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# ![@Investiri Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1448900256335372288.png) @Investiri Investire

Investire posts on X about $chemm, strong, $pme, growth the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1448900256335372288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1448900256335372288/c:line/m:interactions.svg)

- [--] Week [-----] +98%
- [--] Month [------] +290%
- [--] Months [------] +103%
- [--] Year [------] +96%

### Mentions: [--] [#](/creator/twitter::1448900256335372288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1448900256335372288/c:line/m:posts_active.svg)

- [--] Week [--] -38%
- [--] Month [--] +81%
- [--] Months [---] +56%
- [--] Year [---] +233%

### Followers: [---] [#](/creator/twitter::1448900256335372288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1448900256335372288/c:line/m:followers.svg)

- [--] Week [---] +1.60%
- [--] Month [---] +1.90%
- [--] Months [---] +16%
- [--] Year [---] +27%

### CreatorRank: [-------] [#](/creator/twitter::1448900256335372288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1448900256335372288/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  30.97% [currencies](/list/currencies)  13.27% [stocks](/list/stocks)  12.39% [technology brands](/list/technology-brands)  4.42% [countries](/list/countries)  2.65% [social networks](/list/social-networks)  0.88% [products](/list/products)  0.88%

**Social topic influence**
[$chemm](/topic/$chemm) #1, [strong](/topic/strong) 18.58%, [$pme](/topic/$pme) #2, [growth](/topic/growth) 14.16%, [pro](/topic/pro) 10.62%, [milk](/topic/milk) 9.73%, [business](/topic/business) 8.85%, [execution](/topic/execution) 7.96%, [cash flow](/topic/cash-flow) #311, [flow](/topic/flow) 6.19%

**Top accounts mentioned or mentioned by**
[@kaspikz](/creator/undefined) [@returnoncap](/creator/undefined) [@fiscalai](/creator/undefined) [@jrogrow](/creator/undefined) [@investingvisual](/creator/undefined) [@fluentinquality](/creator/undefined) [@grok](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@longequity](/creator/undefined)

**Top assets mentioned**
[Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [D-MARKET Electronic Services & Trading (HEPS)](/topic/$heps) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Factset Research Systems, Inc. (FDS)](/topic/$fds)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$KSPI .@Kaspi_kz the gold standard of convenience and innovation in Kazakhstan Trkiye and Central Asia Kaspi Alaqan is an innovative payment service developed by https://t.co/EphTZxj4tw team in Kazakhstan. All you need to pay for a purchase is to show your palm to the terminal. First Kaspi Alaqan terminals will be deployed in Almaty this year and [----] will see them all across https://t.co/PRxv8j4KWX Kaspi Alaqan is an innovative payment service developed by https://t.co/EphTZxj4tw team in Kazakhstan. All you need to pay for a purchase is to show your palm to the terminal. First Kaspi Alaqan"  
[X Link](https://x.com/Investiri/status/1998626764499857797)  2025-12-10T05:32Z [---] followers, [---] engagements


"$KSPI πŸ›πŸ’³πŸ“² .@Kaspi_kz executing on its network effect Based in Kazakhstan is a digital leader transforming the way people live their lives with innovative world-class mobile products and services. $KSPI http://Kaspi.kz With Third-Party Ads merchants on Kaspi Market can promote their goods online and boost sales. Millions of prospects across Kazakhstan will see these ads on such popular platforms as Instagram Facebook Google and TikTok. When a customer clicks on your ad the product card https://t.co/vIYsFPaLBU http://Kaspi.kz With Third-Party Ads merchants on Kaspi Market can promote their"  
[X Link](https://x.com/Investiri/status/1998630646499963111)  2025-12-10T05:47Z [---] followers, [---] engagements


"I first read this masterclass on ROIC by .@JRogrow in [----]. I still return to it today. If you value business quality and capital efficiency this is essential reading. Source: The Motley Fool https://share.google/w0hgKl1yJM99ImFg6 https://share.google/w0hgKl1yJM99ImFg6"  
[X Link](https://x.com/Investiri/status/2018392012307705943)  2026-02-02T18:32Z [---] followers, [---] engagements


"ALPHA (bet) Inc. πŸ˜‰ $GOOG $GOOGL Google $GOOGL owned Waymo just posted this: "Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger." https://t.co/gjvhSasrTU Google $GOOGL owned Waymo just posted this: "Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger." https://t.co/gjvhSasrTU"  
[X Link](https://x.com/Investiri/status/2019506599539417540)  2026-02-05T20:21Z [---] followers, [---] engagements


"ALPHA (bet) Inc. Ultra Long $GOOG $GOOGL Google's Cloud Backlog is booming. Up 161% YoY. $GOOG $GOOGL https://t.co/XWLsfjYDrw Google's Cloud Backlog is booming. Up 161% YoY. $GOOG $GOOGL https://t.co/XWLsfjYDrw"  
[X Link](https://x.com/Investiri/status/2019509811885535483)  2026-02-05T20:33Z [---] followers, [---] engagements


"@InvestingVisual ALPHA (bet) Inc. πŸ˜‰ $GOOG $GOOGL"  
[X Link](https://x.com/Investiri/status/2019513111246508525)  2026-02-05T20:47Z [---] followers, [---] engagements


"@FluentInQuality ALPHA (bet) Inc. πŸ˜‰ $GOOG $GOOGL"  
[X Link](https://x.com/Investiri/status/2019625595110584787)  2026-02-06T04:13Z [---] followers, [--] engagements


"Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans and ultrasounds $PME"  
[X Link](https://x.com/Investiri/status/2021667501655159018)  2026-02-11T19:27Z [---] followers, [--] engagements


"$CHEMM revenue break down $CHEMM 2023/24 DKK 407.4M N America (US & Can): 239.4M Europe: 131M RoW: 37M -- Instruments: 117M Consumables: 192.4M Servs: 94M Other: 4M -- LCB Mkt: 371M Prod & Qlty Ctrl Animal Semen: 31.4M Prod Ctrl Beer Qlty Ctrl Milk: 5M -- Recurring: 285.9M (est.) Non-recurring: 121.5M https://t.co/S63aiY1Lpi $CHEMM 2023/24 DKK 407.4M N America (US & Can): 239.4M Europe: 131M RoW: 37M -- Instruments: 117M Consumables: 192.4M Servs: 94M Other: 4M -- LCB Mkt: 371M Prod & Qlty Ctrl Animal Semen: 31.4M Prod Ctrl Beer Qlty Ctrl Milk: 5M -- Recurring: 285.9M (est.) Non-recurring:"  
[X Link](https://x.com/Investiri/status/1955651268137173251)  2025-08-13T15:22Z [---] followers, [---] engagements


"$CHEMM - Technology that counts ChemoMetec A/S is a company that makes special equipment that counts and analyzes cells and a wide range of other measurements 10Yr CAGR -Revenue 24.6% -FCF 37.4% 10Yr Median Returns - ROIC 27.0% 10Yr Median Margins - GP 89.9% - FCF 25.6% $CHEMM revenue break down https://t.co/hwuip8DGLf $CHEMM revenue break down https://t.co/hwuip8DGLf"  
[X Link](https://x.com/Investiri/status/1956586930943967741)  2025-08-16T05:20Z [---] followers, [---] engagements


"$CHEMM ChemoMetec's gross margins remain above 90% but operating and free cash flow margins tell the real story. Since peaking in [----] & [----] respectively; both have slipped though they have rebounded recently. Margin trends matter. $CHEMM - Technology that counts ChemoMetec A/S is a company that makes special equipment that counts and analyzes cells and a wide range of other measurements 10Yr CAGR -Revenue 24.6% -FCF 37.4% 10Yr Median Returns - ROIC 27.0% 10Yr Median Margins - GP 89.9% - FCF 25.6% https://t.co/a8kTN0FHae $CHEMM - Technology that counts ChemoMetec A/S is a company that makes"  
[X Link](https://x.com/Investiri/status/1956600562486554945)  2025-08-16T06:15Z [---] followers, [---] engagements


"$CHEMM ChemoMetec shows strong capital efficiency over the past [--] years. ROIC and ROCE peaked in [----] but declined thereafter. Recent signs suggest stabilization but future value depends on smart growth margin recovery & smart capital allocation. Watching for sustained upturn. $CHEMM is up 2779% all time & 30% in [--] years but has not been smooth. Since its Sep [----] peak the stock endured a -76% drop (Sep '21Oct '23: DKK [----] 262.40) and 91% gain (Oct '23Aug [--] '23: DKK [-----] to 501.00). Sentiments cycles can be brutal.& lucrative. https://t.co/Rn7VruZEpi $CHEMM is up 2779% all time & 30% in 5"  
[X Link](https://x.com/Investiri/status/1957086782282948802)  2025-08-17T14:27Z [---] followers, [---] engagements


"$CHEMM ChemoMetec A/S thesis in one chart: [--]. Growth: Rev +115% (CAGR: 18.5%) [--]. Profitability fortress: FCF margin 23% (CAGR: 5%) [--]. Financial resilience: FCF/share +156% (CAGR: 23.1%) [--]. Efficiency: but ROIC slipped from a high 78% to 41% efficiency is moderating #MedTech $CHEMM Over the past decade $CHEMM has compounded revenue at 24% net income at 37% and FCF/share at 46%. Strong profitablity & cash flow outpacing topline growth shows operational efficiency + scalability. #pricingpower #cashflowgeneration https://t.co/X6cu2gdo2u $CHEMM Over the past decade $CHEMM has compounded revenue at"  
[X Link](https://x.com/Investiri/status/1959595992170254671)  2025-08-24T12:37Z [---] followers, [---] engagements


"$CHEMM FCF up 164% since [----] (CAGR 24%) despite margin volatility (27-34%). FCF/share +155% (CAGR 23%) underscoring strong cash generation per share #cellcounting #lifesciences #biotech $CHEMM ChemoMetec A/S thesis in one chart: [--]. Growth: Rev +115% (CAGR: 18.5%) [--]. Profitability fortress: FCF margin 23% (CAGR: 5%) [--]. Financial resilience: FCF/share +156% (CAGR: 23.1%) [--]. Efficiency: but ROIC slipped from a high 78% to 41% efficiency is moderating #MedTech https://t.co/5vjNiF5JRz $CHEMM ChemoMetec A/S thesis in one chart: [--]. Growth: Rev +115% (CAGR: 18.5%) [--]. Profitability fortress: FCF"  
[X Link](https://x.com/Investiri/status/1959600664046190941)  2025-08-24T12:56Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM FCF/share up 23% CAGR since [----] with yield to 1.7%. Market is pricing in sustained high growth. If management delivers on innovation and scalability the premium may be justified but execution is key. #cellcounting #lifesciences #biotech $CHEMM FCF up 164% since [----] (CAGR 24%) despite margin volatility (27-34%). FCF/share +155% (CAGR 23%) underscoring strong cash generation per share #cellcounting #lifesciences #biotech https://t.co/W1rTDv2Blp $CHEMM FCF up 164% since [----] (CAGR 24%) despite margin volatility (27-34%). FCF/share +155% (CAGR 23%) underscoring strong cash"  
[X Link](https://x.com/Investiri/status/1961154900324487255)  2025-08-28T19:52Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM has compounded FCF at 24% & FCF/share at 23% since [----]. Despite short-term swings the long-term trend appears intact strong cash generation per share continues to scale with the business underscoring durable fundamentals & shareholder value creation ChemoMetec A/S $CHEMM FCF/share up 23% CAGR since [----] with yield to 1.7%. Market is pricing in sustained high growth. If management delivers on innovation and scalability the premium may be justified but execution is key. #cellcounting #lifesciences #biotech https://t.co/9l3MWUohdv ChemoMetec A/S $CHEMM FCF/share up 23%"  
[X Link](https://x.com/Investiri/status/1961785075567054941)  2025-08-30T13:36Z [---] followers, [---] engagements


"$CHEMM has grown FCF/share 155% since [----] (23% CAGR) while diluted shares rose just 3%. With minimal dilution nearly all growth accrues to shareholders. A classic case of disciplined capital structure enhancing per-share value creation. #lifesciences #cellcounting #biotech ChemoMetec A/S $CHEMM has compounded FCF at 24% & FCF/share at 23% since [----]. Despite short-term swings the long-term trend appears intact strong cash generation per share continues to scale with the business underscoring durable fundamentals & shareholder value creation https://t.co/WQI746cB7Q ChemoMetec A/S $CHEMM has"  
[X Link](https://x.com/Investiri/status/1962141896546869503)  2025-08-31T13:14Z [---] followers, [---] engagements


"$CHEMM has grown its EPS at a 25% CAGR since [----] nearly tripling in [--] years & currently trades at 44x EV/EBIT near its cheapest range in years (35-45x). A reminder that even great businesses must balance compounding power with valuation discipline. An opportunity or warning ChemoMetec AS $CHEMM at a glance: 10-yr revenue CAGR 25% FCF CAGR 37% Gross Margins at 90% ROIC consistently above 20% since [----] With high ROC & disciplined growth this is the profile of a business built for compounding if execution stays intact Source: https://t.co/TeSSGYr4CA https://t.co/RxCbcjN116 ChemoMetec AS $CHEMM"  
[X Link](https://x.com/Investiri/status/1964649023916446003)  2025-09-07T11:16Z [---] followers, [---] engagements


"$CHEMM thesis in a nutshell: [--] charts ChemoMetec A/S is a Danish #lifesciences medical device company specializing in the development manufacture and sale of automated cell counters and analysis equipment. #cellcounting #healthcare #biotech $CHEMM has grown its EPS at a 25% CAGR since [----] nearly tripling in [--] years & currently trades at 44x EV/EBIT near its cheapest range in years (35-45x). A reminder that even great businesses must balance compounding power with valuation discipline. An opportunity or warning https://t.co/JwwFgsntAu $CHEMM has grown its EPS at a 25% CAGR since [----] nearly"  
[X Link](https://x.com/Investiri/status/1965059271407882603)  2025-09-08T14:26Z [---] followers, [---] engagements


