#  @AlmostMongolian AlmostMongolian AlmostMongolian posts on X about $vxtr, $mind, $seiv, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1382591308355751936/interactions)  - [--] Week [-----] +59% - [--] Month [------] +158% - [--] Months [-------] +73% - [--] Year [-------] +50% ### Mentions: [--] [#](/creator/twitter::1382591308355751936/posts_active)  - [--] Week [--] no change - [--] Month [--] +23% - [--] Months [---] +26% - [--] Year [---] +12% ### Followers: [-----] [#](/creator/twitter::1382591308355751936/followers)  - [--] Week [-----] +0.20% - [--] Month [-----] +5.80% - [--] Months [-----] +24% - [--] Year [-----] +40% ### CreatorRank: [---------] [#](/creator/twitter::1382591308355751936/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [stocks](/list/stocks) [currencies](/list/currencies) [social networks](/list/social-networks) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) **Social topic influence** [$vxtr](/topic/$vxtr), [$mind](/topic/$mind), [$seiv](/topic/$seiv), [stocks](/topic/stocks), [market cap](/topic/market-cap), [$vleto](/topic/$vleto), [in the](/topic/in-the), [$adur](/topic/$adur) #20, [debt](/topic/debt), [investment](/topic/investment) **Top accounts mentioned or mentioned by** [@sparkytrade56](/creator/undefined) [@jaminvest](/creator/undefined) [@smkahn1](/creator/undefined) [@chaka7723](/creator/undefined) [@premskisgp](/creator/undefined) [@classicvalueinv](/creator/undefined) [@valueeric](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@fs24264828](/creator/undefined) [@respeculator](/creator/undefined) [@stockaholic5](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@shakeypremis](/creator/undefined) [@rubicon59](/creator/undefined) [@manudonuts1](/creator/undefined) [@blackjack155361](/creator/undefined) [@soron47](/creator/undefined) [@illiniprogrammr](/creator/undefined) [@desatcap](/creator/undefined) [@icbarrett](/creator/undefined) **Top assets mentioned** [Morpheus Infrastructure Node (MIND)](/topic/$mind) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [Audiera (BEAT)](/topic/$beat) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Element Solutions Inc. (ESI)](/topic/$esi) [Ecopetrol S.A (EC)](/topic/$ec) [PolkaBridge (PBR)](/topic/$pbr) [Peabody Energy Corporation (BTU)](/topic/$btu) [Transocean LTD. (RIG)](/topic/$rig) ### Top Social Posts Top posts by engagements in the last [--] hours "Yes long Russia. Specially the resource companies. Costs in RUB and earnings in USD and EUR. Very cheap. Sanctions risk is priced in. $TATN $ROSN $GAZP $LKOH $NILSY" [X Link](https://x.com/AlmostMongolian/status/1496027321857417218) 2022-02-22T07:41Z [----] followers, [--] engagements "Updated current portfolio: Oil/gas $GTE $ATH $AMPY $TAL.V $KUB $CWV Oil services $TUSK $CFW $SPM Gold/Silver $FSM $GPL $SOSI1.HE Uranium $PDN.AX $STND.V $BSENF $AZZ.TO $GXU.TO $PTU.V $GLO.TO $BMN.AX $CVV.V $LAM.TO $BSK.V Coal: $BTU Tech: $QIWI $VXTR Platinum ETF $ZPLA" [X Link](https://x.com/AlmostMongolian/status/1500077796890230795) 2022-03-05T11:56Z [----] followers, [--] engagements "@BichonRedux I know all that. What will be the future earnings multiple with current oil prices thou 1-3x current marcet cap and oil prices are going higher" [X Link](https://x.com/AlmostMongolian/status/1518949321965719556) 2022-04-26T13:45Z [----] followers, [--] engagements "Bought $rze today they will be very profitable at the oil prices I think are coming. Also added to $find" [X Link](https://x.com/AlmostMongolian/status/1536345222849761280) 2022-06-13T13:50Z [----] followers, [--] engagements "$RZE ended 355% up today. Kinda interesting" [X Link](https://x.com/AlmostMongolian/status/1573478123009703936) 2022-09-24T01:03Z [----] followers, [--] engagements "What is the cheapest steel stock $X $TX $ASTL $STLC United States Steel Ternium Stelco Algoma Steel United States Steel Ternium Stelco Algoma Steel" [X Link](https://x.com/AlmostMongolian/status/1580296353053229056) 2022-10-12T20:36Z [----] followers, [--] engagements "People like to dunk on $RZE but I can't find any other company that has so much production compared to their market cap.The geothermal is not priced in. With the high production cost and high debt this becomes the ultimate way to get torque on the oil price. Obviosly high risk" [X Link](https://x.com/AlmostMongolian/status/1580627004969619457) 2022-10-13T18:30Z [----] followers, [--] engagements "@WTIBull Because you could buy $RZE. For torque" [X Link](https://x.com/AlmostMongolian/status/1587521851227574273) 2022-11-01T19:07Z [----] followers, [--] engagements "$TNP is the only tanker I feel attracted to rn. Same reason I feel attracted to $Rig $Mind $RZE $ppr and $Icd. Same reason I got attracted to $BTU and $TUSK earlier. I can't deny my nature. I look for the most dirtiest debt ridden history of capital destroying hated bastards" [X Link](https://x.com/AlmostMongolian/status/1595517004445802497) 2022-11-23T20:37Z [----] followers, [--] engagements "@Alpaca_Capital Got any thoughts about $wrg Found that one like [--] mins ago. I think land drilling in US and Canada is gonna do really well" [X Link](https://x.com/AlmostMongolian/status/1595935497624297472) 2022-11-25T00:20Z [----] followers, [--] engagements "Friendship ended with $icd (convertible debt) now $wrg is my best friend" [X Link](https://x.com/AlmostMongolian/status/1595940307891523585) 2022-11-25T00:39Z [----] followers, [--] engagements "If exploration picks up demand goes and the supposed oversupply will get absorbed and turn into undersupply. I could be wrong. We'll see. $esi.to It is a land drilling company drilling in Canada and US mainly. Financial leverage. Improving profitability. Lots of torque to oil" [X Link](https://x.com/AlmostMongolian/status/1615374128353091587) 2023-01-17T15:42Z [----] followers, [---] engagements "$TAL.V Petrotal and $sgy These companies produce oil. $aty $at.to Acuityads barely profitable growth business in a transformation phase [--] mil ev to [---] million revs. I would add to this one right now" [X Link](https://x.com/AlmostMongolian/status/1615374393055535105) 2023-01-17T15:44Z [----] followers, [---] engagements "$Mind got another [---] days on Nasdaq. This is nice but orders is what really matters. https://www.conferencecalltranscripts.org/summary/id=11726359 https://www.conferencecalltranscripts.org/summary/id=11726359" [X Link](https://x.com/AlmostMongolian/status/1619170958354579456) 2023-01-28T03:10Z [----] followers, [---] engagements "@IlliniProgrammr I think that [--] or 5x was [----]. Beginning of [----] coal and oil prices had already rebounded and Bankrupcy risk was much lower. Still there was this hesitancy" [X Link](https://x.com/AlmostMongolian/status/1619727114810576897) 2023-01-29T16:00Z [----] followers, [----] engagements "Alright WTF is happening with $mind. Only reason I am not very exited is because this is $mind. Big up moves without any reason are pretty normal but this was bigger than usual with big volume. But I refuse to say "Somebody knows something" I did not say it. That was quoted" [X Link](https://x.com/AlmostMongolian/status/1620183055360213015) 2023-01-30T22:11Z [----] followers, [---] engagements "I can't believe $mind is still holding on to those gains from yesterday. I hope this is driven by something behind-the-scenes" [X Link](https://x.com/AlmostMongolian/status/1620464010520068099) 2023-01-31T16:48Z [----] followers, [---] engagements "Remember when China banned private after-school tutoring and the associated stocks plummeted I was buying the dip in one of those stocks $edu briefly at around this 10$ level. I ended up selling it for something else that I had more conviction in and I missed these gains but" [X Link](https://x.com/AlmostMongolian/status/1620476500620500993) 2023-01-31T17:37Z [----] followers, [----] engagements "Now listen. $rig drills in water and $esi drills on land. Here is $esi" [X Link](https://x.com/AlmostMongolian/status/1622397114201395202) 2023-02-06T00:49Z [----] followers, [----] engagements "$rio $bhp and $ccj comparison $Rio 865% dividend and this valuation" [X Link](https://x.com/AlmostMongolian/status/1622600496308539392) 2023-02-06T14:17Z [----] followers, [----] engagements "Portfolio [--]. $vxtr $mind $pei $aoi $rze $ppr Portfolio [--]. $rig $astl $zim $pbr.a $ec $cgg $esi $at.to $act.cn $smsi $qmci $crmz +nasdaq and sp500 shorts as a hedge" [X Link](https://x.com/AlmostMongolian/status/1622990742820999170) 2023-02-07T16:08Z [----] followers, [----] engagements "$mind buys some time. The reason the stock is up on this news imo is because biggest worry investors had was liquidity. https://finance.yahoo.com/news/mind-technology-secures-financing-120000409.html https://finance.yahoo.com/news/mind-technology-secures-financing-120000409.html" [X Link](https://x.com/AlmostMongolian/status/1622996833092919296) 2023-02-07T16:32Z [----] followers, [---] engagements "Added a lot of $ESI yesterday. Market was down oil was down and $pds was down big after missing earnings and I think that pulled down $esi aswell but $pbs earnings call was very bullish sounding for the sector. $PD.TO's Q4 reports they are seeing better than expected bookings for 2H Canada as NE BC activity ramps up ensuring 100% utilisation of super triples. Seeking to get to 50% margins in [----]. #OOTT $OIH $TCW.TO $STEP.TO $CFW.TO $LBRT $TOT.TO $SDI.V $CET.TO $CWC.V $ESI.TO $PHX.TO https://t.co/wnELVS0SKW $PD.TO's Q4 reports they are seeing better than expected bookings for 2H Canada as NE" [X Link](https://x.com/AlmostMongolian/status/1624136268509548553) 2023-02-10T20:00Z [----] followers, [---] engagements "Selling some $zim to get more $ec and $pbr.a. R/R is very attractive atm" [X Link](https://x.com/AlmostMongolian/status/1635999345307705346) 2023-03-15T13:40Z [----] followers, [----] engagements "@propshoplife @DesatCap There are a different risks out there for these companies. I think $pbr.a is great r/r. I actually own $rze doubled that position at [--] cents just yesterday. But rze does not make any money at these oil prices. Different kinds of risk but both have asymmetric qualities" [X Link](https://x.com/AlmostMongolian/status/1636552316177219584) 2023-03-17T02:17Z [----] followers, [---] engagements "@Jordan_Kofman Got any picks from that sector" [X Link](https://x.com/AlmostMongolian/status/1639373445526872064) 2023-03-24T21:07Z [----] followers, [---] engagements "Their power plant which is now done has estimated final cost of [--] million CAD and their market cap now is [--] million CAD so that is now not at [--] cents" [X Link](https://x.com/AlmostMongolian/status/1643219770127392769) 2023-04-04T11:51Z [----] followers, [---] engagements "$mind $mindp releasing [--] positive PRs just before earnings. Does it mean anything" [X Link](https://x.com/AlmostMongolian/status/1648499653460246532) 2023-04-19T01:31Z [----] followers, [---] engagements "I kinda want to get into tin after the potentially mega bullish news recently but it would be Fomo reaction so I wont do it yet. Need to wait for a month or [--] to get tourists who bought the news to get bored and sell. If there is no dip fine I'll miss it. $mlx would be my horse" [X Link](https://x.com/AlmostMongolian/status/1648707929279741952) 2023-04-19T15:19Z [----] followers, [----] engagements "$mind $mindp The ceo said in the call that they expect q1 revenues to look similar to q4 revenues which would mean mind would have another EBITDA positive/neutral quarter. If Mind can keep this up they will have similar revenue and profitability to" [X Link](https://x.com/AlmostMongolian/status/1649442970611982336) 2023-04-21T16:00Z [----] followers, [----] engagements "One reason $mind market cap is so low is that they massively underperformed their own expectations from 2020-2021. This used to be in their corporate presentation. Disappointed investors sold and I think they sold too much. Now it presents an appealing R/R opportunity" [X Link](https://x.com/AlmostMongolian/status/1649568072074772481) 2023-04-22T00:17Z [----] followers, [----] engagements "$mind $mindp big announcement backlog increased again from previous quarter. If they can keep this https://finance.yahoo.com/news/mind-technology-announces-source-controller-110000536.html https://finance.yahoo.com/news/mind-technology-announces-source-controller-110000536.html" [X Link](https://x.com/AlmostMongolian/status/1658118978168864776) 2023-05-15T14:35Z [----] followers, [----] engagements "Is $ec going to pay a special divident" [X Link](https://x.com/AlmostMongolian/status/1660732245261295616) 2023-05-22T19:39Z [----] followers, [--] engagements "A special dividend is coming according to Twitter" [X Link](https://x.com/anyuser/status/1661832700875907086) 2023-05-25T20:32Z [--] followers, [--] engagements "Great earnings from $mind again. It was expected. Highest revenue in years. Highest backlog in years. Positive operating income first time in years. Increase in GM. Positive CEO commentary. Positive tailwinds in the industry https://finance.yahoo.com/news/mind-technology-inc-reports-fiscal-201500362.html https://finance.yahoo.com/news/mind-technology-inc-reports-fiscal-201500362.html" [X Link](https://x.com/AlmostMongolian/status/1668781765693931523) 2023-06-14T00:45Z [----] followers, [----] engagements "$mlx Wasn't even up lol didn't need to chase. So I'm in. Stock go up now. I wanted to use this gif to represent how I chased it up. Unfortunatelly I can't use it now" [X Link](https://x.com/AlmostMongolian/status/1687258359127244800) 2023-08-04T00:25Z [----] followers, [----] engagements "The difference in sentiment is huge. Offshore diller $val q2 rev 415m$ net income -29m$ FCF -100m$ MC 55b$ EV 55b$ Onshore driller $esi q2 rev 326m$ net income 78m$ FCF 82m$ MC 384m$ EV 137b$ Is offshore that much better Theyre not flooding the onshore rig market either" [X Link](https://x.com/AlmostMongolian/status/1689095152252456960) 2023-08-09T02:04Z [----] followers, 10.7K engagements "I get it. It's backward-looking $val will improve their performance I have seen their corp presentation etc but I still do not think the discrepancy makes sense" [X Link](https://x.com/AlmostMongolian/status/1689095297106878464) 2023-08-09T02:04Z [----] followers, [---] engagements "@ICBarrett @hkuppy I mean $esi would be like more than 10x if it would trade at replacement cost. This was a comparison. I don't care about replacement cost personally. but for comparison sake what do you think is the replacement cost of $val" [X Link](https://x.com/AlmostMongolian/status/1689394254550876160) 2023-08-09T21:52Z [----] followers, [---] engagements "$mind just sold a Klein for 115million$ and the stock is up. It is a massive derisking move while only losing some upside that was not priced in anyways. https://ir.mind-technology.com/news-releases/news-release-details/mind-technology-announces-sale-klein-unit https://ir.mind-technology.com/news-releases/news-release-details/mind-technology-announces-sale-klein-unit" [X Link](https://x.com/AlmostMongolian/status/1693991851047690274) 2023-08-22T14:21Z [----] followers, [----] engagements "@DesatCap Great points. This is great for $mind and $mindp both are still cheap imo. Mindp reacting more today because the impact is more immediate there. Things that are happening in offshore are lining up great for Seamap" [X Link](https://x.com/AlmostMongolian/status/1694055091970470338) 2023-08-22T18:33Z [----] followers, [---] engagements "I remain mid- to long-term bullish oil but I'm seeing a lot of bullisness outside of the oil investor echo chamber and increased bullishness within it. Just something to note. Doesn't mean oil will 100% dip but let's say I would not lever up on oil stocks rn" [X Link](https://x.com/AlmostMongolian/status/1700957179459535040) 2023-09-10T19:39Z [----] followers, [---] engagements "$esi.to US rig count next. Grazy roundtrip with this stock. Still undervalued imo. Canadian Rig Count Summary Active rig count increases to [---] https://t.co/6DBqsMzdYi Canadian Rig Count Summary Active rig count increases to [---] https://t.co/6DBqsMzdYi" [X Link](https://x.com/AlmostMongolian/status/1702726766001787232) 2023-09-15T16:51Z [----] followers, [----] engagements "@fs24264828 Similar thoughts. Some people have been predicting this. I'm not predicting it but I would not be surprised considering what I have seen with this stock price. I agree that it Would be a nice buying opportunity" [X Link](https://x.com/AlmostMongolian/status/1707553757938999642) 2023-09-29T00:31Z [----] followers, [--] engagements "I look at these [--] websites for HRC steel prices because of $astl but they always show different prices. Which one should I be looking at" [X Link](https://x.com/AlmostMongolian/status/1710303920872952196) 2023-10-06T14:40Z [----] followers, [---] engagements "The new $aoi CEO is buying the dip. Maybe he knows more about Venus than the retail investors. Just maybe" [X Link](https://x.com/AlmostMongolian/status/1710375346007048276) 2023-10-06T19:23Z [----] followers, [----] engagements "$esi.to Got Its debt situation dealt with in a nice and non-dilutive way. There were [--] reasons I bought $esi. Im bullish on the sector and it was trading at a large discount to its closest comparable $pd.to even with the difference. https://ca.finance.yahoo.com/news/ensign-energy-services-inc-announces-210000932.html https://ca.finance.yahoo.com/news/ensign-energy-services-inc-announces-210000932.html" [X Link](https://x.com/AlmostMongolian/status/1712950372438778216) 2023-10-13T21:56Z [----] followers, [----] engagements "@Jam_invest They back around 200m per year with an interest rate of from my memory around 12% for the most of it" [X Link](https://x.com/AlmostMongolian/status/1713131718708715914) 2023-10-14T09:56Z [----] followers, [--] engagements "A new article released "I'm conflicted about uranium"" [X Link](https://x.com/AlmostMongolian/status/1716446243751149607) 2023-10-23T13:27Z [----] followers, [----] engagements "A lot