@Refinedman2 Avatar @Refinedman2 Dr.S

Dr.S posts on X about $hrbr, what is, if you, $drm the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence finance 23.3% stocks 21.36% cryptocurrencies 9.71% currencies 2.91% countries 1.94% technology brands 1.94% social networks 0.97% exchanges 0.97%

Social topic influence $hrbr 12.62%, what is 4.85%, if you 3.88%, $drm 3.88%, debt 3.88%, $aiv 3.88%, $anpmf 3.88%, in the 2.91%, $hcc #7, cash flow 2.91%

Top accounts mentioned or mentioned by @mrneutralman @grok @gavmccracken @alluvialcapital @privateeyecap @realassetsvalue @arminhartl @pickingmyown @javimedi95 @kingdomcapadv @scalphunter @silversanta @hkuppy @valuestalker @nogutsnoglory57 @cdnvaluestocks @uproarcapital @puppyeh1 @upnorthvalue @matth203

Top assets mentioned Dreamcoin (DRM) Apartment Investment and Management Company (AIV) Warrior Met Coal, Inc. (HCC) Camden Property Trust (CPT) Mid-America Apartment Communities Inc (MAA) Borr Drilling Limited (BORR) Validity (VAL) Alpha Metallurgical Resources, Inc. (AMR) UDR, Inc. (UDR) Transocean LTD. (RIG) Nelnet, Inc. Class A (NNI) Earth [--] Essence (ESS) Apartment Income REIT Corp. (AIRC) Boston Omaha Corporation (BOC) Cool Company Ltd. (CLCO) Rexford Industrial Realty, Inc. (REXR) InMode Ltd. Ordinary Shares (INMD)

Top Social Posts

Top posts by engagements in the last [--] hours

"@jayvas Allow me to reword that: I've witnessed numerous management teams squander cash on unprofitable projects and exorbitant compensation. However this management has avoided such missteps. Although a 5% IRR on cash isn't stellar at least they're not burning cash"
X Link 2024-04-04T15:58Z [---] followers, [---] engagements

"@hkuppy Im just wondering if the legendary kuppy has hit the $val max capor if theres still room to top off I was a little too early in the $65s"
X Link 2024-11-29T22:11Z [---] followers, [----] engagements

"@ndcarson @Cloudwatch199 If youve actually read history bring the receipts. Lets debate factsnot your misplaced racism disguised as an opinion"
X Link 2024-12-25T13:54Z [---] followers, [---] engagements

"@Armin_Hartl Riddle me this why does Pabrai hold more $HCC than $AMR in the wagons fund Both are great coal businesses. The size difference is significant. I doubt one appreciated more than the other over his timeframe"
X Link 2026-02-01T21:24Z [---] followers, [---] engagements

"@Armin_Hartl Do you really think dropping from $97 to low $90s is enough to move the needle for $HCC"
X Link 2026-02-02T15:52Z [---] followers, [--] engagements

"@Armin_Hartl @MohnishPabrai What do you think of these Pre-tax FCF yields on $AMR and $HCC in [----]. When blue creek is steady"
X Link 2026-02-02T15:56Z [---] followers, [---] engagements

"Post-merger $VAL + $RIG control almost all idle 7G drillships. That is very strategic. 🤑"
X Link 2026-02-10T01:01Z [---] followers, [----] engagements

"@HedgieMarkets @grok is this true"
X Link 2026-02-12T23:53Z [---] followers, [--] engagements

"@ValueStalker Great content on your substack I'm curious have you ever looked at $IBA. It's not a micro cap but it is trading below book value and most of the book is cash and inventory. It reminds me of your pitch on $BSHI"
X Link 2021-11-24T14:30Z [---] followers, [--] engagements

"What's your take on $EVRC post rejection of the rejected offer to acquire Newlink genetics @alluvialcapital"
X Link 2021-12-23T18:22Z [---] followers, [--] engagements

