#  @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 $RWE.DE. ### Engagements: [---] [#](/creator/twitter::1772204205475770368/interactions)  - [--] Week [-----] -56% - [--] Month [------] -77% - [--] Months [---------] +134% - [--] Year [---------] +278% ### Mentions: [--] [#](/creator/twitter::1772204205475770368/posts_active)  - [--] Week [--] -34% - [--] Month [---] -28% - [--] Months [---] +36% - [--] Year [---] +24% ### Followers: [-----] [#](/creator/twitter::1772204205475770368/followers)  - [--] Week [-----] +0.32% - [--] Month [-----] +3.60% - [--] Months [-----] +75% - [--] Year [-----] +261% ### CreatorRank: [---------] [#](/creator/twitter::1772204205475770368/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 41.23% [finance](/list/finance) 27.19% [cryptocurrencies](/list/cryptocurrencies) 10.53% [countries](/list/countries) 5.26% [currencies](/list/currencies) 4.39% [exchanges](/list/exchanges) 2.63% [technology brands](/list/technology-brands) 0.88% [financial services](/list/financial-services) 0.88% **Social topic influence** [$rwede](/topic/$rwede) 15.79%, [$tln](/topic/$tln) #6, [$ceg](/topic/$ceg) #30, [$glen](/topic/$glen) 7.02%, [$arcc](/topic/$arcc) 7.02%, [$mfic](/topic/$mfic) 7.02%, [$bbdc](/topic/$bbdc) 6.14%, [$valt](/topic/$valt) 6.14%, [copper](/topic/copper) 6.14%, [$vst](/topic/$vst) #35 **Top accounts mentioned or mentioned by** [@yellowlablife](/creator/undefined) [@satsfilip](/creator/undefined) [@paulomacro](/creator/undefined) [@enriqueabeyta](/creator/undefined) [@acapitallp](/creator/undefined) [@cultivatedbeta](/creator/undefined) [@stevenshadduck](/creator/undefined) [@ancientsion](/creator/undefined) [@moneyofminepod](/creator/undefined) [@citrinicom](/creator/undefined) [@agnostoxxx](/creator/undefined) [@calvinfroedge](/creator/undefined) [@marketplunger1](/creator/undefined) [@traderpamplona](/creator/undefined) [@excessdefaults](/creator/undefined) [@brentmuio](/creator/undefined) [@wtcm3](/creator/undefined) [@apeconomics69](/creator/undefined) [@chamath](/creator/undefined) [@twheels88](/creator/undefined) **Top assets mentioned** [TALEN ENERGY CORP (DE) (TLN)](/topic/$tln) [Constellation Energy Corp (CEG)](/topic/$ceg) [Ares Capital, Corp. (ARCC)](/topic/$arcc) [Barings BDC, Inc. (BBDC)](/topic/$bbdc) [Vistra, Corp. (VST)](/topic/$vst) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [Realio Network (RIO)](/topic/$rio) [Royal Gold Inc (RGLD)](/topic/$rgld) [Alcoa, Corp. (AA)](/topic/$aa) [BHP Group Limited (BHP)](/topic/$bhp) [The Magnum Ice Cream Company N.V. (MICC)](/topic/$micc) [NRG Energy Inc (NRG)](/topic/$nrg) [Suncor Energy, Inc. (SU)](/topic/$su) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Civic (CVC)](/topic/$cvc) [Williams Companies Inc (WMB)](/topic/$wmb) [TC Energy Corporation (TRP)](/topic/$trp) [Sasol Limited (SSL)](/topic/$ssl) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Nokia Corporation (NOK)](/topic/$nok) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [Ero Copper Corp. (ERO)](/topic/$ero) [American Exceptionalism Acquisition Corp. A (AEXA)](/topic/$aexa) [Oxygen (OXY)](/topic/$oxy) [Oatly Group AB (OTLY)](/topic/$otly) [TAC Protocol (TAC)](/topic/$tac) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Valero Energy Corporation (VLO)](/topic/$vlo) [Exxon Mobil (XOM)](/topic/$xom) [PPL Corp (PPL)](/topic/$ppl) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Rubic (RBC)](/topic/$rbc) ### Top Social Posts Top posts by engagements in the last [--] hours "$BHP $RIO $OXY vs sogo shosha The Japanese trading cos have crushed the miners / energy cos conclusively for last few years. Interesting how seldom mintwit talks about these" [X Link](https://x.com/ArrakisGlobal/status/2018623430053237170) 2026-02-03T09:51Z [----] followers, [----] engagements "$OTLY Great product broad and effective distribution interesting new flavours Simply cant turn a profit if they did manage to get growth / profitability balance right could multi bag" [X Link](https://x.com/ArrakisGlobal/status/2003564961000489352) 2025-12-23T20:34Z [----] followers, [----] 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 $TLN" [X Link](https://x.com/ArrakisGlobal/status/1952832518836654111) 2025-08-05T20:42Z [----] followers, [----] engagements "$MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here" [X Link](https://x.com/ArrakisGlobal/status/2007142560708599850) 2026-01-02T17:30Z [----] followers, [----] engagements "$MICC $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp" [X Link](https://x.com/ArrakisGlobal/status/2007213200497135851) 2026-01-02T22:11Z [----] followers, [----] engagements "$MICC nice move today 🍨 $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp" [X Link](https://x.com/ArrakisGlobal/status/2015816608988467358) 2026-01-26T15:58Z [----] followers, [----] engagements "$FNV $RGLD $GDX" [X Link](https://x.com/ArrakisGlobal/status/2017903740242534742) 2026-02-01T10:11Z [----] followers, [----] engagements "IPPs from ATHs $TLN -24% $CEG -30% $NRG -14% $VST -27% $NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year https://t.co/f1kjrmuZLw $NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year https://t.co/f1kjrmuZLw" [X Link](https://x.com/ArrakisGlobal/status/2018671933852647554) 2026-02-03T13:04Z [----] followers, [----] engagements "@satsfilip No. I have covered $ceg short. But still think $TLN has a lot of downside" [X Link](https://x.com/ArrakisGlobal/status/2019132410324217884) 2026-02-04T19:34Z [----] followers, [---] engagements "$GLEN $RIO deal cancelled Great to be able to buyback full Glencore position but waiting for lower entry. And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY" [X Link](https://x.com/ArrakisGlobal/status/2019443614355476760) 2026-02-05T16:10Z [----] followers, [----] engagements "Robotics as a theme; interesting discussion around a thematic that I have no doubt will start to pickup traction. Especially interested in names that are in the midst of an automotive recession that would be key beneficiaries such as $SHA0.DE $SCAFF https://www.youtube.com/watchv=nSPH3oqD2ug https://www.youtube.com/watchv=nSPH3oqD2ug" [X Link](https://x.com/ArrakisGlobal/status/1923643999216074809) 2025-05-17T07:37Z [----] followers, [----] engagements "$AVIO.IT $AVIO PT raised to [--] 🎯" [X Link](https://x.com/ArrakisGlobal/status/1934589461540544536) 2025-06-16T12:30Z [----] followers, [----] engagements "$GLEN $GLEN.L $GLNCY Glencore wants 350p+" [X Link](https://x.com/ArrakisGlobal/status/1940335621370974391) 2025-07-02T09:03Z [----] followers, 12K engagements "GS note on majors and commodity views $GLEN $ANTO $AAL.L $RIO $BHP" [X Link](https://x.com/ArrakisGlobal/status/1948359366895145214) 2025-07-24T12:27Z [----] followers, [----] engagements "$CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://www.businesswire.com/news/home/20250810857961/en/Selwood-Asset-Management-Statement-on-Progress-at-Canal-and-Hachette https://www.businesswire.com/news/home/20250810857961/en/Selwood-Asset-Management-Statement-on-Progress-at-Canal-and-Hachette" [X Link](https://x.com/ArrakisGlobal/status/1954818416763613632) 2025-08-11T08:13Z [----] followers, [----] engagements "$UAMY $CAMB.BE in any huge purchase of Antimony from the US EU and NATO Campine will be a front runner. Revenue recently 2x and Ebitda 3x" [X Link](https://x.com/ArrakisGlobal/status/1977743975369859432) 2025-10-13T14:31Z [----] followers, [----] engagements "$ARCC on Q3 call discussing dividend coverage We just feel very confident" [X Link](https://x.com/ArrakisGlobal/status/1984372102464749906) 2025-10-31T21:29Z [----] followers, [---] engagements "My [----] trade. oil & refiners $SU $VNOM $CNQ $XOM $VLO @PauloMacro master class on @moneyofminepod [--] Trades for [----] - open submissions start now for inclusion in our end of year outlook and end 12/10/2025 If you think youve got a good theme pair macro trade or unexpected development for [----] send an email with your pitch to 26trades@citrini.com [--] Trades for [----] - open submissions start now for inclusion in our end of year outlook and end 12/10/2025 If you think youve got a good theme pair macro trade or unexpected development for [----] send an email with your pitch to 26trades@citrini.com" [X Link](https://x.com/ArrakisGlobal/status/1989427107131511068) 2025-11-14T20:15Z [----] followers, 13.7K engagements "$MFIC $BBDC $ARCC $BXSL Let them all eat mark to market @agnostoxxx" [X Link](https://x.com/ArrakisGlobal/status/1990693115158802626) 2025-11-18T08:06Z [----] followers, [----] engagements "$WMB Pipelines have a competitive advantage in being able to bring power to the grid quickly" [X Link](https://x.com/ArrakisGlobal/status/1991543962084241616) 2025-11-20T16:27Z [----] followers, [----] engagements "$WMB $TRP $PPL $EPD" [X Link](https://x.com/ArrakisGlobal/status/1991600147101565408) 2025-11-20T20:10Z [----] followers, [----] engagements "$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) https://youtu.be/9wlf3ICjDtksi=9rC1oY-0TKgZmixF https://youtu.be/9wlf3ICjDtksi=9rC1oY-0TKgZmixF" [X Link](https://x.com/ArrakisGlobal/status/1992536399040721122) 2025-11-23T10:11Z [----] followers, [----] engagements "Stopped out of energy / nat gas longs. live to fight another day $SU $CNQ $CTRA" [X Link](https://x.com/ArrakisGlobal/status/2000974711967154484) 2025-12-16T17:02Z [----] followers, [----] engagements "$FNV 50% of probability for restart occurring After restart its 6-9 months to reach 80% capacity Think this runs to $250 🎯+ Upon CP announcement +$300" [X Link](https://x.com/ArrakisGlobal/status/2001203503981572313) 2025-12-17T08:11Z [----] followers, [----] engagements "Zijin Mining . 