# ![@BR_Kelleran Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1639849415958757380.png) @BR_Kelleran Kontrarian Korner

Kontrarian Korner posts on X about $soc, $val, $rig, $borr the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1639849415958757380/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1639849415958757380/c:line/m:interactions.svg)

- [--] Week [-----] -40%
- [--] Month [-----] -46%
- [--] Months [-------] -95%
- [--] Year [---------] +648%

### Mentions: [--] [#](/creator/twitter::1639849415958757380/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1639849415958757380/c:line/m:posts_active.svg)

- [--] Months [--] +81%
- [--] Year [---] -18%

### Followers: [------] [#](/creator/twitter::1639849415958757380/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1639849415958757380/c:line/m:followers.svg)

- [--] Week [-----] +0.14%
- [--] Month [-----] +0.82%
- [--] Months [-----] +13%
- [--] Year [-----] +62%

### CreatorRank: [---------] [#](/creator/twitter::1639849415958757380/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1639849415958757380/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$soc](/topic/$soc), [$val](/topic/$val), [$rig](/topic/$rig) #84, [$borr](/topic/$borr), [$tdw](/topic/$tdw), [$btu](/topic/$btu), [$hcc](/topic/$hcc), [$pbra](/topic/$pbra), [$pbr](/topic/$pbr), [oil](/topic/oil)

**Top accounts mentioned or mentioned by**
[@taobanker](/creator/undefined) [@tommydeepwater](/creator/undefined) [@mfwarder](/creator/undefined) [@traderferg](/creator/undefined) [@blondesnmoney](/creator/undefined) [@ultradeep3](/creator/undefined) [@davidbcollum](/creator/undefined) [@cornelialake](/creator/undefined) [@mugsluck](/creator/undefined) [@contrarian8888](/creator/undefined) [@mike10947310](/creator/undefined) [@paulomacro](/creator/undefined) [@brkelleran](/creator/undefined) [@icbarrett](/creator/undefined) [@peschelm](/creator/undefined) [@captainroyen](/creator/undefined) [@agnostoxxx](/creator/undefined) [@tfl1728](/creator/undefined) [@hfiresearch](/creator/undefined) [@citrini7](/creator/undefined)

**Top assets mentioned**
[Sable Offshore Corp. (SOC)](/topic/$soc) [Validity (VAL)](/topic/$val) [Transocean LTD. (RIG)](/topic/$rig) [Borr Drilling Limited (BORR)](/topic/$borr) [Tidewater, Inc. (TDW)](/topic/$tdw) [Peabody Energy Corporation (BTU)](/topic/$btu) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [PolkaBridge (PBR)](/topic/$pbr) [Ecopetrol S.A (EC)](/topic/$ec) [Noble Corporation (NE)](/topic/$ne) [Veno Finance (VNO)](/topic/$vno) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Exxon Mobil (XOM)](/topic/$xom) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Patria Investments Ltd. (PAX)](/topic/$pax) [Altria Group Inc (MO)](/topic/$mo) [Archway (ARCH)](/topic/$arch) [CONSOL Energy Inc. (CEIX)](/topic/$ceix) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$goog)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$PBR $PBR.A payday"  
[X Link](https://x.com/BR_Kelleran/status/1662097314327166981)  2023-05-26T14:04Z [----] followers, [---] engagements


"@GunjanJS Buy $VICI"  
[X Link](https://x.com/BR_Kelleran/status/1663314820656140288)  2023-05-29T22:42Z [---] followers, [--] engagements


"the physical market. Like would you rather own $NVDA (because stonks go up) or energy stocks I could just be talking out of my ass but I think commodities like oil (and the equities) will outperform the top heavy and tech heavy indices over the next couple years"  
[X Link](https://x.com/BR_Kelleran/status/1665602203887845377)  2023-06-05T06:11Z [---] followers, [--] engagements


"@KeithMcCullough Don't know if logic works on whoever is buying $NVDA at these levels"  
[X Link](https://x.com/BR_Kelleran/status/1671322206138404865)  2023-06-21T01:01Z [---] followers, [----] engagements


"@MarhelmData $RIG is my favorite but had to take a flier on $VAL warrants"  
[X Link](https://x.com/BR_Kelleran/status/1673847001216356352)  2023-06-28T00:27Z [---] followers, [---] engagements


"@orrdavid Might not be a massive change but a reminder that despite the negative news flow they still do have assets. I prefer $VNO but I can see why some contrarians like $SLG too"  
[X Link](https://x.com/BR_Kelleran/status/1673871139964321792)  2023-06-28T01:56Z [---] followers, [---] engagements


"@FoamOnTheRunway Already got my $RIG Jan2024 and [----] calls but still want some more shares. People will figure it out eventually. Same with $TDW"  
[X Link](https://x.com/BR_Kelleran/status/1674578014888411136)  2023-06-30T00:38Z [---] followers, [--] engagements


"@taobanker Don't know enough about $HIW portfolio but with $VNO I think they will fare better than the vast majority of office plays out there. Assuming that we aren't all working from home in our pods forever I wouldn't be surprised to see $VNO at $30 or $40 in the next couple years"  
[X Link](https://x.com/BR_Kelleran/status/1677428136231981057)  2023-07-07T23:22Z [---] followers, [--] engagements


"@taobanker Hard to own $VZ or $T when you could just own $AMT $CCI or $SBAC. You can chase the divvy but I would bet total returns from cell tower REITs will be better moving forward"  
[X Link](https://x.com/BR_Kelleran/status/1680083907084177410)  2023-07-15T05:16Z [---] followers, [---] engagements


"Not sure if anyone else gets this feeling with their investments but over the last couple months my portfolio has run like crazy and its making me uncomfortable. I get it dont look a gift horse in the mouth"  
[X Link](https://x.com/BR_Kelleran/status/1681473097629831168)  2023-07-19T01:16Z [----] followers, [---] engagements


"At the same time Im not the type to get overly excited when my stocks start working. $PBR.A up again and paying out more divvies Great thats what is supposed to happen. $EC starting to rally as the clowns realize what the Colombian Peso has done and just how cheap it is"  
[X Link](https://x.com/BR_Kelleran/status/1681473556574789632)  2023-07-19T01:18Z [----] followers, [---] engagements


"$VNO despite the widely proclaimed death of office real estate is up more than 25% and I think we probably double from here over the next [--] years. Throw in what a buyback and what will probably be a sizable divvy when all is said and done and it looks like a solid trade"  
[X Link](https://x.com/BR_Kelleran/status/1681475997651316736)  2023-07-19T01:28Z [---] followers, [--] engagements


"$BTI is probably what I am most tempted to add to right now. Dirt cheap way to add income and most people dont realize where the nicotine/tobacco industry is headed. Will probably start adding soon but not in a hurry to do so"  
[X Link](https://x.com/BR_Kelleran/status/1681476505157926912)  2023-07-19T01:30Z [---] followers, [---] engagements


"Speaking of income $EPD has turned into ole reliable with its distribution hikes. Hard to own any shale E&Ps but Im 100% comfortable owning a piece of the best run pipeline network in the US available to public market investors"  
[X Link](https://x.com/BR_Kelleran/status/1681477298904797184)  2023-07-19T01:33Z [---] followers, [--] engagements


"@KobeissiLetter Might be true but $VNO is the diamond in the rough. No large maturities until [----] and arguably the best office assets available to public market investors"  
[X Link](https://x.com/BR_Kelleran/status/1684696327102607367)  2023-07-27T22:44Z [---] followers, [--] engagements


"I wrote a post on Enterprise Products Partners $EPD this morning. It's a best in class MLP that is still undervalued:"  
[X Link](https://x.com/BR_Kelleran/status/1686737381058068480)  2023-08-02T13:55Z [---] followers, [--] engagements


"@atlaliangel @blondesnmoney Gonna shamelessly plug my substack post on $VNO last week. Common probably outperforms over the next couple years if I had to guess but if you are looking for current income the preferreds are interesting"  
[X Link](https://x.com/BR_Kelleran/status/1687144234879705088)  2023-08-03T17:06Z [---] followers, [--] engagements


"@Citrini7 Long $VNO"  
[X Link](https://x.com/BR_Kelleran/status/1694932952558547120)  2023-08-25T04:41Z [---] followers, [---] engagements


"@david_katunaric @WSJ The more I watch $VNO the more I think their management is playing chess while the rest of office REIT land is playing checkers"  
[X Link](https://x.com/BR_Kelleran/status/1698187573167087748)  2023-09-03T04:14Z [---] followers, [---] engagements