"2 interesting tidbits while researching $CHEMM - the name ChemoMetec is derived from "chemical measurement technology" - $CHEMM's first-ever commercial product in the late 1990s was a milk cell counter launched through an est. relationship w/Tetra Laval (thru its sub DeLaval) $CHEMM thesis in a nutshell: [--] charts ChemoMetec A/S is a Danish #lifesciences medical device company specializing in the development manufacture and sale of automated cell counters and analysis equipment. #cellcounting #healthcare #biotech https://t.co/KwLWe4SaKO $CHEMM thesis in a nutshell: [--] charts ChemoMetec A/S is a"  
[X Link](https://x.com/Investiri/status/1965400263227048186)  2025-09-09T13:01Z [---] followers, [---] engagements


"ChemoMetec A/S - From milk cell counting to life science applications $CHEMM 2024/25 Earnings Report πŸ“† REV: $495.57M (+21.7% YoY) FCF: $177.58M (+64% YoY) FCFps: $10.21(+65% YoY) EPS: $10.71(+37% YoY) Full Year [----] Guidance πŸ‘‡πŸ½ #lifesciences #cellcounting #biotech #healthcare T-minus 1: #cellcounting countdown to $CHEMM earnings report Thursday 9/11 and Conference call on Friday 9/12. ChemoMetec A/S is a Danish #lifescience company that develops manufactures and sells equipment for cell counting and analysis. #biotech #healthcare #medtech T-minus 1: #cellcounting countdown to $CHEMM"  
[X Link](https://x.com/Investiri/status/1966214690528272769)  2025-09-11T18:58Z [---] followers, [---] engagements


"ChemoMetec delivered a robust bounce-back in both top & bottom line performance for fiscal [----] with healthy double-digit revenue EBITDA & net income growth. $CHEMM stock up today 12.5% following its results released yesterday 9/11 ChemoMetec A/S - From milk cell counting to life science applications $CHEMM 2024/25 Earnings Report πŸ“† REV: $495.57M (+21.7% YoY) FCF: $177.58M (+64% YoY) FCFps: $10.21(+65% YoY) EPS: $10.71(+37% YoY) Full Year [----] Guidance πŸ‘‡πŸ½ #lifesciences #cellcounting #biotech #healthcare https://t.co/BXhOlzGh6t ChemoMetec A/S - From milk cell counting to life science"  
[X Link](https://x.com/Investiri/status/1966538412208378046)  2025-09-12T16:24Z [---] followers, [---] engagements


"$CHEMM long thesis From milk #cellcounting to advanced cell analysis ChemoMetec A/S is a #lifescience tools company which makes cell counters and analysis equipment for pharma #biotech academic & research institutions and the food/agricultural sectorπŸ”¬ #healthcare 1/3"  
[X Link](https://x.com/Investiri/status/1966886053887046039)  2025-09-13T15:25Z [---] followers, [---] engagements


"ChemoMetec has long integrated software with its instruments but is now pivoting toward software + automation that could mark an inflection point for $CHEMM This shift moves it beyond its traditional "razor-and-blade" model toward a more holistic software-driven ecosystem. πŸ‘‡ ChemoMetec A/S $CHEMMπŸ”¬ Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotechπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ https://t.co/KX9k3FWSTx ChemoMetec A/S $CHEMMπŸ”¬ Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotechπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ https://t.co/KX9k3FWSTx"  
[X Link](https://x.com/Investiri/status/1972234553948553704)  2025-09-28T09:38Z [---] followers, [---] engagements


"$KSPI digital leader with innovative world-class solutions $KSPI http://Kaspi.kz https://t.co/EphTZxiwDY has launched a new convenient service Kaspi Restaurants. Now you dont need to wait for a payment terminal to settle your bill. Simply open the https://t.co/EphTZxiwDY super app scan the QR code on your table pay for your order and if you wish https://t.co/DMwHiikQgz http://Kaspi.kz https://t.co/EphTZxiwDY has launched a new convenient service Kaspi Restaurants. Now you dont need to wait for a payment terminal to settle your bill. Simply open the https://t.co/EphTZxiwDY super app scan the"  
[X Link](https://x.com/Investiri/status/1998844965049569776)  2025-12-10T19:59Z [---] followers, [---] engagements


"$KSPI AO JSC πŸ›πŸ’³πŸ“² @Kaspi_kz has completed a capital increase TRY 4.17B ($100M USD) into $HEPS to actively scale the business. This capital supports $HEPS growth enhance digital services and empower Turkish SMEs https://www.hurriyetdailynews.com/kaspi-completes-capital-increase-at-hepsiburada-216870 http://Kaspi.kz https://www.hurriyetdailynews.com/kaspi-completes-capital-increase-at-hepsiburada-216870 http://Kaspi.kz"  
[X Link](https://x.com/Investiri/status/2002185140554936820)  2025-12-20T01:11Z [---] followers, [----] engagements


"For what it is worth and just for the fun of it. Hey .@grok generate my X wrapped for 2025"  
[X Link](https://x.com/Investiri/status/2006771480525484254)  2026-01-01T16:56Z [---] followers, [---] engagements


"A positive catalyst for $KSPI .@Kaspi_kz πŸ€” $KSPI AO JSC πŸ›πŸ’³πŸ“² $KSPI http://Kaspi.kz Fitch Ratings upgrades Turkeys rating outlook to positive citing lower inflation and strong foreign-currency reserves https://t.co/qUFMPG0aJA http://Kaspi.kz Fitch Ratings upgrades Turkeys rating outlook to positive citing lower inflation and strong foreign-currency reserves https://t.co/qUFMPG0aJA"  
[X Link](https://x.com/Investiri/status/2015169045973127630)  2026-01-24T21:05Z [---] followers, [---] engagements


"United Therapeutics Corporation: At A Glance Primer: United Therapeutics Corporation is a U. S. based biotechnology company that makes life saving medicines for rare diseases $UTHR - U(nder) TH(e) R(adar) - doing "great work saving lives" $UTHR"  
[X Link](https://x.com/Investiri/status/2017722318127030508)  2026-01-31T22:11Z [---] followers, [---] engagements


"Extracts: Q4 [----] Investor Commentaries $FICO $FDS $UTHR"  
[X Link](https://x.com/Investiri/status/2017778373213176177)  2026-02-01T01:53Z [---] followers, [----] engagements


"United Therapeutics CorporationπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Primer: United Therapeutics Corporation is a biotechnology company focused on the development and commercialization of innovative products to address the unmet needs of patients with chronic and life-threatening conditions $UTHR United Therapeutics Corporation: At A Glance Primer: United Therapeutics Corporation is a U. S. based biotechnology company that makes life saving medicines for rare diseases $UTHR - U(nder) TH(e) R(adar) - doing "great work saving lives" $UTHR https://t.co/mcLHozFmzq United Therapeutics Corporation: At A Glance Primer: United"  
[X Link](https://x.com/Investiri/status/2017828115154632929)  2026-02-01T05:11Z [---] followers, [---] engagements


"United Therapeutics Corporation Tearsheet Market Cap: $20.2B 10Yr CAGR Revenue 8%+ FCF 13% 10Yr Median Returns ROIC 27% ROCE 21% Up 7500%+ since its IPO in [----] (CAGR: 18%) Low leverage High margins FCF Yield 5% $UTHR United Therapeutics CorporationπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Primer: United Therapeutics Corporation is a biotechnology company focused on the development and commercialization of innovative products to address the unmet needs of patients with chronic and life-threatening conditions $UTHR https://t.co/taU4PBtgaM United Therapeutics CorporationπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Primer: United Therapeutics Corporation is a"  
[X Link](https://x.com/Investiri/status/2018101582772981823)  2026-02-01T23:18Z [---] followers, [---] engagements


"United Therapeutics Corporation A $10000 investment in $UTHR If you had invested $10000 into $UTHR over the past 5Y 10Y or 24Y and held up to today you would currently have $28K $38K or $741K+ respectively $UTHR πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ United Therapeutics Corporation Tearsheet Market Cap: $20.2B 10Yr CAGR Revenue 8%+ FCF 13% 10Yr Median Returns ROIC 27% ROCE 21% Up 7500%+ since its IPO in [----] (CAGR: 18%) Low leverage High margins FCF Yield 5% $UTHR https://t.co/O8UF1BA4UX United Therapeutics Corporation Tearsheet Market Cap: $20.2B 10Yr CAGR Revenue 8%+ FCF 13% 10Yr Median Returns ROIC 27% ROCE 21% Up"  
[X Link](https://x.com/Investiri/status/2018140699904864680)  2026-02-02T01:53Z [---] followers, [---] engagements


"@returnoncap "Lemmings sell while smart money holds"  
[X Link](https://x.com/Investiri/status/2021321985607782522)  2026-02-10T20:34Z [---] followers, [---] engagements


"@DimitryNakhla @returnoncap Lemmings sell while smart money holds"  
[X Link](https://x.com/Investiri/status/2021322235374354528)  2026-02-10T20:35Z [---] followers, [--] engagements


"7/ Growth Strategy Growth is fueled by upselling existing clients and entering new geographies. By leveraging R&D to launch modules in cardiology pathology and other "ologies" PME is effectively doubling its total addressable market and increasing revenue per scan $PME 🩻"  
[X Link](https://x.com/Investiri/status/2022709381612310646)  2026-02-14T16:27Z [---] followers, [--] engagements


"@DrewCohenMoney Pro Medicus Limited ASX: PME OTCMKTS: PMCUF"  
[X Link](https://x.com/Investiri/status/2019518785112453421)  2026-02-05T21:09Z [---] followers, [---] engagements


"Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans MRIs and ultrasounds $PME πŸ©»πŸ§‘βš•"  
[X Link](https://x.com/Investiri/status/2021652297844195458)  2026-02-11T18:27Z [---] followers, [---] engagements


"ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's earnings are driven by a cycle of instrument placement & recurring consumption (razor-and-blade). As of late [----] the co. maintains a 93.9% GPM & 55% EBITDA margin illustrating extraordinary pricing power & operational efficiency $CHEMM ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's ecosystem ensures a predictable stream of high-margin consumable sales that can last for decades. More than 70% of revenue generated from sales of consumables and services in 2024/25. #lifescience #cellcounting $CHEMM https://t.co/IJz5X9KUy4 ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's"  
[X Link](https://x.com/Investiri/status/2006230747456168001)  2025-12-31T05:07Z [---] followers, [----] engagements


"Pro Medicus Limited Interim Results $PME Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans MRIs and ultrasounds $PME πŸ©»πŸ§‘βš• https://t.co/o53ijwr1Uy Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans MRIs and ultrasounds $PME πŸ©»πŸ§‘βš• https://t.co/o53ijwr1Uy"  
[X Link](https://x.com/Investiri/status/2021743891242713526)  2026-02-12T00:31Z [---] followers, [---] engagements


"Pro Medicus Limited Interim Results Revenue $124.8m up 28.4% PBT $90.7m up 29.7% NPAT $171.2m up 230.9% EBIT margins increase to 73% (HY25: 72%) Cash and other financial assets $221.8m up 5.3% Company remains debt-free Fully franked interim dividend 32c per share $PME Pro Medicus Limited Interim Results $PME https://t.co/BuK4Tim8qH Pro Medicus Limited Interim Results $PME https://t.co/BuK4Tim8qH"  
[X Link](https://x.com/Investiri/status/2021745700992618912)  2026-02-12T00:38Z [---] followers, [---] engagements


"Pro Medicus Limited FY26 Half Year results $PME Pro Medicus Limited Interim Results Revenue $124.8m up 28.4% PBT $90.7m up 29.7% NPAT $171.2m up 230.9% EBIT margins increase to 73% (HY25: 72%) Cash and other financial assets $221.8m up 5.3% Company remains debt-free Fully franked interim dividend 32c per share $PME Pro Medicus Limited Interim Results Revenue $124.8m up 28.4% PBT $90.7m up 29.7% NPAT $171.2m up 230.9% EBIT margins increase to 73% (HY25: 72%) Cash and other financial assets $221.8m up 5.3% Company remains debt-free Fully franked interim dividend 32c per share $PME"  
[X Link](https://x.com/Investiri/status/2021751858386063823)  2026-02-12T01:03Z [---] followers, [---] engagements


"Pro Medicus Limited Fears AI will take over.Dr Sam Hupert in a recent interview spoke about the threat of AI on the company's business $PME Pro Medicus Limited What about the AI threat $PME https://t.co/TtCPWbFBq7 Pro Medicus Limited What about the AI threat $PME https://t.co/TtCPWbFBq7"  
[X Link](https://x.com/Investiri/status/2021778889421598880)  2026-02-12T02:50Z [---] followers, [---] engagements


"Pro Medicus Limited 🩻 Business Performance Analysis H1 [----] $PME Source: @fiscal_ai Pro Medicus Limited Fears AI will take over.Dr Sam Hupert in a recent interview spoke about the threat of AI on the company's business $PME https://t.co/UOE9D290qM Pro Medicus Limited Fears AI will take over.Dr Sam Hupert in a recent interview spoke about the threat of AI on the company's business $PME https://t.co/UOE9D290qM"  
[X Link](https://x.com/Investiri/status/2021807732890665368)  2026-02-12T04:45Z [---] followers, [---] engagements


"ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Interim Report 2025/26 Q2 H1 $CHEMM ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's earnings are driven by a cycle of instrument placement & recurring consumption (razor-and-blade). As of late [----] the co. maintains a 93.9% GPM & 55% EBITDA margin illustrating extraordinary pricing power & operational efficiency $CHEMM https://t.co/hOULj06MIE ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's earnings are driven by a cycle of instrument placement & recurring consumption (razor-and-blade). As of late [----] the co. maintains a 93.9% GPM & 55% EBITDA margin illustrating extraordinary pricing"  
[X Link](https://x.com/Investiri/status/2019478642812743981)  2026-02-05T18:30Z [---] followers, [---] engagements


"Pro Medicus Limited What about the AI threat $PME Pro Medicus Limited FY26 Half Year results $PME https://t.co/Hp4TTgU5uM Pro Medicus Limited FY26 Half Year results $PME https://t.co/Hp4TTgU5uM"  
[X Link](https://x.com/Investiri/status/2021773619240579459)  2026-02-12T02:29Z [---] followers, [---] engagements


""Quality investing is comparative." FinX-ers if you're not paying attention to these quality investing ideas from @long_equity you're doing it wrong πŸ˜‰ Attaching a snippet that is similar from a previous post on his "In Search of" series for finding the best companies Analysing a companys annual report doesnt tell you whether its a quality company. Analysing a companys annual reports and then comparing it to all the alternatives does. Thats why I built Long Equity. Analysing a companys annual report doesnt tell you whether its a quality company. Analysing a companys annual reports and then"  
[X Link](https://x.com/Investiri/status/2021927283468972499)  2026-02-12T12:40Z [---] followers, [----] engagements


"Pro Medicus Limited 🩻 H1 [----] Earnings Transcript Overview $PME 🩻 Pro Medicus Limited 🩻 Business Performance Analysis H1 [----] $PME Source: @fiscal_ai https://t.co/UiVaezRIIc Pro Medicus Limited 🩻 Business Performance Analysis H1 [----] $PME Source: @fiscal_ai https://t.co/UiVaezRIIc"  
[X Link](https://x.com/Investiri/status/2022533431842721855)  2026-02-14T04:48Z [---] followers, [---] engagements


"Free Cash Flow drives shareholder value Pro Medicus Limited $PME 🩻 FCF Margin: 52.1% FCF ROC: 35% FCFps 10Y CAGR: 39% FCF Conversion: 127% (median) FCF 10Y CAGR: 40% FCF Yield: 1.2% NTM $PME 🩻 Pro Medicus Limited 🩻 H1 [----] Earnings Transcript Overview $PME 🩻 https://t.co/SaFiSHHktG Pro Medicus Limited 🩻 H1 [----] Earnings Transcript Overview $PME 🩻 https://t.co/SaFiSHHktG"  
[X Link](https://x.com/Investiri/status/2022539483845919073)  2026-02-14T05:12Z [---] followers, [---] engagements


"Pro Medicus Limited $PME 🩻 Watchlisted Any interest Any allocators here $PME is a quality business that is still priced for flawless execution $PME 🩻 Free Cash Flow drives shareholder value Pro Medicus Limited $PME 🩻 FCF Margin: 52.1% FCF ROC: 35% FCFps 10Y CAGR: 39% FCF Conversion: 127% (median) FCF 10Y CAGR: 40% FCF Yield: 1.2% NTM $PME 🩻 https://t.co/mQARljXJnr Free Cash Flow drives shareholder value Pro Medicus Limited $PME 🩻 FCF Margin: 52.1% FCF ROC: 35% FCFps 10Y CAGR: 39% FCF Conversion: 127% (median) FCF 10Y CAGR: 40% FCF Yield: 1.2% NTM $PME 🩻 https://t.co/mQARljXJnr"  
[X Link](https://x.com/Investiri/status/2022657501657800904)  2026-02-14T13:01Z [---] followers, [--] engagements


"Pro Medicus Limited $PME 🩻 🧡 1/ Company Overview $PME 🩻"  
[X Link](https://x.com/Investiri/status/2022709353879396520)  2026-02-14T16:27Z [---] followers, [--] engagements


"2/ Financial Highlights H1 [----] saw revenue up 28.4% to $124.8M and margins reaching 72.6%. This indicates the scalability of PMEs debt-free balance sheet software-only model and its ability to convert top-line growth into FCF returns $PME 🩻"  
[X Link](https://x.com/Investiri/status/2022709357884940631)  2026-02-14T16:27Z [---] followers, [--] engagements


"8/ Platform Architecture The Visage [--] Streaming Platform remains the key solution. It allows instant viewing of massive datasets a technical lead that legacy incumbents have struggled to replicate for over a decade $PME 🩻"  
[X Link](https://x.com/Investiri/status/2022709386255188319)  2026-02-14T16:27Z [---] followers, [--] engagements


"9/ AI Commercialization PME seeks to be the "ecosystem" charging per-click or per-study fees for both proprietary and third-party algorithms. This turns AI from a threat into a high-margin transaction-based recurring revenue stream $PME 🩻"  
[X Link](https://x.com/Investiri/status/2022709390084600083)  2026-02-14T16:27Z [---] followers, [--] engagements


"10/ Innovation: Spatial Computing Visage Ease VP for Apple Vision Pro showcases R&D leadership. Pioneering spatial computing in radiology redefines the physician workspace and reinforces PME's brand as the most advanced provider in health tech $PME 🩻"  
[X Link](https://x.com/Investiri/status/2022709394882830398)  2026-02-14T16:27Z [---] followers, [--] engagements


"11/11 Key Takeaways PME enters H2 [----] with an unparalleled pipeline and a 100% renewal rate. The focus remains on rapid implementation and cloud superiority to maintain its position as the margin leader in health informatics $PME 🩻"  
[X Link](https://x.com/Investiri/status/2022709399362453524)  2026-02-14T16:27Z [---] followers, [--] engagements


"ChemoMetec AS $CHEMM at a glance: 10-yr revenue CAGR 25% FCF CAGR 37% Gross Margins at 90% ROIC consistently above 20% since [----] With high ROC & disciplined growth this is the profile of a business built for compounding if execution stays intact Source: http://quickfs.net http://quickfs.net"  
[X Link](https://x.com/Investiri/status/1964300071333228791)  2025-09-06T12:10Z [---] followers, [---] engagements


"$CHEMM has grown its EPS at a 25% CAGR since [----] nearly tripling in [--] years & currently trades at 44x EV/EBIT near its cheapest range in years (35-45x). A reminder that even great businesses must balance compounding power with valuation discipline. An opportunity or warning"  
[X Link](https://x.com/Investiri/status/1964649086336081984)  2025-09-07T11:16Z [---] followers, [---] engagements


"$CHEMM thesis in a nutshell: [--] charts ChemoMetec A/S is a Danish #lifesciences medical device company specializing in the development manufacture and sale of automated cell counters and analysis equipment. #cellcounting #healthcare #biotech"  
[X Link](https://x.com/Investiri/status/1965059550928842924)  2025-09-08T14:28Z [---] followers, [---] engagements


"2 interesting tidbits while researching $CHEMM - the name ChemoMetec is derived from "chemical measurement technology" - $CHEMM's first-ever commercial product in the late 1990s was a milk cell counter launched through an est. relationship w/Tetra Laval (thru its sub DeLaval)"  
[X Link](https://x.com/Investiri/status/1965400366952129007)  2025-09-09T13:02Z [---] followers, [---] engagements


"T-minus 1: #cellcounting countdown to $CHEMM earnings report Thursday 9/11 and Conference call on Friday 9/12. ChemoMetec A/S is a Danish #lifescience company that develops manufactures and sells equipment for cell counting and analysis. #biotech #healthcare #medtech [--] interesting tidbits while researching $CHEMM - the name ChemoMetec is derived from "chemical measurement technology" - $CHEMM's first-ever commercial product in the late 1990s was a milk cell counter launched through an est. relationship w/Tetra Laval (thru its sub DeLaval) [--] interesting tidbits while researching $CHEMM - the"  
[X Link](https://x.com/Investiri/status/1965753654205690295)  2025-09-10T12:26Z [---] followers, [---] engagements


"T-minus 1: #cellcounting countdown to $CHEMM earnings report Thursday 9/11 and Conference call on Friday 9/12. ChemoMetec A/S is a Danish #lifescience company that develops manufactures and sells equipment for cell counting and analysis. #biotech #healthcare #medtech"  
[X Link](https://x.com/Investiri/status/1965753745888997675)  2025-09-10T12:26Z [---] followers, [---] engagements


"ChemoMetec A/S - From milk cell counting to life science applications $CHEMM 2024/25 Earnings Report πŸ“† REV: $495.57M (+21.7% YoY) FCF: $177.58M (+64% YoY) FCFps: $10.21(+65% YoY) EPS: $10.71(+37% YoY) Full Year [----] Guidance πŸ‘‡πŸ½ #lifesciences #cellcounting #biotech #healthcare"  
[X Link](https://x.com/Investiri/status/1966214938101252154)  2025-09-11T18:59Z [---] followers, [---] engagements


"ChemoMetec delivered a robust bounce-back in both top & bottom line performance for fiscal [----] with healthy double-digit revenue EBITDA & net income growth. $CHEMM stock up today 12.5% following its results released yesterday 9/11"  
[X Link](https://x.com/Investiri/status/1966538552994386244)  2025-09-12T16:25Z [---] followers, [---] engagements


"Balance Sheet at a glance June 2025: $CHEMM DKK (where applicable) Assets: 828.05M Liabilities: 154.69M Equity: 673.35M Cash & Investments: 341.85M Non-curr Liab: 7.69M (lease & provisions) ROTA: 37.3% CAPEX/OCF: [----] Fixed Asset Turnover: 4.8x EBIT / Interest Expense: [----] ChemoMetec delivered a robust bounce-back in both top & bottom line performance for fiscal [----] with healthy double-digit revenue EBITDA & net income growth. $CHEMM stock up today 12.5% following its results released yesterday 9/11 https://t.co/Fl7KGc4ofm ChemoMetec delivered a robust bounce-back in both top & bottom line"  
[X Link](https://x.com/Investiri/status/1966664675908591721)  2025-09-13T00:46Z [---] followers, [---] engagements


"Balance Sheet at a glance June 2025: $CHEMM DKK (where applicable) Assets: 828.05M Liabilities: 154.69M Equity: 673.35M Cash & Investments: 341.85M Non-curr Liab: 7.69M (lease & provisions) ROTA: 37.3% CAPEX/OCF: [----] Fixed Asset Turnover: 4.8x EBIT / Interest Expense: 98.5"  
[X Link](https://x.com/Investiri/status/1966664785291870697)  2025-09-13T00:46Z [---] followers, [---] engagements


"$CHEMM long thesis From milk #cellcounting to advanced cell analysis ChemoMetec A/S is a #lifescience tools company which makes cell counters and analysis equipment for pharma #biotech academic & research institutions and the food/agricultural sectorπŸ”¬ #healthcare 1/3 Balance Sheet at a glance June 2025: $CHEMM DKK (where applicable) Assets: 828.05M Liabilities: 154.69M Equity: 673.35M Cash & Investments: 341.85M Non-curr Liab: 7.69M (lease & provisions) ROTA: 37.3% CAPEX/OCF: [----] Fixed Asset Turnover: 4.8x EBIT / Interest Expense: [----] Balance Sheet at a glance June 2025: $CHEMM DKK (where"  
[X Link](https://x.com/Investiri/status/1966885116258775430)  2025-09-13T15:22Z [---] followers, [---] engagements


"$CHEMM hit a 52-week high of [------] DKK today following its FY24/25 results (9/11) and earnings call (9/12). On the Sept122025 earnings call Martin ChemoMetec CEO confirmed the company's strategic shift:"We're basically going from being a cell counter company to a solution-based company including software." This underscores the company's commitment to innovation & long-term growth On the Sept122025 earnings call Martin ChemoMetec CEO confirmed the company's strategic shift:"We're basically going from being a cell counter company to a solution-based company including software." This"  
[X Link](https://x.com/Investiri/status/1967718787328905370)  2025-09-15T22:34Z [---] followers, [---] engagements


"Short Thesis $CHEMM from milk #cellcounting to advanced cell analysis ChemoMetec A/S is a #lifescience tools company which makes cell counters and analysis equipment for pharma #biotech academic & research institutions and the food/agricultural sectorπŸ”¬ #healthcare 1/8 $CHEMM hit a 52-week high of [------] DKK today following its FY24/25 results (9/11) and earnings call (9/12). $CHEMM hit a 52-week high of [------] DKK today following its FY24/25 results (9/11) and earnings call (9/12)"  
[X Link](https://x.com/Investiri/status/1968291512577597691)  2025-09-17T12:30Z [---] followers, [---] engagements


"Short Thesis $CHEMM from milk #cellcounting to advanced cell analysis ChemoMetec A/S is a #lifescience tools company which makes cell counters and analysis equipment for pharma #biotech academic & research institutions and the food/agricultural sectorπŸ”¬ #healthcare 1/8"  
[X Link](https://x.com/Investiri/status/1968293921014055336)  2025-09-17T12:40Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMMπŸ”¬ Industry: Healthcare Sector: Life Sciences Tools & Services Sub-sector: Cell Counting & Analysis Forecasts: 10.21% CAGR to reach mkt size USD300B by [----] Overview: $CHEMM is a #lifesciences company specializing in #cellcounting & analysis equipment ChemoMetec A/S $CHEMMπŸ”¬ Boring until you see: the 21.02% CAGR returns since IPO 10-Year CAGR Revenue 19.25% Op. Profit 31% FCF 45% FCFps 43% 10-Year Median Returns ROIC 29.0% 10-Year Median Margins Gross Profit 90% Op. Profit 33% FCF 27% #lifescience #cellcounting ChemoMetec A/S $CHEMMπŸ”¬ Boring until you see: the 21.02% CAGR"  
[X Link](https://x.com/Investiri/status/1969731023408669146)  2025-09-21T11:50Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMMπŸ”¬ Industry: Healthcare Sector: Life Sciences Tools & Services Sub-sector: Cell Counting & Analysis Forecasts: 10.21% CAGR to reach mkt size USD300B by [----] Overview: $CHEMM is a #lifesciences company specializing in #cellcounting & analysis equipment"  
[X Link](https://x.com/Investiri/status/1969731144347222232)  2025-09-21T11:51Z [---] followers, [---] engagements


