#  @carpool_ceo the_Carpool_CEO the_Carpool_CEO posts on X about $pbra, $hgtxu, $zim, $ectm the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1199613487/interactions)  - [--] Week [-----] +19% - [--] Month [------] +7.80% - [--] Months [------] -13% - [--] Year [------] +105% ### Mentions: [--] [#](/creator/twitter::1199613487/posts_active)  - [--] Week [--] -13% - [--] Month [--] +11% - [--] Months [---] +10% - [--] Year [---] +118% ### Followers: [-------] [#](/creator/twitter::1199613487/followers)  - [--] Week [-----] -0.17% - [--] Month [-----] +1.10% - [--] Months [-----] +3.60% - [--] Year [-----] +16% ### CreatorRank: [---------] [#](/creator/twitter::1199613487/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [technology brands](/list/technology-brands) [currencies](/list/currencies) [social networks](/list/social-networks) [ncaa basketball](/list/ncaa-basketball) [ncaa football](/list/ncaa-football) **Social topic influence** [$pbra](/topic/$pbra), [$hgtxu](/topic/$hgtxu), [$zim](/topic/$zim), [$ectm](/topic/$ectm), [$gultu](/topic/$gultu), [$ec](/topic/$ec), [$sjt](/topic/$sjt), [$pvl](/topic/$pvl), [$aoiff](/topic/$aoiff), [$ptalf](/topic/$ptalf) **Top accounts mentioned or mentioned by** [@gardinerisland](/creator/undefined) [@tradedollarnut](/creator/undefined) [@christankerfund](/creator/undefined) [@calvinfroedge](/creator/undefined) [@usroute41](/creator/undefined) [@dividendmaster](/creator/undefined) [@blondesnmoney](/creator/undefined) [@bichonredux](/creator/undefined) [@desatcap](/creator/undefined) [@gwhispero](/creator/undefined) [@stripe](/creator/undefined) [@highbrowhaze](/creator/undefined) [@vanktran10](/creator/undefined) [@mp4995491](/creator/undefined) [@benbakhshi](/creator/undefined) [@tonyforever2003](/creator/undefined) [@danielbraden18](/creator/undefined) [@james56487175](/creator/undefined) [@patriot1776](/creator/undefined) [@jrwinthekeys](/creator/undefined) **Top assets mentioned** [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Ecopetrol S.A (EC)](/topic/$ec) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [PolkaBridge (PBR)](/topic/$pbr) [Huntsman Corporation (HUN)](/topic/$hun) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [VALE S.A. (VALE)](/topic/$vale) [Western Union Co (WU)](/topic/$wu) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Dow Inc (DOW)](/topic/$dow) [Ken (KEN)](/topic/$ken) [Divi (DIVI)](/topic/divi) [WEN Token (WEN)](/topic/$wen) [Cal-Maine Foods Inc (CALM)](/topic/$calm) [Saber (SBR)](/topic/$sbr) [Companhia Siderurgica Nacional S.A. (CSN) (SID)](/topic/$sid) [Kraft Heinz Co (KHC)](/topic/$khc) [General Mills, Inc. (GIS)](/topic/$gis) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Realio Network (RIO)](/topic/$rio) [Campbell Soup Company (CPB)](/topic/$cpb) [H&R Block, Inc. (HRB)](/topic/$hrb) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [STARWOOD PROPERTY TRUST, INC. (STWD)](/topic/$stwd) [Rithm Capital Corp. (RITM)](/topic/$ritm) [FS KKR Capital Corp. Common Stock (FSK)](/topic/$fsk) [The GEO Group, Inc. (GEO)](/topic/$geo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Verizon Communications Inc. (VZ)](/topic/$vz) ### Top Social Posts Top posts by engagements in the last [--] hours "Sold all my $crt and swapped into a little more $zim" [X Link](https://x.com/carpool_ceo/status/1494333676863123456) 2022-02-17T15:31Z [----] followers, [--] engagements "@calvinfroedge $aoiff" [X Link](https://x.com/carpool_ceo/status/1532441443859677194) 2022-06-02T19:18Z [----] followers, [--] engagements "$gultu announces next divi this week. Maybe a 10%er" [X Link](https://x.com/carpool_ceo/status/1546660935678451712) 2022-07-12T01:01Z [----] followers, [--] engagements "@mp4995491 @GardinerIsland I think $gultu announces after the bell" [X Link](https://x.com/carpool_ceo/status/1547591003850149889) 2022-07-14T14:37Z [----] followers, [--] engagements "@vanckzhu $pbra" [X Link](https://x.com/carpool_ceo/status/1549014293856849921) 2022-07-18T12:52Z [----] followers, [--] engagements "Added $pbra today" [X Link](https://x.com/carpool_ceo/status/1549103141685284865) 2022-07-18T18:45Z [----] followers, [--] engagements "@GardinerIsland $pbra might throw out a $2 divi next week" [X Link](https://x.com/carpool_ceo/status/1549810148541079552) 2022-07-20T17:35Z [----] followers, [--] engagements "@GardinerIsland I bought a lot of $ectm today too" [X Link](https://x.com/carpool_ceo/status/1549847732830908416) 2022-07-20T20:04Z [----] followers, [--] engagements "@derekcheungsa Correct. Sure and also $pbra is in Brazil. Ive worked in both countries professionally- pretty modern economies" [X Link](https://x.com/carpool_ceo/status/1549856733031501830) 2022-07-20T20:40Z [----] followers, [--] engagements "@LtDickDowling @USRoute41 @GardinerIsland My most profitable ticker of year followed closely by $ectm and $sjt" [X Link](https://x.com/carpool_ceo/status/1550132929707196421) 2022-07-21T14:57Z [----] followers, [--] engagements "Added $ectm as NG nears $8" [X Link](https://x.com/carpool_ceo/status/1550149155334545408) 2022-07-21T16:02Z [----] followers, [--] engagements "@GardinerIsland @GlenWPeterson @CNBC $sjt to $15 and $ectm to over $3" [X Link](https://x.com/carpool_ceo/status/1550250313160048643) 2022-07-21T22:44Z [----] followers, [--] engagements "@GardinerIsland Putting my second sump system in as we speak. Need that $ectm divi" [X Link](https://x.com/carpool_ceo/status/1550964190470438917) 2022-07-23T22:00Z [----] followers, [--] engagements "$8.47 nat gas print @GardinerIsland $ectm may go vertical- divi in a few weeks" [X Link](https://x.com/carpool_ceo/status/1551336079181205504) 2022-07-24T22:38Z [----] followers, [--] engagements "#natgas going parabolic Heres a simulation update on my estimations for the trusts I follow at $9.60 NG and $98 WTI $sjt $ectm $gultu $pvl" [X Link](https://x.com/carpool_ceo/status/1551911727423528963) 2022-07-26T12:46Z [----] followers, [--] engagements "@GardinerIsland @CardasisTweets Put some $sjt $ectm $pvl $gultu in the coffee can" [X Link](https://x.com/carpool_ceo/status/1551914490479927297) 2022-07-26T12:57Z [----] followers, [--] engagements "@BichonRedux $pbra" [X Link](https://x.com/carpool_ceo/status/1552397911966814213) 2022-07-27T20:57Z [----] followers, [--] engagements "Seeing $1.33 usd per share. Each ADR is [--] shares. $2.66 divi for $pbr @GardinerIsland" [X Link](https://x.com/carpool_ceo/status/1552726763486183424) 2022-07-28T18:44Z [----] followers, [--] engagements "@InfamousJoon @GardinerIsland $pbra still cheap at $12.50" [X Link](https://x.com/carpool_ceo/status/1552737249942700034) 2022-07-28T19:26Z [----] followers, [--] engagements "Anybody want to sell their $gultu to me for $0.04" [X Link](https://x.com/carpool_ceo/status/1554919778959167488) 2022-08-03T19:58Z [----] followers, [--] engagements "@GardinerIsland $ectm over $0.15 around 4:15 est today maybe. Otherwise Monday" [X Link](https://x.com/carpool_ceo/status/1555578856353955841) 2022-08-05T15:37Z [----] followers, [--] engagements "A little $ectm at $2.10" [X Link](https://x.com/carpool_ceo/status/1555596518425595905) 2022-08-05T16:48Z [----] followers, [--] engagements "Whoever sold me the $gultu at $0.0422 thank you" [X Link](https://x.com/carpool_ceo/status/1555626581426683905) 2022-08-05T18:47Z [----] followers, [--] engagements "@USRoute41 @GardinerIsland @astridwilde1 @GWhispero I added a slug of each $sjt $pvl $ectm $gultu today" [X Link](https://x.com/carpool_ceo/status/1555721337246781440) 2022-08-06T01:04Z [----] followers, [--] engagements "$ectm probably after the bell today @GardinerIsland" [X Link](https://x.com/carpool_ceo/status/1556990683256438784) 2022-08-09T13:08Z [----] followers, [--] engagements "Trying for some $0.0422 $gultu and $3 $pvl" [X Link](https://x.com/carpool_ceo/status/1557002911321817091) 2022-08-09T13:56Z [----] followers, [--] engagements "@GardinerIsland Agree. $pbra and $pvl still inexpensive" [X Link](https://x.com/carpool_ceo/status/1557328865571258368) 2022-08-10T11:31Z [----] followers, [--] engagements "I trimmed back some $ectm today purely for portfolio risk mgmt as it had gotten too big. Still holding heavy and expect it to rise further towards ex divi date. On trusts Im long $pvl $ectm $hgtxu $gultu $sjt (in that order) Largest position: $pbr/a (I doubled it yesterday)" [X Link](https://x.com/carpool_ceo/status/1558145300287610880) 2022-08-12T17:36Z [----] followers, [--] engagements "Tried for some $ectm in $2.70s but didnt hit. Added $hgtxu in low 2s" [X Link](https://x.com/carpool_ceo/status/1559175562077298690) 2022-08-15T13:49Z [----] followers, [--] engagements "Need that $pbr/a divi to pay for this tree coming down" [X Link](https://x.com/carpool_ceo/status/1559517891627737092) 2022-08-16T12:30Z [----] followers, [--] engagements "@mp4995491 @GardinerIsland I hope that $ectm at market seller shows back up" [X Link](https://x.com/carpool_ceo/status/1559530837418311682) 2022-08-16T13:21Z [----] followers, [--] engagements "Whoever sold that $ectm at $3.19thx" [X Link](https://x.com/carpool_ceo/status/1559568502327021568) 2022-08-16T15:51Z [----] followers, [--] engagements "Ive got a bag of fresh laundry quarters for any at market seller of $ectm that wants to dump it for $3 flat" [X Link](https://x.com/carpool_ceo/status/1559598584647061504) 2022-08-16T17:50Z [----] followers, [--] engagements "@GardinerIsland $ectm ex divi tomorrow" [X Link](https://x.com/carpool_ceo/status/1559903620346396673) 2022-08-17T14:02Z [----] followers, [--] engagements "@GardinerIsland Today is ex divi for $ectm" [X Link](https://x.com/carpool_ceo/status/1560271799694139393) 2022-08-18T14:26Z [----] followers, [--] engagements "Took a swing at some more $gultu. Hasnt moved and NG is staring at a $10 handle soon" [X Link](https://x.com/carpool_ceo/status/1560277174824738820) 2022-08-18T14:47Z [----] followers, [--] engagements "@GardinerIsland Not to mention that $ectm has an expiration date on the trust in [----] I believe. $pvl investing for huge production increases currently. To be clear I have a big position in both" [X Link](https://x.com/carpool_ceo/status/1560286622255648772) 2022-08-18T15:24Z [----] followers, [--] engagements "@GardinerIsland $gultu is a steal at $0.05" [X Link](https://x.com/carpool_ceo/status/1560726170156650497) 2022-08-19T20:31Z [----] followers, [--] engagements "Ill send an update on the trust estimations this weekend. Wild price movements in $sjt $ectm $pvl $hgtxu" [X Link](https://x.com/carpool_ceo/status/1560743305549594625) 2022-08-19T21:39Z [----] followers, [--] engagements "@DevaultBrad @mp4995491 @GardinerIsland $gultu finally cracked the $0.05 wall" [X Link](https://x.com/carpool_ceo/status/1561806121479856128) 2022-08-22T20:02Z [----] followers, [--] engagements "@James56487175 $aoiff could be an incredible home run" [X Link](https://x.com/carpool_ceo/status/1562539990919180290) 2022-08-24T20:38Z [----] followers, [--] engagements "@GardinerIsland I like both $ectm and $hgtxu. Both could hit $1.20 annually at current NG" [X Link](https://x.com/carpool_ceo/status/1562980601656795136) 2022-08-26T01:49Z [----] followers, [--] engagements "@GardinerIsland That said $pvl and $gultu might be cheapest currently" [X Link](https://x.com/carpool_ceo/status/1562981103337897985) 2022-08-26T01:51Z [----] followers, [--] engagements "@GardinerIsland Only other note Ill make is that thr $hgtxu reserve is fully funded. $ectm still a ways to go" [X Link](https://x.com/carpool_ceo/status/1562982811354939401) 2022-08-26T01:58Z [----] followers, [--] engagements "For the Dow dropping [----] points on a Friday a pretty decent day driven by $pbr/a $ptalf strength and coupled with some $hgtxu bottom-fishing. About 45% cash currently. Have a great weekend" [X Link](https://x.com/carpool_ceo/status/1563255505782317056) 2022-08-26T20:02Z [----] followers, [--] engagements "Added some $ectm at $2.83 for the first time in a while. Probably prints $1.20/year at todays gas prices" [X Link](https://x.com/carpool_ceo/status/1564262558898556930) 2022-08-29T14:43Z [----] followers, [--] engagements "@mp4995491 Good thought could be. I added 10% to $pbr/a and a little $aoiff" [X Link](https://x.com/carpool_ceo/status/1564754394259783680) 2022-08-30T23:18Z [----] followers, [--] engagements "@GardinerIsland Im back in $sjt in a decent position. Didnt do a whole lot else day. Bought some $hgtxu but sold those shares around $2.90. Equal positions of $hgtxu $gultu $sjt $ectm. In total those equal my $pvl position" [X Link](https://x.com/carpool_ceo/status/1565074426395299841) 2022-08-31T20:29Z [----] followers, [--] engagements "90% cash. Only holding $pbra currently" [X Link](https://x.com/carpool_ceo/status/1567515272243810306) 2022-09-07T14:08Z [----] followers, [--] engagements "Quick update on my trust estimations using static NG/oil prices. $pvl $sjt $ectm $gultu $hgtxu Per my previous posts Im solely in $pbr/a currently and have an 87% cash position" [X Link](https://x.com/carpool_ceo/status/1567816878659194883) 2022-09-08T10:07Z [----] followers, [--] engagements "Bought a touch of $ectm here in $2.30s. Just a touch" [X Link](https://x.com/carpool_ceo/status/1567876075723571201) 2022-09-08T14:02Z [----] followers, [--] engagements "@thepatheticpawn I added some $ectm today. It was my biggest for a long while but I harvested a good bit of the run up" [X Link](https://x.com/carpool_ceo/status/1567986998568259588) 2022-09-08T21:23Z [----] followers, [--] engagements "Added another touch of $ectm in $2.40s" [X Link](https://x.com/carpool_ceo/status/1568238879211388936) 2022-09-09T14:04Z [----] followers, [--] engagements "@GardinerIsland Nice little run in $ectm. $2.50 last week was a no brainer" [X Link](https://x.com/carpool_ceo/status/1569354586477199360) 2022-09-12T15:57Z [----] followers, [--] engagements "@GardinerIsland Updated my model for the last 10Q for $ectm. Annualized Volume down a bit (vs [----] FY) post production costs slightly up. If q2 volume repeats at $8.40 NYMEX $0.21 is the calculation (ex reserve)" [X Link](https://x.com/carpool_ceo/status/1570377766075334656) 2022-09-15T11:43Z [----] followers, [--] engagements "@GardinerIsland Just added a bunch" [X Link](https://x.com/carpool_ceo/status/1573012190831026178) 2022-09-22T18:11Z [----] followers, [--] engagements "@GardinerIsland I love trading $ectm" [X Link](https://x.com/carpool_ceo/status/1573018489161498624) 2022-09-22T18:36Z [----] followers, [--] engagements "Added small to: $ptalf $pbr/a $aoiff $pvl $sjt Added big to $hgtxu" [X Link](https://x.com/carpool_ceo/status/1575180689133035520) 2022-09-28T17:48Z [----] followers, [--] engagements "Wild September Took over [--] more laundromats and have my car wash under contract to sell. YTD return on invested capital: +91% (Aug @ +102% July @ +85%) Current positions (no order): $zim $hgtxu $sjt $gultu $ectm $pvl $aoiff $ptalf $pbr/a $qrtep $dhc $ilpt Cash at 54%" [X Link](https://x.com/carpool_ceo/status/1576007450763104256) 2022-10-01T00:33Z [----] followers, [--] engagements "@Patriot____1776 @HighbrowHaze Cc @GardinerIsland for input as he and I recently discussed as well" [X Link](https://x.com/carpool_ceo/status/1578733901396471808) 2022-10-08T13:07Z [----] followers, [--] engagements "@vanckzhu Check $hgtxu" [X Link](https://x.com/carpool_ceo/status/1578754127542513664) 2022-10-08T14:28Z [----] followers, [--] engagements "Bought more $lumn $ptalf $aoiff" [X Link](https://x.com/carpool_ceo/status/1579828774333734912) 2022-10-11T13:38Z [----] followers, [--] engagements "Threw my hat in the $atvi ring in $73s today for [---] shares 🤷♂. Hopefully Warren is right" [X Link](https://x.com/carpool_ceo/status/1579944385000534016) 2022-10-11T21:17Z [----] followers, [--] engagements "Added some $gultu at $0.045" [X Link](https://x.com/carpool_ceo/status/1580211372503490562) 2022-10-12T14:58Z [----] followers, [--] engagements "@GardinerIsland $hgtxu in the 1s is nuts" [X Link](https://x.com/carpool_ceo/status/1580573599122878464) 2022-10-13T14:58Z [----] followers, [--] engagements "@GardinerIsland $gultu pops its quarterly news tomorrow" [X Link](https://x.com/carpool_ceo/status/1580575789925691392) 2022-10-13T15:06Z [----] followers, [--] engagements "$gultu announces divi after close today. Gonna try for some at $0.04" [X Link](https://x.com/carpool_ceo/status/1580931584827740160) 2022-10-14T14:40Z [----] followers, [--] engagements "Nearly a $0.003 divi for $gultu. Not bad" [X Link](https://x.com/carpool_ceo/status/1581345257823690752) 2022-10-15T18:04Z [----] followers, [--] engagements "$lumn commentsway under BV at $7 Longleaf Comments on Lumen $LUMN #stocks #investing #valueinvesting #Commentary #Telecom #CommunicationServices https://t.co/UvUj2D56ln Longleaf Comments on Lumen $LUMN #stocks #investing #valueinvesting #Commentary #Telecom #CommunicationServices https://t.co/UvUj2D56ln" [X Link](https://x.com/carpool_ceo/status/1582379454810451970) 2022-10-18T14:33Z [----] followers, [--] engagements "Nearly $0.08 for $hgtxu (I had thought around $0.09). Development costs doubled from prior month. Also Interesting they spelled out their oil component in the tables this month (usually around 15-20% of their revenue) CC @GardinerIsland" [X Link](https://x.com/carpool_ceo/status/1583491821803405317) 2022-10-21T16:14Z [----] followers, [--] engagements "@JakeCatskill Buy some $hgtxu ahead of a big ole divi" [X Link](https://x.com/carpool_ceo/status/1584948482258763785) 2022-10-25T16:42Z [----] followers, [--] engagements "Lots of divi chasing in $hgtxu today" [X Link](https://x.com/carpool_ceo/status/1585668139274178561) 2022-10-27T16:21Z [----] followers, [--] engagements "The buyback machine just keeps rolling at $aoi $aoiff" [X Link](https://x.com/carpool_ceo/status/1587039335815282688) 2022-10-31T11:10Z [----] followers, [--] engagements "Nibbled at $ectm for first time in a long while" [X Link](https://x.com/carpool_ceo/status/1587099293772660738) 2022-10-31T15:08Z [----] followers, [--] engagements "Happy Halloween Quick summary of October below. YTD return on invested capital: +101% (Sept @ +91% Aug @ +101%) Current positions (no order): $zim $vale $bak $ectm $gultu $hgtxu $pvl $sjt $aoiff $ec $pbr/a $ptalf $vtnr $dhc $ilpt $lumn $qrtep Cash+s/t treasuries/cds: 53%" [X Link](https://x.com/carpool_ceo/status/1587185368981557250) 2022-10-31T20:50Z [----] followers, [--] engagements "Grabbed some $hgtxu at $1.78" [X Link](https://x.com/carpool_ceo/status/1587815677297102856) 2022-11-02T14:35Z [----] followers, [--] engagements "Added a big ole slug of $hgtxu at $1.78" [X Link](https://x.com/carpool_ceo/status/1588530651795705856) 2022-11-04T13:56Z [----] followers, [--] engagements "@JakeCatskill Buy some $hgtxu" [X Link](https://x.com/carpool_ceo/status/1588656612482625536) 2022-11-04T22:17Z [----] followers, [--] engagements "Might be cheapest in South America $ptalf Current field production capacity is over [-----] bopd This part of the [--] FCF matrix may be possible for $TAL.V / $PTALF now that Brent is rallying 👇 Reminder: $500 m market cap & $400 m EV (by YE [--] when adjusting for overdue ONP receivable) https://t.co/agTZ7wwjtn Current field production capacity is over [-----] bopd This part of the [--] FCF matrix may be possible for $TAL.V / $PTALF now that Brent is rallying 👇 Reminder: $500 m market cap & $400 m EV (by YE [--] when adjusting for overdue ONP receivable) https://t.co/agTZ7wwjtn" [X Link](https://x.com/carpool_ceo/status/1588663604840378369) 2022-11-04T22:44Z [----] followers, [--] engagements "@Citrini7 Trust are looking cheap $sjt $ectm $hgtxu $gultu $pvl" [X Link](https://x.com/carpool_ceo/status/1589395339450404864) 2022-11-06T23:12Z [----] followers, [--] engagements "@Citrini7 Ive dabbled there. I think $hgtxu is cheapest" [X Link](https://x.com/carpool_ceo/status/1589401584332853249) 2022-11-06T23:37Z [----] followers, [--] engagements "@GardinerIsland $hgtxu is incredibly cheap here" [X Link](https://x.com/carpool_ceo/status/1589645260715540480) 2022-11-07T15:45Z [----] followers, [--] engagements "@GardinerIsland Gave me a migraine" [X Link](https://x.com/carpool_ceo/status/1589999491272171520) 2022-11-08T15:13Z [----] followers, [--] engagements "Bought some more $aoiff today" [X Link](https://x.com/carpool_ceo/status/1590417616115761152) 2022-11-09T18:54Z [----] followers, [--] engagements "$aoiff chugging" [X Link](https://x.com/carpool_ceo/status/1590719154776313857) 2022-11-10T14:52Z [----] followers, [--] engagements "@GardinerIsland @fishtender2 $gultu also getting cheap" [X Link](https://x.com/carpool_ceo/status/1591128921114017793) 2022-11-11T18:01Z [----] followers, [--] engagements "I rang the cash register on some low basis $pbr/a $ec $ptalf $aoiff $bak shares today. Still very long on all but wanted to raise cash after the last few giant up days" [X Link](https://x.com/carpool_ceo/status/1591145430838300673) 2022-11-11T19:06Z [----] followers, [--] engagements "Looks like a nice day to load some $hgtxu" [X Link](https://x.com/carpool_ceo/status/1592143245160710144) 2022-11-14T13:11Z [----] followers, [--] engagements "Threw some UST interest & my $hgtxu $gultu $pvl divis at some [--] year 5.1% CDs" [X Link](https://x.com/carpool_ceo/status/1592527561372078080) 2022-11-15T14:38Z [----] followers, [--] engagements "$hgtxu $sjt $pvl divi announcements on deck Friday" [X Link](https://x.com/carpool_ceo/status/1592861789364318209) 2022-11-16T12:46Z [----] followers, [--] engagements "Bet we have one big seller of the $ectm divi run-up sell a chunk at market today and price hits $2.50 for 15-20 minutes" [X Link](https://x.com/carpool_ceo/status/1592862260976037891) 2022-11-16T12:48Z [----] followers, [--] engagements "@MIinMiami Ill post my guess today. Need to look at Natty gas a few months back" [X Link](https://x.com/carpool_ceo/status/1592873832138043392) 2022-11-16T13:34Z [----] followers, [--] engagements "My guesses for divi announcements this week: $pvl: $0.049 $sjt: $0.19 $hgtxu: $0.09 (assuming no change on open litigation)" [X Link](https://x.com/carpool_ceo/status/1592962377204772865) 2022-11-16T19:26Z [----] followers, [--] engagements "Hey @GardinerIsland - what do you think" [X Link](https://x.com/carpool_ceo/status/1592982256578019328) 2022-11-16T20:45Z [----] followers, [--] engagements "Actual $sjt: $0.172" [X Link](https://x.com/carpool_ceo/status/1593605438599270400) 2022-11-18T14:01Z [----] followers, [--] engagements "Actual $hgtxu: $0.067 (development costs higher than I modeled)" [X Link](https://x.com/carpool_ceo/status/1593612129201971202) 2022-11-18T14:28Z [----] followers, [--] engagements "Another $hgtxu nugget:" [X Link](https://x.com/carpool_ceo/status/1593612725401288707) 2022-11-18T14:30Z [----] followers, [--] engagements "$aoiff trading less than book" [X Link](https://x.com/carpool_ceo/status/1593613501318123520) 2022-11-18T14:34Z [----] followers, [--] engagements "@GardinerIsland $hgtxu around 40% but looks like they have some big development ahead" [X Link](https://x.com/carpool_ceo/status/1593614971665088517) 2022-11-18T14:39Z [----] followers, [--] engagements "Added 30% more $aoiff at $2.13-$2.16. Theyre still buying back shares guys (and have been buying in $2.40s)" [X Link](https://x.com/carpool_ceo/status/1593623982783143936) 2022-11-18T15:15Z [----] followers, [--] engagements "@MIinMiami 17% forward yield using this divi" [X Link](https://x.com/carpool_ceo/status/1593719729314594816) 2022-11-18T21:36Z [----] followers, [--] engagements "@GardinerIsland Dont forget about sneaky $gultu" [X Link](https://x.com/carpool_ceo/status/1595503323939016730) 2022-11-23T19:43Z [----] followers, [--] engagements "Added $lumn $5.68" [X Link](https://x.com/carpool_ceo/status/1597249674729381889) 2022-11-28T15:22Z [----] followers, [--] engagements "Got a big ole stink bid out there for some $hgtxu ahead of ex divi" [X Link](https://x.com/carpool_ceo/status/1597293108831477761) 2022-11-28T18:15Z [----] followers, [--] engagements "Added a little more $lumn. Book value over $12. Theyre a mess but I think they continue to sell assets to either get to a profitable core or the whole thing is bought (looks similar to General Cable 2018formerly $bgc ticker)" [X Link](https://x.com/carpool_ceo/status/1597637466932248577) 2022-11-29T17:03Z [----] followers, [--] engagements "Threw a little extra $ptalf in the bag" [X Link](https://x.com/carpool_ceo/status/1597654790141808640) 2022-11-29T18:12Z [----] followers, [--] engagements "Happy Holidays everyone After surviving a death scare below is my EOM November summary: YTD return on invested capital: +100% (Oct +101% Sept +90%) Current positions (no order): $usea $zim $bak $gultu $hgtxu $pvl $aoiff $ec $pbr/a $ptalf $dhc $ilpt $lumn $qrtep Cash at 48%" [X Link](https://x.com/carpool_ceo/status/1598161713882607616) 2022-12-01T03:46Z [----] followers, [--] engagements "Added a little $lumn and also threw a little $vtnr in for a daytrade" [X Link](https://x.com/carpool_ceo/status/1598758043746959360) 2022-12-02T19:16Z [----] followers, [--] engagements "Nibbled on $lumn" [X Link](https://x.com/carpool_ceo/status/1599793341587410945) 2022-12-05T15:50Z [----] followers, [--] engagements "Bought a little $hgtxu at $1.85" [X Link](https://x.com/carpool_ceo/status/1600883607022669824) 2022-12-08T16:02Z [----] followers, [--] engagements "@benbakhshi Yeah and for upcoming debt maturities" [X Link](https://x.com/carpool_ceo/status/1601246177726705664) 2022-12-09T16:03Z [----] followers, [--] engagements "Using Fridays closing NG/oil/equity numbers here are my forward estimates using static commodity prices for the trusts I follow & commentary below. $pvl $sjt $ectm $gultu $hgtxu" [X Link](https://x.com/carpool_ceo/status/1601987772570550272) 2022-12-11T17:10Z [----] followers, [--] engagements "@GardinerIsland @JupiterCaptainn I bought both $ectm and $hgtxu today. $pvl should be getting gassier but Im waiting. Dont like it at current oil levels" [X Link](https://x.com/carpool_ceo/status/1602453880884940801) 2022-12-13T00:02Z [----] followers, [--] engagements "$hgtxu $ectm looking cheap at $7NG" [X Link](https://x.com/carpool_ceo/status/1602682249761198083) 2022-12-13T15:09Z [----] followers, [--] engagements "@JRW_in_the_Keys @GardinerIsland $ectm $hgtxu crazy cheap at $7natty" [X Link](https://x.com/carpool_ceo/status/1602684856726687744) 2022-12-13T15:20Z [----] followers, [--] engagements "@LtDickDowling @GardinerIsland @JRW_in_the_Keys $hgtxu is Kansas Oklahoma and Wyoming. Good positions for the cold spell" [X Link](https://x.com/carpool_ceo/status/1602687067137495040) 2022-12-13T15:29Z [----] followers, [--] engagements "@GardinerIsland @appliedecon Yes" [X Link](https://x.com/carpool_ceo/status/1603035191366369288) 2022-12-14T14:32Z [----] followers, [--] engagements "@GardinerIsland @appliedecon I think $hgtxu may do well in this too. They sell across a range of indices" [X Link](https://x.com/carpool_ceo/status/1603035537065000960) 2022-12-14T14:33Z [----] followers, [--] engagements "@GardinerIsland Add some hgtxu" [X Link](https://x.com/carpool_ceo/status/1603454900003913750) 2022-12-15T18:20Z [----] followers, [---] engagements "@GardinerIsland Added [----] $sjt and [----] $hgtxu" [X Link](https://x.com/carpool_ceo/status/1603456203778048001) 2022-12-15T18:25Z [----] followers, [---] engagements "@_jdill23 @tripleoss I hedge my In my stock portfolio via natty gas trusts that pay dividends: $sjt $ectm $hgtxu $gultu $pvl Also raise those prices. Laundry owners are very slow to do this" [X Link](https://x.com/carpool_ceo/status/1603457813849817089) 2022-12-15T18:31Z [----] followers, [---] engagements "Trust divi declaration timing: [--]. $pvl- today after close [--]. $hgtxu- Monday before open [--]. $sjt - Monday before open $hgtxu and $sjt based on October NG pricing so I dont expect big numbers. $pvl could surprise as it is based on August NG and September Oil" [X Link](https://x.com/carpool_ceo/status/1603851488857563136) 2022-12-16T20:36Z [----] followers, [---] engagements "Given realized NG prices pretty good divi for $hgtxu. $HGTXU 15s. delayed: Issued Press Release on December [--] 09:25:00: HUGOTON ROYALTY TRUST DECLARES DECEMBER CASH DISTRIBUTION https://t.co/2FQ6pPCMJp $HGTXU 15s. delayed: Issued Press Release on December [--] 09:25:00: HUGOTON ROYALTY TRUST DECLARES DECEMBER CASH DISTRIBUTION https://t.co/2FQ6pPCMJp" [X Link](https://x.com/carpool_ceo/status/1604847731125768194) 2022-12-19T14:34Z [----] followers, [---] engagements "@MIinMiami Not using this divi" [X Link](https://x.com/carpool_ceo/status/1604853310837493760) 2022-12-19T14:57Z [----] followers, [--] engagements "@James56487175 Big on $ptalf" [X Link](https://x.com/carpool_ceo/status/1605618498083860481) 2022-12-21T17:37Z [----] followers, [---] engagements "$lumn about to see a $4 handle" [X Link](https://x.com/carpool_ceo/status/1605995471477952512) 2022-12-22T18:35Z [----] followers, [---] engagements "@GardinerIsland I think youll get a chance at $ectm and $hgtxu closer to $1" [X Link](https://x.com/carpool_ceo/status/1611377747409993728) 2023-01-06T15:02Z [----] followers, [---] engagements "@akamaozu @GardinerIsland Honestly the downside could be a goose egg- zero. Trusts have limited life. Very important to understand what youre buying" [X Link](https://x.com/carpool_ceo/status/1611383747026489344) 2023-01-06T15:26Z [----] followers, [--] engagements "@IlliniProgrammr Makes sense. Even with the warrant still a strong NAV. Its a sneaky dry bulk pick if anyone is bullish on those rates" [X Link](https://x.com/carpool_ceo/status/1612895052170141696) 2023-01-10T19:32Z [----] followers, [---] engagements "$1.35 spread between $pbr and $pbr/a - largest Ive seen in a bit" [X Link](https://x.com/carpool_ceo/status/1615786098352865281) 2023-01-18T19:00Z [----] followers, [----] engagements "I think the third party for the $hgtxu vote has called me twice/day [--] days per week for the last [--] days. A very good way to push away investors" [X Link](https://x.com/carpool_ceo/status/1616824806703521794) 2023-01-21T15:47Z [----] followers, [---] engagements "Hello everyone Good start to the year and also sold my car wash. Below is my EOM January summary: YTD return on invested capital: +8% Current positions (no order): $USEA $ZIM $BAK $SJT $AOIFF $EC $PBR/a $PTALF $DHC $ILPT $LUMN $RITM/d $QRTEP $MINDP Cash & S/T CDs: 48%" [X Link](https://x.com/carpool_ceo/status/1620769593181749249) 2023-02-01T13:02Z [----] followers, [----] engagements "This is the issue with the [----] $lumn low FCF guidance. Seems like theyre following the big consultant playbook- usually ends with seeking strategic alternatives. Ive lived that one once" [X Link](https://x.com/carpool_ceo/status/1623154721207853056) 2023-02-08T03:00Z [----] followers, [----] engagements "I dont own enough $ec $pbr/a *US TO SELL [--] MILLION MORE BARRELS FROM STRATEGIC CRUDE RESERVE *NEW US STRATEGIC CRUDE OIL SALES WERE MANDATED BY CONGRESS *DELIVERY FOR NEW US SPR SALES EXPECTED BETWEEN APRIL AND JUNE - @BloombergNRG *US TO SELL [--] MILLION MORE BARRELS FROM STRATEGIC CRUDE RESERVE *NEW US STRATEGIC CRUDE OIL SALES WERE MANDATED BY CONGRESS *DELIVERY FOR NEW US SPR SALES EXPECTED BETWEEN APRIL AND JUNE - @BloombergNRG" [X Link](https://x.com/carpool_ceo/status/1625232967449583629) 2023-02-13T20:38Z [----] followers, [----] engagements "Added some $qrtep at $50.40 on a trade- down 2% today with $qrtea up 2%" [X Link](https://x.com/carpool_ceo/status/1626278393967788035) 2023-02-16T17:52Z [----] followers, [----] engagements "And @DesatCap on point as usual $qrtep https://stocks.apple.com/AZyPWLnxhTACLjnx5ZMqyIQ https://stocks.apple.com/AZyPWLnxhTACLjnx5ZMqyIQ" [X Link](https://x.com/carpool_ceo/status/1626584409175638022) 2023-02-17T14:08Z [----] followers, [---] engagements "Very interesting- seems $hgtxu getting some of that west coast NG pricing" [X Link](https://x.com/carpool_ceo/status/1626597254596546562) 2023-02-17T14:59Z [----] followers, [---] engagements "@GardinerIsland Getting hammered AH. $hgtxu and $sjt have a massive divi coming next announcement IMO" [X Link](https://x.com/carpool_ceo/status/1626728359395790850) 2023-02-17T23:40Z [----] followers, [---] engagements "Hey @calvinfroedge - now I know why no one wants to buy $pbr and $pbr/aeven the financial writers cant calculate the dividend correctly. Check out this article. Pretty sure I got $6+ per share last year. https://www.redinews.com/utm_source=&utm_medium=SaturdayPM&utm_campaign=Channels20230218PM&id=202302121676199489 https://www.redinews.com/utm_source=&utm_medium=SaturdayPM&utm_campaign=Channels20230218PM&id=202302121676199489" [X Link](https://x.com/carpool_ceo/status/1627101412990615552) 2023-02-19T00:23Z [----] followers, [----] engagements "@hurontrader @GardinerIsland Opal doing the same thing $hgtxu" [X Link](https://x.com/carpool_ceo/status/1628444690201694212) 2023-02-22T17:20Z [----] followers, [---] engagements "Added [--] longs: [--]. $dblvf - an @James56487175 favorite [--]. $mpzzf- an @marhelm holding" [X Link](https://x.com/carpool_ceo/status/1632754789212725251) 2023-03-06T14:47Z [----] followers, [---] engagements "@benbakhshi @InaTailHedged For the [----] bonds YTM is around 10-11 right now unless Im not calculating correctly" [X Link](https://x.com/carpool_ceo/status/1632961574695583745) 2023-03-07T04:29Z [----] followers, [--] engagements "Bought [--] more CDs at 5.4%. Interesting (maybe anecdotal) but $pacw has lots of brokered CD offerings right now. Never seen them at the top of the CD yield chart before" [X Link](https://x.com/carpool_ceo/status/1634205140369518593) 2023-03-10T14:50Z [----] followers, [---] engagements "$nycb below Covid lows and a good divi. Thoughts" [X Link](https://x.com/carpool_ceo/status/1634215167633289222) 2023-03-10T15:30Z [----] followers, [----] engagements "Bought more $pbr/a to finish the week" [X Link](https://x.com/carpool_ceo/status/1634297210119618560) 2023-03-10T20:56Z [----] followers, [----] engagements "@andrew1corpora1 I need to buy some. I tried some $mpzzf but nothing executes . Guess I need to buy direct on international exchange" [X Link](https://x.com/carpool_ceo/status/1634656619433713665) 2023-03-11T20:44Z [----] followers, [---] engagements "Buy some more $pbr/a and $ec WHALEN: FED MIGHT CUT RATES BY 50BPS NEXT WEEK ### WHALEN: FED MIGHT CUT RATES BY 50BPS NEXT WEEK ###" [X Link](https://x.com/carpool_ceo/status/1634900136295014400) 2023-03-12T12:52Z [----] followers, [----] engagements "@AlmostMongolian Added a slug of $ec $pbra $rc" [X Link](https://x.com/carpool_ceo/status/1636007368218517508) 2023-03-15T14:12Z [----] followers, [---] engagements "Another CD in the binder from the $qrtep divi" [X Link](https://x.com/carpool_ceo/status/1636027161290108928) 2023-03-15T15:30Z [----] followers, [---] engagements "@JRW_in_the_Keys $0.78 this morning IMO- theyre going to take a big reserve for their capex needs this year i think $hgtxu should have a monster this morning too" [X Link](https://x.com/carpool_ceo/status/1638154736561004546) 2023-03-21T12:24Z [----] followers, [---] engagements "@Kakashi_Capital Think $mrrty will keep doing dividends" [X Link](https://x.com/carpool_ceo/status/1639379790204481537) 2023-03-24T21:32Z [----] followers, [---] engagements "Any of the $qrtep crew biting back here in the $30s @DesatCap @nopain_n0gain86 or bonds still more attractive Common $qrtea at historic lows (hope @LeviathanCapit1 is OK)" [X Link](https://x.com/carpool_ceo/status/1639758013853573120) 2023-03-25T22:35Z [----] followers, [----] engagements "Brent oil pumping and the Brazilian Real gaining strength: own more $pbr/a" [X Link](https://x.com/carpool_ceo/status/1640483672460500998) 2023-03-27T22:39Z [----] followers, [----] engagements "The divis just keep getting bigger $pbr/a" [X Link](https://x.com/carpool_ceo/status/1641431396274036736) 2023-03-30T13:25Z [----] followers, [----] engagements "Threw some interest received at some $pbr/a" [X Link](https://x.com/carpool_ceo/status/1641439849977905154) 2023-03-30T13:58Z [----] followers, [---] engagements "$qrtep taken to woodshed @desat. Looking interesting" [X Link](https://x.com/carpool_ceo/status/1641494068847947796) 2023-03-30T17:34Z [----] followers, [---] engagements "$ec $pbr/a $lumn $zim waking up today" [X Link](https://x.com/carpool_ceo/status/1645787906286682115) 2023-04-11T13:56Z [----] followers, [----] engagements "@JakeCatskill @MoneyShow @TradeTipsApp Casinos need a stock market table game" [X Link](https://x.com/carpool_ceo/status/1649515061352751105) 2023-04-21T20:46Z [----] followers, [--] engagements "$sjt puts started printing today. $pvl puts next" [X Link](https://x.com/carpool_ceo/status/1653199771866378241) 2023-05-02T00:48Z [----] followers, [---] engagements "After reading this Im 100% confident $lumn is working with either Bain or McKinsey. [----] strategic alternatives exploration announcement on deck Im sure to sell the rest of the place. https://stocks.apple.com/A1SPHm_F2T_arQaZ44dAdiw https://stocks.apple.com/A1SPHm_F2T_arQaZ44dAdiw" [X Link](https://x.com/carpool_ceo/status/1653568611301072899) 2023-05-03T01:14Z [----] followers, [----] engagements "Still holding a massive amount of $pvl puts. Divis looks awful at current WTI and NG pricing" [X Link](https://x.com/carpool_ceo/status/1653776452502913026) 2023-05-03T15:00Z [----] followers, [---] engagements "Threw some more $pbr/a and $bak in the coin bag" [X Link](https://x.com/carpool_ceo/status/1655575742929854467) 2023-05-08T14:09Z [----] followers, [---] engagements "Bought a little bit of $stwd $hfro $ritm in an account that rarely look at and dont plan to. Sold OTM calls against it except $hfro" [X Link](https://x.com/carpool_ceo/status/1656298157066579968) 2023-05-10T14:00Z [----] followers, [---] engagements "Its not an Old Fashioned @Greensheet6 but itll work RE $pbr divi" [X Link](https://x.com/carpool_ceo/status/1656851587342499840) 2023-05-12T02:39Z [----] followers, [---] engagements "Nobody owns enough $pbr" [X Link](https://x.com/carpool_ceo/status/1658060849183850499) 2023-05-15T10:44Z [----] followers, [----] engagements "$1.34 spread on $pbr vs $pbr/a Pretty decent" [X Link](https://x.com/carpool_ceo/status/1659207311460827136) 2023-05-18T14:40Z [----] followers, [----] engagements "Hello everyone Below is my EOM June summary. YTD return on invested capital: +24% (EOM May @ +18% Apr @ +13%) Current Positions $USEA $ZIM $SJT $EC $PBR.A $ILPT $RITM $STWD $JXN $FSK $RC $LUMN Cash & CDs at 49%" [X Link](https://x.com/carpool_ceo/status/1676372164566450176) 2023-07-04T23:27Z [----] followers, [----] engagements "@checks_inc @DesatCap Appreciate the context Ill keep it on my radar" [X Link](https://x.com/carpool_ceo/status/1678187077530157065) 2023-07-09T23:39Z [----] followers, [---] engagements "Why has @calvinfroedge stopped talking about $ec and $pbr/a" [X Link](https://x.com/carpool_ceo/status/1682215549269340161) 2023-07-21T02:26Z [----] followers, [----] engagements "Hello everyone Below is my EOM July summary. YTD return on invested capital: +28% (EOM June @ +24% May @ +18%) Current Positions $USEA $ZIM $SJT $EC $PBR.A $ILPT $RC $LUMN Cash & CDs at 49%" [X Link](https://x.com/carpool_ceo/status/1686337572782452736) 2023-08-01T11:26Z [----] followers, [----] engagements "@GardinerIsland Bought some $pbr/a and $ec" [X Link](https://x.com/carpool_ceo/status/1686453494138421255) 2023-08-01T19:07Z [----] followers, [---] engagements "@DividendMaster @BillTho69312367 I was holding 100K+ of $ptalf at one pointnice earnings