[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.] [@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](/creator/x/AdrianKowollik) on [X](/post/tweet/1947532306580734403) 2025-07-22 05:40:59 UTC 4635 followers, XXX engagements "#Aixtron $AIXI For the company's important clients #Infineon and #Wolfspeed analysts expect a strong growth in the medium term"  [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1944634910213329402) 2025-07-14 05:47:46 UTC 4635 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](/creator/x/AdrianKowollik) on [X](/post/tweet/1946518390857670710) 2025-07-19 10:32:03 UTC 4634 followers, 1563 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](/creator/x/AdrianKowollik) on [X](/post/tweet/1946443437915378124) 2025-07-19 05:34:13 UTC 4635 followers, 1151 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](/creator/x/AdrianKowollik) on [X](/post/tweet/1918988559777755273) 2025-05-04 11:18:20 UTC 4635 followers, 1479 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](/creator/x/AdrianKowollik) on [X](/post/tweet/1948351594568753571) 2025-07-24 11:56:33 UTC 4635 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](/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](/creator/x/AdrianKowollik) on [X](/post/tweet/1948364238910620125) 2025-07-24 12:46:48 UTC 4635 followers, XXX engagements "#Ubisoft @Alphavalue REDUCE with a PT of EUR XXXX. While the company's IP has intrinsic value and the close co-operation with the 2nd largest gaming company worldwide and the largest in Asia #Tencent is promising there are significant execution and corporate governance risks"  [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1945773147254317510) 2025-07-17 09:10:43 UTC 4634 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.]
@AdrianKowollik
"#NXP posts results as well as a Q3 guidance above consensus. Positive for #Aixtron $AIXA whose results are due on July 31" @AdrianKowollik on X 2025-07-22 05:40:59 UTC 4635 followers, XXX engagements
"#Aixtron $AIXI For the company's important clients #Infineon and #Wolfspeed analysts expect a strong growth in the medium term" @AdrianKowollik on X 2025-07-14 05:47:46 UTC 4635 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 on X 2025-07-19 10:32:03 UTC 4634 followers, 1563 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 on X 2025-07-19 05:34:13 UTC 4635 followers, 1151 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 on X 2025-05-04 11:18:20 UTC 4635 followers, 1479 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 on X 2025-07-24 11:56:33 UTC 4635 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 on X 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 on X 2025-07-24 12:46:48 UTC 4635 followers, XXX engagements
"#Ubisoft @Alphavalue REDUCE with a PT of EUR XXXX. While the company's IP has intrinsic value and the close co-operation with the 2nd largest gaming company worldwide and the largest in Asia #Tencent is promising there are significant execution and corporate governance risks" @AdrianKowollik on X 2025-07-17 09:10:43 UTC 4634 followers, XXX engagements
/creator/twitter::1642424330/posts