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@Fin_Eng_Net "I cannot say it often enough jurisdictional risk must NOT be ignored. See the case of $DPM previously Dundee Precious Metals. June 25: permit obtained Sep 25: Feasibility Study updated Oct 25: permit revoked thankfully this project isn't the main driver but it would've been a nice addition"
X Link @Fin_Eng_Net 2025-10-07T10:56Z 2807 followers, XXX engagements

"@yieldsearcher Will be interesting when lower Yen leads to higher inflation (energy imports). Will bond yields still fall then 😊 At some point both could flush currency and bonds"
X Link @Fin_Eng_Net 2025-10-08T11:26Z 2808 followers, 1370 engagements

"$DGE.L $DEO after a minor dead-cat bounce post full-year results continues to drift lower. The stock made not only new lows for the year. It even is negative over the last ten years. Are these the successful risk-free and defensive (safe) long-term compounders everyone's seeking Ah the dividend I forgot"
X Link @Fin_Eng_Net 2025-10-09T09:16Z 2808 followers, XXX engagements

"I don't get what there actually is to innovate empty buzz to pull up the stock price from it slump. why don't you cut the dividend that you cannot afford anymore and delever aggressively $PEP"
X Link @Fin_Eng_Net 2025-10-10T07:23Z 2808 followers, XXX engagements

"c'mon this is neither a defensive and safe long-term compounder nor is a turnaround in sight. Diageo already made new lows. Pernod Ricard will follow"
X Link @Fin_Eng_Net 2025-10-09T14:41Z 2808 followers, XXX engagements

"$RI.PA Pernod Ricard Q1 sales update again nothing special weakness confirmed. the pace to the downside accelerates w/ the only answers being cutting costs being more cautious w/ investments and hoping for a strong FY H2 (H1 2026). USA XX% China XX% avoid alc stocks"
X Link @Fin_Eng_Net 2025-10-16T09:19Z 2809 followers, XXX engagements

"so folks one of my biotech picks for my paid-members (who know the stock since March 2023) United Therapeutics $UTHR an hour ago made a blockbuster announcement. the ongoing study for a rare debilitating and progressing disease of the name IPF has met its primary endpoint and most of its secondary ones. UTHR stock hit limit-up pre-market and is currently trading around XX% higher at a new ATH in deeply red broader market. if approved and these are strong arguments this will entirely transform the company catapulting it into new dimensions. this is clearly proof that it is worth it to spend"
X Link @Fin_Eng_Net 2025-09-02T12:33Z 2808 followers, 1210 engagements

"oh wow thx for sharing. indeed everyone is bullish $LQDA and pushing it. $UTHR is hated. at least I my timeline. $UTHR has the way better setup starting with no debt and a huge cash pile. If it loses it grows in the way larger IPF market with the option of the oral ralineapag tablet for PAH to revolutionize this market. if it wins it wins big and LQDA goes bankrupt. where's the more lucrative risk / reward :-)"
X Link @Fin_Eng_Net 2025-10-01T18:14Z 2807 followers, 1286 engagements

"@vrotjan @Juani1000 doubt it's positive for $LQDA despite my entire timeline being spammed with LQDA bulls as $UTHR would get market exclusivity for a few years if I remember correctly"
X Link @Fin_Eng_Net 2025-09-29T10:34Z 2807 followers, 1093 engagements

"AI = artificially inflated. That's what I think about the storage mania w/ stocks like $WDC $STX + recently also $SNDK being among the best-performers of the S&P XXX in 2025. This is based on s. th. unprecedented though making it unlikely to last forever Check it out 👇"
X Link @Fin_Eng_Net 2025-10-16T09:09Z 2809 followers, XXX engagements

"nothing to freak out about not even X% of stock over the next XX months. not covered by FCF when subtracting the dividend. $BF.A $BF.B"
X Link @Fin_Eng_Net 2025-10-03T12:11Z 2808 followers, 1124 engagements

"Diageo's CEO $DEO $DGE.L abandoned (the sinking) ship. I have been skeptical about alcohol stocks for longer now. what many still do not seem to understand: - the industry has structural issues with falling volumes - stocks are still expensive like sh** -- don't forget debt for your comfort I highlighted all the "buy the dip" occasions on the price chart irony off"
X Link @Fin_Eng_Net 2025-07-21T08:17Z 2807 followers, 1977 engagements

"Capri Holdings $CPRI owner of Michael Kors Jimmy Choo and soon-to-be-sold Versace continues to struggle operationally. I know proceeds from Versace will improve the balance sheet strongly. But below we can see CPRI is struggling financially. - cash down y/y - receivables down aggressive here - inventories up officially due to earlier than expected deliveries could be due to tariffs okay. bit what if they don't sell their stuff heavy promotions coming - payables strongly up aggressive here too - long-term debt up but Versace will bring that down it looks like they are very aggressive in"
X Link @Fin_Eng_Net 2025-09-08T10:56Z 2808 followers, 1004 engagements

"As written in August prior to the full-year results Diageo's $DGE.L $DEO stock remains absolutely uninteresting. In spite of having been more than cut in half from its highs the stock is still extremely overvalued. Business momentum is lost the balance sheet over-levered"
X Link @Fin_Eng_Net 2025-10-09T09:15Z 2809 followers, 1351 engagements

"absolutely XX bn.+ company. what I find interesting and a bit funny too is one of the most often shown tickers in my timeline is $LQDA everybody is long and there's inly upside. yet it's $UTHR stock that's climbing IPF is being priced in. but if UTHR gets it approved if I remember correctly they will have a few years of orphan exclusivity so that Seralutinib could only enter into the mid-2030s or so"
X Link @Fin_Eng_Net 2025-09-27T11:20Z 2807 followers, 1474 engagements

"$KLAR IPOed and is down 6%. a good start as there is likely much more to come to the downside. with XX bn. USD in market cap revenues of X bn. USD and the worst crop of customers thinkable (cash-strapped consumers in a shaky economic environment) hardly convincing wouldn't be surprised to see the stock down XX% or so over the next 1218 months"
X Link @Fin_Eng_Net 2025-09-12T13:03Z 2808 followers, 3310 engagements