# ![@BryanSmithRISI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1004967782.png) @BryanSmithRISI Bryan Smith

Bryan Smith posts on X about $zim, $asts, imo, china the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1004967782/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004967782/c:line/m:interactions.svg)

- [--] Week [-----] -32%
- [--] Month [------] +113%
- [--] Months [------] -20%
- [--] Year [-------] +28%

### Mentions: [--] [#](/creator/twitter::1004967782/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004967782/c:line/m:posts_active.svg)

- [--] Month [--] -3.30%
- [--] Months [---] +14%
- [--] Year [---] +16%

### Followers: [-----] [#](/creator/twitter::1004967782/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004967782/c:line/m:followers.svg)

- [--] Week [-----] +0.09%
- [--] Month [-----] +0.24%
- [--] Months [-----] +1.30%
- [--] Year [-----] +3.80%

### CreatorRank: [---------] [#](/creator/twitter::1004967782/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004967782/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  29.41% [finance](/list/finance)  29.41% [countries](/list/countries)  14.29% [cryptocurrencies](/list/cryptocurrencies)  8.4% [technology brands](/list/technology-brands)  6.72% [travel destinations](/list/travel-destinations)  6.72% [fashion brands](/list/fashion-brands)  2.52% [financial services](/list/financial-services)  2.52% [automotive brands](/list/automotive-brands)  1.68% [premier league](/list/premier-league)  0.84%

**Social topic influence**
[$zim](/topic/$zim) #41, [$asts](/topic/$asts) #292, [imo](/topic/imo) 8.4%, [china](/topic/china) 8.4%, [this is](/topic/this-is) 7.56%, [market](/topic/market) 5.88%, [stocks](/topic/stocks) 5.88%, [bullish](/topic/bullish) #2982, [space](/topic/space) 5.04%, [zim integrated](/topic/zim-integrated) 4.2%

**Top accounts mentioned or mentioned by**
[@newslambert](/creator/undefined) [@astsmoon](/creator/undefined) [@miamiopen](/creator/undefined) [@hardrockstadium](/creator/undefined) [@pavyg](/creator/undefined) [@jane79591745](/creator/undefined) [@benrothenberg](/creator/undefined) [@fiscalai](/creator/undefined) [@origoinvest](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@futurumequities](/creator/undefined) [@intel](/creator/undefined) [@nvidia](/creator/undefined) [@investornick](/creator/undefined) [@jbulltard1](/creator/undefined) [@kenradio](/creator/undefined) [@cristinancl](/creator/undefined) [@investorplace](/creator/undefined) [@ahtrob](/creator/undefined) [@delcoronado](/creator/undefined)

**Top assets mentioned**
[ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Frontline Ltd. (FRO)](/topic/$fro) [Star Bulk Carriers Corp. (SBLK)](/topic/$sblk) [Devon Energy Corp (DVN)](/topic/$dvn) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [West Fraser Timber Co. Ltd (WFG)](/topic/$wfg) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Nike Inc (NKE)](/topic/$nke) [MP Materials Corp. (MP)](/topic/$mp) [2131KOBUSHIDE (21)](/topic/$21) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Goldman Sachs (GS)](/topic/goldman-sachs) [AhaToken (AHT)](/topic/$aht) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Golden Ocean Group Limited Common Stock (GOGL)](/topic/$gogl) [Story (IP)](/topic/$ip) [Edu3Labs (NFE)](/topic/$nfe) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Diana Shipping, Inc. (DSX)](/topic/$dsx) [VICI Properties, Inc. (VICI)](/topic/$vici) [Energy Transfer, LP. (ET)](/topic/$et) [Marvell Technology Inc (MRVL)](/topic/marvell-tech) [Coterra Energy Inc (CTRA)](/topic/$ctra) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Advanced Micro Devices (AMD)](/topic/$amd) [GSK plc (GSK)](/topic/$gsk) [Celanese Corporation (CE)](/topic/$ce) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Zim Integrated Shipping reportedly getting acquired by Hapag-Loyd for around $3 billion. As a long-time shareholder I'm not pleased. This is only a 10% premium to their current $2.7 billion market cap. $ZIM https://en.globes.co.il/en/article-hapag-lloyd-fimi-to-acquire-zim-for-over-3b-1001535019 https://en.globes.co.il/en/article-hapag-lloyd-fimi-to-acquire-zim-for-over-3b-1001535019"  
[X Link](https://x.com/BryanSmithRISI/status/2023134775054368821)  2026-02-15T20:38Z [----] followers, [----] engagements


"@MiamiOpen @HardRockStadium You posted this [--] hour ago yet almost simultaneously my TL said: "According to reliable sources an announcement is brewing that the Miami Open is officially off." 😬"  
[X Link](https://x.com/anyuser/status/1237845639364395010)  2020-03-11T20:59Z [----] followers, [--] engagements


"Enjoying coffee from Burundi and researching stocks. #coffee"  
[X Link](https://x.com/anyuser/status/1373401267951706113)  2021-03-20T22:29Z [----] followers, [--] engagements


"@pavyg Haha true. According to tennis media Murray is passionate Novak is temperamental. 😅"  
[X Link](https://x.com/BryanSmithRISI/status/1410350318177558531)  2021-06-30T21:31Z [----] followers, [--] engagements


"I'm polling US pulp markets through Friday at 12:30pm PST / 3:30pm EST. #pulp"  
[X Link](https://x.com/anyuser/status/1425247876318253066)  2021-08-11T00:09Z [----] followers, [--] engagements


"@JANE79591745 Imagine his reaction if it was Nadal or Federer running into the camera. 🙄"  
[X Link](https://x.com/anyuser/status/1429171433779781632)  2021-08-21T19:59Z [----] followers, [--] engagements


"@BenRothenberg So players should give up on winning a point because an unrelated hazard is on-court that could easily be placed off-court. Got it"  
[X Link](https://x.com/BryanSmithRISI/status/1429175498119073793)  2021-08-21T20:16Z [----] followers, [--] engagements


"Bought more AST SpaceMobile at $6.50. $ASTS"  
[X Link](https://x.com/anyuser/status/1481817964970053633)  2022-01-14T02:38Z [----] followers, [--] engagements


"Looks fairly congested outside the Port of Oakland with vessels waiting. This is bullish. $ZIM $SBLK $DSX $FRO"  
[X Link](https://x.com/BryanSmithRISI/status/1814090561609248949)  2024-07-19T00:11Z [----] followers, [----] engagements


"@fiscal_ai Most yields are high because their share prices are depressed since they rarely post a profit. An exception is VICI Properties which is a profit generating beast. IMO. $VICI"  
[X Link](https://x.com/BryanSmithRISI/status/2010878607267184729)  2026-01-13T00:56Z [----] followers, [---] engagements


