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@Riccardino999 Avatar @Riccardino999 Mr Rhino

Mr Rhino posts on X about debt, acquisition, oman, $tte the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

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

Social topic influence debt #1256, acquisition #407, oman #189, $tte #9, $galp #3, to the 5.88%, target 5.88%, $sse #3, sse #15, $ulvr #2

Top accounts mentioned or mentioned by @privatffm @davidarmanini @beshoefree @headder86 @henrik115 @korwraith @conkers3 @kor_wraith @otemple79

Top assets mentioned TotalEnergies SE (TTE) The Magnum Ice Cream Company N.V. (MICC) Carvana Co. (CVNA) Oxygen (OXY) BP p.l.c. (BP) SM Energy Company (SM) Rio Tinto plc (RIO) Realio Network (RIO) Convex Finance (CVX) Braskem S.A. American Depositary Shares (BAK) LyondellBasell Industries NV (LYB) Unilever plc (UL) MyShell Token (SHELL) PolkaBridge (PBR)

Top Social Posts

Top posts by engagements in the last XX hours

"#sse $sse Please forgive my skepticism But I think the whole plan is b.it There's no way they ll generate 21bn in operational cash flow over the next five years The only number that looks credible in there is the 14bn increase in net debt Which brings another point"
X Link 2025-11-12T14:46Z 1254 followers, XXX engagements

"#sse $sse I d say that today's move was a bit of pump by the book-runners to get a higher price hence the raise at 2050 You also have to admire the directors With Lady Elish Angiolini pony up as much as 1980 And Dame Angela Strank another 3800. That's less than the"
X Link 2025-11-12T19:53Z 1254 followers, XXX engagements

"Active value would do the opposite as the demerger of a lower valued subsidiary is actually dilutive for $ulvr with EPS dropping by around X% per year This has created an opportunity for smart investors. (Not many left) $micc was decent valued at 10x operating profit imho"
X Link 2025-12-09T15:45Z 1254 followers, XXX engagements

"4) probably $bp should not bother farming out the bumerangue discovery Overall I think this story is worth following In the future if mopane is developed both $tte and $galp stand to make billions Be greedy when others are fearful"
X Link 2025-12-09T16:01Z 1254 followers, XXX engagements

"#kist #kistos $kist.l Took a deeper look The acquisition for blocks 3/4 and X is a tad on the expensive side At premium to nav But. Oman is one of the most stable jurisdictions and transactions there tend to happen at a premium X% of Block X is the best bit it is the"
X Link 2025-12-11T10:03Z 1254 followers, XXX engagements

"Injection is also crucial to prevent declines in these blocks They have good 3D and success ratios are over XX% The upside in 3/4 sit with 1) a heavy oil discovery that was deemed non commercial 2) better terms for gas sold to the state which is currently at 1$"
X Link 2025-12-11T10:03Z 1254 followers, XXX engagements

"#dge $dge.l #diageo 3bn$ in promised fcf from 2026 is not enough to sustain current EV of 85bn$ Stock remains pretty expensive Why would I invest in a sector with low growth at XXX% fcf yield This is my view. Plus debt at 21bn$ can still cause issues"
X Link 2025-05-19T11:59Z 1250 followers, 2269 engagements

"#dge $dge.l #diageo Be careful on this one chaps Even at multi year lows EV remains at 73bn$ Too high for something generating 3bn$ in fcf for 2026 (if they are lucky) Meanwhile sales are falling and other competitors have fared even worse #rco #stz #bf"
X Link 2025-11-02T18:43Z 1250 followers, 1784 engagements

"The oil price But quite why $sm decided to take on a company with 5bn$ in debt is am mistery to me If oil price stays low you might have to worry The combined company trades at 24000$ per flowing barrel"
X Link 2025-11-03T21:49Z 1253 followers, XXX engagements

"@Privatffm @Henrik115 Nothing was said on the licence I don't know for sure and I m speculating here but I d say electricity is an issue I need to look at the mozal/south32 situation closer as that involved cheap electricity too This is why I think it's worth buying only after the licence renewal"
X Link 2025-11-20T12:10Z 1246 followers, XX engagements

