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# ![@theko_litsoane Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::529148140.png) @theko_litsoane Theko Litsoane

Theko Litsoane posts on X about silver, debt, $jsesbk, $jsefsr the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::529148140/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::529148140/c:line/m:interactions.svg)

- [--] Week [-----] +56%
- [--] Month [-----] +1,373%

### Mentions: [--] [#](/creator/twitter::529148140/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::529148140/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::529148140/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::529148140/c:line/m:followers.svg)

- [--] Week [-----] +0.51%
- [--] Month [-----] +0.69%

### CreatorRank: [---------] [#](/creator/twitter::529148140/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::529148140/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[silver](/topic/silver), [debt](/topic/debt), [$jsesbk](/topic/$jsesbk), [$jsefsr](/topic/$jsefsr), [bullish](/topic/bullish), [fund](/topic/fund), [$exk](/topic/$exk), [in the](/topic/in-the), [this is](/topic/this-is), [strong](/topic/strong)

**Top accounts mentioned or mentioned by**
[@jseinvest](/creator/undefined) [@bonganintuli](/creator/undefined) [@lubabalojuice](/creator/undefined) [@jsegroup](/creator/undefined) [@unobtainble777](/creator/undefined) [@thekolitsoane](/creator/undefined) [@soulfairy3](/creator/undefined) [@talkcentss](/creator/undefined) [@hlovo](/creator/undefined) [@lelethubb](/creator/undefined)

**Top assets mentioned**
[Endeavour Silver Corp. (EXK)](/topic/$exk) [Nike Inc (NKE)](/topic/$nke) [Basis Cash (BAC)](/topic/$bac) [Apple, Inc. (AAPL)](/topic/$aapl) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Spotify Technology (SPOT)](/topic/$spot) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Inflation and standards rising at the same time has been an absolute nightmare. My goodness"  
[X Link](https://x.com/anyuser/status/1672881186270527488)  2023-06-25T08:15Z [--] followers, [--] engagements


"@lubabalo_juice They are coming for us this week πŸ˜­πŸ˜‚ Hape we all God a [--] day sentence"  
[X Link](https://x.com/anyuser/status/1673746630858661888)  2023-06-27T17:34Z [--] followers, [--] engagements


"The AMG GT (particularly the 'S') market is quite amazing. Been watching it over the years and the recent inflation in car prices has allowed owners to put a lot of mileage on them without losing equity in the vehicles"  
[X Link](https://x.com/anyuser/status/1674377072645423104)  2023-06-29T11:20Z [--] followers, [---] engagements


"And Executive Director on the Distell Holdings directorate Future winefarm owner https://t.co/YaWffZVpTW Future winefarm owner https://t.co/YaWffZVpTW"  
[X Link](https://x.com/theko_litsoane/status/1183282567056969728)  2019-10-13T07:25Z [----] followers, [--] engagements


"$BAC to 1.3x - 1.5x Book value Could be a stretch but maybe"  
[X Link](https://x.com/theko_litsoane/status/1357339273167478787)  2021-02-04T14:44Z [----] followers, [--] engagements


"$JSESBK and $JSEFSR are my winners from SA banking"  
[X Link](https://x.com/theko_litsoane/status/1357339619159797763)  2021-02-04T14:45Z [----] followers, [--] engagements


"@JSE_Group Fini fighting hard cause Fini fina put up a fight fam. BTD $JSENED $JSESBK $JSEFSR"  
[X Link](https://x.com/theko_litsoane/status/1416127364996767745)  2021-07-16T20:07Z [----] followers, [--] engagements


"$JSEFSR broke resistance and the monthly candles are suggesting bullish momentum"  
[X Link](https://x.com/theko_litsoane/status/1439834507620855808)  2021-09-20T06:11Z [----] followers, [--] engagements


"Tim Cook buying $NKE at $59 is interesting in context. Nike has traded through clear P/E seasons: Mid-cycle growth years: 1822x Peak optimism (20182021): 3550x+ Pandemic distortion (2020): earnings compression inflated P/E $AAPL CEO Tim Cook just bought $3M of $NKE at $59/share. https://t.co/Tr6oAy33Z6 $AAPL CEO Tim Cook just bought $3M of $NKE at $59/share. https://t.co/Tr6oAy33Z6"  
[X Link](https://x.com/theko_litsoane/status/2003751846058598538)  2025-12-24T08:57Z [----] followers, [--] engagements