"ChemoMetec has long integrated software with its instruments but is now pivoting toward software + automation that could mark an inflection point for $CHEMM This shift moves it beyond its traditional "razor-and-blade" model toward a more holistic software-driven ecosystem. πŸ‘‡"  
[X Link](https://x.com/Investiri/status/1972234683451847147)  2025-09-28T09:39Z [---] followers, [---] engagements


"In life the little things matter. In investing small caps can too. A small-cap with big numbers. ChemoMetec A/S $CHEMM (DKK 10.95B US$ 1.72B Mkt Cap) πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ FY25 EBITDA Margin = 52.1% FY25 EBITDA Growth = 39% FY25 EV/EBITDA = 40x #cellcounting #lifescience ChemoMetec A/S $CHEMMπŸ”¬ Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotechπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ https://t.co/KX9k3FWSTx ChemoMetec A/S $CHEMMπŸ”¬ Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotechπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ https://t.co/KX9k3FWSTx"  
[X Link](https://x.com/Investiri/status/1973362543596060700)  2025-10-01T12:21Z [---] followers, [---] engagements


"In life the little things matter. In investing small caps can too. A small-cap with big numbers. ChemoMetec A/S $CHEMM (DKK 10.95B US$ 1.72B Mkt Cap) πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ FY25 EBITDA Margin = 52.1% FY25 EBITDA Growth = 39% FY25 EV/EBITDA = 40x #cellcounting #lifescience"  
[X Link](https://x.com/Investiri/status/1973362769287389455)  2025-10-01T12:22Z [---] followers, [---] engagements


"$CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ From specialized hardware to a solutions provider ChemoMetec is strategically evolving its high-margin "razor-and-blade" model to higher-margin software & automation solutions to capture new recurring revenue streams with its XcytoMatic platform #cellcounting"  
[X Link](https://x.com/Investiri/status/1974782145039351997)  2025-10-05T10:22Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick summary notes #lifescience #cellcounting #healthcare #biotech $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ From specialized hardware to a solutions provider ChemoMetec is strategically evolving its high-margin "razor-and-blade" model to higher-margin software & automation solutions to capture new recurring revenue streams with its XcytoMatic platform #cellcounting https://t.co/8qzWSykblV $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ From specialized hardware to a solutions provider ChemoMetec is strategically evolving its high-margin "razor-and-blade" model to higher-margin software & automation solutions to"  
[X Link](https://x.com/Investiri/status/1975788869934326060)  2025-10-08T05:02Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick summary notes #lifescience #cellcounting #healthcare #biotech"  
[X Link](https://x.com/Investiri/status/1975789030273912946)  2025-10-08T05:03Z [---] followers, [---] engagements


"Market Update - share buyback ChemoMetec A/S $CHEMM ChemoMetec A/S announces a share repurchase program approved by shareholders in the Annual General Meeting held today - October [--] [----]. Per the approval the company is authorized to repurchase up to 10% of its own shares. ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick summary notes #lifescience #cellcounting #healthcare #biotech https://t.co/Ju4sN6CmwK ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick summary notes #lifescience #cellcounting #healthcare #biotech https://t.co/Ju4sN6CmwK"  
[X Link](https://x.com/Investiri/status/1976387761277141465)  2025-10-09T20:42Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM combines consumables recurring revenue sticky workflows and emerging software optionality. If management executes the model can evolve into a platform with expanding margins strong cash flow & long-term defensibility #cellcounting Market Update - share buyback ChemoMetec A/S $CHEMM ChemoMetec A/S announces a share repurchase program approved by shareholders in the Annual General Meeting held today - October [--] [----]. Per the approval the company is authorized to repurchase up to 10% of its own shares. Market Update - share buyback ChemoMetec A/S $CHEMM"  
[X Link](https://x.com/Investiri/status/1977373221340013017)  2025-10-12T13:58Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM combines consumables recurring revenue sticky workflows and emerging software optionality. If management executes the model can evolve into a platform with expanding margins strong cash flow & long-term defensibility #cellcounting"  
[X Link](https://x.com/Investiri/status/1977373299723104508)  2025-10-12T13:58Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM quietly compounds. A decade of expanding margins strong cash conversion & disciplined execution has turned niche cell counting into a durable cash busns. W/software + automation ChemoMetec may be building medtech's next quiet powerhouse ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM combines consumables recurring revenue sticky workflows and emerging software optionality. If management executes the model can evolve into a platform with expanding margins strong cash flow & long-term defensibility #cellcounting https://t.co/L30jAAzxZQ ChemoMetec A/S $CHEMM"  
[X Link](https://x.com/Investiri/status/1978421534629757108)  2025-10-15T11:23Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM quietly compounds. A decade of expanding margins strong cash conversion & disciplined execution has turned niche cell counting into a durable cash busns. W/software + automation ChemoMetec may be building medtech's next quiet powerhouse"  
[X Link](https://x.com/Investiri/status/1978421662774173738)  2025-10-15T11:24Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ On October [--] [----] UCL ACBE UK announced that it had expanded its analytical capabilities with the installation of the ChemoMetec XM40 an automated cell density and viability analyzer. #cellcounting #lifescience #healthcare #biotech ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM quietly compounds. A decade of expanding margins strong cash conversion & disciplined execution has turned niche cell counting into a durable cash busns. W/software + automation ChemoMetec may be building medtech's next quiet powerhouse https://t.co/lCt4TIHLjd ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬"  
[X Link](https://x.com/Investiri/status/1978642304987549979)  2025-10-16T02:01Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ On October [--] [----] UCL ACBE UK announced that it had expanded its analytical capabilities with the installation of the ChemoMetec XM40 an automated cell density and viability analyzer. #cellcounting #lifescience #healthcare #biotech"  
[X Link](https://x.com/Investiri/status/1978642531362406537)  2025-10-16T02:01Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ The top [--] strategic priorities that may represent an inflection point for the co. are centered on evolving from a cell counter supplier to a comprehensive solutions provider in high-growth CGT & bioprocessing markets #cellcounting #lifescience ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ On October [--] [----] UCL ACBE UK announced that it had expanded its analytical capabilities with the installation of the ChemoMetec XM40 an automated cell density and viability analyzer. #cellcounting #lifescience #healthcare #biotech https://t.co/JuPmBB8sCn ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬"  
[X Link](https://x.com/Investiri/status/1980988403375342063)  2025-10-22T13:23Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ The top [--] strategic priorities that may represent an inflection point for the co. are centered on evolving from a cell counter supplier to a comprehensive solutions provider in high-growth CGT & bioprocessing markets #cellcounting #lifescience"  
[X Link](https://x.com/Investiri/status/1980988561680920881)  2025-10-22T13:24Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ #cellcounting #lifescience"  
[X Link](https://x.com/Investiri/status/1983168874972631166)  2025-10-28T13:47Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ By carefully considering these potential blind spots investors can better assess the full range of risks and opportunities associated with ChemoMetec's ambitious growth strategy #cellcounting #lifescience ChemoMetec A/S has updated its earnings guidance for the 2025/26 FY expecting higher revenue & EBITDA due to strong interest in its technology particularly the XcytoMatic platform. Separately Danske Bank has reiterated a "buy" rating for the stock & raised its TP to [---] DKK ChemoMetec A/S has updated its earnings guidance for the 2025/26 FY expecting higher"  
[X Link](https://x.com/Investiri/status/1984643098828214779)  2025-11-01T15:26Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience"  
[X Link](https://x.com/Investiri/status/1986476845554913764)  2025-11-06T16:52Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Inside Alert: Management is buying $CHEMM key execs show confidence post-Q1 earnings. - CEO bought [----] @ DKK [---] avg. - CFO bought [---] @ DKK [---] avg. Total DKK 1.25M investment by leadership. Strong vote of confidence from leadership. ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience https://t.co/CYVRRLbSD7 ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience https://t.co/CYVRRLbSD7"  
[X Link](https://x.com/Investiri/status/1986819390046622118)  2025-11-07T15:33Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Inside Alert: Management is buying $CHEMM key execs show confidence post-Q1 earnings. - CEO bought [----] @ DKK [---] avg. - CFO bought [---] @ DKK [---] avg. Total DKK 1.25M investment by leadership. Strong vote of confidence from leadership"  
[X Link](https://x.com/Investiri/status/1986819671413166387)  2025-11-07T15:34Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ πŸͺ‘ 1/ $CHEMM Q1 FY25/26: Revenue +8% YoY to DKK 125m EBITDA margin up to 55%. Despite beating forecasts stock fell 4% during the day. Strong core execution but market seems wary of near-term growth visibility ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Inside Alert: Management is buying $CHEMM key execs show confidence post-Q1 earnings. - CEO bought [----] @ DKK [---] avg. - CFO bought [---] @ DKK [---] avg. Total DKK 1.25M investment by leadership. Strong vote of confidence from leadership. ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Inside Alert: Management is buying $CHEMM key execs"  
[X Link](https://x.com/Investiri/status/1986920571624440244)  2025-11-07T22:15Z [---] followers, [---] engagements


"9/ Cannibalisation risk: Customers may replace multiple NC units with fewer XM instruments. Net effects on consumables and service income still unproven"  
[X Link](https://x.com/Investiri/status/1986920613731090651)  2025-11-07T22:16Z [---] followers, [--] engagements


"10/10 Summary: $CHEMM is evolving from precision hardware to an automation & software platform with hardware. Margins strong the strategy is bold but the transition must prove durable recurring and cash-generative"  
[X Link](https://x.com/Investiri/status/1986920617040363962)  2025-11-07T22:16Z [---] followers, [---] engagements


"Per MGI "New bio-frontiers" (Industrial & Consumers Biotech Obesity Drugs) are key emerging arenas. Could this secular tailwind provide a significant positive read-through for $CHEMM long-term growth πŸ€” #cellcounting #biotech #lifescience Across two decades [--] arenas such as software and consumer electronics tripled their share of total market cap. Now we identify [--] new arenas that could reshape competition once again from AI and robotics to biotech and cybersecurity. Explore more https://t.co/aSyrBzKe6q https://t.co/ZNZwLWFXlB Across two decades [--] arenas such as software and consumer"  
[X Link](https://x.com/Investiri/status/1995681582972371365)  2025-12-02T02:29Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ By carefully considering these potential blind spots investors can better assess the full range of risks & opportunities associated with ChemoMetec's ambitious growth strategy of shift to software automation + h/ware #cellcounting #lifescience"  
[X Link](https://x.com/Investiri/status/1984644655947137540)  2025-11-01T15:32Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ By carefully considering these potential blind spots investors can better assess the full range of risks and opportunities associated with ChemoMetec's ambitious growth strategy #cellcounting #lifescience https://t.co/F81hjStHla ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ By carefully considering these potential blind spots investors can better assess the full range of risks and opportunities associated with ChemoMetec's ambitious growth strategy #cellcounting"  
[X Link](https://x.com/Investiri/status/1985937789943169372)  2025-11-05T05:10Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting"  
[X Link](https://x.com/Investiri/status/1985937928799846501)  2025-11-05T05:11Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ T+1: earnings incoming on November [--] [----] for $CHEMM ChemoMetec A/S is a leading manufacturer of cell counting and analysis equipment worldwide #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting https://t.co/BkGXKhFr4k ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting https://t.co/BkGXKhFr4k"  
[X Link](https://x.com/Investiri/status/1986083505890120158)  2025-11-05T14:49Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ T+1: earnings incoming on November [--] [----] for $CHEMM ChemoMetec A/S is a leading manufacturer of cell counting and analysis equipment worldwide #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ T+1: earnings incoming on November [--] [----] for $CHEMM ChemoMetec A/S is a leading manufacturer of cell counting and analysis equipment worldwide #lifescience #cellcounting"  
[X Link](https://x.com/Investiri/status/1986476344692121999)  2025-11-06T16:50Z [---] followers, [---] engagements


"4/ Service and consumables grew (4% & 12% respectively) confirming stickiness of recurring revenue. About half of installed instruments on service plans strong retention base"  
[X Link](https://x.com/Investiri/status/1986920596114977122)  2025-11-07T22:15Z [---] followers, [--] engagements


