[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.] #  @kingdomcapadv Kingdom Capital Kingdom Capital posts on X about debt, $unfi, unfi, $nlop the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1380531647829917696/interactions)  - X Week XXXXXX +16% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +80% - X Year XXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::1380531647829917696/posts_active)  - X Month XX -XX% - X Months XXX +19% - X Year XXX -XXXX% ### Followers: XXXXXX [#](/creator/twitter::1380531647829917696/followers)  - X Week XXXXXX +0.46% - X Month XXXXXX +7.20% - X Months XXXXXX +15% - X Year XXXXXX +29% ### CreatorRank: XXXXXXX [#](/creator/twitter::1380531647829917696/influencer_rank)  ### Social Influence [#](/creator/twitter::1380531647829917696/influence) --- **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [currencies](/list/currencies) [technology brands](/list/technology-brands) **Social topic influence** [debt](/topic/debt), [$unfi](/topic/$unfi), [unfi](/topic/unfi), [$nlop](/topic/$nlop), [insurance](/topic/insurance), [market cap](/topic/market-cap), [$qvcga](/topic/$qvcga), [$conn](/topic/$conn), [$400m](/topic/$400m), [$cpptl](/topic/$cpptl) **Top assets mentioned** [Unifi Protocol DAO (UNFI)](/topic/$unfi) [Credbull (CBL)](/topic/$cbl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [McKesson Corporation (MCK)](/topic/mckesson) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Encore Wire Corp (WIRE)](/topic/$wire) [BTU Protocol (BTU)](/topic/$btu) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Landwolf (WOLF)](/topic/$wolf) [SITE Centers Corp. Common Shares (SITC)](/topic/$sitc) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Calcium (CAL)](/topic/$cal) [Kontoor Brands, Inc. Common Stock (KTB)](/topic/$ktb) ### Top Social Posts [#](/creator/twitter::1380531647829917696/posts) --- Top posts by engagements in the last XX hours "$360m stalking horse bid for $CONN AR balances excluding cash and remaining store leases/inventory. Seems like it will result in full recovery for debt holders"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1842203137068728829) 2024-10-04 14:00:29 UTC 10.7K followers, 6398 engagements "Thoroughly impressed by $UNTC top-ticking their hedging in the gas market"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1943022429619552499) 2025-07-09 19:00:21 UTC 10.7K followers, 5513 engagements "@blondesnmoney But are you long $AKA for their @PrincessPolly brand on this thesis"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1945576356709900481) 2025-07-16 20:08:45 UTC 10.7K followers, 1192 engagements "The setup at $UNFI looking fantastic for next print will be lapping DC closures and cycling out Key Foods losses throughout the year while getting full benefits of efficiency improvements and adding new customer teased on yesterday's call. Street remains offsides"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1945865222415122686) 2025-07-17 15:16:36 UTC 10.7K followers, 4400 engagements "If you sold $NLOP because deal pace slowed down check back in a few months"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1943345384467701923) 2025-07-10 16:23:39 UTC 10.7K followers, 4833 engagements ""The Company estimates that the cyber incident will impact fiscal 2025 net sales by approximately $XXX to $XXX million net (loss) income by $XX to $XX million which includes the estimated tax impact and adjusted EBITDA by approximately $XX to $XX million. These estimates do not reflect the benefit of anticipated insurance proceeds which the Company expects will be adequate for the incident. The Company does not currently expect a meaningful operational or financial impact beyond the fourth quarter of fiscal 2025 aside from insurance reimbursement." $UNFI"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1945439832463057070) 2025-07-16 11:06:15 UTC 10.7K followers, 10.9K engagements "@Samurai_Capital $CRMZ - cheap on FCF B2B credit risk $GTIM - cheap on FCF net cash restaurant chain $WHLR - "interesting" REIT w/ crazy cap structure $SBSAA - $5m market cap radio broadcaster with $300m debt $NCPL - GAAP profitable start up funding platform"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1622961865033756673) 2023-02-07 14:13:56 UTC 10.7K followers, XX engagements "Q1 net cash: $30m Q2 cashflow: $15m Google (listing down): $45m McKesson (sold to $HHH): $16m JPM Dallas & PPD (both listed): $70m+ So $65m rent (ignore mortgages) remaining on $295m of EV. About a XX cap for $NLOP assuming the above"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1932461250094698985) 2025-06-10 15:34:00 UTC 10.7K followers, 14K engagements "@AggieCapitalist There's been a lot of investment in capacity expansion by these companies lately and none of it was acquiring POWL. I just see book to bill and backlog flashing warning signs that the party might be over like a classical cyclical. Could be wrong. Sometimes you find a $WIRE"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1943423605716717899) 2025-07-10 21:34:29 UTC 10.7K followers, XXX engagements "They literally guided up on sales despite a $400m hit and guided up on FCF despite not factoring in insurance benefits. Guys $UNFI is