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[@LaTranquillum](/creator/twitter/LaTranquillum)
"Aluminum isnt just for soda cans and jets. In 2025 its a tariff tale premium play ESG parable and power-market hedge. Norsk Hydro $NHY.OL a century-old Norwegian aluminum giant looks oddly well-positioned as monetary policy drifts dovish & trade policy swerves non-stop 🧵"  
[X Link](https://x.com/LaTranquillum/status/1960279262381904209) [@LaTranquillum](/creator/x/LaTranquillum) 2025-08-26T09:52Z XXX followers, 3254 engagements


"10/ Execution-wise Extrusions margins need defending end-markets (transport auto) remain patchy. For now mgmt gets a gold star; Capex cut hiring freeze and targeted improvement programs (automations greener product upcharges) well executed vs stated financial guardrails"  
[X Link](https://x.com/LaTranquillum/status/1960279277514998271) [@LaTranquillum](/creator/x/LaTranquillum) 2025-08-26T09:52Z XXX followers, XXX engagements


"11/ Bottom line: XXX net leverage EV/EBITDA XXX on mid-cycle downside is cushioned; upside torque is to premiums and alumina spreads. Norsk Hydro is a mid-cycle cash compounder with tariff optionality. That shouldnt be a thing and yet- 2025 🔚 $NHY.OL @joinyellowbrick"  
[X Link](https://x.com/LaTranquillum/status/1960279279100375180) [@LaTranquillum](/creator/x/LaTranquillum) 2025-08-26T09:52Z XXX followers, XXX engagements


"3/ It's a digital BSS/OSS vendor with an increasingly license/ARR-tilted mix. Think of it as a keeper of telecom billing customer mgmt and the stuff between. The industry leaders are Amdocs and Netcracker who charge EBITDA multiples typically north of 10x. Tecnotree Just 2.8x"  
[X Link](https://x.com/LaTranquillum/status/1976584827882369024) [@LaTranquillum](/creator/x/LaTranquillum) 2025-10-10T09:45Z XXX followers, XXX engagements


"5/ Germany is Talkpools reliable cashcow: it focuses on fixed-network planning for operators permitting wayleaves with property owners and construction-ready plans. The paperwork-to-build niche aligns with its positioning as a specialist partner to large incumbents"  
[X Link](https://x.com/LaTranquillum/status/1979125084141781206) [@LaTranquillum](/creator/x/LaTranquillum) 2025-10-17T09:59Z XXX followers, XXX engagements


"6/ 2023 revenue grew XX% to 4.2m sending 1m to HQ in 2023. 2024 annual report reiterates profitability and says it again contributed 1m with XX% organic growth. A 5-year 17.5m agreement w/ Deutsche Telekom shifted the mix toward fiber planning"  
[X Link](https://x.com/LaTranquillum/status/1979125085781852209) [@LaTranquillum](/creator/x/LaTranquillum) 2025-10-17T09:59Z XXX followers, XXX engagements


"7/ An independent valuation by BDO put unit at 20.5m. For reference the Group EV is 12m. Even if Germany is the only mature profit engine the call option for growth outside should be worth something. Even after applying discounts friction costs and total cynicism"  
[X Link](https://x.com/LaTranquillum/status/1979125087233089990) [@LaTranquillum](/creator/x/LaTranquillum) 2025-10-17T09:59Z XXX followers, XXX engagements


"8/ Would there be any growth outside Germany Well its recent US market entry is in CEO-speak transformational. It entered with an anchor partner MasTec $MTZ won a service contract for fiber deployment $1m in year one; paves the way for a broader market entry"  
[X Link](https://x.com/LaTranquillum/status/1979125088801742993) [@LaTranquillum](/creator/x/LaTranquillum) 2025-10-17T09:59Z XXX followers, XX engagements