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[@AyusoValue](/creator/twitter/AyusoValue)
"Between vessel sales and cash flow generation the covenant that seems to worry the market is now history. $CMBT"  
[X Link](https://x.com/AyusoValue/status/1975103994373796344) [@AyusoValue](/creator/x/AyusoValue) 2025-10-06T07:41Z 15K followers, 5040 engagements


"Enjoying the shitshow. $MEG $CVE $SCR"  
[X Link](https://x.com/AyusoValue/status/1967929187240751308) [@AyusoValue](/creator/x/AyusoValue) 2025-09-16T12:30Z 15K followers, 2441 engagements


"My 2022 high conviction pick was $DIS.MI 2023 $OET. 2024 $FILO & $NGEX My choice for 2025 is McBride $MCB.L a market leader private label manufacturer in Europe trading below 4xEV/EBITDA. DYODD"  
[X Link](https://x.com/AyusoValue/status/1865033979478372729) [@AyusoValue](/creator/x/AyusoValue) 2024-12-06T14:02Z 15K followers, 13.6K engagements


"When your market cap is $29M but you hand out a $2.9M in bonuses Greek shipping math at its finest. 🏴☠ $PXS"  
[X Link](https://x.com/AyusoValue/status/1953836578381480082) [@AyusoValue](/creator/x/AyusoValue) 2025-08-08T15:11Z 14.9K followers, 1958 engagements


"Forget casinos lately the real entertainment is investing in DRC mines. $IVN.TO"  
[X Link](https://x.com/AyusoValue/status/1960390477045223578) [@AyusoValue](/creator/x/AyusoValue) 2025-08-26T17:14Z 15K followers, 5046 engagements


"Todays drop is frustrating but lets keep perspective: X. Milei hasnt even lost yet. X. The Peronists still need dollars. X. $GLNG contracts are protected under RIGI. For context even without RIGI $YPF once paid Exmar $150m for the early termination of the Tango LNG contract. X. Many seem to have just discovered country risk today overlooking that FLNGs are precisely designed to avoid building permanent infrastructure in weaker jurisdictions; Hili is operating in Cameroon for example. X. $GLNG could always take indemnity and redeploy its assets elsewhere; the FLNG market is fully booked until"  
[X Link](https://x.com/AyusoValue/status/1965124904522535383) [@AyusoValue](/creator/x/AyusoValue) 2025-09-08T18:47Z 14.9K followers, 11.6K engagements


"Qataris agree. $IVN.TO"  
[X Link](https://x.com/AyusoValue/status/1968241516037751277) [@AyusoValue](/creator/x/AyusoValue) 2025-09-17T09:12Z 15K followers, 3099 engagements


"Goldman Sachs initiates $GLNG with a BUY rating and a 54$ 12m Price Target"  
[X Link](https://x.com/AyusoValue/status/1972899744080163014) [@AyusoValue](/creator/x/AyusoValue) 2025-09-30T05:42Z 14.9K followers, 13.6K engagements


"Tanto criticar a otros fondos que no se comparan con ndices "total return" y tantas citas de Buffett para acabar recibiendo tremenda paliza del IBEX"  
[X Link](https://x.com/AyusoValue/status/1978415912555344332) [@AyusoValue](/creator/x/AyusoValue) 2025-10-15T11:01Z 15K followers, 1896 engagements


"AyusoQuality strikes again. Napkin thesis are the best 🤠 $NESN"  
[X Link](https://x.com/AyusoValue/status/1978728984398430249) [@AyusoValue](/creator/x/AyusoValue) 2025-10-16T07:45Z 15K followers, 4654 engagements


"Yatra NS briefly touched 52-week highs in India. Although the stock has deflated a bit its U.S. equivalent is around $X more than twice the current price. Even after applying a XX% discount the upside remains very significant. $YTRA"  
[X Link](https://x.com/AyusoValue/status/1962772180850131071) [@AyusoValue](/creator/x/AyusoValue) 2025-09-02T06:58Z 15K followers, 2825 engagements


"+1.5% shares outstanding $STNG"  
[X Link](https://x.com/AyusoValue/status/1972553754554888511) [@AyusoValue](/creator/x/AyusoValue) 2025-09-29T06:47Z 15K followers, 4685 engagements


"ENI doesnt appear to be concerned about Argentina. $GLNG"  
[X Link](https://x.com/AyusoValue/status/1977633533884760212) [@AyusoValue](/creator/x/AyusoValue) 2025-10-13T07:12Z 15K followers, 7150 engagements


"The drop in Russian crude exports to India is already being felt in the market. If it intensifies it would be a very bullish factor for crude tankers as India will have to replace those barrels with longer-haul ones (recent purchases from Guyana) increasing the utilization of the regular fleet. (Kpler Chart)"  
[X Link](https://x.com/AyusoValue/status/1979086337283162396) [@AyusoValue](/creator/x/AyusoValue) 2025-10-17T07:25Z 15K followers, 5578 engagements


"No complaints about management today. $CMBT"  
[X Link](https://x.com/AyusoValue/status/1977739839882567847) [@AyusoValue](/creator/x/AyusoValue) 2025-10-13T14:14Z 15K followers, 3455 engagements


"Great reflection by Clarksons on the interplay between capital allocation and NAV multiples in shipping. When you trade at a premium selling ships may erode value while issuing equity to buy vessels may create it. $FRO"  
[X Link](https://x.com/AyusoValue/status/1978797454737686826) [@AyusoValue](/creator/x/AyusoValue) 2025-10-16T12:17Z 15K followers, 3354 engagements


"Joeri was among the first to spot the hidden value in $CMBT hopefully the market will catch up soon"  
[X Link](https://x.com/AyusoValue/status/1975834323514499447) [@AyusoValue](/creator/x/AyusoValue) 2025-10-08T08:03Z 15K followers, 3398 engagements


"If the broad market allows $CMBT should reflect these futures"  
[X Link](https://x.com/AyusoValue/status/1977604470323450295) [@AyusoValue](/creator/x/AyusoValue) 2025-10-13T05:17Z 15K followers, 4114 engagements


"$CMBT 300m 5Y Senior Unsecured Bond Issue to refinance EURNBB XX. Whispers mid to high 7s"  
[X Link](https://x.com/AyusoValue/status/1980172191225532484) [@AyusoValue](/creator/x/AyusoValue) 2025-10-20T07:20Z 15K followers, 4839 engagements


"Fearnley about $CMBT"  
[X Link](https://x.com/AyusoValue/status/1980193665772638524) [@AyusoValue](/creator/x/AyusoValue) 2025-10-20T08:45Z 15K followers, 3590 engagements