#  @DOMOCAPITAL DOMO Capital Management, LLC
DOMO Capital Management, LLC posts on X about $alto, $gme, gme, $pbi the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::1016523214422511617/interactions)
- [--] Week [------] -96%
- [--] Month [---------] +5,924%
- [--] Months [---------] +2,167%
- [--] Year [---------] +232%
### Mentions: [--] [#](/creator/twitter::1016523214422511617/posts_active)
- [--] Week [--] -28%
- [--] Month [---] +132%
- [--] Months [---] +254%
- [--] Year [---] +64%
### Followers: [---------] [#](/creator/twitter::1016523214422511617/followers)
- [--] Week [------] -0.03%
- [--] Month [------] +8.60%
- [--] Months [------] +7.60%
- [--] Year [------] +6.80%
### CreatorRank: [---------] [#](/creator/twitter::1016523214422511617/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [us election](/list/us-election) [travel destinations](/list/travel-destinations)
**Social topic influence**
[$alto](/topic/$alto) #1, [$gme](/topic/$gme) #261, [gme](/topic/gme) #204, [$pbi](/topic/$pbi) #5, [$gpre](/topic/$gpre) #4, [debt](/topic/debt), [money](/topic/money), [stocks](/topic/stocks) #5100, [in the](/topic/in-the), [tariffs](/topic/tariffs)
**Top accounts mentioned or mentioned by**
[@ryancohen](/creator/undefined) [@theroaringkitty](/creator/undefined) [@crowdturtle](/creator/undefined) [@bullstkpicks](/creator/undefined) [@valuedontlie](/creator/undefined) [@violacapital](/creator/undefined) [@bullsbayretail](/creator/undefined) [@elonmusk](/creator/undefined) [@oldmammoth69](/creator/undefined) [@michaeljburry](/creator/undefined) [@jimcramer](/creator/undefined) [@sadboiintech](/creator/undefined) [@fredloifa](/creator/undefined) [@cgasparino](/creator/undefined) [@gamestop](/creator/undefined) [@pitneybowes](/creator/undefined) [@dmlr53](/creator/undefined) [@cyan005](/creator/undefined) [@citronresearch](/creator/undefined) [@realdonaldtrump](/creator/undefined)
**Top assets mentioned**
[GameStop, Corp. (GME)](/topic/$gme) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [United Parcel Service, Inc. (UPS)](/topic/$ups) [ADAMANT Messenger (ADM)](/topic/$adm) [Valero Energy Corporation (VLO)](/topic/$vlo) [Newell Brands Inc (NWL)](/topic/$nwl) [FedEx Corporation (FDX)](/topic/$fdx) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Dogecoin (DOGE)](/topic/doge) [Bitcoin (BTC)](/topic/bitcoin) [Bank of America (BAC)](/topic/bank-of-america)
### Top Social Posts
Top posts by engagements in the last [--] hours
"It means that w/ $CHWY @ryancohen simply perfected the failed business model. He will transform $GME in the same way @jimcramer. He didn't start from scratch this time bc $GME had valuable vendor and customer relationships and assets. Leadership matters. http://pets.com http://pets.com"
[X Link](https://x.com/DOMOCAPITAL/status/1367547378740387844) 2021-03-04T18:47Z 43.3K followers, [---] engagements
"@DOMOCAPITAL wants to hammer this home. $CHWY is essentially The difference is that @ryancohen knew how to do it right. He personalized it. He perfected the business model. $CHWY is now a $35B company. He can do the same with $GME - in time(not overnight) http://pets.com http://pets.com"
[X Link](https://x.com/DOMOCAPITAL/status/1367550723878252551) 2021-03-04T19:01Z 43.3K followers, [---] engagements
"After blocking @DOMOCAPITAL for speaking truths @jimcramer now says DO MO' with DOMO C'mon man - it's #YOLOwithDOMO"
[X Link](https://x.com/DOMOCAPITAL/status/1377719428134141956) 2021-04-01T20:28Z 43.3K followers, [---] engagements
"Fees of 2.5% + 30% of profits for 19% a year Welcome to @DOMOCAPITAL: https://www.domocapital.com/factsheet.html "over the past five years Muddy Waters has produced an annualized return of roughly [--] percent and thats after a [---] percent management fee and a [--] percent performance fee." https://t.co/7hYfHYmnRo https://www.domocapital.com/factsheet.html "over the past five years Muddy Waters has produced an annualized return of roughly [--] percent and thats after a [---] percent management fee and a [--] percent performance fee." https://t.co/7hYfHYmnRo"
[X Link](https://x.com/DOMOCAPITAL/status/1384254588706988038) 2021-04-19T21:16Z 43.6K followers, [---] engagements
"If only there was a RIA / portfolio manager with a great track record of making predominately long-term (greater than one year) investments in undervalued stocks. 🤔 #YOLOwithDOMO https://www.domocapital.com/factsheet.html As long as you have diamond hands you do NOT have to worry about Biden's tax plan. Investments held for less than one year will be taxed like regular income. Investments held for more than one year have three tax brackets that top out at just 20%. Few understand this. https://www.domocapital.com/factsheet.html As long as you have diamond hands you do NOT have to worry about"
[X Link](https://x.com/DOMOCAPITAL/status/1385588877147185152) 2021-04-23T13:38Z 43.6K followers, [---] engagements
""There are over a dozen proposals under consideration including . requiring hedge funds to disclose any short-selling . against stocks to the public." The disclosure rules should be the same for longs / shorts. Disclose if 5% of shares outstanding. https://seekingalpha.com/news/3717584-democrats-seek-tougher-hedge-fund-regulation-after-robinhood-archegos-debacles https://seekingalpha.com/news/3717584-democrats-seek-tougher-hedge-fund-regulation-after-robinhood-archegos-debacles"
[X Link](https://x.com/DOMOCAPITAL/status/1417916944787939342) 2021-07-21T18:38Z 43.5K followers, [---] engagements
"If you want to be a great investor #TimeArbitrage is your friend. It goes against almost every natural instinct every person has which is precisely why the ability to appropriately implement the strategy results in incredible alpha generation over time: https://www.domocapital.com/factsheet.html https://www.domocapital.com/factsheet.html"
[X Link](https://x.com/DOMOCAPITAL/status/1453775612498386987) 2021-10-28T17:28Z 43.6K followers, [--] engagements
"2023 travel requirements: Wow. this is crazy. Wow. this is crazy"
[X Link](https://x.com/DOMOCAPITAL/status/1528117145636413440) 2022-05-21T20:54Z 43.6K followers, [--] engagements
"Recession-proof: My wife's love for candles hand soap and lotion 😂(no position in $BBWI) Bath and Body Works' stock surges after it raises guidance beats on earnings"
[X Link](https://x.com/DOMOCAPITAL/status/1659193879646859266) 2023-05-18T13:47Z 42K followers, [----] engagements
"If $UPS workers strike $PBI is without question the #1 beneficiary. Sure $FDX will benefit but the impact it would have to @PitneyBowes would forever alter the trajectory of the domestic parcel business. 👀"
[X Link](https://x.com/DOMOCAPITAL/status/1661020852429922308) 2023-05-23T14:46Z 42K followers, [--] engagements
"Hope @ryancohen isn't referring to his appointment as Executive Chairman. Love that he is taking a much more hands-on approach. $1B+ of cash in Ryan's hands will be worth multiples of that now that he is allocating the capital. If anyone can transform $GME it is Ryan"
[X Link](https://x.com/DOMOCAPITAL/status/1666544832360112128) 2023-06-07T20:37Z 42K followers, [--] engagements
"Love it @ryancohen puts his money where is mouth is: Those that bet against Ryan are fools $GME"
[X Link](https://x.com/DOMOCAPITAL/status/1668611909052948480) 2023-06-13T13:30Z 42K followers, [---] engagements
"@blackburn_ga Corn oil natural gas. absolutely Which direction is the question 🤣🤣 so many variables don't think anyone can truly know at this point. Would love to see Ukraine war end a sell-off in corn and oil and reduced inflation"
[X Link](https://x.com/DOMOCAPITAL/status/1672642596127277056) 2023-06-24T16:28Z 42K followers, [--] engagements
"Happy to have Jeremy on-board but his letter to the $ALTO BOD is misguided. As the beneficial holder of 3.6M shares I am certainly not asking @gilbertenathan or the rest of the BOD to sell ALTO's assets for such a paltry return as shares could exceed $20-$30 in several years"
[X Link](https://x.com/DOMOCAPITAL/status/1674413479237763072) 2023-06-30T01:48Z 42K followers, 10.2K engagements
"It would make more sense for an activist to come into the $PBI picture vs $ALTO just as Ryan Cohen did with $GME the first go-around with Hestia. Hestia has once again paved the way and an additional activist in $PBI could easily lead to immediate change. $ALTO is more like $UNFI"
[X Link](https://x.com/DOMOCAPITAL/status/1674430959750610946) 2023-06-29T14:56Z 42K followers, [----] engagements
"We heavily bought $UNFI in the single digits before exiting around the $40s. People complained about UNFI management at the time too even though it was very well managed but just operating in a difficult environment. Just as has been the case with $ALTO the last few years"
[X Link](https://x.com/DOMOCAPITAL/status/1674432445708668936) 2023-06-29T15:04Z 42K followers, [----] engagements
"Q2 estimates for $ALTO are wildly wrong: $ALTO lost $0.18 per share ($13.2M) in Q1. Q1 crush margin in IL was -$0.19 vs Q2 +$0.16. Q2 nat gas cost (from Ameren IL) is down 41.4% vs Q1. Magic Valley restarted in Q2 w/ corn oil and possibly some protein sales. Could go on"
[X Link](https://x.com/DOMOCAPITAL/status/1676990591199059968) 2023-07-06T16:24Z 42.4K followers, [----] engagements
"Interesting - haven't seen a several cent gap in the bid / ask for $ALTO before. $ALTO is NOT $GME - but the joy of watching it sure has that familiar feel. Especially with the ability to track the crush margin daily (similar to how we used to track the $GME online orders)"
[X Link](https://x.com/DOMOCAPITAL/status/1678483526033764359) 2023-07-10T21:29Z 42.2K followers, [----] engagements
"Yes and $50M EBITDA is conservative. I really think that is a very low estimate for $ALTO for '23. And then at what point does market start pricing in the additional EBITDA for [----] and beyond This was probably the greatest set-up I've ever seen since $GME at 50% below net cash"
[X Link](https://x.com/DOMOCAPITAL/status/1678917599520751616) 2023-07-12T00:50Z 42K followers, 22.6K engagements
"I'm actually slightly tempted to do a Live AMA on $ALTO AKA @TheRoaringKitty style. It's finally reached that $GME level kind of obsession to me. I think it'd be kind of fun to answer whatever questions people may have. Would people be interested in this Yes and $50M EBITDA is conservative. I really think that is a very low estimate for $ALTO for '23. And then at what point does market start pricing in the additional EBITDA for [----] and beyond This was probably the greatest set-up I've ever seen since $GME at 50% below net cash. Yes and $50M EBITDA is conservative. I really think that is a"
[X Link](https://x.com/DOMOCAPITAL/status/1678921189903720449) 2023-07-12T00:16Z 43.6K followers, 42.2K engagements
"@DeepSailCapital Truth. Recency bias is the biggest. Can apply it to anything even cheering on a sports team. People always overeact (either good or bad) to whatever has happened most recently"
[X Link](https://x.com/DOMOCAPITAL/status/1679273458637611012) 2023-07-12T23:47Z 42K followers, [---] engagements
"Businesses have less than two weeks to switch their business from $UPS to $PBI or $FDX and @PitneyBowes is probably the only viable solution at this point from a capacity standpoint: Better get on it - onboarding takes time"
[X Link](https://x.com/DOMOCAPITAL/status/1681365486380933125) 2023-07-18T18:09Z 42K followers, [--] engagements
"Not that this should be any surprise but I have confirmed with $ALTO that there would not be any impact if $UPS strikes. $PBI on the other hand - would greatly benefit"
[X Link](https://x.com/DOMOCAPITAL/status/1682472547818823681) 2023-07-22T06:38Z 42K followers, [----] engagements
"A dream scenario might be $ALTO teaming up on carbon sequestration with a partner that would have billions of gallons of SAF demand annually. Perhaps a major airline based in the Chicago area near the Pekin facility. 🤔"
[X Link](https://x.com/DOMOCAPITAL/status/1684970121020809220) 2023-08-04T21:41Z 42K followers, [----] engagements
"What could give us greater confidence that $ALTO will report a profitable quarter On the last earnings call management highlighted: First of all positive EBITDA doesn't mean positive net income. However at the time April just concluded and according to DOMO Capital data the crush margin averaged +$0.07; whereas the crush margin in March was negative (despite positive bottom line results as per paragraph [--] in the attached image from the Q1 earnings call). Secondly the crush margin (again based on DOMO Capital data) then increased to an average of $0.19 in May and and $0.22 in June before"
[X Link](https://x.com/DOMOCAPITAL/status/1687506742807076876) 2023-08-04T16:52Z 43.7K followers, [----] engagements
"@kingdomcapadv @CapitalShipyard High cost of capital compared to. $GPRE received a $125M loan at an 11.75% interest rate. $ALTO received up to $125M at a 10% interest rate but the rate only applies when funds are drawn down not on the entire balance. Who is having the harder time accessing capital"
[X Link](https://x.com/DOMOCAPITAL/status/1688633335772307459) 2023-08-07T19:28Z 42K followers, [--] engagements
"Interesting. $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1692173535979135075) 2023-08-17T13:56Z 42K followers, [----] engagements
"$PBI 👀👀👀👀 No 13D yet but it certainly sounds like Bradley owns over 5% of the outstanding shares so maybe by tomorrow It appears that he has also waged several activist campaigns in the past Here we go https://www.businesswire.com/news/home/20230821278975/en/Bradley-L.-Radoff-Issues-Letter-to-Recently-Appointed-Directors-Steven-Brill-and-Darrell-Thomas-Regarding-the-Need-for-Urgent-Action-at-Pitney-Bowes"
[X Link](https://x.com/DOMOCAPITAL/status/1693611590082314746) 2023-08-21T13:10Z 43.6K followers, [----] engagements
""Dopierala posited three different scenarios for $PBI and its board all of which result in the sale of the global ecommerce unit and Lautenbachs departure. One possibility: an activist investor stepping in to force the action much as Cohen did at $GME. Brill he suggested could follow the example of former Walmart CEO William Simon who supported Cohen and Wolf against incumbent directors and helped turned the tide at GameStop.""