and May re-enter" [X Link](https://x.com/carpool_ceo/status/1689218413522997249) 2023-08-09T10:13Z [----] followers, [---] engagements "Does anybody else think $lumn will get acquired Thinking about doubling position at $1.57 and selling $0.79 $3 long calls against it" [X Link](https://x.com/carpool_ceo/status/1693986808026312811) 2023-08-22T14:01Z [----] followers, [---] engagements "Hello everyone Below is my EOM August summary. YTD return on invested capital: +27% (EOM July @ +28% June @ +24% May @ +18%) Current Positions: $USEA $ZIM $EC $PBR.A $KRP $ILPT $RC $FSK $LUMN Cash & CDs at 49%" [X Link](https://x.com/carpool_ceo/status/1697991735870181766) 2023-09-02T15:15Z [----] followers, [----] engagements "Flat month on stocks for me. $EC & $PBR.A positions offset some weakness (not unexpected) in $ZIM $LUMN & $USEA. I maintain a pretty large % of my longs having covered calls on them. Big month for the biz- in the acquisition process of laundromats [----]. More to come" [X Link](https://x.com/carpool_ceo/status/1697992579613077585) 2023-09-02T15:19Z [----] followers, [---] engagements "Laundry #11 under contract. Its getting wild" [X Link](https://x.com/carpool_ceo/status/1702155416824656023) 2023-09-14T03:00Z [----] followers, [---] engagements "Awesome day at Mississippi State. Podcast link below: https://podcasts.apple.com/us/podcast/jack-hatcher-entrepreneurship-podcast/id1080023647i=1000629586057 https://podcasts.apple.com/us/podcast/jack-hatcher-entrepreneurship-podcast/id1080023647i=1000629586057" [X Link](https://x.com/carpool_ceo/status/1707605108811280495) 2023-09-29T03:55Z [----] followers, [----] engagements "Hello everyone Below is my EOM September summary: YTD return on invested capital: +28% (EOM August @ +27% July @ +28% June @ +24%) Current Positions: $USEA $ZIM $EC $PBR.A $KRP $ILPT $RC $LUMN Cash & CDs at 49%" [X Link](https://x.com/carpool_ceo/status/1708858509297688903) 2023-10-02T14:56Z [----] followers, [----] engagements "@DesatCap I may add some $qrtep" [X Link](https://x.com/carpool_ceo/status/1709266000691052892) 2023-10-03T17:55Z [----] followers, [---] engagements "Rolled some OTM covered calls to add another dozen CDs to the binder" [X Link](https://x.com/carpool_ceo/status/1709634987190886598) 2023-10-04T18:21Z [----] followers, [---] engagements "@James56487175 CDs oil stocks laundromats & land for me" [X Link](https://x.com/carpool_ceo/status/1710422275642552443) 2023-10-06T22:30Z [----] followers, [---] engagements "@DividendMaster I think Ill get back on the $sbr train" [X Link](https://x.com/carpool_ceo/status/1714415718932861100) 2023-10-17T22:58Z [----] followers, [---] engagements "Added a slug of $sbr @DividendMaster" [X Link](https://x.com/carpool_ceo/status/1714644433906413641) 2023-10-18T14:07Z [----] followers, [---] engagements "I have also been doing some trimming. I only own $pbr.a $ec $rc $sbr & my $lumn bag for equities (pbr and EC is big size). 2nd CD binder growing. @Greensheet6 Agree @Greensheet6 Agree" [X Link](https://x.com/carpool_ceo/status/1714670868305977348) 2023-10-18T15:52Z [----] followers, [----] engagements "@DividendMaster $sbr and $ec baby" [X Link](https://x.com/carpool_ceo/status/1715404217391734901) 2023-10-20T16:26Z [----] followers, [---] engagements "Hey #laundromat twitter Give me your favorite laundry payment systems & remote mgmt. We are exploring the idea of going coinless. We currently have [--] Fascard stores and [--] DexterPay and the rest cash Ive heard from multiple sources that Laundroworks is the best" [X Link](https://x.com/carpool_ceo/status/1717121686896537792) 2023-10-25T10:11Z [----] followers, [---] engagements "@DesatCap What are you buying" [X Link](https://x.com/carpool_ceo/status/1717245238643773792) 2023-10-25T18:22Z [----] followers, [---] engagements "@patrickcomack Strategic alternatives coming soon" [X Link](https://x.com/carpool_ceo/status/1719471225733316719) 2023-10-31T21:47Z [----] followers, [---] engagements "@BichonRedux I love me some $ptalf" [X Link](https://x.com/carpool_ceo/status/1720175683219984567) 2023-11-02T20:26Z [----] followers, [---] engagements "@benbakhshi Time to jump back on the $qrtep train" [X Link](https://x.com/carpool_ceo/status/1720750526126551059) 2023-11-04T10:31Z [----] followers, [---] engagements "@GardinerIsland Yield based on last divi looks good. Im going to run some forward looking numbers on them and the other trusts" [X Link](https://x.com/carpool_ceo/status/1720751069343437044) 2023-11-04T10:33Z [----] followers, [--] engagements "@arthurk192 All with [--] minutes of our core hub" [X Link](https://x.com/carpool_ceo/status/1721723762230382633) 2023-11-07T02:58Z [----] followers, [--] engagements "@blondesnmoney Any favorite high yield bonds besides $geo" [X Link](https://x.com/carpool_ceo/status/1723821535280906747) 2023-11-12T21:54Z [----] followers, [---] engagements "Only a few of my $pbr long $12.50 cov calls assigned. Thanks for the divi call buyers" [X Link](https://x.com/carpool_ceo/status/1727305098068685014) 2023-11-22T12:36Z [----] followers, [---] engagements "A bunch more got assigned and executed today after ex divi. Love free Divis" [X Link](https://x.com/carpool_ceo/status/1727434136980537740) 2023-11-22T21:09Z [----] followers, [---] engagements "$lumn [----] bonds yielding 40%YTM. Any thoughts @DesatCap" [X Link](https://x.com/carpool_ceo/status/1729863258339733963) 2023-11-29T14:01Z [----] followers, [---] engagements "Sold out of the balance of the positions over the past [--] months to reallocate into CDs my garage project and more laundromats" [X Link](https://x.com/carpool_ceo/status/1731036285546963018) 2023-12-02T19:43Z [----] followers, [---] engagements "Pie chart of my asset allocation below for those interested:" [X Link](https://x.com/carpool_ceo/status/1731036997173547327) 2023-12-02T19:45Z [----] followers, [---] engagements "@DividendMaster My guess is its a big catch up. It says base oil production was from September and then the new oil was first through august. So certainly has to have a few extra months in there IMO" [X Link](https://x.com/carpool_ceo/status/1732067709368647883) 2023-12-05T16:01Z [----] followers, [---] engagements "@DividendMaster All I own is $ec currently. Doing a little digging on $sbrmay follow you there" [X Link](https://x.com/carpool_ceo/status/1732093550458699911) 2023-12-05T17:44Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@carpool_ceo the_Carpool_CEOthe_Carpool_CEO posts on X about $pbra, $hgtxu, $zim, $ectm the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks finance cryptocurrencies countries technology brands currencies social networks ncaa basketball ncaa football
Social topic influence $pbra, $hgtxu, $zim, $ectm, $gultu, $ec, $sjt, $pvl, $aoiff, $ptalf
Top accounts mentioned or mentioned by @gardinerisland @tradedollarnut @christankerfund @calvinfroedge @usroute41 @dividendmaster @blondesnmoney @bichonredux @desatcap @gwhispero @stripe @highbrowhaze @vanktran10 @mp4995491 @benbakhshi @tonyforever2003 @danielbraden18 @james56487175 @patriot1776 @jrwinthekeys
Top assets mentioned Petroleo Brasileiro S.A.-Petrobras (PBR.A) ZIM Integrated Shipping Services Ltd. (ZIM) Ecopetrol S.A (EC) Lumen Technologies Inc (LUMN) PolkaBridge (PBR) Huntsman Corporation (HUN) Braskem S.A. American Depositary Shares (BAK) VALE S.A. (VALE) Western Union Co (WU) LyondellBasell Industries NV (LYB) Dow Inc (DOW) Ken (KEN) Divi (DIVI) WEN Token (WEN) Cal-Maine Foods Inc (CALM) Saber (SBR) Companhia Siderurgica Nacional S.A. (CSN) (SID) Kraft Heinz Co (KHC) General Mills, Inc. (GIS) Civitas Resources, Inc. (CIVI) Realio Network (RIO) Campbell Soup Company (CPB) H&R Block, Inc. (HRB) PayPal Holdings Inc (PYPL) STARWOOD PROPERTY TRUST, INC. (STWD) Rithm Capital Corp. (RITM) FS KKR Capital Corp. Common Stock (FSK) The GEO Group, Inc. (GEO) Pfizer, Inc. (PFE) Verizon Communications Inc. (VZ)
Top posts by engagements in the last [--] hours
"Sold all my $crt and swapped into a little more $zim"
X Link 2022-02-17T15:31Z [----] followers, [--] engagements
"@calvinfroedge $aoiff"
X Link 2022-06-02T19:18Z [----] followers, [--] engagements
"$gultu announces next divi this week. Maybe a 10%er"
X Link 2022-07-12T01:01Z [----] followers, [--] engagements
"@mp4995491 @GardinerIsland I think $gultu announces after the bell"
X Link 2022-07-14T14:37Z [----] followers, [--] engagements
"@vanckzhu $pbra"
X Link 2022-07-18T12:52Z [----] followers, [--] engagements
"Added $pbra today"
X Link 2022-07-18T18:45Z [----] followers, [--] engagements
"@GardinerIsland $pbra might throw out a $2 divi next week"
X Link 2022-07-20T17:35Z [----] followers, [--] engagements
"@GardinerIsland I bought a lot of $ectm today too"
X Link 2022-07-20T20:04Z [----] followers, [--] engagements
"@derekcheungsa Correct. Sure and also $pbra is in Brazil. Ive worked in both countries professionally- pretty modern economies"
X Link 2022-07-20T20:40Z [----] followers, [--] engagements
"@LtDickDowling @USRoute41 @GardinerIsland My most profitable ticker of year followed closely by $ectm and $sjt"
X Link 2022-07-21T14:57Z [----] followers, [--] engagements
"Added $ectm as NG nears $8"
X Link 2022-07-21T16:02Z [----] followers, [--] engagements
"@GardinerIsland @GlenWPeterson @CNBC $sjt to $15 and $ectm to over $3"
X Link 2022-07-21T22:44Z [----] followers, [--] engagements
"@GardinerIsland Putting my second sump system in as we speak. Need that $ectm divi"
X Link 2022-07-23T22:00Z [----] followers, [--] engagements
"$8.47 nat gas print @GardinerIsland $ectm may go vertical- divi in a few weeks"
X Link 2022-07-24T22:38Z [----] followers, [--] engagements
"#natgas going parabolic Heres a simulation update on my estimations for the trusts I follow at $9.60 NG and $98 WTI $sjt $ectm $gultu $pvl"
X Link 2022-07-26T12:46Z [----] followers, [--] engagements
"@GardinerIsland @CardasisTweets Put some $sjt $ectm $pvl $gultu in the coffee can"
