[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@athelascapital "More narrative violations in NYC office. - Flight to quality - Conversions reducing supply From CNBC. $VNO $SLG"
X Link @athelascapital 2025-09-03T23:35Z XXX followers, 1226 engagements

"Golden age for USD-denominated debt issuers with real-asset collateral. $RIG $TROX $VNO"
X Link @athelascapital 2025-09-05T01:24Z XXX followers, 2187 engagements

"Perhaps notable that SVP Marketing/Contracts and SVP Operations at $NE along with $VAL COO all sold around 1/3rd of their stock during mid September. Plus $RIG offering optics as buying them some time Reading into it too much or are offshore cos looking at some underwhelming contracting coming up Looking for the bear case"
X Link @athelascapital 2025-09-27T03:53Z XXX followers, XXX engagements

"Amidst the latest market fad of pre-revenue junior rare earth explorers there are still unique opportunities for value-oriented investors. Free to read on my blog. Link in bio. $SBSW $METC $TROX $ILU.AX $LRM.AX"
X Link @athelascapital 2025-10-16T02:42Z XXX followers, XXX engagements

"The best time to buy cyclicals is during industry downturns. Find industries where: - Analysts are bearish - Companies are going bust - Valuations appear expensive - Supply is being curtailed The chemicals industry faces this landscape specifically the TiO2 producers. I highlighted these points in my substack post on $TROX but worth reiterating. At present: - Analysts remain bearish (see image) even as insiders loaded up near the August lows. - Marginal producer $VNTRF just put their UK sub into administration and is looking to sell these facilities - the company is burning lots of cash even"
X Link @athelascapital 2025-09-08T19:26Z XXX followers, 1510 engagements

"Just now seeing the spectacular move by $METC the past few months. Old mines sitting on loads of the latest thing aka rare earths. Similar situations at lots of mines where rare earths were ignored or even disposed of as a waste product"
X Link @athelascapital 2025-10-11T01:47Z XXX followers, XXX engagements

"From 2023 Venator presentation. Consolidation is a key driver of future pricing power. $VNTRF $CC $KRO $TROX"
X Link @athelascapital 2025-10-18T20:11Z XXX followers, XXX engagements