# ![@koryographers Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1089154585820721152.png) @koryographers handinhand

handinhand posts on X about south korea, china, $gtx, byd the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1089154585820721152/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1089154585820721152/c:line/m:interactions.svg)

- [--] Week [---] +311%
- [--] Month [---] -48%
- [--] Months [-----] -53%
- [--] Year [-----] -76%

### Mentions: [--] [#](/creator/twitter::1089154585820721152/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1089154585820721152/c:line/m:posts_active.svg)

- [--] Months [--] -96%
- [--] Year [--] +50%

### Followers: [---] [#](/creator/twitter::1089154585820721152/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1089154585820721152/c:line/m:followers.svg)

- [--] Week [---] +1.40%
- [--] Month [---] -2.10%
- [--] Months [---] -2.80%
- [--] Year [---] +34%

### CreatorRank: [---------] [#](/creator/twitter::1089154585820721152/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1089154585820721152/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  31.82% [finance](/list/finance)  12.12% [automotive brands](/list/automotive-brands)  7.58% [travel destinations](/list/travel-destinations)  7.58% [technology brands](/list/technology-brands)  4.55% [cryptocurrencies](/list/cryptocurrencies)  4.55% [stocks](/list/stocks)  3.03%

**Social topic influence**
[south korea](/topic/south-korea) 16.67%, [china](/topic/china) 10.61%, [$gtx](/topic/$gtx) #7, [byd](/topic/byd) 6.06%, [seoul](/topic/seoul) 4.55%, [geely](/topic/geely) 4.55%, [united states](/topic/united-states) 4.55%, [japan](/topic/japan) 4.55%, [ai](/topic/ai) 3.03%, [market](/topic/market) 3.03%

**Top accounts mentioned or mentioned by**
[@bannonswarroom](/creator/undefined) [@mxtaverse](/creator/undefined) [@zerohedge](/creator/undefined) [@cryptowncrier](/creator/undefined) [@wmiddelkoop](/creator/undefined) [@desmondshum](/creator/undefined) [@shaletier7](/creator/undefined) [@investingcanons](/creator/undefined) [@respeculator](/creator/undefined) [@drtarao](/creator/undefined) [@trtworldnow](/creator/undefined) [@stockdatamarket](/creator/undefined) [@visegrad24](/creator/undefined) [@noauthority1991](/creator/undefined) [@genflynn](/creator/undefined) [@mohiniwealth](/creator/undefined) [@lauraloomer](/creator/undefined) [@newshamgrant](/creator/undefined) [@andrewcoye](/creator/undefined)

**Top assets mentioned**
[Garrett Motion Inc. Common Stock (GTX)](/topic/$gtx) [Sable Offshore Corp. (SOC)](/topic/$soc) [General Motors Company (GM)](/topic/general-motors) [Sasol Limited (SSL)](/topic/$ssl) [BorgWarner Inc. (BWA)](/topic/$bwa)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$GTX FT) Developers are increasingly turning to smaller gas engines as a stopgap. These engines typically sized at [--] to 20MW and based on internal combustion designs similar to automobile engines can be deployed more quickly and installed in clusters to meet power demand"  
[X Link](https://x.com/koryographers/status/2019571974226448781)  2026-02-06T00:40Z [---] followers, [--] engagements


"Another one for $GTX After Ford and General Motors announced large writedowns linked to their EV strategy today Stellantis has announced it will take [--] billion ($26 billion) in impairments as it scales back its EV plans. With a brutal admission by the CEO https://t.co/Z75zNamcCm After Ford and General Motors announced large writedowns linked to their EV strategy today Stellantis has announced it will take [--] billion ($26 billion) in impairments as it scales back its EV plans. With a brutal admission by the CEO https://t.co/Z75zNamcCm"  
[X Link](https://x.com/koryographers/status/2019730581421211808)  2026-02-06T11:11Z [---] followers, [---] engagements


