@viceroyresearch Viceroy
Viceroy posts on X about $vedl, $abr, debt, $vedls 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 19.13% countries 6.09% stocks 1.74% travel destinations 1.74% cryptocurrencies 0.87% technology brands 0.87%
Social topic influence $vedl #1, $abr 12.17%, debt 7.83%, $vedls 4.35%, namibia 4.35%, $glj #1, has been 2.61%, cash flow 2.61%, $vrl 1.74%, held 1.74%
Top accounts mentioned or mentioned by @ailvictims @aimhonesty @rbi @civisxxi @vedantagroup @akashsharm49092 @arbor1 @sebiupdates @n_whispers @albertawealth @grenkeag @athenexinc @simonarias @bbcyorkshire @grenke @carolinebilton @uklabour @liambyrnemp @chrisdsteele @harryyorke1
Top assets mentioned Arbor Realty Trust, Inc. (ABR) Globe Life Inc (GL) OtterHome (HOME) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Another $GLJ https://www.bbc.co.uk/news/articles/c5yg3y0qgexo https://www.bbc.co.uk/news/articles/c5yg3y0qgexo"
X Link 2026-02-04T07:58Z 46.6K followers, [----] engagements
"From our report in [----] $GLJ https://viceroyresearch.org/grenke-research https://viceroyresearch.org/grenke-research"
X Link 2026-02-04T08:00Z 46.6K followers, [----] engagements
"Here's a very good summary of the fraudulent application process in Chittorgarh. $VEDL $VRL 2/2 https://x.com/Docuwallah/status/2020064599677309074s=20 Public Hearing in Chittorgarh is illegal. ToR granted on [--] Dec [----] but baseline data was collected earlier (OctNov). Draft EIA is void. Construction started without EC. Draft EIA not available in Hindi. Hearing must be stayed. #EIA #EnvironmentalJustice #NGT #Chittorgarh https://t.co/yklfDoi9FW https://x.com/Docuwallah/status/2020064599677309074s=20 Public Hearing in Chittorgarh is illegal. ToR granted on [--] Dec [----] but baseline data was"
X Link 2026-02-12T06:11Z 46.6K followers, [----] engagements
"Last week @grenke_ag this week #Athenex. The year gets better by the day for @viceroyresearch. Today we are vindicated for our reports: @AthenexInc now have to come clean on trial methodology and their Chinese lab. Pay attention to Viceroy https://viceroyresearch.org/athenex-research/ https://viceroyresearch.org/athenex-research/"
X Link 2021-03-01T14:46Z 46.4K followers, [--] engagements
"Arbor Realty Trust - Q4 CLO Update & Earnings Preview Arbors spreads have nosedived in Q4 [----] despite systematic can-kicking modifications of delinquent loans. Q4 [----] is looking to underperform Q3 [----] which itself was held up by one-off equity-affiliate gains. $ABR 1/ https://twitter.com/i/web/status/2014000741099139241 https://twitter.com/i/web/status/2014000741099139241"
X Link 2026-01-21T15:42Z 46.6K followers, 12.1K engagements
"$VEDL Thursday -@Vedanta_Group claimed deleveraging. With $275m of intercompany loans + interest due all funded through 'dividends.' (Img1) Friday- $VRL borrowed $350m NOT secured against #Vedanta BUT the small print says otherwise (Img2) Note: $206m due to KCM is still unpaid https://twitter.com/i/web/status/2018600313926680978 https://twitter.com/i/web/status/2018600313926680978"
X Link 2026-02-03T08:19Z 46.6K followers, [----] engagements
"@arbor1 Here's the full piece. 2/2 https://www.cnbc.com/2026/01/29/apartment-rents-just-dropped-to-the-lowest-level-in-4-years.html https://www.cnbc.com/2026/01/29/apartment-rents-just-dropped-to-the-lowest-level-in-4-years.html"
X Link 2026-02-04T21:06Z 46.6K followers, [----] engagements
"Were kicking things off this year with a long. Weve received dozens of requests to investigate this company as a short. The argument is tired the valuations true and the stock is unreasonably cheap: the emperor is fully clothed. Watch this space"
X Link 2026-02-16T13:38Z 46.6K followers, 39.1K engagements
"Earlier this month: Erica Robertson of @SimonArias_ agency was found to have submitted [--] fraudulent policies involving fictitious Maryland consumers. $GL"
X Link 2024-04-30T17:34Z 46.5K followers, [----] engagements
"Viceroy are proud of our work on $HOME #REIT. Without it these arrests would have never happened. Like many who dismiss our work the hammer always drops. Raids & six arrests as 300m bribery & fraud probe launched into social housing company. 1/2"
X Link 2026-01-14T16:48Z 46.5K followers, 11.9K engagements
"6 years on: Grenke resellers continue to defraud small business owners. @BBCYorkshire revisited this [--] months ago as part of an on-going investigation. What controls has @Grenke actually put in place since the last scandals $GLJ @carolinebilton"
X Link 2026-02-04T07:58Z 46.6K followers, [----] engagements
