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@AyusoValue "$GOGL / $CMBT Merger Spread Update. Still attractive but more expensive to hedge now it seems"
@AyusoValue Avatar @AyusoValue on X 2025-07-08 10:54:17 UTC 14.6K followers, 6051 engagements

"Before getting too excited about OPEC headlines consider which VLCC rates are locking in $DHT and $FRO for Q3"
@AyusoValue Avatar @AyusoValue on X 2025-06-30 14:14:33 UTC 14.6K followers, 5663 engagements

"$FILO on top and much better than next one. Winners win. $NGEX also high on the list despite the best drills will come next year"
@AyusoValue Avatar @AyusoValue on X 2023-10-03 11:48:11 UTC 14.6K followers, 5329 engagements

"$GOGL / $CMBT Updated Spread. Special General Meeting scheduled for August XX. One month to go"
@AyusoValue Avatar @AyusoValue on X 2025-07-15 12:55:20 UTC 14.6K followers, 1588 engagements

"We can only be grateful and proud to have been temporarily part of this incredible story and this unique deposit. $FILO"
@AyusoValue Avatar @AyusoValue on X 2025-01-16 07:56:55 UTC 14.6K followers, 1840 engagements

"Unfortunately the review process took longer than expected and the spread narrowed this week but Ive documented the special situation (and one way to play it) in $GOGL / $CMBT anyway. I hope you enjoy it"
@AyusoValue Avatar @AyusoValue on X 2025-07-12 08:36:28 UTC 14.6K followers, 2742 engagements

"At one point yesterday selling the $CMBT puts at 6.2$ and $GOGL stock at 8.19$ left just X% on the table (FX hedged). Despite the minimal risk and nearly a month remaining closing the trade seemed like the most prudent decision A great risk-adjusted return so obvious it almost felt like a trap 🚢"
@AyusoValue Avatar @AyusoValue on X 2025-07-22 07:27:48 UTC 14.6K followers, 1707 engagements

"Drills from another world. Same district as $FILO. #copper"
@AyusoValue Avatar @AyusoValue on X 2023-04-04 10:08:51 UTC 14.6K followers, 3630 engagements

"Previous Fearnley's recommendations on $STNG. New TP 50$ still a BUY for them😅"
@AyusoValue Avatar @AyusoValue on X 2025-07-01 06:45:55 UTC 14.6K followers, 2588 engagements

"New lows for the $GOGL / $CMBT merger spread"
@AyusoValue Avatar @AyusoValue on X 2025-07-21 06:33:25 UTC 14.6K followers, 1475 engagements

"The spread has narrowed 4%. The definitive proxy should come soon. $GOGL $CMBT"
@AyusoValue Avatar @AyusoValue on X 2025-07-10 08:07:01 UTC 14.6K followers, 2379 engagements