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twitter account in "dormant" mode. To interact and get the latest on my trades and views https://teapawt.org/t.co/PxHm8hIJqC is the only place to get intouch

Free
Joined February 2025
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govro12 retweeted
« Si je vous ai bien compris, vous êtes en train de dire, à la prochaine fois ! » - René Levesque Gang, un élan de fierté demain , Votez Parti Québécois !! #Québec2026
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À tous ceux qui propagent de la fausse information à 48h du vote sur une supposée demande de rencontre avec les Américains, voici les faits. Merci à tous ceux qui contribuent à rectifier les faits. J'invite tous les Québécois à aller voter lundi sur la base de qui est le plus crédible et qui a présenté les meilleures idées.
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great news for $SAF.pa and $7409
TOTAL BOEING WIN AS EXPECTED. I AM LONG $BA
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laughable... most of the illegal crossings is from USA... illegal immigrants leaving usa to Canada ... yes please strenghten your border Czar USA
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an interview of CEO of Bombardier $BBD.b with the Globe - on advance proposal between $SAAB theglobeandmail.com/business… extract: more in the article ...
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discl. BBD is #2 pos, and $SAAB at top15.
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going through $TKMS slide deck Cannot help to love this map as a 🇨🇦 with reliable allies 🇩🇪🇳🇴 protecting the Arctic together
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Interesting industry landscape
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On se dirige encore sur un 52w low en octobre pour $THEP - ach’ete en octobre vend 6 mois plus tard
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Oddo BHF on $ALPER Gérard Perrier: sees 19.5m (or 5.17EPS) for 2026 or 14.4PE at current price - 74.6. My own model is bit less optimistic due to temporary issue at Aero still lingering in 2H2026. Still 2027 should be very strong imo in the 5.60 + Link: investir.lesechos.fr/conseil…
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Great follow for French hidden champions. no Cafom?
Let's go and see some nice french companies!
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Gérard Perrier $ALPER 1H2026 out EPS 2.09 +16% YoY Home run on Maintenance segment all time high oper. margin Miss on Aéronautique.. -200k no explanation from company Any info? Discl. now a top5 pos. below 76Euro
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Definitely! Back to reading annual report and press release and transcript. I have not used chatbot for stocks for 3 months now and my mind is clearer and the process makes me a better investor - more focus and and strong footing
AI chatbots give wrong answers to financial queries ‘most of the time’ @absolut_brian ft.com/content/c0cd359d-df84…
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I recently discovered the tag "web" to go Google classic
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There are 440m shares.. stock is valued around 40B so Westinghouse is worth 5/8 of the business .. the #1 uranium mining and fuel business is at discount in my opinion... could be wrong not a commodity guy.. but definetely like the westinghouse bizz-royalties on all SK PWR sales
*WESTINGHOUSE SAID TO SEEK OVER $50 BILLION VALUATION IN US IPO $CCJ owns 49% of Westinghouse. $BEP owns the rest Nuclear has totally fallen off the radar this year. Shitco’s like OKLO and SMR flew the theme too close to the sun and rightfully tanked. Maybe Westinghouse IPO brings the nuclear / uranium trade back
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I do not agree with that take! This is one slow semester mostly due to wholesale segment drop - ie customers/competitors weakness. Robertet have been overperforming in the last few years - just some consolidation Here - bought some more at 725
Robertet - Un s1 médiocre sur le plan commercial, c'est assez rare, avec une toute petite croissance en organique (+2.8%) et un recul en publié - Mais sur la rentabilité c'est encore moins bon, et une vraie anomalie sur le dossier: l'Ebitda fait -6.6%, le rés. opérationnel -11.4%
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Extract from my post on wintergems on Robertet - this co had a very strong run with EPS up 3x in the last 10yr. Would bet on historical data
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