#  @Riccardino999 Mr Rhino Mr Rhino posts on X about $xom, debt, $bak, $lyb the most. They currently have [-----] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1551188485792563201/interactions)  - [--] Week [------] -31% - [--] Month [------] +37% - [--] Months [-------] +37% - [--] Year [-------] +41% ### Mentions: [--] [#](/creator/twitter::1551188485792563201/posts_active)  - [--] Month [---] +15% - [--] Months [---] +91% - [--] Year [---] +48% ### Followers: [-----] [#](/creator/twitter::1551188485792563201/followers)  - [--] Week [-----] +0.38% - [--] Month [-----] +2.40% - [--] Months [-----] +20% - [--] Year [-----] +54% ### CreatorRank: [---------] [#](/creator/twitter::1551188485792563201/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 22.64% [finance](/list/finance) 18.87% [countries](/list/countries) 13.21% [currencies](/list/currencies) 3.77% [social networks](/list/social-networks) 1.89% [technology brands](/list/technology-brands) 1.89% [cryptocurrencies](/list/cryptocurrencies) 1.89% **Social topic influence** [$xom](/topic/$xom) #33, [debt](/topic/debt) #1398, [$bak](/topic/$bak) #10, [$lyb](/topic/$lyb) #11, [$ce](/topic/$ce) #5, [$hun](/topic/$hun) #33, [$emn](/topic/$emn) #2, [$wlk](/topic/$wlk) #2, [$tse](/topic/$tse) #1, [$shel](/topic/$shel) #2 **Top accounts mentioned or mentioned by** [@onlytheyruth](/creator/undefined) [@workyj](/creator/undefined) [@golfnut48846224](/creator/undefined) [@bazza1313](/creator/undefined) [@huntforcatalyst](/creator/undefined) [@kingkev1974](/creator/undefined) [@korwraith](/creator/undefined) [@tommydeepwater](/creator/undefined) [@finengnet](/creator/undefined) [@bobinvest](/creator/undefined) [@fin_eng_net](/creator/undefined) [@homers2973](/creator/undefined) [@kor_wraith](/creator/undefined) **Top assets mentioned** [Exxon Mobil (XOM)](/topic/$xom) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Celanese Corporation (CE)](/topic/$ce) [Huntsman Corporation (HUN)](/topic/$hun) [Eastman Chemical Company (EMN)](/topic/$emn) [Westlake Chemical, Corp. (WLK)](/topic/$wlk) [BP p.l.c. (BP)](/topic/$bp) [Absci Corporation (ABSI)](/topic/$absi) [PepsiCo, Inc. (PEP)](/topic/$pep) [TotalEnergies SE (TTE)](/topic/$tte) [MyShell Token (SHELL)](/topic/$shell) [The Magnum Ice Cream Company N.V. (MICC)](/topic/$micc) [Unilever plc (UL)](/topic/$ul) [Kraft Heinz Co (KHC)](/topic/$khc) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Realio Network (RIO)](/topic/$rio) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) ### Top Social Posts Top posts by engagements in the last [--] hours "$absi #absi #absci corp Open interest for [-----] calls at different strikes for Feb [--] Implied vol 100% This is around 2% of the total company Company is due to publish results for a phase 1/2 clinical trial Anyone following Looks like something is brewing here Views" [X Link](https://x.com/Riccardino999/status/1999795628893958640) 2025-12-13T10:56Z [----] followers, [----] engagements "$bak $lyb $ce $hun $emn $wlk $tse $xom $shel #oott One sector to watch in [----] is petrochemicals Currently experiencing a deep through with margins well below norm and plant closures announced. There's a technical shift towards more efficient ethane cracking units away from" [X Link](https://x.com/Riccardino999/status/2006330137881759996) 2025-12-31T11:42Z [----] followers, [----] engagements "#kmr #kenmare resources Two things from today's update 1) the impairment is related to the new mining conditions which obviously will not be as good as the other 2) the renewal of the licence is a much bigger issue than the company makes it out to be Recent issues with" [X Link](https://x.com/Riccardino999/status/2013960199803924691) 2026-01-21T13:01Z [----] followers, [---] engagements "Mozal (south32) should be a warning Curious to understand more here It's a company I like a lot impacted by temporary softness in pricing that is overlevered The ingredients for a multi bag are there you just need to get the timing right And the timing is not now" [X Link](https://x.com/Riccardino999/status/2013960203088052554) 2026-01-21T13:01Z [----] followers, [---] engagements "@kingkev1974 I have taken a brief look at Ng It's not a bad proposition considering they are partnering