# ![@AyusoValue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::947785865937477632.png) @AyusoValue Ayuso

Ayuso posts on X about $cmbt, $glng, $dht, $fro the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::947785865937477632/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::947785865937477632/c:line/m:interactions.svg)

- [--] Week [-------] +3,032%
- [--] Month [-------] +537%
- [--] Months [---------] +394%
- [--] Year [---------] +255%

### Mentions: [--] [#](/creator/twitter::947785865937477632/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::947785865937477632/c:line/m:posts_active.svg)

- [--] Week [--] -21%
- [--] Month [--] +6.70%
- [--] Months [---] +65%
- [--] Year [---] +113%

### Followers: [------] [#](/creator/twitter::947785865937477632/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::947785865937477632/c:line/m:followers.svg)

- [--] Week [------] +4%
- [--] Month [------] +5.20%
- [--] Months [------] +11%
- [--] Year [------] +17%

### CreatorRank: [-------] [#](/creator/twitter::947785865937477632/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::947785865937477632/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [financial services](/list/financial-services)  [champions league](/list/champions-league) 

**Social topic influence**
[$cmbt](/topic/$cmbt), [$glng](/topic/$glng), [$dht](/topic/$dht), [$fro](/topic/$fro), [$tdw](/topic/$tdw), [$stng](/topic/$stng), [$oet](/topic/$oet), [$gogl](/topic/$gogl), [$eco](/topic/$eco), [$filo](/topic/$filo)

**Top accounts mentioned or mentioned by**
[@edfin](/creator/undefined) [@2contango](/creator/undefined) [@stonkmetal](/creator/undefined) [@seekingalpha](/creator/undefined) [@btico19](/creator/undefined) [@huntforcatalyst](/creator/undefined) [@marhelmdata](/creator/undefined) [@angelikofrangou](/creator/undefined) [@marketplunger1](/creator/undefined) [@joeriwestland](/creator/undefined) [@gabcasla](/creator/undefined) [@anderssjastad](/creator/undefined) [@olvehe](/creator/undefined) [@andrewrangeley](/creator/undefined) [@satsfilip](/creator/undefined) [@yotam005](/creator/undefined) [@radog77](/creator/undefined) [@mintzmyer](/creator/undefined) [@oriolmad](/creator/undefined) [@inverjor](/creator/undefined)

**Top assets mentioned**
[EURONAV NV (CMBT)](/topic/$cmbt) [Golar LNG Ltd (GLNG)](/topic/$glng) [dHedge DAO (DHT)](/topic/$dht) [Frontline Ltd. (FRO)](/topic/$fro) [Tidewater, Inc. (TDW)](/topic/$tdw) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Golden Ocean Group Limited Common Stock (GOGL)](/topic/$gogl) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Burford Capital Limited (BUR)](/topic/$bur) [Millicom International Cellular S.A. Common Stock (TIGO)](/topic/$tigo) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Hafnia Limited (HAFN)](/topic/$hafn) [EURONAV NV (EURN)](/topic/$eurn) [ADT, Inc. (ADT)](/topic/$adt) [Dayforce, Inc. (DAY)](/topic/$day) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [HUNT Token (HUNT)](/topic/$hunt) [Validity (VAL)](/topic/$val) [Transocean LTD. (RIG)](/topic/$rig) [Augur (REP)](/topic/$rep) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Resumen Umanis $ALUMS - Ventas pro-forma: 2135M - EBIT p.f. (ex costes no recurrentes): 192M - EBT: 177M - BN (tasa impositiva 30%): 124M ✅P/FCF 2018(mkt.cap) = [---] ✅P/FCF 2019e = [---] Crec. Organico (est. [----] 9%) + adquisiciones + recompras acc"  
[X Link](https://x.com/AyusoValue/status/1091264624312356864)  2019-02-01T09:18Z 14.6K followers, [--] engagements


"Resultados del primer trimestre de Umanis. Todo en orden. $ALUMS https://www.actusnews.com/documents_communiques/ACTUS-0-58045-umanis_cp_t1-2019_24042019_fr.pdf https://www.actusnews.com/documents_communiques/ACTUS-0-58045-umanis_cp_t1-2019_24042019_fr.pdf"  
[X Link](https://x.com/AyusoValue/status/1121107504874885120)  2019-04-24T17:43Z 14.6K followers, [--] engagements


"The power of fluid simulation. [--] stages OH2 pump predicted performance vs theory. #oilandgas #pumps $ANSS"  
[X Link](https://x.com/AyusoValue/status/1205425738293432321)  2019-12-13T09:54Z 13.7K followers, [--] engagements


"Great managment great decisions great balance sheet great shareholder return $EURN"  
[X Link](https://x.com/AyusoValue/status/1215175216256704513)  2020-01-09T07:35Z 13.7K followers, [--] engagements


"$ALUMS @HolyFinance News this day 🙏🙏 https://t.co/Jdt4yulnMO @HolyFinance News this day 🙏🙏 https://t.co/Jdt4yulnMO"  
[X Link](https://x.com/AyusoValue/status/1348736525689888769)  2021-01-11T21:00Z 14.6K followers, [--] engagements


"Loaded today $MPCC & $ADT. Great opportunities IMO"  
[X Link](https://x.com/AyusoValue/status/1467848968256303106)  2021-12-06T13:30Z 13.7K followers, [--] engagements


"$EURN sells a 16y Suezmax achieving a 12.9M$ capital gain. Good job"  
[X Link](https://x.com/AyusoValue/status/1582621835836858368)  2022-10-19T06:37Z 13.7K followers, [--] engagements


"Pyxis Tankers: "Current bookings for the 4th quarter are [-----] $/day" $PSX https://www.youtube.com/watchv=3l-sToJcDRg https://www.youtube.com/watchv=3l-sToJcDRg"  
[X Link](https://x.com/AyusoValue/status/1586727983351480331)  2022-10-30T14:33Z 13.7K followers, [--] engagements


"$GLNG https://www.golarlng.com/investors/press-releases/pr-story.aspxResultPageURL=https://rss.globenewswire.com/HexMLItem/Content/FullText/Attachments/All/Identifier/2591911/language/en https://www.golarlng.com/investors/press-releases/pr-story.aspxResultPageURL=https://rss.globenewswire.com/HexMLItem/Content/FullText/Attachments/All/Identifier/2591911/language/en"  
[X Link](https://x.com/AyusoValue/status/1616108036334010371)  2023-01-19T16:19Z 13.7K followers, [----] engagements


"$FILO JP Morgan boosts [----] #copper price forecast on Chinese demand recovery. JP Morgan boosts [----] #copper price forecast on Chinese demand recovery"  
[X Link](https://x.com/AyusoValue/status/1633004870373634048)  2023-03-07T07:21Z 14.6K followers, [----] engagements


"Finally Pyxis sells its oldest vessel the Malou for 24.8M$ which was reported to be sold at this price by some brokers some months ago but the company denied it. 0.75$ per share of capital gain $PXS"  
[X Link](https://x.com/AyusoValue/status/1633825919113756678)  2023-03-09T13:43Z 13.7K followers, [----] engagements


"$DHT commercial update. MEH"  
[X Link](https://x.com/AyusoValue/status/1646614996602826753)  2023-04-13T20:43Z 14K followers, [----] engagements


"extending the Aurora zone 160m to the northeast. What a beast $FILO Filo Mining Reports 984m at 0.89% CuEq including 614m at 1.06% CuEq; Extending the Aurora Zone 160m to the Northeast. Read the news release: https://t.co/NLnBR1zpjC #FILyourboots $FIL.TO https://t.co/xKv6MxvNu4 Filo Mining Reports 984m at 0.89% CuEq including 614m at 1.06% CuEq; Extending the Aurora Zone 160m to the Northeast. Read the news release: https://t.co/NLnBR1zpjC #FILyourboots $FIL.TO https://t.co/xKv6MxvNu4"  
[X Link](https://x.com/AyusoValue/status/1646741246596055041)  2023-04-14T05:04Z 14.6K followers, [----] engagements


"$FILO https://www.mining.com/web/lundin-copper-assets-would-be-appealing-to-big-miners-ceo-says/ http://FIL.TO https://www.mining.com/web/lundin-copper-assets-would-be-appealing-to-big-miners-ceo-says/ http://FIL.TO"  
[X Link](https://x.com/AyusoValue/status/1648371539732054022)  2023-04-18T17:02Z 14.6K followers, [--] engagements