"@artofinvestmnt $EVRC just came back on my radar. Did you ever find a reason to go long"
X Link 2022-03-09T20:05Z [---] followers, [--] engagements

"@always_invest @NoGutsNoGlory57 @JimPGillies Given that we both are long $SKYH makes me wonder what is the pitch on $NNI I'm new to the story"
X Link 2022-03-10T14:27Z [---] followers, [--] engagements

"@dlitten4 @DarkfireCapital Do you know what the offer price is for us listed shares of $iba"
X Link 2022-03-29T15:00Z [---] followers, [--] engagements

"@nopain_n0gain86 @Avocadoshake8 @cstewartcfa Is anyone surprised by the yeild on $QRTEP . I get that we expect rate hikes but what am I missing with all this free cash flow"
X Link 2022-04-08T13:25Z [---] followers, [--] engagements

"@PickingMyOwn @NoGutsNoGlory57 I haven't done this calculation but was curious if you had. If you take all the non-public assets at book value and the $SKHY and $SKYHW at current prices what does the tangible book value work out to"
X Link 2022-04-29T15:10Z [---] followers, [--] engagements

"@NonObviously @deepvalueco @JamesWatt $DRM and $MRE used to be very cheap at the start of COVID. I wonder if we see them test those lows again. I'm sure the rising interest rate in Canada is not helping here. Curious about when most of you went long these stocks"
X Link 2022-09-08T15:02Z [---] followers, [--] engagements

"@cdnvaluestocks @uproarcapital I was reading an analysis on $cap reit and I was surprised how small changes in cap rates can destroy value. Here is the numbers on their deck. I wonder if there is something similar on dream"
X Link 2022-10-08T18:55Z [---] followers, [--] engagements

"@TaylorSugar This was an excellent write up. Thank you for breaking it down for the rest of us. I know $Drm owns dream office shares and through that ownership it also gets exposure to the industrial reit. What other public ReITs does dream own Im curious about ownership in $DRR.U"
X Link 2022-12-31T17:35Z [---] followers, [---] engagements

"@alluvialcapital In your DD on $HRBR did you ever try to value the [--] "janky" CRJ200 jets they own On the balance sheet it's valued at $143M for an average age of [--] years. I wanted to do a sanity check and see if one could come up with a similar valuation. I appreciate the help"
X Link 2023-01-09T17:00Z [---] followers, [---] engagements

"@TAYVAY_ Why not buy $Ess at 5+ cap rate for the cali exposure. Essex Property Trust: Long-Term Compounder In The Bargain Bin https://seekingalpha.com/article/4547866-essex-property-trust-long-term-compounder-in-bargain-bin https://seekingalpha.com/article/4547866-essex-property-trust-long-term-compounder-in-bargain-bin"
X Link 2023-01-14T18:10Z [---] followers, [---] engagements

"@mackie_sander Great write up Have you ever considered $HRBR They lease airplanes to United/American. Slightly different customer but they both have long term contracts and have agreements that pay for fuel. However the deep discount on $HRBR makes it hard to pass up"
X Link 2023-01-18T19:47Z [---] followers, [---] engagements

"@alluvialcapital You and Tom Kapfer write a great letter that is a joy to read. Keep up the great work. On a side note did you exit $hrbr"
X Link 2023-01-28T05:14Z [---] followers, [---] engagements

"@puppyeh1 I enjoy reading your succinct analysis on $Hrbr. Im confused about a few things: 1) you report conservative value of $500k per jet x [--]. What about the remaining [--] jets 2) what discount rate did you use to get to AAL agreement PV"
X Link 2023-01-28T20:12Z [---] followers, [---] engagements

"@puppyeh1 Let me rephrase your thesis on $hrbr at the end of the UAL agreement(1Q 24) we have a net cash position of ($121.6+9.1m) or $2.03 (64.3 o/s) plus [--] jets. Conservatively the AAL agreement earns $78m and the liquidation value rises to $3.11 over [--] yrs. Did I get that right"
X Link 2023-01-29T06:31Z [---] followers, [---] engagements