"Chinese HF pulling money off of South Korean markey Korean investors pour US$92.5 million into Hong Kong AI tech stocks-scmp Korean investors pour US$92.5 million into Hong Kong AI tech stocks-scmp"  
[X Link](https://x.com/koryographers/status/2023255515065938369)  2026-02-16T04:37Z [---] followers, [--] engagements


"RT @wmiddelkoop: Worlds Largest Pension Fund (Dutch ABP) Dumped 30% of Treasuries (Bloomberg)"  
[X Link](https://x.com/koryographers/status/2021530965324296540)  2026-02-11T10:25Z [---] followers, [---] engagements


"RT @DesmondShum: Chinas Prosperity: Built by Households Claimed by the State Let this sink in. The IMF puts Chinas [----] GDP per capita"  
[X Link](https://x.com/koryographers/status/2021708215860498755)  2026-02-11T22:09Z [---] followers, [---] engagements


"The fact that institutions from energy consuming nations are managing price expectations through an oversupply narrative itself suggests that the energy market is in a fragile state LNG oversupply poses risk to Qatars growth outlook IMF says https://t.co/Gt1Ur1w4qZ LNG oversupply poses risk to Qatars growth outlook IMF says https://t.co/Gt1Ur1w4qZ"  
[X Link](https://x.com/anyuser/status/2022142059591970842)  2026-02-13T02:53Z [---] followers, [--] engagements


"RT @ShaleTier7: So this gentleman posts -- "I've just retweeted some oil analysts seems like the supply story is fading away". His retwee"  
[X Link](https://x.com/koryographers/status/2022464079269703795)  2026-02-14T00:13Z [---] followers, [--] engagements


"RT @InvestingCanons: Warren Buffett: Stocks sell at silly prices from time to timeit doesnt take a high I.Q. to figure out that theyre"  
[X Link](https://x.com/koryographers/status/2022697869657149710)  2026-02-14T15:42Z [---] followers, [---] engagements


"RT @respeculator: #tin mined supply has already topped out in [----] and doesnt look like it will be turning back up anytime soon. https:"  
[X Link](https://x.com/koryographers/status/2022812995144094123)  2026-02-14T23:19Z [---] followers, [--] engagements


"Background of recent Korean Martial Law: DP is funded and supported by the CCP which also provides manpower assistance during election campaigns. This is an issue the US should take seriously"  
[X Link](https://x.com/koryographers/status/1873039590707405204)  2024-12-28T16:13Z [--] followers, [----] engagements


"The CCP operates special task forces that manipulate online political discussions and exert direct control over several news agencies. Additionally the CCP controls international students in Korea to organize political demonstrations"  
[X Link](https://x.com/koryographers/status/1873039683229508039)  2024-12-28T16:13Z [--] followers, [--] engagements


"These efforts are aimed at promoting anti-US and pro-CCP sentiment. A particularly serious concern is the CCPs acquisition of real estate and land near US military bases. Recently the CCP acquired a wind farm project near Kunsan Air Base"  
[X Link](https://x.com/koryographers/status/1873039744441242049)  2024-12-28T16:14Z [--] followers, [--] engagements


"Koreas current anti-spy laws which apply only to North Korean operatives have prompted the Republican Party to propose amendments allowing the government to address CCP-related espionage. However DP as the majority party has opposed these amendments due to its ties to CCP"  
[X Link](https://x.com/koryographers/status/1873040062663016799)  2024-12-28T16:15Z [--] followers, [---] engagements


"@DrTaraO South Korea's Democratic Party is controlled by groups aligning with North Korea's regime working to weaken democracy and promote a one-party system like in North Korea and China. https://x.com/koryographers/status/1873039590707405204 Background of recent Korean Martial Law: DP is funded and supported by the CCP which also provides manpower assistance during election campaigns. This is an issue the US should take seriously. https://x.com/koryographers/status/1873039590707405204 Background of recent Korean Martial Law: DP is funded and supported by the CCP which also provides manpower"  
[X Link](https://x.com/koryographers/status/1873762018521727397)  2024-12-30T16:04Z [--] followers, [---] engagements


