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# ![@travislundyasia Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::720846033735929856.png) @travislundyasia Travis Lundy 👹

Travis Lundy 👹 posts on X about events, market cap, ipo, $800mm the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::720846033735929856/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720846033735929856/c:line/m:interactions.svg)

- X Week XX -XX%
- X Month XXXXX -XX%
- X Months XXXXXX +24%
- X Year XXXXXXX -XX%

### Mentions: X [#](/creator/twitter::720846033735929856/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720846033735929856/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +12%
- X Year XXX -XX%

### Followers: XXXXX [#](/creator/twitter::720846033735929856/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720846033735929856/c:line/m:followers.svg)

- X Week XXXXX +0.08%
- X Month XXXXX +0.40%
- X Months XXXXX +5.20%
- X Year XXXXX +7.80%

### CreatorRank: undefined [#](/creator/twitter::720846033735929856/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720846033735929856/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::720846033735929856/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[events](/topic/events) 1.35%, [market cap](/topic/market-cap) 1.35%, [ipo](/topic/ipo) 1.35%, [$800mm](/topic/$800mm) 1.35%, [$2899hk](/topic/$2899hk) 1.35%, [hitachi](/topic/hitachi) 1.35%, [$6501t](/topic/$6501t) 1.35%, [$9086t](/topic/$9086t) 1.35%, [real world](/topic/real-world) 1.35%, [$6525t](/topic/$6525t) XXXX%

**Top accounts mentioned or mentioned by**
[@jamiehalse](/creator/undefined) [@smartkarma](/creator/undefined) [@investinjapan](/creator/undefined) [@baldingsworld](/creator/undefined) [@willthrower3](/creator/undefined) [@puppyeh1](/creator/undefined) [@valueinvestjpn](/creator/undefined) [@himichaelhe](/creator/undefined) [@berkelkip](/creator/undefined) [@arithmeticunit](/creator/undefined) [@gearoidreidy](/creator/undefined) [@leeminjeong83](/creator/undefined) [@urbandirt](/creator/undefined) [@govro12](/creator/undefined) [@teddyokuyama](/creator/undefined) [@bankofvol](/creator/undefined) [@daddysethia](/creator/undefined) [@thelonghappy](/creator/undefined) [@mikefritzell](/creator/undefined) [@andylocoro](/creator/undefined)
### Top Social Posts [#](/creator/twitter::720846033735929856/posts)
---
Top posts by engagements in the last XX hours

"There are times when understanding the full gamut of events and corporate actions around a stock may be worthwhile. My colleague @davidjblenner just wrote about 2899 HK which has a magnificent market cap and EV/EBITDA blessed by the gold boom. He is not bullish"  
[X Link](https://x.com/travislundyasia/status/1967929253401595915) [@travislundyasia](/creator/x/travislundyasia) 2025-09-16T12:31Z 6070 followers, XXX engagements


"His headline is pretty self-explanatory. It talks about the PHIP of its potential new subsidiary IPO and looks at a forward PER vs forward discount to NAV (as a holdco) and shows what the share price might do until then. He's got data"  
[X Link](https://x.com/travislundyasia/status/1967929255565857047) [@travislundyasia](/creator/x/travislundyasia) 2025-09-16T12:31Z 6071 followers, XXX engagements


"The benefit of being part of a team which does lots of interesting stuff is that I reminded him there is also likely about $800mm of Zijin Mining (2899 HK) stock to sell this Friday as it gets kicked out of the VanEck Global Gold Miners ETF benchmark change/index rebalance"  
[X Link](https://x.com/travislundyasia/status/1967929257558171927) [@travislundyasia](/creator/x/travislundyasia) 2025-09-16T12:31Z 6071 followers, XXX engagements


"In April 2022 Hitachi sold Hitachi Transport System to a KKR buyout. Minorities got a great price. Hitachi a good price. Hitachi reinvested 10bn to get XX% implying KKR invested 90bn as the equity check on this and XX% was worth 20bn. Today KKR is selling XX% for 142.3bn"  
[X Link](https://x.com/travislundyasia/status/1975095710082351597) [@travislundyasia](/creator/x/travislundyasia) 2025-10-06T07:08Z 6072 followers, 1403 engagements


