# ![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1642424330.png) @AdrianKowollik Adrian Kowollik

Adrian Kowollik posts on X about poland, stocks, germany, $gmt the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1642424330/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1642424330/c:line/m:interactions.svg)

- [--] Week [-----] +44%
- [--] Month [------] +176%
- [--] Months [-------] +20%
- [--] Year [-------] -14%

### Mentions: [--] [#](/creator/twitter::1642424330/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1642424330/c:line/m:posts_active.svg)

- [--] Month [--] +97%
- [--] Months [---] +18%
- [--] Year [---] -28%

### Followers: [-----] [#](/creator/twitter::1642424330/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1642424330/c:line/m:followers.svg)

- [--] Week [-----] -0.08%
- [--] Month [-----] -0.15%
- [--] Months [-----] +1.90%
- [--] Year [-----] +4.70%

### CreatorRank: [---------] [#](/creator/twitter::1642424330/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1642424330/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  [currencies](/list/currencies)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [fashion brands](/list/fashion-brands)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[poland](/topic/poland) #767, [stocks](/topic/stocks), [germany](/topic/germany), [$gmt](/topic/$gmt), [zalando](/topic/zalando), [$snt](/topic/$snt), [$rbw](/topic/$rbw), [market cap](/topic/market-cap), [$zal](/topic/$zal), [nie](/topic/nie)

**Top accounts mentioned or mentioned by**
[@gpwwsexchange](/creator/undefined) [@werevulth](/creator/undefined) [@assecopl](/creator/undefined) [@evrcee](/creator/undefined) [@woodpeckerir](/creator/undefined) [@michaelaarouet](/creator/undefined) [@antekmuszka](/creator/undefined) [@ksiadzrobak](/creator/undefined) [@handelsblatt](/creator/undefined) [@alphavalue](/creator/undefined) [@stonger80](/creator/undefined) [@hotstockpl](/creator/undefined) [@adibmoti](/creator/undefined) [@karolgpw](/creator/undefined) [@livechatir](/creator/undefined) [@koryxcopper](/creator/undefined) [@jonneuscheler](/creator/undefined) [@investpro00](/creator/undefined) [@deinuk2](/creator/undefined) [@kdebski11](/creator/undefined)

**Top assets mentioned**
[GMT (GMT)](/topic/$gmt) [Status (SNT)](/topic/$snt) [Compass Minerals International, Inc. (CMP)](/topic/$cmp) [abrdn Income Credit Strategies Fund (ACP)](/topic/$acp) [Xinnie The Pooh (XTP)](/topic/$xtp) [MUT (MUT)](/topic/$mut) [Brazil National Football Team Fan Token (BFT)](/topic/$bft) [Ailey (ALE)](/topic/$ale) [Bitcoin (BTC)](/topic/bitcoin) [ScPrime (SCP)](/topic/$scp) [Cryptex Finance (CTX)](/topic/$ctx) [Tesla, Inc. (TSLA)](/topic/tesla) [Goldman Sachs (GS)](/topic/goldman-sachs) [We Love T (WLT)](/topic/$wlt) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Fantastic article This holds for #investing and everything else in life There is no reason you cant make $10 -$20 - $50 million or more starting with a very small amount of capital. https://t.co/UqAjwu0dYb There is no reason you cant make $10 -$20 - $50 million or more starting with a very small amount of capital. https://t.co/UqAjwu0dYb"  
[X Link](https://x.com/anyuser/status/1109884639575982086)  2019-03-24T18:28Z [----] followers, [--] engagements


"Based on yesterday's news relating to the acquisition of Merian Global Investors by #JupiterAssetManagement (Purchase price equals 1.9% of AuM) @InvescoLtd should be worth USD 19.9bn on the stock exchange. It is worth.c. USD 4.6bn"  
[X Link](https://x.com/AdrianKowollik/status/1278607667418857473)  2020-07-02T08:33Z [----] followers, [--] engagements


"#InnoGene: PLN [--] mln przychodu w H1/20 PLN [---] tys. zysku netto. Market cap PLN [---] mln. I just love this market"  
[X Link](https://x.com/anyuser/status/1313396982984126464)  2020-10-06T08:33Z [----] followers, [--] engagements


"A big success of @Allegro_Group #IPO (today first market price is expected 51.2% above #IPO price) could spark increased interest for @GPW_WSExchange from international investors"  
[X Link](https://x.com/anyuser/status/1315550872215191552)  2020-10-12T07:12Z [----] followers, [--] engagements


"#Invesco @InvescoLtd has reported 7.3% higher AuM vs. previous month https://finance.yahoo.com/news/invesco-ltd-announces-november-30-211500334.html https://finance.yahoo.com/news/invesco-ltd-announces-november-30-211500334.html"  
[X Link](https://x.com/AdrianKowollik/status/1337065180203802631)  2020-12-10T16:02Z [----] followers, [--] engagements


"#MoBruk PEG ratio 2021E = [------] (impl. P/E = 14.8x; exp. EPS growth = 23.37%) #Poland #Wastemanagement"  
[X Link](https://x.com/anyuser/status/1363124824030253060)  2021-02-20T13:54Z [----] followers, [--] engagements


"My gut feeling is that the broker estimates for #MoBruk for [----] (sales increase of 13.8% y-o-y) are too low.After a 33.3% top-line growth in '21it seems to be more reasonable to forecast a c. 20% increase.I believe that $MBR will remain the undisputed leader in PL for min. 3y"  
[X Link](https://x.com/anyuser/status/1363850307877404680)  2021-02-22T13:57Z [----] followers, [--] engagements


"Two #Poland stocks with EUR 140m market cap whose valuation is currently IMO completely irrational: #TenSquareGames @TenSquareGames #gaming and @answear_com #Answear #ECommerce"  
[X Link](https://x.com/anyuser/status/1390286214130028545)  2021-05-06T12:43Z [----] followers, [--] engagements


"@SDullien Fantastic #Germany company. Founded by immigrants #biontech"  
[X Link](https://x.com/anyuser/status/1425012577650761729)  2021-08-10T08:34Z [----] followers, [--] engagements


"#MoBruk H1/21 results more than doubled on EBIT and net income level. OCF also very strong. #Poland #Wastemanagement Tweet bersetzen http://infostrefa.com/infostrefa/pl/wiadomosci/40111327mo-bruk-sa-raport-okresowy-polroczny-za-2021-psr http://infostrefa.com/infostrefa/pl/wiadomosci/40111327mo-bruk-sa-raport-okresowy-polroczny-za-2021-psr"  
[X Link](https://x.com/anyuser/status/1428306112076468231)  2021-08-19T10:41Z [----] followers, [--] engagements


"Yesterday I had a call with a New York-based fund regarding #AssecoPoland. He was wondering how such a great company could be that cheap. Well.he is not the only one"  
[X Link](https://x.com/anyuser/status/1443122618710777859)  2021-09-29T07:56Z [----] followers, [--] engagements


"#Germany: First they decide to switch off #nuclearpowerplants (modern not Soviet ones) which generate zero emissions and are highly efficient make themselves dependent on Russian gas and then they wonder that we have an energy crisis (which IMO will last for longer). 1/2"  
[X Link](https://x.com/anyuser/status/1446723152407633921)  2021-10-09T06:24Z [----] followers, [--] engagements


"#MoBruk is really an awesome company.43% net margin in 9M/21.#Poland #wastemanagement"  
[X Link](https://x.com/anyuser/status/1458104520932724743)  2021-11-09T16:09Z [----] followers, [--] engagements


"My top picks for 2022: Daqo New Energy (P/E 2022E = 3.1x; world-leading producer of silicium/polysilicium for photovoltaic sector) Petrobras (P/E 2022E = 4x; Brasilian Oil & Gas company) Comp (Polish IT & Tech company; EV/EBITDA 2022E = 4.8x; DYield = 9.5%)"  
[X Link](https://x.com/anyuser/status/1480918887445237762)  2022-01-11T15:05Z [----] followers, [--] engagements


"A bank run and significant decline of the rouble seem likely next week. This would hit the population hard and more importantly the oligarch who have so far been loyal to Putin. I expect a collapse of the #Russia financial system. - https://hbapp.handelsblatt.com/cmsid/28110478.html https://hbapp.handelsblatt.com/cmsid/28110478.html"  
[X Link](https://x.com/anyuser/status/1497852397913321473)  2022-02-27T08:33Z [----] followers, [--] engagements


"#IKE #Poland #stocks longterm portfolio: #AssecoPoland #Budimex #GrupaKety #Pepco #Oponeo #CyfrowyPolsat. Any other suggestions"  
[X Link](https://x.com/anyuser/status/1582295376559624192)  2022-10-18T08:59Z [----] followers, [--] engagements


"#Delticom (online tire sales) #LWBogdanka (coal for utilities) #JSW (coal for steel producers) and #ArcticPaper (paper pulp and soon also packaging & renewable energy) are definitely among the cheapest stocks in Europe right now"  
[X Link](https://x.com/anyuser/status/1618160470095192065)  2023-01-25T08:14Z [----] followers, [----] engagements


"@Freethinker42_ @DarthPutinKGB What is also funny: People from Russia are moving to their relatives e.g. in Germany although "Russia is doing great" and "Western countries are the evil". I will never understand this logic"  
[X Link](https://x.com/anyuser/status/1639267511639179265)  2023-03-24T14:06Z [----] followers, [----] engagements


"#Comp $CMP #Poland #stocks #IT #Technology Q1/23 was very good.EBITDA equalled 33.8% of the full-year [----] figure. Net debt (31/03/2023) amounted to PLN153.1m (net gearing=29.4%)with a much better debt structure q-o-q.Positive development of FCF y-o-y (PLN30.4m vs. PLN-41.3m)"  
[X Link](https://x.com/anyuser/status/1660273341360422912)  2023-05-21T13:16Z [----] followers, [----] engagements


