@AyusoValue Ayuso

Ayuso posts on X about $tdw, $glng, in the, $plxpa the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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[--] Year [---------] +831%

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[--] Week [--] +53%
[--] Month [--] +22%
[--] Months [---] +73%
[--] Year [---] +120%

Followers: [------] #

[--] Week [------] +1.30%
[--] Month [------] +5.10%
[--] Months [------] +11%
[--] Year [------] +17%

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Social Influence

Social category influence finance 28.79% countries 9.09% stocks 8.33% cryptocurrencies 6.06% financial services 2.27% currencies 1.52% technology brands 0.76% exchanges 0.76% ufc 0.76%

Social topic influence $tdw 10.61%, $glng #1, in the 6.82%, $plxpa #1, $cmbt 5.3%, $oet 4.55%, company 3.79%, $gmsl 3.03%, brazil 3.03%, oil 3.03%

Top accounts mentioned or mentioned by @stonkmetal @huntforcatalyst @satsfilip @yotam005 @micheleginv @energyrealist25 @treeending @rogerv80 @helmacin @reuters @alluvialcapital @jerrycap @michele_g_inv @ivnm88134717 @realrafito @lambdownunder @alpacacapital @eivindend @yetanothervalue @andrewrangeley

Top assets mentioned Tidewater, Inc. (TDW) Golar LNG Ltd (GLNG) EURONAV NV (CMBT) Okeanis Eco Tankers Corp. (ECO) Transocean LTD. (RIG) Goldman Sachs (GS) Frontline Ltd. (FRO) Validity (VAL) dHedge DAO (DHT) Augur (REP) Golden Ocean Group Limited Common Stock (GOGL) Cool Company Ltd. (CLCO) Scorpio Tankers Inc. (STNG) ZIM Integrated Shipping Services Ltd. (ZIM) Noble Corporation (NE) Petroleo Brasileiro S.A.-Petrobras (PBR.A) PolkaBridge (PBR)

Top Social Posts

Top posts by engagements in the last [--] hours

"A few portfolio moves I feel obliged to disclose as I have discussed these names quite extensively. Earlier this week I sold $TDW to add even more $GMS.L. Same sector but with a much more attractive valuation and a larger backlog. I may be wrong but I think there is a meaningful risk of disappointment in the upcoming results if no share buybacks were executed during the last quarter. Separately early this afternoon I exited my position in $GLXZ. The realized loss was fairly small but the opportunity cost was significant. Despite insiders continuing to buy shares on an individual basis the"
X Link 2026-02-05T19:07Z 16.3K followers, [----] engagements

"Assuming the full regulatory impact in Brazil which I dont agree with here are Goldman Sachs earnings estimates for Pluxee and Edenred. I may get it wrong but I think a lot of money can be made in these two names. Like Goldman I have a preference for Edenred but both are screamingly cheap. $EDN.PA $PLX.PA https://twitter.com/i/web/status/2021856972945960961 https://twitter.com/i/web/status/2021856972945960961"
X Link 2026-02-12T08:00Z 16.3K followers, [----] engagements

"$UMG $ODET $BOL.PA"
X Link 2024-11-10T08:28Z 16.3K followers, [----] engagements

"12h of global oil surplus solved. ✅ US TO BUY 1M BARRELS FOR STRATEGIC PETROLEUM RESERVE US TO BUY 1M BARRELS FOR STRATEGIC PETROLEUM RESERVE"
X Link 2025-10-21T18:32Z 16.3K followers, 13.2K engagements

"💣 $OET $ECO Rumors that after releasing Q4 guidance $OET will be renamed Okeanis Overperforming Tankers and the ticker changed to $KING. https://t.co/KoOiYGrCl9 Rumors that after releasing Q4 guidance $OET will be renamed Okeanis Overperforming Tankers and the ticker changed to $KING. https://t.co/KoOiYGrCl9"
X Link 2025-11-12T21:20Z 16.3K followers, [----] engagements

"January [----] delivery but. 97M$ per vessel though mitigated with the issuance of shares above NAV. (No position) $OET $ECO"
X Link 2025-11-18T21:31Z 16.3K followers, 12.9K engagements

"Despite Clarksons showing an average VLCC TCE of USD 105883/day for Q4 (bss ECO no scrubber) realized TCEs are often significantly lower as illustrated by this $DHT release. Not all vessels are open during rate spikes and this effect becomes more pronounced with larger vessels due to longer voyage durations. A typical VLCC only completes [--] voyages per year which is why the chartering desk is so critical. https://twitter.com/i/web/status/2011730822097735852 https://twitter.com/i/web/status/2011730822097735852"
X Link 2026-01-15T09:22Z 16.2K followers, [----] engagements

"Just a reminder that $GLXZ will be acquired at 3.2$ in Q1 most probably. Very illiquid though"
X Link 2026-01-16T17:29Z 16.3K followers, [----] engagements