X Link 2022-07-26T12:57Z [----] followers, [--] engagements
"@BichonRedux $pbra"
X Link 2022-07-27T20:57Z [----] followers, [--] engagements
"Seeing $1.33 usd per share. Each ADR is [--] shares. $2.66 divi for $pbr @GardinerIsland"
X Link 2022-07-28T18:44Z [----] followers, [--] engagements
"@InfamousJoon @GardinerIsland $pbra still cheap at $12.50"
X Link 2022-07-28T19:26Z [----] followers, [--] engagements
"Anybody want to sell their $gultu to me for $0.04"
X Link 2022-08-03T19:58Z [----] followers, [--] engagements
"@GardinerIsland $ectm over $0.15 around 4:15 est today maybe. Otherwise Monday"
X Link 2022-08-05T15:37Z [----] followers, [--] engagements
"A little $ectm at $2.10"
X Link 2022-08-05T16:48Z [----] followers, [--] engagements
"Whoever sold me the $gultu at $0.0422 thank you"
X Link 2022-08-05T18:47Z [----] followers, [--] engagements
"@USRoute41 @GardinerIsland @astridwilde1 @GWhispero I added a slug of each $sjt $pvl $ectm $gultu today"
X Link 2022-08-06T01:04Z [----] followers, [--] engagements
"$ectm probably after the bell today @GardinerIsland"
X Link 2022-08-09T13:08Z [----] followers, [--] engagements
"Trying for some $0.0422 $gultu and $3 $pvl"
X Link 2022-08-09T13:56Z [----] followers, [--] engagements
"@GardinerIsland Agree. $pbra and $pvl still inexpensive"
X Link 2022-08-10T11:31Z [----] followers, [--] engagements
"I trimmed back some $ectm today purely for portfolio risk mgmt as it had gotten too big. Still holding heavy and expect it to rise further towards ex divi date. On trusts Im long $pvl $ectm $hgtxu $gultu $sjt (in that order) Largest position: $pbr/a (I doubled it yesterday)"
X Link 2022-08-12T17:36Z [----] followers, [--] engagements
"Tried for some $ectm in $2.70s but didnt hit. Added $hgtxu in low 2s"
X Link 2022-08-15T13:49Z [----] followers, [--] engagements
"Need that $pbr/a divi to pay for this tree coming down"
X Link 2022-08-16T12:30Z [----] followers, [--] engagements
"@mp4995491 @GardinerIsland I hope that $ectm at market seller shows back up"
X Link 2022-08-16T13:21Z [----] followers, [--] engagements
"Whoever sold that $ectm at $3.19thx"
X Link 2022-08-16T15:51Z [----] followers, [--] engagements
"Ive got a bag of fresh laundry quarters for any at market seller of $ectm that wants to dump it for $3 flat"
X Link 2022-08-16T17:50Z [----] followers, [--] engagements
"@GardinerIsland $ectm ex divi tomorrow"
X Link 2022-08-17T14:02Z [----] followers, [--] engagements
"@GardinerIsland Today is ex divi for $ectm"
X Link 2022-08-18T14:26Z [----] followers, [--] engagements
"Took a swing at some more $gultu. Hasnt moved and NG is staring at a $10 handle soon"
X Link 2022-08-18T14:47Z [----] followers, [--] engagements
"@GardinerIsland Not to mention that $ectm has an expiration date on the trust in [----] I believe. $pvl investing for huge production increases currently. To be clear I have a big position in both"
X Link 2022-08-18T15:24Z [----] followers, [--] engagements
"@GardinerIsland $gultu is a steal at $0.05"
X Link 2022-08-19T20:31Z [----] followers, [--] engagements
"Ill send an update on the trust estimations this weekend. Wild price movements in $sjt $ectm $pvl $hgtxu"
X Link 2022-08-19T21:39Z [----] followers, [--] engagements
"@DevaultBrad @mp4995491 @GardinerIsland $gultu finally cracked the $0.05 wall"
X Link 2022-08-22T20:02Z [----] followers, [--] engagements
"@James56487175 $aoiff could be an incredible home run"
X Link 2022-08-24T20:38Z [----] followers, [--] engagements
"@GardinerIsland I like both $ectm and $hgtxu. Both could hit $1.20 annually at current NG"
X Link 2022-08-26T01:49Z [----] followers, [--] engagements
"@GardinerIsland That said $pvl and $gultu might be cheapest currently"
X Link 2022-08-26T01:51Z [----] followers, [--] engagements
"@GardinerIsland Only other note Ill make is that thr $hgtxu reserve is fully funded. $ectm still a ways to go"
X Link 2022-08-26T01:58Z [----] followers, [--] engagements
"For the Dow dropping [----] points on a Friday a pretty decent day driven by $pbr/a $ptalf strength and coupled with some $hgtxu bottom-fishing. About 45% cash currently. Have a great weekend"
X Link 2022-08-26T20:02Z [----] followers, [--] engagements
"Added some $ectm at $2.83 for the first time in a while. Probably prints $1.20/year at todays gas prices"
X Link 2022-08-29T14:43Z [----] followers, [--] engagements
"@mp4995491 Good thought could be. I added 10% to $pbr/a and a little $aoiff"
X Link 2022-08-30T23:18Z [----] followers, [--] engagements
"@GardinerIsland Im back in $sjt in a decent position. Didnt do a whole lot else day. Bought some $hgtxu but sold those shares around $2.90. Equal positions of $hgtxu $gultu $sjt $ectm. In total those equal my $pvl position"
X Link 2022-08-31T20:29Z [----] followers, [--] engagements
"90% cash. Only holding $pbra currently"
X Link 2022-09-07T14:08Z [----] followers, [--] engagements
"Quick update on my trust estimations using static NG/oil prices. $pvl $sjt $ectm $gultu $hgtxu Per my previous posts Im solely in $pbr/a currently and have an 87% cash position"
X Link 2022-09-08T10:07Z [----] followers, [--] engagements
"Bought a touch of $ectm here in $2.30s. Just a touch"
X Link 2022-09-08T14:02Z [----] followers, [--] engagements
"@thepatheticpawn I added some $ectm today. It was my biggest for a long while but I harvested a good bit of the run up"
X Link 2022-09-08T21:23Z [----] followers, [--] engagements
"Added another touch of $ectm in $2.40s"
X Link 2022-09-09T14:04Z [----] followers, [--] engagements
"@GardinerIsland Nice little run in $ectm. $2.50 last week was a no brainer"
X Link 2022-09-12T15:57Z [----] followers, [--] engagements
"@GardinerIsland Updated my model for the last 10Q for $ectm. Annualized Volume down a bit (vs [----] FY) post production costs slightly up. If q2 volume repeats at $8.40 NYMEX $0.21 is the calculation (ex reserve)"
X Link 2022-09-15T11:43Z [----] followers, [--] engagements
"@GardinerIsland Just added a bunch"
X Link 2022-09-22T18:11Z [----] followers, [--] engagements
"@GardinerIsland I love trading $ectm"
X Link 2022-09-22T18:36Z [----] followers, [--] engagements
"Added small to: $ptalf $pbr/a $aoiff $pvl $sjt Added big to $hgtxu"
X Link 2022-09-28T17:48Z [----] followers, [--] engagements
"Wild September Took over [--] more laundromats and have my car wash under contract to sell. YTD return on invested capital: +91% (Aug @ +102% July @ +85%) Current positions (no order): $zim $hgtxu $sjt $gultu $ectm $pvl $aoiff $ptalf $pbr/a $qrtep $dhc $ilpt Cash at 54%"
X Link 2022-10-01T00:33Z [----] followers, [--] engagements
"@Patriot____1776 @HighbrowHaze Cc @GardinerIsland for input as he and I recently discussed as well"
X Link 2022-10-08T13:07Z [----] followers, [--] engagements
"@vanckzhu Check $hgtxu"
X Link 2022-10-08T14:28Z [----] followers, [--] engagements
"Bought more $lumn $ptalf $aoiff"
X Link 2022-10-11T13:38Z [----] followers, [--] engagements
"Threw my hat in the $atvi ring in $73s today for [---] shares 🤷♂. Hopefully Warren is right"
X Link 2022-10-11T21:17Z [----] followers, [--] engagements
"Added some $gultu at $0.045"
X Link 2022-10-12T14:58Z [----] followers, [--] engagements
"@GardinerIsland $hgtxu in the 1s is nuts"
X Link 2022-10-13T14:58Z [----] followers, [--] engagements
"@GardinerIsland $gultu pops its quarterly news tomorrow"
X Link 2022-10-13T15:06Z [----] followers, [--] engagements
"$gultu announces divi after close today. Gonna try for some at $0.04"
X Link 2022-10-14T14:40Z [----] followers, [--] engagements
"Nearly a $0.003 divi for $gultu. Not bad"
X Link 2022-10-15T18:04Z [----] followers, [--] engagements
"$lumn commentsway under BV at $7 Longleaf Comments on Lumen $LUMN #stocks #investing #valueinvesting #Commentary #Telecom #CommunicationServices https://t.co/UvUj2D56ln Longleaf Comments on Lumen $LUMN #stocks #investing #valueinvesting #Commentary #Telecom #CommunicationServices https://t.co/UvUj2D56ln"
X Link 2022-10-18T14:33Z [----] followers, [--] engagements
"Nearly $0.08 for $hgtxu (I had thought around $0.09). Development costs doubled from prior month. Also Interesting they spelled out their oil component in the tables this month (usually around 15-20% of their revenue) CC @GardinerIsland"
X Link 2022-10-21T16:14Z [----] followers, [--] engagements
"@JakeCatskill Buy some $hgtxu ahead of a big ole divi"
X Link 2022-10-25T16:42Z [----] followers, [--] engagements
"Lots of divi chasing in $hgtxu today"
X Link 2022-10-27T16:21Z [----] followers, [--] engagements
"The buyback machine just keeps rolling at $aoi $aoiff"
X Link 2022-10-31T11:10Z [----] followers, [--] engagements
"Nibbled at $ectm for first time in a long while"
X Link 2022-10-31T15:08Z [----] followers, [--] engagements
"Happy Halloween Quick summary of October below. YTD return on invested capital: +101% (Sept @ +91% Aug @ +101%) Current positions (no order): $zim $vale $bak $ectm $gultu $hgtxu $pvl $sjt $aoiff $ec $pbr/a $ptalf $vtnr $dhc $ilpt $lumn $qrtep Cash+s/t treasuries/cds: 53%"
X Link 2022-10-31T20:50Z [----] followers, [--] engagements
"Grabbed some $hgtxu at $1.78"
X Link 2022-11-02T14:35Z [----] followers, [--] engagements
"Added a big ole slug of $hgtxu at $1.78"
X Link 2022-11-04T13:56Z [----] followers, [--] engagements
"@JakeCatskill Buy some $hgtxu"
X Link 2022-11-04T22:17Z [----] followers, [--] engagements
"Might be cheapest in South America $ptalf Current field production capacity is over [-----] bopd This part of the [--] FCF matrix may be possible for $TAL.V / $PTALF now that Brent is rallying 👇 Reminder: $500 m market cap & $400 m EV (by YE [--] when adjusting for overdue ONP receivable) https://t.co/agTZ7wwjtn Current field production capacity is over [-----] bopd This part of the [--] FCF matrix may be possible for $TAL.V / $PTALF now that Brent is rallying 👇 Reminder: $500 m market cap & $400 m EV (by YE [--] when adjusting for overdue ONP receivable) https://t.co/agTZ7wwjtn"
