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# ![@kab604 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1334480223950270464.png) @kab604 kab60

kab60 posts on X about tariffs, strong, cash flow, flow the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1334480223950270464/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334480223950270464/c:line/m:interactions.svg)

- X Week XXXXX +59%
- X Month XXXXXX -XX%
- X Months XXXXXX +218%
- X Year XXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1334480223950270464/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334480223950270464/c:line/m:posts_active.svg)

- X Month XX -XX%
- X Months XXX +49%
- X Year XXX -XX%

### Followers: XXXXX [#](/creator/twitter::1334480223950270464/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334480223950270464/c:line/m:followers.svg)

- X Week XXXXX +0.68%
- X Month XXXXX +0.90%
- X Months XXXXX +6.90%
- X Year XXXXX +14%

### CreatorRank: undefined [#](/creator/twitter::1334480223950270464/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334480223950270464/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXX%

**Social topic influence**
[tariffs](/topic/tariffs) #738, [strong](/topic/strong) 7.41%, [cash flow](/topic/cash-flow) 7.41%, [flow](/topic/flow) 7.41%, [$imcd](/topic/$imcd) 3.7%, [$aze](/topic/$aze) 3.7%, [$bnr](/topic/$bnr) 3.7%, [the big](/topic/the-big) 3.7%, [brazil](/topic/brazil) 3.7%, [$wrb](/topic/$wrb) XXX%

**Top accounts mentioned or mentioned by**
[@upslopecapital](/creator/undefined) [@jefke00](/creator/undefined) [@victaurs](/creator/undefined) [@lhamtil](/creator/undefined) [@autosanalyst](/creator/undefined) [@bonhoefferkds](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@francoolivera](/creator/undefined) [@shmilylt](/creator/undefined) [@jerrycap](/creator/undefined) [@mrneutralman](/creator/undefined) [@ellliotttb](/creator/undefined) [@mr_neutral_man](/creator/undefined)

**Top assets mentioned**
[W R Berkley Corp (WRB)](/topic/$wrb) [Klarna Group (KLAR)](/topic/klarna)
### Top Social Posts
Top posts by engagements in the last XX hours

"When speciality chemicals hot again $IMCD disappointed (again) yesterday $AZE not exactly looking hot today either but expectations probably rather low"  
[X Link](https://x.com/kab604/status/1950799150095700203)  2025-07-31T06:02Z 1784 followers, 1813 engagements


"Oil producers operating in Brazil oppose a proposed merger between Subsea X & Saipem two Ashtead Tech customers. AT mngmt said they don't mind the deal but I'd prefer if it gets nixed:"  
[X Link](https://x.com/kab604/status/1996132771744321731)  2025-12-03T08:21Z 1785 followers, XXX engagements


"Ashtead Tech adj. EPS up XX% move from AIMmain early Oct. After a weak Q2 (stop-work in US wind tariffs uncertainty) activity is picking up. Used to be dearly valued now trading like a shitco despite DD growth & XX% ROIC strong customer backlog & X% forecast mkt growth"  
[X Link](https://x.com/kab604/status/1960229190596210698)  2025-08-26T06:33Z 1785 followers, 6428 engagements


"I don't get Ashtead Tech. Anywhere I look customers/subsea suppliers talk about strength: Hunting PLC "Subsea . with a robust market outlook to 2028." TechnipFMC: "Subsea services was particularly robust representing one of the highest quarterly inbound levels ever achieved.""  
[X Link](https://x.com/kab604/status/1981284246846091629)  2025-10-23T08:59Z 1785 followers, 7469 engagements


"Beazley sold off XX% on lowered GWP outlook BUT increased profitability (CR XX% in H2). Very interesting CMD as well. Trades 1.35xTBV vs. 3x for $WRB (great co). $6.2B gets one 12B in ST fixed income AND one of the best underwriting outfits around with great alignment:"  
[X Link](https://x.com/kab604/status/1993960294268457087)  2025-11-27T08:29Z 1785 followers, XXX engagements


""The BOD want to see a return to the way Ball was. That's a message that's very clear to us and that means being an excellent allocator of capital. It means delivering EVA dollars. It means treating people with dignity and respect." -- What did old CEO do 😆"  
[X Link](https://x.com/kab604/status/1996540791423160642)  2025-12-04T11:23Z 1785 followers, XXX engagements


""We've got to grow our sales. We've got targets out there to grow the enterprise at X% to 3%. We've got to grow our operating earnings at twice the rate of our sales. We've got to grow our earnings per share XX% to XX% per year. And then we really got to maximize free cash flow""  
[X Link](https://x.com/kab604/status/1996541042699665442)  2025-12-04T11:24Z 1784 followers, XXX engagements


"It's also funny how $TEP.PA got wacked on Klarna laying off customer service agents whereas it seems to matter little to sentiment that Klarna did a XXX as their customers hated autocomplete bots"  
[X Link](https://x.com/kab604/status/1968247955045089320)  2025-09-17T09:37Z 1784 followers, 2926 engagements


"@victaurs At a 15-20% FCF yield basically going to buybacks you get a lot of EPS growth BEFORE factoring in +MSD rev growth + margin expansion. Don't need a rerating to do well probably do get one if it doesn't collapse"  
[X Link](https://x.com/kab604/status/1996682078851871198)  2025-12-04T20:44Z 1782 followers, XXX engagements