"@IvnM88134717 La lnea de Brasil es bastante exagerada de hecho un juez ya la ha paralizado. Otros pases como Francia e Italia han metido regulaciones ms light pero podran llegar ms si. A estos precios es un riesgo que estoy dispuesto a asumir"
X Link 2026-01-23T15:49Z 16.3K followers, [---] engagements

"This is UBSs recommendation history on $EDEN.PA only to downgrade to Neutral after a 65% drawdown. Chasing price as usual. Sell-side is a joke"
X Link 2026-01-24T16:26Z 16.3K followers, [----] engagements

"$IVN.TO Forget casinos lately the real entertainment is investing in DRC mines. $IVN.TO https://t.co/9c3KTDQY8r Forget casinos lately the real entertainment is investing in DRC mines. $IVN.TO https://t.co/9c3KTDQY8r"
X Link 2026-01-26T15:32Z 16.3K followers, [----] engagements

"Reminder $TLO.TO"
X Link 2026-01-27T14:46Z 16.3K followers, [----] engagements

"As expected but good news for $PLX.PA https://valor.globo.com/empresas/noticia/2026/01/27/depois-de-ticket-e-vr-pluxee-obtem-liminar-contra-decreto-do-vale-refeicao.ghtml# https://valor.globo.com/empresas/noticia/2026/01/27/depois-de-ticket-e-vr-pluxee-obtem-liminar-contra-decreto-do-vale-refeicao.ghtml#"
X Link 2026-01-27T19:21Z 16.3K followers, [----] engagements

"Another vessel sale reported at $TNK. The cash pile just keeps growing. What are they going to do with all that cash"
X Link 2026-02-02T08:00Z 16.3K followers, [----] engagements

"Pareto: Sinokor effectively controlling 1/3 of the MEG-availability over the coming month. And $FRO offering way above last done VLCC market getting very interesting"
X Link 2026-02-02T12:17Z 16.3K followers, [----] engagements

"Another 363k shares repurchased last week (0.25% of market cap). $PLX.PA Pluxee has already repurchased 2.23% of its shares under the $100m buyback program. At todays prices that implies another 3.3% of shares retired over the next [--] months. Im perfectly fine if the stock goes nowhere in the meantime it only amplifies the impact. $PLX.PA https://t.co/tyNNdUpOhv Pluxee has already repurchased 2.23% of its shares under the $100m buyback program. At todays prices that implies another 3.3% of shares retired over the next [--] months. Im perfectly fine if the stock goes nowhere in the meantime it"
X Link 2026-02-02T16:58Z 16.3K followers, [----] engagements

"@RealRafito Good luck following Pabrai"
X Link 2026-02-08T09:16Z 16.3K followers, 16.4K engagements

"@LambDownUnder Not at all Investing is much more than excel"
X Link 2026-02-08T13:09Z 16.3K followers, 11.5K engagements

"But I have [--] boomers in my replies saying Claude is worthless JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work"
X Link 2026-02-08T20:13Z 16.2K followers, [----] engagements

"@Alpaca_Capital Totally right. You have those who say DCFs are useless those who claim building models is trivial and those who insist AI only hallucinates. Funny thing is they all seem to think comments like that make them look very smart"
X Link 2026-02-08T21:58Z 16.2K followers, [---] engagements

"@huntforcatalyst You were totally right sir"
X Link 2026-02-10T11:16Z 16.3K followers, [--] engagements

"@huntforcatalyst I reacted late but in time. https://x.com/AyusoValue/status/2019488012296474645s=20 A few portfolio moves I feel obliged to disclose as I have discussed these names quite extensively. Earlier this week I sold $TDW to add even more $GMS.L. Same sector but with a much more attractive valuation and a larger backlog. I may be wrong but I think there is a https://x.com/AyusoValue/status/2019488012296474645s=20 A few portfolio moves I feel obliged to disclose as I have discussed these names quite extensively. Earlier this week I sold $TDW to add even more $GMS.L. Same sector but"
X Link 2026-02-10T11:19Z 16.3K followers, [---] engagements

"@Michele_g_inv Good points I also like the diversification and think that the dividend yield should put a floor on the stock price"
X Link 2026-02-10T11:27Z 16.3K followers, [---] engagements

"@EnergyRealist25 I think its a gift at these prices. I prefer it over Pluxee"
X Link 2026-02-10T17:58Z 16.3K followers, [---] engagements

"They never get tired of winning. $OET $ECO @EivindEnd The Nikouria is actually [--] months TC to Koch at 90k per day @EivindEnd The Nikouria is actually [--] months TC to Koch at 90k per day"
X Link 2026-02-10T18:30Z 16.3K followers, [----] engagements

"@Treeending Lo que tiene no haber abierto el informe anual. 😂"
X Link 2026-02-12T09:35Z 16.3K followers, [---] engagements

"@Rogerv80 Pluxee no tiene caja neta"
X Link 2026-02-12T15:21Z 16.3K followers, [---] engagements

"@satsfilip Yes classic price-chasing behaviour from analysts. [----] is the target at 11x earnings"
X Link 2026-02-13T09:45Z 16.3K followers, [--] engagements