"#Wikifolio "International Opportunities" https://www.wikifolio.com/en/int/w/wfinteropp https://www.wikifolio.com/en/int/w/wfinteropp"  
[X Link](https://x.com/anyuser/status/1670500353790312448)  2023-06-18T18:34Z [----] followers, 34.5K engagements


"#Poland @unimot_sa could buy #Shell 37.5% stake in the refinery in Schwedt https://www.n-tv.de/wirtschaft/Unimot-hat-Interesse-an-PCK-Anteilen-von-Shell-article24422344.html https://www.n-tv.de/wirtschaft/Unimot-hat-Interesse-an-PCK-Anteilen-von-Shell-article24422344.html"  
[X Link](https://x.com/anyuser/status/1706384755174809659)  2023-09-25T19:06Z [----] followers, [----] engagements


"#Synektik $SNT #Poland #stocks #healthcare New ATH yesterday and record trading turnover of PLN 12m yesterday. The company will soon become member of the #mWIG40 the Polish equivalent of German MDAX. This should be rather positive for its share price"  
[X Link](https://x.com/anyuser/status/1763468113322885540)  2024-03-01T07:35Z [----] followers, [----] engagements


"#Kogeneracja $KGN #Poland #stocks (Market cap PLN 909m/EUR 212m): P/E 2024E = 1.7x P/Tangible BVPS (latest) = 0.4x Net cash (incl. cash pool) = PLN 129.7m Operating CF (2023) = PLN 611.9m vs. PLN 425.6m in [----] ROCE (2023) = 8.1% vs. 5.2% in 2022"  
[X Link](https://x.com/anyuser/status/1770716824117584237)  2024-03-21T07:39Z [----] followers, [----] engagements


"#Genomtec $GMT My estimation of the one-off #dividend to shareholders after the planned transaction in [----]. In case of Polish $SCP #ScopeFluidics the one-off fee equalled USD 100m while the payout ratio was similar"  
[X Link](https://x.com/anyuser/status/1778780787841577371)  2024-04-12T13:42Z [----] followers, [----] engagements


"@MichaelAArouet Back in the 1930s #Venezuela was actually one of the richest countries in the world"  
[X Link](https://x.com/anyuser/status/1944352840962519338)  2025-07-13T11:06Z [----] followers, 13.1K engagements


"#Aixtron $AIXI Global spending on semiconductor equipment is expected to rise by 2.8% y-o-y to USD 185bn in [----]. Sales of the global semiconductor industry are expected to maintain a CAGR of 79% beyond [----] potentially reaching a USD 1tr valuation by 2030"  
[X Link](https://x.com/AdrianKowollik/status/1944634436114383147)  2025-07-14T05:45Z [----] followers, [---] engagements


"#Aixtron $AIXI For the company's important clients #Infineon and #Wolfspeed analysts expect a strong growth in the medium term"  
[X Link](https://x.com/AdrianKowollik/status/1944634910213329402)  2025-07-14T05:47Z [----] followers, [---] engagements


"Cons. EPS and EBITDA estimates for #Aixtron $AIXI for 2026E-2027E: EPS - +16.9 & +30.1% EBITDA - +23.5% & +28.4%. Curr. EV/EBITDA for 2025E-2026E equals 12.1x and 9.4x respectively (IMO attractive)"  
[X Link](https://x.com/AdrianKowollik/status/1944681573548261616)  2025-07-14T08:53Z [----] followers, [---] engagements


"#Aixtron $AIXI Consensus of [--] sell-side analysts expects net profit growth in Q2/25 of 55% y-o-y. The H1/25 report is due on July [--]. https://www.finanzen.net/schaetzungen/aixtron https://www.finanzen.net/schaetzungen/aixtron"  
[X Link](https://x.com/AdrianKowollik/status/1945722928311464150)  2025-07-17T05:51Z [----] followers, [---] engagements


"#Aixtron $AIXI +4.4% to EUR [-----] today. On July [--] the Q2 report will be released. The technical recovery continues https://www.onvista.de/aktien/chart/Aixtron-Aktie-DE000A0WMPJ6 https://www.onvista.de/aktien/chart/Aixtron-Aktie-DE000A0WMPJ6"  
[X Link](https://x.com/AdrianKowollik/status/1945884990631260457)  2025-07-17T16:35Z [----] followers, [----] engagements


"#Aixtron $AIXI up again. A positive comment by #GoldmanSachs on #ASML and positive #TSMC results & outlook (- strong profit growth fuelled by the #AI boom) help"  
[X Link](https://x.com/AdrianKowollik/status/1946093427466113136)  2025-07-18T06:23Z [----] followers, [---] engagements


"Bullish for #AssecoPoland $ACP $ASE.WA is sending us a clue whats happening right now inside the $ACP.WA ecosystem and everything before TSS having any Board seats. https://t.co/GRq2aXUNiM $ASE.WA is sending us a clue whats happening right now inside the $ACP.WA ecosystem and everything before TSS having any Board seats. https://t.co/GRq2aXUNiM"  
[X Link](https://x.com/AdrianKowollik/status/1981713441770308020)  2025-10-24T13:24Z [----] followers, [---] engagements


"RT @EVR_CEE: IPO Analysis: #CSG #CzechoslovakGroup NV (Market cap EUR 32.9bn) - A defence giant from CEE https://eastvalueresearch.com/2026/01/ https://eastvalueresearch.com/2026/01/"  
[X Link](https://x.com/AdrianKowollik/status/2014946336836083858)  2026-01-24T06:20Z [----] followers, [--] engagements


"RT @EVR_CEE: #RainbowTours $RBW growth of bookings for the summer [----] accelerated to a double-digit rate in Jan (#Albania is the fastest-g"  
[X Link](https://x.com/AdrianKowollik/status/2015341620854493264)  2026-01-25T08:31Z [----] followers, [--] engagements


"RT @EVR_CEE: #RainbowTours $RBW In Romania the number of clients in [----] is supposed to grow by 60% yoy to 160000"  
[X Link](https://x.com/AdrianKowollik/status/2015341639670055185)  2026-01-25T08:31Z [----] followers, [--] engagements


"#CSG #CzechoslovakGroup #defence #stocks in weekend OTC trading in #Germany"  
[X Link](https://x.com/AdrianKowollik/status/2015394758491877567)  2026-01-25T12:02Z [----] followers, [---] engagements


"RT @fiscal_ai: PayPal over the last [--] years: Earnings per Share: +88% Stock Price: -72% $PYPL"  
[X Link](https://x.com/AdrianKowollik/status/2015395041766670750)  2026-01-25T12:03Z [----] followers, [--] engagements


"RT @FT: Rheinmetall in talks over Starlink-style service for German army https://ft.trib.al/amZqvry https://ft.trib.al/amZqvry"  
[X Link](https://x.com/AdrianKowollik/status/2015765543203037194)  2026-01-26T12:35Z [----] followers, [---] engagements


"#Gold vs. #bitcoin vs. #USD Gold remains the best store of value in uncertain times"  
[X Link](https://x.com/AdrianKowollik/status/2015766947082768559)  2026-01-26T12:41Z [----] followers, [---] engagements


"RT @yarotrof: Rheinmetall alone will soon be able to produce [---] million 155mm artillery shells a year more than the combined U.S. def"  
[X Link](https://x.com/AdrianKowollik/status/2015768981982892235)  2026-01-26T12:49Z [----] followers, [----] engagements


"RT @heresyfinancial: More freedom more income More government more poverty"  
[X Link](https://x.com/AdrianKowollik/status/2016024009419149629)  2026-01-27T05:42Z [----] followers, [---] engagements


"#adidas is currently valued at an EV/Sales 2026E = 1.15.x and EV/EBITDA 2026E = 7.8x. Pls note that #Puma is loss making and is expected to generate a net loss also in 2026E. (Source: CapitalIQ) 2/2"  
[X Link](https://x.com/AdrianKowollik/status/2016053845550403924)  2026-01-27T07:41Z [----] followers, [---] engagements


"#Waymo #robotaxis are now also available in #Miami https://www.heise.de/news/Waymo-startet-regulaeren-Robotaxi-Dienst-in-Miami-11154034.html https://www.heise.de/news/Waymo-startet-regulaeren-Robotaxi-Dienst-in-Miami-11154034.html"  
[X Link](https://x.com/AdrianKowollik/status/2016095789798301936)  2026-01-27T10:27Z [----] followers, [---] engagements


"In some places in Warsaw coffee is nowadays even more expensive than in New York Caffe Nero in Warsaw is more expensive than specialty coffee in Mayfair London. Let that sink in. Flat white: [----] (Warsaw) vs [----] (London) Alternative milk: +0.60 (Warsaw) vs +0.40 (London) Someone explain how this makes sense. https://t.co/dV4oJlyqZY Caffe Nero in Warsaw is more expensive than specialty coffee in Mayfair London. Let that sink in. Flat white: [----] (Warsaw) vs [----] (London) Alternative milk: +0.60 (Warsaw) vs +0.40 (London) Someone explain how this makes sense. https://t.co/dV4oJlyqZY"  
[X Link](https://x.com/AdrianKowollik/status/2016096084565635218)  2026-01-27T10:28Z [----] followers, [----] engagements


"#Poland #medtech #stocks Choose your fighter:-)"  
[X Link](https://x.com/AdrianKowollik/status/2016128860950016101)  2026-01-27T12:39Z [----] followers, [----] engagements


"RT @EVR_CEE: #Oponeo $OPN PLN [---] todays peak so far #retail #ecommerce #snowywinter #tires #rims #Poland"  
[X Link](https://x.com/AdrianKowollik/status/2016435573045469573)  2026-01-28T08:57Z [----] followers, [--] engagements


"#Tesla $TSLA Wells Fargo SELL rating. Sounds reasonable"  
[X Link](https://x.com/AdrianKowollik/status/2016586093181690070)  2026-01-28T18:56Z [----] followers, [---] engagements