of different tickers mentioned in this article: $ccj $rio $bhp $vxtr $yca $u-un.to $glo $cad $oco $nxe $kap.il $pslv $pdn $bmn" [X Link](https://x.com/AlmostMongolian/status/1716448090528391651) 2023-10-23T13:34Z [----] followers, [----] engagements "$pbr.a vs $ec. FIGHT" [X Link](https://x.com/AlmostMongolian/status/1716531732181103089) 2023-10-23T19:07Z [----] followers, [---] engagements "the stock opens down on the news and then this happens. It's kind of nuts. "At current price this could be a 1x PE stock at beginning of 2025." Something like that is my bull case aswell. if we can get to higher profits per q than the preferred dividend after that it's just massive torque cos the common market cap is so low" [X Link](https://x.com/AlmostMongolian/status/1716618066107203913) 2023-10-24T00:50Z [----] followers, [---] engagements "@JanCoet81 @Contrariantimes @ICBarrett That and I don't get how sput couldn't trade at like 30% discount if they are saying they will never sell so they will never address the deficit" [X Link](https://x.com/AlmostMongolian/status/1716890254568005891) 2023-10-24T18:51Z [----] followers, [--] engagements "@respeculator Thanks I'm not that familiar with aussie stocks. Is "net cash in flow" more like operational cash flow or free cash flow" [X Link](https://x.com/AlmostMongolian/status/1716964458646368504) 2023-10-24T23:46Z [----] followers, [---] engagements "@WNC_capital @respeculator Well it is 50% of 29.55m for mlx. I Made a mistake there" [X Link](https://x.com/AlmostMongolian/status/1717034648356753849) 2023-10-25T04:25Z [----] followers, [--] engagements "New S*bstack article about $pbr $pbr.a (link in profile)" [X Link](https://x.com/anyuser/status/1717900275053117458) 2023-10-27T13:45Z [----] followers, [----] engagements "#shipping I hear this argument a lot that some shipping company is cheap because "The scrap Value of the ships is higher than the market cap/EV" but I'm interested. Has any public shipping company ever made a decision to scrap all the ships to distribute proceeds to shareholders They weren't going bankrupt. They just saw that this would be good for the shareholders so they did it. Liquidated the company" [X Link](https://x.com/AlmostMongolian/status/1718239684021624869) 2023-10-28T12:13Z [----] followers, [----] engagements "@smkahn1 They did the before and after P&L during earnings release. I expect Voxtur to do the same in q3 release. Mind PR was just as vague https://www.prnewswire.com/news-releases/mind-technology-announces-sale-of-klein-unit-301906377.html https://www.prnewswire.com/news-releases/mind-technology-announces-sale-of-klein-unit-301906377.html" [X Link](https://x.com/AlmostMongolian/status/1719830297418576363) 2023-11-01T21:34Z [----] followers, [---] engagements "Well it was the business they bought for 15m [--] years ago aka xome. Got clarification from Gary. You can see the financials of that company during [----] which was "a good year" and from what i remember it was barely ebitda positive and now it's a horrible market so I'm quite sure it was losing money in the recent past unless Voxtur did some magic with it" [X Link](https://x.com/AlmostMongolian/status/1719836848091025647) 2023-11-01T22:00Z [----] followers, [---] engagements "@smkahn1 yes that what i meant by xome. so they bought amc from xome for 15m and now they sold it for 30m. Right" [X Link](https://x.com/AlmostMongolian/status/1719842758578385243) 2023-11-01T22:24Z [----] followers, [---] engagements "Dude even the the buyer is telling you they bought the AMC and mentions nothing else. "CLEVELAND November [--] [----] Accurate Group a leading provider of technology-driven real estate appraisal title data analytics and e-closing solutions today announced the acquisition of Voxtur Appraisal Services LLC an appraisal management company (AMC) serving real estate finance providers nationwide" Why would the buyer not tell about all the "other stuff" they bought for 30m So you can believe everyone is lying even people who do not benefit from it and no way Gary did a good job on this sale. Maybe they" [X Link](https://x.com/AlmostMongolian/status/1720036861425369166) 2023-11-02T11:15Z [----] followers, [---] engagements "@smkahn1 Based on current information I have from Gary and the [--] companies. I'm inclined to believe this if information changes I will change my view. I have made points to why this might have happened. Just because you can't comprehend it doesn't mean it didn't happen" [X Link](https://x.com/AlmostMongolian/status/1720050184585912440) 2023-11-02T12:08Z [----] followers, [---] engagements "$mpvd.ca Mountain Province diamonds is a P/E of [--]. Balance sheet looks like a mess. Has anyone done any DD on this company" [X Link](https://x.com/AlmostMongolian/status/1720179675702411740) 2023-11-02T20:42Z [----] followers, [---] engagements "@FilipJelinek6 So liquid assets hughes than market cap" [X Link](https://x.com/AlmostMongolian/status/1721226682466554224) 2023-11-05T18:03Z [----] followers, [--] engagements "Tax loss selling is not smart because almost everyone does it. More often than not you're gonna save more money if you wait until Jan-feb and sell it at a higher price than selling with everyone else in nov-dec to save on taxes. I have seen so many times stocks that were tax loss sold rally in the beginning of the year" [X Link](https://x.com/AlmostMongolian/status/1723077760749285612) 2023-11-10T20:38Z [----] followers, [----] engagements "@Ingolf_Stahl I'm from Finland. It does affect US stocks and most stocks around the world because capital gains tax kinda works the similar way in many countries" [X Link](https://x.com/AlmostMongolian/status/1723084523028582775) 2023-11-10T21:05Z [----] followers, [---] engagements "A year from now $zim stock price will be" [X Link](https://x.com/AlmostMongolian/status/1727764453964259341) 2023-11-23T19:02Z [----] followers, [---] engagements "Is this bullish or bearish $zim Could it be bullish if the ships are losing money at these rates anyway and they can get insurance money instead. Also maybe this distruption can help rates. I need some shipping expert opinions" [X Link](https://x.com/AlmostMongolian/status/1728476397759336656) 2023-11-25T18:11Z [----] followers, 14.3K engagements "@Othon96812007 I'm grasping for straws herebut we know they are trying to negotiate early exists from lot of these charters. Maybe this can help those negotiations because the owners don't want the potential problems and they could get out of way more than 1-2 leases. Thoughts" [X Link](https://x.com/AlmostMongolian/status/1728764585316864274) 2023-11-26T13:16Z [----] followers, [--] engagements "As we have recently seen with Voxtur Goodwill can move quite a lot based on whatever the auditor thinks it is at the time for whatever asset. This discussion is now about whether some smaller asset was merged into xome and you say its "pretty actual" that it happened and I say it's maybe" [X Link](https://x.com/AlmostMongolian/status/1729821470145053180) 2023-11-29T11:15Z [----] followers, [---] engagements "@fs24264828 @smkahn1 I thought I knew what it meant then I learned from this conversation. You can see that if you scroll down then I Googled it and now I know what Goodwill means. Isn't Twitter great😎" [X Link](https://x.com/AlmostMongolian/status/1730013124219043993) 2023-11-29T23:57Z [----] followers, [--] engagements "New S*bstack article. Link in Bio Stocks mentioned briefly in the article: $astl $mlx $gmx $pbr.a $rze $aoi $pei" [X Link](https://x.com/AlmostMongolian/status/1734612290836816273) 2023-12-12T16:32Z [----] followers, [----] engagements "New MEGA S*bstack article(link in bio) [----] Recap+Portfolio update Stocks mentioned: $mind $astl $esi.to $vxtr $gmx.to $aoi $illm.to $act $pei.v $qmci $smsi $mlx.ax $pbr.a $rze $zim $ec $crmz $sgq.v some more than mentioned http://cgg.pa http://cgg.pa" [X Link](https://x.com/AlmostMongolian/status/1745444413629972865) 2024-01-11T13:55Z [----] followers, 11.4K engagements "@kndistressed How I find the stocks is pretty random they are found in from different sources from people I follow from screening and some of them I don't even remember where I found them. My process I don't know what to say. I quess it's mostly trial and error" [X Link](https://x.com/AlmostMongolian/status/1745453164080529735) 2024-01-11T14:30Z [----] followers, [---] engagements "I think X creates a lot of FOMO and investors should be aware when they are getting influenced by it. This is because people tend to post more about the stocks that are performing well in their portfolios. You get the sense that everyone is making money left and right and you are missing out and you need to get into these stocks they are talking about" [X Link](https://x.com/AlmostMongolian/status/1747639867259937030) 2024-01-17T15:19Z [----] followers, [----] engagements "$png $krknf $mind here is one of Minds' comparable companies Kraken Robotics stock when the increased orders started showing up on the financials. Mind's market cap is 8m and EV 41m and Kraken's market cap is 114m and EV 123m(all USD). I think Mind will soon have similar results to Kraken's latest quarter or better soon as these new orders become revenue. Right now there is some uncertainty going on about the preferred dividends which is providing a buying opportunity imo" [X Link](https://x.com/AlmostMongolian/status/1748404094622978156) 2024-01-19T17:56Z [----] followers, [----] engagements "@smkahn1 @EtienneCordonn1 I as a common holder want them to delay as long as they need to and then pay to the preferreds from cash flow. They are in no rush" [X Link](https://x.com/AlmostMongolian/status/1748733999185314239) 2024-01-20T15:47Z [----] followers, [--] engagements "I wonder if this thing is still cheap enough for Congo. The place seems like a powder keg. Considering we have $mlx.ax available at a similar valuation in a safe jurisdiction. It has an even cheaper valuation than afm if we have +25k$ tin. $afm has a better asset and management but I like cheaper valuation when investing in these kinds of countries. The mine is not too far away from Rwanda and there has been some serious going on beef with Rwanda and Gongo. For me $mlx still looks like a better risk/reward. Thoughts The koala added a little more AlphaMoon $AFM.V in the eucalyptus tree" [X Link](https://x.com/AlmostMongolian/status/1748816917349994696) 2024-01-20T21:16Z [----] followers, 12.4K engagements "This discussion tells pretty well why I don't think the discount is high enough for this area. Gimme alphamin at 500m cad market cap and I'll buy some but at 1b cad I'll pass. Seems like a lot of shareholders think Chinese will take it over at a premium as they are better at not being screwed in Africa from my understanding" [X Link](https://x.com/AlmostMongolian/status/1749165599899394520) 2024-01-21T20:22Z [----] followers, [--] engagements "It certainly is cheap for a reason. I just see very little downside from here with strong FCF leverage to tin. The liquid assets give a strong margin of safety here. And Alphamin is great of course if it was anywhere else. The North Kivu where their mine is is the Jihadist groups hotspot (mainly the ADF) and the m23 rebels hotspot in Congo. And the country is one of the last in ease of doing business and economic freedom index. So if it was 500m cad market cap I would risk it but 1b as it is now I'd rather go for mlx. But you have done more DD than me on these companies and go still for AFM." [X Link](https://x.com/AlmostMongolian/status/1749250197387911661) 2024-01-22T01:58Z [----] followers, [---] engagements "@Stockaholic5 You're welcome. But stop looking at Voxtur immediately it's like a virus that once you get infected you just lose money forever. I'm already beyond salvaging" [X Link](https://x.com/AlmostMongolian/status/1749255090051895633) 2024-01-22T02:18Z [----] followers, [--] engagements "@EliasMonsor @Stockaholic5 $vxtr if you're interested start from youtube corp presentation and my substack article of course" [X Link](https://x.com/AlmostMongolian/status/1749417796256104849) 2024-01-22T13:04Z [----] followers, [---] engagements "Started a position in $vle.to today. I hate buying after a run-up but I just came to know about this company from Geodan in CEO. ca and after looking at it a bit I needed some exposure. Oil producer in Thailand Market cap 260m USD Net Cash 150.9m USD at Dec 31st No debt [----] Production guidance for [----] [-----] - [-----] bbls/d (gets a small premium to Brent) [----] Capex guidance of US$135 - [---] million [----] Opex guidance of US$205 - $235 million [----] exploration expense 8m Run some numbers with different oil prices. There are royalties taxes and decommissioning liabilities etc that have to be" [X Link](https://x.com/anyuser/status/1752721035261079605) 2024-01-31T15:50Z [----] followers, 19.3K engagements "$vxtr $vxtrf So @ClassicValueInv blamed me for this #voxturclassaction thing by @Sisufin below at the end of his recent video "Mongolian investor" he said and the CEO thought I was part of this as well. Probably because Sisu Fin thanked me in his tweet. I want to clarify that I had nothing to do with this and I'm against taking legal action against the company. I'm a shareholder ffs. I don't need this investment to be any worse than it has already been. The guy only linked and used my article and interviews in writing this. I was not a part of its creation and I do not support it." [X Link](https://x.com/AlmostMongolian/status/1755749839378211068) 2024-02-09T00:25Z [----] followers, [----] engagements "@FinMoose I remember how after I bought $btu it went up 9x and was a great investment" [X Link](https://x.com/AlmostMongolian/status/1757104916861006136) 2024-02-12T18:10Z [----] followers, [---] engagements "@FinMoose Well it was priced like it was on the verge of Bankrupcy. But I agree with you if you read my article the management was why I have not made mlx a big position" [X Link](https://x.com/AlmostMongolian/status/1757107218304930289) 2024-02-12T18:19Z [----] followers, [--] engagements "@insiwest At some point I started naming my usernames online Mongolian this and that. I found it amusing. And Mongolia is cool" [X Link](https://x.com/AlmostMongolian/status/1760275562738635056) 2024-02-21T12:09Z [----] followers, [---] engagements "Started a small position in $elr.to Eastern Platinum. Market cap 187m USD EV 54m US$ Net income q3 31m USD q2 77m USD It seems cheap but there is more This is mostly coming from their chrome retreatment plant but they are currently re-starting their underground PGM operations. They mine mostly platinum which is the PGM metal Im bullish about with large deficits. "In the latest Platinum Essentials report published by the WPIC we see revised estimates for platinum supply/demand balances in the years [----] to [----] and its first estimate for [----]. As well as expecting consecutive deficits in 2023" [X Link](https://x.com/AlmostMongolian/status/1762563510846824518) 2024-02-27T19:41Z [----] followers, [----] engagements "$stlc.to has a market cap of 238b C$ and EV of 179b C$ $astl has a market cap of 124b C$ and EV of 129b C$ I can see it now.Both are pretty cheapbut a year from now if the EAF project from $astl is somewhat on time and on budget $astl will be worth much more than $stlc.to" [X Link](https://x.com/AlmostMongolian/status/1762836666123755765) 2024-02-28T13:46Z [----] followers, [---] engagements "By worth I mean the fundamental value. EV and Market Cap should also be higher but you never know about those" [X Link](https://x.com/AlmostMongolian/status/1762837045225934996) 2024-02-28T13:47Z [----] followers, [--] engagements "$mlx.ax $mlx The biggest complaint of the shareholders was just addressed. The timing is also perfect as Indonesian tin exports are plummeting. $MLX announces buyback: https://t.co/fmBJCXRypw $MLX.AX #tin https://t.co/Zia74MWBc8 $MLX announces buyback: https://t.co/fmBJCXRypw $MLX.AX #tin https://t.co/Zia74MWBc8" [X Link](https://x.com/AlmostMongolian/status/1763331467571249625) 2024-02-29T22:32Z [----] followers, [----] engagements "$esi $esi.to for an international driller mostly working on good jurisdictions seems quite cheap market cap 464m EV 1.64B (debt recently refinanced) Capex budget [----] 147m maintenance capital no new builds FCF goes to paying back debt which increases FCF Q4 was the strongest quarter of the year despite the weak rig count in the US(US 70% of the business 20% Canada 10% other countries) US DUCs (drilled but uncompleted wells) at lows. How long until the US rig count starts increasing again But even when it's falling or flat $esi keeps putting out strong numbers" [X Link](https://x.com/AlmostMongolian/status/1768275911814664469) 2024-03-14T14:00Z [----] followers, [----] engagements "$esi.to $esi valuation in [----] compared to now in 31.12.2018 Market cap=786m EV=242b FCF in 2018=72.1m FCF in 2019=268.8m $esi.to now Market cap=501m EV=171b FCF in 2023=316.7m FCF in 2024= I expect it to be higher than [----] due to q4 being the strongest quarter of [----] lower capex cost controls lower interest costs drained DUCs-US rig count rebound I expect a higher average oil price Canada TMX pipeline expansion- more drilling in Canada Interesting valuation discrepancy. It must be that investors just liked land drillers more at the time but $esi is now in a better position financially and" [X Link](https://x.com/AlmostMongolian/status/1777098051716358206) 2024-04-07T22:16Z [----] followers, [----] engagements "@Stockaholic5 Everything is made up. Gary Jim Al Qureshi Rob Reich. the whole management probably doesn't even exist. They could be AI generated you know AI is very advanced nowadays. Has anyone ever seen these people in person In flesh I didn't think so" [X Link](https://x.com/AlmostMongolian/status/1777152674384814102) 2024-04-08T01:53Z [----] followers, [--] engagements "@kanye8210 It will depend on various factors I wrote about drilling tax restructuring acquisitions