"@upnorthvalue That was a little nerve wracking. Wondering who caught the low bid in $HRBR at $1.85"
X Link 2023-02-02T16:10Z [---] followers, [---] engagements

"@upnorthvalue That's a nice $1400. Do you ever hold $HRBR"
X Link 2023-02-02T21:42Z [---] followers, [---] engagements

"@uproarcapital Money losing net-net run the risk that one day the losses eat up your margin of safety. However have you considered a net-net that is profitable $hrbr"
X Link 2023-02-11T23:43Z [---] followers, [---] engagements

"@SajKarsan @alluvialcapital If you were a small business and your single customer is trying to rip you off you avoid making a scene until and unless you have a strong case. $HRBR case msut have some merit otherwise why waste money. My guess is they get 50% of that $34m. But I'm not counting on it"
X Link 2023-02-16T20:41Z [---] followers, [---] engagements

"@AnthonyMaceroni Do you still own/follow $INBP. Doing some DD and I was curious on your take"
X Link 2023-03-06T20:42Z [---] followers, [--] engagements

"@SebKrog What is the updated net cash per share on $HRBR"
X Link 2023-04-04T14:01Z [---] followers, [---] engagements

"@MattH203 What makes $bmh cheap Care to elaborate on NaV and P/ffo multiple"
X Link 2023-05-27T01:34Z [---] followers, [---] engagements

"@netnetsfinance @DiegoLa95810478 Let me rephrase. I have been hunting for net-net's that have positive FCF margin 5%. A growing book value ensures you have more than one way to profit. Have you looked into $HRBR"
X Link 2023-08-02T14:35Z [---] followers, [---] engagements

"@RecoveryTrade Have you considered $CPT. Lower Net/EBITDA = [----] lower P/NAV at [----] and almost equivalent P/AFFO"
X Link 2023-08-02T16:25Z [---] followers, [--] engagements

"@AUAnalyst @netnetsfinance @DiegoLa95810478 Wasnt the dispute/arbitration supposed to be resolved by august I wish $hrbr management would communicate more"
X Link 2023-08-06T14:04Z [---] followers, [---] engagements

"@askjussi What are your thoughts on $NETL and $FREL Buying a basket of REITs for exposure. Curious if you have been able to generate alpha relative to these ETFs"
X Link 2023-10-04T15:47Z [---] followers, [---] engagements

"@PrivateEyeCap All of them are starting to approach 5-year lows (long all except $UDR). Which do you think is the cheapest relative to expected growth in 2024"
X Link 2023-10-04T18:06Z [---] followers, [---] engagements

"@PrivateEyeCap What is your estimated IRR from now till [----] I'm biased to coastal but have been adding $CPT and $MAA for coastal exposure"
X Link 2023-10-04T18:35Z [---] followers, [---] engagements

"@PrivateEyeCap Im curious have you looked into $AIRC Coastal exposure P/AFFO - [----] ND/EBITDA [-----] and Payout ratio 72%. I have swapped $UDR with $AIRC in my basket"
X Link 2023-10-15T23:11Z [---] followers, [---] engagements

"@MattFrankelCFP @PickingMyOwn In your opinion what is a fair call price when $Skyh is above 11.50"
X Link 2023-11-30T23:32Z [---] followers, [---] engagements

"@PickingMyOwn Why does $Boc have negative operating income I get the growth but where is the earnings"
X Link 2023-12-01T03:04Z [---] followers, [---] engagements

"@6d617474 I agree with your points. What I'd love to see is $HRBR buy back those preferred owned by insiders. My guess is that their cash is earning less than the payment to the preferred"
X Link 2023-12-29T19:25Z [---] followers, [---] engagements

