# ![@Secrets4stocks Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1552724892398780418.png) @Secrets4stocks Modern_Investing

Modern_Investing posts on X about link, $gprk, $pbr, market the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1552724892398780418/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1552724892398780418/c:line/m:interactions.svg)

- [--] Week [------] +49%
- [--] Month [------] +20%
- [--] Months [-------] -24%
- [--] Year [-------] -46%

### Mentions: [--] [#](/creator/twitter::1552724892398780418/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1552724892398780418/c:line/m:posts_active.svg)

- [--] Week [--] -3.50%
- [--] Month [---] -4.10%
- [--] Months [---] +70%
- [--] Year [---] -28%

### Followers: [-----] [#](/creator/twitter::1552724892398780418/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1552724892398780418/c:line/m:followers.svg)

- [--] Week [-----] +0.24%
- [--] Month [-----] +0.68%
- [--] Months [-----] +9.70%
- [--] Year [-----] +24%

### CreatorRank: [---------] [#](/creator/twitter::1552724892398780418/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1552724892398780418/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  49.29% [countries](/list/countries)  29.29% [stocks](/list/stocks)  26.43% [cryptocurrencies](/list/cryptocurrencies)  17.86% [currencies](/list/currencies)  4.29% [technology brands](/list/technology-brands)  2.86% [automotive brands](/list/automotive-brands)  0.71% [social networks](/list/social-networks)  0.71% [financial services](/list/financial-services)  0.71% [celebrities](/list/celebrities)  0.71%

**Social topic influence**
[link](/topic/link) 22.14%, [$gprk](/topic/$gprk) 18.57%, [$pbr](/topic/$pbr) #13, [market](/topic/market) #2179, [oil](/topic/oil) #694, [company](/topic/company) 10.71%, [$vale](/topic/$vale) #17, [dividend](/topic/dividend) 10%, [stocks](/topic/stocks) 10%, [in the](/topic/in-the) 9.29%

**Top accounts mentioned or mentioned by**
[@ttt_financial](/creator/undefined) [@walterschloss](/creator/undefined) [@starfi1860](/creator/undefined) [@biblapmatch](/creator/undefined) [@tintincapital](/creator/undefined) [@leonelissen](/creator/undefined) [@geigercapital](/creator/undefined) [@tyrael21x](/creator/undefined) [@grtmarc](/creator/undefined) [@tomppajo](/creator/undefined) [@noalgos](/creator/undefined) [@kacperpkch](/creator/undefined) [@dedeeyesan](/creator/undefined) [@hanseoulohno](/creator/undefined) [@escvel0city11](/creator/undefined) [@jeremie0117](/creator/undefined) [@joevalue](/creator/undefined) [@nigelwoodman](/creator/undefined) [@johnie36149708](/creator/undefined) [@tttfinancial](/creator/undefined)

**Top assets mentioned**
[PolkaBridge (PBR)](/topic/$pbr) [VALE S.A. (VALE)](/topic/$vale) [Gerdau S.A. (GGB)](/topic/$ggb) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [Ecopetrol S.A (EC)](/topic/$ec) [Alibaba Group (BABA)](/topic/$baba) [YPF Sociedad Anonima (YPF)](/topic/$ypf) [Colgate-Palmolive Company (CL)](/topic/$cl) [Exxon Mobil (XOM)](/topic/$xom) [American Airlines Group Inc (AAL)](/topic/$aal) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"What an incredible start to the year. Norwegian part of the portfolio up by 6% today $OTL $VAR $VAR.OL $OKEA #OOTT"  
[X Link](https://x.com/Secrets4stocks/status/1874819629203554518)  2025-01-02T14:06Z [----] followers, [----] engagements


"Does anyone have a view on $MAU Maurel & Prom French E&P with operations in Africa and South America. Objectively cheap with large reserves a nice dividend and a 20.5% stake in $SEPL. The Venezuelan assets are a wildcard. I dont understand how they can still operate there 🤷"  
[X Link](https://x.com/Secrets4stocks/status/1949967989782045122)  2025-07-28T22:59Z [----] followers, [----] engagements


"Fingers crossed🤞 $GPRK $EC $PXT $PBR #OOTT"  
[X Link](https://x.com/Secrets4stocks/status/1951412499976532102)  2025-08-01T22:39Z [----] followers, [----] engagements


"I think an equally weighted basked of Johnson Matthey $JMAT Hunting plc $HTG and DCC plc $DCC.L will outperform a lot in the next few years. These are my [--] top stocks from the UK"  
[X Link](https://x.com/Secrets4stocks/status/1962251463326830810)  2025-08-31T20:29Z [----] followers, [----] engagements


"Some charts for the people who love visuals $DCC $DCC.L"  
[X Link](https://x.com/Secrets4stocks/status/1963937359403143533)  2025-09-05T12:08Z [----] followers, [----] engagements


"Yesterday DCC plc announced that the group received regulatory approvals for the sale of the healthcare division. Until the end of the year the company expects to complete an additional [---] million tender offer. Nothing is stopping this train 🚂 $DCC.L $DCC #LSEG DCC plc is among my highest conviction ideas right now. The total shareholder return over the past [--] years is 6400%. How much would you pay for a serial acquirer that dominates the European liquid fuels market Currently the stock is trading at 11x EV/adjusted FCF $DCC.L $LSEG https://t.co/F0CWmhT1UU DCC plc is among my highest"  
[X Link](https://x.com/Secrets4stocks/status/1966106077721669890)  2025-09-11T11:46Z [----] followers, [----] engagements


"I am very bullish $JMAT Johnson Matthey. The forecasts for light vehicle sales are trending in a positive direction globally although I have to note that trucking is very weak right now. $JMAT is more exposed to heavy duty than its competitor $UMI which is why a rebound 1/x"  
[X Link](https://x.com/Secrets4stocks/status/1971227277578076265)  2025-09-25T14:56Z [----] followers, [----] engagements


"And here we are [--] month later. The acquirer goes steady. Two new acquisitions in Austria and the UK. DCC plc shares were up 3% indicating a positive first reaction 🚂 $DCC $DCC.L DCC plc $DCC $DCC.L is one of my new portfolio holdings that has grown profits and dividends at a 13% CAGR over [--] years. In November the company will launch a tender offer for 13% of its outstanding shares buying back shares at 10x P/FCF. Full pitch in my bio 🔗 https://t.co/LvLwHTzTfT DCC plc $DCC $DCC.L is one of my new portfolio holdings that has grown profits and dividends at a 13% CAGR over [--] years. In"  
[X Link](https://x.com/Secrets4stocks/status/1981117813243683116)  2025-10-22T21:57Z [----] followers, [----] engagements


"@taobanker Got some names for you: Vopak $JMAT (has to come down a bit though) $DCC.L"  
[X Link](https://x.com/Secrets4stocks/status/1981281450818212047)  2025-10-23T08:48Z [----] followers, [---] engagements


"@evfcfaddict @StockMKTNewz Cut everyone of these by 2% and put the commutative 10% into $DCC.L"  
[X Link](https://x.com/Secrets4stocks/status/1987172050331377714)  2025-11-08T14:55Z [----] followers, [---] engagements


