[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.] [@ragingbullcap](/creator/twitter/ragingbullcap) "$1970hk $IMAX Yesterday at link in bio I expanded on the thesis for IMAX China which is one of my favorite ideas presently given the combination of compelling underlying fundamentals and an intriguing event-angle which I think is likely to result in the parent acquiring our shares for a significant premium in the next year or so"  [@ragingbullcap](/creator/x/ragingbullcap) on [X](/post/tweet/1939669006123757918) 2025-06-30 12:55:03 UTC 8193 followers, 22.8K engagements "Chatted some IMAX China last week $imax $1970hk"  [@ragingbullcap](/creator/x/ragingbullcap) on [X](/post/tweet/1945417662994973170) 2025-07-16 09:38:09 UTC 8195 followers, 4289 engagements "$1970hk Monster H1 as expected. $25m profit in X months on ex-cash market cap of $260m. Still expecting a bid from the parent in the next year at what should be XX% premium. Hopefully repurchase activity gets going again. $imax"  [@ragingbullcap](/creator/x/ragingbullcap) on [X](/post/tweet/1948667063846813802) 2025-07-25 08:50:07 UTC 8199 followers, 17.1K engagements "$ZEG.L surprised to see this flat this AM - I think this is a really strong update and the situation looks increasingly derisked to me"  [@ragingbullcap](/creator/x/ragingbullcap) on [X](/post/tweet/1945415989304148266) 2025-07-16 09:31:30 UTC 8194 followers, 6771 engagements "Some things I like right now $CPH.TO $OGI/ $CRON $GMX.TO Broadcaster basket ( $EVC $GTN $SSP) Busted bio basket ( $ARVN $KROS) $HAYPP.ST $NRP $RDI $ENDI $BRAG"  [@ragingbullcap](/creator/x/ragingbullcap) on [X](/post/tweet/1910531917159530818) 2025-04-11 03:14:39 UTC 8195 followers, 14.3K engagements "$CRON I really like this use of capital. Relatively small and low-risk outlay of cash with potential to convert into a material equity position in what I think is an interesting business on its own but also one with obvious strategic value to cron"  [@ragingbullcap](/creator/x/ragingbullcap) on [X](/post/tweet/1945880989051277511) 2025-07-17 16:19:15 UTC 8199 followers, 5064 engagements "$IMAX $1970hk. Emerging logic of the cinema ecosystem: - Studios faced with immense competition for eyeballs need hyped theatrical releases and therefore movie theatres to turn profits; - Movie theatres in turn need IMAX to drive attendance; - Ergo IMAX is the linchpin of the industry - critical technology that enables the other parts of the ecosystem to make money. - As a result IMAX has huge leverage over its customers which explains how it is able to effectively earn a double dipped XX% royalty (and growing) on its combined take from studios and exhibitors. - This formidable positioning"  [@ragingbullcap](/creator/x/ragingbullcap) on [X](/post/tweet/1940499162623058391) 2025-07-02 19:53:47 UTC 8193 followers, 5418 engagements "$ENDI not easy getting filled but this is just laughably cheap"  [@ragingbullcap](/creator/x/ragingbullcap) on [X](/post/tweet/1923024303362114032) 2025-05-15 14:34:56 UTC 8195 followers, 4528 engagements "$Haypp.st and we are still in the very early days of adoption in the English speaking world. Some of the best growth algos and product economics you'll ever see 😂 $bti $pm $mo"  [@ragingbullcap](/creator/x/ragingbullcap) on [X](/post/tweet/1943636095511544055) 2025-07-11 11:38:50 UTC 8195 followers, 5990 engagements "$TIGR long from the 9s as of yesterday thanks to Alex. Monster tailwinds and extremely cheap"  [@ragingbullcap](/creator/x/ragingbullcap) on [X](/post/tweet/1946212231823176001) 2025-07-18 14:15:29 UTC 8199 followers, 4599 engagements "$DBO.TO Added some more this morning. Not surprised to see this sell off a bit given it's a nanocap but anyone paying attention knew this Q would be soft. Should see a major inflection in royalties in the coming quarters (we already know this given box office data and commentary out of partners like CNK). Mid single digit EBITDA multiple for a growing asset-light high ROIC royalty biz. Long-term story here is very attractive imo"  [@ragingbullcap](/creator/x/ragingbullcap) on [X](/post/tweet/1932809282241646754) 2025-06-11 14:36:57 UTC 8197 followers, 11K 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.]