"Today $NKE sits around 29x P/E no longer peak optimism but not deep value either. That multiple likely reflects a reset phase: margin pressure inventory digestion slower growth but confidence in brand durability and earnings normalization"  
[X Link](https://x.com/theko_litsoane/status/2003751958428225702)  2025-12-24T08:57Z [----] followers, [--] engagements


"Id rather hold you for a little longer than try to catch this flight"  
[X Link](https://x.com/theko_litsoane/status/2009520763402068085)  2026-01-09T07:00Z [----] followers, [--] engagements


"πŸ’”πŸ˜” JUST IN: Jim Cramer tells investors to "buy today" JUST IN: Jim Cramer tells investors to "buy today""  
[X Link](https://x.com/theko_litsoane/status/2013911248048382023)  2026-01-21T09:47Z [----] followers, [--] engagements


"There are certain things I can only tell @Unobtainble777 πŸ˜­πŸ˜­πŸ˜‚ . Without fear of judgement"  
[X Link](https://x.com/theko_litsoane/status/2014743348892872997)  2026-01-23T16:53Z [----] followers, [--] engagements


"XAGUSD just dumped 1520% intraday breaking below $74/oz. That kind of volatility amplifies levered equity downside exactly why $EXKs capital structure + performance makes it a short candidate when silver cracks. Despite higher silver prices EXKs management hasnt paid down levered exposure theyve refinanced upsized facilities and issued new convertible notes to fund growth rather than materially deleverage. Ill make money in your way down πŸ‘πŸΎ https://t.co/CbSBcrC3zY Despite higher silver prices EXKs management hasnt paid down levered exposure theyve refinanced upsized facilities and issued"  
[X Link](https://x.com/theko_litsoane/status/2019374986834616358)  2026-02-05T11:38Z [----] followers, [---] engagements


"Silver momentum just snapped. CFD longs were leaning the wrong way into this move and that unwind is violent. When positioning breaks price doesnt drift it air pockets. That kills the silver bull momentum trade and leaves levered miners like $EXK exposed into the open"  
[X Link](https://x.com/theko_litsoane/status/2019375003775471651)  2026-02-05T11:38Z [----] followers, [---] engagements


"Im short $EXK and its simple. If Im taking on a miner with debt + silver price exposure I expect OUTperformance when silver rallies. $EXK gives you the risk but not the reward. Market doesnt pay premiums for broken leverage. The silver market has opened https://t.co/nCZLLoPcnV The silver market has opened https://t.co/nCZLLoPcnV"  
[X Link](https://x.com/theko_litsoane/status/2018147140753674477)  2026-02-02T02:19Z [----] followers, [---] engagements


"ThnkU for that correction So this is less about a direct impact on Prosus and more about the signal the policy sends to global capital. Even if Prosus isnt mechanically affected sentiment fund flows and risk premia can still shift for assets perceived as Netherlands-linked. @theko_litsoane @JSE_Invest Prosus didnt delist. But the change doesnt affect Prosus directly. Its more about the indirect effects that may materialize in the overall market from such changes in the tax regime. It signals they are not capital friendly. Think of overall Sentiment(investors abroad and @theko_litsoane"  
[X Link](https://x.com/theko_litsoane/status/2022738922548384212)  2026-02-14T18:25Z [----] followers, [--] engagements


"ZA Banks on the move and $JSENED has the most bullish technical set-up. $JSESBK suffered tougher times than the others so they are a lagger and offer a little more value. $JSECPI has and will always be the most expensive because they're the best growth opportunity in sector"  
[X Link](https://x.com/theko_litsoane/status/1413834572308045826)  2021-07-10T12:16Z [----] followers, [--] engagements


"$JSESSW Bullish engulfing candlestick (Weekly). Strong support in the R50 region"  
[X Link](https://x.com/theko_litsoane/status/1481221685487583243)  2022-01-12T11:09Z [----] followers, [--] engagements


"@SoulFairy3 The sector is looking juicy. $JSESSW is also within range"  
[X Link](https://x.com/theko_litsoane/status/1565395730000404481)  2022-09-01T17:46Z [----] followers, [--] engagements


"Short term: Currency can work against you Long term: Currency diversification is one of your biggest advantages Your offshore ETF: Protects purchasing power Hedges local economic risk Provides exposure to global growth Benefit from long-term Rand depreciation https://t.co/ETdesGwwIU https://t.co/ETdesGwwIU"  
[X Link](https://x.com/theko_litsoane/status/2011172918835741170)  2026-01-13T20:26Z [----] followers, [--] engagements