"How it has felt owning energy for the last three months. $BTU $PBR.A $EC $RIG $TDW $HCC"  
[X Link](https://x.com/anyuser/status/1702355299053826074)  2023-09-14T16:15Z [----] followers, [----] engagements


"@kingdomcapadv $NLCP might be interesting if cannabis sector improves. Will require regulatory changes at some point but its trading pretty cheap if you ask me. Also has a very clean balance sheet and has bought back a bit of stock over the last couple quarters"  
[X Link](https://x.com/BR_Kelleran/status/1702393664436314517)  2023-09-14T18:47Z [---] followers, [---] engagements


"Wrote a post this morning ranting about my investment strategy. Some investors play to win (investing to get rich) while others play not to lose (investing to stay rich). You can read it here:"  
[X Link](https://x.com/BR_Kelleran/status/1704262290709872938)  2023-09-19T22:32Z [---] followers, [--] engagements


"@G_A_Wilson Love all your updates on $EC and $PBR $PBR.A dividends. Saves me a ton of time trying to figure it out myself. Two juicy paydays coming up in the next couple weeks"  
[X Link](https://x.com/BR_Kelleran/status/1706499153352908879)  2023-09-26T02:41Z [---] followers, [---] engagements


"@InvestRoiss Welcome to Q4. I dont see any rhyme or reason with dollar and stocks but oil up doesnt surprise me"  
[X Link](https://x.com/BR_Kelleran/status/1708705271462420540)  2023-10-02T04:47Z [---] followers, [---] engagements


"@seethetrees1 Always good to see Cramer bearish on anything I own"  
[X Link](https://x.com/BR_Kelleran/status/1709798346280591634)  2023-10-05T05:11Z [---] followers, [--] engagements


"@ArchiteuthisDx @TheDriller11 @ICBarrett @TommyDeepwater I just finished up a post on $BORR tonight. Set to publish tomorrow morning. Risk/reward looks asymmetric to me but still a smaller position than $RIG and $TDW for now"  
[X Link](https://x.com/BR_Kelleran/status/1709799228640543024)  2023-10-05T05:14Z [---] followers, [---] engagements


"@ilovestonk62675 @AAlsome1 @ArchiteuthisDx @remindme Like I wrote in the post management's priorities are refinancing the [----] bonds and capital returns. Fast forward a couple years and I expect $BORR will be trading in the double digits"  
[X Link](https://x.com/BR_Kelleran/status/1710137567470067860)  2023-10-06T03:39Z [---] followers, [--] engagements


"I dont follow the jobs report stuff because government stats are fake anyway but what are the odds that this blowout jobs report according CNBC gets revised in a couple months"  
[X Link](https://x.com/BR_Kelleran/status/1710389616052998240)  2023-10-06T20:20Z [---] followers, [---] engagements


"WSJ article about the Saudis boosting oil production in [----] is just an attempt to drive down the oil price if I had to guess. Why would they boost production when they already have the US in between a rock and a hard place with shale about to roll over"  
[X Link](https://x.com/BR_Kelleran/status/1710648046248399002)  2023-10-07T13:27Z [---] followers, [---] engagements


"Just bought some $VAL warrants. Will have a Substack on it out tomorrow"  
[X Link](https://x.com/BR_Kelleran/status/1712116159649317121)  2023-10-11T14:41Z [---] followers, [--] engagements


"I wrote up my thoughts on the Valaris $VAL warrants this morning. For offshore bulls (or $RIG & $TDW degens) it might be worth a closer look. I laid out a couple ways that the trade could play out. Read it for free here:"  
[X Link](https://x.com/BR_Kelleran/status/1712443419925311589)  2023-10-12T12:21Z [---] followers, [----] engagements


"@MugsLuck @TommyDeepwater @Ultradeep3 @willrayvalentin @Magnus12316 @intothegossan @BeachedCapital Like others have said I doubt $VAL gets taken out due to their size. As far as I can tell the only way the warrants are zero are if Valaris doesn't get to the strike price by April [----] (highly unlikely if the offshore bull market we all see coming happens) or"  
[X Link](https://x.com/BR_Kelleran/status/1712482401585385702)  2023-10-12T14:56Z [---] followers, [---] engagements


"@MugsLuck @TommyDeepwater @Ultradeep3 @willrayvalentin @Magnus12316 @intothegossan @BeachedCapital if someone comes along and acquires Valaris below the strike price"  
[X Link](https://x.com/BR_Kelleran/status/1712482497093837123)  2023-10-12T14:56Z [---] followers, [--] engagements


"@MugsLuck @TommyDeepwater @Ultradeep3 @willrayvalentin @Magnus12316 @intothegossan @BeachedCapital I'm curious to see if more consolidation happens but I don't think it changes things too much. There is a reason I bought a small position in $VAL warrants. If it goes well like I think it could I won't need a whole lot. If something goes wrong I don't want a whole lot"  
[X Link](https://x.com/BR_Kelleran/status/1712486169169256757)  2023-10-12T15:11Z [---] followers, [---] engagements


"Love to see Pfizer $PFE getting smacked today. Hopefully Moderna $MRNA follows suit"  
[X Link](https://x.com/BR_Kelleran/status/1713018224038785256)  2023-10-14T02:25Z [---] followers, [---] engagements


"I might have to sell $VNO and take some profits. Still think there is a lot of upside over the next couple years but a lot of stuff out there that looks juicy right now. $BTU [----] calls $BORR $RIG [----] calls and $ENVX all on the short watchlist right now"  
[X Link](https://x.com/BR_Kelleran/status/1713958310872007154)  2023-10-16T16:41Z [---] followers, [----] engagements


"@kingdomcapadv @mfwarder Buyback more stock JK we all know they would blow it on M&A when things peak"  
[X Link](https://x.com/BR_Kelleran/status/1713959223418339735)  2023-10-16T16:44Z [---] followers, [--] engagements


"Looks like $MRNA wasnt far behind after all"  
[X Link](https://x.com/BR_Kelleran/status/1714377384055730200)  2023-10-17T20:26Z [---] followers, [---] engagements


"@Secrets4stocks I'm assuming they use a chunk of it to pay down the [----] debt. After that we could see some capital returns. Not sure if we will see that with this announcement but I don't think they are too far in the future now. $BORR earnings call is 11/16 so we will know more soon"  
[X Link](https://x.com/BR_Kelleran/status/1716512905787769221)  2023-10-23T17:52Z [---] followers, [---] engagements


"@taobanker Have been reinvesting $NLCP divvies so far this year. Just a waiting game on that one and their buyback cant hurt. Might have sell $VNO though. Cheap assets but big headwinds for the sector. Want to buy more energy where I can get cheap assets and tailwinds"  
[X Link](https://x.com/BR_Kelleran/status/1717050849875390839)  2023-10-25T05:29Z [---] followers, [---] engagements


"@taobanker I understand why people like it but there is enough gold at the end of the $BTU & $HCC coal rainbow that I don't want to deal with a microcap like Corsa"  
[X Link](https://x.com/BR_Kelleran/status/1719733923419496537)  2023-11-01T15:11Z [----] followers, [---] engagements


"@taobanker I like all of them but I think $BTU is gonna surprise some people over the next 12-24 months. Just a matter of being patient imo. $NRP turns into a money printer after they take out their preferred though"  
[X Link](https://x.com/BR_Kelleran/status/1719784600917164431)  2023-11-01T18:32Z [----] followers, [---] engagements


"@charlesbonnerjr Just buy the $VAL warrants or find a $RIG options chain you like. 2025/2026 looks interesting there. Gives more time for things to play out"  
[X Link](https://x.com/BR_Kelleran/status/1720537058375287075)  2023-11-03T20:22Z [---] followers, [---] engagements


"@taobanker @theyhatemetoo $TDW for your OSVs $RIG for your deepwater $BORR for your jackups. $VAL management scares me but they do have some interesting warrants. $NE looks better to me too and they just hiked their dividend"  
[X Link](https://x.com/BR_Kelleran/status/1721520434628243950)  2023-11-06T13:30Z [---] followers, [---] engagements


"I finally pulled the trigger and sold $VNO yesterday. Will be writing a post in the next couple days about recent trades including buying more $BORR"  
[X Link](https://x.com/BR_Kelleran/status/1721921779780980904)  2023-11-07T16:05Z [---] followers, [---] engagements


