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[@HansStege](/creator/twitter/HansStege)
"I like the consistency of margin improvement from AddTech $ADDTB here despite some unevenness in top-line. On the call management noted book/bill would be 1x at this point excluding volatile Sawmill orders"  
[X Link](https://x.com/HansStege/status/1886903730928238691) [@HansStege](/creator/x/HansStege) 2025-02-04T22:24Z XXX followers, XX engagements


"So today thyssenkrupp $TKA is spinning off its maritime business $TKMS essentially as a dividend in kind -- one share of TKMS for every XX of TKA. A lot of moving pieces but feels like you could get a steal buying TK into the close here"  
[X Link](https://x.com/HansStege/status/1979208051996426444) [@HansStege](/creator/x/HansStege) 2025-10-17T15:29Z XXX 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.]

@HansStege "I like the consistency of margin improvement from AddTech $ADDTB here despite some unevenness in top-line. On the call management noted book/bill would be 1x at this point excluding volatile Sawmill orders"
X Link @HansStege 2025-02-04T22:24Z XXX followers, XX engagements

"So today thyssenkrupp $TKA is spinning off its maritime business $TKMS essentially as a dividend in kind -- one share of TKMS for every XX of TKA. A lot of moving pieces but feels like you could get a steal buying TK into the close here"
X Link @HansStege 2025-10-17T15:29Z XXX followers, XXX engagements

creator/twitter::701169133/posts
/creator/twitter::701169133/posts