"Just dropped the thesis on Vopak $VPK. 💎 More than [---] years of growth coupled with world-class assets trading at 7.5x P/FCF and a 6.5% shareholder yield. Indian assets are worth 27% of the market cap. Link in Bio 🔗 and first comment 💬"  
[X Link](https://x.com/Secrets4stocks/status/1992976354581581836)  2025-11-24T15:19Z [----] followers, [----] engagements


"Lets collect some ideas - 5%+ dividends - Moderate debt - Strong and proven business model with track record Please share 🫡🍸#FinTwit #FinX #Dividends"  
[X Link](https://x.com/Secrets4stocks/status/1993066293931786638)  2025-11-24T21:16Z [----] followers, [----] engagements


"Will make the start for some companies that fit or are close to fitting these points: $VPK $DTE $DCC ( $JMAT)"  
[X Link](https://x.com/Secrets4stocks/status/1993067608292430074)  2025-11-24T21:22Z [----] followers, [---] engagements


"DCC plc bought and cancelled 12% of its shares outstanding under the recent tender offer. Market cap down to 4.25bn. I remain long 🚂 $DCC $DCC.L"  
[X Link](https://x.com/Secrets4stocks/status/2002110138208174393)  2025-12-19T20:13Z [----] followers, [----] engagements


"I am actively buying more at these prices. The sell-off is unjustified and the stock is cheap. Thanks for the christmas gift. $DCC $DCC.L DCC plc is among my highest conviction ideas right now. The total shareholder return over the past [--] years is 6400%. How much would you pay for a serial acquirer that dominates the European liquid fuels market Currently the stock is trading at 11x EV/adjusted FCF $DCC.L $LSEG https://t.co/F0CWmhT1UU DCC plc is among my highest conviction ideas right now. The total shareholder return over the past [--] years is 6400%. How much would you pay for a serial"  
[X Link](https://x.com/Secrets4stocks/status/2003203373143818542)  2025-12-22T20:37Z [----] followers, [----] engagements


"@valuehurts I still see cheap valuations for $DCC.L $MTLN $MCB.L $JMAT & obviously $HTG.L (although you know that this is exposed to energy)"  
[X Link](https://x.com/Secrets4stocks/status/2004512121175101772)  2025-12-26T11:18Z [----] followers, [---] engagements


"This is beneficial for Johnson Matthey $JMAT as it reinforces the need for ICEs and the long runway for Platinum & palladium demand in the West where most of JMATs business is based in. The indefinite extension of the combustion engine ban in Europe has boosted platinum and palladium prices to multi year highs in December Further price gains are set to come due to more stringent compliance by car manufacturers with global emissions standards especially in The indefinite extension of the combustion engine ban in Europe has boosted platinum and palladium prices to multi year highs in December"  
[X Link](https://x.com/Secrets4stocks/status/2006761004164882935)  2026-01-01T16:14Z [----] followers, [----] engagements


"DCC plc has announced the acquisition of four businesses in Central/Eastern Europe for 42m. The train 🚂 keeps going and the company consolidates more and more of the European liquid gas market. $DCC $DCC.L"  
[X Link](https://x.com/Secrets4stocks/status/2012150306050838719)  2026-01-16T13:09Z [----] followers, [----] engagements


"Two positive developments for Metlen as they received a 90m loan from the EIB for the Gallium project and acquired another production unit for the defense business in Greece. $MTLN $MTLN.L Deal for Leopard tanks is pretty sweet and on top of that they sold some Chilean solar assets for $865m today. Stock up decently on these news. $MTLN $MTLN.L https://t.co/Cl2roA32RD Deal for Leopard tanks is pretty sweet and on top of that they sold some Chilean solar assets for $865m today. Stock up decently on these news. $MTLN $MTLN.L https://t.co/Cl2roA32RD"  
[X Link](https://x.com/Secrets4stocks/status/2012262620993110085)  2026-01-16T20:36Z [----] followers, [----] engagements


"Nigeria is highly interesting. I know that nobody cares but that makes it so beautiful. Rising capital inflows normalizing FX accelerating GDP growth and falling inflation. Hard to get access from a western perspective but I there are options. Write up later this month"  
[X Link](https://x.com/Secrets4stocks/status/2012516471931277818)  2026-01-17T13:24Z [----] followers, [----] engagements


"Gonna visit a Raytheon $RTX production site in Mai. How should I show up"  
[X Link](https://x.com/Secrets4stocks/status/2017721349343453370)  2026-01-31T22:07Z [----] followers, [---] engagements


"When a company reports earnings and calls it a reset you know it will be brutal. Volvo $VOLV closed down 22% after reporting disappointing results earlier today. While volumes are down (the industry has issues) EBITDA is fine and net cash is huge. CAPEX is just way to high"  
[X Link](https://x.com/Secrets4stocks/status/2019459963576369285)  2026-02-05T17:15Z [----] followers, [---] engagements


"Huge news from Metlen $MTLN. The construction arm of the business is establishing itself as one of the leading construction firms in Greece Should I do an update on the stock"  
[X Link](https://x.com/Secrets4stocks/status/2019478945138196631)  2026-02-05T18:31Z [----] followers, [----] engagements


"Not a crypto guy but BTC is probably a decent gamble here. Highest volume since August [--] [----] marked the bottom"  
[X Link](https://x.com/Secrets4stocks/status/2019527714055811481)  2026-02-05T21:45Z [----] followers, [---] engagements


"@walter_schloss Great minds"  
[X Link](https://x.com/Secrets4stocks/status/2019700380238745969)  2026-02-06T09:11Z [----] followers, [--] engagements


"@Geiger_Capital Poland clearly missing"  
[X Link](https://x.com/Secrets4stocks/status/2020100866317894062)  2026-02-07T11:42Z [----] followers, [---] engagements


"You can buy one of the cheapest West African based E&Ps with significant production growth less than [--] months at a massive discount. But nobody is ready for that discussion What do Shell TotalEnergies Chevron bp and ExxonMobil all have in common right now They're racing to lock up offshore drilling equipment for West Africa. They're paying premium prices to do it Why 🔹 Namibia: 6.2B barrels discovered first oil 2029-2030 🔹 Angola: $70B What do Shell TotalEnergies Chevron bp and ExxonMobil all have in common right now They're racing to lock up offshore drilling equipment for West Africa."  
[X Link](https://x.com/Secrets4stocks/status/2020491723558793625)  2026-02-08T13:35Z [----] followers, [----] engagements


"@Tyrael21X @Geiger_Capital Obviously depends on your definition of start. Poland already started laying rail tracks to the sight got approvals and investments ready"  
[X Link](https://x.com/Secrets4stocks/status/2020521808508670256)  2026-02-08T15:35Z [----] followers, [--] engagements


"@GrtMarc Last tip I give is Angola"  
[X Link](https://x.com/Secrets4stocks/status/2020531775697498479)  2026-02-08T16:14Z [----] followers, [---] engagements


"Metlen collapsed by 20% on Friday after an unexpected profit warning. I spend the weekend reflecting on the situation. My quick thoughts on the crash and recent developments at the company can be found at the link 🔗 in my bio Entirely FREE to read $MTLN $MTLN.L"  
[X Link](https://x.com/Secrets4stocks/status/2020831328158290235)  2026-02-09T12:05Z [----] followers, [----] engagements


