@Secrets4stocks Modern_Investing

Modern_Investing posts on X about $dccl, business, dividend, $mtln the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [------] -13%
• [--] Month [------] +6.80%
• [--] Months [-------] -36%
• [--] Year [-------] -45%

Mentions: [--] #

• [--] Week [--] -34%
• [--] Month [---] -9.70%
• [--] Months [---] +65%
• [--] Year [---] -28%

Followers: [-----] #

• [--] Week [-----] +0.08%
• [--] Month [-----] +0.58%
• [--] Months [-----] +9.20%
• [--] Year [-----] +24%

CreatorRank: [---------] #

Social Influence

Social category influence finance 36.7% countries 22.02% stocks 19.27% cryptocurrencies 9.17% currencies 3.67% automotive brands 0.92% products 0.92%

Social topic influence $dccl #262, business 9.17%, dividend 8.26%, $mtln 8.26%, $pbr 7.34%, $jmat 7.34%, $dcc 7.34%, in the 7.34%, stocks 6.42%, oil 5.5%

Top accounts mentioned or mentioned by @walterschloss @ttt_financial @finengnet @tintincapital @hanseoulohno @jeremie0117 @joevalue @sfarringtonbkc @leonelissen @evfcfaddict @tomppajo @kacperpkch @tttfinancial @valuehurts @noalgos @escvel0city11 @lowo64 @tonyforever2003 @lasse108 @lavenderroute

Top assets mentioned PolkaBridge (PBR) Gerdau S.A. (GGB) Ecopetrol S.A (EC) VALE S.A. (VALE) Petroleo Brasileiro S.A.-Petrobras (PBR.A) DTE Energy Co (DTE) American Realty Investors, Inc. (ARL) SPX6900 (SPX) SPDR S&P [---] ETF Trust (SPY) 69Coin (69) Exxon Mobil (XOM) Honeywell International Inc (HON) Heroes of NFT (HON) Morgan Stanley (MS) Raytheon Technologies Corp (RTX)

Top Social Posts

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

"Oil prices and refining margins down for the 3rd quarter and $PBR was able to grow Net Income (in BRL) by 22% YoY. Ordinary dividend currently at 13%. Petrobras made $6.9 billion FCF vs. $11.3 billion for $XOM. Exxons market cap is 6.3x bigger"
X Link 2024-11-08T12:06Z [----] followers, [----] engagements

"Does anyone have a view on $MAU Maurel & Prom French E&P with operations in Africa and South America. Objectively cheap with large reserves a nice dividend and a 20.5% stake in $SEPL. The Venezuelan assets are a wildcard. I dont understand how they can still operate there 🤷"
X Link 2025-07-28T22:59Z [----] followers, [----] engagements

"Fingers crossed🤞 $GPRK $EC $PXT $PBR #OOTT"
X Link 2025-08-01T22:39Z [----] followers, [----] engagements

"Johnson Matthey $JMAT.L is the most obvious long right now. A business left for dead quietly rebuilding its former self and rewarding shareholders with significant buybacks & dividends. Meanwhile they sold one division to Honeywell $HON for half of the market cap. Link in Bio🔗"
X Link 2025-08-14T21:04Z [----] followers, [----] engagements

"I am very bullish $JMAT Johnson Matthey. The forecasts for light vehicle sales are trending in a positive direction globally although I have to note that trucking is very weak right now. $JMAT is more exposed to heavy duty than its competitor $UMI which is why a rebound 1/x"
X Link 2025-09-25T14:56Z [----] followers, [----] engagements

"Just dropped the thesis on Vopak $VPK. 💎 More than [---] years of growth coupled with world-class assets trading at 7.5x P/FCF and a 6.5% shareholder yield. Indian assets are worth 27% of the market cap. Link in Bio 🔗 and first comment 💬"
X Link 2025-11-24T15:19Z [----] followers, [----] engagements

"Will make the start for some companies that fit or are close to fitting these points: $VPK $DTE $DCC ( $JMAT)"
X Link 2025-11-24T21:22Z [----] followers, [---] engagements

"@valuehurts I still see cheap valuations for $DCC.L $MTLN $MCB.L $JMAT & obviously $HTG.L (although you know that this is exposed to energy)"
X Link 2025-12-26T11:18Z [----] followers, [---] engagements

"This December feels much colder than in the past few years (in Europe at least). Should be positive for $TTF - European Natural Gas and ofc Norwegian energy stocks $EQNR $VAR & $AKRBP"
X Link 2025-12-30T21:57Z [----] followers, [----] engagements