fine"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1945440897740492818) 2025-07-16 11:10:29 UTC 10.7K followers, 3080 engagements "So far $UNFI has told you: X. Insurance is expected to be sufficient X. Q4 will be impacted (duh) X. Next four quarters will be significantly ahead of street Market focused on X. Think you can make a ton of money focusing on X and 3"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1940085896768102619) 2025-07-01 16:31:37 UTC 10.7K followers, 14.4K engagements "Of the big US names: $AMR had to pause $HCC pot-committed to Blue Creek $METC Le-REE-roy Jenkins $BTU *pretends to be shocked* And $CNR is just doing buybacks through the cycle Updated thoughts:"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1945125144566931594) 2025-07-15 14:15:47 UTC 10.7K followers, 10.3K engagements "Per Siyu's numbers which are years from reality at SOC you are paying $3B for about $645m of EBITDA and about $400m of FCF This is for a single asset producer in California that is currently not selling any product and burning cash. I could also buy $CNQ ($70B MC $80B EV) which trades for 7x forward EBITDA ($12B) and should generate $8-10B of diversified FCF a year. CNQ is actively buying back shares and paying dividends. They have similar low decline assets (11% without growth investment) and their FCF conversion reflects them investing enough to grow production each year (unlike SOC which"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1933614241962934447) 2025-06-13 19:55:34 UTC 10.7K followers, 1897 engagements "@boujee_banker $MMTRS music royalties $ACTG has a large portion of IP licensing"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1927221983017648380) 2025-05-27 04:35:01 UTC 10.7K followers, XXX engagements "Stuff like $CCIF is wild. Almost XX% yield also ran an ATM in January that's going to cover a little over half of the "yield". There's a term for stuff like this"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1925968934576001389) 2025-05-23 17:35:51 UTC 10.7K followers, 4677 engagements "My interest in $ECRO got me looking at $PFX which itself has a pretty interesting portfolio tied to some small and micro names like $ASPS $THRY $CPPTL $CBL etc. and trades at a mere 0.6x book value with aggressive buybacks & insider buying"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1938335881980530874) 2025-06-26 20:37:41 UTC 10.7K followers, 5863 engagements "@ACapitalLP Still $NLOP liquidation capital returns announcement imminent Speaking of $SITC is returning capital $UNFI cyber recovery $QVCGA debt restructuring $WW and $WOLF partial shareholder recovery"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1947093755523195272) 2025-07-21 00:38:21 UTC 10.7K followers, 1727 engagements "The most entertaining outcome would be another Malone entity doing a tender for a bunch of the debt at QVC"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1945913993417175383) 2025-07-17 18:30:24 UTC 10.7K followers, 3542 engagements "@bullsbayretail @FishtownCap $X PT bump from an $8m EBITDA increase. Wonder what it'll be when they bump that estimate to $650m"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1945565974029046073) 2025-07-16 19:27:29 UTC 10.7K followers, XXX engagements "@SFarringtonBKC @valuedontlie Every other scaled distribution business can generate XXX% EBITDA margins the blocking and tackling to get there is finally being done. I expect close to $700m EBITDA next year and street is at $600"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1944180877308633437) 2025-07-12 23:43:36 UTC 10.7K followers, XXX engagements "@stoked_on_waves @blondesnmoney Id rather have $NLOP"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1944874220921692585) 2025-07-14 21:38:42 UTC 10.7K followers, XXX engagements "Lost in tariff drama is $GCO which guided through tariffs to growing FCF this year (instead of pulling guide a la $CAL $DBI) has a $59m income tax receivable from the IRS (20% of market cap) and minimal seasonal debt. New deal with $KTB this morning as well. 20%+ FCF yield"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1945133863736316272) 2025-07-15 14:50:26 UTC 10.7K followers, 3213 engagements "@blondesnmoney @stoked_on_waves Fun fact - $PFX owns $CPPTL common and $CBL debt"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1944873895087177813) 2025-07-14 21:37:25 UTC 10.7K followers, XXX engagements "@astridwilde1 You should take a look at the $UNFI situation then"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1945075245737496587) 2025-07-15 10:57:30 UTC 10.7K followers, XXX engagements "Rapidly weakening dollar is about to be a main topic on a lot of earnings calls What small/micros really benefit Who gets hurt"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1944478176333410466) 2025-07-13 19:24:58 UTC 10.7K followers, 11.4K engagements "Current market cap of $QVCGA is $25m Current trading value of $QVCGP is $80m There's no other claims on TopCo assets which at 3/31 was $241m cash & equity in LINTA and Cornerstone. Seems wrong"  [@kingdomcapadv](/creator/x/kingdomcapadv) on [X](/post/tweet/1942945238865334426) 2025-07-09 13:53:37 UTC 10.7K followers, 7252 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.]
