#Notarec - Twitter Hashtag

BabyKangaroo @Sense0fNonsense

almost 3 years ago

$kaspi breaks $100. They truly deserve it. #notARec #DYODD

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BabyKangaroo @Sense0fNonsense

almost 3 years ago

#kino kinovo plc with a ridiculous tender offer which i will vote against. Be sure if the offer stands at 56, the company worth at least twice. Won't sold under 100p a share. #notarec #dyodd

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Adi Soglowek

@pbcinc

about 3 years ago

9. For long-term holders this is likely another noisy event that will blow over. In fact, the share price has already started to correct, so do not blink. #Long. #Notarec.

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Adi Soglowek

@pbcinc

over 3 years ago

This 1st Q for 2023 is likely going to be a critical hint the turnaround has finally turned - if it turned indeed (no guarantees given). If so, likely the course is set for higher prices. It is going to be interesting for sure. #Long #notarec

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Adi Soglowek

@pbcinc

over 3 years ago

$OTL.OL is trading for less than 4 times 2022(!) EV/Ebitda, so I guess Mr market is saying it will never grow. Reach your own conclusions (and check the comps while you are at it). #Long #notarec

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Adi Soglowek

@pbcinc

over 4 years ago

$NPK.TO primer "Getting close to a tipping point happening". "Very unusual results for 3Q2021" 2.5M Ton PA coming online 2022. Global shortage and high prices as customer acquisition mechanism. "5-10$ range" #Inflection_point #Agro_Tech #Long #Notarec https://t.co/Exko7tHFTK

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KANS Capital - Mind The Gap @KansCapital

over 4 years ago

#Nifty #Nifty50 #Sensex #investing Time to nibble quality bluechips ? all three are part of #Sensex30 / #Nifty50 #HINDUNILVR ₹2349 #TATASTEEL ₹1173 #ITC ₹ 231 25 Nov 2021 Closing Price Approx. #notarec #Justaopinion

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Adi Soglowek

@pbcinc

over 4 years ago

It’s arguably much easier finding a good idea than holding it, sitting on your hands and making a lot of money holding it. $CTT blasts higher. #long #notarec

Adi Soglowek

@pbcinc

almost 5 years ago

We did warn to watch out above. $CTT

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Adi Soglowek

@pbcinc

almost 5 years ago

@Noersterud @ToSuccess08 My crystal ball is broken at this time, so the 6m forecasting is out of service, sorry. Within 2-3 years, a good likelihood your lovely wife will be very happy with her smart husband. #Long #Notarec!

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Adi Soglowek

@pbcinc

almost 5 years ago

$SHVA.TA management change benefits start to become visible. So much to do for Israel's payment ecosystem. I risk guessing the thesis is about to become significantly more interesting. #Long #Notarec

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Sergi @mascarosergi

almost 5 years ago

PBX is "the biggest" monster I've seen. Deeply misunderstood & undervalued, while growing very big - but just the beginning. Certainly exciting. Let's see what happens, maybe they will fail, but that's how I see it now. I've invested my last two payrolls. #skininthegame #notarec

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Sergi @mascarosergi

almost 5 years ago

@pbcinc Yeah. If they finally uplist during Q4 2021, a rerating is granted. And if they get their short-term aspirational run-rate of 2originations/dealer and 1k active dealers onboarded during H2 '22, CAD 4 might be conservative. #makingsofamultibagger #notarec

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Adi Soglowek

@pbcinc

about 5 years ago

@Mitush7W I do not provide advice. But for what’s it worth, I’m not selling. As always DYODD, #long #notarec

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Adi Soglowek

@pbcinc

about 5 years ago

Great thread covering $EPSIL.AT. #long #notarec.

mavix @mavix_leon

about 5 years ago

Epsilon Net Group $EPSIL 🇬🇷 ▫️rapidly growing group that has been a benchmark in software development for >20 years ▫️Greek market leader in accounting office, HR & Payroll system market ▫️65 % owned by Founder & CEO ▫️110 % growth in Q1 ▫️low valuation & profitable Thread ⬇️

mavix_leon's tweet photo. Epsilon Net Group $EPSIL 🇬🇷

▫️rapidly growing group that has been a benchmark in software development for >20 years
▫️Greek market leader in accounting office, HR & Payroll system market
▫️65 % owned by Founder & CEO
▫️110 % growth in Q1
▫️low valuation & profitable

Thread ⬇️ https://t.co/u8N61fmXmT

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Adi Soglowek

@pbcinc

about 5 years ago

Scouring the globe for the best businesses in the world. $EPSIL.GR's unknown, undiscovered, mission-critical software gem, run by a passionate, aggressive owner operator. incredible economics & massive opportunity trading at a funny valuation! #Long, #notarec. Let's go to Greece

Mark Sharogradsky

@SharogradskyM

about 5 years ago

New thread 🙏🙏🙏 Epsilon Net (https://t.co/z4FNWsmby0) MC ~ 110M€ No Debt Wage and payroll software at Greece is almost monopoly by Epsilon Net. Attractive Unit Economics with 60% of Rev is recurrent 40% of Greece companies without any software.

SharogradskyM's tweet photo. New thread 🙏🙏🙏 Epsilon Net (https://t.co/z4FNWsmby0) MC ~ 110M€ No Debt
Wage and payroll software at Greece is almost monopoly by Epsilon Net. Attractive Unit Economics with 60% of Rev is recurrent
40% of Greece companies without any software. https://t.co/VQsfcx3mA1

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Adi Soglowek

@pbcinc

about 5 years ago

In the background the resolution of the $SHVA.TA #MASAB issue is progressing well, and we will have a new CEO which we suspect is a very good fit for the tasks at hand. The stock went ~7% ⬆️ on a 1$ USD today in appreciation of these fantastic results. #Long #Notarec

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Adi Soglowek

@pbcinc

about 5 years ago

@Mitush7W While dear statistically, it’s TAM expansion, model, management caliber drive an enormous Optionality value. Investors selling such businesses on strict valuation parameters tend to morn their short sighted sell decision as the years pass. #long #notarec

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Adi Soglowek

@pbcinc

about 5 years ago

$TLSY.TA pitch in English here: https://t.co/ysx3wqSFuG $CLAB.TA pitch in Hebrew (hello google translate) here: https://t.co/HDt1eHjwBd #long #notarec

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Adi Soglowek

@pbcinc

over 5 years ago

It seems like the CA was given a path to back down from asking for something that can not be done. The form of the approved arrangement hints at the final form of the separation, which is favorable for $SHVA.TA #long #notarec

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Adi Soglowek

@pbcinc

over 5 years ago

$NPK.TO CEO provides impressive visibility to shareholders, and following requests, releases the most important variable to understand the business and where it is going: Recurring Sales breakdown. One of the underappreciated ones. Kudos. #long #notarec.

pbcinc's tweet photo. $NPK.TO CEO provides impressive visibility to shareholders, and following requests, releases the most important variable to understand the business and where it is going: Recurring Sales breakdown. One of the underappreciated ones. Kudos. #long #notarec. https://t.co/GxBuVhPKMn

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