[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @JustBankStocks Bill McGill Bill McGill posts on X about $ffbw, $mtb, finance, liquid the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1694856085411143681/interactions)  - X Week XXXXX -XX% - X Month XXXXX +135% - X Months XXXXXX -XX% - X Year XXXXXXX +25% ### Mentions: X [#](/creator/twitter::1694856085411143681/posts_active)  ### Followers: XXXXX [#](/creator/twitter::1694856085411143681/followers)  - X Week XXXXX +0.99% - X Month XXXXX +3.70% - X Months XXXXX +26% - X Year XXXXX +64% ### CreatorRank: undefined [#](/creator/twitter::1694856085411143681/influencer_rank)  ### Social Influence [#](/creator/twitter::1694856085411143681/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$ffbw](/topic/$ffbw), [$mtb](/topic/$mtb), [finance](/topic/finance), [liquid](/topic/liquid), [discount](/topic/discount), [$agm](/topic/$agm), [tariffs](/topic/tariffs), [$cbl](/topic/$cbl), [acquisition](/topic/acquisition), [lending](/topic/lending) **Top assets mentioned** [M&T Bank Corporation (MTB)](/topic/$mtb) [Credbull (CBL)](/topic/$cbl) [Centrifuge (CFG)](/topic/$cfg) ### Top Social Posts [#](/creator/twitter::1694856085411143681/posts) --- Top posts by engagements in the last XX hours "Back in $AGM. Not a screaming buy but anytime it trades cheap to quality banks I put it back on. It should trade at an earnings premium not discount to the large liquid banks that all have more credit and rate risk. Recent sell-off might be related to CFO's resignation to take CEO position at FHLB Office of Finance. Because why I don't get it. Sounds dumb enough that I actually doubt the causality"  [@JustBankStocks](/creator/x/JustBankStocks) on [X](/post/tweet/1944770073794670684) 2025-07-14 14:44:52 UTC 1225 followers, 1139 engagements "@blondesnmoney What's the logic of $CBL in tariff slime bucket Does apparel and plastic crap even take up much space in malls anymore I thought it was all movie theaters sad empty bounce parks waiting for the weekend for a children's birthday party an Aunt Annie's and a Cinnabon"  [@JustBankStocks](/creator/x/JustBankStocks) on [X](/post/tweet/1942315426051948685) 2025-07-07 20:10:58 UTC 1229 followers, XXX engagements "I think they are raising capital at a bank-favorable price and I think I dont entirely agree with the focus on a X versus X year earn back as if the out year expense reductions dont matter. They do. And banks should front load the restructuring costs when acquiring a bank like farmers with no valuable lending relationships where its just a pure deposit acquisition"  [@JustBankStocks](/creator/x/JustBankStocks) on [X](/post/tweet/1943468243387134023) 2025-07-11 00:31:51 UTC 1227 followers, XXX engagements "@PhilTimyan $BCOW and $FFBW. Let's make Wisconsin banking the center of deal making again. Or for the first time. Whatever"  [@JustBankStocks](/creator/x/JustBankStocks) on [X](/post/tweet/1866984447020769716) 2024-12-11 23:12:33 UTC 1226 followers, XXX engagements "Sweet Jesus Mother Mary of Bethleham $CFG beats $XXXX 2Q up from $XXXX 1Q. NIM up X bps to 2.94%. XX% ROTCE. $CFG has been signaling for a couple quarters now about private bank growth and it is showing up. Fee income $600MM up 10%. Usually growing wealth management comes at a significant cost to attract assets but CFG is doing while guiding to 20-24% ROE which is nothing remarkable for non-bank wealth managers but which would make $CFG one of the better performing bank ones. LDR below XX% now with continued run-off of non-core consumer loans/indirect auto put on during ZIRP as an alternative"  [@JustBankStocks](/creator/x/JustBankStocks) on [X](/post/tweet/1945800614908399618) 2025-07-17 10:59:52 UTC 1229 followers, 1137 engagements "Among mutual deconversions I'm long $SRBK $FFBW and $FSEA (all completed second steps). There's an interesting development on $FSEA