"@blondesnmoney @SavingPlants Curious to read the $NLCP earnings call transcript. Going to take time but I'm fine getting paid to wait and you don't have to worry about their balance sheet like some REITs"  
[X Link](https://x.com/BR_Kelleran/status/1722371491118084129)  2023-11-08T21:52Z [---] followers, [--] engagements


"I wrote a trade update this morning on my newsletter. Talked about $VNO $BORR and a couple other things I'm watching"  
[X Link](https://x.com/BR_Kelleran/status/1722653794297860571)  2023-11-09T16:34Z [---] followers, [---] engagements


"@ICBarrett $7 price target on $RIG and $106 on $VAL Give me a break"  
[X Link](https://x.com/BR_Kelleran/status/1724219607773556773)  2023-11-14T00:16Z [---] followers, [---] engagements


"@blindpig1966 @marketplunger1 I can't. In those same few years oil supply is going to struggle to keep up with demand. I also don't know what investments really have a good risk/reward for a copper bull market. I might be wrong but I think oil and coal are a much better place to invest instead of copper"  
[X Link](https://x.com/BR_Kelleran/status/1728867898926813466)  2023-11-26T20:06Z [---] followers, [--] engagements


"I have a post set to publish tomorrow that is a comparison of the tobacco industry $MO in [----] to the coal industry today. On the coal side I talk a bit about the recent M&A with $WHC / $BHP and $TECK / $GLEN. I also discuss buyback machine $AMR and why I own $HCC and $BTU"  
[X Link](https://x.com/anyuser/status/1729574859485688185)  2023-11-28T18:55Z [----] followers, [----] engagements


"Is Coal The New Tobacco I discuss the similarities between tobacco stocks in [----] like $MO and coal stocks today and turning hindsight into foresight. I own $BTU and $HCC but I think stocks like $AMR $ARCH and $CEIX are compelling today. It's free for all readers"  
[X Link](https://x.com/BR_Kelleran/status/1729922401000157578)  2023-11-29T17:56Z [---] followers, [----] engagements


"Man that Pac-12 championship was a helluva game. Best game UW has played all season. Can't wait to watch the College Football Playoff"  
[X Link](https://x.com/BR_Kelleran/status/1730810254664110479)  2023-12-02T04:44Z [---] followers, [---] engagements


"@Citrini7 How I feel after selling $VNO a couple weeks ago at $23. Still feel good about where I put that money to work but have a feeling I got off the office REIT train too early"  
[X Link](https://x.com/BR_Kelleran/status/1731512870880551206)  2023-12-04T03:16Z [---] followers, [---] engagements


"I'm working on a post that is an update on Peabody Energy $BTU which is set to be published tomorrow. While the stock has been stuck in neutral for months I think the setup is compelling for investors looking ahead to 2024"  
[X Link](https://x.com/BR_Kelleran/status/1732581547541401692)  2023-12-07T02:03Z [----] followers, [----] engagements


"@EnergyCredit1 Yeah I have said in the past that I'm fine with $BTU's token dividend payout but they should be plowing all of the excess cash into buybacks. Same for $HCC but I'm expecting that they will pay off their remaining debt first"  
[X Link](https://x.com/BR_Kelleran/status/1732835196033245257)  2023-12-07T18:51Z [---] followers, [---] engagements


"@taobanker They will work if interest rates stay here. If interest rates keep going capital is going to flow out of REITs even if some are already cheap"  
[X Link](https://x.com/BR_Kelleran/status/1734022822060827082)  2023-12-11T01:30Z [---] followers, [--] engagements


"Im working on a post for tomorrow. I talk briefly about tax loss selling and several dumpster dive candidates. $SBSW $VTNR $BAK and $SLNH / $SLNHP are all on the watchlist and one is in my portfolio. Keep an eye out for the post tomorrow"  
[X Link](https://x.com/BR_Kelleran/status/1735035226072785331)  2023-12-13T20:33Z [----] followers, [----] engagements


"My Dumpster Dive Post is up. I talk about $SBSW $VTNR $BAK and $SLNH / $SLNHP and the greatest Christmas movie of all time Die Hard. Check it out here: https://www.kontrariankorner.com/p/dumpster-dive-candidates-for-2024 https://www.kontrariankorner.com/p/dumpster-dive-candidates-for-2024"  
[X Link](https://x.com/BR_Kelleran/status/1735309004732322123)  2023-12-14T14:41Z [----] followers, [---] engagements


"$PFE hitting [--] year lows. Gotta love it"  
[X Link](https://x.com/BR_Kelleran/status/1735335509197734042)  2023-12-14T16:26Z [---] followers, [---] engagements


"I'm working on a trade update post for tomorrow. I talk some more about $BORR which has dividends and buybacks on the way another purchase of $BTU [----] calls as well as $VTNR $ENVX and $VAL warrants. Keep an eye out for it"  
[X Link](https://x.com/BR_Kelleran/status/1736940167901089922)  2023-12-19T02:43Z [----] followers, [----] engagements


"I published a post with recent trade updates. I bought some more $BTU calls along with shares of $BORR $ENVX and $VAL warrants. I also bought a starter position in $VTNR. Read it here:"  
[X Link](https://x.com/BR_Kelleran/status/1737131185556639975)  2023-12-19T15:22Z [---] followers, [----] engagements


"@Aristos_Revenge I would pay to see Mike Tyson try to pronounce the name Shelitha Robertson"  
[X Link](https://x.com/BR_Kelleran/status/1737657894710169924)  2023-12-21T02:15Z [---] followers, [--] engagements


"Is something up with $NLCP I know it's relatively illiquid but bouncing 8% and I haven't seen any news"  
[X Link](https://x.com/BR_Kelleran/status/1737868315782250758)  2023-12-21T16:11Z [---] followers, [---] engagements


"@blondesnmoney I don't like $AFCG which is why I sold it but the only risk/reward that makes sense to me in the sector is owning $NLCP which has really started working over the last month. I wasn't a huge fan of $AFCG as I learned more about it but don't know if a short works there"  
[X Link](https://x.com/BR_Kelleran/status/1738036990938071319)  2023-12-22T03:21Z [---] followers, [--] engagements


"@DakotasTwits @blondesnmoney $NLCP just hiked the dividend and the balance sheet is debt free. I'll take my chances for a double digit yield. Less risk and potentially more reward than $AFCG imo"  
[X Link](https://x.com/BR_Kelleran/status/1738390548556460240)  2023-12-23T02:46Z [---] followers, [--] engagements


"@TheWeezGuy @DakotasTwits @blondesnmoney I think $20 is pretty conservative if you have a longer time horizon. Depends on what happens with dividend growth and the growth of the portfolio though"  
[X Link](https://x.com/BR_Kelleran/status/1740034160021139766)  2023-12-27T15:37Z [---] followers, [--] engagements


"@KoyfinCharts $BORR will have a good year and $NVDA will struggle"  
[X Link](https://x.com/BR_Kelleran/status/1742444676337336387)  2024-01-03T07:15Z [---] followers, [---] engagements


"My brother just asked what I think of the "debt asian guy". Looked him up on YouTube. Oh you mean Robert Kiyosaki Yup that's the one"  
[X Link](https://x.com/BR_Kelleran/status/1742630394493796704)  2024-01-03T19:33Z [---] followers, [---] engagements


"Good to see some of the Epstein files coming out. [----] already off to an interesting start"  
[X Link](https://x.com/BR_Kelleran/status/1742748779760263294)  2024-01-04T03:24Z [---] followers, [---] engagements


"I'm finishing up a post on macro & markets for [----]. It will be about oil natural gas coal and other commodities and my strategy. If you own $BTU $HCC other coal stocks or South American energy companies like $PBR $PBR.A and $EC you might find it interesting"  
[X Link](https://x.com/anyuser/status/1742769851062743206)  2024-01-04T04:48Z [----] followers, 15.2K engagements


"I'll also talk briefly about my offshore picks like $RIG $BORR $TDW and $VAL. Couldn't leave those out of the mix"  
[X Link](https://x.com/BR_Kelleran/status/1742770368912502910)  2024-01-04T04:50Z [---] followers, [----] engagements


"My post on what I'm expecting from the market commodities and other asset classed is up. I talked about why this time is different why we could be in for a commodities supercycle and why I think oil and coal equities have a better setup than other sectors. Link below:"  
[X Link](https://x.com/BR_Kelleran/status/1742929746013622371)  2024-01-04T15:23Z [---] followers, [----] engagements


