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[@FjordPhil](/creator/twitter/FjordPhil)
"Just as I thought I was out they pull me back in $FRO $ECO $MBT"  
[X Link](https://x.com/FjordPhil/status/1976309098971873615) [@FjordPhil](/creator/x/FjordPhil) 2025-10-09T15:29Z 1397 followers, XXX engagements


"$BRUT thinks this time is different assumptions; capex = 135M tc_lifetime_rate = 55k/d opex = 8239 ( $ECO ) util = XX% years = XX discount_rate = X% Scenario X (80% Debt @ 10%) Only interest payment bullet at the end. - IRR: -XXXX% NPV: $43.60M Scenario X (100% Equity) - IRR: XXXXX% NPV: $33.80M Not to mention the tankers are delivered in 28-29. For comparison the average VLCC rate has been 37k/d since 1990 so they better hit the bull market right out of the gate 🧐"  
[X Link](https://x.com/FjordPhil/status/1980627110235631823) [@FjordPhil](/creator/x/FjordPhil) 2025-10-21T13:27Z 1397 followers, 1168 engagements


"Finally a buying opportunity in some gold miners"  
[X Link](https://x.com/FjordPhil/status/1980634965449798096) [@FjordPhil](/creator/x/FjordPhil) 2025-10-21T13:59Z 1397 followers, 15K engagements


"This is my quant"  
[X Link](https://x.com/FjordPhil/status/1980659762971693182) [@FjordPhil](/creator/x/FjordPhil) 2025-10-21T15:37Z 1396 followers, 1109 engagements