"Vale and Gerdau exploding to new highs (excluding dividends). Was a good decision to make the later my largest position in April [----]. Cyclicals are always difficult. Do you have the guts to lose money for months while everyone around you is getting rich🍸 $GGB $VALE"
X Link 2026-01-06T17:30Z [----] followers, [---] engagements

"DCC plc has announced the acquisition of four businesses in Central/Eastern Europe for 42m. The train 🚂 keeps going and the company consolidates more and more of the European liquid gas market. $DCC $DCC.L"
X Link 2026-01-16T13:09Z [----] followers, [----] engagements

"Two positive developments for Metlen as they received a 90m loan from the EIB for the Gallium project and acquired another production unit for the defense business in Greece. $MTLN $MTLN.L Deal for Leopard tanks is pretty sweet and on top of that they sold some Chilean solar assets for $865m today. Stock up decently on these news. $MTLN $MTLN.L https://t.co/Cl2roA32RD Deal for Leopard tanks is pretty sweet and on top of that they sold some Chilean solar assets for $865m today. Stock up decently on these news. $MTLN $MTLN.L https://t.co/Cl2roA32RD"
X Link 2026-01-16T20:36Z [----] followers, [----] engagements

"I always get nervous when these guys get super bullish after $VALE & $GGB are up 90% since the bottom in April [----]. MORGAN STANLEY: BRAZIL BULL CASE UPSIDE PROJECTED AT [--] PERCENT THROUGH YE [----] https://t.co/AodfzkiMEK MORGAN STANLEY: BRAZIL BULL CASE UPSIDE PROJECTED AT [--] PERCENT THROUGH YE [----] https://t.co/AodfzkiMEK"
X Link 2026-01-22T21:44Z [----] followers, [----] engagements

"A detailed piece on my favorite idea with the best risk/reward ratio and imminent catalysts just got published. I have reached a point where I have to choose whether to go paid and provide more value or scale down the newsletter. The article is paywalled with a 7-day free trial"
X Link 2026-01-26T12:47Z [----] followers, [----] engagements

"1/x I told this story a few times already but in April during the tariff sell-off I was in class and my math teacher (ex-Jane Street btw) was teaching stochastic. I look at the charts and see everything bleeding. Without hesitation I put in orders for Gerdau $GGB $VALE etc 100% total return on $VALE since this post. Fun fact: Brazilian stocks are the cheapest equity market in the world when you look at earnings dividends cash flow and book value. I can already tell you this: if the commodity bull market runs for a few more quarters Brazilian https://t.co/ZJPflXNij9 100% total return on $VALE"
X Link 2026-01-26T13:34Z [----] followers, [----] engagements

"Did Brazil Just Take The Limitless Pill Brazilian Macro flows and comments on the Dollar free to read. Updates on Petrobras $PBR Gerdau $GGB $VALE & #RAIL3 for premium subs 📬 LINK at the usual place 🔗 $EWZ"
X Link 2026-01-29T13:07Z [----] followers, [----] engagements

"Gonna visit a Raytheon $RTX production site in Mai. How should I show up"
X Link 2026-01-31T22:07Z [----] followers, [---] engagements

"When a company reports earnings and calls it a reset you know it will be brutal. Volvo $VOLV closed down 22% after reporting disappointing results earlier today. While volumes are down (the industry has issues) EBITDA is fine and net cash is huge. CAPEX is just way to high"
X Link 2026-02-05T17:15Z [----] followers, [---] engagements

"Huge news from Metlen $MTLN. The construction arm of the business is establishing itself as one of the leading construction firms in Greece Should I do an update on the stock"
X Link 2026-02-05T18:31Z [----] followers, [----] engagements

"Not a crypto guy but BTC is probably a decent gamble here. Highest volume since August [--] [----] marked the bottom"
X Link 2026-02-05T21:45Z [----] followers, [---] engagements

"You can buy one of the cheapest West African based E&Ps with significant production growth less than [--] months at a massive discount. But nobody is ready for that discussion What do Shell TotalEnergies Chevron bp and ExxonMobil all have in common right now They're racing to lock up offshore drilling equipment for West Africa. They're paying premium prices to do it Why 🔹 Namibia: 6.2B barrels discovered first oil 2029-2030 🔹 Angola: $70B What do Shell TotalEnergies Chevron bp and ExxonMobil all have in common right now They're racing to lock up offshore drilling equipment for West Africa."
X Link 2026-02-08T13:35Z [----] followers, [----] engagements

