# ![@lorenz_swen Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1589074391840788480.png) @lorenz_swen swen_lorenz

swen_lorenz posts on X about market, investment, note, $gdrzf the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1589074391840788480/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1589074391840788480/c:line/m:interactions.svg)

- [--] Week [-----] +2,490%
- [--] Month [------] +519%
- [--] Months [------] +244%

### Mentions: [--] [#](/creator/twitter::1589074391840788480/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1589074391840788480/c:line/m:posts_active.svg)

- [--] Month [--] -73%
- [--] Months [--] +57%

### Followers: [-----] [#](/creator/twitter::1589074391840788480/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1589074391840788480/c:line/m:followers.svg)

- [--] Week [-----] +1%
- [--] Month [-----] +3.10%
- [--] Months [-----] +125%

### CreatorRank: [---------] [#](/creator/twitter::1589074391840788480/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1589074391840788480/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[market](/topic/market), [investment](/topic/investment), [note](/topic/note), [$gdrzf](/topic/$gdrzf), [$grzca](/topic/$grzca), [bank](/topic/bank), [$seg](/topic/$seg), [in the](/topic/in-the), [interview](/topic/interview), [strike](/topic/strike)

**Top accounts mentioned or mentioned by**
[@uvshares](/creator/undefined) [@stockjabber](/creator/undefined) [@lionelhutzesq](/creator/undefined) [@bearcaveemail](/creator/undefined) [@stockpromodata](/creator/undefined) [@abroninvestor](/creator/undefined) [@grok](/creator/undefined) [@lt3000lyall](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@elonmusks](/creator/undefined) [@boringcompany](/creator/undefined) [@hurdlerate](/creator/undefined) [@ratschbum](/creator/undefined) [@arpatsood](/creator/undefined) [@secretlyaninja](/creator/undefined) [@leevalueroach](/creator/undefined) [@thomasmoroder](/creator/undefined) [@ft](/creator/undefined) [@maxseddon](/creator/undefined) [@codyshirk](/creator/undefined)

**Top assets mentioned**
[Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Seadrill Limited (SDRL)](/topic/$sdrl) [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley (MS)](/topic/morgan-stanley) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Burford Capital Limited (BUR)](/topic/$bur) [Burlington Stores, Inc. (BURL)](/topic/$burl) [Liberty Media, Corp. (FWONK)](/topic/$fwonk)
### Top Social Posts
Top posts by engagements in the last [--] hours

""Weird Shit Investing" in Hong Kong is a wrap. Some participants stayed Saturday to do a hike on Po Toi Island. Enjoyed a final beer with @LT3000Lyall and other smart people. Check @uv_shares for reporting about the tri-continental event. London next"  
[X Link](https://x.com/lorenz_swen/status/1936395150793527646)  2025-06-21T12:05Z [--] followers, [---] engagements


"Apollo Global $APO is considering a 6bn bid for Britain's Pension Corporation. Major beneficiary Little-known family holding REINET ($REINA) listed on Euronext. I wrote about them on uv_shares: https://www.ft.com/content/8202d3cb-5399-416a-8920-9c44187efae0 https://www.undervalued-shares.com/weekly-dispatches/reinet-the-forgotten-child-of-the-rupert-family/ https://www.ft.com/content/8202d3cb-5399-416a-8920-9c44187efae0 https://www.undervalued-shares.com/weekly-dispatches/reinet-the-forgotten-child-of-the-rupert-family/"  
[X Link](https://x.com/lorenz_swen/status/1940649198040633622)  2025-07-03T05:49Z [---] followers, [---] engagements


"Will Israel's Navitas Petroleum ($NVPT.TA) eventually bid for 100% of Falkland Islands' Rockhopper Exploration ($RKH.L) Any insurmountable hurdles for this Asking for a friend"  
[X Link](https://x.com/lorenz_swen/status/1940822485542613165)  2025-07-03T17:18Z [---] followers, [---] engagements


"Securing the US border has unexpected benefits for $BAT.L and other big tobacco firms. The US is not getting flooded anymore by illegal Chinese-made vapes. As UBS wrote in a [--] July note: "illicit disposable vapes have grown to c50bn sticks equivalent or c18% of US nicotine volumes." If the Trump administration cuts this in half it will have a notable effect at legitimate large tobacco firms"  
[X Link](https://x.com/lorenz_swen/status/1942108099411623942)  2025-07-07T06:27Z [---] followers, [---] engagements


"The current estimates for Thungela Resources $TGA.L are insane. I still believe they need lowering for [----] but the stock seems an absolute steal. Estimates from Liberum dated [--] June [----]. More in-depth report available on @uv_shares (April 2025). #KingCoal"  
[X Link](https://x.com/lorenz_swen/status/1942832162715361750)  2025-07-09T06:24Z [---] followers, [----] engagements


