Minerals Technologies. Every tracked FinTwit mention of $MTX, newest first. 5 mentions since the first on Apr 14, 2026. See the price chart.
April 2026 · 5 mentions
Apr 27
Kerrisdale Capital — $MTX: We put together a response to a bearish sellside note last Friday: https://t.co/wV7kMAmRJb. We remain long $MTX and our €545 fair value is unchanged. Since our report, bears…↗
Apr 14
Kerrisdale Capital — Consensus remains anchored to conservative guidance. $MTX has beaten EBIT in 10 of last 11 years, yet forecasts sit at the midpoint. We are ~10% above on 2026 EBIT and ~20% ahead o…↗
Apr 14
Kerrisdale Capital — The business never changed. $MTX still earns decades of high-margin aftermarket cash flows from a young, growing installed base. Growth is driven by flight hours. Barriers to entry…↗
Apr 14
Kerrisdale Capital — For years, $MTX and Safran traded in lockstep on EV/EBIT and P/E. That broke in 2023 after the GTF issue. The gap is now wider than at peak uncertainty, even as visibility on resol…↗
Apr 14
Kerrisdale Capital — We’re long MTU Aero Engines, $MTX in Germany. Report at https://t.co/JZ8gt8HBpR. Disruption from the GTF powder metal issue has been priced as permanent impairment, leaving the sto…↗