"The North Korean regime completely lost the economic capacity to support anti-democracy figures in South Korea after the "Arduous March" in the 1990s. Consequently forces that worship the one-party dictatorship and the North Korean dictator sought sponsorship from the CCP"  
[X Link](https://x.com/koryographers/status/1873768751977648444)  2024-12-30T16:30Z [--] followers, [---] engagements


"@zerohedge https://x.com/koryographers/status/1873039590707405204t=t48Z1Z1FKvMXPQyNeAIMOg&s=19 Background of recent Korean Martial Law: DP is funded and supported by the CCP which also provides manpower assistance during election campaigns. This is an issue the US should take seriously. https://x.com/koryographers/status/1873039590707405204t=t48Z1Z1FKvMXPQyNeAIMOg&s=19 Background of recent Korean Martial Law: DP is funded and supported by the CCP which also provides manpower assistance during election campaigns. This is an issue the US should take seriously"  
[X Link](https://x.com/koryographers/status/1874123311950815516)  2024-12-31T15:59Z [--] followers, [--] engagements


"@zerohedge https://x.com/koryographers/status/1874084788040327637t=t48Z1Z1FKvMXPQyNeAIMOg&s=19 Live footage of Korean electoral fraud perpetrated by the CCP and DPRK dictatorship: NEC (National Election Commission) staff broke the seals on the ballot boxes after the election inserted fake ballots and then resealed them. #1 Gangnam Seoul https://t.co/9YFci8qRID https://x.com/koryographers/status/1874084788040327637t=t48Z1Z1FKvMXPQyNeAIMOg&s=19 Live footage of Korean electoral fraud perpetrated by the CCP and DPRK dictatorship: NEC (National Election Commission) staff broke the seals on the"  
[X Link](https://x.com/koryographers/status/1874123445665227202)  2024-12-31T16:00Z [--] followers, [--] engagements


"@TRTWorldNow # #STS #STOPTHESTEAL https://x.com/koryographers/status/1874084788040327637 Live footage of Korean electoral fraud perpetrated by the CCP and DPRK dictatorship: NEC (National Election Commission) staff broke the seals on the ballot boxes after the election inserted fake ballots and then resealed them. #1 Gangnam Seoul https://t.co/9YFci8qRID https://x.com/koryographers/status/1874084788040327637 Live footage of Korean electoral fraud perpetrated by the CCP and DPRK dictatorship: NEC (National Election Commission) staff broke the seals on the ballot boxes after the election"  
[X Link](https://x.com/koryographers/status/1874463174336098776)  2025-01-01T14:30Z [--] followers, [--] engagements


"@stockdatamarket @visegrad24 https://x.com/koryographers/status/1874084788040327637t=sKXSQG7OWFtu5FeuiwpBqw&s=19 Live footage of Korean electoral fraud perpetrated by the CCP and DPRK dictatorship: NEC (National Election Commission) staff broke the seals on the ballot boxes after the election inserted fake ballots and then resealed them. #1 Gangnam Seoul https://t.co/9YFci8qRID https://x.com/koryographers/status/1874084788040327637t=sKXSQG7OWFtu5FeuiwpBqw&s=19 Live footage of Korean electoral fraud perpetrated by the CCP and DPRK dictatorship: NEC (National Election Commission) staff broke"  
[X Link](https://x.com/koryographers/status/1876184292637982982)  2025-01-06T08:29Z [--] followers, [--] engagements


"The martial law is the last constitutional method to investigate the NEC. As soon as martial law was declared the Counterintelligence Command and Intelligence Command were dispatched to the NEC"  
[X Link](https://x.com/koryographers/status/1876851511776465155)  2025-01-08T04:40Z [---] followers, [---] engagements


"They conducted forensic analysis on NEC servers and secured decisive evidence of election fraud. Reportedly hackers of Huawei and Tencent who were involved in the Ghana presidential election in December have been arrested in NEC's training center and are under investigation"  
[X Link](https://x.com/koryographers/status/1876851841763303709)  2025-01-08T04:42Z [---] followers, [---] engagements