"people who might care @tomppajo @Noalgos @Kacper_PK_CH @dede_eyesan @han_seoul_ohno @walter_schloss @escvel0city11 @jeremie0117 @JoeValue @biblapmatch @NigelWoodman @Johnie36149708 @Kacper_PK_CH @ttt_financial @SFarringtonBKC @Fin_Eng_Net @AxelGMueller @Tintincapital @LeoNelissen"  
[X Link](https://x.com/Secrets4stocks/status/2020832720155546100)  2026-02-09T12:10Z [----] followers, [---] engagements


"@tomppajo @Noalgos @Kacper_PK_CH @dede_eyesan @han_seoul_ohno @walter_schloss @escvel0city11 @jeremie0117 @JoeValue @biblapmatch @NigelWoodman @Johnie36149708 @ttt_financial @SFarringtonBKC @Fin_Eng_Net @AxelGMueller @Tintincapital @LeoNelissen The Petrobros🛢: @LOWO64 @Tonyforever2003 @lasse108 @DecentralizedDr @seethetrees1 @lavenderroute @deyhatemetoo @Jhadj_theos @ProvenReserves @LatamStocks @BestOnlineName1 @BR_Kelleran @ChedelFund @ShippingJoe @DanOHerrin @InvestInOnG @G_A_Wilson @Apparatchik_1 @tottaway22"  
[X Link](https://x.com/Secrets4stocks/status/2020832851919601998)  2026-02-09T12:11Z [----] followers, [---] engagements


"@CLcrille Ah we are talking corporate bonds. At first I was thinking of Austria"  
[X Link](https://x.com/Secrets4stocks/status/2020940542608277996)  2026-02-09T19:19Z [----] followers, [---] engagements


"When I was buying a few months ago I was feeling like stupid money which buys every dip. Maybe it pays to focus on reality rather than noise. $WDS $WDS.AX $WDS break $25.40ish and those 78m shorts are going to panic https://t.co/N1MQld5d22 $WDS break $25.40ish and those 78m shorts are going to panic https://t.co/N1MQld5d22"  
[X Link](https://x.com/Secrets4stocks/status/2020981313726021787)  2026-02-09T22:01Z [----] followers, [----] engagements


"At its peak the stock was +12% today. Everything I laid out in the thesis got confirmed 💪🤠 What a beautiful chart https://t.co/38kfhL4UzX What a beautiful chart https://t.co/38kfhL4UzX"  
[X Link](https://x.com/Secrets4stocks/status/2021535242352529683)  2026-02-11T10:42Z [----] followers, [---] engagements


"@fiat_money Yes. But the U.S. needs those foreign parties to constantly use the dollar in trade. In theory they then buy treasuries to park their cash"  
[X Link](https://x.com/Secrets4stocks/status/2021643023302496642)  2026-02-11T17:50Z [----] followers, [--] engagements


"@fiat_money Its about global influence. Sure you can isolate yourself but is that really in their interest"  
[X Link](https://x.com/Secrets4stocks/status/2021643802164003004)  2026-02-11T17:53Z [----] followers, [--] engagements


"These two bocks fundamentally shaped my investment style and character. If you have not read them yet do it ASAP @VicNiederhoffer"  
[X Link](https://x.com/Secrets4stocks/status/2021704562759876967)  2026-02-11T21:55Z [----] followers, [---] engagements


"I'm up today"  
[X Link](https://x.com/Secrets4stocks/status/2022001139865309211)  2026-02-12T17:33Z [----] followers, [----] engagements


"my baby is saving me by being up 4% today"  
[X Link](https://x.com/Secrets4stocks/status/2022003875214197195)  2026-02-12T17:44Z [----] followers, [---] engagements


"@walter_schloss 😭"  
[X Link](https://x.com/Secrets4stocks/status/2022271418923163703)  2026-02-13T11:27Z [----] followers, [---] engagements


"Oil demand will grow at the fastest pace in human history over the coming decade. #OOTT"  
[X Link](https://x.com/anyuser/status/1731327911561478153)  2023-12-03T15:01Z [----] followers, [----] engagements


"Oil prices and refining margins down for the 3rd quarter and $PBR was able to grow Net Income (in BRL) by 22% YoY. Ordinary dividend currently at 13%. Petrobras made $6.9 billion FCF vs. $11.3 billion for $XOM. Exxons market cap is 6.3x bigger"  
[X Link](https://x.com/anyuser/status/1854858108696231946)  2024-11-08T12:06Z [----] followers, [----] engagements


"Johnson Matthey is a UK-based Platinum Group Metals (PGMs) specialist. The company is the largest refiner of PGMs globally. Recently the company announced the divestment of a non-core division for 54% of the current market capCashflows are exploding. Link in Bio 🔗 $JMAT $SBSW"  
[X Link](https://x.com/anyuser/status/1954900292027232501)  2025-08-11T13:38Z [----] followers, [----] engagements


"Johnson Matthey $JMAT.L is the most obvious long right now. A business left for dead quietly rebuilding its former self and rewarding shareholders with significant buybacks & dividends. Meanwhile they sold one division to Honeywell $HON for half of the market cap. Link in Bio🔗"  
[X Link](https://x.com/Secrets4stocks/status/1956099512386138520)  2025-08-14T21:04Z [----] followers, [----] engagements


"Arlen is a stock you have probably never heard of. The company is a key supplier to the Polish army police border guards and firefighters. Adjusted FCF has grown 3x in [--] years while revenues have grown 60%. This is my [--] pager below 👇 $ARL $GPW $WIG"  
[X Link](https://x.com/anyuser/status/1957476525965820264)  2025-08-18T16:15Z [----] followers, 11.3K engagements


"DCC plc is among my highest conviction ideas right now. The total shareholder return over the past [--] years is 6400%. How much would you pay for a serial acquirer that dominates the European liquid fuels market Currently the stock is trading at 11x EV/adjusted FCF $DCC.L $LSEG"  
[X Link](https://x.com/anyuser/status/1963936460202995967)  2025-09-05T12:05Z [----] followers, 11.3K engagements


"DCC plc $DCC $DCC.L is one of my new portfolio holdings that has grown profits and dividends at a 13% CAGR over [--] years. In November the company will launch a tender offer for 13% of its outstanding shares buying back shares at 10x P/FCF. Full pitch in my bio 🔗"  
[X Link](https://x.com/anyuser/status/1972621482078683320)  2025-09-29T11:16Z [----] followers, [----] engagements


"Just making sure that we are on the same page. Petrobras $PBR Ecopetrol $EC & GeoPark $GPRK are dropping because South America is turning away from socialism Colombian energy stocks are dropping because oil is up and Petro will be gone soon New year same insanity"  
[X Link](https://x.com/Secrets4stocks/status/2008190064908751255)  2026-01-05T14:53Z [----] followers, [----] engagements


"Vale and Gerdau exploding to new highs (excluding dividends). Was a good decision to make the later my largest position in April [----]. Cyclicals are always difficult. Do you have the guts to lose money for months while everyone around you is getting rich🍸 $GGB $VALE"  
[X Link](https://x.com/Secrets4stocks/status/2008592105565012195)  2026-01-06T17:30Z [----] followers, [---] engagements


