[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ArrakisGlobal Arrakis Global Arrakis Global posts on X about $arcc, $cambbe, $uamy, $rhmde the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1772204205475770368/interactions)  - X Week XXXXXXX +624% - X Month XXXXXXX +267% - X Months XXXXXXX -XXXX% - X Year XXXXXXX +796% ### Mentions: XX [#](/creator/twitter::1772204205475770368/posts_active)  - X Week XX -XX% - X Month XXX +1.80% - X Months XXX -XX% - X Year XXX +177% ### Followers: XXXXX [#](/creator/twitter::1772204205475770368/followers)  - X Week XXXXX +14% - X Month XXXXX +19% - X Months XXXXX +56% - X Year XXXXX +215% ### CreatorRank: XXXXXXX [#](/creator/twitter::1772204205475770368/influencer_rank)  ### Social Influence [#](/creator/twitter::1772204205475770368/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$arcc](/topic/$arcc) #6, [$cambbe](/topic/$cambbe) #1, [$uamy](/topic/$uamy) #8, [$rhmde](/topic/$rhmde) #36, [$glen](/topic/$glen) #1, [$bxsl](/topic/$bxsl) 1.22%, [$mfic](/topic/$mfic) #1, [copper](/topic/copper) #312, [$apo](/topic/$apo) #21, [$rwede](/topic/$rwede) #84 **Top accounts mentioned or mentioned by** [@ecommerceshares](/creator/undefined) [@cultivatedbeta](/creator/undefined) [@yellowlablife](/creator/undefined) [@nstepmum](/creator/undefined) [@chamath](/creator/undefined) [@billypasdemates](/creator/undefined) [@victaurs](/creator/undefined) [@edwarddigi](/creator/undefined) [@blondesnmoney](/creator/undefined) [@hungryfeed](/creator/undefined) [@ulfhuse](/creator/undefined) [@valuesituations](/creator/undefined) [@humanperson411](/creator/undefined) [@magotrader](/creator/undefined) [@excessdefaults](/creator/undefined) [@radnorcapital](/creator/undefined) [@osculum_capital](/creator/undefined) [@tuvidux](/creator/undefined) [@valuedrift](/creator/undefined) [@tomsmith839](/creator/undefined) **Top assets mentioned** [Ares Capital, Corp. (ARCC)](/topic/$arcc) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Cameco Corporation (CCJ)](/topic/$ccj) [Blackstone, Inc. (BX)](/topic/$bx) [Realio Network (RIO)](/topic/$rio) [BHP Group Limited (BHP)](/topic/$bhp) [Eli Lilly and Company (LLY)](/topic/$lly) [Harmony Gold Mining Company Limited (HMY)](/topic/$hmy) [SPX6900 (SPX)](/topic/$spx) [STARWOOD PROPERTY TRUST, INC. (STWD)](/topic/$stwd) [TAC Protocol (TAC)](/topic/$tac) [TALEN ENERGY CORP (DE) (TLN)](/topic/$tln) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Morgan Stanley (MS)](/topic/morgan-stanley) [Ares Protocol (ARES)](/topic/$ares) [Golub Capital BDC, Inc. (GBDC)](/topic/$gbdc) [Rumble Inc. Class A Common Stock (RUM)](/topic/$rum) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Micron Technology, Inc. (MU)](/topic/$mu) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [EQT, Corp. (EQT)](/topic/$eqt) [Coterra Energy Inc (CTRA)](/topic/$ctra) [MP Materials Corp. (MP)](/topic/$mp) ### Top Social Posts [#](/creator/twitter::1772204205475770368/posts) --- Top posts by engagements in the last XX hours "GS note on majors and commodity views $GLEN $ANTO $AAL.L $RIO $BHP" [X Link](https://x.com/ArrakisGlobal/status/1948359366895145214) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-07-24T12:27Z 2415 followers, 2564 engagements "$RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis" [X Link](https://x.com/ArrakisGlobal/status/1904473967601021091) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-03-25T10:02Z 2415 followers, 5661 engagements "Happy $RWE.DE $RWE XX Going to 50+" [X Link](https://x.com/ArrakisGlobal/status/1976192359248335034) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-09T07:45Z 2415 followers, 2465 engagements "$TKA.DE $TKMS Spinoff in progress" [X Link](https://x.com/ArrakisGlobal/status/1940426393936187460) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-07-02T15:04Z 2407 followers, XXX engagements "$GQG.AX AFAIK Jain has continued to see the ball. Took off oversized $LLY before this crash and has repositioned defensively. Stock down a lot in Aussie session" [X Link](https://x.com/ArrakisGlobal/status/1953709187663356269) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-08-08T06:45Z 2406 followers, XXX engagements "$BXSL $ARCC $MFIC $BBDC