"A few weeks ago I wrote that the KKR (13% of shares out and XX% of Max Real World Float) lock-up expiry on Kokusai Electric was approaching. The stock had gone up. After I wrote shares jumped sharply outperforming everything in the sector except Advantest"  
[X Link](https://x.com/travislundyasia/status/1975855279775600677) [@travislundyasia](/creator/x/travislundyasia) 2025-10-08T09:26Z 6071 followers, 1069 engagements


"Today AMAT shows up offering 10.7mm shares in an ABO to price tonight (pre-open Tokyo time tmrw). Expected discount is 4.5-6.5%. My comments below. Disclosure: not affiliated. No effort to sell or solicit"  
[X Link](https://x.com/travislundyasia/status/1975855281977565388) [@travislundyasia](/creator/x/travislundyasia) 2025-10-08T09:26Z 6072 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@travislundyasia Avatar @travislundyasia Travis Lundy 👹

Travis Lundy 👹 posts on X about events, market cap, ipo, $800mm the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

Engagements Line Chart

  • X Week XX -XX%
  • X Month XXXXX -XX%
  • X Months XXXXXX +24%
  • X Year XXXXXXX -XX%

Mentions: X #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX -XX%
  • X Months XXX +12%
  • X Year XXX -XX%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.08%
  • X Month XXXXX +0.40%
  • X Months XXXXX +5.20%
  • X Year XXXXX +7.80%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% technology brands XXXX% travel destinations XXXX%

Social topic influence events 1.35%, market cap 1.35%, ipo 1.35%, $800mm 1.35%, $2899hk 1.35%, hitachi 1.35%, $6501t 1.35%, $9086t 1.35%, real world 1.35%, $6525t XXXX%

Top accounts mentioned or mentioned by @jamiehalse @smartkarma @investinjapan @baldingsworld @willthrower3 @puppyeh1 @valueinvestjpn @himichaelhe @berkelkip @arithmeticunit @gearoidreidy @leeminjeong83 @urbandirt @govro12 @teddyokuyama @bankofvol @daddysethia @thelonghappy @mikefritzell @andylocoro

Top Social Posts #


Top posts by engagements in the last XX hours

"There are times when understanding the full gamut of events and corporate actions around a stock may be worthwhile. My colleague @davidjblenner just wrote about 2899 HK which has a magnificent market cap and EV/EBITDA blessed by the gold boom. He is not bullish"
X Link @travislundyasia 2025-09-16T12:31Z 6070 followers, XXX engagements

"His headline is pretty self-explanatory. It talks about the PHIP of its potential new subsidiary IPO and looks at a forward PER vs forward discount to NAV (as a holdco) and shows what the share price might do until then. He's got data"
X Link @travislundyasia 2025-09-16T12:31Z 6071 followers, XXX engagements

"The benefit of being part of a team which does lots of interesting stuff is that I reminded him there is also likely about $800mm of Zijin Mining (2899 HK) stock to sell this Friday as it gets kicked out of the VanEck Global Gold Miners ETF benchmark change/index rebalance"
X Link @travislundyasia 2025-09-16T12:31Z 6071 followers, XXX engagements

"In April 2022 Hitachi sold Hitachi Transport System to a KKR buyout. Minorities got a great price. Hitachi a good price. Hitachi reinvested 10bn to get XX% implying KKR invested 90bn as the equity check on this and XX% was worth 20bn. Today KKR is selling XX% for 142.3bn"
X Link @travislundyasia 2025-10-06T07:08Z 6072 followers, 1403 engagements

"A few weeks ago I wrote that the KKR (13% of shares out and XX% of Max Real World Float) lock-up expiry on Kokusai Electric was approaching. The stock had gone up. After I wrote shares jumped sharply outperforming everything in the sector except Advantest"
X Link @travislundyasia 2025-10-08T09:26Z 6071 followers, 1069 engagements

"Today AMAT shows up offering 10.7mm shares in an ABO to price tonight (pre-open Tokyo time tmrw). Expected discount is 4.5-6.5%. My comments below. Disclosure: not affiliated. No effort to sell or solicit"
X Link @travislundyasia 2025-10-08T09:26Z 6072 followers, XXX engagements

@travislundyasia
/creator/twitter::travislundyasia