"$ABR - How will #Arbor extend & pretend rents dropping The quality of the loans & disclosures are a complete mess & now borrowers face a further blow. Consistent with our research @arbor1 borrowers' rents just dropped to the lowest level in [--] years. What next.1/2 Arbor Realty Trust - Q4 CLO Update & Earnings Preview Arbors spreads have nosedived in Q4 [----] despite systematic can-kicking modifications of delinquent loans. Q4 [----] is looking to underperform Q3 [----] which itself was held up by one-off equity-affiliate gains. $ABR 1/ https://t.co/6HsczdAwnU Arbor Realty Trust - Q4 CLO Update &"
X Link 2026-02-04T21:06Z 46.6K followers, [----] engagements
"$VEDL - management words rarely stack up at #Vedanta. Despite not clearing up what they've contaminated Vedanta now wish to 'pour old wine into new bottles' with 'green' copper. This is while they completed a [--] month monsoon study in less than [--] months in Chittorgarh. 1/2 Tamil Nadu Pollution Control Board has refused to issue 'Consent to Operate' to Vedanta Limited for establishing a Green Copper facility at the Thoothukudi Sterlite plant premises. The company has now approached the #MadrasHighCourt challenging the rejection order. Chief Justice Tamil Nadu Pollution Control Board has refused"
X Link 2026-02-12T06:11Z 46.6K followers, [----] engagements
"How many times has @UKLabour been caught falsely associating critics to the Kremlin. The propaganda gets pushed by MPs & private intelligence (ironic). This is criminal. @liambyrnemp & @Chris_D_Steele have much to answer to. c.30K is the going rate @HarryYorke1 @ManuMidolo @Gabriel_Pogrund and I were the subject of a disgraceful smear campaign just for doing our jobs Im proud that The Sunday Times is calling it out on the front page tomorrow Labour activists paid for smear campaign against journalists https://t.co/Uw9UjNJtzm @Gabriel_Pogrund and I were the subject of a disgraceful smear"
X Link 2026-02-15T19:08Z 46.6K followers, [----] engagements
"@BreakoutPoint It's contrarian enough we promise"
X Link 2026-02-16T14:40Z 46.6K followers, [----] engagements
"Arbor - Q2 [----] Financial Shenanigans Viceory's analysis is playing out in real time on Arbor's books. Management put on a masterclass of creative accounting and fraud. $ABR #thread 1/"
X Link 2025-08-06T13:18Z 46.5K followers, [----] engagements
"Report link $ABR 2/ https://viceroyresearch.org/2025/08/06/arbor-q2-2025-financial-shenanigans/ https://viceroyresearch.org/2025/08/06/arbor-q2-2025-financial-shenanigans/"
X Link 2025-08-06T13:18Z 46.5K followers, [---] engagements
"Arbors REO portfolio more than doubled in H1 [--]. Their new strategy seems to be: foreclose on a bad loan sell the asset at a loss and then provide 100% financing to the new buyer. We call this shell game "recycling risk". $ABR 3/"
X Link 2025-08-06T13:18Z 46.5K followers, [---] engagements
"Arbor has Resolved various NPLs by selling them at UPB losses substantially below the reported underlying collateral values. This is reinforced by weak mortgages against foreclosed properties: $ABR 4/"
X Link 2025-08-06T13:18Z 46.5K followers, [---] engagements
"Over $1 billion in Arbor's CLO loans are now delinquent a 54% surge since December. The underlying assets cannot cover the debt with DSCR collapsing to a reported 0.357x. This portfolio is underwater. The numbers are undeniable. $ABR 5/"
X Link 2025-08-06T13:18Z 46.5K followers, [---] engagements
"Arbor's financial reporting is irreconcilable. Their 10-Q reports $1.19B in H1 loan mods. The data from their CLOs alone shows $1.8B. We believe they are actively hiding the true scale of borrower distress. $ABR 6/"
X Link 2025-08-06T13:18Z 46.5K followers, [---] engagements
"Shareholder capital is being funneled to bail out management's failing personal investments. We estimate $300m from a new Build-to-Rent CLO was used to refinance and rescue construction projects owned by the CEO's family and other executives. $ABR 7/"
X Link 2025-08-06T13:18Z 46.5K followers, [---] engagements
"The self-dealing is blatant. A delinquent $21.7M loan from [----] to CEO Kaufman & co. was modified again extending its maturity to [----]. While regular borrowers face foreclosure management gets VIP treatment for their own troubled investments. $ABR 8/"
X Link 2025-08-06T13:18Z 46.5K followers, [---] engagements
"Arbor reports that in HY [----] it has only accrued $22m of PIK interest YTD. This is verifiably false. The calculation for the PIK is extremely straightforward. Viceroys calculations suggest $56m of PIK revenues YTD [----]. $ABR 9/"
X Link 2025-08-06T13:18Z 46.5K followers, [---] engagements
"Tthe only way our calculation does not work is if Arbor have included accrued revenues from $450m of NPLs loans in their revenues and their interest earning yield which should in fact be recorded on a cash basis. This would then inflate our PIK calculation. $ABR 10/"
X Link 2025-08-06T13:18Z 46.5K followers, [---] engagements