which just started its buyback last year and hits the X year anniversary in Jan '26. On April XX William Greiner a real estate investor and the chairman of private Primary Bank HQed in Bedford NH filed a 13D indicating that he bought XXX% of FSEA in a personal investment vehicle with a couple of what looks like personal acquaintances. Not sure what to make of that. Not at all familiar with Primary Bank but from call reports looks like a more dynamic CRE lender"  [@JustBankStocks](/creator/x/JustBankStocks) on [X](/post/tweet/1925217767139012637) 2025-05-21 15:50:59 UTC 1225 followers, XXX engagements "@stoked_on_waves I don't understand how the prefs were where they were a few last fall. That's an extremely risky capital stack. Ratings agencies seem even further behind the curve on this one than normal"  [@JustBankStocks](/creator/x/JustBankStocks) on [X](/post/tweet/1947435625214284022) 2025-07-21 23:16:49 UTC 1229 followers, XX engagements "Give me your best reason why this shouldn't be $WASH. Underperforming treading water but still strong deposit presence in the one part of New England $MTB still has no presence. Fee business integrates well with Wilmington. CRE-heavy but still a decent C&I business. Ned Three Sticks is XX and not the kind of guy that wants to work until he's XX. He has hobbies. And money I assume (Goodyear). $WASH did a balance sheet restructuring trade so marks aren't a deal breaker and WASH would be a small acquisition for $MTB"  [@JustBankStocks](/creator/x/JustBankStocks) on [X](/post/tweet/1945496992370839940) 2025-07-16 14:53:23 UTC 1225 followers, XXX engagements "$FFBW announced 2Q earnings last week of $XXXX per share. Repurchased another 30k shares (down to 4.9MM. counting ESOP) TBV of $XXXXX up from $XXXXX. Loans shrunk by XXX% Non-interest expenses shrunk a little. Deposits shrunk X% but NII up immaterially. Provisions in the Q a goose egg (ACL at 1.27%). Nothing much of interest"  [@JustBankStocks](/creator/x/JustBankStocks) on [X](/post/tweet/1823370028428804558) 2024-08-13 14:44:26 UTC 1225 followers, 1465 engagements "Feeling liberated from high prices $MTB repurchased 6MM shares in 2Q at $XXX average versus 3.4MM shares at $XXX average in 1Q. ROA at XXXX and ROTCE at XXXXX versus XXXX and XXXX in 1Q. NIM at XXXX% down 4bps charge offs down X bps and ACL down 2bps even as NPAs increase from $1.57B to 1.6B but total criticized C&I and CRE down almost $4B since 2Q24. CRE loans still headed lower down over $6B since 2Q24 as total loans remain flat-ish"  [@JustBankStocks](/creator/x/JustBankStocks) on [X](/post/tweet/1945432084828549504) 2025-07-16 10:35:28 UTC 1226 followers, 1150 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Bill McGill posts on X about $ffbw, $mtb, finance, liquid the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance stocks cryptocurrencies
Social topic influence $ffbw, $mtb, finance, liquid, discount, $agm, tariffs, $cbl, acquisition, lending
Top assets mentioned M&T Bank Corporation (MTB) Credbull (CBL) Centrifuge (CFG)
Top posts by engagements in the last XX hours
"Back in $AGM. Not a screaming buy but anytime it trades cheap to quality banks I put it back on. It should trade at an earnings premium not discount to the large liquid banks that all have more credit and rate risk. Recent sell-off might be related to CFO's resignation to take CEO position at FHLB Office of Finance. Because why I don't get it. Sounds dumb enough that I actually doubt the causality" @JustBankStocks on X 2025-07-14 14:44:52 UTC 1225 followers, 1139 engagements
"@blondesnmoney What's the logic of $CBL in tariff slime bucket Does apparel and plastic crap even take up much space in malls anymore I thought it was all movie theaters sad empty bounce parks waiting for the weekend for a children's birthday party an Aunt Annie's and a Cinnabon" @JustBankStocks on X 2025-07-07 20:10:58 UTC 1229 followers, XXX engagements