"5/ Management reaffirmed a long-term shift toward software and automation. XM Octopus platform and Sample Management System could evolve $CHEMM into a high-margin software-driven model"  
[X Link](https://x.com/Investiri/status/1986920599701053928)  2025-11-07T22:16Z [---] followers, [--] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 showed 8% Rev & 11% EBITDA growth with margins rising to 55%. Strength in consumables (+12%) & Europe (+18%) offsets flat RoW. XM platform traction signals a shift toward automation & software recurring revenue key to future growth ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ πŸͺ‘ 1/ $CHEMM Q1 FY25/26: Revenue +8% YoY to DKK 125m EBITDA margin up to 55%. Despite beating forecasts stock fell 4% during the day. Strong core execution but market seems wary of near-term growth visibility ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ πŸͺ‘ 1/ $CHEMM Q1 FY25/26: Revenue +8% YoY to DKK"  
[X Link](https://x.com/Investiri/status/1987592465776328739)  2025-11-09T18:45Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 showed 8% Rev & 11% EBITDA growth with margins rising to 55%. Strength in consumables (+12%) & Europe (+18%) offsets flat RoW. XM platform traction signals a shift toward automation & software recurring revenue key to future growth"  
[X Link](https://x.com/Investiri/status/1987592584638652670)  2025-11-09T18:46Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Beyond the numbers. #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 showed 8% Rev & 11% EBITDA growth with margins rising to 55%. Strength in consumables (+12%) & Europe (+18%) offsets flat RoW. XM platform traction signals a shift toward automation & software recurring revenue key to future growth https://t.co/DCtNNn3MWX ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 showed 8% Rev & 11% EBITDA growth with margins rising to 55%. Strength in consumables (+12%) & Europe (+18%) offsets flat RoW. XM platform traction signals a shift toward"  
[X Link](https://x.com/Investiri/status/1988640259718984158)  2025-11-12T16:09Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Beyond the numbers. #lifescience #cellcounting"  
[X Link](https://x.com/Investiri/status/1988640426690068787)  2025-11-12T16:09Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 2025/26 Review a quick one-pager #lifescience #cellcounting #healthcare ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Beyond the numbers. #lifescience #cellcounting https://t.co/LxzI1U9lih ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Beyond the numbers. #lifescience #cellcounting https://t.co/LxzI1U9lih"  
[X Link](https://x.com/Investiri/status/1989766086389371115)  2025-11-15T18:42Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM stands out for strong recurring revenue high margin strengths but investors should watch execution risk as the company pivots to software and meaningful upside in automation and CGT. SWOT below πŸ‘‡ #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 2025/26 Review a quick one-pager #lifescience #cellcounting #healthcare https://t.co/uRS4foAegW ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 2025/26 Review a quick one-pager #lifescience #cellcounting #healthcare https://t.co/uRS4foAegW"  
[X Link](https://x.com/Investiri/status/1991066609411105091)  2025-11-19T08:50Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's journey shows a steady shift from reliable cell counters to a full automation and software driven platform positioning the company for long term growth in bioprocessing and cell therapy #cellcounting #lifescience ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM stands out for strong recurring revenue high margin strengths but investors should watch execution risk as the company pivots to software and meaningful upside in automation and CGT. SWOT below πŸ‘‡ #lifescience #cellcounting https://t.co/5W3yuNWgfd ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM stands out"  
[X Link](https://x.com/Investiri/status/1993646970288943119)  2025-11-26T11:44Z [---] followers, [---] engagements


"Could $CHEMM be the picks-and-shovels play for the bio-engineering gold rush πŸ€” Its core products are essential tools used throughout the bio-engineering / biomedical research & biomanufacturing lifecycle particularly Life Science Research Cell & Gene Therapy & Bioprocessing Where will the next wave of global growth come from We identify [--] industries from AI to obesity drugs that could generate $2948 trillion in annual revenue by [----]. These πŸ”Ÿ charts visualize the next big arenas of competition: https://t.co/zEPVG3lTQG https://t.co/LiXEUaeF9S Where will the next wave of global growth come"  
[X Link](https://x.com/Investiri/status/1995707550126211532)  2025-12-02T04:12Z [---] followers, [---] engagements


"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Always analyze the margins i.e. what is the incremental change. Focus on the trajectory consistent incremental gains; that's where alpha lies. #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's journey shows a steady shift from reliable cell counters to a full automation and software driven platform positioning the company for long term growth in bioprocessing and cell therapy #cellcounting #lifescience https://t.co/9PeBjBtinc ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's journey shows a steady shift from reliable cell counters to a full"  
[X Link](https://x.com/Investiri/status/1996083796727202127)  2025-12-03T05:07Z [---] followers, [---] engagements


"ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's ecosystem ensures a predictable stream of high-margin consumable sales that can last for decades. More than 70% of revenue generated from sales of consumables and services in 2024/25. #lifescience #cellcounting $CHEMM ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ #healthcare #lifescience #cellcounting $CHEMM https://t.co/isRmVlONlG ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ #healthcare #lifescience #cellcounting $CHEMM https://t.co/isRmVlONlG"  
[X Link](https://x.com/Investiri/status/2003947397811261532)  2025-12-24T21:54Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Investiri Avatar @Investiri Investire

Investire posts on X about $chemm, strong, $pme, growth the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

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Mentions Line Chart

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Followers: [---] #

Followers Line Chart

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CreatorRank Line Chart

Social Influence

Social category influence finance 30.97% currencies 13.27% stocks 12.39% technology brands 4.42% countries 2.65% social networks 0.88% products 0.88%

Social topic influence $chemm #1, strong 18.58%, $pme #2, growth 14.16%, pro 10.62%, milk 9.73%, business 8.85%, execution 7.96%, cash flow #311, flow 6.19%

Top accounts mentioned or mentioned by @kaspikz @returnoncap @fiscalai @jrogrow @investingvisual @fluentinquality @grok @dimitrynakhla @drewcohenmoney @longequity

Top assets mentioned Kaspi.kz Joint Stock Company (KSPI) Alphabet Inc Class A (GOOGL) United Therapeutics, Corp. (UTHR) D-MARKET Electronic Services & Trading (HEPS) Fair Isaac, Corp. (FICO) Factset Research Systems, Inc. (FDS)

Top Social Posts

Top posts by engagements in the last [--] hours

"$KSPI .@Kaspi_kz the gold standard of convenience and innovation in Kazakhstan Trkiye and Central Asia Kaspi Alaqan is an innovative payment service developed by https://t.co/EphTZxj4tw team in Kazakhstan. All you need to pay for a purchase is to show your palm to the terminal. First Kaspi Alaqan terminals will be deployed in Almaty this year and [----] will see them all across https://t.co/PRxv8j4KWX Kaspi Alaqan is an innovative payment service developed by https://t.co/EphTZxj4tw team in Kazakhstan. All you need to pay for a purchase is to show your palm to the terminal. First Kaspi Alaqan"
X Link 2025-12-10T05:32Z [---] followers, [---] engagements

"$KSPI πŸ›πŸ’³πŸ“² .@Kaspi_kz executing on its network effect Based in Kazakhstan is a digital leader transforming the way people live their lives with innovative world-class mobile products and services. $KSPI http://Kaspi.kz With Third-Party Ads merchants on Kaspi Market can promote their goods online and boost sales. Millions of prospects across Kazakhstan will see these ads on such popular platforms as Instagram Facebook Google and TikTok. When a customer clicks on your ad the product card https://t.co/vIYsFPaLBU http://Kaspi.kz With Third-Party Ads merchants on Kaspi Market can promote their"
X Link 2025-12-10T05:47Z [---] followers, [---] engagements

"I first read this masterclass on ROIC by .@JRogrow in [----]. I still return to it today. If you value business quality and capital efficiency this is essential reading. Source: The Motley Fool https://share.google/w0hgKl1yJM99ImFg6 https://share.google/w0hgKl1yJM99ImFg6"
X Link 2026-02-02T18:32Z [---] followers, [---] engagements

"ALPHA (bet) Inc. πŸ˜‰ $GOOG $GOOGL Google $GOOGL owned Waymo just posted this: "Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger." https://t.co/gjvhSasrTU Google $GOOGL owned Waymo just posted this: "Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger." https://t.co/gjvhSasrTU"
X Link 2026-02-05T20:21Z [---] followers, [---] engagements

"ALPHA (bet) Inc. Ultra Long $GOOG $GOOGL Google's Cloud Backlog is booming. Up 161% YoY. $GOOG $GOOGL https://t.co/XWLsfjYDrw Google's Cloud Backlog is booming. Up 161% YoY. $GOOG $GOOGL https://t.co/XWLsfjYDrw"
X Link 2026-02-05T20:33Z [---] followers, [---] engagements

"@InvestingVisual ALPHA (bet) Inc. πŸ˜‰ $GOOG $GOOGL"
X Link 2026-02-05T20:47Z [---] followers, [---] engagements

"@FluentInQuality ALPHA (bet) Inc. πŸ˜‰ $GOOG $GOOGL"
X Link 2026-02-06T04:13Z [---] followers, [--] engagements

"Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans and ultrasounds $PME"
X Link 2026-02-11T19:27Z [---] followers, [--] engagements

"$CHEMM revenue break down $CHEMM 2023/24 DKK 407.4M N America (US & Can): 239.4M Europe: 131M RoW: 37M -- Instruments: 117M Consumables: 192.4M Servs: 94M Other: 4M -- LCB Mkt: 371M Prod & Qlty Ctrl Animal Semen: 31.4M Prod Ctrl Beer Qlty Ctrl Milk: 5M -- Recurring: 285.9M (est.) Non-recurring: 121.5M https://t.co/S63aiY1Lpi $CHEMM 2023/24 DKK 407.4M N America (US & Can): 239.4M Europe: 131M RoW: 37M -- Instruments: 117M Consumables: 192.4M Servs: 94M Other: 4M -- LCB Mkt: 371M Prod & Qlty Ctrl Animal Semen: 31.4M Prod Ctrl Beer Qlty Ctrl Milk: 5M -- Recurring: 285.9M (est.) Non-recurring:"
X Link 2025-08-13T15:22Z [---] followers, [---] engagements

"$CHEMM - Technology that counts ChemoMetec A/S is a company that makes special equipment that counts and analyzes cells and a wide range of other measurements 10Yr CAGR -Revenue 24.6% -FCF 37.4% 10Yr Median Returns - ROIC 27.0% 10Yr Median Margins - GP 89.9% - FCF 25.6% $CHEMM revenue break down https://t.co/hwuip8DGLf $CHEMM revenue break down https://t.co/hwuip8DGLf"
X Link 2025-08-16T05:20Z [---] followers, [---] engagements

"$CHEMM ChemoMetec's gross margins remain above 90% but operating and free cash flow margins tell the real story. Since peaking in [----] & [----] respectively; both have slipped though they have rebounded recently. Margin trends matter. $CHEMM - Technology that counts ChemoMetec A/S is a company that makes special equipment that counts and analyzes cells and a wide range of other measurements 10Yr CAGR -Revenue 24.6% -FCF 37.4% 10Yr Median Returns - ROIC 27.0% 10Yr Median Margins - GP 89.9% - FCF 25.6% https://t.co/a8kTN0FHae $CHEMM - Technology that counts ChemoMetec A/S is a company that makes"
X Link 2025-08-16T06:15Z [---] followers, [---] engagements

"$CHEMM ChemoMetec shows strong capital efficiency over the past [--] years. ROIC and ROCE peaked in [----] but declined thereafter. Recent signs suggest stabilization but future value depends on smart growth margin recovery & smart capital allocation. Watching for sustained upturn. $CHEMM is up 2779% all time & 30% in [--] years but has not been smooth. Since its Sep [----] peak the stock endured a -76% drop (Sep '21Oct '23: DKK [----] 262.40) and 91% gain (Oct '23Aug [--] '23: DKK [-----] to 501.00). Sentiments cycles can be brutal.& lucrative. https://t.co/Rn7VruZEpi $CHEMM is up 2779% all time & 30% in 5"
X Link 2025-08-17T14:27Z [---] followers, [---] engagements

"$CHEMM ChemoMetec A/S thesis in one chart: [--]. Growth: Rev +115% (CAGR: 18.5%) [--]. Profitability fortress: FCF margin 23% (CAGR: 5%) [--]. Financial resilience: FCF/share +156% (CAGR: 23.1%) [--]. Efficiency: but ROIC slipped from a high 78% to 41% efficiency is moderating #MedTech $CHEMM Over the past decade $CHEMM has compounded revenue at 24% net income at 37% and FCF/share at 46%. Strong profitablity & cash flow outpacing topline growth shows operational efficiency + scalability. #pricingpower #cashflowgeneration https://t.co/X6cu2gdo2u $CHEMM Over the past decade $CHEMM has compounded revenue at"
X Link 2025-08-24T12:37Z [---] followers, [---] engagements

"$CHEMM FCF up 164% since [----] (CAGR 24%) despite margin volatility (27-34%). FCF/share +155% (CAGR 23%) underscoring strong cash generation per share #cellcounting #lifesciences #biotech $CHEMM ChemoMetec A/S thesis in one chart: [--]. Growth: Rev +115% (CAGR: 18.5%) [--]. Profitability fortress: FCF margin 23% (CAGR: 5%) [--]. Financial resilience: FCF/share +156% (CAGR: 23.1%) [--]. Efficiency: but ROIC slipped from a high 78% to 41% efficiency is moderating #MedTech https://t.co/5vjNiF5JRz $CHEMM ChemoMetec A/S thesis in one chart: [--]. Growth: Rev +115% (CAGR: 18.5%) [--]. Profitability fortress: FCF"
X Link 2025-08-24T12:56Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM FCF/share up 23% CAGR since [----] with yield to 1.7%. Market is pricing in sustained high growth. If management delivers on innovation and scalability the premium may be justified but execution is key. #cellcounting #lifesciences #biotech $CHEMM FCF up 164% since [----] (CAGR 24%) despite margin volatility (27-34%). FCF/share +155% (CAGR 23%) underscoring strong cash generation per share #cellcounting #lifesciences #biotech https://t.co/W1rTDv2Blp $CHEMM FCF up 164% since [----] (CAGR 24%) despite margin volatility (27-34%). FCF/share +155% (CAGR 23%) underscoring strong cash"
X Link 2025-08-28T19:52Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM has compounded FCF at 24% & FCF/share at 23% since [----]. Despite short-term swings the long-term trend appears intact strong cash generation per share continues to scale with the business underscoring durable fundamentals & shareholder value creation ChemoMetec A/S $CHEMM FCF/share up 23% CAGR since [----] with yield to 1.7%. Market is pricing in sustained high growth. If management delivers on innovation and scalability the premium may be justified but execution is key. #cellcounting #lifesciences #biotech https://t.co/9l3MWUohdv ChemoMetec A/S $CHEMM FCF/share up 23%"
X Link 2025-08-30T13:36Z [---] followers, [---] engagements

