[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.] #  @jpmontero88 Juan Pablo Montero Juan Pablo Montero posts on X about $rooof, $roofv, $mind, investment the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1629072613904420864/interactions)  - X Week XXXXX +21% - X Month XXXXXX -XXXX% - X Months XXXXXX -XX% - X Year XXXXXXX +22,486% ### Mentions: XX [#](/creator/twitter::1629072613904420864/posts_active)  ### Followers: XXX [#](/creator/twitter::1629072613904420864/followers)  - X Week XXX +5.50% - X Month XXX +30% - X Months XXX +175% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1629072613904420864/influencer_rank)  ### Social Influence [#](/creator/twitter::1629072613904420864/influence) --- **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [currencies](/list/currencies) **Social topic influence** [$rooof](/topic/$rooof), [$roofv](/topic/$roofv), [$mind](/topic/$mind), [investment](/topic/investment), [$40m](/topic/$40m), [$dtst](/topic/$dtst), [$oscr](/topic/$oscr) #170, [$11m](/topic/$11m), [$7846t](/topic/$7846t), [$55m](/topic/$55m) **Top assets mentioned** [Mind (MND)](/topic/$mind) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Centene Corp (CNC)](/topic/$cnc) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) ### Top Social Posts [#](/creator/twitter::1629072613904420864/posts) --- Top posts by engagements in the last XX hours "Today I added more shares of $NXSN to my position now X% of my portfolio Alongside $MTEK these are currently my top two picks in the defense micro-cap space. I was expecting a pullback after its massive rally this year but it looks like nothing will slow it down before reaching my wave X target at ILS 14780"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1934152044702466186) 2025-06-15 07:32:36 UTC XXX followers, 2139 engagements "🤝 CONCLUSION IMO $ROOF.V $ROOOF offers a combination of first-mover advantage potential scalable unit economics and a business model aligned with sustainability tailwinds. The company has already: ✅ Proven its tech through a pilot ✅ Secured strategic backing (TAMKO CVW) ✅ Built its first commercial facility (Calgary) ✅ Structured a replicable modular plant model ✅ Begun unlocking non-dilutive subsidies While the capital structure still reflects its startup journey (convertible debentures warrants and modest cash on hand) if execution continues as planned Northstar could evolve into a"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1939664178697916644) 2025-06-30 12:35:52 UTC XXX followers, XXX engagements "$MIND remember the $1114/share fair value (+54%96%) I mentioned in the post bellow doesn't include the potential value of the NOLs which could add another $23/share. That brings the total fair value range to $1317/share vs the current share price of $XXXX (+80%138%)"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1945432680574722402) 2025-07-16 10:37:50 UTC XXX followers, 4589 engagements "$ROOF.V $ROOOF has reached Milestone X under its ERA agreement and received C$3.9 million in funding. This brings total funding received from ERA to C$5.2 million to date. 🔥🔥 Approximately C$1.9 million remains available under the grant pending the achievement of commissioning and operational milestones"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1919475862304387078) 2025-05-05 19:34:42 UTC XXX followers, 4664 engagements "$MIND In Q1 revenue dropped XX% QoQ to $7.9M but heres the catch: $5.5M in shipments were delayed not canceled. These orders are expected to be delivered in Q2 potentially setting up a strong rebound. Add to that the hidden NOL asset worth $2$3/share if they manage to unlock it this remains a very asymmetrical setup. ✒ Full thesis breakdown here 👇 Technical View Wave X seems to have completed around the XXXXX Fib retracement right at the confluence of the 50- and 150-day SMAs. If confirmed we may be entering Wave X with a potential price target of $XX (+58%). 🎯 Key Potential Catalysts"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1946177395792531916) 2025-07-18 11:57:04 UTC XXX followers, XXX engagements "Well done Jorge another top-tier call for MS clients Despite the short-term pressure triggered by his excellent Underweight downgrade back in Sep XX $STNE is now up +46% and trading XXX% above his price target 👏🏻 Chapeau 😜 . never trust analysts they dont have your same incentives"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1943007674276225310) 2025-07-09 18:01:43 UTC XXX followers, XXX engagements "$DTST I dont see the tender offer coming in below $6/share. Lets break it down: X Theyre selling CloudFirst for $40M. Around $1.5M goes into escrow and assuming most of it is taxable (given it was built in-house) theyll likely pay XX% in taxes - Net cash from the deal: $30M X DTST already has $10M in net cash. So post-transaction theyll sit on $40M in total cash. X I dont expect them to use all of it in the tender but with Nexxis being a much smaller theyll probably use more than the proceeds from the sale. Lets assume they allocate $35M keeping $5M on hand. Seems fair X There are 7.1M shares"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1945529308669173836) 2025-07-16 17:01:48 UTC XXX followers, 1333 engagements "$OSCR heres my view Ive been talking for a while now about the key risks Oscar might face going forward: X Potential rollback or expiry of ACA enhanced subsidies But after $CNC s results and the wipeout of their 2025 guidance X new risks emerged which we initially didnt know if they were company-specific or industry-wide: X A sharp increase in medical costs (leading to MLR deterioration) X Early signs of slowing ACA subscriber growth across the sector So where do things stand now after Oscar pre- Q2 results & FY25 guidance adjustments 🔹 Risk #1 (subsidy rollback): Still uncertain well have"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1947766317030822280) 2025-07-22 21:10:52 UTC XXX followers, XXX engagements "📌 $ROOF.V $ROOOF additional Insights to my all-in-one Investment Thesis 🦅COMPETITION Currently there is no real competition most asphalt shingle recycling today is just mechanical grinding. Northstar is the first to fully separate components (bitumen aggregate fibres) using a patented thermo-chemical process. The closest potential competitor is $SKYQ (Sky Quarry) using solvents but they havent built a pilot plant yet. IMO commercial output would not be before XX years away (if they get there) by which time Northstar should be well ahead in scale and market position. Also if Northstar"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1944766385059442723) 2025-07-14 14:30:12 UTC XXX followers, 3796 engagements "Im an investor in $ROOF.V $ROOOF and while Ive been commenting a lot lately I just realized Ive never actually shared a full post with the investment thesis. So here we go. Along with $ADUR Northstar is X of only X pre-revenue companies in my portfolio. But unlike many early-stage ventures this one is on the verge of a major operational milestone: 👉 Its first full-scale commercial facility (Calgary) is expected to begin operations by mid-25. 🚨 That said lets be clear: This is a HIGH RISK / HIGH REWARD setup. Its not for everyone PD: This is another great stock I discovered thanks to"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1939664150407315904) 2025-06-30 12:35:45 UTC XXX followers, 10.2K engagements "Today I added a few more shares of $ROOF.V $ROOOF which now represents XX% of my combined portfolios. IMO if it holds around C$0.33 finding support at the 200-day SMA and the XXXXX Fibonacci retracement we could be setting up for wave X with a potential price target of C$0.62 (+90%)"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1945489879279747228) 2025-07-16 14:25:07 UTC XXX followers, 1092 engagements "$ROOF.V $ROOOF I havent fully read the release yet but this is huge news 🤯 The long wait is finally over now its all about validating the unit economics and scale"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1943292875552493623) 2025-07-10 12:55:00 UTC XXX followers, 1551 engagements "$AL2SI.PA #AL2SI continues to soar since my post a few days ago (+40%) and IMO its still way undervalued. Lets break it down: 🎯 If they hit their jun'26 target of 300M in revenue with XX% EBITDA margin (36M EBITDA) what could the stock be worth NTM EV/EBITDA scenarios: ✔ 10x 18/share (+93%) ✔ 15x 27/share (+192%) ✔ 20x 37/share (+291%) 🤷♂ Surely not the 5x multiple it trades at today. This is a company: ✅ Growing revenue at 40%+ ✅ Expanding margins ✅ Low leverage ✅ Operating in a hot niche: high-performance & energy-efficient servers and IT hardware 📊 For context: $SMCI a retail favourite"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1945467254314815987) 2025-07-16 12:55:13 UTC XXX followers, XXX engagements "Currently my Top X holdings make up XX% of my combined portfolio: X $ROOF.V $ROOOF XX% X $MIND XX% X $AL2SI.PA #AL2SI XX% X $NCI.V XX% X $ZOMD.V X% Each of these names IMO is in a very solid position both fundamentally and technically and could be just X or X press releases away from triggering a nice steady rally. Lets break it down case by case and Ill share why I currently feel so strongly about each one. 