"The dividend. $ABR claims it's covered but their "distributable income" is comically inflated with non-cash revenues and ignores real losses it must incur in the future. We calculate Distributable EPS at just $0.08 vs a 30c dividend. $ABR 10/"
X Link 2025-08-06T13:18Z 46.5K followers, [----] engagements
"Compounding these issues a denied FOIA request suggests the SEC may have an ongoing enforcement action against Arbor. We believe this is a wind-down. $ABR 11/end"
X Link 2025-08-06T13:18Z 46.5K followers, [----] engagements
"Our website is very very popular today. Millions of hits. We'll get it back up and running shortly"
X Link 2025-08-06T17:47Z 46.5K followers, [----] engagements
"Our letter to the @RBI details how over $1.5B in "brand fees" have been remitted offshore from $VEDL since FY22 with no commercial justification. In our view this is a clear circumvention of capital controls under the Foreign Exchange Management Act (FEMA). 3/"
X Link 2025-08-07T07:14Z 46.4K followers, [---] engagements
"Our report to the @RBI highlights the [----] $956m loan from $VEDL to VRL subsidiaries. $417m remains outstanding after [--] years and its partial "repayment" involved opaque fund round-tripping. This isn't a loan; it's a disguised remittance. 5/"
X Link 2025-08-07T07:14Z 46.4K followers, [---] engagements
"The financial engineering at $VEDL appears deliberately designed to bypass FEMA [----]. By disguising offshore remittances as intercompany loans and fees the group erodes India's tax base and drains its foreign exchange reserves. 6/"
X Link 2025-08-07T07:14Z 46.4K followers, [---] engagements
"A key risk we've flagged for the @RBI: $VEDL's brand fee receivables are pledged as collateral for VRL's high-interest offshore debt. This means Indian operations and their cash flows are now directly subordinated to foreign lenders. 7/"
X Link 2025-08-07T07:14Z 46.4K followers, [---] engagements
"Indian banks are exposed to Agarwal-affiliated shells like Serentica & Runaya. These entities exist only to drain margins from $VEDL via captive contracts creating a systemic risk for the banks that lend to them. 8/"
X Link 2025-08-07T07:14Z 46.4K followers, [---] engagements
"We've shown the @RBI how $VEDL is bound by "backdoor covenants" in VRLs foreign loans. Offshore lenders now have control over a major Indian company's asset sales borrowings and dividendsterms VEDL never formally agreed to. 9/"
X Link 2025-08-07T07:14Z 46.4K followers, [----] engagements
"Our letter is a formal call to action for the Reserve Bank of India. We urge them to investigate these unauthorized remittances the circumvention of FEMA and the systemic risk these practices pose to India's financial stability. $VEDL 10/end"
X Link 2025-08-07T07:14Z 46.4K followers, [----] engagements
"The NCLAT has pushed the TSPLSEPCO dispute hearing to September [--] [----] firmly sinking Anil Agarwals latest AGM promise of a demerger before September. As a reminder TSPL hid material liabilities to SEPCO in its demerger petition. Still no comment from $VEDL. At this point we may as well be their investor relations desk. @Sebi_updates @Sebi_news"
X Link 2025-08-07T14:16Z 46.4K followers, [----] engagements
"Vedanta - The Skorpion Mine & Smelter Our investigation into #Vedanta continues on the ground. We sent a team to Namibia to inspect the Skorpion Mine & Smelter. Our finding: the complex is a scrapheap beyond salvation and management's restart plans are pure fiction. $VEDL 1/"
X Link 2025-08-11T05:14Z 46.4K followers, 15.5K engagements
"Report link $VEDL 2/ https://viceroyresearch.org/2025/08/11/vedanta-the-skorpion-mine-smelter/ https://viceroyresearch.org/2025/08/11/vedanta-the-skorpion-mine-smelter/"
X Link 2025-08-11T05:14Z 46.4K followers, [---] engagements
"Management claims the Skorpion complex is under "care and maintenance". This is false. Our drone footage and on-site intelligence confirm the site has been abandoned since [----] and is in a state of deep decay. $VEDL 3/"
X Link 2025-08-11T05:14Z 46.4K followers, [----] engagements
"The plan to restart the mine by FY27 is a fantasy. Our investigation found the pit is structurally compromised and flooded. Not a single piece of mobile equipmentno haul trucks no dozersremains on site. $VEDL 4/"
X Link 2025-08-11T05:14Z 46.4K followers, [---] engagements
"The proposed smelter "conversion" to process ore from Black Mountain Mine is technically impossible. A zinc oxide (SX-EW) plant cannot be "converted" to process sulphide ores; it requires a completely different process and a full rebuild. $VEDL 5/"
X Link 2025-08-11T05:14Z 46.4K followers, [---] engagements
"The logistics for the smelter conversion don't add up. There is no viable road or bridge between South Africa and Namibia that can support the heavy haulage trucks needed to transport ore from BMM to Skorpion The plan is a non-starter. $VEDL 6/"