28% earnings CAGR by [----] $ZIJMF" [X Link](https://x.com/ArrakisGlobal/status/2003491339997229512) 2025-12-23T15:42Z [----] followers, [----] engagements "$RBC summary commod views" [X Link](https://x.com/ArrakisGlobal/status/2004486866418950625) 2025-12-26T09:38Z [----] followers, [----] engagements "$GLEN Glencore is a copper stock with an iron ore multiple easy money riding this to 480p" [X Link](https://x.com/ArrakisGlobal/status/2005219390124663261) 2025-12-28T10:08Z [----] followers, 44.7K engagements "$ARCC $BBDC $MFIC $BXSL $TSLX Non-accrual rates at cost over time for BDCs" [X Link](https://x.com/ArrakisGlobal/status/2005626679855894920) 2025-12-29T13:07Z [----] followers, [----] engagements "Reminds me of Asterix & Obelix comic when the pirates decide to sink their own ships rather than allow the Gauls to sink it for them 😂 https://youtu.be/C5B4kKwriWAsi=9b9575ivvLAVgjBN https://youtu.be/C5B4kKwriWAsi=9b9575ivvLAVgjBN" [X Link](https://x.com/ArrakisGlobal/status/2006281531757846725) 2025-12-31T08:29Z [----] followers, [----] engagements "$SLSR added to this. The best cu development asset for generalists - CEO sounds like a mini Gary Nagle - Its the only Tier1 copper deposit not affiliated with any majors $BHP $RIO $GLEN - Fully financed non dilutive equity raise done with $RGLD - 0.4x P/Nav this trades $20+" [X Link](https://x.com/ArrakisGlobal/status/2007140768528617782) 2026-01-02T17:23Z [----] followers, [----] engagements "Long $su $cnq if they flush tomorrow Venezuela oil production in [----] will be less than in [----] Venezuela oil production in [----] will be less than in 2025" [X Link](https://x.com/ArrakisGlobal/status/2007881814862708965) 2026-01-04T18:28Z [----] followers, [----] engagements "$MOS everyone will eventually join the dance 🕺🏻 Wondering when to pull the trigger on ags 🌾" [X Link](https://x.com/ArrakisGlobal/status/2008834458506743908) 2026-01-07T09:33Z [----] followers, 12.1K engagements "$SHCO Deal seems to be falling apart. Shouldn't the shares be down more if this effectively cannot be financed Here's something you don't see everyday. MCR along with Ron Burkle and Yucaipa had previously signed a definitive agreement to acquire Soho House for $2.7 billion. At the time MCR signed an equity commitment letter to fund a $200 million equity check for the deal from its MCR https://t.co/0W1OVAxmA4 Here's something you don't see everyday. MCR along with Ron Burkle and Yucaipa had previously signed a definitive agreement to acquire Soho House for $2.7 billion. At the time MCR signed" [X Link](https://x.com/ArrakisGlobal/status/2009303852130996569) 2026-01-08T16:39Z [----] followers, [----] engagements "$SLSR Low strip large scale resource" [X Link](https://x.com/ArrakisGlobal/status/2009718692460871710) 2026-01-09T20:07Z [----] followers, [----] engagements "$CEG $TLN $VST IPP sector continues to be one of the most obvious shorts. https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction Continuing to lean on the short for $CEG $TLN $VST Mkt is whispering to people as these bleed daily. The power trade is going to get absolutely slammed into midterms. Fundamentals don't matter at this point narrative shorts are powerful. https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction Continuing to lean on the short for $CEG $TLN $VST Mkt is" [X Link](https://x.com/ArrakisGlobal/status/2013161771834503206) 2026-01-19T08:09Z [----] followers, 11.8K engagements "Seller of gold into this violent crash up. Buyer of anything rate sensitive. $RKT $FIGR maybe nibble back into some industrial metals $AA TACO incoming. Most of the US doesn't know where or what Greenland is. But they sure do know if rates go up. 🌮🌮🌮" [X Link](https://x.com/ArrakisGlobal/status/2013580154912600488) 2026-01-20T11:51Z [----] followers, [----] engagements "$VALT $ANGPY Everytime i sell Valterra I feel serious FOMO PGM Outlook / Supply & Demand dymanics below" [X Link](https://x.com/ArrakisGlobal/status/2013907351955288419) 2026-01-21T09:31Z [----] followers, [---] engagements "$ALB demand shock from robotics incoming" [X Link](https://x.com/ArrakisGlobal/status/2013930536343920917) 2026-01-21T11:03Z [----] followers, [----] engagements "$NEXA Prop to @calvinfroedge for highlighting this one. Love the sleeper exposure to silver when royalty rolls off this year. Also dont hate zinc and the smelting business turning around" [X Link](https://x.com/ArrakisGlobal/status/2014691008416510167) 2026-01-23T13:25Z [----] followers, [----] engagements "$TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done and it trades poorly. Its down around -17% from highs. $CEG even worse -28%" [X Link](https://x.com/ArrakisGlobal/status/2015061664123486409) 2026-01-24T13:58Z [----] followers, [----] engagements "At some point they will become a buy again. Power generation ex-any data center deals $TLN $CEG $VST $NRG $TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done and it trades poorly. Its down around -17% from highs. $CEG even worse -28% https://t.co/LK1XsMSUwl $TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done" [X Link](https://x.com/ArrakisGlobal/status/2016102630234185951) 2026-01-27T10:54Z [----] followers, [----] engagements "$CAN.L nice move today +13% $CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://t.co/BcVd4Cwm5N $CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://t.co/BcVd4Cwm5N" [X Link](https://x.com/ArrakisGlobal/status/2016820670005399865) 2026-01-29T10:28Z [----] followers, [----] engagements "Intelligent and strategic management of cash balances is going to be something really important. As a EUR 💶 denominated investor I especially like holding $AUD and $NOK" [X Link](https://x.com/ArrakisGlobal/status/2017153745444864154) 2026-01-30T08:31Z [----] followers, [---] engagements "$BMM bought So nice owning this on Nasdaq 😮💨" [X Link](https://x.com/ArrakisGlobal/status/2017330523438243908) 2026-01-30T20:14Z [----] followers, [---] engagements "$RGLD $FNV $ELE $GDX Really interesting number from GS co-head of FICC. Interested to see the same for copper / gold / platinum / silver / uranium etc 5% of gold free float available @PauloMacro" [X Link](https://x.com/ArrakisGlobal/status/2017649353846890587) 2026-01-31T17:21Z [----] followers, [----] engagements "$BMM European copper US tungsten Producing [----] Nasdaq listed 🙏🏼 thanks to @YellowLabLife for flagging" [X Link](https://x.com/ArrakisGlobal/status/2017994524153287023) 2026-02-01T16:12Z [----] followers, [----] engagements "$EWJ sogo shosha earnings by segment Personally like Mitsui a lot" [X Link](https://x.com/ArrakisGlobal/status/2017996476299804810) 2026-02-01T16:20Z [----] followers, [----] engagements "The maths 🧮 isnt adding up for the power / data center and utilities narrative $TLN $CEG $NRG $VST Remain short 🩳 https://youtu.be/i__iaPepixksi=vh8MFYTCxIx5V5e4 https://youtu.be/i__iaPepixksi=vh8MFYTCxIx5V5e4" [X Link](https://x.com/ArrakisGlobal/status/2018276834413052258) 2026-02-02T10:54Z [----] followers, [----] engagements "@YellowLabLife Or the Japanese TradeCos take out Whitehaven & HCC Comment from one of the TradeCos to me was they are worried Glencore now all but controls coal market and pricing and they need to diversify outside of Asia" [X Link](https://x.com/ArrakisGlobal/status/2021103602203324596) 2026-02-10T06:07Z [----] followers, [---] engagements "$HMY interesting to start thinking about when gold & copper miners start to see multiple expansion vs. their pure play equivalents As a generalist I increasingly like leaning into