@ragingbullcap
"$1970hk $IMAX Yesterday at link in bio I expanded on the thesis for IMAX China which is one of my favorite ideas presently given the combination of compelling underlying fundamentals and an intriguing event-angle which I think is likely to result in the parent acquiring our shares for a significant premium in the next year or so"
@ragingbullcap on X 2025-06-30 12:55:03 UTC 8193 followers, 22.8K engagements
"Chatted some IMAX China last week $imax $1970hk" @ragingbullcap on X 2025-07-16 09:38:09 UTC 8195 followers, 4289 engagements
"$1970hk Monster H1 as expected. $25m profit in X months on ex-cash market cap of $260m. Still expecting a bid from the parent in the next year at what should be XX% premium. Hopefully repurchase activity gets going again. $imax" @ragingbullcap on X 2025-07-25 08:50:07 UTC 8199 followers, 17.1K engagements
"$ZEG.L surprised to see this flat this AM - I think this is a really strong update and the situation looks increasingly derisked to me" @ragingbullcap on X 2025-07-16 09:31:30 UTC 8194 followers, 6771 engagements
"Some things I like right now $CPH.TO $OGI/ $CRON $GMX.TO Broadcaster basket ( $EVC $GTN $SSP) Busted bio basket ( $ARVN $KROS) $HAYPP.ST $NRP $RDI $ENDI $BRAG" @ragingbullcap on X 2025-04-11 03:14:39 UTC 8195 followers, 14.3K engagements
"$CRON I really like this use of capital. Relatively small and low-risk outlay of cash with potential to convert into a material equity position in what I think is an interesting business on its own but also one with obvious strategic value to cron" @ragingbullcap on X 2025-07-17 16:19:15 UTC 8199 followers, 5064 engagements
"$IMAX $1970hk. Emerging logic of the cinema ecosystem: - Studios faced with immense competition for eyeballs need hyped theatrical releases and therefore movie theatres to turn profits; - Movie theatres in turn need IMAX to drive attendance; - Ergo IMAX is the linchpin of the industry - critical technology that enables the other parts of the ecosystem to make money. - As a result IMAX has huge leverage over its customers which explains how it is able to effectively earn a double dipped XX% royalty (and growing) on its combined take from studios and exhibitors. - This formidable positioning" @ragingbullcap on X 2025-07-02 19:53:47 UTC 8193 followers, 5418 engagements
"$ENDI not easy getting filled but this is just laughably cheap" @ragingbullcap on X 2025-05-15 14:34:56 UTC 8195 followers, 4528 engagements
"$Haypp.st and we are still in the very early days of adoption in the English speaking world. Some of the best growth algos and product economics you'll ever see 😂 $bti $pm $mo" @ragingbullcap on X 2025-07-11 11:38:50 UTC 8195 followers, 5990 engagements
"$TIGR long from the 9s as of yesterday thanks to Alex. Monster tailwinds and extremely cheap" @ragingbullcap on X 2025-07-18 14:15:29 UTC 8199 followers, 4599 engagements
"$DBO.TO Added some more this morning. Not surprised to see this sell off a bit given it's a nanocap but anyone paying attention knew this Q would be soft. Should see a major inflection in royalties in the coming quarters (we already know this given box office data and commentary out of partners like CNK). Mid single digit EBITDA multiple for a growing asset-light high ROIC royalty biz. Long-term story here is very attractive imo" @ragingbullcap on X 2025-06-11 14:36:57 UTC 8197 followers, 11K engagements