"Therefore they aim to impeach the president by citing vague constitutional violations in collaboration with a judiciary aligned with them through the election crime"  
[X Link](https://x.com/koryographers/status/1876852022642659681)  2025-01-08T04:42Z [---] followers, [---] engagements


"Chinese applications are suddenly dominating the top download rankings in the Korean App Store. These apps had never appeared in the rankings before but surfaced on the list on the 31st Dec. during the illegal arrest by the CIO"  
[X Link](https://x.com/koryographers/status/1877322364729344047)  2025-01-09T11:51Z [---] followers, [----] engagements


"On that day many people reported sightings of Chinese individuals near the presidential residence. A second illegal arrest attempt seems imminent. Reports are needed on the intended use of these apps: GPS sync metronome altimeter auto click/refresh web speed/security test"  
[X Link](https://x.com/koryographers/status/1877324019856183546)  2025-01-09T11:58Z [---] followers, [---] engagements


"A Chinese national affiliated with the Chinese intelligence agency was recently apprehended for photographing military facilities in Korea. The GPS and altimeter apps currently ranking high in App store also appear to be intended for leaking critical facility information to China prosecutors have indicted seven retired military officers members of the Fukang Alliance Party (or Rehabilitation Alliance Party; ) including founder / chairman Chu Hung-yi () for allegedly obtaining funds from PLA and forming paramilitary groups and https://t.co/UpxIjf6WJe prosecutors have indicted seven retired"  
[X Link](https://x.com/koryographers/status/1877517349911507198)  2025-01-10T00:46Z [--] followers, [---] engagements


"The apps were revealed to have been developed by Tencent. They along with Huawei intervened in Korea's election fraud. Meanwhile after the suspicious apps below ranked #1&2 they were removed from the Appstore. They appear to be linked to drone control and code decryption"  
[X Link](https://x.com/koryographers/status/1877550505632870882)  2025-01-10T02:58Z [---] followers, [---] engagements


"$GTX's penetration into BYD & Geely supply chain confirmed. Considering Chinese top OEM's rapid m/s gains in SEA/LATAM & +50% NEV m/s in China PV market this will allow GTX to maintain its leading position amid bloc fragmentation. Could top $18 if cyclical turnaround sets in"  
[X Link](https://x.com/koryographers/status/1920720987764535660)  2025-05-09T06:02Z [---] followers, [---] engagements


"Recap on May [--]. report of $GTX: 1) YoY growth of monthly HV sales outpaced EV sales since May [--] 2) EV M/S within monthly global auto sales lost momentum since Dec. 23; 5%p gap between HV M/S 3) BYD took 1st place on 1H24 global M/S @ 14.9% backed by EV & PHEV gains"  
[X Link](https://x.com/koryographers/status/1922652329829925302)  2025-05-14T13:56Z [---] followers, [---] engagements


"4) Growth ops in EMs where Chinese OEMs are taking M/S from Japanese OEMs 5) ICE accounted for 80% of Chinese OEM exports in 1H24 - mainly to Russia Mexico & MEA 6) At the time $GTX turbo confirmed in Chery Changan SAIC Dongfeng GAC Geely but $BWA in BYD"  
[X Link](https://x.com/koryographers/status/1922665258520322156)  2025-05-14T14:48Z [---] followers, [---] engagements


"Thought losing the Chinese supply chain was the biggest risk. However the mngt. reported in 1Q25 call that they've made "significant progress" with BYD & Geely on turbocharging PHEVs and EREVs. At least for the next [--] yrs HV will lead the PV market and HV needs better turbos"  
[X Link](https://x.com/koryographers/status/1922674126474342754)  2025-05-14T15:23Z [---] followers, [--] engagements


