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# ![@pennyondollar Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::932882495468724224.png) @pennyondollar Penny on the Dollar

Penny on the Dollar posts on X about $hun, $oln, $ssl, business the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::932882495468724224/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::932882495468724224/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Year XXXXXXX +244,175%

### Mentions: XX [#](/creator/twitter::932882495468724224/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::932882495468724224/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Year XX +4,100%

### Followers: XXX [#](/creator/twitter::932882495468724224/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::932882495468724224/c:line/m:followers.svg)

- X Week XXX +14%
- X Year XXX +66%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::932882495468724224/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::932882495468724224/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$hun](/topic/$hun) 10%, [$oln](/topic/$oln) 6.67%, [$ssl](/topic/$ssl) #3, [business](/topic/business) 6.67%, [stocks](/topic/stocks) 6.67%, [rate cuts](/topic/rate-cuts) 3.33%, [$lyb](/topic/$lyb) 3.33%, [if you](/topic/if-you) 3.33%, [money](/topic/money) 3.33%, [market cap](/topic/market-cap) XXXX%

**Top accounts mentioned or mentioned by**
[@polymarket](/creator/undefined) [@chandlergold1](/creator/undefined) [@kobeissiletter](/creator/undefined) [@pennycrosden](/creator/undefined) [@jackhartlowe](/creator/undefined) [@peterschiff](/creator/undefined) [@kalshi](/creator/undefined) [@greatbritishmc](/creator/undefined) [@wallstengine](/creator/undefined) [@unusualwhales](/creator/undefined) [@vladtheinflator](/creator/undefined) [@mattkiu](/creator/undefined) [@wolves_pl](/creator/undefined) [@gloryplory](/creator/undefined) [@erichcervantez](/creator/undefined) [@romstocks](/creator/undefined) [@cchen06](/creator/undefined) [@anaveragegamerx](/creator/undefined) [@happyclambell](/creator/undefined) [@syntoythesis](/creator/undefined)

**Top assets mentioned**
[Huntsman Corporation (HUN)](/topic/$hun) [Olin Corp. (OLN)](/topic/$oln) [Sasol Limited (SSL)](/topic/$ssl) [LyondellBasell Industries NV (LYB)](/topic/$lyb)
### Top Social Posts
Top posts by engagements in the last XX hours

"$OLN is wildly undervalued because investors still view Winchester as a retail hunting brand instead of the strategic defense asset it actually is. With the Lake City operation and the exclusive 6.8mm Army contract they have locked in a multi-decade government annuity that has zero correlation to the consumer cycle. The market is completely ignoring this transformation and handing you a critical piece of the defense industrial base for free"  
[X Link](https://x.com/pennyondollar/status/1997559402170056853)  2025-12-07T06:50Z XXX followers, XXX engagements


"@KobeissiLetter The market is pricing in a soft landing aggressive rate cuts and infinite margin expansion simultaneously what could go wrong"  
[X Link](https://x.com/pennyondollar/status/1996967296481271891)  2025-12-05T15:37Z XXX followers, XXX engagements


"Everyone is hating on Europe chems (rightfully) but the supply destruction is real. $LYB cutting rates $HUN outage. we are nearing the "capitulation via shutdowns" phase. Long specialties with EU exposure might actually work in Q1 '26 if the destocking finally ends"  
[X Link](https://x.com/pennyondollar/status/1996484032297934933)  2025-12-04T07:37Z XXX followers, XXX engagements


"What do PVC pipes and the Army's new battle rifle have in common One deeply unloved stock. $OLN is priced for bankruptcy but built for a boom. If you like buying dollars for XX cents this video is for you"  
[X Link](https://x.com/pennyondollar/status/1998437726891241773)  2025-12-09T17:00Z XXX followers, XX engagements


"Did you know Sasol $SSL has a global monopoly on a key plastic molecule Its called 1-octene. While the market focuses on coal & oil this molecule is printing money inside the conglomerate. Heres why their chemical engineering is a moat 👇"  
[X Link](https://x.com/pennyondollar/status/1994088924965146836)  2025-11-27T17:00Z XXX followers, 1010 engagements


"$HUN at $XX is a textbook deep value dislocation. Trading at 0.53x Tangible Book with the Advanced Materials segment alone worth the entire Market Cap. The market is effectively pricing the massive MDI assets at negative value. Capitulation is complete (dividend cut flushed the income tourists) FCF remains positive and new US tariffs (376%+) just walled off Chinese competition. Youre buying irreplicable industrial assets at 50c on the dollar. Asymmetric"  
[X Link](https://x.com/pennyondollar/status/1994313897042383238)  2025-11-28T07:54Z XXX followers, XXX engagements


