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[@CapitalValor](/creator/twitter/CapitalValor)
"Trump says "big trade deal" coming up with the Philippines. Both countries going to make a lot of money. Says they're a big military ally"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1947687720584884557) 2025-07-22 15:58:33 UTC 8126 followers, 6053 engagements


"Golden age of biotech CVRs. Long $VERV CVR for in-price of $XXXX. It will pay $X. Trigger for payment not so difficult imo. Deal closing today. HSR period just ended"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1947985410300268935) 2025-07-23 11:41:28 UTC 8128 followers, 1334 engagements


"Bullish frontier markets Time to set up new factories"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1946950546658599042) 2025-07-20 15:09:17 UTC 8127 followers, 3858 engagements


"Good start to the earnings season $LEVI Long calls"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1943403801311953161) 2025-07-10 20:15:47 UTC 8122 followers, 1245 engagements


"Exited my large $GSRT position for c.10% profit. SPACs trading horribly as awful new deals keep killing portfolios and sentiment e.g. $PEW. Only retaining SPAC exposure around a few cents above trust value"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1946260288119972090) 2025-07-18 17:26:27 UTC 8125 followers, 5804 engagements


"The race for critical minerals is getting CRAZY. France (and EU) want access to the nickel in New Caledonia (30% of global reserves). And so France accepted to create a new New Caledonian state albeit within France with its own new citizenship. Ridiculous"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1944001844549767184) 2025-07-12 11:52:12 UTC 8122 followers, 2142 engagements


"@Jam_invest @Ultradeep3 The Poon's own most of this business. They have no interest in burning the cash on useless ventures. Their investments have been good in the past (e.g. made 11x in Honey sold to Paypal)"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1947303192661758226) 2025-07-21 14:30:34 UTC 8122 followers, XXX engagements


"Trump says no cap gain tax on property and investments. I assume this would be for next year So everyone hodl's this year with market going through the roof. And then we dump as everyone locks in tax free profits"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1947696391599321410) 2025-07-22 16:33:00 UTC 8126 followers, 2915 engagements


"Containerboard/box guys are breaking out. They're still v cheap. EU tariff risk and impact on crossborder trade = resolved. Tariffs will remove Chinese and other foreign containerboard imports so industry structure stronger from here. $IP $SW $PKG I prefer SW as long term hold"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1948077046942539825) 2025-07-23 17:45:36 UTC 8128 followers, 1085 engagements


"Philippines Waiting for Godot but darkest before dawn"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1947772851555041770) 2025-07-22 21:36:50 UTC 8127 followers, 2420 engagements


"Attended @Enrons earnings call yesterday. It was neither serious nor funny. Dont follow what theyre trying to achieve"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1943806542928634166) 2025-07-11 22:56:08 UTC 8055 followers, 1021 engagements


"Deal closed. Congrats Sanofi. Cheap CVRs in the bag. $BPMC"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1946137595835998644) 2025-07-18 09:18:54 UTC 8125 followers, 2155 engagements


"Chris Wood sees SGD at parity with USD within X years #chriswood #panteneprov"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1943717959714644397) 2025-07-11 17:04:08 UTC 8053 followers, 3162 engagements


"$BRK Berkshire getting back to Liberation Day lows soon. with US market absolutely ripping. Gotta be some value here at some point"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1943377607883407384) 2025-07-10 18:31:42 UTC 8116 followers, 13K engagements


"@Jam_invest Business trades at XX% cash and is profitable cash-flow generative. They suspended divi and had this language to buy co on the cheap. Theyre not a charity trying to buy this business just as its about to fall over"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1947239087821271054) 2025-07-21 10:15:51 UTC 8122 followers, XXX engagements


"$DPM one of the best teams out there in gold buying into tiny Newfoundland junior. Tiny mkt cap of $2m. CEO left highly paid Dundee job to run this. Some v interesting gold intercepts (4m at 5g/t 4m at 7g/t 15m at 3g/t) - Dundee see smth big here $BOOM"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1938642774213173753) 2025-06-27 16:57:10 UTC 8115 followers, 2484 engagements


"Is Cluseau literally driving a short-squeeze in $KSS Our small Fintwit circle now moving multibillion companies Wild"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1947647232922055130) 2025-07-22 13:17:40 UTC 8129 followers, 29.4K engagements


"Silver going crazy. $DPM should be up much more. Its about to close acquisition of world class silver operation $ADT"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1943716498993803577) 2025-07-11 16:58:20 UTC 8125 followers, 1079 engagements


"@nope_its_lily and I making such a killing on $DQ calls Calls on ponzis has been a key play in this market"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1947680705258942654) 2025-07-22 15:30:40 UTC 8119 followers, XXX engagements


"$DPM and $ADT in merger talks. Backed both when they were overlooked Eastern European plays now theyre all grown up and getting married. DPM will be a serious mid-tier gold/silver powerhouse"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1924927588109086836) 2025-05-20 20:37:55 UTC 8116 followers, 2116 engagements


"So $BPMC tender from Sanofi is going through and closing today/tomorrow. Stock at $XXXXXX. Will receive $XXX cash + $X CVR on dosing of X patients for a single indication + $X CVR on reg milestone. $X piece seems quite straightforward for a 6x return at least"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1945869379695976459) 2025-07-17 15:33:07 UTC 8125 followers, 3921 engagements


"May need to go long gun stocks soon. Been a long down cycle. To monitor. $SWBI $RGR"  
![@CapitalValor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1252742494816780288.png) [@CapitalValor](/creator/x/CapitalValor) on [X](/post/tweet/1943385261171233078) 2025-07-10 19:02:07 UTC 8055 followers, 3640 engagements