"Do not mention Energy Transfer. At $18 it is an undervalued company yielding 7.5%. Data center energy needs will provide share price upside. IMO. $ET Energy Transfer Great yield time to buy. Energy Transfer Great yield time to buy"  
[X Link](https://x.com/BryanSmithRISI/status/2015871580497490145)  2026-01-26T19:36Z [----] followers, [---] engagements


"As the memory shortage continues hyperscalers will request more custom chips and AI accelerators to help bridge a speed gap. This is exactly what Marvell Technology provides so I'm adding to shares. $MRVL"  
[X Link](https://x.com/BryanSmithRISI/status/2016666365030257099)  2026-01-29T00:15Z [----] followers, [---] engagements


"@origoinvest Awesome run to kick off the New Year I took some profits today when they hit 52-week highs. Sitting on the rest. $TRMD $FRO"  
[X Link](https://x.com/BryanSmithRISI/status/2016671639464005711)  2026-01-29T00:36Z [----] followers, [---] engagements


"Once again I repeat Nike innovation is back. In a year its share price will reflect this. IMO. $NKE 🏆 #CFC #CHEWHU https://t.co/OYC8I64DuS 🏆 #CFC #CHEWHU https://t.co/OYC8I64DuS"  
[X Link](https://x.com/BryanSmithRISI/status/2017645124717883515)  2026-01-31T17:04Z [----] followers, [---] engagements


"Devon Energy is combining with Coterra in a $21.4 billion deal that surprised nobody. Devon one of the few US oil producers that remains profitable at $42 per barrel expands its Permian Basin footprint and capacity of $40 break even wells. $DVN $CTRA"  
[X Link](https://x.com/BryanSmithRISI/status/2018368445423972793)  2026-02-02T16:58Z [----] followers, [----] engagements


"Devon which sees $1 billion in pre-tax savings by [----] plans to increase its dividend and share buybacks. Despite a "global oil glut" this is bullish. IMO. Reuters coverage: $DVN https://www.reuters.com/legal/transactional/us-shale-producers-devon-coterra-merge-58-billion-deal-2026-02-02/ https://www.reuters.com/legal/transactional/us-shale-producers-devon-coterra-merge-58-billion-deal-2026-02-02/"  
[X Link](https://x.com/BryanSmithRISI/status/2018372762537169069)  2026-02-02T17:15Z [----] followers, [---] engagements


"As January US pulp prices closed flat to up $55/tonne Eldorado Suzano and Thunder Bay Pulp and Paper announced February hikes. Producers are trying to ratchet US up prices just weeks after capitulating on new annual contract discounts. #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/2018418936526803256)  2026-02-02T20:19Z [----] followers, [---] engagements


"Palantir Technologies just kicked off an exciting week of earnings reports. Some of my favorite holdings including PayPal and Super Micro Computer are on deck. Do you hold any of these $PLTR $PYPL $AMD $SMCI $EQNR $GSK"  
[X Link](https://x.com/BryanSmithRISI/status/2018455593187791229)  2026-02-02T22:44Z [----] followers, [---] engagements


"Super Micro Computer $SMCI prints a double beat: Revenue: $12.7 billion (vs $10.2 billion est). EPS: $0.69 (vs $0.49 est). Net income: $401 million. We ride again"  
[X Link](https://x.com/BryanSmithRISI/status/2018851787101639165)  2026-02-04T00:59Z [----] followers, [----] engagements


"Other than Super Micro's 14% surge the tech sector imploded today. Top gainers were in basic materials energy and consumer discretionaries. This is a rotation. $CE $DVN $NKE $SMCI"  
[X Link](https://x.com/BryanSmithRISI/status/2019201508135563490)  2026-02-05T00:08Z [----] followers, [---] engagements


"Hims had no problem stealing from Novo Nordisk and committing trademark infringement until the FDA leaned on them. Having a business model based on theft is why $HIMS stock is down 80%. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the"  
[X Link](https://x.com/BryanSmithRISI/status/2020332162340495678)  2026-02-08T03:01Z [----] followers, [----] engagements


"@StockSavvyShay @FuturumEquities Crowdstrike has never posted a net profit yet it gets a [--] while Palo Alto which banks hundreds of millions in net income every quarter is [--] $CRWD $PANW"  
[X Link](https://x.com/BryanSmithRISI/status/2020335075318198304)  2026-02-08T03:13Z [----] followers, [---] engagements


"Fellow Super Micro Computer investors in SoCal can hit their mixer this Tuesday at [--] p.m. Cocktail parties are the best opportunities to gain market intelligence. IMO. $SMCI Join Supermicro next week at West [----] to engage with industry leaders from the Navy Marine Corps Coast Guard and the @intel and @nvidia teams to discuss how enterprises and federal agencies are deploying AI Factories and accelerated infrastructure. Don't miss our exclusive https://t.co/QJnk4QKgaI Join Supermicro next week at West [----] to engage with industry leaders from the Navy Marine Corps Coast Guard and the @intel"  
[X Link](https://x.com/BryanSmithRISI/status/2020544583198015825)  2026-02-08T17:05Z [----] followers, [---] engagements


"Breaking: Nordic Kraft will implement an $80 per tonne price increase on NBSK pulp effective with February business until further notice industry sources told Fastmarkets. #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/2020985911883043211)  2026-02-09T22:19Z [----] followers, [---] engagements


"Suzano announced it's reducing market pulp production volume by about 3.5% of its nominal annual capacity for the entire year of [----]. The world's largest BEK producer noted "resuming the marginal volume would not provide adequate returns." #pulp $SUZ"  
[X Link](https://x.com/BryanSmithRISI/status/2021714304782020862)  2026-02-11T22:33Z [----] followers, [----] engagements


"@Investor_NICK_ @jbulltard1 I'll start buying $AMZN at $166"  
[X Link](https://x.com/BryanSmithRISI/status/2022413109407932666)  2026-02-13T20:50Z [----] followers, [---] engagements


"The mid-month US pulp price survey is closed. New contract and spot market prices are live at the Fastmarkets Dashboard: #pulp https://dashboard.fastmarkets.com/ https://dashboard.fastmarkets.com/"  
[X Link](https://x.com/BryanSmithRISI/status/2022456975163035791)  2026-02-13T23:44Z [----] followers, [---] engagements


"@kenradio there are people who think there's more than one true Captain"  
[X Link](https://x.com/anyuser/status/842458538190364672)  2017-03-16T19:32Z [----] followers, [--] engagements


"@CristinaNcl I'd rather see him sidelined than go on court and get whacked by lesser players. Best to fully recover and come back at 100%"  
[X Link](https://x.com/anyuser/status/889550827538456576)  2017-07-24T18:20Z [----] followers, [--] engagements


"Eden Hazard confirmed in the post-match interview he's leaving. No surprise but sad nonetheless. #ChelseaFC"  
[X Link](https://x.com/BryanSmithRISI/status/1133845243122601984)  2019-05-29T21:19Z [----] followers, [--] engagements