"IMO We will see USD [----] soon #gold JUST IN: Gold hits $5600 for the first time in history. https://t.co/OzSI4xZhEL JUST IN: Gold hits $5600 for the first time in history. https://t.co/OzSI4xZhEL"  
[X Link](https://x.com/AdrianKowollik/status/2016769246504599984)  2026-01-29T07:03Z [----] followers, [---] engagements


"This signals a severe loss of confidence in the USD the main global reserve currency. Like @RayDalio predicted #gold"  
[X Link](https://x.com/AdrianKowollik/status/2016770419651391666)  2026-01-29T07:08Z [----] followers, [---] engagements


"In the 1970s the decade when the US abandoned the gold standard because it was so heavily indebted after the Vietnam War the oil crisis happened and the Mullahs came to power in Iran the #gold price increased from USD [--] to USD [---] by 1980"  
[X Link](https://x.com/AdrianKowollik/status/2016878076932522373)  2026-01-29T14:16Z [----] followers, [---] engagements


"#Passus $PAS #network #ITsecurity #Poland with a German team. Passus puts a strong focus on the expansion of its #Sycope solution in #DACH. #stocks #software https://www.channelpartner.de/a/sycope-expandiert-in-die-dach-region3615690 https://www.channelpartner.de/a/sycope-expandiert-in-die-dach-region3615690"  
[X Link](https://x.com/AdrianKowollik/status/1592827432599703552)  2022-11-16T10:30Z [----] followers, [--] engagements


"#Passus $PAS Czech distributor signed a contract with the company for selling #Sycope in Czechia & Slovakia because they have known the MD of Passus in CZ for years and believe that #Sycope will existing complement their offering very well. Just had a chat with them"  
[X Link](https://x.com/AdrianKowollik/status/1592859074449711104)  2022-11-16T12:36Z [----] followers, [--] engagements


"#Passus $PAS New contracts worth PLN 44m since the end of Oct [----] #Poland #ITsecurity #stocks The stock can also be traded in #Germany https://www.onvista.de/aktien/PASSUS-S-A-Aktie-PLPSSUS00018 https://www.onvista.de/aktien/PASSUS-S-A-Aktie-PLPSSUS00018"  
[X Link](https://x.com/AdrianKowollik/status/1610653965632393217)  2023-01-04T15:06Z [----] followers, [---] engagements


"#Passus $PAS Sales in Q4/22 were rather above our previous estimate of c. PLN 26m. #Sycope (own products) made c. PLN 4m in whole [----] in our view. Number of licenses and customer churn are very small #Poland #ITsecurity"  
[X Link](https://x.com/AdrianKowollik/status/1614938297842765824)  2023-01-16T10:51Z [----] followers, [---] engagements


"@Woodpecker_IR $WPR #Woodpecker Slowdown of sales growth. In H1/23 net income declined by 28% y-o-y"  
[X Link](https://x.com/AdrianKowollik/status/1701552906615275760)  2023-09-12T11:06Z [----] followers, [---] engagements


"$WPR A falling knife @Woodpecker_IR"  
[X Link](https://x.com/AdrianKowollik/status/1702277969715040372)  2023-09-14T11:07Z [----] followers, [----] engagements


"@werevulth W [----] Q4 byl dla #Passus $PAS wybitny. Sezonowosc ich biznesu jest spora. Spolka-corka #Sycope ktora generuje w duzej mierze przychody z #SaaS bedzie w kolejnych latach glownym driverem wzrostu"  
[X Link](https://x.com/AdrianKowollik/status/1705804329293062272)  2023-09-24T04:40Z [----] followers, [---] engagements


"@werevulth W #AssecoPoland umowy z sektorem publiczbym w Polsce generuja najwyzsze marze. Przypominam ze #Passus $PAS jest liderem w Polsce jesli chodzi o rozwiazania #NPM (Network Performance Management) i #APM (Application Performance Management)y"  
[X Link](https://x.com/AdrianKowollik/status/1708844900488184308)  2023-10-02T14:02Z [----] followers, [---] engagements


"#Poland #Text @Livechat_IR (former #Livechat) will grow in this fiscal-year at 15.5% on top-line level according to consensus. Current EV/Sales 2022/24 equals 7.9x.#Woodpecker @Woodpecker_IR #SaaS will IMO achieve a sales growth of c. 29% in 2023E but its EV/Sales 2023E = 3.2x"  
[X Link](https://x.com/AdrianKowollik/status/1717072191919882391)  2023-10-25T06:54Z [----] followers, [----] engagements


"Of course #Text is much more profitable than #Woodpecker $WPR"  
[X Link](https://x.com/AdrianKowollik/status/1717072193492808157)  2023-10-25T06:54Z [----] followers, [---] engagements


"@Secrets4stocks @LiveChat_IR @Woodpecker_IR To przez inwestycje w nowe produkty i sprzedaz. Przyszly rok bedzie o wiele lepszy. $WPR"  
[X Link](https://x.com/AdrianKowollik/status/1717144569953849667)  2023-10-25T11:42Z [----] followers, [---] engagements


"@adibmoti @LiveChat_IR @Woodpecker_IR At #Woodpecker $WPR [----] is an exceptional year (high costs due to investments). So based on P/E the company might appear expensive"  
[X Link](https://x.com/AdrianKowollik/status/1717932136647233642)  2023-10-27T15:51Z [----] followers, [---] engagements


"#Woodpecker $WPR GoWork - raczej dobre opinie jako pracodawca https://www.gowork.pl/opinie_czytaj1020182 https://www.gowork.pl/opinie_czytaj1020182"  
[X Link](https://x.com/AdrianKowollik/status/1721911335645020236)  2023-11-07T15:23Z [----] followers, [---] engagements


"@BoguszMizerski Ocena tej spolki przez pryznat ostatnich kwartalow jest bledem. Polecam przeczytac raport za Q3/23 od poczatku do konca i spotkac sie z zarzadem. IMO [----] powinien byc znacznie lepszy niz biezacy rok $WPR @Woodpecker_IR"  
[X Link](https://x.com/AdrianKowollik/status/1724712950315806793)  2023-11-15T08:56Z [----] followers, [---] engagements


"@TJuroszek @BoguszMizerski @Woodpecker_IR $WPR @Woodpecker_IR Zwracam uwag ze spki #SaaS wycenia si raczej mnonikiem EV/Sales. rednia rynkowa to obecnie 7x. Woodpecker po 9M/23 jest wyceniany na trail. EV/Sales = 4x. Na bazie moich prognoz na EV/Sales 2023E = 3x. Ale Q4/23E bdzie jeszcze na pewno saby"  
[X Link](https://x.com/AdrianKowollik/status/1724717943403970625)  2023-11-15T09:16Z [----] followers, [---] engagements


"@TJuroszek @BoguszMizerski @Woodpecker_IR Ok. Kady inwestor ma swoje wasne podejcie. Dla mnie wane jest ze ich "guidance" jest wiarygodny tzn. prognoza przychodw z DI (PLN [---] mln bodaje). $WPR #Woodpecker"  
[X Link](https://x.com/AdrianKowollik/status/1724719049215521184)  2023-11-15T09:20Z [----] followers, [---] engagements


"@TJuroszek @BoguszMizerski @Woodpecker_IR Ja spodziewam si w przyszym roku powrotu do dynamiki przychodw wyranie powyej 20% i marz EBIT na poziomie okoo 20% (jak w '22). Natomiast nie wiem czy nastpi to ju w Q1/24. $WPR Przy przych. w '24 PLN 33m i wyniku netto PLN 5.9m P/E '24E wynosiby 13.4x a EV/Sales 2.4x"  
[X Link](https://x.com/AdrianKowollik/status/1724722146486743188)  2023-11-15T09:32Z [----] followers, [---] engagements


"Polecam. Dla mnie kluczowe byly nadzepujace stwierdzenia zarzadu: [--]. Jestesmy w fazie wprowadzania nowych produktow na rynek i mamy juz platnych klientow na nie [--]. Koszty - szczegolnie personelu - sa obecnie na dla nas docelowym poziomie. 1/2 Nagranie z wczorajszego webinaru jest ju dostpne na stronie: : https://t.co/FQMutR3h89 Nagranie z wczorajszego webinaru jest ju dostpne na stronie: : https://t.co/FQMutR3h89"  
[X Link](https://x.com/AdrianKowollik/status/1725104729502482582)  2023-11-16T10:53Z [----] followers, [----] engagements


"Polecam recenzje. Wedlug przedstawicieli $WPR #Woodpecker nie byla sponsorowana przez spolke 2/2 https://mailgrow.pl/woodpecker-recenzja/ https://mailgrow.pl/woodpecker-recenzja/"  
[X Link](https://x.com/AdrianKowollik/status/1725104733205958877)  2023-11-16T10:53Z [----] followers, [---] engagements


"@werevulth @passus_sa W #Passus $PAS Q4 zawsze odpowiada za zdecydowana wiekszosc rocznego wyniku (specyfika branzy). Spodziewam sie ze bedzie wyraznie pozytywny na poziomie EBIT i zysku netto"  
[X Link](https://x.com/AdrianKowollik/status/1725610769377529959)  2023-11-17T20:24Z [----] followers, [---] engagements


"@werevulth @passus_sa Jak na czlonkow zarzadu w branzy IT - szczegolnie w tak specjalistycznym obszarze - te pensje nie sa wygorowane. #Passus $PAS"  
[X Link](https://x.com/AdrianKowollik/status/1725612380187394147)  2023-11-17T20:30Z [----] followers, [---] engagements