"With $NAK truly out the gate the next Shit Co. to zoom by x-times is probably merry ol $GCM.L. It's Bangladesh coal and a dire corporate history all wrapped into one. A proper Shit Co. if ever there was one. Above 5p by Friday pm💩💩💩"  
[X Link](https://x.com/lorenz_swen/status/1943310514198581631)  2025-07-10T14:05Z [---] followers, [---] engagements


"Foxtons Group $FOXT.L is #1 in London but has only a 6% market share (see table). Not often that you see SUCH a fragmented market. Massive sector consolidation coming. Writing an update about the Co. which reminded me just how large their opportunity is"  
[X Link](https://x.com/lorenz_swen/status/1944312822558519569)  2025-07-13T08:27Z [---] followers, [---] engagements


"Burford Capital $BUR.L is on the move. The Petersen/YPF case really seems to be at a turning point. I'll publish a special update about this shortly on @uv_shares but for paying members only"  
[X Link](https://x.com/lorenz_swen/status/1945035767203369418)  2025-07-15T08:20Z [---] followers, [---] engagements


"Northern Dynasty $NAK got truly whacked over the head recently. Yesterday I had a chance to sit down with someone who is extraordinarily knowledgeable about the case. Update coming the way of my subscribers at @uv_shares (where I described the case at [--] cent in 2023)"  
[X Link](https://x.com/lorenz_swen/status/1951273158821937615)  2025-08-01T13:25Z [---] followers, [----] engagements


"Rockhopper Exploration $RKH.L is going from strength to strength. Will the Israelis launch a bid"  
[X Link](https://x.com/lorenz_swen/status/1951273437541879960)  2025-08-01T13:26Z [---] followers, [---] engagements


"@realDonaldTrump please keep the idea of a Russia-USA railway in mind in Alaska next weekend. Maybe @elonmusk's @boringcompany can help https://www.undervalued-shares.com/weekly-dispatches/us-russia-tunnel-a-non-consensus-investment-idea/ https://www.undervalued-shares.com/weekly-dispatches/us-russia-tunnel-a-non-consensus-investment-idea/"  
[X Link](https://x.com/lorenz_swen/status/1954103721190703282)  2025-08-09T08:53Z [---] followers, [--] engagements


"Goldman Sachs client call: "Latest Thoughts on Russia/Ukraine with Sir Alex Younger the former Chief of Mi6 and a senior GS Advisor. 20-minute recording. From [--] August 3.30pm BST. Begins with saying the Russian and Ukrainian people increasingly want a compromise for peace. Download of 8MB file: https://tinyurl.com/4242e9z3 https://tinyurl.com/4242e9z3"  
[X Link](https://x.com/lorenz_swen/status/1955284726677119231)  2025-08-12T15:06Z [---] followers, [---] engagements


"Time to look at Ferrexpo $FXPO.L again. Should see a wave of buying ahead of a potential Putin/Zelensky meet. Pre-war the company made more profit per year than its current market cap"  
[X Link](https://x.com/lorenz_swen/status/1957787532751519816)  2025-08-19T12:51Z [---] followers, [----] engagements


"Shopping for sparkling water in New York City. 😳Never forget what they took from you. But also ask how to benefit from it I did once write on @uv_shares about co's that profit from the shoplifting epidemic: https://www.undervalued-shares.com/weekly-dispatches/the-shoplifting-epidemic-an-investment-opportunity/ https://www.undervalued-shares.com/weekly-dispatches/the-shoplifting-epidemic-an-investment-opportunity/"  
[X Link](https://x.com/lorenz_swen/status/1959299774978384060)  2025-08-23T17:00Z [---] followers, [---] engagements


"Gulf Keystone Petroleum $GKP.L is a staggeringly cheap cash machine. When the Turkish pipeline reopens it'll trade at 2x EV/EBITDA. In the meantime 10% dividend yield and debt free. Just wrote an update for the readers of @uv_shares which includes updated estimates"  
[X Link](https://x.com/lorenz_swen/status/1963802559539278137)  2025-09-05T03:13Z [---] followers, [----] engagements


"@hurdle_rate Today's RNS: "LCM is awaiting the outcome of a trial in relation to a separate investment in UK commercial litigation co-funded alongside Fund I into which LCM has invested A$20.6 million (9.9 million) of its own capital. The judgment is expected within the next three weeks.""  
[X Link](https://x.com/lorenz_swen/status/1967478376245121198)  2025-09-15T06:39Z [---] followers, [---] engagements


"Update by Litigation Capital Management $LIT.L. "For some time LCM has been actively evaluating its strategic options and this process has now progressed into a formal strategic review. To support this effort LCM has appointed Luminis Partners a leading financial and corporate advisory firm to provide independent expertise and guide the review." My bet is one of the following two options: - Management Buy-out and going private. - Going private and a strategic investor coming onboard (probably PE from the US). Higher likelihood for the 2nd option. Lots of capital looking to get into Litfin"  
[X Link](https://x.com/lorenz_swen/status/1967478968308674840)  2025-09-15T06:41Z [---] followers, [----] engagements