"@noauthority1991 @GenFlynn Just think about what happened in HK. The side perpetrating the election fraud thinks that the US Army is an invader and wants to replicate CCP system into South Korea with the help of CCP"  
[X Link](https://x.com/koryographers/status/1928079118349840720)  2025-05-29T13:20Z [---] followers, [--] engagements


"Background on Korean Election Fraud and Their Connection to the Global Deep State: CCP and USAID funding were crucial for the formation of this election fraud system. That funding led to the establishment of AWEB (Association of World Election Bodies) HQ-ed in South Korea"  
[X Link](https://x.com/koryographers/status/1928641273163866512)  2025-05-31T02:34Z [---] followers, [--] engagements


"AWEB is a covert NGO that has been playing a major role in election fraud not only in South Korea but also in Kyrgyzstan Fiji Congo Ghana Gambia Gabon Guinea Liberia and other countries"  
[X Link](https://x.com/koryographers/status/1928641422175121522)  2025-05-31T02:35Z [---] followers, [--] engagements


"Election fraud in South Korea is occurring because the interests of the global deep state and Korean politicians align. Many Americans believe that South Korea's election fraud is separate from that in the United States"  
[X Link](https://x.com/koryographers/status/1928642062993314257)  2025-05-31T02:37Z [---] followers, [--] engagements


"However it is these same entities that made Joe Biden president. Fake ballots manufactured in China were transported to the United States via Korean Air. If the Trump administration overlooks this the United States will soon follow the same path as Europe and Canada"  
[X Link](https://x.com/koryographers/status/1928642080336715850)  2025-05-31T02:37Z [---] followers, [--] engagements


"@MohiniWealth @LauraLoomer This is entirely false. Lee is a far-left communist politician. He has stated that the US Army in Korea is an invader and illegally sent $8mn to North Korea. He is the most radical advocate of universal basic income and the nationalization of major corporations like Samsung"  
[X Link](https://x.com/koryographers/status/1930213769826971756)  2025-06-04T10:43Z [---] followers, [--] engagements


"@cryptowncrier @Bannons_WarRoom For the first time in history North Korean media reported the presidential election in South Korea one official stating that they've been waiting for Lee. Lee a far-left politician is charged with $8mn illegal transfer to North Korea"  
[X Link](https://x.com/koryographers/status/1930452624492695576)  2025-06-05T02:32Z [---] followers, [--] engagements


"@cryptowncrier @Bannons_WarRoom Lee's cabinet includes numerous North Korean operatives and pro-CCP politicians. They truely believe that the US Army is an invader and their goal is to reunite with North Korea after removing US Army out of the country. This will be a direct geopolitical threat to Japan and US"  
[X Link](https://x.com/koryographers/status/1930454370086445337)  2025-06-05T02:39Z [---] followers, [--] engagements


"The Geopolitical Implications of CCP Seizing Power in South Korea: Even setting aside the issue of election fraud orchestrated by the CCP the takeover of South Korea by a pro-China faction would have profound consequences for Americas global geopolitical dominance"  
[X Link](https://x.com/koryographers/status/1930488253154725940)  2025-06-05T04:54Z [---] followers, [---] engagements


"Geopolitically the Korean Peninsulas role is to provide a first line of defense for Japan and across the Pacific the United States against the increasingly consolidated authoritarianism of the Eurasian interior"  
[X Link](https://x.com/koryographers/status/1930489156138058087)  2025-06-05T04:57Z [---] followers, [--] engagements


"Kunsan Air Base is the closest U.S. air base to Beijing akin to a sword at Chinas throat. US Army forces in South Korea exert direct pressure on North Korea and the Busan Naval Base serves as a port of call for U.S. warships"  
[X Link](https://x.com/koryographers/status/1930489266024648975)  2025-06-05T04:58Z [---] followers, [--] engagements


"Zbigniew Brzezinski once described this as a perch for the American eagle. Moreover as the U.S. shipbuilding industry has declined South Koreas shipbuilding sector has become an irreplaceable asset for American maritime supremacy"  
[X Link](https://x.com/koryographers/status/1930489354851635674)  2025-06-05T04:58Z [---] followers, [--] engagements