X Link 2025-08-11T05:14Z 46.4K followers, [---] engagements
"A critical failure: The Skorpion complex has no industrial power supply. Its contract with Eskom expired in January [----]. You cannot run a [---] ktpa smelter without power and there are no credible plans to restore it. $VEDL 7/ https://www.namibian.com.na/nampower-stalls-skorpion-zinc-mine-resuscitation/#::text=The%20mine%20will%20require%20approximatelytime%20of%20going%20to%20print.&text=Subscribe%20Now https://www.namibian.com.na/nampower-stalls-skorpion-zinc-mine-resuscitation/#::text=The%20mine%20will%20require%20approximatelytime%20of%20going%20to%20print.&text=Subscribe%20Now"
X Link 2025-08-11T05:14Z 46.4K followers, [---] engagements
"A worker on site told us the plant is "falling apart". Our drone imagery confirms it. The smelter is a corroded sediment-filled scrapheap. This is not a strategic asset; it is a testament to corporate neglect. $VEDL 8/"
X Link 2025-08-11T05:14Z 46.4K followers, [---] engagements
"This abandoned complex is not an asset; it's a massive unquantified liability. VEDL has provisioned just $16m for rehabilitation. A clean-up of this scale could cost hundreds of millions. The plan appears to be to walk away from the destruction. #greenwashing $VEDL 9/"
X Link 2025-08-11T05:14Z 46.4K followers, [---] engagements
"#Vedanta boasts of its ESG credentials. The reality Abandoning a major industrial site and leaving a workforce in the town of Rosh Pinah which has documented elevated lead levels and toxic dust. This is extraction then abandonment. $VEDL 10/"
X Link 2025-08-11T05:14Z 46.4K followers, [---] engagements
"THL Zinc Namibia was already being stripped of cash through upstream loans to Vedanta well before the mine wall collapse. After the collapse the company executed a non-cash buyback arrangement to offset these loans financially abandoning the operation. $VEDL 11/"
X Link 2025-08-11T05:14Z 46.4K followers, [---] engagements
"More to come including from our visit to Black Mountain. $VEDL 14/"
X Link 2025-08-11T05:14Z 46.4K followers, [----] engagements
"Here is some more captured footage of the Skorpion mine and its surroundings for your interest. [--]. A video of the Skorpion mine & smelter. It shows the decay of the smelter facility and the collapse of the mine wall. $VEDL 1/ Vedanta - The Skorpion Mine & Smelter Our investigation into #Vedanta continues on the ground. We sent a team to Namibia to inspect the Skorpion Mine & Smelter. Our finding: the complex is a scrapheap beyond salvation and management's restart plans are pure fiction. $VEDL 1/ https://t.co/3ojnB8Iqvm Vedanta - The Skorpion Mine & Smelter Our investigation into #Vedanta"
X Link 2025-08-11T05:32Z 46.4K followers, [----] engagements
"2. Footage of the waste surrounding the facility. $VEDL"
X Link 2025-08-11T05:32Z 46.4K followers, [----] engagements
"3. Flyover footage of the abandoned facility showing decay. $VEDL"
X Link 2025-08-11T05:38Z 46.4K followers, [----] engagements
"Well review the #Vedanta PIL & report back tomorrow. Africa Special Pt.2 (BMM/Gamsberg) pushed to Monday. Weve published 100s of pages of referenced research on Vedanta managements only response: silence. Transparency isnt optional. $VEDL https://www.moneylife.in/article/viceroy-report-on-vedanta-triggers-pil-in-supreme-court-for-probe-into-alleged-fraud/77974.html https://www.moneylife.in/article/viceroy-report-on-vedanta-triggers-pil-in-supreme-court-for-probe-into-alleged-fraud/77974.html"
X Link 2025-08-13T14:06Z 46.4K followers, [----] engagements
"Report now live $VEDL $HZL 2/ https://viceroyresearch.org/2025/08/14/vedanta-public-interest-litigation/ https://viceroyresearch.org/2025/08/14/vedanta-public-interest-litigation/"
X Link 2025-08-14T05:01Z 46.4K followers, [---] engagements
"In the absence of regulatory clarity & in light of the PIL we are publishing our full complaint to Our complaint addresses chronic siphoning of funds financial misstatements and the use of public funds to service promoter-level debt. $VEDL 1/"
X Link 2025-08-14T11:31Z 46.4K followers, [----] engagements
"Report now live: $VEDL 2/ https://viceroyresearch.org/2025/08/14/vedanta-our-complaint-to-the-securities-and-exchange-board-of-india/ https://viceroyresearch.org/2025/08/14/vedanta-our-complaint-to-the-securities-and-exchange-board-of-india/"
X Link 2025-08-14T11:31Z 46.4K followers, [---] engagements
"Our complaint also highlights the massive encumbrance of nearly 100% of VRLs holdings in VEDL stock price manipulation and directly attributes $VEDL mischief to violations of SEBI and Companies Act regulations. 3/"
X Link 2025-08-14T11:31Z 46.4K followers, [----] engagements