with m&p However consider [--] things 50% dilution coming so 396m shares The 8$ NAT gas local in Colombia can be arbitraged away by lng arriving from the gulf The 2p NPV for the" [X Link](https://x.com/Riccardino999/status/2015474289420419401) 2026-01-25T17:18Z [----] followers, [--] engagements "$bak $lyb $ce $hun $emn $wlk $tse $xom $shel #petrochemicals From #xom results Chemicals margins weakened again in q4 The interesting bit is that despite record demand they continue to have issues with overcapacity. The trough of the cycle in #chemicals is still not here" [X Link](https://x.com/Riccardino999/status/2017244748969382188) 2026-01-30T14:33Z [----] followers, [----] engagements "#pep $pep #pepsico Very bland results today The stock after the recent rally is even more overvalued and yields less than a 10yr treasury Any headwinds coming from secular changes in consumption in snacks and fizzy drinks could wreak havoc here (similar to #dge with alcohol" [X Link](https://x.com/Riccardino999/status/2018804554457104422) 2026-02-03T21:51Z [----] followers, [---] engagements "#oil #oott Very interesting post Based on the graph below the capital intensity for deep water Latam new projects is around 40-50000$ per barrel of production. This makes them incredibly sensitive to the oil price and the netback Anyone has days for other areas or the irr" [X Link](https://x.com/Riccardino999/status/2020456635819331672) 2026-02-08T11:16Z [----] followers, [----] engagements "@TommyDeepwater Really interesting post I wonder what the target irr is for all these deep water projects" [X Link](https://x.com/Riccardino999/status/2020456756275552362) 2026-02-08T11:16Z [----] followers, [---] engagements "@bazza1313 The balance sheet has been addressed and they have a path to growth I think the market has been too punishing today The whole sector trades at depressed level so a bid might be dilutive or difficult to finance for most of the majors But let's see if anything comes" [X Link](https://x.com/Riccardino999/status/2021261988328849652) 2026-02-10T16:36Z [----] followers, [--] engagements "@Onlytheyruth Is there any reason for you to be rude and insulting Btw you find out the hard way If you truly are a long term hemo investor you are sitting on massive losses. 😘" [X Link](https://x.com/Riccardino999/status/2021262540013986060) 2026-02-10T16:38Z [----] followers, [--] engagements "#ree #altona rare earths You might want to follow the accounts who tweet about upcoming news. Not those who disclose they own a stock once it has moved 50%🙂😉 Be smart. Don't be a sheep" [X Link](https://x.com/Riccardino999/status/2020930680352370714) 2026-02-09T18:39Z [----] followers, [----] engagements "#bp $bp as expected the low oil prices have translated into lower profits As a result Capex has been cut by 1bn$ to 13bn$ and buybacks suspended The dividend is safe and these measures should allow for net debt to fall to around 18-19bn$ by year end organically The 4bn$ in" [X Link](https://x.com/Riccardino999/status/2021141255644754374) 2026-02-10T08:36Z [----] followers, [---] engagements "#bp $bp The bright spot in the results was buried deep And it's the first estimate for the size of Bumerangue 8bn barrels of liquids Split 50-50 oil and condensate That means API is quite high For comparison Buzios the largest offshore oilfield in the world is 11bn barrels" [X Link](https://x.com/Riccardino999/status/2021146135239303208) 2026-02-10T08:56Z [----] followers, [---] engagements "Buzios will reach 2million barrels a day of production in [----] using up to [--] FPSO Capex to develop was estimated to be around 23bn$ with breakeven around 30$ a barrel So in theory #bp could go it alone to develop Bumerangue at a rate of 4-5bn$ a year and add over 50bn$ in Npv" [X Link](https://x.com/Riccardino999/status/2021146139207020705) 2026-02-10T08:56Z [----] followers, [---] engagements "Appraisal will start later in [--] And with this size they ll think and probably find a solution for the high co2 content The read across is also that you might have a conjugate basin play in ultra deep waters off Angola And that explains recent interest from $xom and $shell" [X Link](https://x.com/Riccardino999/status/2021146142973608220) 2026-02-10T08:56Z [----] followers, [---] engagements "#ulvr #micc You can directly see how the market is not efficient anymore $ulvr #unilever has become smaller after the demerger. Passive and index funds are buying the stock to go back at benchmark Meanwhile $micc is being slowly sold by the same funds as it's not in any index" [X Link](https://x.com/Riccardino999/status/1998418758415888427) 2025-12-09T15:45Z [----] followers, [---] engagements "#fevr #fevertree Wow Great update revenue up 3% (Below inflation) The much decanted partnership with Molson Coors has delivered 3% revenue growth in the USA Meanwhile the UK is struggling -2% This is a stock that is supported by the buybacks once they finish so will" [X Link](https://x.com/Riccardino999/status/2016831441745711134) 2026-01-29T11:11Z [----] followers, [---] engagements "@Fin_Eng_Net Look no offence But they just hit an 8bn barrels deposit offshore Brazil Reserve replacement is not an issue Plus fcf is diverted from buybacks to debt and this should make a dent I m not as negative as others on #bp Plus this whole sector is rerating" [X Link](https://x.com/Riccardino999/status/2021260204747157884) 2026-02-10T16:29Z [----] followers, [---] engagements "#khc $khc #kraftheinz The reason why #khc pulled the de-merger is because the North American grocery stub is in big trouble. Sales decline of -5% mean that the valuation for the grocery stub would have been minimal And the sum of the parts would have been worth less than now" [X Link](https://x.com/Riccardino999/status/2021703264002052340) 2026-02-11T21:49Z [----] followers, [---] engagements "#rio #glen $rio $glen Merger has been called off I reckon the premium Rio tinto was willing to pay was too small I guess the overall signals that come out of this is that the two groups are fairly valued and it's difficult to extract synergies or achieve value accretive" [X Link](https://x.com/Riccardino999/status/2019509415494447154) 2026-02-05T20:32Z [----] followers, [---] engagements "#nesn $nesn Interesting transaction The water business generates 500m in EBITDA With #nestle looking for an 8bn EV 5bn$ equity and 3bn debt (6x EBITDA) Nestl adds Deutsche Bank as 5bn water business sale gathers pace Private Equity Insights" [X Link](https://x.com/Riccardino999/status/2019912575509754345) 2026-02-06T23:14Z [----] followers, [---] engagements "$bak $lyb $ce $hun $emn $wlk $tse $xom $shel Interesting take and bear case scenario China will simply not cut capacity in #petrochemicals while being a net importer Also expect more supply coming from retrofitting existing high cost units This could potentially mean either" [X Link](https://x.com/Riccardino999/status/2021631648303854079) 2026-02-11T17:05Z [----] followers, [---] engagements "More cuts in production in Japan Korea and Europe (while low cost US and middle east struggle) Or possibly the emergence of an archipelago scenario With global macro regions producers protected by tariffs Scenario [--] you avoid the sector Scenario [--] you buy USA products" [X Link](https://x.com/Riccardino999/status/2021631651831291975) 2026-02-11T17:05Z [----] followers, [---] engagements "The proposed investment in 600m$ in marketing ignores the fundamental problem that a good chunk of brands (Velveeta or Mac and cheese) are obsolete due to changing consumer habits. Guidance for [--] is for sales falling again by 3-5% Net debt continues to increase and will become" [X Link](https://x.com/Riccardino999/status/2021703266715750477) 2026-02-11T21:49Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Riccardino999 Mr RhinoMr Rhino posts on X about $xom, debt, $bak, $lyb the most. They currently have [-----] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 22.64% finance 18.87% countries 13.21% currencies 3.77% social networks 1.89% technology brands 1.89% cryptocurrencies 1.89%
Social topic influence $xom #33, debt #1398, $bak #10, $lyb #11, $ce #5, $hun #33, $emn #2, $wlk #2, $tse #1, $shel #2
Top accounts mentioned or mentioned by @onlytheyruth @workyj @golfnut48846224 @bazza1313 @huntforcatalyst @kingkev1974 @korwraith @tommydeepwater @finengnet @bobinvest @fin_eng_net @homers2973 @kor_wraith