Gold stories with underpriced copper growth same reason i liked $B and $FNV and $MUX" [X Link](https://x.com/ArrakisGlobal/status/2000853850446540849) 2025-12-16T09:01Z [----] followers, [----] engagements "@marketplunger1 Nobody is talking about aluminium $AA $CENX $S32 / $SOUHY" [X Link](https://x.com/ArrakisGlobal/status/2001205492949918192) 2025-12-17T08:19Z [----] followers, [---] engagements "$AA New position Think aluminium can play catch up with copper" [X Link](https://x.com/ArrakisGlobal/status/2001423225390018711) 2025-12-17T22:44Z [----] followers, [----] engagements "Aluminium is a sleeper commodity not hated / loved. $AA is my pick I also like $CENK and $S32 $SOUHY but Alcoa is the most large liquid name in the space" [X Link](https://x.com/ArrakisGlobal/status/2001423562469470239) 2025-12-17T22:45Z [----] followers, [----] engagements "get long commodities $FNV $GLEN $HBM" [X Link](https://x.com/ArrakisGlobal/status/2003574295944212732) 2025-12-23T21:11Z [----] followers, [----] engagements "2026 predictions🔮 iii) AI trade is mostly finished as Mag7 cannibalise each other data center infra structure trade properly blows up (has already started) trade: short neoclouds / power names $NBIS $CRWV $TLN $FRMI $IREN" [X Link](https://x.com/ArrakisGlobal/status/2006294861113385364) 2025-12-31T09:22Z [----] followers, [----] engagements "2026 predictions🔮 iv) private credit hysteria continues but no large default cycle BDCs end up with another boring year of paying dividends and hovering around NAVs which stay stable trade: long $BIZD $ARCC" [X Link](https://x.com/ArrakisGlobal/status/2006294863491600402) 2025-12-31T09:22Z [----] followers, [----] engagements "$SLSR - clever to re-domicile outside of Canada following Zijin debacle to - Dan was good but new mgmt actually get that this baby needs to be sold - trades decently liquid on NYSE" [X Link](https://x.com/ArrakisGlobal/status/2007141314970911036) 2026-01-02T17:25Z [----] followers, [----] engagements "@YellowLabLife Its why i bought more 🤷🏻♂ I trust someone somewhere will get enough FOMO to take this out if not generalists chase it on NAV discount to fill their metals/mining development sleeve. https://www.bloomberg.com/news/articles/2026-01-02/china-s-zijin-mining-to-expand-global-assets-says-new-chairman https://www.bloomberg.com/news/articles/2026-01-02/china-s-zijin-mining-to-expand-global-assets-says-new-chairman" [X Link](https://x.com/ArrakisGlobal/status/2007143062989094926) 2026-01-02T17:32Z [----] followers, [---] engagements "@ACapitalLP still think they bleed a bit more into election / get killed on affordability basket. $CEG and $TLN shorts been rewarding. Don't forget Rubric are big holders in TLN and have to continue selling down their shares. But the upside case does get interesting soon" [X Link](https://x.com/ArrakisGlobal/status/2016136126382112982) 2026-01-27T13:08Z [----] followers, [---] engagements "@TraderPamplona 🫡 been scaling down copper longs $ERO $HBM $TGB $SLSR" [X Link](https://x.com/ArrakisGlobal/status/2016854522744766526) 2026-01-29T12:42Z [----] followers, [---] engagements "@ACapitalLP Yes. Been looking at it. $NOK. This can be a very interesting name" [X Link](https://x.com/ArrakisGlobal/status/2017961047596949796) 2026-02-01T13:59Z [----] followers, [---] engagements "I insist on looking at the numbers correctly yes. $PAH3.DE $PA911.DE Look at this thing on LFCF and tell me its cheap. How people arbitrarily decide to ignore capital structure baffles me. Porsche/Volkswagen/Audi/Bentley/Lamborghini at 3x earnings. Enough said. (Unless you insist on making simple things complicated.) Porsche/Volkswagen/Audi/Bentley/Lamborghini at 3x earnings. Enough said. (Unless you insist on making simple things complicated.)" [X Link](https://x.com/ArrakisGlobal/status/1786330155540988339) 2024-05-03T09:41Z [----] followers, [---] engagements "@ExcessDefaults Jain is undisputed as the best PM of the last few years. Called tech meltdown rode energy bought tech back into AI melt up. His level of intellectual flexibility stands out. $GQG.AX shareholders have also done well ;) Its the only public markets AM worth owning imo" [X Link](https://x.com/ArrakisGlobal/status/1812045702320566598) 2024-07-13T08:45Z [----] followers, [--] engagements "$RWE.DE portfolio of assets looks pretty good stock trades at such a huge discount to B/V. Hard not to buy this thing here" [X Link](https://x.com/ArrakisGlobal/status/1837117519301050635) 2024-09-20T13:12Z [----] followers, [---] engagements "@brentmuio $RWE.DE is the European equivalent trading at 0.65x B/V" [X Link](https://x.com/ArrakisGlobal/status/1837153482895413275) 2024-09-20T15:34Z [----] followers, [---] engagements "$RWE.DE Been adding. Don't think mgmt will pull the trigger on a suicidal acquisition. Buybacks and an increased dividend should get this easily back to the EUR 40+ levels. Also has an AI angle thanks to focus on renewable power generation" [X Link](https://x.com/ArrakisGlobal/status/1838235522906370064) 2024-09-23T15:14Z [----] followers, [---] engagements "$RWE.DE Good to see CEO saying no M&A planned and focusing on getting AI PPAs. Valuation vs. US Peers is crazy" [X Link](https://x.com/ArrakisGlobal/status/1841129192160661844) 2024-10-01T14:53Z [----] followers, [---] engagements "$RWE.DE How is this not up 10% today on $EQNR deal with Orsted. Basically paying almost double $RWE valuation for these assets https://www.reuters.com/markets/deals/equinor-buys-98-stake-orsted-2024-10-07/ https://www.reuters.com/markets/deals/equinor-buys-98-stake-orsted-2024-10-07/" [X Link](https://x.com/ArrakisGlobal/status/1843279984405913857) 2024-10-07T13:19Z [----] followers, [---] engagements "@WTCM3 Missing $RWE.DE from this list. They will have to walk guidance back up to prior estimates possibility of a dividend hike and some PPAs in the works for data-centers should also help. Trading at half EU peers" [X Link](https://x.com/ArrakisGlobal/status/1843698316326158503) 2024-10-08T17:01Z [----] followers, [---] engagements "$RWE.DE $CEG $TLN $AMZN $MSFT The de-commoditisation of power is a major theme in the US that will soon come to Europe with a big re rating possible when PPAs roll in for Renewable companies" [X Link](https://x.com/ArrakisGlobal/status/1845459134767845654) 2024-10-13T13:38Z [----] followers, [---] engagements "$RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A https://www.bloomberg.com/news/articles/2024-10-14/hedge-fund-selwood-urges-rwe-to-give-clarity-on-share-buybackutm_source=website&utm_medium=share&utm_campaign=copy https://www.bloomberg.com/news/articles/2024-10-14/hedge-fund-selwood-urges-rwe-to-give-clarity-on-share-buybackutm_source=website&utm_medium=share&utm_campaign=copy" [X Link](https://x.com/ArrakisGlobal/status/1845846048989659175) 2024-10-14T15:16Z [----] followers, [----] engagements "@cultivatedbeta Its the mother of all cherrypicking 1st of July - 30th of June. $WHC.AX mgmt stating TSR returns over that period of time when the stock happened to spike during the Anglo blowup is highly disingenuous" [X Link](https://x.com/ArrakisGlobal/status/1852101336428327324) 2024-10-31T21:32Z [----] followers, [---] engagements "@satsfilip Reluctantly $RWE.DE" [X Link](https://x.com/ArrakisGlobal/status/1854974095793766819) 2024-11-08T19:47Z [----] followers, [---] engagements "@StevenShadduck @AncientSion They are looking at Kestrel $WHC.AX see little chance of cap returns Paul is empire building" [X Link](https://x.com/ArrakisGlobal/status/1862217951350231155) 2024-11-28T19:32Z [----] followers, [---] engagements "@apeconomics69 @StevenShadduck @AncientSion Saw it was reported by aussie financial press and Paul & Co want to do deals your intel may well be better than mine though $WHC.AX" [X Link](https://x.com/ArrakisGlobal/status/1862222093972119630) 2024-11-28T19:48Z [----] followers, [---] engagements "$RWE.DE Re-initiated in size following some reading about the new German coalition had been a frustrated long in the name last year and looking better now at a rebound in European equities Elliot Management in the name and Germany getting its act together on energy police" [X Link](https://x.com/ArrakisGlobal/status/1895055966665646493) 2025-02-27T10:18Z [----] followers, [---] engagements "60% Cash (EUR & GBP) no more US yield 40% Long $BABA $CAN.L $CCIR $CHG.L $CVC.NL $DBOEY $DIDIY $ENB $EWZ $FUTU $GDS $GLEN $GLNCY $GOLD $HCC $HDLMY $ITOCY $JD $LGEN.L $LYG $MARUF $MITSY $MUFG $NEM $NWG $PDD $RENK.DE $RWE.DE $SAN $SMFG $TKA.DE $TRP $ZIM" [X Link](https://x.com/ArrakisGlobal/status/1899491926132281500) 2025-03-11T16:05Z [----] followers, [----] engagements "$RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis" [X Link](https://x.com/ArrakisGlobal/status/1904473967601021091) 2025-03-25T10:02Z [----] followers, [----] engagements "@cultivatedbeta $RWE.DE https://archive.ph/l73TP https://archive.ph/l73TP" [X Link](https://x.com/ArrakisGlobal/status/1904516321674399944) 2025-03-25T12:50Z [----] followers, [---] engagements "$TKA.DE Nice to see Thyssenkrupp's defense backlog continue to grow TKMS spinoff should be a blockbuster later this year. Reminder: 0.6x book and 0.17x sales 1.9bn EV vs. 5.6bn mkt cap.1.9xEV/EBITDA https://thedefensepost.com/2025/03/31/thyssenkrupp-ulstein-norway-frigate/ $TKA.DE $RENK.DE The wall of money that will be hitting German industrials is incredibly underdiscussed amongst US investors: https://t.co/UxeakjCpf1 https://thedefensepost.com/2025/03/31/thyssenkrupp-ulstein-norway-frigate/ $TKA.DE $RENK.DE The wall of money that will be hitting German industrials is incredibly" [X Link](https://x.com/ArrakisGlobal/status/1907010487847387211) 2025-04-01T10:01Z [----] followers, [----] engagements "Wondering why $TKA.DE is up 8%+ today. Kepler Cheuvreux just upgraded the name from EUR [----] to . EUR [-----]. Some of these European names are so left for dead sell-side coverage has only just woken up to the fact that clients may actually need proper research again. $TKA.DE Nice to see Thyssenkrupp's defense backlog continue to grow TKMS spinoff should be a blockbuster later this year. Reminder: 0.6x book and 0.17x sales 1.9bn EV vs. 5.6bn mkt cap.1.9xEV/EBITDA https://t.co/tLNj9D3yzE $TKA.DE Nice to see Thyssenkrupp's defense backlog continue to grow TKMS spinoff should be a blockbuster" [X Link](https://x.com/ArrakisGlobal/status/1907012433782165879) 2025-04-01T10:09Z [----] followers, [----] engagements "@enriqueabeyta Mate try some of my European names $RWE.DE $RENK $ENX and best of all Brazil $EWZ" [X Link](https://x.com/ArrakisGlobal/status/1907809576302301609) 2025-04-03T14:57Z [----] followers, [---] engagements "$CVC.AS $CVC been adding to this name. Think it goes back to 23+ $CVC $CVC.AS FPAUM up 50% YoY (36% organic) FRE up 40% (59% margin) Expects strong growth in FRE and very strong growth in PRE (while PRE still below average) I did not expect such good results and outlook Now at 18x [----] EV/EBITDA & 20x [----] P/FRE which seems fair but not https://t.co/AUpSUkCITb $CVC $CVC.AS FPAUM up 50% YoY (36% organic) FRE up 40% (59% margin) Expects strong growth in FRE and very strong growth in PRE (while PRE still below average) I did not expect such good results and outlook Now at 18x [----] EV/EBITDA &" [X Link](https://x.com/ArrakisGlobal/status/1910713085372801527) 2025-04-11T15:14Z [----] followers, [----] engagements "$RWE.DE $RWE Low hanging fruit and not much to fix to get this stock going https://www.ft.com/content/f0fd23f7-f806-454e-adac-651e8e84b109 https://www.ft.com/content/f0fd23f7-f806-454e-adac-651e8e84b109" [X Link](https://x.com/ArrakisGlobal/status/1914231932474347956) 2025-04-21T08:17Z [----] followers, [----] engagements "$RWE.DE https://archive.ph/lj3dV https://archive.ph/lj3dV" [X Link](https://x.com/ArrakisGlobal/status/1922377473641107769) 2025-05-13T19:44Z [----] followers, [---] engagements "In the same theme also like $IFX.DE" [X Link](https://x.com/ArrakisGlobal/status/1923644539270504560) 2025-05-17T07:39Z [----] followers, [---] engagements "$CAN.L $TLN Company is targeting up to 50m subs https://youtu.be/8IHRJkOvG-wsi=dzaeunaCgnI7gfrX https://youtu.be/8IHRJkOvG-wsi=dzaeunaCgnI7gfrX" [X Link](https://x.com/ArrakisGlobal/status/1925437966995865823) 2025-05-22T06:25Z [----] followers, [---] engagements "$CAN.L Selwood AM has pressed company to make it strategy clearer for investors to digest expect their upcoming June meeting to provide clarity https://www.thetimes.com/business-money/companies/article/activist-investor-calls-on-canal-to-shout-louder-about-strategy-xnfglr66g https://www.thetimes.com/business-money/companies/article/activist-investor-calls-on-canal-to-shout-louder-about-strategy-xnfglr66g" [X Link](https://x.com/ArrakisGlobal/status/1925437970309386288) 2025-05-22T06:25Z [----] followers, [---] engagements "$CVC.AS $CVC GS sees 40% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations" [X Link](https://x.com/ArrakisGlobal/status/1925838223093223545) 2025-05-23T08:56Z [----] followers, [----] engagements "$TKA.DE $TKMS Spinoff in progress https://www.reuters.com/en/german-government-not-holding-talks-tkms-stake-reports-handelsblatt-2025-07-02/ https://www.reuters.com/en/german-government-not-holding-talks-tkms-stake-reports-handelsblatt-2025-07-02/" [X Link](https://x.com/ArrakisGlobal/status/1940426393936187460) 2025-07-02T15:04Z [----] followers, [----] engagements "$TKA.DE Thyssenkrupp steel workers agree on site closures less working hours in revamp https://www.cnbc.com/2025/07/12/thyssenkrupp-steel-workers-agree-on-site-closures-less-working-hours-in-revamp.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard https://www.cnbc.com/2025/07/12/thyssenkrupp-steel-workers-agree-on-site-closures-less-working-hours-in-revamp.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard" [X Link](https://x.com/ArrakisGlobal/status/1943988844518384024) 2025-07-12T11:00Z [----] followers, [----] 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 $RKT in an all stock deal. Interesting to see if he holds Rocket is one of my favourite names to play the refi boom with lower rates in the US" [X Link](https://x.com/ArrakisGlobal/status/1952444669847077260) 2025-08-04T19:00Z [----] followers, [----] engagements "$BBDC $MFIC 👇🏾 Totally agree that hung perma below NAV vehicles from larger shops have no raison detre in current configuration Why bother with a hung public vehicle that can't raise money whereas you can consistently with a private version. Could potentially see the same at other hung vehicles like $BBDC $MFIC etc. Why bother with a hung public vehicle that can't raise money whereas you can consistently with a private version. Could potentially see the same at other hung vehicles like $BBDC $MFIC etc" [X Link](https://x.com/ArrakisGlobal/status/1952808466650960137) 2025-08-05T19:06Z [----] followers, [----] engagements "$BBDC $MFIC Interesting to listen to this. Staggering to contemplate the difference between mid/small cap economy vs. Large cap economy https://podcasts.apple.com/gb/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909i=1000720693647 https://podcasts.apple.com/gb/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909i=1000720693647" [X Link](https://x.com/ArrakisGlobal/status/1953527272830365928) 2025-08-07T18:42Z [----] followers, [---] engagements "$CEPO $CEPT $CAEP interesting to see all at NAV - scarcity of legitimate targets (genuine cos are skeptical of going through 6month long de-spac process and uncertainty around final $ raised) - sponsor teams seem to prefer doing treasury deals - SPAC [---] a show me story" [X Link](https://x.com/ArrakisGlobal/status/1955011033308815760) 2025-08-11T20:58Z [----] followers, [----] 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. $CVC.AS $CVC GS sees 40% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations. https://t.co/MDvKnlCWH7 $CVC.AS $CVC GS sees 40% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations." [X Link](https://x.com/ArrakisGlobal/status/1967623791707934890) 2025-09-15T16:17Z [----] followers, [----] engagements "$BXSL $ARCC $BBDC $MFIC Falling SOFR rising non-accruals many BDCs not covering dividends rising PIK. Think the space will be interesting to re-visit but dividend cuts and lower returns with falling rates mean capital flight means that any buyer is swimming against the tide" [X Link](https://x.com/ArrakisGlobal/status/1968225475484061769) 2025-09-17T08:08Z [----] followers, [----] engagements "$BXSL $ARCC $BBDC $MFIC The only clear buy at or below NAV would be $ARCC that has enough of an equity kicker prefs and has navigated multiple rate regimes successfully; https://www.barrons.com/articles/bdc-rate-drop-stocks-50c7845f https://www.barrons.com/articles/bdc-rate-drop-stocks-50c7845f" [X Link](https://x.com/ArrakisGlobal/status/1968226388705792151) 2025-09-17T08:11Z [----] followers, [---] engagements "$AEXA Surprised this isn't trading much higher. Filled on over 100k of the common around [-----] range" [X Link](https://x.com/ArrakisGlobal/status/1972727692379533703) 2025-09-29T18:18Z [----] followers, [---] engagements "$AEXA $BX Interesting to look at the scope of Blackstones AI / Data center portfolio. I am long