"$CHEMM has grown FCF/share 155% since [----] (23% CAGR) while diluted shares rose just 3%. With minimal dilution nearly all growth accrues to shareholders. A classic case of disciplined capital structure enhancing per-share value creation. #lifesciences #cellcounting #biotech ChemoMetec A/S $CHEMM has compounded FCF at 24% & FCF/share at 23% since [----]. Despite short-term swings the long-term trend appears intact strong cash generation per share continues to scale with the business underscoring durable fundamentals & shareholder value creation https://t.co/WQI746cB7Q ChemoMetec A/S $CHEMM has"
X Link 2025-08-31T13:14Z [---] followers, [---] engagements

"$CHEMM has grown its EPS at a 25% CAGR since [----] nearly tripling in [--] years & currently trades at 44x EV/EBIT near its cheapest range in years (35-45x). A reminder that even great businesses must balance compounding power with valuation discipline. An opportunity or warning ChemoMetec AS $CHEMM at a glance: 10-yr revenue CAGR 25% FCF CAGR 37% Gross Margins at 90% ROIC consistently above 20% since [----] With high ROC & disciplined growth this is the profile of a business built for compounding if execution stays intact Source: https://t.co/TeSSGYr4CA https://t.co/RxCbcjN116 ChemoMetec AS $CHEMM"
X Link 2025-09-07T11:16Z [---] followers, [---] engagements

"$CHEMM thesis in a nutshell: [--] charts ChemoMetec A/S is a Danish #lifesciences medical device company specializing in the development manufacture and sale of automated cell counters and analysis equipment. #cellcounting #healthcare #biotech $CHEMM has grown its EPS at a 25% CAGR since [----] nearly tripling in [--] years & currently trades at 44x EV/EBIT near its cheapest range in years (35-45x). A reminder that even great businesses must balance compounding power with valuation discipline. An opportunity or warning https://t.co/JwwFgsntAu $CHEMM has grown its EPS at a 25% CAGR since [----] nearly"
X Link 2025-09-08T14:26Z [---] followers, [---] engagements

"2 interesting tidbits while researching $CHEMM - the name ChemoMetec is derived from "chemical measurement technology" - $CHEMM's first-ever commercial product in the late 1990s was a milk cell counter launched through an est. relationship w/Tetra Laval (thru its sub DeLaval) $CHEMM thesis in a nutshell: [--] charts ChemoMetec A/S is a Danish #lifesciences medical device company specializing in the development manufacture and sale of automated cell counters and analysis equipment. #cellcounting #healthcare #biotech https://t.co/KwLWe4SaKO $CHEMM thesis in a nutshell: [--] charts ChemoMetec A/S is a"
X Link 2025-09-09T13:01Z [---] followers, [---] engagements

"ChemoMetec A/S - From milk cell counting to life science applications $CHEMM 2024/25 Earnings Report πŸ“† REV: $495.57M (+21.7% YoY) FCF: $177.58M (+64% YoY) FCFps: $10.21(+65% YoY) EPS: $10.71(+37% YoY) Full Year [----] Guidance πŸ‘‡πŸ½ #lifesciences #cellcounting #biotech #healthcare T-minus 1: #cellcounting countdown to $CHEMM earnings report Thursday 9/11 and Conference call on Friday 9/12. ChemoMetec A/S is a Danish #lifescience company that develops manufactures and sells equipment for cell counting and analysis. #biotech #healthcare #medtech T-minus 1: #cellcounting countdown to $CHEMM"
X Link 2025-09-11T18:58Z [---] followers, [---] engagements

"ChemoMetec delivered a robust bounce-back in both top & bottom line performance for fiscal [----] with healthy double-digit revenue EBITDA & net income growth. $CHEMM stock up today 12.5% following its results released yesterday 9/11 ChemoMetec A/S - From milk cell counting to life science applications $CHEMM 2024/25 Earnings Report πŸ“† REV: $495.57M (+21.7% YoY) FCF: $177.58M (+64% YoY) FCFps: $10.21(+65% YoY) EPS: $10.71(+37% YoY) Full Year [----] Guidance πŸ‘‡πŸ½ #lifesciences #cellcounting #biotech #healthcare https://t.co/BXhOlzGh6t ChemoMetec A/S - From milk cell counting to life science"
X Link 2025-09-12T16:24Z [---] followers, [---] engagements

"$CHEMM long thesis From milk #cellcounting to advanced cell analysis ChemoMetec A/S is a #lifescience tools company which makes cell counters and analysis equipment for pharma #biotech academic & research institutions and the food/agricultural sectorπŸ”¬ #healthcare 1/3"
X Link 2025-09-13T15:25Z [---] followers, [---] engagements

"ChemoMetec has long integrated software with its instruments but is now pivoting toward software + automation that could mark an inflection point for $CHEMM This shift moves it beyond its traditional "razor-and-blade" model toward a more holistic software-driven ecosystem. πŸ‘‡ ChemoMetec A/S $CHEMMπŸ”¬ Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotechπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ https://t.co/KX9k3FWSTx ChemoMetec A/S $CHEMMπŸ”¬ Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotechπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ https://t.co/KX9k3FWSTx"
X Link 2025-09-28T09:38Z [---] followers, [---] engagements

"$KSPI digital leader with innovative world-class solutions $KSPI http://Kaspi.kz https://t.co/EphTZxiwDY has launched a new convenient service Kaspi Restaurants. Now you dont need to wait for a payment terminal to settle your bill. Simply open the https://t.co/EphTZxiwDY super app scan the QR code on your table pay for your order and if you wish https://t.co/DMwHiikQgz http://Kaspi.kz https://t.co/EphTZxiwDY has launched a new convenient service Kaspi Restaurants. Now you dont need to wait for a payment terminal to settle your bill. Simply open the https://t.co/EphTZxiwDY super app scan the"
X Link 2025-12-10T19:59Z [---] followers, [---] engagements

"$KSPI AO JSC πŸ›πŸ’³πŸ“² @Kaspi_kz has completed a capital increase TRY 4.17B ($100M USD) into $HEPS to actively scale the business. This capital supports $HEPS growth enhance digital services and empower Turkish SMEs https://www.hurriyetdailynews.com/kaspi-completes-capital-increase-at-hepsiburada-216870 http://Kaspi.kz https://www.hurriyetdailynews.com/kaspi-completes-capital-increase-at-hepsiburada-216870 http://Kaspi.kz"
X Link 2025-12-20T01:11Z [---] followers, [----] engagements

"For what it is worth and just for the fun of it. Hey .@grok generate my X wrapped for 2025"
X Link 2026-01-01T16:56Z [---] followers, [---] engagements

"A positive catalyst for $KSPI .@Kaspi_kz πŸ€” $KSPI AO JSC πŸ›πŸ’³πŸ“² $KSPI http://Kaspi.kz Fitch Ratings upgrades Turkeys rating outlook to positive citing lower inflation and strong foreign-currency reserves https://t.co/qUFMPG0aJA http://Kaspi.kz Fitch Ratings upgrades Turkeys rating outlook to positive citing lower inflation and strong foreign-currency reserves https://t.co/qUFMPG0aJA"
X Link 2026-01-24T21:05Z [---] followers, [---] engagements

"United Therapeutics Corporation: At A Glance Primer: United Therapeutics Corporation is a U. S. based biotechnology company that makes life saving medicines for rare diseases $UTHR - U(nder) TH(e) R(adar) - doing "great work saving lives" $UTHR"
X Link 2026-01-31T22:11Z [---] followers, [---] engagements

"Extracts: Q4 [----] Investor Commentaries $FICO $FDS $UTHR"
X Link 2026-02-01T01:53Z [---] followers, [----] engagements

"United Therapeutics CorporationπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Primer: United Therapeutics Corporation is a biotechnology company focused on the development and commercialization of innovative products to address the unmet needs of patients with chronic and life-threatening conditions $UTHR United Therapeutics Corporation: At A Glance Primer: United Therapeutics Corporation is a U. S. based biotechnology company that makes life saving medicines for rare diseases $UTHR - U(nder) TH(e) R(adar) - doing "great work saving lives" $UTHR https://t.co/mcLHozFmzq United Therapeutics Corporation: At A Glance Primer: United"
X Link 2026-02-01T05:11Z [---] followers, [---] engagements

"United Therapeutics Corporation Tearsheet Market Cap: $20.2B 10Yr CAGR Revenue 8%+ FCF 13% 10Yr Median Returns ROIC 27% ROCE 21% Up 7500%+ since its IPO in [----] (CAGR: 18%) Low leverage High margins FCF Yield 5% $UTHR United Therapeutics CorporationπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Primer: United Therapeutics Corporation is a biotechnology company focused on the development and commercialization of innovative products to address the unmet needs of patients with chronic and life-threatening conditions $UTHR https://t.co/taU4PBtgaM United Therapeutics CorporationπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Primer: United Therapeutics Corporation is a"
X Link 2026-02-01T23:18Z [---] followers, [---] engagements

"United Therapeutics Corporation A $10000 investment in $UTHR If you had invested $10000 into $UTHR over the past 5Y 10Y or 24Y and held up to today you would currently have $28K $38K or $741K+ respectively $UTHR πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ United Therapeutics Corporation Tearsheet Market Cap: $20.2B 10Yr CAGR Revenue 8%+ FCF 13% 10Yr Median Returns ROIC 27% ROCE 21% Up 7500%+ since its IPO in [----] (CAGR: 18%) Low leverage High margins FCF Yield 5% $UTHR https://t.co/O8UF1BA4UX United Therapeutics Corporation Tearsheet Market Cap: $20.2B 10Yr CAGR Revenue 8%+ FCF 13% 10Yr Median Returns ROIC 27% ROCE 21% Up"
X Link 2026-02-02T01:53Z [---] followers, [---] engagements

"@returnoncap "Lemmings sell while smart money holds"
X Link 2026-02-10T20:34Z [---] followers, [---] engagements

"@DimitryNakhla @returnoncap Lemmings sell while smart money holds"
X Link 2026-02-10T20:35Z [---] followers, [--] engagements

"7/ Growth Strategy Growth is fueled by upselling existing clients and entering new geographies. By leveraging R&D to launch modules in cardiology pathology and other "ologies" PME is effectively doubling its total addressable market and increasing revenue per scan $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"@DrewCohenMoney Pro Medicus Limited ASX: PME OTCMKTS: PMCUF"
X Link 2026-02-05T21:09Z [---] followers, [---] engagements

"Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans MRIs and ultrasounds $PME πŸ©»πŸ§‘βš•"
X Link 2026-02-11T18:27Z [---] followers, [---] engagements

"ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's earnings are driven by a cycle of instrument placement & recurring consumption (razor-and-blade). As of late [----] the co. maintains a 93.9% GPM & 55% EBITDA margin illustrating extraordinary pricing power & operational efficiency $CHEMM ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's ecosystem ensures a predictable stream of high-margin consumable sales that can last for decades. More than 70% of revenue generated from sales of consumables and services in 2024/25. #lifescience #cellcounting $CHEMM https://t.co/IJz5X9KUy4 ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's"
X Link 2025-12-31T05:07Z [---] followers, [----] engagements

"Pro Medicus Limited Interim Results $PME Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans MRIs and ultrasounds $PME πŸ©»πŸ§‘βš• https://t.co/o53ijwr1Uy Extract: LHC Capital Q4 [----] Annual Letter on Pro Medicus Limited Primer: Pro Medicus is an Australian healthcare IT company specializing in radiology imaging software for managing medical images like X-rays CT scans MRIs and ultrasounds $PME πŸ©»πŸ§‘βš• https://t.co/o53ijwr1Uy"
X Link 2026-02-12T00:31Z [---] followers, [---] engagements

"Pro Medicus Limited Interim Results Revenue $124.8m up 28.4% PBT $90.7m up 29.7% NPAT $171.2m up 230.9% EBIT margins increase to 73% (HY25: 72%) Cash and other financial assets $221.8m up 5.3% Company remains debt-free Fully franked interim dividend 32c per share $PME Pro Medicus Limited Interim Results $PME https://t.co/BuK4Tim8qH Pro Medicus Limited Interim Results $PME https://t.co/BuK4Tim8qH"
X Link 2026-02-12T00:38Z [---] followers, [---] engagements

"Pro Medicus Limited FY26 Half Year results $PME Pro Medicus Limited Interim Results Revenue $124.8m up 28.4% PBT $90.7m up 29.7% NPAT $171.2m up 230.9% EBIT margins increase to 73% (HY25: 72%) Cash and other financial assets $221.8m up 5.3% Company remains debt-free Fully franked interim dividend 32c per share $PME Pro Medicus Limited Interim Results Revenue $124.8m up 28.4% PBT $90.7m up 29.7% NPAT $171.2m up 230.9% EBIT margins increase to 73% (HY25: 72%) Cash and other financial assets $221.8m up 5.3% Company remains debt-free Fully franked interim dividend 32c per share $PME"
X Link 2026-02-12T01:03Z [---] followers, [---] engagements

"Pro Medicus Limited Fears AI will take over.Dr Sam Hupert in a recent interview spoke about the threat of AI on the company's business $PME Pro Medicus Limited What about the AI threat $PME https://t.co/TtCPWbFBq7 Pro Medicus Limited What about the AI threat $PME https://t.co/TtCPWbFBq7"
X Link 2026-02-12T02:50Z [---] followers, [---] engagements

"Pro Medicus Limited 🩻 Business Performance Analysis H1 [----] $PME Source: @fiscal_ai Pro Medicus Limited Fears AI will take over.Dr Sam Hupert in a recent interview spoke about the threat of AI on the company's business $PME https://t.co/UOE9D290qM Pro Medicus Limited Fears AI will take over.Dr Sam Hupert in a recent interview spoke about the threat of AI on the company's business $PME https://t.co/UOE9D290qM"
X Link 2026-02-12T04:45Z [---] followers, [---] engagements

"ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Interim Report 2025/26 Q2 H1 $CHEMM ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's earnings are driven by a cycle of instrument placement & recurring consumption (razor-and-blade). As of late [----] the co. maintains a 93.9% GPM & 55% EBITDA margin illustrating extraordinary pricing power & operational efficiency $CHEMM https://t.co/hOULj06MIE ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's earnings are driven by a cycle of instrument placement & recurring consumption (razor-and-blade). As of late [----] the co. maintains a 93.9% GPM & 55% EBITDA margin illustrating extraordinary pricing"
X Link 2026-02-05T18:30Z [---] followers, [---] engagements

"Pro Medicus Limited What about the AI threat $PME Pro Medicus Limited FY26 Half Year results $PME https://t.co/Hp4TTgU5uM Pro Medicus Limited FY26 Half Year results $PME https://t.co/Hp4TTgU5uM"
X Link 2026-02-12T02:29Z [---] followers, [---] engagements

""Quality investing is comparative." FinX-ers if you're not paying attention to these quality investing ideas from @long_equity you're doing it wrong πŸ˜‰ Attaching a snippet that is similar from a previous post on his "In Search of" series for finding the best companies Analysing a companys annual report doesnt tell you whether its a quality company. Analysing a companys annual reports and then comparing it to all the alternatives does. Thats why I built Long Equity. Analysing a companys annual report doesnt tell you whether its a quality company. Analysing a companys annual reports and then"
X Link 2026-02-12T12:40Z [---] followers, [----] engagements

"Pro Medicus Limited 🩻 H1 [----] Earnings Transcript Overview $PME 🩻 Pro Medicus Limited 🩻 Business Performance Analysis H1 [----] $PME Source: @fiscal_ai https://t.co/UiVaezRIIc Pro Medicus Limited 🩻 Business Performance Analysis H1 [----] $PME Source: @fiscal_ai https://t.co/UiVaezRIIc"
X Link 2026-02-14T04:48Z [---] followers, [---] engagements

"Free Cash Flow drives shareholder value Pro Medicus Limited $PME 🩻 FCF Margin: 52.1% FCF ROC: 35% FCFps 10Y CAGR: 39% FCF Conversion: 127% (median) FCF 10Y CAGR: 40% FCF Yield: 1.2% NTM $PME 🩻 Pro Medicus Limited 🩻 H1 [----] Earnings Transcript Overview $PME 🩻 https://t.co/SaFiSHHktG Pro Medicus Limited 🩻 H1 [----] Earnings Transcript Overview $PME 🩻 https://t.co/SaFiSHHktG"
X Link 2026-02-14T05:12Z [---] followers, [---] engagements

"Pro Medicus Limited $PME 🩻 Watchlisted Any interest Any allocators here $PME is a quality business that is still priced for flawless execution $PME 🩻 Free Cash Flow drives shareholder value Pro Medicus Limited $PME 🩻 FCF Margin: 52.1% FCF ROC: 35% FCFps 10Y CAGR: 39% FCF Conversion: 127% (median) FCF 10Y CAGR: 40% FCF Yield: 1.2% NTM $PME 🩻 https://t.co/mQARljXJnr Free Cash Flow drives shareholder value Pro Medicus Limited $PME 🩻 FCF Margin: 52.1% FCF ROC: 35% FCFps 10Y CAGR: 39% FCF Conversion: 127% (median) FCF 10Y CAGR: 40% FCF Yield: 1.2% NTM $PME 🩻 https://t.co/mQARljXJnr"
X Link 2026-02-14T13:01Z [---] followers, [--] engagements

"Pro Medicus Limited $PME 🩻 🧡 1/ Company Overview $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"2/ Financial Highlights H1 [----] saw revenue up 28.4% to $124.8M and margins reaching 72.6%. This indicates the scalability of PMEs debt-free balance sheet software-only model and its ability to convert top-line growth into FCF returns $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"8/ Platform Architecture The Visage [--] Streaming Platform remains the key solution. It allows instant viewing of massive datasets a technical lead that legacy incumbents have struggled to replicate for over a decade $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"9/ AI Commercialization PME seeks to be the "ecosystem" charging per-click or per-study fees for both proprietary and third-party algorithms. This turns AI from a threat into a high-margin transaction-based recurring revenue stream $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"10/ Innovation: Spatial Computing Visage Ease VP for Apple Vision Pro showcases R&D leadership. Pioneering spatial computing in radiology redefines the physician workspace and reinforces PME's brand as the most advanced provider in health tech $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"11/11 Key Takeaways PME enters H2 [----] with an unparalleled pipeline and a 100% renewal rate. The focus remains on rapid implementation and cloud superiority to maintain its position as the margin leader in health informatics $PME 🩻"
X Link 2026-02-14T16:27Z [---] followers, [--] engagements

"ChemoMetec AS $CHEMM at a glance: 10-yr revenue CAGR 25% FCF CAGR 37% Gross Margins at 90% ROIC consistently above 20% since [----] With high ROC & disciplined growth this is the profile of a business built for compounding if execution stays intact Source: http://quickfs.net http://quickfs.net"
X Link 2025-09-06T12:10Z [---] followers, [---] engagements

"$CHEMM has grown its EPS at a 25% CAGR since [----] nearly tripling in [--] years & currently trades at 44x EV/EBIT near its cheapest range in years (35-45x). A reminder that even great businesses must balance compounding power with valuation discipline. An opportunity or warning"
X Link 2025-09-07T11:16Z [---] followers, [---] engagements

"$CHEMM thesis in a nutshell: [--] charts ChemoMetec A/S is a Danish #lifesciences medical device company specializing in the development manufacture and sale of automated cell counters and analysis equipment. #cellcounting #healthcare #biotech"
X Link 2025-09-08T14:28Z [---] followers, [---] engagements

"2 interesting tidbits while researching $CHEMM - the name ChemoMetec is derived from "chemical measurement technology" - $CHEMM's first-ever commercial product in the late 1990s was a milk cell counter launched through an est. relationship w/Tetra Laval (thru its sub DeLaval)"
X Link 2025-09-09T13:02Z [---] followers, [---] engagements

"T-minus 1: #cellcounting countdown to $CHEMM earnings report Thursday 9/11 and Conference call on Friday 9/12. ChemoMetec A/S is a Danish #lifescience company that develops manufactures and sells equipment for cell counting and analysis. #biotech #healthcare #medtech [--] interesting tidbits while researching $CHEMM - the name ChemoMetec is derived from "chemical measurement technology" - $CHEMM's first-ever commercial product in the late 1990s was a milk cell counter launched through an est. relationship w/Tetra Laval (thru its sub DeLaval) [--] interesting tidbits while researching $CHEMM - the"
X Link 2025-09-10T12:26Z [---] followers, [---] engagements

"T-minus 1: #cellcounting countdown to $CHEMM earnings report Thursday 9/11 and Conference call on Friday 9/12. ChemoMetec A/S is a Danish #lifescience company that develops manufactures and sells equipment for cell counting and analysis. #biotech #healthcare #medtech"
X Link 2025-09-10T12:26Z [---] followers, [---] engagements

"ChemoMetec A/S - From milk cell counting to life science applications $CHEMM 2024/25 Earnings Report πŸ“† REV: $495.57M (+21.7% YoY) FCF: $177.58M (+64% YoY) FCFps: $10.21(+65% YoY) EPS: $10.71(+37% YoY) Full Year [----] Guidance πŸ‘‡πŸ½ #lifesciences #cellcounting #biotech #healthcare"
X Link 2025-09-11T18:59Z [---] followers, [---] engagements

"ChemoMetec delivered a robust bounce-back in both top & bottom line performance for fiscal [----] with healthy double-digit revenue EBITDA & net income growth. $CHEMM stock up today 12.5% following its results released yesterday 9/11"
X Link 2025-09-12T16:25Z [---] followers, [---] engagements

"Balance Sheet at a glance June 2025: $CHEMM DKK (where applicable) Assets: 828.05M Liabilities: 154.69M Equity: 673.35M Cash & Investments: 341.85M Non-curr Liab: 7.69M (lease & provisions) ROTA: 37.3% CAPEX/OCF: [----] Fixed Asset Turnover: 4.8x EBIT / Interest Expense: [----] ChemoMetec delivered a robust bounce-back in both top & bottom line performance for fiscal [----] with healthy double-digit revenue EBITDA & net income growth. $CHEMM stock up today 12.5% following its results released yesterday 9/11 https://t.co/Fl7KGc4ofm ChemoMetec delivered a robust bounce-back in both top & bottom line"
X Link 2025-09-13T00:46Z [---] followers, [---] engagements

"Balance Sheet at a glance June 2025: $CHEMM DKK (where applicable) Assets: 828.05M Liabilities: 154.69M Equity: 673.35M Cash & Investments: 341.85M Non-curr Liab: 7.69M (lease & provisions) ROTA: 37.3% CAPEX/OCF: [----] Fixed Asset Turnover: 4.8x EBIT / Interest Expense: 98.5"
X Link 2025-09-13T00:46Z [---] followers, [---] engagements

"$CHEMM long thesis From milk #cellcounting to advanced cell analysis ChemoMetec A/S is a #lifescience tools company which makes cell counters and analysis equipment for pharma #biotech academic & research institutions and the food/agricultural sectorπŸ”¬ #healthcare 1/3 Balance Sheet at a glance June 2025: $CHEMM DKK (where applicable) Assets: 828.05M Liabilities: 154.69M Equity: 673.35M Cash & Investments: 341.85M Non-curr Liab: 7.69M (lease & provisions) ROTA: 37.3% CAPEX/OCF: [----] Fixed Asset Turnover: 4.8x EBIT / Interest Expense: [----] Balance Sheet at a glance June 2025: $CHEMM DKK (where"
X Link 2025-09-13T15:22Z [---] followers, [---] engagements

"$CHEMM hit a 52-week high of [------] DKK today following its FY24/25 results (9/11) and earnings call (9/12). On the Sept122025 earnings call Martin ChemoMetec CEO confirmed the company's strategic shift:"We're basically going from being a cell counter company to a solution-based company including software." This underscores the company's commitment to innovation & long-term growth On the Sept122025 earnings call Martin ChemoMetec CEO confirmed the company's strategic shift:"We're basically going from being a cell counter company to a solution-based company including software." This"
X Link 2025-09-15T22:34Z [---] followers, [---] engagements

"Short Thesis $CHEMM from milk #cellcounting to advanced cell analysis ChemoMetec A/S is a #lifescience tools company which makes cell counters and analysis equipment for pharma #biotech academic & research institutions and the food/agricultural sectorπŸ”¬ #healthcare 1/8 $CHEMM hit a 52-week high of [------] DKK today following its FY24/25 results (9/11) and earnings call (9/12). $CHEMM hit a 52-week high of [------] DKK today following its FY24/25 results (9/11) and earnings call (9/12)"
X Link 2025-09-17T12:30Z [---] followers, [---] engagements

"Short Thesis $CHEMM from milk #cellcounting to advanced cell analysis ChemoMetec A/S is a #lifescience tools company which makes cell counters and analysis equipment for pharma #biotech academic & research institutions and the food/agricultural sectorπŸ”¬ #healthcare 1/8"
X Link 2025-09-17T12:40Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMMπŸ”¬ Industry: Healthcare Sector: Life Sciences Tools & Services Sub-sector: Cell Counting & Analysis Forecasts: 10.21% CAGR to reach mkt size USD300B by [----] Overview: $CHEMM is a #lifesciences company specializing in #cellcounting & analysis equipment ChemoMetec A/S $CHEMMπŸ”¬ Boring until you see: the 21.02% CAGR returns since IPO 10-Year CAGR Revenue 19.25% Op. Profit 31% FCF 45% FCFps 43% 10-Year Median Returns ROIC 29.0% 10-Year Median Margins Gross Profit 90% Op. Profit 33% FCF 27% #lifescience #cellcounting ChemoMetec A/S $CHEMMπŸ”¬ Boring until you see: the 21.02% CAGR"
X Link 2025-09-21T11:50Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMMπŸ”¬ Industry: Healthcare Sector: Life Sciences Tools & Services Sub-sector: Cell Counting & Analysis Forecasts: 10.21% CAGR to reach mkt size USD300B by [----] Overview: $CHEMM is a #lifesciences company specializing in #cellcounting & analysis equipment"
X Link 2025-09-21T11:51Z [---] followers, [---] engagements

"ChemoMetec has long integrated software with its instruments but is now pivoting toward software + automation that could mark an inflection point for $CHEMM This shift moves it beyond its traditional "razor-and-blade" model toward a more holistic software-driven ecosystem. πŸ‘‡"
X Link 2025-09-28T09:39Z [---] followers, [---] engagements

"In life the little things matter. In investing small caps can too. A small-cap with big numbers. ChemoMetec A/S $CHEMM (DKK 10.95B US$ 1.72B Mkt Cap) πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ FY25 EBITDA Margin = 52.1% FY25 EBITDA Growth = 39% FY25 EV/EBITDA = 40x #cellcounting #lifescience ChemoMetec A/S $CHEMMπŸ”¬ Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotechπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ https://t.co/KX9k3FWSTx ChemoMetec A/S $CHEMMπŸ”¬ Your Cheat Sheet for Technology that Counts #lifescience #cellcounting #healthcare #biotechπŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ https://t.co/KX9k3FWSTx"
X Link 2025-10-01T12:21Z [---] followers, [---] engagements

"In life the little things matter. In investing small caps can too. A small-cap with big numbers. ChemoMetec A/S $CHEMM (DKK 10.95B US$ 1.72B Mkt Cap) πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ FY25 EBITDA Margin = 52.1% FY25 EBITDA Growth = 39% FY25 EV/EBITDA = 40x #cellcounting #lifescience"
X Link 2025-10-01T12:22Z [---] followers, [---] engagements

