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@AHart1974
"REMY COINTREAU - Thinking out loud (RCO FP) Luxury in focus this morning with strong numbers from LVMH +14% leading the sector higher China's Li overnight reiterating the need to stimulate consumption to rely less on exports Remy Cointreau is XX% revs Asia-Pac Trades on 20.5C F12m PE vs 5-year average of 26X Chart has been bottoming since April but with a range of 40-60 it feels like maybe we could have a run towards 200-day MA resistance at XXXX - no earnings until Nov 27th (nice runway). Quite a few declared shorts on the holders list - given the luxury move may be tempted to cover (1m"
X Link @AHart1974 2025-10-15T13:14Z 4698 followers, XXX engagements
"@great_martis what happens to gold in that scenario"
X Link @AHart1974 2025-10-15T15:21Z 4699 followers, 21.5K engagements
"SLB US (Schlumberger of old) - THINKING OUT LOUD THEY REPORT TMRW I wonder if SLB is an interesting play on TWO themes here Firstly OIL SERVICES - Saudi Aramco chief warns of global oil shortage if industry fails to invest. Amin Nasser predicts supply crunch unless energy companies return to exploration and find new reserves. Remember the IEA news recently Having been calling for an oil glut next year a new report talked of a global decline rate of X% and suggested the world needs $540bn of annual investment in oil & gas exploration just to maintain current production by 2050. Sounds like a"
X Link @AHart1974 2025-10-16T08:47Z 4699 followers, 1339 engagements
"SHROOM ZOOM: A theme I have not mentioned for a while but one that is alive & well Psychedelic therapy names rallied last night North Carolina state senator said his state could "lead the nation" in expanding access to plant-based drugs. ATAI +11% CMPS +9% MNMD +3% CYBN +5% We have a supportive government & FDA for the next 3-years at least Plant based (mushroom) therapies are being trialed for depression anxiety anti-inflammatory etc - HUGE TAM"
X Link @AHart1974 2025-10-15T13:15Z 4699 followers, XXX engagements
"Carbon is not the issue. Its a faux virtuous cause used to control the masses. XX COPs $20trn spent on environmentally damaging new energy / and carbon emissions have not stopped going up - yet the planet has got greener crop yields got higher Miami & the Maldives are still above water & there are no climate disasters that arent normal"
X Link @AHart1974 2025-10-18T11:28Z 4699 followers, 1790 engagements