"Congratulations to Juan Romero on his appointment as Global Head of Trading at Repsol. Im fortunate to know him and Im confident hell bring a revitalizing vision and energy to the role a fantastic step for both him and the company. $REP"
X Link 2026-02-14T07:16Z 16.3K followers, [----] engagements

"Some notes about $TEQ results that the cult followers will probably overlook: - FY [--] organic net sales -5% & organic EBITA -10%. -40% of the Q4 Operating Profit comes from reverting earnouts which is not a good sign about acquisitions (remember Q3 impairment). - Mkt cap [-----] MSEK + [---] MSEK net debt (exc. leases) = [-----] MSEK EV - EBITDA (2025) = [---] MSEK-- [----] EV/ EBITDA These are facts no idea if the stock will go up or down tbh. No position. DYODD https://twitter.com/i/web/status/2022711976112353749 https://twitter.com/i/web/status/2022711976112353749"
X Link 2026-02-14T16:38Z 16.3K followers, 12.7K engagements

"Forget casinos lately the real entertainment is investing in DRC mines. $IVN.TO"
X Link 2025-08-26T17:14Z 16.3K followers, [----] engagements

"Golar LNG Limited Announces Fixed Income Investor Meetings. $GLNG"
X Link 2025-09-22T06:50Z 16.3K followers, [----] engagements

"Once again sell-side analysts (UBS this time) are creating an opportunity by chasing the price and flipping their recommendation. Even when factoring in a worst-case scenario in Brazil which I personally dont buy the multiples at which $EDEN.PA trades are absurdly low for a business of this quality. https://twitter.com/i/web/status/2014689075635098018 https://twitter.com/i/web/status/2014689075635098018"
X Link 2026-01-23T13:18Z 16.3K followers, 14.7K engagements

"Same story with $PLX. They dont even bother to get the basics right: Pluxee has paid [----] per share in dividends this year which at yesterdays close implies a 3.5% dividend yield. Yet they discount the dividend from cash flows in the coming years while assuming a 0% yield. Unless Im missing something in a few months well be thanking UBS for creating this opportunity. Once again sell-side analysts (UBS this time) are creating an opportunity by chasing the price and flipping their recommendation. Even when factoring in a worst-case scenario in Brazil which I personally dont buy the multiples at"
X Link 2026-01-24T07:49Z 16.3K followers, 17.2K engagements

"$NE announces [--] new contract awards and you are not long OSVs"
X Link 2026-01-26T14:08Z 16.3K followers, [----] engagements

"Pluxee has already repurchased 2.23% of its shares under the $100m buyback program. At todays prices that implies another 3.3% of shares retired over the next [--] months. Im perfectly fine if the stock goes nowhere in the meantime it only amplifies the impact. $PLX.PA"
X Link 2026-01-27T08:56Z 16.3K followers, 11.6K engagements

"BOOM 💣 *TRANSOCEAN TO BUY VALARIS IN STOCK DEAL VALUED AT ABOUT $5.8B $VAL $RIG"
X Link 2026-02-09T13:04Z 16.3K followers, 14.1K engagements

"Not so long ago we has to read that $RIG was not going to survive today they are buying $VAL 🤣 Nowadays anyone can express an opinion without knowing anything about the subject. Only long maturities are trading below par and even then at a reasonable yield for the type of bond and duration. Disc: no position. https://t.co/0Ulyrswk2p Nowadays anyone can express an opinion without knowing anything about the subject. Only long maturities are trading below par and even then at a reasonable yield for the type of bond and duration. Disc: no position. https://t.co/0Ulyrswk2p"
X Link 2026-02-09T13:09Z 16.3K followers, [----] engagements

"Positive for $GLNG $SQZ.L Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://t.co/O88qYLOxhk Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://t.co/O88qYLOxhk"
X Link 2026-02-09T16:12Z 16.3K followers, [----] engagements

"Repurchase program update. Another 0.25% gone. $PLX.PA Another 363k shares repurchased last week (0.25% of market cap). $PLX.PA https://t.co/O9jq4SFnpj Another 363k shares repurchased last week (0.25% of market cap). $PLX.PA https://t.co/O9jq4SFnpj"
X Link 2026-02-09T17:02Z 16.3K followers, [----] engagements

"Two of us nailed the bottom me and this clown. $PLX.PA Same story with $PLX. They dont even bother to get the basics right: Pluxee has paid [----] per share in dividends this year which at yesterdays close implies a 3.5% dividend yield. Yet they discount the dividend from cash flows in the coming years while assuming a 0% yield. https://t.co/0hVgN7HF9D Same story with $PLX. They dont even bother to get the basics right: Pluxee has paid [----] per share in dividends this year which at yesterdays close implies a 3.5% dividend yield. Yet they discount the dividend from cash flows in the coming years"
X Link 2026-02-10T10:27Z 16.3K followers, [----] engagements

"@Michele_g_inv I own both"
X Link 2026-02-10T11:19Z 16.3K followers, [---] engagements

