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@ArrakisGlobal Avatar @ArrakisGlobal Arrakis Global

Arrakis Global's recent discussions seem to be centered around Business Development Companies (BDCs), particularly $ARCC, $BXSL, and $MFIC, which are involved in private credit. Despite concerns about a potential credit meltdown, some investors are viewing this as an opportunity to buy yield, citing increased NAVs (Net Asset Values) as a positive sign. Meanwhile, Arrakis has structural exposure to German fiscal plans through $RWE.DE.

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Followers: XXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% countries XXXX%

Social topic influence $cvcas #1, $glen #3, $cvcnl #1, $rhmde #38, $rwede 5.19%, $cvc #24, $bhp #29, $arcc 5.19%, strong 3.9%, $aall #4

Top accounts mentioned or mentioned by @traderpamplona @irbezek @knole11 @davidbaverez @sbrunfaut @lecho @marketplunger1 @agnostoxxx @yellowlablife @niall_indie @invierteplata @lifelags @ridireresearch @cowpensbelt @ruculaenblack

Top assets mentioned Civic (CVC) BHP Group Limited (BHP) Ares Capital, Corp. (ARCC) Realio Network (RIO) TALEN ENERGY CORP (DE) (TLN) Sasol Limited (SSL) Blackstone Secured Lending Fund (BXSL) Williams Companies Inc (WMB) VALE S.A. (VALE) Morgan Stanley (MS) Coop Coin (COOP) Rocket Companies, Inc. (RKT) Ares Protocol (ARES) Apollo Global Management, Inc. (APO) Harmony Gold Mining Company Limited (HMY) Barings BDC, Inc. (BBDC) Eroscoin (ERO) TC Energy Corporation (TRP) PPL Corp (PPL) Enterprise Products Partners, LP. (EPD) Xphere (XP) Itau Unibanco Holding S.A. (ITUB) TAC Protocol (TAC) Vistra, Corp. (VST) Constellation Energy Corp (CEG) Franco-Nevada Corporation (FNV) The GEO Group, Inc. (GEO)

Top Social Posts

Top posts by engagements in the last XX hours

"$UAMY $CAMB.BE in any huge purchase of Antimony from the US EU and NATO Campine will be a front runner. Revenue recently 2x and Ebitda 3x"
X Link 2025-10-13T14:31Z 2715 followers, 7152 engagements

"$UAMY $CAMB.BE $RHM.DE Rheinmetall could / should buy a stake in this"
X Link 2025-10-13T17:18Z 2715 followers, 2911 engagements

"$UMG $VIV.FR $BOL.FR Removes some overhang from UMG"
X Link 2025-11-28T13:27Z 2715 followers, XXX engagements

"@TraderPamplona mkt realises Glencore produces copper"
X Link 2025-12-03T12:27Z 2715 followers, XXX engagements

"$RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A"
X Link 2024-10-14T15:16Z 2718 followers, 2906 engagements

"$RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis"
X Link 2025-03-25T10:02Z 2719 followers, 5898 engagements

"$RHM.DE $RENK.DE Upgrades to EU defense names incoming. See major panicking from the EU should US move forward with plans to recognise Crimea as Russian territory. Want to be LONG into NATO summit in June. Added RENK down X% today"
X Link 2025-04-23T08:53Z 2718 followers, XXX engagements

"$CVC.AS $CVC.NL Strong deployment (especially vs. US Alts). Fee-paying AUM up nicely"
X Link 2025-05-15T06:55Z 2718 followers, 1607 engagements

"$CVC.NL $CVC $CVC.AS Trading at 12x 2027 EBITDA (low end) consensus estimates"
X Link 2025-05-18T10:45Z 2718 followers, 1316 engagements

"Morgan Stanley downgraded $CVC.AS from XX to XX in April post Liberation Day. Friday they boosted the PT back to XX following earnings"
X Link 2025-05-18T12:44Z 2718 followers, XXX engagements

"$CVC.AS Love the pace of deployment + rapid realisations. Company should launch a buyback at current levels especially if they see increased paced of realisations in 2025"
X Link 2025-05-20T08:15Z 2718 followers, XXX engagements

"$CVC.AS $CVC GS sees XX% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations"
X Link 2025-05-23T08:56Z 2718 followers, 2489 engagements

"$CVC.AS $CVC.NL Barclays upgrades to O/W XXXX PT 🎯"
X Link 2025-07-01T08:23Z 2718 followers, XXX engagements

"$GLEN $GLEN.L $GLNCY Glencore wants 350p+"
X Link 2025-07-02T09:03Z 2719 followers, 11.6K engagements

"GS note on majors and commodity views $GLEN $ANTO $AAL.L $RIO $BHP"
X Link 2025-07-24T12:27Z 2719 followers, 2631 engagements

"So the golden child David Rosen who has been in winning bets such as $TLN and is big in $CAN.L Is long $COOP which is being bought by $RKT in an all stock deal. Interesting to see if he holds Rocket is one of my favourite names to play the refi boom with lower rates in the US"
X Link 2025-08-04T19:00Z 2719 followers, 2991 engagements

"$CVC.NL $CVC.AS Punched out of these back in August. Mgmt is executing well shares just trade terribly. Have been buying US Alts $ARES $APO that I think can actually get bid. May revisit CVC later"
X Link 2025-09-15T16:17Z 2718 followers, 1284 engagements

"Woke up with the same feeling wish $MTAL didn't get taken out. was thinking of buying $HMY now that they have decent copper assets"
X Link 2025-09-29T09:01Z 2719 followers, 1618 engagements