"I want my Ferrari by [--]. Portfolio. Make a plan. 96% of Warren Buffetts net worth came after age [--]. Thats compounding. 96% of Warren Buffetts net worth came after age [--]. Thats compounding"  
[X Link](https://x.com/theko_litsoane/status/2018143253032263710)  2026-02-02T02:03Z [----] followers, [--] engagements


"On the sidelines betting on the cycle to restart. If BTC doesnt retrace to the 60-80% zone Ill have trust issues for a life time. Naz 🀞🏾 There is one common denominator with every crypto crash in history. They always seem like the "end of crypto" and they always become rounding errors in the long run. The same will happen with the 2025-2026 bear market. https://t.co/gk2VlI9PFQ There is one common denominator with every crypto crash in history. They always seem like the "end of crypto" and they always become rounding errors in the long run. The same will happen with the 2025-2026 bear"  
[X Link](https://x.com/theko_litsoane/status/2018143902335631411)  2026-02-02T02:06Z [----] followers, [--] engagements


"When a miner cant outperform its metal in strong tapes equity holders are just financing risk. Why pay equity prices for a structure that behaves like a liability Mxm"  
[X Link](https://x.com/theko_litsoane/status/2018147145853915464)  2026-02-02T02:19Z [----] followers, [--] engagements


"Management hasnt meaningfully deleveraged in the way equity holders would hope despite strong silver prices. Heres what the filings/news show: They added debt or kept it in place rather than paying it down outright Recently EXK priced a US$350 M convertible notes offering"  
[X Link](https://x.com/theko_litsoane/status/2018148368325718323)  2026-02-02T02:24Z [----] followers, [--] engagements


"It intends to use proceeds in part to repay senior secured debt but its also funding growth projects like Pitarrilla with the rest not a pure deleveraging move. They increased the project-level debt facility for Terronera by another US$15 M instead of retiring it"  
[X Link](https://x.com/theko_litsoane/status/2018148592905515472)  2026-02-02T02:24Z [----] followers, [--] engagements


"They raised new capital instead of simply reducing debt Equity offerings and convertible debt show EXK is leaning on external financing for both expansion and working capital rather than slashing debt from cash flow"  
[X Link](https://x.com/theko_litsoane/status/2018148899865629050)  2026-02-02T02:26Z [----] followers, [--] engagements


"Despite higher silver prices EXKs management hasnt paid down levered exposure theyve refinanced upsized facilities and issued new convertible notes to fund growth rather than materially deleverage. Ill make money in your way down πŸ‘πŸΎ Im short $EXK and its simple. If Im taking on a miner with debt + silver price exposure I expect OUTperformance when silver rallies. $EXK gives you the risk but not the reward. Market doesnt pay premiums for broken leverage. https://t.co/QyCRn7A6ic Im short $EXK and its simple. If Im taking on a miner with debt + silver price exposure I expect OUTperformance"  
[X Link](https://x.com/theko_litsoane/status/2018149404981493784)  2026-02-02T02:28Z [----] followers, [--] engagements


"Yes China manages its currency. Yes capital controls exist. Yes policy can change overnight depending on what Xi had for breakfast. All valid concerns. Trust isnt built on five-year plans and surprise regulatory nukes"  
[X Link](https://x.com/theko_litsoane/status/2018160425267863922)  2026-02-02T03:11Z [----] followers, [--] engagements


"BUT reserve currencies arent elected by a moral committee. They emerge from trade size financial depth and geopolitical gravity. China is: The largest trading partner for most of the world The biggest commodity importer on Earth"  
[X Link](https://x.com/theko_litsoane/status/2018160430598762935)  2026-02-02T03:11Z [----] followers, [--] engagements


"Rapidly building non-USD payment rails Settling more trade in RMB every year You dont get to be the center of global trade and not have your currency matter. Da real issue isnt Can we trust China Its Is the world comfortable being 100% dependent on the USD forever"  
[X Link](https://x.com/theko_litsoane/status/2018160435329896655)  2026-02-02T03:11Z [----] followers, [--] engagements


"Because diversification doesnt require perfection it just requires scale. And thats the uncomfortable truth: People dont have to love the RMB. They just have to need it. Still if Beijing wants reserve status step one is obvious:"  
[X Link](https://x.com/theko_litsoane/status/2018160441373909027)  2026-02-02T03:11Z [----] followers, [--] engagements