@kingdomcapadv Kingdom Capital
Kingdom Capital posts on X about debt, $unfi, unfi, $nlop the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +16%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +80%
- X Year XXXXXXXXX -XXXX%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +19%
- X Year XXX -XXXX%
Followers: XXXXXX #
- X Week XXXXXX +0.46%
- X Month XXXXXX +7.20%
- X Months XXXXXX +15%
- X Year XXXXXX +29%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance cryptocurrencies stocks currencies technology brands
Social topic influence debt, $unfi, unfi, $nlop, insurance, market cap, $qvcga, $conn, $400m, $cpptl
Top assets mentioned Unifi Protocol DAO (UNFI) Credbull (CBL) Alphabet Inc Class A (GOOGL) McKesson Corporation (MCK) Howard Hughes Holdings Inc. (HHH) Encore Wire Corp (WIRE) BTU Protocol (BTU) Alpha Metallurgical Resources, Inc. (AMR) Warrior Met Coal, Inc. (HCC) Cornerstone Building Brands, Inc. (CNR) Canadian Natural Resources Limited (CNQ) Landwolf (WOLF) SITE Centers Corp. Common Shares (SITC) WW International, Inc. Common Stock (WW) Calcium (CAL) Kontoor Brands, Inc. Common Stock (KTB)
Top Social Posts #
Top posts by engagements in the last XX hours
"$360m stalking horse bid for $CONN AR balances excluding cash and remaining store leases/inventory. Seems like it will result in full recovery for debt holders"
@kingdomcapadv on X 2024-10-04 14:00:29 UTC 10.7K followers, 6398 engagements
"Thoroughly impressed by $UNTC top-ticking their hedging in the gas market" @kingdomcapadv on X 2025-07-09 19:00:21 UTC 10.7K followers, 5513 engagements
"@blondesnmoney But are you long $AKA for their @PrincessPolly brand on this thesis" @kingdomcapadv on X 2025-07-16 20:08:45 UTC 10.7K followers, 1192 engagements
"The setup at $UNFI looking fantastic for next print will be lapping DC closures and cycling out Key Foods losses throughout the year while getting full benefits of efficiency improvements and adding new customer teased on yesterday's call. Street remains offsides" @kingdomcapadv on X 2025-07-17 15:16:36 UTC 10.7K followers, 4400 engagements
"If you sold $NLOP because deal pace slowed down check back in a few months" @kingdomcapadv on X 2025-07-10 16:23:39 UTC 10.7K followers, 4833 engagements
""The Company estimates that the cyber incident will impact fiscal 2025 net sales by approximately $XXX to $XXX million net (loss) income by $XX to $XX million which includes the estimated tax impact and adjusted EBITDA by approximately $XX to $XX million. These estimates do not reflect the benefit of anticipated insurance proceeds which the Company expects will be adequate for the incident. The Company does not currently expect a meaningful operational or financial impact beyond the fourth quarter of fiscal 2025 aside from insurance reimbursement." $UNFI" @kingdomcapadv on X 2025-07-16 11:06:15 UTC 10.7K followers, 10.9K engagements
"@Samurai_Capital $CRMZ - cheap on FCF B2B credit risk $GTIM - cheap on FCF net cash restaurant chain $WHLR - "interesting" REIT w/ crazy cap structure $SBSAA - $5m market cap radio broadcaster with $300m debt $NCPL - GAAP profitable start up funding platform" @kingdomcapadv on X 2023-02-07 14:13:56 UTC 10.7K followers, XX engagements
"Q1 net cash: $30m Q2 cashflow: $15m Google (listing down): $45m McKesson (sold to $HHH): $16m JPM Dallas & PPD (both listed): $70m+ So $65m rent (ignore mortgages) remaining on $295m of EV. About a XX cap for $NLOP assuming the above" @kingdomcapadv on X 2025-06-10 15:34:00 UTC 10.7K followers, 14K engagements
"@AggieCapitalist There's been a lot of investment in capacity expansion by these companies lately and none of it was acquiring POWL. I just see book to bill and backlog flashing warning signs that the party might be over like a classical cyclical. Could be wrong. Sometimes you find a $WIRE" @kingdomcapadv on X 2025-07-10 21:34:29 UTC 10.7K followers, XXX engagements
"They literally guided up on sales despite a $400m hit and guided up on FCF despite not factoring in insurance benefits. Guys $UNFI is fine" @kingdomcapadv on X 2025-07-16 11:10:29 UTC 10.7K followers, 3080 engagements