"@GrtMarc Last tip I give is Angola"
X Link 2026-02-08T16:14Z [----] followers, [---] engagements

"Metlen collapsed by 20% on Friday after an unexpected profit warning. I spend the weekend reflecting on the situation. My quick thoughts on the crash and recent developments at the company can be found at the link 🔗 in my bio Entirely FREE to read $MTLN $MTLN.L"
X Link 2026-02-09T12:05Z [----] followers, [----] engagements

"people who might care @tomppajo @Noalgos @Kacper_PK_CH @dede_eyesan @han_seoul_ohno @walter_schloss @escvel0city11 @jeremie0117 @JoeValue @biblapmatch @NigelWoodman @Johnie36149708 @Kacper_PK_CH @ttt_financial @SFarringtonBKC @Fin_Eng_Net @AxelGMueller @Tintincapital @LeoNelissen"
X Link 2026-02-09T12:10Z [----] followers, [---] engagements

"@tomppajo @Noalgos @Kacper_PK_CH @dede_eyesan @han_seoul_ohno @walter_schloss @escvel0city11 @jeremie0117 @JoeValue @biblapmatch @NigelWoodman @Johnie36149708 @ttt_financial @SFarringtonBKC @Fin_Eng_Net @AxelGMueller @Tintincapital @LeoNelissen The Petrobros🛢: @LOWO64 @Tonyforever2003 @lasse108 @DecentralizedDr @seethetrees1 @lavenderroute @deyhatemetoo @Jhadj_theos @ProvenReserves @LatamStocks @BestOnlineName1 @BR_Kelleran @ChedelFund @ShippingJoe @DanOHerrin @InvestInOnG @G_A_Wilson @Apparatchik_1 @tottaway22"
X Link 2026-02-09T12:11Z [----] followers, [---] engagements

"@CLcrille Ah we are talking corporate bonds. At first I was thinking of Austria"
X Link 2026-02-09T19:19Z [----] followers, [---] engagements

"When I was buying a few months ago I was feeling like stupid money which buys every dip. Maybe it pays to focus on reality rather than noise. $WDS $WDS.AX $WDS break $25.40ish and those 78m shorts are going to panic https://t.co/N1MQld5d22 $WDS break $25.40ish and those 78m shorts are going to panic https://t.co/N1MQld5d22"
X Link 2026-02-09T22:01Z [----] followers, [----] engagements

"At its peak the stock was +12% today. Everything I laid out in the thesis got confirmed 💪🤠 What a beautiful chart https://t.co/38kfhL4UzX What a beautiful chart https://t.co/38kfhL4UzX"
X Link 2026-02-11T10:42Z [----] followers, [---] engagements

"@fiat_money Yes. But the U.S. needs those foreign parties to constantly use the dollar in trade. In theory they then buy treasuries to park their cash"
X Link 2026-02-11T17:50Z [----] followers, [--] engagements

"@fiat_money Its about global influence. Sure you can isolate yourself but is that really in their interest"
X Link 2026-02-11T17:53Z [----] followers, [--] engagements

"These two bocks fundamentally shaped my investment style and character. If you have not read them yet do it ASAP @VicNiederhoffer"
X Link 2026-02-11T21:55Z [----] followers, [---] engagements

"I'm up today"
X Link 2026-02-12T17:33Z [----] followers, [----] engagements

"my baby is saving me by being up 4% today"
X Link 2026-02-12T17:44Z [----] followers, [---] engagements

"Its ironic. Two decades ago german companies bought half of the polish economy for cents on the dollar. Now watch how Poland buys german businesses as they go bankrupt one by one Polands largest lender PKO Bank plans to double its European branch network to keep up with local companies expanding beyond their home market https://t.co/u04Kzc1d9I Polands largest lender PKO Bank plans to double its European branch network to keep up with local companies expanding beyond their home market https://t.co/u04Kzc1d9I"
X Link 2026-02-13T11:27Z [----] followers, [----] engagements

"@walter_schloss 😭"
X Link 2026-02-13T11:27Z [----] followers, [---] engagements

"Lets collect some ideas - 5%+ dividends - Moderate debt - Strong and proven business model with track record Please share 🫡🍸#FinTwit #FinX #Dividends"
X Link 2025-11-24T21:16Z [----] followers, [----] engagements

"Just making sure that we are on the same page. Petrobras $PBR Ecopetrol $EC & GeoPark $GPRK are dropping because South America is turning away from socialism Colombian energy stocks are dropping because oil is up and Petro will be gone soon New year same insanity"
X Link 2026-01-05T14:53Z [----] followers, [----] engagements