oil price etc. But I'm pretty confident about it being able to at least double from here" [X Link](https://x.com/AlmostMongolian/status/1779468764913783006) 2024-04-14T11:16Z [----] followers, [---] engagements "@joinyellowbrick @Restructuring__ @mining_charts @OrientalValue @StephenFrampto9 @Secrets4stocks @JoashReid1 @PierreLLoup Ty https://almostmongolian.com/p/valeura-energy-relentless-climb-to https://almostmongolian.com/p/valeura-energy-relentless-climb-to" [X Link](https://x.com/AlmostMongolian/status/1779935858574991476) 2024-04-15T18:12Z [----] followers, [---] engagements "While I think commodities will probably do well this decade I'm not in the camp of investing in something because of a belief in a broad commodity bull market. The spesific situation of the company comes first and then the niche that company is in and how it stacks up against all the other opportunities I see out there" [X Link](https://x.com/AlmostMongolian/status/1782665511269994967) 2024-04-23T06:59Z [----] followers, [--] engagements "@Johnie36149708 @ShakeyPremis @elonmusk Nah😂 Let the test guinea pigs go first. Figure it out" [X Link](https://x.com/AlmostMongolian/status/1783205781711774072) 2024-04-24T18:46Z [----] followers, [--] engagements "I concur. There are 1400+ people who follow me on Twitter but are not subbed in Substack. TRAVESTY GO SUB TO ALMOSTMONGOLIAN SUBSTACK it's free and also sub to @Investroiss one of the best free investing Substacks out there Link is in Bio https://t.co/su81z5AXDD Link is in Bio https://t.co/su81z5AXDD" [X Link](https://x.com/AlmostMongolian/status/1783801342542172166) 2024-04-26T10:12Z [----] followers, [---] engagements "@absreturnchaser From my knowledge you need to be pred holder as per record date to vote not to convert. My prefs should still convert all the same and have the arb opportunity. I just cant vote. But if you have a some proof this is not the case I definetally want to hear it" [X Link](https://x.com/AlmostMongolian/status/1788232259260080137) 2024-05-08T15:39Z [----] followers, [---] engagements "@GuyImpatient Based on last q and backlog maybe 50m that's pretty conservative. I think the business will improve and we will get higher than that in the future" [X Link](https://x.com/AlmostMongolian/status/1788233329134743670) 2024-05-08T15:43Z [----] followers, [---] engagements "@davidalandy They have no debt [--] mil on the bank and profitable for them to raise money I would need to hear a very good reason "growth capital" what could it mean with mind a new manufacturing facility or an acquisition perhaps" [X Link](https://x.com/AlmostMongolian/status/1788262418851803641) 2024-05-08T17:39Z [----] followers, [---] engagements "$illm.to new CEO told a nice pitch of himself during q1 earnings call. "Firstly though a little bit on my background. Through my 24-year career I've been focused on driving growth and performance in technology services and SaaS platform companies. My expertise includes strategic leadership finance marketing operations and business and corporate development. Before joining illumin I served as the Chief Executive Officer of SPUD Western Canada's largest online and omnichannel retailer of fresh foods and healthy products. At SPUD I was responsible for returning the business to growth and" [X Link](https://x.com/AlmostMongolian/status/1790900798475358715) 2024-05-16T00:23Z [----] followers, [---] engagements "Looks like $vle.to $vle is done with the routine pullback. We are approaching [--] catalysts: -Tax restructuring. If completed adds +100 [---] 000$ to medium term earnings -Production increase in Nong Yao C field putting Valeuras production to around 25k BPD -Doing something with the huge cash pile. Acquisition or if they don't find anything to acquire then potentially a buyback. Management has indicated that all of these things should happen by mid-year" [X Link](https://x.com/AlmostMongolian/status/1794049679493132356) 2024-05-24T16:55Z [----] followers, [----] engagements "After [--] years of trial and error I have arrived to this investment strategy: -Long only -No margin -No options ETCs Turbos. Other BS designed to take your money - 5-15 positions. If multiple positions are in the same industry or are in other ways exposed to same risks like risky jurisdiction then closer to [--]. If positions aren't exposed to the same risks and have a strong margin of safety then [--] positions is fine. Wouldn't go much lower. -Every position is looked through the lens of risk/reward Great things about this strategy: -Low stress because low risk -Relativelly low effort. Doesn't" [X Link](https://x.com/anyuser/status/1794823545656127826) 2024-05-26T20:10Z [----] followers, [----] engagements "I'll elaborate a bit on this decision. With $mlx.ax imo the move from 27-30 cents to 47-50 cents was almost inevitable to happen at some point. Not much needed to happen for that move (tin up like 25% and a small buyback announced but they have only bought back a totally insignificant amount of shares so far) This is why buying under [--] cents was so attractive. But from here at [---] cents to get 2-3x move we need the strong tin price to persist or a big spike to some grazy price and management to show that they are really committed to returning capital to shareholders. So it requires more" [X Link](https://x.com/AlmostMongolian/status/1795820382328398309) 2024-05-29T14:11Z [----] followers, [----] engagements "@SimonBlouin3 The big thing is the non-core asset sale. If they can get that done they can still lose money and avoid additional dilution for a while. Otherwise it's either turn cash flow positive or neutral fast or another highly dilutive raise with warrants" [X Link](https://x.com/AlmostMongolian/status/1795997950084108782) 2024-05-30T01:57Z [----] followers, [---] engagements "@Nick_Vlass @SimonBlouin3 Well last year they had asset sales pending and they still raised money sub [--] cents which was considered very low at the time. If they can't get the asset sale done in time and are not cash flow positive there is no other option" [X Link](https://x.com/AlmostMongolian/status/1796153406022635782) 2024-05-30T12:15Z [----] followers, [--] engagements "$yak.v aka Mongolian Growth Group is an interesting stock. It's one of those types of stock you only find in the Canadian market like $spot.v. Both could be described as the platypus of public companies. Market cap 46m Negative EV no debt Buying back shares Owns KEDM a digital service for traders that makes a couple of million of revenue per year. Cash and Cash equivalents 535m at the end of q1 Which mostly consist of a securities portfolio managed by the CEO @hkuppy who has a good track record but the company doesn't intend to be a fund "The Corporation believes that public securities are a" [X Link](https://x.com/AlmostMongolian/status/1798192095657672875) 2024-06-05T03:16Z [----] followers, [----] engagements "$illm.to Is my favorite stock to add at current price. Market cap=73m EV=25m TTM Revenue=124.8m TTM FCF= -612k The company is doing share buybacks A new CEO in place who has a strong track record The old CEO bought a bunch of shares before leaving The stock got forgotten because their revenue growth was not what shareholders expected but the company has still been having strong growth in the self-serve segment which should soon be 50% of revenue. The company is also focused on lowering costs which shows in the q1 report and should eventually flip the company back to consistent profitability." [X Link](https://x.com/AlmostMongolian/status/1798363567315366307) 2024-06-05T14:37Z [----] followers, [----] engagements "@Chaka7723 That's likely the case but with this meh quarter right before the vote we need the management to do some sweet talk tomorrow to make sure the vote passes" [X Link](https://x.com/AlmostMongolian/status/1800299873650262121) 2024-06-10T22:51Z [----] followers, [---] engagements "$astl decent quarter despite operational problems causing lower production due to high steel price. Plate mill upgrade complete. Great. EAF commissioning at the end of the year. The only thing keeping this thing down is steel prices. The market seems to have no future view with this stock. I would have waited until now to buy if I knew the market still wasn't going to start pricing the EAF into the stock months away from commissioning. Grazy. It's a steal" [X Link](https://x.com/AlmostMongolian/status/1803925759175856356) 2024-06-20T22:59Z [----] followers, [----] engagements "$vxtr Perfect scene for this Logan=Gary Kendall=Al https://www.youtube.com/watchv=Cy9KkuPmQ_s $vxtr is a real-life Succession episode https://t.co/oA7nZdWWsc https://www.youtube.com/watchv=Cy9KkuPmQ_s $vxtr is a real-life Succession episode https://t.co/oA7nZdWWsc" [X Link](https://x.com/AlmostMongolian/status/1804223836688388485) 2024-06-21T18:44Z [----] followers, [----] engagements "$aoi $aoi.to This deal would mean: - about 50% dilution with a 2-year lock-up on the new shares - 2x production(increasing Prime ownership from 50% to 100%) - Existing shareholders will own a smaller % of the Namibian South African and Equatorial Guinea assets. Seems reasonable since the Prime is clearly the most valuable asset based on the current information available. More direct shareholder returns. - Base dividend of 100m USD if oil price supports it - At least [--] percent of excess annual free cash flow after the Base Dividend paid to shareholders as supplemental dividends and/or share" [X Link](https://x.com/AlmostMongolian/status/1805216180744962127) 2024-06-24T12:27Z [----] followers, [----] engagements "This does make me think now that they failed this route. These guys have a lot of shares still. They tried to take over the board. And Al proposed a buyout offer early this year. I would not be surprised to see a buyout offer connected to these guys in the future" [X Link](https://x.com/AlmostMongolian/status/1806685145237193088) 2024-06-28T13:44Z [----] followers, [---] engagements "$astl stock price has recently come back up. Despite the fact that the steel price is still performing poorly. This is because $clf acquired $stlc.to at a big premium. At 3.4B CA$ EV. $astl current EV is 129B CA$ And while Algoma's profitability has been worse than Stelco's in recent years the numbers do not include the recently completed plate mill upgrade(increased plate production) or the EAF transition(increased production+better margins) starting late [----]. If we look into the future a bit Algoma will be fundamentally more valuable than $stlc was when it was acquired. Also correct me if" [X Link](https://x.com/AlmostMongolian/status/1815477569560395784) 2024-07-22T20:02Z [----] followers, [----] engagements "$act.v $acthf Nyse listing would be important for many reasons. One reason is how many people have trouble accessing the stock. Just from my experience Nordnet( biggest broker in the Nordics) No access Danske Bank No access and Degiro(big european discount broker) No access. Needed to go to Lynx Broker (which uses Interactive Brokers platform) to get access to Aduro stock" [X Link](https://x.com/AlmostMongolian/status/1815708614339760266) 2024-07-23T11:20Z [----] followers, [----] engagements "My new Aduro $act $act.v $acthf write-up. https://almostmongolian.com/p/aduro-clean-technologies-huge-potential https://almostmongolian.com/p/aduro-clean-technologies-huge-potential" [X Link](https://x.com/anyuser/status/1817894042241323157) 2024-07-29T12:04Z [----] followers, [----] engagements "@Chaka7723 Those can be found in the recent MD&A. But you would have to consider the cost cuts when looking at them and that Bluewater is ramping up. You can't just exclude 49.5% of bluewater" [X Link](https://x.com/AlmostMongolian/status/1818317598146118104) 2024-07-30T16:07Z [----] followers, [---] engagements "You are emotional about this stock. It's always Gary and Mariusz etc. Do you really think they wont provide a pro-forma eventually Is that the important thing here I made a mistake buying at high prices. I made a good decision buying low prices. Valuation and risk/reward is everything. I'm not in this because I just trust Gary so much. I'm in this because of deleveraging(happened) profitability(moving towards it) Bluewater(increasing clients) and change in the market condition with interest rates decreasing in the coming years. All this I think makes for a good risk/reward for the stock going" [X Link](https://x.com/AlmostMongolian/status/1818322335432093706) 2024-07-30T16:26Z [----] followers, [---] engagements "@Chaka7723 Warning noted" [X Link](https://x.com/AlmostMongolian/status/1818325198309150745) 2024-07-30T16:38Z [----] followers, [---] engagements "@Chaka7723 That makes sense. I quess that's what you get from not paying Elon" [X Link](https://x.com/AlmostMongolian/status/1818628899431129571) 2024-07-31T12:44Z [----] followers, [--] engagements "@ObscurValuation Don't call Finland socialist or compare it to Venezuela. One of the big parties in Finland is the "social democrats" if that is what you mean. Their ideology is far from Maduro/Chavez but currently Finland has a right wing goverment and the biggest party is pro free-market" [X Link](https://x.com/AlmostMongolian/status/1818670852247851078) 2024-07-31T15:31Z [----] followers, [---] engagements "@ObscurValuation And in the economic freedom index we rank as number [--] in the world in property rights and Venezuela is in the bottom 3" [X Link](https://x.com/AlmostMongolian/status/1818677717165896096) 2024-07-31T15:58Z [----] followers, [---] engagements "@ValueEric That fcf is based on what happens at red sea" [X Link](https://x.com/AlmostMongolian/status/1818695453267181984) 2024-07-31T17:09Z [----] followers, [---] engagements "@ValueEric Really Thats interesting" [X Link](https://x.com/AlmostMongolian/status/1818698095162475003) 2024-07-31T17:19Z [----] followers, [---] engagements "$pbr $pbr.a Get me up to speed here. Sold this late last year after a great run😎 Did anything change in a negative direction since then Has Lula been mean to this precious company😤😤😤" [X Link](https://x.com/AlmostMongolian/status/1819018929144029241) 2024-08-01T14:34Z [----] followers, [----] engagements "The stock was higher at lower oil prices and it was cheap then. So I'm assuming there is something else that is keeping it down" [X Link](https://x.com/AlmostMongolian/status/1819022186004324858) 2024-08-01T14:47Z [----] followers, [---] engagements "$aoi.to $eog.v I think this deal sucks for $aoi. $aoi is giving up 115m CAD worth of shares and warrants to get a tiny increase in a block that has not been drilled once. So $aoi cancels their $eog shares and gets 1% off 3B/4B. Great. But wait a minute $aoi ALREADY owned roughly 1% of 3B/4B through their investment in $eog shares. 09375%=non-diluted basis 101%=diluted basis(warrants converted) So they canceled their $eog shares for basically NOTHING and just gave away all the value that was in $eog shares for their other assets. I included a picture of the other assets $eog owns that $aoi" [X Link](https://x.com/AlmostMongolian/status/1819195270376087596) 2024-08-02T02:15Z [----] followers, [----] engagements "And I don't say they should have sold the $eog shares because I think $eog will perform poorly. I'm just in general not a fan of my companies investing in other public companies because I can do that myself. I want my companies to go for investments that are out of my reach. Like buying oil fields in Thailand from bankruptcy😏" [X Link](https://x.com/AlmostMongolian/status/1819197170030973384) 2024-08-02T02:22Z [----] followers, [---] engagements "$esi.to Decent results. The stock is down today. I think has more to do with the oil price and the market plunging at the same time today. Great place to add imo. Added. Canada and International were strong while the US was weak but despite this they had strong cash flow and around 80m of debt paid off this quarter with a 420m market cap. If or when the US market starts improving Ensign will start having record quarters. US and Canada will be competing for rigs and companies are not doing new-builds and old rigs are getting decommissioned or scrapped" [X Link](https://x.com/AlmostMongolian/status/1819432787696406624) 2024-08-02T17:59Z [----] followers, [---] engagements "Sold $astl today up 50% from my cost-basis. I still like it at this price but at 10$ the risk/reward is worse than at 6-7$. I have been doing this with $astl selling or reducing position at 10$ and buying back at 6-7$ as the company has regular accidents at their facility where the stock dips down. Something always falls apart or lights on fire. Also I would like to get more clarity from the company about the EAF ramp. Guidance on operating costs maintenance capex and production guidance. Why can't they give some guidance on that They are very vague about it and I don't like that" [X Link](https://x.com/AlmostMongolian/status/1824098029688836137) 2024-08-15T14:57Z [----] followers, [----] engagements "$vxtr Gary answered my email "No stock base compensation. Totally up to the BOD at the end of [--] months based upon performance. " That is quite shareholder friendly. Isn't it But let's hear the negative spin. I'm waiting for it and I'm disappointed if I don't hear it" [X Link](https://x.com/AlmostMongolian/status/1824408872456450359) 2024-08-16T11:32Z [----] followers, [----] engagements "@Chaka7723 There we go. It is not a clear net positive that increases confidence on the Ryan/Gary team" [X Link](https://x.com/AlmostMongolian/status/1824411069890052226) 2024-08-16T11:41Z [----] followers, [---] engagements "I wonder if this would have even happened of certain people didn't try to take over the management and the board recently. Gary and Ryan working for free could be a positive side effect of that as they will solidify their positions with this move" [X Link](https://x.com/AlmostMongolian/status/1824442559705301189) 2024-08-16T13:46Z [----] followers, [---] engagements "I avoid pure