one SPAC only which is @chamath new vehicle he is one of the only sponsors that can and will bring a proper institutional grade Co properly funded to the pubs. I spent time with Blackstones Global Head of Real Estate Nadeem Meghji today. I came away really excited about the scale of data center energy and infrastructure development that the world will need and how we can work together to do it. I was also really impressed with https://t.co/fpOBot5kXz I spent time with Blackstones Global Head of" [X Link](https://x.com/ArrakisGlobal/status/1972954908870762593) 2025-09-30T09:21Z [----] followers, [----] engagements "Happy $RWE.DE $RWE [--] Going to 50+ $RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis. https://t.co/DN2EAQmsjB $RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis. https://t.co/DN2EAQmsjB" [X Link](https://x.com/ArrakisGlobal/status/1976192359248335034) 2025-10-09T07:45Z [----] followers, [----] engagements "@TWheels88 @Bonhoeffer_KDS @pvtcreditguy @LeylaKuni All BDCs getting nicely bid. Love to see the doomers get slammed. $OCSL $BXSL $ARCC $MFIC $BBDC" [X Link](https://x.com/ArrakisGlobal/status/1980723444791509352) 2025-10-21T19:50Z [----] followers, [---] engagements "@PauloMacro Ive done pretty well buying the 🪳 cockroaches in the last two weeks $ARCC $BXSL $MFIC" [X Link](https://x.com/ArrakisGlobal/status/1981082263778480559) 2025-10-22T19:36Z [----] followers, [---] engagements "$RWE.DE + 54% ytd. Nice to do that in a German utility $RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A https://t.co/L2n1Xtluwq $RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A https://t.co/L2n1Xtluwq" [X Link](https://x.com/ArrakisGlobal/status/1988546903580045358) 2025-11-12T09:58Z [----] followers, [----] engagements "$RGLD - simple catchup trade to Wheaton and Franco like the re-rate into $260+ Should probably size this up as a lower beta name" [X Link](https://x.com/ArrakisGlobal/status/1990018086922318226) 2025-11-16T11:24Z [----] followers, [----] engagements "$GLEN $BHP $RIO $VALE Miners comp sheet" [X Link](https://x.com/ArrakisGlobal/status/1991840257692827735) 2025-11-21T12:04Z [----] followers, [----] engagements "$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](https://x.com/ArrakisGlobal/status/1992535310702710884) 2025-11-23T10:06Z [----] followers, [----] engagements "PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 1/ Supply constraints are deepening for what seems to be a third year 2/ Supply is forecast to be lowest in [--] years for platinum and palladium" [X Link](https://x.com/ArrakisGlobal/status/2003172771887829495) 2025-12-22T18:36Z [----] followers, [----] engagements "PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 3/ depletion of above ground stocks continues 4/ China jewellery demand is strengthening as gap between gold and platinum widens 5/ imports continue to increase" [X Link](https://x.com/ArrakisGlobal/status/2003172774450442314) 2025-12-22T18:36Z [----] followers, [----] engagements "PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 6/ EU ICE regulatory reprieve further extends demand for PGMs 7/ ETFs and flow driven buying is picking up global allocations woken up by need to hedge against dollar weakness" [X Link](https://x.com/ArrakisGlobal/status/2003172777650716756) 2025-12-22T18:36Z [----] followers, [----] engagements "btw am long $VALT and $PALL so am making fun of myself" [X Link](https://x.com/ArrakisGlobal/status/2006286811220643874) 2025-12-31T08:50Z [----] followers, [---] engagements "Significantly reduced exposure last week. A lot of PnL posting punched out of $VALT $ANGPY $ERO trimmed $FNV $RGLD $AA make sure to actually buy a few real things during this cycle ( 🏠 🖼 etc) have something to show for it instead of a few screenshots ✌🏼" [X Link](https://x.com/ArrakisGlobal/status/2013157874675892321) 2026-01-19T07:53Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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.
Engagements: [---] #
- [--] Week [-----] -56%
- [--] Month [------] -77%
- [--] Months [---------] +134%
- [--] Year [---------] +278%
Mentions: [--] #
- [--] Week [--] -34%
- [--] Month [---] -28%
- [--] Months [---] +36%
- [--] Year [---] +24%
Followers: [-----] #
- [--] Week [-----] +0.32%
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- [--] Months [-----] +75%
- [--] Year [-----] +261%
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Social Influence
Social category influence stocks 41.23% finance 27.19% cryptocurrencies 10.53% countries 5.26% currencies 4.39% exchanges 2.63% technology brands 0.88% financial services 0.88%
Social topic influence $rwede 15.79%, $tln #6, $ceg #30, $glen 7.02%, $arcc 7.02%, $mfic 7.02%, $bbdc 6.14%, $valt 6.14%, copper 6.14%, $vst #35
Top accounts mentioned or mentioned by @yellowlablife @satsfilip @paulomacro @enriqueabeyta @acapitallp @cultivatedbeta @stevenshadduck @ancientsion @moneyofminepod @citrinicom @agnostoxxx @calvinfroedge @marketplunger1 @traderpamplona @excessdefaults @brentmuio @wtcm3 @apeconomics69 @chamath @twheels88
Top assets mentioned TALEN ENERGY CORP (DE) (TLN) Constellation Energy Corp (CEG) Ares Capital, Corp. (ARCC) Barings BDC, Inc. (BBDC) Vistra, Corp. (VST) Franco-Nevada Corporation (FNV) Blackstone Secured Lending Fund (BXSL) Realio Network (RIO) Royal Gold Inc (RGLD) Alcoa, Corp. (AA) BHP Group Limited (BHP) The Magnum Ice Cream Company N.V. (MICC) NRG Energy Inc (NRG) Suncor Energy, Inc. (SU) Canadian Natural Resources Limited (CNQ) Civic (CVC) Williams Companies Inc (WMB) TC Energy Corporation (TRP) Sasol Limited (SSL) Rocket Companies, Inc. (RKT) Nokia Corporation (NOK) Hudbay Minerals Inc. (HBM) Ero Copper Corp. (ERO) American Exceptionalism Acquisition Corp. A (AEXA) Oxygen (OXY) Oatly Group AB (OTLY) TAC Protocol (TAC) Viper Energy Partners LP (VNOM) Valero Energy Corporation (VLO) Exxon Mobil (XOM) PPL Corp (PPL) Enterprise Products Partners, LP. (EPD) Coterra Energy Inc (CTRA) Rubic (RBC)
Top Social Posts
Top posts by engagements in the last [--] hours
"$BHP $RIO $OXY vs sogo shosha The Japanese trading cos have crushed the miners / energy cos conclusively for last few years. Interesting how seldom mintwit talks about these"
X Link 2026-02-03T09:51Z [----] followers, [----] engagements
"$OTLY Great product broad and effective distribution interesting new flavours Simply cant turn a profit if they did manage to get growth / profitability balance right could multi bag"
X Link 2025-12-23T20:34Z [----] followers, [----] 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 $TLN"
X Link 2025-08-05T20:42Z [----] followers, [----] engagements
"$MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here"
X Link 2026-01-02T17:30Z [----] followers, [----] engagements
"$MICC $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp"
X Link 2026-01-02T22:11Z [----] followers, [----] engagements
"$MICC nice move today 🍨 $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp"
X Link 2026-01-26T15:58Z [----] followers, [----] engagements
"$FNV $RGLD $GDX"
X Link 2026-02-01T10:11Z [----] followers, [----] engagements
"IPPs from ATHs $TLN -24% $CEG -30% $NRG -14% $VST -27% $NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year https://t.co/f1kjrmuZLw $NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year https://t.co/f1kjrmuZLw"
X Link 2026-02-03T13:04Z [----] followers, [----] engagements
"@satsfilip No. I have covered $ceg short. But still think $TLN has a lot of downside"
X Link 2026-02-04T19:34Z [----] followers, [---] engagements
"$GLEN $RIO deal cancelled Great to be able to buyback full Glencore position but waiting for lower entry. And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY"
X Link 2026-02-05T16:10Z [----] followers, [----] engagements
"Robotics as a theme; interesting discussion around a thematic that I have no doubt will start to pickup traction. Especially interested in names that are in the midst of an automotive recession that would be key beneficiaries such as $SHA0.DE $SCAFF https://www.youtube.com/watchv=nSPH3oqD2ug https://www.youtube.com/watchv=nSPH3oqD2ug"
X Link 2025-05-17T07:37Z [----] followers, [----] engagements
"$AVIO.IT $AVIO PT raised to [--] 🎯"
X Link 2025-06-16T12:30Z [----] followers, [----] engagements
"$GLEN $GLEN.L $GLNCY Glencore wants 350p+"
X Link 2025-07-02T09:03Z [----] followers, 12K engagements
"GS note on majors and commodity views $GLEN $ANTO $AAL.L $RIO $BHP"
X Link 2025-07-24T12:27Z [----] followers, [----] engagements