"For those interested in potential short squeezes here's the top shorted stocks. [---] Life Sciences $ATNF is #1 with 78% float shorted. Kempharm $KMPH is #2 at 70% and Senseonics $SENS #7 at 51%. GameStop $GME and $AMC are nowhere to be seen. @InvestorPlace https://investorplace.com/most-shorted-stocks/ https://investorplace.com/most-shorted-stocks/"  
[X Link](https://x.com/BryanSmithRISI/status/1378143888691453953)  2021-04-03T00:34Z [----] followers, [--] engagements


"ViacomCBS slid another 4% so I bought it today. Block sales from Goldman Sachs Morgan Stanley and Credit Suisse pummeled it down 57% but fundamentally it's a good stock. $43 entry represents solid mid- to long-term value. IMO. $VIAC"  
[X Link](https://x.com/BryanSmithRISI/status/1379235377303547907)  2021-04-06T00:51Z [----] followers, [--] engagements


"Pulp and lumber producer West Fraser reported 1Q sales increased 81% from the prior quarter to $2.343 billion. Earnings more than doubled to $665 million vs $282 million in 4Q20. $WFG #earnings Details: https://www.westfraser.com/investors/news/news-releases/west-fraser-announces-first-quarter-2021-results https://www.westfraser.com/investors/news/news-releases/west-fraser-announces-first-quarter-2021-results"  
[X Link](https://x.com/BryanSmithRISI/status/1390443649276678144)  2021-05-06T23:09Z [----] followers, [--] engagements


"West Fraser just announced an increase in its quarterly dividend to C$0.25 per share and that it plans to purchase up to [-------] of its common shares. $WFG Investor Relations statement: https://www.westfraser.com/investors/news/news-releases/west-fraser-increases-dividend-and-share-buyback-authorization https://www.westfraser.com/investors/news/news-releases/west-fraser-increases-dividend-and-share-buyback-authorization"  
[X Link](https://x.com/BryanSmithRISI/status/1402419345695772672)  2021-06-09T00:16Z [----] followers, [--] engagements


"@aht_rob I invested several weeks ago after a lot of due diligence and strongly believing in your firm's comeback. Glad to see so many others have jumped aboard. $AHT 🚀"  
[X Link](https://x.com/BryanSmithRISI/status/1402766662588239877)  2021-06-09T23:16Z [----] followers, [--] engagements


"Five years ago on Saturday night I'm at a bar getting wasted on martinis with my boys. Tonight I'm poolside buying the dip on Stellar Lumen. $XLM"  
[X Link](https://x.com/BryanSmithRISI/status/1403963149108219906)  2021-06-13T06:31Z [----] followers, [--] engagements


"West Fraser reduced output at its British Columbia SPF US South SYP North American OSB and Canadian plywood facilities by 5-10% due to wildfires in BC slowing orders and high inventory levels. Press release: $WFG https://www.westfraser.com/investors/news/news-releases/west-fraser-declares-dividend-and-provides-operational-update https://www.westfraser.com/investors/news/news-releases/west-fraser-declares-dividend-and-provides-operational-update"  
[X Link](https://x.com/BryanSmithRISI/status/1435751507840811009)  2021-09-08T23:46Z [----] followers, [--] engagements


"The US Senate is only [--] years late but better late than never. Bullish $TLRY $KERN $SNDL SENATE PASSES BILL TO EXPAND MEDICAL RESEARCH ON MARIJUANA $TLRY $ACB $CGC $SNDL $LFLY $CRON $JAGX SENATE PASSES BILL TO EXPAND MEDICAL RESEARCH ON MARIJUANA $TLRY $ACB $CGC $SNDL $LFLY $CRON $JAGX"  
[X Link](https://x.com/BryanSmithRISI/status/1507098621132488727)  2022-03-24T20:54Z [----] followers, [--] engagements


"AST Space Mobile 1Q results announced after the bell. I see no surprises. Blue Walker [--] remains on track for summer [----] launch. Fellow investors please share if anything big comes out of the call. $ASTS"  
[X Link](https://x.com/BryanSmithRISI/status/1526307132412350465)  2022-05-16T21:02Z [----] followers, [--] engagements


"With midterm elections on tap here comes the "inflation is good" propaganda. Flag Fortune for misinformation and shadow ban Twitter for amplifying this nonsense. #inflation #economy Not only are you paying more for stuff than a year ago but inflation continues to devastate the stock market too. But higher inflation can also be good. How 🧵 https://t.co/rGgM4GPwtR https://t.co/bTj1TPYdOp Not only are you paying more for stuff than a year ago but inflation continues to devastate the stock market too. But higher inflation can also be good. How 🧵 https://t.co/rGgM4GPwtR https://t.co/bTj1TPYdOp"  
[X Link](https://x.com/BryanSmithRISI/status/1572356393658884096)  2022-09-20T22:45Z [----] followers, [--] engagements


"My wife and I are at @delcoronado our favorite hotel worldwide. ✌"  
[X Link](https://x.com/BryanSmithRISI/status/1574996222728732672)  2022-09-28T05:35Z [----] followers, [--] engagements


"@NewsLambert That's one area the US has done it right: fixed APR mortgages. It would be terrible to deal with variable rates"  
[X Link](https://x.com/BryanSmithRISI/status/1586121181123395584)  2022-10-28T22:22Z [----] followers, [--] engagements


"Breaking: Swedish pulp producer SCA announced that it will increase NBSK pulp prices by $100 per tonne to a $1710 per tonne list in Europe effective with March deliveries. #pulp #Europe"  
[X Link](https://x.com/BryanSmithRISI/status/2022397724222722463)  2026-02-13T19:49Z [----] followers, [---] engagements


"Anyone remember Grigor's Bulgarian fans chanting nonstop at last year's Australian Open Get ready Melbourne. 🤣 https://x.com/AustralianOpen/status/942657987629293568 .@GrigorDimitrov spent [----] reaching new heights. And has no plans on slowing down anytime soon. https://t.co/XFv79RiUG1 #AusOpen https://t.co/6o3qFggL6D https://x.com/AustralianOpen/status/942657987629293568 .@GrigorDimitrov spent [----] reaching new heights. And has no plans on slowing down anytime soon. https://t.co/XFv79RiUG1 #AusOpen https://t.co/6o3qFggL6D"  
[X Link](https://x.com/BryanSmithRISI/status/943216086144577536)  2017-12-19T20:26Z [----] followers, [--] engagements


"Holding my shares of Barrick Gold even if the stock market broadly craters. $GOLD Gold seems to be the winner respondents were correct. https://t.co/Hh2Jgsin90 Gold seems to be the winner respondents were correct. https://t.co/Hh2Jgsin90"  
[X Link](https://x.com/BryanSmithRISI/status/1520219881953628160)  2022-04-30T01:53Z [----] followers, [--] engagements


