[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.] [@WatcherStock](/creator/twitter/WatcherStock) "The clock is ticking Will $Dash buy something in EU $TKWY $HFG $ROO all targets imho Or will DoorDash be crushed in EU by $PRX"  [@WatcherStock](/creator/x/WatcherStock) on [X](/post/tweet/1910708344706171016) 2025-04-11 14:55:43 UTC XXX followers, 2830 engagements "Current Enterprise Value #ATOS is -2Bn (marketcp of 750mln and 1.25Bn). 10Bn IT revenues. With book-to-bill of XXX% in Q4. Confirmed orderbook of 13Bn pipeline of 5Bn. My PT is XXXX for $ATO.PA based on EV/rev25 of 0.5x (1/3 of Capgemini)"  [@WatcherStock](/creator/x/WatcherStock) on [X](/post/tweet/1897540523566473504) 2025-03-06 06:51:30 UTC XXX followers, 2236 engagements "@1Investeerder @ReutersTech $TKWY deal is now only conditional on X. EU approval (most probably needs remedy on DHER minority stake to assure EU that this is not in span of control of Prosus like Glove was for DHER). X. And 80%+ shareholders just eat takeaway offering shares before XX July"  [@WatcherStock](/creator/x/WatcherStock) on [X](/post/tweet/1942856023645024261) 2025-07-09 07:59:07 UTC XXX followers, XXX engagements "Larger shareholders $TKWY signal to Fabricio Bloisi in todays EGM that they can easily organize a XX% objection to Prosus lowball XXXXX bid. Message is clear X ms"  [@WatcherStock](/creator/x/WatcherStock) on [X](/post/tweet/1942624001861509321) 2025-07-08 16:37:08 UTC XXX followers, XXX engagements "$HFG tested its new strategy with lower marketing costs in Q4 successfully with much better 2024 aebitda than communicated outlook. Now that this new strategy forms the basis for 2025 with 20%+ extra aebitda this is suddenly a problem for the market"  [@WatcherStock](/creator/x/WatcherStock) on [X](/post/tweet/1899454207733678379) 2025-03-11 13:35:47 UTC XXX followers, 1867 engagements "@1Investeerder @ReutersTech Lots of questions at $TKWY EGM Though no answers from RvC and RvB VEB indicated they will go to AFM on CEO incentives. XX% approved XX% threshold (was condition precedent in deal) XX% objected installment Fabricio clear message that XX% is no certainty - pay up Prosus"  [@WatcherStock](/creator/x/WatcherStock) on [X](/post/tweet/1942855114416611788) 2025-07-09 07:55:30 UTC XXX followers, XXX engagements "Tomorrow BAVA just eat takeaway on lowball bid Prosus. Talks with $TKWY started on 2911-24. XXXXX bid $PRX is only XX% premium on XXXXX shareprice 29-11. Also only XX% premium over Dec24 high of XXXXX. Bid is unfair outlook 2025 stinks with 150mln extra costs 🚩"  [@WatcherStock](/creator/x/WatcherStock) on [X](/post/tweet/1942176705466032226) 2025-07-07 10:59:45 UTC XXX followers, 2167 engagements "$PLNT eyeing $BFIT KBC securities says If so I would expect a share transaction with X new share Planet Fitness for X share Basic Fit. That implies XX per share en would still be earnings accretive for Planet Fitness. Lets see what happens"  [@WatcherStock](/creator/x/WatcherStock) on [X](/post/tweet/1938852320948715645) 2025-06-28 06:49:50 UTC XXX followers, XXX engagements "#Hellofresh with its expanding offerings (e.g. Ready To Eat) would be a great addition to global food delivery companies seeking to diversify. Also dirt cheap at XXXX $HFG indicating FCF of X per share in 2025"  [@WatcherStock](/creator/x/WatcherStock) on [X](/post/tweet/1945838788107743742) 2025-07-17 13:31:33 UTC XXX followers, 1180 engagements "Will Prosus XXXXX bid get XX% backing of $TKWY shareholders EGM signaled XX% opposition to Fabricio"  [@WatcherStock](/creator/x/WatcherStock) on [X](/post/tweet/1942879911401705632) 2025-07-09 09:34:02 UTC XXX 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.]
@WatcherStock
"The clock is ticking Will $Dash buy something in EU $TKWY $HFG $ROO all targets imho Or will DoorDash be crushed in EU by $PRX"
@WatcherStock on X 2025-04-11 14:55:43 UTC XXX followers, 2830 engagements
"Current Enterprise Value #ATOS is -2Bn (marketcp of 750mln and 1.25Bn). 10Bn IT revenues. With book-to-bill of XXX% in Q4. Confirmed orderbook of 13Bn pipeline of 5Bn. My PT is XXXX for $ATO.PA based on EV/rev25 of 0.5x (1/3 of Capgemini)" @WatcherStock on X 2025-03-06 06:51:30 UTC XXX followers, 2236 engagements
"@1Investeerder @ReutersTech $TKWY deal is now only conditional on X. EU approval (most probably needs remedy on DHER minority stake to assure EU that this is not in span of control of Prosus like Glove was for DHER). X. And 80%+ shareholders just eat takeaway offering shares before XX July" @WatcherStock on X 2025-07-09 07:59:07 UTC XXX followers, XXX engagements
"Larger shareholders $TKWY signal to Fabricio Bloisi in todays EGM that they can easily organize a XX% objection to Prosus lowball XXXXX bid. Message is clear X ms" @WatcherStock on X 2025-07-08 16:37:08 UTC XXX followers, XXX engagements
"$HFG tested its new strategy with lower marketing costs in Q4 successfully with much better 2024 aebitda than communicated outlook. Now that this new strategy forms the basis for 2025 with 20%+ extra aebitda this is suddenly a problem for the market" @WatcherStock on X 2025-03-11 13:35:47 UTC XXX followers, 1867 engagements
"@1Investeerder @ReutersTech Lots of questions at $TKWY EGM Though no answers from RvC and RvB VEB indicated they will go to AFM on CEO incentives. XX% approved XX% threshold (was condition precedent in deal) XX% objected installment Fabricio clear message that XX% is no certainty - pay up Prosus" @WatcherStock on X 2025-07-09 07:55:30 UTC XXX followers, XXX engagements
"Tomorrow BAVA just eat takeaway on lowball bid Prosus. Talks with $TKWY started on 2911-24. XXXXX bid $PRX is only XX% premium on XXXXX shareprice 29-11. Also only XX% premium over Dec24 high of XXXXX. Bid is unfair outlook 2025 stinks with 150mln extra costs 🚩" @WatcherStock on X 2025-07-07 10:59:45 UTC XXX followers, 2167 engagements
"$PLNT eyeing $BFIT KBC securities says If so I would expect a share transaction with X new share Planet Fitness for X share Basic Fit. That implies XX per share en would still be earnings accretive for Planet Fitness. Lets see what happens" @WatcherStock on X 2025-06-28 06:49:50 UTC XXX followers, XXX engagements
"#Hellofresh with its expanding offerings (e.g. Ready To Eat) would be a great addition to global food delivery companies seeking to diversify. Also dirt cheap at XXXX $HFG indicating FCF of X per share in 2025" @WatcherStock on X 2025-07-17 13:31:33 UTC XXX followers, 1180 engagements
"Will Prosus XXXXX bid get XX% backing of $TKWY shareholders EGM signaled XX% opposition to Fabricio" @WatcherStock on X 2025-07-09 09:34:02 UTC XXX followers, XXX engagements