"I always get nervous when these guys get super bullish after $VALE & $GGB are up 90% since the bottom in April [----]. MORGAN STANLEY: BRAZIL BULL CASE UPSIDE PROJECTED AT [--] PERCENT THROUGH YE [----] https://t.co/AodfzkiMEK MORGAN STANLEY: BRAZIL BULL CASE UPSIDE PROJECTED AT [--] PERCENT THROUGH YE [----] https://t.co/AodfzkiMEK"  
[X Link](https://x.com/Secrets4stocks/status/2014454053107806592)  2026-01-22T21:44Z [----] followers, [----] engagements


"A detailed piece on my favorite idea with the best risk/reward ratio and imminent catalysts just got published. I have reached a point where I have to choose whether to go paid and provide more value or scale down the newsletter. The article is paywalled with a 7-day free trial"  
[X Link](https://x.com/anyuser/status/2015768499864383866)  2026-01-26T12:47Z [----] followers, [----] engagements


"1/x I told this story a few times already but in April during the tariff sell-off I was in class and my math teacher (ex-Jane Street btw) was teaching stochastic. I look at the charts and see everything bleeding. Without hesitation I put in orders for Gerdau $GGB $VALE etc 100% total return on $VALE since this post. Fun fact: Brazilian stocks are the cheapest equity market in the world when you look at earnings dividends cash flow and book value. I can already tell you this: if the commodity bull market runs for a few more quarters Brazilian https://t.co/ZJPflXNij9 100% total return on $VALE"  
[X Link](https://x.com/Secrets4stocks/status/2015780368251584747)  2026-01-26T13:34Z [----] followers, [----] engagements


"Did Brazil Just Take The Limitless Pill Brazilian Macro flows and comments on the Dollar free to read. Updates on Petrobras $PBR Gerdau $GGB $VALE & #RAIL3 for premium subs 📬 LINK at the usual place 🔗 $EWZ"  
[X Link](https://x.com/Secrets4stocks/status/2016860763181232483)  2026-01-29T13:07Z [----] followers, [----] engagements


"Its ironic. Two decades ago german companies bought half of the polish economy for cents on the dollar. Now watch how Poland buys german businesses as they go bankrupt one by one Polands largest lender PKO Bank plans to double its European branch network to keep up with local companies expanding beyond their home market https://t.co/u04Kzc1d9I Polands largest lender PKO Bank plans to double its European branch network to keep up with local companies expanding beyond their home market https://t.co/u04Kzc1d9I"  
[X Link](https://x.com/Secrets4stocks/status/2022271301507834093)  2026-02-13T11:27Z [----] followers, [----] engagements


"Highest closing price in [---] years with the highest weekly volume in at least [--] years We nailed this one. Have an amazing weekend ❤ At its peak the stock was +12% today. Everything I laid out in the thesis got confirmed 💪🤠 At its peak the stock was +12% today. Everything I laid out in the thesis got confirmed 💪🤠"  
[X Link](https://x.com/Secrets4stocks/status/2022663102094033223)  2026-02-14T13:23Z [----] followers, [---] engagements


"All $PBR shareholders after receiving their first dividend @seethetrees1 @G_A_Wilson @LOWO64 @Tonyforever2003"  
[X Link](https://x.com/anyuser/status/1694359023833739302)  2023-08-23T14:40Z [----] followers, [----] engagements


"$VOLUE is a Norwegian Tech stock that has the potential too become the Data-King of Europe: 💎 Market Leader in power software 🔥 Earnings expect to grow +100% over the next [---] years 🔥 Profiting from the Energy transition 🟢 94% upside A thread 🧵 Link in last tweet 👇"  
[X Link](https://x.com/anyuser/status/1697522066499469743)  2023-09-01T08:09Z [----] followers, [----] engagements


"@European_DGI $PKN Orlen: - Cheapest Energy stock I know of (P/E of 2) - 10% dividend and rising - Net Cash position of [--] Billion PLN - The E&P business is tiny but alone worth the entire market cap - The company is growing rapidly in Europe"  
[X Link](https://x.com/anyuser/status/1700849980641009702)  2023-09-10T12:33Z [----] followers, [----] engagements


"#Plus500 stock look like a no brainer: - I estimate 300m Net Income for [----] - They bough back like 17% of the shares outstanding ytd - 300m / [--] million shares = [---] $ EPS - Thats an P/E of [--] for a broker - The company is expending and returns on average 79% of profits"  
[X Link](https://x.com/anyuser/status/1703017727818928159)  2023-09-16T12:07Z [----] followers, 12K engagements


"$OTL: 1) Growing nicely 2) ROE of 30% 3) 20% FCF Yield 4) 60% insider ownership 5) Picks and shovels play on the oil & gas industry Stay tuned for my deep dive on them 👇"  
[X Link](https://x.com/anyuser/status/1713482023380132029)  2023-10-15T09:08Z [----] followers, 18K engagements


"Polish stocks are undervalued but there is political risk In this article I will explain everything about the elections and how they have changed my investment thesis is polish stocks Link in Bio $PKN #ORLEN #EUROSNACK #SYNEKTIK $PKO #Poland👇"  
[X Link](https://x.com/anyuser/status/1715679458047250489)  2023-10-21T10:40Z [----] followers, 10.7K engagements


"My Energy portfolio: - $VAR $PBR.A $IPCO $VALE - $OTL $NOA $DUR.AX - #Cash #OOTT"  
[X Link](https://x.com/anyuser/status/1716427577940656518)  2023-10-23T12:13Z [----] followers, [----] engagements


"#Guyana is the hottest oil place right now 👇 #OOTT"  
[X Link](https://x.com/anyuser/status/1717891155826810965)  2023-10-27T13:09Z [----] followers, [----] engagements


"Ok so you want to tell me that $BABA deserves to drop 7% after earrings with these numbers - [---] Billion FCF in one quarter = 24B annualized - 33% of market cap in Cash - Growing - EV/FCF is [--] - There are share buybacks & dividends in place"  
[X Link](https://x.com/anyuser/status/1725146775256764614)  2023-11-16T13:40Z [----] followers, 30.1K engagements


"$TBCG looks great: - Biggest bank in Georgia expanding into Uzbekistan 👏 27% ROE 🔥 P/E of [--] 👀 10% Dividend Yield 💎 23% CAGR ✅ Oliver Hughes joined the company"  
[X Link](https://x.com/anyuser/status/1725170437577904604)  2023-11-16T15:14Z [----] followers, [----] engagements


"New Stock pitch just went out ✅ - 20% FCF Yield 🔥 - 60% insider ownership 💎 - Backlog is 5.5x the current market cap - A gem in the energy industry $OTL $OTL.OL #OOTT LINK IN BIO 🙏"  
[X Link](https://x.com/anyuser/status/1726984271494283602)  2023-11-21T15:21Z [----] followers, 58.9K engagements