🚨This is not financial advice 🧵 1/6"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1946177388335005994) 2025-07-18 11:57:02 UTC XXX followers, 4220 engagements "$ROOF.V $ROOOF 🥲 🗣 A Mills: This video update is the most important one in the Company's history" 🗣 "The asphalt produced in Calgary is the highest quality we have ever produced demonstrating that our technology works which is an important step in de-risking the business.From here we will increase production levels to not only meet the ERA Milestone X threshold but move beyond that to name plate capacity for the Facility. It is with great pride that we make this announcement and I wish to thank everyone involved to this point in delivering such an outstanding outcome both for Northstar and"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1943326024584040669) 2025-07-10 15:06:44 UTC XXX followers, 1237 engagements "$MIND looks like we may be entering Wave X with a potential price target around $XX (+58%) 🔥🔥 All we need is a single catalyst to accelerate the move Q2 earnings could be exactly that. ✅ Technicals & fundamentals seem to be lining up nicely"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1945918313382437087) 2025-07-17 18:47:33 UTC XXX followers, 1329 engagements "$DTST disclosure: I closed the trade at $XXXX locking in a +21% gain today. There is still way to run but remaining arbitrage up to what I estimate could be the tender offer price no longer looked attractive for me. Im now back in cash ready to deploy into the next opportunity"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1945548740187628012) 2025-07-16 18:19:00 UTC XXX followers, XXX engagements "$ROOF.V $ROOOF good interview. Not much new for those of us closely following the company but it does sound like the first U.S. location might be announced soon My conviction is high it currently represents XX% of my combined portfolios"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1945873379010937152) 2025-07-17 15:49:00 UTC XXX followers, XXX engagements "$OSCR As expected $CNC results werent company-specific they reflect a broader shift in the ACA space and thats impacting Oscar too. Ill share a more detailed post soon but in my view this investment is now purely speculative and technical at least for the rest of this year. 👉 I currently dont hold any shares and dont expect to re-enter in the coming months"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1947737899249627485) 2025-07-22 19:17:57 UTC XXX followers, 1408 engagements "Not really most asphalt shingle recycling today is just mechanical grinding. $ROOF.V $ROOOF is the first to fully separate components (bitumen aggregate fibres) using a patented thermo-chemical process. The closest potential competitor is $SKYQ (Sky Quarry) using solvents but they havent built a pilot plant yet. IMO commercial output would not be before XX years away (if they get there) by which time Northstar should be well ahead in scale and market position"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1943553004030005514) 2025-07-11 06:08:40 UTC XXX followers, XXX engagements "$ROOF.V $ROOOF The company has recently completed the commissioning of its first-ever commercial facility in Calgary and has now started operations with high-quality liquid asphalt already being produced. This is a major milestone that significantly de-risks the business. The market seems it hasnt yet reacted to it. ✒ Full thesis breakdown here 👇 Technical View IMO if it holds around C$0.33 finding support at the 200-day SMA and the XXXXX Fib retracement we could be setting up for wave X with a potential price target of C$0.62 (+90%) 🎯 Key Potential Catalysts Ahead: - Ramping up to XX tpd"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1946177391581336051) 2025-07-18 11:57:03 UTC XXX followers, XXX engagements "✅ Added more shares of $ROOOF today $ROOF.V now represents XX% of my combined portfolios"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1944878067828347377) 2025-07-14 21:54:00 UTC XXX followers, 1932 engagements "$DTST big news from the company yeasterday after-hours ❌ To be honest Im a bit frustrated with myself for being out of the position (I was planning to re-enter in Q4 on potential EU expansion news) ✅ But Im genuinely proud that the thesis is finally playing out FirstClouds value is being unlocked. Congrats to the ones that hold 🤷🏻♂ Is there still room for upside Heres what we know (if the deal is approved): 🖊 They will receive $40M in cash minus $1.5M in expenses - net proceeds of $38.5M 🖊 The company intends to launch a tender offer for up to XX% of outstanding shares 🖊 After-hours"  [@jpmontero88](/creator/x/jpmontero88) on [X](/post/tweet/1945353048269709700) 2025-07-16 05:21:24 UTC XXX followers, 1161 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.]