"The Agarwal family has long relied upon SEBI's discretion to operate unchecked. We are publishing this complaint in the interest of transparency & to expose what they would rather keep hidden: the systematic exploitation of investors insurers pensioners and the GoI $VEDL 4/end"
X Link 2025-08-14T11:31Z 46.4K followers, [----] engagements
"$VEDL boasts corporate responsibility. This Independence Day @HellaMaharashtr brings the Dongria Kondh vs @Vedanta struggle. Sabrang India exposed an alleged Vedanta-goon bid to abduct tribal leader Prafulla Samantara. #Niyamgiri (English subtitles) 1/ https://www.youtube.com/watchv=oESEDwwikj0cc_load_policy=1&cc_lang_pref=en https://www.youtube.com/watchv=oESEDwwikj0cc_load_policy=1&cc_lang_pref=en"
X Link 2025-08-15T14:08Z 46.4K followers, [----] engagements
"Despite allegations of abductions torture false 'Maoist' charges & police raids the Gram Sabha saw ALL [--] affected Niyamgiri villages vote 100% NO to #Vedanta mining. A historic indigenous win for #Niyamgiri #AdivasiRights $VEDL 2/ https://sabrangindia.in/attempts-kidnap-tribal-rights-leader-prafulla-samantara-foiled-allegations-corporate-crime/ https://sabrangindia.in/attempts-kidnap-tribal-rights-leader-prafulla-samantara-foiled-allegations-corporate-crime/"
X Link 2025-08-15T14:08Z 46.4K followers, [----] engagements
"Vedanta - The BMM Blowout Our on-the-ground investigation into BMM reveals its $1b+ asset is financially distressed operationally mismanaged and in a severe labor crisis. Tensions & project timelines have both boiled over. 1/ $VEDL #thread"
X Link 2025-08-18T04:53Z 46.4K followers, 11.1K engagements
"Report now live 2/ $VEDL https://viceroyresearch.org/2025/08/18/vedanta-the-black-mountain-mining-blowout/ https://viceroyresearch.org/2025/08/18/vedanta-the-black-mountain-mining-blowout/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"Execution incompetence or capex fraud BMM has spent $566m on projects budgeted for $500m yet they remain years from completion. We believe routine operating expenses are being capitalized to aggressively inflate asset values. $VEDL 3/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"Chronic Project Delays The Gamsberg Phase [--] project is now more than four years behind its original schedule. At the current pace of progress (68.5% complete in FY25) it won't be finished until after [----]. $VEDL 4/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"Then theres the Magnetite Project. Announced in [----] as a simple 12-month initiative it remains incomplete over a decade later. For [--] years analysts have modeled inflows from a project that remains a ghost. $VEDL 5/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"Vedanta's plan to process Gamsberg ore at the Skorpion smelter is pure fantasy. Our site visit found a decaying inert facility and a transport plan that requires dozens of trucks a day to cross a single-lane bridge they're too heavy for. $VEDL 6/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"About that new Gamsberg Smelter. Is VZI building a new one converting the old one in Namibia or physically moving the decaying Namibian smelter to South Africa Investors have been told all three preposterous stories. $VEDL 7/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"Despite systematic delays across its portfolio Vedanta continuously assures investors that "all ongoing capital projects are progressing per schedule." This claim is directly contradicted by their own annual reports. A classic case of corporate gaslighting. $VEDL 8/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"BMM is bleeding cash with a $320m free cash flow loss over the last two years. Yet it continues to pay millions in "brand fees" up to its parent companyfees it clearly cannot afford. $VEDL 9/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"A major contractor has filed a formal winding-up petition against BMM claiming the company is commercially insolvent and unable to pay its debts. With $159m in current liabilities vs. $90m in assets working capital does look constrained. $VEDL 10/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"In FY25 BMM secured a $250m loan from RMB to finance its ongoing Capex requirements. It appears to have misstated a loan covenant as requiring a Debt/EBITDA ratio above 2.5x. Perhaps this is a deliberate strategy to take more debt. (sarcasm) $VEDL 11/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"South Africa's National Union of Mineworkers (NUM) has accused Vedanta of "modern-day corporate colonialism" and "economic sabotage" over its plan to outsource the BMM workforce triggering mass protests. $VEDL 12/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"This "draconian" outsourcing plan threatens to strip workers of their pensions housing and a 5% stake in the company held via an employee profit-sharing schemea move the NUM says will cast members into "old-age poverty." $VEDL 13/"