"New FREE () Deep Dive Lets dive into a very undervalued investment opportunity ✨ - 20% FCF Yield - 60% insider ownership - Huge Backlog - Best small cap dividend stock Norwegian Bank A thread 🧵 #StockPitch #HiddenGem $OTL $OTL.OL #OOTT New Stock pitch just went out ✅ - 20% FCF Yield 🔥 - 60% insider ownership 💎 - Backlog is 5.5x the current market cap - A gem in the energy industry $OTL $OTL.OL #OOTT LINK IN BIO 🙏 https://t.co/4NFoNijaMl New Stock pitch just went out ✅ - 20% FCF Yield 🔥 - 60% insider ownership 💎 - Backlog is 5.5x the current market cap - A gem in the energy industry $OTL"  
[X Link](https://x.com/anyuser/status/1727718428713087194)  2023-11-23T15:59Z [----] followers, 14.4K engagements


"When it feels scary to jump that is exactly when you jump New article on $SBSW $IMPUY just went live ✅ Link IN BIO 🙏"  
[X Link](https://x.com/anyuser/status/1728462647538970811)  2023-11-25T17:16Z [----] followers, 29.4K engagements


"I am going to publish this before the end of the year 🍸 SUBSCRIBE for FREE to receive the report 📨 LINK IN BIO 🙏 #POLAND"  
[X Link](https://x.com/anyuser/status/1735344608559718872)  2023-12-14T17:02Z [----] followers, [----] engagements


"Man is Maersk cheap❗"  
[X Link](https://x.com/Secrets4stocks/status/1736342687198912917)  2023-12-17T11:08Z [----] followers, [----] engagements


"This is the first time I did deep research on a country. Read my [--] page Report on Poland for FREE ✅ LINK IN BIO 🙏"  
[X Link](https://x.com/anyuser/status/1740064990974070961)  2023-12-27T17:39Z [----] followers, 34K engagements


"New deep dive just went live ✅ $YUMC is a high quality company with fantastic management and great capital allocation. Store count will grow by 50% till [----]. The balance sheet is rock solid and the margins are expanding LINK IN BIO 🙏"  
[X Link](https://x.com/anyuser/status/1753679610745593994)  2024-02-03T07:19Z [----] followers, 15.3K engagements


"The Lundin Family has a history of creating huge value for shareholders $IPCO @Will_I_amLundin"  
[X Link](https://x.com/anyuser/status/1755266591476929018)  2024-02-07T16:25Z [----] followers, [----] engagements


"New article just went live ✅ An update on $VAR and $OKEA as both are deeply undervalued Norwegian oil & gas stocks. LINK IN BIO 🙏"  
[X Link](https://x.com/anyuser/status/1756348264842924080)  2024-02-10T16:03Z [----] followers, [----] engagements


"KISS KEEP IT SIMPLE STUPID UBS $JPM and Exor are in. What do the people short this stock are even thinking $SBSW"  
[X Link](https://x.com/Secrets4stocks/status/1757792365585063987)  2024-02-14T15:42Z [----] followers, 25.1K engagements


"$OTL $OTL.OL earnings for Q4 are out 💥 ✅ Revenues +29% ✅ Net Income +36% ✅ FCF +100% driven by growth working capital and lower CAPEX. ✅ Expanding into LATAM and Africa ✅ NIBD/EBITDA cut in half () to 0.6x ✅ EV/FCF of [--] Great report 👏"  
[X Link](https://x.com/anyuser/status/1758519996349620408)  2024-02-16T15:53Z [----] followers, [----] engagements


"New article on Colombia and GeoPark stock just went live✅ Thanks to @calvinfroedge for sharing this idea 👏 LINK IN BIO 🙏 $GPRK $PXT.TO $EC"  
[X Link](https://x.com/anyuser/status/1758934747873493026)  2024-02-17T19:21Z [----] followers, 12.9K engagements


"Let me tell you why Air Astana is one of the most interesting stocks out there. The Airline has a 70% market share in Kazakhstan and is expanding rapidly. The stock is trading at an EV/FCF of [--] and Kazakhstans GDP per capita will grow by 6.5% p.a. LINK IN BIO 🙏"  
[X Link](https://x.com/anyuser/status/1761463672705024137)  2024-02-24T18:50Z [----] followers, [----] engagements


"New article just went live ✅ Why demand for oil & gas will continue to grow and why I remain massively long oil stocks. LINK IN BIO 🙏 #OOTT $GPRK $VAR $VAR.OL $PBR $PBR.A $OKEA $EC"  
[X Link](https://x.com/anyuser/status/1763996004901134758)  2024-03-02T18:33Z [----] followers, [----] engagements


"$GPRK GeoPark with an excellent earnings report and another reduction in shares outstanding ✅ A thread 🧵"  
[X Link](https://x.com/Secrets4stocks/status/1765790473883431383)  2024-03-07T17:23Z [----] followers, [----] engagements


"My Article on Petrobras: Whats behind the flash crash Just went live ✅ I go over the risks dividends capital allocation and share my thoughts 💭 LINK IN BIO 🙏"  
[X Link](https://x.com/Secrets4stocks/status/1766514690379657590)  2024-03-09T17:21Z [----] followers, 28.8K engagements


"Operationally the company is like Arnold Schwarzenegger in his prime. If you cant handle volatility you should find a hobby as fast as possible since you wont survive this market otherwise. - Modern Investing $PBR $PBR.A #OOTT My Article on Petrobras: Whats behind the flash crash Just went live ✅ I go over the risks dividends capital allocation and share my thoughts 💭 LINK IN BIO 🙏 https://t.co/ByEYt4zGhn My Article on Petrobras: Whats behind the flash crash Just went live ✅ I go over the risks dividends capital allocation and share my thoughts 💭 LINK IN BIO 🙏 https://t.co/ByEYt4zGhn"  
[X Link](https://x.com/anyuser/status/1766518059240423730)  2024-03-09T17:35Z [----] followers, 20.9K engagements


"This is bullish $GPRK and $PXT.TO. If we were to get a Milei/Bukele like president in Colombia you can bet that the Colombian stock market would go to the stratosphere"  
[X Link](https://x.com/Secrets4stocks/status/1766859488932364459)  2024-03-10T16:11Z [----] followers, [----] engagements


"Saudi Aramco generating $100B in FCF or 3.3x that of $PBR $PBR.A while having a market cap 20x as big"  
[X Link](https://x.com/Secrets4stocks/status/1766877289927631251)  2024-03-10T17:22Z [----] followers, 23.8K engagements


"New article on the EV & ESG narrative just went live ✅ Why Diesels are making a comeback and why a short squeeze in Platium is very likely 👇 LINK IN BIO 🙏 $AAL $IMPUY $SBSW #Platinum"  
[X Link](https://x.com/anyuser/status/1769094771178398194)  2024-03-16T20:13Z [----] followers, 27K engagements


"A thread on demand for PGMs #Platinum 🧵 1) If we plot GDP per Capita (x axis) & the amount of cars per 1k inhabitants (y axis) into a chart we can see that there is no such thing like a rich country with below [---] cars per 1k people. $SBSW $IMPUY $AAL New article on the EV & ESG narrative just went live ✅ Why Diesels are making a comeback and why a short squeeze in Platium is very likely 👇 LINK IN BIO 🙏 $AAL $IMPUY $SBSW #Platinum https://t.co/gqgJDFPXye New article on the EV & ESG narrative just went live ✅ Why Diesels are making a comeback and why a short squeeze in Platium is very"  
[X Link](https://x.com/anyuser/status/1769456627638231244)  2024-03-17T20:11Z [----] followers, [----] engagements