"Maybe stop reminding markets every few months that the exchange rate is a policy tool and not a price. You cant pitch global reserve asset while running admin-adjusted currency mode. Trust is earned in basis points not speeches"  
[X Link](https://x.com/theko_litsoane/status/2018160446407139751)  2026-02-02T03:12Z [----] followers, [--] engagements


"2000 Dot-com Bubble Crash [----] Housing Market Crash [----] COVID Crash [----] The Epstein Crash"  
[X Link](https://x.com/theko_litsoane/status/2019725440240541790)  2026-02-06T10:50Z [----] followers, [--] engagements


"Bottle Plug Randburg Dreads One Eloff Tall Braam Broer so under contacts how do you save each other's numbers 🀣🀣 so under contacts how do you save each other's numbers 🀣🀣"  
[X Link](https://x.com/theko_litsoane/status/2021933060028072356)  2026-02-12T13:03Z [----] followers, [---] engagements


"Berkshire Hathaway What's the first stock you'd buy if the market dropped 20% What's the first stock you'd buy if the market dropped 20%"  
[X Link](https://x.com/theko_litsoane/status/2021933340887072919)  2026-02-12T13:04Z [----] followers, [--] engagements


"The Netherlands House of Representatives approved a framework that moves toward taxing unrealized capital gains i.e. paper profits not cash youve actually received at an effective rate around 36%. Thats not when you sell. Thats your asset went up on paper pay us. Am I the only Dutch Billionaire losing his mind right now Am I the only Dutch Billionaire losing his mind right now"  
[X Link](https://x.com/theko_litsoane/status/2022467228587954352)  2026-02-14T00:25Z [----] followers, [--] engagements


"That creates: Artificial selling pressure Pro-cyclical drawdowns Volatility spikes in bull markets Liquidity events driven by tax calendars not fundamentals"  
[X Link](https://x.com/theko_litsoane/status/2022467243834028331)  2026-02-14T00:25Z [----] followers, [--] engagements


"Taxing unrealized gains forces liquidation undermines compounding increases volatility and punishes long-term capital formation"  
[X Link](https://x.com/theko_litsoane/status/2022467248640647455)  2026-02-14T00:25Z [----] followers, [--] engagements


"Prosus used to have its primary listing on the Euronext Amsterdam exchange (PRX) but that listing was terminated in November [----] (meaning it is no longer traded there as of late 2025). Question: You Knew"  
[X Link](https://x.com/theko_litsoane/status/2022472276067664237)  2026-02-14T00:45Z [----] followers, [--] engagements


"Probably a Bentley One brand https://t.co/mWGhcx3OrX One brand https://t.co/mWGhcx3OrX"  
[X Link](https://x.com/theko_litsoane/status/2022545370157404274)  2026-02-14T05:36Z [----] followers, [--] engagements


"@BonganiNtuli Found out the fender bender I bought was a gearbox-repair-deep accident. Oil is oxidation because the gearbox isnt properly sealed. Need another one so were taking this one out now"  
[X Link](https://x.com/theko_litsoane/status/2022641460450070674)  2026-02-14T11:57Z [----] followers, [---] engagements


"@talkcentss @JSE_Invest Brudda please unpack this for me: If Prosus delisted from there why are they still exposed to this policy Im missing something πŸ˜…"  
[X Link](https://x.com/theko_litsoane/status/2022694774176895201)  2026-02-14T15:29Z [----] followers, [--] engagements


"On UNREALIZED capital gains Are you mad So you use your business cash flow to fund your taxes while your positions bloat How would Naspers even Tencent bro Or you liquidate the winning position to pay tax on it This is sick 😭😭 Also 36% BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"  
[X Link](https://x.com/theko_litsoane/status/2022459100001636364)  2026-02-13T23:53Z [----] followers, [---] engagements


"Why this breaks basic capital logic: [--]. Youre taxing liquidity that doesnt exist Capital gains are accounting gains not cash flows. That means: Operating cash is diverted to tax Balance sheets weaken Growth capital shrinks Risk-taking is punished"  
[X Link](https://x.com/theko_litsoane/status/2022467233843417189)  2026-02-14T00:25Z [----] followers, [--] engagements


"For founders holding companies PE VC family offices this is brutal. [--]. Forced selling becomes systemic If you dont have spare liquidity your only option is: πŸ‘‰ Sell the asset to pay tax on the asset you havent sold yet"  
[X Link](https://x.com/theko_litsoane/status/2022467238767530070)  2026-02-14T00:25Z [----] followers, [--] engagements