exploration companies like the plague but $eog.v is quite interesting. Next $sei.v The 3b/4b drilling next year and it's a very interesting prospect. I know about it through $aoi but unlike $aoi this company actually has good torque to it due to a much lower MC. Also many other interesting assets. They are in the best places to look for oil right now" [X Link](https://x.com/AlmostMongolian/status/1827424865889948102) 2024-08-24T19:16Z [----] followers, [----] engagements "Started a small position in $eog.v Eco Atlantic Oil and Gas. Rare exploration bet. Great risk/reward from this price. Many potential paths to victory. There are a lot of catalysts happening during the following months and [----] but currently nothing is happening. It's always the best time to get in when nothing is happening. If something is happening get out it's over. They have 5.25% of 3b/4b. This will be drilled in [----] by Total. Eco has the first [--] wells carried and this deal also provides them with about [--] million USD over time. This means ECO will avoid having to raise for a while which" [X Link](https://x.com/AlmostMongolian/status/1828589414454338026) 2024-08-28T00:24Z [----] followers, [----] engagements "@Jam_invest I checked that again. Remembered wrong. They have not bought yet. they made an offer to buy a big stake in the Mopane field" [X Link](https://x.com/AlmostMongolian/status/1828597752835588277) 2024-08-28T00:57Z [----] followers, [---] engagements "@Jam_invest https://energycapitalpower.com/petrobras-namibias-mopane-discovery/ https://energycapitalpower.com/petrobras-namibias-mopane-discovery/" [X Link](https://x.com/AlmostMongolian/status/1828598162681975104) 2024-08-28T00:59Z [----] followers, [--] engagements "Post $aoi transaction where 15% of $eog.v shares are canceled at the current stock price $eog.v market cap is 51m USD. They will receive 8.3m USD next month and 115m USD next year with the first exploration well. In total 19.8m USD or 38% of their market cap while they will be drilling and pursuing multiple farm-downs in the best exploration areas in the world. This is what makes $eog.v situation so different from its peers. Usually in exploration you wait for positive results and hope it will be enough to make the stock survive the next round of dilutive financing where bigger players will" [X Link](https://x.com/AlmostMongolian/status/1829503145866584171) 2024-08-30T12:55Z [----] followers, [----] engagements "New $mind article. It's a write-up and an update combined. A write-combined-up If you don't know about Mind It's time to take a look or if you have passed it in the past. It's time to take another look. https://almostmongolian.com/p/mind-technology-delicious-dip https://almostmongolian.com/p/mind-technology-delicious-dip" [X Link](https://x.com/AlmostMongolian/status/1832939310665863495) 2024-09-09T00:29Z [----] followers, [----] engagements "@Undertaker1895 That's hard to say. These things are complicated. Maybe acquisition is in the works and then they back down. Regardless my argument was more about how they are an attractive acquisition target" [X Link](https://x.com/AlmostMongolian/status/1833137552708051350) 2024-09-09T13:37Z [----] followers, [--] engagements "$mind earnings: 14m operating income 798k net income on 10m of revenues. The gross profit margin was 476% which was a positive surprise because usually it has been around 43%. The CEO said on the call that the higher GM is "more sustainable" Backlog down from 31m to 26.2m. Not good but expected and considering the silence on new orders it was better than I expected. They said they have received more than 6m orders after July [--] and also that they have a lot of pending orders. Inventories are unusually high at 19m. They said they pre-bought inventory and expect that they will be able to "work" [X Link](https://x.com/AlmostMongolian/status/1834381598797541785) 2024-09-13T00:00Z [----] followers, [----] engagements "@Undertaker1895 Maybe. Kraken should be the one to take over Mind. They have the valuation to use their equity for it" [X Link](https://x.com/AlmostMongolian/status/1834566392449802411) 2024-09-13T12:14Z [----] followers, [---] engagements "$mind finally an order announcement of 5.1m USD and 7.9m of orders since july 31st. This stock dipped all the way to 3.05$ and the reasons were 1) selling of common shares post-preferred stock conversion 2) lack of positive news like announcements of new orders while the selling was happening. [--] short term issues while long- and mid term fundamentals were strong. More about this in my article "Mind Technology: delicious dip" which is my pinned tweet now. Now the stock is 4.11$. I think the stock remains easy money until 6$. Meaning it doesn't require a lot to get there. Growing" [X Link](https://x.com/AlmostMongolian/status/1838180846492123553) 2024-09-23T11:37Z [----] followers, [----] engagements "@blinkythefish Toronto You mean TSX uplisting" [X Link](https://x.com/AlmostMongolian/status/1838958828542443795) 2024-09-25T15:08Z [----] followers, [---] engagements "I used the recent dip to lower my $mmi.ax cost basis to [-----] AU$ during the move down from [----] to [----] bauxite price went up and they have reached their goal production but were a bit late on the ramp up which was basically the only negative news. It's looking good for the future. They are likely going to be debt-free next year "The end of half net debt position was $57 million and Metro expects to further reduce its net debt in 2H [----] with additional debt repayments of $23 million with strong operating cash flow" Also the CEO said in a presentation on [----] that he expects monthly" [X Link](https://x.com/AlmostMongolian/status/1840777266709619004) 2024-09-30T15:34Z [----] followers, [----] engagements "$mmi.ax +500 million AUD market cap is inevitable. Patience. Note: "Notably the September results were achieved despite a temporary under-keel clearance declaration in the channel which restricted barge tonnages. This is being resolved through the current bed levelling campaign." and "As the new flow sheet is optimised along with more favourable ore moisture and tides Metro expects to see similar gains in monthly production and shipping rates in the coming months." Combine this with higher prices starting to be realized from q4 onward=Big FCF @MetroMining is pleased to announce that the" [X Link](https://x.com/AlmostMongolian/status/1841669199174992370) 2024-10-03T02:38Z [----] followers, [----] engagements "$vle.to will have a negative EV assuming below current Brent price at 2025e with a conservative production assumption of [----] bbl/d. Based on recent PR they achieved [----] bbl/d on september" [X Link](https://x.com/AlmostMongolian/status/1841867328247537850) 2024-10-03T15:46Z [----] followers, [----] engagements "@Refinedman2 That was Auctus Advisors. I think it's uncertainty about capital allocation(no buybacks no dividends some aqcuisition on the works likely) tax restructuring still not happened and the sector in general is not liked" [X Link](https://x.com/AlmostMongolian/status/1841885981248512465) 2024-10-03T17:00Z [----] followers, [---] engagements "$mmi.ax strong recovery. Mid-September was one of the clearest BTFD moments of the year. Here is a pretty recent article about Bauxite with Metro https://resourcesrisingstars.com.au/boring-bauxite-develops-a-shine-as-supply-and-demand-drift-apart/ https://resourcesrisingstars.com.au/boring-bauxite-develops-a-shine-as-supply-and-demand-drift-apart/ https://resourcesrisingstars.com.au/boring-bauxite-develops-a-shine-as-supply-and-demand-drift-apart/ https://resourcesrisingstars.com.au/boring-bauxite-develops-a-shine-as-supply-and-demand-drift-apart/" [X Link](https://x.com/AlmostMongolian/status/1846516001493454928) 2024-10-16T11:38Z [----] followers, [----] engagements "New $vle.to corporate presentation is good -Tax restructure delayed but still in play -It sounds like an acquisition coming soon. Look at all that water not occupied by Valeura The presentation says "Major companies exiting due to materiality" and it shows Chevron's oil fields close to Valuera's fields. Coincidence "-Capacity for share buybacks in the short to mid terms -Future growth will support sustainable dividend" I don't think these were included in the previous presentation. Getting closer to shareholder returns. "Strategy for Gulf of Thailand Assets [--]. Drilling and operations to" [X Link](https://x.com/AlmostMongolian/status/1847570012371812528) 2024-10-19T09:26Z [----] followers, 18.3K engagements "Massive $eog.v write-up(1/3 free) My favorite- and only pure exploration play. Also mentioned: $sei.v $aoi.to https://almostmongolian.com/p/eco-atlantic-oil-and-gas-rare-exploration https://almostmongolian.com/p/eco-atlantic-oil-and-gas-rare-exploration" [X Link](https://x.com/AlmostMongolian/status/1848060990501380199) 2024-10-20T17:57Z [----] followers, [----] engagements "@ShakeyPremis @qazpl99 Some thai gov bureaucrat with his feet on the desk probably holding it up" [X Link](https://x.com/AlmostMongolian/status/1848818134582464922) 2024-10-22T20:06Z [----] followers, [---] engagements "Short S*bstack post (fully free) Also briefly talking about $astl and $btu https://almostmongolian.com/p/follow-your-ex-investments https://almostmongolian.com/p/follow-your-ex-investments" [X Link](https://x.com/AlmostMongolian/status/1852402513825157326) 2024-11-01T17:29Z [----] followers, [----] engagements "$act.cn $acthf future ticker $adur Nasdaq IPO expected next Tuesday. This was my take on the Aduro uplisting in my write-up They were originally going for NYSE and changed it to Nasdaq. One day after releasing this article Aduro announced their collaboration with Total in [----]. After that we haven't had a big news release. I wonder if they have been holding off releasing more positive news until the IPO. It would make sense to release additional positive news at the time of the IPO to bring excitement to the stock as they uplist. Positive news either way. A stock like this needs to reach a" [X Link](https://x.com/AlmostMongolian/status/1852785260691349825) 2024-11-02T18:50Z [----] followers, [----] engagements "@CharlieFlorimon all this+oil price is up and the stock has barely up from the lows. Wild" [X Link](https://x.com/AlmostMongolian/status/1853440309205643353) 2024-11-04T14:12Z [----] followers, [---] engagements "$vle.to Big News. Restructuring to better take advantage of tax losses is finally done. Although Jasmine field which is around 1/3 of production is not included Still before only Wassana 20% of production could take advantage of tax losses and now 2/3 can. This has a material positive impact on earnings" [X Link](https://x.com/AlmostMongolian/status/1853715340540121322) 2024-11-05T08:25Z [----] followers, [----] engagements "@ShakeyPremis @_NameValue_ @The_Godas "This is me at the Grand Canyon"" [X Link](https://x.com/AlmostMongolian/status/1853734373511643389) 2024-11-05T09:41Z [----] followers, [--] engagements "Strong results from $illm.to The new CEO said they are going to return to revenue growth in the 3rd quarter and they did with a 23% y-o-y increase. A strong start from him. Note that the valuation of this company was not pricing in any growth. Revenue has been pretty much flat since [----]. Getting back to consistent growth should transform the valuation Interesting to see the market reaction" [X Link](https://x.com/AlmostMongolian/status/1854871405289980245) 2024-11-08T12:59Z [----] followers, [----] engagements "$adur $act.v released the post-Nasdaq IPO positive news release. Based on the results delivered by Aduro's technology they are now expanding this relationship. Chrissie Walsh Sustainability Manager of GF Building Flow Solutions Americas. We look forward to investigating the ability of Aduros HCT to provide a sustainable and cost-effective solution for our cross-linked polymer waste stream. We hope to continue building our relationship into a commercial scale solution. Now we have this one and Total moving closer to commercialization. I think If we get even one commercial large-scale project" [X Link](https://x.com/AlmostMongolian/status/1856310501690548353) 2024-11-12T12:18Z [----] followers, [--] engagements "$adur $act.v released positive news. I thought this might happen just after the Nasdaq IPO. I think we'll see new stock price highs before the year ends. Based on the results delivered by Aduro's technology they are now expanding this relationship. Chrissie Walsh Sustainability Manager of GF Building Flow Solutions Americas. We look forward to investigating the ability of Aduros HCT to provide a sustainable and cost-effective solution for our cross-linked polymer waste stream. We hope to continue building our relationship into a commercial scale solution. Now we have this one and Total moving" [X Link](https://x.com/AlmostMongolian/status/1856313404547285326) 2024-11-12T12:29Z [----] followers, [----] engagements "Maybe I should not say this because $esi.to has a habit of going down after going above 4$ but I think we are going into an environment where the stock reaches a higher level more sustainably. [---] years of "drill baby drill" rhetoric in the US -TMX pipeline in Canada LNG Canada+US LNG expansion. Infrastructure-driven bullish factors -Continuous deleveraging -Fairfax grabbing all of the cheap shares The stock has gone up 48% YTD despite oil price being down 2% YTD seems like a decoupling of some sort with the market seeing that the investment case works without a high oil price" [X Link](https://x.com/AlmostMongolian/status/1856346339430330512) 2024-11-12T14:40Z [----] followers, [---] engagements "Portfolio + % up or down from cost-basis From biggest to smallest position: [--]. $vle.to 😎 +40% [--]. $adur 🚀 +245% [--]. $mind 🥱 +3% [--]. $mmi.ax 🐊+15% [--]. $illm.to 🤓 +16% [--]. $vxtr.v 🤬 -71% [--]. $gmx.to 🧐 +42% [--]. $esi.to 🤠 +16% [--]. $aoi.st 🫡 +18% [--]. $eog.v 😏 -125% [--]. $smsi 💀 -68%" [X Link](https://x.com/anyuser/status/1857082999851954621) 2024-11-14T15:27Z [----] followers, 10.7K engagements "New $aoi $aoi.to $aoi.st article(60% free) Explaining why I left and returned to $aoi and why I think there is a high probability of the stock rerating in the first half of [----] https://almostmongolian.com/p/africa-oil-like-i-never-left https://almostmongolian.com/p/africa-oil-like-i-never-left" [X Link](https://x.com/anyuser/status/1858897151465603272) 2024-11-19T15:36Z [----] followers, [----] engagements "Got some $sei.v finally. Lot of catalyst coming and the trading halt of Pancontinental could mean something good" [X Link](https://x.com/AlmostMongolian/status/1859313637493702933) 2024-11-20T19:11Z [----] followers, [----] engagements "$mmi.ax leverage got de-risked. Great news. Stock has now almost doubled from the september lows" [X Link](https://x.com/AlmostMongolian/status/1861563381087445279) 2024-11-27T00:11Z [----] followers, [----] engagements "New $vle.to CEO interview also released. some notes: -200m extra near-term cash flow from tax losses "supercharging" the company -Q4 production 26k BPD and even higher going into [----] -Expectation for [----] production above analyst guidance -"looking at a really good number" talking about the [----] reserve replacement number -"Early in January we'll actually release our year-end or quarter-end results watch for the cash flow the cash numbers there we think it's going to be a very good quarter for us" -Wassana redevelopment to extend production to mid-2030s even potentially to 2040s. Decision on" [X Link](https://x.com/AlmostMongolian/status/1861732888716152917) 2024-11-27T11:24Z [----] followers, [----] engagements "@Refinedman2 @JoeCurragh @baroninvestment How do you get fcf of 157m" [X Link](https://x.com/AlmostMongolian/status/1861840331441881477) 2024-11-27T18:31Z [----] followers, [--] engagements "Namibia [----] million population -4724$ GDP per capita. -Potential to produce millions of barrels of oil per day. -Becomes the richest country in Africa during the 2030s if it supports offshore oil development so I think it will My trio $aoi.to $sei.v $eog.v to benefit" [X Link](https://x.com/AlmostMongolian/status/1862145531645980773) 2024-11-28T14:44Z [----] followers, [----] engagements "Guyana's GDP per capita after its oil boom" [X Link](https://x.com/AlmostMongolian/status/1862146894090084700) 2024-11-28T14:49Z [----] followers, [---] engagements "One thing is for sure is that the namibian politicians and government officials are going to get rich. I'm mostly thinking about will the Namibian gov support this oil boom using Guyana as an example. Hard to know how much some guy in an village will benefit could be equatorial guinea situation where average person still stays very poor" [X Link](https://x.com/AlmostMongolian/status/1862419129489084642) 2024-11-29T08:51Z [----] followers, [--] engagements "Cutting around half of $mmi.ax position here. I think it's eventually going above 01$ but I don't think it will be a straight line to that price. So keeping core position while trying to do some timings" [X Link](https://x.com/AlmostMongolian/status/1862447571563577458) 2024-11-29T10:44Z [----] followers, [---] engagements "$vle.to multi-year high while the oil price is in the trash. Company specific fundamentals are usually more important than the commodity price. But this stock will be even more fun when the oil price starts recovering" [X Link](https://x.com/anyuser/status/1862561778145620097) 2024-11-29T18:18Z [----] followers, 20.5K engagements "@AnonValue @rubicon59 Production is too low and ARO is not a real liability as Valuera keeps extending the life of their fields" [X Link](https://x.com/AlmostMongolian/status/1862625777314848881) 2024-11-29T22:32Z [----] followers, [---] engagements "@GSinghInvesting I don't have a precise number. More than now. Double digits" [X Link](https://x.com/AlmostMongolian/status/1862827768901239208) 2024-11-30T11:55Z [----] followers, [--] engagements "@AnonValue @rubicon59 They have over-delivered on production and reserve replacement so far so I would predict high 20s but the bigger factor to production is the acquisitions that they are pursuing and have a goal of 100k barrels per day by the end of 2026" [X Link](https://x.com/AlmostMongolian/status/1862836325239418916) 2024-11-30T12:29Z [----] followers, [--] engagements "Pretty good $mmi.ax operations update apart from a ruptured belt and a generator failure but that's just par for the course with these companies. Wet season coming up creates some uncertainty but with the debt restructuring the risk from that is lessened" [X Link](https://x.com/AlmostMongolian/status/1863733605752512744) 2024-12-02T23:54Z [----] followers, [---] engagements "Post-election stock price action in onshore driller stocks like $esi.to $pds $nbr is showing that the market doesn't really believe that "drill baby drill" is happening next year. These stocks would be running otherwise. I think $esi.to will do well even if the drilling boom in the US doesn't happen" [X Link](https://x.com/AlmostMongolian/status/1864052814466453667) 2024-12-03T21:03Z [----] followers, [----] engagements "@lasse108 Not very smart to leak the password for the money. I'm gonna go to that website and take it. Early retirement is here I'll tweet back from Tahiti" [X Link](https://x.com/AlmostMongolian/status/1865526179416899791) 2024-12-07T22:37Z [----] followers, [---] engagements "$mmi.ax Bauxite surging and Q4 is about to have strong cash flow with Q3 average price and record production. 