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# ![@tomppajo Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1421069607604002822.png) @tomppajo tomppa

tomppa posts on X about $alfen, $prymi, finland, netherlands the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1421069607604002822/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1421069607604002822/c:line/m:interactions.svg)

- [--] Week [-----] +227%
- [--] Month [---------] +293,866%
- [--] Months [---------] +27,386%
- [--] Year [---------] +24,292%

### Mentions: [--] [#](/creator/twitter::1421069607604002822/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1421069607604002822/c:line/m:posts_active.svg)

- [--] Week [--] +81%
- [--] Month [---] +113%
- [--] Months [---] +61%
- [--] Year [---] +146%

### Followers: [---] [#](/creator/twitter::1421069607604002822/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1421069607604002822/c:line/m:followers.svg)

- [--] Week [---] +1.50%
- [--] Month [---] +4.30%
- [--] Months [---] +19%
- [--] Year [---] +35%

### CreatorRank: [---------] [#](/creator/twitter::1421069607604002822/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1421069607604002822/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  23.85% [countries](/list/countries)  22.02% [stocks](/list/stocks)  7.34% [technology brands](/list/technology-brands)  4.59% [automotive brands](/list/automotive-brands)  3.67% [currencies](/list/currencies)  2.75% [social networks](/list/social-networks)  1.83% [luxury brands](/list/luxury-brands)  1.83%

**Social topic influence**
[$alfen](/topic/$alfen) 23.85%, [$prymi](/topic/$prymi) #1, [finland](/topic/finland) 6.42%, [netherlands](/topic/netherlands) 6.42%, [market](/topic/market) 5.5%, [$nexpa](/topic/$nexpa) 4.59%, [$enrde](/topic/$enrde) #10, [money](/topic/money) 4.59%, [$6501t](/topic/$6501t) #74, [at least](/topic/at-least) 3.67%

**Top accounts mentioned or mentioned by**
[@oysteinbarmen](/creator/undefined) [@fibonazzo](/creator/undefined) [@johnie36149708](/creator/undefined) [@tuohenpolttaja](/creator/undefined) [@olvehe](/creator/undefined) [@capitalvalor](/creator/undefined) [@edark94](/creator/undefined) [@inatailhedged](/creator/undefined) [@formfollowsfctn](/creator/undefined) [@secrets4stocks](/creator/undefined) [@unnajasnoop](/creator/undefined) [@ovevapaalla](/creator/undefined) [@cowboybeeshop](/creator/undefined) [@chamath](/creator/undefined) [@praneshbuilds](/creator/undefined) [@peltiheikki81](/creator/undefined) [@yimbyland](/creator/undefined) [@desatcap](/creator/undefined) [@jay21](/creator/undefined) [@onlyfol35201188](/creator/undefined)

**Top assets mentioned**
[GE Vernova Inc. (GEV)](/topic/$gev) [UL Solutions Inc. (ULS)](/topic/$uls)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Finally listening to recent earnings calls. I'm a bit surprised that Nexans has sold off after the US elections. $NEX.PA"  
[X Link](https://x.com/tomppajo/status/1856333855097045066)  2024-11-12T13:50Z [---] followers, [---] engagements


"Was going to listen to Prysmian call next but now I really really want to hear what Siemens has to say. $ENR.DE Was planning to buy some Nexans calls if the price drop continues but it seems like this stopped it. or maybe it's something else"  
[X Link](https://x.com/tomppajo/status/1856662442077520060)  2024-11-13T11:36Z [---] followers, [---] engagements


"$GEV $ENR.DE $6501.T lol. Should have just bought all of them. πŸ˜‚πŸ₯Ή https://t.co/E2BhAr2eOX lol. Should have just bought all of them. πŸ˜‚πŸ₯Ή https://t.co/E2BhAr2eOX"  
[X Link](https://x.com/tomppajo/status/2021531362919129204)  2026-02-11T10:26Z [---] followers, [---] engagements


"European ports must do more to meet shore power targets https://swzmaritime.nl/news/2025/07/18/european-ports-must-do-more-to-meet-shore-power-targets/ https://swzmaritime.nl/news/2025/07/18/european-ports-must-do-more-to-meet-shore-power-targets/"  
[X Link](https://x.com/tomppajo/status/2022211454200664275)  2026-02-13T07:29Z [---] followers, [---] engagements


"So talking about the right story. Actually found a company that specializes in shore-to-ship power. Cavotec $CCC.ST Earnings next week. European ports slow to install shore power ahead of [----] deadline study shows https://t.co/wiP5gXI4ME European ports slow to install shore power ahead of [----] deadline study shows https://t.co/wiP5gXI4ME"  
[X Link](https://x.com/tomppajo/status/2021971299396976680)  2026-02-12T15:34Z [---] followers, [---] engagements


"Just four of Europes thirty biggest ports have invested in at least half of shoreside electric infrastructure required by [----] finds a study carried out by DNV on behalf of T&E. https://x.com/i/status/2022211454200664275 European ports must do more to meet shore power targets https://t.co/PGkpQ3nHPR https://x.com/i/status/2022211454200664275 European ports must do more to meet shore power targets https://t.co/PGkpQ3nHPR"  
[X Link](https://x.com/tomppajo/status/2022211797047292301)  2026-02-13T07:30Z [---] followers, [---] engagements


"$ENR.DE: "High level grid solutions orders including HVDC order from Italy" Must be good for $PRY.MI right So decided to increase my $PRY.MI and $NEX.PA positions and bought some out of money calls that expire in May. NKT was left out of this gamble as they don't have manufacturing in US. So decided to increase my $PRY.MI and $NEX.PA positions and bought some out of money calls that expire in May. NKT was left out of this gamble as they don't have manufacturing in US"  
[X Link](https://x.com/tomppajo/status/1788082085502099602)  2024-05-08T05:42Z [---] followers, [---] engagements


""Recyclable wind turbine blade." 🀯 $ENR.DE"  
[X Link](https://x.com/tomppajo/status/1856670473897017854)  2024-11-13T12:08Z [---] followers, [---] engagements


"ps. thus far I have only bought $RAUTE from OMX Helsinki"  
[X Link](https://x.com/tomppajo/status/1912831949590134912)  2025-04-17T11:34Z [---] followers, [---] engagements


"Nexans already big position for me but maybe I should size up also NKT and Prysmian. $NEX.PA $PRY.MI $NKT.CO"  
[X Link](https://x.com/tomppajo/status/1920825247038623902)  2025-05-09T12:56Z [---] followers, [---] engagements


"Flip flopping hard and bought long dated calls on Solvay. $SOLB.BR Tbh. I wasn't aware of this. so I guess project "margin reduction" shall continue for now and I'll probably sell Solvay at a loss. $SOLB.BR https://t.co/TEcELWnCpR Tbh. I wasn't aware of this. so I guess project "margin reduction" shall continue for now and I'll probably sell Solvay at a loss. $SOLB.BR https://t.co/TEcELWnCpR"  
[X Link](https://x.com/tomppajo/status/1932412501959774232)  2025-06-10T12:20Z [---] followers, [---] engagements


"ps. Sorry guys but this sounds like self caused issue. https://nltimes.nl/2025/04/21/nitrogen-impasse-putting-317-construction-projects-power-grid-expansion-risk https://nltimes.nl/2025/04/21/nitrogen-impasse-putting-317-construction-projects-power-grid-expansion-risk"  
[X Link](https://x.com/tomppajo/status/1944438351748100142)  2025-07-13T16:46Z [---] followers, [---] engagements


"For anyone interested. UL Solutions $ULS is very similar to Intertek which is used here as an example about "agency model". Basically want to sell electrical equipment in US Better have UL mark on it They IPO'd last year pity I didn't notice it until about a month ago"  
[X Link](https://x.com/tomppajo/status/1953878510314942811)  2025-08-08T17:58Z [---] followers, [---] engagements


"So just to clarify again John Robins' involvement is good right $FFOX.V "John Robins has joined the company in an advisory capacity." https://x.com/JRMiningIntel/status/1964985836539154939s=19 FireFox Gold Provides a Summary of Upcoming Work at its Mustajrvi Sarvi and Jeesi Projects along with a Corporate Update - $FFOX.V $FFOXF.US CEOCA Breaking News https://t.co/hIMGm5KkuD https://x.com/JRMiningIntel/status/1964985836539154939s=19 FireFox Gold Provides a Summary of Upcoming Work at its Mustajrvi Sarvi and Jeesi Projects along with a Corporate Update - $FFOX.V $FFOXF.US CEOCA Breaking News"  
[X Link](https://x.com/tomppajo/status/1964987309226639573)  2025-09-08T09:40Z [---] followers, [---] engagements


"Earlier $SBSW tweet about taxation in Finland got surprising amount of buzz. The story continues: Kevitsa mine manager: quadrupling mining mineral tax threatens to end nickel production across Europe $BOL.ST https://www.lapinkansa.fi/kevitsan-kaivoksen-johtaja-kaivosmineraaliveron-ne/11783663 https://www.lapinkansa.fi/kevitsan-kaivoksen-johtaja-kaivosmineraaliveron-ne/11783663"  
[X Link](https://x.com/tomppajo/status/1971506821597897103)  2025-09-26T09:27Z [---] followers, [---] engagements


"Indonesi stopping some kickel mining operations. Maybe it's not over for Kevitsa after all $BOL.ST "Indonesia stops nickel mining operations at top tourist diving destination" - I'm paying attention. https://t.co/V2jHR3mCAK "Indonesia stops nickel mining operations at top tourist diving destination" - I'm paying attention. https://t.co/V2jHR3mCAK"  
[X Link](https://x.com/tomppajo/status/1973671237210734620)  2025-10-02T08:47Z [---] followers, [---] engagements


"How Brussels writes so many laws - Explaining Europes extraordinary legal productivity https://www.siliconcontinent.com/p/how-brussels-writes-so-many-lawsutm_campaign=post&utm_medium=email&triedRedirect=true https://www.siliconcontinent.com/p/how-brussels-writes-so-many-lawsutm_campaign=post&utm_medium=email&triedRedirect=true"  
[X Link](https://x.com/tomppajo/status/1996907179111338413)  2025-12-05T11:39Z [---] followers, [--] engagements


"Now how do we turn regulation into exportable good $ULS seems to be good at it which is crazy because that is US company. 🀯"  
[X Link](https://x.com/tomppajo/status/1996907982400172432)  2025-12-05T11:42Z [---] followers, [---] engagements


"About that new mining tax in Finland: At Kevitsa the increase in mining tax is expected to increase costs by EUR 20-30 m. The copper grade will increase to 0.24% while the nickel grade and throughput will remain the same as this year. $BOL.ST Boliden guidance for [----] https://t.co/aQsQfL3jjC Boliden guidance for [----] https://t.co/aQsQfL3jjC"  
[X Link](https://x.com/tomppajo/status/1996944071462388063)  2025-12-05T14:05Z [---] followers, [---] engagements


"Good also for Boliden $BOL.ST https://x.com/i/status/1999099909664858183 When Boliden plans for the future Sweden is prioritized over Finland. The outlook for the expansion of the Kevitsa mine is uncertain due to increased mining taxes in Finland. That project is in a bad situation says Boliden's CEO Mikael Staffas. https://t.co/78tTm4WQYB https://x.com/i/status/1999099909664858183 When Boliden plans for the future Sweden is prioritized over Finland. The outlook for the expansion of the Kevitsa mine is uncertain due to increased mining taxes in Finland. That project is in a bad situation says"  
[X Link](https://x.com/tomppajo/status/2000170379940442196)  2025-12-14T11:45Z [---] followers, [---] engagements


"So I bought $ALFEN hoping to get a bounce now that tax loss selling is over. Another one I bought with similar idea is $RSGN.SW. Then I ran out of money. Might also hold for a longer time. πŸ€·β™‚ $ALFEN https://t.co/rDZlOiLqWu $ALFEN https://t.co/rDZlOiLqWu"  
[X Link](https://x.com/tomppajo/status/2006692110188347682)  2026-01-01T11:40Z [---] followers, [---] engagements


"Maybe the dump was indeed a bit exaggerated in $RSGN.SW. So I bought $ALFEN hoping to get a bounce now that tax loss selling is over. Another one I bought with similar idea is $RSGN.SW. Then I ran out of money. Might also hold for a longer time. πŸ€·β™‚ So I bought $ALFEN hoping to get a bounce now that tax loss selling is over. Another one I bought with similar idea is $RSGN.SW. Then I ran out of money. Might also hold for a longer time. πŸ€·β™‚"  
[X Link](https://x.com/tomppajo/status/2018598822684090595)  2026-02-03T08:13Z [---] followers, [---] engagements


"ps. I did turn both $ALFEN (via leaps) and $RSGN.SW into long term plays because European nations keep on building renewables. https://x.com/i/status/2018264921809551387 It is clear that in the long term only grid expansion can help improve grid connection capacities Andreae said. https://t.co/bgRToQcCyK https://x.com/i/status/2018264921809551387 It is clear that in the long term only grid expansion can help improve grid connection capacities Andreae said. https://t.co/bgRToQcCyK"  
[X Link](https://x.com/tomppajo/status/2018599428307943801)  2026-02-03T08:16Z [---] followers, [---] engagements