"Youre not Spotify and you never will be BTW were still the same price. BTW were still the same price"  
[X Link](https://x.com/theko_litsoane/status/2022531451384959434)  2026-02-14T04:40Z [----] followers, [---] engagements


"Thats like telling me Bing was enough. Google did great. We need the next leg. No one will ever admit it but Google was enough. No one will ever admit it but Google was enough"  
[X Link](https://x.com/theko_litsoane/status/2022532211556151776)  2026-02-14T04:43Z [----] followers, [--] engagements


"The risk then isnt the tax itself but the precedent it sets especially in a market already struggling to attract foreign capital"  
[X Link](https://x.com/theko_litsoane/status/2022738929040986498)  2026-02-14T18:25Z [----] followers, [--] engagements


"Short-term policy-driven dislocations can create opportunity for long-term holders (NPN - you) particularly where underlying asset value hasnt changed. Tencent isnt subject to the policy; Prosus isnt directly liable. Worth watching how the second-order effects play out"  
[X Link](https://x.com/theko_litsoane/status/2022738938901987758)  2026-02-14T18:25Z [----] followers, [--] engagements


"France had a similar policy.m back in the day (1997) Frances ISF wealth tax didnt tax income it taxed assets. Shares business equity property. During the dot-com era founders held illiquid equity while paper valuations exploded. Tax bills arrived before exits. The Netherlands is about to commit financial self-destruction. Their parliament just passed a 36% tax on unrealized gains for investments. This will cause wealthy people to move to another tax jurisdiction. People will avoid launching a new business. Stock market investing will https://t.co/QM6XWX1KDi The Netherlands is about to commit"  
[X Link](https://x.com/theko_litsoane/status/2022544637223645692)  2026-02-14T05:33Z [----] followers, [--] engagements


"@hlovo_ We keep a clean circle round here 🧼🫧"  
[X Link](https://x.com/theko_litsoane/status/2023072311159726359)  2026-02-15T16:30Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@theko_litsoane Avatar @theko_litsoane Theko Litsoane

Theko Litsoane posts on X about silver, debt, $jsesbk, $jsefsr the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] +56%
  • [--] Month [-----] +1,373%

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.51%
  • [--] Month [-----] +0.69%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks countries technology brands automotive brands cryptocurrencies fashion brands luxury brands travel destinations currencies

Social topic influence silver, debt, $jsesbk, $jsefsr, bullish, fund, $exk, in the, this is, strong

Top accounts mentioned or mentioned by @jseinvest @bonganintuli @lubabalojuice @jsegroup @unobtainble777 @thekolitsoane @soulfairy3 @talkcentss @hlovo @lelethubb

Top assets mentioned Endeavour Silver Corp. (EXK) Nike Inc (NKE) Basis Cash (BAC) Apple, Inc. (AAPL) Berkshire Hathaway Inc. (BRK.A) Spotify Technology (SPOT) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"Inflation and standards rising at the same time has been an absolute nightmare. My goodness"
X Link 2023-06-25T08:15Z [--] followers, [--] engagements

"@lubabalo_juice They are coming for us this week πŸ˜­πŸ˜‚ Hape we all God a [--] day sentence"
X Link 2023-06-27T17:34Z [--] followers, [--] engagements

"The AMG GT (particularly the 'S') market is quite amazing. Been watching it over the years and the recent inflation in car prices has allowed owners to put a lot of mileage on them without losing equity in the vehicles"
X Link 2023-06-29T11:20Z [--] followers, [---] engagements

"And Executive Director on the Distell Holdings directorate Future winefarm owner https://t.co/YaWffZVpTW Future winefarm owner https://t.co/YaWffZVpTW"
X Link 2019-10-13T07:25Z [----] followers, [--] engagements

"$BAC to 1.3x - 1.5x Book value Could be a stretch but maybe"
X Link 2021-02-04T14:44Z [----] followers, [--] engagements

"$JSESBK and $JSEFSR are my winners from SA banking"
X Link 2021-02-04T14:45Z [----] followers, [--] engagements

"@JSE_Group Fini fighting hard cause Fini fina put up a fight fam. BTD $JSENED $JSESBK $JSEFSR"
X Link 2021-07-16T20:07Z [----] followers, [--] engagements