X Link 2022-11-04T22:44Z [----] followers, [--] engagements
"@Citrini7 Trust are looking cheap $sjt $ectm $hgtxu $gultu $pvl"
X Link 2022-11-06T23:12Z [----] followers, [--] engagements
"@Citrini7 Ive dabbled there. I think $hgtxu is cheapest"
X Link 2022-11-06T23:37Z [----] followers, [--] engagements
"@GardinerIsland $hgtxu is incredibly cheap here"
X Link 2022-11-07T15:45Z [----] followers, [--] engagements
"@GardinerIsland Gave me a migraine"
X Link 2022-11-08T15:13Z [----] followers, [--] engagements
"Bought some more $aoiff today"
X Link 2022-11-09T18:54Z [----] followers, [--] engagements
"$aoiff chugging"
X Link 2022-11-10T14:52Z [----] followers, [--] engagements
"@GardinerIsland @fishtender2 $gultu also getting cheap"
X Link 2022-11-11T18:01Z [----] followers, [--] engagements
"I rang the cash register on some low basis $pbr/a $ec $ptalf $aoiff $bak shares today. Still very long on all but wanted to raise cash after the last few giant up days"
X Link 2022-11-11T19:06Z [----] followers, [--] engagements
"Looks like a nice day to load some $hgtxu"
X Link 2022-11-14T13:11Z [----] followers, [--] engagements
"Threw some UST interest & my $hgtxu $gultu $pvl divis at some [--] year 5.1% CDs"
X Link 2022-11-15T14:38Z [----] followers, [--] engagements
"$hgtxu $sjt $pvl divi announcements on deck Friday"
X Link 2022-11-16T12:46Z [----] followers, [--] engagements
"Bet we have one big seller of the $ectm divi run-up sell a chunk at market today and price hits $2.50 for 15-20 minutes"
X Link 2022-11-16T12:48Z [----] followers, [--] engagements
"@MIinMiami Ill post my guess today. Need to look at Natty gas a few months back"
X Link 2022-11-16T13:34Z [----] followers, [--] engagements
"My guesses for divi announcements this week: $pvl: $0.049 $sjt: $0.19 $hgtxu: $0.09 (assuming no change on open litigation)"
X Link 2022-11-16T19:26Z [----] followers, [--] engagements
"Hey @GardinerIsland - what do you think"
X Link 2022-11-16T20:45Z [----] followers, [--] engagements
"Actual $sjt: $0.172"
X Link 2022-11-18T14:01Z [----] followers, [--] engagements
"Actual $hgtxu: $0.067 (development costs higher than I modeled)"
X Link 2022-11-18T14:28Z [----] followers, [--] engagements
"Another $hgtxu nugget:"
X Link 2022-11-18T14:30Z [----] followers, [--] engagements
"$aoiff trading less than book"
X Link 2022-11-18T14:34Z [----] followers, [--] engagements
"@GardinerIsland $hgtxu around 40% but looks like they have some big development ahead"
X Link 2022-11-18T14:39Z [----] followers, [--] engagements
"Added 30% more $aoiff at $2.13-$2.16. Theyre still buying back shares guys (and have been buying in $2.40s)"
X Link 2022-11-18T15:15Z [----] followers, [--] engagements
"@MIinMiami 17% forward yield using this divi"
X Link 2022-11-18T21:36Z [----] followers, [--] engagements
"@GardinerIsland Dont forget about sneaky $gultu"
X Link 2022-11-23T19:43Z [----] followers, [--] engagements
"Added $lumn $5.68"
X Link 2022-11-28T15:22Z [----] followers, [--] engagements
"Got a big ole stink bid out there for some $hgtxu ahead of ex divi"
X Link 2022-11-28T18:15Z [----] followers, [--] engagements
"Added a little more $lumn. Book value over $12. Theyre a mess but I think they continue to sell assets to either get to a profitable core or the whole thing is bought (looks similar to General Cable 2018formerly $bgc ticker)"
X Link 2022-11-29T17:03Z [----] followers, [--] engagements
"Threw a little extra $ptalf in the bag"
X Link 2022-11-29T18:12Z [----] followers, [--] engagements
"Happy Holidays everyone After surviving a death scare below is my EOM November summary: YTD return on invested capital: +100% (Oct +101% Sept +90%) Current positions (no order): $usea $zim $bak $gultu $hgtxu $pvl $aoiff $ec $pbr/a $ptalf $dhc $ilpt $lumn $qrtep Cash at 48%"
X Link 2022-12-01T03:46Z [----] followers, [--] engagements
"Added a little $lumn and also threw a little $vtnr in for a daytrade"
X Link 2022-12-02T19:16Z [----] followers, [--] engagements
"Nibbled on $lumn"
X Link 2022-12-05T15:50Z [----] followers, [--] engagements
"Bought a little $hgtxu at $1.85"
X Link 2022-12-08T16:02Z [----] followers, [--] engagements
"@benbakhshi Yeah and for upcoming debt maturities"
X Link 2022-12-09T16:03Z [----] followers, [--] engagements
"Using Fridays closing NG/oil/equity numbers here are my forward estimates using static commodity prices for the trusts I follow & commentary below. $pvl $sjt $ectm $gultu $hgtxu"
X Link 2022-12-11T17:10Z [----] followers, [--] engagements
"@GardinerIsland @JupiterCaptainn I bought both $ectm and $hgtxu today. $pvl should be getting gassier but Im waiting. Dont like it at current oil levels"
X Link 2022-12-13T00:02Z [----] followers, [--] engagements
"$hgtxu $ectm looking cheap at $7NG"
X Link 2022-12-13T15:09Z [----] followers, [--] engagements
"@JRW_in_the_Keys @GardinerIsland $ectm $hgtxu crazy cheap at $7natty"
X Link 2022-12-13T15:20Z [----] followers, [--] engagements
"@LtDickDowling @GardinerIsland @JRW_in_the_Keys $hgtxu is Kansas Oklahoma and Wyoming. Good positions for the cold spell"
X Link 2022-12-13T15:29Z [----] followers, [--] engagements
"@GardinerIsland @appliedecon Yes"
X Link 2022-12-14T14:32Z [----] followers, [--] engagements
"@GardinerIsland @appliedecon I think $hgtxu may do well in this too. They sell across a range of indices"
X Link 2022-12-14T14:33Z [----] followers, [--] engagements
"@GardinerIsland Add some hgtxu"
X Link 2022-12-15T18:20Z [----] followers, [---] engagements
"@GardinerIsland Added [----] $sjt and [----] $hgtxu"
X Link 2022-12-15T18:25Z [----] followers, [---] engagements
"@_jdill23 @tripleoss I hedge my In my stock portfolio via natty gas trusts that pay dividends: $sjt $ectm $hgtxu $gultu $pvl Also raise those prices. Laundry owners are very slow to do this"
X Link 2022-12-15T18:31Z [----] followers, [---] engagements
"Trust divi declaration timing: [--]. $pvl- today after close [--]. $hgtxu- Monday before open [--]. $sjt - Monday before open $hgtxu and $sjt based on October NG pricing so I dont expect big numbers. $pvl could surprise as it is based on August NG and September Oil"
X Link 2022-12-16T20:36Z [----] followers, [---] engagements
"Given realized NG prices pretty good divi for $hgtxu. $HGTXU 15s. delayed: Issued Press Release on December [--] 09:25:00: HUGOTON ROYALTY TRUST DECLARES DECEMBER CASH DISTRIBUTION https://t.co/2FQ6pPCMJp $HGTXU 15s. delayed: Issued Press Release on December [--] 09:25:00: HUGOTON ROYALTY TRUST DECLARES DECEMBER CASH DISTRIBUTION https://t.co/2FQ6pPCMJp"
X Link 2022-12-19T14:34Z [----] followers, [---] engagements
"@MIinMiami Not using this divi"
X Link 2022-12-19T14:57Z [----] followers, [--] engagements
"@James56487175 Big on $ptalf"
X Link 2022-12-21T17:37Z [----] followers, [---] engagements
"$lumn about to see a $4 handle"
X Link 2022-12-22T18:35Z [----] followers, [---] engagements
"@GardinerIsland I think youll get a chance at $ectm and $hgtxu closer to $1"
X Link 2023-01-06T15:02Z [----] followers, [---] engagements
"@akamaozu @GardinerIsland Honestly the downside could be a goose egg- zero. Trusts have limited life. Very important to understand what youre buying"
X Link 2023-01-06T15:26Z [----] followers, [--] engagements
"@IlliniProgrammr Makes sense. Even with the warrant still a strong NAV. Its a sneaky dry bulk pick if anyone is bullish on those rates"
X Link 2023-01-10T19:32Z [----] followers, [---] engagements
"$1.35 spread between $pbr and $pbr/a - largest Ive seen in a bit"
X Link 2023-01-18T19:00Z [----] followers, [----] engagements
"I think the third party for the $hgtxu vote has called me twice/day [--] days per week for the last [--] days. A very good way to push away investors"
X Link 2023-01-21T15:47Z [----] followers, [---] engagements
"Hello everyone Good start to the year and also sold my car wash. Below is my EOM January summary: YTD return on invested capital: +8% Current positions (no order): $USEA $ZIM $BAK $SJT $AOIFF $EC $PBR/a $PTALF $DHC $ILPT $LUMN $RITM/d $QRTEP $MINDP Cash & S/T CDs: 48%"
X Link 2023-02-01T13:02Z [----] followers, [----] engagements
"This is the issue with the [----] $lumn low FCF guidance. Seems like theyre following the big consultant playbook- usually ends with seeking strategic alternatives. Ive lived that one once"
X Link 2023-02-08T03:00Z [----] followers, [----] engagements
"I dont own enough $ec $pbr/a *US TO SELL [--] MILLION MORE BARRELS FROM STRATEGIC CRUDE RESERVE *NEW US STRATEGIC CRUDE OIL SALES WERE MANDATED BY CONGRESS *DELIVERY FOR NEW US SPR SALES EXPECTED BETWEEN APRIL AND JUNE - @BloombergNRG *US TO SELL [--] MILLION MORE BARRELS FROM STRATEGIC CRUDE RESERVE *NEW US STRATEGIC CRUDE OIL SALES WERE MANDATED BY CONGRESS *DELIVERY FOR NEW US SPR SALES EXPECTED BETWEEN APRIL AND JUNE - @BloombergNRG"
X Link 2023-02-13T20:38Z [----] followers, [----] engagements
"Added some $qrtep at $50.40 on a trade- down 2% today with $qrtea up 2%"
X Link 2023-02-16T17:52Z [----] followers, [----] engagements
"And @DesatCap on point as usual $qrtep https://stocks.apple.com/AZyPWLnxhTACLjnx5ZMqyIQ https://stocks.apple.com/AZyPWLnxhTACLjnx5ZMqyIQ"
X Link 2023-02-17T14:08Z [----] followers, [---] engagements
"Very interesting- seems $hgtxu getting some of that west coast NG pricing"
X Link 2023-02-17T14:59Z [----] followers, [---] engagements
"@GardinerIsland Getting hammered AH. $hgtxu and $sjt have a massive divi coming next announcement IMO"
X Link 2023-02-17T23:40Z [----] followers, [---] engagements
"Hey @calvinfroedge - now I know why no one wants to buy $pbr and $pbr/aeven the financial writers cant calculate the dividend correctly. Check out this article. Pretty sure I got $6+ per share last year. https://www.redinews.com/utm_source=&utm_medium=SaturdayPM&utm_campaign=Channels20230218PM&id=202302121676199489 https://www.redinews.com/utm_source=&utm_medium=SaturdayPM&utm_campaign=Channels20230218PM&id=202302121676199489"