"@SelfMadeMastery Here in the USA we still have a vaccine mandate for incoming non-US citizens at the airport. Americans have no such limitations. This doesn't "follow the science" but it's the current policy"  
[X Link](https://x.com/BryanSmithRISI/status/1599911422410227712)  2022-12-05T23:39Z [----] followers, [--] engagements


"@NewsLambert I don't think people have accounted for the economic turmoil the commercial real estate bust is going to leave in its wake. WFH and the exodus from offices is a permanent generational change"  
[X Link](https://x.com/BryanSmithRISI/status/1661864359801548801)  2023-05-25T22:38Z [----] followers, [----] engagements


"AST SpaceMobile shareholders in [----]. $ASTS"  
[X Link](https://x.com/BryanSmithRISI/status/1714079784727429147)  2023-10-17T00:44Z [----] followers, [----] engagements


"US NBSK SBSK pulp spot markets gain $15-20/tonne touching 17-month highs. BHK edges up $10/tonne. My Fastmarkets story: #pulp https://www.risiinfo.com/ic/news/marketprices/us-nbsk-sbsk-pulp-spot-markets-gain-15-20-tonne-touching-17-month-highs-bhk-edges-up-10-tonne234665.html https://www.risiinfo.com/ic/news/marketprices/us-nbsk-sbsk-pulp-spot-markets-gain-15-20-tonne-touching-17-month-highs-bhk-edges-up-10-tonne234665.html"  
[X Link](https://x.com/BryanSmithRISI/status/1798600183149998299)  2024-06-06T06:17Z [----] followers, [---] engagements


"My wife immigrated to America in [----]. Tonight she waited in line for two hours to vote for the first time. #ElectionDay"  
[X Link](https://x.com/BryanSmithRISI/status/1854012149426708604)  2024-11-06T04:05Z [----] followers, [---] engagements


"A month ago I spent [--] hours of my weekend researching Ashford Hospitality Trust. It's quietly gained 46% since then and surged 20% today. Given it's a reopening stock there's plenty of more upside. IMO. $AHT"  
[X Link](https://x.com/anyuser/status/1399918913794633728)  2021-06-02T02:40Z [----] followers, [--] engagements


"@ASTSMoon They'll jump on the bandwagon after it breaks $16 and say they were in at $5.50. $ASTS"  
[X Link](https://x.com/BryanSmithRISI/status/1522373127413518336)  2022-05-06T00:30Z [----] followers, [--] engagements


"Jim Cramer says don't buy so it looks like the bottom is in for Zim Integrated Shipping. $ZIM #InverseCramer"  
[X Link](https://x.com/BryanSmithRISI/status/1578846190489473025)  2022-10-08T20:34Z [----] followers, [--] engagements


"One of my [----] plays will be bonds. I prefer bond ETFs and managed funds over corporate bonds. Today I entered PIMCO at $20/share. It's near the pandemic price (March [--] 2022) yields 13% and pays dividends monthly. $PDO $PDI"  
[X Link](https://x.com/BryanSmithRISI/status/1617700278337409025)  2023-01-24T01:46Z [----] followers, [----] engagements


"@unusual_whales No surprise since everyone hates the "For You" default"  
[X Link](https://x.com/BryanSmithRISI/status/1640505298795499520)  2023-03-28T00:05Z [----] followers, [----] engagements


"Container shipping industry is expected to remain profitable despite downturn. @gCaptain $ZIM $SBLK $GOGL https://gcaptain.com/container-shipping-industry-expected-to-remain-profitable-despite-downturn/ https://gcaptain.com/container-shipping-industry-expected-to-remain-profitable-despite-downturn/"  
[X Link](https://x.com/BryanSmithRISI/status/1643040052967264257)  2023-04-03T23:57Z [----] followers, [----] engagements


"As weak demand forces US pulp prices down $50-85/tonne in biggest decline of the year International Paper curtails [------] tons on "economic" downtime. My Pulp & Paper Week story: $IP #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/1653914963965280257)  2023-05-04T00:10Z [----] followers, [----] engagements


"Global pulp producer inventories surged [------] tonnes in April to reach an all-time high. But in China Suzano and Arauco hiked BEK prices $30/tonne. My Pulp & Paper Week story: #China #pulp https://www.risiinfo.com/ic/news/pulpandpaper/global-pulp-producer-stocks-up-535-000-tonnes-to-all-time-high-suzano-arauco-hike-china-bek-30226321.htmlcatId=57&industryId=21&productId=9914&source=email_cz&mkt_tok=OTMwLVlTTi0zNDIAAAGMEUxQxeMJY1wjg7-Jvfg-VIvjfHMTTa_u_TTX8VpL987XwrG3-OXHEzxeWWssiCr0WtLXPNVipNCA1mWdQIgprzzeSSWBpEGG1IoQi07osQ"  
[X Link](https://x.com/BryanSmithRISI/status/1664025383329746944)  2023-05-31T21:45Z [----] followers, [----] engagements


"Greetings from Vancouver where International Pulp Week is underway and the martinis are flowing nightly. #pulpweek"  
[X Link](https://x.com/BryanSmithRISI/status/1665926693536579584)  2023-06-06T03:40Z [----] followers, [----] engagements


"Exited Coinbase now that it's up $131% YTD and the Fed is going to pummel crypto bros. I still like this predictably volatile stock and may rebuy later this year. Used proceeds to buy more shares of MP Materials and Albemarle. $COIN $MP $ALB"  
[X Link](https://x.com/BryanSmithRISI/status/1677039359160373248)  2023-07-06T19:38Z [----] followers, [----] engagements


"International Paper just declared a $0.4625/share quarterly dividend. Ex-dividend date is Aug. [--] and pays on Sept. [--]. Based on today's share price this represents a 5.84% annual yield. $IP"  
[X Link](https://x.com/BryanSmithRISI/status/1678882189252100096)  2023-07-11T21:41Z [----] followers, [---] engagements


"In US pulp spot markets supplies of incremental tonnage dimmed as producers inked deals to a hot Chinese export market. As a result domestic spot prices increased $10-25/tonne. My Fastmarkets story: #pulp https://www.risiinfo.com/ic/news/pulpandpaper/us-pulp-gains-accelerate-on-pivot-to-china-sending-spot-market-prices-up-10-25-tonne-229531.htmlcatId=57&industryId=21&productId=9914&source=email_cz&mkt_tok=OTMwLVlTTi0zNDIAAAGO4ka3nzqD8KXasIB7bqBRzeuTR50iB57zSb1UKUDh1VU9XAEch3Yb06tT2beTfh11ilH5p_Hz1GFANzYSCkY0CC-Zw5IjZGrrL_O_SbxJRw https://x.com/CVCEDO/status/1149528347023560704/photo/1"  
[X Link](https://x.com/BryanSmithRISI/status/1715111786201206921)  2023-10-19T21:04Z [----] followers, [----] engagements


