$BW mention timeline

Babcock & Wilcox Enterprises. Every tracked FinTwit mention of $BW, newest first. 15 mentions since the first on Jul 21, 2025. See the price chart.

May 2026 · 3 mentions

May 21
Midas — AMD $AMD Solaris $SEI Intel $INTC Core Scientific $CORZ Bitdeer $BTDR Micron $MU Sandisk $SNDK Babcock and Wilcox $BW Cleanspark $CLSK T1 Energy $TE Bloom Energy $BE ASML $ASML Cor…↗
May 21
Midas — $20.2M of $AMD $62.5M of Solaris $SEI $8.9M of Intel $INTC $389.1M of Core Scientific $CORZ $29.8M of Bitdeer $BTDR $5.9M of Micron $MU $724.4M of Sandisk $SNDK $19.9M of Babcock a…↗
May 15
Colin King — @kingdomcapadv @natstewart5 @FocusedCompound $BW is first company I’ve seen in a while to take advantage of ATM issuance after meme-ing higher↗

Apr 25
InvestmentGuru — The AI Infrastructure Bottleneck AI demand isn’t slowing. It’s colliding with reality. Power costs are rising. Communities are pushing back. Permits are getting harder. Project ca…↗
Apr 6
Raging Capital Ventures — Is long $RILY / short $BW too obvious?↗

Dec 12
Colin King — @SFarringtonBKC $RILY brought me both $BW and $SNCR ideas! Hoping for more small cap buyouts in 2026↗
Dec 12
Colin King — $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..…↗

Nov 10
Colin King — $BW going full meme stock since July... https://t.co/ATgQLugJRt↗

Sep 14
Colin King — .@SFarringtonBKC is the only other person I know keeping tabs on cos from the $RILY universe $SNCR was a head scratcher for years but looks super interesting today Microcap softw…↗

Aug 27
Colin King — 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…↗
Aug 8
Colin King — @ACapitalLP $BW $SNCR↗

Jul 21
Colin King — 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) ba…↗
Jul 21
Colin King — $BW - Quick Value E&C turnaround making progress on the balance sheet. After a dozen or so asset sales + divestitures since 2018, it looks like they might finally be on sound…↗

Jun 5
Colin King — 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…↗
Jun 5
Colin King — $BW selling international business for $177m and tendering for baby bonds at discount to par https://t.co/b9SX5dhOJK↗