X Link 2023-02-19T00:23Z [----] followers, [----] engagements
"@hurontrader @GardinerIsland Opal doing the same thing $hgtxu"
X Link 2023-02-22T17:20Z [----] followers, [---] engagements
"Added [--] longs: [--]. $dblvf - an @James56487175 favorite [--]. $mpzzf- an @marhelm holding"
X Link 2023-03-06T14:47Z [----] followers, [---] engagements
"@benbakhshi @InaTailHedged For the [----] bonds YTM is around 10-11 right now unless Im not calculating correctly"
X Link 2023-03-07T04:29Z [----] followers, [--] engagements
"Bought [--] more CDs at 5.4%. Interesting (maybe anecdotal) but $pacw has lots of brokered CD offerings right now. Never seen them at the top of the CD yield chart before"
X Link 2023-03-10T14:50Z [----] followers, [---] engagements
"$nycb below Covid lows and a good divi. Thoughts"
X Link 2023-03-10T15:30Z [----] followers, [----] engagements
"Bought more $pbr/a to finish the week"
X Link 2023-03-10T20:56Z [----] followers, [----] engagements
"@andrew1corpora1 I need to buy some. I tried some $mpzzf but nothing executes . Guess I need to buy direct on international exchange"
X Link 2023-03-11T20:44Z [----] followers, [---] engagements
"Buy some more $pbr/a and $ec WHALEN: FED MIGHT CUT RATES BY 50BPS NEXT WEEK ### WHALEN: FED MIGHT CUT RATES BY 50BPS NEXT WEEK ###"
X Link 2023-03-12T12:52Z [----] followers, [----] engagements
"@AlmostMongolian Added a slug of $ec $pbra $rc"
X Link 2023-03-15T14:12Z [----] followers, [---] engagements
"Another CD in the binder from the $qrtep divi"
X Link 2023-03-15T15:30Z [----] followers, [---] engagements
"@JRW_in_the_Keys $0.78 this morning IMO- theyre going to take a big reserve for their capex needs this year i think $hgtxu should have a monster this morning too"
X Link 2023-03-21T12:24Z [----] followers, [---] engagements
"@Kakashi_Capital Think $mrrty will keep doing dividends"
X Link 2023-03-24T21:32Z [----] followers, [---] engagements
"Any of the $qrtep crew biting back here in the $30s @DesatCap @nopain_n0gain86 or bonds still more attractive Common $qrtea at historic lows (hope @LeviathanCapit1 is OK)"
X Link 2023-03-25T22:35Z [----] followers, [----] engagements
"Brent oil pumping and the Brazilian Real gaining strength: own more $pbr/a"
X Link 2023-03-27T22:39Z [----] followers, [----] engagements
"The divis just keep getting bigger $pbr/a"
X Link 2023-03-30T13:25Z [----] followers, [----] engagements
"Threw some interest received at some $pbr/a"
X Link 2023-03-30T13:58Z [----] followers, [---] engagements
"$qrtep taken to woodshed @desat. Looking interesting"
X Link 2023-03-30T17:34Z [----] followers, [---] engagements
"$ec $pbr/a $lumn $zim waking up today"
X Link 2023-04-11T13:56Z [----] followers, [----] engagements
"@JakeCatskill @MoneyShow @TradeTipsApp Casinos need a stock market table game"
X Link 2023-04-21T20:46Z [----] followers, [--] engagements
"$sjt puts started printing today. $pvl puts next"
X Link 2023-05-02T00:48Z [----] followers, [---] engagements
"After reading this Im 100% confident $lumn is working with either Bain or McKinsey. [----] strategic alternatives exploration announcement on deck Im sure to sell the rest of the place. https://stocks.apple.com/A1SPHm_F2T_arQaZ44dAdiw https://stocks.apple.com/A1SPHm_F2T_arQaZ44dAdiw"
X Link 2023-05-03T01:14Z [----] followers, [----] engagements
"Still holding a massive amount of $pvl puts. Divis looks awful at current WTI and NG pricing"
X Link 2023-05-03T15:00Z [----] followers, [---] engagements
"Threw some more $pbr/a and $bak in the coin bag"
X Link 2023-05-08T14:09Z [----] followers, [---] engagements
"Bought a little bit of $stwd $hfro $ritm in an account that rarely look at and dont plan to. Sold OTM calls against it except $hfro"
X Link 2023-05-10T14:00Z [----] followers, [---] engagements
"Its not an Old Fashioned @Greensheet6 but itll work RE $pbr divi"
X Link 2023-05-12T02:39Z [----] followers, [---] engagements
"Nobody owns enough $pbr"
X Link 2023-05-15T10:44Z [----] followers, [----] engagements
"$1.34 spread on $pbr vs $pbr/a Pretty decent"
X Link 2023-05-18T14:40Z [----] followers, [----] engagements
"Hello everyone Below is my EOM June summary. YTD return on invested capital: +24% (EOM May @ +18% Apr @ +13%) Current Positions $USEA $ZIM $SJT $EC $PBR.A $ILPT $RITM $STWD $JXN $FSK $RC $LUMN Cash & CDs at 49%"
X Link 2023-07-04T23:27Z [----] followers, [----] engagements
"@checks_inc @DesatCap Appreciate the context Ill keep it on my radar"
X Link 2023-07-09T23:39Z [----] followers, [---] engagements
"Why has @calvinfroedge stopped talking about $ec and $pbr/a"
X Link 2023-07-21T02:26Z [----] followers, [----] engagements
"Hello everyone Below is my EOM July summary. YTD return on invested capital: +28% (EOM June @ +24% May @ +18%) Current Positions $USEA $ZIM $SJT $EC $PBR.A $ILPT $RC $LUMN Cash & CDs at 49%"
X Link 2023-08-01T11:26Z [----] followers, [----] engagements
"@GardinerIsland Bought some $pbr/a and $ec"
X Link 2023-08-01T19:07Z [----] followers, [---] engagements
"@DividendMaster @BillTho69312367 I was holding 100K+ of $ptalf at one pointnice earnings and May re-enter"
X Link 2023-08-09T10:13Z [----] followers, [---] engagements
"Does anybody else think $lumn will get acquired Thinking about doubling position at $1.57 and selling $0.79 $3 long calls against it"
X Link 2023-08-22T14:01Z [----] followers, [---] engagements
"Hello everyone Below is my EOM August summary. YTD return on invested capital: +27% (EOM July @ +28% June @ +24% May @ +18%) Current Positions: $USEA $ZIM $EC $PBR.A $KRP $ILPT $RC $FSK $LUMN Cash & CDs at 49%"
X Link 2023-09-02T15:15Z [----] followers, [----] engagements
"Flat month on stocks for me. $EC & $PBR.A positions offset some weakness (not unexpected) in $ZIM $LUMN & $USEA. I maintain a pretty large % of my longs having covered calls on them. Big month for the biz- in the acquisition process of laundromats [----]. More to come"
X Link 2023-09-02T15:19Z [----] followers, [---] engagements
"Laundry #11 under contract. Its getting wild"
X Link 2023-09-14T03:00Z [----] followers, [---] engagements
"Awesome day at Mississippi State. Podcast link below: https://podcasts.apple.com/us/podcast/jack-hatcher-entrepreneurship-podcast/id1080023647i=1000629586057 https://podcasts.apple.com/us/podcast/jack-hatcher-entrepreneurship-podcast/id1080023647i=1000629586057"
X Link 2023-09-29T03:55Z [----] followers, [----] engagements
"Hello everyone Below is my EOM September summary: YTD return on invested capital: +28% (EOM August @ +27% July @ +28% June @ +24%) Current Positions: $USEA $ZIM $EC $PBR.A $KRP $ILPT $RC $LUMN Cash & CDs at 49%"
X Link 2023-10-02T14:56Z [----] followers, [----] engagements
"@DesatCap I may add some $qrtep"
X Link 2023-10-03T17:55Z [----] followers, [---] engagements
"Rolled some OTM covered calls to add another dozen CDs to the binder"
X Link 2023-10-04T18:21Z [----] followers, [---] engagements
"@James56487175 CDs oil stocks laundromats & land for me"
X Link 2023-10-06T22:30Z [----] followers, [---] engagements
"@DividendMaster I think Ill get back on the $sbr train"
X Link 2023-10-17T22:58Z [----] followers, [---] engagements
"Added a slug of $sbr @DividendMaster"
X Link 2023-10-18T14:07Z [----] followers, [---] engagements
"I have also been doing some trimming. I only own $pbr.a $ec $rc $sbr & my $lumn bag for equities (pbr and EC is big size). 2nd CD binder growing. @Greensheet6 Agree @Greensheet6 Agree"
X Link 2023-10-18T15:52Z [----] followers, [----] engagements
"@DividendMaster $sbr and $ec baby"
X Link 2023-10-20T16:26Z [----] followers, [---] engagements
"Hey #laundromat twitter Give me your favorite laundry payment systems & remote mgmt. We are exploring the idea of going coinless. We currently have [--] Fascard stores and [--] DexterPay and the rest cash Ive heard from multiple sources that Laundroworks is the best"
X Link 2023-10-25T10:11Z [----] followers, [---] engagements
"@DesatCap What are you buying"
X Link 2023-10-25T18:22Z [----] followers, [---] engagements
"@patrickcomack Strategic alternatives coming soon"
X Link 2023-10-31T21:47Z [----] followers, [---] engagements
"@BichonRedux I love me some $ptalf"
X Link 2023-11-02T20:26Z [----] followers, [---] engagements
"@benbakhshi Time to jump back on the $qrtep train"
X Link 2023-11-04T10:31Z [----] followers, [---] engagements
"@GardinerIsland Yield based on last divi looks good. Im going to run some forward looking numbers on them and the other trusts"
X Link 2023-11-04T10:33Z [----] followers, [--] engagements
"@arthurk192 All with [--] minutes of our core hub"
X Link 2023-11-07T02:58Z [----] followers, [--] engagements
"@blondesnmoney Any favorite high yield bonds besides $geo"
X Link 2023-11-12T21:54Z [----] followers, [---] engagements
"Only a few of my $pbr long $12.50 cov calls assigned. Thanks for the divi call buyers"
X Link 2023-11-22T12:36Z [----] followers, [---] engagements
"A bunch more got assigned and executed today after ex divi. Love free Divis"
X Link 2023-11-22T21:09Z [----] followers, [---] engagements
"$lumn [----] bonds yielding 40%YTM. Any thoughts @DesatCap"
X Link 2023-11-29T14:01Z [----] followers, [---] engagements
"Sold out of the balance of the positions over the past [--] months to reallocate into CDs my garage project and more laundromats"
X Link 2023-12-02T19:43Z [----] followers, [---] engagements
"Pie chart of my asset allocation below for those interested:"
X Link 2023-12-02T19:45Z [----] followers, [---] engagements
"@DividendMaster My guess is its a big catch up. It says base oil production was from September and then the new oil was first through august. So certainly has to have a few extra months in there IMO"
X Link 2023-12-05T16:01Z [----] followers, [---] engagements
"@DividendMaster All I own is $ec currently. Doing a little digging on $sbrmay follow you there"
X Link 2023-12-05T17:44Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::carpool_ceo