"I discuss several stocks and my outlook on them including $BTU and $HCC for coal $PBR $PBR.A $EC $RIG $VAL $BORR and $TDW for oil. I also discuss $URNM and others on the watchlist like $FNV $FCX and $VNO"  
[X Link](https://x.com/BR_Kelleran/status/1742930498165559698)  2024-01-04T15:26Z [----] followers, [----] engagements


"Nice to see $EC having a strong day. Curious to see what dividends look like this year but still think we are a long way from fair value. If money starts to flow into Colombian stocks Ecopetrol probably heads to $20 fairly quickly in my opinion"  
[X Link](https://x.com/anyuser/status/1743307015072702832)  2024-01-05T16:22Z [----] followers, 14.1K engagements


"@HarmsworthK Depends on what oil is doing. If oil does what I think it could over the next several years selling at $20 will be too early. I will probably start trimming at that point but all depends on how things play out"  
[X Link](https://x.com/BR_Kelleran/status/1743321824044466527)  2024-01-05T17:21Z [---] followers, [---] engagements


"@peschel_m @contrarian8888 I think money is going to flow into emerging markets for cheaper valuations and South America looks like a very interesting pond to fish in for the next couple years. You also have had the strength of the Colombian Peso and the Brazilian Real to a lesser extent 1/n"  
[X Link](https://x.com/BR_Kelleran/status/1743479619611992088)  2024-01-06T03:48Z [----] followers, [---] engagements


"@peschel_m @contrarian8888 against USD which is a positive for stocks like $EC and $PBR $PBR.A. Exchange rates are a double edged sword but Ecopetrol paid out three equal dividends in pesos and the most recent payout was basically 25% larger just due to exchange rates. 2/n"  
[X Link](https://x.com/BR_Kelleran/status/1743480431776018477)  2024-01-06T03:51Z [---] followers, [---] engagements


"@peschel_m @contrarian8888 If oil/commodities are relatively strong I think that currency trend continues into the future. We already have cheap valuations but if you continue to see strong currencies and add in the potential for rising commodity prices 3/n"  
[X Link](https://x.com/BR_Kelleran/status/1743481017799987405)  2024-01-06T03:54Z [---] followers, [---] engagements


"@peschel_m @contrarian8888 I think you have all the ingredients for continued inflows. We have already seen some institutional buying but if we start to get momentum chasers and other fast money types hopping on board the logical picks for EM commodity exposure are stocks like $EC and $PBR $PBR.A 4/4"  
[X Link](https://x.com/BR_Kelleran/status/1743481802122244545)  2024-01-06T03:57Z [---] followers, [---] engagements


"@0x_gtx I'm a tourist compared to @mfwarder and @dyer440. Plenty of others worth following but I would start with those two. You could also skip to answer section and just buy $HCC but obviously do your own due diligence"  
[X Link](https://x.com/BR_Kelleran/status/1743855761678336366)  2024-01-07T04:43Z [---] followers, [---] engagements


"@kp3690kp @boredtodeath23 I think the payout for $EC will probably be slightly lower due to lower average oil prices in [--] but hard to predict. For $PBR $PBR.A you have a 45% payout so I would guess that they stay around $0.40 or $0.50 per quarter. Just back of the napkin math on that one though"  
[X Link](https://x.com/BR_Kelleran/status/1744435787293478989)  2024-01-08T19:07Z [---] followers, [---] engagements


"@kp3690kp @boredtodeath23 Not sure on the exact number but the lower payout ratio (60 - 45%) and lower oil prices probably means we won't be getting $3 (give or take) in divvies like the last [--] months"  
[X Link](https://x.com/anyuser/status/1744438775437283636)  2024-01-08T19:19Z [--] followers, [--] engagements


"Looking forward to the National Championship. I think a lot of people are underestimating UW. Will have to wait and see to find out though"  
[X Link](https://x.com/anyuser/status/1744507660144456119)  2024-01-08T23:53Z [--] followers, [---] engagements


"Just finished an update on the John Doe Portfolio. I talk about planning to trim $AAPL and $GOOG. I discussed coal stocks like $HCC and $BTU along with offshore picks $RIG $TDW $NE $BORR and $VAL. I also cover the REIT basket and uranium $URNM. Look out for it tomorrow"  
[X Link](https://x.com/anyuser/status/1745336298217578535)  2024-01-11T06:46Z [----] followers, [----] engagements


"@NICKRADICAL4 I agree with you that this growth trend has a ways to go. Do you have any thoughts on REITs like $IIPR or $NLCP Own a bit of NewLake but swore off the cannabis companies after turning a small amount of money into less money a couple years ago"  
[X Link](https://x.com/BR_Kelleran/status/1746164118590275818)  2024-01-13T13:35Z [---] followers, [---] engagements


"@InvestInOnG @TetonCapital1 @mfwarder @tradedollarnut We need to send a representative to ask questions on the $HCC earnings call. I think they should buyback stock as fast as possible but I would assume they pay off the last little bit of debt first"  
[X Link](https://x.com/BR_Kelleran/status/1748136281966809126)  2024-01-19T00:12Z [---] followers, [---] engagements


"@MugsLuck @WayneAtwell My post on being a degenerate and buying $VAL warrants"  
[X Link](https://x.com/BR_Kelleran/status/1751999901528158652)  2024-01-29T16:05Z [---] followers, [---] engagements


"@MugsLuck @WayneAtwell Ill be writing about recent trades and portfolio weights tomorrow. I bought shares of $RIG last week and I have been tempted by the Dec [----] chain. Cant speculate too much tho. I prefer their shares to $VAL. Its hard to beat the upside skew on Valaris warrants imo"  
[X Link](https://x.com/BR_Kelleran/status/1752008154475646984)  2024-01-29T16:37Z [---] followers, [---] engagements


"My post with recent trade updates is up. I talked about cutting a loser out of the portfolio and adding to offshore names like $RIG and $VAL warrants"  
[X Link](https://x.com/BR_Kelleran/status/1752363697199276483)  2024-01-30T16:10Z [---] followers, [---] engagements


"@Citrini7 Reminds me of why the founder of $LULU named his company Lululemon 😂"  
[X Link](https://x.com/BR_Kelleran/status/1753478624895013151)  2024-02-02T18:00Z [---] followers, [---] engagements


"@marketplunger1 @aaronvalue I want to hear what he has to say on the cannabis REITs $IIPR and $NLCP"  
[X Link](https://x.com/BR_Kelleran/status/1755294624384717176)  2024-02-07T18:17Z [---] followers, [---] engagements


"$BTU puking on earnings is starting to become a tradition like $SNAP puking on earnings"  
[X Link](https://x.com/BR_Kelleran/status/1755601461353099631)  2024-02-08T14:36Z [---] followers, [----] engagements


"@ValueNotDeadYet @InvestInOnG I think they will. The timing of the buybacks is where your best guess is as good as mine. I think we will hear more about it on the earnings call but I think they should follow the $AMR playbook"  
[X Link](https://x.com/BR_Kelleran/status/1756741428515127615)  2024-02-11T18:06Z [---] followers, [---] engagements


"@olvehe @InvestInOnG Ill never complain about a dividend increase but it doesnt move the needle either way. If they add a buyback program on the earnings call I wouldnt call the dividend increase insulting. If not its just a frustrating token increase"  
[X Link](https://x.com/BR_Kelleran/status/1756810163066122615)  2024-02-11T22:39Z [---] followers, [--] engagements


"I'm not saying that the offshore bull market is going to last [--] years but if it does. $RIG and the gang are gonna be a lot higher. Easier to guess what the next [--] to [--] years look like but it's an interesting hypothetical. @ICBarrett @Ultradeep3 Were nearly [--] years removed from those episodes. Imagine owning $RIG in [----]. Thats really what investing is about. @ICBarrett @Ultradeep3 Were nearly [--] years removed from those episodes. Imagine owning $RIG in [----]. Thats really what investing is about"  
[X Link](https://x.com/BR_Kelleran/status/1760169368703680955)  2024-02-21T05:07Z [----] followers, [----] engagements


"I'm working on a post on how the market might be broken. I think $NVDA $SMCI and $ARM are showing signs of bubble. I also talk about flows: the virtuous cycle on the way up that could turn into a vicious cycle on the way down. I think $MSFT $AAPL & other Mag7 names could suffer if flows start to reverse. It will get published in the next day or two so keep an eye out for it"  
[X Link](https://x.com/BR_Kelleran/status/1760479941509144580)  2024-02-22T01:41Z [---] followers, [---] engagements


"@Rory_Johnston Gotta upgrade to dinobuddies"  
[X Link](https://x.com/BR_Kelleran/status/1761447008915902469)  2024-02-24T17:44Z [---] followers, [--] engagements