X Link 2025-08-18T04:53Z 46.4K followers, [--] engagements
"To understand the reality behind Vedantas public claims we conducted interviews with long-serving BMM employees. These conversations reveal the deep disconnect between managements investor messaging and the conditions faced by its workforce. $VEDL 14/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"Executive Chairman Anil Agarwal has refused to engage with the NUM or the striking workers. Instead decisions affecting thousands are made "from London" with no consultation deepening perceptions of colonial-style governance. $VEDL 15/"
X Link 2025-08-18T04:53Z 46.4K followers, [--] engagements
"VRL CEO Deshnee Naidoo now the face of the company to investors is the same executive who oversaw the operational disasters at VZI including a fatality at BMM and the slope collapse that shuttered the Skorpion mine. $VEDL 16/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"In [----] Naidoo resigned from VZI stating the expansion risk was "simply too great." Now as VRL's CEO she is repackaging and promoting the exact same failed strategy to investors. $VEDL 17/ https://www.miningreview.com/base-metals/south-africa-urged-to-create-an-enabling-business-environment/ https://www.miningreview.com/base-metals/south-africa-urged-to-create-an-enabling-business-environment/"
X Link 2025-08-18T04:53Z 46.4K followers, [---] engagements
"Vedanta brands itself an ESG champion but the reality is starkly different. Workers report inadequate decontamination facilities creating the risk of transferring toxic lead dust from the mine into their homes and communities. $VEDL 18/"
X Link 2025-08-18T04:53Z 46.4K followers, [----] engagements
"BMM is not the valuable going-concern asset presented to investors. It is a house of cards plagued by mismanagement financial distress and a collapsing social license to operate. Any value will not be derived by Vedanta. $VEDL 19/end"
X Link 2025-08-18T04:53Z 46.4K followers, [----] engagements
"#Vedanta's CSR promises ring hollow when locals in Goa are forced to block ore transport & demand the removal of an unauthorized weighbridge & operations that damage roads life & safety. If community welfare is priority then why the silence now $VEDL https://timesofindia.indiatimes.com/city/goa/piligao-locals-block-ore-transport-want-weighing-bridge-removed/articleshow/123371705.cms https://timesofindia.indiatimes.com/city/goa/piligao-locals-block-ore-transport-want-weighing-bridge-removed/articleshow/123371705.cms"
X Link 2025-08-19T17:08Z 46.4K followers, [----] engagements
"Vedanta 2nd Interim Dividend Board Meeting Vedantas dividends are unsustainable brand fees are likely to remain untouched and minority shareholders are footing the bill. $VEDL #thread 1/"
X Link 2025-08-20T06:00Z 46.4K followers, [----] engagements
"Report now live $VEDL 2/ https://viceroyresearch.org/2025/08/20/vedanta-2nd-interim-dividend-board-meeting/ https://viceroyresearch.org/2025/08/20/vedanta-2nd-interim-dividend-board-meeting/"
X Link 2025-08-20T06:00Z 46.4K followers, [---] engagements
"$VEDL's dividend math doesn't add up. The company is funding payouts not with profits but with ever-increasing debt and asset sales. How long can you burn the furniture to heat the house Ahead of Thursday's board meeting we see a growing cash flow shortfall. 3/"
X Link 2025-08-20T06:00Z 46.4K followers, [---] engagements
"Heads the promoter wins. Tails minority shareholders lose. $VEDL pays massive "brand fees" to its parent VRL pegged to revenue not profit. So even as the company's free cash flow deteriorates the parent's payday grows. 4/"
X Link 2025-08-20T06:00Z 46.4K followers, [---] engagements
"The justification for siphoning cash via brand fees "Exploration risk" says management. A nice story but VRL is a holding company that took on no more risk than any other shareholder. This is an extraction mechanism plain and simple. $VEDL 5/"
X Link 2025-08-20T06:00Z 46.4K followers, [---] engagements
"The choice for $VEDL's board: Cut the dividend and tank the share price or maintain it and burn cash faster toward insolvency Either way minority shareholders are deprioritized to support the promoter's liquidity needs. A classic setup. 6/"
X Link 2025-08-20T06:00Z 46.4K followers, [----] engagements
"Our prediction for Thursday's meeting: Whether the dividend is cut suspended or raised the brand fees flowing to the promoter will continue untouched. This isn't a sustainable dividend policy; its a systematic rip-off of minority shareholders. $VEDL 7/end"
X Link 2025-08-20T06:00Z 46.4K followers, [----] engagements
"BREAKING - @Vedanta_Group - NCLT demerger meeting pushed back to 17th September for Ministry objections and SEBI warning notice. All parties agree there will be need for further hearings. More to follow. $VEDL #vedanta"