"Industrial shitco you say Might I suggest Reka Industrials Used to make cables then sold that to Nexans and now produces rubber for various industries. Plenty of cash so might give chunky dividend. Finns looooooooove dividends so the share price should jump if that happens. Macro data and price action telling us something. We're prob in an early cycle recovery. Tons of asymmetry in industrial shitcos. Question is what to buy. https://t.co/0FBFmwBF8g Macro data and price action telling us something. We're prob in an early cycle recovery. Tons of asymmetry in industrial shitcos. Question is"  
[X Link](https://x.com/tomppajo/status/2019053691844579777)  2026-02-04T14:21Z [---] followers, [---] engagements


"@Fibonazzo Kyttkohteita lytyy ainakin mrist en tied. https://x.com/i/status/2015775509490151869 All I can see is https://t.co/2EPhqoYLgh https://x.com/i/status/2015775509490151869 All I can see is https://t.co/2EPhqoYLgh"  
[X Link](https://x.com/tomppajo/status/2021844047468372448)  2026-02-12T07:09Z [---] followers, [----] engagements


"@tuohenpolttaja @UnnajaSnoop @Fibonazzo Mulla on IBKR:n kautta. Ehk toi nimimuutos sekoittaa"  
[X Link](https://x.com/tomppajo/status/2021857842773266940)  2026-02-12T08:04Z [---] followers, [--] engagements


"@ove_vapaalla Tuossa on kahvassa joku anturi joka tunnistaa vastuksen (ylmki lumi muta yms.) ja alkaa pyritt renkaita. Alamess sitten taasen jarruttelee. Cybexilt tuli mys tuplarattaat joissa on kaasukahva"  
[X Link](https://x.com/tomppajo/status/2022036459851854142)  2026-02-12T19:53Z [---] followers, [---] engagements


"@Johnie36149708 @olvehe $ULS"  
[X Link](https://x.com/tomppajo/status/2022553782966534354)  2026-02-14T06:09Z [---] followers, [--] engagements


"Also bought some Solvay as Piotr sent me down a rabbit hole. - Caremag (owned by Carester) is building REE refinery in France. - Carester has formed strategic partnership with Solvay. - April 8th Solvay inaugurated REE production in La Rochelle $SOLB.BR https://x.com/rekurencja/status/1909563986875461762s=19 @tomppajo @cowboybeeshop @chamath Japan (JOGMEC connection) and/or a new refinery in France https://t.co/iaTaaO24Ok They are a development stage company so there is time for them and JOGMEC to settle on a final picture https://x.com/rekurencja/status/1909563986875461762s=19 @tomppajo"  
[X Link](https://x.com/tomppajo/status/1910256469863182597)  2025-04-10T09:00Z [---] followers, [---] engagements


"Tbh. I wasn't aware of this. so I guess project "margin reduction" shall continue for now and I'll probably sell Solvay at a loss. $SOLB.BR https://x.com/KobeissiLetter/status/1910360040768160122s=19 The market is now realizing that we still have: [--]. 10% baseline tariffs on all countries globally [--]. 25% tariffs on automobile imports to the US [--]. 25% tariffs on steel and aluminum tariffs [--]. 25% tariffs on imports from Canada and Mexico [--]. 145% tariffs on imports from https://x.com/KobeissiLetter/status/1910360040768160122s=19 The market is now realizing that we still have: [--]. 10% baseline"  
[X Link](https://x.com/tomppajo/status/1910584392830898334)  2025-04-11T06:43Z [---] followers, [---] engagements


"Andritz Ansaldo Energia Doosan (and/or DoosanSkoda) EthosEnergy GE Vernova Mitsubishi Siemens Energy Just to name a few. Real high tech stuff so I understand the struggle with limited manufacturing if you are looking to source from US. I'm raising. DM's open https://t.co/BAWtVFUiy6 I'm raising. DM's open https://t.co/BAWtVFUiy6"  
[X Link](https://x.com/tomppajo/status/1998357714037256240)  2025-12-09T11:43Z [---] followers, [---] engagements


"And now Prysmian crossed [---] per share while I'm on the sideline muttering about growth and valuations. $PRY.MI I bought some Prysmian puts to express my pessimism about their growth. Earnings tomorrow. $PRY.MI I bought some Prysmian puts to express my pessimism about their growth. Earnings tomorrow. $PRY.MI"  
[X Link](https://x.com/tomppajo/status/2018595159576080626)  2026-02-03T07:59Z [---] followers, [---] engagements


"@praneshbuilds I dont give financial advice @praneshbuilds I dont give financial advice"  
[X Link](https://x.com/tomppajo/status/2021471000135868561)  2026-02-11T06:26Z [---] followers, [---] engagements


"Really need to get this to my skull. πŸ‘IFπŸ‘THEπŸ‘STORYπŸ‘ISπŸ‘RIGHTπŸ‘VALUATIONπŸ‘DOESN'TπŸ‘MATTERπŸ‘ Example 1: $GEV $ENR.DE $6501.T https://t.co/m3wQZuBvG3 $GEV $ENR.DE $6501.T https://t.co/m3wQZuBvG3"  
[X Link](https://x.com/tomppajo/status/2021537090220204507)  2026-02-11T10:49Z [---] followers, [---] engagements


"Example 2: https://x.com/i/status/2018595159576080626 And now Prysmian crossed [---] per share while I'm on the sideline muttering about growth and valuations. $PRY.MI https://t.co/RihEkV9rqo https://x.com/i/status/2018595159576080626 And now Prysmian crossed [---] per share while I'm on the sideline muttering about growth and valuations. $PRY.MI https://t.co/RihEkV9rqo"  
[X Link](https://x.com/tomppajo/status/2021537092220952705)  2026-02-11T10:49Z [---] followers, [--] engagements


"Really like this slide from $ALFEN"  
[X Link](https://x.com/tomppajo/status/2021551173921394809)  2026-02-11T11:45Z [---] followers, [---] engagements


"Polish companies are expanding into Western Europe and Germany is a prime target https://t.co/SmiPmyAsGp Polish companies are expanding into Western Europe and Germany is a prime target https://t.co/SmiPmyAsGp"  
[X Link](https://x.com/tomppajo/status/2021685011687059633)  2026-02-11T20:37Z [---] followers, [---] engagements


"I have ko idea what any of that means but the market seems to like it. πŸ€— $ERE.AX (formerly $PRS.AX)"  
[X Link](https://x.com/tomppajo/status/2021803281190658204)  2026-02-12T04:27Z [---] followers, [---] engagements


"RT @peltiheikki81: https://www.perhonjokilaakso.fi/artikkeli/keliberin-kaivos-kaynnistyy-tanaan-kaustisella-ensimmainen-rajaytys-malmikentalla https://www.perhonjokilaakso.fi/artikkeli/keliberin-kaivos-kaynnistyy-tanaan-kaustisella-ensimmainen-rajaytys-malmikentalla"  
[X Link](https://x.com/anyuser/status/2021803732762051015)  2026-02-12T04:29Z [---] followers, [--] engagements


"RT @YIMBYLAND: Any project that is not treated within a few weeks or months will be regarded approved automatically. Are we back IM T"  
[X Link](https://x.com/tomppajo/status/2021805934964613128)  2026-02-12T04:37Z [---] followers, [--] engagements


"Was looking at this literally yesterday but didn't realize they were going to report. πŸ˜… Picks and shovels play for gas turbines and generators. $SIF SIF - solid steady growth SIFCO Industries Inc. first Q of fiscal [----] which ended Dec. [--] [----]. Sales grow 14.8% to $24.0 million Net income first Q of fiscal [----] was $1.8 million or $0.29 per diluted share. compared with net loss of $2.4 million or $(0.40) per share SIF - solid steady growth SIFCO Industries Inc. first Q of fiscal [----] which ended Dec. [--] [----]. Sales grow 14.8% to $24.0 million Net income first Q of fiscal [----] was $1.8"  
[X Link](https://x.com/tomppajo/status/2021850250793681376)  2026-02-12T07:33Z [---] followers, [---] engagements


"https://x.com/i/status/2021857700561224035 Yesterday neodymium oxide prices rose 12.50% and 8.89% respectively. In Rotterdam the quoted price stands at $245/kg In China the last quote was $180/kg. https://t.co/2TTETOSoO1 https://x.com/i/status/2021857700561224035 Yesterday neodymium oxide prices rose 12.50% and 8.89% respectively. In Rotterdam the quoted price stands at $245/kg In China the last quote was $180/kg. https://t.co/2TTETOSoO1"  
[X Link](https://x.com/tomppajo/status/2021861316646797624)  2026-02-12T08:17Z [---] followers, [---] engagements


"Need to recalculate the value of that tailings dump https://x.com/i/status/2005218885285597615 ps. as Korsns is old mine some stuff is already above ground. Now what is the value of that I tried to calculate but don't believe the result. $ERE.AX https://t.co/s70uczP4oP https://t.co/hVHj8khJfA https://x.com/i/status/2005218885285597615 ps. as Korsns is old mine some stuff is already above ground. Now what is the value of that I tried to calculate but don't believe the result. $ERE.AX https://t.co/s70uczP4oP https://t.co/hVHj8khJfA"  
[X Link](https://x.com/tomppajo/status/2021861466710696161)  2026-02-12T08:18Z [---] followers, [---] engagements


"Growth disappointed little bit lower and will start to get interesting. $AQ.ST Love to see AQ growing their trafo manufacturing capacity given the demand should still be there. 😍 $AQ.ST https://t.co/0RwEJEP7Xb https://t.co/Md8ODwTHUS Love to see AQ growing their trafo manufacturing capacity given the demand should still be there. 😍 $AQ.ST https://t.co/0RwEJEP7Xb https://t.co/Md8ODwTHUS"  
[X Link](https://x.com/tomppajo/status/2021957183114813620)  2026-02-12T14:38Z [---] followers, [---] engagements


"ps. good luck Rotterdam https://x.com/i/status/1944245583146889504 Netherlands rations electricity to ease power grid stresses https://t.co/hqNs0uiciI https://x.com/i/status/1944245583146889504 Netherlands rations electricity to ease power grid stresses https://t.co/hqNs0uiciI"  
[X Link](https://x.com/tomppajo/status/2022222190851297436)  2026-02-13T08:11Z [---] followers, [--] engagements


"@Johnie36149708 @olvehe btw. that's AMERICAN REGULATION the best kind of regulation. Monopoly on fire and electrical safety regulation for electrical and Electronic devices in USA. Want to sell something in US Better get that UL mark on it"  
[X Link](https://x.com/tomppajo/status/2022554308219195760)  2026-02-14T06:11Z [---] followers, [--] engagements


"$ALFEN easy price action. Expecting up this year. https://t.co/Tg90CRBVzr $ALFEN easy price action. Expecting up this year. https://t.co/Tg90CRBVzr"  
[X Link](https://x.com/tomppajo/status/2009256786663027175)  2026-01-08T13:32Z [---] followers, [---] engagements


"COPPER GAINS AS MUCH AS 4.2% AFTER CHINA STOCKPILE PLAN - BBG . . . I friggin hope this time is different. Went to a museum "Muisti" the other day. They had highlighted some lesser known topics that today are considered as part of the escalations which eventually that led to WW2. https://t.co/jC08buEsJV Went to a museum "Muisti" the other day. They had highlighted some lesser known topics that today are considered as part of the escalations which eventually that led to WW2. https://t.co/jC08buEsJV"  
[X Link](https://x.com/tomppajo/status/2018615795061002253)  2026-02-03T09:21Z [---] followers, [---] engagements


"@Johnie36149708 More recent: Stora Enso Turns Lignin into a European Battery Breakthrough https://www.paperadvance.com/bioeconomy/biomaterials/stora-enso-turns-lignin-into-a-european-battery-breakthrough.html https://www.paperadvance.com/bioeconomy/biomaterials/stora-enso-turns-lignin-into-a-european-battery-breakthrough.html"  
[X Link](https://x.com/tomppajo/status/2018966640147521540)  2026-02-04T08:35Z [---] followers, [--] engagements


"During last week I started to get the view that Europe will survive this energy crisis but as talk is cheap today I put some money on that view and bought: Basf $BAS.DE $BASFY Covestro $1COV Fortum $FORTUM Uniper $UN01.DE At the moment these represent 8% of my portfolio. @DesatCap @jay_21_ @CapitalValor @OnlyFol35201188 Talk is cheap so I do want to put some money also on that bet although it is still a bit open how to go. Also @Edark94 has been talking about that for some time now I am leaning towards just copy-catting his ideas mainly BASF Fortum and Uniper. @DesatCap @jay_21_ @CapitalValor"  
[X Link](https://x.com/tomppajo/status/1564267913028243457)  2022-08-29T15:05Z [---] followers, [--] engagements