"$PBR $PBR.A payday today. I think we see $20 by year end but gotta love getting paid to wait"  
[X Link](https://x.com/anyuser/status/1762512306884481230)  2024-02-27T16:17Z [----] followers, [----] engagements


"@TheSeeqer No idea. I think we are probably going to be in the $0.40 to $0.50 per quarter ballpark moving forward unless oil prices rocket higher. Just an educated guess but we will find out for sure soon"  
[X Link](https://x.com/BR_Kelleran/status/1762538034216440315)  2024-02-27T17:59Z [---] followers, [--] engagements


"One day after I tweet about $PBR $PBR.A dividends shares get whacked. Interesting to see what they say with earnings next week"  
[X Link](https://x.com/BR_Kelleran/status/1762910769849753767)  2024-02-28T18:40Z [----] followers, [----] engagements


"@calvinfroedge hope you packed your parachute 🤣"  
[X Link](https://x.com/BR_Kelleran/status/1762964057487990846)  2024-02-28T22:12Z [---] followers, [---] engagements


"My post on the coal stocks is up. I talk about $AMR's recent pop and drop but focus more on $BTU and $HCC"  
[X Link](https://x.com/BR_Kelleran/status/1763213126428983319)  2024-02-29T14:42Z [---] followers, [----] engagements


"I'm just wrapping up a post on offshore earnings. Lots to like from the whole sector ( $RIG $VAL and $BORR) but $TDW was the standout last week. I also talk about some recent news on $PBR $PBR.A $EC and Elliott selling more $BTU. Check it out tomorrow"  
[X Link](https://x.com/anyuser/status/1764469013789466923)  2024-03-04T01:52Z [----] followers, [----] engagements


"My portfolio update is up. It's mostly focused on offshore earnings season so $TDW $RIG $BORR & $VAL. It also talks a bit about $PBR $EC and $FECCF. Check it out below:"  
[X Link](https://x.com/anyuser/status/1764668105866052068)  2024-03-04T15:03Z [----] followers, [----] engagements


"@offshoremayor I'm a $RIG bull😂. I just happen to also be bullish on $BORR $TDW and I'm considering going full degen on $VAL warrants. I don't understand why people get so uptight like you can only own one of the stocks in the sector"  
[X Link](https://x.com/BR_Kelleran/status/1765957092232585612)  2024-03-08T04:25Z [----] followers, [---] engagements


"I own $RIG $BORR $TDW and $VAL warrants. Borr's my largest position after buying more this week. Basically day rates for everything offshore are going higher over the next [--] to [--] years but jackups and OSVs will happen quicker than deepwater. You will like the first part on what Borr's fleet would be worth based on new build cost"  
[X Link](https://x.com/BR_Kelleran/status/1766176135057146264)  2024-03-08T18:56Z [----] followers, [---] engagements


"@CaptainRoyen @AncientSion @tradedollarnut @AC173467321 Depends on how many shares they have outstanding in [--] years. I'll be taking it a couple years at a time but think $BTU has a nice run after Elliott is fully out. Just a matter of patience"  
[X Link](https://x.com/BR_Kelleran/status/1766884718262505589)  2024-03-10T17:51Z [----] followers, [---] engagements


"@zeevmoney @offshoremayor I have a hard time seeing Valaris getting acquired. If I wanted to own $VAL common I would probably just buy more $RIG shares instead"  
[X Link](https://x.com/BR_Kelleran/status/1766993832292343853)  2024-03-11T01:05Z [----] followers, [---] engagements


"Did $BTU and $HCC get hit with daylight savings time Coal stocks getting smoked today"  
[X Link](https://x.com/anyuser/status/1767199948331008011)  2024-03-11T14:44Z [----] followers, [----] engagements


"Good results from $NLCP this morning complete with another dividend raise. Still has a 10% yield clean balance sheet and bought back 900k shares in [----]. Might not have the torque of an MSO but hard to explain why this thing trades at less than 10x price/FFO"  
[X Link](https://x.com/BR_Kelleran/status/1767226327202160686)  2024-03-11T16:29Z [----] followers, [---] engagements


"My post on $PBR $PBR.A is up. I'm taking a wait and see approach for now but I'm curious to see what they say at the annual meeting in April. It's free for everyone to read. Check it out below:"  
[X Link](https://x.com/BR_Kelleran/status/1768276336559411313)  2024-03-14T14:01Z [----] followers, [----] engagements


"@TommyDeepwater they are just teasing us with the $499 at this point. need to go buy more $VAL warrants"  
[X Link](https://x.com/BR_Kelleran/status/1768614037536063600)  2024-03-15T12:23Z [----] followers, [---] engagements


"@ichthys30 or bumper stickers on a lamborghini"  
[X Link](https://x.com/BR_Kelleran/status/1769490058313421015)  2024-03-17T22:24Z [----] followers, [--] engagements


"My post with an update on recent trades and portfolio weights is up this morning. It's mainly focused on the offshore sector $BORR $VAL $RIG $TDW but I also briefly discuss $PBR $PBR.A $HCC and $EC. Check it out below:"  
[X Link](https://x.com/BR_Kelleran/status/1770826229005857152)  2024-03-21T14:54Z [----] followers, [----] engagements


"Annoying to see $BORR selloff but apparently someone inked a jackup deal with day rates just over 100k. Did they steal $VAL's contracting team from the last couple years"  
[X Link](https://x.com/BR_Kelleran/status/1772263294713167898)  2024-03-25T14:04Z [----] followers, [----] engagements


"My post on the John Doe Portfolio is up. I talk about getting concentrated in the portfolio and adding to the things I find most attractive. I have been adding to $CLMT $BORR $VAL $BTU along with other companies in the offshore and coal sector. The link is in my bio"  
[X Link](https://x.com/BR_Kelleran/status/1773364675658289349)  2024-03-28T15:01Z [----] followers, [----] engagements


"Seems like we can't go more than a couple weeks without $BORR getting whacked on news"  
[X Link](https://x.com/BR_Kelleran/status/1774832372741288140)  2024-04-01T16:13Z [----] followers, [----] engagements


"@Toronto242M @CossingtonBear @trader_ferg I have seen their contracts and I don't think $BORR will be near current prices in [----]. If quarterly revenue is growing like this as contracts roll over I'm excited to see what revenue growth and margins look like a couple years from now"  
[X Link](https://x.com/BR_Kelleran/status/1775307944038670816)  2024-04-02T23:42Z [----] followers, [---] engagements


"For all the $BORR $VAL people👇 https://x.com/ed_fin/status/1776158702199796101 A must-read for the offshore bros. $BORR $VAL by Pareto https://t.co/qOEI8JhvKu https://x.com/ed_fin/status/1776158702199796101 A must-read for the offshore bros. $BORR $VAL by Pareto https://t.co/qOEI8JhvKu"  
[X Link](https://x.com/BR_Kelleran/status/1776226345414189508)  2024-04-05T12:32Z [----] followers, [----] engagements


"@RHODIUMRAP @trader_ferg I have a basket approach to the sector so I own a good chunk of $RIG and $VAL warrants along with $BORR and $TDW. I understand why some want to play favorites with offshore but I prefer to own a piece of the whole sector"  
[X Link](https://x.com/BR_Kelleran/status/1776689155378172390)  2024-04-06T19:11Z [----] followers, [---] engagements


"@BichonRedux tax day selling plus mr. slammy for oil and precious metals heading into the weekend would be my guess"  
[X Link](https://x.com/BR_Kelleran/status/1778992069983510757)  2024-04-13T03:42Z [----] followers, [---] engagements


"*rate hike 🤣 Jerome Powell when he finally announces his first rate cut https://t.co/rbfM813yNB Jerome Powell when he finally announces his first rate cut https://t.co/rbfM813yNB"  
[X Link](https://x.com/BR_Kelleran/status/1780051553241743401)  2024-04-16T01:52Z [----] followers, [---] engagements


"Coal stocks rolling this morning. Was hoping to buy more $HCC but good to see a rally across the sector. $BTU $AMR $ARCH $CEIX"  
[X Link](https://x.com/anyuser/status/1780256734440984587)  2024-04-16T15:27Z [----] followers, [----] engagements


"My post on $RIG is up. The balance sheet keeps getting better and day rates keep trending higher. The recent volatility looks like a buying opportunity to me. Link in bio"  
[X Link](https://x.com/anyuser/status/1780965189854409079)  2024-04-18T14:22Z [----] followers, [----] engagements