[X Link](https://x.com/DOMOCAPITAL/status/1694082702855561324) 2023-08-22T20:22Z 42K followers, [----] engagements
"Never want to see this and hope everyone is safe - but this $ADM facility with a 375M gallon annual ethanol capacity was by far the largest ethanol facility in Illinois - this could result in higher ethanol prices as well as cheaper corn in IL: $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1696903488872067564) 2023-08-30T15:11Z 42.3K followers, [----] engagements
"On the call $REX also mentioned the possibility of sequestering the CO2 for others in the industry. It would seem the closest possibilities would be $ALTO or ADM but I think $ADM already has something in place"
[X Link](https://x.com/DOMOCAPITAL/status/1696919030316122130) 2023-08-30T16:13Z 43.8K followers, [----] engagements
"$ALTO basis down corn down ethanol up. what an end to the month - September crush margin now expected to average almost $0.50 and Q3 (with September estimated) is currently set to have crush margins 133% higher than Q2 and nearly 2000% higher than Q3 [----]. Not to mention YOY natural gas cost declines of over 60% I'm sure @puppyeh1 and I can agree that Q3 should be a monster quarter"
[X Link](https://x.com/DOMOCAPITAL/status/1697345821757341804) 2023-08-31T20:29Z 42K followers, [----] engagements
"There is no way to know $ALTO corn basis or even ethanol prices out there. Based on management comments about selling into Washington at higher price plus a full quarter of protein I am really bullish on the west coast profitability this quarter. Generally speaking the crush margin out west should follow same trend as midwest as well. Q3 should be a blowout and Q4 might be equal to it I'm looking forward to management presenting at Wainwright conference next week"
[X Link](https://x.com/DOMOCAPITAL/status/1699125001914388661) 2023-09-05T18:19Z 42K followers, [----] engagements
"$PBI 👀👀 wow what a letter Ancora Issues Open Letter to Pitney Bowes Board Regarding the Need to Replace Mary J. Guilfoile as Chair and Marc Lautenbach as CEO -"
[X Link](https://x.com/DOMOCAPITAL/status/1699407550670626878) 2023-09-06T13:01Z 42K followers, 173.8K engagements
"@pulte Full thesis on $PBI viewable on any non-mobile device for free:"
[X Link](https://x.com/DOMOCAPITAL/status/1699418123697283253) 2023-09-06T13:43Z 42K followers, [----] engagements
"Higher gross profit for $GME and lower SG&A - interesting"
[X Link](https://x.com/DOMOCAPITAL/status/1699518597834436842) 2023-09-06T20:23Z 42K followers, 25.2K engagements
"Anything that $GME owns that can easily be converted to cash. Given that it is such a round number it is unlikely to be stocks. Probably bonds / Treasuries - You can see that they made $11.6M in interest income vs just $0.3M YOY"
[X Link](https://x.com/DOMOCAPITAL/status/1699521487164641477) 2023-09-06T20:34Z 42K followers, 16.4K engagements
"Since the huge increase in cash I've always viewed $GME as an investment in @ryancohen and I would never bet against him. He might acquire something. He might build something. Maybe he even turns it into a Berkshire Hathaway and starts buying undervalued stocks. I have no idea what he'll do but I sure wouldn't bet against him"
[X Link](https://x.com/DOMOCAPITAL/status/1699522598185427128) 2023-09-06T20:38Z 42K followers, 44.2K engagements
"@AtmShf I repurchased shares of $GME for my personal account in November of [----] and posted on Twitter when I did so. I do not plan on selling them anytime soon or at least while Ryan Cohen is involved with the company"
[X Link](https://x.com/DOMOCAPITAL/status/1699595915193881051) 2023-09-07T01:30Z 42K followers, [---] engagements
"Thank you for the write-up @RicoReporting glad you found $ALTO interesting - I think a lot of readers will as well It was great to be able to discuss the $GME and $PBI investments too"
[X Link](https://x.com/DOMOCAPITAL/status/1699776494531187034) 2023-09-07T13:27Z 42K followers, [----] engagements
"Largest ethanol plants in IL by production capacity showing $ALTO $ADM and others. When there are events that limit or shutdown production of ethanol plants at the competitors of $ALTO it not only reduces corn demand (while increasing corn availability in that region potentially lowering basis) but it also supports the price of ethanol for those still When there are events that limit or shutdown production of ethanol plants at the competitors of $ALTO it not only reduces corn demand (while increasing corn availability in that region potentially lowering basis) but it also supports the price"
[X Link](https://x.com/DOMOCAPITAL/status/1701255555199713686) 2023-09-11T15:25Z 43.8K followers, [----] engagements
"Massive decline in $ALTO corn basis today Entire month of September was decreased by 50% (15 cent decline for next two weeks and a [--] cent decline for the last week of September). Will post new crush margins in a few hours - going to be a huge increase"
[X Link](https://x.com/DOMOCAPITAL/status/1701306100027462034) 2023-09-11T18:45Z 42K followers, [----] engagements
"KEDM and @hkuppy are in the wrong sector Who wants uranium or oil when the largest imbalance in the market is about to be the supply/demand for ethanol due to SAF / Inflation Reduction Act - it's not even close $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1701361145125167193) 2023-09-11T22:24Z 42K followers, [----] engagements
"@dmlr53 It can go from Pekin to CA / Oregon"
[X Link](https://x.com/DOMOCAPITAL/status/1701607835380089038) 2023-09-12T14:44Z 42K followers, [--] engagements
"It is hard to do because there is no great way to lock in renewable fuel ethanol prices only corn and specialty alcohol. So it is extremely unlikely they have locked in anything on renewable fuel. $ALTO doesn't speculate by taking only one side (hedging corn only). They would have been toast if they had. who would have thought corn would be where it is"
[X Link](https://x.com/DOMOCAPITAL/status/1701696172476309608) 2023-09-12T20:35Z 42K followers, [---] engagements
"Ethanol stocks (supply) continues to fall further supporting prices despite the extremely strong crush margin operating environment. $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1701991130777223513) 2023-09-13T16:08Z 42.4K followers, [--] engagements
"It sure does feel like the $GME days Who is going to do the $ALTO poster like the GME Avengers poster We going with Children of the Corn 🤣🤣🤣 Whose faces are going on it Someone make it happen Lol"
[X Link](https://x.com/DOMOCAPITAL/status/1702106713074082126) 2023-09-13T23:47Z 42K followers, [--] engagements
"Even $BAC is jumping on the SAF bandwagon "Bank of America is also working to catalyze the market. This includes a commitment to mobilize $2 billion in sustainable finance for SAF production and other low carbon aviation solutions as well as a 10-year partnership with SkyNRG to support the production of [---] million gallons of SAF per year beginning in [----]. It is critical that we work together as quickly as possible to accelerate technologies that will help make low carbon solutions more competitive and available says Karen Fang Global Head of Sustainable Finance. The key is to speed up the"
[X Link](https://x.com/DOMOCAPITAL/status/1702316492413341722) 2023-09-14T13:40Z 42K followers, [----] engagements
"In regards to $ALTO - it's also important to think about interest rates. The higher the interest rate the higher the cost to store corn. Therefore low basis may be sustained as farmers continually look to offload corn now vs storing it for sale / export later"
[X Link](https://x.com/DOMOCAPITAL/status/1702326105481589001) 2023-09-14T14:19Z 42K followers, [----] engagements
"$ALTO "On Wednesday EU lawmakersapproved new rulesthat require at least 2% of jet fuel used by airlines to be sustainable as of [----] with that share to increase every five years to hit 70% by 2050.""
[X Link](https://x.com/DOMOCAPITAL/status/1702653122370224195) 2023-09-15T11:58Z 42K followers, [----] engagements
"A cup and handle you say $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1703896747385192828) 2023-09-18T22:20Z 42K followers, [----] engagements
"Not necessarily - a handle can actually be upward sloping - I believe we meet all of the criteria below except the [--] weeks; however if the handle takes a minimum of [--] week that would put us at the [--] weeks: Cup and Handle Pattern Rules 1) A cup and handle pattern is a bullish continuation pattern. 2) The cup should be rounded and resemble a U shape not a sharp V. 3) The pattern is formed over a minimum of7 weeks.(Including Handle) 4) The handle length is a minimum of [--] week. 5) The pattern should formabove the 200dma. 6) Base depth should be12-35% 7) The handle should ideally slope downwards"
[X Link](https://x.com/DOMOCAPITAL/status/1703904850768023972) 2023-09-18T22:52Z 42K followers, 12.6K engagements
"One third of $200M in lost sales to $FDX. what percentage to $PBI. " $UPS executives last month said worried customers shifted [--] million packages per day to other providers resulting in about $200 million of lost sales. They estimated that roughly a third of that volume landed with rival $FDX""
[X Link](https://x.com/DOMOCAPITAL/status/1704119171083059583) 2023-09-19T13:04Z 42K followers, [----] engagements
"@sadboiintech Not open market purchases. Awards for being promoted to CEO and CFO"
[X Link](https://x.com/DOMOCAPITAL/status/1704241031376490572) 2023-09-19T21:08Z 42K followers, [---] engagements
"Lol. The fact that most gains come in pre/after markets and the fact that pre/after market quotes are not relevant unless there is significant volume (usually due to material news such as earnings etc) are not mutually exclusive"
[X Link](https://x.com/DOMOCAPITAL/status/1704462221315637626) 2023-09-20T11:47Z 42K followers, [----] engagements
"52 week highs are fun"
[X Link](https://x.com/DOMOCAPITAL/status/1704498755741876621) 2023-09-20T14:12Z 42K followers, [----] engagements
"$ALTO natural gas prices in Pekin for October are down 60% YOY (down 40% from January) and are only up about 1.5% from September:"
[X Link](https://x.com/DOMOCAPITAL/status/1704522478771421326) 2023-09-20T15:46Z 42.3K followers, [----] engagements
"Pekin has access to rail as well. Ironically this year the lower river levels are probably benefiting $ALTO by significantly reducing corn basis. IL farmers are being prevented from shipping corn to international markets and with higher interest rates jacking up storage costs. this has likely been a material net benefit to ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1704525842192199730) 2023-09-20T16:00Z 42K followers, [---] engagements
"Public service announcement: If you own shares of $BBBYQ they will be completely worthless in about [--] days. Might as well get whatever you can for them before they hit $0. It makes no sense that the shares currently trade at a market cap of over $100M. Do not delude yourself"
[X Link](https://x.com/DOMOCAPITAL/status/1704639750664073365) 2023-09-20T23:32Z 42K followers, 55.7K engagements
"@ineverwearss If I am wrong I'll repost it and state that. But the facts are facts. Shares will no longer trade in October"
[X Link](https://x.com/DOMOCAPITAL/status/1704641004991566238) 2023-09-20T23:37Z 43.5K followers, [----] engagements
"@0xFernand0 @PhantomBlack699 @sboho Correct it is over on Sept 30th. Liabilities are approximately $1.5B greater than assets"
[X Link](https://x.com/DOMOCAPITAL/status/1704643960717619220) 2023-09-20T23:49Z 42.4K followers, [----] engagements
"Neither I nor DOMO Capital have ever shorted a stock. No position in $BBBYQ. Just trying to save the money of those listening to the fraudsters"
[X Link](https://x.com/DOMOCAPITAL/status/1704649108256968899) 2023-09-21T00:09Z 42K followers, 22.8K engagements
"This is who everyone is following on $BBBYQ 🤣🤣 @DOMOCAPITAL is going to have to file Chapter [--] over $BBBYQ That comment alone should be enough for anyone following this person to wake-up. We do not have any never have had any position in the shares. We led the way on $GME with actual due diligence. This is not due diligence. This is the exact opposite of due diligence. We made our post with the understanding that a lot of the people that followed us after $GME may have a position in $BBBYQ because of the type of false information that characters like this provide. $BBBYQ shares are not"
[X Link](https://x.com/DOMOCAPITAL/status/1704852582928118166) 2023-09-21T13:38Z 42K followers, 51.7K engagements
"Because we have always been here to protect household investors. Just as we did when we warned them about the "Viking" and other fraudsters. Just as we did when we spoke out on $GME when the media was making false claims. At that time we were attacked by Gasparino Jim Cramer and others in the media. Speaking the truth that people do not want to hear will never be popular and we're OK with that. We'll always speak the truth and defend what is right. $BBBYQ will be worthless within weeks"
[X Link](https://x.com/DOMOCAPITAL/status/1704854267839050095) 2023-09-21T13:45Z 42K followers, 25.8K engagements
"Just saw this - there was a lot of $BBBYQ rubbish to go through. Appreciate the rational and polite comment. There's certainly some unusual things but even if Ryan is a debtor he is clearly not a shareholder. I would ask. what is there left to acquire by Ryan or anyone else Every asset of value has been sold. Overstock controls the name/website/brand etc. If Ryan was interested in those things. he was outbid. The just released 8K clearly states that the shares will be cancelled and extinguished in the coming weeks. That's it. There's nothing more to hope for here and short sellers will not be"
[X Link](https://x.com/DOMOCAPITAL/status/1704879760784957642) 2023-09-21T15:26Z 42K followers, 18.7K engagements
"Our price target on $ALTO is in the double digits: It isn't something we are day trading or using technical analysis on to make buy/sell decisions. Crush margin is $0.60 vs -$0.05 last September. Can't wait for earnings day They will blow away $0.10 analyst estimates"
[X Link](https://x.com/DOMOCAPITAL/status/1704885781783883804) 2023-09-21T15:50Z 42.3K followers, [----] engagements
"I have to admit - it wasn't until within the last couple of months that I realized $ALTO actually benefits from a higher interest rate environment due to the impacts on the price of corn and corn basis. literally everything that could be going right this year for $ALTO is - exact opposite of 2022"
[X Link](https://x.com/DOMOCAPITAL/status/1704889835721240981) 2023-09-21T16:06Z 42K followers, [----] engagements
"#Context "GenZ is a big contributor to the latest surge in credit card debt which is normal Raneri said since that generation is at the age where many are starting to get access to credit for the first time." US consumers have accumulated $1 trillion of credit card debt. That sounds like a lot but it's not an excessive amount experts say. https://finance.yahoo.com/news/americas-1-trillion-credit-card-201501893.html https://finance.yahoo.com/news/americas-1-trillion-credit-card-201501893.html https://finance.yahoo.com/news/americas-1-trillion-credit-card-201501893.html"
[X Link](https://x.com/DOMOCAPITAL/status/1706050861783261471) 2023-09-24T20:59Z 43.5K followers, [----] engagements
"Rough day. Crush margin for $ALTO is now only $0.61. 😜"
[X Link](https://x.com/DOMOCAPITAL/status/1706448924972580955) 2023-09-25T23:21Z 42K followers, [----] engagements
"$ALTO current crush at $0.60"
[X Link](https://x.com/anyuser/status/1706768217514111250) 2023-09-26T20:30Z [--] followers, [----] engagements
"$ALTO "Current long-run projections for US corn stocks levels such as those from the Food and Agricultural Policy Research Institute at the University of Missouri expect 2-billion-plus bushel corn ending stocks into the foreseeable future. This begs the question: In a world"
[X Link](https://x.com/DOMOCAPITAL/status/1706802714334634325) 2023-09-26T22:47Z 42K followers, [--] engagements
"Look at you you don't even need me anymore. I think the odds of $ALTO printing a Q3 EPS of over $0.30 (vs estimates of $0.10) are well over 50% - especially after considering all of the things I mentioned the other day which even left out a few items"
[X Link](https://x.com/DOMOCAPITAL/status/1706807285899542671) 2023-09-26T23:05Z 42K followers, [----] engagements
"Would sure be nice if we could get some preliminary Q3 results for $ALTO at this event and/or some updated guidance on a Q3 that is obviously well above market expectations:"
[X Link](https://x.com/DOMOCAPITAL/status/1707025841685721429) 2023-09-27T13:34Z 42K followers, [----] engagements
"Short interest report came out yesterday. Downturn in $PBI has definitely been partly due to an increase in shorted shares which went from 10.96M on August 31st to 12.54M as of September 15th - first report which includes that huge down day on high volume. Good luck with that"
[X Link](https://x.com/DOMOCAPITAL/status/1707030504287941018) 2023-09-27T13:52Z 42.4K followers, [--] engagements
"Ethanol stocks continue to remain below YOY levels despite the high operating margin environment. $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1707041913134530642) 2023-09-27T14:38Z 42K followers, [--] engagements
"This shows current margins for Iowa ethanol producers and includes corn oil which is why margins are currently closer to $1.00 vs the $0.60 crush I've been showing for $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1707043229919494478) 2023-09-27T14:43Z 43.5K followers, [----] engagements
"From Seeking Alpha / $PBI:"
[X Link](https://x.com/DOMOCAPITAL/status/1707045615064985947) 2023-09-27T14:52Z 42K followers, 14.5K engagements
"They are finally catching on $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1707122682431447193) 2023-09-27T19:58Z 42.2K followers, [----] engagements
"$ALTO current crush: $0.59"
[X Link](https://x.com/DOMOCAPITAL/status/1707127671992242492) 2023-09-27T20:18Z 43.5K followers, [----] engagements
"Love this @ryancohen is going to do great things with $GME that no one will ever see coming GameStop on Thursday named Ryan Cohen as its CEO and chairman giving the billionaire activist investor more power to spearhead a turnaround of the video game "
[X Link](https://x.com/DOMOCAPITAL/status/1707350421864407184) 2023-09-28T11:03Z 42K followers, 84.1K engagements
"That being said - do not be scammed by those telling you that Ryan Cohen is still involved with $BBBYQ or that somehow new shares will be issued that you are eligible to receive. Both of these things are false. $BBBYQ shares will become worthless in days and no current shareholder will ever receive new shares - ever. $BBBYQ is not $GME - never was"
[X Link](https://x.com/DOMOCAPITAL/status/1707354646333767741) 2023-09-28T11:20Z 42K followers, 70.6K engagements