"Petrobras has released its Q4 [----] production report. Notably China and India have increased their share of the companys crude exports while Europes share has declined. A clear shift in trade flows and undoubtedly supportive for tanker ton-miles. $PBR $PBR.A"
X Link 2026-02-11T10:53Z 16.3K followers, [----] engagements

"Hard to justify such a low multiple with these forecasts. $PLX.PA"
X Link 2026-02-12T08:44Z 16.3K followers, [----] engagements

"@Helmacin On unrealized gains"
X Link 2026-02-14T07:28Z 16.3K followers, [---] engagements

"Probably early but I am selling here now that the stock is trading slightly below my price target of 10.7$/sh. Not a huge win but a very certain trade which adds to the $GOGL / $CMBT merger trade that I explained before. Still some juice left. $CMBT https://t.co/ZSFPngqmA2 Still some juice left. $CMBT https://t.co/ZSFPngqmA2"
X Link 2025-11-26T14:59Z 16.3K followers, [----] engagements

"Im honestly blown away that Claude integrated into Excel can build a full DCF model in [--] minutes just by answering [--] questions. A lot of tasks are becoming pure commodities if you dont keep up youre done"
X Link 2026-02-08T07:19Z 16.3K followers, 697.9K engagements

"I'm no longer involved but it's great to see Saverys delivering. $CMBT"
X Link 2026-02-09T08:19Z 16.3K followers, [----] engagements

"The beauty of market consolidation. Combined the companies will control 40% of global 7G capacity and importantly the vast majority of sidelined 7G capacity. (Pareto) $VAL $RIG"
X Link 2026-02-10T08:09Z 16.3K followers, [----] engagements

"Hard assets long overlooked by many investors cannot be disrupted by IA"
X Link 2026-02-11T19:06Z 16.3K followers, 48.2K engagements

"We must be very close to the end of Europe. BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds. BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds"
X Link 2026-02-14T05:38Z 16.3K followers, 12.6K engagements

"$GLNG The rise of the floating gas factory https://t.co/2SfBL9aRJA The rise of the floating gas factory https://t.co/2SfBL9aRJA"
X Link 2026-02-15T19:26Z 16.3K followers, [----] engagements

"Qataris agree. $IVN.TO Forget casinos lately the real entertainment is investing in DRC mines. $IVN.TO https://t.co/9c3KTDQY8r Forget casinos lately the real entertainment is investing in DRC mines. $IVN.TO https://t.co/9c3KTDQY8r"
X Link 2025-09-17T09:12Z 16.3K followers, [----] engagements

"The Board of $CLCO has approved the transaction"
X Link 2025-09-29T07:02Z 15.7K followers, [----] engagements

"Goldman Sachs initiates $GLNG with a BUY rating and a 54$ 12m Price Target"
X Link 2025-09-30T05:42Z 16.3K followers, 14.3K engagements

"Atrium initiates $REG.V with a 6CAD Target Price. The only question is when not if"
X Link 2025-10-01T13:57Z 16.3K followers, [----] engagements

"$IVN.TO #News - Ivanhoe Mines reports [-----] tonnes of copper produced by Kamoa-Kakula in Q3 [----] and Kipushi set a new record by producing [-----] tonnes of zinc a 37% increase from the previous quarter. https://t.co/cnOeszWPhW #News - Ivanhoe Mines reports [-----] tonnes of copper produced by Kamoa-Kakula in Q3 [----] and Kipushi set a new record by producing [-----] tonnes of zinc a 37% increase from the previous quarter. https://t.co/cnOeszWPhW"
X Link 2025-10-07T12:19Z 15.7K followers, [----] engagements

"You wouldnt say it looking at the share prices but the Baltic assessed VLCCs today at $78935/day and Suezmaxes at $64831/day"
X Link 2025-10-14T15:16Z 16.3K followers, 16.5K engagements

"Fearnley about $CMBT"
X Link 2025-10-20T08:45Z 16.3K followers, [----] engagements

"$TDW downgraded to HOLD by DNB (TP [--] from 69)"
X Link 2025-10-20T15:51Z 16.3K followers, 26.3K engagements

"Gotta love the guy who was bullish all the way from $90 to $60 only to turn bearish at the bottom and still trusts Saudi will and intent"
X Link 2025-10-22T07:18Z 16.3K followers, 10.4K engagements

"Europe is dead. FRENCH CITIZENS TO PAY GLOBAL TAXES France just officially proposed global taxation for the National Budget of [----]. French citizens will pay taxes on their global income if they move to a region with tax 40% lower than France's. I've been warning you: European countries https://t.co/L9GMvWrphm FRENCH CITIZENS TO PAY GLOBAL TAXES France just officially proposed global taxation for the National Budget of [----]. French citizens will pay taxes on their global income if they move to a region with tax 40% lower than France's. I've been warning you: European countries"
X Link 2025-10-23T05:14Z 16.3K followers, 28.6K engagements

"$DHT $TNK Q3 results and Q4 guidance. Open days should be filled at higher rates"
X Link 2025-10-30T08:22Z 15.7K followers, [----] engagements