"@BichonRedux $BORR or $CLMT. Or $VAL warrants if you want to be a degenerate on an offshore bull cycle"  
[X Link](https://x.com/BR_Kelleran/status/1782922783917511139)  2024-04-24T00:01Z [----] followers, [----] engagements


"Good news for $VAL Fearnley's: $VAL report a solid new jackup contract for the Valaris [---] yesterday: two years offshore Angola at gross dayrates of c. $200k (net $145k when spreading contract value across contract period and the lengthy mobilization thats very strong). https://t.co/aKMByLw8lc Fearnley's: $VAL report a solid new jackup contract for the Valaris [---] yesterday: two years offshore Angola at gross dayrates of c. $200k (net $145k when spreading contract value across contract period and the lengthy mobilization thats very strong). https://t.co/aKMByLw8lc"  
[X Link](https://x.com/BR_Kelleran/status/1786249445123994019)  2024-05-03T04:20Z [----] followers, [----] engagements


"$TDW with the classic earnings pop. Siri set a calendar reminder for three months from now. Might jinx it but longer term we have a long way to go"  
[X Link](https://x.com/BR_Kelleran/status/1786391932228501998)  2024-05-03T13:46Z [----] followers, [----] engagements


"Keep an eye out for the Kontrarian Korner Year In Review tomorrow. I'll be covering everything that happened with the portfolio good and bad over the last year. $PBR $PBR.A $EC $FECCF $BTU $HCC $RIG $TDW $BORR $VAL $CLMT $EPD $VNO $NLCP $ENVX $PAX $SOC $NRP"  
[X Link](https://x.com/anyuser/status/1786910773006242213)  2024-05-05T00:08Z [----] followers, [----] engagements


"I'm working on my coal sector Year In Review post. I'll be talking about $BTU $HCC and $NRP. It will be up tomorrow morning"  
[X Link](https://x.com/BR_Kelleran/status/1787675013019213844)  2024-05-07T02:45Z [----] followers, [----] engagements


"My Year In Review post on the Coal Sector is up. $BTU $HCC $NRP https://www.kontrariankorner.com/p/year-in-review-the-coal-sector https://www.kontrariankorner.com/p/year-in-review-the-coal-sector"  
[X Link](https://x.com/BR_Kelleran/status/1787822592394764564)  2024-05-07T12:31Z [----] followers, [----] engagements


"I'm putting the finishing touches on my Year In Review post on the offshore sector. $TDW put the team on its back but I think the best is yet to come from $RIG $VAL and $BORR. Keep an eye out for it tomorrow"  
[X Link](https://x.com/BR_Kelleran/status/1788040004695970280)  2024-05-08T02:55Z [----] followers, [----] engagements


"My Year In Review post on offshore oil services is up. Check it out if you're interested in $RIG $TDW $VAL or $BORR. Link in bio"  
[X Link](https://x.com/BR_Kelleran/status/1788254501079753127)  2024-05-08T17:07Z [----] followers, [----] engagements


"I just finished up my last post on my Year In Review. It covers a bunch of different stocks including $VNO $ENVX $CLMT $NLCP $VTNR $SOC $PAX and $EPD. Check it out tomorrow morning"  
[X Link](https://x.com/BR_Kelleran/status/1788434185138675737)  2024-05-09T05:01Z [----] followers, [----] engagements


"@Josh__Hamm @JohnLeePettim13 There's a reason I call them hydrocarbons instead of fossil fuels. The Deep Hot Biosphere is a compelling case that convinced me that oil and gas aren't fossilized remains"  
[X Link](https://x.com/BR_Kelleran/status/1789503081140678695)  2024-05-12T03:49Z [----] followers, [--] engagements


"Just saw a video Secretary of State Blinken in a bar in Kiev singing Rockin In The Free World. I hope these people get what they deserve"  
[X Link](https://x.com/BR_Kelleran/status/1790594286188138780)  2024-05-15T04:05Z [----] followers, [---] engagements


"I wrote a post on recent news out of $ENVX. Lots of interesting stuff going on but I think things are headed in the right direction. Link in bio"  
[X Link](https://x.com/BR_Kelleran/status/1791124975539425711)  2024-05-16T15:14Z [----] followers, [---] engagements


"Me waking up to look at $BORR this morning"  
[X Link](https://x.com/BR_Kelleran/status/1793656398825574411)  2024-05-23T14:53Z [----] followers, [----] engagements


"@mike_oil_invest didnt range start one Could be wrong but thought they did a coal etf too"  
[X Link](https://x.com/BR_Kelleran/status/1794117610801713647)  2024-05-24T21:25Z [----] followers, [---] engagements


"@CaptainRoyen @Ultradeep3 true but doesnt mean its time to sell $TDW yet"  
[X Link](https://x.com/BR_Kelleran/status/1794596444768502031)  2024-05-26T05:08Z [----] followers, [---] engagements


"Just saw a video of Trump at the libertarian convention and part of what Dave Smith said. Gonna be an interesting ride to the election"  
[X Link](https://x.com/BR_Kelleran/status/1794606500004172070)  2024-05-26T05:48Z [----] followers, [---] engagements


"@CaptainRoyen @Ultradeep3 Already own $RIG leaps and $VAL warrants. Been doing some digging on $SMHI and think I might have to add it the portfolio though"  
[X Link](https://x.com/BR_Kelleran/status/1794908017089196450)  2024-05-27T01:46Z [----] followers, [---] engagements


"Trust me bro deflation is coming https://x.com/GRomePow/status/1795141867056533835 "The middle class are just lazy they just don't work hard enough." Meanwhile hedge fund managers: https://t.co/nk4aP7fs8K https://x.com/GRomePow/status/1795141867056533835 "The middle class are just lazy they just don't work hard enough." Meanwhile hedge fund managers: https://t.co/nk4aP7fs8K"  
[X Link](https://x.com/BR_Kelleran/status/1795244605631516767)  2024-05-28T00:04Z [----] followers, [---] engagements


"Happy $PBR $PBR.A payday to everyone"  
[X Link](https://x.com/anyuser/status/1795460650246009088)  2024-05-28T14:22Z [----] followers, [----] engagements


"I'm working on an update on the stocks I own in the offshore sector. It will be up tomorrow morning. There have been some interesting moves from different companies and it looks like some of the stocks are starting to wake up. $RIG $VAL $TDW $BORR $SOC"  
[X Link](https://x.com/BR_Kelleran/status/1795952472667627913)  2024-05-29T22:56Z [----] followers, [----] engagements


"My post on the Q1 update for offshore oil services is up. Check it out if you're interested in the sector. Things are heating up heading into the back half of [----] and I think we are just getting started. Link in bio. $SOC $TDW $BORR $RIG $VAL"  
[X Link](https://x.com/BR_Kelleran/status/1796200615410053160)  2024-05-30T15:22Z [----] followers, [----] engagements


"Better late than never I guess https://x.com/zerohedge/status/1799767179291705808 "Zero Tolerance": Germany To Start Forcibly Deporting Dangerous Migrants After Cop Dies In Stabbing https://t.co/B11twx209S https://x.com/zerohedge/status/1799767179291705808 "Zero Tolerance": Germany To Start Forcibly Deporting Dangerous Migrants After Cop Dies In Stabbing https://t.co/B11twx209S"  
[X Link](https://x.com/BR_Kelleran/status/1799996303667253375)  2024-06-10T02:45Z [----] followers, [---] engagements


"After last weeks commodity bloodbath (with totally organic price action) its gonna be interesting to watch what this week looks like with the Fed meeting. Not sure if things go lower from here but sentiment flush and all this recession talk is probably a good sign for commodity and inflation bulls"  
[X Link](https://x.com/BR_Kelleran/status/1800016216532427092)  2024-06-10T04:04Z [----] followers, [----] engagements


"@Mike10947310 $ENVX is a punt on battery tech. Speculative but if they execute manufacturing buildout ramp production and end up in smartphones and computers its worth a lot more than the current price. If they dont ramp production its just another battery tech shitco"  
[X Link](https://x.com/BR_Kelleran/status/1802467361393615293)  2024-06-16T22:24Z [----] followers, [----] engagements


"@Mike10947310 @GeorgiusIIIRex I mean I basically see Enovix playing out in one of of two ways. Its effectively pre-revenue and working on scaling production in Malaysia. Bull case is that the battery tech is as good as advertised (which I think it is) and more manufacturers want their batteries in phones"  
[X Link](https://x.com/BR_Kelleran/status/1802526874180182200)  2024-06-17T02:21Z [----] followers, [---] engagements