"I think they are raising capital at a bank-favorable price and I think I dont entirely agree with the focus on a X versus X year earn back as if the out year expense reductions dont matter. They do. And banks should front load the restructuring costs when acquiring a bank like farmers with no valuable lending relationships where its just a pure deposit acquisition" @JustBankStocks on X 2025-07-11 00:31:51 UTC 1227 followers, XXX engagements
"@PhilTimyan $BCOW and $FFBW. Let's make Wisconsin banking the center of deal making again. Or for the first time. Whatever" @JustBankStocks on X 2024-12-11 23:12:33 UTC 1226 followers, XXX engagements
"Sweet Jesus Mother Mary of Bethleham $CFG beats $XXXX 2Q up from $XXXX 1Q. NIM up X bps to 2.94%. XX% ROTCE. $CFG has been signaling for a couple quarters now about private bank growth and it is showing up. Fee income $600MM up 10%. Usually growing wealth management comes at a significant cost to attract assets but CFG is doing while guiding to 20-24% ROE which is nothing remarkable for non-bank wealth managers but which would make $CFG one of the better performing bank ones. LDR below XX% now with continued run-off of non-core consumer loans/indirect auto put on during ZIRP as an alternative" @JustBankStocks on X 2025-07-17 10:59:52 UTC 1229 followers, 1137 engagements
"Among mutual deconversions I'm long $SRBK $FFBW and $FSEA (all completed second steps). There's an interesting development on $FSEA which just started its buyback last year and hits the X year anniversary in Jan '26. On April XX William Greiner a real estate investor and the chairman of private Primary Bank HQed in Bedford NH filed a 13D indicating that he bought XXX% of FSEA in a personal investment vehicle with a couple of what looks like personal acquaintances. Not sure what to make of that. Not at all familiar with Primary Bank but from call reports looks like a more dynamic CRE lender" @JustBankStocks on X 2025-05-21 15:50:59 UTC 1225 followers, XXX engagements
"@stoked_on_waves I don't understand how the prefs were where they were a few last fall. That's an extremely risky capital stack. Ratings agencies seem even further behind the curve on this one than normal" @JustBankStocks on X 2025-07-21 23:16:49 UTC 1229 followers, XX engagements
"Give me your best reason why this shouldn't be $WASH. Underperforming treading water but still strong deposit presence in the one part of New England $MTB still has no presence. Fee business integrates well with Wilmington. CRE-heavy but still a decent C&I business. Ned Three Sticks is XX and not the kind of guy that wants to work until he's XX. He has hobbies. And money I assume (Goodyear). $WASH did a balance sheet restructuring trade so marks aren't a deal breaker and WASH would be a small acquisition for $MTB" @JustBankStocks on X 2025-07-16 14:53:23 UTC 1225 followers, XXX engagements
"$FFBW announced 2Q earnings last week of $XXXX per share. Repurchased another 30k shares (down to 4.9MM. counting ESOP) TBV of $XXXXX up from $XXXXX. Loans shrunk by XXX% Non-interest expenses shrunk a little. Deposits shrunk X% but NII up immaterially. Provisions in the Q a goose egg (ACL at 1.27%). Nothing much of interest" @JustBankStocks on X 2024-08-13 14:44:26 UTC 1225 followers, 1465 engagements
"Feeling liberated from high prices $MTB repurchased 6MM shares in 2Q at $XXX average versus 3.4MM shares at $XXX average in 1Q. ROA at XXXX and ROTCE at XXXXX versus XXXX and XXXX in 1Q. NIM at XXXX% down 4bps charge offs down X bps and ACL down 2bps even as NPAs increase from $1.57B to 1.6B but total criticized C&I and CRE down almost $4B since 2Q24. CRE loans still headed lower down over $6B since 2Q24 as total loans remain flat-ish" @JustBankStocks on X 2025-07-16 10:35:28 UTC 1226 followers, 1150 engagements
/creator/x::JustBankStocks