"Highest closing price in [---] years with the highest weekly volume in at least [--] years We nailed this one. Have an amazing weekend ❤ At its peak the stock was +12% today. Everything I laid out in the thesis got confirmed 💪🤠 At its peak the stock was +12% today. Everything I laid out in the thesis got confirmed 💪🤠"
X Link 2026-02-14T13:23Z [----] followers, [---] engagements

"When looking at the next few years and changes happening in the West remember one thing: Aesthetics win elections"
X Link 2026-02-15T21:34Z [----] followers, [---] engagements

"Ok so you want to tell me that $BABA deserves to drop 7% after earrings with these numbers - [---] Billion FCF in one quarter = 24B annualized - 33% of market cap in Cash - Growing - EV/FCF is [--] - There are share buybacks & dividends in place"
X Link 2023-11-16T13:40Z [----] followers, 30.1K engagements

"Oil demand will grow at the fastest pace in human history over the coming decade. #OOTT"
X Link 2023-12-03T15:01Z [----] followers, [----] engagements

"Johnson Matthey is a UK-based Platinum Group Metals (PGMs) specialist. The company is the largest refiner of PGMs globally. Recently the company announced the divestment of a non-core division for 54% of the current market capCashflows are exploding. Link in Bio 🔗 $JMAT $SBSW"
X Link 2025-08-11T13:38Z [----] followers, [----] engagements

"Arlen is a stock you have probably never heard of. The company is a key supplier to the Polish army police border guards and firefighters. Adjusted FCF has grown 3x in [--] years while revenues have grown 60%. This is my [--] pager below 👇 $ARL $GPW $WIG"
X Link 2025-08-18T16:15Z [----] followers, 11.3K engagements

"DCC plc is among my highest conviction ideas right now. The total shareholder return over the past [--] years is 6400%. How much would you pay for a serial acquirer that dominates the European liquid fuels market Currently the stock is trading at 11x EV/adjusted FCF $DCC.L $LSEG"
X Link 2025-09-05T12:05Z [----] followers, 11.3K engagements

"DCC plc $DCC $DCC.L is one of my new portfolio holdings that has grown profits and dividends at a 13% CAGR over [--] years. In November the company will launch a tender offer for 13% of its outstanding shares buying back shares at 10x P/FCF. Full pitch in my bio 🔗"
X Link 2025-09-29T11:16Z [----] followers, [----] engagements

"People who might be interested /_: @phil_hk @JoeValue @valuehurts @Valuehunte @walter_schloss @evfcfaddict @KarstResearch @jeremie0117 @babykswanson @LeoNelissen @ttt_financial @FundasyInvestor @blondesnmoney @han_seoul_ohno @Tintincapital @tomppajo @Fin_Eng_Net @SFarringtonBKC"
X Link 2026-02-16T18:47Z [----] followers, [---] engagements

"@phil_hk @JoeValue @valuehurts @Valuehunte @walter_schloss @evfcfaddict @KarstResearch @jeremie0117 @babykswanson @LeoNelissen @ttt_financial @FundasyInvestor @blondesnmoney @han_seoul_ohno @Tintincapital @tomppajo @Fin_Eng_Net @SFarringtonBKC The Petrobros🛢: @LOWO64 @Tonyforever2003 @lasse108 @DecentralizedDr @seethetrees1 @lavenderroute @deyhatemetoo @Jhadj_theos @ProvenReserves @LatamStocks @BestOnlineName1 @BR_Kelleran @ChedelFund @ShippingJoe @DanOHerrin @InvestInOnG @G_A_Wilson @Apparatchik_1 @tottaway22"
X Link 2026-02-16T18:48Z [----] followers, [---] engagements

"Some charts for the people who love visuals $DCC $DCC.L"
X Link 2025-09-05T12:08Z [----] followers, [----] engagements

"Yesterday DCC plc announced that the group received regulatory approvals for the sale of the healthcare division. Until the end of the year the company expects to complete an additional [---] million tender offer. Nothing is stopping this train 🚂 $DCC.L $DCC #LSEG DCC plc is among my highest conviction ideas right now. The total shareholder return over the past [--] years is 6400%. How much would you pay for a serial acquirer that dominates the European liquid fuels market Currently the stock is trading at 11x EV/adjusted FCF $DCC.L $LSEG https://t.co/F0CWmhT1UU DCC plc is among my highest"
X Link 2025-09-11T11:46Z [----] followers, [----] engagements