"$CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://www.businesswire.com/news/home/20250810857961/en/Selwood-Asset-Management-Statement-on-Progress-at-Canal-and-Hachette https://www.businesswire.com/news/home/20250810857961/en/Selwood-Asset-Management-Statement-on-Progress-at-Canal-and-Hachette"
X Link 2025-08-11T08:13Z [----] followers, [----] engagements
"$UAMY $CAMB.BE in any huge purchase of Antimony from the US EU and NATO Campine will be a front runner. Revenue recently 2x and Ebitda 3x"
X Link 2025-10-13T14:31Z [----] followers, [----] engagements
"$ARCC on Q3 call discussing dividend coverage We just feel very confident"
X Link 2025-10-31T21:29Z [----] followers, [---] engagements
"My [----] trade. oil & refiners $SU $VNOM $CNQ $XOM $VLO @PauloMacro master class on @moneyofminepod [--] Trades for [----] - open submissions start now for inclusion in our end of year outlook and end 12/10/2025 If you think youve got a good theme pair macro trade or unexpected development for [----] send an email with your pitch to 26trades@citrini.com [--] Trades for [----] - open submissions start now for inclusion in our end of year outlook and end 12/10/2025 If you think youve got a good theme pair macro trade or unexpected development for [----] send an email with your pitch to 26trades@citrini.com"
X Link 2025-11-14T20:15Z [----] followers, 13.7K engagements
"$MFIC $BBDC $ARCC $BXSL Let them all eat mark to market @agnostoxxx"
X Link 2025-11-18T08:06Z [----] followers, [----] engagements
"$WMB Pipelines have a competitive advantage in being able to bring power to the grid quickly"
X Link 2025-11-20T16:27Z [----] followers, [----] engagements
"$WMB $TRP $PPL $EPD"
X Link 2025-11-20T20:10Z [----] followers, [----] engagements
"$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) https://youtu.be/9wlf3ICjDtksi=9rC1oY-0TKgZmixF https://youtu.be/9wlf3ICjDtksi=9rC1oY-0TKgZmixF"
X Link 2025-11-23T10:11Z [----] followers, [----] engagements
"Stopped out of energy / nat gas longs. live to fight another day $SU $CNQ $CTRA"
X Link 2025-12-16T17:02Z [----] followers, [----] engagements
"$FNV 50% of probability for restart occurring After restart its 6-9 months to reach 80% capacity Think this runs to $250 🎯+ Upon CP announcement +$300"
X Link 2025-12-17T08:11Z [----] followers, [----] engagements
"Zijin Mining . 28% earnings CAGR by [----] $ZIJMF"
X Link 2025-12-23T15:42Z [----] followers, [----] engagements
"$RBC summary commod views"
X Link 2025-12-26T09:38Z [----] followers, [----] engagements
"$GLEN Glencore is a copper stock with an iron ore multiple easy money riding this to 480p"
X Link 2025-12-28T10:08Z [----] followers, 44.7K engagements
"$ARCC $BBDC $MFIC $BXSL $TSLX Non-accrual rates at cost over time for BDCs"
X Link 2025-12-29T13:07Z [----] followers, [----] engagements
"Reminds me of Asterix & Obelix comic when the pirates decide to sink their own ships rather than allow the Gauls to sink it for them 😂 https://youtu.be/C5B4kKwriWAsi=9b9575ivvLAVgjBN https://youtu.be/C5B4kKwriWAsi=9b9575ivvLAVgjBN"
X Link 2025-12-31T08:29Z [----] followers, [----] engagements
"$SLSR added to this. The best cu development asset for generalists - CEO sounds like a mini Gary Nagle - Its the only Tier1 copper deposit not affiliated with any majors $BHP $RIO $GLEN - Fully financed non dilutive equity raise done with $RGLD - 0.4x P/Nav this trades $20+"
X Link 2026-01-02T17:23Z [----] followers, [----] engagements
"Long $su $cnq if they flush tomorrow Venezuela oil production in [----] will be less than in [----] Venezuela oil production in [----] will be less than in 2025"
X Link 2026-01-04T18:28Z [----] followers, [----] engagements
"$MOS everyone will eventually join the dance 🕺🏻 Wondering when to pull the trigger on ags 🌾"
X Link 2026-01-07T09:33Z [----] followers, 12.1K engagements
"$SHCO Deal seems to be falling apart. Shouldn't the shares be down more if this effectively cannot be financed Here's something you don't see everyday. MCR along with Ron Burkle and Yucaipa had previously signed a definitive agreement to acquire Soho House for $2.7 billion. At the time MCR signed an equity commitment letter to fund a $200 million equity check for the deal from its MCR https://t.co/0W1OVAxmA4 Here's something you don't see everyday. MCR along with Ron Burkle and Yucaipa had previously signed a definitive agreement to acquire Soho House for $2.7 billion. At the time MCR signed"
X Link 2026-01-08T16:39Z [----] followers, [----] engagements
"$SLSR Low strip large scale resource"
X Link 2026-01-09T20:07Z [----] followers, [----] engagements
"$CEG $TLN $VST IPP sector continues to be one of the most obvious shorts. https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction Continuing to lean on the short for $CEG $TLN $VST Mkt is whispering to people as these bleed daily. The power trade is going to get absolutely slammed into midterms. Fundamentals don't matter at this point narrative shorts are powerful. https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction Continuing to lean on the short for $CEG $TLN $VST Mkt is"
X Link 2026-01-19T08:09Z [----] followers, 11.8K engagements
"Seller of gold into this violent crash up. Buyer of anything rate sensitive. $RKT $FIGR maybe nibble back into some industrial metals $AA TACO incoming. Most of the US doesn't know where or what Greenland is. But they sure do know if rates go up. 🌮🌮🌮"
X Link 2026-01-20T11:51Z [----] followers, [----] engagements
"$VALT $ANGPY Everytime i sell Valterra I feel serious FOMO PGM Outlook / Supply & Demand dymanics below"
X Link 2026-01-21T09:31Z [----] followers, [---] engagements
"$ALB demand shock from robotics incoming"
X Link 2026-01-21T11:03Z [----] followers, [----] engagements
"$NEXA Prop to @calvinfroedge for highlighting this one. Love the sleeper exposure to silver when royalty rolls off this year. Also dont hate zinc and the smelting business turning around"
X Link 2026-01-23T13:25Z [----] followers, [----] engagements
"$TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done and it trades poorly. Its down around -17% from highs. $CEG even worse -28%"
X Link 2026-01-24T13:58Z [----] followers, [----] engagements
"At some point they will become a buy again. Power generation ex-any data center deals $TLN $CEG $VST $NRG $TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done and it trades poorly. Its down around -17% from highs. $CEG even worse -28% https://t.co/LK1XsMSUwl $TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done"
X Link 2026-01-27T10:54Z [----] followers, [----] engagements
"$CAN.L nice move today +13% $CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://t.co/BcVd4Cwm5N $CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://t.co/BcVd4Cwm5N"
X Link 2026-01-29T10:28Z [----] followers, [----] engagements
"Intelligent and strategic management of cash balances is going to be something really important. As a EUR 💶 denominated investor I especially like holding $AUD and $NOK"
X Link 2026-01-30T08:31Z [----] followers, [---] engagements
"$BMM bought So nice owning this on Nasdaq 😮💨"
X Link 2026-01-30T20:14Z [----] followers, [---] engagements
"$RGLD $FNV $ELE $GDX Really interesting number from GS co-head of FICC. Interested to see the same for copper / gold / platinum / silver / uranium etc 5% of gold free float available @PauloMacro"
X Link 2026-01-31T17:21Z [----] followers, [----] engagements
"$BMM European copper US tungsten Producing [----] Nasdaq listed 🙏🏼 thanks to @YellowLabLife for flagging"
X Link 2026-02-01T16:12Z [----] followers, [----] engagements
"$EWJ sogo shosha earnings by segment Personally like Mitsui a lot"
X Link 2026-02-01T16:20Z [----] followers, [----] engagements
"The maths 🧮 isnt adding up for the power / data center and utilities narrative $TLN $CEG $NRG $VST Remain short 🩳 https://youtu.be/i__iaPepixksi=vh8MFYTCxIx5V5e4 https://youtu.be/i__iaPepixksi=vh8MFYTCxIx5V5e4"
X Link 2026-02-02T10:54Z [----] followers, [----] engagements
"@YellowLabLife Or the Japanese TradeCos take out Whitehaven & HCC Comment from one of the TradeCos to me was they are worried Glencore now all but controls coal market and pricing and they need to diversify outside of Asia"
X Link 2026-02-10T06:07Z [----] followers, [---] engagements
"$HMY interesting to start thinking about when gold & copper miners start to see multiple expansion vs. their pure play equivalents As a generalist I increasingly like leaning into Gold stories with underpriced copper growth same reason i liked $B and $FNV and $MUX"
X Link 2025-12-16T09:01Z [----] followers, [----] engagements
"@marketplunger1 Nobody is talking about aluminium $AA $CENX $S32 / $SOUHY"
X Link 2025-12-17T08:19Z [----] followers, [---] engagements
"$AA New position Think aluminium can play catch up with copper"
X Link 2025-12-17T22:44Z [----] followers, [----] engagements
"Aluminium is a sleeper commodity not hated / loved. $AA is my pick I also like $CENK and $S32 $SOUHY but Alcoa is the most large liquid name in the space"
X Link 2025-12-17T22:45Z [----] followers, [----] engagements
"get long commodities $FNV $GLEN $HBM"
X Link 2025-12-23T21:11Z [----] followers, [----] engagements
"2026 predictions🔮 iii) AI trade is mostly finished as Mag7 cannibalise each other data center infra structure trade properly blows up (has already started) trade: short neoclouds / power names $NBIS $CRWV $TLN $FRMI $IREN"
X Link 2025-12-31T09:22Z [----] followers, [----] engagements
"2026 predictions🔮 iv) private credit hysteria continues but no large default cycle BDCs end up with another boring year of paying dividends and hovering around NAVs which stay stable trade: long $BIZD $ARCC"
X Link 2025-12-31T09:22Z [----] followers, [----] engagements
"$SLSR - clever to re-domicile outside of Canada following Zijin debacle to - Dan was good but new mgmt actually get that this baby needs to be sold - trades decently liquid on NYSE"
X Link 2026-01-02T17:25Z [----] followers, [----] engagements
"@YellowLabLife Its why i bought more 🤷🏻♂ I trust someone somewhere will get enough FOMO to take this out if not generalists chase it on NAV discount to fill their metals/mining development sleeve. https://www.bloomberg.com/news/articles/2026-01-02/china-s-zijin-mining-to-expand-global-assets-says-new-chairman https://www.bloomberg.com/news/articles/2026-01-02/china-s-zijin-mining-to-expand-global-assets-says-new-chairman"
X Link 2026-01-02T17:32Z [----] followers, [---] engagements
"@ACapitalLP still think they bleed a bit more into election / get killed on affordability basket. $CEG and $TLN shorts been rewarding. Don't forget Rubric are big holders in TLN and have to continue selling down their shares. But the upside case does get interesting soon"
X Link 2026-01-27T13:08Z [----] followers, [---] engagements
"@TraderPamplona 🫡 been scaling down copper longs $ERO $HBM $TGB $SLSR"
X Link 2026-01-29T12:42Z [----] followers, [---] engagements
"@ACapitalLP Yes. Been looking at it. $NOK. This can be a very interesting name"
X Link 2026-02-01T13:59Z [----] followers, [---] engagements
"I insist on looking at the numbers correctly yes. $PAH3.DE $PA911.DE Look at this thing on LFCF and tell me its cheap. How people arbitrarily decide to ignore capital structure baffles me. Porsche/Volkswagen/Audi/Bentley/Lamborghini at 3x earnings. Enough said. (Unless you insist on making simple things complicated.) Porsche/Volkswagen/Audi/Bentley/Lamborghini at 3x earnings. Enough said. (Unless you insist on making simple things complicated.)"
X Link 2024-05-03T09:41Z [----] followers, [---] engagements
"@ExcessDefaults Jain is undisputed as the best PM of the last few years. Called tech meltdown rode energy bought tech back into AI melt up. His level of intellectual flexibility stands out. $GQG.AX shareholders have also done well ;) Its the only public markets AM worth owning imo"
X Link 2024-07-13T08:45Z [----] followers, [--] engagements
"$RWE.DE portfolio of assets looks pretty good stock trades at such a huge discount to B/V. Hard not to buy this thing here"
X Link 2024-09-20T13:12Z [----] followers, [---] engagements
"@brentmuio $RWE.DE is the European equivalent trading at 0.65x B/V"
X Link 2024-09-20T15:34Z [----] followers, [---] engagements
"$RWE.DE Been adding. Don't think mgmt will pull the trigger on a suicidal acquisition. Buybacks and an increased dividend should get this easily back to the EUR 40+ levels. Also has an AI angle thanks to focus on renewable power generation"
X Link 2024-09-23T15:14Z [----] followers, [---] engagements
"$RWE.DE Good to see CEO saying no M&A planned and focusing on getting AI PPAs. Valuation vs. US Peers is crazy"
X Link 2024-10-01T14:53Z [----] followers, [---] engagements
"$RWE.DE How is this not up 10% today on $EQNR deal with Orsted. Basically paying almost double $RWE valuation for these assets https://www.reuters.com/markets/deals/equinor-buys-98-stake-orsted-2024-10-07/ https://www.reuters.com/markets/deals/equinor-buys-98-stake-orsted-2024-10-07/"
X Link 2024-10-07T13:19Z [----] followers, [---] engagements
"@WTCM3 Missing $RWE.DE from this list. They will have to walk guidance back up to prior estimates possibility of a dividend hike and some PPAs in the works for data-centers should also help. Trading at half EU peers"
X Link 2024-10-08T17:01Z [----] followers, [---] engagements
"$RWE.DE $CEG $TLN $AMZN $MSFT The de-commoditisation of power is a major theme in the US that will soon come to Europe with a big re rating possible when PPAs roll in for Renewable companies"
X Link 2024-10-13T13:38Z [----] followers, [---] engagements
"$RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A https://www.bloomberg.com/news/articles/2024-10-14/hedge-fund-selwood-urges-rwe-to-give-clarity-on-share-buybackutm_source=website&utm_medium=share&utm_campaign=copy https://www.bloomberg.com/news/articles/2024-10-14/hedge-fund-selwood-urges-rwe-to-give-clarity-on-share-buybackutm_source=website&utm_medium=share&utm_campaign=copy"
X Link 2024-10-14T15:16Z [----] followers, [----] engagements
"@cultivatedbeta Its the mother of all cherrypicking 1st of July - 30th of June. $WHC.AX mgmt stating TSR returns over that period of time when the stock happened to spike during the Anglo blowup is highly disingenuous"
X Link 2024-10-31T21:32Z [----] followers, [---] engagements
"@satsfilip Reluctantly $RWE.DE"
X Link 2024-11-08T19:47Z [----] followers, [---] engagements
"@StevenShadduck @AncientSion They are looking at Kestrel $WHC.AX see little chance of cap returns Paul is empire building"
X Link 2024-11-28T19:32Z [----] followers, [---] engagements
"@apeconomics69 @StevenShadduck @AncientSion Saw it was reported by aussie financial press and Paul & Co want to do deals your intel may well be better than mine though $WHC.AX"
X Link 2024-11-28T19:48Z [----] followers, [---] engagements
"$RWE.DE Re-initiated in size following some reading about the new German coalition had been a frustrated long in the name last year and looking better now at a rebound in European equities Elliot Management in the name and Germany getting its act together on energy police"
X Link 2025-02-27T10:18Z [----] followers, [---] engagements
"60% Cash (EUR & GBP) no more US yield 40% Long $BABA $CAN.L $CCIR $CHG.L $CVC.NL $DBOEY $DIDIY $ENB $EWZ $FUTU $GDS $GLEN $GLNCY $GOLD $HCC $HDLMY $ITOCY $JD $LGEN.L $LYG $MARUF $MITSY $MUFG $NEM $NWG $PDD $RENK.DE $RWE.DE $SAN $SMFG $TKA.DE $TRP $ZIM"
X Link 2025-03-11T16:05Z [----] followers, [----] engagements
"$RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis"
X Link 2025-03-25T10:02Z [----] followers, [----] engagements
"@cultivatedbeta $RWE.DE https://archive.ph/l73TP https://archive.ph/l73TP"
X Link 2025-03-25T12:50Z [----] followers, [---] engagements
"$TKA.DE Nice to see Thyssenkrupp's defense backlog continue to grow TKMS spinoff should be a blockbuster later this year. Reminder: 0.6x book and 0.17x sales 1.9bn EV vs. 5.6bn mkt cap.1.9xEV/EBITDA https://thedefensepost.com/2025/03/31/thyssenkrupp-ulstein-norway-frigate/ $TKA.DE $RENK.DE The wall of money that will be hitting German industrials is incredibly underdiscussed amongst US investors: https://t.co/UxeakjCpf1 https://thedefensepost.com/2025/03/31/thyssenkrupp-ulstein-norway-frigate/ $TKA.DE $RENK.DE The wall of money that will be hitting German industrials is incredibly"
X Link 2025-04-01T10:01Z [----] followers, [----] engagements
"Wondering why $TKA.DE is up 8%+ today. Kepler Cheuvreux just upgraded the name from EUR [----] to . EUR [-----]. Some of these European names are so left for dead sell-side coverage has only just woken up to the fact that clients may actually need proper research again. $TKA.DE Nice to see Thyssenkrupp's defense backlog continue to grow TKMS spinoff should be a blockbuster later this year. Reminder: 0.6x book and 0.17x sales 1.9bn EV vs. 5.6bn mkt cap.1.9xEV/EBITDA https://t.co/tLNj9D3yzE $TKA.DE Nice to see Thyssenkrupp's defense backlog continue to grow TKMS spinoff should be a blockbuster"
X Link 2025-04-01T10:09Z [----] followers, [----] engagements
"@enriqueabeyta Mate try some of my European names $RWE.DE $RENK $ENX and best of all Brazil $EWZ"
X Link 2025-04-03T14:57Z [----] followers, [---] engagements