"$JSEFSR broke resistance and the monthly candles are suggesting bullish momentum"
X Link 2021-09-20T06:11Z [----] followers, [--] engagements

"Tim Cook buying $NKE at $59 is interesting in context. Nike has traded through clear P/E seasons: Mid-cycle growth years: 1822x Peak optimism (20182021): 3550x+ Pandemic distortion (2020): earnings compression inflated P/E $AAPL CEO Tim Cook just bought $3M of $NKE at $59/share. https://t.co/Tr6oAy33Z6 $AAPL CEO Tim Cook just bought $3M of $NKE at $59/share. https://t.co/Tr6oAy33Z6"
X Link 2025-12-24T08:57Z [----] followers, [--] engagements

"Today $NKE sits around 29x P/E no longer peak optimism but not deep value either. That multiple likely reflects a reset phase: margin pressure inventory digestion slower growth but confidence in brand durability and earnings normalization"
X Link 2025-12-24T08:57Z [----] followers, [--] engagements

"Id rather hold you for a little longer than try to catch this flight"
X Link 2026-01-09T07:00Z [----] followers, [--] engagements

"πŸ’”πŸ˜” JUST IN: Jim Cramer tells investors to "buy today" JUST IN: Jim Cramer tells investors to "buy today""
X Link 2026-01-21T09:47Z [----] followers, [--] engagements

"There are certain things I can only tell @Unobtainble777 πŸ˜­πŸ˜­πŸ˜‚ . Without fear of judgement"
X Link 2026-01-23T16:53Z [----] followers, [--] engagements

"XAGUSD just dumped 1520% intraday breaking below $74/oz. That kind of volatility amplifies levered equity downside exactly why $EXKs capital structure + performance makes it a short candidate when silver cracks. Despite higher silver prices EXKs management hasnt paid down levered exposure theyve refinanced upsized facilities and issued new convertible notes to fund growth rather than materially deleverage. Ill make money in your way down πŸ‘πŸΎ https://t.co/CbSBcrC3zY Despite higher silver prices EXKs management hasnt paid down levered exposure theyve refinanced upsized facilities and issued"
X Link 2026-02-05T11:38Z [----] followers, [---] engagements

"Silver momentum just snapped. CFD longs were leaning the wrong way into this move and that unwind is violent. When positioning breaks price doesnt drift it air pockets. That kills the silver bull momentum trade and leaves levered miners like $EXK exposed into the open"
X Link 2026-02-05T11:38Z [----] followers, [---] engagements

"Im short $EXK and its simple. If Im taking on a miner with debt + silver price exposure I expect OUTperformance when silver rallies. $EXK gives you the risk but not the reward. Market doesnt pay premiums for broken leverage. The silver market has opened https://t.co/nCZLLoPcnV The silver market has opened https://t.co/nCZLLoPcnV"
X Link 2026-02-02T02:19Z [----] followers, [---] engagements

"ThnkU for that correction So this is less about a direct impact on Prosus and more about the signal the policy sends to global capital. Even if Prosus isnt mechanically affected sentiment fund flows and risk premia can still shift for assets perceived as Netherlands-linked. @theko_litsoane @JSE_Invest Prosus didnt delist. But the change doesnt affect Prosus directly. Its more about the indirect effects that may materialize in the overall market from such changes in the tax regime. It signals they are not capital friendly. Think of overall Sentiment(investors abroad and @theko_litsoane"
X Link 2026-02-14T18:25Z [----] followers, [--] engagements

"ZA Banks on the move and $JSENED has the most bullish technical set-up. $JSESBK suffered tougher times than the others so they are a lagger and offer a little more value. $JSECPI has and will always be the most expensive because they're the best growth opportunity in sector"
X Link 2021-07-10T12:16Z [----] followers, [--] engagements

"$JSESSW Bullish engulfing candlestick (Weekly). Strong support in the R50 region"
X Link 2022-01-12T11:09Z [----] followers, [--] engagements

"@SoulFairy3 The sector is looking juicy. $JSESSW is also within range"
X Link 2022-09-01T17:46Z [----] followers, [--] engagements

"Short term: Currency can work against you Long term: Currency diversification is one of your biggest advantages Your offshore ETF: Protects purchasing power Hedges local economic risk Provides exposure to global growth Benefit from long-term Rand depreciation https://t.co/ETdesGwwIU https://t.co/ETdesGwwIU"
X Link 2026-01-13T20:26Z [----] followers, [--] engagements

