangles on X 2025-07-11 09:05:20 UTC XXX followers, XXX engagements
"SOTP using FY24 EBIT peer multiple EV in Bn): Truck (542 m X Daimler Truck) XXXX Bus (138 m X Ebusco/VDL) XXXX Powertrain (216 m X Cummins) XXXX Defence XXX Financial Svcs (P/B 1) XXX EV XXXX. Net debt XXX. Equity value 5.1bn 18.5/sh (7/x)" @skewangles on X 2025-07-14 09:23:58 UTC XXX followers, XX engagements
"Sale talks surface: Exor is now sounding out multiple non-European buyers for its XXXX% stake in $IVG.MI; Tata Motors is named as one suitor (Tata and Iveco explored alliances in the mid-2000s); discussions exclude Iveco Defence Vehicles. A few thoughts on the implications. 🧵" @skewangles on X 2025-07-18 14:17:04 UTC XXX followers, XXX engagements
"$EVO.ST Evolutions Q1-25 headline: XXXXX m revenue (+3.9 % y/y) & XXX m EBITDA (-1.1 % y/y vs IBES XXXXX m)" @skewangles on X 2025-04-30 14:20:00 UTC XXX followers, XXX engagements
"With IDV already drawing competing offers Exor can close the IDV deal first (cash inflow) or lock its price via simultaneous signing then sell the stake to Tata avoiding orphan risk discounts; also would narrow the longstanding conglomerate discount on Iveco shares. (2/4)" @skewangles on X 2025-07-18 14:17:05 UTC XXX followers, XX engagements
"Bottom line: the dealers edge is intact; the odds are just juicier. If you like value with optionality take a seat at EVOs tablehedge with pricey peers and let the math play out. 🎲 $EVO $EVO.ST" @skewangles on X 2025-04-30 14:20:06 UTC XXX followers, XXX engagements