"@UpslopeCapital @Mr_Neutral_Man"  
[X Link](https://x.com/kab604/status/1996975412681785529)  2025-12-05T16:10Z 1784 followers, XXX engagements


"Going through the investor day presentation (2024) I can appreciate the criticism. It's absolutely full of fluff around 'sustainability innovation & diversity' you wouldn't think it was a can-maker. Think proper mgnmt can get some SG&A leverage by cutting managers"  
[X Link](https://x.com/kab604/status/1996978860970135632)  2025-12-05T16:23Z 1784 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@kab604 Avatar @kab604 kab60

kab60 posts on X about tariffs, strong, cash flow, flow the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

Engagements Line Chart

  • X Week XXXXX +59%
  • X Month XXXXXX -XX%
  • X Months XXXXXX +218%
  • X Year XXXXXXX -XX%

Mentions: X #

Mentions Line Chart

  • X Month XX -XX%
  • X Months XXX +49%
  • X Year XXX -XX%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.68%
  • X Month XXXXX +0.90%
  • X Months XXXXX +6.90%
  • X Year XXXXX +14%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence finance XXXXX% stocks XXXX% countries XXX%

Social topic influence tariffs #738, strong 7.41%, cash flow 7.41%, flow 7.41%, $imcd 3.7%, $aze 3.7%, $bnr 3.7%, the big 3.7%, brazil 3.7%, $wrb XXX%

Top accounts mentioned or mentioned by @upslopecapital @jefke00 @victaurs @lhamtil @autosanalyst @bonhoefferkds @billbrewstertbb @francoolivera @shmilylt @jerrycap @mrneutralman @ellliotttb @mr_neutral_man

Top assets mentioned W R Berkley Corp (WRB) Klarna Group (KLAR)

Top Social Posts

Top posts by engagements in the last XX hours

"When speciality chemicals hot again $IMCD disappointed (again) yesterday $AZE not exactly looking hot today either but expectations probably rather low"
X Link 2025-07-31T06:02Z 1784 followers, 1813 engagements

"Oil producers operating in Brazil oppose a proposed merger between Subsea X & Saipem two Ashtead Tech customers. AT mngmt said they don't mind the deal but I'd prefer if it gets nixed:"
X Link 2025-12-03T08:21Z 1785 followers, XXX engagements

"Ashtead Tech adj. EPS up XX% move from AIMmain early Oct. After a weak Q2 (stop-work in US wind tariffs uncertainty) activity is picking up. Used to be dearly valued now trading like a shitco despite DD growth & XX% ROIC strong customer backlog & X% forecast mkt growth"
X Link 2025-08-26T06:33Z 1785 followers, 6428 engagements

"I don't get Ashtead Tech. Anywhere I look customers/subsea suppliers talk about strength: Hunting PLC "Subsea . with a robust market outlook to 2028." TechnipFMC: "Subsea services was particularly robust representing one of the highest quarterly inbound levels ever achieved.""
X Link 2025-10-23T08:59Z 1785 followers, 7469 engagements

"Beazley sold off XX% on lowered GWP outlook BUT increased profitability (CR XX% in H2). Very interesting CMD as well. Trades 1.35xTBV vs. 3x for $WRB (great co). $6.2B gets one 12B in ST fixed income AND one of the best underwriting outfits around with great alignment:"
X Link 2025-11-27T08:29Z 1785 followers, XXX engagements

""The BOD want to see a return to the way Ball was. That's a message that's very clear to us and that means being an excellent allocator of capital. It means delivering EVA dollars. It means treating people with dignity and respect." -- What did old CEO do 😆"
X Link 2025-12-04T11:23Z 1785 followers, XXX engagements

""We've got to grow our sales. We've got targets out there to grow the enterprise at X% to 3%. We've got to grow our operating earnings at twice the rate of our sales. We've got to grow our earnings per share XX% to XX% per year. And then we really got to maximize free cash flow""
X Link 2025-12-04T11:24Z 1784 followers, XXX engagements

"It's also funny how $TEP.PA got wacked on Klarna laying off customer service agents whereas it seems to matter little to sentiment that Klarna did a XXX as their customers hated autocomplete bots"
X Link 2025-09-17T09:37Z 1784 followers, 2926 engagements

"@victaurs At a 15-20% FCF yield basically going to buybacks you get a lot of EPS growth BEFORE factoring in +MSD rev growth + margin expansion. Don't need a rerating to do well probably do get one if it doesn't collapse"
X Link 2025-12-04T20:44Z 1782 followers, XXX engagements

"@UpslopeCapital @Mr_Neutral_Man"
X Link 2025-12-05T16:10Z 1784 followers, XXX engagements

"Going through the investor day presentation (2024) I can appreciate the criticism. It's absolutely full of fluff around 'sustainability innovation & diversity' you wouldn't think it was a can-maker. Think proper mgnmt can get some SG&A leverage by cutting managers"
X Link 2025-12-05T16:23Z 1784 followers, XXX engagements

creator/x::kab604
/creator/x::kab604