1st half is set up to be very strong. Maybe they can pay off all their debt by the end of the first half of [----]. One thing to look out for is that if that dispute between EGA and Guinea gets resolved the bauxite price will likely fall. Although I'm not sure about that as the underlying supply/demand fundamentals are still good" [X Link](https://x.com/AlmostMongolian/status/1865865040852578604) 2024-12-08T21:04Z [----] followers, [----] engagements "@pranshu_74 Market cap can be easily found. My base case has been 500m with upside from bauxite price and operational performance" [X Link](https://x.com/AlmostMongolian/status/1866041400875454763) 2024-12-09T08:45Z [----] followers, [--] engagements "@wbspreadsheet My $mind is clear and I see 💰💰💰" [X Link](https://x.com/AlmostMongolian/status/1866860977959911443) 2024-12-11T15:01Z [----] followers, [---] engagements "@chaka23121 @fs24264828 I will forgive your bearishness but I won't forget it "You can recover" This is not my only stock. Maybe I'll do a whole long analysis at some point about the risk/reward at 29m USD market cap and at 65m EV but I really don't want to spread a lot of positivity rn about vxtr" [X Link](https://x.com/AlmostMongolian/status/1867250789598798142) 2024-12-12T16:50Z [----] followers, [---] engagements "$mind $mindp finally has a corporate presentation $mind is cluttered with crypto stuff which is why I still include $mindp" [X Link](https://x.com/anyuser/status/1869434414436086200) 2024-12-18T17:27Z [----] followers, [----] engagements "@SFarringtonBKC I think people like to read about stocks that they already like rather than reading about new investment ideas" [X Link](https://x.com/AlmostMongolian/status/1869437307725676875) 2024-12-18T17:39Z [----] followers, [---] engagements "$aoi.to $aoi.st is trading at a ridicilous valuations and in my opinion is one of the easiest 50-150% re-ratings I have seen at [--] SEK with low downside potential due to their strong balance sheet and being a low cost producer with exploration assets potentially being as valuable as their production assets. The market cap now pro-forma BTG deal is the same as oct [----] but Africa Oil will have 100% of Prime instead of 50%. Venus more advanced with results coming soon and 3B/4B drilling soon. So double the cash flow and more catalyst from orange basin with 100m USD base dividend+buybacks" [X Link](https://x.com/anyuser/status/1870027553701875778) 2024-12-20T08:44Z [----] followers, [----] engagements "If I was a big tin bull(I lean bullish) I would def get mlx rn but I have learned not be a bull on any commodity or me being bullish that commodity being a secondary consideration. 100m is pretty much the bear case for metro at this moment. Mlx like I said I'm not a fan of what they're doing with First tin. And I think deleveraging is a better catalyst than cash piling up in general. Unless you have an amazing track record at acquisitions(like vle I mentioned earlier) Leaves much less room for screw ups when you are just paying back debt and de-risking. Easier re-rating" [X Link](https://x.com/AlmostMongolian/status/1870230824106279318) 2024-12-20T22:12Z [----] followers, [---] engagements "@respeculator Thx. I have one stock $esi.to o&g onnshore drilling only thing they do is pay off debt from cash flow. Around 200m per year as base case and 500m market cap. Every quarter less debt less interest payments less risk" [X Link](https://x.com/AlmostMongolian/status/1870236222225895753) 2024-12-20T22:33Z [----] followers, [---] engagements "AlmostMongolian Christmas Special🎄🎅 The BIG $eog.v and $smsi write-ups are 100% free for few days EOG.V article: SMSI article: https://almostmongolian.com/p/smith-micro-software-death-spiral https://almostmongolian.com/p/eco-atlantic-oil-and-gas-rare-exploration https://almostmongolian.com/p/smith-micro-software-death-spiral https://almostmongolian.com/p/eco-atlantic-oil-and-gas-rare-exploration" [X Link](https://x.com/anyuser/status/1871621830441947204) 2024-12-24T18:19Z [----] followers, [----] engagements "Sold $esi.to +30% from cost basis. I still like the stock and think it will go higher as the company develerages but at this price the stock is not an amazing risk/reward anymore. I can find a better plays than this from micro caps. Cheaper more unknown more asymmetric. I'm thinking whether I should have waited for Trump to start signing his "drill baby drill" executive orders. Could cause a rally but on the other hand it should be pretty priced in. Also I didn't like the convertible they announced" [X Link](https://x.com/AlmostMongolian/status/1877784135357321269) 2025-01-10T18:26Z [----] followers, [----] engagements "@Jam_invest Takeover would make sense and it would piss me off but I never hold just on hopes of a takeover" [X Link](https://x.com/AlmostMongolian/status/1877786850586190228) 2025-01-10T18:37Z [----] followers, [---] engagements "Big [----] Recap+Portfolio Update. Fully free article All stocks mentioned: $vle.to $mind $adur $vxtr $aoi.st $aoi.to $mmi.ax $illm.to $gmx.to $sei.v $smsi $cert.v $eog.v $png.v $astl $esi.to $elr.to $mlx.ax $rze.v $qmci $pei.v $tnz.to https://almostmongolian.com/p/almostmongolian-2024-recapportfolio https://almostmongolian.com/p/almostmongolian-2024-recapportfolio" [X Link](https://x.com/anyuser/status/1878789421937602708) 2025-01-13T13:01Z [----] followers, 17.1K engagements "@butchieodwyer This shows that we can say the UNIB deal goodbye for good. Good thing is that this shows BMO is working with them and the worst scenario some people were fearing is not likely. Clearly BMO wants Voxtur to do something to reduce debt. Likely a sale of another asset" [X Link](https://x.com/AlmostMongolian/status/1879295429399212362) 2025-01-14T22:32Z [----] followers, [---] engagements "@mindcriticalthe Bad drill result on one of sintanas other blocks. Not mopane. Overblown reaction imo" [X Link](https://x.com/AlmostMongolian/status/1882893778476032084) 2025-01-24T20:50Z [----] followers, [---] engagements "@Jam_invest True. But even if I use the Namcor OOIP of [---] billion barrels the valuation difference is still large and Tamboti was way more uncertain when the Impact 843m valuation was done and we don't have results from it yet so we don't know it's size" [X Link](https://x.com/AlmostMongolian/status/1883235804220407849) 2025-01-25T19:29Z [----] followers, [---] engagements "Sold my remaining 40% of the original position $mind. Gain of +189% above cost basis. This 40% was still my second-largest position before selling today. 60% of the position was sold at +110-150% gain. In terms of MONEY not % gain. I had many 8-10x commodity stocks in 2020-2022 but small positions so many of those didn't matter much. Position sizing is key. So in terms of MONEY this was the biggest winner for me so far. It was already my [--] second biggest position when the stock was at 3-3.25$ and I loaded up at that price. So why sell didn't I just say I would hold the 40% long-term Yes." [X Link](https://x.com/anyuser/status/1892234610534416498) 2025-02-19T15:27Z [----] followers, [----] engagements "" $mind technologies delicious dip" released September 9th. The stock is up 231% since it was released. One of my worst-performing free articles in terms of views likes and new subscriber generation. If I released another article today about Mind I expect it would be much more popular. https://almostmongolian.com/p/mind-technology-delicious-dip Sold my remaining 40% of the original position $mind. Gain of +189% above cost basis. This 40% was still my second-largest position before selling today. 60% of the position was sold at +110-150% gain. In terms of MONEY not % gain. I had many 8-10x" [X Link](https://x.com/AlmostMongolian/status/1892237387930988722) 2025-02-19T15:38Z [----] followers, [----] engagements "New BIG write-up about $BEAT my newest pick. 1/3 is free. That should already provide a good idea of the investment thesis. https://almostmongolian.com/p/heartbeam-the-device https://almostmongolian.com/p/heartbeam-the-device" [X Link](https://x.com/AlmostMongolian/status/1904588024513782103) 2025-03-25T17:35Z [----] followers, [----] engagements "Interesting situation in a stock I wrote about last August $KMR.L Kenmare Resources They rejected a [-----] million takeover bid in early March and are currently trading at [---] million. Kenmare basically said it's not enough and is indicating they are trying to get more. It's an interesting arbitrage/bidding war situation and even if the deal falls apart the stock is still trading pretty cheaply even after a 50% run after the announcement. 6% div+buybacks. When I wrote about it in August I thought it was quite cheap but that was it. There wasn't anything else to it and it's a single asset mine" [X Link](https://x.com/AlmostMongolian/status/1907470421391229314) 2025-04-02T16:29Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AlmostMongolian AlmostMongolian
AlmostMongolian posts on X about $vxtr, $mind, $seiv, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +59%
- [--] Month [------] +158%
- [--] Months [-------] +73%
- [--] Year [-------] +50%
Mentions: [--] #
- [--] Week [--] no change
- [--] Month [--] +23%
- [--] Months [---] +26%
- [--] Year [---] +12%
Followers: [-----] #
- [--] Week [-----] +0.20%
- [--] Month [-----] +5.80%
- [--] Months [-----] +24%
- [--] Year [-----] +40%
CreatorRank: [---------] #
Social Influence
Social category influence finance cryptocurrencies countries stocks currencies social networks technology brands exchanges travel destinations celebrities
Social topic influence $vxtr, $mind, $seiv, stocks, market cap, $vleto, in the, $adur #20, debt, investment
Top accounts mentioned or mentioned by @sparkytrade56 @jaminvest @smkahn1 @chaka7723 @premskisgp @classicvalueinv @valueeric @sfarringtonbkc @fs24264828 @respeculator @stockaholic5 @joinyellowbrick @shakeypremis @rubicon59 @manudonuts1 @blackjack155361 @soron47 @illiniprogrammr @desatcap @icbarrett
Top assets mentioned Morpheus Infrastructure Node (MIND) Petroleo Brasileiro S.A.-Petrobras (PBR.A) Audiera (BEAT) ZIM Integrated Shipping Services Ltd. (ZIM) Element Solutions Inc. (ESI) Ecopetrol S.A (EC) PolkaBridge (PBR) Peabody Energy Corporation (BTU) Transocean LTD. (RIG)
Top Social Posts
Top posts by engagements in the last [--] hours
"Yes long Russia. Specially the resource companies. Costs in RUB and earnings in USD and EUR. Very cheap. Sanctions risk is priced in. $TATN $ROSN $GAZP $LKOH $NILSY"
X Link 2022-02-22T07:41Z [----] followers, [--] engagements
"Updated current portfolio: Oil/gas $GTE $ATH $AMPY $TAL.V $KUB $CWV Oil services $TUSK $CFW $SPM Gold/Silver $FSM $GPL $SOSI1.HE Uranium $PDN.AX $STND.V $BSENF $AZZ.TO $GXU.TO $PTU.V $GLO.TO $BMN.AX $CVV.V $LAM.TO $BSK.V Coal: $BTU Tech: $QIWI $VXTR Platinum ETF $ZPLA"
X Link 2022-03-05T11:56Z [----] followers, [--] engagements
"@BichonRedux I know all that. What will be the future earnings multiple with current oil prices thou 1-3x current marcet cap and oil prices are going higher"
X Link 2022-04-26T13:45Z [----] followers, [--] engagements
"Bought $rze today they will be very profitable at the oil prices I think are coming. Also added to $find"
X Link 2022-06-13T13:50Z [----] followers, [--] engagements
"$RZE ended 355% up today. Kinda interesting"
X Link 2022-09-24T01:03Z [----] followers, [--] engagements
"What is the cheapest steel stock $X $TX $ASTL $STLC United States Steel Ternium Stelco Algoma Steel United States Steel Ternium Stelco Algoma Steel"
X Link 2022-10-12T20:36Z [----] followers, [--] engagements
"People like to dunk on $RZE but I can't find any other company that has so much production compared to their market cap.The geothermal is not priced in. With the high production cost and high debt this becomes the ultimate way to get torque on the oil price. Obviosly high risk"
X Link 2022-10-13T18:30Z [----] followers, [--] engagements
"@WTIBull Because you could buy $RZE. For torque"
X Link 2022-11-01T19:07Z [----] followers, [--] engagements
"$TNP is the only tanker I feel attracted to rn. Same reason I feel attracted to $Rig $Mind $RZE $ppr and $Icd. Same reason I got attracted to $BTU and $TUSK earlier. I can't deny my nature. I look for the most dirtiest debt ridden history of capital destroying hated bastards"
X Link 2022-11-23T20:37Z [----] followers, [--] engagements
"@Alpaca_Capital Got any thoughts about $wrg Found that one like [--] mins ago. I think land drilling in US and Canada is gonna do really well"
X Link 2022-11-25T00:20Z [----] followers, [--] engagements
"Friendship ended with $icd (convertible debt) now $wrg is my best friend"
X Link 2022-11-25T00:39Z [----] followers, [--] engagements
"If exploration picks up demand goes and the supposed oversupply will get absorbed and turn into undersupply. I could be wrong. We'll see. $esi.to It is a land drilling company drilling in Canada and US mainly. Financial leverage. Improving profitability. Lots of torque to oil"
X Link 2023-01-17T15:42Z [----] followers, [---] engagements
"$TAL.V Petrotal and $sgy These companies produce oil. $aty $at.to Acuityads barely profitable growth business in a transformation phase [--] mil ev to [---] million revs. I would add to this one right now"
X Link 2023-01-17T15:44Z [----] followers, [---] engagements
"$Mind got another [---] days on Nasdaq. This is nice but orders is what really matters. https://www.conferencecalltranscripts.org/summary/id=11726359 https://www.conferencecalltranscripts.org/summary/id=11726359"
X Link 2023-01-28T03:10Z [----] followers, [---] engagements
"@IlliniProgrammr I think that [--] or 5x was [----]. Beginning of [----] coal and oil prices had already rebounded and Bankrupcy risk was much lower. Still there was this hesitancy"
X Link 2023-01-29T16:00Z [----] followers, [----] engagements
"Alright WTF is happening with $mind. Only reason I am not very exited is because this is $mind. Big up moves without any reason are pretty normal but this was bigger than usual with big volume. But I refuse to say "Somebody knows something" I did not say it. That was quoted"
X Link 2023-01-30T22:11Z [----] followers, [---] engagements
"I can't believe $mind is still holding on to those gains from yesterday. I hope this is driven by something behind-the-scenes"
X Link 2023-01-31T16:48Z [----] followers, [---] engagements
"Remember when China banned private after-school tutoring and the associated stocks plummeted I was buying the dip in one of those stocks $edu briefly at around this 10$ level. I ended up selling it for something else that I had more conviction in and I missed these gains but"
X Link 2023-01-31T17:37Z [----] followers, [----] engagements
"Now listen. $rig drills in water and $esi drills on land. Here is $esi"
X Link 2023-02-06T00:49Z [----] followers, [----] engagements
"$rio $bhp and $ccj comparison $Rio 865% dividend and this valuation"
X Link 2023-02-06T14:17Z [----] followers, [----] engagements
"Portfolio [--]. $vxtr $mind $pei $aoi $rze $ppr Portfolio [--]. $rig $astl $zim $pbr.a $ec $cgg $esi $at.to $act.cn $smsi $qmci $crmz +nasdaq and sp500 shorts as a hedge"
X Link 2023-02-07T16:08Z [----] followers, [----] engagements
"$mind buys some time. The reason the stock is up on this news imo is because biggest worry investors had was liquidity. https://finance.yahoo.com/news/mind-technology-secures-financing-120000409.html https://finance.yahoo.com/news/mind-technology-secures-financing-120000409.html"
X Link 2023-02-07T16:32Z [----] followers, [---] engagements
"Added a lot of $ESI yesterday. Market was down oil was down and $pds was down big after missing earnings and I think that pulled down $esi aswell but $pbs earnings call was very bullish sounding for the sector. $PD.TO's Q4 reports they are seeing better than expected bookings for 2H Canada as NE BC activity ramps up ensuring 100% utilisation of super triples. Seeking to get to 50% margins in [----]. #OOTT $OIH $TCW.TO $STEP.TO $CFW.TO $LBRT $TOT.TO $SDI.V $CET.TO $CWC.V $ESI.TO $PHX.TO https://t.co/wnELVS0SKW $PD.TO's Q4 reports they are seeing better than expected bookings for 2H Canada as NE"
X Link 2023-02-10T20:00Z [----] followers, [---] engagements
"Selling some $zim to get more $ec and $pbr.a. R/R is very attractive atm"
X Link 2023-03-15T13:40Z [----] followers, [----] engagements