"New Deep Dive just went live 🍾 Hunting is an undervalued stock from the UK with several growth opportunities: ✅ The company is [---] years old ✅ The stock trades at 7x EV/NOPAT ✅ The dividend will grow 10% p.a. ✅ Revenues will 2x till [----] LINK IN BIO🙏 $HTG $HTG.L #OOTT"  
[X Link](https://x.com/anyuser/status/1779520914893254982)  2024-04-14T14:43Z [----] followers, [----] engagements


"My article on Vale $VALE just went live ✅ One of the most asymmetrical stocks in the mining sector that pays around 10% dividends while developing a huge portfolio of Copper Nickel & #IronOre. The stock is severely undervalued and is poised for a rebound. LINK IN BIO 🙏"  
[X Link](https://x.com/anyuser/status/1782102139885466096)  2024-04-21T17:40Z [----] followers, 65K engagements


"Steak 🥩 and Lobster 🦞 night for all my Petrobros $PBR $PBR.A $PBR.A $PBR #PETROBRAS SHAREHOLDERS' MEETING APPROVES DISTRIBUTION OF 50% OF RETAINED DIVIDEND $PBR.A $PBR #PETROBRAS SHAREHOLDERS' MEETING APPROVES DISTRIBUTION OF 50% OF RETAINED DIVIDEND"  
[X Link](https://x.com/Secrets4stocks/status/1783556636562399436)  2024-04-25T18:00Z [----] followers, [----] engagements


"New article just went live ✅ An update on $OKEA stock which is trading below 2x FCF while having a net cash position. Furthermore Im sharing my thesis on Ithaca Energy $ITH.L which is a highly undervalued stock from the oil & gas #OOTT industry. LINK IN BIO 🙏"  
[X Link](https://x.com/anyuser/status/1785661222823616914)  2024-05-01T13:23Z [----] followers, [----] engagements


"New article on GeoPark $GPRK just went live 🍹 ✅ Update on the stock ✅ Q1 earnings commentary ✅ Detailed breakdown of the acquisition in Argentina LINK IN BIO 🙏 $GPRK #OOTT $YPF $VIST $PBR $PBR.A $PXT.TO #Argentina"  
[X Link](https://x.com/anyuser/status/1798769969335030072)  2024-06-06T17:32Z [----] followers, [----] engagements


"New article just went live ✍ A look at beaten down & hated stocks from several markets. We discuss Brazil Energy Semiconductors etc. LINK IN BIO 🙏 $PBR $PBR.A #OOTT $GPRK $VAR $VAR.OL $OKEA $VALE #VALE3 $GGB #GGBR4 $NVDA $AMD #Brazil $ITH #GGBR3"  
[X Link](https://x.com/anyuser/status/1804901170139328678)  2024-06-23T15:35Z [----] followers, [----] engagements


"$BABA and $ZAL having a near perfect correlation over the last [--] years. Interesting to see considering that Zalando is not Chinese. Maybe starting valuation is a bigger factor than geopolitics Risk reward very favorable for $BABA at these levels. I have no opinion on $ZAL"  
[X Link](https://x.com/Secrets4stocks/status/1809915388571910297)  2024-07-07T11:40Z [----] followers, [----] engagements


"New stock pitch just went live ✍ 💎Allegro is the dominant e-commerce company in Poland. 💎Allegro has grown revenues at a 35% CAGR for [--] years 💎Debt is low and FCF is growing rapidly. 💎The stock is trading at between 13-15x FCF (conservative). LINK IN BIO 🙏 $ALE.WA $AMZN"  
[X Link](https://x.com/anyuser/status/1812790154920165841)  2024-07-15T10:03Z [----] followers, [----] engagements


"Q2 trading update from Geopark $GPRK ☕ 🟡 Oil & Gas production flat at 35.6k boep/d 🟢 Production in Ecuador +11% 🟢 As of July 1st production 41k boep/d Argentina acquisition. 🟢 Water-flooding projects performing above plan 🟢 Record production at CPO-5 Block BULLISH"  
[X Link](https://x.com/anyuser/status/1815782962840891400)  2024-07-23T16:16Z [----] followers, [----] engagements


"PGMs looking like a terrific trade over the next lets say 18-24 months $SBSW $INPUY #Platinum EV Output Is 45% Below What Carmakers Expected Supplier Says - Bloomberg EV Output Is 45% Below What Carmakers Expected Supplier Says - Bloomberg"  
[X Link](https://x.com/Secrets4stocks/status/1815820676713922787)  2024-07-23T18:46Z [----] followers, [----] engagements


"$GPRK reduced share count by 30% since [----] is paying a dividend of 6.7% and has recently acquired assets in Argentina. $GPRK has the ambition to grow from 40k boe/d to 100k boe/d [--] years of reserve life 80% drilling success rate & great management at 4x FCF & 3.5x P/E LONG"  
[X Link](https://x.com/anyuser/status/1820069643135934860)  2024-08-04T12:09Z [----] followers, [----] engagements


"Just wrote ✍ down my thoughts on the oil & commodity market as we navigate volatile times with recession fears war in the Middle East & huge short positions from hedge funds. LINK IN BIO 🙏 #OOTT $CL $GPRK $XOM $CVX $SD $PBR #Iran #recession"  
[X Link](https://x.com/anyuser/status/1820178829094040062)  2024-08-04T19:23Z [----] followers, [----] engagements


"Oil demand very healthy meanwhile I can buy mid cap oil & gas stocks at dividend yields from 7% to 15% an in a special case 20% These are growing companies with growing production. As a bonus E&Ps are hedges against a Middle East war or a 2nd wave of inflation. #OOTT In July early August seeing growth in jet fuel demand significant growth in #China - CEO Aramco #OOTT In July early August seeing growth in jet fuel demand significant growth in #China - CEO Aramco #OOTT"  
[X Link](https://x.com/anyuser/status/1820786016166240436)  2024-08-06T11:36Z [----] followers, [----] engagements


"Nat Gas prices skyrocketing in Europe due to fighting in the Kursk region. Norway will be the biggest profiteer from this situation. I continue to hold $VAR $VAR.OL & $OKEA #OOTT"  
[X Link](https://x.com/anyuser/status/1821850740228239865)  2024-08-09T10:07Z [----] followers, [----] engagements


"New article just went live ✅ GeoPark Q2 Earnings Review and an outlook for Oil going into the end of [----]. LINK IN BIO 🙏 $GPRK $PBR $PBR.A $CL #Crude #Inflation #OOTT"  
[X Link](https://x.com/anyuser/status/1825649503422079353)  2024-08-19T21:42Z [----] followers, [----] engagements


"I was lucky to have chosen $GPRK over $PXT. There was no fundamental reason behind it except that I didnt want to pay taxes in Canada. Saved me a lot of money but sad for my bros losing money toady 🪦 😔"  
[X Link](https://x.com/anyuser/status/1829160399650075092)  2024-08-29T14:13Z [----] followers, [----] engagements