"@InaTailHedged From Europe I am currently interested in Porsche Holding but that is not a play on the energy topic. Purely how the market values it after the actual Porsche IPOs at a very good valuation. https://x.com/AtlanticLion/status/1563188021754597379 https://x.com/AtlanticLion/status/1563188021754597379"  
[X Link](https://x.com/tomppajo/status/1566653647932559362)  2022-09-05T05:05Z [---] followers, [--] engagements


"@FormFollowsFctn Yeah ABB Siemens GE Hitachi et. al. seem to be on every list that I have found concerning smart grid or electrical grid"  
[X Link](https://x.com/tomppajo/status/1608027712618221569)  2022-12-28T09:10Z [---] followers, [--] engagements


"@FormFollowsFctn Although I have also managed to find some more pure play ideas. HVDC cables: - Nexans $NEXNY / $NEX.PA - Prysmian $PRYMY / $PRY.MI Smart grids / storage: - Alfen $ALFEN - Stem $STEM - Merus Power $MERUS"  
[X Link](https://x.com/tomppajo/status/1608027992659312640)  2022-12-28T09:12Z [---] followers, [---] engagements


"@LiveSquawk Dear people @LiveSquawk you got the wrong ticker here. Should be $P911 $DRPRF or $DRPRY https://x.com/LiveSquawk/status/1653643281543098369 $PAH3 Porsche Q1 [--] Earnings: - Rev EU10.1B (est EU10.06B) - Oper Profit EU1.84B (est EU1.92B) - Sees FY Rev EU40B TO EU42B (est EU40.78B) https://x.com/LiveSquawk/status/1653643281543098369 $PAH3 Porsche Q1 [--] Earnings: - Rev EU10.1B (est EU10.06B) - Oper Profit EU1.84B (est EU1.92B) - Sees FY Rev EU40B TO EU42B (est EU40.78B)"  
[X Link](https://x.com/tomppajo/status/1653652814139097089)  2023-05-03T06:48Z [---] followers, [---] engagements


"Gridlock: how a lack of power lines will delay the age of renewables https://www.ft.com/content/a3be0c1a-15df-4970-810a-8b958608ca0f https://www.ft.com/content/a3be0c1a-15df-4970-810a-8b958608ca0f"  
[X Link](https://x.com/tomppajo/status/1668114838361440258)  2023-06-12T04:35Z [---] followers, [---] engagements


"I'd say that is bullish for cable producers. $PRY.MI $PRYMY $NKT $NEX.PA"  
[X Link](https://x.com/tomppajo/status/1668143116224802821)  2023-06-12T06:28Z [---] followers, [---] engagements


"Narrator: it also wasn't bullish $STERV *Demand for consumer board is expected to be weaker *Demand for containerboard is expected to stabilise at low levels *Destocking continues *Demand for corrugated packaging is expected to be stronger but lower than the normal seasonal peak @CapitalValor Paper and board demand good in Asia I guess at least not bearish for packaging. https://t.co/8rUQGx0iWq @CapitalValor Paper and board demand good in Asia I guess at least not bearish for packaging. https://t.co/8rUQGx0iWq"  
[X Link](https://x.com/tomppajo/status/1682316736756871170)  2023-07-21T09:09Z [---] followers, [---] engagements


"Fortum and Norsk Hydro seem to have power plants close to interconnectors to UK and Central Europe. πŸ€” $FORTUM $NHY.OL Nordics to double power exports in [----] y-o-y The Nordics were able to boost exports because of an increased domestic power balance caused by more rain the launch of Finlands [---] GW Olkiluoto [--] nuclear reactor in April and increased renewables capacity https://t.co/06zNYGfA6M Nordics to double power exports in [----] y-o-y The Nordics were able to boost exports because of an increased domestic power balance caused by more rain the launch of Finlands [---] GW Olkiluoto [--] nuclear"  
[X Link](https://x.com/tomppajo/status/1690984965867982848)  2023-08-14T07:13Z [---] followers, [---] engagements


"Thus far not disappointed"  
[X Link](https://x.com/tomppajo/status/1856669584792736127)  2024-11-13T12:04Z [---] followers, [---] engagements


"https://x.com/DeItaone/status/1881759598924968265s=19 *TRUMP SET TO ANNOUNCE INVESTMENT ON AI INFRASTRUCTURE: CBS https://x.com/DeItaone/status/1881759598924968265s=19 *TRUMP SET TO ANNOUNCE INVESTMENT ON AI INFRASTRUCTURE: CBS"  
[X Link](https://x.com/tomppajo/status/1881771866865668525)  2025-01-21T18:32Z [---] followers, [---] engagements


""In Europe many of the stocks hit record highs." Prysmian was mentioned among those companies as last year they bought Encore Wire. $PRY.MI $PRYMY https://www.reuters.com/markets/europe/europes-industrial-stocks-rally-trumps-ai-investment-push-2025-01-22/ https://www.reuters.com/markets/europe/europes-industrial-stocks-rally-trumps-ai-investment-push-2025-01-22/"  
[X Link](https://x.com/tomppajo/status/1882420911162413149)  2025-01-23T13:31Z [---] followers, [---] engagements


"@Alexsei88 Tomralla varmaan tarkoitetaan tuota Norjaan listattua $TOM.OL"  
[X Link](https://x.com/tomppajo/status/1887107974226714906)  2025-02-05T11:56Z [---] followers, [--] engagements


"These headlines make me want to give $ALFEN one more chance Battery storage: a quiet revolution in the energy industry https://t.co/cHizCFWwAX Battery storage: a quiet revolution in the energy industry https://t.co/cHizCFWwAX"  
[X Link](https://x.com/tomppajo/status/1894389698056872284)  2025-02-25T14:11Z [---] followers, [---] engagements


"I capitulated and bought back some Prysmian $PRY.MI shares but only like 30% of my earlier position as it is still more expensive than the other two (public) European producers"  
[X Link](https://x.com/tomppajo/status/1910239375864013073)  2025-04-10T07:52Z [---] followers, [---] engagements


"https://x.com/ReutersBiz/status/1916881387887452384s=19 Schneider Electric cuts margin outlook on market volatility https://t.co/x6MYW0uO75 https://t.co/x6MYW0uO75 https://x.com/ReutersBiz/status/1916881387887452384s=19 Schneider Electric cuts margin outlook on market volatility https://t.co/x6MYW0uO75 https://t.co/x6MYW0uO75"  
[X Link](https://x.com/tomppajo/status/1917066894474956986)  2025-04-29T04:02Z [---] followers, [---] engagements


"Really should have fought off the bad feeling. 😭 $ALFEN https://x.com/tomppajo/status/1894389698056872284s=19 These headlines make me want to give $ALFEN one more chance https://x.com/tomppajo/status/1894389698056872284s=19 These headlines make me want to give $ALFEN one more chance"  
[X Link](https://x.com/tomppajo/status/1920825776804442303)  2025-05-09T12:58Z [---] followers, [----] engagements


"Was already getting quite a FOMO. $ALFEN Really should have fought off the bad feeling. 😭 $ALFEN https://t.co/ekBWagShH4 https://t.co/35mgS6oDHl Really should have fought off the bad feeling. 😭 $ALFEN https://t.co/ekBWagShH4 https://t.co/35mgS6oDHl"  
[X Link](https://x.com/tomppajo/status/1922253391821959198)  2025-05-13T11:31Z [---] followers, [---] engagements


"@dutch_hardstyle I hope not because I will probably buy in before that πŸ˜† Was just reading about TenneT's capex plans and got interested. $ALFEN "TenneT Netherlands faces a steep acceleration in capex in 2025-2027 with about [--] billion to be invested on average in the Dutch grid annually""  
[X Link](https://x.com/tomppajo/status/1922256470541791722)  2025-05-13T11:43Z [---] followers, [---] engagements


"Anybody know any Dutch companies providing battery and grid solutions https://x.com/montelnews/status/1923303998473331175s=19 The Netherlands is facing increased risk of blackouts from [----] onwards unless the government promotes investments in battery storage and demand-side response mechanisms Dutch TSO Tennet said on Thursday. https://t.co/0OZ0xJ8o60 https://x.com/montelnews/status/1923303998473331175s=19 The Netherlands is facing increased risk of blackouts from [----] onwards unless the government promotes investments in battery storage and demand-side response mechanisms Dutch TSO Tennet"  
[X Link](https://x.com/tomppajo/status/1923798640172138812)  2025-05-17T17:51Z [---] followers, [---] engagements


"So I'm assuming there will be more projects now as the law has been amended. $MERUS as one beneficiary https://x.com/tomppajo/status/1924366555174809756s=19 And while on the topic of energy storage. $MERUS.HE One of Finland's largest energy storage facilities commissioned in Lappeenranta Merus Power's EUR [--] million delivery completed https://t.co/F4zYSKT4j5 https://x.com/tomppajo/status/1924366555174809756s=19 And while on the topic of energy storage. $MERUS.HE One of Finland's largest energy storage facilities commissioned in Lappeenranta Merus Power's EUR [--] million delivery completed"  
[X Link](https://x.com/tomppajo/status/1926562238573261180)  2025-05-25T08:53Z [---] followers, [--] engagements


"At least for us that slippage has slowed down investment decisions in hybrid power plants says Mika Jantunen CTO of Ilmatar. $ALFEN another beneficiary as in the past they have done projects with Ilmatar ps. haven't checked if there were issues. https://x.com/RenewableSearch/status/1674829294659567617s=19 Via ESN: " Glennmont Ilmatar and Alfen to develop 30MW BESS in Finland: Construction has begun on a 30MW battery energy storage system (BESS) in Finland developed by Glennmont Partners local IPP Ilmatar and " #EnergyStorage #Energy #BatteryStorage https://t.co/nCDFH0r1uF"  
[X Link](https://x.com/tomppajo/status/1926562873062351239)  2025-05-25T08:55Z [---] followers, [---] engagements


"To Finland https://x.com/tomppajo/status/1926561826768068797s=19 In Finland energy companies have as many as [---] hybrids in the planning pipeline for various parts of Finland by [----]. https://t.co/hsAtLwcyWK https://x.com/tomppajo/status/1926561826768068797s=19 In Finland energy companies have as many as [---] hybrids in the planning pipeline for various parts of Finland by [----]. https://t.co/hsAtLwcyWK"  
[X Link](https://x.com/tomppajo/status/1927312075027554652)  2025-05-27T10:33Z [---] followers, [---] engagements


"Last week I caved in to fomo and now again own $ALFEN (surely 3rd time's the charm) and also bought some $MERUS.HE. Completely unrelated to Montel's podcast. 🀫 https://x.com/montelnews/status/1928369856958632331s=19 The Iberian blackout is unlikely to spur the construction of new Spain-France interconnectors as no country should have to rely on its neighbours for grid stability an analyst said on Montels weekly Plugged In podcast. https://t.co/dijd4TCPe5 https://x.com/montelnews/status/1928369856958632331s=19 The Iberian blackout is unlikely to spur the construction of new Spain-France"  
[X Link](https://x.com/tomppajo/status/1929475951903035654)  2025-06-02T09:51Z [---] followers, [---] engagements


"So batteries 'eh $MERUS $ALFEN Just last week ERCOT leadership told the Board that Texas has added [-----] megawatts of power in the last year: "most of it from solar and batteries" and "that puts us in a better position." How much better One year ago: 16.3% chance of energy emergencies. Today: 0.48%. https://t.co/XY5geoEaoU Just last week ERCOT leadership told the Board that Texas has added [-----] megawatts of power in the last year: "most of it from solar and batteries" and "that puts us in a better position." How much better One year ago: 16.3% chance of energy emergencies. Today: 0.48%."  
[X Link](https://x.com/tomppajo/status/1941077136577810506)  2025-07-04T10:10Z [---] followers, [---] engagements


"@oystein_barmen I like Alfen they have long history and to my knowledge the quality is good (at least in Finland their stations are everywhere). But I dont like $ALFEN that much 😁 but the share price needs to find bottom"  
[X Link](https://x.com/tomppajo/status/1942525828199260537)  2025-07-08T10:07Z [---] followers, [---] engagements


"@oystein_barmen ps. I'm going back and forth with owning them but currently think it is okay with buying from higher price if I don't have enough to ensure pain"  
[X Link](https://x.com/tomppajo/status/1942526420854399184)  2025-07-08T10:09Z [---] followers, [--] engagements


"@oystein_barmen $ALFEN being the biggest() substations producer in Netherlands this sounds good https://x.com/tomppajo/status/1944436635367592074s=19 "To provide the grid capacity required the Dutch government estimates the level of investment needed in cables and new substations to be in the region of 200bn to 2040." And Netherlands is a small country (in terms of area) https://x.com/tomppajo/status/1944436635367592074s=19 "To provide the grid capacity required the Dutch government estimates the level of investment needed in cables and new substations to be in the region of 200bn to 2040.""  
[X Link](https://x.com/tomppajo/status/1944437186377420941)  2025-07-13T16:42Z [---] followers, [---] engagements