"@Mike10947310 @GeorgiusIIIRex Bear case is the battery tech is nothing special or management lights money on fire trying to get the plant in Malaysia into production or they aren't able to secure agreements with other phone companies"  
[X Link](https://x.com/BR_Kelleran/status/1802527489077789083)  2024-06-17T02:23Z [----] followers, [---] engagements


"@Mike10947310 @GeorgiusIIIRex $2B market cap currently so it's certainly not cheap but interesting setup if you think management is able to execute from here"  
[X Link](https://x.com/BR_Kelleran/status/1802527667616731356)  2024-06-17T02:24Z [----] followers, [--] engagements


"I'm putting the finishing touches on a piece on physical precious metals. I talk about why I think it's a good time to have some on hand heading into the back half of [----]. Keep an eye out for it tomorrow morning. #Gold #Silver #Platinum"  
[X Link](https://x.com/BR_Kelleran/status/1803658012789284926)  2024-06-20T05:15Z [----] followers, [---] engagements


"@UnironicOilBull Where do the $VAL warrant holders rank"  
[X Link](https://x.com/BR_Kelleran/status/1804203381424296224)  2024-06-21T17:23Z [----] followers, [---] engagements


"@UnironicOilBull I think $VAL shares will do well. More risk with the warrants but if the offshore cycle plays out as expected Im looking forward to the next couple years"  
[X Link](https://x.com/BR_Kelleran/status/1804364889034821772)  2024-06-22T04:04Z [----] followers, [---] engagements


"I had a great time chatting with @DavidBCollum on the podcast recently. We talked about overvalued markets the impact of passive investing current events and the generational divide. Check it out here: https://www.youtube.com/watchv=jmEaVgVEK-Q https://www.youtube.com/watchv=jmEaVgVEK-Q"  
[X Link](https://x.com/anyuser/status/1804863362498445388)  2024-06-23T13:05Z [----] followers, 15.2K engagements


"@PauloMacro Sign me up for the energy/value rotation into summer. We will see how it plays out but a lot of froth on certain stocks and indices"  
[X Link](https://x.com/BR_Kelleran/status/1805371688152183160)  2024-06-24T22:45Z [----] followers, [---] engagements


"@Mike10947310 Yeah just another piece of good news for $ENVX. Still gonna see wild swings in sentiment and share price moving forward but can't complain about another product agreement announcement"  
[X Link](https://x.com/BR_Kelleran/status/1805650316198822189)  2024-06-25T17:12Z [----] followers, [---] engagements


"The Dad tax. Used to get this with my halloween candy. A couple weeks ago I started a new thing. Every time my kids get a treat ( ice cream cookie etc) I ask have you paid your taxes And then take a bite before I give it to them. They hate the government more than a founding father could dream now. This is how we win. https://t.co/wyRf4G8ER9 A couple weeks ago I started a new thing. Every time my kids get a treat ( ice cream cookie etc) I ask have you paid your taxes And then take a bite before I give it to them. They hate the government more than a founding father could dream now. This is"  
[X Link](https://x.com/BR_Kelleran/status/1806043765901296121)  2024-06-26T19:16Z [----] followers, [---] engagements


"I'm working on a portfolio update that will be posted tomorrow. It's been a busy week but I'll be touching on recent events to do with $RIG $TDW $ENVX $NLCP and $FECCF. Keep an eye out for it tomorrow morning"  
[X Link](https://x.com/BR_Kelleran/status/1806053270408011831)  2024-06-26T19:53Z [----] followers, [----] engagements


"$PBR $PBR.A payday today"  
[X Link](https://x.com/BR_Kelleran/status/1806350099062325500)  2024-06-27T15:33Z [----] followers, [---] engagements


"I just posted a podcast this morning with @trader_ferg. We talked about coal offshore oil precious metals and the African miner helpline. You can check it out on my Substack. $BTU $HCC $SMHI $TDW $RIG $VAL $BORR $SBSW"  
[X Link](https://x.com/BR_Kelleran/status/1808125377598132241)  2024-07-02T13:07Z [----] followers, [----] engagements


"@MebFaber @CambriaFunds Big $MO. Philip Morris / Altria"  
[X Link](https://x.com/BR_Kelleran/status/1812231426588156205)  2024-07-13T21:03Z [----] followers, [----] engagements


"Kontrarian Korner #10 - Mark Wauck Mark's a retired FBI agent and an encyclopedia on history and current events. He writes Meaning In History which is a must follow for geopolitics. We talked about the Trump assassination attempt and the current geopolitical landscape"  
[X Link](https://x.com/BR_Kelleran/status/1812811446717194670)  2024-07-15T11:28Z [----] followers, [---] engagements


"My video with @finding_finance is up this morning. We covered oil natural gas coal and precious metals. We also talked about what investors can do to give themselves an edge in today's markets. Check it out below: https://www.youtube.com/watchv=mqW0Qf80GEQ https://www.youtube.com/watchv=mqW0Qf80GEQ"  
[X Link](https://x.com/BR_Kelleran/status/1813253685063086587)  2024-07-16T16:45Z [----] followers, [---] engagements


"The feeling you have when offshore is ripping but you wanted to buy more $VAL warrants. $RIG $BORR $TDW $SMHI $NE"  
[X Link](https://x.com/BR_Kelleran/status/1816521612054982953)  2024-07-25T17:11Z [----] followers, [----] engagements


"@CaptainRoyen I buy a chunk of the $VAL warrants and then every couple months I decide I dont own enough. The Dec26 $RIG calls were a one time buy with a very small amount. Would love to get one last shot to buy another slug of warrants though"  
[X Link](https://x.com/BR_Kelleran/status/1816610853523013685)  2024-07-25T23:05Z [----] followers, [---] engagements


"I'm putting the finishing touches on a piece about some of the recent contracting news from the offshore sector that will be up tomorrow. I also talk about recent buys and what I'm looking to add in coming weeks. $RIG $VAL $BORR $TDW $SMHI"  
[X Link](https://x.com/BR_Kelleran/status/1818837161258762463)  2024-08-01T02:32Z [----] followers, [----] engagements


"@marketplunger1 Still better than trading carbon credits"  
[X Link](https://x.com/BR_Kelleran/status/1819227132473889183)  2024-08-02T04:22Z [----] followers, [---] engagements


"My podcast with @dexterkwhite is up this morning. We talked about unrealized capital gains geopolitics artificial intelligence and more. You can find it on the pod platforms YT or on my bio"  
[X Link](https://x.com/BR_Kelleran/status/1823373293682110763)  2024-08-13T14:57Z [----] followers, [---] engagements


"@kingdomcapadv @Alpaca_Capital I know it's been a dog for a long time but I think $BTU will get its day in the sun over the next couple years. Don't know if it will keep up with $HCC though"  
[X Link](https://x.com/BR_Kelleran/status/1824268194015744321)  2024-08-16T02:13Z [----] followers, [---] engagements


"I made a short video talking about my thoughts on some of the companies in the portfolio. Lots of interesting stuff happening between now and the end of the year. Link in bio. $CLMT $BORR $VAL $RIG $BTU"  
[X Link](https://x.com/BR_Kelleran/status/1825542979370860717)  2024-08-19T14:38Z [----] followers, [----] engagements


"@Dentinatour Gonna hop on the $VAL warrants"  
[X Link](https://x.com/BR_Kelleran/status/1825901565179474177)  2024-08-20T14:23Z [----] followers, [---] engagements


"My podcast with @Sorenthek is up this morning. We talk about the unnatural price action in oil opportunities in the precious metals space and the battle between the Fed and the Treasury. Link in bio"  
[X Link](https://x.com/BR_Kelleran/status/1825910067801239902)  2024-08-20T14:57Z [----] followers, [---] engagements


"@PauloMacro I think oil might stay capped until the election or [----]. I think a lot of people will be surprised by what oil does over the next couple years tho. A wise man once said that once you realize that it's all nonsense then it all makes sense. @agnostoxxx"  
[X Link](https://x.com/BR_Kelleran/status/1825982630178807825)  2024-08-20T19:45Z [----] followers, [----] engagements


"I'm working on a post on the platinum miners that should be up tomorrow morning. It's a very interesting sector that is worth a look for speculators in my opinion. $SBSW $IMPUY $ANGPY"  
[X Link](https://x.com/BR_Kelleran/status/1831511860161454152)  2024-09-05T01:57Z [----] followers, [---] engagements


