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[@DukeInShadows](/creator/twitter/DukeInShadows)
"1155% A brief reflection on $MLP.v $MLPNF"  
[X Link](https://x.com/DukeInShadows/status/1965048730278564343) [@DukeInShadows](/creator/x/DukeInShadows) 2025-09-08T13:45Z XXX followers, 17.4K engagements


"$MOLY great primer on Greenland Resources for those reading up"  
[X Link](https://x.com/DukeInShadows/status/1978796817698680961) [@DukeInShadows](/creator/x/DukeInShadows) 2025-10-16T12:15Z XXX followers, XXX engagements


"those who won't look at $FFH.TO bc of the "lost decade" should really look at those splits. really a completely different company"  
[X Link](https://x.com/DukeInShadows/status/1955798118223548734) [@DukeInShadows](/creator/x/DukeInShadows) 2025-08-14T01:06Z XXX followers, 2298 engagements


"never seen a shareholder base loose their mind more than $CSU.to holders this past week. loll"  
[X Link](https://x.com/DukeInShadows/status/1971999663759954056) [@DukeInShadows](/creator/x/DukeInShadows) 2025-09-27T18:05Z XXX followers, 1692 engagements


"reminder that $NTR is flat for X years (-4%). The big "diversified" model (or as I call "diluted model") is breaking the problem is potash isnt really their focus. They constantly eat losses in Brazil due to poor economics have billion-dollar capex cycles layers of bureaucracy and slow pivots its an increasingly tough setup in todays environment. Just look at Jansen or $MOS announcement today. Meanwhile some pure plays with lean capex agility better locations stronger geology and focused world-class teams keep showing why they can outperform. This trend will only accelerate"  
[X Link](https://x.com/DukeInShadows/status/1976675546927911329) [@DukeInShadows](/creator/x/DukeInShadows) 2025-10-10T15:45Z XXX followers, 2406 engagements


"I've said it before.but the fact we are so close to the U.S. helps us even if on almost all metric we are less competitive then them the way these Western European governments think is completely non sensical. having recently spent time in these countries they are a ticking time bomb.uk only the first. Norway Spain Italy are coming unless massive reform and ideology shifts"  
[X Link](https://x.com/DukeInShadows/status/1979586929021550907) [@DukeInShadows](/creator/x/DukeInShadows) 2025-10-18T16:34Z XXX followers, XXX engagements