"@gabcasla Recently Norway revoked some drilling permits. Does any of those revokes impact $KIST https://www.nsenergybusiness.com/news/three-oil-and-gas-fields-permits-revoked/#::text=A%20Norwegian%20Court%20has%20revokedimpact%20was%20not%20adequately%20reviewed https://www.nsenergybusiness.com/news/three-oil-and-gas-fields-permits-revoked/#::text=A%20Norwegian%20Court%20has%20revokedimpact%20was%20not%20adequately%20reviewed"
X Link 2024-02-05T15:50Z [---] followers, [---] engagements

"@ValueNotDeadYet We knew about the 88M guide dance last week. Not sure what is driving $CLCO"
X Link 2024-02-14T14:58Z [---] followers, [--] engagements

"@Secrets4stocks Great reminder. I'm not sure how you get EV/FCF yield of 116% on $OKEA My math is coming out to be : EV = [----] NOK FCF LTM Q1'24 = [----] NOK ( How sustainable do you think this is for 2024) EV/FCF = [----] %"
X Link 2024-05-01T18:10Z [---] followers, [---] engagements

"@Mr_Neutral_Man You nailed it with $CPT at the start of the year I'm curious where do you see fair value for $CPT and $MAA now I know this might hinge on the 10-year yield. I caught your podcast with @AndrewRangeley but I dont recall you guys pinning this down. Debating about adding here"
X Link 2024-08-30T18:37Z [---] followers, [---] engagements

"@Mr_Neutral_Man Have you ever considered $CSR Carries a little more debt but it competes in a market that few other multi family target"
X Link 2024-09-04T23:10Z [---] followers, [---] engagements

"@happyflying5 @Mr_Neutral_Man What do you think of $AIV. I thought they were decent but market seems not very jubilant even with dropping interest rates. Would love your thoughts on it"
X Link 2024-11-08T14:44Z [---] followers, [---] engagements

"@do_em_go How much cash do you think goes towards $AIV stock buyback 90M + sale of other asset"
X Link 2024-11-21T21:35Z [---] followers, [--] engagements

"@Mr_Neutral_Man @RealAssetsValue @thepupil11 @PrivateEyeCap @seanpatward Why do you think the market is selling $REXR off I agree that valuation is low for prime real estate. Is the fear of rapid inflation driving the downward pressure"
X Link 2024-12-06T19:02Z [---] followers, [---] engagements

"@hkuppy @hkuppy Whats your read on $VAL's FCF for [----] and [----] 🤔 I didnt clock two decades in the cash flow dojo so Im stuck with these intern-level guesses ($200M $400M respectively). I need some real wisdom here before I dump my fart coin stash 😜"
X Link 2024-12-08T16:06Z [---] followers, [---] engagements

"Profitable (78% gross margins.) ✅ Shrinking the float (27% buyback in a year.) ✅ Market response Dump it. $INMD"
X Link 2025-04-28T14:04Z [---] followers, [----] engagements

"Me: holding uranium. Utilities: still pretending spot prices are a suggestion. Tick tock gentlemen. ☢ $U.U $YCA"
X Link 2025-05-23T18:31Z [---] followers, [---] engagements

"I wonder how long before we see a modest move in contracting $U.U $YCA"
X Link 2025-05-23T18:37Z [---] followers, [---] engagements

"$METCB gets paid for the use of the coal infrastructure. If volumes are up from [--] Q24 why is dividend down 1Q24 Volume: 844K tons 05/31/2024 Dividend: $0.23 1Q25 Volume: 989K tons (17% increase) 05/30/2025 Dividend: $0.18 (24% decrease)"
X Link 2025-06-03T16:57Z [---] followers, [---] engagements

"@AndrewRangeley @DieHardCapital Rewind the $AIV saga unpack his latest $SELF thesis and hopefully get him to opine on $VTMX"
X Link 2025-06-16T18:49Z [---] followers, [---] engagements

