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[@AdrianKowollik](/creator/twitter/AdrianKowollik)
"#NXP posts results as well as a Q3 guidance above consensus. Positive for #Aixtron $AIXA whose results are due on July 31"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1947532306580734403) 2025-07-22 05:40:59 UTC 4637 followers, XXX engagements


"#Dadelo $DAD Management's long-term guidance of 35-40% share in the c. PLN 5bn #Poland #bike market would correspond to annual sales of PLN 1.75bn and (with an EV/Sales of 1.5x) an Enterprise Value of PLN 2.63bn. This is 4x times the current one"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1945044486523863348) 2025-07-15 08:55:17 UTC 4636 followers, XXX engagements


"#Pepco $PCO Solid results especially when it comes to LFL growth and gross margin. Start of the share buyback announced #retail #stocks"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1943186397067649063) 2025-07-10 05:51:54 UTC 4637 followers, XXX engagements


"#Aixtron $AIXI For the company's important clients #Infineon and #Wolfspeed analysts expect a strong growth in the medium term"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1944634910213329402) 2025-07-14 05:47:46 UTC 4634 followers, XXX engagements


"Quick calculation: Impl. EV/EBITDA 2025E-27E of #PepcoGroup $PCO accounting for the EUR 200m buyback until 2027E (assumption: 50m in 2024/25 75m in each of 2025/26E & 2026/27E"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1946518390857670710) 2025-07-19 10:32:03 UTC 4636 followers, 1607 engagements


"Main growth driver at #Aixtron in the long run: Gallium nitride (GaN) which can be used in power supply chips for #AI GPUs. #Infineon has announced that it would send GaN samples to clients by Q4/25 and ramp up production (- orders for $AIXA)"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1946443437915378124) 2025-07-19 05:34:13 UTC 4637 followers, 1160 engagements


"I expect that excl. #Poundland #Pepco $PCO will generate a similar EBITDA margin to Polish #CCC (around 18%). Thus $PCO XXXX% lower EV/EBITDA 2025E at present does not seem justified"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1938141651328717254) 2025-06-26 07:45:53 UTC 4637 followers, XXX engagements


"By investing in #Salzgitter $SZG (Market cap EUR 1.2bn largest German producer of steel pipes) you will get a XXXXX% in the largest #copper producer in Europe #Aurubis which itself is currently worth EUR 1bn"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1918988559777755273) 2025-05-04 11:18:20 UTC 4636 followers, 1483 engagements


"Importance of #Germany for #UE member states on the example of #Poland: Since its EU accession in 2024 PL has received in total EUR 246bn of EU funds for e.g. infrastructure and R&D projects. In 2023 D alone accounted for XXXX% of national contributions to the EU budget. 1/3"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1862024481725718737) 2024-11-28 06:43:25 UTC 4636 followers, XXX engagements


"#VeganzGroup #Germany #Foodtech #stock Spin-offs and fundraising for them among external strategic investors/VC could generate significant shareholder value much more than Vegaz' current market cap. The company recently raised EUR 7m and its cash burn equals c. EUR 300k/month"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1948351594568753571) 2025-07-24 11:56:33 UTC 4636 followers, XXX engagements


"#Aixtron $AIXI Global spending on semiconductor equipment is expected to rise by XXX% y-o-y to USD 185bn in 2025. Sales of the global semiconductor industry are expected to maintain a CAGR of XX% beyond 2025 potentially reaching a USD 1tr valuation by 2030"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1944634436114383147) 2025-07-14 05:45:53 UTC 4634 followers, XXX engagements


"#VeganzGroup #Verticalfarming subsidiary OribiTech was just sold for EUR 30m (#Verganz' Market cap equals EUR 30.2m). In Q3/25 the company also wants to gain EUR 10-20m for a minority stake in its subsidiary Mililk FoodTech GmbH (pre-money value EUR 80mVeganz' stake = EUR 40m)"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1948364238910620125) 2025-07-24 12:46:48 UTC 4636 followers, XXX engagements


"I am wondering how you can justify a SELL for #PepcoGroup $PCO given the above an improving environment for retail spending in Europe a completing restructuring and a reasonable & focused strategy for the coming years"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1946518801601773986) 2025-07-19 10:33:41 UTC 4636 followers, XXX engagements


"#Pepco $PCO Current EV/EBITDA 2025E of 4.8x appears very cheap vs. peers #CCC (7.8x) #LPP (7.2x) and the owner of #Primark stores #ABF Plc (6.5x) #retail #CEE"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1937770416396742761) 2025-06-25 07:10:43 UTC 4636 followers, XXX engagements