@jpmontero88 Juan Pablo Montero
Juan Pablo Montero posts on X about $rooof, $roofv, $mind, investment the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +21%
- X Month XXXXXX -XXXX%
- X Months XXXXXX -XX%
- X Year XXXXXXX +22,486%
Mentions: XX #
Followers: XXX #
- X Week XXX +5.50%
- X Month XXX +30%
- X Months XXX +175%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance cryptocurrencies stocks currencies
Social topic influence $rooof, $roofv, $mind, investment, $40m, $dtst, $oscr #170, $11m, $7846t, $55m
Top assets mentioned Mind (MND) Oscar Health, Inc. (OSCR) Centene Corp (CNC) StoneCo Ltd. Class A Common Shares (STNE) PagSeguro Digital Ltd. (PAGS)
Top Social Posts #
Top posts by engagements in the last XX hours
"Today I added more shares of $NXSN to my position now X% of my portfolio Alongside $MTEK these are currently my top two picks in the defense micro-cap space. I was expecting a pullback after its massive rally this year but it looks like nothing will slow it down before reaching my wave X target at ILS 14780"
@jpmontero88 on X 2025-06-15 07:32:36 UTC XXX followers, 2139 engagements
"🤝 CONCLUSION IMO $ROOF.V $ROOOF offers a combination of first-mover advantage potential scalable unit economics and a business model aligned with sustainability tailwinds. The company has already: ✅ Proven its tech through a pilot ✅ Secured strategic backing (TAMKO CVW) ✅ Built its first commercial facility (Calgary) ✅ Structured a replicable modular plant model ✅ Begun unlocking non-dilutive subsidies While the capital structure still reflects its startup journey (convertible debentures warrants and modest cash on hand) if execution continues as planned Northstar could evolve into a" @jpmontero88 on X 2025-06-30 12:35:52 UTC XXX followers, XXX engagements
"$MIND remember the $1114/share fair value (+54%96%) I mentioned in the post bellow doesn't include the potential value of the NOLs which could add another $23/share. That brings the total fair value range to $1317/share vs the current share price of $XXXX (+80%138%)" @jpmontero88 on X 2025-07-16 10:37:50 UTC XXX followers, 4589 engagements
"$ROOF.V $ROOOF has reached Milestone X under its ERA agreement and received C$3.9 million in funding. This brings total funding received from ERA to C$5.2 million to date. 🔥🔥 Approximately C$1.9 million remains available under the grant pending the achievement of commissioning and operational milestones" @jpmontero88 on X 2025-05-05 19:34:42 UTC XXX followers, 4664 engagements
"$MIND In Q1 revenue dropped XX% QoQ to $7.9M but heres the catch: $5.5M in shipments were delayed not canceled. These orders are expected to be delivered in Q2 potentially setting up a strong rebound. Add to that the hidden NOL asset worth $2$3/share if they manage to unlock it this remains a very asymmetrical setup. ✒ Full thesis breakdown here 👇 Technical View Wave X seems to have completed around the XXXXX Fib retracement right at the confluence of the 50- and 150-day SMAs. If confirmed we may be entering Wave X with a potential price target of $XX (+58%). 🎯 Key Potential Catalysts" @jpmontero88 on X 2025-07-18 11:57:04 UTC XXX followers, XXX engagements
"Well done Jorge another top-tier call for MS clients Despite the short-term pressure triggered by his excellent Underweight downgrade back in Sep XX $STNE is now up +46% and trading XXX% above his price target 👏🏻 Chapeau 😜 . never trust analysts they dont have your same incentives" @jpmontero88 on X 2025-07-09 18:01:43 UTC XXX followers, XXX engagements
"$DTST I dont see the tender offer coming in below $6/share. Lets break it down: X Theyre selling CloudFirst for $40M. Around $1.5M goes into escrow and assuming most of it is taxable (given it was built in-house) theyll likely pay XX% in taxes - Net cash from the deal: $30M X DTST already has $10M in net cash. So post-transaction theyll sit on $40M in total cash. X I dont expect them to use all of it in the tender but with Nexxis being a much smaller theyll probably use more than the proceeds from the sale. Lets assume they allocate $35M keeping $5M on hand. Seems fair X There are 7.1M shares" @jpmontero88 on X 2025-07-16 17:01:48 UTC XXX followers, 1333 engagements