from yesterday's Barons article on BDCs:" [X Link](https://x.com/ArrakisGlobal/status/1968224550728183925) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-17T08:04Z 2407 followers, 2266 engagements "Woke up with the same feeling wish $MTAL didn't get taken out. was thinking of buying $HMY now that they have decent copper assets" [X Link](https://x.com/ArrakisGlobal/status/1972587419099947420) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-29T09:01Z 2406 followers, 1557 engagements "$CCJ silly upside growth from nuclear station buildout at Westinghouse this will produce a lot of FCF when these deals materialise and cause big guidance increase" [X Link](https://x.com/ArrakisGlobal/status/1972738472885788908) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-29T19:01Z 2406 followers, 1597 engagements "$CCJ CEO cites overwhelming demand for nuclear buildout XX AP1000s is huge for Westinghouse which Cameco owns XX% of" [X Link](https://x.com/ArrakisGlobal/status/1972738867230126108) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-29T19:02Z 2406 followers, 1367 engagements "$ARCC through the cycles" [X Link](https://x.com/ArrakisGlobal/status/1976422034474402038) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-09T22:58Z 2406 followers, 1347 engagements "Compass highlights $ARCC conservative approach and current positioning" [X Link](https://x.com/ArrakisGlobal/status/1976552475453710494) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-10T07:36Z 2406 followers, 1239 engagements "Its going to be interesting to look at TSRs of my BDC and MREIT buys last few days and comp to $SPX in X year $ARCC $BXSL $MFIC $STWD" [X Link](https://x.com/ArrakisGlobal/status/1978151868560785792) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-14T17:32Z 2406 followers, 2544 engagements "$CAMB.BE European antimony. 5-6x EBITDA Disc. Long Think this moons when people get familiar with the name. Its the worlds second largest producer. Based in Belgium (NATO HQ) $UAMY is much smaller and less profitable in comparison" [X Link](https://x.com/ArrakisGlobal/status/1977743386896396702) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-13T14:29Z 2416 followers, 103.1K engagements "Interesting to see where the clearing price is for Milan and Italy as a whole. Think government has been surprised at just how much people are willing to pay for proper European country + XX years tax visibility Gut tells me inflows slow down a lot next year" [X Link](https://x.com/ArrakisGlobal/status/1979202326389837841) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-17T15:06Z 2416 followers, 2107 engagements "$GLEN $GLEN.L $GLNCY Glencore wants 350p+" [X Link](https://x.com/ArrakisGlobal/status/1940335621370974391) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-07-02T09:03Z 2413 followers, 8174 engagements "$TAC TransAlta is an under the radar IPP that is a clear takeover target with good assets in nat gas and an ok renewables portfolio Like this as a catch up trade to the larger ones $VST and $CEG $TLN" [X Link](https://x.com/ArrakisGlobal/status/1952832518836654111) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-08-05T20:42Z 2410 followers, 3200 engagements "$RHM.DE $RENK will be buys again. The cashflows revenues and order backlog all there. 👇🏾" [X Link](https://x.com/ArrakisGlobal/status/1954964834677821541) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-08-11T17:55Z 2413 followers, 1389 engagements "$RHM.DE Current price action around EU defense looks very headline driven (understandable). However 2nd order consequences of a deal where cedes significant territory to forces a double down moment from EU who will look strategically weak" [X Link](https://x.com/ArrakisGlobal/status/1957903712766267426) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-08-19T20:33Z 2413 followers, 1114 engagements "$RHM.DE Not currently long But earnings momentum into latter part of the year + headlines post peace deal around arm and EU needing to save face via aggressive announcements around re armament and boots on the ground create powerful headlines. CMD day also upcoming" [X Link](https://x.com/ArrakisGlobal/status/1957904541115875620) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-08-19T20:36Z 