[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.] [@jefke00](/creator/twitter/jefke00) "$AER CEO (Apr): Without Europe & China Boeing isnt a viable business. Theyd need to nationalize or offshore production"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1948068105936142350) 2025-07-23 17:10:04 UTC 1915 followers, XX engagements "Barry Callebaut earnings do not seem pretty $BARN.SW - Mentions a "new normal" (elevated and high bean prices) - Volume decline accelerated to -XXX% in the Q - Cuts FY guidance to -X% volume (from -5%) and EBIT growth to 5-10% ( from 10%+)"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1943199659154973018) 2025-07-10 06:44:36 UTC 1916 followers, XXX engagements "Aviation is one of the few sectors where the US runs a meaningful trade surplus vs both EU and China. Boeing is a national champion too important to get crushed in a trade war. Can't let it lose ground in the duopoly and let THE FRENCH win"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1948068109342130486) 2025-07-23 17:10:05 UTC 1915 followers, XXX engagements "In April 2024 I wrote about #INCH and got asked "Why would you buy Inchcape and not Stellantis they're correlated and Stellantis is way cheaper" $STLA was probably trading at 5x FCF at the time with net cash vs 10x for Inchcape. All I could answer at the time was that it was heuristics based: And the heuristic is: car OEMs because they are "bad businesses" and I just avoid them. Distributors on the other hand should be less cyclical less capital intensive/better cash conversion & have higher returns (ROE/ROCE.). More robust in a downturn. I'm happy had my heuristic"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1947306602337362160) 2025-07-21 14:44:07 UTC 1915 followers, XXX engagements "$STLA demonstrating how quickly things can turn for a car OEM"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1840667403807547446) 2024-09-30 08:18:01 UTC 1915 followers, 2933 engagements "$AER CEO talked about this in April: - if US puts XX% tariffs on Airbus and the rest of the world retaliates with XX% tariffs on $BA then: - US becomes Boeing only rest of the world Airbus - "Without Europe and China Boeing isn't viable business. Theyll either have to become nationalized or offshore production" - "Aviation is one of the industries where the US has a massive trade surplus with both the EU and China (and the whole world)." Boeing is too important to let it get crushed by tariffs = included in trade deals"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1948005374398738730) 2025-07-23 13:00:48 UTC 1916 followers, XXX engagements "Interestingly enough these where they only repurchases $AER did in Q2 25"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1940796322850000980) 2025-07-03 15:34:36 UTC 1916 followers, 1433 engagements "@MikeFritzell Some of us found a new telco guru to idolize 😤"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1948084031792570675) 2025-07-23 18:13:21 UTC 1915 followers, XXX engagements "A quick look at Inchcape's #INCH bonus plan for management. Key metrics: - 3-year EPS CAGR - ROCE - Cash conversion This supports their goal of XX% medium-term EPS CAGR and the use of share buybacks for value creation"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1915702971397988767) 2025-04-25 09:42:35 UTC 1916 followers, XXX engagements "Dave just chillin' and buying "a pan-European leader in branded foods" The very next day: NewPrinces Group signs binding agreement to acquire Carrefour Italia 🤨"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1948691258886816213) 2025-07-25 10:26:15 UTC 1916 followers, XXX engagements "@StockForester I started reading up on the name a week ago or so. This Carrefour acquisiation seems a bit of a plot twist no Curious for your write-up"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1948672316365570416) 2025-07-25 09:10:59 UTC 1916 followers, XXX engagements "Belgian incumbent Telco Proximus $PROX.BR touted their "international segment" as the future growth engine. The CEO who came up with that plan just left. This is the first quarter the new CEO gets to present and they're already downgrading the outlook from +20% to down 5-10%"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1948670167384273134) 2025-07-25 09:02:27 UTC 1916 followers, 1386 engagements "It might sound odd at first that Trump is stuffing "Buy $BA" clauses in these trade deals. but it makes sense. If US slaps XX% tariffs on $AIR.PA the RoW can retaliate with XX% on BA. Buyers just pick the cheaper side. Result: US = Boeing RoW = Airbus"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1948068101251109117) 2025-07-23 17:10:03 UTC 1915 followers, XXX engagements "In an atypical move for the company Tessenderlo Group $TESB announced to combine their collagen & gelatines activities with Darling Ingredients $DAR. They will form a new JV $TESB will add their subsidiary PB Leiner for XX% of the combined company. Atypical because usually Tack wants to be in control and does the "fixer upper" part himself. PB Leiner once seemed to be a promising growth segment but it has been struggling recently. At the end of 2024 $TESB announced the closure of X European plants. I guess putting the remainder together with $DAR is happening with getting some scale and"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1921866039031185629) 2025-05-12 09:52:24 UTC 1916 followers, XXX engagements "Inchcape #INCH reiterating their FY2025 outlook with a sneaky upgrade: "Higher EPS growth expected" They're also speedrunning through their 12-month buyback programme: XX% completed in X months"  [@jefke00](/creator/x/jefke00) on [X](/post/tweet/1938148006399824224) 2025-06-26 08:11:08 UTC 1915 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@jefke00