"$CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ From specialized hardware to a solutions provider ChemoMetec is strategically evolving its high-margin "razor-and-blade" model to higher-margin software & automation solutions to capture new recurring revenue streams with its XcytoMatic platform #cellcounting"
X Link 2025-10-05T10:22Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick summary notes #lifescience #cellcounting #healthcare #biotech $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ From specialized hardware to a solutions provider ChemoMetec is strategically evolving its high-margin "razor-and-blade" model to higher-margin software & automation solutions to capture new recurring revenue streams with its XcytoMatic platform #cellcounting https://t.co/8qzWSykblV $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ From specialized hardware to a solutions provider ChemoMetec is strategically evolving its high-margin "razor-and-blade" model to higher-margin software & automation solutions to"
X Link 2025-10-08T05:02Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick summary notes #lifescience #cellcounting #healthcare #biotech"
X Link 2025-10-08T05:03Z [---] followers, [---] engagements

"Market Update - share buyback ChemoMetec A/S $CHEMM ChemoMetec A/S announces a share repurchase program approved by shareholders in the Annual General Meeting held today - October [--] [----]. Per the approval the company is authorized to repurchase up to 10% of its own shares. ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick summary notes #lifescience #cellcounting #healthcare #biotech https://t.co/Ju4sN6CmwK ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick summary notes #lifescience #cellcounting #healthcare #biotech https://t.co/Ju4sN6CmwK"
X Link 2025-10-09T20:42Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM combines consumables recurring revenue sticky workflows and emerging software optionality. If management executes the model can evolve into a platform with expanding margins strong cash flow & long-term defensibility #cellcounting Market Update - share buyback ChemoMetec A/S $CHEMM ChemoMetec A/S announces a share repurchase program approved by shareholders in the Annual General Meeting held today - October [--] [----]. Per the approval the company is authorized to repurchase up to 10% of its own shares. Market Update - share buyback ChemoMetec A/S $CHEMM"
X Link 2025-10-12T13:58Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM combines consumables recurring revenue sticky workflows and emerging software optionality. If management executes the model can evolve into a platform with expanding margins strong cash flow & long-term defensibility #cellcounting"
X Link 2025-10-12T13:58Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM quietly compounds. A decade of expanding margins strong cash conversion & disciplined execution has turned niche cell counting into a durable cash busns. W/software + automation ChemoMetec may be building medtech's next quiet powerhouse ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM combines consumables recurring revenue sticky workflows and emerging software optionality. If management executes the model can evolve into a platform with expanding margins strong cash flow & long-term defensibility #cellcounting https://t.co/L30jAAzxZQ ChemoMetec A/S $CHEMM"
X Link 2025-10-15T11:23Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM quietly compounds. A decade of expanding margins strong cash conversion & disciplined execution has turned niche cell counting into a durable cash busns. W/software + automation ChemoMetec may be building medtech's next quiet powerhouse"
X Link 2025-10-15T11:24Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ On October [--] [----] UCL ACBE UK announced that it had expanded its analytical capabilities with the installation of the ChemoMetec XM40 an automated cell density and viability analyzer. #cellcounting #lifescience #healthcare #biotech ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM quietly compounds. A decade of expanding margins strong cash conversion & disciplined execution has turned niche cell counting into a durable cash busns. W/software + automation ChemoMetec may be building medtech's next quiet powerhouse https://t.co/lCt4TIHLjd ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬"
X Link 2025-10-16T02:01Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ On October [--] [----] UCL ACBE UK announced that it had expanded its analytical capabilities with the installation of the ChemoMetec XM40 an automated cell density and viability analyzer. #cellcounting #lifescience #healthcare #biotech"
X Link 2025-10-16T02:01Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ The top [--] strategic priorities that may represent an inflection point for the co. are centered on evolving from a cell counter supplier to a comprehensive solutions provider in high-growth CGT & bioprocessing markets #cellcounting #lifescience ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ On October [--] [----] UCL ACBE UK announced that it had expanded its analytical capabilities with the installation of the ChemoMetec XM40 an automated cell density and viability analyzer. #cellcounting #lifescience #healthcare #biotech https://t.co/JuPmBB8sCn ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬"
X Link 2025-10-22T13:23Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ The top [--] strategic priorities that may represent an inflection point for the co. are centered on evolving from a cell counter supplier to a comprehensive solutions provider in high-growth CGT & bioprocessing markets #cellcounting #lifescience"
X Link 2025-10-22T13:24Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ #cellcounting #lifescience"
X Link 2025-10-28T13:47Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ By carefully considering these potential blind spots investors can better assess the full range of risks and opportunities associated with ChemoMetec's ambitious growth strategy #cellcounting #lifescience ChemoMetec A/S has updated its earnings guidance for the 2025/26 FY expecting higher revenue & EBITDA due to strong interest in its technology particularly the XcytoMatic platform. Separately Danske Bank has reiterated a "buy" rating for the stock & raised its TP to [---] DKK ChemoMetec A/S has updated its earnings guidance for the 2025/26 FY expecting higher"
X Link 2025-11-01T15:26Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience"
X Link 2025-11-06T16:52Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Inside Alert: Management is buying $CHEMM key execs show confidence post-Q1 earnings. - CEO bought [----] @ DKK [---] avg. - CFO bought [---] @ DKK [---] avg. Total DKK 1.25M investment by leadership. Strong vote of confidence from leadership. ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience https://t.co/CYVRRLbSD7 ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience https://t.co/CYVRRLbSD7"
X Link 2025-11-07T15:33Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Inside Alert: Management is buying $CHEMM key execs show confidence post-Q1 earnings. - CEO bought [----] @ DKK [---] avg. - CFO bought [---] @ DKK [---] avg. Total DKK 1.25M investment by leadership. Strong vote of confidence from leadership"
X Link 2025-11-07T15:34Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ πŸͺ‘ 1/ $CHEMM Q1 FY25/26: Revenue +8% YoY to DKK 125m EBITDA margin up to 55%. Despite beating forecasts stock fell 4% during the day. Strong core execution but market seems wary of near-term growth visibility ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Inside Alert: Management is buying $CHEMM key execs show confidence post-Q1 earnings. - CEO bought [----] @ DKK [---] avg. - CFO bought [---] @ DKK [---] avg. Total DKK 1.25M investment by leadership. Strong vote of confidence from leadership. ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Inside Alert: Management is buying $CHEMM key execs"
X Link 2025-11-07T22:15Z [---] followers, [---] engagements

"9/ Cannibalisation risk: Customers may replace multiple NC units with fewer XM instruments. Net effects on consumables and service income still unproven"
X Link 2025-11-07T22:16Z [---] followers, [--] engagements

"10/10 Summary: $CHEMM is evolving from precision hardware to an automation & software platform with hardware. Margins strong the strategy is bold but the transition must prove durable recurring and cash-generative"
X Link 2025-11-07T22:16Z [---] followers, [---] engagements

"Per MGI "New bio-frontiers" (Industrial & Consumers Biotech Obesity Drugs) are key emerging arenas. Could this secular tailwind provide a significant positive read-through for $CHEMM long-term growth πŸ€” #cellcounting #biotech #lifescience Across two decades [--] arenas such as software and consumer electronics tripled their share of total market cap. Now we identify [--] new arenas that could reshape competition once again from AI and robotics to biotech and cybersecurity. Explore more https://t.co/aSyrBzKe6q https://t.co/ZNZwLWFXlB Across two decades [--] arenas such as software and consumer"
X Link 2025-12-02T02:29Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ By carefully considering these potential blind spots investors can better assess the full range of risks & opportunities associated with ChemoMetec's ambitious growth strategy of shift to software automation + h/ware #cellcounting #lifescience"
X Link 2025-11-01T15:32Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ By carefully considering these potential blind spots investors can better assess the full range of risks and opportunities associated with ChemoMetec's ambitious growth strategy #cellcounting #lifescience https://t.co/F81hjStHla ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ By carefully considering these potential blind spots investors can better assess the full range of risks and opportunities associated with ChemoMetec's ambitious growth strategy #cellcounting"
X Link 2025-11-05T05:10Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting"
X Link 2025-11-05T05:11Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ T+1: earnings incoming on November [--] [----] for $CHEMM ChemoMetec A/S is a leading manufacturer of cell counting and analysis equipment worldwide #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting https://t.co/BkGXKhFr4k ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick Financial Breakdown (6 Key Areas) #healthcare #lifescience #cellcounting https://t.co/BkGXKhFr4k"
X Link 2025-11-05T14:49Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Quick update: Q1 FY2025/26 Earnings Report #cellcounting #lifescience ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ T+1: earnings incoming on November [--] [----] for $CHEMM ChemoMetec A/S is a leading manufacturer of cell counting and analysis equipment worldwide #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ T+1: earnings incoming on November [--] [----] for $CHEMM ChemoMetec A/S is a leading manufacturer of cell counting and analysis equipment worldwide #lifescience #cellcounting"
X Link 2025-11-06T16:50Z [---] followers, [---] engagements

"4/ Service and consumables grew (4% & 12% respectively) confirming stickiness of recurring revenue. About half of installed instruments on service plans strong retention base"
X Link 2025-11-07T22:15Z [---] followers, [--] engagements

"5/ Management reaffirmed a long-term shift toward software and automation. XM Octopus platform and Sample Management System could evolve $CHEMM into a high-margin software-driven model"
X Link 2025-11-07T22:16Z [---] followers, [--] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 showed 8% Rev & 11% EBITDA growth with margins rising to 55%. Strength in consumables (+12%) & Europe (+18%) offsets flat RoW. XM platform traction signals a shift toward automation & software recurring revenue key to future growth ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ πŸͺ‘ 1/ $CHEMM Q1 FY25/26: Revenue +8% YoY to DKK 125m EBITDA margin up to 55%. Despite beating forecasts stock fell 4% during the day. Strong core execution but market seems wary of near-term growth visibility ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ πŸͺ‘ 1/ $CHEMM Q1 FY25/26: Revenue +8% YoY to DKK"
X Link 2025-11-09T18:45Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 showed 8% Rev & 11% EBITDA growth with margins rising to 55%. Strength in consumables (+12%) & Europe (+18%) offsets flat RoW. XM platform traction signals a shift toward automation & software recurring revenue key to future growth"
X Link 2025-11-09T18:46Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Beyond the numbers. #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 showed 8% Rev & 11% EBITDA growth with margins rising to 55%. Strength in consumables (+12%) & Europe (+18%) offsets flat RoW. XM platform traction signals a shift toward automation & software recurring revenue key to future growth https://t.co/DCtNNn3MWX ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 showed 8% Rev & 11% EBITDA growth with margins rising to 55%. Strength in consumables (+12%) & Europe (+18%) offsets flat RoW. XM platform traction signals a shift toward"
X Link 2025-11-12T16:09Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Beyond the numbers. #lifescience #cellcounting"
X Link 2025-11-12T16:09Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 2025/26 Review a quick one-pager #lifescience #cellcounting #healthcare ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Beyond the numbers. #lifescience #cellcounting https://t.co/LxzI1U9lih ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Beyond the numbers. #lifescience #cellcounting https://t.co/LxzI1U9lih"
X Link 2025-11-15T18:42Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM stands out for strong recurring revenue high margin strengths but investors should watch execution risk as the company pivots to software and meaningful upside in automation and CGT. SWOT below πŸ‘‡ #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 2025/26 Review a quick one-pager #lifescience #cellcounting #healthcare https://t.co/uRS4foAegW ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM Q1 2025/26 Review a quick one-pager #lifescience #cellcounting #healthcare https://t.co/uRS4foAegW"
X Link 2025-11-19T08:50Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's journey shows a steady shift from reliable cell counters to a full automation and software driven platform positioning the company for long term growth in bioprocessing and cell therapy #cellcounting #lifescience ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM stands out for strong recurring revenue high margin strengths but investors should watch execution risk as the company pivots to software and meaningful upside in automation and CGT. SWOT below πŸ‘‡ #lifescience #cellcounting https://t.co/5W3yuNWgfd ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ $CHEMM stands out"
X Link 2025-11-26T11:44Z [---] followers, [---] engagements

"Could $CHEMM be the picks-and-shovels play for the bio-engineering gold rush πŸ€” Its core products are essential tools used throughout the bio-engineering / biomedical research & biomanufacturing lifecycle particularly Life Science Research Cell & Gene Therapy & Bioprocessing Where will the next wave of global growth come from We identify [--] industries from AI to obesity drugs that could generate $2948 trillion in annual revenue by [----]. These πŸ”Ÿ charts visualize the next big arenas of competition: https://t.co/zEPVG3lTQG https://t.co/LiXEUaeF9S Where will the next wave of global growth come"
X Link 2025-12-02T04:12Z [---] followers, [---] engagements

"ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ Always analyze the margins i.e. what is the incremental change. Focus on the trajectory consistent incremental gains; that's where alpha lies. #lifescience #cellcounting ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's journey shows a steady shift from reliable cell counters to a full automation and software driven platform positioning the company for long term growth in bioprocessing and cell therapy #cellcounting #lifescience https://t.co/9PeBjBtinc ChemoMetec A/S $CHEMM πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's journey shows a steady shift from reliable cell counters to a full"
X Link 2025-12-03T05:07Z [---] followers, [---] engagements

"ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ ChemoMetec's ecosystem ensures a predictable stream of high-margin consumable sales that can last for decades. More than 70% of revenue generated from sales of consumables and services in 2024/25. #lifescience #cellcounting $CHEMM ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ #healthcare #lifescience #cellcounting $CHEMM https://t.co/isRmVlONlG ChemoMetec A/S πŸ”¬πŸ§ͺπŸ‘©πŸ”¬πŸ§¬ #healthcare #lifescience #cellcounting $CHEMM https://t.co/isRmVlONlG"
X Link 2025-12-24T21:54Z [---] followers, [----] engagements

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