"$CVC.AS $CVC been adding to this name. Think it goes back to 23+ $CVC $CVC.AS FPAUM up 50% YoY (36% organic) FRE up 40% (59% margin) Expects strong growth in FRE and very strong growth in PRE (while PRE still below average) I did not expect such good results and outlook Now at 18x [----] EV/EBITDA & 20x [----] P/FRE which seems fair but not https://t.co/AUpSUkCITb $CVC $CVC.AS FPAUM up 50% YoY (36% organic) FRE up 40% (59% margin) Expects strong growth in FRE and very strong growth in PRE (while PRE still below average) I did not expect such good results and outlook Now at 18x [----] EV/EBITDA &"
X Link 2025-04-11T15:14Z [----] followers, [----] engagements
"$RWE.DE $RWE Low hanging fruit and not much to fix to get this stock going https://www.ft.com/content/f0fd23f7-f806-454e-adac-651e8e84b109 https://www.ft.com/content/f0fd23f7-f806-454e-adac-651e8e84b109"
X Link 2025-04-21T08:17Z [----] followers, [----] engagements
"$RWE.DE https://archive.ph/lj3dV https://archive.ph/lj3dV"
X Link 2025-05-13T19:44Z [----] followers, [---] engagements
"In the same theme also like $IFX.DE"
X Link 2025-05-17T07:39Z [----] followers, [---] engagements
"$CAN.L $TLN Company is targeting up to 50m subs https://youtu.be/8IHRJkOvG-wsi=dzaeunaCgnI7gfrX https://youtu.be/8IHRJkOvG-wsi=dzaeunaCgnI7gfrX"
X Link 2025-05-22T06:25Z [----] followers, [---] engagements
"$CAN.L Selwood AM has pressed company to make it strategy clearer for investors to digest expect their upcoming June meeting to provide clarity https://www.thetimes.com/business-money/companies/article/activist-investor-calls-on-canal-to-shout-louder-about-strategy-xnfglr66g https://www.thetimes.com/business-money/companies/article/activist-investor-calls-on-canal-to-shout-louder-about-strategy-xnfglr66g"
X Link 2025-05-22T06:25Z [----] followers, [---] engagements
"$CVC.AS $CVC GS sees 40% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations"
X Link 2025-05-23T08:56Z [----] followers, [----] engagements
"$TKA.DE $TKMS Spinoff in progress https://www.reuters.com/en/german-government-not-holding-talks-tkms-stake-reports-handelsblatt-2025-07-02/ https://www.reuters.com/en/german-government-not-holding-talks-tkms-stake-reports-handelsblatt-2025-07-02/"
X Link 2025-07-02T15:04Z [----] followers, [----] engagements
"$TKA.DE Thyssenkrupp steel workers agree on site closures less working hours in revamp https://www.cnbc.com/2025/07/12/thyssenkrupp-steel-workers-agree-on-site-closures-less-working-hours-in-revamp.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard https://www.cnbc.com/2025/07/12/thyssenkrupp-steel-workers-agree-on-site-closures-less-working-hours-in-revamp.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard"
X Link 2025-07-12T11:00Z [----] followers, [----] 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 $RKT in an all stock deal. Interesting to see if he holds Rocket is one of my favourite names to play the refi boom with lower rates in the US"
X Link 2025-08-04T19:00Z [----] followers, [----] engagements
"$BBDC $MFIC 👇🏾 Totally agree that hung perma below NAV vehicles from larger shops have no raison detre in current configuration Why bother with a hung public vehicle that can't raise money whereas you can consistently with a private version. Could potentially see the same at other hung vehicles like $BBDC $MFIC etc. Why bother with a hung public vehicle that can't raise money whereas you can consistently with a private version. Could potentially see the same at other hung vehicles like $BBDC $MFIC etc"
X Link 2025-08-05T19:06Z [----] followers, [----] engagements
"$BBDC $MFIC Interesting to listen to this. Staggering to contemplate the difference between mid/small cap economy vs. Large cap economy https://podcasts.apple.com/gb/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909i=1000720693647 https://podcasts.apple.com/gb/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909i=1000720693647"
X Link 2025-08-07T18:42Z [----] followers, [---] engagements
"$CEPO $CEPT $CAEP interesting to see all at NAV - scarcity of legitimate targets (genuine cos are skeptical of going through 6month long de-spac process and uncertainty around final $ raised) - sponsor teams seem to prefer doing treasury deals - SPAC [---] a show me story"
X Link 2025-08-11T20:58Z [----] followers, [----] 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. $CVC.AS $CVC GS sees 40% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations. https://t.co/MDvKnlCWH7 $CVC.AS $CVC GS sees 40% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations."
X Link 2025-09-15T16:17Z [----] followers, [----] engagements
"$BXSL $ARCC $BBDC $MFIC Falling SOFR rising non-accruals many BDCs not covering dividends rising PIK. Think the space will be interesting to re-visit but dividend cuts and lower returns with falling rates mean capital flight means that any buyer is swimming against the tide"
X Link 2025-09-17T08:08Z [----] followers, [----] engagements
"$BXSL $ARCC $BBDC $MFIC The only clear buy at or below NAV would be $ARCC that has enough of an equity kicker prefs and has navigated multiple rate regimes successfully; https://www.barrons.com/articles/bdc-rate-drop-stocks-50c7845f https://www.barrons.com/articles/bdc-rate-drop-stocks-50c7845f"
X Link 2025-09-17T08:11Z [----] followers, [---] engagements
"$AEXA Surprised this isn't trading much higher. Filled on over 100k of the common around [-----] range"
X Link 2025-09-29T18:18Z [----] followers, [---] engagements
"$AEXA $BX Interesting to look at the scope of Blackstones AI / Data center portfolio. I am long one SPAC only which is @chamath new vehicle he is one of the only sponsors that can and will bring a proper institutional grade Co properly funded to the pubs. I spent time with Blackstones Global Head of Real Estate Nadeem Meghji today. I came away really excited about the scale of data center energy and infrastructure development that the world will need and how we can work together to do it. I was also really impressed with https://t.co/fpOBot5kXz I spent time with Blackstones Global Head of"
X Link 2025-09-30T09:21Z [----] followers, [----] engagements
"Happy $RWE.DE $RWE [--] Going to 50+ $RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis. https://t.co/DN2EAQmsjB $RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis. https://t.co/DN2EAQmsjB"
X Link 2025-10-09T07:45Z [----] followers, [----] engagements
"@TWheels88 @Bonhoeffer_KDS @pvtcreditguy @LeylaKuni All BDCs getting nicely bid. Love to see the doomers get slammed. $OCSL $BXSL $ARCC $MFIC $BBDC"
X Link 2025-10-21T19:50Z [----] followers, [---] engagements
"@PauloMacro Ive done pretty well buying the 🪳 cockroaches in the last two weeks $ARCC $BXSL $MFIC"
X Link 2025-10-22T19:36Z [----] followers, [---] engagements
"$RWE.DE + 54% ytd. Nice to do that in a German utility $RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A https://t.co/L2n1Xtluwq $RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A https://t.co/L2n1Xtluwq"
X Link 2025-11-12T09:58Z [----] followers, [----] engagements
"$RGLD - simple catchup trade to Wheaton and Franco like the re-rate into $260+ Should probably size this up as a lower beta name"
X Link 2025-11-16T11:24Z [----] followers, [----] engagements
"$GLEN $BHP $RIO $VALE Miners comp sheet"
X Link 2025-11-21T12:04Z [----] followers, [----] engagements
"$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 [----] followers, [----] engagements
"PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 1/ Supply constraints are deepening for what seems to be a third year 2/ Supply is forecast to be lowest in [--] years for platinum and palladium"
X Link 2025-12-22T18:36Z [----] followers, [----] engagements
"PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 3/ depletion of above ground stocks continues 4/ China jewellery demand is strengthening as gap between gold and platinum widens 5/ imports continue to increase"
X Link 2025-12-22T18:36Z [----] followers, [----] engagements
"PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 6/ EU ICE regulatory reprieve further extends demand for PGMs 7/ ETFs and flow driven buying is picking up global allocations woken up by need to hedge against dollar weakness"
X Link 2025-12-22T18:36Z [----] followers, [----] engagements
"btw am long $VALT and $PALL so am making fun of myself"
X Link 2025-12-31T08:50Z [----] followers, [---] engagements
"Significantly reduced exposure last week. A lot of PnL posting punched out of $VALT $ANGPY $ERO trimmed $FNV $RGLD $AA make sure to actually buy a few real things during this cycle ( 🏠 🖼 etc) have something to show for it instead of a few screenshots ✌🏼"
X Link 2026-01-19T07:53Z [----] followers, [----] engagements
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