"Just published a piece on Gerdau & Vale. The update includes a view on recent news market conditions & earnings. Im buying more shares at these levels. LINK IN BIO 🔗 $VALE #VALE3 $GGB #GGBR4 #Brazil #China"  
[X Link](https://x.com/anyuser/status/1849898994438156539)  2024-10-25T19:41Z [----] followers, [----] engagements


"The Vaca Muerta is a great place for oil & gas exploration. $GPRK holds an interest there but the market sleeps 💤 on it. Tremendous asset #OOTT #Argentina $YPF $VIST"  
[X Link](https://x.com/anyuser/status/1849917596209938768)  2024-10-25T20:54Z [----] followers, [----] engagements


"When your oil positions are effectively flat even though oil is down 5% on the day. #OOTT $GPRK $PBR $OKEA $VAR"  
[X Link](https://x.com/anyuser/status/1850957186874085385)  2024-10-28T17:45Z [----] followers, [----] engagements


"LMAO this got to be one of the best letters by any auditing firm in recent history. $SMCI #SEC #EY"  
[X Link](https://x.com/anyuser/status/1851641010754859364)  2024-10-30T15:03Z [----] followers, 15.2K engagements


"I have to admit I have never been that deep into $EC. But these price levels are ridiculous and the stock is at extremely () oversold levels"  
[X Link](https://x.com/anyuser/status/1853840089824002503)  2024-11-05T16:41Z [----] followers, 13.1K engagements


"The market doesnt get China. [--] trillion Yuan stimulus and more will come over the next months. When China chooses a path they tend to stick with it. Beijing und Shanghai are different from Washington and New York. An overreaction in China exposed equities. $BABA $VALE $BIDU"  
[X Link](https://x.com/anyuser/status/1854933374558744781)  2024-11-08T17:05Z [----] followers, [----] engagements


"$PBR is becoming one of my larger positions again. The move higher today has only grown the position further. Good earnings report low valuation and a high dividend. I am waiting for the inevitable while being paid handsomely. Rematch of the [----] $PBR trade"  
[X Link](https://x.com/anyuser/status/1860017535560896554)  2024-11-22T17:48Z [----] followers, 15.3K engagements


"Just wrote an update on Odfjell Technology $OTL covering the following topics: - Why I doubled the position in my portfolio - Q3 Earnings commentary - [----] Outlook LINK IN BIO 🔗 $ODF $EQNR #OOTT"  
[X Link](https://x.com/anyuser/status/1861096062649299117)  2024-11-25T17:14Z [----] followers, [----] engagements


"As shareholder of GeoPark $GPRK the year [----] was a roller coaster🎢. Recent developments have only made me more confident in the companys future prospects. However I always put risk management first. Therefore I have trimmed my position today raising cash for other stuff"  
[X Link](https://x.com/anyuser/status/1864040131478315056)  2024-12-03T20:12Z [----] followers, [----] engagements


"Probably the best day YTD. Im 90% invested and massively overweight Commodities/China. Christmas came early. $VALE $PBR $BABA #OOTT $GPRK $VAR $AMZN $GGB"  
[X Link](https://x.com/anyuser/status/1866166645707702625)  2024-12-09T17:02Z [----] followers, [----] engagements


"Efficient markets they say Meanwhile $VALE is completely disconnected from Iron Ore prices. The company has had strong earnings rising production and is profiting from BRL weakness. P/E of 4x on this years earnings dividend in the double digits but nobody cares 🤷"  
[X Link](https://x.com/anyuser/status/1867609832582525234)  2024-12-13T16:37Z [----] followers, 43.1K engagements


"In USD terms the Brazilian stock market is at the same lows against the S&P [---] as in [----] and [----]. No further comment $VALE $PBR $GGB #VALE3 #PETR3 #GGBR4"  
[X Link](https://x.com/anyuser/status/1869430756080267700)  2024-12-18T17:13Z [----] followers, 14.6K engagements


"Yesterday was brutal. I get why the ponzis are crashing. But dirt cheap commodity stocks while the FED admited that inflation will come back I was frustrated but today I am in a much better condition. The ammount of opportunities in Brazil Energy Value etc. are endless"  
[X Link](https://x.com/anyuser/status/1869659240186704083)  2024-12-19T08:21Z [----] followers, 11K engagements


"On Dec 3rd I sold half of my $GPRK position at $11.05 a share. Now I used the proceeds to buy shares at $8.58 a share effectively increasing the number of shares in my portfolio by 15% without investing a single new penny. Lets see if we can ride this roller coaster 🎢 #OOTT As shareholder of GeoPark $GPRK the year [----] was a roller coaster🎢. Recent developments have only made me more confident in the companys future prospects. However I always put risk management first. Therefore I have trimmed my position today raising cash for other stuff. https://t.co/dwD2J4aDoU As shareholder of GeoPark"  
[X Link](https://x.com/Secrets4stocks/status/1872715971254993063)  2024-12-27T18:47Z [----] followers, [----] engagements


"Bears and Bulls go hopeful into [----] but what does the situation look like in the oil markets This [----] Oil Outlook covers topics from China OPEC+ to Iranian sanctions and specific energy stocks. This will be essential for [----]. Enjoy LINK IN BIO 🔗 🗞 #OOTT #COM $CL $PBR"  
[X Link](https://x.com/anyuser/status/1874825073024287228)  2025-01-02T14:28Z [----] followers, 10.3K engagements


"You are still not seeing the opportunity in Colombian stocks $EC $CIB $GPRK  URGENT: Colombia's governing coalition broke down. The Liberal Party announces that it is withdrawing from Gustavo Petro's government. Nobody wants to be tied to the very unpopular Colombian president. Bullish for change https://t.co/ISd3GLMHPA  URGENT: Colombia's governing coalition broke down. The Liberal Party announces that it is withdrawing from Gustavo Petro's government. Nobody wants to be tied to the very unpopular Colombian president. Bullish for change https://t.co/ISd3GLMHPA"  
[X Link](https://x.com/anyuser/status/1884352353924436285)  2025-01-28T21:26Z [----] followers, [----] engagements


"Remaining long. Great dividend and absurd valuation for a company that is operationally amongst the best integrated O&G companies in the world. $PBR #PETR3 $PBR.A Petrobras proven reserves rose to 11.4B boe in [----] from 10.9B in [----] while producing 900M boe. Growth came from Atapu Sepia Buzios Itapu and Tupi fields. $PBR $PBR.A Petrobras proven reserves rose to 11.4B boe in [----] from 10.9B in [----] while producing 900M boe. Growth came from Atapu Sepia Buzios Itapu and Tupi fields. $PBR $PBR.A"  
[X Link](https://x.com/anyuser/status/1885000595632767263)  2025-01-30T16:22Z [----] followers, [----] engagements


"This market is a joke. $450 million market cap for $GPRK GeoPark is laughable. This company produces [--] kboe/d and Argentinian assets are growing quickly. I guess everyone is focused on MAG7"  
[X Link](https://x.com/Secrets4stocks/status/1887246599845519370)  2025-02-05T21:07Z [----] followers, 19.5K engagements