2413 followers, XXX engagements "interesting & good exercise for those of us that have been long alts over the last XX years. I remember buying $BX with a 7x p/e and 8%+ yield back in 2017-18 Are the alts now a great secular short $ARES $BX $APO Answer is probably no. But unsure they are great Long anymore" [X Link](https://x.com/ArrakisGlobal/status/1973859159893553197) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-02T21:14Z 2413 followers, 3528 engagements "$APO -XX% Drawdown from highs. Quite amazing to think Rowan hedged his position close to highs earlier this year" [X Link](https://x.com/ArrakisGlobal/status/1976683261742248277) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-10T16:16Z 2409 followers, 1616 engagements "An easy trade for $APO is buyout $MFIC and fold the assets into $APODS" [X Link](https://x.com/ArrakisGlobal/status/1977379671768506399) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-12T14:23Z 2413 followers, 4357 engagements "Nails it. This is a paradigm change for Europe. Position accordingly. I like $AMG.NL and $CAMB.BE Wouldnt be long $ASML leaning short" [X Link](https://x.com/ArrakisGlobal/status/1977702679674487255) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-13T11:47Z 2413 followers, 17.3K engagements "$UAMY $CAMB.BE $RHM.DE Rheinmetall could / should buy a stake in this" [X Link](https://x.com/ArrakisGlobal/status/1977786088572834164) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-13T17:18Z 2412 followers, 2758 engagements "$ARCC From BBG article" [X Link](https://x.com/ArrakisGlobal/status/1978496852031905915) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-15T16:23Z 2413 followers, XXX engagements "$AEXA $BX Interesting to look at the scope of Blackstones AI / Data center portfolio. I am long one SPAC only which is @chamath new vehicle he is one of the only sponsors that can and will bring a proper institutional grade Co properly funded to the pubs" [X Link](https://x.com/ArrakisGlobal/status/1972954908870762593) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-30T09:21Z 2415 followers, 5333 engagements "$RUM AI narrative starting with @perplexity_ai partnership. Neocloud / power / data center story next 👇🏾" [X Link](https://x.com/ArrakisGlobal/status/1974107900777029953) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-03T13:42Z 2415 followers, 1277 engagements "$UAMY $CAMB.BE in any huge purchase of Antimony from the US EU and NATO Campine will be a front runner. Revenue recently 2x and Ebitda 3x" [X Link](https://x.com/ArrakisGlobal/status/1977743975369859432) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-13T14:31Z 2415 followers, 6928 engagements "$VNOM O&G royalty co $FNV $WPM New long. This is highly cash generative very undervalued stock. Expect buybacks and big distributions" [X Link](https://x.com/ArrakisGlobal/status/1977770042017141165) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-13T16:14Z 2416 followers, 3101 engagements "$CNR $GLEN $EQT $CTRA" [X Link](https://x.com/ArrakisGlobal/status/1979602109558612038) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-18T17:34Z 2416 followers, 1943 engagements "A few thoughts and takeaways from LME week; 1/ Generalists still not hugely involved in the space 2/ Most of the bullishness is around gold and copper; bulks like coal/iron ore still not joining the party 3/ Specialists are largely missing the $UAMY $MP plays" [X Link](https://x.com/ArrakisGlobal/status/1979862393284096313) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-19T10:49Z 2416 followers, 1192 engagements "3/ Because of the burden of too much knowledge cant put 25x multiple on depletion assets 4/ Not much discussion around energy / inputs cost inflation catching up to gold or copper 5/ If it wasnt obvious @YellLabLife is a legend and such an original/ out the box thinker" [X Link](https://x.com/ArrakisGlobal/status/1979862397029675155) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-19T10:49Z 2416 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ArrakisGlobal Arrakis Global
Arrakis Global posts on X about $arcc, $cambbe, $uamy, $rhmde the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +624%