"Absolutely mindblowing to see $GLNG at 38$ after the Argentinian election"
X Link 2025-11-07T14:44Z 16.3K followers, 14.3K engagements

"Classic moves clearly not aimed at selling the company just at earning commissions. $STNG"
X Link 2025-11-11T12:54Z 16.3K followers, [----] engagements

"Rumors that after releasing Q4 guidance $OET will be renamed Okeanis Overperforming Tankers and the ticker changed to $KING"
X Link 2025-11-12T19:50Z 16.3K followers, 18.7K engagements

"Offering upsized to $115M a clear sign of strong market confidence in the company and the crude tanker segment. $OET $ECO January [----] delivery but. 97M$ per vessel though mitigated with the issuance of shares above NAV. (No position) $OET $ECO https://t.co/oC7Vby4bys January [----] delivery but. 97M$ per vessel though mitigated with the issuance of shares above NAV. (No position) $OET $ECO https://t.co/oC7Vby4bys"
X Link 2025-11-19T12:03Z 16.3K followers, [----] engagements

"$CMBT results are out: soft Q3 but very strong bookings for Q4 which is mostly covered in line with expectations. Meanwhile VLCC Suezmax and Capesize markets continue to show solid momentum"
X Link 2025-11-26T08:10Z 15.6K followers, [----] engagements

"Tidewater will likely pursue M&A soon or hit the buyback button hard or both. Either way the stock should reprice. $TDW Link to free read of our [----] memo on $TDW. We will be back on the @YetAnotherValue podcast with @AndrewRangeley next month. $TDW $RIG (and the rest of offshore) continues to shake off the declines from the [----] local peak bottoming during the Tariff war in April. Memo: Link to free read of our [----] memo on $TDW. We will be back on the @YetAnotherValue podcast with @AndrewRangeley next month. $TDW $RIG (and the rest of offshore) continues to shake off the declines from the"
X Link 2025-11-27T19:42Z 15.6K followers, 12.3K engagements

"Suezmax TCE Performance [----] (spot where disclosed). $TNK $OET $FRO $NAT $CMBT $INSW"
X Link 2025-11-28T10:41Z 16.3K followers, [----] engagements

"$TDW Tidewater will likely pursue M&A soon or hit the buyback button hard or both. Either way the stock should reprice. $TDW Tidewater will likely pursue M&A soon or hit the buyback button hard or both. Either way the stock should reprice. $TDW"
X Link 2025-12-03T15:11Z 15.6K followers, [----] engagements

"@100xCompounding I am also postive offshore services I have an article about $TDW waiting for publication on SeekingAlpha. But thar is not the same thing as oil bulls cognitive disonance not realizing that if the news about Irak were true oil would not be down 2%"
X Link 2025-12-09T05:56Z 15.6K followers, [----] engagements

"My article on $TDW has just been published. In my view it becomes a compelling buy again if it approaches $50. https://seekingalpha.com/article/4851462-tidewater-m-and-ampa-or-buybacks-on-sight https://seekingalpha.com/article/4851462-tidewater-m-and-ampa-or-buybacks-on-sight"
X Link 2025-12-09T11:33Z 16.3K followers, 17.2K engagements

"ROAR $REG.V Still early days worth at least [--] CAD. $REG.V https://t.co/tgnBBJgen4 Still early days worth at least [--] CAD. $REG.V https://t.co/tgnBBJgen4"
X Link 2025-12-11T17:08Z 16.3K followers, [----] engagements

"The last believers still waiting for Bugbee to sell the company. $STNG $STNG: Selling [--] [----] LR2s for $52M each. Buying [--] LR2 newbuilds for $71M each https://t.co/ghSz0oucgA $STNG: Selling [--] [----] LR2s for $52M each. Buying [--] LR2 newbuilds for $71M each https://t.co/ghSz0oucgA"
X Link 2025-12-16T11:50Z 16.3K followers, [----] engagements

"The moment has come. $TDW My article on $TDW has just been published. In my view it becomes a compelling buy again if it approaches $50. https://t.co/bUiqqOwb2J My article on $TDW has just been published. In my view it becomes a compelling buy again if it approaches $50. https://t.co/bUiqqOwb2J"
X Link 2025-12-16T15:21Z 15.6K followers, [----] engagements

"$REG.V https://t.co/kJPrgqmNXf $REG.V https://t.co/kJPrgqmNXf"
X Link 2025-12-19T07:38Z 15.6K followers, [----] engagements

"$TDW is not only cheap but also well positioned for a major capital allocation move in the short term while waiting for a meaningful improvement in the offshore market from [----] onwards"
X Link 2025-12-19T08:58Z 16.3K followers, 11.6K engagements