"$ADT $ADT.AX https://www.proactiveinvestors.com.au/companies/news/1017954/adriatic-metals-sets-the-scene-for-major-resource-update-1017954.html https://www.proactiveinvestors.com.au/companies/news/1017954/adriatic-metals-sets-the-scene-for-major-resource-update-1017954.html"  
[X Link](https://x.com/AyusoValue/status/1670722844794257408)  2023-06-19T09:19Z 13.5K followers, [----] engagements


"$FIL $FILO On 06/29 get your $FIL from @filo_minings President CEO & Director Jamie Beck on the company's 100% owned Filo Del Sol project: one of the largest undeveloped copper-primary deposits on the planet🌎 Register: https://t.co/RU3y15oIk7 https://t.co/JepldhbNwv On 06/29 get your $FIL from @filo_minings President CEO & Director Jamie Beck on the company's 100% owned Filo Del Sol project: one of the largest undeveloped copper-primary deposits on the planet🌎 Register: https://t.co/RU3y15oIk7 https://t.co/JepldhbNwv"  
[X Link](https://x.com/AyusoValue/status/1671762881719812097)  2023-06-22T06:11Z 14.6K followers, [----] engagements


"$DHT making a statement Putting in a floor $DHT 🔥 https://t.co/uRvQzFpurn Putting in a floor $DHT 🔥 https://t.co/uRvQzFpurn"  
[X Link](https://x.com/AyusoValue/status/1676537449369960448)  2023-07-05T10:24Z 12.2K followers, [----] engagements


"Periodic reminder: $DHT is great but $OET will do much better"  
[X Link](https://x.com/AyusoValue/status/1678362626139516929)  2023-07-10T11:16Z 12.9K followers, [----] engagements


"@PinheadKing @ed_fin I know he is against dividends my point is that his strategy could be a bad one. not necessarily of course"  
[X Link](https://x.com/AyusoValue/status/1680157861970604032)  2023-07-15T10:10Z 12.1K followers, [---] engagements


"I started a position this week in $IDFB which I increased after the Bawag results call. Thanks for flagging it @NicoperJES & @LeonaardoJ_"  
[X Link](https://x.com/AyusoValue/status/1682367035605483521)  2023-07-21T12:28Z 14.8K followers, [----] engagements


"Sold the other half at 10.2$ to fund other purchases. Nice trade $IDFB 🙃 Sold half yesterday for a one-week 6% gain. I will try to grab them again at lower prices. #specialsituation Sold half yesterday for a one-week 6% gain. I will try to grab them again at lower prices. #specialsituation"  
[X Link](https://x.com/AyusoValue/status/1686386145272459265)  2023-08-01T14:39Z 14.8K followers, [----] engagements


""It is always darkest before the dawn" Steep contango in the TD3 (VLCC) TD20 (Suezmax) and TD19 (Aframax) future curves. $OET $FRO $EURN $INSW $TNP $DHT"  
[X Link](https://x.com/AyusoValue/status/1688880071166033920)  2023-08-08T11:49Z 12.9K followers, 11.1K engagements


"Bullish $ADT $ADT.AX $ADT.ax CEO Paul Cronin on the just closed USD32Mil financing; https://t.co/7hJ7MajhrV $ADT.ax CEO Paul Cronin on the just closed USD32Mil financing; https://t.co/7hJ7MajhrV"  
[X Link](https://x.com/AyusoValue/status/1688902453658587137)  2023-08-08T13:18Z 12.9K followers, [----] engagements


"Could have been much better. $SFL"  
[X Link](https://x.com/AyusoValue/status/1692179406897532989)  2023-08-17T14:19Z 12.9K followers, [----] engagements


"Second best hole ever drilled at Filo del Sol $FIL"  
[X Link](https://x.com/AyusoValue/status/1693899078231343466)  2023-08-22T08:13Z 12.9K followers, [----] engagements


"$ADT @AdriaticMetals $ADT site looking good and taking shape. https://t.co/5kwainrBav @AdriaticMetals $ADT site looking good and taking shape. https://t.co/5kwainrBav"  
[X Link](https://x.com/AyusoValue/status/1694609830630019348)  2023-08-24T07:17Z 13.4K followers, [----] engagements


"Very interesting slide from $HAFNI. There is a significant reduction in vessel utilization when they age. Thus even if there is no scrapping more vessels are required for the same demand"  
[X Link](https://x.com/AyusoValue/status/1696459058507612558)  2023-08-29T09:45Z 13.8K followers, [----] engagements


"$PEY to acquire $REP assets in Canada"  
[X Link](https://x.com/AyusoValue/status/1699529011074908235)  2023-09-06T21:04Z 13.3K followers, [----] engagements


"Sell oil and reinvest in onshore wind $REP"  
[X Link](https://x.com/AyusoValue/status/1699841559556927929)  2023-09-07T17:46Z 12.9K followers, [----] engagements


"$STSU getting some love after Paretos conference"  
[X Link](https://x.com/AyusoValue/status/1704763752942383570)  2023-09-21T07:45Z 14.5K followers, [----] engagements


"Occidental Petroleum Corp. will not be increasing oil output with its CEO saying that the recent surge in oil to above $90 per barrel is happening without balance in the market"  
[X Link](https://x.com/AyusoValue/status/1706649767726440709)  2023-09-26T12:39Z 13.6K followers, [----] engagements


"I was holding my two year old daughter on a walk moments ago and for the first time out of nowhere she said 10M$ for USG/China is just around the corner. I started to quietly tear up. She couldnt see my face and I didnt make a sound but she said Dont cry. Its okay"  
[X Link](https://x.com/AyusoValue/status/1712808982782377986)  2023-10-13T12:34Z 12.9K followers, [----] engagements


"Two [----] MRs sold for $40.5M each. NAVs 🚀 $STNG $ASC $DIS.MI"  
[X Link](https://x.com/AyusoValue/status/1713473892356915451)  2023-10-15T08:36Z 12.1K followers, [----] engagements


"U.S. to ease sanctions against Venezuela according to The Washington Post"  
[X Link](https://x.com/AyusoValue/status/1713930514598420771)  2023-10-16T14:50Z 13.7K followers, [----] engagements


"Contrary to what has been said the number of VLCCs ballasting to the Middle East rose a lot last week"  
[X Link](https://x.com/AyusoValue/status/1714290866892984364)  2023-10-17T14:42Z 12.2K followers, [----] engagements


"26MMbls from the Middle East to China on CoAs in a very short time frame"  
[X Link](https://x.com/AyusoValue/status/1714549540848595304)  2023-10-18T07:50Z 12.9K followers, [----] engagements


"Nice $STSU $STSU.OL 9% payout this quarter following the sale of FS Balmoral announced on [--] September. https://t.co/ix9SXwX8Ll $STSU.OL 9% payout this quarter following the sale of FS Balmoral announced on [--] September. https://t.co/ix9SXwX8Ll"  
[X Link](https://x.com/AyusoValue/status/1716337496479367308)  2023-10-23T06:15Z 14.7K followers, [----] engagements


"More M&A in the O&G sector. Chevron to acquire Hess in a ll-stock transaction"  
[X Link](https://x.com/AyusoValue/status/1716382917725675918)  2023-10-23T09:15Z 12.1K followers, [----] engagements


"@radog_77 @respeculator I hope you are right I also hope $FIL.TO will be sold by then and $NGEX will have published some mindblowing drills so we can have a party in Gredos to celebrate 🤣"  
[X Link](https://x.com/AyusoValue/status/1719651767850324275)  2023-11-01T09:45Z 14.8K followers, [---] engagements


"Great article Sentiment towards offshore wind must be close to the bottom I think that politicians will force this trend at the expense of the customer. I have a starter position in $EWIND to play this backed by J. Fredriksen. #offshorewind has had a shocking month with big write-offs at @OrstedUS and @Siemens_Energy seeking state aid. However $FRO owner John Fredriksen continues to invest and $DSX just ordered a newbuild wind ship with Rickmers. Wind is down but not out https://t.co/yxJEDWiLrG #offshorewind has had a shocking month with big write-offs at @OrstedUS and @Siemens_Energy seeking"  
[X Link](https://x.com/AyusoValue/status/1721466498114343102)  2023-11-06T09:56Z 14.8K followers, 10K engagements


"$EWIND Great article Sentiment towards offshore wind must be close to the bottom I think that politicians will force this trend at the expense of the customer. I have a starter position in $EWIND to play this backed by J. Fredriksen. Great article Sentiment towards offshore wind must be close to the bottom I think that politicians will force this trend at the expense of the customer. I have a starter position in $EWIND to play this backed by J. Fredriksen"  
[X Link](https://x.com/AyusoValue/status/1721486145614143792)  2023-11-06T11:14Z 14.8K followers, [----] engagements