"Did I say China was hot Chilean producer Arauco announced it'll raise November prices for key pulp grades by $50-80/tonne to China. #China #pulp https://www.risiinfo.com/ic/news/pulpandpaper/arauco-raise-prices-for-key-pulp-grades-by-50-80-per-tonne-for-november-shipments-in-china229575.html https://www.risiinfo.com/ic/news/pulpandpaper/arauco-raise-prices-for-key-pulp-grades-by-50-80-per-tonne-for-november-shipments-in-china229575.html"  
[X Link](https://x.com/BryanSmithRISI/status/1715163559322407396)  2023-10-20T00:30Z [----] followers, [---] engagements


"November US pulp prices rise $40-60/tonne on lower supplies as two-month spot market rally continues. My Pulp & Paper Week story: #pulp https://www.risiinfo.com/ic/news/pulpandpaper/us-pulp-rises-40-60-on-lower-supplies-as-two-month-spot-rally-continues-suzano-sets-20-80-dec-1-increase-230412.html https://x.com/Grupo_Ence/status/725596188154716160/photo/1 https://www.risiinfo.com/ic/news/pulpandpaper/us-pulp-rises-40-60-on-lower-supplies-as-two-month-spot-rally-continues-suzano-sets-20-80-dec-1-increase-230412.html https://x.com/Grupo_Ence/status/725596188154716160/photo/1"  
[X Link](https://x.com/BryanSmithRISI/status/1726735891417493833)  2023-11-20T22:54Z [----] followers, [---] engagements


"@2x4caster Lumber engagement in [----] when prices surge housing starts rally and mortgages dip to 5%"  
[X Link](https://x.com/BryanSmithRISI/status/1726775702815723801)  2023-11-21T01:33Z [----] followers, [----] engagements


"$ZIM shareholders whenever Houthi militants make an appearance"  
[X Link](https://x.com/BryanSmithRISI/status/1743448014172160175)  2024-01-06T01:42Z [----] followers, [----] engagements


"AST Space Mobile should have floated the Google / AT&T / Vodafone funding for 1-2 days before the $100M share offering. Their media savvy was once again horrible and shareholders got punished. $ASTS"  
[X Link](https://x.com/BryanSmithRISI/status/1748157908603572539)  2024-01-19T01:38Z [----] followers, [----] engagements


"Suzano sets $30-80/tonne March price hike on BEK pulp in Europe North America and Asia. Fastmarkets Sao Paulo: #pulp https://www.risiinfo.com/ic/news/pulpandpaper/suzano-sets-new-global-price-hike-for-bek-pulp-for-sales-in-march-including-asia232396.html https://www.risiinfo.com/ic/news/pulpandpaper/suzano-sets-new-global-price-hike-for-bek-pulp-for-sales-in-march-including-asia232396.html"  
[X Link](https://x.com/BryanSmithRISI/status/1762557616180617480)  2024-02-27T19:17Z [----] followers, [----] engagements


"US NBSK and BEK pulp prices surge $80/tonne in tighter-than-expected market. Meantime Finland's port strike marks the latest blow to NBSK supplies. My Pulp & Paper Week story: #pulp https://www.risiinfo.com/ic/news/pulpandpaper/us-nbsk-bek-pulp-surge-80-on-tighter-than-expected-market-finland-port-strike-latest-blow-to-nbsk-supplies232861.html https://x.com/bcbusiness/status/1549529898321977344/photo/1 https://www.risiinfo.com/ic/news/pulpandpaper/us-nbsk-bek-pulp-surge-80-on-tighter-than-expected-market-finland-port-strike-latest-blow-to-nbsk-supplies232861.html"  
[X Link](https://x.com/BryanSmithRISI/status/1769834507270566105)  2024-03-18T21:13Z [----] followers, [----] engagements


"As March pulp prices ripped Paper Excellence hiked NBSK SBSK and fluff $80/tonne effective April [--]. In BHK several new $100/tonne increases emerged. My Pulp & Paper Week story: #pulp https://www.risiinfo.com/ic/news/marketprices/as-march-pulp-prices-rip-pe-hikes-april-nbsk-sbsk-and-fluff-80-tonne-and-new-100-bhk-moves-emerge233326.html https://x.com/UniforTheUnion/status/1728115697169883447/photo/1 https://www.risiinfo.com/ic/news/marketprices/as-march-pulp-prices-rip-pe-hikes-april-nbsk-sbsk-and-fluff-80-tonne-and-new-100-bhk-moves-emerge233326.html"  
[X Link](https://x.com/BryanSmithRISI/status/1777449563475058779)  2024-04-08T21:32Z [----] followers, [----] engagements


"Me re-entering New Fortress Energy below $26/share. $NFE"  
[X Link](https://x.com/BryanSmithRISI/status/1787632687211299035)  2024-05-06T23:56Z [----] followers, [----] engagements


"Greeting from Vancouver where UPM exec Tomas Wiklund reports Finnish pulp mills' wood fiber costs have surged 25% since the EU banned Russian wood imports"  
[X Link](https://x.com/BryanSmithRISI/status/1797720093184659931)  2024-06-03T20:00Z [----] followers, [----] engagements


"US NBSK SBSK pulp prices rise $100/tonne to 21-month highs. BHK peak seen as supply shocks ease and China buyers strike continues. My Pulp & Paper Week story: #pulp https://www.risiinfo.com/ic/news/marketprices/us-bsk-pulp-rises-100-to-21-month-highs-bhk-peak-seen-as-supply-shocks-ease-china-buyers-strike-continues234919.html https://www.risiinfo.com/ic/news/marketprices/us-bsk-pulp-rises-100-to-21-month-highs-bhk-peak-seen-as-supply-shocks-ease-china-buyers-strike-continues234919.html"  
[X Link](https://x.com/BryanSmithRISI/status/1803164559362105463)  2024-06-18T20:35Z [----] followers, [---] engagements


"This is an amazing feat -- transporting goods across oceans. It fuels our global economy and is why I am an investor of $ZIM $FRO $NAT $SBLK $GOGL 💪 It was stated that the footage was recorded under wind force [--] which is more than 100km/hr. https://t.co/sWrV3sow8l It was stated that the footage was recorded under wind force [--] which is more than 100km/hr. https://t.co/sWrV3sow8l"  
[X Link](https://x.com/BryanSmithRISI/status/1832199527706849684)  2024-09-06T23:29Z [----] followers, [----] engagements


"@danielbraden18 The overall stock market is weak right now but Zim 3Q profits will crush 2Q and they're swimming in cash through year end. Stock should really be at $30 not $17. IMO. $ZIM"  
[X Link](https://x.com/BryanSmithRISI/status/1832225631154946264)  2024-09-07T01:13Z [----] followers, [---] engagements


"Nike CEO John Donahoe is retiring You know you ran a company into the ground when the stock rips 7% after your departure is announced. 😅 $NKE"  
[X Link](https://x.com/BryanSmithRISI/status/1836899936723468784)  2024-09-19T22:47Z [----] followers, [----] engagements