"#vul #vulcantwo Here's how it could work The company buys target C and D for 5m each 10x EBITDA Combines them strips IT warehouses and admin and finds 1-1.5m in synergies At that point you have a company with 23m in revenues 2m in EBITDA growing at 10x a year"
X Link 2025-11-29T10:32Z 1246 followers, XXX engagements

"Processing will be done in H1 2016 Which means that by July next year we should have news of a potentially stacked target with the possible sizes (could be 50-100m barrels) At that point I would expect #crcl to rerate while we wait for the drilling in early XX And #aet #afentra"
X Link 2025-12-03T10:47Z 1243 followers, XXX engagements

"To rise a bit as the market will be more aware of the possibilities in Kon4 XX and XX Oil at 60$ doesn't make for a great story But here you have a clear asymmetry Gabon and Congo onshore recovered over 3bn barrels while the Kwanza has been undrilled since 1980 #yolo"
X Link 2025-12-03T10:47Z 1243 followers, XXX engagements

"#rio tinto $rio Interesting update The titanium assets given the current state of oversupply due to Chinese overproduction are probably not generating enough returns However the metal is strategic and cyclical So I d be keeping an eye to the possible divestment"
X Link 2025-12-04T15:38Z 1250 followers, XXX engagements

"#val #valirx As expected 😉😂😂 Stock is up XX% on no news I reckon you are still on time to play this shitco pump and dump😂 I wonder what the unlikely story will be on this one Don't doubt the end it will be a X like #hemo 😉 But it could fly If you are a semi-illiterate"
X Link 2025-12-04T17:30Z 1242 followers, XXX engagements

"$cvx #oott #aet The reality of oil at 60$ Capex gets sliced In $cvx case West Africa seems to be left behind. #cvx holds large mature production assets in #angola (block X and 14) and #nigeria I wonder if the m&a market for these assets will"
X Link 2025-12-04T18:08Z 1250 followers, XXX engagements

"#gdr #genedrive Here's another biotech shitco that could either go to the wall or be the next candidate for a pump and dump This shitco will need to raise a few million quid pretty soon. Usual play Give them some money Get issued a lots of warrants Buy more shares"
X Link 2025-12-05T10:18Z 1243 followers, XXX engagements

"#bak $bak #shel #xom #lyb #oott $lyb As I have stated beforefor the cycle in petrochemicals to turn we need to see reductions in capacity This is a step in the right direction but I think the downturn will continue X reasons Source: Yahoo Finance"
X Link 2025-12-05T10:53Z 1250 followers, XXX engagements

"#may #mayflower acquisition Another Spac like #zeg #rose #vul or #aet Designed to buy underperforming assets and turning them around This is a strategy I like a lot but as usual it will depend on the target and the execution Founders are ex GLG partners so they should know"
X Link 2025-12-05T13:01Z 1254 followers, XXX engagements

"Turn things around to create value Or to list an early aggregation vehicle (Vulcan two) It's definitely one to watch but things could be slow here with months passing without anything happening So I d rather wait for some news This one also has a X to X warrant at 11.5$"
X Link 2025-12-05T13:01Z 1254 followers, XXX engagements

"#CVNA $CVNA In my opinion #Carvana is a short The catalyst for a plunge will be when the Asset Backed Securities market for auto loans they rely on freezes This could come when one of the A tranches in any of their Carvana Auto Receivables Trust defaults. So two questions:"
X Link 2025-12-07T17:47Z 1245 followers, XXX engagements

"1) what's the best strategy to create a medium term (6 months+) short position through options 2) can you spot signs of stress from the prices or evolution of current ABS Because stress in the ABS will be the signal #Carvana ABS should be full of sub prime borrowers owing"
X Link 2025-12-07T17:47Z 1244 followers, XXX engagements

"An average of 25k$ on rapidly depreciating vehicles With default rates on auto loans climbingif this source of financing dries the whole $cvna story is dead Views and opinions on the best way to play this Over collateralisation and tranches BCDN and XS only absorb 10%"
X Link 2025-12-07T17:47Z 1245 followers, XXX engagements

