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[@AAMannolu](/creator/twitter/AAMannolu)
"Following the same trajectory $THEON / $THEON.AS announced today that they are acquiring $Kappa Optronics GmbH to further expand into aviation and land based optronics. Have to see how much leverage this puts through"  
[X Link](https://x.com/AAMannolu/status/1952447810378342911) [@AAMannolu](/creator/x/AAMannolu) 2025-08-04T19:13Z XX followers, XXX engagements


"Update on my holdings: $IBKR (+73%): became a XX% position through returns. $GASS (+20%): asset play story still holds. So far the charter is going good considering the SPOT market rates for the LPG containers. I do not see any concerns so far. Just HOLD. $AMR (+14%): Finally in the green after a year long downtrend; was cheap to buy for the same thesis. It sits now at a second highest conviction position (17%) in my entire portfolio. $HWKN (+70%): As always Hawkins is being good at what they do particularly acquiring more regional Water Treatment Plants. Even though it is fairly priced I am"  
[X Link](https://x.com/AAMannolu/status/1972988693695586379) [@AAMannolu](/creator/x/AAMannolu) 2025-09-30T11:35Z XX followers, XXX engagements


"I typically do not check or mind the insider transactions but buying US$16m worth of stock is crazy indeed. $AMR Courtesy: @simplywallst"  
[X Link](https://x.com/AAMannolu/status/1972990437704269942) [@AAMannolu](/creator/x/AAMannolu) 2025-09-30T11:42Z XX followers, XXX engagements


"@Armin_Hartl I too not getting my hopes up but strongly believe on the thesis of MetCoal demand being increased in the coming years. BTW Long on $AMR (20% of portfolio)"  
[X Link](https://x.com/AAMannolu/status/1976367848659575175) [@AAMannolu](/creator/x/AAMannolu) 2025-10-09T19:23Z XX followers, XX engagements