"Despite the recent price appreciation the contracts announced lately have de-risked the investment to the point that it looks like a no-brainer even at current levels. 4x EV/EBITDA further deleveraging coming shareholder returns a potential guidance upgrade and a HUGE backlog should reprice the stock at least 30% higher. A great pick by LZ $GMS.L If markets really were efficient $GMS.L would be trading at 30p today not 19p. I guess (and hope) the market will soon realise: - The amount of secured cash flow - The de-risked [----] - The fact that the company will start a dividend/buyback with 2025"
X Link 2026-01-06T15:12Z 15.6K followers, [----] engagements

"I dont want to jinx it but it looks like $GLNG is coming back to life"
X Link 2026-01-07T15:58Z 16.3K followers, [----] engagements

"$CMBT has sold eight vessels generating total capital gains of USD 269.2m. Half of the profits after debt repayment will be distributed to shareholders. There are rumours that the buyer of the VLCCs is Sinokor which has also acquired additional VLCCs from other owners"
X Link 2026-01-07T21:15Z 15.6K followers, [----] engagements

"$TDW $TDW is not only cheap but also well positioned for a major capital allocation move in the short term while waiting for a meaningful improvement in the offshore market from [----] onwards. https://t.co/9B1O0eA23s $TDW is not only cheap but also well positioned for a major capital allocation move in the short term while waiting for a meaningful improvement in the offshore market from [----] onwards. https://t.co/9B1O0eA23s"
X Link 2026-01-08T17:20Z 16.3K followers, [----] engagements

"$TDW close to $60 again just two weeks after offering the chance to buy shares near $50. Lovely. My article on $TDW has just been published. In my view it becomes a compelling buy again if it approaches $50. https://t.co/bUiqqOwb2J My article on $TDW has just been published. In my view it becomes a compelling buy again if it approaches $50. https://t.co/bUiqqOwb2J"
X Link 2026-01-14T15:46Z 15.6K followers, [----] engagements

"Steady as she goes. $TDW My article on $TDW has just been published. In my view it becomes a compelling buy again if it approaches $50. https://t.co/bUiqqOwb2J My article on $TDW has just been published. In my view it becomes a compelling buy again if it approaches $50. https://t.co/bUiqqOwb2J"
X Link 2026-01-23T14:39Z 15.7K followers, [----] engagements

"Frontline plc (Frontline or the Company) (NYSE and OSE: FRO) is pleased to announce that it has entered into one-year time charter-out agreements for seven of its VLCCs. The charters will commence during the period from late-January to April [----] at a rate of $76900 per day per vessel. 10% above broker quotes epic 👀 $FRO https://twitter.com/i/web/status/2014814471386976407 https://twitter.com/i/web/status/2014814471386976407"
X Link 2026-01-23T21:36Z 15.7K followers, [----] engagements

"Relevant for $GLNG $SQZ.L EU member states have formally adopted legislation to ban the blocs remaining imports of Russian natural #gasandLNG by late [----] although Hungary has vowed to challenge the measure in court. Read more https://t.co/ttRXRpMReY EU member states have formally adopted legislation to ban the blocs remaining imports of Russian natural #gasandLNG by late [----] although Hungary has vowed to challenge the measure in court. Read more https://t.co/ttRXRpMReY"
X Link 2026-01-27T10:41Z 15.7K followers, [----] engagements

"Poor Justin hes cooked. 🚨 BREAKING: Ilia Topuria vs Justin Gaethje is OFFICIALLY Confirmed for #UFCWhiteHouse on June 14th The event will take place at The White House South Lawn in Washington D.C https://t.co/Ndn3ZJsRXL 🚨 BREAKING: Ilia Topuria vs Justin Gaethje is OFFICIALLY Confirmed for #UFCWhiteHouse on June 14th The event will take place at The White House South Lawn in Washington D.C https://t.co/Ndn3ZJsRXL"
X Link 2026-01-27T19:04Z 15.6K followers, [----] engagements

"Peronism has its consequences"
X Link 2026-01-27T20:58Z 15.7K followers, 11.3K engagements

"Love me or hate me but you cant deny I share stock picks before they move unlike others who only talk about them after theyre already up. Credits to @Nortilus for this one $GMS.L Despite the recent price appreciation the contracts announced lately have de-risked the investment to the point that it looks like a no-brainer even at current levels. 4x EV/EBITDA further deleveraging coming shareholder returns a potential guidance upgrade and a HUGE Despite the recent price appreciation the contracts announced lately have de-risked the investment to the point that it looks like a no-brainer even at"
X Link 2026-01-28T13:19Z 15.7K followers, [----] engagements

"That feeling when you get a rebound off the days lows Buying today: - $ALDE.V - $TLO.TO - $AFM.V Buying today: - $ALDE.V - $TLO.TO - $AFM.V"
X Link 2026-01-30T20:07Z 15.7K followers, [----] engagements

"It aint much but its honest work Buying today: - $ALDE.V - $TLO.TO - $AFM.V Buying today: - $ALDE.V - $TLO.TO - $AFM.V"
X Link 2026-02-03T16:22Z 15.7K followers, [----] engagements

"Thanks for spreading the word. Dirty Snchez is a tyrant and traitor to the people of Spain 💩 Dirty Snchez is a tyrant and traitor to the people of Spain 💩"
X Link 2026-02-03T19:16Z 15.7K followers, [----] engagements