"The day when everyone at X is suddenly a shipping industry expert has commenced. Just want to say the US East and Gulf port strike does not "negativity affect" $GSL $ZIM $CMRE They want a 50% wage increase and 300% retirement increase. Its up to The US Maritime Alliance to make a deal with them. $FDX & $UPS should benefit bc high value goods will go to airfreight to avoid ports. $GSL $ZIM $CMRE likely to be negativity affected. #PortStrike They want a 50% wage increase and 300% retirement increase. Its up to The US Maritime Alliance to make a deal with them. $FDX & $UPS should benefit bc high"  
[X Link](https://x.com/BryanSmithRISI/status/1841217040629318013)  2024-10-01T20:42Z [----] followers, [----] engagements


"Phillips [--] closure of two refineries in Los Angeles will reportedly increase import demand by [------] barrels per day. This is bullish for tankers. $FRO $TRMD $NAT https://maritime-executive.com/article/la-refinery-closure-adds-long-haul-demand-for-product-tankers-in-pacific https://maritime-executive.com/article/la-refinery-closure-adds-long-haul-demand-for-product-tankers-in-pacific"  
[X Link](https://x.com/BryanSmithRISI/status/1848063020464832866)  2024-10-20T18:05Z [----] followers, [----] engagements


"Barrick Gold is currently below $21 per share. Comically undervalued against a backdrop of record gold prices. $GOLD JUST IN 🚨: Gold hits another all-time high in evening hours trading - absolutely unstoppable https://t.co/eWA9cDNooS JUST IN 🚨: Gold hits another all-time high in evening hours trading - absolutely unstoppable https://t.co/eWA9cDNooS"  
[X Link](https://x.com/BryanSmithRISI/status/1851470094242652401)  2024-10-30T03:44Z [----] followers, [----] engagements


"In sideline meetings at London Pulp Week sources told me Shandong Chenming was bust and would soon close massive capacity. Those "rumors" were true. The firm is closing [--] million tonnes of pulp and paper capacity. Fastmarkets story: #China #pulp https://www.risiinfo.com/ic/news/marketprices/shandong-chenming-idles-70-p-p-capacity-due-to-huge-debts-65-bank-accounts-frozen238267.html https://www.risiinfo.com/ic/news/marketprices/shandong-chenming-idles-70-p-p-capacity-due-to-huge-debts-65-bank-accounts-frozen238267.html"  
[X Link](https://x.com/BryanSmithRISI/status/1861135663996797022)  2024-11-25T19:51Z [----] followers, [----] engagements


"Stellantis has quality moves with Jeep Dodge and Alfa Romeo that will buoy sales in [----]. With a P/E ratio of just [--] profit margins of 10% and prior clueless CEO fired this stock is now undervalued. Share price will double in a year. IMO. $STLA"  
[X Link](https://x.com/BryanSmithRISI/status/1883008043031687595)  2025-01-25T04:24Z [----] followers, [----] engagements


"President Trump just confirmed all Canadian imports get hit with a 25% starting on Tuesday Mar. [--]. Presuming they do pulp prices will surge probably. Some producers are now withholding spot offers waiting for Tuesday because prices may be much higher. #pulp #tariffs"  
[X Link](https://x.com/BryanSmithRISI/status/1895184624512557432)  2025-02-27T18:49Z [----] followers, [----] engagements


"On the eve of Trump's 25% tariffs on Canada and Mexico and 10% on China Extreme Fear has entered the chat. Thus the stock market decided it's a sell everything day"  
[X Link](https://x.com/BryanSmithRISI/status/1896663025979109437)  2025-03-03T20:44Z [----] followers, 33K engagements


"Fair value if they want to buy out Zim Integrated Shipping. $ZIM Full Article From IBKR: https://t.co/Z3E9TJwwfb Full Article From IBKR: https://t.co/Z3E9TJwwfb"  
[X Link](https://x.com/BryanSmithRISI/status/1897822082664165627)  2025-03-07T01:30Z [----] followers, [----] engagements


"In the wake of President Trump's press conference yesterday I confirmed EU pulp producers got hit with a 20% import tariff Brazilian pulp faces a 10% tariff and Canada is now tariff-exempt so 0%. This is because Canadian pulp is "USMCA compliant." #pulp #tariffs"  
[X Link](https://x.com/BryanSmithRISI/status/1907935397491126542)  2025-04-03T23:17Z [----] followers, [---] engagements


"Blank sailings are becoming widespread as shippers cancel orders to and from China due to the trade war. This could lead to a freight rate spike like the Covid days. $ZIM https://www.cnbc.com/amp/2025/04/16/trade-war-fallout-china-freight-ship-decline-begins-orders-plummet.html https://www.cnbc.com/amp/2025/04/16/trade-war-fallout-china-freight-ship-decline-begins-orders-plummet.html"  
[X Link](https://x.com/BryanSmithRISI/status/1912922764048236743)  2025-04-17T17:35Z [----] followers, [---] engagements


"Oil is obviously on a tear for the next week which is bullish for Devon Energy $DVN Equinor $EQNR etc. The Iran conflict is also reportedly adding to earlier freight rate gains in container and tanker shipping. Bullish $ZIM $FRO $TRMD"  
[X Link](https://x.com/BryanSmithRISI/status/1934316891717427332)  2025-06-15T18:27Z [----] followers, [----] engagements


"On Monday a $39 million sale led Opendoor stock to reverse. Since then institutional investors have made $21 million and $15 million buys suggesting a second rally is on tap. Stock's up 6% after hours. $OPEN"  
[X Link](https://x.com/BryanSmithRISI/status/1948179416795738552)  2025-07-24T00:32Z [----] followers, [----] engagements


"Nice story on Star Bulk Carriers missing Q3 estimates but rising anyhow. Also covers a personal fave Zim Integrated Shipping. $SBLK $ZIM @IBD_JArancibia https://t.co/nUho3dV98v https://t.co/nUho3dV98v"  
[X Link](https://x.com/BryanSmithRISI/status/1991575096306332078)  2025-11-20T18:31Z [----] followers, [---] engagements


"Two of my parents' friends from Paradise who'd been listed as missing have been found one of them just last night. Good news can still come out of this. #CampFire The death toll from the massive wildfire in Northern California dubbed the #CampFire has climbed to [--] while nearly [----] names were still listed as missing according to local authorities https://t.co/sDLxoy2tpd The death toll from the massive wildfire in Northern California dubbed the #CampFire has climbed to [--] while nearly [----] names were still listed as missing according to local authorities https://t.co/sDLxoy2tpd"  
[X Link](https://x.com/BryanSmithRISI/status/1064654490563862528)  2018-11-19T22:59Z [----] followers, [--] engagements


