Who mentions $BW most on Surfaced?

@valuedontlie (Colin King) mentions $BW most — 11 mentions in the past 12 months.

When was $BW first mentioned on Surfaced?

The earliest tracked mention of $BW in the Surfaced archive was on Jul 21, 2025.

How many voices track $BW?

4 FinTwit voices have mentioned $BW 13 times in the past 12 months.

What kind of voices mention $BW most?

$BW is mentioned most by Long Research voices on Surfaced.

$BW — FinTwit mentions on Surfaced

@valuedontlieDec 12, 2025 · 4:19 PM

$BW biggest winner in 2025... tons of luck involved... my thesis was that the company was priced for BK in ~July but several divestitures and improving fundamentals were in place... did not predict data center deals + meme stock reaction

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@valuedontlieAug 27, 2025 · 2:25 PM

Both series of $BW baby bonds quickly approaching par... still hanging onto some equity (basically a call option), but prob time to move on from baby bonds Interesting how slowly the market digested the deleveraging moves here... https://t.co/j6ESzQtn8x

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@valuedontlieJul 21, 2025 · 6:00 PM

3) the good news... $BW is raising cash, buying time, and paying down debt 1) $120m divestitures in 2024 + ~$200m in 1H25 2) swapped $130m debt for $100m w/ longer maturity 3) back to positive CF in '25 4) tendering for $70m debt at discount 5) backlog and bookings growing https://t.co/6njndw8Rtc

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@valuedontlieJun 5, 2025 · 3:22 PM

Maybe I need to revisit $BW as a call option and the baby bonds as a legit investment here... 1) anticipate positive 2025 cash flow 2) swapped $132m 2026 debt to 2030 at discount 3) asset sale for $20m 4) another asset sale for $177m 5) backlog / bookings +47% / +11% https://t.co/TQJqabCc6z

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