"@CarrieBarberLPN Last time I checked stating facts about companies wasn't financial advice. Ryan is not involved. When shares are canceled and extinguished current shareholders will never receive new shares in any new entity. These are facts. Do with them what you want. It's your money"
[X Link](https://x.com/DOMOCAPITAL/status/1707386881065796023) 2023-09-28T13:28Z 42K followers, [--] engagements
"Now THIS article about $GME and @ryancohen is truly FUD. "GameStop's demise assured with new CEO Wedbush says""
[X Link](https://x.com/DOMOCAPITAL/status/1707487105230725623) 2023-09-28T20:07Z 42K followers, [---] engagements
"If anyone claims that $BBBYQ shares will be reissued because it happened with American Airlines. That is completely fictitious due diligence. You can look up the American Airlines 8-K's and read that this outcome was literally created within the bankruptcy plan approved by the court for American Airlines. No such approved plan exists for $BBBYQ. If this is the due diligence you're relying on - it's completely and obviously false. There is absolutely no possible way for existing shareholders to be issued new shares. You have to read ALL of the legal documents not just cherry pick those that"
[X Link](https://x.com/DOMOCAPITAL/status/1707794436917227763) 2023-09-29T16:28Z 42K followers, 27.3K engagements
"$ALTO crush today at $0.61. October came off a bit as rains slowed the harvest which resulted in a small increase in the basis. you know things are amazing when you're disappointed with a [--] cent crush margin Q3 earnings and Q4 guidance should be fantastic Cheeeeers everyone have a great weekend"
[X Link](https://x.com/DOMOCAPITAL/status/1707866597803630717) 2023-09-29T21:15Z 42K followers, [----] engagements
"I tried. brings me no joy @GMEdd Gj @DOMOCAPITAL @GMEdd Gj @DOMOCAPITAL"
[X Link](https://x.com/DOMOCAPITAL/status/1707902279611769011) 2023-09-29T23:36Z 43.6K followers, 14.8K engagements
"$PBI LFG Marc Lautenbach fired and removed from the Board of Directors After setting the stage for @ryancohen at $GME Hestia Capital now in control at @PitneyBowes and Kurt Wolf is the co-chair to find permanent CEO There is no question now that the Global Ecommerce is up for sale"
[X Link](https://x.com/DOMOCAPITAL/status/1708815057277079766) 2023-10-02T12:03Z 42K followers, 14.5K engagements
"The short sellers that increased their positions by over 26% the last two months clearly just lost their bet that there wouldn't be any major leadership changes at $PBI this year. This is not going to go well for them at all after they just tried to artificially push the stock down to force a dividend cut I have to admit - I didn't really see it happening this fast either Wow Kurt Wolf is really making a name for himself by consistently flipping other board members that were originally extremely opposed to him"
[X Link](https://x.com/DOMOCAPITAL/status/1708819146559893683) 2023-10-02T12:20Z 42K followers, 11K engagements
"$PBI "Pitney Bowes CEO Gone Global Ecommerce Unit Likely Up for Sale""
[X Link](https://x.com/DOMOCAPITAL/status/1708920744015458598) 2023-10-02T19:03Z 42.4K followers, 114.1K engagements
"The Pitney Bowes Inc. Board of Directors has replaced CEO Marc Lautenbach following pressure from major shareholders. The immediate sale of the Global Ecommerce segment now appears certain with a focus on reducing corporate overhead. The company's valuation could increase to over $15 per share by next year with the sale of the segment and cost-cutting measures. A recent short seller attack (increasing shares short by over 26% in Aug/Sept) to force a dividend cut may now result in a short squeeze taking shares back into the double digits"
[X Link](https://x.com/DOMOCAPITAL/status/1708923521865290058) 2023-10-02T19:14Z 42K followers, [----] engagements
"The immediate sale of the $PBI Global Ecommerce segment now appears certain with a focus on reducing corporate overhead. The company's valuation could increase to over $15 per share by next year with the sale of the segment and cost-cutting measures. A recent short seller attack (increasing shares short by over 26% in Aug/Sept) to force a dividend cut may now result in a short squeeze taking shares back into the double digits. https://seekingalpha.com/article/4638469-pitney-bowes-shareholders-win-big-lautenbach-steps-down"
[X Link](https://x.com/DOMOCAPITAL/status/1708923824291336582) 2023-10-02T19:16Z 43.6K followers, [----] engagements
"Oh yeah. and $ALTO still has a $0.50 crush margin currently in October 🤷♂ Higher interest rates = lower corn / corn basis"
[X Link](https://x.com/DOMOCAPITAL/status/1709213387266105603) 2023-10-03T14:26Z 42K followers, [----] engagements
"$BBBYQ What are you talking about I already commented on this last week when it still existed. There is nothing more to say. Anyone that had common shares is completely wiped out with zero chance of getting new shares or equity in any new entity. Unlike the American Airlines bankruptcy the 8-K on $BBBYQ was clear that common shareholders have no chance of recovery in the future. Are you telling me that you and others are still telling people they are going to get their money back Whatever sells clicks I guess"
[X Link](https://x.com/DOMOCAPITAL/status/1709256528643932221) 2023-10-03T17:18Z 42K followers, [----] engagements
"@PhantomBlack699 @pulte I already have no interest. The company no longer exists. No common shareholders have any route to any new equity ownership based on the common equity they had in $BBBYQ - ever"
[X Link](https://x.com/DOMOCAPITAL/status/1709280977413870028) 2023-10-03T18:55Z 42K followers, [----] engagements
"@PhantomBlack699 @pulte Correct - No other possible outcome"
[X Link](https://x.com/DOMOCAPITAL/status/1709301958752800942) 2023-10-03T20:18Z 42K followers, [---] engagements
"$ALTO crush update ahead of the LD Micro event tomorrow: https://ir.altoingredients.com/news-events/events-presentations https://ir.altoingredients.com/news-events/events-presentations"
[X Link](https://x.com/DOMOCAPITAL/status/1709303991480287480) 2023-10-03T20:26Z 43.6K followers, [----] engagements
"@TendieBaron Yeah they didn't update it yet (corn bids are lower than yesterday) but I have multiple sources whether they update or not 😁"
[X Link](https://x.com/DOMOCAPITAL/status/1709321970737631309) 2023-10-03T21:38Z 43.6K followers, [---] engagements
"I think it's still below price when they reported Q2 earnings. Q3 estimates are $0.10. they should ewrn at least $0.20 if not $0.30+ Here is our full thesis from early May along with price targets: $Alto Ingredients Growth Story Temporarily Lost In A 'Maize'"
[X Link](https://x.com/DOMOCAPITAL/status/1709669083870789942) 2023-10-04T20:37Z 42K followers, [---] engagements
"Unfortunately not much new news at the $ALTO LD Micro conference but have never seen Bryon more excited / optimistic. Clearly things are going extremely well. Looking forward to the earnings call in November"
[X Link](https://x.com/DOMOCAPITAL/status/1709720653635473808) 2023-10-05T00:02Z 42K followers, [----] engagements
"Looks like Lautenbach had a couple thousand restricted stock units he was still owed and received yesterday after which he immediately sold. at yesterday's lows of $3.395 lol. Given his track record at $PBI - unsurprising that he would sell something significantly below what he obtained it for 😂"
[X Link](https://x.com/DOMOCAPITAL/status/1710020749002526788) 2023-10-05T19:54Z 42K followers, [----] engagements
"I have started to pre-write a $PBI article to articulate the profitability and balance sheet of the company based on the sale of Global Ecommerce. Will be ready to go as soon as as terms of the sale are announced"
[X Link](https://x.com/DOMOCAPITAL/status/1710051752836227517) 2023-10-05T21:58Z 42K followers, [----] engagements
"Didn't have this on my bingo card for [----] - Biden set to finish Trump's wall:"
[X Link](https://x.com/DOMOCAPITAL/status/1710053420818735512) 2023-10-05T22:04Z 42K followers, [----] engagements
"The volume on $PBI has been unreal after the attempt to take it down this morning. really intriguing very unusual"
[X Link](https://x.com/DOMOCAPITAL/status/1710310103071478086) 2023-10-06T15:04Z 42K followers, [----] engagements
"Why does $GME gut brand new games like this @ryancohen Sounds like it's a deal-breaker for a lot of customers since Best Buy and other stores do not do this"
[X Link](https://x.com/DOMOCAPITAL/status/1711432079005597977) 2023-10-09T17:22Z 42K followers, 30.7K engagements
"$PBI shares just hit a new high following the firing of Marc Lautenbach"
[X Link](https://x.com/DOMOCAPITAL/status/1711747497880678635) 2023-10-10T14:16Z 42K followers, 81.1K engagements
"$ALTO Ingredients: A Corn-Powered Rocket Primed To Crush Earnings Estimates: https://seekingalpha.com/article/4640002-alto-ingredients-corn-powered-rocket-primed-to-crush-earnings-estimates https://seekingalpha.com/article/4640002-alto-ingredients-corn-powered-rocket-primed-to-crush-earnings-estimates"
[X Link](https://x.com/DOMOCAPITAL/status/1711791885683941477) 2023-10-10T17:12Z 43.6K followers, 13.8K engagements
"Nice rally in ethanol prices today despite the drop in corn prices Current $ALTO crush up to $0.55 (LH Oct is over $0.58) while FH November is now over $0.31"
[X Link](https://x.com/DOMOCAPITAL/status/1711841530816655370) 2023-10-10T20:30Z 42K followers, [----] engagements
"Finally $GME has forever changed the US stock market and has brought transparency where it has been badly lacking"
[X Link](https://x.com/DOMOCAPITAL/status/1712926619097071639) 2023-10-13T20:21Z 41.9K followers, 25K engagements
"$ALTO / $PBI AMA #2 starting at 6:30 PM CST tomorrow (Monday):"
[X Link](https://x.com/DOMOCAPITAL/status/1713571995370065984) 2023-10-15T15:06Z 42.4K followers, [----] engagements
"$ALTO crush margin update ahead of the AMA tonight (in about [--] hours):"
[X Link](https://x.com/DOMOCAPITAL/status/1714014196466065657) 2023-10-16T20:23Z 42.4K followers, [----] engagements
"Going live in less than [--] mins"
[X Link](https://x.com/DOMOCAPITAL/status/1714060396716273665) 2023-10-16T23:26Z 42K followers, [----] engagements
"Chicago-area startup banks on ethanol-fueled trucking as alternative to battery electric"
[X Link](https://x.com/DOMOCAPITAL/status/1714244557439717870) 2023-10-17T11:38Z 42.4K followers, [----] engagements
"Where are my $ALTO technical analysis experts Was it a cup and handle that we're about to explode out of A flag"
[X Link](https://x.com/DOMOCAPITAL/status/1714323392403251449) 2023-10-17T16:52Z 42.4K followers, [----] engagements
"Woah We can thank the events of $GME for this as well:"
[X Link](https://x.com/DOMOCAPITAL/status/1714626940307472647) 2023-10-18T12:58Z 42.4K followers, 10.2K engagements
"$ALTO - While this legislation will almost certainly not be necessary - it's encouraging that there are multiple paths available to including the GREET methodology into the SAF requirements: "This legislation would help ensure that renewable fuel regulations are based on sound science and current data not speculative theories and obsolete informationsaid Geoff Cooper president and CEO of the Renewable Fuels Association. Around the world the Argonne National Laboratory GREET model is recognized as the gold standard for analyzing the lifecycle greenhouse gases impacts of renewable fuels like"
[X Link](https://x.com/DOMOCAPITAL/status/1714663921175408647) 2023-10-18T15:25Z 42.4K followers, [----] engagements
"Rough day for $ALTO the stock. but the underlying business Current crush margin just hit the highest October print YTD and November moved up even more"
[X Link](https://x.com/DOMOCAPITAL/status/1714743056295985252) 2023-10-18T20:39Z 42K followers, [----] engagements
"So low $ALTO Pekin crush: Q1 2021: -$0.26 Q1 2022: -$0.14 Q1 2023: -$0.19 I'll take +$0.05 all day The business is seasonal and positive crush margins during that period would be spectacular. Edit: And in [----] natural gas will also be down BIG in Q1 of the year vs 2023"
[X Link](https://x.com/DOMOCAPITAL/status/1714748286941245817) 2023-10-18T21:00Z 42.4K followers, [----] engagements
"If this continues into peak shipping season. $PBI Global Ecommerce costs will likely have a material benefit helping to drive increased margins just as the unit is being shopped for sale"
[X Link](https://x.com/DOMOCAPITAL/status/1714989874992791899) 2023-10-19T13:00Z 42K followers, [----] engagements
"$ALTO "MAPLE PARK Illinois Oct [--] (Reuters) - After a dry spring threatened to wither the U.S. corn crop in the fields farmers are harvesting what will likely be the country's third-largest crop ever. A bumper harvest will strain storage capacity and hold down prices of the world's most traded commodity crop. This will benefit customers who will pay less for corn used to feed livestock dairy cows and egg-laying chickens or to make ethanol biofuel.""
[X Link](https://x.com/DOMOCAPITAL/status/1715008590962946323) 2023-10-19T14:14Z 42K followers, [----] engagements
""At the end of June I wasn't even sure it would make a crop" said Steve Pitstick who farms nearly [----] acres just outside the Chicago suburbs in northern Illinois where harvested fields stood next to crops ready to be cut. "But the timing of the rain better genetics and better planting equipment set us up for success" Pitstick said during a rain delay in his harvest after more than two straight weeks of work. "It is surprisingly good.""
[X Link](https://x.com/DOMOCAPITAL/status/1715008925697822833) 2023-10-19T14:16Z 42K followers, [----] engagements
"When do 40-year mortgage loans become the new normal"
[X Link](https://x.com/DOMOCAPITAL/status/1715093656477012362) 2023-10-19T19:52Z 42K followers, [----] engagements
"@lamenta777 Really I did not know that"
[X Link](https://x.com/DOMOCAPITAL/status/1715098906554482888) 2023-10-19T20:13Z 42K followers, [---] engagements
"Ethanol held-up with corn today - November crush was up $0.004 on the day (only month to show an actual increase the rest were flat aside from October). $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1715103907049808047) 2023-10-19T20:33Z 42.4K followers, [----] engagements
"Options expiration today. Appears to be some clear manipulation going on"
[X Link](https://x.com/DOMOCAPITAL/status/1715363921010229481) 2023-10-20T13:46Z 43.6K followers, [----] engagements
"@dmlr53 @GOSHAMBEE Sure makes you wonder why anyone would own $GPRE now in lieu of $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1715466889990734336) 2023-10-20T20:35Z 42.4K followers, [---] engagements
"Feels like it is becoming a Friday tradition. $ALTO Pekin crush margins hit a new October YTD high November nearing $0.40 Cheeeeers everyone Enjoy your weekend"
[X Link](https://x.com/DOMOCAPITAL/status/1715483408845943116) 2023-10-20T21:41Z 42.4K followers, [----] engagements
"In case you needed another source on ethanol producer profit margins - just updated through Friday: $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1716476188225368317) 2023-10-23T15:26Z 42.4K followers, [----] engagements
"$ADM Q3 earnings call: $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1716948695235838230) 2023-10-24T22:44Z 42.2K followers, [----] engagements
"Pekin November natural gas rates down over 50% YOY and less than 4% higher than October. $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1717219343308648615) 2023-10-25T16:39Z 42.4K followers, [----] engagements
"$0.58 crush now. $ALTO"
[X Link](https://x.com/DOMOCAPITAL/status/1717306653215752528) 2023-10-25T22:26Z 42.3K followers, 11.1K engagements
"$VLO on the current and future ethanol environment bullish for $ALTO for sure"
[X Link](https://x.com/DOMOCAPITAL/status/1717641376643354791) 2023-10-26T20:36Z 43.8K followers, [----] engagements
"Looks like $FDX should acquire $PBI global ecommerce segment. $UPS on Thursday said it is spending more than $1 billion this quarter to buy two companies it hopes will bolster profit and volumes amid bare"
[X Link](https://x.com/DOMOCAPITAL/status/1717668027951407338) 2023-10-26T22:22Z 42.3K followers, [----] engagements
"Well this would only apply to actual securities"
[X Link](https://x.com/DOMOCAPITAL/status/1719872664276193284) 2023-11-02T00:22Z 42.3K followers, 12K engagements
"$PBI with the double beat on EPS / Revenue Declares full dividend and announces an additional $40M in cost cuts by the end of next year $PBI EPS EX-Global Ecommerce this quarter would be $0.31 per share And that doesn't take into account lower interest on debt reduction"
[X Link](https://x.com/DOMOCAPITAL/status/1720050072157577627) 2023-11-02T12:07Z 42.3K followers, [----] engagements
"Excluding Global Ecommerce $PBI would have earned over $125 million through September which equates to over [--] cents per share. This completely excludes the fact that interest expense would be reduced due to less debt and that unallocated corporate overhead would also be materially reduced"
[X Link](https://x.com/DOMOCAPITAL/status/1720067960377589922) 2023-11-02T13:18Z 42.3K followers, [----] engagements
"OK - a few initial comments on $ALTO. I am extremely disappointed; however I want to be clear. the company generated cash and paid down debt and one unfortunate quarter doesn't change the thesis at all. Yes - it was an operational disaster and it sounds like the operational disaster impacted hedges (perhaps even on specialty side). Clearly one-time but extremely disappointing. Sort of like what happened to Green Plains on Q2. It is what it is. That said. Cash increased by about $3.5M and long term debt decreased by $8M Were we wrong on tracking the basis or crush margin Absolutely not. It was"
[X Link](https://x.com/DOMOCAPITAL/status/1721662658510774757) 2023-11-06T22:55Z 42.3K followers, 26.6K engagements
"@dmlr53 @sadboiintech @puppyeh1 It's obvious the issue was hedging related due to unplanned outages at Pekin. CFO basically stated this"
[X Link](https://x.com/DOMOCAPITAL/status/1721671505740726437) 2023-11-06T23:30Z 42.3K followers, [---] engagements
"@DrawingSlim Not really that was one-way hedging. This is more like Green Plains. Go read Green Plains Q2 report. They had the explosion at the plant and it killed all of their hedges and they reported a monster loss because of it. It's almost identical to that"
[X Link](https://x.com/DOMOCAPITAL/status/1721672030448205826) 2023-11-06T23:32Z 42.3K followers, [----] engagements
"I've thought about this some more. And this is clearly hedging related and specific to the specialty alcohol. Here's what I believe happened: When I speak about hedging - this is what I mean. This is the only thing I can think of. for how $ALTO missed. Specialty alcohol contracts are locked in in October/November. At that time they hedge the corn because the price of ethanol is (in theory) locked-in. The price of ethanol back in October / November was $2.50 to $2.70 On the call they stated that they were forced to produce lower margin non-specialty alcohol products due to operational issues."