Top assets mentioned Exxon Mobil (XOM) Braskem S.A. American Depositary Shares (BAK) LyondellBasell Industries NV (LYB) Celanese Corporation (CE) Huntsman Corporation (HUN) Eastman Chemical Company (EMN) Westlake Chemical, Corp. (WLK) BP p.l.c. (BP) Absci Corporation (ABSI) PepsiCo, Inc. (PEP) TotalEnergies SE (TTE) MyShell Token (SHELL) The Magnum Ice Cream Company N.V. (MICC) Unilever plc (UL) Kraft Heinz Co (KHC) Rio Tinto plc (RIO) Realio Network (RIO) Deutsche Bank Aktiengesellschaft (DB)
Top posts by engagements in the last [--] hours
"$absi #absi #absci corp Open interest for [-----] calls at different strikes for Feb [--] Implied vol 100% This is around 2% of the total company Company is due to publish results for a phase 1/2 clinical trial Anyone following Looks like something is brewing here Views"
X Link 2025-12-13T10:56Z [----] followers, [----] engagements
"$bak $lyb $ce $hun $emn $wlk $tse $xom $shel #oott One sector to watch in [----] is petrochemicals Currently experiencing a deep through with margins well below norm and plant closures announced. There's a technical shift towards more efficient ethane cracking units away from"
X Link 2025-12-31T11:42Z [----] followers, [----] engagements
"#kmr #kenmare resources Two things from today's update 1) the impairment is related to the new mining conditions which obviously will not be as good as the other 2) the renewal of the licence is a much bigger issue than the company makes it out to be Recent issues with"
X Link 2026-01-21T13:01Z [----] followers, [---] engagements
"Mozal (south32) should be a warning Curious to understand more here It's a company I like a lot impacted by temporary softness in pricing that is overlevered The ingredients for a multi bag are there you just need to get the timing right And the timing is not now"
X Link 2026-01-21T13:01Z [----] followers, [---] engagements
"@kingkev1974 I have taken a brief look at Ng It's not a bad proposition considering they are partnering with m&p However consider [--] things 50% dilution coming so 396m shares The 8$ NAT gas local in Colombia can be arbitraged away by lng arriving from the gulf The 2p NPV for the"
X Link 2026-01-25T17:18Z [----] followers, [--] engagements
"$bak $lyb $ce $hun $emn $wlk $tse $xom $shel #petrochemicals From #xom results Chemicals margins weakened again in q4 The interesting bit is that despite record demand they continue to have issues with overcapacity. The trough of the cycle in #chemicals is still not here"
X Link 2026-01-30T14:33Z [----] followers, [----] engagements
"#pep $pep #pepsico Very bland results today The stock after the recent rally is even more overvalued and yields less than a 10yr treasury Any headwinds coming from secular changes in consumption in snacks and fizzy drinks could wreak havoc here (similar to #dge with alcohol"
X Link 2026-02-03T21:51Z [----] followers, [---] engagements
"#oil #oott Very interesting post Based on the graph below the capital intensity for deep water Latam new projects is around 40-50000$ per barrel of production. This makes them incredibly sensitive to the oil price and the netback Anyone has days for other areas or the irr"
X Link 2026-02-08T11:16Z [----] followers, [----] engagements
"@TommyDeepwater Really interesting post I wonder what the target irr is for all these deep water projects"
X Link 2026-02-08T11:16Z [----] followers, [---] engagements
"@bazza1313 The balance sheet has been addressed and they have a path to growth I think the market has been too punishing today The whole sector trades at depressed level so a bid might be dilutive or difficult to finance for most of the majors But let's see if anything comes"
X Link 2026-02-10T16:36Z [----] followers, [--] engagements
"@Onlytheyruth Is there any reason for you to be rude and insulting Btw you find out the hard way If you truly are a long term hemo investor you are sitting on massive losses. 😘"
X Link 2026-02-10T16:38Z [----] followers, [--] engagements
"#ree #altona rare earths You might want to follow the accounts who tweet about upcoming news. Not those who disclose they own a stock once it has moved 50%🙂😉 Be smart. Don't be a sheep"
X Link 2026-02-09T18:39Z [----] followers, [----] engagements