"$CLCO shareholders can be very thankful to EPS for bailing them out. LNG shipping Rates continue to be abysmal. And will continue to be $CCEC $FLNG $CLCO https://t.co/LLWu8OFfWG LNG shipping Rates continue to be abysmal. And will continue to be $CCEC $FLNG $CLCO https://t.co/LLWu8OFfWG"
X Link 2025-10-09T12:45Z 16.3K followers, [----] engagements

"Still early days worth at least [--] CAD. $REG.V So youre telling me that with gold and copper surging and M&A heating up you dont own $REG.V So youre telling me that with gold and copper surging and M&A heating up you dont own $REG.V"
X Link 2025-10-31T17:08Z 16.3K followers, [----] engagements

"Golar LNG Ltd $GLNG saw options trading volume of [----] contracts representing approximately [------] underlying shares or approximately 58.7% of GLNG's average daily trading volume over the past month of [------] shares. Particularly high volume was seen for the $45 strike call option expiring January [--] 2026 with [----] contracts trading so far today representing approximately [------] underlying shares of GLNG. https://twitter.com/i/web/status/1953411410186121451 https://twitter.com/i/web/status/1953411410186121451"
X Link 2025-08-07T11:02Z 16.3K followers, [----] engagements

"@mirror_mystery I had a big position in $CMBT options to hedge the $GOGL acquisition and IBKR did very weird things those days"
X Link 2026-01-01T10:51Z 16.3K followers, [---] engagements

"Deustche about $GLNG. PT 55$"
X Link 2026-02-16T10:23Z 16.3K followers, [----] engagements

"Turns out the market isnt as foolish as the pumpers think $TEQ $TEQ.ST Some notes about $TEQ results that the cult followers will probably overlook: - FY [--] organic net sales -5% & organic EBITA -10%. -40% of the Q4 Operating Profit comes from reverting earnouts which is not a good sign about acquisitions (remember Q3 impairment). - Mkt cap https://t.co/03n8isyR3C Some notes about $TEQ results that the cult followers will probably overlook: - FY [--] organic net sales -5% & organic EBITA -10%. -40% of the Q4 Operating Profit comes from reverting earnouts which is not a good sign about"
X Link 2026-02-16T10:12Z 16.3K followers, [----] engagements

"$GLNG The rise of the floating gas factory https://t.co/2SfBL9aRJA The rise of the floating gas factory https://t.co/2SfBL9aRJA"
X Link 2026-02-15T19:26Z 16.3K followers, [----] engagements

"The rise of the floating gas factory https://ft.trib.al/WtrdDMB https://ft.trib.al/WtrdDMB"
X Link 2026-02-15T05:01Z 137.6K followers, 21K engagements

"RT @ClubdelValue: Finalmente parece que $ZIM ser opada por Hapag. Aprovechaste esta oportunidad"
X Link 2026-02-15T13:33Z 16.3K followers, [--] engagements

"Finalmente parece que $ZIM ser opada por Hapag. Aprovechaste esta oportunidad Nuevo post gratuito en el Sbstack del Club del Value Una oportunidad de corto plazo con opciones rentable y bien argumentada. Suscrbete en la direccin de la imagen o el link del perfil para poder leerla 💎 https://t.co/B4y2Cvfwln Nuevo post gratuito en el Sbstack del Club del Value Una oportunidad de corto plazo con opciones rentable y bien argumentada. Suscrbete en la direccin de la imagen o el link del perfil para poder leerla 💎 https://t.co/B4y2Cvfwln"
X Link 2026-02-15T13:30Z [----] followers, [----] engagements

"Nuevo post gratuito en el S*bstack del Club del Value Una oportunidad de corto plazo con opciones rentable y bien argumentada. Suscrbete en la direccin de la imagen o el link del perfil para poder leerla 💎"
X Link 2025-12-26T17:29Z [----] followers, [----] engagements

"This company is a never-ending source of entertainment. Below is an interesting story published today in The Times. $TEQ $TEQ.ST https://archive.ph/oGcW4 https://archive.ph/oGcW4"
X Link 2026-02-14T19:01Z 16.3K followers, [----] engagements

"Still no slowdown on the horizon. So reality is that Vaca Muerta production is at ATH yet the headline is "Slowing Vaca Muerta oil activity could pose challenge for Argentina's Milei". Such a shame for @Reuters . https://t.co/EvhU1wdVB7 https://t.co/h7tYNclPI5 So reality is that Vaca Muerta production is at ATH yet the headline is "Slowing Vaca Muerta oil activity could pose challenge for Argentina's Milei". Such a shame for @Reuters . https://t.co/EvhU1wdVB7 https://t.co/h7tYNclPI5"
X Link 2026-02-14T07:38Z 16.3K followers, [----] engagements