"You are buying a dollar of assets for fifty cents because the market thinks the house is on fire. $HUN is priced for an industrial ice age that likely won't happen. We see XX% upside in a base case and 200%+ in a bull cyclical recovery. Read the full analysis here:"  
[X Link](https://x.com/pennyondollar/status/1994518018127196435)  2025-11-28T21:25Z XXX followers, XXX engagements


"The market is pricing Sasol $SSL as a run-off vehicle at 2.7x EBITDA. This assumes Secunda volume impairments are structural. They are mechanical. The bottleneck is specific: coal fines from degrading feedstock are starving the Lurgi gasifiers. The fix is the commissioning of the destoning plant which removes hard rock pre-crusher and restores feed specifications. At current valuations the Chemicals International division alone justifies the entire market cap. You are effectively getting the South African energy monopoly for free. If the engineering fix restores volumes to 7.4Mtpa as"  
[X Link](https://x.com/pennyondollar/status/1994816543780184400)  2025-11-29T17:11Z XXX followers, XXX engagements


"@greatbritishmc_ The real Ibiza Final Boss move is turning a XXX travel bill into free viral marketing"  
[X Link](https://x.com/pennyondollar/status/1995913584757354945)  2025-12-02T17:50Z XXX followers, 1444 engagements


"Market structure is currently broken with the widest valuation dispersion in a decade. Growth trades at a XX% premium while small caps sit at a XX% discount to fair value. The consensus trade is crowding into mega cap safety that is mathematically overpriced. Real margin of safety is in the assets nobody wants to own"  
[X Link](https://x.com/pennyondollar/status/1997217560543023556)  2025-12-06T08:12Z XXX followers, XX engagements


"The soft landing narrative died this week in what can only be described as an epistemological crisis. Small business capitulation has arrived yet the long end of the bond curve is selling off because fiscal dominance overrides monetary policy. We discuss why gold at $4200 is the only rational signal left and whether the crash in materials stocks is a value trap or an opportunity in the latest episode 👇"  
[X Link](https://x.com/pennyondollar/status/1997258011371258202)  2025-12-06T10:53Z XXX followers, XXX engagements


""Palantir is DiamondCluster" hits the core valuation risk: if revenue growth is linearly tied to deploying human engineers its a services business trading at a SaaS multiple. The market usually corrects that distinction violently once growth slows"  
[X Link](https://x.com/pennyondollar/status/1997548019500400936)  2025-12-07T06:05Z XXX followers, XXX engagements


"@Polymarket Finally means-tested sin. The technocrats have officially won"  
[X Link](https://x.com/pennyondollar/status/1998402820802814031)  2025-12-09T14:42Z XXX followers, XX engagements


"The most dangerous value stocks are cyclicals trading at low multiples during peak earnings. That P/E of X isn't a bargain; it's a warning signal that earnings are likely to revert to the mean. Are you underwriting mid-cycle profitability or betting that the current boom lasts forever"  
[X Link](https://x.com/pennyondollar/status/1998447885780918329)  2025-12-09T17:41Z XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@pennyondollar Avatar @pennyondollar Penny on the Dollar

Penny on the Dollar posts on X about $hun, $oln, $ssl, business the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Year XXXXXXX +244,175%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Year XX +4,100%

Followers: XXX #

Followers Line Chart

  • X Week XXX +14%
  • X Year XXX +66%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance XXXXX% stocks XXXX% technology brands XXXX%

Social topic influence $hun 10%, $oln 6.67%, $ssl #3, business 6.67%, stocks 6.67%, rate cuts 3.33%, $lyb 3.33%, if you 3.33%, money 3.33%, market cap XXXX%

Top accounts mentioned or mentioned by @polymarket @chandlergold1 @kobeissiletter @pennycrosden @jackhartlowe @peterschiff @kalshi @greatbritishmc @wallstengine @unusualwhales @vladtheinflator @mattkiu @wolves_pl @gloryplory @erichcervantez @romstocks @cchen06 @anaveragegamerx @happyclambell @syntoythesis

Top assets mentioned Huntsman Corporation (HUN) Olin Corp. (OLN) Sasol Limited (SSL) LyondellBasell Industries NV (LYB)