"My post on the Platinum Miners is up. I think we will get a bull market for PGMs over the next several years. $ANGPY has a potential overhang from a spinoff $SBSW has the most hair on it while $IMPUY is closer to a pure play on PGMs with a better balance sheet. Link in bio"  
[X Link](https://x.com/BR_Kelleran/status/1831726983547646245)  2024-09-05T16:11Z [----] followers, [----] engagements


"@SheDrills @EIAgov Interesting time to call for a $10 rally in three weeks"  
[X Link](https://x.com/BR_Kelleran/status/1833623587212968187)  2024-09-10T21:48Z [----] followers, [---] engagements


"Yesterday I had @CorneliaLake on the podcast to discuss two companies that caught my eye recently $SOC and $NMM. Both have interesting setups over the next couple years. We also discussed the offshore oil services space. $TDW $SMHI $RIG $BORR $VAL $NE The links are below:"  
[X Link](https://x.com/anyuser/status/1834222229045084475)  2024-09-12T13:27Z [----] followers, 21.9K engagements


"@mike_oil_invest I try to avoid doing price targets but I think the move in oil over the next couple years is going to surprise a lot of people"  
[X Link](https://x.com/BR_Kelleran/status/1834771745888518280)  2024-09-14T01:50Z [----] followers, [---] engagements


"Just give it a couple years @agnostoxxx Why don't we just take inflation back to 10% while we are at it @agnostoxxx Why don't we just take inflation back to 10% while we are at it"  
[X Link](https://x.com/BR_Kelleran/status/1835893516138148145)  2024-09-17T04:08Z [----] followers, [---] engagements


"@FollowTheScien8 Nope. I dont have any enemies in Russia or the Middle East"  
[X Link](https://x.com/BR_Kelleran/status/1838399208178823428)  2024-09-24T02:05Z [----] followers, [--] engagements


"@lasse108 Take a look at $SOC before adding to $BORR. Still very bullish on $BORR but I think the train is leaving the station on Sable"  
[X Link](https://x.com/BR_Kelleran/status/1838590665711849487)  2024-09-24T14:45Z [----] followers, [----] engagements


"Twitter needs a feature where you can filter out all of the garbage tweets when you type in a stock ticker. I don't care what stocks are set and ready for a run up and I don't care what the shitcoin pumpers are talking about"  
[X Link](https://x.com/anyuser/status/1839341703016358374)  2024-09-26T16:30Z [----] followers, [----] engagements


"@BichonRedux @HiddenRockCap that doesnt matter to algos. We will a get more pieces like it before the election. Im partial to $SOC but I do think energy stocks catch a bid soon"  
[X Link](https://x.com/BR_Kelleran/status/1839432425438683473)  2024-09-26T22:30Z [----] followers, [---] engagements


"@Nesjamag @FT The market is pricing Permian shale growing forever OPEC supply returning before the end of [----] and the big one is no war in the middle east. People talk about oil and gold having a geopolitical component but right now that is only showing up in gold imo"  
[X Link](https://x.com/BR_Kelleran/status/1840021411580252417)  2024-09-28T13:31Z [----] followers, [--] engagements


"@ICBarrett @FoamOnTheRunway @CorneliaLake @imetatronink @LeeBTConsulting @ArmchairW I would take anything Kushner says on the issue with a grain of salt. Possibly the whole salt shaker"  
[X Link](https://x.com/BR_Kelleran/status/1840280297738481703)  2024-09-29T06:39Z [----] followers, [--] engagements


"A look inside the editors offices at the big financial media companies. Oils up two days in a row Quick run the @WSJ article. Which one Increasing supply from OPEC to take market share or OPEC saying oil can drop to $50 a barrel Well we ran the article saying OPEC is increasing supply and abandoning their $100 per barrel price target last week in @FT. Lets go with the other one this week. What are we going to do next week sir Hope the Middle East isnt in flames and figure it out when we get there. We will probably have @business run the headline next week"  
[X Link](https://x.com/BR_Kelleran/status/1841545187941875991)  2024-10-02T18:26Z [----] followers, [----] engagements


"I wrote a post that is up this morning on a couple speculations I find interesting for the next couple years. I talk about the difference between batting average and slugging percentage and how it applies to investing. $SOC $NMM $BTU $ENVX $SBSW $URNM Link in bio"  
[X Link](https://x.com/BR_Kelleran/status/1841839440727273762)  2024-10-03T13:55Z [----] followers, [----] engagements


"My weekly post is up this morning with two of my favorite videos this week complete with a rant on what is going on in the aftermath of Hurricane Helene and how it might impact supply chains. I also talked briefly about recent news out of $CLMT and $SOC. Link in bio"  
[X Link](https://x.com/BR_Kelleran/status/1842946900879925249)  2024-10-06T15:15Z [----] followers, [----] engagements


"My post on the current situation with $SOC all the recent news with the CCC and the short report is up this morning. I talked about the OSFM the Consent Decree Federal Preemption and the recent insider transaction from the CEO as well. Check it out below:"  
[X Link](https://x.com/anyuser/status/1844377882103324878)  2024-10-10T14:02Z [----] followers, 14.9K engagements


"If youre interested in $SOC or you read my post this morning and you have some questions feel free to drop in. We will be starting in a couple hours. Set a reminder for my upcoming Space https://t.co/TSycm9ehIn Set a reminder for my upcoming Space https://t.co/TSycm9ehIn"  
[X Link](https://x.com/BR_Kelleran/status/1844422757876215937)  2024-10-10T17:00Z [----] followers, [----] engagements


"My podcast with the greatest trader in the plant kingdom @agnostoxxx is up this morning. We talked about oil platinum coal tin and other things going on in the market. Check it out below:"  
[X Link](https://x.com/anyuser/status/1846899443955913039)  2024-10-17T13:01Z [----] followers, 11.9K engagements


"I have looked at it but as one of my buddies keeps pointing out they are going to massively reduce their interest expense. Im not sure I see the massive upside some have talked about but $CLMT (the business) is worth a lot more today than it was before the announcement. Obviously that doesnt mean the stock will reflect that overnight tho"  
[X Link](https://x.com/BR_Kelleran/status/1846972542843596852)  2024-10-17T17:52Z [----] followers, [---] engagements


"What are the odds $SOC turns into a meme stock when they announce first production @CorneliaLake SOC has done everything right and followed the difficult CA process to a T. The consent decree has been agreed to by all relevant Parties (especially federal agencies)and takes precedent over any random state commission. The CCC and SLC know this and are just being true to @CorneliaLake SOC has done everything right and followed the difficult CA process to a T. The consent decree has been agreed to by all relevant Parties (especially federal agencies)and takes precedent over any random state"  
[X Link](https://x.com/anyuser/status/1847013384887169243)  2024-10-17T20:34Z [----] followers, [----] engagements


"@atlcontrarian @CorneliaLake @PhilMickelson I wouldnt mind an $SOC happy hour or something like that. Would have to include @100xCompounding and @JasonStrom84409 tho"  
[X Link](https://x.com/BR_Kelleran/status/1847025743852982758)  2024-10-17T21:23Z [----] followers, [---] engagements


"Looks like I wasnt optimistic enough with my guesstimate on the electoral map last week"  
[X Link](https://x.com/BR_Kelleran/status/1854004306070147534)  2024-11-06T03:34Z [----] followers, [---] engagements


"My podcast with @EMBurlingame is up this morning. We discussed the Presidential Election the different factions of power around the world and the future of the US. Check it out below:"  
[X Link](https://x.com/BR_Kelleran/status/1854563919832232161)  2024-11-07T16:37Z [----] followers, [----] engagements


"I wrote a quick update on $SOC and some of the recent drama with the CCC. I also talked briefly about Li Lu buying over 1.3M shares. It's free for everybody to read. Check it out below:"  
[X Link](https://x.com/BR_Kelleran/status/1857447618047295791)  2024-11-15T15:36Z [----] followers, [----] engagements


"Capital markets no longer exist to value assets or fund businesses. Not anymore. Entire sections of the market have turned into the worlds largest casino and apparently you gotta dance while the music is playing. You can almost hear the slot machines in the background. Given high demand we upsized our $MSTR offering of 0% convertible bonds due [----] from $1.75 billion to $2.6 billion including a $400 million greenshoe option and priced it at a 55% conversion premium. Given high demand we upsized our $MSTR offering of 0% convertible bonds due [----] from $1.75 billion to $2.6 billion including a"  
[X Link](https://x.com/BR_Kelleran/status/1859239482731692184)  2024-11-20T14:16Z [----] followers, [----] engagements

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