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@viceroyresearch ViceroyViceroy posts on X about $vedl, $vrl, liquidity, $vrls the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% cryptocurrencies XXXX% celebrities XXXX% countries XXXX%
Social topic influence $vedl #1, $vrl #1, liquidity #904, $vrls #1, debt #1185, lack of #573, $105m #4, $abr #9, $220m #6, to the XXXX%
Top accounts mentioned or mentioned by @aimhonesty @civisxxi @cnbctv18news @pmoindia @eslsteellimited @liambyrnemp @labourparty @uksfo @houseofcommons @abiwhist @uklabour @chrisdsteele @ukparliament @occrp @arbor1s @anilagarwalved @elonmusk @spacex @moneylife @suchetadalal
Top assets mentioned Arbor Realty Trust, Inc. (ABR) OtterHome (HOME) YETI Holdings, Inc. Common Stock (YETI)
Top posts by engagements in the last XX hours
"Our on-the-ground diligence confirms KCM is in a state of decay. The mine one of the world's wettest spends 60MW of its 88MW power allocation just on dewatering leaving minimal capacity for its XX% capacity operations. $VEDL 5/"
X Link 2025-11-07T05:07Z 46.5K followers, 2407 engagements
"ESL Steel is raising 2000 cr ($223m) at XX% - 12%. Despite being marketed as routine refinancing it is the clearest sign yet that Vedantas deleveraging strategy has failed. Why else would ESL be issuing XX% paper $VEDL $VRL 1/"
X Link 2025-12-02T04:30Z 46.5K followers, 5312 engagements
"#Vedanta's complete lack of intent based on findings of fact. $VEDL are back in the dock at the Supreme Court today. Rare to see a regulator be this direct as #SEBI lays out fraudulent action & market manipulation. For $VRL it is always about the image"
X Link 2025-12-04T04:09Z 46.5K followers, 4680 engagements
"What happened to #Vedanta deleveraging Another highly questionable $VEDL deal $105m due in XX days for Incab Industries' aged non-operational assets & 300km from anything useful. Bankrupt since 2019. $VRL's ESL needed a minimum $220m+ & just added to the liquidity crunch 1/2"
X Link 2025-12-04T04:40Z 46.5K followers, 6531 engagements
"Even on a VRL consolidated basis the parent could not record a profit ex-NCI. This gives a real indication as to VRLs concentration into garbage assets within the group with better performing assets being high-NCI. 3/"
X Link 2025-12-04T14:21Z 46.5K followers, 3478 engagements
"VRL PropCo generated a $550m FCF loss after NCI dividends despite allegedly large debt and debt cost cuts. The $VRL PropCo is a cash-burning vehicle and has no ability to repay its debts outside of selling stock or stealing from $VEDL. 4/"
X Link 2025-12-04T14:21Z 46.5K followers, 1545 engagements
"$VEDL - @ESLSteelLimited is among Vedanta's weakest negative FCF lapsed EC & Auditor going concern red flags since 2019. No rational lender funds a plant that can't run at capacity. Real use of funds will be $VRL's liquidity crisis 1/2"
X Link 2025-12-03T09:00Z 46.5K followers, 5654 engagements
"Looks like @CNBCTV18News has been mislead by #Vedanta's PR hype on the NCLT approval of Incab Industries. Calling Jamshedpurs destroyed gutted plant "idle assets" is wishful thinking. This isn't idle Basic due diligence blows a hole in mgmt's credibility $VEDL $VRL 1/2"
X Link 2025-12-04T05:12Z 46.5K followers, 10K engagements
"$VEDL- Here's videos taken 2023 before the main fire at #Vedantas latest $105m acquisition of Incab Industries Jamshedpur. Mgmt bought this wreck with full PR gusto of 'integration'. No commercial capability anywhere in sight.Manufacturing Not a chance even by $VRL standards"
X Link 2025-12-04T06:14Z 46.5K followers, 4465 engagements
"VRL released its consolidated HY results today from their vacant UK corporate office at XX Berkeley Square. These results allow the analysis of $VRL PropCo which has posted its worst ever half-year loss of -$1.2b. A quick breakdown of the key figures follows. $VEDL 1/"
X Link 2025-12-04T14:21Z 46.5K followers, 5225 engagements
"Vedanta - Incab: Paying Full Price for Scrap is now live Our latest deep-dive shows $VEDL 577cr ($64m) cash Incab acq makes no financial sense. Assets are defunct equipment is scrap. The deal drains cash exactly when $VRL needs it the most. 1/"
X Link 2025-12-05T00:03Z 46.5K followers, 2209 engagements
"Link: This is full rebuild at a cost far beyond the $VEDL bid not a refurbishment. $VRL 2/"
X Link 2025-12-05T00:03Z 46.5K followers, XXX engagements
"Karma for @liambyrnemp. @LabourParty councillor is now under @UKSFO criminal investigation over a charity we flagged in our $HOME REIT work. The irony is Byrne used this example to mislead the @HouseofCommons falsely claiming @AIMhonesty is a Russian asset. #Labour @abi_whist"
X Link 2025-12-06T19:37Z 46.5K followers, 10.6K engagements
"VRL PropCo reported a $1261m net loss after NCIs. Operating profit turned negative free cash flow was deeply negative and working capital is in deficit. All while $VEDL is buying failed assets like JAL and Incab 3/"
X Link 2025-12-08T03:32Z 46.5K followers, XX engagements