"Koreas far-left politicians aim to achieve a unified nation-state with North Korea and to be incorporated into Chinas order. Rooted in Maoism and Juche they seek to introduce the authoritarian systems of North Korea and China into South Korea to maintain perpetual power"  
[X Link](https://x.com/koryographers/status/1930489630329393608)  2025-06-05T04:59Z [---] followers, [--] engagements


"The newly elected Lee administration is considered the most extreme among them with some members previously implicated in espionage activities directed and funded by North Korea"  
[X Link](https://x.com/koryographers/status/1930489744162742682)  2025-06-05T04:59Z [---] followers, [--] engagements


"This represents the ultimate victory of underground organizations that have sought since the division of the Koreas to separate South Korea from the U.S. and Japan and to introduce communism"  
[X Link](https://x.com/koryographers/status/1930489867924119735)  2025-06-05T05:00Z [---] followers, [--] engagements


"Within its five-year term the Lee administration will likely attempt to achieve a federal unification with North Korea which the Moon administration failed to realize and in exchange for Chinas approval will move to expel U.S. forces from Korea"  
[X Link](https://x.com/koryographers/status/1930490123730518393)  2025-06-05T05:01Z [---] followers, [--] engagements


"China has already obtained key classified information on US military bases in South Korea through years of sophisticated espionage. They've acquired information from the Korean military through bribery and coercion purchased land near US bases to install surveillance equipment"  
[X Link](https://x.com/koryographers/status/1930490383685046777)  2025-06-05T05:02Z [---] followers, [--] engagements


"@Bannons_WarRoom I see a lot of comments about pulling troops out. Of course it's entirely up to the decision of the American people. But when you look at what China has been doing in Eurasia that decision has profound implications to the US homeland security. https://x.com/koryographers/status/1930488253154725940t=NQpPN49HxAojDccKV4DO6Q&s=19 The Geopolitical Implications of CCP Seizing Power in South Korea: Even setting aside the issue of election fraud orchestrated by the CCP the takeover of South Korea by a pro-China faction would have profound consequences for Americas global geopolitical"  
[X Link](https://x.com/koryographers/status/1930498175967859154)  2025-06-05T05:33Z [---] followers, [--] engagements


"@NewshamGrant That is because Chosun is one of the members of the election fraud cartel. From the very beginning they have been involved with AWEB which is spreading election fraud around the world"  
[X Link](https://x.com/koryographers/status/1933486673977094484)  2025-06-13T11:28Z [---] followers, [---] engagements


"@mxtaverse In [----] during the Yongbyon incident the U.S. government planned to bomb North Koreas nuclear facilities. However this plan met with strong opposition from South Korean President Kim Young-sam and was ultimately not carried out"  
[X Link](https://x.com/koryographers/status/1936778295556878443)  2025-06-22T13:28Z [---] followers, [---] engagements


"@mxtaverse President Kim having come to power by defeating the military regime through an alliance with communists within SK did not pursue a consistent anti-NK policy. Also at the time the vivid memories of the Korean War meant that public opinion was strongly in favor of avoiding"  
[X Link](https://x.com/koryographers/status/1936779107771334881)  2025-06-22T13:31Z [---] followers, [--] engagements


"@mxtaverse Exchanging national security for political stability has left East Asia burdened with the unresolved problem of North Korea to this day. Once nuclear weapons are developed thats the end of it. Considering the East Asian example the recent airstrike is an unavoidable decision"  
[X Link](https://x.com/koryographers/status/1936779559489401204)  2025-06-22T13:33Z [---] followers, [--] engagements


"$GTX $18/share even without material ZEV rev tldr: [----] $GTX Garrett Motion Inc. turbos r cool. free cash flow. https://t.co/svDrJjkd4u tldr: [----] $GTX Garrett Motion Inc. turbos r cool. free cash flow. https://t.co/svDrJjkd4u"  
[X Link](https://x.com/koryographers/status/1981494658724483117)  2025-10-23T22:55Z [---] followers, [---] engagements