"Gran contenido el que nos comparte Charlando de Minas sobre la joya de Bosnia $ADT $ADT.AX"  
[X Link](https://x.com/AyusoValue/status/1721495185433960554)  2023-11-06T11:50Z 12.9K followers, [----] engagements


"Good results for $KLXE. I like a lot its bonds"  
[X Link](https://x.com/AyusoValue/status/1721650191885910222)  2023-11-06T22:06Z 13.9K followers, [----] engagements


"Bright times ahead for Standard Supply. $STSU $stsu.ol (SDSD.ol) update today. 4/7 vessles rolling of timecharter within a month. https://t.co/hwjktQTA7G $stsu.ol (SDSD.ol) update today. 4/7 vessles rolling of timecharter within a month. https://t.co/hwjktQTA7G"  
[X Link](https://x.com/AyusoValue/status/1721802612071092242)  2023-11-07T08:11Z 14.5K followers, [----] engagements


"Spain protests against the attack on democracy and the rule of law by Pedro Sanchez acting president. This goes beyond political ideologies it is a matter of decency"  
[X Link](https://x.com/anyuser/status/1723691765322989754)  2023-11-12T13:18Z 16.3K followers, 11.5K engagements


"Strong reaction to Q3 results. $EWIND Great article Sentiment towards offshore wind must be close to the bottom I think that politicians will force this trend at the expense of the customer. I have a starter position in $EWIND to play this backed by J. Fredriksen. Great article Sentiment towards offshore wind must be close to the bottom I think that politicians will force this trend at the expense of the customer. I have a starter position in $EWIND to play this backed by J. Fredriksen"  
[X Link](https://x.com/AyusoValue/status/1724455045700194503)  2023-11-14T15:51Z 14.8K followers, [----] engagements


"Otro da ms prcticamente solo en Abantos pero luego lees en twitter al tpico dominguero que los madrileos salen de fiesta porque no tienen naturaleza a la que ir. Tenemos una sierra increble"  
[X Link](https://x.com/AyusoValue/status/1726216840370897293)  2023-11-19T12:32Z 12.2K followers, [----] engagements


"@Ingolf_Stahl [---] in October. It is not much on its own but if you start adding Brazil Venezuela Guyana Nigeria"  
[X Link](https://x.com/AyusoValue/status/1726874542134771883)  2023-11-21T08:05Z 12.2K followers, [----] engagements


"Saudi Arabia must be tired of subsidizing other countries at the expense of its own economy. Some OPEC+ members are already producing above quota. African countries are not willing to cut"  
[X Link](https://x.com/AyusoValue/status/1727315519982666230)  2023-11-22T13:18Z 12.2K followers, [----] engagements


"Damico's High Loyalty is avoiding the Panama Canal at the expense of a much longer voyage. h/t @tradewindsnews"  
[X Link](https://x.com/AyusoValue/status/1727351474756431921)  2023-11-22T15:40Z 12.2K followers, [----] engagements


"Panama Canal situation h/t Oil Brokerage"  
[X Link](https://x.com/AyusoValue/status/1729085172371595659)  2023-11-27T10:30Z 12.2K followers, [----] engagements


"Europe shoots itself in the foot once again and now with one month to go before this measure comes into effect realizes its mistake. Shame"  
[X Link](https://x.com/AyusoValue/status/1729849942351413271)  2023-11-29T13:08Z 12.2K followers, [----] engagements


"Parece como si Nuttall hubiera escuchado el ltimo captulo de Hablemos de Inversiones: la oferta es mayor de lo esperado mayor spare capacity tambin sector a 13% FCF yield @ WTI 80$ (no es barato) y foco en empresas de servicios"  
[X Link](https://x.com/AyusoValue/status/1730316773407260958)  2023-11-30T20:04Z 12.2K followers, [----] engagements


"@niccvvs Liquidation"  
[X Link](https://x.com/AyusoValue/status/1731369141305483407)  2023-12-03T17:45Z 12.2K followers, [--] engagements


"Live look at $OET / $ECO fleet positions. Good to see those vessels around the USG"  
[X Link](https://x.com/AyusoValue/status/1733932160355069972)  2023-12-10T19:30Z 13.5K followers, 10.4K engagements


"Celebrando que Okeanis empez a cotizar ayer en USA he grabado un video para @MarhelmData enseando como se puede hacer un modelo facil y rpido de la compaa. Si os gusta dadle difusin y habr ms videos como este $OET $ECO"  
[X Link](https://x.com/AyusoValue/status/1734576422541255133)  2023-12-12T14:10Z 12.9K followers, [----] engagements


"Good for OSVs Capex growth everywhere in the O&G complex"  
[X Link](https://x.com/AyusoValue/status/1734950141805642132)  2023-12-13T14:55Z 12.3K followers, [----] engagements


"@NikolajWinther6"  
[X Link](https://x.com/AyusoValue/status/1735224008767840397)  2023-12-14T09:03Z 12.2K followers, [--] engagements


"One of the best shipping CEOs out there. There is only one reason for insiders to buy $OET $ECO @Aristidis not playing around and filling up that bag of stocks in my favorite #tanker play $ECO $OET.OL https://t.co/rtc8vU11k8 @Aristidis not playing around and filling up that bag of stocks in my favorite #tanker play $ECO $OET.OL https://t.co/rtc8vU11k8"  
[X Link](https://x.com/AyusoValue/status/1735545650689806737)  2023-12-15T06:21Z 12.1K followers, 19K engagements


"@angelikofrangou @GarciaRieger Aqui est todo explicado 👇🏻"  
[X Link](https://x.com/AyusoValue/status/1737788640175034477)  2023-12-21T10:54Z 12.3K followers, [--] engagements


"How can you be not FOMOED $NGEX"  
[X Link](https://x.com/AyusoValue/status/1737827245371122059)  2023-12-21T13:27Z 12.3K followers, [----] engagements


"Contento de ver a @The_Godas por aqu"  
[X Link](https://x.com/AyusoValue/status/1737870042455318809)  2023-12-21T16:18Z 12.3K followers, [--] engagements


"Offshore wind is alive. $CDLR $EWIND"  
[X Link](https://x.com/AyusoValue/status/1738221997447127190)  2023-12-22T15:36Z 14.8K followers, [----] engagements


"It would be awesome to see how containership guys screw themselves again. 🥹 Shipping giant Maersk decides to resume Red Sea voyages #oott https://t.co/nFnqTBouWU Shipping giant Maersk decides to resume Red Sea voyages #oott https://t.co/nFnqTBouWU"  
[X Link](https://x.com/AyusoValue/status/1738978613192487104)  2023-12-24T17:43Z 12.2K followers, [----] engagements


"Good take. $EURN is a short when the Red Sea situation calms down"  
[X Link](https://x.com/AyusoValue/status/1739011855786328556)  2023-12-24T19:55Z 12.9K followers, [----] engagements


"Good take. $EURN is a short when the Red Sea situation calms down post tender (to clarify)"  
[X Link](https://x.com/AyusoValue/status/1739018123573875079)  2023-12-24T20:20Z 12.9K followers, [----] engagements


"Before making fun of a kid for believing in Santa remember that some of you believed the oil market was undersupplied"  
[X Link](https://x.com/anyuser/status/1739347226130854342)  2023-12-25T18:07Z 16.3K followers, 18.1K engagements


"@WTIBull Merry Christmas please keep the meme flow constant in 2024"  
[X Link](https://x.com/anyuser/status/1739379735728160932)  2023-12-25T20:16Z [--] followers, [----] engagements


"What a week for some people to learn old lessons. $ZIM"  
[X Link](https://x.com/AyusoValue/status/1741028746423890349)  2023-12-30T09:29Z 12.9K followers, 14.3K engagements


"@mintzmyer I warned much earlier 🤷🏻♂ According to Clarksons containership utilization is 83% thus the impact of a Suez Canal disruption in freight rates would be much lower than in tankers for example. On the other hand the reaction in equities has been that strong because of shorts and negativity included in https://t.co/cKvBqH49CN According to Clarksons containership utilization is 83% thus the impact of a Suez Canal disruption in freight rates would be much lower than in tankers for example. On the other hand the reaction in equities has been that strong because of shorts and negativity"  
[X Link](https://x.com/AyusoValue/status/1741092080493945336)  2023-12-30T13:41Z 12.9K followers, [----] engagements


"Nigeria next Nigeria next"  
[X Link](https://x.com/AyusoValue/status/1741917794554220739)  2024-01-01T20:22Z 12.9K followers, [----] engagements


"Why isnt oil buying the Red Sea escalation madness WTI FUTURES FALL $1 TO $69.38 A BARREL WTI FUTURES FALL $1 TO $69.38 A BARREL"  
[X Link](https://x.com/AyusoValue/status/1742481873941463457)  2024-01-03T09:43Z 12.1K followers, 23.4K engagements