"$AER CEO (Apr): Without Europe & China Boeing isnt a viable business. Theyd need to nationalize or offshore production"
@jefke00 on X 2025-07-23 17:10:04 UTC 1915 followers, XX engagements
"Barry Callebaut earnings do not seem pretty $BARN.SW - Mentions a "new normal" (elevated and high bean prices) - Volume decline accelerated to -XXX% in the Q - Cuts FY guidance to -X% volume (from -5%) and EBIT growth to 5-10% ( from 10%+)" @jefke00 on X 2025-07-10 06:44:36 UTC 1916 followers, XXX engagements
"Aviation is one of the few sectors where the US runs a meaningful trade surplus vs both EU and China. Boeing is a national champion too important to get crushed in a trade war. Can't let it lose ground in the duopoly and let THE FRENCH win" @jefke00 on X 2025-07-23 17:10:05 UTC 1915 followers, XXX engagements
"In April 2024 I wrote about #INCH and got asked "Why would you buy Inchcape and not Stellantis they're correlated and Stellantis is way cheaper" $STLA was probably trading at 5x FCF at the time with net cash vs 10x for Inchcape. All I could answer at the time was that it was heuristics based: And the heuristic is: car OEMs because they are "bad businesses" and I just avoid them. Distributors on the other hand should be less cyclical less capital intensive/better cash conversion & have higher returns (ROE/ROCE.). More robust in a downturn. I'm happy had my heuristic" @jefke00 on X 2025-07-21 14:44:07 UTC 1915 followers, XXX engagements
"$STLA demonstrating how quickly things can turn for a car OEM" @jefke00 on X 2024-09-30 08:18:01 UTC 1915 followers, 2933 engagements
"$AER CEO talked about this in April: - if US puts XX% tariffs on Airbus and the rest of the world retaliates with XX% tariffs on $BA then: - US becomes Boeing only rest of the world Airbus - "Without Europe and China Boeing isn't viable business. Theyll either have to become nationalized or offshore production" - "Aviation is one of the industries where the US has a massive trade surplus with both the EU and China (and the whole world)." Boeing is too important to let it get crushed by tariffs = included in trade deals" @jefke00 on X 2025-07-23 13:00:48 UTC 1916 followers, XXX engagements
"Interestingly enough these where they only repurchases $AER did in Q2 25" @jefke00 on X 2025-07-03 15:34:36 UTC 1916 followers, 1433 engagements
"@MikeFritzell Some of us found a new telco guru to idolize 😤" @jefke00 on X 2025-07-23 18:13:21 UTC 1915 followers, XXX engagements
"A quick look at Inchcape's #INCH bonus plan for management. Key metrics: - 3-year EPS CAGR - ROCE - Cash conversion This supports their goal of XX% medium-term EPS CAGR and the use of share buybacks for value creation" @jefke00 on X 2025-04-25 09:42:35 UTC 1916 followers, XXX engagements
"Dave just chillin' and buying "a pan-European leader in branded foods" The very next day: NewPrinces Group signs binding agreement to acquire Carrefour Italia 🤨" @jefke00 on X 2025-07-25 10:26:15 UTC 1916 followers, XXX engagements
"@StockForester I started reading up on the name a week ago or so. This Carrefour acquisiation seems a bit of a plot twist no Curious for your write-up" @jefke00 on X 2025-07-25 09:10:59 UTC 1916 followers, XXX engagements
"Belgian incumbent Telco Proximus $PROX.BR touted their "international segment" as the future growth engine. The CEO who came up with that plan just left. This is the first quarter the new CEO gets to present and they're already downgrading the outlook from +20% to down 5-10%" @jefke00 on X 2025-07-25 09:02:27 UTC 1916 followers, 1386 engagements
"It might sound odd at first that Trump is stuffing "Buy $BA" clauses in these trade deals. but it makes sense. If US slaps XX% tariffs on $AIR.PA the RoW can retaliate with XX% on BA. Buyers just pick the cheaper side. Result: US = Boeing RoW = Airbus" @jefke00 on X 2025-07-23 17:10:03 UTC 1915 followers, XXX engagements
"In an atypical move for the company Tessenderlo Group $TESB announced to combine their collagen & gelatines activities with Darling Ingredients $DAR. They will form a new JV $TESB will add their subsidiary PB Leiner for XX% of the combined company. Atypical because usually Tack wants to be in control and does the "fixer upper" part himself. PB Leiner once seemed to be a promising growth segment but it has been struggling recently. At the end of 2024 $TESB announced the closure of X European plants. I guess putting the remainder together with $DAR is happening with getting some scale and" @jefke00 on X 2025-05-12 09:52:24 UTC 1916 followers, XXX engagements
"Inchcape #INCH reiterating their FY2025 outlook with a sneaky upgrade: "Higher EPS growth expected" They're also speedrunning through their 12-month buyback programme: XX% completed in X months" @jefke00 on X 2025-06-26 08:11:08 UTC 1915 followers, XXX engagements