"@ratschbum Probably a lot higher than where we are now: "According to estimates by Collins St Asset Management even if LCM were to abandon all pending cases today and return the existing capital shareholders would receive [--] pence per share.""  
[X Link](https://x.com/lorenz_swen/status/1967483586636034419)  2025-09-15T07:00Z [---] followers, [---] engagements


"Gold at a record level. How can any private investor use gold to create a portfolio that can withstand a sovereign debt crisis This is an insightful conversation where Clive Thompson shares his [--] years worth of insight into the subject. https://www.youtube.com/watchv=fRWgyQo086A https://www.youtube.com/watchv=fRWgyQo086A"  
[X Link](https://x.com/lorenz_swen/status/1968697176608940269)  2025-09-18T15:22Z [---] followers, [---] engagements


"Quite the news flow at Panthera Resources $PAT.L. Now THIS regarding Mali. 👇 As if the rising gold price wasn't enough this (pay-walled) article gets PAT's "forgotten" West African gold assets back in focus. For those who are not subscribers here are key points from the article: - Mali plans to re-invite foreign investment. - Some Western miners were talking up the country at a conference in the US. - More critical observers point towards active terrorist groups in the country and inadequate infrastructure. - Similar challenges for decades but vast resources under the ground made it worth"  
[X Link](https://x.com/lorenz_swen/status/1969020410172764631)  2025-09-19T12:47Z [----] followers, [----] engagements


"@ArpatSood It doesn't say - but would Turkey turn down access to cheap oil"  
[X Link](https://x.com/lorenz_swen/status/1969653006426914864)  2025-09-21T06:40Z [---] followers, [---] engagements


"Which Cuba-related instruments are listed on public markets $CUBA being the obvious one - but what else"  
[X Link](https://x.com/lorenz_swen/status/1936767075344879819)  2025-06-22T12:43Z [----] followers, [---] engagements


"@uv_shares reported on $GDRZF $GDR.CA in March [----] at a price of USD [----]. Will be interesting how this pans when the stock resumes trading tomorrow and once the judge has his say but this is a MAJOR milestone. 🙂 💪 https://www.bloomberg.com/news/articles/2025-07-01/citgo-auction-adviser-is-said-to-recommend-gold-reserve-bidsrnd=homepage-americas https://www.bloomberg.com/news/articles/2025-07-01/citgo-auction-adviser-is-said-to-recommend-gold-reserve-bidsrnd=homepage-americas"  
[X Link](https://x.com/lorenz_swen/status/1940168374387904885)  2025-07-01T21:59Z [----] followers, [---] engagements


"To understand what's happening at $GDRZF $GRZ.CA (+50% today) check this seminal [----] article by @LionelHutz_Esq . Well worth paying the subscription https://www.valoremresearch.com/p/on-international-award-enforcement https://www.valoremresearch.com/p/on-international-award-enforcement"  
[X Link](https://x.com/lorenz_swen/status/1940471502849335467)  2025-07-02T18:03Z [----] followers, [---] engagements


"UPDATE $GDRZF $GRZ.CA now officially confirmed (early morning [--] July) that the Special Master is OFFICIALLY recommending the offer by Gold Reserve for CITGO. Stock popped 50% y'day but may well double again from current price. Quite the special situation"  
[X Link](https://x.com/lorenz_swen/status/1940659663760183696)  2025-07-03T06:31Z [----] followers, [----] engagements


"$GDRZF $GRZ.CA with release of their own. Reads like y'day's 50% rise was only the beginning. Co. to receive non-cash compensation of USD 1.25bn vs. current USD300m market cap subject to final judgement [--] Aug. Or do get it this wrong @LionelHutz_Esq what you say https://www.nasdaq.com/press-release/gold-reserve-announces-us-7382-billion-citgo-bid-recommendation-2025-07-03 https://www.nasdaq.com/press-release/gold-reserve-announces-us-7382-billion-citgo-bid-recommendation-2025-07-03"  
[X Link](https://x.com/lorenz_swen/status/1940706839550677330)  2025-07-03T09:39Z [----] followers, [---] engagements


"The uninformed sellers at $GDRZF $GRZ.CA are a gift from heaven. Now I'll shut up and wait for this to unfold"  
[X Link](https://x.com/lorenz_swen/status/1940788346672107528)  2025-07-03T15:02Z [----] followers, [----] engagements


"@secretlyaninja What do you think is the end game for Gold Reserve shareholders Its key backers will want cash presumably. Gold Reserve to become CITGO Inc. and wider placement of shares Or Gold Reserve to sell its CITGO stake (I haven't read to full document dump yet.)"  
[X Link](https://x.com/lorenz_swen/status/1940821610908561580)  2025-07-03T17:15Z [----] followers, [---] engagements