"So far $UNFI has told you: X. Insurance is expected to be sufficient X. Q4 will be impacted (duh) X. Next four quarters will be significantly ahead of street Market focused on X. Think you can make a ton of money focusing on X and 3" @kingdomcapadv on X 2025-07-01 16:31:37 UTC 10.7K followers, 14.4K engagements
"Of the big US names: $AMR had to pause $HCC pot-committed to Blue Creek $METC Le-REE-roy Jenkins $BTU pretends to be shocked And $CNR is just doing buybacks through the cycle Updated thoughts:" @kingdomcapadv on X 2025-07-15 14:15:47 UTC 10.7K followers, 10.3K engagements
"Per Siyu's numbers which are years from reality at SOC you are paying $3B for about $645m of EBITDA and about $400m of FCF This is for a single asset producer in California that is currently not selling any product and burning cash. I could also buy $CNQ ($70B MC $80B EV) which trades for 7x forward EBITDA ($12B) and should generate $8-10B of diversified FCF a year. CNQ is actively buying back shares and paying dividends. They have similar low decline assets (11% without growth investment) and their FCF conversion reflects them investing enough to grow production each year (unlike SOC which" @kingdomcapadv on X 2025-06-13 19:55:34 UTC 10.7K followers, 1897 engagements
"@boujee_banker $MMTRS music royalties $ACTG has a large portion of IP licensing" @kingdomcapadv on X 2025-05-27 04:35:01 UTC 10.7K followers, XXX engagements
"Stuff like $CCIF is wild. Almost XX% yield also ran an ATM in January that's going to cover a little over half of the "yield". There's a term for stuff like this" @kingdomcapadv on X 2025-05-23 17:35:51 UTC 10.7K followers, 4677 engagements
"My interest in $ECRO got me looking at $PFX which itself has a pretty interesting portfolio tied to some small and micro names like $ASPS $THRY $CPPTL $CBL etc. and trades at a mere 0.6x book value with aggressive buybacks & insider buying" @kingdomcapadv on X 2025-06-26 20:37:41 UTC 10.7K followers, 5863 engagements
"@ACapitalLP Still $NLOP liquidation capital returns announcement imminent Speaking of $SITC is returning capital $UNFI cyber recovery $QVCGA debt restructuring $WW and $WOLF partial shareholder recovery" @kingdomcapadv on X 2025-07-21 00:38:21 UTC 10.7K followers, 1727 engagements
"The most entertaining outcome would be another Malone entity doing a tender for a bunch of the debt at QVC" @kingdomcapadv on X 2025-07-17 18:30:24 UTC 10.7K followers, 3542 engagements
"@bullsbayretail @FishtownCap $X PT bump from an $8m EBITDA increase. Wonder what it'll be when they bump that estimate to $650m" @kingdomcapadv on X 2025-07-16 19:27:29 UTC 10.7K followers, XXX engagements
"@SFarringtonBKC @valuedontlie Every other scaled distribution business can generate XXX% EBITDA margins the blocking and tackling to get there is finally being done. I expect close to $700m EBITDA next year and street is at $600" @kingdomcapadv on X 2025-07-12 23:43:36 UTC 10.7K followers, XXX engagements
"@stoked_on_waves @blondesnmoney Id rather have $NLOP" @kingdomcapadv on X 2025-07-14 21:38:42 UTC 10.7K followers, XXX engagements
"Lost in tariff drama is $GCO which guided through tariffs to growing FCF this year (instead of pulling guide a la $CAL $DBI) has a $59m income tax receivable from the IRS (20% of market cap) and minimal seasonal debt. New deal with $KTB this morning as well. 20%+ FCF yield" @kingdomcapadv on X 2025-07-15 14:50:26 UTC 10.7K followers, 3213 engagements
"@blondesnmoney @stoked_on_waves Fun fact - $PFX owns $CPPTL common and $CBL debt" @kingdomcapadv on X 2025-07-14 21:37:25 UTC 10.7K followers, XXX engagements
"@astridwilde1 You should take a look at the $UNFI situation then" @kingdomcapadv on X 2025-07-15 10:57:30 UTC 10.7K followers, XXX engagements
"Rapidly weakening dollar is about to be a main topic on a lot of earnings calls What small/micros really benefit Who gets hurt" @kingdomcapadv on X 2025-07-13 19:24:58 UTC 10.7K followers, 11.4K engagements
"Current market cap of $QVCGA is $25m Current trading value of $QVCGP is $80m There's no other claims on TopCo assets which at 3/31 was $241m cash & equity in LINTA and Cornerstone. Seems wrong" @kingdomcapadv on X 2025-07-09 13:53:37 UTC 10.7K followers, 7252 engagements