"So reality is that Vaca Muerta production is at ATH yet the headline is "Slowing Vaca Muerta oil activity could pose challenge for Argentina's Milei". Such a shame for @Reuters . https://www.reuters.com/business/energy/slowing-vaca-muerta-oil-activity-could-pose-challenge-argentinas-milei-2025-10-07/ https://www.reuters.com/business/energy/slowing-vaca-muerta-oil-activity-could-pose-challenge-argentinas-milei-2025-10-07/"
X Link 2025-10-07T15:44Z 16.3K followers, [----] engagements

"One of the greatest scenes ever aired in any film or TV in general"
X Link 2026-02-13T19:17Z 163K followers, 420.6K engagements

"Spain's Repsol appoints new global head of trading #oott https://www.reuters.com/business/energy/spains-repsol-appoints-new-global-head-trading-2026-02-13/ https://www.reuters.com/business/energy/spains-repsol-appoints-new-global-head-trading-2026-02-13/"
X Link 2026-02-14T06:50Z 106K followers, [----] engagements

"BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds"
X Link 2026-02-13T21:33Z 3.1M followers, 4.4M engagements

"The way offshore is ripping"
X Link 2026-02-13T20:12Z 16.3K followers, [----] engagements

"Thats what they say as if they were even capable of meeting their current quotas. 🛢 SOME OPEC+ NATIONS SEE SCOPE TO RESUME SUPPLY HIKES IN APRIL - BBG *OPEC+ HASN'T DECIDED ON OUTPUT PLANS FOR APRIL YET: DELEGATES 🛢 SOME OPEC+ NATIONS SEE SCOPE TO RESUME SUPPLY HIKES IN APRIL - BBG *OPEC+ HASN'T DECIDED ON OUTPUT PLANS FOR APRIL YET: DELEGATES"
X Link 2026-02-13T12:30Z 16.3K followers, [----] engagements

"🛢 SOME OPEC+ NATIONS SEE SCOPE TO RESUME SUPPLY HIKES IN APRIL - BBG *OPEC+ HASN'T DECIDED ON OUTPUT PLANS FOR APRIL YET: DELEGATES"
X Link 2026-02-13T11:48Z 206.4K followers, [----] engagements

"Optionality $SQZ.L"
X Link 2026-02-13T08:49Z 16.3K followers, [----] engagements

"Very interesting podcast with Dave Waters undoubtedly a great fund manager @alluvialcapital Here is @alluvialcapital talking about the most memorable investment of his career Full Interview: https://t.co/GN3zdPMw0S https://t.co/qbQASPdO3a Here is @alluvialcapital talking about the most memorable investment of his career Full Interview: https://t.co/GN3zdPMw0S https://t.co/qbQASPdO3a"
X Link 2026-02-12T11:51Z 16.3K followers, [----] engagements

"Here is @alluvialcapital talking about the most memorable investment of his career Full Interview: https://microcapclub.com/club-conversation-with-dave-waters-dark-stock-investing/ https://microcapclub.com/club-conversation-with-dave-waters-dark-stock-investing/"
X Link 2026-02-11T17:42Z 50.3K followers, 12.9K engagements

"Prayers for JerryCrap. Damn Jerry @JerryCap maybe unblock me before trying to use your influence to cut me from a job in finance That'd be more honest. Not sure how well that speaks of you. If anyone important follows me you shouldn't block Jerry from a career in finance from my tweets. https://t.co/aOtmcCUK2g Damn Jerry @JerryCap maybe unblock me before trying to use your influence to cut me from a job in finance That'd be more honest. Not sure how well that speaks of you. If anyone important follows me you shouldn't block Jerry from a career in finance from my tweets. https://t.co/aOtmcCUK2g"
X Link 2026-02-12T10:48Z 16.3K followers, [----] engagements

"Damn Jerry @JerryCap maybe unblock me before trying to use your influence to cut me from a job in finance That'd be more honest. Not sure how well that speaks of you. If anyone important follows me you shouldn't block Jerry from a career in finance from my tweets"
X Link 2023-08-18T11:34Z [----] followers, 25.4K engagements

"Hard to justify such a low multiple with these forecasts. $PLX.PA"
X Link 2026-02-12T08:44Z 16.3K followers, [----] engagements

"Hard assets long overlooked by many investors cannot be disrupted by IA"
X Link 2026-02-11T19:06Z 16.3K followers, 48.2K engagements

"Now updated with Marinakis & Angeliki orders. Still one and a half months to go in Q1. Only one month into [----] and [--] VLCCs have already been ordered. Deliveries are still years away but this is exactly why cycles dont last. Capital returns [---]. https://t.co/5Om0fQ7tjJ Only one month into [----] and [--] VLCCs have already been ordered. Deliveries are still years away but this is exactly why cycles dont last. Capital returns [---]. https://t.co/5Om0fQ7tjJ"
X Link 2026-02-11T16:50Z 16.3K followers, [----] engagements

"Only one month into [----] and [--] VLCCs have already been ordered. Deliveries are still years away but this is exactly why cycles dont last. Capital returns 101"
X Link 2026-02-06T13:27Z 16.3K followers, 11.2K engagements

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