"I want my Ferrari by [--]. Portfolio. Make a plan. 96% of Warren Buffetts net worth came after age [--]. Thats compounding. 96% of Warren Buffetts net worth came after age [--]. Thats compounding"
X Link 2026-02-02T02:03Z [----] followers, [--] engagements

"On the sidelines betting on the cycle to restart. If BTC doesnt retrace to the 60-80% zone Ill have trust issues for a life time. Naz 🀞🏾 There is one common denominator with every crypto crash in history. They always seem like the "end of crypto" and they always become rounding errors in the long run. The same will happen with the 2025-2026 bear market. https://t.co/gk2VlI9PFQ There is one common denominator with every crypto crash in history. They always seem like the "end of crypto" and they always become rounding errors in the long run. The same will happen with the 2025-2026 bear"
X Link 2026-02-02T02:06Z [----] followers, [--] engagements

"When a miner cant outperform its metal in strong tapes equity holders are just financing risk. Why pay equity prices for a structure that behaves like a liability Mxm"
X Link 2026-02-02T02:19Z [----] followers, [--] engagements

"Management hasnt meaningfully deleveraged in the way equity holders would hope despite strong silver prices. Heres what the filings/news show: They added debt or kept it in place rather than paying it down outright Recently EXK priced a US$350 M convertible notes offering"
X Link 2026-02-02T02:24Z [----] followers, [--] engagements

"It intends to use proceeds in part to repay senior secured debt but its also funding growth projects like Pitarrilla with the rest not a pure deleveraging move. They increased the project-level debt facility for Terronera by another US$15 M instead of retiring it"
X Link 2026-02-02T02:24Z [----] followers, [--] engagements

"They raised new capital instead of simply reducing debt Equity offerings and convertible debt show EXK is leaning on external financing for both expansion and working capital rather than slashing debt from cash flow"
X Link 2026-02-02T02:26Z [----] followers, [--] engagements

"Despite higher silver prices EXKs management hasnt paid down levered exposure theyve refinanced upsized facilities and issued new convertible notes to fund growth rather than materially deleverage. Ill make money in your way down πŸ‘πŸΎ Im short $EXK and its simple. If Im taking on a miner with debt + silver price exposure I expect OUTperformance when silver rallies. $EXK gives you the risk but not the reward. Market doesnt pay premiums for broken leverage. https://t.co/QyCRn7A6ic Im short $EXK and its simple. If Im taking on a miner with debt + silver price exposure I expect OUTperformance"
X Link 2026-02-02T02:28Z [----] followers, [--] engagements

"Yes China manages its currency. Yes capital controls exist. Yes policy can change overnight depending on what Xi had for breakfast. All valid concerns. Trust isnt built on five-year plans and surprise regulatory nukes"
X Link 2026-02-02T03:11Z [----] followers, [--] engagements

"BUT reserve currencies arent elected by a moral committee. They emerge from trade size financial depth and geopolitical gravity. China is: The largest trading partner for most of the world The biggest commodity importer on Earth"
X Link 2026-02-02T03:11Z [----] followers, [--] engagements

"Rapidly building non-USD payment rails Settling more trade in RMB every year You dont get to be the center of global trade and not have your currency matter. Da real issue isnt Can we trust China Its Is the world comfortable being 100% dependent on the USD forever"
X Link 2026-02-02T03:11Z [----] followers, [--] engagements

"Because diversification doesnt require perfection it just requires scale. And thats the uncomfortable truth: People dont have to love the RMB. They just have to need it. Still if Beijing wants reserve status step one is obvious:"
X Link 2026-02-02T03:11Z [----] followers, [--] engagements

"Maybe stop reminding markets every few months that the exchange rate is a policy tool and not a price. You cant pitch global reserve asset while running admin-adjusted currency mode. Trust is earned in basis points not speeches"
X Link 2026-02-02T03:12Z [----] followers, [--] engagements

"2000 Dot-com Bubble Crash [----] Housing Market Crash [----] COVID Crash [----] The Epstein Crash"
X Link 2026-02-06T10:50Z [----] followers, [--] engagements

"Bottle Plug Randburg Dreads One Eloff Tall Braam Broer so under contacts how do you save each other's numbers 🀣🀣 so under contacts how do you save each other's numbers 🀣🀣"
X Link 2026-02-12T13:03Z [----] followers, [---] engagements