"In February '24 @uv_shares wrote that Formula One $FWONK will benefit from "a likely tie-up with Apple". And here is the news confirmed Stock at a record high. Sometimes stuff actually works out. https://www.ft.com/content/ef6bbb12-1ef5-4fc7-bff5-77d000c36bff https://www.ft.com/content/ef6bbb12-1ef5-4fc7-bff5-77d000c36bff"  
[X Link](https://x.com/lorenz_swen/status/1942845482423796101)  2025-07-09T07:17Z [----] followers, [---] engagements


"Working on an extensive update about $GDRZF $GRZ.CA and its progress with CITGO. Question: does anyone who is familiar with this case have a view why the PDVSA bond holders would NOT agree to a (financial) deal with Gold Reserve"  
[X Link](https://x.com/lorenz_swen/status/1944694025316938213)  2025-07-14T09:42Z [----] followers, [----] engagements


"@leevalueroach Poetic Made me spit out my wine laughing"  
[X Link](https://x.com/lorenz_swen/status/1951387245417734231)  2025-08-01T20:59Z [----] followers, [----] engagements


"$ETM Energy Transition Minerals DOUBLED today in Australian trading. Market seems to anticipate that Trump will focus on Greenland soon and today's "60 Minutes" feature programme was like an ad for the company. #60Mins TONIGHT at 8:40PM https://t.co/BR0FAeJ43l #60Mins TONIGHT at 8:40PM https://t.co/BR0FAeJ43l"  
[X Link](https://x.com/lorenz_swen/status/1954750581807231069)  2025-08-11T03:43Z [----] followers, [----] engagements


"My 7-day research challenge - use NYC's "Seaport" every day for a week. The stock of Seaport Entertainment Group $SEG is up 30% since I wrote about it. VERY contrarian back then but now seemingly making progress. Will the "product" live up to it I'll put it to the test"  
[X Link](https://x.com/lorenz_swen/status/1959266866913841355)  2025-08-23T14:49Z [----] followers, [----] engagements


"New York is so back - or is it Are some trends more powerful even than the risk of a Mayor Mamdani I am researching Seaport Entertainment Group $SEG this week. Any other New York real estate stocks I should add to my research list"  
[X Link](https://x.com/lorenz_swen/status/1959945888857559188)  2025-08-25T11:48Z [----] followers, [----] engagements


"Finished my 7-day research challenge: Use the Seaport' every day for a week." The estate of Seaport Entertainment Group $SEG is near Wall Street. How do SEGs plans stack up within the repurposing of New Yorks FiDi (Financial District) Article due on @uv_shares in [--] weeks"  
[X Link](https://x.com/lorenz_swen/status/1962248641441144970)  2025-08-31T20:18Z [----] followers, [----] engagements


"As promised here is my on-the-ground review of Seaport Entertainment Group $SEG and its facilities in Lower Manhattan / FiDi. I recommend to do this yourself if you have a chance Lower Manhattan as a product is it working yet Since March [----] the stock of Seaport Entertainment Group $SEG has risen up to 39%. But how does its real estate portfolio actually stack up The findings from a seven-day Peter Lynch-style test of the product https://t.co/SDoQ0TaJxe Lower Manhattan as a product is it working yet Since March [----] the stock of Seaport Entertainment Group $SEG has risen up to 39%. But how"  
[X Link](https://x.com/lorenz_swen/status/1966405638314959087)  2025-09-12T07:36Z [----] followers, [----] engagements


"@ThomasMoroder I believe they will now get costs reimbursed and their deposit back"  
[X Link](https://x.com/lorenz_swen/status/1968710147259187482)  2025-09-18T16:14Z [----] followers, [---] engagements


"Russia-Alaska tunnel in world news today thanks to the @FT article by @maxseddon. I published an in-depth analysis of this idea on @uv_shares in March [----] link below. Idea keeps popping up every other decade. Crazy but fascinating. https://www.undervalued-shares.com/weekly-dispatches/us-russia-tunnel-a-non-consensus-investment-idea/ https://www.undervalued-shares.com/weekly-dispatches/us-russia-tunnel-a-non-consensus-investment-idea/"  
[X Link](https://x.com/lorenz_swen/status/1979201038193185175)  2025-10-17T15:01Z [----] followers, [---] engagements


"Should I organise an online conference about litigation finance related opportunities Something like "Weird Shit Investing" but ONLY about opportunities from one particular niche and taking place online so that we can draw in the best people from around the world 🤓"  
[X Link](https://x.com/lorenz_swen/status/1980669793008316642)  2025-10-21T16:17Z [----] followers, [----] engagements