"#Woodpecker $WPR After the release of today's MRR figure for December I believe that the following estimates for Q4/23 are too bullish. When it comes to revenues I now see the Q4 sales figure at c. PLN 6.3m. I expect a small net loss #Poland #stocks #SaaS Woodpecker poda dzi MRR za grudzie i przeliczajc wszystko przez kurs dolara ocieramy si w Q4 o strat netto. Jest nowy rok czekamy zatem na ziszczenie si obietnic zarzdu e bdzie lepiej bo nowe produkty zapi trakcj. Kurs od maja [----] si przepoowi. https://t.co/WZ4cE3rtLM Woodpecker poda dzi MRR za grudzie i przeliczajc wszystko przez kurs"  
[X Link](https://x.com/AdrianKowollik/status/1744995135597748436)  2024-01-10T08:10Z [----] followers, [----] engagements


"#Woodpecker $WPR Today I had a call with the IR. (1) Their pricing will be adjusted in the second half of January and should have a positive impact on MRR in Feb and Mar (2) There is demand for the new products from clients"  
[X Link](https://x.com/AdrianKowollik/status/1745375144950816998)  2024-01-11T09:20Z [----] followers, [----] engagements


"@WilkT29 Podwyszyli ceny w drugiej poowie stycznia. Wany bdzie MRR za luty. Na razie lepiej sta z boku IMO. #Woodpecker $WPR"  
[X Link](https://x.com/AdrianKowollik/status/1756964937329529178)  2024-02-12T08:54Z [----] followers, [---] engagements


"@werevulth @asseco_pl Nie ma niestety juz umowy o pokrycie ale #Passus $PAS noe ocenialbym przez pryzmat biezacych wynikow i tych w tym roku. Long term fair entwrprise value jest kilkakrotnie wyzszy niz obecna wycena spolki"  
[X Link](https://x.com/AdrianKowollik/status/1776533656766390476)  2024-04-06T08:53Z [----] followers, [---] engagements


"@werevulth @Passus Long-term to w #Passus $PAS fair value wynosi IMO zdecydowanie PLN [--] za akcje"  
[X Link](https://x.com/AdrianKowollik/status/1779948247559119044)  2024-04-15T19:01Z [----] followers, [---] engagements


"@jedtmk #Passus $PAS to zupenie inny lepszy biznes. Oni s liderem w Polsce w mega perspkektawistycznym obszarze (Network & Application Performance Management). Plus maja wasny produkt ktry dystrybuuj rwnie w modelu SaaS. #software #SaaS #Poland #stocks"  
[X Link](https://x.com/AdrianKowollik/status/1780129519220760996)  2024-04-16T07:02Z [----] followers, [--] engagements


"#Passus $PAS Wyniki Passus za [----] r. nie powalaj. Niska rentowno negatywny OCF.Ale na ta spk trzeba patrze dugoterminowo. https://infostrefa.com/infostrefa/pl/wiadomosci/48218059passus-sa-raport-okresowy-roczny-skonsolidowany-srr https://infostrefa.com/infostrefa/pl/wiadomosci/48218059passus-sa-raport-okresowy-roczny-skonsolidowany-srr"  
[X Link](https://x.com/AdrianKowollik/status/1780133811373654184)  2024-04-16T07:19Z [----] followers, [---] engagements


"#Passus $PAS Revenues from own products = PLN 3.41m vs. PLN 3.62m as IMO subsidiary #Sycope needs capital for international expansion. Sales related to #AWS Services increased by 91.9% y-o-y"  
[X Link](https://x.com/AdrianKowollik/status/1780506959327666473)  2024-04-17T08:01Z [----] followers, [---] engagements


"#Passus $PAS ROCE in [----] and [----] was quite good: 17% and 23.2% respectively"  
[X Link](https://x.com/AdrianKowollik/status/1780561694449611117)  2024-04-17T11:39Z [----] followers, [---] engagements


"#Passus $PAS Sucham prezentacji. Pierwsze wraenie fatalne bo wydaje si ze chc wyj z obszaru produktw wasnych (- Sycope)"  
[X Link](https://x.com/AdrianKowollik/status/1780588410593288414)  2024-04-17T13:25Z [----] followers, [----] engagements


"#Woodpecker $WPR Bardzo saba dane za MRR w lipcu. Na razie trzymabym si od tej spki z daleka mimo potencjalnie bardzo perspektywistycznego modelu biznesowego w dugim terminie. Szacunkowe przychody MRR w lipcu wyniosy: : ☑4309 tys. USD : https://t.co/DVorVqHozu Szacunkowe przychody MRR w lipcu wyniosy: : ☑4309 tys. USD : https://t.co/DVorVqHozu"  
[X Link](https://x.com/AdrianKowollik/status/1820705379208024192)  2024-08-06T06:16Z [----] followers, [---] engagements


"#Passus $PAS sprzedaje jego - moim zdaniem - najbardziej perspktewistycze aktywa: spk zalena #Sycope. Transakcja wydaje sie na pierwszy rzut oka https://infostrefa.com/infostrefa/pl/wiadomosci/49308287passus-zamierza-sprzedac-wszystkie-akcje-spolki-sycope https://infostrefa.com/infostrefa/pl/wiadomosci/49308287passus-zamierza-sprzedac-wszystkie-akcje-spolki-sycope"  
[X Link](https://x.com/AdrianKowollik/status/1824403919008673847)  2024-08-16T11:12Z [----] followers, [---] engagements


"Coraz gorzej w tej spce $WPR Szacunkowe przychody MRR w grudniu wyniosy: : ☑3986 tys. USD : https://t.co/2ve93g1bzv Szacunkowe przychody MRR w grudniu wyniosy: : ☑3986 tys. USD : https://t.co/2ve93g1bzv"  
[X Link](https://x.com/AdrianKowollik/status/1876529018675368026)  2025-01-07T07:19Z [----] followers, [---] engagements


"#PGE $PGE PLN [--] mld inwestycji w dystrybucje do [----] r. Slaby news dla akcjonariuszy spki ale dobry dla brany #OZE w Polsce. Bdzie atwiej o przyczenia #NovavisGroup #Raen $RAE $NVG https://stooq.pl/n/f=1671475&search=+pge https://stooq.pl/n/f=1671475&search=+pge"  
[X Link](https://x.com/AdrianKowollik/status/1906945412692365346)  2025-04-01T05:43Z [----] followers, [---] engagements


"PLN [---] mln przychodow w [----] to IMO i tak za duzo #XTPL $XTP Ale dla mnie reko to KUPUJ. Technologia spolki jest zdecydowanie "disruptive" tylko komercjalizacja idzie znacznie wolniej niz wczesniejsze oczekiwania. https://biznes.pap.pl/wiadomosci/przemysl/erste-obnizyl-cene-docelowa-akcji-xtpl-do-71-zl-podtrzymal-rekomendacje-trzymaj https://biznes.pap.pl/wiadomosci/przemysl/erste-obnizyl-cene-docelowa-akcji-xtpl-do-71-zl-podtrzymal-rekomendacje-trzymaj"  
[X Link](https://x.com/AdrianKowollik/status/1978355810250977296)  2025-10-15T07:02Z [----] followers, [---] engagements


"Buczek (i wszyscy warszawscy analitycy sell-sidu) uwaaj #AssecoPoland $ACP za skrajnie przewartociowane amerykaskie i londyskie fundusze z kolei uwaaj papier za atrakcyjnie wyceniony. Ciekawe kto zwyciy:-)"  
[X Link](https://x.com/AdrianKowollik/status/1987904501064372291)  2025-11-10T15:25Z [----] followers, [----] engagements


"Amerykaskie i londyskie fundusze jednak gra:-) #AssecoPoland $ACP dzisiaj +5.1% +24.3% w [--] miesicy. Buczek (i wszyscy warszawscy analitycy sell-sidu) uwaaj #AssecoPoland $ACP za skrajnie przewartociowane amerykaskie i londyskie fundusze z kolei uwaaj papier za atrakcyjnie wyceniony. Ciekawe kto zwyciy:-) Buczek (i wszyscy warszawscy analitycy sell-sidu) uwaaj #AssecoPoland $ACP za skrajnie przewartociowane amerykaskie i londyskie fundusze z kolei uwaaj papier za atrakcyjnie wyceniony. Ciekawe kto zwyciy:-)"  
[X Link](https://x.com/AdrianKowollik/status/1998420029575135646)  2025-12-09T15:50Z [----] followers, [----] engagements


"#Nestmedic $NST has completed the clinical studies on [--] patients fulfilling a precondition for #FDA approval in the #US #Poland #medtech #stocks https://biznes.pap.pl/wiadomosci/przemysl/nestmedic-zakonczyl-badania-kliniczne-urzadzenia-pregnaone https://biznes.pap.pl/wiadomosci/przemysl/nestmedic-zakonczyl-badania-kliniczne-urzadzenia-pregnaone"  
[X Link](https://x.com/AdrianKowollik/status/2019669777988596188)  2026-02-06T07:09Z [----] followers, [---] engagements


"Jutro mam calla z amerykanskim hedge fundem. Co z #GPW rekomendowac😀"  
[X Link](https://x.com/AdrianKowollik/status/1371713195614814211)  2021-03-16T06:41Z [----] followers, [--] engagements


"#KionGroup $KGX stock has never been so cheap since [----]. The stock has recently declined due to a profit warning as apparently management had structured contract with clients in one of the business segments wrongly"  
[X Link](https://x.com/AdrianKowollik/status/1570406586065068032)  2022-09-15T13:38Z [----] followers, [--] engagements


"#WeichaiPower owns 45.2% of #KionGroup shares outstanding. So it would be more than logical if they used the currently record low valuation to increase their stake further and potentially de-list the company. BTW: $KGX has been a reliable #dividend payer in the last years"  
[X Link](https://x.com/AdrianKowollik/status/1570419877453643776)  2022-09-15T14:30Z [----] followers, [--] engagements


"Today already PLN [-----]. Tender offer was at PLN [--] per share. #Ciech $CIE #Poland #stocks https://stooq.pl/q/s=cie https://stooq.pl/q/s=cie"  
[X Link](https://x.com/AdrianKowollik/status/1641785317958078464)  2023-03-31T12:51Z [----] followers, [---] engagements