"Now do I dare bet that regulators and bureaucrats would ease the requirements for critical infra $ALFEN had this to say about nitrogen restrictions:"  
[X Link](https://x.com/tomppajo/status/1944726727344660979)  2025-07-14T11:52Z [---] followers, [---] engagements


""Most European ports are lagging in installing the shore-side electrical infrastructure needed for ships to switch from highly polluting marine fuel to cleaner electricity while docked a new study showed on Tuesday." Electrical infra to all (EU) ports European ports slow to install shore power ahead of [----] deadline study shows https://t.co/wiP5gXI4ME European ports slow to install shore power ahead of [----] deadline study shows https://t.co/wiP5gXI4ME"  
[X Link](https://x.com/tomppajo/status/1945053762688577898)  2025-07-15T09:32Z [---] followers, [---] engagements


"Shire-to-ship as per my understanding is similar as EV charging just way larger scale. I wonder if $ALFEN's charging business isn't dead after all. πŸ€”"  
[X Link](https://x.com/tomppajo/status/1945054419160068451)  2025-07-15T09:34Z [---] followers, [---] engagements


"And now Kempower seems to have surprised the market with EV charger demand. so I again own $ALFEN. @oystein_barmen $ALFEN being the biggest() substations producer in Netherlands this sounds good https://t.co/0Eww5iyRGQ @oystein_barmen $ALFEN being the biggest() substations producer in Netherlands this sounds good https://t.co/0Eww5iyRGQ"  
[X Link](https://x.com/tomppajo/status/1948323279074185380)  2025-07-24T10:04Z [---] followers, [---] engagements


"Though Kempower sales and orders grew BIGLY in US where I think $ALFEN doesn't operate"  
[X Link](https://x.com/tomppajo/status/1948324423825535062)  2025-07-24T10:08Z [---] followers, [---] engagements


"The Dutch electricity grid is becoming increasingly congested despite billions of investments that cannot keep up with the demand for grid capacity $ALFEN https://www.nrc.nl/nieuws/2025/07/29/het-nederlandse-stroomnet-slibt-steeds-verder-dicht-ondanks-miljardeninvesteringen-die-de-vraag-naar-netcapaciteit-niet-kunnen-bijbenen-a4901648 https://www.nrc.nl/nieuws/2025/07/29/het-nederlandse-stroomnet-slibt-steeds-verder-dicht-ondanks-miljardeninvesteringen-die-de-vraag-naar-netcapaciteit-niet-kunnen-bijbenen-a4901648"  
[X Link](https://x.com/tomppajo/status/1955576643801526772)  2025-08-13T10:26Z [---] followers, [---] engagements


"Though times continue for $ALFEN. Would like the Dutch government address the nitrogen permitting issues before taking larger position. Alfen het bedrijf dat altijd op de meest maffe tijdstippen met cijfers komt zojuist als een der laatsten met Q2 cijfers. Weinig inspirerend met een getemperde verwachting voor [----] als meest in het oog springend. https://t.co/iOeC3FA6B9 Alfen het bedrijf dat altijd op de meest maffe tijdstippen met cijfers komt zojuist als een der laatsten met Q2 cijfers. Weinig inspirerend met een getemperde verwachting voor [----] als meest in het oog springend."  
[X Link](https://x.com/tomppajo/status/1958456774765199674)  2025-08-21T09:10Z [---] followers, [---] engagements


"Nitrogen restrictions getting some more visibility in Netherlands. "The Confederation of Netherlands Industry and Employers (VNO-NCW) wants to quickly create more space for expanding the electricity grid which also releases nitrogen." https://x.com/john_witkamp/status/1957323976373424537s=19 En weer een artikel waarbij de kop de lading niet dekt. De ondernemers hebben geen last van een #stikstof crisis maar van de absurde opgelegde overheidsregels. 🀧 #milieumaffia https://t.co/mf1ShEezah https://x.com/john_witkamp/status/1957323976373424537s=19 En weer een artikel waarbij de kop de lading"  
[X Link](https://x.com/tomppajo/status/1965357722096075199)  2025-09-09T10:12Z [---] followers, [---] engagements


"$ALFEN pain continues. Majority of the parties are supposed to be on the same page in regards to nitrogen limits renewable energy and grid buildout. Let's see how all those fit together. https://x.com/leonhillen/status/1985771935494467997s=19 Van de cijfers van Alfen word je nog steeds niet enthousiast. Het herhaalt de outlook voor [----] maar ziet de omzet aan de onderkant van de verwachting uitkomen. (Leuk om te lezen dat de nieuwe CEO een "strong start" heeft gemaakt weet niet hoe ik dat moet zien misschien https://t.co/kTuQ4s9a0j https://x.com/leonhillen/status/1985771935494467997s=19 Van"  
[X Link](https://x.com/tomppajo/status/1985812603046670381)  2025-11-04T20:53Z [---] followers, [---] engagements


"I was bullish on $ALFEN and $MERUS.HE energy storages earlier this year because the law changes in Finland but sold them because market didn't agree. Maybe now Investment in battery storage in the Nordic and Baltic regions is increasing to curb the trend of below-zero prices as renewable interest picks up amid a stronger demand outlook industry participants told an Estonian conference. https://t.co/PEg49LtnY6 Investment in battery storage in the Nordic and Baltic regions is increasing to curb the trend of below-zero prices as renewable interest picks up amid a stronger demand outlook industry"  
[X Link](https://x.com/tomppajo/status/1991119261113127093)  2025-11-19T12:19Z [---] followers, [---] engagements


"@tokavo @JarmoFriman Siihenkin lytyy apua Euroopasta πŸ˜‰ AMG Critical Materials Campine Solvay Umicore"  
[X Link](https://x.com/tomppajo/status/2000832321814241602)  2025-12-16T07:36Z [---] followers, [---] engagements


"$ALFEN Measures for faster expansion of the electricity grid in Netherlands. https://t.co/VzirRq1iJR Measures for faster expansion of the electricity grid in Netherlands. https://t.co/VzirRq1iJR"  
[X Link](https://x.com/tomppajo/status/2003420390111211706)  2025-12-23T11:00Z [---] followers, [---] engagements


"TenneT is a Dutch grid operator right $ALFEN https://x.com/i/status/2003420043053531543 TenneT in collaboration with the Ministry of Climate and Green Growth (KGG) has developed an acceleration package for space on the high-voltage grid. This aims to shorten project lead times and thus accelerate the expansion of the electricity grid. https://t.co/rZCJxu77Pm https://x.com/i/status/2003420043053531543 TenneT in collaboration with the Ministry of Climate and Green Growth (KGG) has developed an acceleration package for space on the high-voltage grid. This aims to shorten project lead times and"  
[X Link](https://x.com/tomppajo/status/2003421012772421951)  2025-12-23T11:02Z [---] followers, [---] engagements


"$ALFEN Vanaf [--] januari [----] zijn twee nieuwe maatregelen gestart om de uitbreiding van het stroomnet te versnellen. De maatregelen zorgen voor kortere procedures in de voorbereidingsfase en meer ondersteuning van gemeenten en provincies. Nieuwsbericht https://t.co/LFI8z41Ifc https://t.co/A9Lb1mIrAI Vanaf [--] januari [----] zijn twee nieuwe maatregelen gestart om de uitbreiding van het stroomnet te versnellen. De maatregelen zorgen voor kortere procedures in de voorbereidingsfase en meer ondersteuning van gemeenten en provincies. Nieuwsbericht https://t.co/LFI8z41Ifc https://t.co/A9Lb1mIrAI"  
[X Link](https://x.com/tomppajo/status/2009182527005839416)  2026-01-08T08:36Z [---] followers, [---] engagements


"ps. based on this press release from Dutch Ministry of Climate and Green Growth I took a decent sized position in $ALFEN. https://x.com/i/status/2009182527005839416 $ALFEN https://t.co/wK1IAvXUe2 https://x.com/i/status/2009182527005839416 $ALFEN https://t.co/wK1IAvXUe2"  
[X Link](https://x.com/tomppajo/status/2009257542568853707)  2026-01-08T13:35Z [---] followers, [---] engagements


"Yesterday morning #Fortum's CEO was on TV saying that $Fortum is on brink of insolvency. https://x.com/tomppajo/status/1563527675527909376t=xcJZ9LMtGzLpuTrtyaO-Ug&s=19 This morning Markus Rauramo was on YLE1's "Ykksaamu" discussing Fortum's and Uniper's situation. He also talked shortly about the futures market. I think this topic is slowly starting to make sense to me. The snippets from https://t.co/QskYpVF52H translated with Google. https://t.co/UiCZzqLYyb https://x.com/tomppajo/status/1563527675527909376t=xcJZ9LMtGzLpuTrtyaO-Ug&s=19 This morning Markus Rauramo was on YLE1's "Ykksaamu""  
[X Link](https://x.com/tomppajo/status/1563982525013397505)  2022-08-28T20:11Z [---] followers, [--] engagements


"I'll try to open the ideas in to cohese one tweet summaries will be hard. 😬 Let's start with $FORTUM. I think the main drag is the liquidity issues due to margin requirements. I think those will be solved with urgency. Uniper explanation tomorrow. https://twitter.com/tomppajo/status/1563980285171171328t=BxhQu7MkFfYarrkw3uRdLA&s=19 https://twitter.com/tomppajo/status/1563980285171171328t=BxhQu7MkFfYarrkw3uRdLA&s=19"  
[X Link](https://x.com/tomppajo/status/1564270995267100680)  2022-08-29T15:17Z [---] followers, [--] engagements


"@InaTailHedged For the energy topic I am interested in Norsk Hydro $NHY.OL (producing casted aluminium) and UPM-Kymmene $UPM (paper mills) because during weekend I saw comments "oh they'll be shut down as they are so energy intensive" whereas in reality:"  
[X Link](https://x.com/tomppajo/status/1566653796700377088)  2022-09-05T05:05Z [---] followers, [--] engagements


"When Macron talks about sobriety plan to save water and says the time of abundance had come to an end did he mean: a) Veolia Water gets more money from government or b) Veolia Water needs to start paying for proper maintenance of the networks they operate $vie.pa Proper FUD from The Guardian After its driest summer in [---] years much of Europe is in the grip of a winter drought driven by climate breakdown that is prompting growing concern among governments over the water security for homes farmers and factories https://t.co/SPu7sH7G3K Proper FUD from The Guardian After its driest summer in 500"  
[X Link](https://x.com/tomppajo/status/1634187655943540738)  2023-03-10T13:41Z [---] followers, [---] engagements


""Sobriety plan to save water" probably not good for Veolia as for municipal water they get paid by the volume. So restrictions on water usage e.g. in gardening = lower volumes. $vie.pa"  
[X Link](https://x.com/tomppajo/status/1635191806949462016)  2023-03-13T08:11Z [---] followers, [---] engagements


"Hmm not sure how that affects Veolia lower volume but higher price. $vie.pa Macron aims for saving 10% of water across all sectors by [----]. One of the announced actions is progressive water pricing system i.e. the more you use the more you pay. https://x.com/tomppajo/status/1643125165658611712 Progressive pricing savings and the fight against leaks are all part of the [--] measures in the new water management plan President Emmanuel Macron announced on Thursday to better tackle droughts. https://t.co/PMl4mhmOWb https://x.com/tomppajo/status/1643125165658611712 Progressive pricing savings and"  
[X Link](https://x.com/tomppajo/status/1643126422897041409)  2023-04-04T05:40Z [---] followers, [---] engagements


"That's why I dont do work. This way I get exactly what I'm entitled to Doing work on a stock doesn't entitle you to a return. Doing work on a stock doesn't entitle you to a return"  
[X Link](https://x.com/tomppajo/status/1745056992341725455)  2024-01-10T12:16Z [---] followers, [----] engagements


"@lassehie Nytt tutulta. Me taidettiin lopettaa kirjanpito viikon jlkeen kun todettiin ett sit tavaraa vaan tulee. Hienoja aamuja tulossa kun menee useampi vaippa varttiin. Joten long $ESSITY πŸ€‘"  
[X Link](https://x.com/tomppajo/status/1757107026868473900)  2024-02-12T18:18Z [---] followers, [--] engagements


"Some demand coming from US $SU.PA https://x.com/ReutersCommods/status/1768255381443117247s=19 Schneider Electric to invest $140 million to boost U.S operations https://t.co/IUgNNS7pS9 https://x.com/ReutersCommods/status/1768255381443117247s=19 Schneider Electric to invest $140 million to boost U.S operations https://t.co/IUgNNS7pS9"  
[X Link](https://x.com/tomppajo/status/1768257517946114430)  2024-03-14T12:46Z [---] followers, [---] engagements


"lol. Should have just bought all of them. πŸ˜‚πŸ₯Ή "Just three large companies dominate the market: Germanys Siemens US firm General Electric and Japans Hitachi" And I dont want to own any of those https://t.co/lV5RWyG0rm "Just three large companies dominate the market: Germanys Siemens US firm General Electric and Japans Hitachi" And I dont want to own any of those https://t.co/lV5RWyG0rm"  
[X Link](https://x.com/tomppajo/status/1849051199107944484)  2024-10-23T11:32Z [---] followers, [----] engagements