"@propshoplife @DesatCap There are a different risks out there for these companies. I think $pbr.a is great r/r. I actually own $rze doubled that position at [--] cents just yesterday. But rze does not make any money at these oil prices. Different kinds of risk but both have asymmetric qualities"
X Link 2023-03-17T02:17Z [----] followers, [---] engagements
"@Jordan_Kofman Got any picks from that sector"
X Link 2023-03-24T21:07Z [----] followers, [---] engagements
"Their power plant which is now done has estimated final cost of [--] million CAD and their market cap now is [--] million CAD so that is now not at [--] cents"
X Link 2023-04-04T11:51Z [----] followers, [---] engagements
"$mind $mindp releasing [--] positive PRs just before earnings. Does it mean anything"
X Link 2023-04-19T01:31Z [----] followers, [---] engagements
"I kinda want to get into tin after the potentially mega bullish news recently but it would be Fomo reaction so I wont do it yet. Need to wait for a month or [--] to get tourists who bought the news to get bored and sell. If there is no dip fine I'll miss it. $mlx would be my horse"
X Link 2023-04-19T15:19Z [----] followers, [----] engagements
"$mind $mindp The ceo said in the call that they expect q1 revenues to look similar to q4 revenues which would mean mind would have another EBITDA positive/neutral quarter. If Mind can keep this up they will have similar revenue and profitability to"
X Link 2023-04-21T16:00Z [----] followers, [----] engagements
"One reason $mind market cap is so low is that they massively underperformed their own expectations from 2020-2021. This used to be in their corporate presentation. Disappointed investors sold and I think they sold too much. Now it presents an appealing R/R opportunity"
X Link 2023-04-22T00:17Z [----] followers, [----] engagements
"$mind $mindp big announcement backlog increased again from previous quarter. If they can keep this https://finance.yahoo.com/news/mind-technology-announces-source-controller-110000536.html https://finance.yahoo.com/news/mind-technology-announces-source-controller-110000536.html"
X Link 2023-05-15T14:35Z [----] followers, [----] engagements
"Is $ec going to pay a special divident"
X Link 2023-05-22T19:39Z [----] followers, [--] engagements
"A special dividend is coming according to Twitter"
X Link 2023-05-25T20:32Z [--] followers, [--] engagements
"Great earnings from $mind again. It was expected. Highest revenue in years. Highest backlog in years. Positive operating income first time in years. Increase in GM. Positive CEO commentary. Positive tailwinds in the industry https://finance.yahoo.com/news/mind-technology-inc-reports-fiscal-201500362.html https://finance.yahoo.com/news/mind-technology-inc-reports-fiscal-201500362.html"
X Link 2023-06-14T00:45Z [----] followers, [----] engagements
"$mlx Wasn't even up lol didn't need to chase. So I'm in. Stock go up now. I wanted to use this gif to represent how I chased it up. Unfortunatelly I can't use it now"
X Link 2023-08-04T00:25Z [----] followers, [----] engagements
"The difference in sentiment is huge. Offshore diller $val q2 rev 415m$ net income -29m$ FCF -100m$ MC 55b$ EV 55b$ Onshore driller $esi q2 rev 326m$ net income 78m$ FCF 82m$ MC 384m$ EV 137b$ Is offshore that much better Theyre not flooding the onshore rig market either"
X Link 2023-08-09T02:04Z [----] followers, 10.7K engagements
"I get it. It's backward-looking $val will improve their performance I have seen their corp presentation etc but I still do not think the discrepancy makes sense"
X Link 2023-08-09T02:04Z [----] followers, [---] engagements
"@ICBarrett @hkuppy I mean $esi would be like more than 10x if it would trade at replacement cost. This was a comparison. I don't care about replacement cost personally. but for comparison sake what do you think is the replacement cost of $val"
X Link 2023-08-09T21:52Z [----] followers, [---] engagements
"$mind just sold a Klein for 115million$ and the stock is up. It is a massive derisking move while only losing some upside that was not priced in anyways. https://ir.mind-technology.com/news-releases/news-release-details/mind-technology-announces-sale-klein-unit https://ir.mind-technology.com/news-releases/news-release-details/mind-technology-announces-sale-klein-unit"
X Link 2023-08-22T14:21Z [----] followers, [----] engagements
"@DesatCap Great points. This is great for $mind and $mindp both are still cheap imo. Mindp reacting more today because the impact is more immediate there. Things that are happening in offshore are lining up great for Seamap"
X Link 2023-08-22T18:33Z [----] followers, [---] engagements
"I remain mid- to long-term bullish oil but I'm seeing a lot of bullisness outside of the oil investor echo chamber and increased bullishness within it. Just something to note. Doesn't mean oil will 100% dip but let's say I would not lever up on oil stocks rn"
X Link 2023-09-10T19:39Z [----] followers, [---] engagements
"$esi.to US rig count next. Grazy roundtrip with this stock. Still undervalued imo. Canadian Rig Count Summary Active rig count increases to [---] https://t.co/6DBqsMzdYi Canadian Rig Count Summary Active rig count increases to [---] https://t.co/6DBqsMzdYi"
X Link 2023-09-15T16:51Z [----] followers, [----] engagements
"@fs24264828 Similar thoughts. Some people have been predicting this. I'm not predicting it but I would not be surprised considering what I have seen with this stock price. I agree that it Would be a nice buying opportunity"
X Link 2023-09-29T00:31Z [----] followers, [--] engagements
"I look at these [--] websites for HRC steel prices because of $astl but they always show different prices. Which one should I be looking at"
X Link 2023-10-06T14:40Z [----] followers, [---] engagements
"The new $aoi CEO is buying the dip. Maybe he knows more about Venus than the retail investors. Just maybe"
X Link 2023-10-06T19:23Z [----] followers, [----] engagements
"$esi.to Got Its debt situation dealt with in a nice and non-dilutive way. There were [--] reasons I bought $esi. Im bullish on the sector and it was trading at a large discount to its closest comparable $pd.to even with the difference. https://ca.finance.yahoo.com/news/ensign-energy-services-inc-announces-210000932.html https://ca.finance.yahoo.com/news/ensign-energy-services-inc-announces-210000932.html"
X Link 2023-10-13T21:56Z [----] followers, [----] engagements
"@Jam_invest They back around 200m per year with an interest rate of from my memory around 12% for the most of it"
X Link 2023-10-14T09:56Z [----] followers, [--] engagements
"A new article released "I'm conflicted about uranium""
X Link 2023-10-23T13:27Z [----] followers, [----] engagements
"A lot of different tickers mentioned in this article: $ccj $rio $bhp $vxtr $yca $u-un.to $glo $cad $oco $nxe $kap.il $pslv $pdn $bmn"
X Link 2023-10-23T13:34Z [----] followers, [----] engagements
"$pbr.a vs $ec. FIGHT"
X Link 2023-10-23T19:07Z [----] followers, [---] engagements
"the stock opens down on the news and then this happens. It's kind of nuts. "At current price this could be a 1x PE stock at beginning of 2025." Something like that is my bull case aswell. if we can get to higher profits per q than the preferred dividend after that it's just massive torque cos the common market cap is so low"
X Link 2023-10-24T00:50Z [----] followers, [---] engagements
"@JanCoet81 @Contrariantimes @ICBarrett That and I don't get how sput couldn't trade at like 30% discount if they are saying they will never sell so they will never address the deficit"
X Link 2023-10-24T18:51Z [----] followers, [--] engagements
"@respeculator Thanks I'm not that familiar with aussie stocks. Is "net cash in flow" more like operational cash flow or free cash flow"
X Link 2023-10-24T23:46Z [----] followers, [---] engagements
"@WNC_capital @respeculator Well it is 50% of 29.55m for mlx. I Made a mistake there"
X Link 2023-10-25T04:25Z [----] followers, [--] engagements
"New S*bstack article about $pbr $pbr.a (link in profile)"
X Link 2023-10-27T13:45Z [----] followers, [----] engagements
"#shipping I hear this argument a lot that some shipping company is cheap because "The scrap Value of the ships is higher than the market cap/EV" but I'm interested. Has any public shipping company ever made a decision to scrap all the ships to distribute proceeds to shareholders They weren't going bankrupt. They just saw that this would be good for the shareholders so they did it. Liquidated the company"
X Link 2023-10-28T12:13Z [----] followers, [----] engagements
"@smkahn1 They did the before and after P&L during earnings release. I expect Voxtur to do the same in q3 release. Mind PR was just as vague https://www.prnewswire.com/news-releases/mind-technology-announces-sale-of-klein-unit-301906377.html https://www.prnewswire.com/news-releases/mind-technology-announces-sale-of-klein-unit-301906377.html"
X Link 2023-11-01T21:34Z [----] followers, [---] engagements
"Well it was the business they bought for 15m [--] years ago aka xome. Got clarification from Gary. You can see the financials of that company during [----] which was "a good year" and from what i remember it was barely ebitda positive and now it's a horrible market so I'm quite sure it was losing money in the recent past unless Voxtur did some magic with it"
X Link 2023-11-01T22:00Z [----] followers, [---] engagements
"@smkahn1 yes that what i meant by xome. so they bought amc from xome for 15m and now they sold it for 30m. Right"
X Link 2023-11-01T22:24Z [----] followers, [---] engagements
"Dude even the the buyer is telling you they bought the AMC and mentions nothing else. "CLEVELAND November [--] [----] Accurate Group a leading provider of technology-driven real estate appraisal title data analytics and e-closing solutions today announced the acquisition of Voxtur Appraisal Services LLC an appraisal management company (AMC) serving real estate finance providers nationwide" Why would the buyer not tell about all the "other stuff" they bought for 30m So you can believe everyone is lying even people who do not benefit from it and no way Gary did a good job on this sale. Maybe they"
X Link 2023-11-02T11:15Z [----] followers, [---] engagements
"@smkahn1 Based on current information I have from Gary and the [--] companies. I'm inclined to believe this if information changes I will change my view. I have made points to why this might have happened. Just because you can't comprehend it doesn't mean it didn't happen"
X Link 2023-11-02T12:08Z [----] followers, [---] engagements
"$mpvd.ca Mountain Province diamonds is a P/E of [--]. Balance sheet looks like a mess. Has anyone done any DD on this company"
X Link 2023-11-02T20:42Z [----] followers, [---] engagements
"@FilipJelinek6 So liquid assets hughes than market cap"
X Link 2023-11-05T18:03Z [----] followers, [--] engagements
"Tax loss selling is not smart because almost everyone does it. More often than not you're gonna save more money if you wait until Jan-feb and sell it at a higher price than selling with everyone else in nov-dec to save on taxes. I have seen so many times stocks that were tax loss sold rally in the beginning of the year"
X Link 2023-11-10T20:38Z [----] followers, [----] engagements
"@Ingolf_Stahl I'm from Finland. It does affect US stocks and most stocks around the world because capital gains tax kinda works the similar way in many countries"
X Link 2023-11-10T21:05Z [----] followers, [---] engagements
"A year from now $zim stock price will be"
X Link 2023-11-23T19:02Z [----] followers, [---] engagements
"Is this bullish or bearish $zim Could it be bullish if the ships are losing money at these rates anyway and they can get insurance money instead. Also maybe this distruption can help rates. I need some shipping expert opinions"
X Link 2023-11-25T18:11Z [----] followers, 14.3K engagements
"@Othon96812007 I'm grasping for straws herebut we know they are trying to negotiate early exists from lot of these charters. Maybe this can help those negotiations because the owners don't want the potential problems and they could get out of way more than 1-2 leases. Thoughts"
X Link 2023-11-26T13:16Z [----] followers, [--] engagements
"As we have recently seen with Voxtur Goodwill can move quite a lot based on whatever the auditor thinks it is at the time for whatever asset. This discussion is now about whether some smaller asset was merged into xome and you say its "pretty actual" that it happened and I say it's maybe"
X Link 2023-11-29T11:15Z [----] followers, [---] engagements
"@fs24264828 @smkahn1 I thought I knew what it meant then I learned from this conversation. You can see that if you scroll down then I Googled it and now I know what Goodwill means. Isn't Twitter great😎"
X Link 2023-11-29T23:57Z [----] followers, [--] engagements
"New S*bstack article. Link in Bio Stocks mentioned briefly in the article: $astl $mlx $gmx $pbr.a $rze $aoi $pei"
X Link 2023-12-12T16:32Z [----] followers, [----] engagements
"New MEGA S*bstack article(link in bio) [----] Recap+Portfolio update Stocks mentioned: $mind $astl $esi.to $vxtr $gmx.to $aoi $illm.to $act $pei.v $qmci $smsi $mlx.ax $pbr.a $rze $zim $ec $crmz $sgq.v some more than mentioned http://cgg.pa http://cgg.pa"
X Link 2024-01-11T13:55Z [----] followers, 11.4K engagements
"@kndistressed How I find the stocks is pretty random they are found in from different sources from people I follow from screening and some of them I don't even remember where I found them. My process I don't know what to say. I quess it's mostly trial and error"
X Link 2024-01-11T14:30Z [----] followers, [---] engagements
"I think X creates a lot of FOMO and investors should be aware when they are getting influenced by it. This is because people tend to post more about the stocks that are performing well in their portfolios. You get the sense that everyone is making money left and right and you are missing out and you need to get into these stocks they are talking about"
X Link 2024-01-17T15:19Z [----] followers, [----] engagements
"$png $krknf $mind here is one of Minds' comparable companies Kraken Robotics stock when the increased orders started showing up on the financials. Mind's market cap is 8m and EV 41m and Kraken's market cap is 114m and EV 123m(all USD). I think Mind will soon have similar results to Kraken's latest quarter or better soon as these new orders become revenue. Right now there is some uncertainty going on about the preferred dividends which is providing a buying opportunity imo"
X Link 2024-01-19T17:56Z [----] followers, [----] engagements
"@smkahn1 @EtienneCordonn1 I as a common holder want them to delay as long as they need to and then pay to the preferreds from cash flow. They are in no rush"
X Link 2024-01-20T15:47Z [----] followers, [--] engagements
"I wonder if this thing is still cheap enough for Congo. The place seems like a powder keg. Considering we have $mlx.ax available at a similar valuation in a safe jurisdiction. It has an even cheaper valuation than afm if we have +25k$ tin. $afm has a better asset and management but I like cheaper valuation when investing in these kinds of countries. The mine is not too far away from Rwanda and there has been some serious going on beef with Rwanda and Gongo. For me $mlx still looks like a better risk/reward. Thoughts The koala added a little more AlphaMoon $AFM.V in the eucalyptus tree"
X Link 2024-01-20T21:16Z [----] followers, 12.4K engagements
"This discussion tells pretty well why I don't think the discount is high enough for this area. Gimme alphamin at 500m cad market cap and I'll buy some but at 1b cad I'll pass. Seems like a lot of shareholders think Chinese will take it over at a premium as they are better at not being screwed in Africa from my understanding"
X Link 2024-01-21T20:22Z [----] followers, [--] engagements
"It certainly is cheap for a reason. I just see very little downside from here with strong FCF leverage to tin. The liquid assets give a strong margin of safety here. And Alphamin is great of course if it was anywhere else. The North Kivu where their mine is is the Jihadist groups hotspot (mainly the ADF) and the m23 rebels hotspot in Congo. And the country is one of the last in ease of doing business and economic freedom index. So if it was 500m cad market cap I would risk it but 1b as it is now I'd rather go for mlx. But you have done more DD than me on these companies and go still for AFM."
X Link 2024-01-22T01:58Z [----] followers, [---] engagements
"@Stockaholic5 You're welcome. But stop looking at Voxtur immediately it's like a virus that once you get infected you just lose money forever. I'm already beyond salvaging"
X Link 2024-01-22T02:18Z [----] followers, [--] engagements
"@EliasMonsor @Stockaholic5 $vxtr if you're interested start from youtube corp presentation and my substack article of course"
X Link 2024-01-22T13:04Z [----] followers, [---] engagements
"Started a position in $vle.to today. I hate buying after a run-up but I just came to know about this company from Geodan in CEO. ca and after looking at it a bit I needed some exposure. Oil producer in Thailand Market cap 260m USD Net Cash 150.9m USD at Dec 31st No debt [----] Production guidance for [----] [-----] - [-----] bbls/d (gets a small premium to Brent) [----] Capex guidance of US$135 - [---] million [----] Opex guidance of US$205 - $235 million [----] exploration expense 8m Run some numbers with different oil prices. There are royalties taxes and decommissioning liabilities etc that have to be"
X Link 2024-01-31T15:50Z [----] followers, 19.3K engagements
"$vxtr $vxtrf So @ClassicValueInv blamed me for this #voxturclassaction thing by @Sisufin below at the end of his recent video "Mongolian investor" he said and the CEO thought I was part of this as well. Probably because Sisu Fin thanked me in his tweet. I want to clarify that I had nothing to do with this and I'm against taking legal action against the company. I'm a shareholder ffs. I don't need this investment to be any worse than it has already been. The guy only linked and used my article and interviews in writing this. I was not a part of its creation and I do not support it."