"@secretlyaninja I'm curious why are exiting when $RMLFF is likely to get $1.5B in cash/equity Wouldn't that make the shares worth at least $2"
X Link 2025-07-03T17:18Z [---] followers, [---] engagements

"@javimedi95 I agree $BORR is dirt cheap. But unless it hosts an equity offering or a yard sale this things goes belly up"
X Link 2025-08-01T16:54Z [---] followers, [---] engagements

"@javimedi95 I love the confidence but not the math. Your $BORR model assumes $386M opex when Q1 alone was $157M. How do you get your EBITDA number"
X Link 2025-08-01T19:02Z [---] followers, [---] engagements

"@javimedi95 If you plug in real dayrates (not $200K fantasies) discount $VAL's old rigs and hike OPEX for age cash flow beat's $BORR. But lets not forget: drillships are the real white whales and BORR has got none"
X Link 2025-08-01T20:06Z [---] followers, [---] engagements

"@AAGresearch @alex6423 $Yak Q1 2025: Cash: $10M Investments: $3032M Total Equity: $40M But the shareholder letter says cash + investments = $3033M. Thats a 20% haircut. Did they sell or eat a loss Doesnt add up"
X Link 2025-08-06T17:33Z [---] followers, [---] engagements

"@Mr_Neutral_Man What do you think of $CSR Hoping to snag some at greater than 6% yield"
X Link 2025-08-11T16:12Z [---] followers, [---] engagements

"Smart strategic moves by $CSR"
X Link 2025-08-13T13:10Z [---] followers, [---] engagements

"@alex6423 @AAGresearch @HPA17 $YAK Q2 letter "Our public securities portfolio produced a $4672358 unrealized loss and a $804338 realized loss. At quarter-end we held approximately 92.7% of our assets in cash with our only significant investment being . roughly 4.7% of our portfolio.""
X Link 2025-08-22T13:03Z [---] followers, [--] engagements

"@GavMcCracken I love your coverage on the stock but I'm struggling to wrap my head around your numbers: 1) How do you get to 40% FCF yield My estimate has FCF around $130- 160M. At today's market cap of 820M that is still 20%. 2) Where do you get $160 M cash"
X Link 2025-10-22T01:28Z [---] followers, [---] engagements

"@GavMcCracken @Miamvi1 Im curious what is your cost price on $ANPMF. Mine is $2 sadly. I only added much later"
X Link 2025-10-23T23:20Z [---] followers, [--] engagements

"@DalFornoCapital If we end up at the low end of the trade $5.75 + $2.23 = $7.98 thats a 28% drop from the low-end estimate of $11. I wouldve expected NAV to rise with falling rates. What am I missing"
X Link 2025-11-11T17:51Z [---] followers, [--] engagements

"$APM.to $ANPMF just dropped AISC by nearly 20% and lifted CGOM by 16% QoQ. Thats elite execution. I have yet to see a gold miner pull that off"
X Link 2025-11-12T00:29Z [---] followers, [----] engagements

"The only wrinkle in $APM.to $ANPMF's Q3 is Golden Queen's production which remains well behind the 5260K oz guidance. That said hats off to management for driving AISC significantly lower"
X Link 2025-11-12T01:26Z [---] followers, [---] engagements

"$ANPMF $APM.to [---] million shares short and there is only 150K left to borrow and Fidelity if paying 2.375% to borrow mine. WTF that is not even money market rates. I turned it on out of curiosity and I have to say I'm disappointed. Is fidelity being cheap here"
X Link 2025-11-12T16:35Z [---] followers, [---] engagements

"@rebound_capital I'm thinking the best metric for $CSU is FCF yield. In my head screaming buy is 6.5%. What would you be looking for"
X Link 2025-11-12T17:27Z [---] followers, [---] engagements

"@GavMcCracken I see the marketable securities but I don't see any info on them being $GDX and $SIL. Did you get clarity from management"
X Link 2025-11-13T14:54Z [---] followers, [--] engagements