"@madrush222 @Edark94 Studio Ghibli is owned by Nippon Television Holdings $9404.T And based purely on share price vibes since late [----] they have been shareholder friendly. ps. deleted the first post because wrong ticker"  
[X Link](https://x.com/tomppajo/status/1905180372045828527)  2025-03-27T08:49Z [---] followers, [--] engagements


"The FOMO is starting to dissipate. "A monthly record was set in March [----] when [---] companies filed for bankruptcy. The office's statistics begin in [----] and the monthly figure has never been this high before." https://www.kauppalehti.fi/uutiset/nain-pahalta-nayttaa-konkurssikierre/a469cf64-01d5-473f-8008-2cc55a869cd4 https://www.kauppalehti.fi/uutiset/nain-pahalta-nayttaa-konkurssikierre/a469cf64-01d5-473f-8008-2cc55a869cd4"  
[X Link](https://x.com/tomppajo/status/1912831488015413409)  2025-04-17T11:32Z [---] followers, [---] engagements


"Love to see AQ growing their trafo manufacturing capacity given the demand should still be there. 😍 $AQ.ST https://x.com/jasoncrawford/status/1903087829833462147s=19 @johnarnold One obstacle: shortages of transformer equipment whose delivery times have extended from 4-6 weeks in [----] to 2-3 years https://x.com/jasoncrawford/status/1903087829833462147s=19 @johnarnold One obstacle: shortages of transformer equipment whose delivery times have extended from 4-6 weeks in [----] to 2-3 years"  
[X Link](https://x.com/tomppajo/status/1914943337322160166)  2025-04-23T07:24Z [---] followers, [---] engagements


"As this might be cybersecurity related I bought some calls on $SU.PA because they were the first company mentioned to me by AI chat. ps. They have earnings today so might be a mistake. UPDATE: Spain / Portugal / south of France blackout. Spain remains extremely short of power with rolling blackouts hitting most of the country. Official data shows demand (= supply) running at [--] GW now significantly below the [--] GW pre-outage. This is a massive blackout. https://t.co/VoGkJHquTi UPDATE: Spain / Portugal / south of France blackout. Spain remains extremely short of power with rolling blackouts"  
[X Link](https://x.com/tomppajo/status/1916836811394973884)  2025-04-28T12:48Z [---] followers, [---] engagements


"This statement combined with revised outlook my $SU.PA gamble was a zero https://x.com/Energy_Tidbits/status/1917161399027159124s=19 Spain grid operator rules out cyberattack for blackout. Thx @AFP @business #OOTT https://t.co/E41GYwWmJG https://x.com/Energy_Tidbits/status/1917161399027159124s=19 Spain grid operator rules out cyberattack for blackout. Thx @AFP @business #OOTT https://t.co/E41GYwWmJG"  
[X Link](https://x.com/tomppajo/status/1917162092215279992)  2025-04-29T10:20Z [---] followers, [---] engagements


"Sold $RAUTE today. Maybe the cycle isn't quite ready to turn yet. ps. thus far I have only bought $RAUTE from OMX Helsinki ps. thus far I have only bought $RAUTE from OMX Helsinki"  
[X Link](https://x.com/tomppajo/status/1928501163076247848)  2025-05-30T17:18Z [---] followers, [---] engagements


"ps. as Korsns is old mine some stuff is already above ground. Now what is the value of that I tried to calculate but don't believe the result. $ERE.AX https://x.com/i/status/1996224566213922857 I get like [----] tonnes in the tailings and the current market prices for NdPr is [------] CNY per t or [-----] per t. Which would equal to something like [---] million $PRS.AX has market cap of AU$5 million. Can that be right https://x.com/i/status/1996224566213922857 I get like [----] tonnes in the tailings and the current market prices for NdPr is [------] CNY per t or [-----] per t. Which would equal to"  
[X Link](https://x.com/tomppajo/status/2005218885285597615)  2025-12-28T10:06Z [---] followers, [---] engagements

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

@tomppajo Avatar @tomppajo tomppa

tomppa posts on X about $alfen, $prymi, finland, netherlands the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [-----] +227%
  • [--] Month [---------] +293,866%
  • [--] Months [---------] +27,386%
  • [--] Year [---------] +24,292%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +81%
  • [--] Month [---] +113%
  • [--] Months [---] +61%
  • [--] Year [---] +146%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +1.50%
  • [--] Month [---] +4.30%
  • [--] Months [---] +19%
  • [--] Year [---] +35%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 23.85% countries 22.02% stocks 7.34% technology brands 4.59% automotive brands 3.67% currencies 2.75% social networks 1.83% luxury brands 1.83%

Social topic influence $alfen 23.85%, $prymi #1, finland 6.42%, netherlands 6.42%, market 5.5%, $nexpa 4.59%, $enrde #10, money 4.59%, $6501t #74, at least 3.67%

Top accounts mentioned or mentioned by @oysteinbarmen @fibonazzo @johnie36149708 @tuohenpolttaja @olvehe @capitalvalor @edark94 @inatailhedged @formfollowsfctn @secrets4stocks @unnajasnoop @ovevapaalla @cowboybeeshop @chamath @praneshbuilds @peltiheikki81 @yimbyland @desatcap @jay21 @onlyfol35201188

Top assets mentioned GE Vernova Inc. (GEV) UL Solutions Inc. (ULS)

Top Social Posts

Top posts by engagements in the last [--] hours

"Finally listening to recent earnings calls. I'm a bit surprised that Nexans has sold off after the US elections. $NEX.PA"
X Link 2024-11-12T13:50Z [---] followers, [---] engagements

"Was going to listen to Prysmian call next but now I really really want to hear what Siemens has to say. $ENR.DE Was planning to buy some Nexans calls if the price drop continues but it seems like this stopped it. or maybe it's something else"
X Link 2024-11-13T11:36Z [---] followers, [---] engagements

"$GEV $ENR.DE $6501.T lol. Should have just bought all of them. πŸ˜‚πŸ₯Ή https://t.co/E2BhAr2eOX lol. Should have just bought all of them. πŸ˜‚πŸ₯Ή https://t.co/E2BhAr2eOX"
X Link 2026-02-11T10:26Z [---] followers, [---] engagements

"European ports must do more to meet shore power targets https://swzmaritime.nl/news/2025/07/18/european-ports-must-do-more-to-meet-shore-power-targets/ https://swzmaritime.nl/news/2025/07/18/european-ports-must-do-more-to-meet-shore-power-targets/"
X Link 2026-02-13T07:29Z [---] followers, [---] engagements

"So talking about the right story. Actually found a company that specializes in shore-to-ship power. Cavotec $CCC.ST Earnings next week. European ports slow to install shore power ahead of [----] deadline study shows https://t.co/wiP5gXI4ME European ports slow to install shore power ahead of [----] deadline study shows https://t.co/wiP5gXI4ME"
X Link 2026-02-12T15:34Z [---] followers, [---] engagements

"Just four of Europes thirty biggest ports have invested in at least half of shoreside electric infrastructure required by [----] finds a study carried out by DNV on behalf of T&E. https://x.com/i/status/2022211454200664275 European ports must do more to meet shore power targets https://t.co/PGkpQ3nHPR https://x.com/i/status/2022211454200664275 European ports must do more to meet shore power targets https://t.co/PGkpQ3nHPR"
X Link 2026-02-13T07:30Z [---] followers, [---] engagements

"$ENR.DE: "High level grid solutions orders including HVDC order from Italy" Must be good for $PRY.MI right So decided to increase my $PRY.MI and $NEX.PA positions and bought some out of money calls that expire in May. NKT was left out of this gamble as they don't have manufacturing in US. So decided to increase my $PRY.MI and $NEX.PA positions and bought some out of money calls that expire in May. NKT was left out of this gamble as they don't have manufacturing in US"
X Link 2024-05-08T05:42Z [---] followers, [---] engagements

""Recyclable wind turbine blade." 🀯 $ENR.DE"
X Link 2024-11-13T12:08Z [---] followers, [---] engagements

"ps. thus far I have only bought $RAUTE from OMX Helsinki"
X Link 2025-04-17T11:34Z [---] followers, [---] engagements

"Nexans already big position for me but maybe I should size up also NKT and Prysmian. $NEX.PA $PRY.MI $NKT.CO"
X Link 2025-05-09T12:56Z [---] followers, [---] engagements

"Flip flopping hard and bought long dated calls on Solvay. $SOLB.BR Tbh. I wasn't aware of this. so I guess project "margin reduction" shall continue for now and I'll probably sell Solvay at a loss. $SOLB.BR https://t.co/TEcELWnCpR Tbh. I wasn't aware of this. so I guess project "margin reduction" shall continue for now and I'll probably sell Solvay at a loss. $SOLB.BR https://t.co/TEcELWnCpR"
X Link 2025-06-10T12:20Z [---] followers, [---] engagements

"ps. Sorry guys but this sounds like self caused issue. https://nltimes.nl/2025/04/21/nitrogen-impasse-putting-317-construction-projects-power-grid-expansion-risk https://nltimes.nl/2025/04/21/nitrogen-impasse-putting-317-construction-projects-power-grid-expansion-risk"
X Link 2025-07-13T16:46Z [---] followers, [---] engagements

"For anyone interested. UL Solutions $ULS is very similar to Intertek which is used here as an example about "agency model". Basically want to sell electrical equipment in US Better have UL mark on it They IPO'd last year pity I didn't notice it until about a month ago"
X Link 2025-08-08T17:58Z [---] followers, [---] engagements

"So just to clarify again John Robins' involvement is good right $FFOX.V "John Robins has joined the company in an advisory capacity." https://x.com/JRMiningIntel/status/1964985836539154939s=19 FireFox Gold Provides a Summary of Upcoming Work at its Mustajrvi Sarvi and Jeesi Projects along with a Corporate Update - $FFOX.V $FFOXF.US CEOCA Breaking News https://t.co/hIMGm5KkuD https://x.com/JRMiningIntel/status/1964985836539154939s=19 FireFox Gold Provides a Summary of Upcoming Work at its Mustajrvi Sarvi and Jeesi Projects along with a Corporate Update - $FFOX.V $FFOXF.US CEOCA Breaking News"
X Link 2025-09-08T09:40Z [---] followers, [---] engagements

"Earlier $SBSW tweet about taxation in Finland got surprising amount of buzz. The story continues: Kevitsa mine manager: quadrupling mining mineral tax threatens to end nickel production across Europe $BOL.ST https://www.lapinkansa.fi/kevitsan-kaivoksen-johtaja-kaivosmineraaliveron-ne/11783663 https://www.lapinkansa.fi/kevitsan-kaivoksen-johtaja-kaivosmineraaliveron-ne/11783663"
X Link 2025-09-26T09:27Z [---] followers, [---] engagements

"Indonesi stopping some kickel mining operations. Maybe it's not over for Kevitsa after all $BOL.ST "Indonesia stops nickel mining operations at top tourist diving destination" - I'm paying attention. https://t.co/V2jHR3mCAK "Indonesia stops nickel mining operations at top tourist diving destination" - I'm paying attention. https://t.co/V2jHR3mCAK"
X Link 2025-10-02T08:47Z [---] followers, [---] engagements

"How Brussels writes so many laws - Explaining Europes extraordinary legal productivity https://www.siliconcontinent.com/p/how-brussels-writes-so-many-lawsutm_campaign=post&utm_medium=email&triedRedirect=true https://www.siliconcontinent.com/p/how-brussels-writes-so-many-lawsutm_campaign=post&utm_medium=email&triedRedirect=true"
X Link 2025-12-05T11:39Z [---] followers, [--] engagements

"Now how do we turn regulation into exportable good $ULS seems to be good at it which is crazy because that is US company. 🀯"
X Link 2025-12-05T11:42Z [---] followers, [---] engagements

"About that new mining tax in Finland: At Kevitsa the increase in mining tax is expected to increase costs by EUR 20-30 m. The copper grade will increase to 0.24% while the nickel grade and throughput will remain the same as this year. $BOL.ST Boliden guidance for [----] https://t.co/aQsQfL3jjC Boliden guidance for [----] https://t.co/aQsQfL3jjC"
X Link 2025-12-05T14:05Z [---] followers, [---] engagements

"Good also for Boliden $BOL.ST https://x.com/i/status/1999099909664858183 When Boliden plans for the future Sweden is prioritized over Finland. The outlook for the expansion of the Kevitsa mine is uncertain due to increased mining taxes in Finland. That project is in a bad situation says Boliden's CEO Mikael Staffas. https://t.co/78tTm4WQYB https://x.com/i/status/1999099909664858183 When Boliden plans for the future Sweden is prioritized over Finland. The outlook for the expansion of the Kevitsa mine is uncertain due to increased mining taxes in Finland. That project is in a bad situation says"
X Link 2025-12-14T11:45Z [---] followers, [---] engagements