X Link 2024-02-09T00:25Z [----] followers, [----] engagements
"@FinMoose I remember how after I bought $btu it went up 9x and was a great investment"
X Link 2024-02-12T18:10Z [----] followers, [---] engagements
"@FinMoose Well it was priced like it was on the verge of Bankrupcy. But I agree with you if you read my article the management was why I have not made mlx a big position"
X Link 2024-02-12T18:19Z [----] followers, [--] engagements
"@insiwest At some point I started naming my usernames online Mongolian this and that. I found it amusing. And Mongolia is cool"
X Link 2024-02-21T12:09Z [----] followers, [---] engagements
"Started a small position in $elr.to Eastern Platinum. Market cap 187m USD EV 54m US$ Net income q3 31m USD q2 77m USD It seems cheap but there is more This is mostly coming from their chrome retreatment plant but they are currently re-starting their underground PGM operations. They mine mostly platinum which is the PGM metal Im bullish about with large deficits. "In the latest Platinum Essentials report published by the WPIC we see revised estimates for platinum supply/demand balances in the years [----] to [----] and its first estimate for [----]. As well as expecting consecutive deficits in 2023"
X Link 2024-02-27T19:41Z [----] followers, [----] engagements
"$stlc.to has a market cap of 238b C$ and EV of 179b C$ $astl has a market cap of 124b C$ and EV of 129b C$ I can see it now.Both are pretty cheapbut a year from now if the EAF project from $astl is somewhat on time and on budget $astl will be worth much more than $stlc.to"
X Link 2024-02-28T13:46Z [----] followers, [---] engagements
"By worth I mean the fundamental value. EV and Market Cap should also be higher but you never know about those"
X Link 2024-02-28T13:47Z [----] followers, [--] engagements
"$mlx.ax $mlx The biggest complaint of the shareholders was just addressed. The timing is also perfect as Indonesian tin exports are plummeting. $MLX announces buyback: https://t.co/fmBJCXRypw $MLX.AX #tin https://t.co/Zia74MWBc8 $MLX announces buyback: https://t.co/fmBJCXRypw $MLX.AX #tin https://t.co/Zia74MWBc8"
X Link 2024-02-29T22:32Z [----] followers, [----] engagements
"$esi $esi.to for an international driller mostly working on good jurisdictions seems quite cheap market cap 464m EV 1.64B (debt recently refinanced) Capex budget [----] 147m maintenance capital no new builds FCF goes to paying back debt which increases FCF Q4 was the strongest quarter of the year despite the weak rig count in the US(US 70% of the business 20% Canada 10% other countries) US DUCs (drilled but uncompleted wells) at lows. How long until the US rig count starts increasing again But even when it's falling or flat $esi keeps putting out strong numbers"
X Link 2024-03-14T14:00Z [----] followers, [----] engagements
"$esi.to $esi valuation in [----] compared to now in 31.12.2018 Market cap=786m EV=242b FCF in 2018=72.1m FCF in 2019=268.8m $esi.to now Market cap=501m EV=171b FCF in 2023=316.7m FCF in 2024= I expect it to be higher than [----] due to q4 being the strongest quarter of [----] lower capex cost controls lower interest costs drained DUCs-US rig count rebound I expect a higher average oil price Canada TMX pipeline expansion- more drilling in Canada Interesting valuation discrepancy. It must be that investors just liked land drillers more at the time but $esi is now in a better position financially and"
X Link 2024-04-07T22:16Z [----] followers, [----] engagements
"@Stockaholic5 Everything is made up. Gary Jim Al Qureshi Rob Reich. the whole management probably doesn't even exist. They could be AI generated you know AI is very advanced nowadays. Has anyone ever seen these people in person In flesh I didn't think so"
X Link 2024-04-08T01:53Z [----] followers, [--] engagements
"@kanye8210 It will depend on various factors I wrote about drilling tax restructuring acquisitions oil price etc. But I'm pretty confident about it being able to at least double from here"
X Link 2024-04-14T11:16Z [----] followers, [---] engagements
"@joinyellowbrick @Restructuring__ @mining_charts @OrientalValue @StephenFrampto9 @Secrets4stocks @JoashReid1 @PierreLLoup Ty https://almostmongolian.com/p/valeura-energy-relentless-climb-to https://almostmongolian.com/p/valeura-energy-relentless-climb-to"
X Link 2024-04-15T18:12Z [----] followers, [---] engagements
"While I think commodities will probably do well this decade I'm not in the camp of investing in something because of a belief in a broad commodity bull market. The spesific situation of the company comes first and then the niche that company is in and how it stacks up against all the other opportunities I see out there"
X Link 2024-04-23T06:59Z [----] followers, [--] engagements
"@Johnie36149708 @ShakeyPremis @elonmusk Nah😂 Let the test guinea pigs go first. Figure it out"
X Link 2024-04-24T18:46Z [----] followers, [--] engagements
"I concur. There are 1400+ people who follow me on Twitter but are not subbed in Substack. TRAVESTY GO SUB TO ALMOSTMONGOLIAN SUBSTACK it's free and also sub to @Investroiss one of the best free investing Substacks out there Link is in Bio https://t.co/su81z5AXDD Link is in Bio https://t.co/su81z5AXDD"
X Link 2024-04-26T10:12Z [----] followers, [---] engagements
"@absreturnchaser From my knowledge you need to be pred holder as per record date to vote not to convert. My prefs should still convert all the same and have the arb opportunity. I just cant vote. But if you have a some proof this is not the case I definetally want to hear it"
X Link 2024-05-08T15:39Z [----] followers, [---] engagements
"@GuyImpatient Based on last q and backlog maybe 50m that's pretty conservative. I think the business will improve and we will get higher than that in the future"
X Link 2024-05-08T15:43Z [----] followers, [---] engagements
"@davidalandy They have no debt [--] mil on the bank and profitable for them to raise money I would need to hear a very good reason "growth capital" what could it mean with mind a new manufacturing facility or an acquisition perhaps"
X Link 2024-05-08T17:39Z [----] followers, [---] engagements
"$illm.to new CEO told a nice pitch of himself during q1 earnings call. "Firstly though a little bit on my background. Through my 24-year career I've been focused on driving growth and performance in technology services and SaaS platform companies. My expertise includes strategic leadership finance marketing operations and business and corporate development. Before joining illumin I served as the Chief Executive Officer of SPUD Western Canada's largest online and omnichannel retailer of fresh foods and healthy products. At SPUD I was responsible for returning the business to growth and"
X Link 2024-05-16T00:23Z [----] followers, [---] engagements
"Looks like $vle.to $vle is done with the routine pullback. We are approaching [--] catalysts: -Tax restructuring. If completed adds +100 [---] 000$ to medium term earnings -Production increase in Nong Yao C field putting Valeuras production to around 25k BPD -Doing something with the huge cash pile. Acquisition or if they don't find anything to acquire then potentially a buyback. Management has indicated that all of these things should happen by mid-year"
X Link 2024-05-24T16:55Z [----] followers, [----] engagements
"After [--] years of trial and error I have arrived to this investment strategy: -Long only -No margin -No options ETCs Turbos. Other BS designed to take your money - 5-15 positions. If multiple positions are in the same industry or are in other ways exposed to same risks like risky jurisdiction then closer to [--]. If positions aren't exposed to the same risks and have a strong margin of safety then [--] positions is fine. Wouldn't go much lower. -Every position is looked through the lens of risk/reward Great things about this strategy: -Low stress because low risk -Relativelly low effort. Doesn't"
X Link 2024-05-26T20:10Z [----] followers, [----] engagements
"I'll elaborate a bit on this decision. With $mlx.ax imo the move from 27-30 cents to 47-50 cents was almost inevitable to happen at some point. Not much needed to happen for that move (tin up like 25% and a small buyback announced but they have only bought back a totally insignificant amount of shares so far) This is why buying under [--] cents was so attractive. But from here at [---] cents to get 2-3x move we need the strong tin price to persist or a big spike to some grazy price and management to show that they are really committed to returning capital to shareholders. So it requires more"
X Link 2024-05-29T14:11Z [----] followers, [----] engagements
"@SimonBlouin3 The big thing is the non-core asset sale. If they can get that done they can still lose money and avoid additional dilution for a while. Otherwise it's either turn cash flow positive or neutral fast or another highly dilutive raise with warrants"
X Link 2024-05-30T01:57Z [----] followers, [---] engagements
"@Nick_Vlass @SimonBlouin3 Well last year they had asset sales pending and they still raised money sub [--] cents which was considered very low at the time. If they can't get the asset sale done in time and are not cash flow positive there is no other option"
X Link 2024-05-30T12:15Z [----] followers, [--] engagements
"$yak.v aka Mongolian Growth Group is an interesting stock. It's one of those types of stock you only find in the Canadian market like $spot.v. Both could be described as the platypus of public companies. Market cap 46m Negative EV no debt Buying back shares Owns KEDM a digital service for traders that makes a couple of million of revenue per year. Cash and Cash equivalents 535m at the end of q1 Which mostly consist of a securities portfolio managed by the CEO @hkuppy who has a good track record but the company doesn't intend to be a fund "The Corporation believes that public securities are a"
X Link 2024-06-05T03:16Z [----] followers, [----] engagements
"$illm.to Is my favorite stock to add at current price. Market cap=73m EV=25m TTM Revenue=124.8m TTM FCF= -612k The company is doing share buybacks A new CEO in place who has a strong track record The old CEO bought a bunch of shares before leaving The stock got forgotten because their revenue growth was not what shareholders expected but the company has still been having strong growth in the self-serve segment which should soon be 50% of revenue. The company is also focused on lowering costs which shows in the q1 report and should eventually flip the company back to consistent profitability."
X Link 2024-06-05T14:37Z [----] followers, [----] engagements
"@Chaka7723 That's likely the case but with this meh quarter right before the vote we need the management to do some sweet talk tomorrow to make sure the vote passes"
X Link 2024-06-10T22:51Z [----] followers, [---] engagements
"$astl decent quarter despite operational problems causing lower production due to high steel price. Plate mill upgrade complete. Great. EAF commissioning at the end of the year. The only thing keeping this thing down is steel prices. The market seems to have no future view with this stock. I would have waited until now to buy if I knew the market still wasn't going to start pricing the EAF into the stock months away from commissioning. Grazy. It's a steal"
X Link 2024-06-20T22:59Z [----] followers, [----] engagements
"$vxtr Perfect scene for this Logan=Gary Kendall=Al https://www.youtube.com/watchv=Cy9KkuPmQ_s $vxtr is a real-life Succession episode https://t.co/oA7nZdWWsc https://www.youtube.com/watchv=Cy9KkuPmQ_s $vxtr is a real-life Succession episode https://t.co/oA7nZdWWsc"
X Link 2024-06-21T18:44Z [----] followers, [----] engagements
"$aoi $aoi.to This deal would mean: - about 50% dilution with a 2-year lock-up on the new shares - 2x production(increasing Prime ownership from 50% to 100%) - Existing shareholders will own a smaller % of the Namibian South African and Equatorial Guinea assets. Seems reasonable since the Prime is clearly the most valuable asset based on the current information available. More direct shareholder returns. - Base dividend of 100m USD if oil price supports it - At least [--] percent of excess annual free cash flow after the Base Dividend paid to shareholders as supplemental dividends and/or share"
X Link 2024-06-24T12:27Z [----] followers, [----] engagements
"This does make me think now that they failed this route. These guys have a lot of shares still. They tried to take over the board. And Al proposed a buyout offer early this year. I would not be surprised to see a buyout offer connected to these guys in the future"
X Link 2024-06-28T13:44Z [----] followers, [---] engagements
"$astl stock price has recently come back up. Despite the fact that the steel price is still performing poorly. This is because $clf acquired $stlc.to at a big premium. At 3.4B CA$ EV. $astl current EV is 129B CA$ And while Algoma's profitability has been worse than Stelco's in recent years the numbers do not include the recently completed plate mill upgrade(increased plate production) or the EAF transition(increased production+better margins) starting late [----]. If we look into the future a bit Algoma will be fundamentally more valuable than $stlc was when it was acquired. Also correct me if"
X Link 2024-07-22T20:02Z [----] followers, [----] engagements
"$act.v $acthf Nyse listing would be important for many reasons. One reason is how many people have trouble accessing the stock. Just from my experience Nordnet( biggest broker in the Nordics) No access Danske Bank No access and Degiro(big european discount broker) No access. Needed to go to Lynx Broker (which uses Interactive Brokers platform) to get access to Aduro stock"
X Link 2024-07-23T11:20Z [----] followers, [----] engagements
"My new Aduro $act $act.v $acthf write-up. https://almostmongolian.com/p/aduro-clean-technologies-huge-potential https://almostmongolian.com/p/aduro-clean-technologies-huge-potential"
X Link 2024-07-29T12:04Z [----] followers, [----] engagements
"@Chaka7723 Those can be found in the recent MD&A. But you would have to consider the cost cuts when looking at them and that Bluewater is ramping up. You can't just exclude 49.5% of bluewater"
X Link 2024-07-30T16:07Z [----] followers, [---] engagements
"You are emotional about this stock. It's always Gary and Mariusz etc. Do you really think they wont provide a pro-forma eventually Is that the important thing here I made a mistake buying at high prices. I made a good decision buying low prices. Valuation and risk/reward is everything. I'm not in this because I just trust Gary so much. I'm in this because of deleveraging(happened) profitability(moving towards it) Bluewater(increasing clients) and change in the market condition with interest rates decreasing in the coming years. All this I think makes for a good risk/reward for the stock going"
X Link 2024-07-30T16:26Z [----] followers, [---] engagements
"@Chaka7723 Warning noted"
X Link 2024-07-30T16:38Z [----] followers, [---] engagements
"@Chaka7723 That makes sense. I quess that's what you get from not paying Elon"
X Link 2024-07-31T12:44Z [----] followers, [--] engagements
"@ObscurValuation Don't call Finland socialist or compare it to Venezuela. One of the big parties in Finland is the "social democrats" if that is what you mean. Their ideology is far from Maduro/Chavez but currently Finland has a right wing goverment and the biggest party is pro free-market"
X Link 2024-07-31T15:31Z [----] followers, [---] engagements
"@ObscurValuation And in the economic freedom index we rank as number [--] in the world in property rights and Venezuela is in the bottom 3"
X Link 2024-07-31T15:58Z [----] followers, [---] engagements
"@ValueEric That fcf is based on what happens at red sea"
X Link 2024-07-31T17:09Z [----] followers, [---] engagements
"@ValueEric Really Thats interesting"
X Link 2024-07-31T17:19Z [----] followers, [---] engagements
"$pbr $pbr.a Get me up to speed here. Sold this late last year after a great run😎 Did anything change in a negative direction since then Has Lula been mean to this precious company😤😤😤"
X Link 2024-08-01T14:34Z [----] followers, [----] engagements
"The stock was higher at lower oil prices and it was cheap then. So I'm assuming there is something else that is keeping it down"
X Link 2024-08-01T14:47Z [----] followers, [---] engagements
"$aoi.to $eog.v I think this deal sucks for $aoi. $aoi is giving up 115m CAD worth of shares and warrants to get a tiny increase in a block that has not been drilled once. So $aoi cancels their $eog shares and gets 1% off 3B/4B. Great. But wait a minute $aoi ALREADY owned roughly 1% of 3B/4B through their investment in $eog shares. 09375%=non-diluted basis 101%=diluted basis(warrants converted) So they canceled their $eog shares for basically NOTHING and just gave away all the value that was in $eog shares for their other assets. I included a picture of the other assets $eog owns that $aoi"
X Link 2024-08-02T02:15Z [----] followers, [----] engagements
"And I don't say they should have sold the $eog shares because I think $eog will perform poorly. I'm just in general not a fan of my companies investing in other public companies because I can do that myself. I want my companies to go for investments that are out of my reach. Like buying oil fields in Thailand from bankruptcy😏"
X Link 2024-08-02T02:22Z [----] followers, [---] engagements
"$esi.to Decent results. The stock is down today. I think has more to do with the oil price and the market plunging at the same time today. Great place to add imo. Added. Canada and International were strong while the US was weak but despite this they had strong cash flow and around 80m of debt paid off this quarter with a 420m market cap. If or when the US market starts improving Ensign will start having record quarters. US and Canada will be competing for rigs and companies are not doing new-builds and old rigs are getting decommissioned or scrapped"
X Link 2024-08-02T17:59Z [----] followers, [---] engagements
"Sold $astl today up 50% from my cost-basis. I still like it at this price but at 10$ the risk/reward is worse than at 6-7$. I have been doing this with $astl selling or reducing position at 10$ and buying back at 6-7$ as the company has regular accidents at their facility where the stock dips down. Something always falls apart or lights on fire. Also I would like to get more clarity from the company about the EAF ramp. Guidance on operating costs maintenance capex and production guidance. Why can't they give some guidance on that They are very vague about it and I don't like that"
X Link 2024-08-15T14:57Z [----] followers, [----] engagements
"$vxtr Gary answered my email "No stock base compensation. Totally up to the BOD at the end of [--] months based upon performance. " That is quite shareholder friendly. Isn't it But let's hear the negative spin. I'm waiting for it and I'm disappointed if I don't hear it"
X Link 2024-08-16T11:32Z [----] followers, [----] engagements
"@Chaka7723 There we go. It is not a clear net positive that increases confidence on the Ryan/Gary team"
X Link 2024-08-16T11:41Z [----] followers, [---] engagements
"I wonder if this would have even happened of certain people didn't try to take over the management and the board recently. Gary and Ryan working for free could be a positive side effect of that as they will solidify their positions with this move"
X Link 2024-08-16T13:46Z [----] followers, [---] engagements
"I avoid pure exploration companies like the plague but $eog.v is quite interesting. Next $sei.v The 3b/4b drilling next year and it's a very interesting prospect. I know about it through $aoi but unlike $aoi this company actually has good torque to it due to a much lower MC. Also many other interesting assets. They are in the best places to look for oil right now"
X Link 2024-08-24T19:16Z [----] followers, [----] engagements
"Started a small position in $eog.v Eco Atlantic Oil and Gas. Rare exploration bet. Great risk/reward from this price. Many potential paths to victory. There are a lot of catalysts happening during the following months and [----] but currently nothing is happening. It's always the best time to get in when nothing is happening. If something is happening get out it's over. They have 5.25% of 3b/4b. This will be drilled in [----] by Total. Eco has the first [--] wells carried and this deal also provides them with about [--] million USD over time. This means ECO will avoid having to raise for a while which"
X Link 2024-08-28T00:24Z [----] followers, [----] engagements
"@Jam_invest I checked that again. Remembered wrong. They have not bought yet. they made an offer to buy a big stake in the Mopane field"
X Link 2024-08-28T00:57Z [----] followers, [---] engagements
"@Jam_invest https://energycapitalpower.com/petrobras-namibias-mopane-discovery/ https://energycapitalpower.com/petrobras-namibias-mopane-discovery/"
X Link 2024-08-28T00:59Z [----] followers, [--] engagements
"Post $aoi transaction where 15% of $eog.v shares are canceled at the current stock price $eog.v market cap is 51m USD. They will receive 8.3m USD next month and 115m USD next year with the first exploration well. In total 19.8m USD or 38% of their market cap while they will be drilling and pursuing multiple farm-downs in the best exploration areas in the world. This is what makes $eog.v situation so different from its peers. Usually in exploration you wait for positive results and hope it will be enough to make the stock survive the next round of dilutive financing where bigger players will"
X Link 2024-08-30T12:55Z [----] followers, [----] engagements
"New $mind article. It's a write-up and an update combined. A write-combined-up If you don't know about Mind It's time to take a look or if you have passed it in the past. It's time to take another look. https://almostmongolian.com/p/mind-technology-delicious-dip https://almostmongolian.com/p/mind-technology-delicious-dip"
X Link 2024-09-09T00:29Z [----] followers, [----] engagements