"Next week I'm taking my wife to a historical tennis resort in Palm Springs for our one-year anniversary. It'll be our first week-long vacation this year which is far overdue. Cheers and see you all soon"  
[X Link](https://x.com/BryanSmithRISI/status/1312219211364732934)  2020-10-03T02:33Z [----] followers, [--] engagements


"@ORTEX So hedge funds are doubling down on their shorts after getting pummeled for a week straight 😅 $AMC"  
[X Link](https://x.com/BryanSmithRISI/status/1400194535183974405)  2021-06-02T20:56Z [----] followers, [--] engagements


"West Fraser just announced 2Q [----] results and they crushed it. The lumber and pulp producer's 2Q sales increased 61% to $3.779 billion. Earnings soared to $1.488 billion up 124% vs 1Q. Analyst Call is July [--] at 8:30am PST. $WFG https://www.westfraser.com/investors/news/news-releases/west-fraser-announces-2021-second-quarter-results-and-2021-virtual-investor-event https://www.westfraser.com/investors/news/news-releases/west-fraser-announces-2021-second-quarter-results-and-2021-virtual-investor-event"  
[X Link](https://x.com/BryanSmithRISI/status/1420513643989331975)  2021-07-28T22:36Z [----] followers, [--] engagements


"When Michael Moore was filming Roger & Me I was a teenager working at Bugatti Cafe in San Francisco. That's where he shot the notorious barista scene. Making my 1st film Roger & Me I was broke so I wrote to some famous people to ask for help. Only one responded: Ed Asner. I dont know you kid but heres [---] bucks said the note attached to the check. Sounds like itll be a great film. I was an autoworker once. R.I.P. Ed https://t.co/AuGCNlyNnC Making my 1st film Roger & Me I was broke so I wrote to some famous people to ask for help. Only one responded: Ed Asner. I dont know you kid but heres 500"  
[X Link](https://x.com/BryanSmithRISI/status/1432098430105444353)  2021-08-29T21:50Z [----] followers, [--] engagements


"@stocksandbjj Entered $SUNL a couple weeks ago at $5.20 and added below $5 today. Good mid-term play it'll break $10. IMO"  
[X Link](https://x.com/BryanSmithRISI/status/1448067545278332930)  2021-10-12T23:26Z [----] followers, [--] engagements


"Entered AST SpaceMobile at $7.94. Big market cap low debt and its share price has been beaten down with the sector. I think they will have success at monetizing their space exploration better than others. $ASTS"  
[X Link](https://x.com/BryanSmithRISI/status/1478472068966469634)  2022-01-04T21:03Z [----] followers, [--] engagements


"Added to my AST SpaceMobile Virgin Galactic and Palantir Technologies holdings today. Missed the lowest prices on Friday but these are still exceptional bargains. IMO. $ASTS $SPCE $PLTR"  
[X Link](https://x.com/BryanSmithRISI/status/1488641221471858688)  2022-02-01T22:31Z [----] followers, [--] engagements


"@ben_furtagraphy @thatl0calguy LOL. Anyone who's been to California knows there's no way in hell this is Sacramento"  
[X Link](https://x.com/BryanSmithRISI/status/1496279547767103490)  2022-02-23T00:23Z [----] followers, [--] engagements


"Breaking: The biggest price increase in global pulp markets of [----] is now circulating in China. Story coming. #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/1503838963982692353)  2022-03-15T21:02Z [----] followers, [--] engagements


"@ASTSMoon I'm sticking to my $28 prediction the same number as when I loaded the boat months ago at $5.50. Fact is nobody knows. Macro market could torpedo all the gains we've had thus far or if we get broad market momentum we could eclipse $28. $ASTS"  
[X Link](https://x.com/BryanSmithRISI/status/1560335192748740608)  2022-08-18T18:37Z [----] followers, [--] engagements


"In a broadly red day for growth stocks after Jerome Powell's speech AST Space Mobile is up nearly 4%. Interesting. $ASTS Elon and Mike helped the world focus attention on the huge market opportunity for SpaceMobile the only planned space-based cellular broadband network. BlueWalker [--] which has a [---] sq ft array is scheduled for launch within weeks 🌐📶 #5G Elon and Mike helped the world focus attention on the huge market opportunity for SpaceMobile the only planned space-based cellular broadband network. BlueWalker [--] which has a [---] sq ft array is scheduled for launch within weeks 🌐📶 #5G"  
[X Link](https://x.com/BryanSmithRISI/status/1563225463157272577)  2022-08-26T18:02Z [----] followers, [--] engagements


"Friendly reminder it's tax loss season. Time to tally up all net profits from [----] trading and dividends and sell an equivalent value of stocks at a loss. This allows you to shore up your brokerage accounts' strength by dumping losers. And dodge capital gains taxes. 😉"  
[X Link](https://x.com/BryanSmithRISI/status/1599918001855528961)  2022-12-06T00:05Z [----] followers, [--] engagements


"China pulp inventories at ports increased to [---] million tonnes in January vs [---] million at "normal levels" according to Goldman Sachs analyst Marcio Farid. January's port stocks in China were up 6% month-over-month. #China #pulp #Statistics"  
[X Link](https://x.com/BryanSmithRISI/status/1622767526831595520)  2023-02-07T01:21Z [----] followers, [----] engagements


"@spacanpanman @steve_larrison Sorry to hear about Steve. We didn't always agree but he was a passionate supporter of the space economy and a thoughtful investor. RIP"  
[X Link](https://x.com/BryanSmithRISI/status/1629273654293921793)  2023-02-25T00:14Z [----] followers, [---] engagements


"This affirms the technology works eliminating the major downside risk to AST Space Mobile. IMO. $ASTS https://finance.yahoo.com/news/ast-spacemobile-makes-history-cellular-120000201.html https://finance.yahoo.com/news/ast-spacemobile-makes-history-cellular-120000201.html"  
[X Link](https://x.com/BryanSmithRISI/status/1650922489923641344)  2023-04-25T17:59Z [----] followers, [----] engagements


"Last week I entered MP Materials one of the world's only rare earth producers when it touched a 52-week low at $21. End products demand growth expected at 80% over [--] years high barrier of entry current low valuation make it a winner. IMO. $MP https://www.wsj.com/articles/the-u-s-wants-a-rare-earths-supply-chain-heres-why-it-wont-come-easily-dfc3b632 https://www.wsj.com/articles/the-u-s-wants-a-rare-earths-supply-chain-heres-why-it-wont-come-easily-dfc3b632"  
[X Link](https://x.com/BryanSmithRISI/status/1652737242480390144)  2023-04-30T18:10Z [----] followers, [----] engagements


"AST Space Mobile confirmed basic 4G phones successfully connected with their satellites. This means we can talk text download files and stream from anywhere anytime. An historical breakthrough. $ASTS https://www.businesswire.com/news/home/20230621154227/en/AST-SpaceMobile-Confirms-4G-Capabilities-to-Everyday-Smartphones-Directly-From-Space https://www.businesswire.com/news/home/20230621154227/en/AST-SpaceMobile-Confirms-4G-Capabilities-to-Everyday-Smartphones-Directly-From-Space"  
[X Link](https://x.com/BryanSmithRISI/status/1671563272473149443)  2023-06-21T16:58Z [----] followers, [----] engagements