[X Link](https://x.com/DOMOCAPITAL/status/1721698460422783467) 2023-11-07T01:17Z 42.3K followers, 17.9K engagements
"@vtarchon I think the CFO did state it but just not in such clarity"
[X Link](https://x.com/DOMOCAPITAL/status/1721700993342042458) 2023-11-07T01:27Z 42.3K followers, [----] engagements
"One reason we did not see the impact of the decline in basis for $ALTO is that there is about a one month lag before it hits the financials (Sept decline helps Oct). Management blunders aside the current basis outlook for $ALTO is the best seen in years:"
[X Link](https://x.com/DOMOCAPITAL/status/1729879668034240865) 2023-11-29T15:07Z 42.2K followers, [----] engagements
"I have specifically mentioned in the past that this is the route Ryan Cohen should take with $GME. It's completely game-changing for the company going forward Welcome to the new Berkshire Hathaway"
[X Link](https://x.com/DOMOCAPITAL/status/1732523688421974345) 2023-12-06T22:13Z 43.8K followers, 56.7K engagements
"I have literally talked about this for years. ever since $GME reissued shares (pretty sure you can find the comments in my original [--] hour and [--] minute AMA from April 20th 2021). That said. this isn't about me. This is about $GME. This happened a day ago and it is completely game-changing for the company and I absolutely love it It's sad. and frankly odd that you chose instead to view the post as something other than simply my excitement for the direction that Ryan is taking the company"
[X Link](https://x.com/DOMOCAPITAL/status/1732583397107618157) 2023-12-07T02:10Z 42.2K followers, 34.7K engagements
"It's pretty common to provide additional color in investor meetings after a call. Did you request a meeting They insinuated both and provided color in investor calls. Several other ethanol producers had fires (that were actually much more serious) due to the high temperatures. As they note here (though not nearly as strongly as they needed to) - the plants were repaired and operating well to start Q4. Q4 should be a good quarter backing out any positive or negative mark to market hedging on the specialty alcohol. "So you take that plus -- then we ended up experiencing some water balance"
[X Link](https://x.com/DOMOCAPITAL/status/1734596681616818383) 2023-12-12T15:30Z 42.2K followers, [--] engagements
"I did And who even wants that product anyways Especially in the Midwest with snowy roads and bad weather Meanwhile E15 adoption is growing rapidly which is a 50% increase from E10. $ALTO had a shitty quarter no way around that and they communicated horribly on why they had that bad quarter. However there is no denying the tailwinds behind this sector will lift all boats and given the discount $ALTO trades at self-inflicted their stock will benefit the most as funding questions dissipate - and they will dissipate"
[X Link](https://x.com/DOMOCAPITAL/status/1734600508344578390) 2023-12-12T15:46Z 42.2K followers, [----] engagements
"No EV is cheaper than a gas equivalent. You probably paid $30k more than you would have for a Porsche that wasn't an EV. Your break-even point is the point where the savings from not using gas exceeds the premium you paid. In March of [----] the break-even for most EVs was about [--] years. Now it's probably 10"
[X Link](https://x.com/DOMOCAPITAL/status/1734634141000348030) 2023-12-12T17:59Z 42.2K followers, [---] engagements
"Someone wanted to sell-off their $ALTO position today - that can have a large impact on a small cap stock. The fundamentals; however remain strong Ethanol has been absolutely exploding in price December crush margins finished the year strong (at +$0.07 vs -$0.15 YOY). $ALTO Q4 earnings (once mark to market hedges are backed out of Adjusted EBITDA) should be much stronger than the market is expecting. More encouraging - the recent spike in ethanol prices (while corn has fallen) has led to a current crush margin of about -$0.01 for January and $0.00 for February vs -$0.17 and -$0.30 YOY. $ALTO"
[X Link](https://x.com/anyuser/status/1744836697907503305) 2024-01-09T21:41Z [--] followers, [----] engagements
"Interesting results from $VLO today. Ethanol segment reported $190M in net income vs $197M for Q3. $ALTO Q4 (excluding any hedging mark to market) should be higher than any other quarter in [----] and push them to positive net income for the year"
[X Link](https://x.com/DOMOCAPITAL/status/1750559344775614645) 2024-01-25T16:40Z 41.9K followers, [----] engagements
"No - either short sellers targeting $ALTO or just a lack of buyers and some capitulation. Maybe people were hoping for a pre-release of earnings and don't think it will happen; therefore perhaps no news until March. There's still a small chance they pre-announce next week but we'll just have to wait and see. If not news prior to earnings in March is unlikely. Facts remain though. Q4 should have been nearly as good as Q3 "should" have been. Q1 should also be significantly better YOY as crush margins are much higher than expected at this time of the year. Underlying economics point to a"
[X Link](https://x.com/anyuser/status/1750561836083093812) 2024-01-25T16:50Z [--] followers, [----] engagements
"Finally watched Dumb Money really disappointing. It's clear that @benmezrich didn't interview a single person involved with $GME or watch a single @TheRoaringKitty YouTube video for his book. It's pretty disgusting how badly the story was botched. Keith Gill deserved better"
[X Link](https://x.com/DOMOCAPITAL/status/1750719278720946446) 2024-01-26T03:16Z 42.2K followers, 20.1K engagements
"haha c'mon - even the book it was based on aside. everything was out of order. the lady was buying options at the gas station then later contradicts that plus her holdings even after $GME fell would have been significantly higher than shown at the end of the show. There were so many inconsistencies with GameStop's share points and actual events (such as when the congressional hearing occurred or when wall street bets got involved). Aside from that - they totally miscast Roaring Kitty and the worst part which is what made it horrible is that they completely mischaracterized his videos. First"
[X Link](https://x.com/DOMOCAPITAL/status/1750886843581624548) 2024-01-26T14:22Z 42K followers, 13.8K engagements
"@dmlr53 @BuyandSold You do realize that $ALTO did not even own this plant at the time of these issues right It was purchased [--] years later"
[X Link](https://x.com/DOMOCAPITAL/status/1752009670821114198) 2024-01-29T16:43Z 42K followers, [---] engagements
"Rough earnings from $UPS - their best bet would be to acquire the $PBI global ecommerce segment before one of their competitors (ex. $FDX) does. $PBI global ecommerce is literally the biggest revenue growth opportunity for any shipping company right now and with the synergies it would be immediately accretive to profitability as well"
[X Link](https://x.com/DOMOCAPITAL/status/1752370513454788637) 2024-01-30T16:37Z 42K followers, [----] engagements
"Huge beat by $PBI Write-down of goodwill likely points to an imminent sale of GEC. They might not get the billion+ I was originally hoping for but the segment should still sell for hundreds of millions and performance improved YOY in Q4 - especially domestically"
[X Link](https://x.com/DOMOCAPITAL/status/1753029757485170893) 2024-02-01T12:17Z 42K followers, [----] engagements
"Hopefully we get some color on the call regarding potential sale"
[X Link](https://x.com/DOMOCAPITAL/status/1753030504079638795) 2024-02-01T12:20Z 42K followers, [----] engagements
"One thing the market may have missed with the "flat" guidance is that $PBI had $35M in restructuring and $11M in proxy fees in [----]. That's a $46M add-back. I suppose additional restructuring costs are definitely possible but given that Jason stated that they are in the late innings. I'd assume that most of the costs are gone and now we'll see the cost savings hitting instead (which admittedly they said may be offset by increased variable compensation). Regardless of the cost savings vs cost increases. the restructuring costs should be down significantly and the proxy fees should go to $0"
[X Link](https://x.com/DOMOCAPITAL/status/1753472611000947192) 2024-02-02T17:37Z 42K followers, [----] engagements
"Lots of ethanol updates coming in the coming days and weeks. $GPRE on the 7th $ADM on the 8th and $ANDE on the 20th - I expect to see quarterly results (on ethanol segments) in-line with Q3 as $VLO results recently showed. Market expectations on $ALTO are very low due to the recency bias of the previous quarter. ALTO should handily beat current expectations of -$0.10 per share and actually report double digit positive earnings (excluding any mark to market hedging gains/losses)"
[X Link](https://x.com/DOMOCAPITAL/status/1754559833976533082) 2024-02-05T17:37Z 41.9K followers, [----] engagements
"Sure - I'll do it once they report Q4 numbers. It'll be nice to be able to analyze/comment on full-year figures. $GPRE ended the full year [----] with a -$93.4M loss to net income (they earned $7.2M in net income in Q4). In my opinion $ALTO is likely to out earn $GPRE in Q4 and also have positive net income for the year. Now - it's possible that the mark to market hedging causes them to show a loss (as we know they hedged some gas) - but that stuff will just roll-off during [----] and is just a paper loss that gets reversed as the ethanol gets sold. Ideally they'll break that out separately"
[X Link](https://x.com/DOMOCAPITAL/status/1755706557956788441) 2024-02-08T21:33Z 41.9K followers, [----] engagements
"If you look closely at the $GPRE earnings - they were actually nearly as strong in Q4 as Q3 (same as $VLO ethanol segment) - both reports point to a significant beat by $ALTO over the current -$0.08 EPS estimate. A double digit positive EPS is much more likely (excluding any mark to market hedges on natural gas etc)"
[X Link](https://x.com/DOMOCAPITAL/status/1757429260829008170) 2024-02-13T15:39Z 43.8K followers, [----] engagements
"Well they out-operated $GPRE for example every quarter except Q3. You're just expressing recency bias over a single event in a single quarter. The other events that hurt $ALTO in [----] were INDUSTRY WIDE. That's what everyone seems to be missing. Q3 of [----] wasn't some series of continuous mess-ups by management. @DOMOCAPITAL Hate to continue to be a negative nancy for now.but all this provided ALTO doesn't find the newest way to absolutely shoot themselves in the foot. I don't trust them one single bit at this point so still pulling for sales until they prove any level of capability."
[X Link](https://x.com/DOMOCAPITAL/status/1757432658785702123) 2024-02-13T15:52Z 41.9K followers, [----] engagements
"$ALTO doesn't pay Henry Hub natural gas rates - but that doesn't mean that the rate they pay doesn't track those rates At what point does $ALTO start locking in March/April/May and beyond Graphic below shows current natural gas curve vs [----] spot prices at Henry Hub"
[X Link](https://x.com/DOMOCAPITAL/status/1757435738008822183) 2024-02-13T16:05Z 41.9K followers, [----] engagements
"@dmlr53 @reversion_m @JarrettRenshaw @CallumCroteau @blackburn_ga @MiniNooby @ScottIrwinUI @biofuelslaw I didn't say it was good news. I said it was always expected that a modified version of GREET would be less favorable for ethanol than GREET on its own"
[X Link](https://x.com/DOMOCAPITAL/status/1758614791487136193) 2024-02-16T22:10Z 41.9K followers, [---] engagements
"@haroldharoldy31 @Cyan005 Specialty alcohol prices were locked in the during the Fall at the same time the input costs were locked. How would margins decline"
[X Link](https://x.com/DOMOCAPITAL/status/1761459576526741906) 2024-02-24T18:34Z 41.9K followers, [---] engagements
"@haroldharoldy31 @Cyan005 That's the entire point of hedging. You lock your margins. They don't go down or up based on commodity swings you have no control over"
[X Link](https://x.com/DOMOCAPITAL/status/1761464904823804202) 2024-02-24T18:55Z 41.9K followers, [---] engagements
"This is an article on $ADM but it has some really great sections on the future of renewable ethanol that are applicable to the entire industry including $ALTO. Great article even if it did leave out the entire SAF side of the equation (which makes the outlook even better):"
[X Link](https://x.com/DOMOCAPITAL/status/1763214483214782638) 2024-02-29T14:47Z 41.9K followers, [----] engagements
"I just spoke to $ALTO management. No - this is not the correct takeaway. Cogen and Natural Gas Bypass would have cost well over $100M (specifically the Cogen piece of it). They are now stating that they are in negotiations to potentially have a power company build (and pay) for this on-site without requiring capital outlays from $ALTO. This is a huge development and will allow $ALTO to still reap the benefits while also enabling the ability to move forward with CCS. @DOMOCAPITAL They seem fully focused on CCS now and go after 45Q. I believe they said Cogeneration and Natural Gas Bypass on"
[X Link](https://x.com/DOMOCAPITAL/status/1767569431935262982) 2024-03-12T15:12Z 41.8K followers, 10.7K engagements
"OK 😉 good luck. "We anticipate that we will need to raise a significant amount of debt or equity capital in the near future in order to repay our outstanding debt obligations owed to our convertible noteholders when they mature. On October [--] [----] the Company issued to certain institutional investors secured convertible notes in the aggregate principal amount of approximately $16.3 million for an aggregate purchase price of $15.0 million. As of March [--] [----] we owed our convertible debt holders approximately $7.8 million of principal which is currently due on July [--] [----]. The Company has"
[X Link](https://x.com/DOMOCAPITAL/status/1775160268906963133) 2024-04-02T13:56Z 41.7K followers, [---] engagements
"@CloneShameless Hedging should just be on specialty alcohol at this point. Crush margin may actually have an outsized impact since Q2 shutdown is only at the wet mill which is over 50% of the specialty alcohol capacity and the company already stated the financial impact of that shutdown"
[X Link](https://x.com/DOMOCAPITAL/status/1775196858475782398) 2024-04-02T16:21Z 43.6K followers, [---] engagements
"@bullsbayretail Doesn't it all line-up a little too well for it to be anything other than that All incumbent directors gone plus Katie May and the interim CEO gets a deal that gives him a nice little bonus if his position is terminated"
[X Link](https://x.com/DOMOCAPITAL/status/1777749585185706079) 2024-04-09T17:25Z 43.7K followers, [---] engagements
"$PBI adjusted EBIT for SendTech and PreSort grew from $123M ($96/$27 million) to $141M ($101/$40 million) which is an $18M / 14.6% increase YOY. Earnings would have been $35M (at a minimum) higher without GEC but we all know there is still massive cost reductions in "unallocated corporate overhead" that would also come out with a GEC disposition. Can't wait for the next week and the near future with what will finally be a shareholder friendly board of directors"
[X Link](https://x.com/DOMOCAPITAL/status/1786042120937017730) 2024-05-02T14:36Z 41.6K followers, [----] engagements
"$PBI is literally the most no-brainer addition by subtraction opportunity in the entire stock market. The main difference between this and a stock like $HBI is that $HBI is doing material subtraction by subtraction. When $HBI sells Champion - the P&L will look considerably worse even if the balance sheet improves. With $PBI balance sheet might not see immediate improvement but the P&L will have incredible improvement and I have no doubt that credit rating agencies would immediately upgrade $PBI debt. @DOMOCAPITAL A $500m+ EBIT (or adjusted EBIT) should trade at least at $2 billion market cap"
[X Link](https://x.com/DOMOCAPITAL/status/1786043246893805815) 2024-05-02T14:41Z 43.7K followers, [----] engagements
"You're welcome to your own analysis. Maybe you're right but I see a consistent change in tone each and every quarter. This quarter $ALTO added verbiage that an update on selling the assets will be provided if and when appropriate. To me that is incremental language signaling that an asset sale is coming. You have every right to disagree with me - that's what makes a market. I sift through it like one would a Fed statement. And there are always debates over what the Fed's changes in language on their statement means. To me this is clearly an incremental nod to investors that they are gearing"
[X Link](https://x.com/DOMOCAPITAL/status/1787830907958620554) 2024-05-07T13:04Z 41.6K followers, [----] engagements
"@FredLoifa @danny_s81 Probably $10 per share"
[X Link](https://x.com/DOMOCAPITAL/status/1788782005863198922) 2024-05-10T04:03Z 41.6K followers, [---] engagements
"Did @TheRoaringKitty never sell $GME 🐐 https://t.co/xRkL0H5cOS https://t.co/xRkL0H5cOS"
[X Link](https://x.com/DOMOCAPITAL/status/1790173511916367983) 2024-05-14T00:13Z 42.4K followers, 22.9K engagements
"The last time $GME did this several non-meme stocks also rocketed as some of these short-selling firms had to cover their shorts across multiple positions. $PBI more than doubled in days. Will be interesting to see what happens as Hestia/Kurt Wolf were not yet involved back then. About 8% of the $PBI float is short per S3"
[X Link](https://x.com/DOMOCAPITAL/status/1790363571026546709) 2024-05-14T12:48Z 43.8K followers, 10.3K engagements
"@aka_Nowski So far the other stocks that have rallied on the back of the $GME move have all been meme stocks (i.e. $AMC)"
[X Link](https://x.com/DOMOCAPITAL/status/1790364030416126076) 2024-05-14T12:50Z 42.4K followers, [---] engagements
"God help the $GME short-sellers if they don't exit prior to @TheRoaringKitty posting his current position in the stock 🤣"
[X Link](https://x.com/DOMOCAPITAL/status/1790382519356997828) 2024-05-14T14:03Z 42.7K followers, 26.5K engagements
"It's so much more than that - the firms that are short $GME are also short the basket of all of the other stocks that are rocketing. If @elonmusk X's "GameStonk" again - the short-sellers are going to completely blow-up all over again. $GME SHORTS ARE DOWN ANOTHER -$1.36 BILLION IN MARK-TO-MARKET LOSSES TODAY - S3PARTNERS https://t.co/eZt7FqyR7D $GME SHORTS ARE DOWN ANOTHER -$1.36 BILLION IN MARK-TO-MARKET LOSSES TODAY - S3PARTNERS https://t.co/eZt7FqyR7D"
[X Link](https://x.com/DOMOCAPITAL/status/1790413090900652186) 2024-05-14T16:05Z 42.7K followers, 16.1K engagements
"Never in my life have I seen what is going on with $GME right now One second sales at $22 and the next purchases at $30+. What"
[X Link](https://x.com/DOMOCAPITAL/status/1791440223789842936) 2024-05-17T12:06Z 42.7K followers, 164.1K engagements
"To my knowledge @ryancohen has never sold a single share of his personal $GME holdings. That's the difference. @CEOAdam is personally profiting selling his own holdings of $AMC at the expense of household accounts. @DOMOCAPITAL Adam Aron is always ready to sell more shares to make sure he gets his bonus. Villain. Ryan Cohen issues more. Hero. @DOMOCAPITAL Adam Aron is always ready to sell more shares to make sure he gets his bonus. Villain. Ryan Cohen issues more. Hero"
[X Link](https://x.com/DOMOCAPITAL/status/1791465062705566031) 2024-05-17T13:45Z 42.7K followers, 22.7K engagements
"HUGE $PBI news but before I go point for point - I wanted to call out how Kurt is literally replicating what he did at $GME. On March [--] [----] Kurt formed the "Strategic Planning and Capital Allocation Committee" and $GME jumped over 40% in a day - in the $PBI update - Kurt has formed the "Value Enhancement Committee" - More on all of this soon https://news.gamestop.com/news-releases/news-release-details/gamestop-provides-corporate-governance-update https://news.gamestop.com/news-releases/news-release-details/gamestop-provides-corporate-governance-update"
[X Link](https://x.com/DOMOCAPITAL/status/1793266083039682630) 2024-05-22T13:02Z 42.7K followers, [----] engagements
"$PBI Balance Sheet Deleveraging: Fantastic The cost savings and cash optimization will be used to pay off very high interest debt How high In July of [----] $PBI took a $275M senior secured note from Oaktree for SOFR+6.9%. That's around 12% ($33M) annually in interest payments that the company can now save https://www.marketscreener.com/quote/stock/PITNEY-BOWES-INC-13938/news/Pitney-Bowes-Inc-announced-that-it-has-received-275-million-in-funding-44477181/"