- X Month XXXXXXX +267%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX +796%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +1.80%
- X Months XXX -XX%
- X Year XXX +177%
Followers: XXXXX #
- X Week XXXXX +14%
- X Month XXXXX +19%
- X Months XXXXX +56%
- X Year XXXXX +215%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% travel destinations XXXX% technology brands XXXX%
Social topic influence $arcc #6, $cambbe #1, $uamy #8, $rhmde #36, $glen #1, $bxsl 1.22%, $mfic #1, copper #312, $apo #21, $rwede #84
Top accounts mentioned or mentioned by @ecommerceshares @cultivatedbeta @yellowlablife @nstepmum @chamath @billypasdemates @victaurs @edwarddigi @blondesnmoney @hungryfeed @ulfhuse @valuesituations @humanperson411 @magotrader @excessdefaults @radnorcapital @osculum_capital @tuvidux @valuedrift @tomsmith839
Top assets mentioned Ares Capital, Corp. (ARCC) Blackstone Secured Lending Fund (BXSL) Apollo Global Management, Inc. (APO) Cameco Corporation (CCJ) Blackstone, Inc. (BX) Realio Network (RIO) BHP Group Limited (BHP) Eli Lilly and Company (LLY) Harmony Gold Mining Company Limited (HMY) SPX6900 (SPX) STARWOOD PROPERTY TRUST, INC. (STWD) TAC Protocol (TAC) TALEN ENERGY CORP (DE) (TLN) Vistra, Corp. (VST) Constellation Energy Corp (CEG) Morgan Stanley (MS) Ares Protocol (ARES) Golub Capital BDC, Inc. (GBDC) Rumble Inc. Class A Common Stock (RUM) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Viper Energy Partners LP (VNOM) Franco-Nevada Corporation (FNV) Wheaton Precious Metals Corp. Common Stock (WPM) Micron Technology, Inc. (MU) Cornerstone Building Brands, Inc. (CNR) EQT, Corp. (EQT) Coterra Energy Inc (CTRA) MP Materials Corp. (MP)
Top Social Posts #
Top posts by engagements in the last XX hours
"GS note on majors and commodity views $GLEN $ANTO $AAL.L $RIO $BHP"
X Link @ArrakisGlobal 2025-07-24T12:27Z 2415 followers, 2564 engagements
"$RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis"
X Link @ArrakisGlobal 2025-03-25T10:02Z 2415 followers, 5661 engagements
"Happy $RWE.DE $RWE XX Going to 50+"
X Link @ArrakisGlobal 2025-10-09T07:45Z 2415 followers, 2465 engagements
"$TKA.DE $TKMS Spinoff in progress"
X Link @ArrakisGlobal 2025-07-02T15:04Z 2407 followers, XXX engagements
"$GQG.AX AFAIK Jain has continued to see the ball. Took off oversized $LLY before this crash and has repositioned defensively. Stock down a lot in Aussie session"
X Link @ArrakisGlobal 2025-08-08T06:45Z 2406 followers, XXX engagements
"$BXSL $ARCC $MFIC $BBDC from yesterday's Barons article on BDCs:"
X Link @ArrakisGlobal 2025-09-17T08:04Z 2407 followers, 2266 engagements
"Woke up with the same feeling wish $MTAL didn't get taken out. was thinking of buying $HMY now that they have decent copper assets"
X Link @ArrakisGlobal 2025-09-29T09:01Z 2406 followers, 1557 engagements
"$CCJ silly upside growth from nuclear station buildout at Westinghouse this will produce a lot of FCF when these deals materialise and cause big guidance increase"
X Link @ArrakisGlobal 2025-09-29T19:01Z 2406 followers, 1597 engagements
"$CCJ CEO cites overwhelming demand for nuclear buildout XX AP1000s is huge for Westinghouse which Cameco owns XX% of"
X Link @ArrakisGlobal 2025-09-29T19:02Z 2406 followers, 1367 engagements
"$ARCC through the cycles"
X Link @ArrakisGlobal 2025-10-09T22:58Z 2406 followers, 1347 engagements
"Compass highlights $ARCC conservative approach and current positioning"
X Link @ArrakisGlobal 2025-10-10T07:36Z 2406 followers, 1239 engagements
"Its going to be interesting to look at TSRs of my BDC and MREIT buys last few days and comp to $SPX in X year $ARCC $BXSL $MFIC $STWD"
X Link @ArrakisGlobal 2025-10-14T17:32Z 2406 followers, 2544 engagements
"$CAMB.BE European antimony. 5-6x EBITDA Disc. Long Think this moons when people get familiar with the name. Its the worlds second largest producer. Based in Belgium (NATO HQ) $UAMY is much smaller and less profitable in comparison"
X Link @ArrakisGlobal 2025-10-13T14:29Z 2416 followers, 103.1K engagements
"Interesting to see where the clearing price is for Milan and Italy as a whole. Think government has been surprised at just how much people are willing to pay for proper European country + XX years tax visibility Gut tells me inflows slow down a lot next year"