"@GavMcCracken If I had gotten $VLE.to at $0.44 I would be retired by now. I'm in at $4ish and will add on big drops"
X Link 2025-11-13T15:07Z [---] followers, [---] engagements

"@CTourtellotte Help me understand how this transaction makes sense 🏢 AIMCO Chicago MF sale 💰 $455M [----] units 📊 6.1% cap $28M NOI 🏦 60% LTV @ 6.25% 💵 4.3% cash-on-cash"
X Link 2025-12-16T19:42Z [---] followers, [---] engagements

"@Mr_Neutral_Man @kingdomcapadv @RealAssetsValue @scalphunter_ Help me understand something why do these deals make sense 🏢 AIMCO exits Chicago MF 💰 $455M 6.1% cap (@RealAssetsValue numbers ) 🏦 Debt 6.25% @ 60% LTV 💵 Equity CoC 4%"
X Link 2025-12-16T20:12Z [---] followers, [---] engagements

"@RealAssetsValue @Mr_Neutral_Man @kingdomcapadv @scalphunter_ When I buy private real estate I have to usually amortize the debt over [--] years so for an apple to apple comparison I run it with amortization. I missed the part where they buy this with assumed debt. Now that deal looks like more understandable"
X Link 2025-12-16T21:25Z [---] followers, [--] engagements

"@Ron284Ron Any word about liquidation at the annual meeting"
X Link 2026-01-02T19:03Z [---] followers, [--] engagements

"@stephmase22 @grok is this true about bear sterns and TD"
X Link 2026-01-16T22:00Z [---] followers, [---] engagements

"@Rothmus @grok is this true"
X Link 2026-01-16T23:50Z [---] followers, [--] engagements

"@allenanalysis @grok is this letter real"
X Link 2026-01-19T16:06Z [---] followers, [--] engagements

"@Kingfisher6868 @JadestoneEnergy @grok what stock is this"
X Link 2026-01-20T02:03Z [---] followers, [---] engagements

"@RouleurCapital @calvinfroedge @grok what stock are they referring to"
X Link 2026-01-21T15:19Z [---] followers, [---] engagements

"@Silver__Santa Love your research on miners. My only challenge here is that these juniors are still in ramp up phase and a realistic timeline for these production is not till [----]. Am I missing something"
X Link 2026-01-23T01:40Z [---] followers, [---] engagements

"@FredKosters I stumbled on your position tweet and I did some work on $MAKOF. Is this consistent with your numbers for [----] and 2027"
X Link 2026-01-25T20:27Z [---] followers, [--] engagements

"@alluvialcapital $ELLH is like a SPAC only better because of NOL. How does the market usually value these companies with NOL's. Just curious if anyone has any input"
X Link 2021-05-18T18:20Z [---] followers, [--] engagements

"@ValueStalker It's a shame new investors cannot buy $BSND. I'm curious if the company is planning to get current"
X Link 2022-01-12T16:06Z [---] followers, [--] engagements

"@wonderingbread1 I'm curious about your thesis on $SMDM and $FTDL. I have been watching $ATGN from the sidelines"
X Link 2022-02-17T01:37Z [---] followers, [--] engagements

"@Rodbhar Curious about your cost basis on $DRM $MPCT and $BN. I own all three and happy I get to buy more as it drops"
X Link 2023-05-04T21:00Z [---] followers, [---] engagements

"@MattH203 Can you share your write up on $PX and $ELLH. I'm long both"
X Link 2023-05-09T12:55Z [---] followers, [---] engagements

"@cdnvaluestocks @Rodbhar Would love to hear your thoughts on $Drm and $mpct post meeting. They are both trading at steep discounts. Wondering if management has an action plan to close the valuation gap"
X Link 2023-09-05T22:09Z [---] followers, [---] engagements

"@oscar100_x What is your guess at FCF yield for $KIST at current pricing Lot of COVID estimates were done with very high prices which have since contracted"
X Link 2024-01-31T19:28Z [---] followers, [---] engagements