[X Link](https://x.com/DOMOCAPITAL/status/1793276882592436604) 2024-05-22T13:45Z 42.8K followers, [----] engagements
"@MiniNooby They don't even need to sell them at this point. Just close it up. Either way the thesis works and $PBI should be valued at multiples of today's price. If they end up selling it then it's even better"
[X Link](https://x.com/DOMOCAPITAL/status/1793329483400790034) 2024-05-22T17:14Z 42.7K followers, [---] engagements
"@RealJohnReuter Why do you need a permanent CEO to come in and make a bunch of cuts Why not just pay an interim CEO $100k a year to do this (something Jason Dies clearly was not) and then bring a permanent CEO in afterwards Seems like they are looking out for shareholders as expected"
[X Link](https://x.com/DOMOCAPITAL/status/1793982788930343184) 2024-05-24T12:30Z 42.8K followers, [--] engagements
"I see lots of comments on $PBI Interim CEO Lance. "Seems like he is on a short-leash" / "Why not just an immediate permanent CEO" etc. My response: It is very clear (even from the previous CFO Anna) that Jason dies was NOT making the necessary cuts). People have to remember that Lance was added to the board at the start of April. This means that he has already had nearly two months to figure out exactly what he was going to do the moment that he could become the Interim CEO (which coincided with Hestia taking control of the board). To bring in a permanent CEO would be completely"
[X Link](https://x.com/DOMOCAPITAL/status/1793988341119033664) 2024-05-24T12:52Z 42.8K followers, [----] engagements
"I intend to ask questions during the $PBI Investor Conference Call on Wednesday. What are the biggest questions that you have for Lance Kurt and the new Board of Directors"
[X Link](https://x.com/DOMOCAPITAL/status/1794003110861369818) 2024-05-24T13:50Z 42.8K followers, [----] engagements
"I hoped for more details on the $PBI call but they did provide enough information to back into some numbers. Lance stated the $60-$100M in additional cuts is 100% cuts (not cost savings). That means you can take the trailing EBITDA ex GEC of $391M and just add $60-$100M. That gets you over $1 per share in earnings for a stock that currently trades at only $5/share. The earnings call in August is going to light this stock on fire Would be curious what @DOMOCAPITAL and @violacapital think Would be curious what @DOMOCAPITAL and @violacapital think"
[X Link](https://x.com/DOMOCAPITAL/status/1795798539206815891) 2024-05-29T12:45Z 42.8K followers, [----] engagements
"That's not even taking into account any additional cuts in corporate unallocated that may arise from cutting GEC or the savings on interest from paying down debt with 13%+ interest rates"
[X Link](https://x.com/DOMOCAPITAL/status/1795798790697336886) 2024-05-29T12:46Z 42.8K followers, [----] engagements
"One thing was clear on the $PBI call - Lance is a man of action. He has no ties to anyone within the organization. He will clearly do whatever it takes to right the cost structure of the organization before passing on the torch to a permanent CEO. Can't wait until the August earnings call"
[X Link](https://x.com/DOMOCAPITAL/status/1795809865765371998) 2024-05-29T13:30Z 42.8K followers, [----] engagements
"Lol. @TheRoaringKitty has no associates @CitronResearch. His $GME position has no "financial backers." For the record I don't think anything Kitty did was illegal. However I believe he and his associates overstate their importance in the market and overlook that the market dynamics and structure of $GME have changed since January [----]. Back then he bought the stock at $2 when For the record I don't think anything Kitty did was illegal. However I believe he and his associates overstate their importance in the market and overlook that the market dynamics and structure of $GME have changed since"
[X Link](https://x.com/DOMOCAPITAL/status/1797946255492137358) 2024-06-04T10:59Z 43.3K followers, 27.4K engagements
"Yikes - love $GME but you have to be careful where you get information from. Anyone watching the early @TheRoaringKitty streams with RK and I would know that this information is meaningless without context. The source date on 13-F filings is from the end of March. It's meaningless now and RK's options were almost certainly purchased after March. BREAKING NEWS: According to the most recent $GME 13F filings all of the top call-option sellers COMBINED to not have enough shares to satisfy @TheRoaringKitty's [--] million shares currently in the money. https://t.co/OuUyfeShG3 BREAKING NEWS: According"
[X Link](https://x.com/DOMOCAPITAL/status/1798409027832983780) 2024-06-05T17:38Z 43.4K followers, 83.7K engagements
"Lets be clear - @TheRoaringKitty NEVER made stuff up to try to pump $GME. Beware of the bad actors Yikes - love $GME but you have to be careful where you get information from. Anyone watching the early @TheRoaringKitty streams with RK and I would know that this information is meaningless without context. The source date on 13-F filings is from the end of March. It's Yikes - love $GME but you have to be careful where you get information from. Anyone watching the early @TheRoaringKitty streams with RK and I would know that this information is meaningless without context. The source date on 13-F"
[X Link](https://x.com/DOMOCAPITAL/status/1798413696072384968) 2024-06-05T17:56Z 43.3K followers, 31.3K engagements
"But after you strategically didn't include the source date of the 13F filings in your screenshots did your post mention that the "most recent" data was as old as March Sure didn't - because your objective was to intentionally mislead - which is just wrong. @TheRoaringKitty never mislead people on $GME by alluding that data meant something he knew it definitely didn't actually mean. @DOMOCAPITAL Would you care to reply to my comment where I stated that I never said my post was live data and SPECIFICALLY said "as of the most recent 13f filings" @DOMOCAPITAL Would you care to reply to my comment"
[X Link](https://x.com/DOMOCAPITAL/status/1798510852506583104) 2024-06-06T00:22Z 43.3K followers, [----] engagements
"But after you strategically didn't include the source date of the 13F filings in your screenshots did your post mention that the "most recent" data was as old as March Sure didn't - because your objective was to intentionally mislead - which is just wrong. @TheRoaringKitty never misled people on $GME by alluding that data meant something he knew it definitely didn't actually mean. @DOMOCAPITAL Would you care to reply to my comment where I stated that I never said my post was live data and SPECIFICALLY said "as of the most recent 13f filings" @DOMOCAPITAL Would you care to reply to my comment"
[X Link](https://x.com/DOMOCAPITAL/status/1798512227147805011) 2024-06-06T00:28Z 43.3K followers, 20.8K engagements
"How pathetic - now the lawyers want to investigate @TheRoaringKitty and $GME 🙄: https://bgandg.com/GME/ https://bgandg.com/GME/"
[X Link](https://x.com/DOMOCAPITAL/status/1798711491564273686) 2024-06-06T13:40Z 43.7K followers, 18.9K engagements
"There is no need to keep any eyes on this @zerohedge - @TheRoaringKitty will exercise his $GME options not sell them. Keep an eye for size sellers of the GME June [--] $20 call. There's really only one Keep an eye for size sellers of the GME June [--] $20 call. There's really only one"
[X Link](https://x.com/DOMOCAPITAL/status/1798790143568171218) 2024-06-06T18:52Z 43.5K followers, 20.7K engagements
"On @CNBC - @CitronResearch 's Andrew Left just said he cannot discuss a probe into him and other short sellers for trying to manipulate $GME 👀"
[X Link](https://x.com/DOMOCAPITAL/status/1799112722984075534) 2024-06-07T16:14Z 43.7K followers, 56.7K engagements
"Now that there should be no material non-public information - Would love to see @ryancohen make an open market $GME purchase following completion of ATM"
[X Link](https://x.com/DOMOCAPITAL/status/1799142548541235341) 2024-06-07T18:13Z 43.7K followers, 18.6K engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Category Creators
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "youtube::undefined",
"creator_name": "airshowfansh",
"creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 79600000,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DOMOCAPITAL DOMO Capital Management, LLC
DOMO Capital Management, LLC posts on X about $alto, $gme, gme, $pbi the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] -96%
- [--] Month [---------] +5,924%
- [--] Months [---------] +2,167%
- [--] Year [---------] +232%
Mentions: [--] #
- [--] Week [--] -28%
- [--] Month [---] +132%
- [--] Months [---] +254%
- [--] Year [---] +64%
Followers: [---------] #
- [--] Week [------] -0.03%
- [--] Month [------] +8.60%
- [--] Months [------] +7.60%
- [--] Year [------] +6.80%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks cryptocurrencies countries technology brands social networks celebrities automotive brands us election travel destinations
Social topic influence $alto #1, $gme #261, gme #204, $pbi #5, $gpre #4, debt, money, stocks #5100, in the, tariffs
Top accounts mentioned or mentioned by @ryancohen @theroaringkitty @crowdturtle @bullstkpicks @valuedontlie @violacapital @bullsbayretail @elonmusk @oldmammoth69 @michaeljburry @jimcramer @sadboiintech @fredloifa @cgasparino @gamestop @pitneybowes @dmlr53 @cyan005 @citronresearch @realdonaldtrump
Top assets mentioned GameStop, Corp. (GME) Abercrombie & Fitch Co. (ANF) Bath & Body Works Inc (BBWI) AMC Entertainment Holdings, Inc. (AMC) Deckers Outdoor, Corp. (DECK) United Parcel Service, Inc. (UPS) ADAMANT Messenger (ADM) Valero Energy Corporation (VLO) Newell Brands Inc (NWL) FedEx Corporation (FDX) Berkshire Hathaway Inc. (BRK.A) Dogecoin (DOGE) Bitcoin (BTC) Bank of America (BAC)
Top Social Posts
Top posts by engagements in the last [--] hours
"It means that w/ $CHWY @ryancohen simply perfected the failed business model. He will transform $GME in the same way @jimcramer. He didn't start from scratch this time bc $GME had valuable vendor and customer relationships and assets. Leadership matters. http://pets.com http://pets.com"
X Link 2021-03-04T18:47Z 43.3K followers, [---] engagements
"@DOMOCAPITAL wants to hammer this home. $CHWY is essentially The difference is that @ryancohen knew how to do it right. He personalized it. He perfected the business model. $CHWY is now a $35B company. He can do the same with $GME - in time(not overnight) http://pets.com http://pets.com"
X Link 2021-03-04T19:01Z 43.3K followers, [---] engagements
"After blocking @DOMOCAPITAL for speaking truths @jimcramer now says DO MO' with DOMO C'mon man - it's #YOLOwithDOMO"
X Link 2021-04-01T20:28Z 43.3K followers, [---] engagements
"Fees of 2.5% + 30% of profits for 19% a year Welcome to @DOMOCAPITAL: https://www.domocapital.com/factsheet.html "over the past five years Muddy Waters has produced an annualized return of roughly [--] percent and thats after a [---] percent management fee and a [--] percent performance fee." https://t.co/7hYfHYmnRo https://www.domocapital.com/factsheet.html "over the past five years Muddy Waters has produced an annualized return of roughly [--] percent and thats after a [---] percent management fee and a [--] percent performance fee." https://t.co/7hYfHYmnRo"
X Link 2021-04-19T21:16Z 43.6K followers, [---] engagements
"If only there was a RIA / portfolio manager with a great track record of making predominately long-term (greater than one year) investments in undervalued stocks. 🤔 #YOLOwithDOMO https://www.domocapital.com/factsheet.html As long as you have diamond hands you do NOT have to worry about Biden's tax plan. Investments held for less than one year will be taxed like regular income. Investments held for more than one year have three tax brackets that top out at just 20%. Few understand this. https://www.domocapital.com/factsheet.html As long as you have diamond hands you do NOT have to worry about"
X Link 2021-04-23T13:38Z 43.6K followers, [---] engagements
""There are over a dozen proposals under consideration including . requiring hedge funds to disclose any short-selling . against stocks to the public." The disclosure rules should be the same for longs / shorts. Disclose if 5% of shares outstanding. https://seekingalpha.com/news/3717584-democrats-seek-tougher-hedge-fund-regulation-after-robinhood-archegos-debacles https://seekingalpha.com/news/3717584-democrats-seek-tougher-hedge-fund-regulation-after-robinhood-archegos-debacles"
X Link 2021-07-21T18:38Z 43.5K followers, [---] engagements
"If you want to be a great investor #TimeArbitrage is your friend. It goes against almost every natural instinct every person has which is precisely why the ability to appropriately implement the strategy results in incredible alpha generation over time: https://www.domocapital.com/factsheet.html https://www.domocapital.com/factsheet.html"
X Link 2021-10-28T17:28Z 43.6K followers, [--] engagements
"2023 travel requirements: Wow. this is crazy. Wow. this is crazy"
X Link 2022-05-21T20:54Z 43.6K followers, [--] engagements
"Recession-proof: My wife's love for candles hand soap and lotion 😂(no position in $BBWI) Bath and Body Works' stock surges after it raises guidance beats on earnings"
X Link 2023-05-18T13:47Z 42K followers, [----] engagements
"If $UPS workers strike $PBI is without question the #1 beneficiary. Sure $FDX will benefit but the impact it would have to @PitneyBowes would forever alter the trajectory of the domestic parcel business. 👀"
X Link 2023-05-23T14:46Z 42K followers, [--] engagements
"Hope @ryancohen isn't referring to his appointment as Executive Chairman. Love that he is taking a much more hands-on approach. $1B+ of cash in Ryan's hands will be worth multiples of that now that he is allocating the capital. If anyone can transform $GME it is Ryan"
X Link 2023-06-07T20:37Z 42K followers, [--] engagements
"Love it @ryancohen puts his money where is mouth is: Those that bet against Ryan are fools $GME"
X Link 2023-06-13T13:30Z 42K followers, [---] engagements
"@blackburn_ga Corn oil natural gas. absolutely Which direction is the question 🤣🤣 so many variables don't think anyone can truly know at this point. Would love to see Ukraine war end a sell-off in corn and oil and reduced inflation"
X Link 2023-06-24T16:28Z 42K followers, [--] engagements
"Happy to have Jeremy on-board but his letter to the $ALTO BOD is misguided. As the beneficial holder of 3.6M shares I am certainly not asking @gilbertenathan or the rest of the BOD to sell ALTO's assets for such a paltry return as shares could exceed $20-$30 in several years"
X Link 2023-06-30T01:48Z 42K followers, 10.2K engagements
"It would make more sense for an activist to come into the $PBI picture vs $ALTO just as Ryan Cohen did with $GME the first go-around with Hestia. Hestia has once again paved the way and an additional activist in $PBI could easily lead to immediate change. $ALTO is more like $UNFI"
X Link 2023-06-29T14:56Z 42K followers, [----] engagements
"We heavily bought $UNFI in the single digits before exiting around the $40s. People complained about UNFI management at the time too even though it was very well managed but just operating in a difficult environment. Just as has been the case with $ALTO the last few years"
X Link 2023-06-29T15:04Z 42K followers, [----] engagements
"Q2 estimates for $ALTO are wildly wrong: $ALTO lost $0.18 per share ($13.2M) in Q1. Q1 crush margin in IL was -$0.19 vs Q2 +$0.16. Q2 nat gas cost (from Ameren IL) is down 41.4% vs Q1. Magic Valley restarted in Q2 w/ corn oil and possibly some protein sales. Could go on"
X Link 2023-07-06T16:24Z 42.4K followers, [----] engagements
"Interesting - haven't seen a several cent gap in the bid / ask for $ALTO before. $ALTO is NOT $GME - but the joy of watching it sure has that familiar feel. Especially with the ability to track the crush margin daily (similar to how we used to track the $GME online orders)"
X Link 2023-07-10T21:29Z 42.2K followers, [----] engagements
"Yes and $50M EBITDA is conservative. I really think that is a very low estimate for $ALTO for '23. And then at what point does market start pricing in the additional EBITDA for [----] and beyond This was probably the greatest set-up I've ever seen since $GME at 50% below net cash"
X Link 2023-07-12T00:50Z 42K followers, 22.6K engagements
"I'm actually slightly tempted to do a Live AMA on $ALTO AKA @TheRoaringKitty style. It's finally reached that $GME level kind of obsession to me. I think it'd be kind of fun to answer whatever questions people may have. Would people be interested in this Yes and $50M EBITDA is conservative. I really think that is a very low estimate for $ALTO for '23. And then at what point does market start pricing in the additional EBITDA for [----] and beyond This was probably the greatest set-up I've ever seen since $GME at 50% below net cash. Yes and $50M EBITDA is conservative. I really think that is a"
X Link 2023-07-12T00:16Z 43.6K followers, 42.2K engagements
"@DeepSailCapital Truth. Recency bias is the biggest. Can apply it to anything even cheering on a sports team. People always overeact (either good or bad) to whatever has happened most recently"
X Link 2023-07-12T23:47Z 42K followers, [---] engagements
"Businesses have less than two weeks to switch their business from $UPS to $PBI or $FDX and @PitneyBowes is probably the only viable solution at this point from a capacity standpoint: Better get on it - onboarding takes time"
X Link 2023-07-18T18:09Z 42K followers, [--] engagements
"Not that this should be any surprise but I have confirmed with $ALTO that there would not be any impact if $UPS strikes. $PBI on the other hand - would greatly benefit"
X Link 2023-07-22T06:38Z 42K followers, [----] engagements
"A dream scenario might be $ALTO teaming up on carbon sequestration with a partner that would have billions of gallons of SAF demand annually. Perhaps a major airline based in the Chicago area near the Pekin facility. 🤔"
X Link 2023-08-04T21:41Z 42K followers, [----] engagements
"What could give us greater confidence that $ALTO will report a profitable quarter On the last earnings call management highlighted: First of all positive EBITDA doesn't mean positive net income. However at the time April just concluded and according to DOMO Capital data the crush margin averaged +$0.07; whereas the crush margin in March was negative (despite positive bottom line results as per paragraph [--] in the attached image from the Q1 earnings call). Secondly the crush margin (again based on DOMO Capital data) then increased to an average of $0.19 in May and and $0.22 in June before"
X Link 2023-08-04T16:52Z 43.7K followers, [----] engagements
"@kingdomcapadv @CapitalShipyard High cost of capital compared to. $GPRE received a $125M loan at an 11.75% interest rate. $ALTO received up to $125M at a 10% interest rate but the rate only applies when funds are drawn down not on the entire balance. Who is having the harder time accessing capital"
X Link 2023-08-07T19:28Z 42K followers, [--] engagements
"Interesting. $ALTO"
X Link 2023-08-17T13:56Z 42K followers, [----] engagements
"$PBI 👀👀👀👀 No 13D yet but it certainly sounds like Bradley owns over 5% of the outstanding shares so maybe by tomorrow It appears that he has also waged several activist campaigns in the past Here we go https://www.businesswire.com/news/home/20230821278975/en/Bradley-L.-Radoff-Issues-Letter-to-Recently-Appointed-Directors-Steven-Brill-and-Darrell-Thomas-Regarding-the-Need-for-Urgent-Action-at-Pitney-Bowes"
X Link 2023-08-21T13:10Z 43.6K followers, [----] engagements
""Dopierala posited three different scenarios for $PBI and its board all of which result in the sale of the global ecommerce unit and Lautenbachs departure. One possibility: an activist investor stepping in to force the action much as Cohen did at $GME. Brill he suggested could follow the example of former Walmart CEO William Simon who supported Cohen and Wolf against incumbent directors and helped turned the tide at GameStop.""