"Worldwide the number of #daVinci procedures grew by 22% in [----]. This year it is expected to increase by 13-16%. #IntuitiveSurgical"  
[X Link](https://x.com/AdrianKowollik/status/1751238029417542040)  2024-01-27T13:37Z [----] followers, [---] engagements


"#Synektik $SNT There are [----] hospitals in the UK and [---] #daVinci robots installed (c. 10% of all hospitals). In Poland there are c. [---] hospitals but currently the installed base only equals [--] robots"  
[X Link](https://x.com/AdrianKowollik/status/1752261763976872162)  2024-01-30T09:25Z [----] followers, [----] engagements


"#Ferrexpo (Market cap GBP 568m Trail. sales growth = +34% EV/EBITDA '24E = 4.1x net gearing = -10.3%) and #Astarta (Market cap PLN 1bn 2y sales CAGR = 34.3% EV/EBITDA *24E = 1.7x net gearing = 19.9%): Two likely beneficiaries of peace negotiations/treaty in the #Ukraine"  
[X Link](https://x.com/AdrianKowollik/status/1869710614601625864)  2024-12-19T11:45Z [----] followers, [----] engagements


"Buying high-quality German suppliers to the global #semiconductors industry may be a good idea now: I believe there is an increasing probability that #Aixtron #SuessMicrotech and #ElmosSemiconductor will be taken over at these valuation levels"  
[X Link](https://x.com/AdrianKowollik/status/1876659356885807185)  2025-01-07T15:57Z [----] followers, [---] engagements


"#NXP posts results as well as a Q3 guidance above consensus. Positive for #Aixtron $AIXA whose results are due on July [--]. https://www.onvista.de/news/2025/07-22-infineon-rivale-nxp-mit-ueberraschend-starkem-gewinn-0-20-26412257 https://www.onvista.de/news/2025/07-22-infineon-rivale-nxp-mit-ueberraschend-starkem-gewinn-0-20-26412257"  
[X Link](https://x.com/AdrianKowollik/status/1947532306580734403)  2025-07-22T05:40Z [----] followers, [---] engagements


"@platowverlag #Aixtron $AIXA"  
[X Link](https://x.com/AdrianKowollik/status/1948387049859342443)  2025-07-24T14:17Z [----] followers, [---] engagements


"#Aixtron $AIXA Q2 numbers were well received"  
[X Link](https://x.com/AdrianKowollik/status/1950811398201573819)  2025-07-31T06:50Z [----] followers, [----] engagements


"#RainbowTours $RBW 🚀"  
[X Link](https://x.com/AdrianKowollik/status/1961308912377897151)  2025-08-29T06:04Z [----] followers, [--] engagements


"#Comp $CMP Oferta na PLN [---] na kupnie.Nowe ATH"  
[X Link](https://x.com/AdrianKowollik/status/1970019140158251228)  2025-09-22T06:55Z [----] followers, [---] engagements


"$Aixtron $AIXA 1-week chart. I see the FV at 35-40 EUR. But its a very cyclical and volatile stock #semiconductorequipment #Germany"  
[X Link](https://x.com/AdrianKowollik/status/1970491812100891119)  2025-09-23T14:13Z [----] followers, [----] engagements


"A sustained recovery of backlog should start in Q2/26. Until then #Aixtron $AIXA could be taken over because it is global market leader and a high-quality stock"  
[X Link](https://x.com/AdrianKowollik/status/1970492853861183887)  2025-09-23T14:18Z [----] followers, [----] engagements


"#Aixtron $AIXA Recently up due to #AI phantasy #Germany #semiconductorequipment"  
[X Link](https://x.com/AdrianKowollik/status/1986667288343302620)  2025-11-07T05:29Z [----] followers, [---] engagements


"Also: Supervisory Board member bought shares for EUR [------]. #Aixtron $AIXA"  
[X Link](https://x.com/AdrianKowollik/status/1986668090931728854)  2025-11-07T05:32Z [----] followers, [---] engagements


"In the short term #RainbowTours $RBW seems to be a good bet due to likely strong results on Nov [--] and the announcement of the interim dividend"  
[X Link](https://x.com/AdrianKowollik/status/1986726163503276318)  2025-11-07T09:23Z [----] followers, [---] engagements


"UBS raises its rating for #SuessMicrotech from Neutral to Buy. Apart from #Aixtron $AIXA it is another high-quality company from the #Germany #semiconductor sector which is a potential takeover candidate at present"  
[X Link](https://x.com/AdrianKowollik/status/1987908380846145552)  2025-11-10T15:41Z [----] followers, [---] engagements


"#Aixtron $AIXA 35.7% in [--] months. #AI + takeover phantasy seem to be driving the company's share price. #Germany #semiconductorequipment"  
[X Link](https://x.com/AdrianKowollik/status/1988505386727465264)  2025-11-12T07:13Z [----] followers, [---] engagements


"#Aixtron $AIXA EUR [-----] yesterday high. Strong momentum #semiconductorequipment #Germany"  
[X Link](https://x.com/AdrianKowollik/status/1988842659209744590)  2025-11-13T05:33Z [----] followers, [---] engagements


"#Aixtron $AIXA BofA upgraded the stock to BUY with a PT of EUR [----] (from EUR 1180)"  
[X Link](https://x.com/AdrianKowollik/status/1988845324413132939)  2025-11-13T05:44Z [----] followers, [---] engagements


"@Macronextcom @CDPROJEKTRED_IR Impressive Q3 outperformance vs. consensus Tomorrow should be a good day for $CDR shareholders"  
[X Link](https://x.com/AdrianKowollik/status/1993727721072140747)  2025-11-26T17:05Z [----] followers, [----] engagements


"#RainbowTours $RBW Jak teraz po takich wynikach papier znacznie nie odbije to juz sam nie wiem"  
[X Link](https://x.com/AdrianKowollik/status/1993915128509510143)  2025-11-27T05:29Z [----] followers, [---] engagements


"Looks like #CDProjet $CDR Q4 results will be very solid. Despite the price reduction for CP2077"  
[X Link](https://x.com/AdrianKowollik/status/1999020405861056741)  2025-12-11T07:36Z [----] followers, [---] engagements


"#Aixtron $AIXA #Germany #semiconductorequipment The company's share price is at the highest level since Aug [----]. An improving backlog in [----] could push #AIXA towards EUR 30/share IMO"  
[X Link](https://x.com/AdrianKowollik/status/2007176727966130449)  2026-01-02T19:46Z [----] followers, [----] engagements


"Highest PT for #Aixtron $AIXA (Source: CapitalIQ) equals EUR [-----] (14 analysts implies an upside of 27.4% at present). Latest update from Berenberg was with a PT of EUR 21"  
[X Link](https://x.com/AdrianKowollik/status/2007372103914533303)  2026-01-03T08:42Z [----] followers, [---] engagements


"Call with #CaptorTherapeutics $CTX #Poland #TargetedProteinDegradation #stocks #clinicalphase (Market cap EUR 108m) on Thursday January [--] at 11:30 https://www.appairtime.com/join/meeting/cdbd7d07-1bcb-4179-9825-652d8f0bb0d9 https://www.appairtime.com/join/meeting/cdbd7d07-1bcb-4179-9825-652d8f0bb0d9"  
[X Link](https://x.com/AdrianKowollik/status/2010654701168296411)  2026-01-12T10:06Z [----] followers, [---] engagements


"In [----] Obama stopped the sale of #Aixtron $AIXA to an investor from #China. This tells you a lot about the companys quality and its importance for the global #semiconductor industry https://www.spiegel.de/wirtschaft/unternehmen/barack-obama-stoppt-aixtron-verkauf-an-china-sicherheitsbedenken-a-1124272.html https://www.spiegel.de/wirtschaft/unternehmen/barack-obama-stoppt-aixtron-verkauf-an-china-sicherheitsbedenken-a-1124272.html"  
[X Link](https://x.com/AdrianKowollik/status/2011803403588890913)  2026-01-15T14:11Z [----] followers, [---] engagements


"#Aixtron $AIXA According to multiple sources the company is supplier of #TSMC and should thus benefit from the #Taiwan companies planned massive investments in the #US #Germany #stocks #semiconductorequipment"  
[X Link](https://x.com/AdrianKowollik/status/2012172950267408426)  2026-01-16T14:39Z [----] followers, [---] engagements


"#Aixtron $AIXA Barclays increased its PT for the stock from EUR [--] to EUR [--] (rating Overweight) https://www.finanzen.net/analyse/aixtron_se_overweight-barclays_capital_1051426 https://www.finanzen.net/analyse/aixtron_se_overweight-barclays_capital_1051426"  
[X Link](https://x.com/AdrianKowollik/status/2012427037378572352)  2026-01-17T07:29Z [----] followers, [---] engagements


"Exactly the same holds for #TokyoElectron #AppliedMaterials and #KLACorporation (all are trading Forward EV/EBITDA of 21x. #Aixtron $AIXA - like its German peer #SussMicrotech btw - seems to be massively undervalued at present"  
[X Link](https://x.com/AdrianKowollik/status/2012578429174943808)  2026-01-17T17:31Z [----] followers, [---] engagements


"#Aixtron $AIXA #semiconductorequipment #Germany #stocks"  
[X Link](https://x.com/AdrianKowollik/status/2014251447035068756)  2026-01-22T08:19Z [----] followers, [---] engagements


"#Puma transaction (acquisition of a 29% stake by a Chinese player EUR [--] per share EV = EUR 7.5bn) is an interesting cross-read for #Adidas shareholders: Impl. EV/EBITDA 2026E of $PUM = 20.7x & x EV/Sales '26E = 1.1x 1/2"  
[X Link](https://x.com/AdrianKowollik/status/2016053843818143924)  2026-01-27T07:41Z [----] followers, [---] engagements