"@tailor488058 @Edark94 @Peter52834033 @marketplunger1 @Peak_Ascent @SloCan68 WTF @Edark94 is a great guy and a great investor stop embarrassing yourself whoever you are"  
[X Link](https://x.com/AyusoValue/status/1742613566274900421)  2024-01-03T18:27Z 12.2K followers, [--] engagements


"This pretended to be a punt against twitter FOMO (like it has happened before on other names or in this one in the past) but have to admit my take was totally wrong $ZIM 15$ congrats specially to @mintzmyer and @joeriwestland two of the best follows in the shipping space. What a week for some people to learn old lessons. $ZIM https://t.co/DKrXnlR6d7 What a week for some people to learn old lessons. $ZIM https://t.co/DKrXnlR6d7"  
[X Link](https://x.com/anyuser/status/1743543556868870580)  2024-01-06T08:02Z [--] followers, 11.9K engagements


"Drills from another planet one of my [----] picks mentioned in The Value Hive Podcast with @marketplunger1 Best is yet to come $NGEX NGEX DRILLS 62M AT 6.98% COPPER EQUIVALENT AND 63M AT 5.84% COPPER EQUIVALENT AT LUNAHUASI More here: https://t.co/QjoshLWNRC $NGEX.V #NoGutsNoGlory https://t.co/LrUroNlvAn NGEX DRILLS 62M AT 6.98% COPPER EQUIVALENT AND 63M AT 5.84% COPPER EQUIVALENT AT LUNAHUASI More here: https://t.co/QjoshLWNRC $NGEX.V #NoGutsNoGlory https://t.co/LrUroNlvAn"  
[X Link](https://x.com/AyusoValue/status/1744635619815350619)  2024-01-09T08:22Z 12.9K followers, [----] engagements


"I have been saying this since last summer there is simply too much oil. Multiple OPEC+ cuts and [--] ongoing wars are unable to place Brent above 80$ (cheap if you adjust for inflation) that is all you need to know. Picture from Vortexa"  
[X Link](https://x.com/AyusoValue/status/1744784287797280788)  2024-01-09T18:12Z 12.2K followers, 10.2K engagements


"Interesting fact from Morgan Stanley: "Over the last [--] years annual oil consumption has remained stable at around [---] barrels per person". #OOTT"  
[X Link](https://x.com/AyusoValue/status/1745090395187417116)  2024-01-10T14:29Z 12.9K followers, [----] engagements


"🔥 Filo Corp Jumps Most in [--] Months; Trading Volume Triples 👀 $FIL.TO Filo Corp Jumps Most in [--] Months; Trading Volume Triples 👀 $FIL.TO"  
[X Link](https://x.com/AyusoValue/status/1745137319814828528)  2024-01-10T17:35Z 12.9K followers, [----] engagements


"Oil is finally signaling the geopolitical risk got vessels"  
[X Link](https://x.com/AyusoValue/status/1745778312356544977)  2024-01-12T12:02Z 12.9K followers, [----] engagements


"I may become the contra but I am buying the $ZIM fade before a long weekend just in case"  
[X Link](https://x.com/AyusoValue/status/1745902755410030661)  2024-01-12T20:17Z 12.9K followers, [----] engagements


"Great move $FRO"  
[X Link](https://x.com/AyusoValue/status/1745924621201743911)  2024-01-12T21:44Z 13.9K followers, [----] engagements


"The average inflation adjusted price of oil since [----] is 76.3$/bbl. 🤔"  
[X Link](https://x.com/AyusoValue/status/1746552234853195846)  2024-01-14T15:17Z 12.2K followers, [----] engagements


"Japanese shipping firms halt Red Sea transits. Argus Media"  
[X Link](https://x.com/AyusoValue/status/1747554815440261403)  2024-01-17T09:41Z 12.9K followers, 29.7K engagements


"Standard Supply confirms the intention to return capital from sales to shareholders. One sale cancelled but good TC covering low season. h/t @ed_fin $STSU"  
[X Link](https://x.com/AyusoValue/status/1747652145615188459)  2024-01-17T16:08Z 14.7K followers, [----] engagements


"Another league. $FIL.TO Weekly copper drilling highlights incl. $FIL.TO to scale https://t.co/AKyE3kFG9w Weekly copper drilling highlights incl. $FIL.TO to scale https://t.co/AKyE3kFG9w"  
[X Link](https://x.com/AyusoValue/status/1751189902207639804)  2024-01-27T10:26Z 12.9K followers, [----] engagements


"Shale was dead right Right"  
[X Link](https://x.com/AyusoValue/status/1753428695623115037)  2024-02-02T14:42Z 14.6K followers, [----] engagements


"To be fair other lithium stocks are not doing much better ytd"  
[X Link](https://x.com/AyusoValue/status/1754528776254345369)  2024-02-05T15:33Z 12.9K followers, [----] engagements


"Hace tan solo unas semanas decan que China no era invertible. A medida que las acciones parecen haber encontrado suelo alguno ya ha cambiado de opinin. Es solo cuestin de que el rebote siga para que el resto se suba al carro. Lo de siempre: el precio mueve la narrativa"  
[X Link](https://x.com/AyusoValue/status/1754771064578519041)  2024-02-06T07:36Z 12.9K followers, [--] engagements


"@Aswath_Silber Cierto Al menos Vaalco tambien ha pagado y evidentemente el plazo importa pero no deja de ser cierto mis puntos: - Es ms fcil multiplicar tu produccin siendo pequea. - Noruega no es un pas friendly ni jurdicamente seguro para el oil and gas prefiero Gabn"  
[X Link](https://x.com/AyusoValue/status/1755523933003038898)  2024-02-08T09:28Z 12.9K followers, [--] engagements


"Impressive IRR on those vessels [----] Bulkers selling the Bulk Shanghai and Bulk Soul for approximately US131m net of cashflows to close. https://t.co/ROmTIxfGW8 https://t.co/C20d5aKswy [----] Bulkers selling the Bulk Shanghai and Bulk Soul for approximately US131m net of cashflows to close. https://t.co/ROmTIxfGW8 https://t.co/C20d5aKswy"  
[X Link](https://x.com/AyusoValue/status/1756950145944424933)  2024-02-12T07:55Z 13K followers, [----] engagements


"Approx. 35% return on the asset sale above all the cash generated during these [--] years. Once again a combination of great management vessels bought at low prices and free cash flow distribution to shareholders. $2020.OL Impressive IRR on those vessels Impressive IRR on those vessels"  
[X Link](https://x.com/AyusoValue/status/1757001750286868771)  2024-02-12T11:20Z 13K followers, [----] engagements


"El otro da nos juntamos @gabcasla y yo para hablar de shipping como en los viejos tiempos"  
[X Link](https://x.com/AyusoValue/status/1757110250262417758)  2024-02-12T18:31Z 12.9K followers, [--] engagements


"El lunes grab un video para Shipping Adventures con @Oriol_Mad donde ya nos anticip varias cosas de estos resultados. Espero que salga pronto $WAWI with Q4-results https://t.co/8TUZKzvXfL #carcarriers #roro #shipping #wawi https://t.co/sw7kzybOQ7 $WAWI with Q4-results https://t.co/8TUZKzvXfL #carcarriers #roro #shipping #wawi https://t.co/sw7kzybOQ7"  
[X Link](https://x.com/AyusoValue/status/1757703942480273433)  2024-02-14T09:50Z 13K followers, [----] engagements


"La CNMV ha aprobado la OPA presentada por Gubel sobre Prosegur a [----] por accin. Ya solo falta que la empresa publique el anuncio y el plazo. $PSG"  
[X Link](https://x.com/AyusoValue/status/1759918243869864009)  2024-02-20T12:29Z 13K followers, [--] engagements


"Publicado el plazo de aceptacin de la OPA de Prosegur teniendo en cuenta que tardarn una semana en pagar aprox. es un 4% sin riesgo a un mes. $PSG"  
[X Link](https://x.com/AyusoValue/status/1760270366998495342)  2024-02-21T11:48Z 13K followers, [--] engagements


"Strong cash flow generation and deleveraging despite a challenging environment. $KLXE New article on @SeekingAlpha $KLXE https://t.co/ZxZEVSGrVY New article on @SeekingAlpha $KLXE https://t.co/ZxZEVSGrVY"  
[X Link](https://x.com/AyusoValue/status/1762174342572421305)  2024-02-26T17:54Z 14.1K followers, [----] engagements


