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[@SCapStrategist](/creator/twitter/SCapStrategist)
"New report out on Andritz AG We see an undervalued industrial leader pivoting to high-growth high-margin Green Tech (Green Hydrogen Carbon Capture). Trading at a deep discount to peers. Full report link in profile #ANDRITZ #GreenTech #ValueInvesting #IndustrialEngineering"  
[X Link](https://x.com/SCapStrategist/status/1971354214850027837) [@SCapStrategist](/creator/x/SCapStrategist) 2025-09-25T23:20Z XXX followers, XXX engagements


"Andritz's Environment & Energy segment is now the most profitable division consistently delivering an EBITA margin above 10%. This high-margin unit focuses on green solutions like carbon capture and green hydrogen"  
[X Link](https://x.com/SCapStrategist/status/1971354218893091197) [@SCapStrategist](/creator/x/SCapStrategist) 2025-09-25T23:20Z XXX followers, XX engagements


"Andritz's recurring high-margin Service business hit an all-time high accounting for XX% of revenue in 2024. This stable income stream is fundamentally de-risking the enterprise and improving earnings quality"  
[X Link](https://x.com/SCapStrategist/status/1971354222747676710) [@SCapStrategist](/creator/x/SCapStrategist) 2025-09-25T23:20Z XXX followers, XX engagements


"The Metris platform featuring "Digital Twins" is key to Andritz's strategy. It optimizes plant reliability increases output by up to XX% and received the prestigious Microsoft Intelligent Manufacturing Award"  
[X Link](https://x.com/SCapStrategist/status/1971354229458563556) [@SCapStrategist](/creator/x/SCapStrategist) 2025-09-25T23:20Z XXX followers, XX engagements


"Andritz trades at a P/E of 12.8x significantly lower than the peer average of 20.7x. With analysts forecasting XXXX% EPS growth annually a strong re-rating catalyst is in place"  
[X Link](https://x.com/SCapStrategist/status/1971354233300504904) [@SCapStrategist](/creator/x/SCapStrategist) 2025-09-25T23:20Z XXX followers, XXX engagements


"@evfcfaddict Thank you so much for the mention $ANDR.VI is for sure a solid company"  
[X Link](https://x.com/SCapStrategist/status/1975566958860063203) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-07T14:20Z XXX followers, 1206 engagements


"$ANDR is an undervalued industrial gem that's quietly pivoting to Green Tech. Our deep-dive shows an excellent margin of safety and huge upside potential as the market re-rates its valuation. Full report link in profile #Investing #ValueInvesting #Stocks #StockMarket #GreenTech"  
[X Link](https://x.com/SCapStrategist/status/1976053450808168719) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-08T22:33Z XXX followers, 2957 engagements


"The core thesis A market re-rating is coming. Andritz is moving to higher-margin secular growth segments like Hydropower and Environment & Energy plus a recurring Service business. Analyst consensus projects XX% upside"  
[X Link](https://x.com/SCapStrategist/status/1976053456701202523) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-08T22:33Z XXX followers, XXX engagements


"Why is it undervalued The stock trades at a significant discount to peers. The P/E is XXXX vs. a peer average of XXXX. A clear valuation gap exists that we believe will close as the green tech pivot accelerates"  
[X Link](https://x.com/SCapStrategist/status/1976053466595238192) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-08T22:33Z XXX followers, XX engagements


"Andritz operates with a "fortress" balance sheet and a consistent net cash position at 904.9m in 2024. This strong financial base and large 9.75bn order backlog provide excellent revenue visibility"  
[X Link](https://x.com/SCapStrategist/status/1976053471645155333) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-08T22:33Z XXX followers, XXX engagements


"Kitwave Group (AIM:KITW) has a 15-year revenue growth of XX% annually but trades at just 8.6x forward earnings. A resilient business at a cyclical price. Dive into our full exclusive deep-dive on this proven winner Full article link in profile. #SmallCapStocks #ValueInvesting #UKStocks #AIM $KITW"  
[X Link](https://x.com/SCapStrategist/status/1976382469059326341) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-09T20:21Z XXX followers, 2112 engagements


"Get the UK's #1 hotel chain Premier Inn for FREE The market misprices Whitbread (WTB) ignoring its 5bn property portfolio & huge German growth engine. Our report shows a 30%+ conservative upside. Full article link in profile. Thread👇 #WTB #PremierInn #StockMarket #ValueInvesting #Hotels"  
[X Link](https://x.com/SCapStrategist/status/1977163776224022570) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XXX engagements


"Whitbreads X billion freehold property value is nearly equal to its entire market cap. You get the profitable UK hotel business a fortress built on the trusted Premier Inn brand for next to nothing. Thats an insane margin of safety"  
[X Link](https://x.com/SCapStrategist/status/1977163782766895555) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XX engagements


"Germany is XX% larger & highly fragmented. Whitbread has invested XXX billion to become a dominant player & is set to turn profitable in FY26. The market gives this zero value a FREE call option on massive long-term upside"  
[X Link](https://x.com/SCapStrategist/status/1977163786675962244) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XX engagements