"So I bought $ALFEN hoping to get a bounce now that tax loss selling is over. Another one I bought with similar idea is $RSGN.SW. Then I ran out of money. Might also hold for a longer time. πŸ€·β™‚ $ALFEN https://t.co/rDZlOiLqWu $ALFEN https://t.co/rDZlOiLqWu"
X Link 2026-01-01T11:40Z [---] followers, [---] engagements

"Maybe the dump was indeed a bit exaggerated in $RSGN.SW. So I bought $ALFEN hoping to get a bounce now that tax loss selling is over. Another one I bought with similar idea is $RSGN.SW. Then I ran out of money. Might also hold for a longer time. πŸ€·β™‚ So I bought $ALFEN hoping to get a bounce now that tax loss selling is over. Another one I bought with similar idea is $RSGN.SW. Then I ran out of money. Might also hold for a longer time. πŸ€·β™‚"
X Link 2026-02-03T08:13Z [---] followers, [---] engagements

"ps. I did turn both $ALFEN (via leaps) and $RSGN.SW into long term plays because European nations keep on building renewables. https://x.com/i/status/2018264921809551387 It is clear that in the long term only grid expansion can help improve grid connection capacities Andreae said. https://t.co/bgRToQcCyK https://x.com/i/status/2018264921809551387 It is clear that in the long term only grid expansion can help improve grid connection capacities Andreae said. https://t.co/bgRToQcCyK"
X Link 2026-02-03T08:16Z [---] followers, [---] engagements

"Industrial shitco you say Might I suggest Reka Industrials Used to make cables then sold that to Nexans and now produces rubber for various industries. Plenty of cash so might give chunky dividend. Finns looooooooove dividends so the share price should jump if that happens. Macro data and price action telling us something. We're prob in an early cycle recovery. Tons of asymmetry in industrial shitcos. Question is what to buy. https://t.co/0FBFmwBF8g Macro data and price action telling us something. We're prob in an early cycle recovery. Tons of asymmetry in industrial shitcos. Question is"
X Link 2026-02-04T14:21Z [---] followers, [---] engagements

"@Fibonazzo Kyttkohteita lytyy ainakin mrist en tied. https://x.com/i/status/2015775509490151869 All I can see is https://t.co/2EPhqoYLgh https://x.com/i/status/2015775509490151869 All I can see is https://t.co/2EPhqoYLgh"
X Link 2026-02-12T07:09Z [---] followers, [----] engagements

"@tuohenpolttaja @UnnajaSnoop @Fibonazzo Mulla on IBKR:n kautta. Ehk toi nimimuutos sekoittaa"
X Link 2026-02-12T08:04Z [---] followers, [--] engagements

"@ove_vapaalla Tuossa on kahvassa joku anturi joka tunnistaa vastuksen (ylmki lumi muta yms.) ja alkaa pyritt renkaita. Alamess sitten taasen jarruttelee. Cybexilt tuli mys tuplarattaat joissa on kaasukahva"
X Link 2026-02-12T19:53Z [---] followers, [---] engagements

"@Johnie36149708 @olvehe $ULS"
X Link 2026-02-14T06:09Z [---] followers, [--] engagements

"Also bought some Solvay as Piotr sent me down a rabbit hole. - Caremag (owned by Carester) is building REE refinery in France. - Carester has formed strategic partnership with Solvay. - April 8th Solvay inaugurated REE production in La Rochelle $SOLB.BR https://x.com/rekurencja/status/1909563986875461762s=19 @tomppajo @cowboybeeshop @chamath Japan (JOGMEC connection) and/or a new refinery in France https://t.co/iaTaaO24Ok They are a development stage company so there is time for them and JOGMEC to settle on a final picture https://x.com/rekurencja/status/1909563986875461762s=19 @tomppajo"
X Link 2025-04-10T09:00Z [---] followers, [---] engagements

"Tbh. I wasn't aware of this. so I guess project "margin reduction" shall continue for now and I'll probably sell Solvay at a loss. $SOLB.BR https://x.com/KobeissiLetter/status/1910360040768160122s=19 The market is now realizing that we still have: [--]. 10% baseline tariffs on all countries globally [--]. 25% tariffs on automobile imports to the US [--]. 25% tariffs on steel and aluminum tariffs [--]. 25% tariffs on imports from Canada and Mexico [--]. 145% tariffs on imports from https://x.com/KobeissiLetter/status/1910360040768160122s=19 The market is now realizing that we still have: [--]. 10% baseline"
X Link 2025-04-11T06:43Z [---] followers, [---] engagements

"Andritz Ansaldo Energia Doosan (and/or DoosanSkoda) EthosEnergy GE Vernova Mitsubishi Siemens Energy Just to name a few. Real high tech stuff so I understand the struggle with limited manufacturing if you are looking to source from US. I'm raising. DM's open https://t.co/BAWtVFUiy6 I'm raising. DM's open https://t.co/BAWtVFUiy6"
X Link 2025-12-09T11:43Z [---] followers, [---] engagements

"And now Prysmian crossed [---] per share while I'm on the sideline muttering about growth and valuations. $PRY.MI I bought some Prysmian puts to express my pessimism about their growth. Earnings tomorrow. $PRY.MI I bought some Prysmian puts to express my pessimism about their growth. Earnings tomorrow. $PRY.MI"
X Link 2026-02-03T07:59Z [---] followers, [---] engagements

"@praneshbuilds I dont give financial advice @praneshbuilds I dont give financial advice"
X Link 2026-02-11T06:26Z [---] followers, [---] engagements

"Really need to get this to my skull. πŸ‘IFπŸ‘THEπŸ‘STORYπŸ‘ISπŸ‘RIGHTπŸ‘VALUATIONπŸ‘DOESN'TπŸ‘MATTERπŸ‘ Example 1: $GEV $ENR.DE $6501.T https://t.co/m3wQZuBvG3 $GEV $ENR.DE $6501.T https://t.co/m3wQZuBvG3"
X Link 2026-02-11T10:49Z [---] followers, [---] engagements

"Example 2: https://x.com/i/status/2018595159576080626 And now Prysmian crossed [---] per share while I'm on the sideline muttering about growth and valuations. $PRY.MI https://t.co/RihEkV9rqo https://x.com/i/status/2018595159576080626 And now Prysmian crossed [---] per share while I'm on the sideline muttering about growth and valuations. $PRY.MI https://t.co/RihEkV9rqo"
X Link 2026-02-11T10:49Z [---] followers, [--] engagements

"Really like this slide from $ALFEN"
X Link 2026-02-11T11:45Z [---] followers, [---] engagements

"Polish companies are expanding into Western Europe and Germany is a prime target https://t.co/SmiPmyAsGp Polish companies are expanding into Western Europe and Germany is a prime target https://t.co/SmiPmyAsGp"
X Link 2026-02-11T20:37Z [---] followers, [---] engagements

"I have ko idea what any of that means but the market seems to like it. πŸ€— $ERE.AX (formerly $PRS.AX)"
X Link 2026-02-12T04:27Z [---] followers, [---] engagements

"RT @peltiheikki81: https://www.perhonjokilaakso.fi/artikkeli/keliberin-kaivos-kaynnistyy-tanaan-kaustisella-ensimmainen-rajaytys-malmikentalla https://www.perhonjokilaakso.fi/artikkeli/keliberin-kaivos-kaynnistyy-tanaan-kaustisella-ensimmainen-rajaytys-malmikentalla"
X Link 2026-02-12T04:29Z [---] followers, [--] engagements

"RT @YIMBYLAND: Any project that is not treated within a few weeks or months will be regarded approved automatically. Are we back IM T"
X Link 2026-02-12T04:37Z [---] followers, [--] engagements

"Was looking at this literally yesterday but didn't realize they were going to report. πŸ˜… Picks and shovels play for gas turbines and generators. $SIF SIF - solid steady growth SIFCO Industries Inc. first Q of fiscal [----] which ended Dec. [--] [----]. Sales grow 14.8% to $24.0 million Net income first Q of fiscal [----] was $1.8 million or $0.29 per diluted share. compared with net loss of $2.4 million or $(0.40) per share SIF - solid steady growth SIFCO Industries Inc. first Q of fiscal [----] which ended Dec. [--] [----]. Sales grow 14.8% to $24.0 million Net income first Q of fiscal [----] was $1.8"
X Link 2026-02-12T07:33Z [---] followers, [---] engagements

"https://x.com/i/status/2021857700561224035 Yesterday neodymium oxide prices rose 12.50% and 8.89% respectively. In Rotterdam the quoted price stands at $245/kg In China the last quote was $180/kg. https://t.co/2TTETOSoO1 https://x.com/i/status/2021857700561224035 Yesterday neodymium oxide prices rose 12.50% and 8.89% respectively. In Rotterdam the quoted price stands at $245/kg In China the last quote was $180/kg. https://t.co/2TTETOSoO1"
X Link 2026-02-12T08:17Z [---] followers, [---] engagements

"Need to recalculate the value of that tailings dump https://x.com/i/status/2005218885285597615 ps. as Korsns is old mine some stuff is already above ground. Now what is the value of that I tried to calculate but don't believe the result. $ERE.AX https://t.co/s70uczP4oP https://t.co/hVHj8khJfA https://x.com/i/status/2005218885285597615 ps. as Korsns is old mine some stuff is already above ground. Now what is the value of that I tried to calculate but don't believe the result. $ERE.AX https://t.co/s70uczP4oP https://t.co/hVHj8khJfA"
X Link 2026-02-12T08:18Z [---] followers, [---] engagements

"Growth disappointed little bit lower and will start to get interesting. $AQ.ST Love to see AQ growing their trafo manufacturing capacity given the demand should still be there. 😍 $AQ.ST https://t.co/0RwEJEP7Xb https://t.co/Md8ODwTHUS Love to see AQ growing their trafo manufacturing capacity given the demand should still be there. 😍 $AQ.ST https://t.co/0RwEJEP7Xb https://t.co/Md8ODwTHUS"
X Link 2026-02-12T14:38Z [---] followers, [---] engagements

"ps. good luck Rotterdam https://x.com/i/status/1944245583146889504 Netherlands rations electricity to ease power grid stresses https://t.co/hqNs0uiciI https://x.com/i/status/1944245583146889504 Netherlands rations electricity to ease power grid stresses https://t.co/hqNs0uiciI"
X Link 2026-02-13T08:11Z [---] followers, [--] engagements

"@Johnie36149708 @olvehe btw. that's AMERICAN REGULATION the best kind of regulation. Monopoly on fire and electrical safety regulation for electrical and Electronic devices in USA. Want to sell something in US Better get that UL mark on it"
X Link 2026-02-14T06:11Z [---] followers, [--] engagements

"$ALFEN easy price action. Expecting up this year. https://t.co/Tg90CRBVzr $ALFEN easy price action. Expecting up this year. https://t.co/Tg90CRBVzr"
X Link 2026-01-08T13:32Z [---] followers, [---] engagements

"COPPER GAINS AS MUCH AS 4.2% AFTER CHINA STOCKPILE PLAN - BBG . . . I friggin hope this time is different. Went to a museum "Muisti" the other day. They had highlighted some lesser known topics that today are considered as part of the escalations which eventually that led to WW2. https://t.co/jC08buEsJV Went to a museum "Muisti" the other day. They had highlighted some lesser known topics that today are considered as part of the escalations which eventually that led to WW2. https://t.co/jC08buEsJV"
X Link 2026-02-03T09:21Z [---] followers, [---] engagements

"@Johnie36149708 More recent: Stora Enso Turns Lignin into a European Battery Breakthrough https://www.paperadvance.com/bioeconomy/biomaterials/stora-enso-turns-lignin-into-a-european-battery-breakthrough.html https://www.paperadvance.com/bioeconomy/biomaterials/stora-enso-turns-lignin-into-a-european-battery-breakthrough.html"
X Link 2026-02-04T08:35Z [---] followers, [--] engagements

"During last week I started to get the view that Europe will survive this energy crisis but as talk is cheap today I put some money on that view and bought: Basf $BAS.DE $BASFY Covestro $1COV Fortum $FORTUM Uniper $UN01.DE At the moment these represent 8% of my portfolio. @DesatCap @jay_21_ @CapitalValor @OnlyFol35201188 Talk is cheap so I do want to put some money also on that bet although it is still a bit open how to go. Also @Edark94 has been talking about that for some time now I am leaning towards just copy-catting his ideas mainly BASF Fortum and Uniper. @DesatCap @jay_21_ @CapitalValor"
X Link 2022-08-29T15:05Z [---] followers, [--] engagements

"@InaTailHedged From Europe I am currently interested in Porsche Holding but that is not a play on the energy topic. Purely how the market values it after the actual Porsche IPOs at a very good valuation. https://x.com/AtlanticLion/status/1563188021754597379 https://x.com/AtlanticLion/status/1563188021754597379"
X Link 2022-09-05T05:05Z [---] followers, [--] engagements