X Link 2023-08-22T20:22Z 42K followers, [----] engagements
"Never want to see this and hope everyone is safe - but this $ADM facility with a 375M gallon annual ethanol capacity was by far the largest ethanol facility in Illinois - this could result in higher ethanol prices as well as cheaper corn in IL: $ALTO"
X Link 2023-08-30T15:11Z 42.3K followers, [----] engagements
"On the call $REX also mentioned the possibility of sequestering the CO2 for others in the industry. It would seem the closest possibilities would be $ALTO or ADM but I think $ADM already has something in place"
X Link 2023-08-30T16:13Z 43.8K followers, [----] engagements
"$ALTO basis down corn down ethanol up. what an end to the month - September crush margin now expected to average almost $0.50 and Q3 (with September estimated) is currently set to have crush margins 133% higher than Q2 and nearly 2000% higher than Q3 [----]. Not to mention YOY natural gas cost declines of over 60% I'm sure @puppyeh1 and I can agree that Q3 should be a monster quarter"
X Link 2023-08-31T20:29Z 42K followers, [----] engagements
"There is no way to know $ALTO corn basis or even ethanol prices out there. Based on management comments about selling into Washington at higher price plus a full quarter of protein I am really bullish on the west coast profitability this quarter. Generally speaking the crush margin out west should follow same trend as midwest as well. Q3 should be a blowout and Q4 might be equal to it I'm looking forward to management presenting at Wainwright conference next week"
X Link 2023-09-05T18:19Z 42K followers, [----] engagements
"$PBI 👀👀 wow what a letter Ancora Issues Open Letter to Pitney Bowes Board Regarding the Need to Replace Mary J. Guilfoile as Chair and Marc Lautenbach as CEO -"
X Link 2023-09-06T13:01Z 42K followers, 173.8K engagements
"@pulte Full thesis on $PBI viewable on any non-mobile device for free:"
X Link 2023-09-06T13:43Z 42K followers, [----] engagements
"Higher gross profit for $GME and lower SG&A - interesting"
X Link 2023-09-06T20:23Z 42K followers, 25.2K engagements
"Anything that $GME owns that can easily be converted to cash. Given that it is such a round number it is unlikely to be stocks. Probably bonds / Treasuries - You can see that they made $11.6M in interest income vs just $0.3M YOY"
X Link 2023-09-06T20:34Z 42K followers, 16.4K engagements
"Since the huge increase in cash I've always viewed $GME as an investment in @ryancohen and I would never bet against him. He might acquire something. He might build something. Maybe he even turns it into a Berkshire Hathaway and starts buying undervalued stocks. I have no idea what he'll do but I sure wouldn't bet against him"
X Link 2023-09-06T20:38Z 42K followers, 44.2K engagements
"@AtmShf I repurchased shares of $GME for my personal account in November of [----] and posted on Twitter when I did so. I do not plan on selling them anytime soon or at least while Ryan Cohen is involved with the company"
X Link 2023-09-07T01:30Z 42K followers, [---] engagements
"Thank you for the write-up @RicoReporting glad you found $ALTO interesting - I think a lot of readers will as well It was great to be able to discuss the $GME and $PBI investments too"
X Link 2023-09-07T13:27Z 42K followers, [----] engagements
"Largest ethanol plants in IL by production capacity showing $ALTO $ADM and others. When there are events that limit or shutdown production of ethanol plants at the competitors of $ALTO it not only reduces corn demand (while increasing corn availability in that region potentially lowering basis) but it also supports the price of ethanol for those still When there are events that limit or shutdown production of ethanol plants at the competitors of $ALTO it not only reduces corn demand (while increasing corn availability in that region potentially lowering basis) but it also supports the price"
X Link 2023-09-11T15:25Z 43.8K followers, [----] engagements
"Massive decline in $ALTO corn basis today Entire month of September was decreased by 50% (15 cent decline for next two weeks and a [--] cent decline for the last week of September). Will post new crush margins in a few hours - going to be a huge increase"
X Link 2023-09-11T18:45Z 42K followers, [----] engagements
"KEDM and @hkuppy are in the wrong sector Who wants uranium or oil when the largest imbalance in the market is about to be the supply/demand for ethanol due to SAF / Inflation Reduction Act - it's not even close $ALTO"
X Link 2023-09-11T22:24Z 42K followers, [----] engagements
"@dmlr53 It can go from Pekin to CA / Oregon"
X Link 2023-09-12T14:44Z 42K followers, [--] engagements
"It is hard to do because there is no great way to lock in renewable fuel ethanol prices only corn and specialty alcohol. So it is extremely unlikely they have locked in anything on renewable fuel. $ALTO doesn't speculate by taking only one side (hedging corn only). They would have been toast if they had. who would have thought corn would be where it is"
X Link 2023-09-12T20:35Z 42K followers, [---] engagements
"Ethanol stocks (supply) continues to fall further supporting prices despite the extremely strong crush margin operating environment. $ALTO"
X Link 2023-09-13T16:08Z 42.4K followers, [--] engagements
"It sure does feel like the $GME days Who is going to do the $ALTO poster like the GME Avengers poster We going with Children of the Corn 🤣🤣🤣 Whose faces are going on it Someone make it happen Lol"
X Link 2023-09-13T23:47Z 42K followers, [--] engagements
"Even $BAC is jumping on the SAF bandwagon "Bank of America is also working to catalyze the market. This includes a commitment to mobilize $2 billion in sustainable finance for SAF production and other low carbon aviation solutions as well as a 10-year partnership with SkyNRG to support the production of [---] million gallons of SAF per year beginning in [----]. It is critical that we work together as quickly as possible to accelerate technologies that will help make low carbon solutions more competitive and available says Karen Fang Global Head of Sustainable Finance. The key is to speed up the"
X Link 2023-09-14T13:40Z 42K followers, [----] engagements
"In regards to $ALTO - it's also important to think about interest rates. The higher the interest rate the higher the cost to store corn. Therefore low basis may be sustained as farmers continually look to offload corn now vs storing it for sale / export later"
X Link 2023-09-14T14:19Z 42K followers, [----] engagements
"$ALTO "On Wednesday EU lawmakersapproved new rulesthat require at least 2% of jet fuel used by airlines to be sustainable as of [----] with that share to increase every five years to hit 70% by 2050.""
X Link 2023-09-15T11:58Z 42K followers, [----] engagements
"A cup and handle you say $ALTO"
X Link 2023-09-18T22:20Z 42K followers, [----] engagements
"Not necessarily - a handle can actually be upward sloping - I believe we meet all of the criteria below except the [--] weeks; however if the handle takes a minimum of [--] week that would put us at the [--] weeks: Cup and Handle Pattern Rules 1) A cup and handle pattern is a bullish continuation pattern. 2) The cup should be rounded and resemble a U shape not a sharp V. 3) The pattern is formed over a minimum of7 weeks.(Including Handle) 4) The handle length is a minimum of [--] week. 5) The pattern should formabove the 200dma. 6) Base depth should be12-35% 7) The handle should ideally slope downwards"
X Link 2023-09-18T22:52Z 42K followers, 12.6K engagements
"One third of $200M in lost sales to $FDX. what percentage to $PBI. " $UPS executives last month said worried customers shifted [--] million packages per day to other providers resulting in about $200 million of lost sales. They estimated that roughly a third of that volume landed with rival $FDX""
X Link 2023-09-19T13:04Z 42K followers, [----] engagements
"@sadboiintech Not open market purchases. Awards for being promoted to CEO and CFO"
X Link 2023-09-19T21:08Z 42K followers, [---] engagements
"Lol. The fact that most gains come in pre/after markets and the fact that pre/after market quotes are not relevant unless there is significant volume (usually due to material news such as earnings etc) are not mutually exclusive"
X Link 2023-09-20T11:47Z 42K followers, [----] engagements
"52 week highs are fun"
X Link 2023-09-20T14:12Z 42K followers, [----] engagements
"$ALTO natural gas prices in Pekin for October are down 60% YOY (down 40% from January) and are only up about 1.5% from September:"
X Link 2023-09-20T15:46Z 42.3K followers, [----] engagements
"Pekin has access to rail as well. Ironically this year the lower river levels are probably benefiting $ALTO by significantly reducing corn basis. IL farmers are being prevented from shipping corn to international markets and with higher interest rates jacking up storage costs. this has likely been a material net benefit to ALTO"
X Link 2023-09-20T16:00Z 42K followers, [---] engagements
"Public service announcement: If you own shares of $BBBYQ they will be completely worthless in about [--] days. Might as well get whatever you can for them before they hit $0. It makes no sense that the shares currently trade at a market cap of over $100M. Do not delude yourself"
X Link 2023-09-20T23:32Z 42K followers, 55.7K engagements
"@ineverwearss If I am wrong I'll repost it and state that. But the facts are facts. Shares will no longer trade in October"
X Link 2023-09-20T23:37Z 43.5K followers, [----] engagements
"@0xFernand0 @PhantomBlack699 @sboho Correct it is over on Sept 30th. Liabilities are approximately $1.5B greater than assets"
X Link 2023-09-20T23:49Z 42.4K followers, [----] engagements
"Neither I nor DOMO Capital have ever shorted a stock. No position in $BBBYQ. Just trying to save the money of those listening to the fraudsters"
X Link 2023-09-21T00:09Z 42K followers, 22.8K engagements
"This is who everyone is following on $BBBYQ 🤣🤣 @DOMOCAPITAL is going to have to file Chapter [--] over $BBBYQ That comment alone should be enough for anyone following this person to wake-up. We do not have any never have had any position in the shares. We led the way on $GME with actual due diligence. This is not due diligence. This is the exact opposite of due diligence. We made our post with the understanding that a lot of the people that followed us after $GME may have a position in $BBBYQ because of the type of false information that characters like this provide. $BBBYQ shares are not"
X Link 2023-09-21T13:38Z 42K followers, 51.7K engagements
"Because we have always been here to protect household investors. Just as we did when we warned them about the "Viking" and other fraudsters. Just as we did when we spoke out on $GME when the media was making false claims. At that time we were attacked by Gasparino Jim Cramer and others in the media. Speaking the truth that people do not want to hear will never be popular and we're OK with that. We'll always speak the truth and defend what is right. $BBBYQ will be worthless within weeks"
X Link 2023-09-21T13:45Z 42K followers, 25.8K engagements
"Just saw this - there was a lot of $BBBYQ rubbish to go through. Appreciate the rational and polite comment. There's certainly some unusual things but even if Ryan is a debtor he is clearly not a shareholder. I would ask. what is there left to acquire by Ryan or anyone else Every asset of value has been sold. Overstock controls the name/website/brand etc. If Ryan was interested in those things. he was outbid. The just released 8K clearly states that the shares will be cancelled and extinguished in the coming weeks. That's it. There's nothing more to hope for here and short sellers will not be"
X Link 2023-09-21T15:26Z 42K followers, 18.7K engagements
"Our price target on $ALTO is in the double digits: It isn't something we are day trading or using technical analysis on to make buy/sell decisions. Crush margin is $0.60 vs -$0.05 last September. Can't wait for earnings day They will blow away $0.10 analyst estimates"
X Link 2023-09-21T15:50Z 42.3K followers, [----] engagements
"I have to admit - it wasn't until within the last couple of months that I realized $ALTO actually benefits from a higher interest rate environment due to the impacts on the price of corn and corn basis. literally everything that could be going right this year for $ALTO is - exact opposite of 2022"
X Link 2023-09-21T16:06Z 42K followers, [----] engagements
"#Context "GenZ is a big contributor to the latest surge in credit card debt which is normal Raneri said since that generation is at the age where many are starting to get access to credit for the first time." US consumers have accumulated $1 trillion of credit card debt. That sounds like a lot but it's not an excessive amount experts say. https://finance.yahoo.com/news/americas-1-trillion-credit-card-201501893.html https://finance.yahoo.com/news/americas-1-trillion-credit-card-201501893.html https://finance.yahoo.com/news/americas-1-trillion-credit-card-201501893.html"
X Link 2023-09-24T20:59Z 43.5K followers, [----] engagements
"Rough day. Crush margin for $ALTO is now only $0.61. 😜"
X Link 2023-09-25T23:21Z 42K followers, [----] engagements
"$ALTO current crush at $0.60"
X Link 2023-09-26T20:30Z [--] followers, [----] engagements
"$ALTO "Current long-run projections for US corn stocks levels such as those from the Food and Agricultural Policy Research Institute at the University of Missouri expect 2-billion-plus bushel corn ending stocks into the foreseeable future. This begs the question: In a world"
X Link 2023-09-26T22:47Z 42K followers, [--] engagements
"Look at you you don't even need me anymore. I think the odds of $ALTO printing a Q3 EPS of over $0.30 (vs estimates of $0.10) are well over 50% - especially after considering all of the things I mentioned the other day which even left out a few items"
X Link 2023-09-26T23:05Z 42K followers, [----] engagements
"Would sure be nice if we could get some preliminary Q3 results for $ALTO at this event and/or some updated guidance on a Q3 that is obviously well above market expectations:"
X Link 2023-09-27T13:34Z 42K followers, [----] engagements
"Short interest report came out yesterday. Downturn in $PBI has definitely been partly due to an increase in shorted shares which went from 10.96M on August 31st to 12.54M as of September 15th - first report which includes that huge down day on high volume. Good luck with that"
X Link 2023-09-27T13:52Z 42.4K followers, [--] engagements
"Ethanol stocks continue to remain below YOY levels despite the high operating margin environment. $ALTO"
X Link 2023-09-27T14:38Z 42K followers, [--] engagements
"This shows current margins for Iowa ethanol producers and includes corn oil which is why margins are currently closer to $1.00 vs the $0.60 crush I've been showing for $ALTO"
X Link 2023-09-27T14:43Z 43.5K followers, [----] engagements
"From Seeking Alpha / $PBI:"
X Link 2023-09-27T14:52Z 42K followers, 14.5K engagements
"They are finally catching on $ALTO"
X Link 2023-09-27T19:58Z 42.2K followers, [----] engagements
"$ALTO current crush: $0.59"
X Link 2023-09-27T20:18Z 43.5K followers, [----] engagements
"Love this @ryancohen is going to do great things with $GME that no one will ever see coming GameStop on Thursday named Ryan Cohen as its CEO and chairman giving the billionaire activist investor more power to spearhead a turnaround of the video game "
X Link 2023-09-28T11:03Z 42K followers, 84.1K engagements
"That being said - do not be scammed by those telling you that Ryan Cohen is still involved with $BBBYQ or that somehow new shares will be issued that you are eligible to receive. Both of these things are false. $BBBYQ shares will become worthless in days and no current shareholder will ever receive new shares - ever. $BBBYQ is not $GME - never was"
X Link 2023-09-28T11:20Z 42K followers, 70.6K engagements
"@CarrieBarberLPN Last time I checked stating facts about companies wasn't financial advice. Ryan is not involved. When shares are canceled and extinguished current shareholders will never receive new shares in any new entity. These are facts. Do with them what you want. It's your money"
X Link 2023-09-28T13:28Z 42K followers, [--] engagements
"Now THIS article about $GME and @ryancohen is truly FUD. "GameStop's demise assured with new CEO Wedbush says""
X Link 2023-09-28T20:07Z 42K followers, [---] engagements
"If anyone claims that $BBBYQ shares will be reissued because it happened with American Airlines. That is completely fictitious due diligence. You can look up the American Airlines 8-K's and read that this outcome was literally created within the bankruptcy plan approved by the court for American Airlines. No such approved plan exists for $BBBYQ. If this is the due diligence you're relying on - it's completely and obviously false. There is absolutely no possible way for existing shareholders to be issued new shares. You have to read ALL of the legal documents not just cherry pick those that"
X Link 2023-09-29T16:28Z 42K followers, 27.3K engagements
"$ALTO crush today at $0.61. October came off a bit as rains slowed the harvest which resulted in a small increase in the basis. you know things are amazing when you're disappointed with a [--] cent crush margin Q3 earnings and Q4 guidance should be fantastic Cheeeeers everyone have a great weekend"
X Link 2023-09-29T21:15Z 42K followers, [----] engagements
"I tried. brings me no joy @GMEdd Gj @DOMOCAPITAL @GMEdd Gj @DOMOCAPITAL"
X Link 2023-09-29T23:36Z 43.6K followers, 14.8K engagements
"$PBI LFG Marc Lautenbach fired and removed from the Board of Directors After setting the stage for @ryancohen at $GME Hestia Capital now in control at @PitneyBowes and Kurt Wolf is the co-chair to find permanent CEO There is no question now that the Global Ecommerce is up for sale"
X Link 2023-10-02T12:03Z 42K followers, 14.5K engagements
"The short sellers that increased their positions by over 26% the last two months clearly just lost their bet that there wouldn't be any major leadership changes at $PBI this year. This is not going to go well for them at all after they just tried to artificially push the stock down to force a dividend cut I have to admit - I didn't really see it happening this fast either Wow Kurt Wolf is really making a name for himself by consistently flipping other board members that were originally extremely opposed to him"
X Link 2023-10-02T12:20Z 42K followers, 11K engagements
"$PBI "Pitney Bowes CEO Gone Global Ecommerce Unit Likely Up for Sale""
X Link 2023-10-02T19:03Z 42.4K followers, 114.1K engagements
"The Pitney Bowes Inc. Board of Directors has replaced CEO Marc Lautenbach following pressure from major shareholders. The immediate sale of the Global Ecommerce segment now appears certain with a focus on reducing corporate overhead. The company's valuation could increase to over $15 per share by next year with the sale of the segment and cost-cutting measures. A recent short seller attack (increasing shares short by over 26% in Aug/Sept) to force a dividend cut may now result in a short squeeze taking shares back into the double digits"
X Link 2023-10-02T19:14Z 42K followers, [----] engagements
"The immediate sale of the $PBI Global Ecommerce segment now appears certain with a focus on reducing corporate overhead. The company's valuation could increase to over $15 per share by next year with the sale of the segment and cost-cutting measures. A recent short seller attack (increasing shares short by over 26% in Aug/Sept) to force a dividend cut may now result in a short squeeze taking shares back into the double digits. https://seekingalpha.com/article/4638469-pitney-bowes-shareholders-win-big-lautenbach-steps-down"
X Link 2023-10-02T19:16Z 43.6K followers, [----] engagements
"Oh yeah. and $ALTO still has a $0.50 crush margin currently in October 🤷♂ Higher interest rates = lower corn / corn basis"
X Link 2023-10-03T14:26Z 42K followers, [----] engagements
"$BBBYQ What are you talking about I already commented on this last week when it still existed. There is nothing more to say. Anyone that had common shares is completely wiped out with zero chance of getting new shares or equity in any new entity. Unlike the American Airlines bankruptcy the 8-K on $BBBYQ was clear that common shareholders have no chance of recovery in the future. Are you telling me that you and others are still telling people they are going to get their money back Whatever sells clicks I guess"
X Link 2023-10-03T17:18Z 42K followers, [----] engagements