"Want to meet [--] adventurous investors in West Palm Beach Join us next Wednesday (19th) for the 'Explorer Summit'. My colleague @CodyShirk is hosting his annual event. Presentations will include: "Buying Dollars for Pennies - Stranded Assets in North America" "Global Investing - Risk Perception vs. Reality" "Three Outlier Investments From Around the World" (by yours truly) And more. With plenty of networking. It's a gathering of adventurous and creative investors looking to learn and grow with like-minded individuals. Taking place in a boutique hotel. Attendance is $400 to cover costs. 30"  
[X Link](https://x.com/lorenz_swen/status/1989636323129311326)  2025-11-15T10:07Z [----] followers, [---] engagements


""2026 Outlook" by leading investment banks: [--] download links for this season's first batch of reports. Every year these year-end outlooks circulate widely. Cynics disregard them altogether; some say they are mere marketing decks for yet others they represent impressive and valuable collections of information. Judge for yourself if they are useful to you. Here are THOUSANDS of pages of research. BNP Paribas: The Shifting Investment Landscape BofA: Year Ahead 2026: The Bubble era BofA: Year Ahead 2026: Trading BIG & MID (Hartnett) DB: [----] Precious Outlook: Gold nearing USD 5000/oz JP Morgan:"  
[X Link](https://x.com/lorenz_swen/status/1995645634854994040)  2025-12-02T00:06Z [----] followers, [--] engagements


"Deutsche Bank rates Zigup $ZIG.L an "undervalued market leader with growth returning". PT of [---] pence. Readers of @uv_shares got onto this in October already (check 24/10 free article). DB note below"  
[X Link](https://x.com/lorenz_swen/status/1996491044637302814)  2025-12-04T08:05Z [----] followers, [---] engagements


"Today's new estimates for Watches of Switzerland $WOSG.L by Goldman Sachs. Bottom line robust momentum"  
[X Link](https://x.com/lorenz_swen/status/1996706858552512925)  2025-12-04T22:23Z [----] followers, [---] engagements


"Rockhopper Exploration $RKH.L and the Falkland Islands are finally going places as far as their oil resources are concerned. I predicted this [--] years too early - just a minor timing error https://www.telegraph.co.uk/business/2025/12/08/falkland-islands-call-in-north-sea-ship-to-drill-oil-well/ https://www.telegraph.co.uk/business/2025/12/08/falkland-islands-call-in-north-sea-ship-to-drill-oil-well/"  
[X Link](https://x.com/lorenz_swen/status/1997955530334106044)  2025-12-08T09:04Z [----] followers, [----] engagements


"Discussing "the UK opportunity" with my finance bros in London. My London dinner circle is really quite the resource Summary article coming up on @uv_shares"  
[X Link](https://x.com/lorenz_swen/status/1998422262027039002)  2025-12-09T15:59Z [----] followers, [---] engagements


"2026 will bring yet more of this. UK equity market is fertile hunting ground"  
[X Link](https://x.com/anyuser/status/2002786311787417854)  2025-12-21T17:00Z [----] followers, [---] engagements


"9am drinking in airports - why is that a thing and perfectly acceptable even The Wetherspoons in Gatwick South is HEAVING with people drinking. The great British pub might be a really good investment right now as I explain in the latest report published on @uv_shares"  
[X Link](https://x.com/anyuser/status/2005572502442111194)  2025-12-29T09:32Z [----] followers, [---] engagements


"Missed getting into Venezuela in time Here are [--] other opportunities in South America. Useful note from Morgan Stanley"  
[X Link](https://x.com/anyuser/status/2010470807362023886)  2026-01-11T21:56Z [----] followers, [---] engagements


"TruFin Plc $TRU.L delivers. Could be on course to become a 4-bagger for us. I think there is a lot more to come this year"  
[X Link](https://x.com/anyuser/status/2011731534542487980)  2026-01-15T09:25Z [----] followers, [----] engagements


"Deal for Greenland - how could it look like Deutsche Bank with a detailed note about [--] scenarios. Just a year ago no one would have expected we ever see such an analysis. Good for shareholders of Energy Transition Minerals Critical Metals Amaroq and others"  
[X Link](https://x.com/anyuser/status/2012097056144236802)  2026-01-16T09:38Z [----] followers, [----] engagements


"Next UK rate cut probably coming in April. Worth putting this podcast about the UK equity market back on. https://www.youtube.com/watchv=7IBY6_FWVpk https://www.youtube.com/watchv=7IBY6_FWVpk"  
[X Link](https://x.com/anyuser/status/2014668830660862045)  2026-01-23T11:57Z [----] followers, [----] engagements


"This interview with @StockJabber has "several ideas in it that a hedge fund could base its entire strategy on". So says one of my readers at @uv_shares. https://www.undervalued-shares.com/weekly-dispatches/how-independent-content-entrepreneurs-create-value-for-investors/ https://www.undervalued-shares.com/weekly-dispatches/how-independent-content-entrepreneurs-create-value-for-investors/"  
[X Link](https://x.com/anyuser/status/2014670578234294502)  2026-01-23T12:04Z [----] followers, [----] engagements