"In Brazilian financial markets someone always knows something. Thats why price has been rallying over the past few days $PBR #PETR3 $PBR.A $EWZ"
X Link 2025-09-25T11:48Z [----] followers, [----] engagements

"My portfolio Everything seems to be up 100% YTD What still looks cheap to you Everything seems to be up 100% YTD What still looks cheap to you"
X Link 2025-10-03T17:11Z [----] followers, [----] engagements

"Markets are efficient $PBR #PETR3 #OOTT #crude"
X Link 2025-10-08T16:36Z [----] followers, [----] engagements

"Sold 1/3rd of my $SBSW position with a gain of 228%. Thanks for playing"
X Link 2025-10-08T19:20Z [----] followers, [----] engagements

"The bottom line is that Woodside is currently investing a lot in Louisiana LNG and Scarborough. Still breakevens before dividends are $49 per boe. And most importantly the majority of production volumes are hedged. Below in an excerpt from my thesis in March $WDS $WDS.AX"
X Link 2025-10-22T16:32Z [----] followers, [---] engagements

"And here we are [--] month later. The acquirer goes steady. Two new acquisitions in Austria and the UK. DCC plc shares were up 3% indicating a positive first reaction 🚂 $DCC $DCC.L DCC plc $DCC $DCC.L is one of my new portfolio holdings that has grown profits and dividends at a 13% CAGR over [--] years. In November the company will launch a tender offer for 13% of its outstanding shares buying back shares at 10x P/FCF. Full pitch in my bio 🔗 https://t.co/LvLwHTzTfT DCC plc $DCC $DCC.L is one of my new portfolio holdings that has grown profits and dividends at a 13% CAGR over [--] years. In"
X Link 2025-10-22T21:57Z [----] followers, [----] engagements

"@taobanker Nice You got any names in mind yet for your dividend component"
X Link 2025-10-23T08:43Z [----] followers, [---] engagements

"@taobanker Got some names for you: Vopak $JMAT (has to come down a bit though) $DCC.L"
X Link 2025-10-23T08:48Z [----] followers, [---] engagements

"25% of the portfolio is cash right now. What is your best idea right now"
X Link 2025-10-30T19:54Z [----] followers, [---] engagements

"Hands down one of the most hilarious conversations between management when commenting on business developments. T-Mobile CEO and COO talking about the impact of the new iPhone. $TMUS $DTE"
X Link 2025-11-01T21:56Z [----] followers, [----] engagements

"@evfcfaddict @StockMKTNewz Cut everyone of these by 2% and put the commutative 10% into $DCC.L"
X Link 2025-11-08T14:55Z [----] followers, [---] engagements

"👇 https://moderninvesting.substack.com/p/royal-vopak-excellence-since-1616 https://moderninvesting.substack.com/p/royal-vopak-excellence-since-1616"
X Link 2025-11-24T15:22Z [----] followers, [---] engagements

"@Kacper_PK_CH @AmsterdamStocks @ObscurValuation @luke_skiba @LeoNelissen @leo_research1 @david_katunaric @Fin_Eng_Net @unfixed_income @SFarringtonBKC @Arregius @Valuehunte @taobanker @evfcfaddict @Cyclical_invest @cycle_strategy @d_schau @valuehurts @LOWO64 @Tonyforever2003 @lasse108 @DecentralizedDr @seethetrees1 @lavenderroute @deyhatemetoo @Jhadj_theos @ProvenReserves @LatamStocks @BestOnlineName1 @BR_Kelleran @ChedelFund @ShippingJoe @DanOHerrin @InvestInOnG @G_A_Wilson @Apparatchik_1 @tottaway22 We are talking about Vopak right now"
X Link 2025-11-24T16:54Z [----] followers, [---] engagements

""Greece is not the easiest place to do business. And those who say that if you can make it in New York you can make it anywhere they haven't been in Greece." -Chairman of $MTLN"
X Link 2025-12-14T01:10Z [----] followers, [---] engagements

"Just dropped my write up on Metlen. One of my highest conviction setups in the market right now. The company grew EBITDA 100x over the past [--] years pays a dividend of 4% is family run and will double the core business over the next 3-4 years. LINK IN BIO 🔗 $MTLN $MTLN.L"
X Link 2025-12-18T14:38Z [----] followers, [----] engagements