"@kyrregnaver That is not a liquid market it was flat today in Oslo"  
[X Link](https://x.com/AyusoValue/status/1762564576845914306)  2024-02-27T19:45Z 13K followers, [---] engagements


"Notice something $STNG $TRMD $HAFNI"  
[X Link](https://x.com/AyusoValue/status/1766032911260610632)  2024-03-08T09:27Z 13.7K followers, [----] engagements


"Que no se alcanzara el 15% pretendido significa que no quedan vendedores por debajo de [----] y como es normal la accin reacciona al alza. $PSG"  
[X Link](https://x.com/AyusoValue/status/1770003314702176630)  2024-03-19T08:24Z 13.1K followers, [--] engagements


"Volume is just one side of the equation (being distance the other one) but it is clear that the VLCC market needs Saudi's barrels to come back until then any spike will be shortlived in my opinion. On this basis $DHT is expensive despite being a very good company"  
[X Link](https://x.com/AyusoValue/status/1771139270113161526)  2024-03-22T11:38Z 13.4K followers, 10K engagements


"@ThetaVegaOption Qu desastre Se veian muchas de estas con $BABA y $META antes de las caidas 🤦🏻♂"  
[X Link](https://x.com/AyusoValue/status/1772741774152175690)  2024-03-26T21:45Z 13.1K followers, [--] engagements


"Suezmax orderbook is already at 15% of the fleet (including options). Nothing can make shipowners resist the temptation to kill a bull market. Shipping is shipping after all"  
[X Link](https://x.com/AyusoValue/status/1773102830175318453)  2024-03-27T21:40Z 13.1K followers, [----] engagements


"Nor high prices nor uncertainty about future propulsion matter anymore. Robert Bugbee once said that shipowners are like kids with candies in front of them"  
[X Link](https://x.com/AyusoValue/status/1773106117435883652)  2024-03-27T21:53Z 13.1K followers, [----] engagements


"Never thought I would love niobium. Thanks @inverjor #wa1"  
[X Link](https://x.com/AyusoValue/status/1775758709232185698)  2024-04-04T05:34Z 13.1K followers, [----] engagements


"Even if Saudis come back to the market and VLCCs enjoy a good H2 you are paying 8x FY24 earnings. Volume is just one side of the equation (being distance the other one) but it is clear that the VLCC market needs Saudi's barrels to come back until then any spike will be shortlived in my opinion. On this basis $DHT is expensive despite being a very good company https://t.co/ccBrXwJZuN Volume is just one side of the equation (being distance the other one) but it is clear that the VLCC market needs Saudi's barrels to come back until then any spike will be shortlived in my opinion. On this basis"  
[X Link](https://x.com/AyusoValue/status/1778743835968905251)  2024-04-12T11:15Z 13.1K followers, [----] engagements


"Nuevos mnimos para $PTON una de las grandes aberraciones del periodo de tipos de inters cero"  
[X Link](https://x.com/AyusoValue/status/1780128742011969710)  2024-04-16T06:58Z 13.4K followers, [----] engagements


"@2_contango Not me"  
[X Link](https://x.com/AyusoValue/status/1783034897596113030)  2024-04-24T07:27Z 13.2K followers, [---] engagements


"Aqu cada loco con su tema. No es verdad que la demanda est dbil es que hay oferta de sobra"  
[X Link](https://x.com/AyusoValue/status/1785781024837755150)  2024-05-01T21:19Z 13.1K followers, [--] engagements


"@AitorGarcia La buena gente de HFI es especialista en ajustar el eje Y para que los datos confirmen lo que quieren decir. Adems la demanda hay que mirarla a nivel global no de EEUU que es un c15% del total"  
[X Link](https://x.com/AyusoValue/status/1785926257483337773)  2024-05-02T06:56Z 13.2K followers, [--] engagements


"Al final es lo de siempre cuando aparecen los agoreros a sealar lo evidente suele ser el bottom. Que si ininvertible que si masoquismo burstil mejor comprar microsoft el cadaver de evergrande an caliente"  
[X Link](https://x.com/AyusoValue/status/1786084317426315577)  2024-05-02T17:24Z 13.1K followers, [--] engagements


"Despite being a wonderful company it is hard to justify a price of [--] $/share. $DHT"  
[X Link](https://x.com/AyusoValue/status/1790479929164841222)  2024-05-14T20:30Z 13.5K followers, [----] engagements


"Congrats to Okeanis for outperforming peers once again $OET $ECO"  
[X Link](https://x.com/anyuser/status/1791045269179572381)  2024-05-16T09:57Z 16.3K followers, [----] engagements


"So much to learn from this investor Holdings ranked in size currently: [--]. SEK/USD liquidity [--]. Okeanis EcoTankers [--]. Vizsla Silver [--]. Sintana Energy [--]. Goldsource/Mako [--]. GoGold [--]. Ero Copper [--]. K92 [--]. Goliath Resources [--]. Dundee PM Very high liquidity after exiting TRMD/INSW (too early). Sharpe ratio 12m [----] https://t.co/jK0m5jM38A Holdings ranked in size currently: [--]. SEK/USD liquidity [--]. Okeanis EcoTankers [--]. Vizsla Silver [--]. Sintana Energy [--]. Goldsource/Mako [--]. GoGold [--]. Ero Copper [--]. K92 [--]. Goliath Resources [--]. Dundee PM Very high liquidity after exiting TRMD/INSW (too early). Sharpe"  
[X Link](https://x.com/AyusoValue/status/1792281161080705107)  2024-05-19T19:48Z 13.3K followers, 10.3K engagements


"Waking up $MRL.L Usually a good sign. $MRL.L https://t.co/rjVEZN8EmZ Usually a good sign. $MRL.L https://t.co/rjVEZN8EmZ"  
[X Link](https://x.com/AyusoValue/status/1793184195390427594)  2024-05-22T07:36Z 13.3K followers, [----] engagements


"Muy buenas noticias. Retorno al accionista de [----] + [----] libras por accin entre dividendos y recompras. Adems se queda una empresa de mucha calidad y recurrencia sin deuda. no todo son barcos minas y empresas chungas $MRL.L"  
[X Link](https://x.com/AyusoValue/status/1793191835457753108)  2024-05-22T08:07Z 13.3K followers, [--] engagements


"La que le ha caido al tal Gregorio por querer monetizar un trabajo que lleva aos haciendo gratis (por lo visto nunca lo he seguido). Aunque no sorprende viniendo del sector lonchafinista extremo si no les gusta que no lo consuman y ya est. Liberalismo para lo que interesa"  
[X Link](https://x.com/AyusoValue/status/1793982692146712770)  2024-05-24T12:29Z 13.3K followers, [--] engagements


"La mayora cuentas annimas obsesionadas con vivir a medio gas para poder jubilarse a los [--] y empezar ah a disfrutar de la vida con [----] en dividendos al mes en vez de preocuparse por tener una vida mejor hoy. Da que pensar"  
[X Link](https://x.com/AyusoValue/status/1793985940928790803)  2024-05-24T12:42Z 13.3K followers, [--] engagements


"This voyage covers all of Q3 do you still think $DHT is worth 12$ per share"  
[X Link](https://x.com/AyusoValue/status/1795838734354858294)  2024-05-29T15:24Z 13.4K followers, 12K engagements


""Oil spillage in Panama canal at lock gate from MSC Katya R container ship / canal chocked / Captain and chief engineer arrested""  
[X Link](https://x.com/AyusoValue/status/1795842319603917245)  2024-05-29T15:39Z 13.3K followers, 12.4K engagements


"@colewilson2684 Why"  
[X Link](https://x.com/AyusoValue/status/1795897737130500587)  2024-05-29T19:19Z 13.4K followers, [---] engagements


"Cuenta atrs para que los que han estado apoyando este circo cuando estaba de moda se vayan bajando del carro sin hacer mucho ruido. Lo de siempre. Grande como siempre Sebastin denunciando desde el primer momento"  
[X Link](https://x.com/AyusoValue/status/1798256752166928424)  2024-06-05T07:33Z 13.3K followers, [--] engagements


"The entire VLCC FFA curve through [----] is below 55k$/ day (eco scrubber) except Q424 at 56.5k$/d. People want to believe. $DHT This voyage covers all of Q3 do you still think $DHT is worth 12$ per share https://t.co/nj4FpAvIa7 This voyage covers all of Q3 do you still think $DHT is worth 12$ per share https://t.co/nj4FpAvIa7"  
[X Link](https://x.com/AyusoValue/status/1798276096741544380)  2024-06-05T08:50Z 13.4K followers, [----] engagements