"When everyone screamed China we remained calm. Payback time $VALE #VALE3 $VALE Target de Scotia para Vale en 13usd. https://t.co/XTahE9ICPY $VALE Target de Scotia para Vale en 13usd. https://t.co/XTahE9ICPY"  
[X Link](https://x.com/Secrets4stocks/status/1892667895114498479)  2025-02-20T20:09Z [----] followers, 11.4K engagements


"GeoPark announced a 2P reserve replacement ratio of 480% for [----]. 2P reserve life index stands at [----] years up from [---] years in [----]. If you ask me [----] million boe in 2P reserves in the Vaca Muerta is worth a lot of money. Staying long $GPRK 🏄"  
[X Link](https://x.com/anyuser/status/1894432930778251584)  2025-02-25T17:03Z [----] followers, 15.1K engagements


"Oil up. Oil producers crashing. Efficient market does his work again. $PBR $VIST $GPRK #OOTT"  
[X Link](https://x.com/anyuser/status/1895159266853429624)  2025-02-27T17:09Z [----] followers, [----] engagements


"The Vaca Muerta is amongst the best regions for O&G globally. Difficult to invest there because only few publicly traded companies have significant exposure to the region. And valuations have gone (rightfully) trough the roof. $GPRK allows us to buy in there at dirt cheap prices"  
[X Link](https://x.com/anyuser/status/1895922417094312003)  2025-03-01T19:41Z [----] followers, 15.4K engagements


"Nobody wants to own energy stocks. XLE vs. SPX is up around 9% YTD and has broken out of the falling wedge. Risk/Reward is skewed to the upside. $XLE #OOTT $PBR $GPRK $GALP $WDS Probably a good setup for [----] $XLE (Energy)/$XLK (Tech) Last [--] days have been tough for tech but great for energy. Valuations are low and sentiment is bombed out. We have bounced off the 2nd standard deviation of the 50dma while energy has underperformed tech by 52% since [----] https://t.co/xWDoGTWQ4G Probably a good setup for [----] $XLE (Energy)/$XLK (Tech) Last [--] days have been tough for tech but great for energy."  
[X Link](https://x.com/Secrets4stocks/status/1901264802942472351)  2025-03-16T13:30Z [----] followers, [----] engagements


"If you want to go long Brazil consider Rumo #RAIL3. The biggest railway in Brazil which is crucial to the global supply of agricultural products. Trading at 4.5x adjusted FCF 🚂"  
[X Link](https://x.com/anyuser/status/1910216592140403068)  2025-04-10T06:21Z [----] followers, [----] engagements


"What happens if the trade between China und the USA escalates There are always relative winners. Rumo is a company with a fantastic track record solid balance sheet low valuation and is poised to profit from geopolitical turmoil. LINK IN BIO 🔗 #RAIL3 $CSAN $EWZ $PBR $VALE"  
[X Link](https://x.com/anyuser/status/1914780157056778290)  2025-04-22T20:35Z [----] followers, [----] engagements


"@FT [--] billion Net Income"  
[X Link](https://x.com/Secrets4stocks/status/1915089334656504161)  2025-04-23T17:04Z [----] followers, [----] engagements


"Argentina is dead to me from an investment standpoint. Honestly dont know why these wanna-be big time politicians had anything against this deal. Will spend tomorrow clearing my thoughts and trying to learn from this mess. $GPRK $YPF $VIST $EC #OOTT #Argentina $GPRK -9% en el after Vaca Muerta: Phoenix Resources se retir del acuerdo con GeoPark. 🤦♂🤦♂🤦♂ Tras poco ms de un ao sin cerrarse la operacin la subsidiaria de Mercury Energy decidi no avanzar con la venta de activos a la petrolera colombiana. https://t.co/ab2v9b2BPi https://t.co/edgH10uxld $GPRK -9% en el after Vaca Muerta: Phoenix"  
[X Link](https://x.com/anyuser/status/1922780882378580247)  2025-05-14T22:27Z [----] followers, 53.9K engagements


"New article on GeoPark just went live. We break down the failed acquisition in Argentina the financials and changes to the management team. LINK IN BIO 🔗 🙏 $GPRK $YPF $VIST $EC $PBR #OOTT $PXT"  
[X Link](https://x.com/anyuser/status/1927609029209055282)  2025-05-28T06:13Z [----] followers, [----] engagements


"New article on the MEGATREND of the decade just went live. The global trading system is changing and some countries/companies will benefit at the expense of others. Hope you enjoy get inspired and see things from a different perspective. Link in Bio 🔗 $VALE $EWZ $UAE $EWJ"  
[X Link](https://x.com/anyuser/status/1939794800749809721)  2025-06-30T21:14Z [----] followers, [----] engagements


"There are only two times in history where the Oil/S&P500 ratio was lower. [----] and [----]. #crude #oil #oott"  
[X Link](https://x.com/Secrets4stocks/status/1954938982527349149)  2025-08-11T16:12Z [----] followers, 175.8K engagements


"For the past few days someone dumped shares of Johnson Matthey in the last minute of the day. I am not talking regular selling but huge sell orders. At the same time the new chair has been buying 200k worth of stock. Can anyone please push this stock down $JMAT $JMAT.L $SBSW"  
[X Link](https://x.com/Secrets4stocks/status/1960713767710282125)  2025-08-27T14:39Z [----] followers, [---] engagements


"My portfolio Everything seems to be up 100% YTD What still looks cheap to you Everything seems to be up 100% YTD What still looks cheap to you"  
[X Link](https://x.com/Secrets4stocks/status/1974160494044024972)  2025-10-03T17:11Z [----] followers, [----] engagements


"Sold 1/3rd of my $SBSW position with a gain of 228%. Thanks for playing"  
[X Link](https://x.com/anyuser/status/1976004754791870831)  2025-10-08T19:20Z [----] followers, [----] engagements


"Someone (@SharpeShark) did a decent job summarizing my portfolio 😂😭"  
[X Link](https://x.com/anyuser/status/1977820437020299696)  2025-10-13T19:35Z [----] followers, 11.9K engagements


"Its my birthday🎁 And Johnson Matthey $JMAT.L reported very nice earnings. All going according to plan and thesis playing out beautifully. Now we finally know how the company will return the cash to shareholders. A 33% special dividend and a 7% a buyback Please let it drop🚂"  
[X Link](https://x.com/Secrets4stocks/status/1991429183348830670)  2025-11-20T08:51Z [----] followers, [----] engagements


"When you are the major refiner of PGMs in the West and one of your business units gets deals with the Chinese because you are a leader in catalytic converters for diesel engines. Also ever heard of this magical stuff called data centers Well $JMAT.L is also in that sector"  
[X Link](https://x.com/Secrets4stocks/status/1991432889305796763)  2025-11-20T09:06Z [----] followers, [---] engagements


"Probably European. My guess is German. Anyways still long Gerdau $GGB in size. One of my top picks for [----] is a steel maker with a name that's hard to say One of my top picks for [----] is a steel maker with a name that's hard to say"  
[X Link](https://x.com/Secrets4stocks/status/2005743744059125896)  2025-12-29T20:52Z [----] followers, [----] engagements

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