"@FormFollowsFctn Yeah ABB Siemens GE Hitachi et. al. seem to be on every list that I have found concerning smart grid or electrical grid"
X Link 2022-12-28T09:10Z [---] followers, [--] engagements

"@FormFollowsFctn Although I have also managed to find some more pure play ideas. HVDC cables: - Nexans $NEXNY / $NEX.PA - Prysmian $PRYMY / $PRY.MI Smart grids / storage: - Alfen $ALFEN - Stem $STEM - Merus Power $MERUS"
X Link 2022-12-28T09:12Z [---] followers, [---] engagements

"@LiveSquawk Dear people @LiveSquawk you got the wrong ticker here. Should be $P911 $DRPRF or $DRPRY https://x.com/LiveSquawk/status/1653643281543098369 $PAH3 Porsche Q1 [--] Earnings: - Rev EU10.1B (est EU10.06B) - Oper Profit EU1.84B (est EU1.92B) - Sees FY Rev EU40B TO EU42B (est EU40.78B) https://x.com/LiveSquawk/status/1653643281543098369 $PAH3 Porsche Q1 [--] Earnings: - Rev EU10.1B (est EU10.06B) - Oper Profit EU1.84B (est EU1.92B) - Sees FY Rev EU40B TO EU42B (est EU40.78B)"
X Link 2023-05-03T06:48Z [---] followers, [---] engagements

"Gridlock: how a lack of power lines will delay the age of renewables https://www.ft.com/content/a3be0c1a-15df-4970-810a-8b958608ca0f https://www.ft.com/content/a3be0c1a-15df-4970-810a-8b958608ca0f"
X Link 2023-06-12T04:35Z [---] followers, [---] engagements

"I'd say that is bullish for cable producers. $PRY.MI $PRYMY $NKT $NEX.PA"
X Link 2023-06-12T06:28Z [---] followers, [---] engagements

"Narrator: it also wasn't bullish $STERV *Demand for consumer board is expected to be weaker *Demand for containerboard is expected to stabilise at low levels *Destocking continues *Demand for corrugated packaging is expected to be stronger but lower than the normal seasonal peak @CapitalValor Paper and board demand good in Asia I guess at least not bearish for packaging. https://t.co/8rUQGx0iWq @CapitalValor Paper and board demand good in Asia I guess at least not bearish for packaging. https://t.co/8rUQGx0iWq"
X Link 2023-07-21T09:09Z [---] followers, [---] engagements

"Fortum and Norsk Hydro seem to have power plants close to interconnectors to UK and Central Europe. πŸ€” $FORTUM $NHY.OL Nordics to double power exports in [----] y-o-y The Nordics were able to boost exports because of an increased domestic power balance caused by more rain the launch of Finlands [---] GW Olkiluoto [--] nuclear reactor in April and increased renewables capacity https://t.co/06zNYGfA6M Nordics to double power exports in [----] y-o-y The Nordics were able to boost exports because of an increased domestic power balance caused by more rain the launch of Finlands [---] GW Olkiluoto [--] nuclear"
X Link 2023-08-14T07:13Z [---] followers, [---] engagements

"Thus far not disappointed"
X Link 2024-11-13T12:04Z [---] followers, [---] engagements

"https://x.com/DeItaone/status/1881759598924968265s=19 *TRUMP SET TO ANNOUNCE INVESTMENT ON AI INFRASTRUCTURE: CBS https://x.com/DeItaone/status/1881759598924968265s=19 *TRUMP SET TO ANNOUNCE INVESTMENT ON AI INFRASTRUCTURE: CBS"
X Link 2025-01-21T18:32Z [---] followers, [---] engagements

""In Europe many of the stocks hit record highs." Prysmian was mentioned among those companies as last year they bought Encore Wire. $PRY.MI $PRYMY https://www.reuters.com/markets/europe/europes-industrial-stocks-rally-trumps-ai-investment-push-2025-01-22/ https://www.reuters.com/markets/europe/europes-industrial-stocks-rally-trumps-ai-investment-push-2025-01-22/"
X Link 2025-01-23T13:31Z [---] followers, [---] engagements

"@Alexsei88 Tomralla varmaan tarkoitetaan tuota Norjaan listattua $TOM.OL"
X Link 2025-02-05T11:56Z [---] followers, [--] engagements

"These headlines make me want to give $ALFEN one more chance Battery storage: a quiet revolution in the energy industry https://t.co/cHizCFWwAX Battery storage: a quiet revolution in the energy industry https://t.co/cHizCFWwAX"
X Link 2025-02-25T14:11Z [---] followers, [---] engagements

"I capitulated and bought back some Prysmian $PRY.MI shares but only like 30% of my earlier position as it is still more expensive than the other two (public) European producers"
X Link 2025-04-10T07:52Z [---] followers, [---] engagements

"https://x.com/ReutersBiz/status/1916881387887452384s=19 Schneider Electric cuts margin outlook on market volatility https://t.co/x6MYW0uO75 https://t.co/x6MYW0uO75 https://x.com/ReutersBiz/status/1916881387887452384s=19 Schneider Electric cuts margin outlook on market volatility https://t.co/x6MYW0uO75 https://t.co/x6MYW0uO75"
X Link 2025-04-29T04:02Z [---] followers, [---] engagements

"Really should have fought off the bad feeling. 😭 $ALFEN https://x.com/tomppajo/status/1894389698056872284s=19 These headlines make me want to give $ALFEN one more chance https://x.com/tomppajo/status/1894389698056872284s=19 These headlines make me want to give $ALFEN one more chance"
X Link 2025-05-09T12:58Z [---] followers, [----] engagements

"Was already getting quite a FOMO. $ALFEN Really should have fought off the bad feeling. 😭 $ALFEN https://t.co/ekBWagShH4 https://t.co/35mgS6oDHl Really should have fought off the bad feeling. 😭 $ALFEN https://t.co/ekBWagShH4 https://t.co/35mgS6oDHl"
X Link 2025-05-13T11:31Z [---] followers, [---] engagements

"@dutch_hardstyle I hope not because I will probably buy in before that πŸ˜† Was just reading about TenneT's capex plans and got interested. $ALFEN "TenneT Netherlands faces a steep acceleration in capex in 2025-2027 with about [--] billion to be invested on average in the Dutch grid annually""
X Link 2025-05-13T11:43Z [---] followers, [---] engagements

"Anybody know any Dutch companies providing battery and grid solutions https://x.com/montelnews/status/1923303998473331175s=19 The Netherlands is facing increased risk of blackouts from [----] onwards unless the government promotes investments in battery storage and demand-side response mechanisms Dutch TSO Tennet said on Thursday. https://t.co/0OZ0xJ8o60 https://x.com/montelnews/status/1923303998473331175s=19 The Netherlands is facing increased risk of blackouts from [----] onwards unless the government promotes investments in battery storage and demand-side response mechanisms Dutch TSO Tennet"
X Link 2025-05-17T17:51Z [---] followers, [---] engagements

"So I'm assuming there will be more projects now as the law has been amended. $MERUS as one beneficiary https://x.com/tomppajo/status/1924366555174809756s=19 And while on the topic of energy storage. $MERUS.HE One of Finland's largest energy storage facilities commissioned in Lappeenranta Merus Power's EUR [--] million delivery completed https://t.co/F4zYSKT4j5 https://x.com/tomppajo/status/1924366555174809756s=19 And while on the topic of energy storage. $MERUS.HE One of Finland's largest energy storage facilities commissioned in Lappeenranta Merus Power's EUR [--] million delivery completed"
X Link 2025-05-25T08:53Z [---] followers, [--] engagements

"At least for us that slippage has slowed down investment decisions in hybrid power plants says Mika Jantunen CTO of Ilmatar. $ALFEN another beneficiary as in the past they have done projects with Ilmatar ps. haven't checked if there were issues. https://x.com/RenewableSearch/status/1674829294659567617s=19 Via ESN: " Glennmont Ilmatar and Alfen to develop 30MW BESS in Finland: Construction has begun on a 30MW battery energy storage system (BESS) in Finland developed by Glennmont Partners local IPP Ilmatar and " #EnergyStorage #Energy #BatteryStorage https://t.co/nCDFH0r1uF"
X Link 2025-05-25T08:55Z [---] followers, [---] engagements

"To Finland https://x.com/tomppajo/status/1926561826768068797s=19 In Finland energy companies have as many as [---] hybrids in the planning pipeline for various parts of Finland by [----]. https://t.co/hsAtLwcyWK https://x.com/tomppajo/status/1926561826768068797s=19 In Finland energy companies have as many as [---] hybrids in the planning pipeline for various parts of Finland by [----]. https://t.co/hsAtLwcyWK"
X Link 2025-05-27T10:33Z [---] followers, [---] engagements

"Last week I caved in to fomo and now again own $ALFEN (surely 3rd time's the charm) and also bought some $MERUS.HE. Completely unrelated to Montel's podcast. 🀫 https://x.com/montelnews/status/1928369856958632331s=19 The Iberian blackout is unlikely to spur the construction of new Spain-France interconnectors as no country should have to rely on its neighbours for grid stability an analyst said on Montels weekly Plugged In podcast. https://t.co/dijd4TCPe5 https://x.com/montelnews/status/1928369856958632331s=19 The Iberian blackout is unlikely to spur the construction of new Spain-France"
X Link 2025-06-02T09:51Z [---] followers, [---] engagements

"So batteries 'eh $MERUS $ALFEN Just last week ERCOT leadership told the Board that Texas has added [-----] megawatts of power in the last year: "most of it from solar and batteries" and "that puts us in a better position." How much better One year ago: 16.3% chance of energy emergencies. Today: 0.48%. https://t.co/XY5geoEaoU Just last week ERCOT leadership told the Board that Texas has added [-----] megawatts of power in the last year: "most of it from solar and batteries" and "that puts us in a better position." How much better One year ago: 16.3% chance of energy emergencies. Today: 0.48%."
X Link 2025-07-04T10:10Z [---] followers, [---] engagements

"@oystein_barmen I like Alfen they have long history and to my knowledge the quality is good (at least in Finland their stations are everywhere). But I dont like $ALFEN that much 😁 but the share price needs to find bottom"
X Link 2025-07-08T10:07Z [---] followers, [---] engagements

"@oystein_barmen ps. I'm going back and forth with owning them but currently think it is okay with buying from higher price if I don't have enough to ensure pain"
X Link 2025-07-08T10:09Z [---] followers, [--] engagements

"@oystein_barmen $ALFEN being the biggest() substations producer in Netherlands this sounds good https://x.com/tomppajo/status/1944436635367592074s=19 "To provide the grid capacity required the Dutch government estimates the level of investment needed in cables and new substations to be in the region of 200bn to 2040." And Netherlands is a small country (in terms of area) https://x.com/tomppajo/status/1944436635367592074s=19 "To provide the grid capacity required the Dutch government estimates the level of investment needed in cables and new substations to be in the region of 200bn to 2040.""
X Link 2025-07-13T16:42Z [---] followers, [---] engagements

"Now do I dare bet that regulators and bureaucrats would ease the requirements for critical infra $ALFEN had this to say about nitrogen restrictions:"
X Link 2025-07-14T11:52Z [---] followers, [---] engagements

""Most European ports are lagging in installing the shore-side electrical infrastructure needed for ships to switch from highly polluting marine fuel to cleaner electricity while docked a new study showed on Tuesday." Electrical infra to all (EU) ports European ports slow to install shore power ahead of [----] deadline study shows https://t.co/wiP5gXI4ME European ports slow to install shore power ahead of [----] deadline study shows https://t.co/wiP5gXI4ME"
X Link 2025-07-15T09:32Z [---] followers, [---] engagements

"Shire-to-ship as per my understanding is similar as EV charging just way larger scale. I wonder if $ALFEN's charging business isn't dead after all. πŸ€”"
X Link 2025-07-15T09:34Z [---] followers, [---] engagements

"And now Kempower seems to have surprised the market with EV charger demand. so I again own $ALFEN. @oystein_barmen $ALFEN being the biggest() substations producer in Netherlands this sounds good https://t.co/0Eww5iyRGQ @oystein_barmen $ALFEN being the biggest() substations producer in Netherlands this sounds good https://t.co/0Eww5iyRGQ"
X Link 2025-07-24T10:04Z [---] followers, [---] engagements

"Though Kempower sales and orders grew BIGLY in US where I think $ALFEN doesn't operate"
X Link 2025-07-24T10:08Z [---] followers, [---] engagements

"The Dutch electricity grid is becoming increasingly congested despite billions of investments that cannot keep up with the demand for grid capacity $ALFEN https://www.nrc.nl/nieuws/2025/07/29/het-nederlandse-stroomnet-slibt-steeds-verder-dicht-ondanks-miljardeninvesteringen-die-de-vraag-naar-netcapaciteit-niet-kunnen-bijbenen-a4901648 https://www.nrc.nl/nieuws/2025/07/29/het-nederlandse-stroomnet-slibt-steeds-verder-dicht-ondanks-miljardeninvesteringen-die-de-vraag-naar-netcapaciteit-niet-kunnen-bijbenen-a4901648"
X Link 2025-08-13T10:26Z [---] followers, [---] engagements