"I wrote about these bonds in @SeekingAlpha some time ago. One of these rare opportunities. $DSX https://seekingalpha.com/article/4568174-fixed-income-opportunity-9-85-percent-ytm-diana-shipping-bond https://seekingalpha.com/article/4568174-fixed-income-opportunity-9-85-percent-ytm-diana-shipping-bond"  
[X Link](https://x.com/AyusoValue/status/1800443808808898699)  2024-06-11T08:23Z 13.3K followers, [----] engagements


"Namibia decision postponed to Aug/early Sept. $OSI.V"  
[X Link](https://x.com/AyusoValue/status/1803779318956401113)  2024-06-20T13:17Z 13.3K followers, [----] engagements


"Llamativo Small Caps are now underperforming Large Cap Stocks by the largest margin since January [----] 👀 https://t.co/dar65AyGAc Small Caps are now underperforming Large Cap Stocks by the largest margin since January [----] 👀 https://t.co/dar65AyGAc"  
[X Link](https://x.com/AyusoValue/status/1805505237060374823)  2024-06-25T07:36Z 13.3K followers, [----] engagements


"@angelikofrangou An mejor algn iluminati que vea Peloton barata a 100$ por accin 🤣"  
[X Link](https://x.com/AyusoValue/status/1805557603205796295)  2024-06-25T11:04Z 13.3K followers, [--] engagements


"@ed_fin Td22 right Buuuy $DHT fintweet says its cheap 😉"  
[X Link](https://x.com/AyusoValue/status/1806337438421307725)  2024-06-27T14:43Z 13.5K followers, [---] engagements


"Desesperante lo del Garmin Fenix [--] en menos de dos aos dos veces tostado y con un servicio tcnico penoso. El Suunto nunca dio un problema. No vuelvo a comprar un reloj @Garmin_Iberia en la vida"  
[X Link](https://x.com/AyusoValue/status/1811509879296917830)  2024-07-11T21:16Z 13.3K followers, [--] engagements


"Kpler estimates that Iranian crude production averaged [----] Mbd in Q2 [----] the highest since late [----]. Production could increase by an additional 500-600 kbd without new investment and all incremental output would be exported"  
[X Link](https://x.com/AyusoValue/status/1813881372613743041)  2024-07-18T10:19Z 13.4K followers, [----] engagements


"Hafnia LR1 tanker and Chinese VLCC ablaze after South China Sea collision. Crew rescue efforts underway"  
[X Link](https://x.com/AyusoValue/status/1814190265046880413)  2024-07-19T06:47Z 13.4K followers, [----] engagements


"Un trimestre despus: muy malos resultados la gente se sorprende de que un roll-up de negocios cclicos sea cclico pero para compensar el CEO te cuenta una historia de Shrek y el burro. Y una vez ms poco cae para lo que ha presentado. $TEQ"  
[X Link](https://x.com/AyusoValue/status/1815294601353183698)  2024-07-22T07:55Z 13.4K followers, [--] engagements


"Unavoidable"  
[X Link](https://x.com/AyusoValue/status/1818622377044947170)  2024-07-31T12:18Z 13.4K followers, [----] engagements


"@spinnefrisst Balance sheet waiting for fleet renewal I guess"  
[X Link](https://x.com/AyusoValue/status/1819293543443185916)  2024-08-02T08:45Z 13.4K followers, [---] engagements


"@LocosWallStreet Acertado como siempre @aleix_amoros 👌🏻"  
[X Link](https://x.com/AyusoValue/status/1819464907638874505)  2024-08-02T20:06Z 13.4K followers, [--] engagements


"Great presentation from Jupiter Mines. At this price a sustained dividend yield above 10% is probable if theres not a shock in steel demand. No debt more than [---] years mine life. $JMS.AX https://www.youtube.com/watchv=T5UQ9GKH6lU https://www.youtube.com/watchv=T5UQ9GKH6lU"  
[X Link](https://x.com/AyusoValue/status/1821102009904189901)  2024-08-07T08:32Z 13.5K followers, [----] engagements


"First they sold their VLs just before the bull run then they panicked and chartered vessels at high rates just to lose money big time🤦🏻♂ $HUNT NEW: Hunter Group loses $22000 per day on VLCC charter bet. #shipping https://t.co/mzjBYHuOJS NEW: Hunter Group loses $22000 per day on VLCC charter bet. #shipping https://t.co/mzjBYHuOJS"  
[X Link](https://x.com/AyusoValue/status/1821484888719004110)  2024-08-08T09:53Z 13.7K followers, [----] engagements


"Market reaction to Q2 results and Q3 guidance not unexpected. Lets see if the promised winter market arrives. $DHT This voyage covers all of Q3 do you still think $DHT is worth 12$ per share https://t.co/nj4FpAvIa7 This voyage covers all of Q3 do you still think $DHT is worth 12$ per share https://t.co/nj4FpAvIa7"  
[X Link](https://x.com/AyusoValue/status/1823456409016570179)  2024-08-13T20:27Z 13.6K followers, [----] engagements


"The $WMT block gone so quickly and $JD repurchasing 390M$ while absurdly cheap. Seems a good day to start a position"  
[X Link](https://x.com/AyusoValue/status/1826205357527769470)  2024-08-21T10:31Z 13.7K followers, 20.2K engagements


"Nice rebound from yesterdays lows seems like the bottom could be in for Daqo. $DQ"  
[X Link](https://x.com/AyusoValue/status/1828442773747327449)  2024-08-27T14:41Z 13.7K followers, [----] engagements


"Libya down (1.2 mbd) and oil cant catch a bid Is this boolish"  
[X Link](https://x.com/AyusoValue/status/1828522307855294815)  2024-08-27T19:57Z 13.7K followers, [----] engagements


"@oilgastourist That is evident but still significative from my point of view higher uncertainty should mean higher prices"  
[X Link](https://x.com/AyusoValue/status/1828705108307104233)  2024-08-28T08:04Z 13.7K followers, [---] engagements


"Jupiter Mines at pre-disruption levels so as manganese price. In retrospect it would have been best to take the money and run after the first upward impulse but who could have guessed the steel market would get beaten so hard in the meantime. Nonetheless I am not too worried about owning a low-cost net-cash and dividend-payer producer. better times will come in this market I guess. $JMS.AX"  
[X Link](https://x.com/AyusoValue/status/1829445826810085582)  2024-08-30T09:07Z 13.7K followers, [----] engagements


"I just published an article in @SeekingAlpha about Westaim $WED.V which I expect will be trading at negative enterprise value soon if the share price does not go up. https://seekingalpha.com/article/4718822-westaim-corporation-stock-bargain-asset-management-world https://seekingalpha.com/article/4718822-westaim-corporation-stock-bargain-asset-management-world"  
[X Link](https://x.com/AyusoValue/status/1831333742709010647)  2024-09-04T14:09Z 13.7K followers, 12.5K engagements


"Liked $DHT at 12$ You will probably love it below 10$ 😉 BREAKING: OPEC+ has reached an agreement to pause its planned oil output hike for Oct-Nov according to a delegate familiar with the talks -- via @S_Elwardany #OOTT BREAKING: OPEC+ has reached an agreement to pause its planned oil output hike for Oct-Nov according to a delegate familiar with the talks -- via @S_Elwardany #OOTT"  
[X Link](https://x.com/AyusoValue/status/1831698949712793682)  2024-09-05T14:20Z 13.7K followers, [----] engagements


"$BUR: Deutsche Bank Initiates Coverage On Burford Capital with Buy Rating Announces Price Target of $18"  
[X Link](https://x.com/AyusoValue/status/1833050210441801846)  2024-09-09T07:50Z 13.7K followers, [----] engagements


"It is really hard not to be optimistic about the future of Golar $GLNG"  
[X Link](https://x.com/AyusoValue/status/1833818083477086703)  2024-09-11T10:41Z 13.7K followers, [----] engagements


"Perhaps one of the best takes of the Pareto Energy Conference was related to distillate stocks in Europe This is partly due to the clean trade carried out in VL/Suezmaxes that will continue for some time. Weak crack spreads wont help. In conclusion LR2 winter rates may be way below consensus estimates. Charts by @Rory_Johnston"  
[X Link](https://x.com/AyusoValue/status/1835056928520618416)  2024-09-14T20:44Z 13.7K followers, 16.5K engagements


"@2_contango Kepler has Q4 LR2s at 55k I guess Clarksons & Pareto similar. Do you want to bet a dinner the average will be at least 10k below that For the record I am not that bearish but consensus could be too optimistic"  
[X Link](https://x.com/AyusoValue/status/1835346764871717278)  2024-09-15T15:55Z 13.7K followers, [----] engagements