"@PhantomBlack699 @pulte I already have no interest. The company no longer exists. No common shareholders have any route to any new equity ownership based on the common equity they had in $BBBYQ - ever"
X Link 2023-10-03T18:55Z 42K followers, [----] engagements
"@PhantomBlack699 @pulte Correct - No other possible outcome"
X Link 2023-10-03T20:18Z 42K followers, [---] engagements
"$ALTO crush update ahead of the LD Micro event tomorrow: https://ir.altoingredients.com/news-events/events-presentations https://ir.altoingredients.com/news-events/events-presentations"
X Link 2023-10-03T20:26Z 43.6K followers, [----] engagements
"@TendieBaron Yeah they didn't update it yet (corn bids are lower than yesterday) but I have multiple sources whether they update or not 😁"
X Link 2023-10-03T21:38Z 43.6K followers, [---] engagements
"I think it's still below price when they reported Q2 earnings. Q3 estimates are $0.10. they should ewrn at least $0.20 if not $0.30+ Here is our full thesis from early May along with price targets: $Alto Ingredients Growth Story Temporarily Lost In A 'Maize'"
X Link 2023-10-04T20:37Z 42K followers, [---] engagements
"Unfortunately not much new news at the $ALTO LD Micro conference but have never seen Bryon more excited / optimistic. Clearly things are going extremely well. Looking forward to the earnings call in November"
X Link 2023-10-05T00:02Z 42K followers, [----] engagements
"Looks like Lautenbach had a couple thousand restricted stock units he was still owed and received yesterday after which he immediately sold. at yesterday's lows of $3.395 lol. Given his track record at $PBI - unsurprising that he would sell something significantly below what he obtained it for 😂"
X Link 2023-10-05T19:54Z 42K followers, [----] engagements
"I have started to pre-write a $PBI article to articulate the profitability and balance sheet of the company based on the sale of Global Ecommerce. Will be ready to go as soon as as terms of the sale are announced"
X Link 2023-10-05T21:58Z 42K followers, [----] engagements
"Didn't have this on my bingo card for [----] - Biden set to finish Trump's wall:"
X Link 2023-10-05T22:04Z 42K followers, [----] engagements
"The volume on $PBI has been unreal after the attempt to take it down this morning. really intriguing very unusual"
X Link 2023-10-06T15:04Z 42K followers, [----] engagements
"Why does $GME gut brand new games like this @ryancohen Sounds like it's a deal-breaker for a lot of customers since Best Buy and other stores do not do this"
X Link 2023-10-09T17:22Z 42K followers, 30.7K engagements
"$PBI shares just hit a new high following the firing of Marc Lautenbach"
X Link 2023-10-10T14:16Z 42K followers, 81.1K engagements
"$ALTO Ingredients: A Corn-Powered Rocket Primed To Crush Earnings Estimates: https://seekingalpha.com/article/4640002-alto-ingredients-corn-powered-rocket-primed-to-crush-earnings-estimates https://seekingalpha.com/article/4640002-alto-ingredients-corn-powered-rocket-primed-to-crush-earnings-estimates"
X Link 2023-10-10T17:12Z 43.6K followers, 13.8K engagements
"Nice rally in ethanol prices today despite the drop in corn prices Current $ALTO crush up to $0.55 (LH Oct is over $0.58) while FH November is now over $0.31"
X Link 2023-10-10T20:30Z 42K followers, [----] engagements
"Finally $GME has forever changed the US stock market and has brought transparency where it has been badly lacking"
X Link 2023-10-13T20:21Z 41.9K followers, 25K engagements
"$ALTO / $PBI AMA #2 starting at 6:30 PM CST tomorrow (Monday):"
X Link 2023-10-15T15:06Z 42.4K followers, [----] engagements
"$ALTO crush margin update ahead of the AMA tonight (in about [--] hours):"
X Link 2023-10-16T20:23Z 42.4K followers, [----] engagements
"Going live in less than [--] mins"
X Link 2023-10-16T23:26Z 42K followers, [----] engagements
"Chicago-area startup banks on ethanol-fueled trucking as alternative to battery electric"
X Link 2023-10-17T11:38Z 42.4K followers, [----] engagements
"Where are my $ALTO technical analysis experts Was it a cup and handle that we're about to explode out of A flag"
X Link 2023-10-17T16:52Z 42.4K followers, [----] engagements
"Woah We can thank the events of $GME for this as well:"
X Link 2023-10-18T12:58Z 42.4K followers, 10.2K engagements
"$ALTO - While this legislation will almost certainly not be necessary - it's encouraging that there are multiple paths available to including the GREET methodology into the SAF requirements: "This legislation would help ensure that renewable fuel regulations are based on sound science and current data not speculative theories and obsolete informationsaid Geoff Cooper president and CEO of the Renewable Fuels Association. Around the world the Argonne National Laboratory GREET model is recognized as the gold standard for analyzing the lifecycle greenhouse gases impacts of renewable fuels like"
X Link 2023-10-18T15:25Z 42.4K followers, [----] engagements
"Rough day for $ALTO the stock. but the underlying business Current crush margin just hit the highest October print YTD and November moved up even more"
X Link 2023-10-18T20:39Z 42K followers, [----] engagements
"So low $ALTO Pekin crush: Q1 2021: -$0.26 Q1 2022: -$0.14 Q1 2023: -$0.19 I'll take +$0.05 all day The business is seasonal and positive crush margins during that period would be spectacular. Edit: And in [----] natural gas will also be down BIG in Q1 of the year vs 2023"
X Link 2023-10-18T21:00Z 42.4K followers, [----] engagements
"If this continues into peak shipping season. $PBI Global Ecommerce costs will likely have a material benefit helping to drive increased margins just as the unit is being shopped for sale"
X Link 2023-10-19T13:00Z 42K followers, [----] engagements
"$ALTO "MAPLE PARK Illinois Oct [--] (Reuters) - After a dry spring threatened to wither the U.S. corn crop in the fields farmers are harvesting what will likely be the country's third-largest crop ever. A bumper harvest will strain storage capacity and hold down prices of the world's most traded commodity crop. This will benefit customers who will pay less for corn used to feed livestock dairy cows and egg-laying chickens or to make ethanol biofuel.""
X Link 2023-10-19T14:14Z 42K followers, [----] engagements
""At the end of June I wasn't even sure it would make a crop" said Steve Pitstick who farms nearly [----] acres just outside the Chicago suburbs in northern Illinois where harvested fields stood next to crops ready to be cut. "But the timing of the rain better genetics and better planting equipment set us up for success" Pitstick said during a rain delay in his harvest after more than two straight weeks of work. "It is surprisingly good.""
X Link 2023-10-19T14:16Z 42K followers, [----] engagements
"When do 40-year mortgage loans become the new normal"
X Link 2023-10-19T19:52Z 42K followers, [----] engagements
"@lamenta777 Really I did not know that"
X Link 2023-10-19T20:13Z 42K followers, [---] engagements
"Ethanol held-up with corn today - November crush was up $0.004 on the day (only month to show an actual increase the rest were flat aside from October). $ALTO"
X Link 2023-10-19T20:33Z 42.4K followers, [----] engagements
"Options expiration today. Appears to be some clear manipulation going on"
X Link 2023-10-20T13:46Z 43.6K followers, [----] engagements
"@dmlr53 @GOSHAMBEE Sure makes you wonder why anyone would own $GPRE now in lieu of $ALTO"
X Link 2023-10-20T20:35Z 42.4K followers, [---] engagements
"Feels like it is becoming a Friday tradition. $ALTO Pekin crush margins hit a new October YTD high November nearing $0.40 Cheeeeers everyone Enjoy your weekend"
X Link 2023-10-20T21:41Z 42.4K followers, [----] engagements
"In case you needed another source on ethanol producer profit margins - just updated through Friday: $ALTO"
X Link 2023-10-23T15:26Z 42.4K followers, [----] engagements
"$ADM Q3 earnings call: $ALTO"
X Link 2023-10-24T22:44Z 42.2K followers, [----] engagements
"Pekin November natural gas rates down over 50% YOY and less than 4% higher than October. $ALTO"
X Link 2023-10-25T16:39Z 42.4K followers, [----] engagements
"$0.58 crush now. $ALTO"
X Link 2023-10-25T22:26Z 42.3K followers, 11.1K engagements
"$VLO on the current and future ethanol environment bullish for $ALTO for sure"
X Link 2023-10-26T20:36Z 43.8K followers, [----] engagements
"Looks like $FDX should acquire $PBI global ecommerce segment. $UPS on Thursday said it is spending more than $1 billion this quarter to buy two companies it hopes will bolster profit and volumes amid bare"
X Link 2023-10-26T22:22Z 42.3K followers, [----] engagements
"Well this would only apply to actual securities"
X Link 2023-11-02T00:22Z 42.3K followers, 12K engagements
"$PBI with the double beat on EPS / Revenue Declares full dividend and announces an additional $40M in cost cuts by the end of next year $PBI EPS EX-Global Ecommerce this quarter would be $0.31 per share And that doesn't take into account lower interest on debt reduction"
X Link 2023-11-02T12:07Z 42.3K followers, [----] engagements
"Excluding Global Ecommerce $PBI would have earned over $125 million through September which equates to over [--] cents per share. This completely excludes the fact that interest expense would be reduced due to less debt and that unallocated corporate overhead would also be materially reduced"
X Link 2023-11-02T13:18Z 42.3K followers, [----] engagements
"OK - a few initial comments on $ALTO. I am extremely disappointed; however I want to be clear. the company generated cash and paid down debt and one unfortunate quarter doesn't change the thesis at all. Yes - it was an operational disaster and it sounds like the operational disaster impacted hedges (perhaps even on specialty side). Clearly one-time but extremely disappointing. Sort of like what happened to Green Plains on Q2. It is what it is. That said. Cash increased by about $3.5M and long term debt decreased by $8M Were we wrong on tracking the basis or crush margin Absolutely not. It was"
X Link 2023-11-06T22:55Z 42.3K followers, 26.6K engagements
"@dmlr53 @sadboiintech @puppyeh1 It's obvious the issue was hedging related due to unplanned outages at Pekin. CFO basically stated this"
X Link 2023-11-06T23:30Z 42.3K followers, [---] engagements
"@DrawingSlim Not really that was one-way hedging. This is more like Green Plains. Go read Green Plains Q2 report. They had the explosion at the plant and it killed all of their hedges and they reported a monster loss because of it. It's almost identical to that"
X Link 2023-11-06T23:32Z 42.3K followers, [----] engagements
"I've thought about this some more. And this is clearly hedging related and specific to the specialty alcohol. Here's what I believe happened: When I speak about hedging - this is what I mean. This is the only thing I can think of. for how $ALTO missed. Specialty alcohol contracts are locked in in October/November. At that time they hedge the corn because the price of ethanol is (in theory) locked-in. The price of ethanol back in October / November was $2.50 to $2.70 On the call they stated that they were forced to produce lower margin non-specialty alcohol products due to operational issues."
X Link 2023-11-07T01:17Z 42.3K followers, 17.9K engagements
"@vtarchon I think the CFO did state it but just not in such clarity"
X Link 2023-11-07T01:27Z 42.3K followers, [----] engagements
"One reason we did not see the impact of the decline in basis for $ALTO is that there is about a one month lag before it hits the financials (Sept decline helps Oct). Management blunders aside the current basis outlook for $ALTO is the best seen in years:"
X Link 2023-11-29T15:07Z 42.2K followers, [----] engagements
"I have specifically mentioned in the past that this is the route Ryan Cohen should take with $GME. It's completely game-changing for the company going forward Welcome to the new Berkshire Hathaway"
X Link 2023-12-06T22:13Z 43.8K followers, 56.7K engagements
"I have literally talked about this for years. ever since $GME reissued shares (pretty sure you can find the comments in my original [--] hour and [--] minute AMA from April 20th 2021). That said. this isn't about me. This is about $GME. This happened a day ago and it is completely game-changing for the company and I absolutely love it It's sad. and frankly odd that you chose instead to view the post as something other than simply my excitement for the direction that Ryan is taking the company"
X Link 2023-12-07T02:10Z 42.2K followers, 34.7K engagements
"It's pretty common to provide additional color in investor meetings after a call. Did you request a meeting They insinuated both and provided color in investor calls. Several other ethanol producers had fires (that were actually much more serious) due to the high temperatures. As they note here (though not nearly as strongly as they needed to) - the plants were repaired and operating well to start Q4. Q4 should be a good quarter backing out any positive or negative mark to market hedging on the specialty alcohol. "So you take that plus -- then we ended up experiencing some water balance"
X Link 2023-12-12T15:30Z 42.2K followers, [--] engagements
"I did And who even wants that product anyways Especially in the Midwest with snowy roads and bad weather Meanwhile E15 adoption is growing rapidly which is a 50% increase from E10. $ALTO had a shitty quarter no way around that and they communicated horribly on why they had that bad quarter. However there is no denying the tailwinds behind this sector will lift all boats and given the discount $ALTO trades at self-inflicted their stock will benefit the most as funding questions dissipate - and they will dissipate"
X Link 2023-12-12T15:46Z 42.2K followers, [----] engagements
"No EV is cheaper than a gas equivalent. You probably paid $30k more than you would have for a Porsche that wasn't an EV. Your break-even point is the point where the savings from not using gas exceeds the premium you paid. In March of [----] the break-even for most EVs was about [--] years. Now it's probably 10"
X Link 2023-12-12T17:59Z 42.2K followers, [---] engagements
"Someone wanted to sell-off their $ALTO position today - that can have a large impact on a small cap stock. The fundamentals; however remain strong Ethanol has been absolutely exploding in price December crush margins finished the year strong (at +$0.07 vs -$0.15 YOY). $ALTO Q4 earnings (once mark to market hedges are backed out of Adjusted EBITDA) should be much stronger than the market is expecting. More encouraging - the recent spike in ethanol prices (while corn has fallen) has led to a current crush margin of about -$0.01 for January and $0.00 for February vs -$0.17 and -$0.30 YOY. $ALTO"
X Link 2024-01-09T21:41Z [--] followers, [----] engagements
"Interesting results from $VLO today. Ethanol segment reported $190M in net income vs $197M for Q3. $ALTO Q4 (excluding any hedging mark to market) should be higher than any other quarter in [----] and push them to positive net income for the year"
X Link 2024-01-25T16:40Z 41.9K followers, [----] engagements
"No - either short sellers targeting $ALTO or just a lack of buyers and some capitulation. Maybe people were hoping for a pre-release of earnings and don't think it will happen; therefore perhaps no news until March. There's still a small chance they pre-announce next week but we'll just have to wait and see. If not news prior to earnings in March is unlikely. Facts remain though. Q4 should have been nearly as good as Q3 "should" have been. Q1 should also be significantly better YOY as crush margins are much higher than expected at this time of the year. Underlying economics point to a"
X Link 2024-01-25T16:50Z [--] followers, [----] engagements
"Finally watched Dumb Money really disappointing. It's clear that @benmezrich didn't interview a single person involved with $GME or watch a single @TheRoaringKitty YouTube video for his book. It's pretty disgusting how badly the story was botched. Keith Gill deserved better"
X Link 2024-01-26T03:16Z 42.2K followers, 20.1K engagements
"haha c'mon - even the book it was based on aside. everything was out of order. the lady was buying options at the gas station then later contradicts that plus her holdings even after $GME fell would have been significantly higher than shown at the end of the show. There were so many inconsistencies with GameStop's share points and actual events (such as when the congressional hearing occurred or when wall street bets got involved). Aside from that - they totally miscast Roaring Kitty and the worst part which is what made it horrible is that they completely mischaracterized his videos. First"
X Link 2024-01-26T14:22Z 42K followers, 13.8K engagements
"@dmlr53 @BuyandSold You do realize that $ALTO did not even own this plant at the time of these issues right It was purchased [--] years later"
X Link 2024-01-29T16:43Z 42K followers, [---] engagements
"Rough earnings from $UPS - their best bet would be to acquire the $PBI global ecommerce segment before one of their competitors (ex. $FDX) does. $PBI global ecommerce is literally the biggest revenue growth opportunity for any shipping company right now and with the synergies it would be immediately accretive to profitability as well"
X Link 2024-01-30T16:37Z 42K followers, [----] engagements
"Huge beat by $PBI Write-down of goodwill likely points to an imminent sale of GEC. They might not get the billion+ I was originally hoping for but the segment should still sell for hundreds of millions and performance improved YOY in Q4 - especially domestically"
X Link 2024-02-01T12:17Z 42K followers, [----] engagements
"Hopefully we get some color on the call regarding potential sale"
X Link 2024-02-01T12:20Z 42K followers, [----] engagements
"One thing the market may have missed with the "flat" guidance is that $PBI had $35M in restructuring and $11M in proxy fees in [----]. That's a $46M add-back. I suppose additional restructuring costs are definitely possible but given that Jason stated that they are in the late innings. I'd assume that most of the costs are gone and now we'll see the cost savings hitting instead (which admittedly they said may be offset by increased variable compensation). Regardless of the cost savings vs cost increases. the restructuring costs should be down significantly and the proxy fees should go to $0"
X Link 2024-02-02T17:37Z 42K followers, [----] engagements
"Lots of ethanol updates coming in the coming days and weeks. $GPRE on the 7th $ADM on the 8th and $ANDE on the 20th - I expect to see quarterly results (on ethanol segments) in-line with Q3 as $VLO results recently showed. Market expectations on $ALTO are very low due to the recency bias of the previous quarter. ALTO should handily beat current expectations of -$0.10 per share and actually report double digit positive earnings (excluding any mark to market hedging gains/losses)"
X Link 2024-02-05T17:37Z 41.9K followers, [----] engagements
"Sure - I'll do it once they report Q4 numbers. It'll be nice to be able to analyze/comment on full-year figures. $GPRE ended the full year [----] with a -$93.4M loss to net income (they earned $7.2M in net income in Q4). In my opinion $ALTO is likely to out earn $GPRE in Q4 and also have positive net income for the year. Now - it's possible that the mark to market hedging causes them to show a loss (as we know they hedged some gas) - but that stuff will just roll-off during [----] and is just a paper loss that gets reversed as the ethanol gets sold. Ideally they'll break that out separately"
X Link 2024-02-08T21:33Z 41.9K followers, [----] engagements
"If you look closely at the $GPRE earnings - they were actually nearly as strong in Q4 as Q3 (same as $VLO ethanol segment) - both reports point to a significant beat by $ALTO over the current -$0.08 EPS estimate. A double digit positive EPS is much more likely (excluding any mark to market hedges on natural gas etc)"
X Link 2024-02-13T15:39Z 43.8K followers, [----] engagements
"Well they out-operated $GPRE for example every quarter except Q3. You're just expressing recency bias over a single event in a single quarter. The other events that hurt $ALTO in [----] were INDUSTRY WIDE. That's what everyone seems to be missing. Q3 of [----] wasn't some series of continuous mess-ups by management. @DOMOCAPITAL Hate to continue to be a negative nancy for now.but all this provided ALTO doesn't find the newest way to absolutely shoot themselves in the foot. I don't trust them one single bit at this point so still pulling for sales until they prove any level of capability."