"DCC plc bought and cancelled 12% of its shares outstanding under the recent tender offer. Market cap down to 4.25bn. I remain long 🚂 $DCC $DCC.L"
X Link 2025-12-19T20:13Z [----] followers, [----] engagements

"In that case it might make sense to buy the lowest cost producer in Europe Metlen $MTLN $MTLN.L Link to the full write up in BIO 🌟 If I had to say "this is the sleeper metal trade of 2026" it would be Aluminum. Here's why: - Destocking is happening fast - Refineries are competing with data centers for power - US premiums are going ape shit - China already hit capacity - Copper to aluminum ratio at highs https://t.co/yt04Of3hdT If I had to say "this is the sleeper metal trade of 2026" it would be Aluminum. Here's why: - Destocking is happening fast - Refineries are competing with data centers"
X Link 2025-12-22T11:16Z [----] followers, [----] engagements

"I am actively buying more at these prices. The sell-off is unjustified and the stock is cheap. Thanks for the christmas gift. $DCC $DCC.L DCC plc is among my highest conviction ideas right now. The total shareholder return over the past [--] years is 6400%. How much would you pay for a serial acquirer that dominates the European liquid fuels market Currently the stock is trading at 11x EV/adjusted FCF $DCC.L $LSEG https://t.co/F0CWmhT1UU DCC plc is among my highest conviction ideas right now. The total shareholder return over the past [--] years is 6400%. How much would you pay for a serial"
X Link 2025-12-22T20:37Z [----] followers, [----] engagements

"Deal for Leopard tanks is pretty sweet and on top of that they sold some Chilean solar assets for $865m today. Stock up decently on these news. $MTLN $MTLN.L Just dropped my write up on Metlen. One of my highest conviction setups in the market right now. The company grew EBITDA 100x over the past [--] years pays a dividend of 4% is family run and will double the core business over the next 3-4 years. LINK IN BIO 🔗 $MTLN $MTLN.L https://t.co/ju3rOZQ4ie Just dropped my write up on Metlen. One of my highest conviction setups in the market right now. The company grew EBITDA 100x over the past 30"
X Link 2025-12-23T12:59Z [----] followers, [----] engagements

"Technical view on DCC plc $DCC.L is constructive. Forming higher lows and attempting to find support at the clearly established trend line. Stock closed positive on the day after initial loses in the morning. Coupled with low valuation + decent dividend & growth = good setup"
X Link 2025-12-23T20:55Z [----] followers, [---] engagements

"Im looking into stocks from developed markets that have significant operations in Africa (non-mining). Havent found many and the ones I found are not that cheap. Coca Cola HBC (Greece) Asahi Group (Japan) and PZ Cussons $PZC (actually interesting) are on my list. Any ideas"
X Link 2025-12-29T20:38Z [----] followers, [---] engagements

"Probably European. My guess is German. Anyways still long Gerdau $GGB in size. One of my top picks for [----] is a steel maker with a name that's hard to say One of my top picks for [----] is a steel maker with a name that's hard to say"
X Link 2025-12-29T20:52Z [----] followers, [----] engagements

"The pain when you find a company that actually has a tremendous asset base (critical infrastructure) lower debt than peers and a nice dividend but see that CAPEX will skyrocket because they invest in hydrogen pipelines"
X Link 2025-12-30T12:08Z [----] followers, [---] engagements

"This is beneficial for Johnson Matthey $JMAT as it reinforces the need for ICEs and the long runway for Platinum & palladium demand in the West where most of JMATs business is based in. The indefinite extension of the combustion engine ban in Europe has boosted platinum and palladium prices to multi year highs in December Further price gains are set to come due to more stringent compliance by car manufacturers with global emissions standards especially in The indefinite extension of the combustion engine ban in Europe has boosted platinum and palladium prices to multi year highs in December"
X Link 2026-01-01T16:14Z [----] followers, [----] engagements

"@SStapczynski Who could have guessed Just landed in Serbia. Have a look at that. Maybe I should get more european gas exposure for the winter ;) $VAR $EQNR #TTF https://t.co/encfUtTVkY Just landed in Serbia. Have a look at that. Maybe I should get more european gas exposure for the winter ;) $VAR $EQNR #TTF https://t.co/encfUtTVkY"
X Link 2026-01-16T14:39Z [----] followers, [---] engagements

"Petrobras produced 2.4mmb/d of crude oil in [----]. That puts them roughly in line with Kuwait. $PBR $PBR.A"
X Link 2026-01-16T20:20Z [----] followers, [----] engagements

