[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.] [@AKWilk](/creator/twitter/AKWilk) "If Achebe grows mid-single digits organically from here with limited revenue synergies and no margin expansion the five year outlook calls for around $2.5B in revenues and $450mm in EBITDA. At 12x Acuren would be valued at $28/share versus $11/share today"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1948005785448910987) 2025-07-23 13:02:26 UTC 12.9K followers, XXX engagements "I wrote about some interesting ideas for 2025 and beyond (below). This may become a recurring post. Businesses discussed: $AT.L $CVEO $SYZ.TO $MCCK $BILD $TIC"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1948003051656147174) 2025-07-23 12:51:34 UTC 12.9K followers, 10.5K engagements "$AT.L is interesting. Since 2017 the company has compounded revenues at XX% and EBITDA at XX% fueled by a disciplined M&A roll-up of the fragmented subsea rental market. Despite stellar fundamentals and a 40-year operating history shares have declined -XX% in the past few days and down -XX% YTD now trading at under 5x EBITDA. Ashtead is a fast-growing subsea equipment rental business operating in the offshore oil & gas and renewables markets. Often mistaken for a commoditized cyclical services firm Ashtead is in fact a capital-efficient high-ROIC rental platform with embedded structural"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1948003906748895552) 2025-07-23 12:54:58 UTC 12.9K followers, XXX engagements "$CVEO is a provider of temporary housing and related services to remote workers in various end markets such as the oil sands met coal industry and iron-ore industries in Canada and Australia. Despite the cyclicality CVEO has generated positive FCF in XX of the last XX years with permitting requirements and a first mover advantage contributing to somewhat of a moat in remote accommodations. Customers love CVEO"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1948004402234597526) 2025-07-23 12:56:56 UTC 12.9K followers, XXX engagements "Counter cyclical mission critical recurring SaaS businesses growing organically 30%+ with minimal churn and decent operating leverage do not trade for 10x. At 15x 2027 EBITDA (around half of peer valuations) shares would offer XXX% upside"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1948006999247257843) 2025-07-23 13:07:15 UTC 12.9K followers, XXX engagements "$SYZ is very interesting here. Sylogist's three-year outlook forecasts SaaS ARR growth accelerating from XX% in 2024 to above XX% in 2025 and above XX% in both 2026 and 2027. The company also forecasts adjusted EBITDA margins to accelerate above XX% in 2027. With no change in the current 10x multiple Sylogist could fetch around CAD $15/share"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1948006954250510770) 2025-07-23 13:07:04 UTC 12.9K followers, XXX engagements "I've been amazed at some of the AI related tools being built for investment professionals. It seems like something new is launched almost daily. One of my new favorites is TenzingMEMO I'm blown away by this product"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1949104942918070652) 2025-07-26 13:50:05 UTC 12.9K followers, 8087 engagements "Finally $MCCK. One of the craziest setups Ive seen. An HVAC manufacturer with a $300mm market cap and a $280mm commodities portfolio on the BS. Microcaps"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1948008076692553912) 2025-07-23 13:11:32 UTC 12.9K followers, 1583 engagements "Ashteads unit economics are compelling: equipment pays back in just XX years on average and lasts more than a decade. Acquiring businesses for 5-7x EBITDA on top of organic growth has allowed Ashtead to earn XX% pre-tax ROIC and XX% ROE. If earnings continue to grow at XX% annually the stock could compound in the 30-40% range during the next five years. If they can keep reinvesting at XX% ROEs while leverage comes down and they do some M&A the mispricing wont last forever"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1948004071685624078) 2025-07-23 12:55:37 UTC 12.9K followers, XXX engagements "The growth strategy from here involves market share gains new customer acquisition/expansion broadening their scope of TICC services and tuck-in or platform M&A. Interestingly $TIC just acquired NV5 in a cash and stock deal significantly expanding their scale and scope of services"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1948005659670126877) 2025-07-23 13:01:56 UTC 12.9K followers, XXX engagements "$BILD aims to grow organically via e-commerce building additional pro centers and acquiring mom and pop flooring retailers. They may have a unique advantage in this area given the deal sizes ($1-3mm total cost) lack of competition and ability to improve operations immediately. On the M&A front $BILD pays $1-1.5mm for a business increases margins to 10-12% and earns 50-66% cash on cash returns. They think there is a massive runway to do deals like this and have a goal of reaching $500mm in revenues over time"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1948006478121451557) 2025-07-23 13:05:11 UTC 12.9K followers, XXX engagements "$SYZ has been buying back a bunch of stock since Thanksgiving"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1735327243293888846) 2023-12-14 15:53:50 UTC 12.9K followers, 5908 engagements "Whats the best small cap youve never seen anyone write about or mention"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1947734456921457125) 2025-07-22 19:04:16 UTC 12.9K followers, 24.3K engagements "Now THIS is how you start an investment pitch:"  [@AKWilk](/creator/x/AKWilk) on [X](/post/tweet/1946281943877697868) 2025-07-18 18:52:30 UTC 12.9K followers, 28.2K 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.]