"#bp $bp as expected the low oil prices have translated into lower profits As a result Capex has been cut by 1bn$ to 13bn$ and buybacks suspended The dividend is safe and these measures should allow for net debt to fall to around 18-19bn$ by year end organically The 4bn$ in"
X Link 2026-02-10T08:36Z [----] followers, [---] engagements
"#bp $bp The bright spot in the results was buried deep And it's the first estimate for the size of Bumerangue 8bn barrels of liquids Split 50-50 oil and condensate That means API is quite high For comparison Buzios the largest offshore oilfield in the world is 11bn barrels"
X Link 2026-02-10T08:56Z [----] followers, [---] engagements
"Buzios will reach 2million barrels a day of production in [----] using up to [--] FPSO Capex to develop was estimated to be around 23bn$ with breakeven around 30$ a barrel So in theory #bp could go it alone to develop Bumerangue at a rate of 4-5bn$ a year and add over 50bn$ in Npv"
X Link 2026-02-10T08:56Z [----] followers, [---] engagements
"Appraisal will start later in [--] And with this size they ll think and probably find a solution for the high co2 content The read across is also that you might have a conjugate basin play in ultra deep waters off Angola And that explains recent interest from $xom and $shell"
X Link 2026-02-10T08:56Z [----] followers, [---] engagements
"#ulvr #micc You can directly see how the market is not efficient anymore $ulvr #unilever has become smaller after the demerger. Passive and index funds are buying the stock to go back at benchmark Meanwhile $micc is being slowly sold by the same funds as it's not in any index"
X Link 2025-12-09T15:45Z [----] followers, [---] engagements
"#fevr #fevertree Wow Great update revenue up 3% (Below inflation) The much decanted partnership with Molson Coors has delivered 3% revenue growth in the USA Meanwhile the UK is struggling -2% This is a stock that is supported by the buybacks once they finish so will"
X Link 2026-01-29T11:11Z [----] followers, [---] engagements
"@Fin_Eng_Net Look no offence But they just hit an 8bn barrels deposit offshore Brazil Reserve replacement is not an issue Plus fcf is diverted from buybacks to debt and this should make a dent I m not as negative as others on #bp Plus this whole sector is rerating"
X Link 2026-02-10T16:29Z [----] followers, [---] engagements
"#khc $khc #kraftheinz The reason why #khc pulled the de-merger is because the North American grocery stub is in big trouble. Sales decline of -5% mean that the valuation for the grocery stub would have been minimal And the sum of the parts would have been worth less than now"
X Link 2026-02-11T21:49Z [----] followers, [---] engagements
"#rio #glen $rio $glen Merger has been called off I reckon the premium Rio tinto was willing to pay was too small I guess the overall signals that come out of this is that the two groups are fairly valued and it's difficult to extract synergies or achieve value accretive"
X Link 2026-02-05T20:32Z [----] followers, [---] engagements
"#nesn $nesn Interesting transaction The water business generates 500m in EBITDA With #nestle looking for an 8bn EV 5bn$ equity and 3bn debt (6x EBITDA) Nestl adds Deutsche Bank as 5bn water business sale gathers pace Private Equity Insights"
X Link 2026-02-06T23:14Z [----] followers, [---] engagements
"$bak $lyb $ce $hun $emn $wlk $tse $xom $shel Interesting take and bear case scenario China will simply not cut capacity in #petrochemicals while being a net importer Also expect more supply coming from retrofitting existing high cost units This could potentially mean either"
X Link 2026-02-11T17:05Z [----] followers, [---] engagements
"More cuts in production in Japan Korea and Europe (while low cost US and middle east struggle) Or possibly the emergence of an archipelago scenario With global macro regions producers protected by tariffs Scenario [--] you avoid the sector Scenario [--] you buy USA products"
X Link 2026-02-11T17:05Z [----] followers, [---] engagements
"The proposed investment in 600m$ in marketing ignores the fundamental problem that a good chunk of brands (Velveeta or Mac and cheese) are obsolete due to changing consumer habits. Guidance for [--] is for sales falling again by 3-5% Net debt continues to increase and will become"
X Link 2026-02-11T21:49Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::Riccardino999