"Nigeria is highly interesting. I know that nobody cares but that makes it so beautiful. Rising capital inflows normalizing FX accelerating GDP growth and falling inflation. Hard to get access from a western perspective but I there are options. Write up later this month"
X Link 2026-01-17T13:24Z [----] followers, [----] engagements

"@PracticalHare @VulmearJ45663 Keep the date of the annual general meeting for BASF marked in your calendar"
X Link 2026-01-23T10:57Z [----] followers, [--] engagements

"@SFarringtonBKC $MTLN my friend"
X Link 2026-01-23T23:06Z [----] followers, [---] engagements

"People who supported me on this journey 1/x @evfcfaddict @Cyclical_invest @BitchesBrewCap @Fin_Eng_Net @Kacper_PK_CH @walter_schloss @LeoNelissen @luke_skiba @insiwest @Valuehunte @SFarringtonBKC @DeepValueStonks @KarstResearch @han_seoul_ohno @jeremie0117 @JoeValue @lasse108"
X Link 2026-01-26T13:04Z [----] followers, [---] engagements

"2/x @deyhatemetoo @Apparatchik_1 @calvinfroedge @IggyOnInvesting @Jhadj_theos @lavenderroute @LOWO64 @ShippingJoe @staffpro11 @NorStringer @ChedelFund @d_schau @gerfovitch @Georg04762486 @Tintincapital @escvel0city11 @tottaway22 @Tonyforever2003 @Noalgos @AxelGMueller @wusatiuk"
X Link 2026-01-26T13:04Z [----] followers, [---] engagements

"You can invest in the lowest cost and top producer of Aluminum in Europe that will be be the sole supplier of Gallium for the EU. But none of you is ready for this conversation. All I can see is https://t.co/2EPhqoYLgh All I can see is https://t.co/2EPhqoYLgh"
X Link 2026-01-26T15:35Z [----] followers, [----] engagements

"Stock bouncing on volume is all I have to say"
X Link 2026-01-27T18:25Z [----] followers, [---] engagements

"The S&P [---] in EUR terms is flat over the past [--] months $SPX $SPY"
X Link 2026-01-27T18:34Z [----] followers, [---] engagements

"People who might be interested @evfcfaddict @Noalgos @Kacper_PK_CH @tomppajo @jeremie0117 @JoeValue @walter_schloss @Fin_Eng_Net @BichonRedux @tuvidux @gerfovitch @han_seoul_ohno @Tintincapital @BrazilStocksBR @babykswanson @escvel0city11 @KarstResearch @taobanker @ttt_financial"
X Link 2026-01-29T13:17Z [----] followers, [---] engagements

"@evfcfaddict @Noalgos @Kacper_PK_CH @tomppajo @jeremie0117 @JoeValue @walter_schloss @Fin_Eng_Net @BichonRedux @tuvidux @gerfovitch @han_seoul_ohno @Tintincapital @BrazilStocksBR @babykswanson @escvel0city11 @KarstResearch @taobanker @ttt_financial The Petrobros🛢: @LOWO64 @Tonyforever2003 @lasse108 @DecentralizedDr @seethetrees1 @lavenderroute @deyhatemetoo @Jhadj_theos @ProvenReserves @LatamStocks @BestOnlineName1 @BR_Kelleran @ChedelFund @ShippingJoe @DanOHerrin @InvestInOnG @G_A_Wilson @Apparatchik_1 @tottaway22"
X Link 2026-01-29T13:19Z [----] followers, [---] engagements

"The funny thing is that I have no ability to see how much my portfolio is down today because half of it is currently being transfered to IBKR"
X Link 2026-01-30T17:41Z [----] followers, [---] engagements

"Is MainStreet back If you listen to Walsh he sounds like Bessent in April [----]. No surprise as both worked for Druckenmiller. I think my cash position will suit me well. $SPX $SPY"
X Link 2026-01-30T18:31Z [----] followers, [---] engagements

"@JamesHMackay [--]. Deutsche Bank"
X Link 2026-02-01T17:58Z [----] followers, [---] engagements

"Markets melting today. Got a lot of liquidity ready in case some of my favorite names get caught in the storm. Will be an interesting open & close on WallStreet. Looks like margin calls all over the place with first victims from China. #crude #silver #gold"
X Link 2026-02-02T08:11Z [----] followers, [----] engagements

"@PETERMINIHAN Ask Deutsche Bank & JPM for the answer"
X Link 2026-02-02T20:53Z [----] followers, [--] engagements

