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[@jeremie0117](/creator/twitter/jeremie0117)
"New on Substack: Is SibanyeStillwater Still Cheap A full equity research report on $SBSW valuation SOTP capex rolloff 45X credits and scenario targets. Read it here (link in comments & bio) #SBSW #PGM #mining #stocks"  
[X Link](https://x.com/jeremie0117/status/1949848167844880464) [@jeremie0117](/creator/x/jeremie0117) 2025-07-28T15:03Z XXX followers, 9055 engagements


"Brukers CEO is buying again. Frank Laukien has purchased over $5M of shares since the stocks recent decline. Historically his open-market buys have preceded strong rebounds. We dive into this high conviction idea and share other key reasons to hold $BRKR in our latest post"  
[X Link](https://x.com/jeremie0117/status/1978829791114428724) [@jeremie0117](/creator/x/jeremie0117) 2025-10-16T14:26Z XXX followers, XXX engagements


"@J_M_G_B_ $DHT has a really good CEO (Svein Harfjeld) cheap and low-risk tanker company with transparent management. I bought some $ECO / $OET today"  
[X Link](https://x.com/jeremie0117/status/1968150901916647467) [@jeremie0117](/creator/x/jeremie0117) 2025-09-17T03:11Z XXX followers, XXX engagements


"VLCCs remain the cash machines of this tanker cycle. $DHT is quietly compounding value while others chase beta. XX% yield disciplined & shipping spot rates exposure. Full report here below"  
[X Link](https://x.com/jeremie0117/status/1975207800386236680) [@jeremie0117](/creator/x/jeremie0117) 2025-10-06T14:33Z XXX followers, XXX engagements


"@StockJabber @StockJabber what about $FLUT"  
[X Link](https://x.com/jeremie0117/status/1975721344798236967) [@jeremie0117](/creator/x/jeremie0117) 2025-10-08T00:34Z XXX followers, XXX engagements


"@SixSigmaCapital Nice finally seeing guys bullish $BRKR"  
[X Link](https://x.com/jeremie0117/status/1978260072439390583) [@jeremie0117](/creator/x/jeremie0117) 2025-10-15T00:42Z XXX followers, XXX engagements


"@QuipusCapital $SSL $LYB $HUN $DOW @SasolSA @LyondellBasell"  
[X Link](https://x.com/jeremie0117/status/1978537003978207436) [@jeremie0117](/creator/x/jeremie0117) 2025-10-15T19:02Z XXX followers, XXX engagements


"Everyone ignored offshore drilling stocks for years. Now: - $VAL & $NE Record contracts locked through 2027 - $RIG Pricing power accelerating fast - $TDW Fleet fully booked asset values surging - $BORR $SDRL $ODL.OL Deepwater rig shortage driving rates"  
[X Link](https://x.com/jeremie0117/status/1948813166378713161) [@jeremie0117](/creator/x/jeremie0117) 2025-07-25T18:30Z XXX followers, 12.1K engagements


"Just published a deep-dive on $HUN Where the market sees a struggling chemical giant I see a pivotal moment. Is this a value trap or the start of a turnaround #Chemical $LYB $DOW $BAK $SSL"  
[X Link](https://x.com/jeremie0117/status/1955655778490253370) [@jeremie0117](/creator/x/jeremie0117) 2025-08-13T15:40Z XXX followers, 2412 engagements


"@Secrets4stocks $JMAT.L is the way to great returns in any portfolio. And theres a lot of cheap names on the #LSE"  
[X Link](https://x.com/jeremie0117/status/1956103901800738837) [@jeremie0117](/creator/x/jeremie0117) 2025-08-14T21:21Z XXX followers, XXX engagements


"Few are paying attention but Chiles November elections may be one of the best asymmetric opportunities in global markets. Just released a Chilean Equities Research Report covering: - $ENIC - $BCH - $BSAC - $ECH Link in first comment & bio"  
[X Link](https://x.com/jeremie0117/status/1972699564588044513) [@jeremie0117](/creator/x/jeremie0117) 2025-09-29T16:26Z XXX followers, 1388 engagements


"$BRKR trades at its lowest valuation in years despite strong fundamentals and dominant market share in life science tools. Our latest report explains why we see $105/share potential and why short-term headwinds are creating one of the best setups in the sector. @bruker $TMO"  
[X Link](https://x.com/jeremie0117/status/1978201223061787133) [@jeremie0117](/creator/x/jeremie0117) 2025-10-14T20:48Z XXX followers, 6080 engagements


"@pipedreams24 @MarriottBonvoy @Marriott @MarriottIntl I only do Fairmont which usually prevent this"  
[X Link](https://x.com/jeremie0117/status/1979702882741199352) [@jeremie0117](/creator/x/jeremie0117) 2025-10-19T00:15Z XXX followers, XX engagements