X Link @ArrakisGlobal 2025-10-17T15:06Z 2416 followers, 2107 engagements
"$GLEN $GLEN.L $GLNCY Glencore wants 350p+"
X Link @ArrakisGlobal 2025-07-02T09:03Z 2413 followers, 8174 engagements
"$TAC TransAlta is an under the radar IPP that is a clear takeover target with good assets in nat gas and an ok renewables portfolio Like this as a catch up trade to the larger ones $VST and $CEG $TLN"
X Link @ArrakisGlobal 2025-08-05T20:42Z 2410 followers, 3200 engagements
"$RHM.DE $RENK will be buys again. The cashflows revenues and order backlog all there. 👇🏾"
X Link @ArrakisGlobal 2025-08-11T17:55Z 2413 followers, 1389 engagements
"$RHM.DE Current price action around EU defense looks very headline driven (understandable). However 2nd order consequences of a deal where cedes significant territory to forces a double down moment from EU who will look strategically weak"
X Link @ArrakisGlobal 2025-08-19T20:33Z 2413 followers, 1114 engagements
"$RHM.DE Not currently long But earnings momentum into latter part of the year + headlines post peace deal around arm and EU needing to save face via aggressive announcements around re armament and boots on the ground create powerful headlines. CMD day also upcoming"
X Link @ArrakisGlobal 2025-08-19T20:36Z 2413 followers, XXX engagements
"interesting & good exercise for those of us that have been long alts over the last XX years. I remember buying $BX with a 7x p/e and 8%+ yield back in 2017-18 Are the alts now a great secular short $ARES $BX $APO Answer is probably no. But unsure they are great Long anymore"
X Link @ArrakisGlobal 2025-10-02T21:14Z 2413 followers, 3528 engagements
"$APO -XX% Drawdown from highs. Quite amazing to think Rowan hedged his position close to highs earlier this year"
X Link @ArrakisGlobal 2025-10-10T16:16Z 2409 followers, 1616 engagements
"An easy trade for $APO is buyout $MFIC and fold the assets into $APODS"
X Link @ArrakisGlobal 2025-10-12T14:23Z 2413 followers, 4357 engagements
"Nails it. This is a paradigm change for Europe. Position accordingly. I like $AMG.NL and $CAMB.BE Wouldnt be long $ASML leaning short"
X Link @ArrakisGlobal 2025-10-13T11:47Z 2413 followers, 17.3K engagements
"$UAMY $CAMB.BE $RHM.DE Rheinmetall could / should buy a stake in this"
X Link @ArrakisGlobal 2025-10-13T17:18Z 2412 followers, 2758 engagements
"$ARCC From BBG article"
X Link @ArrakisGlobal 2025-10-15T16:23Z 2413 followers, XXX engagements
"$AEXA $BX Interesting to look at the scope of Blackstones AI / Data center portfolio. I am long one SPAC only which is @chamath new vehicle he is one of the only sponsors that can and will bring a proper institutional grade Co properly funded to the pubs"
X Link @ArrakisGlobal 2025-09-30T09:21Z 2415 followers, 5333 engagements
"$RUM AI narrative starting with @perplexity_ai partnership. Neocloud / power / data center story next 👇🏾"
X Link @ArrakisGlobal 2025-10-03T13:42Z 2415 followers, 1277 engagements
"$UAMY $CAMB.BE in any huge purchase of Antimony from the US EU and NATO Campine will be a front runner. Revenue recently 2x and Ebitda 3x"
X Link @ArrakisGlobal 2025-10-13T14:31Z 2415 followers, 6928 engagements
"$VNOM O&G royalty co $FNV $WPM New long. This is highly cash generative very undervalued stock. Expect buybacks and big distributions"
X Link @ArrakisGlobal 2025-10-13T16:14Z 2416 followers, 3101 engagements
"$CNR $GLEN $EQT $CTRA"
X Link @ArrakisGlobal 2025-10-18T17:34Z 2416 followers, 1943 engagements
"A few thoughts and takeaways from LME week; 1/ Generalists still not hugely involved in the space 2/ Most of the bullishness is around gold and copper; bulks like coal/iron ore still not joining the party 3/ Specialists are largely missing the $UAMY $MP plays"
X Link @ArrakisGlobal 2025-10-19T10:49Z 2416 followers, 1192 engagements
"3/ Because of the burden of too much knowledge cant put 25x multiple on depletion assets 4/ Not much discussion around energy / inputs cost inflation catching up to gold or copper 5/ If it wasnt obvious @YellLabLife is a legend and such an original/ out the box thinker"
X Link @ArrakisGlobal 2025-10-19T10:49Z 2416 followers, XXX engagements