"$OSCR heres my view Ive been talking for a while now about the key risks Oscar might face going forward: X Potential rollback or expiry of ACA enhanced subsidies But after $CNC s results and the wipeout of their 2025 guidance X new risks emerged which we initially didnt know if they were company-specific or industry-wide: X A sharp increase in medical costs (leading to MLR deterioration) X Early signs of slowing ACA subscriber growth across the sector So where do things stand now after Oscar pre- Q2 results & FY25 guidance adjustments 🔹 Risk #1 (subsidy rollback): Still uncertain well have" @jpmontero88 on X 2025-07-22 21:10:52 UTC XXX followers, XXX engagements
"📌 $ROOF.V $ROOOF additional Insights to my all-in-one Investment Thesis 🦅COMPETITION Currently there is no real competition most asphalt shingle recycling today is just mechanical grinding. Northstar is the first to fully separate components (bitumen aggregate fibres) using a patented thermo-chemical process. The closest potential competitor is $SKYQ (Sky Quarry) using solvents but they havent built a pilot plant yet. IMO commercial output would not be before XX years away (if they get there) by which time Northstar should be well ahead in scale and market position. Also if Northstar" @jpmontero88 on X 2025-07-14 14:30:12 UTC XXX followers, 3796 engagements
"Im an investor in $ROOF.V $ROOOF and while Ive been commenting a lot lately I just realized Ive never actually shared a full post with the investment thesis. So here we go. Along with $ADUR Northstar is X of only X pre-revenue companies in my portfolio. But unlike many early-stage ventures this one is on the verge of a major operational milestone: 👉 Its first full-scale commercial facility (Calgary) is expected to begin operations by mid-25. 🚨 That said lets be clear: This is a HIGH RISK / HIGH REWARD setup. Its not for everyone PD: This is another great stock I discovered thanks to" @jpmontero88 on X 2025-06-30 12:35:45 UTC XXX followers, 10.2K engagements
"Today I added a few more shares of $ROOF.V $ROOOF which now represents XX% of my combined portfolios. IMO if it holds around C$0.33 finding support at the 200-day SMA and the XXXXX Fibonacci retracement we could be setting up for wave X with a potential price target of C$0.62 (+90%)" @jpmontero88 on X 2025-07-16 14:25:07 UTC XXX followers, 1092 engagements
"$ROOF.V $ROOOF I havent fully read the release yet but this is huge news 🤯 The long wait is finally over now its all about validating the unit economics and scale" @jpmontero88 on X 2025-07-10 12:55:00 UTC XXX followers, 1551 engagements
"$AL2SI.PA #AL2SI continues to soar since my post a few days ago (+40%) and IMO its still way undervalued. Lets break it down: 🎯 If they hit their jun'26 target of 300M in revenue with XX% EBITDA margin (36M EBITDA) what could the stock be worth NTM EV/EBITDA scenarios: ✔ 10x 18/share (+93%) ✔ 15x 27/share (+192%) ✔ 20x 37/share (+291%) 🤷♂ Surely not the 5x multiple it trades at today. This is a company: ✅ Growing revenue at 40%+ ✅ Expanding margins ✅ Low leverage ✅ Operating in a hot niche: high-performance & energy-efficient servers and IT hardware 📊 For context: $SMCI a retail favourite" @jpmontero88 on X 2025-07-16 12:55:13 UTC XXX followers, XXX engagements
"Currently my Top X holdings make up XX% of my combined portfolio: X $ROOF.V $ROOOF XX% X $MIND XX% X $AL2SI.PA #AL2SI XX% X $NCI.V XX% X $ZOMD.V X% Each of these names IMO is in a very solid position both fundamentally and technically and could be just X or X press releases away from triggering a nice steady rally. Lets break it down case by case and Ill share why I currently feel so strongly about each one. 🚨This is not financial advice 🧵 1/6" @jpmontero88 on X 2025-07-18 11:57:02 UTC XXX followers, 4220 engagements