"Anyone following the legal case of $RBI.VI involving Deripaska and $STR.VI Would love to speak to knowledgeable folks ideally by DM"  
[X Link](https://x.com/lorenz_swen/status/1934089199365300370)  2025-06-15T03:22Z [----] followers, [---] engagements


"Managed to solve the puzzle behind $RBI.VI and $STR.VI. Full deck and further details available tomorrow on @uv_shares"  
[X Link](https://x.com/lorenz_swen/status/1935741226118267358)  2025-06-19T16:47Z [----] followers, [---] engagements


"Anyone's seen any good research recently on Ocado Group $OCDO Was rumoured to be a bid target for [----] pence and now the share is down at [---] pence. The tech seems good but it's just taking longer Valuation based on price/sales back to modest level"  
[X Link](https://x.com/lorenz_swen/status/1943602806734147742)  2025-07-11T09:26Z [----] followers, [----] engagements


""Substacks are exponentially better than investment bank research." Strong feelings among the Austin dinner crowd of @uv_shares . Who would I be to disagree Our motley crew of stock-pickers discussed a wide range of opportunities. Very enjoyable evening with @ClarkSquareCap @yummyCenturyEgg and other great folks from near and far. For a report about other investment-related stuff I found in Texas sing up to the free Weekly Dispatches of 🐍🐄🤠 http://Undervalued-Shares.com http://Undervalued-Shares.com"  
[X Link](https://x.com/lorenz_swen/status/1958506032843702351)  2025-08-21T12:26Z [----] followers, 13.2K engagements


"In Nov '25 my article on Italian yachts asked if "the Czech investor will strike" at Ferretti $YACHT.IT. He now has done just that with a tender offer for shares. Article still available for free on @uv_shares and current assessment by UBS below. Am not actively following this one merely want to pass on UBS note as it just crossed my desk. https://twitter.com/i/web/status/2016537041228419276 https://twitter.com/i/web/status/2016537041228419276"  
[X Link](https://x.com/anyuser/status/2016537041228419276)  2026-01-28T15:41Z [----] followers, [---] engagements


"2-week / 20% change in gold price. Interesting historical perspective provided by Deutsche Bank"  
[X Link](https://x.com/anyuser/status/2016889890403729467)  2026-01-29T15:03Z [----] followers, [---] engagements


"Cash bid for DallasNews Corp. $DALN is 4x where the share traded two months ago ($18.50 vs. $4.50). Shows just how inefficient markets have become for small caps (market cap $80m). Good for those who know how to find these things"  
[X Link](https://x.com/lorenz_swen/status/1964495627704000567)  2025-09-07T01:07Z [----] followers, 22.2K engagements


"Bid for another major UK company. There goes Schroders $SDR.L. 🤑👊 The UK market remains the cheapest for finding good quality Western assets. Where next will cash-rich North American bidders strike"  
[X Link](https://x.com/anyuser/status/2021974125435039763)  2026-02-12T15:46Z [----] followers, [----] engagements


"Bloomberg feature on Schroders $SDR.L confirms what @uv_shares wrote in its recent research report. A lot of juicy details in the Bloomberg piece recommended reading https://www.bloomberg.com/news/features/2025-07-07/schroders-city-of-london-institution-besieged-by-us-rivals-blackrock-vanguardsrnd=homepage-europe https://www.bloomberg.com/news/features/2025-07-07/schroders-city-of-london-institution-besieged-by-us-rivals-blackrock-vanguardsrnd=homepage-europe"  
[X Link](https://x.com/lorenz_swen/status/1942658555300966492)  2025-07-08T18:54Z [----] followers, [---] engagements


"Ukraine Reconstruction - [--] stock picks. Impressive new report by Panmure Liberum. Here is the list"  
[X Link](https://x.com/lorenz_swen/status/1962445962040750498)  2025-09-01T09:22Z [----] followers, 37.7K engagements


"If you are running an investment-related Substack blog or channel then do not miss out on this interview with @StockJabber of @BearCaveEmail fame. Speaking with @uv_shares Edwin generously shares extremely valuable advice for building a business. https://www.undervalued-shares.com/weekly-dispatches/how-independent-content-entrepreneurs-create-value-for-investors/ https://www.undervalued-shares.com/weekly-dispatches/how-independent-content-entrepreneurs-create-value-for-investors/"  
[X Link](https://x.com/anyuser/status/2014620450878300647)  2026-01-23T08:45Z [----] followers, 15.8K engagements


"Continued huge upside for Raiffeisenbank International $RBI.VI if ceasefire/peace talks and Russia sanctions head in the 'right' direction. Potential 3x says Luis Saenz of Roemer Capital (one of the best sources of trades ideas relating to Russia). Today's client email below"  
[X Link](https://x.com/lorenz_swen/status/1955306514773586216)  2025-08-12T16:32Z [----] followers, [----] engagements