"$SOC Pipeline not likely (Enlighten me if i am wrong. Not a lawyer) "Actual or Impending Emergency" While Executive Order [-----] itself is a political act beyond judicial review any administrative action (like an ESP) based on it must comply with statutory law"  
[X Link](https://x.com/koryographers/status/2006252237966958952)  2025-12-31T06:33Z [---] followers, [---] engagements


"Im not sure if the need to get the pipeline running within [--] days really qualifies as an emergency. What am I missing"  
[X Link](https://x.com/koryographers/status/2006253479288033404)  2025-12-31T06:37Z [---] followers, [---] engagements


"$SOC won. The decisive mistake was mixing up the standards for the merits with the standards for a stay. In denying the stay the court explicitly relied on the Nken v. Holder framework"  
[X Link](https://x.com/koryographers/status/2006993958136930814)  2026-01-02T07:40Z [---] followers, [---] engagements


"$OSME An Aramco-vendor O&G services company based in Singapore that came up on the screener ($4.49). Is it cheap on an EV/EBIT basis Market cap of $190mn no debt and $125mn in cash ($29mn from the IPO) resulting in a low EV. With EBIT at around $30mn EV/EBIT is roughly 2x"  
[X Link](https://x.com/koryographers/status/2008096001220030753)  2026-01-05T08:39Z [---] followers, [--] engagements


"The company is accumulating about $30mn in cash annually. However management has stated there will be no dividends for the time being and there are no other shareholder-return plans. They are considering M&A in AI robotics or O&G services which introduces uncertainty"  
[X Link](https://x.com/koryographers/status/2008096150264672403)  2026-01-05T08:40Z [---] followers, [--] engagements


"As a result the cash cannot be fully valued. In other words it may not actually be cheap (EV/EBIT excluding cash 5x vs. peers 7x). Are operating margins high OPM is around 20%. The 30% level in FY25 is driven by a temporary increase in volumes to Saudi Arabia"  
[X Link](https://x.com/koryographers/status/2008096235279040931)  2026-01-05T08:40Z [---] followers, [--] engagements


"A review of the 10-year vendor contract with Aramco which accounts for 70% of revenue shows an unfavorable position for margin defense. It is a fixed-price contract; any price adjustment requires Aramcos approval and Aramco has audit rights"  
[X Link](https://x.com/koryographers/status/2008096375767208301)  2026-01-05T08:40Z [---] followers, [--] engagements


"By contrast the raw material supplier Global Pipe Company sells at market prices. Given the ongoing weakness in global steel prices mid-cycle margins could be lower than 20%. Financials only available from FY23 onward so it is difficult to be confident about fundamentals"  
[X Link](https://x.com/koryographers/status/2008096678839222745)  2026-01-05T08:42Z [---] followers, [--] engagements


"ROIC high at around 60% but there is uncertainty as to whether this can be sustained (return on reinvestment.) Upside: Increase in Aramco capex; accretive M&A Downside: Aramco concentration risk; steel prices recovery; value destruction Would take a look post M&A"  
[X Link](https://x.com/koryographers/status/2008097630862331953)  2026-01-05T08:45Z [---] followers, [--] engagements


"Long $ptal Petrotal 1) Op-issues to be resolved by [----] -Erosion control (permanent fix) set for 4Q26 completion -Rig arrival in 4Q26 allows dev restart from [----]. -Dev halt provides better optionality amid current low oil prices"  
[X Link](https://x.com/koryographers/status/2013980339539153029)  2026-01-21T14:21Z [---] followers, [---] engagements


"@andrewcoye Its really impressive how GTX continues to leverage its legacy expertise into growth plowing cash back to shareholders while investing in EV hydrogen data centers etc. People used to ascribe it zero terminal value"  
[X Link](https://x.com/koryographers/status/2018323349236293986)  2026-02-02T13:59Z [---] followers, [--] engagements

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