Top Social Posts

Top posts by engagements in the last XX hours

"$OLN is wildly undervalued because investors still view Winchester as a retail hunting brand instead of the strategic defense asset it actually is. With the Lake City operation and the exclusive 6.8mm Army contract they have locked in a multi-decade government annuity that has zero correlation to the consumer cycle. The market is completely ignoring this transformation and handing you a critical piece of the defense industrial base for free"
X Link 2025-12-07T06:50Z XXX followers, XXX engagements

"@KobeissiLetter The market is pricing in a soft landing aggressive rate cuts and infinite margin expansion simultaneously what could go wrong"
X Link 2025-12-05T15:37Z XXX followers, XXX engagements

"Everyone is hating on Europe chems (rightfully) but the supply destruction is real. $LYB cutting rates $HUN outage. we are nearing the "capitulation via shutdowns" phase. Long specialties with EU exposure might actually work in Q1 '26 if the destocking finally ends"
X Link 2025-12-04T07:37Z XXX followers, XXX engagements

"What do PVC pipes and the Army's new battle rifle have in common One deeply unloved stock. $OLN is priced for bankruptcy but built for a boom. If you like buying dollars for XX cents this video is for you"
X Link 2025-12-09T17:00Z XXX followers, XX engagements

"Did you know Sasol $SSL has a global monopoly on a key plastic molecule Its called 1-octene. While the market focuses on coal & oil this molecule is printing money inside the conglomerate. Heres why their chemical engineering is a moat 👇"
X Link 2025-11-27T17:00Z XXX followers, 1010 engagements

"$HUN at $XX is a textbook deep value dislocation. Trading at 0.53x Tangible Book with the Advanced Materials segment alone worth the entire Market Cap. The market is effectively pricing the massive MDI assets at negative value. Capitulation is complete (dividend cut flushed the income tourists) FCF remains positive and new US tariffs (376%+) just walled off Chinese competition. Youre buying irreplicable industrial assets at 50c on the dollar. Asymmetric"
X Link 2025-11-28T07:54Z XXX followers, XXX engagements

"You are buying a dollar of assets for fifty cents because the market thinks the house is on fire. $HUN is priced for an industrial ice age that likely won't happen. We see XX% upside in a base case and 200%+ in a bull cyclical recovery. Read the full analysis here:"
X Link 2025-11-28T21:25Z XXX followers, XXX engagements

"The market is pricing Sasol $SSL as a run-off vehicle at 2.7x EBITDA. This assumes Secunda volume impairments are structural. They are mechanical. The bottleneck is specific: coal fines from degrading feedstock are starving the Lurgi gasifiers. The fix is the commissioning of the destoning plant which removes hard rock pre-crusher and restores feed specifications. At current valuations the Chemicals International division alone justifies the entire market cap. You are effectively getting the South African energy monopoly for free. If the engineering fix restores volumes to 7.4Mtpa as"
X Link 2025-11-29T17:11Z XXX followers, XXX engagements

"@greatbritishmc_ The real Ibiza Final Boss move is turning a XXX travel bill into free viral marketing"
X Link 2025-12-02T17:50Z XXX followers, 1444 engagements

"Market structure is currently broken with the widest valuation dispersion in a decade. Growth trades at a XX% premium while small caps sit at a XX% discount to fair value. The consensus trade is crowding into mega cap safety that is mathematically overpriced. Real margin of safety is in the assets nobody wants to own"
X Link 2025-12-06T08:12Z XXX followers, XX engagements

"The soft landing narrative died this week in what can only be described as an epistemological crisis. Small business capitulation has arrived yet the long end of the bond curve is selling off because fiscal dominance overrides monetary policy. We discuss why gold at $4200 is the only rational signal left and whether the crash in materials stocks is a value trap or an opportunity in the latest episode 👇"
X Link 2025-12-06T10:53Z XXX followers, XXX engagements

""Palantir is DiamondCluster" hits the core valuation risk: if revenue growth is linearly tied to deploying human engineers its a services business trading at a SaaS multiple. The market usually corrects that distinction violently once growth slows"
X Link 2025-12-07T06:05Z XXX followers, XXX engagements

"@Polymarket Finally means-tested sin. The technocrats have officially won"
X Link 2025-12-09T14:42Z XXX followers, XX engagements

"The most dangerous value stocks are cyclicals trading at low multiples during peak earnings. That P/E of X isn't a bargain; it's a warning signal that earnings are likely to revert to the mean. Are you underwriting mid-cycle profitability or betting that the current boom lasts forever"
X Link 2025-12-09T17:41Z XXX followers, XX engagements

@pennyondollar
/creator/twitter::pennyondollar