"UBS targeting $5000 for gold"  
[X Link](https://x.com/lorenz_swen/status/2005627441419858392)  2025-12-29T13:10Z [----] followers, [----] engagements


"What's behind the historic rise of the silver price and how far will it go Retired banker Clive Thompson is the most popular guest of James Faulkner's podcast - worth checking out https://www.youtube.com/watchv=pyA8ulA9v1A https://www.youtube.com/watchv=pyA8ulA9v1A"  
[X Link](https://x.com/anyuser/status/2020433836618973294)  2026-02-08T09:45Z [----] followers, [----] engagements


"Good example for the temptations of AI slob in my view. Schroders was sold for [--] times earnings. Given the firm's challenges the family achieved a really good price. To lay a percentage of AuM across SUCH a broad mix of assets seems extremely superficial. The premium was 61% to the volume-weighted average price for the twelve-month period before the offer which should make shareholders open a bottle of champers. This is why I don't use Grok. 😅 https://twitter.com/i/web/status/2022011763462418448 https://twitter.com/i/web/status/2022011763462418448"  
[X Link](https://x.com/lorenz_swen/status/2022011763462418448)  2026-02-12T18:15Z [----] followers, [--] engagements


"Bid for another major UK company. There goes Schroders $SDR.L. 🤑👊 The UK market remains the cheapest for finding good quality Western assets. Where next will cash-rich North American bidders strike"  
[X Link](https://x.com/anyuser/status/2021974125435039763)  2026-02-12T15:46Z [----] followers, [----] engagements


"What's behind the historic rise of the silver price and how far will it go Retired banker Clive Thompson is the most popular guest of James Faulkner's podcast - worth checking out https://www.youtube.com/watchv=pyA8ulA9v1A https://www.youtube.com/watchv=pyA8ulA9v1A"  
[X Link](https://x.com/anyuser/status/2020433836618973294)  2026-02-08T09:45Z [----] followers, [----] engagements


"Emerging market economies now account for more than 40% of global GDP double its share [--] years ago yet they only account for barely 10% of global equity indices - Chris Wood"  
[X Link](https://x.com/anyuser/status/2017749083562414463)  2026-01-31T23:57Z 30.2K followers, [----] engagements


"RT @StockJabber: Lots of exciting updates from @StockPromoData the world's best database for tracking paid stock promotion"  
[X Link](https://x.com/anyuser/status/2017952937801122120)  2026-02-01T13:27Z [----] followers, [--] engagements


"Lots of exciting updates from @StockPromoData the world's best database for tracking paid stock promotion New feature: Ticker Analysis pages https://t.co/8ZJ6ZPazh4 now includes tools to detect stock promotion patterns automatically What it flags: Pump-and-dump Price increased 15% in [--] days before promotion Price dropped 20% in [--] days after Volume spiked 100% https://t.co/x6HzSSDy3b New feature: Ticker Analysis pages https://t.co/8ZJ6ZPazh4 now includes tools to detect stock promotion patterns automatically What it flags: Pump-and-dump Price increased 15% in [--] days before promotion Price"  
[X Link](https://x.com/anyuser/status/2017375056561611219)  2026-01-30T23:11Z 117.9K followers, [----] engagements


"New feature: Ticker Analysis pages now includes tools to detect stock promotion patterns automatically What it flags: Pump-and-dump Price increased 15% in [--] days before promotion Price dropped 20% in [--] days after Volume spiked 100% Confidence: High if all [--] met Medium if [--] of [--] Volume spikes Compares trading volume [--] days of promotion Against 30-day baseline average Flags statistically unusual activity Post-promo decline Tracks how often stock drops 10% within [--] days after promotion Needs minimum [--] promotions to analyze High confidence at 80% frequency Medium at 66% How to use: Dashboard"  
[X Link](https://x.com/anyuser/status/2017374797148160375)  2026-01-30T23:10Z [----] followers, 10.7K engagements


"See also my recent article on @uv_shares about "UnBrexit": https://www.undervalued-shares.com/weekly-dispatches/unbrexit-the-next-driver-for-british-stocks/ https://www.undervalued-shares.com/weekly-dispatches/unbrexit-the-next-driver-for-british-stocks/"  
[X Link](https://x.com/anyuser/status/2017483418561372261)  2026-01-31T06:21Z [----] followers, [---] engagements


"2-week / 20% change in gold price. Interesting historical perspective provided by Deutsche Bank"  
[X Link](https://x.com/anyuser/status/2016889890403729467)  2026-01-29T15:03Z [----] followers, [---] engagements