X Link 2025-08-20T07:06Z 46.4K followers, [----] engagements
"https://www.cnbctv18.com/market/vedanta-share-price-falls-after-government-objects-to-demerger-sebi-issues-warning-nclt-19656562.htm https://www.cnbctv18.com/market/vedanta-share-price-falls-after-government-objects-to-demerger-sebi-issues-warning-nclt-19656562.htm"
X Link 2025-08-20T07:39Z 46.4K followers, [----] engagements
"$VEDL https://m.economictimes.com/industry/indl-goods/svs/metals-mining/vedantas-ambitious-demerger-plan-faces-rocky-road-ahead-as-government-raises-objection/articleshow/123404368.cms https://m.economictimes.com/industry/indl-goods/svs/metals-mining/vedantas-ambitious-demerger-plan-faces-rocky-road-ahead-as-government-raises-objection/articleshow/123404368.cms"
X Link 2025-08-20T09:34Z 46.4K followers, [----] engagements
"$VEDL's commitment to pay down Promoter debt affirms their inability to complete any capital projects. We note that this outsized dividend is nonetheless a 35% cut from YTD Q2 [----] while "brand fees" paid to Promoters have increased by 10%. You are being scammed. 1/"
X Link 2025-08-21T11:51Z 46.4K followers, 11.7K engagements
"That analysts have been so embarrassed by management in their dividend assumptions speaks volumes of both parties. We remain prescient per our commentsmadeyesterday. $VEDL 2/"
X Link 2025-08-21T11:51Z 46.4K followers, [----] engagements
"We look forward to Vedanta's inevitable inbound debt raise announcements so that it can continue to fund its Promoters fund loss making operations continue lying to shareholders continue to rip off the Indian taxpayer and continue to hoodwink Indianregulators. $VEDL 3/"
X Link 2025-08-21T11:51Z 46.4K followers, [----] engagements
"Hey Google what's a "Yield Trap" $VEDL $VEDL's commitment to pay down Promoter debt affirms their inability to complete any capital projects. We note that this outsized dividend is nonetheless a 35% cut from YTD Q2 [----] while "brand fees" paid to Promoters have increased by 10%. You are being scammed. 1/ https://t.co/MeFsMwUBuK $VEDL's commitment to pay down Promoter debt affirms their inability to complete any capital projects. We note that this outsized dividend is nonetheless a 35% cut from YTD Q2 [----] while "brand fees" paid to Promoters have increased by 10%. You are being scammed. 1/"
X Link 2025-08-21T12:53Z 46.4K followers, [----] engagements
"THL ZINC VALUATION We've taken a deep dive into Vedantas International Zinc operations. Our analysis concludes the THL Group carries a $800m unrecognized impairment across its Black Mountain Mining and Skorpion assets. $VEDL 1/"
X Link 2025-08-22T05:31Z 46.4K followers, [----] engagements
"The result of VEDL's lack of commitment to THL has stalled every major project. The Gamsberg Phase [--] is [--] years delayed the Skorpion conversion hasn't even started and the Magnetite plant is a decade behind schedule. 4/ $VEDL"
X Link 2025-08-22T05:31Z 46.4K followers, [---] engagements
"The inaction is stark. At NALCO Mr. Bajpai oversees record profits yet at $HZL he allows this pillaging. Mr. Chatterjee was appointed to prevent the very governance failures he now silently condones letting down $VEDL and $HZL shareholders. 5/"
X Link 2025-08-25T03:27Z 46.4K followers, [---] engagements
"Here are the links to #Vedanta's PR guff. No @FT Logo at all. 2/2 2/2 https://www.hzlindia.com/media_press_releases/hindustan-zinc-becomes-the-first-indian-company-to-join-the-international-council-on-mining-and-metals-icmm/ https://www.vedantalimited.com/public/uploads/16248/Hindustan-Zinc-Becomes-First-Indian-Company-to-Join-International-Council-on-Mining-and-Metals-(ICMM)--Company-Announcement---FT.com.pdf https://www.hzlindia.com/media_press_releases/hindustan-zinc-becomes-the-first-indian-company-to-join-the-international-council-on-mining-and-metals-icmm/"
X Link 2025-08-28T10:11Z 46.3K followers, [----] engagements
"Report now live $VEDL 2/ https://viceroyresearch.org/2025/09/03/vedanta-oil-gas-segment-analysis/ https://viceroyresearch.org/2025/09/03/vedanta-oil-gas-segment-analysis/"
X Link 2025-09-03T04:50Z 46.4K followers, [---] engagements
"Vedanta's exploration program outside of the main Rajasthan block has been an expensive failure. The company has spent [----] crore (approximately $495m) on this exploration since FY21. $VEDL 7/"
X Link 2025-09-03T04:50Z 46.4K followers, [---] engagements
"The return on this $495m investment is disastrous. 70% of the total spend (2974 crore) has been written off due to high failure rates. Since FY23 only one minor contingent discovery has been made (Rudra [--] mmboe 2C) at an uneconomic cost of around $50/boe. $VEDL 8/"
X Link 2025-09-03T04:50Z 46.4K followers, [--] engagements