"Berkshire Hathaway What's the first stock you'd buy if the market dropped 20% What's the first stock you'd buy if the market dropped 20%"
X Link 2026-02-12T13:04Z [----] followers, [--] engagements

"The Netherlands House of Representatives approved a framework that moves toward taxing unrealized capital gains i.e. paper profits not cash youve actually received at an effective rate around 36%. Thats not when you sell. Thats your asset went up on paper pay us. Am I the only Dutch Billionaire losing his mind right now Am I the only Dutch Billionaire losing his mind right now"
X Link 2026-02-14T00:25Z [----] followers, [--] engagements

"That creates: Artificial selling pressure Pro-cyclical drawdowns Volatility spikes in bull markets Liquidity events driven by tax calendars not fundamentals"
X Link 2026-02-14T00:25Z [----] followers, [--] engagements

"Taxing unrealized gains forces liquidation undermines compounding increases volatility and punishes long-term capital formation"
X Link 2026-02-14T00:25Z [----] followers, [--] engagements

"Prosus used to have its primary listing on the Euronext Amsterdam exchange (PRX) but that listing was terminated in November [----] (meaning it is no longer traded there as of late 2025). Question: You Knew"
X Link 2026-02-14T00:45Z [----] followers, [--] engagements

"Probably a Bentley One brand https://t.co/mWGhcx3OrX One brand https://t.co/mWGhcx3OrX"
X Link 2026-02-14T05:36Z [----] followers, [--] engagements

"@BonganiNtuli Found out the fender bender I bought was a gearbox-repair-deep accident. Oil is oxidation because the gearbox isnt properly sealed. Need another one so were taking this one out now"
X Link 2026-02-14T11:57Z [----] followers, [---] engagements

"@talkcentss @JSE_Invest Brudda please unpack this for me: If Prosus delisted from there why are they still exposed to this policy Im missing something πŸ˜…"
X Link 2026-02-14T15:29Z [----] followers, [--] engagements

"On UNREALIZED capital gains Are you mad So you use your business cash flow to fund your taxes while your positions bloat How would Naspers even Tencent bro Or you liquidate the winning position to pay tax on it This is sick 😭😭 Also 36% BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"
X Link 2026-02-13T23:53Z [----] followers, [---] engagements

"Why this breaks basic capital logic: [--]. Youre taxing liquidity that doesnt exist Capital gains are accounting gains not cash flows. That means: Operating cash is diverted to tax Balance sheets weaken Growth capital shrinks Risk-taking is punished"
X Link 2026-02-14T00:25Z [----] followers, [--] engagements

"For founders holding companies PE VC family offices this is brutal. [--]. Forced selling becomes systemic If you dont have spare liquidity your only option is: πŸ‘‰ Sell the asset to pay tax on the asset you havent sold yet"
X Link 2026-02-14T00:25Z [----] followers, [--] engagements

"Youre not Spotify and you never will be BTW were still the same price. BTW were still the same price"
X Link 2026-02-14T04:40Z [----] followers, [---] engagements

"Thats like telling me Bing was enough. Google did great. We need the next leg. No one will ever admit it but Google was enough. No one will ever admit it but Google was enough"
X Link 2026-02-14T04:43Z [----] followers, [--] engagements

"The risk then isnt the tax itself but the precedent it sets especially in a market already struggling to attract foreign capital"
X Link 2026-02-14T18:25Z [----] followers, [--] engagements

"Short-term policy-driven dislocations can create opportunity for long-term holders (NPN - you) particularly where underlying asset value hasnt changed. Tencent isnt subject to the policy; Prosus isnt directly liable. Worth watching how the second-order effects play out"
X Link 2026-02-14T18:25Z [----] followers, [--] engagements

"France had a similar policy.m back in the day (1997) Frances ISF wealth tax didnt tax income it taxed assets. Shares business equity property. During the dot-com era founders held illiquid equity while paper valuations exploded. Tax bills arrived before exits. The Netherlands is about to commit financial self-destruction. Their parliament just passed a 36% tax on unrealized gains for investments. This will cause wealthy people to move to another tax jurisdiction. People will avoid launching a new business. Stock market investing will https://t.co/QM6XWX1KDi The Netherlands is about to commit"
X Link 2026-02-14T05:33Z [----] followers, [--] engagements

"@hlovo_ We keep a clean circle round here 🧼🫧"
X Link 2026-02-15T16:30Z [----] followers, [---] engagements

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@theko_litsoane
/creator/twitter::theko_litsoane