"This now more true than ever. Perenco may have already noticed. $GLNG Golar reminds me of Teekay LNG a business with predictable cash flows that could be leveraged and more valuable in private hands. $GLNG https://t.co/LNfLGmqlvl Golar reminds me of Teekay LNG a business with predictable cash flows that could be leveraged and more valuable in private hands. $GLNG https://t.co/LNfLGmqlvl"  
[X Link](https://x.com/AyusoValue/status/1836370738590134594)  2024-09-18T11:44Z 13.7K followers, [----] engagements


"China Unleashes Stimulus Package to Revive Economy Markets. BBG"  
[X Link](https://x.com/AyusoValue/status/1838474382525579290)  2024-09-24T07:03Z 13.7K followers, [----] engagements


"Just received 🫥 In case you havent noticed MR rates are at the lowest level since Feb [----]. https://t.co/93cPNEwiaC In case you havent noticed MR rates are at the lowest level since Feb [----]. https://t.co/93cPNEwiaC"  
[X Link](https://x.com/AyusoValue/status/1838583547323433181)  2024-09-24T14:17Z 13.8K followers, [----] engagements


"@MakaiMarine Some people are going to learn old lessons"  
[X Link](https://x.com/AyusoValue/status/1838595217466765377)  2024-09-24T15:03Z 13.7K followers, [---] engagements


"$VTNR files for Chapter [--]. Instead of a turnaround they are speeding up in the way to bankruptcy in my opinion btw. Instead of a turnaround they are speeding up in the way to bankruptcy in my opinion btw"  
[X Link](https://x.com/AyusoValue/status/1838846889275367880)  2024-09-25T07:43Z 13.7K followers, [----] engagements


"@AndersSjastad @angelikofrangou @tatin17 @AndreasSteno Anders looks better than ever with his tanned skin I can tell you"  
[X Link](https://x.com/AyusoValue/status/1839560340083716434)  2024-09-27T06:58Z 13.7K followers, [---] engagements


"@Helm_HH Sin contar dividendos ;)"  
[X Link](https://x.com/AyusoValue/status/1839595681339588800)  2024-09-27T09:19Z 13.7K followers, [---] engagements


"Here is a good summary of $MCB.L from @alluvialcapital who has recently increased its position up to 8%. If we only assume flat revenues margins and multiple the effect of deleveraging should imply a 15% yearly return for the next 2-3 years. Nonetheless I believe the company can grow organically and increase its margins a little bit there should also be some multiple expansion"  
[X Link](https://x.com/AyusoValue/status/1842533635380916540)  2024-10-05T11:53Z 13.7K followers, [----] engagements


"@Jam_invest You are one of the good ones 🫡"  
[X Link](https://x.com/AyusoValue/status/1843238962737160462)  2024-10-07T10:36Z 13.7K followers, [---] engagements


"@Jam_invest hahah people think I hate $DHT it is quite the opposite. Such a well managed company it's hard to find but it is expensive (taking out of the equation the actual Iran/Israel stuff)"  
[X Link](https://x.com/AyusoValue/status/1843240063850992077)  2024-10-07T10:40Z 13.8K followers, [---] engagements


"Libya's back which should increase Aframax utilization in the Med"  
[X Link](https://x.com/AyusoValue/status/1843669657494130832)  2024-10-08T15:07Z 13.7K followers, [----] engagements


"My favorite player in this game is $HUNT. They sold their VLs just before the party at 96M$ each (valued today at 110M$) and later fomo-panicked just to be losing now close to 1M$ per month"  
[X Link](https://x.com/AyusoValue/status/1845840314843402592)  2024-10-14T14:53Z 13.8K followers, [----] engagements


"VLCC market: Mid November dates being fixed for USG/China at $8.2m means all Q1 will be covered by this voyage (TCE RV 43k$/d)"  
[X Link](https://x.com/AyusoValue/status/1847016822953947182)  2024-10-17T20:48Z 13.8K followers, 10.4K engagements


"Is this permabull implicitly acknowledging the oil market is oversupplied Why shouldnt they grow if WTI 80$ is his base case for 2025"  
[X Link](https://x.com/AyusoValue/status/1847662441150218260)  2024-10-19T15:33Z 14.8K followers, [----] engagements


"So if asset values are not expected to grow and something is trading close to NAV the only source of return apart from multiple expansion is cash generation. Then the question is which yield is adequate for such a cyclical business"  
[X Link](https://x.com/AyusoValue/status/1848288714792800503)  2024-10-21T09:02Z 14.8K followers, [----] engagements


"@Wattwurm73 @MakaiMarine According to Clarkson's $STNG stock price is valued at 44M$ MR resale price higher than the historical average. We will only know if it is accretive in some years from now and dilution from SBC will also matter"  
[X Link](https://x.com/AyusoValue/status/1848309095285039247)  2024-10-21T10:23Z 14.8K followers, [----] engagements


"You cannot say you weren't warned some time ago. @2_contango Kepler has Q4 LR2s at 55k I guess Clarksons & Pareto similar. Do you want to bet a dinner the average will be at least 10k below that For the record I am not that bearish but consensus could be too optimistic. https://t.co/DveTx2ukyi @2_contango Kepler has Q4 LR2s at 55k I guess Clarksons & Pareto similar. Do you want to bet a dinner the average will be at least 10k below that For the record I am not that bearish but consensus could be too optimistic. https://t.co/DveTx2ukyi"  
[X Link](https://x.com/AyusoValue/status/1848807793941483947)  2024-10-22T19:25Z 13.7K followers, [----] engagements


"@njacobs22 I have more than sufficiently justified with facts my position (which is playing out) over the last few months to put up with such comments. Good luck"  
[X Link](https://x.com/AyusoValue/status/1848820870762139971)  2024-10-22T20:16Z 13.7K followers, [---] engagements


"Europe doing it again: more regulation more bureacracy higher costs reduced competitiveness. It feels like we are on the brink of civilisation in the old continent"  
[X Link](https://x.com/AyusoValue/status/1849380611963621472)  2024-10-24T09:21Z 14.8K followers, [----] engagements


"So far Dangote Refinery has not increased product tanker tonne-miles as some companies like Scorpio Tankers have been preaching. Changes in the refinery landscape are not generally bullish. It is important not to believe what companies tell you blindly. $STNG $ASC $TRMD $INSW $HAFN"  
[X Link](https://x.com/AyusoValue/status/1850058343391301772)  2024-10-26T06:14Z 14.7K followers, 11.4K engagements


"Good morning"  
[X Link](https://x.com/AyusoValue/status/1850778905436651820)  2024-10-28T05:57Z 14.8K followers, [----] engagements


"Reality / Perception. More about the stubborn ignorance inside this echo chamber"  
[X Link](https://x.com/AyusoValue/status/1851215435200446852)  2024-10-29T10:52Z 14.8K followers, [----] engagements


"If anyone needed any additional reason why $STNG management deserves a wide discount on the stock here you have it"  
[X Link](https://x.com/AyusoValue/status/1851216929266041207)  2024-10-29T10:58Z 13.8K followers, [----] engagements


"The implicit message in the $STNG release is that product tankers outlook is so crappy that investing in crude tankers is a better idea"  
[X Link](https://x.com/AyusoValue/status/1851221857699061816)  2024-10-29T11:17Z 13.8K followers, 11.7K engagements


"Spot on🎯 but also missing when he recenty bought a 10% stake in Norse Atlantic Airways. @ed_fin The one great lesson of shipping is to always fade Bugbee. -When he liquidated bulkers to get into wind it was the bottom in bulkers/top of wind -When he sold his LR1 fleet it was the bottom in cleans. -Now hes tossing his MRs to buy VLCCs. You guys know what this https://t.co/Nk9ZhNJd7K @ed_fin The one great lesson of shipping is to always fade Bugbee. -When he liquidated bulkers to get into wind it was the bottom in bulkers/top of wind -When he sold his LR1 fleet it was the bottom in cleans."  
[X Link](https://x.com/AyusoValue/status/1851222979083981151)  2024-10-29T11:22Z 14.8K followers, [----] engagements


"For those who need further explanation: they'd rather buy $DHT at 1xNAV than their own sstock at 0.7xNAV. The implicit message in the $STNG release is that product tankers outlook is so crappy that investing in crude tankers is a better idea. The implicit message in the $STNG release is that product tankers outlook is so crappy that investing in crude tankers is a better idea"  
[X Link](https://x.com/AyusoValue/status/1851230721269997824)  2024-10-29T11:52Z 13.8K followers, [----] engagements


