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[@cycle_strategy](/creator/twitter/cycle_strategy)
"Any day was today $SBSW"  
[X Link](https://x.com/cycle_strategy/status/1969045071942066433) [@cycle_strategy](/creator/x/cycle_strategy) 2025-09-19T14:25Z 5912 followers, 5828 engagements


"The dilution pushed $RIG back into the heavy-volume support zone with the stock touching the 200-day moving average. The company now has an additional $380M in cash to address its biggest bear case: debt. Dayrates have already turned higher and the business is generating positive cash flow. This is one of the most cyclical industries you can imagine currently trading at depressed levels. If a XX% dilution destroys your investment case youre probably looking at the wrong stock. Over the next two years this could deliver several hundred percent in returns or go bust. That said cashflow-positive"  
[X Link](https://x.com/cycle_strategy/status/1971274769896005854) [@cycle_strategy](/creator/x/cycle_strategy) 2025-09-25T18:05Z 5912 followers, 28.8K engagements


"$RIG is holding up strong and building higher lows even with a weak #oil price. The long-term setup is very bullish for this one and excited to see where we stand a few months from now #Transocean #offshore #energy"  
[X Link](https://x.com/cycle_strategy/status/1978559537167622415) [@cycle_strategy](/creator/x/cycle_strategy) 2025-10-15T20:32Z 5912 followers, 17.5K engagements


"What can we say sometimes stocks just do exactly what you expect. $SBSW with another nice move after a well-needed consolidation. #Sibanye #PGMs"  
[X Link](https://x.com/cycle_strategy/status/1978916286856847377) [@cycle_strategy](/creator/x/cycle_strategy) 2025-10-16T20:09Z 5912 followers, 6005 engagements


"#FirstMajestic really had a great run this year. That said it wouldnt be a surprise to see some form of correction/consolidation from here. $AG #silver"  
[X Link](https://x.com/cycle_strategy/status/1979321245146787960) [@cycle_strategy](/creator/x/cycle_strategy) 2025-10-17T22:58Z 5912 followers, 4050 engagements


"$SBSW has increased in value by over XXX% since its lows - what a run A few months ago many people thought the #stock was too risky and/or dead. Now its unfolding what many of us have been waiting for - great job to everyone who has it Setbacks are of course still expected but we see further potential in the long term #palladium #platin #PGMs #gold #SouthAfrica #sibanye"  
[X Link](https://x.com/cycle_strategy/status/1948098998352638145) [@cycle_strategy](/creator/x/cycle_strategy) 2025-07-23T19:12Z 5911 followers, 17.5K engagements


"$EWZ update: One month later and we may have seen the breakout. On these higher timeframes there is always some leeway but it appears that we might have indeed left the triangle as expected with the monthly closing in August. Time to turn around the underperformance of #Brazil - insane opportunity here in the coming years"  
[X Link](https://x.com/cycle_strategy/status/1962610291369259321) [@cycle_strategy](/creator/x/cycle_strategy) 2025-09-01T20:15Z 5911 followers, 6621 engagements


"Offshore oil is about to become the political lefts favorite energy source If youre gonna do a XXX on your energy policy because fucking reality smacks you in the face then do it XXX kilometers offshore in the Gulf of Mexico $RIG $VAL $BORR"  
[X Link](https://x.com/cycle_strategy/status/1965792666777776275) [@cycle_strategy](/creator/x/cycle_strategy) 2025-09-10T15:01Z 5910 followers, 4530 engagements


"$SBSW with a quick squad that was bought up fast. No notable high selling volume and the weekly RSI has also normalized again important for a healthy continuation higher #sibanye #PGMs #platin #palladium #gold"  
[X Link](https://x.com/cycle_strategy/status/1967304053291159658) [@cycle_strategy](/creator/x/cycle_strategy) 2025-09-14T19:06Z 5910 followers, 15.7K engagements


"Besides $RIG we are also fans of $VAL which entered into a fresh Stage X breakout last week. #Valaris had already shown strong accumulation volume in advance and moves higher now. In general many Weinstein Stage X breakouts are occurring in the #offshore sector"  
[X Link](https://x.com/cycle_strategy/status/1967974986540531765) [@cycle_strategy](/creator/x/cycle_strategy) 2025-09-16T15:32Z 5911 followers, 6644 engagements


"#Sibanye on the daily - nice flag with coiling price action and a potential inside candle today. Feels like $SBSW might breakout any day now to continue its upward trend #PGMs"  
[X Link](https://x.com/cycle_strategy/status/1968714542902284407) [@cycle_strategy](/creator/x/cycle_strategy) 2025-09-18T16:31Z 5910 followers, 20.4K engagements


"What a beautiful breakout in $DR0 not much attention on this stock but it played out perfectly #oil #tungsten $ALM #DeutscheRohstoff"  
[X Link](https://x.com/cycle_strategy/status/1970940354762506523) [@cycle_strategy](/creator/x/cycle_strategy) 2025-09-24T19:56Z 5911 followers, 2476 engagements


"The management of Deutsche Rohstoff ($DR0) ranks among the best in the sector. They sold their oil assets in 2014right before the bear marketthen bought back in March 2020 almost at the bottom. More recently they smartly acquired a stake in tungsten producer Almonty which has since surged. The green arrows show where we initiated our positions alongside subscribers"  
[X Link](https://x.com/cycle_strategy/status/1976605470166016144) [@cycle_strategy](/creator/x/cycle_strategy) 2025-10-10T11:07Z 5911 followers, 3068 engagements


"When I studied law in Heidelberg (Germany) there was a capital markets law professor who argued that insider trading should be allowed. His reasoning was that society prospers most when markets are as efficient as possible and excluding insiders would actually distort that maximum efficiency. Ive been thinking a lot about this perspective but I still dont have a strong opinion on it"  
[X Link](https://x.com/cycle_strategy/status/1976636763729715544) [@cycle_strategy](/creator/x/cycle_strategy) 2025-10-10T13:11Z 5911 followers, 64.7K engagements


"Whats the next big play in #commodities If you ask us its #oil The sector looks set to offer the next major opportunity. Weve been tracking it for a while and plan to increase our positioning further soon. Currently sitting right at an important range low. #crude"  
[X Link](https://x.com/cycle_strategy/status/1977842766039359626) [@cycle_strategy](/creator/x/cycle_strategy) 2025-10-13T21:03Z 5912 followers, 54K engagements


"What a chart of #DeutscheRohstoff and that from such a niche company that few have even heard of Big volume coming in lately as more people start recognizing the value of an agile business with a strong management team. Up almost XX% since our entry with the subs $ALM #oil #commodities"  
[X Link](https://x.com/cycle_strategy/status/1978476271521665464) [@cycle_strategy](/creator/x/cycle_strategy) 2025-10-15T15:01Z 5912 followers, 3671 engagements


"New report out for the subs. Where is the next big opportunity after silver Have a great start to the week Link below"  
[X Link](https://x.com/cycle_strategy/status/1980094436244951480) [@cycle_strategy](/creator/x/cycle_strategy) 2025-10-20T02:11Z 5912 followers, 1145 engagements