"#Volkswagen Group #electrovehicle Market Share in Europe is c. 30%. It leads by a wide margin"  
[X Link](https://x.com/AdrianKowollik/status/2017971861410205703)  2026-02-01T14:42Z [----] followers, [---] engagements


"While #NASDAQ is IMO close to a stronger correction #dividend stocks are performing very well"  
[X Link](https://x.com/AdrianKowollik/status/2018580439045447754)  2026-02-03T07:00Z [----] followers, [---] engagements


"My guess is that #Paypal $PYPL will soon be taken over by a strategic investor or private equity fund. It is such a strong brand $PYPL -16% Post-Earnings Shares are now down 50% in the last [--] months. Over the last [--] years the stock is down 80%. $PYPL is one of the most hated stocks in the market. https://t.co/whhjEfn0OU $PYPL -16% Post-Earnings Shares are now down 50% in the last [--] months. Over the last [--] years the stock is down 80%. $PYPL is one of the most hated stocks in the market. https://t.co/whhjEfn0OU"  
[X Link](https://x.com/AdrianKowollik/status/2018726868107640913)  2026-02-03T16:42Z [----] followers, [----] engagements


"Virtual #Roundtable on #AIRTIMESoftware with #Poland #medtech #ScopeFluidics $SCP (Market cap EUR 109m) on February [--] at 14:00 In [----] the company sold its subsidiary to #BioRadCorporation for USD 130m https://www.appairtime.com/join/meeting/5edad7f5-5a7d-43e0-9452-a8a2c21903f8 https://www.appairtime.com/join/meeting/5edad7f5-5a7d-43e0-9452-a8a2c21903f8"  
[X Link](https://x.com/AdrianKowollik/status/2018951316312142037)  2026-02-04T07:34Z [----] followers, [---] engagements


"#Tesla $TSLA [--] largest #bitcoin holding of [---] publicly listed companies BREAKING: Michael Burry warns Bitcoins decline will wipe out significant value for companies holding large amounts on their balance sheet. He says BTC has failed as a safe haven like gold and behaves more like a volatile stock tied to the S&P [---]. Aggressive holders face https://t.co/Ff9G3b7cgo BREAKING: Michael Burry warns Bitcoins decline will wipe out significant value for companies holding large amounts on their balance sheet. He says BTC has failed as a safe haven like gold and behaves more like a volatile stock"  
[X Link](https://x.com/AdrianKowollik/status/2018956634395963706)  2026-02-04T07:55Z [----] followers, [---] engagements


"@GrahamMuirhead5 Yeah sure. There are currently many bargains in #China. Daqo Energy is also very cheap. But you have to bear in mind that if China attacks Taiwan the same will happen with Chinese stocks as with Russian ones. Alibaba is enough for me when it comes to China exposure"  
[X Link](https://x.com/AdrianKowollik/status/1510311483669893125)  2022-04-02T17:41Z [----] followers, [--] engagements


"@AnalizyD @RafSkrzypczyk Zgadzam si. Banki (szczeglnie #Pekao #PKO) #Pepco i #LPP s w bardzo ciekawym pooeniu. Pekao i PKO maja 40-50% potencjau IMO"  
[X Link](https://x.com/AdrianKowollik/status/1523004996735827968)  2022-05-07T18:21Z [----] followers, [--] engagements


"#Synektik $SNT #IntuitiveSurgical 14.2m+ da Vinci procedures performed to date 2.2m+ in [----] 9100+ da Vinci robots sold worldwide to date 1600+ in 2023"  
[X Link](https://x.com/AdrianKowollik/status/1751237489530990955)  2024-01-27T13:35Z [----] followers, [----] engagements


"#Synektik $SNT #investorcall Apparently the company already agreed with #IntuitiveSurgical to extend the distribution agreement to the Baltic countries (and after the war also the Ukraine)"  
[X Link](https://x.com/AdrianKowollik/status/1752265610426286115)  2024-01-30T09:40Z [----] followers, [----] engagements


"#Synektik $SNT From #IntuitiveSurgical presentation & web search: Number of #daVinci robots in the US reached [----] in [----] while the number of hospitals equals 7335"  
[X Link](https://x.com/AdrianKowollik/status/1753320951893074181)  2024-02-02T07:34Z [----] followers, [----] engagements


"#Synektik $SNT New ATH & record daily turnover of PLN 10m/EUR 2.3m today #Poland #stocks #healthcare #IntuitiveSurgical #daVinci #Synektik nowa umowa 💪😇 🔹Uniwersytecki Szpital Dziecicy w Krakowie; 🔹dostawa monta instalacja i uruchomienia systemu da Vinci; 🔹warto umowy wynosi [---] mln z netto; 🔹realizacja do [--] tyg. #SNT #GPW #Synektik nowa umowa 💪😇 🔹Uniwersytecki Szpital Dziecicy w Krakowie; 🔹dostawa monta instalacja i uruchomienia systemu da Vinci; 🔹warto umowy wynosi [---] mln z netto; 🔹realizacja do [--] tyg. #SNT #GPW"  
[X Link](https://x.com/AdrianKowollik/status/1762133467247067136)  2024-02-26T15:12Z [----] followers, [----] engagements


"@kdebski11 rodki z #KPO robi swoje. Ponadto (IMO prawdopodobne) rozszerzenie umowy z #IntuitiveSurgical o kraje baltyckie zwiekszy potencjal rynkowy dla #daVinci 2x (Estonia Litwa otwa = Polska) #Synektik $SNT"  
[X Link](https://x.com/AdrianKowollik/status/1810610617255969009)  2024-07-09T09:43Z [----] followers, [---] engagements


"#MoBruk $MBR Rentowno i cash operacyjny slaby https://infostrefa.com/infostrefa/pl/wiadomosci/49403080mo-bruk-sa-raport-okresowy-polroczny-za-2024-psr https://infostrefa.com/infostrefa/pl/wiadomosci/49403080mo-bruk-sa-raport-okresowy-polroczny-za-2024-psr"  
[X Link](https://x.com/AdrianKowollik/status/1829037527572811883)  2024-08-29T06:05Z [----] followers, [---] engagements


"#Synektik $SNT New distribution contract with @Hologic. The success of the co-operation with #IntuitiveSurgical has made the Polish company a very attractive partner for other international players"  
[X Link](https://x.com/AdrianKowollik/status/1841775336209473543)  2024-10-03T09:40Z [----] followers, [---] engagements


"#IntuitiveSurgical Total installed base of #daVinci robots [----] worldwide. No of performed procedures +18% y-o-y in Q3/24 (5y CAGR = 17%). "The need for robotic minimally invasive operations remains high." #Synektik https://www.fiercebiotech.com/medtech/intuitive-surgical-stock-surges-10-amid-da-vinci-5-demand-full-rollout-set-2025 https://www.fiercebiotech.com/medtech/intuitive-surgical-stock-surges-10-amid-da-vinci-5-demand-full-rollout-set-2025"  
[X Link](https://x.com/AdrianKowollik/status/1850561686308053010)  2024-10-27T15:34Z [----] followers, [---] engagements


"#daVinci #Synektik #IntuitiveSurgical Intuitive Surgical's DaVinci System Installed Base is nearing [-----] units. Up 15% from a year ago. $ISRG https://t.co/gUyDmRaYVv Intuitive Surgical's DaVinci System Installed Base is nearing [-----] units. Up 15% from a year ago. $ISRG https://t.co/gUyDmRaYVv"  
[X Link](https://x.com/AdrianKowollik/status/1882688236977569964)  2025-01-24T07:13Z [----] followers, [---] engagements


"#Synektik $SNT to fajna i - szczeglnie jak na polskie warunki - dobrze zarzdzana spka. Ale jakby nie ta umowa z #IntuitiveSurgical - ktra notabene outperformuje oczekiwania w tym moje - ta spka by sobie "dubaa" dalej jak [--] lat temu. Kiedy w kocu fina projektu #kardio"  
[X Link](https://x.com/AdrianKowollik/status/1889256913931550775)  2025-02-11T10:15Z [----] followers, [----] engagements


"@TuBartlomiej #daVinci jest bardzo mocnym driverem wynikow. Zagraniczny kapital to czuje bo zna #IntuitiveSurgical. #Synektik"  
[X Link](https://x.com/AdrianKowollik/status/1892531258405634156)  2025-02-20T11:06Z [----] followers, [---] engagements


"#GrupaKety $KTY Konsensus - wzrost zysku netto w 2025-2027 rednio o 53% - wydaje si totalnie nie uwzgledniac potencjau poprawy wynikw zwizanego z odbudowa Ukrainy. W 2019-2023 zysk netto urs z CAGR 163%.DYield 2024E & 2025E = 68%"  
[X Link](https://x.com/AdrianKowollik/status/1892838996687896728)  2025-02-21T07:29Z [----] followers, [---] engagements


"#GrupaKety $KTY redni 3-letni ROCE ponad 20%. Malo jest takich spek przemysowych"  
[X Link](https://x.com/AdrianKowollik/status/1893213225421808000)  2025-02-22T08:16Z [----] followers, [---] engagements


"#Synektik $SNT Call with international investors today: In the coming years the share of recurring revenues from #daVinci #IntuitiveSurgical robots could reach 60% of total sales related to medical devices"  
[X Link](https://x.com/AdrianKowollik/status/1896911620410106003)  2025-03-04T13:12Z [----] followers, [----] engagements


"Jak moe by taka rozbieno miedzy faktycznymi wynikami a konsensusem spki ktra jest tak szeroko pokrywana przez sell-side #MoBruk $MBR #Mobruk klasyka: jeli panikowa to od razu ale dowalili wynikami 1Q 🤦♂ https://t.co/BArxtxfAQz #Mobruk klasyka: jeli panikowa to od razu ale dowalili wynikami 1Q 🤦♂ https://t.co/BArxtxfAQz"  
[X Link](https://x.com/AdrianKowollik/status/1925445915445187063)  2025-05-22T06:57Z [----] followers, [----] engagements