"The saddest thing is not to see how $STNG s management misuses capital and enriches itself at the expense of its shareholders. The saddest thing is to see the Stockholm Syndrome suffered by those who still defend this board. Returns have been good (and I have benefited) but could have been much better. Compare with $HAFN that has a worse fleet. Many shipping companies have made a considerable effort to prove that the bad reputation of the sector was unjustified. Scorpio is not one of them"  
[X Link](https://x.com/AyusoValue/status/1851324253511057486)  2024-10-29T18:04Z 13.8K followers, [----] engagements


"Pareto for reference has an estimation of 3.3$"  
[X Link](https://x.com/AyusoValue/status/1851567584728039703)  2024-10-30T10:11Z 14.8K followers, [---] engagements


"Does anyone really think that the OPEC can bring barrels to market with brent at $70 OPEC+ COULD DELAY PLANNED OIL OUTPUT HIKE SCHEDULED FOR DECEMBER BY ONE MONTH OR MORE OPEC+ SOURCES SAY OPEC+ COULD DELAY PLANNED OIL OUTPUT HIKE SCHEDULED FOR DECEMBER BY ONE MONTH OR MORE OPEC+ SOURCES SAY"  
[X Link](https://x.com/AyusoValue/status/1851635410130072063)  2024-10-30T14:40Z 14.8K followers, [----] engagements


"@DidrikRommen Yes. Also a $FRO VLCC on subs today at 37k$/day from Dec to end Feb"  
[X Link](https://x.com/AyusoValue/status/1851662189985136956)  2024-10-30T16:27Z 14.8K followers, [---] engagements


"No one is mentioning that the [--] Suezmaxes (and [--] VLCCs) delivered next year will probably make their maiden voyages carrying clean products from the East. As a reminder [--] Suezmax = [--] MRs. Fleet growth pre-demolition (Fearnley's). https://t.co/ARDeuiK3sf Fleet growth pre-demolition (Fearnley's). https://t.co/ARDeuiK3sf"  
[X Link](https://x.com/AyusoValue/status/1853742305682858182)  2024-11-05T10:13Z 13.7K followers, [----] engagements


"Volatility in $GEO was nuts yesterday. Strike [--] puts for this Friday were paying 212% annualized 👀"  
[X Link](https://x.com/AyusoValue/status/1854089517327667594)  2024-11-06T09:12Z 13.7K followers, [----] engagements


"Busy day tomorrow $GRFS $BUR $GEO (not that this last one matters anymore) results and #xlm General Meeting to approve North American disposal"  
[X Link](https://x.com/AyusoValue/status/1854258464480002150)  2024-11-06T20:24Z 13.9K followers, [----] engagements


"@Stockaholic5 I have been bearish for a while consensus expectations where too high share prices as well with respect to where I saw the freight market for this winter"  
[X Link](https://x.com/AyusoValue/status/1854430167860445201)  2024-11-07T07:46Z 13.7K followers, [--] engagements


"Impressive $TRMD results (no position) showing once again who is the chartering king. I would highlight LR2 coverage for 2025"  
[X Link](https://x.com/AyusoValue/status/1854436292664193171)  2024-11-07T08:10Z 13.8K followers, [----] engagements


"It will be very interesting to see how the market reacts today to $OET's results and guidance (so much dip buying lately) and especially extrapolation to other peers that have not presented yet like $FRO $DHT. Is the market really looking beyond Q4"  
[X Link](https://x.com/AyusoValue/status/1854791674884399303)  2024-11-08T07:42Z 13.8K followers, 13.7K engagements


"7.3m on subs for USG/China. (Eco + Scrubber -- 41800$/day @ [---] days). This voyage covers Q1 [----] consensus estimates are unreachable unless there is a black swan. Consensus TCE estimates for $DHT are much higher than the FFA curve. Who will be right Lately analysts have not been very accurate. https://t.co/iB5T3Cg8Dg https://t.co/uxEwtjLf4V Consensus TCE estimates for $DHT are much higher than the FFA curve. Who will be right Lately analysts have not been very accurate. https://t.co/iB5T3Cg8Dg https://t.co/uxEwtjLf4V"  
[X Link](https://x.com/AyusoValue/status/1855964874766999847)  2024-11-11T13:24Z 14.8K followers, [----] engagements


"New trading update by $MCB.L. Happy to hear about the refinancing"  
[X Link](https://x.com/AyusoValue/status/1856288560862617628)  2024-11-12T10:50Z 14.1K followers, [----] engagements


"$DHT Results are out I was spot on for Q3 but too low for Q4 mainly because of their new lower breakeven and higher realized rates. My new estimate for Q4 is 0.26-0.27$ still lower than the consensus"  
[X Link](https://x.com/AyusoValue/status/1856450740257968518)  2024-11-12T21:35Z 13.8K followers, [----] engagements


"I was too tired to think properly yesterday. Taking a closer look at guidance it doesn't seem easy that Q4 is better than Q3 all else equal. $DHT $DHT Results are out I was spot on for Q3 but too low for Q4 mainly because of their new lower breakeven and higher realized rates. My new estimate for Q4 is 0.26-0.27$ still lower than the consensus. $DHT Results are out I was spot on for Q3 but too low for Q4 mainly because of their new lower breakeven and higher realized rates. My new estimate for Q4 is 0.26-0.27$ still lower than the consensus"  
[X Link](https://x.com/AyusoValue/status/1856603769498128607)  2024-11-13T07:43Z 13.8K followers, [----] engagements


"No mention of the small detail that Q4 EBITDA will be 40% lower than their estimation. Good work Fearnley's. $DHT"  
[X Link](https://x.com/AyusoValue/status/1856618556051316789)  2024-11-13T08:42Z 13.9K followers, [----] engagements


"Proceeds from the sale of North American assets received. Soon first distribution news. #xlmedia"  
[X Link](https://x.com/AyusoValue/status/1856677172762616156)  2024-11-13T12:35Z 13.7K followers, [----] engagements


"@Klad_blok No idea the Trading Update seemed fine as well to me I guess someone could be getting out. Volume is higher than the average but still not huge"  
[X Link](https://x.com/AyusoValue/status/1857047416010104846)  2024-11-14T13:06Z 13.7K followers, [--] engagements


"Te tienes que reir. Rovi y Grifols se desploman con ante el nuevo nombramiento de Trump: el nuevo secretario de salud Robert Kennedy Jr es 'antivacunas' https://t.co/xq1xwQzPcj https://t.co/0sJmHpx1d2 Rovi y Grifols se desploman con ante el nuevo nombramiento de Trump: el nuevo secretario de salud Robert Kennedy Jr es 'antivacunas' https://t.co/xq1xwQzPcj https://t.co/0sJmHpx1d2"  
[X Link](https://x.com/AyusoValue/status/1857369576310292526)  2024-11-15T10:26Z 13.7K followers, [----] engagements


"@AntonioGoBe @mvidallopez Hay kits muy completos en Aliexpress Temu muy facil para empezar y se pueden hacer proyectos de domtica"  
[X Link](https://x.com/AyusoValue/status/1857790513560088772)  2024-11-16T14:19Z 13.7K followers, [---] engagements


"@hector_sanchis Tanto como gran upside no lo que no creo es que haya downside. Mi escenario razonable esta entre 12-15 gbx"  
[X Link](https://x.com/AyusoValue/status/1857797169559765401)  2024-11-16T14:45Z 13.7K followers, [--] engagements


"Why do you think these sell-side boutiques wait until the last moment to downgrade their unrealistic estimates It is almost as if they still needed access to spot fixtures. $FRO"  
[X Link](https://x.com/AyusoValue/status/1860969220080644107)  2024-11-25T08:50Z 13.7K followers, [----] engagements


"The Apple playbook one month later $STNG @VikingEyes @AyusoValue lot of STNG bashing but nothing wrong with the EPS or the ER. If think 1/2 the vessel sale $ in q4 going to debt half to buyback plus FCF in q4/q1 wouldn't surprise me to see north of 150m in buyback in next [--] months. internal and permanent EPS boost of 5%. The aapl playbook @VikingEyes @AyusoValue lot of STNG bashing but nothing wrong with the EPS or the ER. If think 1/2 the vessel sale $ in q4 going to debt half to buyback plus FCF in q4/q1 wouldn't surprise me to see north of 150m in buyback in next [--] months. internal and"  
[X Link](https://x.com/AyusoValue/status/1861045154007695601)  2024-11-25T13:51Z 13.8K followers, [----] engagements


"$DHT Liked $DHT at 12$ You will probably love it below 10$ 😉 Liked $DHT at 12$ You will probably love it below 10$ 😉"  
[X Link](https://x.com/AyusoValue/status/1861063863032054031)  2024-11-25T15:06Z 13.9K followers, [----] engagements

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