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# ![@AyusoValue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::947785865937477632.png) @AyusoValue Ayuso

Ayuso posts on X about $cmbt, $tdw, $glng, $stng the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::947785865937477632/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::947785865937477632/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +51%
- X Months XXXXXXX +100%
- X Year XXXXXXXXX +44%

### Mentions: XX [#](/creator/twitter::947785865937477632/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::947785865937477632/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XXXX%
- X Months XXX +71%
- X Year XXX +133%

### Followers: XXXXXX [#](/creator/twitter::947785865937477632/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::947785865937477632/c:line/m:followers.svg)

- X Week XXXXXX +0.45%
- X Month XXXXXX +1.80%
- X Months XXXXXX +6.20%
- X Year XXXXXX +11%

### CreatorRank: XXXXXXX [#](/creator/twitter::947785865937477632/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::947785865937477632/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX%

**Social topic influence**
[$cmbt](/topic/$cmbt) #4, [$tdw](/topic/$tdw) #5, [$glng](/topic/$glng) 6.52%, [$stng](/topic/$stng) 6.52%, [india](/topic/india) 4.35%, [$ytra](/topic/$ytra) #3, [$ivnto](/topic/$ivnto) 4.35%, [nav](/topic/nav) 4.35%, [$oet](/topic/$oet) #5, [$eco](/topic/$eco) #25

**Top accounts mentioned or mentioned by**
[@allventured](/creator/undefined) [@phil_hk](/creator/undefined) [@rodrigo_ethe](/creator/undefined) [@oilgastourist](/creator/undefined) [@100xcompounding](/creator/undefined) [@yetanothervalue](/creator/undefined) [@andrewrangeley](/creator/undefined) [@rodrigoethe](/creator/undefined) [@philhk](/creator/undefined) [@spotmonthenergy](/creator/undefined) [@tradeoilstocks](/creator/undefined) [@shakaran87](/creator/undefined) [@toronto242m](/creator/undefined) [@agbarlor](/creator/undefined) [@decoplage](/creator/undefined)

**Top assets mentioned**
[EURONAV NV (CMBT)](/topic/$cmbt) [Tidewater, Inc. (TDW)](/topic/$tdw) [Golar LNG Ltd (GLNG)](/topic/$glng) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Ormeus Ecosystem (ECO)](/topic/$eco) [dHedge DAO (DHT)](/topic/$dht) [Frontline Ltd. (FRO)](/topic/$fro) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Transocean LTD. (RIG)](/topic/$rig) [Oxygen (OXY)](/topic/$oxy)
### Top Social Posts
Top posts by engagements in the last XX hours

"$DHT $TNK Q3 results and Q4 guidance. Open days should be filled at higher rates"  
[X Link](https://x.com/AyusoValue/status/1983811725901087142)  2025-10-30T08:22Z 15.3K followers, 2344 engagements


"Weve clearly hit that stage of the cycle when analysts start putting out takes like this. $FRO"  
[X Link](https://x.com/AyusoValue/status/1992884132763062628)  2025-11-24T09:12Z 15.3K followers, 11.4K engagements


"@100xCompounding I am also postive offshore services I have an article about $TDW waiting for publication on SeekingAlpha. But thar is not the same thing as oil bulls cognitive disonance not realizing that if the news about Irak were true oil would not be down 2%"  
[X Link](https://x.com/AyusoValue/status/1998270489996009938)  2025-12-09T05:56Z 15.3K followers, 1186 engagements


"Yatra NS briefly touched 52-week highs in India. Although the stock has deflated a bit its U.S. equivalent is around $X more than twice the current price. Even after applying a XX% discount the upside remains very significant. $YTRA"  
[X Link](https://x.com/AyusoValue/status/1962772180850131071)  2025-09-02T06:58Z 15.3K followers, 6475 engagements


"DNB's useless analysts have done it again. Totally shameless. $CMBT"  
[X Link](https://x.com/AyusoValue/status/1995427125596393943)  2025-12-01T09:37Z 15.3K followers, 6613 engagements


"To be fair this slide is a crime. Suggesting that VLCC and Suezmax rates could hold at current levels all year or even rise makes no sense. $CMBT"  
[X Link](https://x.com/AyusoValue/status/1993610791782687149)  2025-11-26T09:20Z 15.3K followers, 9765 engagements


"Arctic about $GLNG"  
[X Link](https://x.com/AyusoValue/status/1996500311247290696)  2025-12-04T08:42Z 15.3K followers, 11.9K engagements


