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[@AyusoValue](/creator/twitter/AyusoValue)
"McBride reaffirms FY earnings guidance signals again intention to reinstate dividend and brings net debt below 1.2x EBITDA. Market very negative on language suggesting private label share has plateaued and margin pressure may return as retailers push for lower pricing. $MCB.L"  
![@AyusoValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::947785865937477632.png) [@AyusoValue](/creator/x/AyusoValue) on [X](/post/tweet/1945393486745788589) 2025-07-16 08:02:05 UTC 14.6K followers, 2086 engagements


"Before getting too excited about OPEC headlines consider which VLCC rates are locking in $DHT and $FRO for Q3"  
![@AyusoValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::947785865937477632.png) [@AyusoValue](/creator/x/AyusoValue) on [X](/post/tweet/1939689015952761087) 2025-06-30 14:14:33 UTC 14.6K followers, 5642 engagements


"Unfortunately the review process took longer than expected and the spread narrowed this week but Ive documented the special situation (and one way to play it) in $GOGL / $CMBT anyway. I hope you enjoy it"  
![@AyusoValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::947785865937477632.png) [@AyusoValue](/creator/x/AyusoValue) on [X](/post/tweet/1943952589575295141) 2025-07-12 08:36:28 UTC 14.6K followers, 2729 engagements


"Previous Fearnley's recommendations on $STNG. New TP 50$ still a BUY for them😅"  
![@AyusoValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::947785865937477632.png) [@AyusoValue](/creator/x/AyusoValue) on [X](/post/tweet/1939938501882974580) 2025-07-01 06:45:55 UTC 14.6K followers, 2579 engagements