"#MoBruk $MBR Troch rozczarowujce jest to ze minimalna cena proponowanego buybacku jest znacznie poniej ceny rynkowej (PLN [---] vs. PLN 276). Np. w $RBW minimalna cena to PLN [---] powyej ceny rynkowej z dnia ogoszenia"  
[X Link](https://x.com/AdrianKowollik/status/1933055122889671081)  2025-06-12T06:53Z [----] followers, [----] engagements


"Przy tym current ratio i przepywach #Wielton $WLT jest dla mnie (obecnie) jeszcze za "gorcy". Mimo fajnego akcjonariatu"  
[X Link](https://x.com/AdrianKowollik/status/1938850193237241867)  2025-06-28T06:41Z [----] followers, [---] engagements


"#Ubisoft @Alphavalue REDUCE with a PT of EUR [----]. 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"  
[X Link](https://x.com/AdrianKowollik/status/1945773147254317510)  2025-07-17T09:10Z [----] followers, [---] engagements


"#Ubisoft $UBI https://www.marketscreener.com/news/ubisoft-entertainment-adjustments-of-the-dcf-and-nav-based-valuations-reduce-instead-of-sell-ce7c5cd9da89fe23 https://www.marketscreener.com/news/ubisoft-entertainment-adjustments-of-the-dcf-and-nav-based-valuations-reduce-instead-of-sell-ce7c5cd9da89fe23"  
[X Link](https://x.com/AdrianKowollik/status/1945783695186555345)  2025-07-17T09:52Z [----] followers, [---] engagements


"Dlaczego #AssecoPoland $ACP jest takie slabe od lipca Fundamentalnie nic sie tam nie pogorszylo"  
[X Link](https://x.com/AdrianKowollik/status/1955296371830829508)  2025-08-12T15:52Z [----] followers, [----] engagements


"#XTPL $XTP Insider sprzeda [---] tys. akcji @ 362-371 PLN. (Kurs PLN 8310)"  
[X Link](https://x.com/AdrianKowollik/status/1957356299726823636)  2025-08-18T08:18Z [----] followers, [----] engagements


"#US insurers increase their premiums at the highest rate in [--] years e.g. due to increasing costs of treatments. One more reason why the demand for robotic surgeries should continue to grow #IntuitiveSurgical #Synektik"  
[X Link](https://x.com/AdrianKowollik/status/1964931703438193075)  2025-09-08T05:59Z [----] followers, [---] engagements


"#XTPL $XTP Cel [---] mln przychodow przesuniety z [----] na [----] r"  
[X Link](https://x.com/AdrianKowollik/status/1971236908123685051)  2025-09-25T15:34Z [----] followers, [----] engagements


"#XTPL $XTP Wodospad na kursie. Przyklad ze lepiej nie wypuszczac zadnego guidance niz takiego gdzie jest duze ryzyko niedowiezienia https://stooq.pl/q/s=xtp https://stooq.pl/q/s=xtp"  
[X Link](https://x.com/AdrianKowollik/status/1973014763513995414)  2025-09-30T13:19Z [----] followers, [---] engagements


"#AssecoPoland $ACP Regulatorzy zatwierdzili cala inwestycje #ConstellstionSoftware. Jedziemy w kierunku [---] PLN/akcje"  
[X Link](https://x.com/AdrianKowollik/status/1973381979501465657)  2025-10-01T13:38Z [----] followers, [----] engagements


"#WirtualnaPolska $WPL Niby tania jak barszcz ale wykres odstrasza od dalszej analizy"  
[X Link](https://x.com/AdrianKowollik/status/1975512500931322066)  2025-10-07T10:44Z [----] followers, [----] engagements


"@Ryszaw $WPL #WirtualnaPolska Najnizszy kurs od [----] roku. A przychod rosna dwucyfrowo przy marzy EBITDA ponad 20%"  
[X Link](https://x.com/AdrianKowollik/status/1975852196861501677)  2025-10-08T09:14Z [----] followers, [---] engagements


"#WirtualnaPolska $WPL [--] analitykow ma sredni PT PLN [------]. Minimum PT to PLN [-----] (akt. cena: PLN 58.80). PEG (zrodlo: CapitalIQ) wyglada super atrakcyjnie"  
[X Link](https://x.com/AdrianKowollik/status/1975854663166783578)  2025-10-08T09:23Z [----] followers, [---] engagements


"#Synektik #IntuitiveSurgical 17% da Vinci procedure growth y/y 14% da Vinci installed base growth y/y [---] new da Vinci systems placed to [-----] (thereof: [----] in the US & [----] in Europe) 1/2"  
[X Link](https://x.com/AdrianKowollik/status/1975922422223176158)  2025-10-08T13:53Z [----] followers, [----] engagements


"Cost of accessories for a da Vinci procedure: USD 1000-USD [----]. Services: USD 100k-225k per year for one da Vinci system #Synektik #IntuitiveSurgical"  
[X Link](https://x.com/AdrianKowollik/status/1975922423984730226)  2025-10-08T13:53Z [----] followers, [---] engagements


"#IntuitiveSurgical Hospitals globally with 7+ da Vinci systems 36%() YoY [----] Q2"  
[X Link](https://x.com/AdrianKowollik/status/1975923504739439095)  2025-10-08T13:57Z [----] followers, [---] engagements


"#WirtualnaPolska $WPL +57% dzisiaj. Ktos sie w koncu skapnal ze spolka generuje marze EBITDA 20% od lat i traduje z PEG 0.3-0.4 na 2025-27"  
[X Link](https://x.com/AdrianKowollik/status/1978380845921505786)  2025-10-15T08:42Z [----] followers, [---] engagements


"#WirtualnaPolska $WPL P/E na bazie zaktualizowanych prognoz jednego z brokerow implikuje PEG ratio 2025-27 miedzy [----] a [----]. Oznacza to ze wartosc godziwa spolki jest 100% powyzej jej aktualnej ceny rynkowej"  
[X Link](https://x.com/AdrianKowollik/status/1978733773014323282)  2025-10-16T08:04Z [----] followers, [----] engagements


"Jedyne co mi podpadlo w tej spolce to Goodwill Equity #WirtualnaPolska $WPL"  
[X Link](https://x.com/AdrianKowollik/status/1978748489916952990)  2025-10-16T09:02Z [----] followers, [---] engagements


"#XTPL $XTP musi wypracowac PLN [--] mln przychodow w Q4/25 zeby dowiesc oczekiwania rynkowe na caly rok (po 9M/25 spolka miala PLN [---] mln)"  
[X Link](https://x.com/AdrianKowollik/status/1979084468892647843)  2025-10-17T07:18Z [----] followers, [---] engagements


"#Zabka $ZAB (Market cap PLN 21.7bn) Largest convenience store chain in CEE. PEG ratio looks really attractive. However the main problem is the potential share sale by the main shareholder PE fund CVC Capital Partners"  
[X Link](https://x.com/AdrianKowollik/status/1979783801976094977)  2025-10-19T05:36Z [----] followers, [----] engagements


"Latest country ranks of #WirtualnaPolska $WPL portals according to http://Similarweb.com http://Similarweb.com"  
[X Link](https://x.com/AdrianKowollik/status/1980156897975275896)  2025-10-20T06:19Z [----] followers, [---] engagements


"Moim skromnym zdaniem fakt ze #IntuitiveSurgical jest w stanie nadal rosnac okolo 20% r/r przy tak duzej bazie pokazuje ze potencjal biznesu #daVinci #Synektik $SNT jeszcze dluugo sie nie wyczerpie. P/E $ISRG to apropos 69x (2025E) i 608x (2026E) #Synektik $SNT Intuitive Surgical przekracza prognozy zysku dziki silnemu popytowi na roboty chirurgiczne https://t.co/rEFrDG6bbZ #Synektik $SNT Intuitive Surgical przekracza prognozy zysku dziki silnemu popytowi na roboty chirurgiczne https://t.co/rEFrDG6bbZ"  
[X Link](https://x.com/AdrianKowollik/status/1981227751790014728)  2025-10-23T05:14Z [----] followers, [----] engagements


"While #Allegro denies it I am wondering whether it could use the currently very low valuation of #WirtualnaPolska $WPL to acquire it. Theoretically it would fit to the plans of $ALE new CEO"  
[X Link](https://x.com/AdrianKowollik/status/1982339608785326543)  2025-10-26T06:52Z [----] followers, [----] engagements


"@Ryszaw Wykres $WPL bardzo slabo wyglada obecnie"  
[X Link](https://x.com/AdrianKowollik/status/1986009271004184737)  2025-11-05T09:54Z [----] followers, [---] engagements


"#Amrest $EAT continues to underperform https://biznes.pap.pl/wiadomosci/firmy/wyniki-amrestu-w-iii-kw-2025-r-vs-konsensus-pap-tabela https://biznes.pap.pl/wiadomosci/firmy/wyniki-amrestu-w-iii-kw-2025-r-vs-konsensus-pap-tabela"  
[X Link](https://x.com/AdrianKowollik/status/1989019441313533973)  2025-11-13T17:16Z [----] followers, [---] engagements


"#AssecoPoland $ACP Trading turnover yesterday PLN 34.9m. 2-3 years ago it was only PLN 3-4m"  
[X Link](https://x.com/AdrianKowollik/status/1996126024921137330)  2025-12-03T07:55Z [----] followers, [---] engagements


"Na razie +105% w miesic #WirtualnaPolska $WPL https://stooq.pl/q/g/s=wpl #WirtualnaPolska $WPL ROCE in 2022-2024 was very solid. Also: Almost all of the company's bank debt is long-term. #Poland #stocks https://t.co/UMNbgzn5fc https://stooq.pl/q/g/s=wpl #WirtualnaPolska $WPL ROCE in 2022-2024 was very solid. Also: Almost all of the company's bank debt is long-term. #Poland #stocks https://t.co/UMNbgzn5fc"  
[X Link](https://x.com/AdrianKowollik/status/1998021792754192526)  2025-12-08T13:28Z [----] followers, [----] engagements