"Funny how many people on X think they know more about the oil market than Trafigura"  
[X Link](https://x.com/AyusoValue/status/1998394872340910169)  2025-12-09T14:10Z 15.3K followers, 33.6K engagements


"A sudden change of mind from JPMorgan in just X days. $ZIM"  
[X Link](https://x.com/AyusoValue/status/1725414845112025414)  2023-11-17T07:25Z 15.3K followers, 36.1K engagements


"$UMG $ODET $BOL.PA"  
[X Link](https://x.com/AyusoValue/status/1855527876130455855)  2024-11-10T08:28Z 15.3K followers, 2677 engagements


"Forget casinos lately the real entertainment is investing in DRC mines. $IVN.TO"  
[X Link](https://x.com/AyusoValue/status/1960390477045223578)  2025-08-26T17:14Z 15.3K followers, 5127 engagements


"Qataris agree. $IVN.TO"  
[X Link](https://x.com/AyusoValue/status/1968241516037751277)  2025-09-17T09:12Z 15.3K followers, 3172 engagements


"+1.5% shares outstanding $STNG"  
[X Link](https://x.com/AyusoValue/status/1972553754554888511)  2025-09-29T06:47Z 15.3K followers, 4882 engagements


"AyusoQuality strikes again. Napkin thesis are the best 🤠 $NESN"  
[X Link](https://x.com/AyusoValue/status/1978728984398430249)  2025-10-16T07:45Z 15.3K followers, 4796 engagements


"Classic moves clearly not aimed at selling the company just at earning commissions. $STNG"  
[X Link](https://x.com/AyusoValue/status/1988228829165269180)  2025-11-11T12:54Z 15.3K followers, 9537 engagements


"That must be what some call "The OMI playbook". $STNG"  
[X Link](https://x.com/AyusoValue/status/1989457564174860441)  2025-11-14T22:17Z 15.3K followers, 3668 engagements


"The DNBs analyst should really be ashamed. A 1-year Forward NAV of $10.2$ (while assesing todays NAV at 15.2$) is virtually impossible unless asset values sink drastically which I highly doubt is their base case. It seems they forgot to add the assets when modelling the newbuilds. $cmbt (Pictures not uploading)"  
[X Link](https://x.com/AyusoValue/status/1990789914963677574)  2025-11-18T14:31Z 15.3K followers, 12.1K engagements


"January 2026 delivery but. 97M$ per vessel though mitigated with the issuance of shares above NAV. (No position) $OET $ECO"  
[X Link](https://x.com/AyusoValue/status/1990895579774235132)  2025-11-18T21:31Z 15.3K followers, 12.6K engagements


"ABG initiates coverage on $CMBT with a BUY rating and a $XXXX price target. Theyre using the same multiple I am (0.8x NAV) but based their valuation on a one-year-forward NAV of $XXXX per share"  
[X Link](https://x.com/AyusoValue/status/1991052958583435721)  2025-11-19T07:56Z 15.3K followers, 2795 engagements


"Offering upsized to $115M a clear sign of strong market confidence in the company and the crude tanker segment. $OET $ECO"  
[X Link](https://x.com/AyusoValue/status/1991115018583286101)  2025-11-19T12:03Z 15.3K followers, 6910 engagements


"Golar builds long-life infrastructure assets at a 5x CAPEX/EBITDA secures 20-year contracts and can lever them 5.5x EBITDA. Given that combo of visibility and returns I genuinely dont get why the stock trades where it does. $GLNG"  
[X Link](https://x.com/AyusoValue/status/1993315710471487966)  2025-11-25T13:47Z 15.3K followers, 28.3K engagements


"Tidewater will likely pursue M&A soon or hit the buyback button hard or both. Either way the stock should reprice. $TDW"  
[X Link](https://x.com/AyusoValue/status/1994129825683161597)  2025-11-27T19:42Z 15.3K followers, 12K engagements


"Some interesting charts in the last $GLNG Credit Update by Clarksons"  
[X Link](https://x.com/AyusoValue/status/1995438786537541690)  2025-12-01T10:24Z 15.3K followers, 10.8K engagements


"Quite good results 😯 $YTRA"  
[X Link](https://x.com/AyusoValue/status/1988235948270727272)  2025-11-11T13:22Z 15.3K followers, 3116 engagements


"@phil_hk I agree were likely closer to the bottom and I get the point on equities but come on Buffett started buying $OXY at much higher levels that doesnt really mean anything"  
[X Link](https://x.com/AyusoValue/status/1998401913247711573)  2025-12-09T14:38Z 15.3K followers, XXX engagements