"In Nov '25 my article on Italian yachts asked if "the Czech investor will strike" at Ferretti $YACHT.IT. He now has done just that with a tender offer for shares. Article still available for free on @uv_shares and current assessment by UBS below. Am not actively following this one merely want to pass on UBS note as it just crossed my desk. https://twitter.com/i/web/status/2016537041228419276 https://twitter.com/i/web/status/2016537041228419276"  
[X Link](https://x.com/anyuser/status/2016537041228419276)  2026-01-28T15:41Z [----] followers, [---] engagements


"This interview with @StockJabber has "several ideas in it that a hedge fund could base its entire strategy on". So says one of my readers at @uv_shares. https://www.undervalued-shares.com/weekly-dispatches/how-independent-content-entrepreneurs-create-value-for-investors/ https://www.undervalued-shares.com/weekly-dispatches/how-independent-content-entrepreneurs-create-value-for-investors/"  
[X Link](https://x.com/anyuser/status/2014670578234294502)  2026-01-23T12:04Z [----] followers, [----] engagements


"Next UK rate cut probably coming in April. Worth putting this podcast about the UK equity market back on. https://www.youtube.com/watchv=7IBY6_FWVpk https://www.youtube.com/watchv=7IBY6_FWVpk"  
[X Link](https://x.com/anyuser/status/2014668830660862045)  2026-01-23T11:57Z [----] followers, [----] engagements


"If you are running an investment-related Substack blog or channel then do not miss out on this interview with @StockJabber of @BearCaveEmail fame. Speaking with @uv_shares Edwin generously shares extremely valuable advice for building a business. https://www.undervalued-shares.com/weekly-dispatches/how-independent-content-entrepreneurs-create-value-for-investors/ https://www.undervalued-shares.com/weekly-dispatches/how-independent-content-entrepreneurs-create-value-for-investors/"  
[X Link](https://x.com/anyuser/status/2014620450878300647)  2026-01-23T08:45Z [----] followers, 15.8K engagements


"Deal for Greenland - how could it look like Deutsche Bank with a detailed note about [--] scenarios. Just a year ago no one would have expected we ever see such an analysis. Good for shareholders of Energy Transition Minerals Critical Metals Amaroq and others"  
[X Link](https://x.com/anyuser/status/2012097056144236802)  2026-01-16T09:38Z [----] followers, [----] engagements


"TruFin Plc $TRU.L delivers. Could be on course to become a 4-bagger for us. I think there is a lot more to come this year"  
[X Link](https://x.com/anyuser/status/2011731534542487980)  2026-01-15T09:25Z [----] followers, [----] engagements


"Missed getting into Venezuela in time Here are [--] other opportunities in South America. Useful note from Morgan Stanley"  
[X Link](https://x.com/anyuser/status/2010470807362023886)  2026-01-11T21:56Z [----] followers, [---] engagements


"Getting lots of questions about investing in Venezuela. Reposting my Aug [----] article for that reason. https://www.undervalued-shares.com/weekly-dispatches/venezuela-a-multi-bagger-recovery-play/ https://www.undervalued-shares.com/weekly-dispatches/venezuela-a-multi-bagger-recovery-play/"  
[X Link](https://x.com/anyuser/status/2007454960733110328)  2026-01-03T14:12Z [----] followers, [----] engagements


"UBS year-end note on silver: "Silver is expected to trade at USD 85/oz in the short term.""  
[X Link](https://x.com/anyuser/status/2006456273064300930)  2025-12-31T20:03Z [----] followers, [---] engagements


"UBS targeting $5000 for gold"  
[X Link](https://x.com/lorenz_swen/status/2005627441419858392)  2025-12-29T13:10Z [----] followers, [----] engagements


"9am drinking in airports - why is that a thing and perfectly acceptable even The Wetherspoons in Gatwick South is HEAVING with people drinking. The great British pub might be a really good investment right now as I explain in the latest report published on @uv_shares"  
[X Link](https://x.com/anyuser/status/2005572502442111194)  2025-12-29T09:32Z [----] followers, [---] engagements


"This year Sark has definitely gone downhill possibly edged towards call it crisis. @lorenz_swen has an exclusive update after their failed bid to rejuvenate the island"  
[X Link](https://x.com/anyuser/status/2003446267163324671)  2025-12-23T12:43Z 13.1K followers, [----] engagements


"2026 will bring yet more of this. UK equity market is fertile hunting ground"  
[X Link](https://x.com/anyuser/status/2002786311787417854)  2025-12-21T17:00Z [----] followers, [---] engagements


"The most interesting newsletter in the world 🏆 What makes Undervalued Shares stand out from the crowd Uncommon ideas. Contrarian readers. Zero mainstream fluff. 📹 Great chat with @johnnewtson host of the Financial Marketing Summit https://www.youtube.com/watchv=Nn62cZrfBI0 https://www.youtube.com/watchv=Nn62cZrfBI0"  
[X Link](https://x.com/anyuser/status/1999072358473314331)  2025-12-11T11:02Z 12.3K followers, [----] engagements

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