"After $VEDL O&G lost the Cambay lease & was hit with a $1.6b claim from GoI (which called conduct fraudulent) subsidiary Cairn is now pushing PR pieces that contradict prior claims of operational efficiency. $VRLs O&G business is in terminal decline"
X Link 2025-12-08T08:48Z 46.5K followers, 5342 engagements
"The visit to $VEDL Jharsuguda plant coincides with local villagers are protesting pollution lack of jobs compensation & health hazards to the community. $VRL continues to be an regulatory risk & ESG disaster"
X Link 2025-12-08T09:05Z 46.5K followers, 2539 engagements
"Link: Our findings show VRL cannot meet FY26FY27 obligations through forecast dividends and brand fees from VEDL contrary to managements claims. $VRL $VEDL 2/"
X Link 2025-12-11T04:03Z 46.5K followers, XXX engagements
"Vedanta Limited Resources Viceroy is short of Vedanta Resources (PropCo) the heavily indebted parent & majority owner of Vedanta Limited (NSE : VEDL). The group structure is financially unsustainable operationally compromised & resembles a Ponzi scheme. $VEDL 1/"
X Link 2025-07-09T06:30Z 46.5K followers, 148.4K engagements
"Vedanta - VRL H1 FY26 Analysis is now live. $VRL PropCo delivered its worst half on record: earnings liquidity and cash generation all deteriorated in H1 FY26. VRL remains unable to support itself relying entirely on brand fees and dividends from $VEDL. 1/"
X Link 2025-12-08T03:32Z 46.5K followers, 5293 engagements
"Arbor November CLO Update Update Arbor appears to be delinquent in its filings of 2021-FL3 so we havent been able to pull together a fair m/m comparison for analysis. We have postponed our release until the data is live from the trustee. $ABR 1/"
X Link 2025-11-24T14:28Z 46.5K followers, 5888 engagements
"The Promote just published a dive into @Arbor1's (lack of) underwriting controls in its agency book. It's bad. Records show that Arbor originated a $10.6m loan against a property purchased X years prior for only $8.5m & DSCR 1x. The property is now in default. $ABR 1/"
X Link 2025-11-24T19:18Z 46.5K followers, 13.5K engagements
"Konkola Copper Mines reported a $192m operating loss and a $6m EBITDA loss in H1 FY26. Despite $346m VRL loans in FY25 KCM spent just $8m on Konkola Deeps capex in H1 FY26. D&A of $186m shows the asset base continues to shrink. 4/"
X Link 2025-12-08T03:32Z 46.5K followers, 1724 engagements
"VRLs H1 FY26 earnings confirm that $VRL PropCos earnings liquidity and cash generation have not meaningfully improved despite deleveraging efforts. They came from selling assets shifting debt to VEDL and draining $VEDL of liquidity"
X Link 2025-12-08T03:32Z 46.5K followers, 1603 engagements
"Whats happening at $VRL While @AnilAgarwal_Ved muses on mythical creatures you'd be excused for wondering where the H1 FY26 call transcript is. Announced late on the Dec X held on Dec X. Reports from some bondholders of no call. Do #Vedanta Resources or $VEDL want to explain"
X Link 2025-12-09T08:02Z 46.5K followers, 6367 engagements
"Vedanta now claims it will invest X trillion ($11b) in Rajasthan. This is pure PR fluff: no specifics timelines or commitments like the X trillion to be invested in Odisha. Reality: $VEDL cannot afford to maintain itself let alone expand. $VRL"
X Link 2025-12-10T14:25Z 46.5K followers, 2712 engagements
"VRLs H1 FY26 earnings call confirms deleveraging has collapsed. Liquidity is thin obligations are rising and management is now seeking a $600m facility just to meet near-term cash demands. $VRL $VEDL 1/"
X Link 2025-12-11T04:03Z 46.5K followers, 7878 engagements
"For H2 FY26 VRL disclosed $900m liquidity but $550m PCF repayment $300m H2 interest the $206m KCM payment and the $200m $VEDL repayment leaving a $350m shortfall. Managements new solution: a $600m loan facility. This is refinancing not deleveraging. $VRL 3/"
X Link 2025-12-11T04:03Z 46.5K followers, XXX engagements
"VRL reversed the KCM story. $VRL will borrow at parent level to fund a cash-draining asset it claimed would be self-funded. Management cited a bogus S-1 silent period to avoid releasing KCM financials. No S-1 or CIK exists. The explanation doesnt hold. $VRL $VEDL 4/"
X Link 2025-12-11T04:03Z 46.5K followers, 1611 engagements
"$VRL -@Moneylife covers our report on #Vedanta Resources. $XXX million of upcoming obligations inc KCM $VEDL & Volcan all require yet more borrowing. The group is running out of balance sheet to kick the can"
X Link 2025-12-11T08:42Z 46.5K followers, 3028 engagements
"$VEDL is a textbook tax fraud per Indian tax authorities in Dehli HC. Exposure to $VRL of $435m including penalties if tax avoidance is deliberate as authorities claim. This is just the tip of the iceberg for #vedanta . 1/"
X Link 2025-12-12T06:47Z 46.5K followers, 4836 engagements
"Link: This is separate from the billions in brand fees $VEDL admits have ZERO economic substance. These are paid to @AnilAgarwal_Ved's UK residence for services rendered by staff in India. 2/"
X Link 2025-12-12T06:47Z 46.5K followers, 1353 engagements
"Arbor financing new debt in rate cut environments more expensive than it's existing notes and 100bps above it's cash yield. $ABR"
X Link 2025-12-12T15:03Z 46.5K followers, 1575 engagements