"@Crowhurst68 @GoldPanda10 Management has been promoting the idea that the Isabella mine's operations can continue until [----]. Additionally they've been highlighting the potential for a significant increase in grams per ton as the mine approaches the end of its life. Do you believe their claims are false"
X Link 2024-02-05T18:09Z [---] followers, [---] engagements

"@Crowhurst68 @GoldPanda10 You bought $FTCO at $3.50 or your cost basis after dividend is $3.50"
X Link 2024-02-06T22:14Z [---] followers, [---] engagements

"@secretlyaninja I agree current run rate on $VTY has a yield of agree 14% (250m/1800m). I think this gets buying attention once we NI bumps to 360m (20% yield)"
X Link 2024-12-24T18:13Z [---] followers, [---] engagements

"$DAC Q3 2025: EPS: $6.75 Buyback: [-----] shares Dividend: $0.90 (up from $0.85) Net debt: $165M $SBLK stake: [-------] shares (5.5% ownership) With this balance sheet smooth sailing is an understatement theyre basically surfing on dollar bills"
X Link 2025-11-18T02:42Z [---] followers, [---] engagements

"@CDInewsletter Im hesitant with NYC and LA so I have steered clear of $EQR. But $MAA offers sunbelt exposure at about the same valuation"
X Link 2025-12-06T02:15Z [---] followers, [---] engagements

"@kingdomcapadv @RealAssetsValue @scalphunter_ What are the cap rates you're using to get these $AIV assets"
X Link 2025-12-16T15:38Z [---] followers, [---] engagements

"@GavMcCracken What do you think about $KUYAF credit to @Silver__Santa who sas done some great work on it. https://x.com/Silver__Santa/status/2007117919873011838s=20 https://t.co/lp7WnaFr1C https://x.com/Silver__Santa/status/2007117919873011838s=20 https://t.co/lp7WnaFr1C"
X Link 2026-01-13T18:42Z [---] followers, [---] engagements

"@FredKosters I enjoy your tweetstheyre refreshingly light on promotion and heavy on numbers. Curious what are your thoughts on $KUYAF and $MJGCF"
X Link 2026-01-21T15:13Z [---] followers, [---] engagements

"@donatrush @Silver__Santa What do you think $SVRSF production will be like in [----] I'm guessing [---] Moz and [----] will hit full capacity of [--] Moz"
X Link 2026-01-25T20:42Z [---] followers, [--] engagements

"@GavMcCracken I'm going to miss seeing your coverage on $ANPMF. Did you dump $GSVRF"
X Link 2026-01-26T19:16Z [---] followers, [---] engagements

"If an average 1-GW reactor burns [-----] lbs of fuel a year. $SRUUF just snacked on [--] reactors worth. Hard to see how prices dont go orbital from here. 🚀If https://x.com/skysurfer75/status/2017025777041084919s=20 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -1.68% discount to NAV 1.4m lbs gobbled OMG 379k trusts issued = $9.1m raised $226.3m in cash https://t.co/PWRgj2R1eX https://x.com/skysurfer75/status/2017025777041084919s=20 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -1.68% discount to NAV 1.4m lbs gobbled OMG 379k trusts issued = $9.1m raised $226.3m"
X Link 2026-01-30T00:30Z [---] followers, [---] engagements

"🟡 Gold has doubled. 🟠 Bitcoin exploded. Own $SPY ➡ Gold miners: 0.150.3% 🫠 ➡ Bitcoin exposure: 0.1% (indirect via $COIN / $MSTR) Diversification by technicality 📉😂"
X Link 2026-02-04T19:37Z [---] followers, [---] engagements

"@rockcreekfreak I don't see any mention of $EGY in the press release. Are you sure Vaalco is offloading this asset"
X Link 2026-02-05T02:15Z [---] followers, [---] engagements

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