@AKWilk
"If Achebe grows mid-single digits organically from here with limited revenue synergies and no margin expansion the five year outlook calls for around $2.5B in revenues and $450mm in EBITDA. At 12x Acuren would be valued at $28/share versus $11/share today"
@AKWilk on X 2025-07-23 13:02:26 UTC 12.9K followers, XXX engagements
"I wrote about some interesting ideas for 2025 and beyond (below). This may become a recurring post. Businesses discussed: $AT.L $CVEO $SYZ.TO $MCCK $BILD $TIC" @AKWilk on X 2025-07-23 12:51:34 UTC 12.9K followers, 10.5K engagements
"$AT.L is interesting. Since 2017 the company has compounded revenues at XX% and EBITDA at XX% fueled by a disciplined M&A roll-up of the fragmented subsea rental market. Despite stellar fundamentals and a 40-year operating history shares have declined -XX% in the past few days and down -XX% YTD now trading at under 5x EBITDA. Ashtead is a fast-growing subsea equipment rental business operating in the offshore oil & gas and renewables markets. Often mistaken for a commoditized cyclical services firm Ashtead is in fact a capital-efficient high-ROIC rental platform with embedded structural" @AKWilk on X 2025-07-23 12:54:58 UTC 12.9K followers, XXX engagements
"$CVEO is a provider of temporary housing and related services to remote workers in various end markets such as the oil sands met coal industry and iron-ore industries in Canada and Australia. Despite the cyclicality CVEO has generated positive FCF in XX of the last XX years with permitting requirements and a first mover advantage contributing to somewhat of a moat in remote accommodations. Customers love CVEO" @AKWilk on X 2025-07-23 12:56:56 UTC 12.9K followers, XXX engagements
"Counter cyclical mission critical recurring SaaS businesses growing organically 30%+ with minimal churn and decent operating leverage do not trade for 10x. At 15x 2027 EBITDA (around half of peer valuations) shares would offer XXX% upside" @AKWilk on X 2025-07-23 13:07:15 UTC 12.9K followers, XXX engagements
"$SYZ is very interesting here. Sylogist's three-year outlook forecasts SaaS ARR growth accelerating from XX% in 2024 to above XX% in 2025 and above XX% in both 2026 and 2027. The company also forecasts adjusted EBITDA margins to accelerate above XX% in 2027. With no change in the current 10x multiple Sylogist could fetch around CAD $15/share" @AKWilk on X 2025-07-23 13:07:04 UTC 12.9K followers, XXX engagements
"I've been amazed at some of the AI related tools being built for investment professionals. It seems like something new is launched almost daily. One of my new favorites is TenzingMEMO I'm blown away by this product" @AKWilk on X 2025-07-26 13:50:05 UTC 12.9K followers, 8087 engagements
"Finally $MCCK. One of the craziest setups Ive seen. An HVAC manufacturer with a $300mm market cap and a $280mm commodities portfolio on the BS. Microcaps" @AKWilk on X 2025-07-23 13:11:32 UTC 12.9K followers, 1583 engagements
"Ashteads unit economics are compelling: equipment pays back in just XX years on average and lasts more than a decade. Acquiring businesses for 5-7x EBITDA on top of organic growth has allowed Ashtead to earn XX% pre-tax ROIC and XX% ROE. If earnings continue to grow at XX% annually the stock could compound in the 30-40% range during the next five years. If they can keep reinvesting at XX% ROEs while leverage comes down and they do some M&A the mispricing wont last forever" @AKWilk on X 2025-07-23 12:55:37 UTC 12.9K followers, XXX engagements
"The growth strategy from here involves market share gains new customer acquisition/expansion broadening their scope of TICC services and tuck-in or platform M&A. Interestingly $TIC just acquired NV5 in a cash and stock deal significantly expanding their scale and scope of services" @AKWilk on X 2025-07-23 13:01:56 UTC 12.9K followers, XXX engagements
"$BILD aims to grow organically via e-commerce building additional pro centers and acquiring mom and pop flooring retailers. They may have a unique advantage in this area given the deal sizes ($1-3mm total cost) lack of competition and ability to improve operations immediately. On the M&A front $BILD pays $1-1.5mm for a business increases margins to 10-12% and earns 50-66% cash on cash returns. They think there is a massive runway to do deals like this and have a goal of reaching $500mm in revenues over time" @AKWilk on X 2025-07-23 13:05:11 UTC 12.9K followers, XXX engagements
"$SYZ has been buying back a bunch of stock since Thanksgiving" @AKWilk on X 2023-12-14 15:53:50 UTC 12.9K followers, 5908 engagements
"Whats the best small cap youve never seen anyone write about or mention" @AKWilk on X 2025-07-22 19:04:16 UTC 12.9K followers, 24.3K engagements
"Now THIS is how you start an investment pitch:" @AKWilk on X 2025-07-18 18:52:30 UTC 12.9K followers, 28.2K engagements