"The IBKR account is +23% ytd in EUR terms. Lmao. This market is nuts"
X Link 2026-02-03T22:00Z [----] followers, [---] engagements

"@walter_schloss Love it"
X Link 2026-02-06T09:10Z [----] followers, [--] engagements

"@walter_schloss Great minds"
X Link 2026-02-06T09:11Z [----] followers, [--] engagements

"@Geiger_Capital Poland clearly missing"
X Link 2026-02-07T11:42Z [----] followers, [---] engagements

"@Tyrael21X @Geiger_Capital Obviously depends on your definition of start. Poland already started laying rail tracks to the sight got approvals and investments ready"
X Link 2026-02-08T15:35Z [----] followers, [--] engagements

"$GPRK GeoPark with an excellent earnings report and another reduction in shares outstanding ✅ A thread 🧵"
X Link 2024-03-07T17:23Z [----] followers, [----] engagements

"@FT [--] billion Net Income"
X Link 2025-04-23T17:04Z [----] followers, [----] engagements

"There are only two times in history where the Oil/S&P500 ratio was lower. [----] and [----]. #crude #oil #oott"
X Link 2025-08-11T16:12Z [----] followers, 175.8K engagements

"What stock should I do a deep dive on My idea would be #SYNEKTIK Please share in the comments 👇"
X Link 2023-08-14T16:46Z [----] followers, [----] engagements

"For the past few days someone dumped shares of Johnson Matthey in the last minute of the day. I am not talking regular selling but huge sell orders. At the same time the new chair has been buying 200k worth of stock. Can anyone please push this stock down $JMAT $JMAT.L $SBSW"
X Link 2025-08-27T14:39Z [----] followers, [---] engagements

"FWIW polish defense stocks havent gone up on the headlines of escalation between Russia and NATO. Either this is your chance or its overblown in the media $ARL $LBW"
X Link 2025-09-26T07:21Z [----] followers, [----] engagements

"This is bullish Johnson Matthey $JMAT $JMAT.L @duediligenceguy With platinum what is rarely taken into demand picture is series of emission regulations in developing countries. Converters there were not mandatory now they are starting to be to reduce pollution. - Cambodia: Euro [--] since Jan [----] - Vietnam: Euro [--] since Jan [----] - Thailand: @duediligenceguy With platinum what is rarely taken into demand picture is series of emission regulations in developing countries. Converters there were not mandatory now they are starting to be to reduce pollution. - Cambodia: Euro [--] since Jan [----] -"
X Link 2025-09-29T10:36Z [----] followers, [----] engagements

"Its my birthday🎁 And Johnson Matthey $JMAT.L reported very nice earnings. All going according to plan and thesis playing out beautifully. Now we finally know how the company will return the cash to shareholders. A 33% special dividend and a 7% a buyback Please let it drop🚂"
X Link 2025-11-20T08:51Z [----] followers, [----] engagements

"When you are the major refiner of PGMs in the West and one of your business units gets deals with the Chinese because you are a leader in catalytic converters for diesel engines. Also ever heard of this magical stuff called data centers Well $JMAT.L is also in that sector"
X Link 2025-11-20T09:06Z [----] followers, [---] engagements

"@JHeimeldinger @valuehurts Vopak is the main appeal"
X Link 2025-12-02T08:31Z [----] followers, [--] engagements

"Just landed in Serbia. Have a look at that. Maybe I should get more european gas exposure for the winter ;) $VAR $EQNR #TTF"
X Link 2026-01-05T06:52Z [----] followers, [----] engagements

"New article just went live ✅ Why demand for oil & gas will continue to grow and why I remain massively long oil stocks. LINK IN BIO 🙏 #OOTT $GPRK $VAR $VAR.OL $PBR $PBR.A $OKEA $EC"
X Link 2024-03-02T18:33Z [----] followers, [----] engagements

"Oil demand very healthy meanwhile I can buy mid cap oil & gas stocks at dividend yields from 7% to 15% an in a special case 20% These are growing companies with growing production. As a bonus E&Ps are hedges against a Middle East war or a 2nd wave of inflation. #OOTT In July early August seeing growth in jet fuel demand significant growth in #China - CEO Aramco #OOTT In July early August seeing growth in jet fuel demand significant growth in #China - CEO Aramco #OOTT"
X Link 2024-08-06T11:36Z [----] followers, [----] engagements

"I have to admit I have never been that deep into $EC. But these price levels are ridiculous and the stock is at extremely () oversold levels"
X Link 2024-11-05T16:41Z [----] followers, 13.1K engagements

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