"Happy $RWE.DE $RWE XX Going to 50+"
X Link 2025-10-09T07:45Z 2719 followers, 2654 engagements

"$ARCC $BXSL $MFIC A calm informed and non sensationalist overview of private credit. Most people who are shouting about bubbles are frankly ill informed and poorly educated on the subject matter"
X Link 2025-10-12T14:07Z 2718 followers, 2711 engagements

"$ARCC $XXXXX NAV per share Love the narrative violation of seeing increased NAVs in a private credit meltdown 😂 Long"
X Link 2025-10-28T10:28Z 2718 followers, 3224 engagements

"$ARCC on Q3 call discussing dividend coverage We just feel very confident"
X Link 2025-10-31T21:29Z 2718 followers, XXX engagements

"$RWE.DE + XX% ytd. Nice to do that in a German utility"
X Link 2025-11-12T09:58Z 2718 followers, 2612 engagements

"$CVC.NL $CVC One of my biggest longs has done absolutely nothing for me. but it will have its day in the sun. Unique vs. other alts in that teams/ partners have negative carry to force accountability XX% EPS growth on 16x fwd"
X Link 2025-11-15T10:35Z 2718 followers, 1762 engagements

"$MFIC $BBDC $ARCC $BXSL Let them all eat mark to market @agnostoxxx"
X Link 2025-11-18T08:06Z 2719 followers, 2064 engagements

"$WMB Pipelines have a competitive advantage in being able to bring power to the grid quickly"
X Link 2025-11-20T16:27Z 2719 followers, XXX engagements

"$GLEN $BHP $RIO $VALE Miners comp sheet"
X Link 2025-11-21T12:04Z 2717 followers, 4699 engagements

"$SSL Self help story is really starting to bear fruit. Had looked at the credit last year now im thinking the equity is a buy"
X Link 2025-11-23T10:03Z 2719 followers, 6390 engagements

"$SSL As the Ex-US trade and long EM / commodities picks up I think SA is a good place to hunt for longs. The South African central banks new inflation target released last week as been under reported on and serves as a big macro catalyst for local equities"
X Link 2025-11-23T10:06Z 2719 followers, 6518 engagements

"$SSL $EZA Also have to love South Africans calling UK uninvestable I agree and am inclined to long SA via ETF and select equities (already own $VALT)"
X Link 2025-11-23T10:11Z 2719 followers, 1836 engagements

"$BHP $AAL.L"
X Link 2025-11-23T15:26Z 2718 followers, XXX engagements

"The message is clear. Get long commodities. $VALE $GLEN $BHP $AAL.L $RIO"
X Link 2025-11-24T18:15Z 2718 followers, 1463 engagements

"$GLEN The numbers speak for themselves Glencore TSR -XX% since last CMD and well below peers 👇🏾"
X Link 2025-11-30T10:56Z 2718 followers, 4141 engagements

"$WMB $TRP $PPL $EPD"
X Link 2025-11-20T20:10Z 2720 followers, XXX engagements

"Boosted Brazilian financial longs: $XP $BOLSY $PAX $ITUB Also added to China longs: $FUTU $GDS $JD"
X Link 2025-12-02T20:00Z 2720 followers, 2020 engagements

"By 2035. Glencore becomes the largest copper producer $GLEN I am so here for them rewiring the equity story to a copper growth narrative"
X Link 2025-12-03T13:26Z 2721 followers, 3999 engagements

"$EWZ 👇🏾 Everything is a narrative reminder that Brazil saw its biggest market boom under Lula 😂 But we sold off -X% yesterday (biggest selloff since 2021) on fears Lula might win next year"
X Link 2025-12-06T10:29Z 2721 followers, 27.4K engagements

"$RHM.DE $RENK $CHG.L $EXA.FR $TKA.DE EU defense takes another massive leg higher"
X Link 2025-07-02T08:40Z 2720 followers, 1570 engagements

"$TAC TransAlta is an under the radar IPP that is a clear takeover target with good assets in nat gas and an ok renewables portfolio Like this as a catch up trade to the larger ones $VST and $CEG $TLN"
X Link 2025-08-05T20:42Z 2720 followers, 3470 engagements

"$FNV Cobre Panama resolution in sight"
X Link 2025-11-03T22:46Z 2720 followers, XXX engagements

"$TLN affirming 2026 guide. 11x EV / XX EBITDA (high end of range)"
X Link 2025-11-05T21:08Z 2720 followers, 2437 engagements

"$GEO CEO last Q"
X Link 2025-11-20T21:41Z 2720 followers, 1334 engagements

"$RHM.DE Price action so weak interesting that this could be telegraphing some form of windfall tax and not just Ukraine peace negative catalyst. Would be cautious getting long this theme again"
X Link 2025-12-01T14:05Z 2720 followers, 1084 engagements

"$SAGA.L Took a starter on Friday. Early in an equity story transformation. dividends come back leverage goes down and valuation gap vs peers starts to narrow. This clever fund sees upwards of a 5x"
X Link 2025-12-08T08:46Z 2720 followers, 1116 engagements

"$AFM.V My first dividend out of tin. I am officially part of the tin baron club @TraderPamplona @YellowLabLife"
X Link 2025-12-09T09:11Z 2720 followers, 5486 engagements

"$GDS have a small position clear thematic beneficiaries from the H200 reprieve"
X Link 2025-12-09T22:56Z 2720 followers, XXX engagements