"Though times continue for $ALFEN. Would like the Dutch government address the nitrogen permitting issues before taking larger position. Alfen het bedrijf dat altijd op de meest maffe tijdstippen met cijfers komt zojuist als een der laatsten met Q2 cijfers. Weinig inspirerend met een getemperde verwachting voor [----] als meest in het oog springend. https://t.co/iOeC3FA6B9 Alfen het bedrijf dat altijd op de meest maffe tijdstippen met cijfers komt zojuist als een der laatsten met Q2 cijfers. Weinig inspirerend met een getemperde verwachting voor [----] als meest in het oog springend."
X Link 2025-08-21T09:10Z [---] followers, [---] engagements

"Nitrogen restrictions getting some more visibility in Netherlands. "The Confederation of Netherlands Industry and Employers (VNO-NCW) wants to quickly create more space for expanding the electricity grid which also releases nitrogen." https://x.com/john_witkamp/status/1957323976373424537s=19 En weer een artikel waarbij de kop de lading niet dekt. De ondernemers hebben geen last van een #stikstof crisis maar van de absurde opgelegde overheidsregels. 🀧 #milieumaffia https://t.co/mf1ShEezah https://x.com/john_witkamp/status/1957323976373424537s=19 En weer een artikel waarbij de kop de lading"
X Link 2025-09-09T10:12Z [---] followers, [---] engagements

"$ALFEN pain continues. Majority of the parties are supposed to be on the same page in regards to nitrogen limits renewable energy and grid buildout. Let's see how all those fit together. https://x.com/leonhillen/status/1985771935494467997s=19 Van de cijfers van Alfen word je nog steeds niet enthousiast. Het herhaalt de outlook voor [----] maar ziet de omzet aan de onderkant van de verwachting uitkomen. (Leuk om te lezen dat de nieuwe CEO een "strong start" heeft gemaakt weet niet hoe ik dat moet zien misschien https://t.co/kTuQ4s9a0j https://x.com/leonhillen/status/1985771935494467997s=19 Van"
X Link 2025-11-04T20:53Z [---] followers, [---] engagements

"I was bullish on $ALFEN and $MERUS.HE energy storages earlier this year because the law changes in Finland but sold them because market didn't agree. Maybe now Investment in battery storage in the Nordic and Baltic regions is increasing to curb the trend of below-zero prices as renewable interest picks up amid a stronger demand outlook industry participants told an Estonian conference. https://t.co/PEg49LtnY6 Investment in battery storage in the Nordic and Baltic regions is increasing to curb the trend of below-zero prices as renewable interest picks up amid a stronger demand outlook industry"
X Link 2025-11-19T12:19Z [---] followers, [---] engagements

"@tokavo @JarmoFriman Siihenkin lytyy apua Euroopasta πŸ˜‰ AMG Critical Materials Campine Solvay Umicore"
X Link 2025-12-16T07:36Z [---] followers, [---] engagements

"$ALFEN Measures for faster expansion of the electricity grid in Netherlands. https://t.co/VzirRq1iJR Measures for faster expansion of the electricity grid in Netherlands. https://t.co/VzirRq1iJR"
X Link 2025-12-23T11:00Z [---] followers, [---] engagements

"TenneT is a Dutch grid operator right $ALFEN https://x.com/i/status/2003420043053531543 TenneT in collaboration with the Ministry of Climate and Green Growth (KGG) has developed an acceleration package for space on the high-voltage grid. This aims to shorten project lead times and thus accelerate the expansion of the electricity grid. https://t.co/rZCJxu77Pm https://x.com/i/status/2003420043053531543 TenneT in collaboration with the Ministry of Climate and Green Growth (KGG) has developed an acceleration package for space on the high-voltage grid. This aims to shorten project lead times and"
X Link 2025-12-23T11:02Z [---] followers, [---] engagements

"$ALFEN Vanaf [--] januari [----] zijn twee nieuwe maatregelen gestart om de uitbreiding van het stroomnet te versnellen. De maatregelen zorgen voor kortere procedures in de voorbereidingsfase en meer ondersteuning van gemeenten en provincies. Nieuwsbericht https://t.co/LFI8z41Ifc https://t.co/A9Lb1mIrAI Vanaf [--] januari [----] zijn twee nieuwe maatregelen gestart om de uitbreiding van het stroomnet te versnellen. De maatregelen zorgen voor kortere procedures in de voorbereidingsfase en meer ondersteuning van gemeenten en provincies. Nieuwsbericht https://t.co/LFI8z41Ifc https://t.co/A9Lb1mIrAI"
X Link 2026-01-08T08:36Z [---] followers, [---] engagements

"ps. based on this press release from Dutch Ministry of Climate and Green Growth I took a decent sized position in $ALFEN. https://x.com/i/status/2009182527005839416 $ALFEN https://t.co/wK1IAvXUe2 https://x.com/i/status/2009182527005839416 $ALFEN https://t.co/wK1IAvXUe2"
X Link 2026-01-08T13:35Z [---] followers, [---] engagements

"Yesterday morning #Fortum's CEO was on TV saying that $Fortum is on brink of insolvency. https://x.com/tomppajo/status/1563527675527909376t=xcJZ9LMtGzLpuTrtyaO-Ug&s=19 This morning Markus Rauramo was on YLE1's "Ykksaamu" discussing Fortum's and Uniper's situation. He also talked shortly about the futures market. I think this topic is slowly starting to make sense to me. The snippets from https://t.co/QskYpVF52H translated with Google. https://t.co/UiCZzqLYyb https://x.com/tomppajo/status/1563527675527909376t=xcJZ9LMtGzLpuTrtyaO-Ug&s=19 This morning Markus Rauramo was on YLE1's "Ykksaamu""
X Link 2022-08-28T20:11Z [---] followers, [--] engagements

"I'll try to open the ideas in to cohese one tweet summaries will be hard. 😬 Let's start with $FORTUM. I think the main drag is the liquidity issues due to margin requirements. I think those will be solved with urgency. Uniper explanation tomorrow. https://twitter.com/tomppajo/status/1563980285171171328t=BxhQu7MkFfYarrkw3uRdLA&s=19 https://twitter.com/tomppajo/status/1563980285171171328t=BxhQu7MkFfYarrkw3uRdLA&s=19"
X Link 2022-08-29T15:17Z [---] followers, [--] engagements

"@InaTailHedged For the energy topic I am interested in Norsk Hydro $NHY.OL (producing casted aluminium) and UPM-Kymmene $UPM (paper mills) because during weekend I saw comments "oh they'll be shut down as they are so energy intensive" whereas in reality:"
X Link 2022-09-05T05:05Z [---] followers, [--] engagements

"When Macron talks about sobriety plan to save water and says the time of abundance had come to an end did he mean: a) Veolia Water gets more money from government or b) Veolia Water needs to start paying for proper maintenance of the networks they operate $vie.pa Proper FUD from The Guardian After its driest summer in [---] years much of Europe is in the grip of a winter drought driven by climate breakdown that is prompting growing concern among governments over the water security for homes farmers and factories https://t.co/SPu7sH7G3K Proper FUD from The Guardian After its driest summer in 500"
X Link 2023-03-10T13:41Z [---] followers, [---] engagements

""Sobriety plan to save water" probably not good for Veolia as for municipal water they get paid by the volume. So restrictions on water usage e.g. in gardening = lower volumes. $vie.pa"
X Link 2023-03-13T08:11Z [---] followers, [---] engagements

"Hmm not sure how that affects Veolia lower volume but higher price. $vie.pa Macron aims for saving 10% of water across all sectors by [----]. One of the announced actions is progressive water pricing system i.e. the more you use the more you pay. https://x.com/tomppajo/status/1643125165658611712 Progressive pricing savings and the fight against leaks are all part of the [--] measures in the new water management plan President Emmanuel Macron announced on Thursday to better tackle droughts. https://t.co/PMl4mhmOWb https://x.com/tomppajo/status/1643125165658611712 Progressive pricing savings and"
X Link 2023-04-04T05:40Z [---] followers, [---] engagements

"That's why I dont do work. This way I get exactly what I'm entitled to Doing work on a stock doesn't entitle you to a return. Doing work on a stock doesn't entitle you to a return"
X Link 2024-01-10T12:16Z [---] followers, [----] engagements

"@lassehie Nytt tutulta. Me taidettiin lopettaa kirjanpito viikon jlkeen kun todettiin ett sit tavaraa vaan tulee. Hienoja aamuja tulossa kun menee useampi vaippa varttiin. Joten long $ESSITY πŸ€‘"
X Link 2024-02-12T18:18Z [---] followers, [--] engagements

"Some demand coming from US $SU.PA https://x.com/ReutersCommods/status/1768255381443117247s=19 Schneider Electric to invest $140 million to boost U.S operations https://t.co/IUgNNS7pS9 https://x.com/ReutersCommods/status/1768255381443117247s=19 Schneider Electric to invest $140 million to boost U.S operations https://t.co/IUgNNS7pS9"
X Link 2024-03-14T12:46Z [---] followers, [---] engagements

"lol. Should have just bought all of them. πŸ˜‚πŸ₯Ή "Just three large companies dominate the market: Germanys Siemens US firm General Electric and Japans Hitachi" And I dont want to own any of those https://t.co/lV5RWyG0rm "Just three large companies dominate the market: Germanys Siemens US firm General Electric and Japans Hitachi" And I dont want to own any of those https://t.co/lV5RWyG0rm"
X Link 2024-10-23T11:32Z [---] followers, [----] engagements

"@madrush222 @Edark94 Studio Ghibli is owned by Nippon Television Holdings $9404.T And based purely on share price vibes since late [----] they have been shareholder friendly. ps. deleted the first post because wrong ticker"
X Link 2025-03-27T08:49Z [---] followers, [--] engagements

"The FOMO is starting to dissipate. "A monthly record was set in March [----] when [---] companies filed for bankruptcy. The office's statistics begin in [----] and the monthly figure has never been this high before." https://www.kauppalehti.fi/uutiset/nain-pahalta-nayttaa-konkurssikierre/a469cf64-01d5-473f-8008-2cc55a869cd4 https://www.kauppalehti.fi/uutiset/nain-pahalta-nayttaa-konkurssikierre/a469cf64-01d5-473f-8008-2cc55a869cd4"
X Link 2025-04-17T11:32Z [---] followers, [---] engagements

"Love to see AQ growing their trafo manufacturing capacity given the demand should still be there. 😍 $AQ.ST https://x.com/jasoncrawford/status/1903087829833462147s=19 @johnarnold One obstacle: shortages of transformer equipment whose delivery times have extended from 4-6 weeks in [----] to 2-3 years https://x.com/jasoncrawford/status/1903087829833462147s=19 @johnarnold One obstacle: shortages of transformer equipment whose delivery times have extended from 4-6 weeks in [----] to 2-3 years"
X Link 2025-04-23T07:24Z [---] followers, [---] engagements

"As this might be cybersecurity related I bought some calls on $SU.PA because they were the first company mentioned to me by AI chat. ps. They have earnings today so might be a mistake. UPDATE: Spain / Portugal / south of France blackout. Spain remains extremely short of power with rolling blackouts hitting most of the country. Official data shows demand (= supply) running at [--] GW now significantly below the [--] GW pre-outage. This is a massive blackout. https://t.co/VoGkJHquTi UPDATE: Spain / Portugal / south of France blackout. Spain remains extremely short of power with rolling blackouts"
X Link 2025-04-28T12:48Z [---] followers, [---] engagements

"This statement combined with revised outlook my $SU.PA gamble was a zero https://x.com/Energy_Tidbits/status/1917161399027159124s=19 Spain grid operator rules out cyberattack for blackout. Thx @AFP @business #OOTT https://t.co/E41GYwWmJG https://x.com/Energy_Tidbits/status/1917161399027159124s=19 Spain grid operator rules out cyberattack for blackout. Thx @AFP @business #OOTT https://t.co/E41GYwWmJG"
X Link 2025-04-29T10:20Z [---] followers, [---] engagements

"Sold $RAUTE today. Maybe the cycle isn't quite ready to turn yet. ps. thus far I have only bought $RAUTE from OMX Helsinki ps. thus far I have only bought $RAUTE from OMX Helsinki"
X Link 2025-05-30T17:18Z [---] followers, [---] engagements

"ps. as Korsns is old mine some stuff is already above ground. Now what is the value of that I tried to calculate but don't believe the result. $ERE.AX https://x.com/i/status/1996224566213922857 I get like [----] tonnes in the tailings and the current market prices for NdPr is [------] CNY per t or [-----] per t. Which would equal to something like [---] million $PRS.AX has market cap of AU$5 million. Can that be right https://x.com/i/status/1996224566213922857 I get like [----] tonnes in the tailings and the current market prices for NdPr is [------] CNY per t or [-----] per t. Which would equal to"
X Link 2025-12-28T10:06Z [---] followers, [---] engagements

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@tomppajo
/creator/twitter::tomppajo