"#Text $TXT wyplaca od 2023/24 roku wicej dywidend ni wynosi jego Free Cash Flow @Text_IR_Team (Dane z CapitalIQ)"  
[X Link](https://x.com/AdrianKowollik/status/1998309536248238325)  2025-12-09T08:31Z [----] followers, [----] engagements


"#WirtualnaPolska $WPL chart has crossed the 50-day moving average. 200-day is around PLN 72"  
[X Link](https://x.com/AdrianKowollik/status/1998654987665314219)  2025-12-10T07:24Z [----] followers, [---] engagements


"#Wielton $WLT Znaczny 281% przyrost zarejestrowanych naczep w okresie stycze-listopad 2025"  
[X Link](https://x.com/AdrianKowollik/status/2000819746753876261)  2025-12-16T06:46Z [----] followers, [---] engagements


"#Wielton $WLT W Q3/25 przychody znowu urosy r/r. Od Q2/24 spka zanotowaa dodatnia EBITDA. Cash operacyjny pozostaje jednak negatywny"  
[X Link](https://x.com/AdrianKowollik/status/2000842804692389920)  2025-12-16T08:17Z [----] followers, [---] engagements


"#Comp #AIRTIME $CMP #Poland #cybersecurity (Market cap EUR 273m) When February 2nd 9:45 am-10:15 am 🤝 Please register here: https://lnkd.in/daEJqVDz https://lnkd.in/daEJqVDz"  
[X Link](https://x.com/AdrianKowollik/status/2014382855577596074)  2026-01-22T17:01Z [----] followers, [---] engagements


"#XTPL $XTP PLN [--] mln (Q4/24: PLN [--] mln) przychodw w Q4/25. #DeepTech is a long-term game :-)"  
[X Link](https://x.com/AdrianKowollik/status/2014597080015094216)  2026-01-23T07:12Z [----] followers, [----] engagements


"#Genomtec $GMT YTD +553%. Dzisiaj obrt PLN [--] mln"  
[X Link](https://x.com/AdrianKowollik/status/2015805242416275853)  2026-01-26T15:13Z [----] followers, [----] engagements


"Jak te #Oponeo $OPN ma osign te 120-130 PLN czyli PTs niektrych brokerw jak insiderzy sprzedaj akcje.#ecommerce #Poland #stocks"  
[X Link](https://x.com/AdrianKowollik/status/2018728707297337577)  2026-02-03T16:50Z [----] followers, [---] engagements


"#Nestmedic $NST +18.3% currently #Poland #medtech #stocks The market cap still equals EUR 9m"  
[X Link](https://x.com/AdrianKowollik/status/2019699878998512001)  2026-02-06T09:09Z [----] followers, [---] engagements


"#Aixtron $AIXA Most recent BUY: PT EUR [-----] from #JPMorgan. Current share price: EUR [-----] #semiconductorequipment #Germany #stocks"  
[X Link](https://x.com/AdrianKowollik/status/2020455382951309449)  2026-02-08T11:11Z [----] followers, [---] engagements


"#InPost $INPST IPO price in [----] was EUR [--] per share current takeover offer by the main shareholders + US-based FedEx equals EUR [-----]. Revenues and EBITDA in [----] were [---] times and [---] times higher higher than in https://biznes.pap.pl/wiadomosci/firmy/advent-fedex-ar-i-ppf-chca-kupic-akcje-inpostu-po-cenie-1560-euroszt-opis https://biznes.pap.pl/wiadomosci/firmy/advent-fedex-ar-i-ppf-chca-kupic-akcje-inpostu-po-cenie-1560-euroszt-opis"  
[X Link](https://x.com/AdrianKowollik/status/2020750148289130967)  2026-02-09T06:42Z [----] followers, [----] engagements


"😱Im wondering where @MichaelAArouet gets his information from. #Poland is definitely not a country with a small bureaucracy. Every Polish entrepreneur will confirm it. Did you know that one reason Poland enjoys a stunning economic boom is that it is one of the least bureaucratic countries in the world Poles remember what socialist bureaucracy and a big state mean: demotivation and stagnation. Be like Poland. https://t.co/bmc4v4czWi Did you know that one reason Poland enjoys a stunning economic boom is that it is one of the least bureaucratic countries in the world Poles remember what"  
[X Link](https://x.com/AdrianKowollik/status/2020782591884824900)  2026-02-09T08:51Z [----] followers, [---] engagements


"#Poltreg $PTG All-time low. Nigdy wicej polski #biotech Chyba ze notowany na jednej z zachodnich gied"  
[X Link](https://x.com/AdrianKowollik/status/1899105422813852093)  2025-03-10T14:29Z [----] followers, [----] engagements


"#Comp $CMP Looks still attractive especially on PEG. ROCE has been growing nicely since [----] but is still below the company's WACC of 12.6% (- still negative EVA). At least it is double-digit now. #Poland #stocks"  
[X Link](https://x.com/AdrianKowollik/status/1971847947634798598)  2025-09-27T08:02Z [----] followers, [---] engagements


"#Comp $CMP Dzis po splicie 1:5 +17%"  
[X Link](https://x.com/AdrianKowollik/status/1975513522021740558)  2025-10-07T10:48Z [----] followers, [---] engagements


"#WirtualnaPolska $WPL ROCE in 2022-2024 was very solid. Also: Almost all of the company's bank debt is long-term. #Poland #stocks"  
[X Link](https://x.com/AdrianKowollik/status/1978700430432428135)  2025-10-16T05:51Z [----] followers, [----] engagements


"Spolka ktora mnie kreci: #Wielton. W Q3/25 dodatnia EBITDA (PLN [--] mln). Super inwestorzy na pokadzie (- CCC jak nikt w nich nie wierzy Comp). Historycznie kurs wynosi PLN [--] (dzisiaj [---] PLN). Wielton jest liderem rynku naczep w Europie i spodziewa si dobrego 2026"  
[X Link](https://x.com/AdrianKowollik/status/2000573565314150786)  2025-12-15T14:28Z [----] followers, [----] engagements


"@kdebski11 #Wielton $WLT Peak market cap PLN 900m. Obecnie PLN 421m"  
[X Link](https://x.com/AdrianKowollik/status/2000643650947051755)  2025-12-15T19:06Z [----] followers, [---] engagements


"#Aixtron $AIXA EV/EBITDA fiscal 2026E-27E = 17.2x & 12.5x (remember AIXA is global market leader in its segment) #LAMResearch - 30.7x & 27.6x #ASML (one of AIXA's clients) - 33.4x & 26.8x #semiconductorequipment"  
[X Link](https://x.com/AdrianKowollik/status/2012428632283562471)  2026-01-17T07:35Z [----] followers, [---] engagements


"#KoryxCopper $KRY"  
[X Link](https://x.com/AdrianKowollik/status/2016916729029415248)  2026-01-29T16:49Z [----] followers, [---] engagements


"From the #Stifel research on the company #KoryxCopper $KRY (Market cap USD 233.7m)"  
[X Link](https://x.com/AdrianKowollik/status/2016916732225483132)  2026-01-29T16:49Z [----] followers, [---] engagements


"2nd virtual #roundtable with #Poland #biotech #CaptorTherapeutics $CTX #TargetedProteinDegradation (Market cap EUR 104m) on #AIRTIMESoftware on February [--] at 11:00 https://www.appairtime.com/join/meeting/0dcbfc40-7374-4574-a2d5-f2ba6533a0ef https://www.appairtime.com/join/meeting/0dcbfc40-7374-4574-a2d5-f2ba6533a0ef"  
[X Link](https://x.com/AdrianKowollik/status/2018953019728285866)  2026-02-04T07:41Z [----] followers, [---] engagements


"#Genomtec $GMT Dzisiejszy news odbieram pozytywnie Pytanie kiedy kolejna emisja bdzie potrzebna. Ewidentnie poprzednie kwartay to bya jaka katastrofa komunikacyjna. Czy rola doradcy IR nie jest szkolenie zarzdu w tych kwestiach https://biznes.pap.pl/wiadomosci/gry-i-technologie/genomtec-przygotowuje-sie-do-testow-swojej-technologii-w-azji-w-ramach https://biznes.pap.pl/wiadomosci/gry-i-technologie/genomtec-przygotowuje-sie-do-testow-swojej-technologii-w-azji-w-ramach"  
[X Link](https://x.com/AdrianKowollik/status/2021864183080661422)  2026-02-12T08:29Z [----] followers, [---] engagements


"Is #Passus $PAS an acquisition target for #AssecoPoland $ACP @asseco_pl The company would fit into ACP's #cybersecurity strategy"  
[X Link](https://x.com/AdrianKowollik/status/1776242919311106123)  2024-04-05T13:38Z [----] followers, [----] engagements


"#Passus $PAS #ITsecurity #NPM #APM #Poland Neg. OCF of PLN -9.4m in [----] (2022: PLN 28.2m) and weak profitability. Business is very seasonal (all depends on Q4) and project-based"  
[X Link](https://x.com/AdrianKowollik/status/1780505484115485126)  2024-04-17T07:56Z [----] followers, [----] engagements


"#Zalando $ZAL +4.4% yesterday after latest #Germany #inflation data came in below expectations (2.2% vs. 2.3% 2.4% before)"  
[X Link](https://x.com/AdrianKowollik/status/1808018109875257707)  2024-07-02T06:01Z [----] followers, [---] engagements


"#Zalando $ZAL From a broker report: "Solid 1Q24 results: GMV and sales met expectations but adj. EBIT improved yoy and was better than feared FY24E guidance confirmed" #Wikifolio #ECommerce #Germany"  
[X Link](https://x.com/AdrianKowollik/status/1820681025942384842)  2024-08-06T04:39Z [----] followers, [---] engagements

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