"Report link $VEDL https://viceroyresearch.org/2025/09/04/vedanta-our-complaint-to-the-reserve-bank-of-india/ https://viceroyresearch.org/2025/09/04/vedanta-our-complaint-to-the-reserve-bank-of-india/"
X Link 2025-09-04T05:52Z 46.4K followers, [---] engagements
"We recognize the RBIs vital role as guardian of Indias accounts and foreign exchange policy and we appreciate that its work often occurs behind the scenes. But it is precisely this quiet approach that VRL has exploited to channels offshore under the guise of brand fees loans and guarantees. $VEDL 4/end"
X Link 2025-09-04T05:52Z 46.4K followers, [----] engagements
"Despite Sijimali's stall $VEDL has continued to expand the Lanjigarh refinery. We calculate they've spent [----] crore ($181m) on the expansion since FY23. Without a secure bauxite source these expansions only exacerbate existing weaknesses. 8/"
X Link 2025-09-09T05:53Z 46.4K followers, [---] engagements
"Alas Vedanta's Aluminium ambitions are pure PR spin fed down from its Promoter group who continue to punish minority interest holders. 14/end"
X Link 2025-09-09T05:53Z 46.4K followers, [----] engagements
"Bought out of bankruptcy @eslsteellimited is a company that cant legally or profitably operate. The @vedanta_group subsidiary has [--] going concern issues: no EC no CTO and functionally insolvent. 2/6"
X Link 2025-09-26T04:01Z 46.4K followers, [---] engagements
"Remember #Satyam They flaunted a Golden Peacock before the fraud unraveled in epic fashion. Now #Vedanta brag about the same award for Excellence in Governance. Nothing says governance like buried debt related-party deals & financial shenanigans. Congrats on the creativity"
X Link 2025-09-26T13:07Z 46.4K followers, [----] engagements
"Here's the #Vedanta Resources Compliance officer Somani lying on the [--] June [----] call (page 12) Here's @LiveMint article @Nigel__DSouza & UBS's Stansfield must be embarassed by this from @CNBCTV18Live. This isn't the first time. https://www.livemint.com/companies/vedanta-bond-plan-refinancing-confusion-viceroy-questions-600-mn-loan-proceeds-11759157043085.html https://vedantaresources.com/uploads/investor-overview/financial-results/VedantaEarnings_24Jun2025_CallTranscript.pdf"
X Link 2025-10-01T10:41Z 46.4K followers, [----] engagements
"2 days after we highlighted the safety & environmental concerns at #Vedantas group of companies this happens. There has also been a major derailment of a train as well 2/2 https://localhalchal.in/ https://medium.com/%40shashankdubey97sd/%EF%B8%8F-balco-540-mw-plant-disaster-exposes-vedantas-safety-esg-failures-e2cec42102d0 https://localhalchal.in/ https://medium.com/%40shashankdubey97sd/%EF%B8%8F-balco-540-mw-plant-disaster-exposes-vedantas-safety-esg-failures-e2cec42102d0"
X Link 2025-10-04T05:34Z 46.4K followers, [----] engagements
"@iNaz155 @SEBI_updates @RBI that is not the trascript"
X Link 2025-10-10T08:40Z 46.4K followers, [---] engagements
"Parker H. Petit stated its illegal short selling. @MiMedx;s VP of Global Sales Mike Carlton deposition proved $MDXG misled investors & lied to analysts. Anxiety is a fear caused by what people think others know Parker H. Petit we know it #ComingSoon @AlderLaneeggs @AureliusValue"
X Link 2017-12-13T20:36Z 44.3K followers, [--] engagements
"In the [--] months to August [----] what was the actual value of Capitec loans that were cured out of arrears $CPI #JSE"
X Link 2018-02-20T08:28Z 44.4K followers, [--] engagements
"Do Capitec believe extending new loans to consumers who were only one day prior in arrears is both socially and financially sustainable $CPI #JSE https://viceroyresearch.org/2018/02/20/viceroys-open-letter-to-capitec/ https://viceroyresearch.org/2018/02/20/viceroys-open-letter-to-capitec/"
X Link 2018-02-20T08:34Z 44.3K followers, [--] engagements
"Viceroy ask Capitec to elaborate on its recently amended maximum customer loans policy $CPI #JSE 1/2 https://viceroyresearch.org/2018/02/20/viceroys-open-letter-to-capitec/ https://viceroyresearch.org/2018/02/20/viceroys-open-letter-to-capitec/"
X Link 2018-02-20T08:40Z 44.4K followers, [--] engagements
"Viceroy believe ProSieben created mark-to-model valuations for much of its media-for-equity portfolio through arbitrary excess inventory valuation. $PSM.GR now booked what we believe are unjustified capital gains on its portfolio through a related party sale to CrossLantic"
X Link 2018-03-06T10:14Z 44.3K followers, [--] engagements
"We believe that revenues from $AMDs Enterprise Embedded and Semi-Custom segment will fall at least 88% based on the heavy concentration of the segments sales on two customers in light of #amdflaws. @business @CNBC"
X Link 2018-03-22T16:54Z 44.3K followers, [--] engagements
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