"@Undertaker1895 That's hard to say. These things are complicated. Maybe acquisition is in the works and then they back down. Regardless my argument was more about how they are an attractive acquisition target"
X Link 2024-09-09T13:37Z [----] followers, [--] engagements
"$mind earnings: 14m operating income 798k net income on 10m of revenues. The gross profit margin was 476% which was a positive surprise because usually it has been around 43%. The CEO said on the call that the higher GM is "more sustainable" Backlog down from 31m to 26.2m. Not good but expected and considering the silence on new orders it was better than I expected. They said they have received more than 6m orders after July [--] and also that they have a lot of pending orders. Inventories are unusually high at 19m. They said they pre-bought inventory and expect that they will be able to "work"
X Link 2024-09-13T00:00Z [----] followers, [----] engagements
"@Undertaker1895 Maybe. Kraken should be the one to take over Mind. They have the valuation to use their equity for it"
X Link 2024-09-13T12:14Z [----] followers, [---] engagements
"$mind finally an order announcement of 5.1m USD and 7.9m of orders since july 31st. This stock dipped all the way to 3.05$ and the reasons were 1) selling of common shares post-preferred stock conversion 2) lack of positive news like announcements of new orders while the selling was happening. [--] short term issues while long- and mid term fundamentals were strong. More about this in my article "Mind Technology: delicious dip" which is my pinned tweet now. Now the stock is 4.11$. I think the stock remains easy money until 6$. Meaning it doesn't require a lot to get there. Growing"
X Link 2024-09-23T11:37Z [----] followers, [----] engagements
"@blinkythefish Toronto You mean TSX uplisting"
X Link 2024-09-25T15:08Z [----] followers, [---] engagements
"I used the recent dip to lower my $mmi.ax cost basis to [-----] AU$ during the move down from [----] to [----] bauxite price went up and they have reached their goal production but were a bit late on the ramp up which was basically the only negative news. It's looking good for the future. They are likely going to be debt-free next year "The end of half net debt position was $57 million and Metro expects to further reduce its net debt in 2H [----] with additional debt repayments of $23 million with strong operating cash flow" Also the CEO said in a presentation on [----] that he expects monthly"
X Link 2024-09-30T15:34Z [----] followers, [----] engagements
"$mmi.ax +500 million AUD market cap is inevitable. Patience. Note: "Notably the September results were achieved despite a temporary under-keel clearance declaration in the channel which restricted barge tonnages. This is being resolved through the current bed levelling campaign." and "As the new flow sheet is optimised along with more favourable ore moisture and tides Metro expects to see similar gains in monthly production and shipping rates in the coming months." Combine this with higher prices starting to be realized from q4 onward=Big FCF @MetroMining is pleased to announce that the"
X Link 2024-10-03T02:38Z [----] followers, [----] engagements
"$vle.to will have a negative EV assuming below current Brent price at 2025e with a conservative production assumption of [----] bbl/d. Based on recent PR they achieved [----] bbl/d on september"
X Link 2024-10-03T15:46Z [----] followers, [----] engagements
"@Refinedman2 That was Auctus Advisors. I think it's uncertainty about capital allocation(no buybacks no dividends some aqcuisition on the works likely) tax restructuring still not happened and the sector in general is not liked"
X Link 2024-10-03T17:00Z [----] followers, [---] engagements
"$mmi.ax strong recovery. Mid-September was one of the clearest BTFD moments of the year. Here is a pretty recent article about Bauxite with Metro https://resourcesrisingstars.com.au/boring-bauxite-develops-a-shine-as-supply-and-demand-drift-apart/ https://resourcesrisingstars.com.au/boring-bauxite-develops-a-shine-as-supply-and-demand-drift-apart/ https://resourcesrisingstars.com.au/boring-bauxite-develops-a-shine-as-supply-and-demand-drift-apart/ https://resourcesrisingstars.com.au/boring-bauxite-develops-a-shine-as-supply-and-demand-drift-apart/"
X Link 2024-10-16T11:38Z [----] followers, [----] engagements
"New $vle.to corporate presentation is good -Tax restructure delayed but still in play -It sounds like an acquisition coming soon. Look at all that water not occupied by Valeura The presentation says "Major companies exiting due to materiality" and it shows Chevron's oil fields close to Valuera's fields. Coincidence "-Capacity for share buybacks in the short to mid terms -Future growth will support sustainable dividend" I don't think these were included in the previous presentation. Getting closer to shareholder returns. "Strategy for Gulf of Thailand Assets [--]. Drilling and operations to"
X Link 2024-10-19T09:26Z [----] followers, 18.3K engagements
"Massive $eog.v write-up(1/3 free) My favorite- and only pure exploration play. Also mentioned: $sei.v $aoi.to https://almostmongolian.com/p/eco-atlantic-oil-and-gas-rare-exploration https://almostmongolian.com/p/eco-atlantic-oil-and-gas-rare-exploration"
X Link 2024-10-20T17:57Z [----] followers, [----] engagements
"@ShakeyPremis @qazpl99 Some thai gov bureaucrat with his feet on the desk probably holding it up"
X Link 2024-10-22T20:06Z [----] followers, [---] engagements
"Short S*bstack post (fully free) Also briefly talking about $astl and $btu https://almostmongolian.com/p/follow-your-ex-investments https://almostmongolian.com/p/follow-your-ex-investments"
X Link 2024-11-01T17:29Z [----] followers, [----] engagements
"$act.cn $acthf future ticker $adur Nasdaq IPO expected next Tuesday. This was my take on the Aduro uplisting in my write-up They were originally going for NYSE and changed it to Nasdaq. One day after releasing this article Aduro announced their collaboration with Total in [----]. After that we haven't had a big news release. I wonder if they have been holding off releasing more positive news until the IPO. It would make sense to release additional positive news at the time of the IPO to bring excitement to the stock as they uplist. Positive news either way. A stock like this needs to reach a"
X Link 2024-11-02T18:50Z [----] followers, [----] engagements
"@CharlieFlorimon all this+oil price is up and the stock has barely up from the lows. Wild"
X Link 2024-11-04T14:12Z [----] followers, [---] engagements
"$vle.to Big News. Restructuring to better take advantage of tax losses is finally done. Although Jasmine field which is around 1/3 of production is not included Still before only Wassana 20% of production could take advantage of tax losses and now 2/3 can. This has a material positive impact on earnings"
X Link 2024-11-05T08:25Z [----] followers, [----] engagements
"@ShakeyPremis @NameValue @The_Godas "This is me at the Grand Canyon""
X Link 2024-11-05T09:41Z [----] followers, [--] engagements
"Strong results from $illm.to The new CEO said they are going to return to revenue growth in the 3rd quarter and they did with a 23% y-o-y increase. A strong start from him. Note that the valuation of this company was not pricing in any growth. Revenue has been pretty much flat since [----]. Getting back to consistent growth should transform the valuation Interesting to see the market reaction"
X Link 2024-11-08T12:59Z [----] followers, [----] engagements
"$adur $act.v released the post-Nasdaq IPO positive news release. Based on the results delivered by Aduro's technology they are now expanding this relationship. Chrissie Walsh Sustainability Manager of GF Building Flow Solutions Americas. We look forward to investigating the ability of Aduros HCT to provide a sustainable and cost-effective solution for our cross-linked polymer waste stream. We hope to continue building our relationship into a commercial scale solution. Now we have this one and Total moving closer to commercialization. I think If we get even one commercial large-scale project"
X Link 2024-11-12T12:18Z [----] followers, [--] engagements
"$adur $act.v released positive news. I thought this might happen just after the Nasdaq IPO. I think we'll see new stock price highs before the year ends. Based on the results delivered by Aduro's technology they are now expanding this relationship. Chrissie Walsh Sustainability Manager of GF Building Flow Solutions Americas. We look forward to investigating the ability of Aduros HCT to provide a sustainable and cost-effective solution for our cross-linked polymer waste stream. We hope to continue building our relationship into a commercial scale solution. Now we have this one and Total moving"
X Link 2024-11-12T12:29Z [----] followers, [----] engagements
"Maybe I should not say this because $esi.to has a habit of going down after going above 4$ but I think we are going into an environment where the stock reaches a higher level more sustainably. [---] years of "drill baby drill" rhetoric in the US -TMX pipeline in Canada LNG Canada+US LNG expansion. Infrastructure-driven bullish factors -Continuous deleveraging -Fairfax grabbing all of the cheap shares The stock has gone up 48% YTD despite oil price being down 2% YTD seems like a decoupling of some sort with the market seeing that the investment case works without a high oil price"
X Link 2024-11-12T14:40Z [----] followers, [---] engagements
"Portfolio + % up or down from cost-basis From biggest to smallest position: [--]. $vle.to 😎 +40% [--]. $adur 🚀 +245% [--]. $mind 🥱 +3% [--]. $mmi.ax 🐊+15% [--]. $illm.to 🤓 +16% [--]. $vxtr.v 🤬 -71% [--]. $gmx.to 🧐 +42% [--]. $esi.to 🤠 +16% [--]. $aoi.st 🫡 +18% [--]. $eog.v 😏 -125% [--]. $smsi 💀 -68%"
X Link 2024-11-14T15:27Z [----] followers, 10.7K engagements
"New $aoi $aoi.to $aoi.st article(60% free) Explaining why I left and returned to $aoi and why I think there is a high probability of the stock rerating in the first half of [----] https://almostmongolian.com/p/africa-oil-like-i-never-left https://almostmongolian.com/p/africa-oil-like-i-never-left"
X Link 2024-11-19T15:36Z [----] followers, [----] engagements
"Got some $sei.v finally. Lot of catalyst coming and the trading halt of Pancontinental could mean something good"
X Link 2024-11-20T19:11Z [----] followers, [----] engagements
"$mmi.ax leverage got de-risked. Great news. Stock has now almost doubled from the september lows"
X Link 2024-11-27T00:11Z [----] followers, [----] engagements
"New $vle.to CEO interview also released. some notes: -200m extra near-term cash flow from tax losses "supercharging" the company -Q4 production 26k BPD and even higher going into [----] -Expectation for [----] production above analyst guidance -"looking at a really good number" talking about the [----] reserve replacement number -"Early in January we'll actually release our year-end or quarter-end results watch for the cash flow the cash numbers there we think it's going to be a very good quarter for us" -Wassana redevelopment to extend production to mid-2030s even potentially to 2040s. Decision on"
X Link 2024-11-27T11:24Z [----] followers, [----] engagements
"@Refinedman2 @JoeCurragh @baroninvestment How do you get fcf of 157m"
X Link 2024-11-27T18:31Z [----] followers, [--] engagements
"Namibia [----] million population -4724$ GDP per capita. -Potential to produce millions of barrels of oil per day. -Becomes the richest country in Africa during the 2030s if it supports offshore oil development so I think it will My trio $aoi.to $sei.v $eog.v to benefit"
X Link 2024-11-28T14:44Z [----] followers, [----] engagements
"Guyana's GDP per capita after its oil boom"
X Link 2024-11-28T14:49Z [----] followers, [---] engagements
"One thing is for sure is that the namibian politicians and government officials are going to get rich. I'm mostly thinking about will the Namibian gov support this oil boom using Guyana as an example. Hard to know how much some guy in an village will benefit could be equatorial guinea situation where average person still stays very poor"
X Link 2024-11-29T08:51Z [----] followers, [--] engagements
"Cutting around half of $mmi.ax position here. I think it's eventually going above 01$ but I don't think it will be a straight line to that price. So keeping core position while trying to do some timings"
X Link 2024-11-29T10:44Z [----] followers, [---] engagements
"$vle.to multi-year high while the oil price is in the trash. Company specific fundamentals are usually more important than the commodity price. But this stock will be even more fun when the oil price starts recovering"
X Link 2024-11-29T18:18Z [----] followers, 20.5K engagements
"@AnonValue @rubicon59 Production is too low and ARO is not a real liability as Valuera keeps extending the life of their fields"
X Link 2024-11-29T22:32Z [----] followers, [---] engagements
"@GSinghInvesting I don't have a precise number. More than now. Double digits"
X Link 2024-11-30T11:55Z [----] followers, [--] engagements
"@AnonValue @rubicon59 They have over-delivered on production and reserve replacement so far so I would predict high 20s but the bigger factor to production is the acquisitions that they are pursuing and have a goal of 100k barrels per day by the end of 2026"
X Link 2024-11-30T12:29Z [----] followers, [--] engagements
"Pretty good $mmi.ax operations update apart from a ruptured belt and a generator failure but that's just par for the course with these companies. Wet season coming up creates some uncertainty but with the debt restructuring the risk from that is lessened"
X Link 2024-12-02T23:54Z [----] followers, [---] engagements
"Post-election stock price action in onshore driller stocks like $esi.to $pds $nbr is showing that the market doesn't really believe that "drill baby drill" is happening next year. These stocks would be running otherwise. I think $esi.to will do well even if the drilling boom in the US doesn't happen"
X Link 2024-12-03T21:03Z [----] followers, [----] engagements
"@lasse108 Not very smart to leak the password for the money. I'm gonna go to that website and take it. Early retirement is here I'll tweet back from Tahiti"
X Link 2024-12-07T22:37Z [----] followers, [---] engagements
"$mmi.ax Bauxite surging and Q4 is about to have strong cash flow with Q3 average price and record production. 1st half is set up to be very strong. Maybe they can pay off all their debt by the end of the first half of [----]. One thing to look out for is that if that dispute between EGA and Guinea gets resolved the bauxite price will likely fall. Although I'm not sure about that as the underlying supply/demand fundamentals are still good"
X Link 2024-12-08T21:04Z [----] followers, [----] engagements
"@pranshu_74 Market cap can be easily found. My base case has been 500m with upside from bauxite price and operational performance"
X Link 2024-12-09T08:45Z [----] followers, [--] engagements
"@wbspreadsheet My $mind is clear and I see 💰💰💰"
X Link 2024-12-11T15:01Z [----] followers, [---] engagements
"@chaka23121 @fs24264828 I will forgive your bearishness but I won't forget it "You can recover" This is not my only stock. Maybe I'll do a whole long analysis at some point about the risk/reward at 29m USD market cap and at 65m EV but I really don't want to spread a lot of positivity rn about vxtr"
X Link 2024-12-12T16:50Z [----] followers, [---] engagements
"$mind $mindp finally has a corporate presentation $mind is cluttered with crypto stuff which is why I still include $mindp"
X Link 2024-12-18T17:27Z [----] followers, [----] engagements
"@SFarringtonBKC I think people like to read about stocks that they already like rather than reading about new investment ideas"
X Link 2024-12-18T17:39Z [----] followers, [---] engagements
"$aoi.to $aoi.st is trading at a ridicilous valuations and in my opinion is one of the easiest 50-150% re-ratings I have seen at [--] SEK with low downside potential due to their strong balance sheet and being a low cost producer with exploration assets potentially being as valuable as their production assets. The market cap now pro-forma BTG deal is the same as oct [----] but Africa Oil will have 100% of Prime instead of 50%. Venus more advanced with results coming soon and 3B/4B drilling soon. So double the cash flow and more catalyst from orange basin with 100m USD base dividend+buybacks"
X Link 2024-12-20T08:44Z [----] followers, [----] engagements
"If I was a big tin bull(I lean bullish) I would def get mlx rn but I have learned not be a bull on any commodity or me being bullish that commodity being a secondary consideration. 100m is pretty much the bear case for metro at this moment. Mlx like I said I'm not a fan of what they're doing with First tin. And I think deleveraging is a better catalyst than cash piling up in general. Unless you have an amazing track record at acquisitions(like vle I mentioned earlier) Leaves much less room for screw ups when you are just paying back debt and de-risking. Easier re-rating"
X Link 2024-12-20T22:12Z [----] followers, [---] engagements
"@respeculator Thx. I have one stock $esi.to o&g onnshore drilling only thing they do is pay off debt from cash flow. Around 200m per year as base case and 500m market cap. Every quarter less debt less interest payments less risk"
X Link 2024-12-20T22:33Z [----] followers, [---] engagements
"AlmostMongolian Christmas Special🎄🎅 The BIG $eog.v and $smsi write-ups are 100% free for few days EOG.V article: SMSI article: https://almostmongolian.com/p/smith-micro-software-death-spiral https://almostmongolian.com/p/eco-atlantic-oil-and-gas-rare-exploration https://almostmongolian.com/p/smith-micro-software-death-spiral https://almostmongolian.com/p/eco-atlantic-oil-and-gas-rare-exploration"
X Link 2024-12-24T18:19Z [----] followers, [----] engagements
"Sold $esi.to +30% from cost basis. I still like the stock and think it will go higher as the company develerages but at this price the stock is not an amazing risk/reward anymore. I can find a better plays than this from micro caps. Cheaper more unknown more asymmetric. I'm thinking whether I should have waited for Trump to start signing his "drill baby drill" executive orders. Could cause a rally but on the other hand it should be pretty priced in. Also I didn't like the convertible they announced"
X Link 2025-01-10T18:26Z [----] followers, [----] engagements
"@Jam_invest Takeover would make sense and it would piss me off but I never hold just on hopes of a takeover"
X Link 2025-01-10T18:37Z [----] followers, [---] engagements
"Big [----] Recap+Portfolio Update. Fully free article All stocks mentioned: $vle.to $mind $adur $vxtr $aoi.st $aoi.to $mmi.ax $illm.to $gmx.to $sei.v $smsi $cert.v $eog.v $png.v $astl $esi.to $elr.to $mlx.ax $rze.v $qmci $pei.v $tnz.to https://almostmongolian.com/p/almostmongolian-2024-recapportfolio https://almostmongolian.com/p/almostmongolian-2024-recapportfolio"
X Link 2025-01-13T13:01Z [----] followers, 17.1K engagements
"@butchieodwyer This shows that we can say the UNIB deal goodbye for good. Good thing is that this shows BMO is working with them and the worst scenario some people were fearing is not likely. Clearly BMO wants Voxtur to do something to reduce debt. Likely a sale of another asset"
X Link 2025-01-14T22:32Z [----] followers, [---] engagements
"@mindcriticalthe Bad drill result on one of sintanas other blocks. Not mopane. Overblown reaction imo"
X Link 2025-01-24T20:50Z [----] followers, [---] engagements
"@Jam_invest True. But even if I use the Namcor OOIP of [---] billion barrels the valuation difference is still large and Tamboti was way more uncertain when the Impact 843m valuation was done and we don't have results from it yet so we don't know it's size"
X Link 2025-01-25T19:29Z [----] followers, [---] engagements
"Sold my remaining 40% of the original position $mind. Gain of +189% above cost basis. This 40% was still my second-largest position before selling today. 60% of the position was sold at +110-150% gain. In terms of MONEY not % gain. I had many 8-10x commodity stocks in 2020-2022 but small positions so many of those didn't matter much. Position sizing is key. So in terms of MONEY this was the biggest winner for me so far. It was already my [--] second biggest position when the stock was at 3-3.25$ and I loaded up at that price. So why sell didn't I just say I would hold the 40% long-term Yes."
X Link 2025-02-19T15:27Z [----] followers, [----] engagements
"" $mind technologies delicious dip" released September 9th. The stock is up 231% since it was released. One of my worst-performing free articles in terms of views likes and new subscriber generation. If I released another article today about Mind I expect it would be much more popular. https://almostmongolian.com/p/mind-technology-delicious-dip Sold my remaining 40% of the original position $mind. Gain of +189% above cost basis. This 40% was still my second-largest position before selling today. 60% of the position was sold at +110-150% gain. In terms of MONEY not % gain. I had many 8-10x"
X Link 2025-02-19T15:38Z [----] followers, [----] engagements
"New BIG write-up about $BEAT my newest pick. 1/3 is free. That should already provide a good idea of the investment thesis. https://almostmongolian.com/p/heartbeam-the-device https://almostmongolian.com/p/heartbeam-the-device"
X Link 2025-03-25T17:35Z [----] followers, [----] engagements
"Interesting situation in a stock I wrote about last August $KMR.L Kenmare Resources They rejected a [-----] million takeover bid in early March and are currently trading at [---] million. Kenmare basically said it's not enough and is indicating they are trying to get more. It's an interesting arbitrage/bidding war situation and even if the deal falls apart the stock is still trading pretty cheaply even after a 50% run after the announcement. 6% div+buybacks. When I wrote about it in August I thought it was quite cheap but that was it. There wasn't anything else to it and it's a single asset mine"
X Link 2025-04-02T16:29Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing