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[@AlphaArkInvest](/creator/twitter/AlphaArkInvest)
"$RKH Over XX% since publishing - our favorite E&P play outside of $VAL Amazing asset great downside protection competent team and extremely cheap financing - thats a good foundation for the upcoming years 🙌 Summary and our free writeup available below"  
![@AlphaArkInvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860181790285053952.png) [@AlphaArkInvest](/creator/x/AlphaArkInvest) on [X](/post/tweet/1945915734120362236) 2025-07-17 18:37:19 UTC 1515 followers, 3003 engagements


"We are now taking a deep dive into: $NFE - New Fortress Energy $TKA.DE - Thyssenkrupp $AMR - Metallurgical Resources $FFH.TO - Fairfax $MLX - Metals X $FOA - Finance of America $STNG - Scorpio Tankers $SPCB - SuperCom $NMM - Navios Maritime Partners $SEG - Seaport Entertainment $AOI - Africa Oil $JOE - St Joe $CHCI - Comstock Holdings You can expect to see some of these covered on our substack in the near future Our long-awaited Superior Industries $SUP write-up is coming this week Let us know what other stocks we should consider"  
![@AlphaArkInvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860181790285053952.png) [@AlphaArkInvest](/creator/x/AlphaArkInvest) on [X](/post/tweet/1893709455398674844) 2025-02-23 17:08:12 UTC 1514 followers, 14.2K engagements


"@ModernDayInves I hope there's a switch and non US stocks get some of that capital flow. There are so many gems outside the US like $TKA.DE $MON.WA $FILA.MI $ELAL.TA $INPST.AS"  
![@AlphaArkInvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860181790285053952.png) [@AlphaArkInvest](/creator/x/AlphaArkInvest) on [X](/post/tweet/1895734664847114411) 2025-03-01 07:15:39 UTC 1517 followers, XXX engagements


"New ATH ladies and gentlemen. Given the art of the deal at $TLN it comes as no surprise"  
![@AlphaArkInvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860181790285053952.png) [@AlphaArkInvest](/creator/x/AlphaArkInvest) on [X](/post/tweet/1946201337068146866) 2025-07-18 13:32:12 UTC 1515 followers, XXX engagements


"We are now taking a deep dive into: $TKA.DE - Thyssenkrupp $AMR - Metallurgical Resources $ALCUR.PA - Arcure $USIO - Usio $FFH.TO - Fairfax $DMX - District Metals $STNG - Scorpio Tankers $NMM - Navios Maritime Partners $PLX.PA - Pluxee $SEG - Seaport Entertainment You can expect to see some of these covered on our substack in the near future Let us know what other stocks we should consider"  
![@AlphaArkInvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860181790285053952.png) [@AlphaArkInvest](/creator/x/AlphaArkInvest) on [X](/post/tweet/1877178895482392582) 2025-01-09 02:21:39 UTC 1514 followers, 2452 engagements


"Talen Energy announced $3.8bn acquisition ($3.5bn with tax benefits) of two most efficient CCGT power plants in the PJM grid where it operates. They would increase its annual power generation by XX% to 60TWh Its a complete bargain at 2026E 6.7x EV/EBITDA and Im fairly surprised they were able to get that deal given the extremely high power demand in their region. $TLN reports this transaction should be immediately a creative to FCF and ND/EBITDA should be below 3.5x target by the end of 2026 Truly incredible $TLN call on X during the DeepSeek chaos was extremely good I regret not doing a more"  
![@AlphaArkInvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860181790285053952.png) [@AlphaArkInvest](/creator/x/AlphaArkInvest) on [X](/post/tweet/1946041204405055816) 2025-07-18 02:55:53 UTC 1515 followers, 4224 engagements


"I don't think enough people understand the scale of offshore tailwinds. We are at the doorstep of a new oil & gas era $VAL $RIG For a more in-depth analysis you can check my free write-up on $VAL"  
![@AlphaArkInvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860181790285053952.png) [@AlphaArkInvest](/creator/x/AlphaArkInvest) on [X](/post/tweet/1942269496237900141) 2025-07-07 17:08:28 UTC 1515 followers, 9334 engagements


"So many good ideas but so little time to write about them $BOC $SUP $FOA $MIND $SBSW $VAL $FTK.DE $STNG $SEG $TKA.DE And much more :("  
![@AlphaArkInvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860181790285053952.png) [@AlphaArkInvest](/creator/x/AlphaArkInvest) on [X](/post/tweet/1882491414220832857) 2025-01-23 18:11:42 UTC 1514 followers, 1411 engagements


"@GilesCapital @komodo_capital @EquityBrian @thexcapitalist @rebound_capital @stwboerse @Quality_stocksA @EricFlaningam @Noahpinion @konichivalue @MikeFritzell @Gracemzshao Thanks for the mention"  
![@AlphaArkInvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860181790285053952.png) [@AlphaArkInvest](/creator/x/AlphaArkInvest) on [X](/post/tweet/1945476019747496044) 2025-07-16 13:30:02 UTC 1514 followers, XXX 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.]

@AlphaArkInvest "$RKH Over XX% since publishing - our favorite E&P play outside of $VAL Amazing asset great downside protection competent team and extremely cheap financing - thats a good foundation for the upcoming years 🙌 Summary and our free writeup available below"
@AlphaArkInvest Avatar @AlphaArkInvest on X 2025-07-17 18:37:19 UTC 1515 followers, 3003 engagements

"We are now taking a deep dive into: $NFE - New Fortress Energy $TKA.DE - Thyssenkrupp $AMR - Metallurgical Resources $FFH.TO - Fairfax $MLX - Metals X $FOA - Finance of America $STNG - Scorpio Tankers $SPCB - SuperCom $NMM - Navios Maritime Partners $SEG - Seaport Entertainment $AOI - Africa Oil $JOE - St Joe $CHCI - Comstock Holdings You can expect to see some of these covered on our substack in the near future Our long-awaited Superior Industries $SUP write-up is coming this week Let us know what other stocks we should consider"
@AlphaArkInvest Avatar @AlphaArkInvest on X 2025-02-23 17:08:12 UTC 1514 followers, 14.2K engagements

"@ModernDayInves I hope there's a switch and non US stocks get some of that capital flow. There are so many gems outside the US like $TKA.DE $MON.WA $FILA.MI $ELAL.TA $INPST.AS"
@AlphaArkInvest Avatar @AlphaArkInvest on X 2025-03-01 07:15:39 UTC 1517 followers, XXX engagements

"New ATH ladies and gentlemen. Given the art of the deal at $TLN it comes as no surprise"
@AlphaArkInvest Avatar @AlphaArkInvest on X 2025-07-18 13:32:12 UTC 1515 followers, XXX engagements

"We are now taking a deep dive into: $TKA.DE - Thyssenkrupp $AMR - Metallurgical Resources $ALCUR.PA - Arcure $USIO - Usio $FFH.TO - Fairfax $DMX - District Metals $STNG - Scorpio Tankers $NMM - Navios Maritime Partners $PLX.PA - Pluxee $SEG - Seaport Entertainment You can expect to see some of these covered on our substack in the near future Let us know what other stocks we should consider"
@AlphaArkInvest Avatar @AlphaArkInvest on X 2025-01-09 02:21:39 UTC 1514 followers, 2452 engagements

"Talen Energy announced $3.8bn acquisition ($3.5bn with tax benefits) of two most efficient CCGT power plants in the PJM grid where it operates. They would increase its annual power generation by XX% to 60TWh Its a complete bargain at 2026E 6.7x EV/EBITDA and Im fairly surprised they were able to get that deal given the extremely high power demand in their region. $TLN reports this transaction should be immediately a creative to FCF and ND/EBITDA should be below 3.5x target by the end of 2026 Truly incredible $TLN call on X during the DeepSeek chaos was extremely good I regret not doing a more"
@AlphaArkInvest Avatar @AlphaArkInvest on X 2025-07-18 02:55:53 UTC 1515 followers, 4224 engagements

"I don't think enough people understand the scale of offshore tailwinds. We are at the doorstep of a new oil & gas era $VAL $RIG For a more in-depth analysis you can check my free write-up on $VAL"
@AlphaArkInvest Avatar @AlphaArkInvest on X 2025-07-07 17:08:28 UTC 1515 followers, 9334 engagements

"So many good ideas but so little time to write about them $BOC $SUP $FOA $MIND $SBSW $VAL $FTK.DE $STNG $SEG $TKA.DE And much more :("
@AlphaArkInvest Avatar @AlphaArkInvest on X 2025-01-23 18:11:42 UTC 1514 followers, 1411 engagements

"@GilesCapital @komodo_capital @EquityBrian @thexcapitalist @rebound_capital @stwboerse @Quality_stocksA @EricFlaningam @Noahpinion @konichivalue @MikeFritzell @Gracemzshao Thanks for the mention"
@AlphaArkInvest Avatar @AlphaArkInvest on X 2025-07-16 13:30:02 UTC 1514 followers, XXX engagements

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