"Management's Accelerated Growth Plan (AGP) is the key catalyst. They're converting 100+ low-return restaurants into 3500 high-margin hotel rooms. This intelligent capital recycling is designed to add at least XXX million incremental profit by FY30"  
[X Link](https://x.com/SCapStrategist/status/1977163791545593978) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XX engagements


"Whitbreads moat is wide: X. Brand Power: Premier Inn is synonymous with value/trust. X. Direct Distribution: They largely bypass OTAs saving 15-25% in commissions. X. Scale: Cost advantages too big for competitors to match"  
[X Link](https://x.com/SCapStrategist/status/1977163796826161360) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XXX engagements


"Whitbread is a classic case of short-term pain obscuring long-term gain. The mispricing is extreme. With a clear path to expansion margin growth and significant shareholder returns (2bn by FY30 ) our XXXXX price target is just the start"  
[X Link](https://x.com/SCapStrategist/status/1977163800852709579) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XX engagements


"$MSTR: An "inevitable convergence to zero" Our report breaks down Michael Saylor's 'Intelligent Leverage' as a 'Perpetual Dilution Machine' and predicts the endgame for common shareholders. The core issue It's all built on sand. Full article link in profile. Thread👇 #MicroStrategy #MSTR #Bitcoin #BTC #Saylor"  
[X Link](https://x.com/SCapStrategist/status/1977502769658449947) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T22:32Z XXX followers, XXX engagements


"The consensus said U.S. Coal is dead. Then Q2 2025 earnings arrived. X of X major coal producers decisively beat analyst expectations exposing the flaw in the 'terminal decline' narrative. This isn't a fluke it's a Supercycle Setup. Full article link in profile. #Coal #Investing #Contrarian #ValueStocks #Q2Earnings"  
[X Link](https://x.com/SCapStrategist/status/1977870786296746060) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-13T22:55Z XXX followers, XXX engagements


"The surprise wasn't just operational. Two major structural forces are re-writing the script: X. A new Washington bill structurally reduced costs for producers. X. The AI Data Center boom is creating a massive non-linear demand shock for baseload power"  
[X Link](https://x.com/SCapStrategist/status/1977870790516191360) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-13T22:55Z XXX followers, XXX engagements


"This market breakdown creates two unique opportunities: X. Ramaco (METC): A cash-flowing coal company with a $1.2B REE (Rare Earth Elements) call option the market is ignoring. X. Alpha Metallurgical (AMR): A deep-value case with a pristine balance sheet & a coiled-spring share buyback catalyst"  
[X Link](https://x.com/SCapStrategist/status/1977870795423559685) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-13T22:55Z XXX followers, XXX engagements


"The US responded with the CHIPS Act ($52B) and a "small yard high fence" export control strategy. This blocks China's access to: X. EUV lithography (ASML's monopoly) X. High-performance AI accelerators X. Critical EDA software"  
[X Link](https://x.com/SCapStrategist/status/1978577631223099703) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-15T21:44Z XXX followers, XX engagements


"Lam Research ($LRCX) snapped back with record $18.44B revenue in FY2025 after a sharp downturn. Is the market giving it enough credit for the AI-driven structural tailwind Full article link in profile. Thread #Semiconductors #LRCX #AI #StockMarket #Investing"  
[X Link](https://x.com/SCapStrategist/status/1979260825517900021) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-17T18:58Z XXX followers, XXX engagements


"Lam's real moat is rising complexity (GAA 3D NAND) demanding more etch/deposition tools. They're winning key tech "inflections" which triples their market opportunity in some areas. Plus 1/3 of revenue is steady recurring services"  
[X Link](https://x.com/SCapStrategist/status/1979260828109906210) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-17T18:58Z XXX followers, XX engagements


"The main risks: China (35% of sales) & cyclicality. Lam trades at 27x NTM P/E cheaper than ASML but dearer than AMAT offering a "Goldilocks" scenario. Do the secular AI tailwinds outweigh the geopolitical turbulence Read our full analysis"  
[X Link](https://x.com/SCapStrategist/status/1979260830651732033) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-17T18:58Z XXX followers, XX engagements


"Current valuation implies a permanent impairment of prospects. The stock offers: X. Over X% Free Cash Flow Yield. X. Low Net Debt of 1.7x LTM EBITDA. X. Fragmentation makes it a "textbook case for a private equity buyout""  
[X Link](https://x.com/SCapStrategist/status/1976382483575800013) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-09T20:21Z XXX followers, XXX engagements


"The recent share price dip was triggered by temporary factors: integration delays a tax hike and weak consumer confidence. The market incorrectly extrapolated these transient issues into a long-term failure"  
[X Link](https://x.com/SCapStrategist/status/1976382486625255707) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-09T20:21Z XXX followers, XXX engagements


"$AGI's $325M acquisition of Magino Mine from Argonaut Gold was a bold high-stakes play. It added 5.4M oz of gold reserves and vital infrastructure next to Island Gold. Initial Q1 hiccups are passing; management's expertise is key to success. Thread #GoldMining #AGI #MAndA"  
[X Link](https://x.com/SCapStrategist/status/1980027562870137284) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-19T21:45Z XXX followers, XX engagements