"Greetings from San Francisco. We used to stay at the Mark Hopkins for weekend staycations now it's our HQ for out of town visits"  
[X Link](https://x.com/BryanSmithRISI/status/1682976314880593921)  2023-07-23T04:49Z [----] followers, [---] engagements


"Greetings from London where pulp market participants from around the world have convened and producer inventories just posted their biggest ever drop -- declining [------] tonnes. My Pulp & Paper Week story: #pulp https://www.risiinfo.com/ic/news/pulpandpaper/as-us-pulp-closes-flat-to-up-40-producer-inventories-post-their-biggest-ever-drop-totaling-805-000-tonnes230080.html https://x.com/addictviews/status/1720490515164971390/photo/1 https://www.risiinfo.com/ic/news/pulpandpaper/as-us-pulp-closes-flat-to-up-40-producer-inventories-post-their-biggest-ever-drop-totaling-805-000-tonnes230080.html"  
[X Link](https://x.com/BryanSmithRISI/status/1721582706960539809)  2023-11-06T17:37Z [----] followers, [----] engagements


"Breaking: Alberta-Pacific has announced a $100/tonne price increase on NBHK pulp to customers in North America effective April [--]. My Fastmarkets story: #pulp https://www.risiinfo.com/ic/news/pulpandpaper/alberta-pacific-slates-100-tonne-increase-on-nbhk-pulp-in-north-america-effective-april-1233069.html https://www.risiinfo.com/ic/news/pulpandpaper/alberta-pacific-slates-100-tonne-increase-on-nbhk-pulp-in-north-america-effective-april-1233069.html"  
[X Link](https://x.com/BryanSmithRISI/status/1772403191310655798)  2024-03-25T23:20Z [----] followers, [---] engagements


"Who else bought the Zim Integrated Shipping dip $ZIM Overall for March the top [--] major US Shipping Winners and Losers: $NMM +27% $GLNG +14% $SHIP +11% $ZIM -19% $PANL -17% $KNOP -13% Overall for March the top [--] major US Shipping Winners and Losers: $NMM +27% $GLNG +14% $SHIP +11% $ZIM -19% $PANL -17% $KNOP -13%"  
[X Link](https://x.com/BryanSmithRISI/status/1773817406961705377)  2024-03-29T21:00Z [----] followers, [----] engagements


"Breaking: Arauco of Chile announced new $20-30/tonne price increases on bleached radiata pine and BEK exports to China. Fastmarkets story: #China #pulp https://www.risiinfo.com/ic/news/pulpandpaper/arauco-seeks-price-rises-of-20-30-per-tonne-for-radiata-pine-bhk-imports-into-china234500.html https://www.risiinfo.com/ic/news/pulpandpaper/arauco-seeks-price-rises-of-20-30-per-tonne-for-radiata-pine-bhk-imports-into-china234500.html"  
[X Link](https://x.com/BryanSmithRISI/status/1795523714643366033)  2024-05-28T18:33Z [----] followers, [---] engagements


"In sideline meetings across downtown Vancouvers hotel conference rooms bars and restaurants market participants hashed out this months $60-100/tonne price hikes in face-to-face meetings between buyers and sellers. My Pulp & Paper Week story: #pulp https://www.risiinfo.com/ic/news/marketprices/market-pulp-global-pulp-market-sentiment-mixed-at-ipw-suzano-metsa-fibre-ready-june-mill-startups234767.html https://www.risiinfo.com/ic/news/marketprices/market-pulp-global-pulp-market-sentiment-mixed-at-ipw-suzano-metsa-fibre-ready-june-mill-startups234767.html"  
[X Link](https://x.com/BryanSmithRISI/status/1801403679502909624)  2024-06-13T23:58Z [----] followers, [---] engagements


"China on Saturday issued new rules to control its rare earths supply. With 90% of global rare earths capacity China is far ahead of the West. This is bullish for MP Materials America's only rare earths miner and refiner. IMO. $MP @MPMaterials https://ca.finance.yahoo.com/news/china-issues-rare-earth-regulations-144946340.html https://ca.finance.yahoo.com/news/china-issues-rare-earth-regulations-144946340.html"  
[X Link](https://x.com/BryanSmithRISI/status/1807463447145373975)  2024-06-30T17:17Z [----] followers, [---] engagements


"Meantime New Fortress Energy stock tumbled 14% today on Deutsche Bank's price target cut to $26. Neither of which makes sense. IMO. $NFE $NFE Update: Now operational FLNG [--] expects to deliver its first cargo in August and enter full production thereafter. $700M loan closed for FLNG [--] https://t.co/rqFsND9aGO $NFE Update: Now operational FLNG [--] expects to deliver its first cargo in August and enter full production thereafter. $700M loan closed for FLNG [--] https://t.co/rqFsND9aGO"  
[X Link](https://x.com/BryanSmithRISI/status/1815846488041480207)  2024-07-23T20:28Z [----] followers, [----] engagements


"How it started. How it's going. $ASTS"  
[X Link](https://x.com/BryanSmithRISI/status/1817297012880240890)  2024-07-27T20:32Z [----] followers, [----] engagements


"Surcharges of $1500 per TEU announced ahead of possible East Coast port strikes. This is bullish for container shipping lines. $ZIM https://www.seatrade-maritime.com/containers/container-lines-roll-out-us-east-coast-surcharges-as-port-strike-looms https://www.seatrade-maritime.com/containers/container-lines-roll-out-us-east-coast-surcharges-as-port-strike-looms"  
[X Link](https://x.com/BryanSmithRISI/status/1837276054953869659)  2024-09-20T23:42Z [----] followers, [----] engagements


"During International Pulp Week my wife came to Vancouver for the first time. She attended cocktail parties and met sources I've known for decades. Wishing everyone a safe flight home. 👋"  
[X Link](https://x.com/BryanSmithRISI/status/1931469791971471566)  2025-06-07T21:54Z [----] followers, [---] engagements


"Opendoor shareholder checking in. I entered this on the basis of future not current profitability. Once the Fed starts cutting rates and real estate markets improve it will magnify the current rise. IMO. $OPEN Opendoor's stock is up +325% this monthbut if you look under the hood the iBuyer is doing fire sales in a number of key housing markets Nearly 100% of Opendoor's inventory in Sacramento is currently being sold at a loss according to @ParclLabs https://t.co/SxR2t2BiKP https://t.co/1XuqeDWuaT Opendoor's stock is up +325% this monthbut if you look under the hood the iBuyer is doing fire"  
[X Link](https://x.com/BryanSmithRISI/status/1947024348394721436)  2025-07-20T20:02Z [----] followers, [----] engagements

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