"Were provided Details of the psc or estimate of profitability were not easily discernible from $oxy who's a significant producer in #oman The geographical diversification and entry into the middle east market is also pretty positive here"
X Link 2025-12-09T14:12Z 1254 followers, XXX engagements

"#ulvr #micc You can directly see how the market is not efficient anymore $ulvr #unilever has become smaller after the demerger. Passive and index funds are buying the stock to go back at benchmark Meanwhile $micc is being slowly sold by the same funds as it's not in any index"
X Link 2025-12-09T15:45Z 1254 followers, XXX engagements

"Offshore developments too risky My take here 1) #total gets the better deal by far 2) you have to ask why no other major like $shell or $pbr wanted to be involved (probably they are looking to slash Capex) 3) what's the read across for the whole offshore sector and West Africa"
X Link 2025-12-09T16:01Z 1254 followers, XXX engagements

"@beshoefree Overall it looks good But I m planning to do more research when I have time today I couldn't I want to understand the terms of psc in Oman and how profitable this might be Plus I want to figure out decline rates 😉😀"
X Link 2025-12-09T17:23Z 1246 followers, XX engagements

"#rose has found out Apart from reducing debt with more equity or stripping some marginal costs the efficiency gains are limited It's a far better strategy to buy from underperforming companies (Vodafone for Zegona or Sonangol for Afentra) as there's more possibilities to"
X Link 2025-12-05T13:01Z 1254 followers, XXX engagements

"#kist #kistos The acquisition of the X blocks in oman looks good 148m$ financed from existing resources equates to around 15k$ per flowing barrel The only slightly less positive is the 5.8$ per barrel of reserve in the ground which looks on the high side No other details"
X Link 2025-12-09T14:12Z 1254 followers, XXX engagements

"#tte $tte $galp Very disappointing deal for #galp They get no upfront payments for farming out the huge #mopane discovery With #total only carrying XX% of exploration appraisal and development cost and even that will need to be repaid Oil at 60$ simply makes these large"
X Link 2025-12-09T16:01Z 1254 followers, XXX engagements

"#tte $tte $galp I genuinely think #galp has done something stupid with this farmout deal I honestly think they should have stuck an extra 200m$ in Capex to appraise the discovery on their own And then farm out at a better price It would have been a gamble with better payoff"
X Link 2025-12-09T16:23Z 1254 followers, XXX engagements

"@KoR_Wraith With these stocks you have limited upside Your best case scenario is limited to nav realisation or getting XX% a year I prefer growth stories or distressed play This might be distressed like Tullow But I don't think there's any meat here Did you change you mind on #vul"
X Link 2025-12-10T10:32Z 1254 followers, XX engagements

"#silver We are now at 60$ an ounce. The ratio with gold has closed to XX But I still think there's a potential for a squeeze due to flows into physical silver And inelastic supply as silver is a byproduct of other mining operations I don't think recycling or hoarded metal"
X Link 2025-12-10T11:23Z 1254 followers, XXX engagements

"#rkh #rockhopper exploration #nvtp #navitas $rkh.l There is your chance to sell Fid for sea lion has been announced Stock will pop But after that I think valuations will take over and this is simply not a great risk reward profile to play 1bn$ in EV for #rkh is too much😉"
X Link 2025-12-10T12:02Z 1254 followers, XXX engagements

"#rkh #rockhopper exploration #nvtp #navitas $rkh.l Here's why I think you should be careful and why this doesn't appeal to me: 1) 111m barrels for 1bn$ EV is 9$ per barrel in the ground too high 2) you have execution risks that could substantially increase price 3) debt at"
X Link 2025-12-10T12:13Z 1254 followers, XXX engagements

"crown jewel in $oxy international portfolio However the licence ends in 2030 and $oxy might walk this creates both opportunities and risks All blocks are geologically challenging with highly fractured structures with small pockets that require constant drilling Water"
X Link 2025-12-11T10:03Z 1254 followers, XXX engagements

"Another risk is OPEC compliance that might require cuts in production PSC allows XX% cost oil after that XX% goes to the state so margins are not high The acquisition should pay for itself in 4-5 years So not the greatest irr But if gives #kist an international footprint"
X Link 2025-12-11T10:03Z 1254 followers, XXX engagements