"$ROOF.V $ROOOF 🥲 🗣 A Mills: This video update is the most important one in the Company's history" 🗣 "The asphalt produced in Calgary is the highest quality we have ever produced demonstrating that our technology works which is an important step in de-risking the business.From here we will increase production levels to not only meet the ERA Milestone X threshold but move beyond that to name plate capacity for the Facility. It is with great pride that we make this announcement and I wish to thank everyone involved to this point in delivering such an outstanding outcome both for Northstar and" @jpmontero88 on X 2025-07-10 15:06:44 UTC XXX followers, 1237 engagements
"$MIND looks like we may be entering Wave X with a potential price target around $XX (+58%) 🔥🔥 All we need is a single catalyst to accelerate the move Q2 earnings could be exactly that. ✅ Technicals & fundamentals seem to be lining up nicely" @jpmontero88 on X 2025-07-17 18:47:33 UTC XXX followers, 1329 engagements
"$DTST disclosure: I closed the trade at $XXXX locking in a +21% gain today. There is still way to run but remaining arbitrage up to what I estimate could be the tender offer price no longer looked attractive for me. Im now back in cash ready to deploy into the next opportunity" @jpmontero88 on X 2025-07-16 18:19:00 UTC XXX followers, XXX engagements
"$ROOF.V $ROOOF good interview. Not much new for those of us closely following the company but it does sound like the first U.S. location might be announced soon My conviction is high it currently represents XX% of my combined portfolios" @jpmontero88 on X 2025-07-17 15:49:00 UTC XXX followers, XXX engagements
"$OSCR As expected $CNC results werent company-specific they reflect a broader shift in the ACA space and thats impacting Oscar too. Ill share a more detailed post soon but in my view this investment is now purely speculative and technical at least for the rest of this year. 👉 I currently dont hold any shares and dont expect to re-enter in the coming months" @jpmontero88 on X 2025-07-22 19:17:57 UTC XXX followers, 1408 engagements
"Not really most asphalt shingle recycling today is just mechanical grinding. $ROOF.V $ROOOF is the first to fully separate components (bitumen aggregate fibres) using a patented thermo-chemical process. The closest potential competitor is $SKYQ (Sky Quarry) using solvents but they havent built a pilot plant yet. IMO commercial output would not be before XX years away (if they get there) by which time Northstar should be well ahead in scale and market position" @jpmontero88 on X 2025-07-11 06:08:40 UTC XXX followers, XXX engagements
"$ROOF.V $ROOOF The company has recently completed the commissioning of its first-ever commercial facility in Calgary and has now started operations with high-quality liquid asphalt already being produced. This is a major milestone that significantly de-risks the business. The market seems it hasnt yet reacted to it. ✒ Full thesis breakdown here 👇 Technical View IMO if it holds around C$0.33 finding support at the 200-day SMA and the XXXXX Fib retracement we could be setting up for wave X with a potential price target of C$0.62 (+90%) 🎯 Key Potential Catalysts Ahead: - Ramping up to XX tpd" @jpmontero88 on X 2025-07-18 11:57:03 UTC XXX followers, XXX engagements
"✅ Added more shares of $ROOOF today $ROOF.V now represents XX% of my combined portfolios" @jpmontero88 on X 2025-07-14 21:54:00 UTC XXX followers, 1932 engagements
"$DTST big news from the company yeasterday after-hours ❌ To be honest Im a bit frustrated with myself for being out of the position (I was planning to re-enter in Q4 on potential EU expansion news) ✅ But Im genuinely proud that the thesis is finally playing out FirstClouds value is being unlocked. Congrats to the ones that hold 🤷🏻♂ Is there still room for upside Heres what we know (if the deal is approved): 🖊 They will receive $40M in cash minus $1.5M in expenses - net proceeds of $38.5M 🖊 The company intends to launch a tender offer for up to XX% of outstanding shares 🖊 After-hours" @jpmontero88 on X 2025-07-16 05:21:24 UTC XXX followers, 1161 engagements