X Link 2024-02-13T15:52Z 41.9K followers, [----] engagements
"$ALTO doesn't pay Henry Hub natural gas rates - but that doesn't mean that the rate they pay doesn't track those rates At what point does $ALTO start locking in March/April/May and beyond Graphic below shows current natural gas curve vs [----] spot prices at Henry Hub"
X Link 2024-02-13T16:05Z 41.9K followers, [----] engagements
"@dmlr53 @reversion_m @JarrettRenshaw @CallumCroteau @blackburn_ga @MiniNooby @ScottIrwinUI @biofuelslaw I didn't say it was good news. I said it was always expected that a modified version of GREET would be less favorable for ethanol than GREET on its own"
X Link 2024-02-16T22:10Z 41.9K followers, [---] engagements
"@haroldharoldy31 @Cyan005 Specialty alcohol prices were locked in the during the Fall at the same time the input costs were locked. How would margins decline"
X Link 2024-02-24T18:34Z 41.9K followers, [---] engagements
"@haroldharoldy31 @Cyan005 That's the entire point of hedging. You lock your margins. They don't go down or up based on commodity swings you have no control over"
X Link 2024-02-24T18:55Z 41.9K followers, [---] engagements
"This is an article on $ADM but it has some really great sections on the future of renewable ethanol that are applicable to the entire industry including $ALTO. Great article even if it did leave out the entire SAF side of the equation (which makes the outlook even better):"
X Link 2024-02-29T14:47Z 41.9K followers, [----] engagements
"I just spoke to $ALTO management. No - this is not the correct takeaway. Cogen and Natural Gas Bypass would have cost well over $100M (specifically the Cogen piece of it). They are now stating that they are in negotiations to potentially have a power company build (and pay) for this on-site without requiring capital outlays from $ALTO. This is a huge development and will allow $ALTO to still reap the benefits while also enabling the ability to move forward with CCS. @DOMOCAPITAL They seem fully focused on CCS now and go after 45Q. I believe they said Cogeneration and Natural Gas Bypass on"
X Link 2024-03-12T15:12Z 41.8K followers, 10.7K engagements
"OK 😉 good luck. "We anticipate that we will need to raise a significant amount of debt or equity capital in the near future in order to repay our outstanding debt obligations owed to our convertible noteholders when they mature. On October [--] [----] the Company issued to certain institutional investors secured convertible notes in the aggregate principal amount of approximately $16.3 million for an aggregate purchase price of $15.0 million. As of March [--] [----] we owed our convertible debt holders approximately $7.8 million of principal which is currently due on July [--] [----]. The Company has"
X Link 2024-04-02T13:56Z 41.7K followers, [---] engagements
"@CloneShameless Hedging should just be on specialty alcohol at this point. Crush margin may actually have an outsized impact since Q2 shutdown is only at the wet mill which is over 50% of the specialty alcohol capacity and the company already stated the financial impact of that shutdown"
X Link 2024-04-02T16:21Z 43.6K followers, [---] engagements
"@bullsbayretail Doesn't it all line-up a little too well for it to be anything other than that All incumbent directors gone plus Katie May and the interim CEO gets a deal that gives him a nice little bonus if his position is terminated"
X Link 2024-04-09T17:25Z 43.7K followers, [---] engagements
"$PBI adjusted EBIT for SendTech and PreSort grew from $123M ($96/$27 million) to $141M ($101/$40 million) which is an $18M / 14.6% increase YOY. Earnings would have been $35M (at a minimum) higher without GEC but we all know there is still massive cost reductions in "unallocated corporate overhead" that would also come out with a GEC disposition. Can't wait for the next week and the near future with what will finally be a shareholder friendly board of directors"
X Link 2024-05-02T14:36Z 41.6K followers, [----] engagements
"$PBI is literally the most no-brainer addition by subtraction opportunity in the entire stock market. The main difference between this and a stock like $HBI is that $HBI is doing material subtraction by subtraction. When $HBI sells Champion - the P&L will look considerably worse even if the balance sheet improves. With $PBI balance sheet might not see immediate improvement but the P&L will have incredible improvement and I have no doubt that credit rating agencies would immediately upgrade $PBI debt. @DOMOCAPITAL A $500m+ EBIT (or adjusted EBIT) should trade at least at $2 billion market cap"
X Link 2024-05-02T14:41Z 43.7K followers, [----] engagements
"You're welcome to your own analysis. Maybe you're right but I see a consistent change in tone each and every quarter. This quarter $ALTO added verbiage that an update on selling the assets will be provided if and when appropriate. To me that is incremental language signaling that an asset sale is coming. You have every right to disagree with me - that's what makes a market. I sift through it like one would a Fed statement. And there are always debates over what the Fed's changes in language on their statement means. To me this is clearly an incremental nod to investors that they are gearing"
X Link 2024-05-07T13:04Z 41.6K followers, [----] engagements
"@FredLoifa @danny_s81 Probably $10 per share"
X Link 2024-05-10T04:03Z 41.6K followers, [---] engagements
"Did @TheRoaringKitty never sell $GME 🐐 https://t.co/xRkL0H5cOS https://t.co/xRkL0H5cOS"
X Link 2024-05-14T00:13Z 42.4K followers, 22.9K engagements
"The last time $GME did this several non-meme stocks also rocketed as some of these short-selling firms had to cover their shorts across multiple positions. $PBI more than doubled in days. Will be interesting to see what happens as Hestia/Kurt Wolf were not yet involved back then. About 8% of the $PBI float is short per S3"
X Link 2024-05-14T12:48Z 43.8K followers, 10.3K engagements
"@aka_Nowski So far the other stocks that have rallied on the back of the $GME move have all been meme stocks (i.e. $AMC)"
X Link 2024-05-14T12:50Z 42.4K followers, [---] engagements
"God help the $GME short-sellers if they don't exit prior to @TheRoaringKitty posting his current position in the stock 🤣"
X Link 2024-05-14T14:03Z 42.7K followers, 26.5K engagements
"It's so much more than that - the firms that are short $GME are also short the basket of all of the other stocks that are rocketing. If @elonmusk X's "GameStonk" again - the short-sellers are going to completely blow-up all over again. $GME SHORTS ARE DOWN ANOTHER -$1.36 BILLION IN MARK-TO-MARKET LOSSES TODAY - S3PARTNERS https://t.co/eZt7FqyR7D $GME SHORTS ARE DOWN ANOTHER -$1.36 BILLION IN MARK-TO-MARKET LOSSES TODAY - S3PARTNERS https://t.co/eZt7FqyR7D"
X Link 2024-05-14T16:05Z 42.7K followers, 16.1K engagements
"Never in my life have I seen what is going on with $GME right now One second sales at $22 and the next purchases at $30+. What"
X Link 2024-05-17T12:06Z 42.7K followers, 164.1K engagements
"To my knowledge @ryancohen has never sold a single share of his personal $GME holdings. That's the difference. @CEOAdam is personally profiting selling his own holdings of $AMC at the expense of household accounts. @DOMOCAPITAL Adam Aron is always ready to sell more shares to make sure he gets his bonus. Villain. Ryan Cohen issues more. Hero. @DOMOCAPITAL Adam Aron is always ready to sell more shares to make sure he gets his bonus. Villain. Ryan Cohen issues more. Hero"
X Link 2024-05-17T13:45Z 42.7K followers, 22.7K engagements
"HUGE $PBI news but before I go point for point - I wanted to call out how Kurt is literally replicating what he did at $GME. On March [--] [----] Kurt formed the "Strategic Planning and Capital Allocation Committee" and $GME jumped over 40% in a day - in the $PBI update - Kurt has formed the "Value Enhancement Committee" - More on all of this soon https://news.gamestop.com/news-releases/news-release-details/gamestop-provides-corporate-governance-update https://news.gamestop.com/news-releases/news-release-details/gamestop-provides-corporate-governance-update"
X Link 2024-05-22T13:02Z 42.7K followers, [----] engagements
"$PBI Balance Sheet Deleveraging: Fantastic The cost savings and cash optimization will be used to pay off very high interest debt How high In July of [----] $PBI took a $275M senior secured note from Oaktree for SOFR+6.9%. That's around 12% ($33M) annually in interest payments that the company can now save https://www.marketscreener.com/quote/stock/PITNEY-BOWES-INC-13938/news/Pitney-Bowes-Inc-announced-that-it-has-received-275-million-in-funding-44477181/"
X Link 2024-05-22T13:45Z 42.8K followers, [----] engagements
"@MiniNooby They don't even need to sell them at this point. Just close it up. Either way the thesis works and $PBI should be valued at multiples of today's price. If they end up selling it then it's even better"
X Link 2024-05-22T17:14Z 42.7K followers, [---] engagements
"@RealJohnReuter Why do you need a permanent CEO to come in and make a bunch of cuts Why not just pay an interim CEO $100k a year to do this (something Jason Dies clearly was not) and then bring a permanent CEO in afterwards Seems like they are looking out for shareholders as expected"
X Link 2024-05-24T12:30Z 42.8K followers, [--] engagements
"I see lots of comments on $PBI Interim CEO Lance. "Seems like he is on a short-leash" / "Why not just an immediate permanent CEO" etc. My response: It is very clear (even from the previous CFO Anna) that Jason dies was NOT making the necessary cuts). People have to remember that Lance was added to the board at the start of April. This means that he has already had nearly two months to figure out exactly what he was going to do the moment that he could become the Interim CEO (which coincided with Hestia taking control of the board). To bring in a permanent CEO would be completely"
X Link 2024-05-24T12:52Z 42.8K followers, [----] engagements
"I intend to ask questions during the $PBI Investor Conference Call on Wednesday. What are the biggest questions that you have for Lance Kurt and the new Board of Directors"
X Link 2024-05-24T13:50Z 42.8K followers, [----] engagements
"I hoped for more details on the $PBI call but they did provide enough information to back into some numbers. Lance stated the $60-$100M in additional cuts is 100% cuts (not cost savings). That means you can take the trailing EBITDA ex GEC of $391M and just add $60-$100M. That gets you over $1 per share in earnings for a stock that currently trades at only $5/share. The earnings call in August is going to light this stock on fire Would be curious what @DOMOCAPITAL and @violacapital think Would be curious what @DOMOCAPITAL and @violacapital think"
X Link 2024-05-29T12:45Z 42.8K followers, [----] engagements
"That's not even taking into account any additional cuts in corporate unallocated that may arise from cutting GEC or the savings on interest from paying down debt with 13%+ interest rates"
X Link 2024-05-29T12:46Z 42.8K followers, [----] engagements
"One thing was clear on the $PBI call - Lance is a man of action. He has no ties to anyone within the organization. He will clearly do whatever it takes to right the cost structure of the organization before passing on the torch to a permanent CEO. Can't wait until the August earnings call"
X Link 2024-05-29T13:30Z 42.8K followers, [----] engagements
"Lol. @TheRoaringKitty has no associates @CitronResearch. His $GME position has no "financial backers." For the record I don't think anything Kitty did was illegal. However I believe he and his associates overstate their importance in the market and overlook that the market dynamics and structure of $GME have changed since January [----]. Back then he bought the stock at $2 when For the record I don't think anything Kitty did was illegal. However I believe he and his associates overstate their importance in the market and overlook that the market dynamics and structure of $GME have changed since"
X Link 2024-06-04T10:59Z 43.3K followers, 27.4K engagements
"Yikes - love $GME but you have to be careful where you get information from. Anyone watching the early @TheRoaringKitty streams with RK and I would know that this information is meaningless without context. The source date on 13-F filings is from the end of March. It's meaningless now and RK's options were almost certainly purchased after March. BREAKING NEWS: According to the most recent $GME 13F filings all of the top call-option sellers COMBINED to not have enough shares to satisfy @TheRoaringKitty's [--] million shares currently in the money. https://t.co/OuUyfeShG3 BREAKING NEWS: According"
X Link 2024-06-05T17:38Z 43.4K followers, 83.7K engagements
"Lets be clear - @TheRoaringKitty NEVER made stuff up to try to pump $GME. Beware of the bad actors Yikes - love $GME but you have to be careful where you get information from. Anyone watching the early @TheRoaringKitty streams with RK and I would know that this information is meaningless without context. The source date on 13-F filings is from the end of March. It's Yikes - love $GME but you have to be careful where you get information from. Anyone watching the early @TheRoaringKitty streams with RK and I would know that this information is meaningless without context. The source date on 13-F"
X Link 2024-06-05T17:56Z 43.3K followers, 31.3K engagements
"But after you strategically didn't include the source date of the 13F filings in your screenshots did your post mention that the "most recent" data was as old as March Sure didn't - because your objective was to intentionally mislead - which is just wrong. @TheRoaringKitty never mislead people on $GME by alluding that data meant something he knew it definitely didn't actually mean. @DOMOCAPITAL Would you care to reply to my comment where I stated that I never said my post was live data and SPECIFICALLY said "as of the most recent 13f filings" @DOMOCAPITAL Would you care to reply to my comment"
X Link 2024-06-06T00:22Z 43.3K followers, [----] engagements
"But after you strategically didn't include the source date of the 13F filings in your screenshots did your post mention that the "most recent" data was as old as March Sure didn't - because your objective was to intentionally mislead - which is just wrong. @TheRoaringKitty never misled people on $GME by alluding that data meant something he knew it definitely didn't actually mean. @DOMOCAPITAL Would you care to reply to my comment where I stated that I never said my post was live data and SPECIFICALLY said "as of the most recent 13f filings" @DOMOCAPITAL Would you care to reply to my comment"
X Link 2024-06-06T00:28Z 43.3K followers, 20.8K engagements
"How pathetic - now the lawyers want to investigate @TheRoaringKitty and $GME 🙄: https://bgandg.com/GME/ https://bgandg.com/GME/"
X Link 2024-06-06T13:40Z 43.7K followers, 18.9K engagements
"There is no need to keep any eyes on this @zerohedge - @TheRoaringKitty will exercise his $GME options not sell them. Keep an eye for size sellers of the GME June [--] $20 call. There's really only one Keep an eye for size sellers of the GME June [--] $20 call. There's really only one"
X Link 2024-06-06T18:52Z 43.5K followers, 20.7K engagements
"On @CNBC - @CitronResearch 's Andrew Left just said he cannot discuss a probe into him and other short sellers for trying to manipulate $GME 👀"
X Link 2024-06-07T16:14Z 43.7K followers, 56.7K engagements
"Now that there should be no material non-public information - Would love to see @ryancohen make an open market $GME purchase following completion of ATM"
X Link 2024-06-07T18:13Z 43.7K followers, 18.6K engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Category Creators
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
- category: Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
Example response:
{
"data": [
{
"creator_id": "youtube::undefined",
"creator_name": "airshowfansh",
"creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 79600000,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing