#  @jessanleon Jesús Sánchez León Jesús Sánchez León posts on X about $aep, ceo, in the, acquisition the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1493635690348830725/interactions)  - [--] Week [---------] -12% - [--] Month [---------] +26,249% - [--] Months [---------] +6,463% - [--] Year [---------] +5,122% ### Mentions: [--] [#](/creator/twitter::1493635690348830725/posts_active)  - [--] Week [--] +173% - [--] Month [--] +212% - [--] Months [---] +110% - [--] Year [---] +61% ### Followers: [-----] [#](/creator/twitter::1493635690348830725/followers)  - [--] Week [-----] -0.28% - [--] Month [-----] +1.80% - [--] Months [-----] +17% - [--] Year [-----] +34% ### CreatorRank: [---------] [#](/creator/twitter::1493635690348830725/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [us election](/list/us-election) [exchanges](/list/exchanges) **Social topic influence** [$aep](/topic/$aep), [ceo](/topic/ceo), [in the](/topic/in-the), [acquisition](/topic/acquisition), [$gsi](/topic/$gsi), [$dbo](/topic/$dbo), [$ftg](/topic/$ftg), [to the](/topic/to-the), [$drx](/topic/$drx), [$soil](/topic/$soil) **Top assets mentioned** [American Electric Power Company Inc (AEP)](/topic/$aep) [DRX Token (DRX)](/topic/$drx) [Soil (SOIL)](/topic/$soil) [NVIDIA Corp. (NVDA)](/topic/$nvda) [DisChain (DIS)](/topic/$dis) [Stader (SD)](/topic/$sd) [Shoals Technologies Group, Inc. (SHLS)](/topic/$shls) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Now Coin (NOW)](/topic/$now) [Spotify Technology (SPOT)](/topic/$spot) [The GEO Group, Inc. (GEO)](/topic/$geo) ### Top Social Posts Top posts by engagements in the last [--] hours "Como cada mes os comparto la infografa de la composicin de la cartera de #CastaarIF. Durante el mes de agosto obtuvimos una rentabilidad del 3% para nuestros partcipes. Seguimos💪" [X Link](https://x.com/jessanleon/status/1963242325145973224) 2025-09-03T14:07Z [----] followers, [----] engagements "$AER AerCap CEO Aengus Kelly: "65% of aircraft production ends up in the leasing industry." https://globalmeet.webcasts.com/starthere.jspei=1557728&tp_key=47ffa239cc https://globalmeet.webcasts.com/starthere.jspei=1557728&tp_key=47ffa239cc" [X Link](https://x.com/jessanleon/status/1557723595207573504) 2022-08-11T13:40Z [----] followers, [--] engagements "For those who still think that European bans are hurting Russia Gazprom made a record [---] trillion roubles ($41.75 billion) in net profit in the first half of [----]. $GAZP https://www.reuters.com/business/energy/russias-gazprom-consider-paying-interim-dividends-2022-08-30/ https://www.reuters.com/business/energy/russias-gazprom-consider-paying-interim-dividends-2022-08-30/" [X Link](https://x.com/jessanleon/status/1565637333679996929) 2022-09-02T09:46Z [----] followers, [--] engagements "Personal consumption Expenditures Credit: @OpenSquareCap @HFI_Research" [X Link](https://x.com/jessanleon/status/1612519825430962200) 2023-01-09T18:41Z [----] followers, [---] engagements "@alfalcalde Pues estuve mirando y mirando y no encontr nada. Como no sea que la gente la haya confundido con ServiceNow Inc. (NYSE:NOW) que public ayer.🤷♂" [X Link](https://x.com/jessanleon/status/1651528378871160835) 2023-04-27T10:07Z [----] followers, [--] engagements "Gran movimiento de Disney $DIS: https://www.wsj.com/articles/espn-lays-plans-to-stream-flagship-channel-eyeing-cable-tvs-demise-ad0fb727 https://www.wsj.com/articles/espn-lays-plans-to-stream-flagship-channel-eyeing-cable-tvs-demise-ad0fb727" [X Link](https://x.com/jessanleon/status/1659188684661604357) 2023-05-18T13:26Z [----] followers, [---] engagements "Seems like $GOOG moat is stronger than many thought" [X Link](https://x.com/jessanleon/status/1659547205303169070) 2023-05-19T13:11Z [----] followers, [--] engagements "Disney $DIS investors when they visit a park:" [X Link](https://x.com/jessanleon/status/1660565332434509824) 2023-05-22T08:36Z [----] followers, [--] engagements "@NowVerticalTech's new CEO Sasha Grujicic starts its new role with strong share purchases in the open market.👏👏👏 $NOW #NFA" [X Link](https://x.com/jessanleon/status/1666823840163590146) 2023-06-08T15:05Z [----] followers, [--] engagements "$DND y $TDG dos grandes empresas con tal poder de fijacin de precios que sus clientes estn cautivos a su merced 🧵👇" [X Link](https://x.com/jessanleon/status/1672191000272355331) 2023-06-23T10:32Z [----] followers, [--] engagements "@onedutyfree What's the reason for the drop in share price since [----] Weren't they able to translate the inflation cost increases to the product prices" [X Link](https://x.com/jessanleon/status/1673374711718330394) 2023-06-26T16:57Z [----] followers, [--] engagements "La AI no es algo del futuro ni palabras manidas o castillos en el aire. Hay compaas que la llevan usando desde hace aos para resolver problemas especficos de empresas. $NOW estren ayer una serie de casos de estudio de sus soluciones a problemas reales de empresas" [X Link](https://x.com/jessanleon/status/1674794869167124482) 2023-06-30T14:59Z [----] followers, [--] engagements "Otro caso de cmo $NOW con sus soluciones de AI consigui reducir el churn rate del Industrial & Commercial Bank of China" [X Link](https://x.com/jessanleon/status/1679061045845848066) 2023-07-12T09:32Z [----] followers, [--] engagements "Importantsima la compra que anuncia hoy $AEP.V🏗🏠 Gana exposicin a wall panels entra en una nueva geografa y adquiere un gran negocio a muy buen precio y condiciones de financiacin. Con esta compra se convierte en la mayor empresa de truss de Canad" [X Link](https://x.com/jessanleon/status/1694360835274002866) 2023-08-23T14:47Z [----] followers, [---] engagements "The first step for Disney $DIS to reduce its debt and divest the channel networks: #NFA" [X Link](https://x.com/jessanleon/status/1702602321996247505) 2023-09-15T08:36Z [----] followers, [---] engagements "Taylor Swift no deja de sorprenderme. Y no slo por la artistaza que es sino por cmo est desmontando toda la industria. [--] contra las discogrficas re-grabando su discografa para retomar sus derechos de autor. Y ahora contra los estudios de cine (👇) Su nica derrota $SPOT" [X Link](https://x.com/jessanleon/status/1714187681708519716) 2023-10-17T07:52Z [----] followers, [---] engagements "Google $GOOG falling 6% in pre-market as "revenues in Google's Cloud unit didn't grow as fast as expected". Ok. #NFA" [X Link](https://x.com/jessanleon/status/1717111916953268339) 2023-10-25T09:32Z [----] followers, [---] engagements "Great results from Sandridge $SD 🛢: 📈EV=$349M 💰Cash = $232M (half of Market Cap.) 💵24.2M of FCF in Q3 (eEV/FCF [----] 3.8x) 🤑$1.6B of NOL 🛒Holding cash for M&A opportunities 🔙Dividend yield of 16% this year" [X Link](https://x.com/jessanleon/status/1721860659422367750) 2023-11-07T12:02Z [----] followers, [----] engagements "@mtneerski There's a 0.1$ quarterly and they paid $2 in special divided in Q3. $2+4*0.1=$2.4. $2.4/$15 = 16%. Obviously we bought at a cheaper price so our yield is way higher. Right now they have $232M in cash so either a big acquisition is made or another special div is coming😉" [X Link](https://x.com/jessanleon/status/1721932739748737332) 2023-11-07T16:48Z [----] followers, [--] engagements "@Arregius S que est pero no caben todos los logos de todas las compounders que llevo 😅 A esta lista habra que aadir $BLDR $NOW $PLRB $GDWN" [X Link](https://x.com/jessanleon/status/1722305402707079546) 2023-11-08T17:29Z [----] followers, [--] engagements "@Jordi751 Le ha venido muy bien de hecho" [X Link](https://x.com/jessanleon/status/1730301857468170495) 2023-11-30T19:04Z [----] followers, [--] engagements "$IPCO comienza fuerte su nuevo programa de recompras. I🖤🛢 #NFA" [X Link](https://x.com/jessanleon/status/1734855229965812042) 2023-12-13T08:38Z [----] followers, [--] engagements "No creo que haya una empresa de 🛢 con peor fama que Vermilion $VET. Por fin se disipan los miedos de windfall taxes y aun as los nmeros son increbles a tan slo $70 WTI ✅eFCF [----] = $700M ✅FCF yield (EV) [----] = 20% ✅50% FCF sh. return #NFA" [X Link](https://x.com/jessanleon/status/1734878217314455819) 2023-12-13T10:09Z [----] followers, [--] engagements "📊La volatilidad siempre acompaa al inversor en petrleo. Es parte de la tesis. Este ao tal y como muestra @ericnuttall no ha sido diferente. En #Castaar entendemos la volatilidad como una oportunidad para comprar a precios ms bajos" [X Link](https://x.com/jessanleon/status/1735242132783530217) 2023-12-14T10:15Z [----] followers, [--] engagements "Tras la anunciada futura bajada de tipos en y comienza el siguiente escenario: 1) Reinicio de las refinanciaciones de hipotecas ($DND) 2)venta vivienda antigua ($DND) 3) construccin de nueva vivienda ($BLDR $AEP $DND) Ya ha empezado" [X Link](https://x.com/jessanleon/status/1735626841287798877) 2023-12-15T11:44Z [----] followers, [---] engagements "@gabcasla @perryns69 Puede ser pero mi argumento va por capac. y declino comparando vs. Si el capex es la mitad que pre-COVID (verde arriba) nos espera un crecimiento menor y un declino mayor. Y ya se ve en la produccin actual de [----] y2022 Este 🧵hace un buen anlisis" [X Link](https://x.com/jessanleon/status/1737050770531406129) 2023-12-19T10:02Z [----] followers, [--] engagements "Warren Buffet lo tiene claro. Su mayor inversin este ao ha sido 🛢" [X Link](https://x.com/jessanleon/status/1738129265034428596) 2023-12-22T09:28Z [----] followers, [--] engagements "Blue Origin and Cerberus make bids for United Launch Alliance owned by Boeing Lockheed Martin $BA $LMT https://www.wsj.com/business/billionaires-compete-to-own-spacexs-rocket-rival-d5ab16d4 https://www.wsj.com/business/billionaires-compete-to-own-spacexs-rocket-rival-d5ab16d4" [X Link](https://x.com/jessanleon/status/1738171499528208748) 2023-12-22T12:15Z [----] followers, [---] engagements "Qu pasara si analizamos el comportamiento de las [--] magnficas en un periodo de [--] aos en vez de [--] Si incluimos el conjunto de [----] y [----] tan slo $NVDA supera holgadamente el 0%. Sorprende frente al 71% que han obtenido este mismo conjunto en 2023" [X Link](https://x.com/jessanleon/status/1743223140816245037) 2024-01-05T10:49Z [----] followers, [---] engagements "Record year for Airbus $AIR with outstanding A321 and A350 orders. These two birds are gonna give us a lot to talk about✈ #NFA" [X Link](https://x.com/jessanleon/status/1745758790727696772) 2024-01-12T10:45Z [----] followers, [---] engagements "En la ltima carta escriba cmo -aun a riesgo de perdernos el primer boom- en #Castaar invertimos slo en nanocaps (startups) que ya estn dando beneficios. Nos perderemos parte de la subida pero reducimos notablemente el riesgo. I got to chat about some of the criteria we look for and why inflection point investing can be very rewarding. Here's a great recent example $TMG.V $TMGEF I got to chat about some of the criteria we look for and why inflection point investing can be very rewarding. Here's a great recent example $TMG.V $TMGEF" [X Link](https://x.com/jessanleon/status/1746492469791879428) 2024-01-14T11:20Z [----] followers, [--] engagements "Y tal como anticipbamos Sandridge $SD acaba de anunciar hoy un dividendo especial de $1.5 y un aumento del dividendo del 10%. Considerado que la accin est a $13.5 slo el dividendo especial supone un 11% de rentabilidad🚀 https://s21.q4cdn.com/174552385/files/doc_news/2024/January/16/SandRidge-Press-Release-1-16-24_vF.pdf @mtneerski There's a 0.1$ quarterly and they paid $2 in special divided in Q3. $2+4*0.1=$2.4. $2.4/$15 = 16%. Obviously we bought at a cheaper price so our yield is way higher. Right now they have $232M in cash so either a big acquisition is made or another special div is" [X Link](https://x.com/jessanleon/status/1747308375988109704) 2024-01-16T17:22Z [----] followers, [----] engagements "NowVertical $NOW new CEO share position disclosed. $277300 = [------] shares at $0.47 (on Jan 12th) NowVertical Appoints Sandeep Mendiratta as CEO gearing up for global expansion. Read More: https://t.co/fNTx2y3YJj $NOW.V #AI #DataAnalytics https://t.co/4caOxlrv85 NowVertical Appoints Sandeep Mendiratta as CEO gearing up for global expansion. Read More: https://t.co/fNTx2y3YJj $NOW.V #AI #DataAnalytics https://t.co/4caOxlrv85" [X Link](https://x.com/jessanleon/status/1750121684001067487) 2024-01-24T11:41Z [----] followers, [----] engagements "💥En estas ltimas semanas [--] de nuestras empresas en cartera consiguieron su primer 2x bagger duplicando la inversin inicial 🚀 Felicidades a Propel $PRL y a ASML $ASML 🎉🎉🎉#Castaar #NFA" [X Link](https://x.com/jessanleon/status/1750857725062381579) 2024-01-26T12:26Z [----] followers, [--] engagements "Toyota President: 🔌How can EVs be the future when a billion people on Earth have no electricity 🌫EVs aren't the silver bulletagainst the supposed ills of carbon emissions 🪫Mistrust of lithium-ion batteries ⚡Against governments pushing for 100% EVs" [X Link](https://x.com/jessanleon/status/1751193217712726442) 2024-01-27T10:39Z [----] followers, [---] engagements "Pinterest $PINS has always been the Social Media app's underdog. 📲👥💡 It's the only platform that doesn't have to attract buyers and they actually go there looking for shopping content and creative ideas. Also it's been a great investment60% #NFA" [X Link](https://x.com/jessanleon/status/1752268176593711119) 2024-01-30T09:51Z [----] followers, [---] engagements "Muy contento de poder seguir otro ao ms aportando mi granito de arena a la Educacin Financiera de Espaa de la mano de @MomentumFinanc3 🗞Newsletter GRATUITA para todos los pblicos donde encontraris tesis de inversin anlisis de sectores.👇👇" [X Link](https://x.com/jessanleon/status/1757703387955568823) 2024-02-14T09:48Z [----] followers, [--] engagements "@Marcom3331 Pluribus es slo una de las +30 empresas en cartera y un error de inversin reconocido mltiples veces. Un alto coste de la deuda+retraso en las ventas+management lento en reaccionar ha hecho que est al punto de la bancarrota. De ah que a 31/12/2023 slo pesara un 0.5%" [X Link](https://x.com/jessanleon/status/1763182765841809569) 2024-02-29T12:41Z [----] followers, [--] engagements "@pijoushares Unos resultados muy malos pero creo que la han penalizado en exceso. Ahora mismo es una empresa de $370M en M. Cap. que tiene en sus almacenes $328M en motores aeronaves y equipamiento de los cuales $200M ya estn listos para la venta" [X Link](https://x.com/jessanleon/status/1766164499629822007) 2024-03-08T18:10Z [----] followers, [--] engagements "⚠It's very dangerous to normalize earnings at the peak of the cycle as it is to do it at the bottom of it. As @Invesquotes has tirelessly explained this is one of the mistakes retail investors are making with $NVDA. Below is the evolution of the LTM PE" [X Link](https://x.com/jessanleon/status/1766431987005612536) 2024-03-09T11:52Z [----] followers, [----] engagements "After reaching "bubble" levels of P/E 240x its P/E is now at a more reasonable level of 70x (its EPS grew 7-fold last year). Below are both metrics together and we can see clearly how the P/E ratio decreased as the cycle reversed:" [X Link](https://x.com/jessanleon/status/1766431990402736343) 2024-03-09T11:52Z [----] followers, [---] engagements "One easy way we have of dampening this effect is by looking forward and taking NTM EPS. In this case $NVDA P/E ratio is only 36x Although I'd argue that extrapolating by only [--] months might even not be enough:" [X Link](https://x.com/jessanleon/status/1766431993208730083) 2024-03-09T11:53Z [----] followers, [---] engagements "It's also very interesting how this discordance didn't happened with $ASML for instance:" [X Link](https://x.com/jessanleon/status/1766435677355344130) 2024-03-09T12:07Z [----] followers, [---] engagements "Algo que me encant del evento de ayer fue la cantidad de tiempo que hubo para charlar y hablar sobre empresas con otros gestores e inversores" [X Link](https://x.com/jessanleon/status/1769314695855456549) 2024-03-17T10:47Z [----] followers, [--] engagements "📣Te cuento ms sobre mi participacin en el #GranEventoVIFM del pasado sbado. Como ya he adelantado present mi tesis sobre @atlasepmedia $AEP una #microcap canadiense del sector de la #construccin. 🧵Dentro hilo:" [X Link](https://x.com/jessanleon/status/1770746410578665676) 2024-03-21T09:36Z [----] followers, [--] engagements "📋Durante el evento tambin pude disfrutar de las interesantsimas tesis presentadas por el resto de ponentes. Un lujo compartir cartel con vosotros 🎙@foso_defensivo Csar @pedroleongarci2 Toms @dougcan @gabcasla Alex @HolyFinance Emanuel Alejandro @The_Godas" [X Link](https://x.com/jessanleon/status/1770746419906818143) 2024-03-21T09:37Z [----] followers, [--] engagements "🤝🏻Con lleno absoluto y una localizacin inmejorable en Talent Garden Madrid no faltaron los momentos para pasar tiempo de #networking en familia durante los coffee breaks. Por cierto el catering delicioso" [X Link](https://x.com/jessanleon/status/1770746424256258359) 2024-03-21T09:37Z [----] followers, [--] engagements "Os recuerdo que este mircoles estar en Value School hablando de 🛢 Apuntaros" [X Link](https://x.com/jessanleon/status/1774773154172293136) 2024-04-01T12:17Z [----] followers, [--] engagements "El pasado mircoles estuve en @Value_school hablando de por qu es el momento de invertir en #petrleo. 🧵Te cuento mi experiencia en este hilo:" [X Link](https://x.com/jessanleon/status/1776191925395079433) 2024-04-05T10:15Z [----] followers, [--] engagements "📈Debido a su gran potencial de rentabilidad/riesgo el petrleo debera formar parte de todas las carteras. Durante la charla comentamos qu tener en cuenta para #invertir con xito en petrleo y las razones por las que nos encontramos en el mejor momento para hacerlo" [X Link](https://x.com/jessanleon/status/1776191930512048329) 2024-04-05T10:15Z [----] followers, [--] engagements "🌿Fue una grata sorpresa encontrar la sala a rebosar de interesados en este tema. Gracias a todos los asistentes por desplazarse en persona hasta #ValueSchool tras su jornada laboral" [X Link](https://x.com/jessanleon/status/1776191935260086441) 2024-04-05T10:15Z [----] followers, [--] engagements "$AEP #NFA Omg we talking trusses and panels You aren't bullish enough. LFG $aep.v Omg we talking trusses and panels You aren't bullish enough. LFG $aep.v" [X Link](https://x.com/jessanleon/status/1776551684187009117) 2024-04-06T10:05Z [----] followers, [---] engagements "Desde nuestro "gafas" de europeos es difcil de entender pero os imaginis construir un edificio de [--] plantas de madera sta es una de las muchas leyes que se estn cambiando en para solventar la crisis inmobiliaria. $AEP #NFA Ontario Expanding Mass Timber Construction Up to [--] Storeys Mass timber expansion will help build more homes and support Ontarios forestry sector https://t.co/CfcsVRcRV2 Ontario Expanding Mass Timber Construction Up to [--] Storeys Mass timber expansion will help build more homes and support Ontarios forestry sector https://t.co/CfcsVRcRV2" [X Link](https://x.com/jessanleon/status/1777639916043751720) 2024-04-09T10:09Z [----] followers, [---] engagements "📊Hoy me gustara compartir con vosotros de una manera muy sencilla y resumida nuestra #tesis de inversin de SandRidge Energy $SD una empresa de O&G estadounidense: #NFA" [X Link](https://x.com/jessanleon/status/1783410895193878660) 2024-04-25T08:21Z [----] followers, [--] engagements "📞Jess dime una empresa para invertir en #petrleo que quiero invertir en O&G. Esta pregunta es muy comn y tiene difcil respuesta. La industria del O&G es muy voltil. Es importante hacer una gestin activa de la cartera y ser flexible. 🧵Factores a tener en cuenta:" [X Link](https://x.com/jessanleon/status/1788496512114200630) 2024-05-09T09:09Z [----] followers, [--] engagements "🌍Lo primero que debemos decidir es en qu geografa invertir. En mi caso hay jurisdicciones que no me gustan (Europa) y hay empresas que tienen sus prospecciones en pases de alto riesgo. Todo esto deber tenerse en cuenta en el margen de seguridad" [X Link](https://x.com/jessanleon/status/1788496515947786508) 2024-05-09T09:09Z [----] followers, [--] engagements "📊De cara a la valoracin yo siempre recomiendo mirar el EV/FCF a uno o dos aos. En O&G el Net Income es muy engaoso por lo que hay que mirar siempre el FCF. Adems dados los altos niveles de deuda que suelen tener estas compaas es mejor mirar el EV que el Market Cap" [X Link](https://x.com/jessanleon/status/1788496518183330276) 2024-05-09T09:09Z [----] followers, [--] engagements "🔬Por otro lado hay que mirar muy bien qu ocurre con el CF. Cunto se invierte Cunto se retorna al accionista en recompras/dividendos Se estn reduciendo el nmero de acciones" [X Link](https://x.com/jessanleon/status/1788496520314015917) 2024-05-09T09:09Z [----] followers, [--] engagements "💼Una vez tenemos nuestra short list debemos hacer una gestin muy activa de la cartera. En O&G hay eventos casi a diario que hacen que tengamos que ser muy flexibles en la asignacin de pesos. Gestin activa gestin activa gestin activa" [X Link](https://x.com/jessanleon/status/1788496522729984217) 2024-05-09T09:09Z [----] followers, [--] engagements "📈Por ltimo hay algunas empresas que dan unos dividendos substanciosos (15%) que intentamos aprovechar al mximo aumentando la posicin en esos das (ej: SD PBR EC)" [X Link](https://x.com/jessanleon/status/1788496528895553939) 2024-05-09T09:09Z [----] followers, [--] engagements "Nota: Ninguna de las empresas aqu comentadas supone una recomendacin de inversin y son mencionadas a modo ilustrativo" [X Link](https://x.com/jessanleon/status/1788496532003581968) 2024-05-09T09:09Z [----] followers, [--] engagements "$AEP #NFA If only there were Canadian companies working towards this goal. If only there were Canadian companies working towards this goal" [X Link](https://x.com/jessanleon/status/1792206908126105859) 2024-05-19T14:53Z [----] followers, [---] engagements "Desde es difcil de entender este tipo de construccin residencial pero en Norteamrica es lo estndar. Increble este vdeo desde un dron de $AEP #NFA" [X Link](https://x.com/jessanleon/status/1792951399807955303) 2024-05-21T16:11Z [----] followers, [--] engagements "Los mercados financieros son el elemento ms democratizador que existe. 🌍Estn abiertos a todo el mundo. 💰No hay inversin mnima. 🤝🏻No importa tu estatus social raza ni gnero" [X Link](https://x.com/jessanleon/status/1793570677473095955) 2024-05-23T09:12Z [----] followers, [--] engagements "Por ello creamos #CastaarIF para fomentar el ahorro abrir la #inversin profesional a todo el mundo y guiarte en el camino hacia la independencia financiera" [X Link](https://x.com/jessanleon/status/1793570682108039298) 2024-05-23T09:12Z [----] followers, [--] engagements "💥Castaar IF se posiciona en el Top [--] de fondos de Espaa con una rentabilidad en lo que llevamos de ao del 12.4%.🔝 Seguimos 💪 Muchas gracias @ValueBilbao por la labor de seguimiento que est haciendo" [X Link](https://x.com/jessanleon/status/1793968659184169122) 2024-05-24T11:33Z [----] followers, [--] engagements "$AEP vende a EEUU por primera vez desde hace aos. Esto junto con la nueva fbrica que va a construir en Clinton ON ofrece mucho futuro por delante (MI NY OH PA.) Nota: Clinton --Detroit MI (2h30m) Clinton --Buffalo NY (3h) #NFA Atlas Engineered Products $AEP.V $APEUF Announces Cross Border Partnership with Westhaven Builders. Westhaven Builders a general contractor in the USA has established itself as an industry leader currently managing over $146 million in projects. https://t.co/Y0960m6i0M Atlas Engineered Products $AEP.V $APEUF Announces Cross Border Partnership with Westhaven Builders." [X Link](https://x.com/jessanleon/status/1793971032640082053) 2024-05-24T11:43Z [----] followers, [----] engagements "🔝Excelente el anlisis que hace @EFernandezVidal de la evolucin de la industria de streaming📺" [X Link](https://x.com/jessanleon/status/1795033303981953211) 2024-05-27T10:04Z [----] followers, [--] engagements "@Value_school acaba de sacar en formato Podcast la charla que di explicando por qu el petrleo debera formar parte de todas las carteras. Acordaos que tambin est en YouTube donde podris seguir la charla y la gran cantidad de grficas que utilic en la presentacin" [X Link](https://x.com/jessanleon/status/1795745055095030023) 2024-05-29T09:12Z [----] followers, [--] engagements "Great results of $BRM (again): 📊M. Cap: $31M (10x TTM NI) 📈89% Rev growth YoY 🛒Order backlog $52M 🏷$6M New orders for the quarter BIOREM $BRM.V Announces Q1 Results and Continued Growth in Order Backlog. https://t.co/cRFP2zXiQM https://t.co/kNBKCkztY6 BIOREM $BRM.V Announces Q1 Results and Continued Growth in Order Backlog. https://t.co/cRFP2zXiQM https://t.co/kNBKCkztY6" [X Link](https://x.com/jessanleon/status/1795748229491122307) 2024-05-29T09:25Z [----] followers, [---] engagements "Como todos los aos nuestros amigos de @Value_school acaban de lanzar su curso de verano de este ao:🧑🏫🏖 ➡No os perdis este curso Yo dar una sesin sobre gestin de carteras pero el cartel es 🔝 Y por la noche cenita 🍤🍻todos juntos en la UFM👇" [X Link](https://x.com/jessanleon/status/1796094150493831208) 2024-05-30T08:19Z [----] followers, [--] engagements "🏅Saln de la Fama de Castaar IF🏅 Hoy comparto con vosotros el listado de empresas de nuestra cartera que ya pertenecen al club de las multi-baggers: Propel $PRL ASML $ASML Valeura $VLE Google $GOOG y ADF Group $DRX. 🙌🏻Enhorabuena a los partcipes" [X Link](https://x.com/jessanleon/status/1796101696533176672) 2024-05-30T08:49Z [----] followers, [--] engagements "To this great summary of Unai I'd add that we haven't seen yet LCF operating in peak season. This will be their first summer as part as $AEP $AEP.V recently reported its Q1 [----] results. Despite a challenging quarter it's essential not to judge AEP solely on short-term performance. Excluding Alberta where AEP doesn't operate there's a notable drop in housing starts especially in Ontario AEP's main market. https://t.co/7nybGc24SU $AEP.V recently reported its Q1 [----] results. Despite a challenging quarter it's essential not to judge AEP solely on short-term performance. Excluding Alberta where" [X Link](https://x.com/jessanleon/status/1797549854941679827) 2024-06-03T08:44Z [----] followers, [----] engagements "Duermes tranquilo cuando ests en manos de expertos y tienes cubierto el 50% de tu produccin a $80.3 WTI y $85.5 Brent hasta final de ao. $IPCO #NFA" [X Link](https://x.com/jessanleon/status/1798272181455192285) 2024-06-05T08:34Z [----] followers, [--] engagements "@alvarogomezolea Cuando se retir Mike le dije que debera crear un broker de O&G jajaja" [X Link](https://x.com/jessanleon/status/1798277473698013210) 2024-06-05T08:55Z [----] followers, [--] engagements "Great news for all our construction infrastructure financial and O&G companies 🏗🧱👷🏠🛢 Especially does that manufacture in C$ and sell in US$ (O&G🛢) $AEP $DRX $PRL $BTE $TVE $SCR $PD. #NFA" [X Link](https://x.com/jessanleon/status/1798366052306522323) 2024-06-05T14:47Z [----] followers, [--] engagements "S lo has ledo bien. $4700 millones para construir casas slo en la provincia de Ontario Esto unido a los primeros recortes de tipos de inters en Canad ayer son buensimas noticias para $AEP que sigue con sus planes de expansin y robtica. $AEP #NFA Governments sign $4.7 Billion deal to boost housing construction in Ontario. After months of squabbling Canadas three levels of government have come together to finalize $4.7 billion in funding from Ottawa to boost housing construction in Ontario. https://t.co/cS5oX0dfmI Governments sign $4.7 Billion deal to boost housing construction in Ontario." [X Link](https://x.com/jessanleon/status/1798744083441254495) 2024-06-06T15:49Z [----] followers, [----] engagements "$AEP https://www.linkedin.com/posts/andrewharris33_our-process-is-everything-we-excel-at-uncovering-activity-7204871830648623106-v4Juutm_source=share&utm_medium=member_desktop https://www.linkedin.com/posts/andrewharris33_our-process-is-everything-we-excel-at-uncovering-activity-7204871830648623106-v4Juutm_source=share&utm_medium=member_desktop" [X Link](https://x.com/jessanleon/status/1800090669286875548) 2024-06-10T09:00Z [----] followers, [---] engagements "Obviously I don't like it when management says something and does the opposite UNLESS they explain it clearly and justify the change in opinion. Let's dive into yesterday's $AEP financing: 🧵 https://www.atlasengineeredproducts.com/news/atlas-engineered-products-ltd-announces-4-million-bought-deal-and-8-million-concurrent-private-placement-offering https://www.atlasengineeredproducts.com/news/atlas-engineered-products-ltd-announces-4-million-bought-deal-and-8-million-concurrent-private-placement-offering" [X Link](https://x.com/jessanleon/status/1803022567894102502) 2024-06-18T11:10Z [----] followers, [----] engagements "Seems like there's a lot of appetite for $AEP shares and Clarus Comark and Echelon got jealous of Beacon and also want some: https://www.atlasengineeredproducts.com/news/atlas-engineered-products-ltd-announces-upsizing-of-private-placement-offering-to-9-5-million Obviously I don't like it when management says something and does the opposite UNLESS they explain it clearly and justify the change in opinion. Let's dive into yesterday's $AEP financing: 🧵 https://t.co/cBmLhzw5zc" [X Link](https://x.com/jessanleon/status/1803054930464251973) 2024-06-18T13:19Z [----] followers, [----] engagements "Muy oportuno 😂😂😂 $NVDA" [X Link](https://x.com/jessanleon/status/1803363828379361650) 2024-06-19T09:46Z [----] followers, [---] engagements "Commodities as a hedge against inflation: h/t: @albertrjf" [X Link](https://x.com/jessanleon/status/1805239678431305744) 2024-06-24T14:00Z [----] followers, [----] engagements "@AbrilQuim Estoy de acuerdo aunque no s cmo eso va a resolver el problema de iliquidez" [X Link](https://x.com/jessanleon/status/1806251027772887330) 2024-06-27T08:59Z [----] followers, [--] engagements "Field trip to Vancouver watching all the tankers waiting outside Westridge Marine Terminal the end point of the TransMountain pipeline (TMX)" [X Link](https://x.com/jessanleon/status/1817364218137518444) 2024-07-28T00:59Z [----] followers, [---] engagements "Another. Volvo Cars abandons [----] EV-only target https://www.reuters.com/business/autos-transportation/volvo-cars-scales-back-electric-vehicle-ambition-2024-09-04/ https://www.reuters.com/business/autos-transportation/volvo-cars-scales-back-electric-vehicle-ambition-2024-09-04/" [X Link](https://x.com/jessanleon/status/1831773225535332705) 2024-09-05T19:15Z [----] followers, [---] engagements "Atlas $AEP continues expanding with a new acquisition: ➡0.35x P/S ➡4x P/E ➡3.3x P/Adj. EBITDA It's a pity we couldn't buy the land too. It makes these metrics tricky. Atlas Engineered Products $AEP.V $APEUF Announces Due Diligence Completion for Future Acquisition in Western Canada. https://t.co/ZjWnWqokmm Atlas Engineered Products $AEP.V $APEUF Announces Due Diligence Completion for Future Acquisition in Western Canada. https://t.co/ZjWnWqokmm" [X Link](https://x.com/jessanleon/status/1835646877678575866) 2024-09-16T11:48Z [----] followers, [----] engagements "@compoundpapi Automatization. What's $AEP doing" [X Link](https://x.com/jessanleon/status/1835782327672225949) 2024-09-16T20:46Z [----] followers, [---] engagements "@Value_school acaba de publicar mi tesis de inversin en @atlasepmedia $AEP 🏗 Small-cap compounder dirigida por su fundador (11% own.) ciclo a su favor catalizadores que ya se estn materializando creciendo en ventas al [--] % y expandiendo mrgenes" [X Link](https://x.com/jessanleon/status/1836762185961296171) 2024-09-19T13:40Z [----] followers, [--] engagements "Another $55M contract for this $330M micro-cap company. Total backlog +$400M $DRX 🏗🚧 https://ceo.ca/@newswire/adf-group-announces-the-signing-of-a-series-of-new https://ceo.ca/@newswire/adf-group-announces-the-signing-of-a-series-of-new" [X Link](https://x.com/jessanleon/status/1838624696558063963) 2024-09-24T17:01Z [----] followers, [---] engagements "🎙Ayer estuve con @Alma_Navarro en @negocios_tv hablando sobre la situacin en Oriente Medio🛢 el impacto de los recortes de tipos y dnde vemos oportunidades de inversin en #Castaar: 🏗👷💱💵🏦" [X Link](https://x.com/jessanleon/status/1843942862754591114) 2024-10-09T09:13Z [----] followers, [--] engagements "@Alma_Navarro @negocios_tv Compaas mencionadas: $BLDR $AEP $VTY $DE $DRX $TMG $BRM $SOFI $PRL Ninguna de estas empresas supone una recomendacin de inversin y se nombran de manera ilustrativa" [X Link](https://x.com/jessanleon/status/1843962537563521406) 2024-10-09T10:31Z [----] followers, [--] engagements "$100k de compra de acciones del CEO de $TMG Thermal Energy internationals $TMG.V $TMGEF CEO William Crossland with some significant buys. [------] Shares @ $0.20 per share. https://t.co/wxkx8511tS Thermal Energy internationals $TMG.V $TMGEF CEO William Crossland with some significant buys. [------] Shares @ $0.20 per share. https://t.co/wxkx8511tS" [X Link](https://x.com/jessanleon/status/1854473872604590408) 2024-11-07T10:40Z [----] followers, [----] engagements "@InversorInforma $STC es un turn-around pero IMHO creo que est muy avanzado y el riesgo es muy bajo. Est en Other Bets. Ahora mismo es un negocio que: - 80% ARR - 80% Gross Margin - 5x EV/EBITDA [----] - Debt/EBITDA target 15x (end 2025) - Cash $16M - FY25 will have 70% reduction in costs" [X Link](https://x.com/jessanleon/status/1855986057805701532) 2024-11-11T14:48Z [----] followers, [---] engagements "@InversorInforma Desde mi punto de vista $STC es como $VET una empresa que no gusta al mercado. Pero si te aislas del ruido los nmeros estn ah Y adems en el caso de STC han cambiado a la directiva" [X Link](https://x.com/jessanleon/status/1855987711766626381) 2024-11-11T14:55Z [----] followers, [---] engagements "First Building Permits then construction. $AEP Canada Building permits September [----]. The total value of building permits in Canada increased 11.5% reaching the second-highest level since the start of the new series in January [----]. Ontario's construction intentions grew 25.0% in September [----] leading gains in both the https://t.co/PySBUG6bzE Canada Building permits September [----]. The total value of building permits in Canada increased 11.5% reaching the second-highest level since the start of the new series in January [----]. Ontario's construction intentions grew 25.0% in September 2024" [X Link](https://x.com/jessanleon/status/1856413371723030974) 2024-11-12T19:06Z [----] followers, [----] engagements "@TTotalOne All the funds and institutions that invest in this MSCI index will be forced to buy Propel" [X Link](https://x.com/jessanleon/status/1856786721611845918) 2024-11-13T19:50Z [----] followers, [--] engagements "Lexington One has installed Gatekeepers Student Protector stop arm cameras on [---] buses in the fleet marking one of Gatekeeper's largest single deployments of Student Protector stop arm cameras to date. $GSI #Castaar #DYODD Gatekeeper completes contract with Lexington County School District One featuring a landmark deployment of Student Protector stop arm cameras https://t.co/VfR6jrCZPk $GSI.V $GKPR https://t.co/ctGeJ0b7jv Gatekeeper completes contract with Lexington County School District One featuring a landmark deployment of Student Protector stop arm cameras https://t.co/VfR6jrCZPk $GSI.V" [X Link](https://x.com/jessanleon/status/1859917218311786664) 2024-11-22T11:09Z [----] followers, [---] engagements "Ayer volv al "plat" de @negocios_tv para discutir con @Alma_Navarro la situacin actual de la economa. - The PCE index rose to 2.3% YoY. - Core inflation showed even stronger readings with an increase of 0.3% on a monthly basis. Spending rose 0.4% on the month as forecast while personal income jumped 0.6% well above the 0.3% estimate. - Eurozone inflation ticked up to 2.3% YoY as expected. Core (ex-energy food) was flat for [--] months at 2.7%. - Canada's GDP grew 1% in Q3 yoy below analysts expectations - Germany and France at the world bottom of the Manuf. PMI and Spain in top [--] "El rally de" [X Link](https://x.com/jessanleon/status/1863890050880028982) 2024-12-03T10:16Z [----] followers, [---] engagements "Now imagine that US production stops growing. 1/n Oil production from Argentina Canada Brazil and Guyana has risen since April [----] at an average rate of 0.5🛢/d per year Including the US Oil Production has risen 1.2m🛢/d per year ➡ US has provided almost 60% https://t.co/NtWbpLqeuT https://t.co/okVazrdJPH 1/n Oil production from Argentina Canada Brazil and Guyana has risen since April [----] at an average rate of 0.5🛢/d per year Including the US Oil Production has risen 1.2m🛢/d per year ➡ US has provided almost 60% https://t.co/NtWbpLqeuT https://t.co/okVazrdJPH" [X Link](https://x.com/jessanleon/status/1867539072543338716) 2024-12-13T11:56Z [----] followers, [---] engagements "@Amaensanchaalma Trump can say/tweet whatever he wants the CEO's of ALL🛢 companies have already said that (at this prices) they are not gonna even put the capex required to replenish this year's depletion. Why would they want to increase production so that the prices go even lower" [X Link](https://x.com/jessanleon/status/1867543974677733590) 2024-12-13T12:15Z [----] followers, [--] engagements "How the narrative changes Politicians (i.e. Trump) can say one thing but companies do the opposite: 2019: Norways sovereign wealth fund divests from oil and gas 2024: 👇 https://www.offshore-technology.com/features/norways-sovereign-wealth-fund-divests-from-oil-and-gas/ Norway oil and gas industry eyes record investment in [----] https://t.co/pAuNKSg8Rn https://www.offshore-technology.com/features/norways-sovereign-wealth-fund-divests-from-oil-and-gas/ Norway oil and gas industry eyes record investment in [----] https://t.co/pAuNKSg8Rn" [X Link](https://x.com/jessanleon/status/1869694727186178094) 2024-12-19T10:42Z [----] followers, [---] engagements "En estos das estamos viendo como las tensiones se acumulan en el Este de Europa (Estonia Eslovaquia.) debido a dependencia energtica histrica del gas ultra-barato Ruso. Europa disfrutaba de una ventaja competitiva muy importante pero hemos decidido dispararnos en el pie International Natural Gas prices Post-2020 North America has gained an energy cost advantage over the rest of the world The loss of Russian gas via pipeline has caused structural damage to the competitiveness of the rest of economies w/o local sourcing https://t.co/3VzPEcfdBr https://t.co/jdw9aMPSVX International Natural Gas" [X Link](https://x.com/jessanleon/status/1875202747299172679) 2025-01-03T15:29Z [----] followers, [---] engagements "Uno de los problemas de invertir en pequeas joyas es que tarde o temprano alguien te las quita. Aunque es una ganancia rpida (el precio de compra es un 56% sobre la ltima cotizacin) creo que $CTS vala bastante ms. Converge has announced it has entered into a definitive agreement to be acquired by H.I.G. Capital. Through this transaction Converge will join with Mainline. The goal of this acquisition is to invest in our people our tech & future growth of the org. https://t.co/PzDEHiRAyH https://t.co/dSwMfA85rO Converge has announced it has entered into a definitive agreement to be acquired by" [X Link](https://x.com/jessanleon/status/1887854488280519109) 2025-02-07T13:22Z [----] followers, [----] engagements "$GEO A compounding machine: "We've never been more bullish" "We are reinvesting all the OCF in new rigs" @Geodrill_GH https://www.geodrill.ltd/wp-content/uploads/2025/03/geo20250303.pdf https://www.geodrill.ltd/wp-content/uploads/2025/03/geo20250303.pdf" [X Link](https://x.com/jessanleon/status/1896589834338377867) 2025-03-03T15:53Z [----] followers, [---] engagements "Warren Buffett calls Trumps tariffs a tax on goods says the tooth fairy doesnt pay em https://www.cnbc.com/2025/03/02/warren-buffett-calls-trumps-tariffs-a-tax-on-goods-says-the-tooth-fairy-doesnt-pay-em.html https://www.cnbc.com/2025/03/02/warren-buffett-calls-trumps-tariffs-a-tax-on-goods-says-the-tooth-fairy-doesnt-pay-em.html" [X Link](https://x.com/jessanleon/status/1896624606674633023) 2025-03-03T18:11Z [----] followers, [----] engagements "Prof. Arthur Dong graciously invited me yesterday as a guest speaker for his MBA course on #ValueInvestingwhich he teaches at Georgetown University McDonough School of Business @msbgu. I can't describe the feeling of being back in that room after so many years and sharing one of my dearest passions with all the students. Thank you Professor for this opportunity" [X Link](https://x.com/jessanleon/status/1900602042789335533) 2025-03-14T17:36Z [----] followers, [---] engagements "Housing will be a key discussion point in the upcoming Canadian election $AEP Mark Carney says prefabricated and modular housing is the future and announces a $25 billion plan to "scale the industry up massively." https://t.co/WfIgET2sKX Mark Carney says prefabricated and modular housing is the future and announces a $25 billion plan to "scale the industry up massively." https://t.co/WfIgET2sKX" [X Link](https://x.com/jessanleon/status/1909933290351362515) 2025-04-09T11:35Z [----] followers, [---] engagements "$DRX ADF Group repurchasing as much as the market volume allows them:🏗💸 Posicin 🔝1 de Castaar Nota: No es una recomendacin de inversin haz tu propia DD" [X Link](https://x.com/jessanleon/status/1920051139841532196) 2025-05-07T09:40Z [----] followers, [----] engagements "Interesting research on $MCB business👇 Long $MCB.TO oilfield automation and services $90mm CAD market cap. This is a [---] year old company thats been providing oilfield equipment for over [--] years. The current CEO has been with the company since [----]. Profitable growing trading at 9x TTM earnings backing out https://t.co/INLwEiRviN Long $MCB.TO oilfield automation and services $90mm CAD market cap. This is a [---] year old company thats been providing oilfield equipment for over [--] years. The current CEO has been with the company since [----]. Profitable growing trading at 9x TTM earnings backing" [X Link](https://x.com/jessanleon/status/1921858898333417589) 2025-05-12T09:24Z [----] followers, [---] engagements "Outstanding results of $GEO @Geodrill_GH position Top [--] of Castaar IF. Strong demand generating abundant CF and reinvesting everything in their business at 20% ROCE" [X Link](https://x.com/jessanleon/status/1921949875144458452) 2025-05-12T15:25Z [----] followers, [---] engagements "$TVE was a Top Pick of @ericnuttall on @marketcall yesterday 🔝 https://www.bnnbloomberg.ca/video/shows/market-call/2025/05/20/eric-nuttalls-top-picks-expand-energy-nuvista-tamarack-valley/ $TVE @TamarackLtd Q1 Results: 💵FFF per share grew 100% YoY (20% FCF yield) 🛒Bought back 2.4% of common shares Guidance unchanged 📉Production expense 23% YoY improvement 💲Paid C$216M in debt 🛢💰Netback C$45/bbl https://t.co/sB6JXy2NVj https://www.bnnbloomberg.ca/video/shows/market-call/2025/05/20/eric-nuttalls-top-picks-expand-energy-nuvista-tamarack-valley/ $TVE @TamarackLtd Q1 Results: 💵FFF per" [X Link](https://x.com/jessanleon/status/1925480975963664464) 2025-05-22T09:16Z [----] followers, [----] engagements "$GSI 🚍 New $800k project + $100k in ARR Gatekeeper announces school bus video upgrade and subscriptions contract in Florida https://t.co/UFRSJwjG1u $GSI.V $GKPRF https://t.co/dXnLlJcjGm Gatekeeper announces school bus video upgrade and subscriptions contract in Florida https://t.co/UFRSJwjG1u $GSI.V $GKPRF https://t.co/dXnLlJcjGm" [X Link](https://x.com/jessanleon/status/1925570810158174329) 2025-05-22T15:13Z [----] followers, [----] engagements "Os dejo un hilo de @jorge_moj en el que analiza $SOIL una de las empresas que discutimos en la entrevista con @WorldStockss https://x.com/jorge_moj/status/1927317018505539738t=1ggEKfSvBkkQcs3hSzUzng&s=08 $SOIL Saskatchewan Crude Oil prod y-o-y inc. CPG assets➡ +0.9k🛢/d ➡ [--] net wells on production in the last [--] months for 200m c$ ➡ [--] wells for flat prod in Sask (145m c$) ➡ Cover 4.2k🛢/d decline ➡ Planned [---] wells (236m c$)➡ +2.7k🛢/d Note: 3.4k🛢/d not Saturn's https://t.co/dIXUkutHzy https://x.com/jorge_moj/status/1927317018505539738t=1ggEKfSvBkkQcs3hSzUzng&s=08 $SOIL Saskatchewan Crude" [X Link](https://x.com/jessanleon/status/1927319048557035722) 2025-05-27T11:00Z [----] followers, [---] engagements "$SOIL Q2 Capex and FCF https://x.com/jorge_moj/status/1925525014054343058 https://x.com/jorge_moj/status/1925525014054343058" [X Link](https://x.com/jessanleon/status/1928047066661462277) 2025-05-29T11:13Z [----] followers, [--] engagements "As they announced last year $AEP had [--] acquisitions ready to go but wanted to wait untill spring to avoid carrying the costs during the low season (winter). Here's the first one: @atlasepmedia https://www.newswire.ca/news-releases/atlas-engineered-products-announces-acquisition-of-truss-worthy-construction-systems-inc-in-ontario-canada-850091602.html https://www.newswire.ca/news-releases/atlas-engineered-products-announces-acquisition-of-truss-worthy-construction-systems-inc-in-ontario-canada-850091602.html" [X Link](https://x.com/jessanleon/status/1929549131409740002) 2025-06-02T14:42Z [----] followers, [---] engagements "2 more contracts for $GSI announced recently. Great job @GatekeeperGSI $GSI 🚍 New $800k project + $100k in ARR $GSI 🚍 New $800k project + $100k in ARR" [X Link](https://x.com/jessanleon/status/1930189517408944328) 2025-06-04T09:06Z [----] followers, [----] engagements "And another new customer $GSI [--] more contracts for $GSI announced recently. Great job @GatekeeperGSI https://t.co/O0z1LT1QKE [--] more contracts for $GSI announced recently. Great job @GatekeeperGSI https://t.co/O0z1LT1QKE" [X Link](https://x.com/jessanleon/status/1930250770407956802) 2025-06-04T13:10Z [----] followers, [---] engagements "$AEP Steady and constant repurchases.💸 @atlasepmedia @hadiabassi @PaulAndreola" [X Link](https://x.com/jessanleon/status/1930560018736169237) 2025-06-05T09:39Z [----] followers, [---] engagements "$SOIL SIB details: https://www.newsfilecorp.com/release/255277/ Mientras muchas empresas de O&G estn reduciendo la produccin exploracin y recompras por los bajos precios de 🛢 $SOIL aprovecha la situacin para pisar fuerte el acelerador y aprovechar el descuento de sus acciones con una recompra masiva de acciones👇 @SaturnOilGas https://www.newsfilecorp.com/release/255277/ Mientras muchas empresas de O&G estn reduciendo la produccin exploracin y recompras por los bajos precios de 🛢 $SOIL aprovecha la situacin para pisar fuerte el acelerador y aprovechar el descuento de sus acciones con una" [X Link](https://x.com/jessanleon/status/1933121219080999286) 2025-06-12T11:16Z [----] followers, [---] engagements "La racha contina Publicado en In the last [--] days: [--]. Nevada ($523k US + SaaS) - school bus [--]. Floride ($783k US + SaaS) - school bus [--]. Indiana ($333k US + SaaS) - school bus [--]. Virginia ($315k US + SaaS) - school bus [--]. Florida ($180k US + SaaS) - school bus [--]. Missouri ($900k US + SaaS) - factory installed by OEM [--]. Nebraska ($307k US + SaaS) - factory installed by OEM [--]. California ($131k US + SaaS) - school bus [--]. Oregon ($1.4 MIL US + SaaS) - new transit agency http://ceo.ca http://ceo.ca Seguimos $GSI https://t.co/UbonJ0Qjq0 http://ceo.ca http://ceo.ca Seguimos $GSI" [X Link](https://x.com/jessanleon/status/1933533513988341892) 2025-06-13T14:34Z [----] followers, [----] engagements "$DMX https://districtmetals.com/district-comments-on-uranium-mining-announcement-from-the-swedish-government-3/ https://districtmetals.com/district-comments-on-uranium-mining-announcement-from-the-swedish-government-3/" [X Link](https://x.com/jessanleon/status/1934531737503117415) 2025-06-16T08:41Z [----] followers, [--] engagements "Some estimates for $DMX @Tone_San_Can_Es Using Aura Energys [----] Hggn Scoping Study as a like-for-like yard-stick (Hggn sits only [--] km north of Viken in the same alum-shale belt has similar metallurgy and its September-2023 study is the freshest datapoint we have.) @Tone_San_Can_Es Using Aura Energys [----] Hggn Scoping Study as a like-for-like yard-stick (Hggn sits only [--] km north of Viken in the same alum-shale belt has similar metallurgy and its September-2023 study is the freshest datapoint we have.)" [X Link](https://x.com/jessanleon/status/1937601305117143246) 2025-06-24T19:58Z [----] followers, [----] engagements "Some insiders' purchases in $DBO including the new CEO @dboxtech" [X Link](https://x.com/jessanleon/status/1938500012004282823) 2025-06-27T07:29Z [----] followers, [---] engagements "Nasdaq concentration: h/t @QCompounding" [X Link](https://x.com/jessanleon/status/1940743357225226675) 2025-07-03T12:04Z [----] followers, [---] engagements "https://www.bloomberg.com/news/articles/2025-07-17/hedge-funds-take-aim-at-small-cap-stocks-after-torrid-rally https://www.bloomberg.com/news/articles/2025-07-17/hedge-funds-take-aim-at-small-cap-stocks-after-torrid-rally" [X Link](https://x.com/jessanleon/status/1946202834342498606) 2025-07-18T13:38Z [----] followers, [---] engagements "$AEP new acquisition moving away from Toronto and Vancouver (with decreasing housing markets) and entering into Saskatchewan @atlasepmedia https://www.atlasengineeredproducts.com/news/atlas-engineered-products-announces-acquisition-of-penn-truss-mfg-inc-in-saskatchewan-canada https://www.atlasengineeredproducts.com/news/atlas-engineered-products-announces-acquisition-of-penn-truss-mfg-inc-in-saskatchewan-canada" [X Link](https://x.com/jessanleon/status/1948712737304989987) 2025-07-25T11:51Z [----] followers, [---] engagements "16% de subida de $SPOT Buen ejemplo de pricing power" [X Link](https://x.com/jessanleon/status/1954997869204656373) 2025-08-11T20:06Z [----] followers, [---] engagements "Interview of Districk Metals $DMX CEO Garrett Ainsworth in the annual event of @ValueInvestingS and @The_Godas. Kudos to @Tone_San_Can_Es who brought him all the way to Madrid. Disclaimer: $DMX is top position of #CastaarIF do your own due diligence https://www.youtube.com/watchv=rUZqooCsC2o 🎙Turno de Garrett Ainsworth CEO de @district_metals $DMX empresa de exploracin basada en la #geociencia. 🔺Estructura accionarial. 🔺Suecia como jurisdiccin minera de primer nivel. 🔺Moratoria del uranio. A pleasure to have you on board Garrett #GranEventoVIFM https://t.co/WFehIgX1yA" [X Link](https://x.com/jessanleon/status/1956355608447172654) 2025-08-15T14:01Z [----] followers, [----] engagements "Reading about risk management 👇🧵" [X Link](https://x.com/jessanleon/status/1958259688807797056) 2025-08-20T20:07Z [----] followers, [---] engagements "Airbus A380 NeXT Inc Cybertruck satellite telephones electric Harley-Davidson. How many times we've seen companies wasting money on R&D on products not understood not needed not competitive or not profitable. https://t.co/CuCtcG6agW How many times we've seen companies wasting money on R&D on products not understood not needed not competitive or not profitable. https://t.co/CuCtcG6agW" [X Link](https://x.com/jessanleon/status/1958270221342429353) 2025-08-20T20:49Z [----] followers, [---] engagements "ExxonMobil Global Outlook https://corporate.exxonmobil.com/sustainability-and-reports/global-outlook/developing-countries-use-25-percent-more-energy https://corporate.exxonmobil.com/sustainability-and-reports/global-outlook/developing-countries-use-25-percent-more-energy" [X Link](https://x.com/jessanleon/status/1961468159480713275) 2025-08-29T16:37Z [----] followers, [---] engagements ""The worlds biggest oil and gas companies are cutting jobs slashing costs and scaling back investments at the fastest pace since the coronavirus market collapse as executives brace for a prolonged period of lower crude prices. Thousands of jobs have been cut across the industry at companies including Chevron and BP with tens of billions of additional cost savings promised. Spending plans have been reined in with some projects paused or put up for sale as groups seek to balance the books. The US shale industry has been hit particularly hard with ConocoPhillips last week becoming the latest to" [X Link](https://x.com/jessanleon/status/1965417146638348291) 2025-09-09T14:08Z [----] followers, [----] engagements "Goodwin $GDWN latest report gave us a glimpse of the R&D the company is working on. Great analysis from @Arregius about Duvelco one of their many subsidiaries. #Castaar #DYODD 1/6 🧵 Let's talk about Duvelco a rising star in the polyimide manufacturing industry 💥 This subsidiary of Goodwin (#GDWN) is all about producing specialized polyimide resins crucial for high-temperature & critical applications. Here's why you should keep an eye on them 👇 1/6 🧵 Let's talk about Duvelco a rising star in the polyimide manufacturing industry 💥 This subsidiary of Goodwin (#GDWN) is all about producing" [X Link](https://x.com/jessanleon/status/1827735611513426373) 2024-08-25T15:51Z [----] followers, [----] engagements "New trading update from Goodwin $GDWN Goodwin $GDWN latest report gave us a glimpse of the R&D the company is working on. Great analysis from @Arregius about Duvelco one of their many subsidiaries. #Castaar #DYODD Goodwin $GDWN latest report gave us a glimpse of the R&D the company is working on. Great analysis from @Arregius about Duvelco one of their many subsidiaries. #Castaar #DYODD" [X Link](https://x.com/jessanleon/status/1838877231583531368) 2024-09-25T09:44Z [----] followers, [---] engagements "Resalto los titulares pero el hilo merece la pena $SOIL: 💵FCF yield: 42% 💰Saturn has achieved in last [--] months with av. WTI of 67.6$ the FCF it expected in June-24 at 80$ WTI 🛒Buybacks: -7.7% 1/n Saturn Oil Q3-25 $SOIL Saturn has achieved in last [--] months with av. WTI🛢of 67.6$ the FCF it expected in June-24 at 80$ WTI🛢 * AFF: 472m c$ * CapEx: 264m c$ - [----] net wells * FCF: 209m c$ ➡ FCF Netback 13.9c$/🛢 Prod: 41.1k🛢/d vs 39k🛢/d ➡ 0.7k🛢/d acquired prod https://t.co/hMiyvcOYUo 1/n Saturn Oil Q3-25 $SOIL Saturn has achieved in last [--] months with av. WTI🛢of 67.6$ the FCF it expected" [X Link](https://x.com/jessanleon/status/1986378407081636091) 2025-11-06T10:21Z [----] followers, [----] engagements "Great analysis of $JOY and the role its CEO is playing in the company's strategy. By @Josh_Young_1 from @BisonInterests . Alex Verge Is Bringing His Winning Formula To Journey Energy https://seekingalpha.com/article/4578967-alex-verge-is-bringing-his-winning-formula-to-journey-energysource=LinkedIn https://seekingalpha.com/article/4578967-alex-verge-is-bringing-his-winning-formula-to-journey-energysource=LinkedIn" [X Link](https://x.com/jessanleon/status/1628898465664102401) 2023-02-23T23:23Z [----] followers, [---] engagements "@CasaReal Hoya Saxa" [X Link](https://x.com/jessanleon/status/1663900510884069377) 2023-05-31T13:29Z [----] followers, [----] engagements "$VTY Looks like $VTY will be added to the FTSE [---] https://t.co/so0uU2EGSI Looks like $VTY will be added to the FTSE [---] https://t.co/so0uU2EGSI" [X Link](https://x.com/jessanleon/status/1795760918573220307) 2024-05-29T10:15Z [----] followers, [---] engagements "$AEP thesis in one pic h/t @danieldimitrov" [X Link](https://x.com/jessanleon/status/1841891780171579465) 2024-10-03T17:23Z [----] followers, [----] engagements "Y ya van [--] $ZOMD Thanks @gillani_rahil 🙏" [X Link](https://x.com/jessanleon/status/1844349360089465341) 2024-10-10T12:08Z [----] followers, [----] engagements "Congrats @clivekinross 👏👏👏 CEO and founder of Propel Holdings named EY Entrepreneur Of The Year [----] Ontario $PRL https://www.ey.com/en_ca/news/2024/10/ceo-and-founder-of-propel-holdings-named-ey-entrepreneur-of-the-year-2024-ontario https://www.ey.com/en_ca/news/2024/10/ceo-and-founder-of-propel-holdings-named-ey-entrepreneur-of-the-year-2024-ontario" [X Link](https://x.com/jessanleon/status/1849819533407617286) 2024-10-25T14:25Z [----] followers, [---] engagements "$PRL Propel added to the MSCI GLOBAL SMALL CAP INDEXES https://app2.msci.com/eqb/gimi/smallcap/MSCI_Nov24_SCPublicList.pdf https://app2.msci.com/eqb/gimi/smallcap/MSCI_Nov24_SCPublicList.pdf" [X Link](https://x.com/jessanleon/status/1856705966747615331) 2024-11-13T14:29Z [----] followers, [----] engagements "El management de Atlas $AEP buying the dip:" [X Link](https://x.com/jessanleon/status/1862406013522960472) 2024-11-29T07:59Z [----] followers, [----] engagements "$ZOMD Just do the math: +MC = $48M USD +NI = $8.9M USD" [X Link](https://x.com/jessanleon/status/1904916416702091771) 2025-03-26T15:20Z [----] followers, [----] engagements "@district_metals $DMW District Announces Inferred Mineral Resource Estimate of [---] Billion Tonnes at a Grade of [---] ppm U3O8 Containing [---] Billion Pounds U3O8 for the Viken Energy Metals Deposit in Sweden 🚀 https://www.districtmetals.com/news/district-announces-inferred-mineral-resource-estimate-of-43-billion-tonnes-at-a-grade-of-161-ppm-u3o8-containing-15-billion-pounds-u3o8-for-the-viken-energy-metals-deposit-in-sweden" [X Link](https://x.com/jessanleon/status/1917128912401846355) 2025-04-29T08:08Z [----] followers, [--] engagements "$ZOMD 🚀 https://ca.finance.yahoo.com/news/zoomd-announces-preliminary-q1-25-122000701.html https://ca.finance.yahoo.com/news/zoomd-announces-preliminary-q1-25-122000701.html" [X Link](https://x.com/jessanleon/status/1917200213028098413) 2025-04-29T12:52Z [----] followers, [----] engagements "Escuchemos lo que dice la industria y no los medios/polticos: https://ir.diamondbackenergy.com/news-releases/news-release-details/letter-stockholders-issued-diamondback-energy-inc-7 https://ir.diamondbackenergy.com/news-releases/news-release-details/letter-stockholders-issued-diamondback-energy-inc-7" [X Link](https://x.com/jessanleon/status/1922247574980849999) 2025-05-13T11:08Z [----] followers, [---] engagements "More repurchases. $ZTE" [X Link](https://x.com/jessanleon/status/1930579032472461347) 2025-06-05T10:54Z [----] followers, [---] engagements "Another $GSI [--] more contracts for $GSI announced recently. Great job @GatekeeperGSI https://t.co/O0z1LT1QKE [--] more contracts for $GSI announced recently. Great job @GatekeeperGSI https://t.co/O0z1LT1QKE" [X Link](https://x.com/jessanleon/status/1932085837245632715) 2025-06-09T14:42Z [----] followers, [----] engagements "Another $GSI La racha contina Publicado en https://t.co/FDIgUtVcb7: In the last [--] days: [--]. Nevada ($523k US + SaaS) - school bus [--]. Floride ($783k US + SaaS) - school bus [--]. Indiana ($333k US + SaaS) - school bus [--]. Virginia ($315k US + SaaS) - school bus [--]. Florida ($180k US + SaaS) - https://t.co/ze4ao5qvH7 La racha contina Publicado en https://t.co/FDIgUtVcb7: In the last [--] days: [--]. Nevada ($523k US + SaaS) - school bus [--]. Floride ($783k US + SaaS) - school bus [--]. Indiana ($333k US + SaaS) - school bus [--]. Virginia ($315k US + SaaS) - school bus [--]. Florida ($180k US + SaaS) -" [X Link](https://x.com/jessanleon/status/1938136362617868320) 2025-06-26T07:24Z [----] followers, [----] engagements "$VLE repurchases prices $7.8" [X Link](https://x.com/jessanleon/status/1942155292633940042) 2025-07-07T09:34Z [----] followers, [---] engagements "$DBO @nitinkinvests From Cinemark deck - all-time high quarterly DBOX admission revenue https://t.co/6Z2Wgf5zkV @nitinkinvests From Cinemark deck - all-time high quarterly DBOX admission revenue https://t.co/6Z2Wgf5zkV" [X Link](https://x.com/jessanleon/status/1951575553070272734) 2025-08-02T09:27Z [----] followers, [---] engagements "Otra adquisicin de Teqnion $TEQ Teqnion has acquired Birkett Bogmats UK Family-run business specialising in the supply of hardwood mats at competitive prices backed up by a responsive service "Birkett provides a crucial product to its customers" ➡ Adds 5.3M of sales to $TEQ: +4.3% https://t.co/HcXlKxZS5m https://t.co/AlBlSiuYbA Teqnion has acquired Birkett Bogmats UK Family-run business specialising in the supply of hardwood mats at competitive prices backed up by a responsive service "Birkett provides a crucial product to its customers" ➡ Adds 5.3M of sales to $TEQ: +4.3%" [X Link](https://x.com/jessanleon/status/1965788056348414113) 2025-09-10T14:42Z [----] followers, [----] engagements "Doing some field research after yesterday's conference $DTEA" [X Link](https://x.com/jessanleon/status/1968438508739031405) 2025-09-17T22:14Z [----] followers, [---] engagements "Yesterday was the deadline for submitting motions. A total of [--] were submitted. However the Centre Party and the Social Democrats have positioned themselves as open to uranium mining as a by-product (as proposed by $DMX). The distribution in parliament would be: $UUUU #uranium @district_metals" [X Link](https://x.com/jessanleon/status/1971135354590691653) 2025-09-25T08:51Z [----] followers, [----] engagements "Great article on D-Box $DBO: https://www.lapresse.ca/affaires/2025-10-02/d-box-vibre-en-bourse.php Esta maana he tenido el placer de visitar las instalaciones de D-Box $DBO @dboxtech. Qu gran equipo de ingenieros tenemos y qu gran producto Estoy convencido de que la visin de nuestro CEO @NaveenJPrasad y CFO David Reid nos va a llevar grandes sectores y nuevos mercados. https://t.co/YTcBYjLxcA https://www.lapresse.ca/affaires/2025-10-02/d-box-vibre-en-bourse.php Esta maana he tenido el placer de visitar las instalaciones de D-Box $DBO @dboxtech. Qu gran equipo de ingenieros tenemos y qu gran" [X Link](https://x.com/jessanleon/status/1974071901560656320) 2025-10-03T11:19Z [----] followers, [----] engagements "$DMX $U https://www.newsfilecorp.com/release/272357/District-Identifies-Large-MobileMT-Anomaly-Indicating-Significant-Alum-Shale-Potential-at-the-sterklen-Property-in-Sweden https://t.co/Jf1UqZZheO https://www.newsfilecorp.com/release/272357/District-Identifies-Large-MobileMT-Anomaly-Indicating-Significant-Alum-Shale-Potential-at-the-sterklen-Property-in-Sweden https://t.co/Jf1UqZZheO" [X Link](https://x.com/jessanleon/status/1983430940069437557) 2025-10-29T07:09Z [----] followers, [----] engagements "The first step is extracting the data. As IEA's website doesn't let me do it directly I used my friend @GeminiApp" [X Link](https://x.com/jessanleon/status/1988926492387209544) 2025-11-13T11:06Z [----] followers, [--] engagements "Then I calculated the growth vs [----]. Optically from the graph NG is the clear winner but will the data agree" [X Link](https://x.com/jessanleon/status/1988926496959041786) 2025-11-13T11:06Z [----] followers, [---] engagements "Enterprise Group $E la saca del estadio. El mercado no parece estar de acuerdo" [X Link](https://x.com/jessanleon/status/1988985354695692502) 2025-11-13T15:00Z [----] followers, [---] engagements "$PLAN 📽 The second replay of our event last week is now up on YouTube Here's Progressive Planet Solutions $PLAN.V @progressiveplan: https://t.co/oWpwIEgUSw 📽 The second replay of our event last week is now up on YouTube Here's Progressive Planet Solutions $PLAN.V @progressiveplan: https://t.co/oWpwIEgUSw" [X Link](https://x.com/jessanleon/status/1996619528525283639) 2025-12-04T16:36Z [----] followers, [---] engagements "@DonvilleKent's report is always a must-read:🔝 https://donvillekent.com/wp-content/uploads/2025/12/DKAM-ROE-Reporter-December-2025.pdf https://donvillekent.com/wp-content/uploads/2025/12/DKAM-ROE-Reporter-December-2025.pdf" [X Link](https://x.com/jessanleon/status/1996965081603588170) 2025-12-05T15:29Z [----] followers, [---] engagements "Never stop learning #backoncampus #hoyasaxa @Georgetown @GeorgetownHoyas @GeorgetownMSB" [X Link](https://x.com/jessanleon/status/2009668337031434461) 2026-01-09T16:47Z [----] followers, [---] engagements "Hoy he compartido este clip en el directo que hemos tenido con @MomentumFinanc3. El CEO de Exxon dando un bao de realidad al "deal" que defini Trump. Earlier in the week we heard the fantasyon Friday we heard the reality. Meaningful production adds are measured in years not months. By then with peak non-OPEC production the world will be begging for every barrel Venezuela can produce. https://t.co/MzxjN4Ba9L Earlier in the week we heard the fantasyon Friday we heard the reality. Meaningful production adds are measured in years not months. By then with peak non-OPEC production the world will be" [X Link](https://x.com/jessanleon/status/2010493130370437215) 2026-01-11T23:24Z [----] followers, [----] engagements "El canario en la mina OPENAI IS FALLING APART IN REAL TIME I've watched companies implode for decades. This one has all the warning signs. OpenAI declared "Code Red" in December. Altman sent an internal memo telling employees to drop everything because Google's Gemini [--] is eating their lunch. https://t.co/D9iJwOOmMe OPENAI IS FALLING APART IN REAL TIME I've watched companies implode for decades. This one has all the warning signs. OpenAI declared "Code Red" in December. Altman sent an internal memo telling employees to drop everything because Google's Gemini [--] is eating their lunch." [X Link](https://x.com/jessanleon/status/2014003649446334523) 2026-01-21T15:54Z [----] followers, [----] engagements "$AFM And now. https://africa.businessinsider.com/local/markets/congo-deepens-us-ties-with-formal-shortlist-of-high-value-mineral-assets/dbgqmbz A stern warning from Washington was all it took for the M23 rebels to announce a unilateral ceasefire and withdraw from Uvira - swiftly shattering the longstanding myth that Paul Kagame remains Americas untouchable favorite an illusion of impunity that had emboldened him to https://t.co/WZgQR3wC4r https://africa.businessinsider.com/local/markets/congo-deepens-us-ties-with-formal-shortlist-of-high-value-mineral-assets/dbgqmbz A stern warning from" [X Link](https://x.com/jessanleon/status/2014004733350928750) 2026-01-21T15:58Z [----] followers, [---] engagements ""If you are looking for excitement go to the casino. If you are looking for strong investment returns be prepared to buy early and be bored while you wait for the market to discover your great little business." Paul Andreola @PaulAndreola" [X Link](https://x.com/jessanleon/status/1823073481652670709) 2024-08-12T19:06Z [----] followers, [----] engagements "In this interview on @BNNBloomberg $MDA's CEO explains the scope of the new satellite contract awarded (spoiler alert: it's not $44.7M) and silences the rumors of any impact on @MDA_space from a potential sale of Globalstar. https://www.bnnbloomberg.ca/video/shows/trading-day/2025/12/05/mda-space-awarded-447-million-deal-for-space-development/ MDA Space awarded initial contract by @csa_asc for RADARSAT+ Replenishment Satellite. https://t.co/SLFgV0Glp5 #MDASpace #RADARSAT #RCM https://t.co/RsUecDV3mu" [X Link](https://x.com/jessanleon/status/1998036554665849299) 2025-12-08T14:26Z [----] followers, [----] engagements "I can't think of a better plan for meeting with the CEO and the director of several of our companies $URL $AEP $ZTE $CHER @PaulAndreola @veritasvatillum" [X Link](https://x.com/jessanleon/status/1999128655222476823) 2025-12-11T14:46Z [----] followers, [----] engagements "Shoals Technologies $SHLS posicin TOP [--] de #CastaarIF se dispara ayer +11%. La Oficina de Responsabilidad del Gobierno de EE. UU. (GAO) public un informe ayer en direccin contraria a la OBBA apoyando a la industria solar estadounidense. Nota: No es una recomendacin de inversin https://www.gao.gov/assets/gao-26-107882.pdf https://www.gao.gov/assets/gao-26-107882.pdf https://www.gao.gov/assets/gao-26-107882.pdf https://www.gao.gov/assets/gao-26-107882.pdf" [X Link](https://x.com/jessanleon/status/1999481332934513062) 2025-12-12T14:07Z [----] followers, [---] engagements "@louwhiteman @TMFProf I love all that @louwhiteman has mentioned although as he points out some of the are not in price. I'd add to the commercial segment $CAE and $SAF.PA. Solid and stable B&H. Being cheap I find right now $ERJ $ASLE" [X Link](https://x.com/jessanleon/status/1577686927100321797) 2022-10-05T15:47Z [----] followers, [--] engagements "@louwhiteman @TMFProf Totally agree regarding space. Everything seems very expensive with a lot of hype around. Going back to basics $AJRD is great now that LMT can't buy it. Also I find very interesting the LOX segment: $LIN.DE and $AI.PA. Any thoughts" [X Link](https://x.com/jessanleon/status/1577688170359144451) 2022-10-05T15:52Z [----] followers, [--] engagements ""No dan puntos extra por dificultad" WB [----]. Ayer vendimos nuestra posicin en $ASHM.L tras recoger los dividendos y la accin superar en [--] das su precio de compra. Un 8% en [--] semanas (70% anualizado. 1/2" [X Link](https://x.com/jessanleon/status/1589940649952182274) 2022-11-08T11:19Z [----] followers, [--] engagements "Muchsimas gracias a Paco y Adrin por volverme a invitar al programa donde me siento como en casa. Me gusta el programa pro las empresas que trajimos: small-caps desconocidas y que no las encontraris en otras carteras $FTG $E $SHLE $AEP $KITS 🎙Nuevo episodio de #ValueInvestingFM en el que @ValueInvestingS y @The_Godas entrevistamos a @jessanleon de Castaar IF. 💼Movimientos destacables entre empresas de cartera situacin actual errores y tesis de inversin de $FTG $SHLE $AEP $KITS. https://t.co/tgGXsuxgfw 🎙Nuevo episodio de #ValueInvestingFM en el que @ValueInvestingS y @The_Godas" [X Link](https://x.com/jessanleon/status/1855916331284996264) 2024-11-11T10:11Z [----] followers, [----] engagements "The biggest risk $SHLE Source Energy's investment thesis had was its debt structure and [----] maturity. If one thoroughly analyzed and listened to management statements one realized the risk was highly mitigated. Well now it's eliminated: @SESLogistics https://www.sourceenergyservices.com/news-releases/source-energy-services-announces-new-credit-facilities-and-the-redemption-of-its-senior-secured-notes https://www.sourceenergyservices.com/news-releases/source-energy-services-announces-new-credit-facilities-and-the-redemption-of-its-senior-secured-notes" [X Link](https://x.com/jessanleon/status/1871209956432900584) 2024-12-23T15:03Z [----] followers, [---] engagements "Propel Holdings $PRL https://www.propelholdings.com/news/n=2025/Financial-Times-Names-Propel-Holdings-to-its-Americas-Fastest-Growing-Companies-of-2025-List https://www.propelholdings.com/news/n=2025/Financial-Times-Names-Propel-Holdings-to-its-Americas-Fastest-Growing-Companies-of-2025-List" [X Link](https://x.com/jessanleon/status/1907393075757867233) 2025-04-02T11:22Z [----] followers, [----] engagements "$MMGR $MMGR Momentum Group Q1-25 Our strong financial position combined with stable companies and efficient cash flow generation and a clear capital allocation strategy give us excellent conditions to maintain a good acquisition rate in [----] https://t.co/t4oC5NaEfh $MMGR Momentum Group Q1-25 Our strong financial position combined with stable companies and efficient cash flow generation and a clear capital allocation strategy give us excellent conditions to maintain a good acquisition rate in [----] https://t.co/t4oC5NaEfh" [X Link](https://x.com/jessanleon/status/1917117549017288924) 2025-04-29T07:23Z [----] followers, [----] engagements "Just another quarter of $PRL results 🚀 @clivekinross @BedfordParkCap @DonvilleKent https://www.propelholdings.com/news/n=2025/Propel-Reports-Record-Quarterly-Results-and-Announces-Dividend-Increase https://www.propelholdings.com/news/n=2025/Propel-Reports-Record-Quarterly-Results-and-Announces-Dividend-Increase" [X Link](https://x.com/jessanleon/status/1920042781638013184) 2025-05-07T09:07Z [----] followers, [---] engagements "$SHLE @SESLogistics just announced an automatic NCIB program for the 5% of their shares: https://pro.ceo.ca/@globenewswire/source-energy-services-announces-normal-course-issuer https://pro.ceo.ca/@globenewswire/source-energy-services-announces-normal-course-issuer" [X Link](https://x.com/jessanleon/status/1921863941413556313) 2025-05-12T09:44Z [----] followers, [---] engagements "Nueva adquisicin de $DRX posicin Top3 de #CastaarIF Groupe LAR nos abre la exposicin al mercado de energa hidroelctrica. NOTA: no es una recomendacin de inversin Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors primarily focusing on the large-scale hydroelectricity market. $DRX.TO 🔍 Read https://t.co/kYUqMtLC3D Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in" [X Link](https://x.com/jessanleon/status/1962935996963516582) 2025-09-02T17:49Z [----] followers, [----] engagements "Propel Holdings $PRL una de las posiciones que ms tiempo lleva en #Castaar ha obtenido el [--] mejor comportamiento en los tres ltimos aos en la bolsa de Toronto. Seguimos🚀 #TSX30 https://www.propelholdings.com/news/n=2025/Propel-Holdings-Named-to-2025-TSX30 https://www.propelholdings.com/news/n=2025/Propel-Holdings-Named-to-2025-TSX30" [X Link](https://x.com/jessanleon/status/1965433488414523820) 2025-09-09T15:13Z [----] followers, [----] engagements "Hoy he estado visitando la fbrica de ADF Groupe $DRX en Quebec. ADF es una de las principales posiciones de #CastaarIF. Cuenta con +$500M en pedidos y cotiza slo $300M. 🧵" [X Link](https://x.com/jessanleon/status/1968714055922696363) 2025-09-18T16:29Z [----] followers, [---] engagements "Great presentation from @Stocks_Stones of D-Box $DBO Heres the replay of my presentation on D-BOX $DBO.TO last week in Toronto 👇🏻 Heres the replay of my presentation on D-BOX $DBO.TO last week in Toronto 👇🏻" [X Link](https://x.com/jessanleon/status/1984255890984473047) 2025-10-31T13:47Z [----] followers, [---] engagements "Tal como dijimos.👇 $DBO Otra cosa es a ver cmo despierta el mercado y el precio ya inclua estos resultados. https://pro.ceo.ca/@GlobeNewswire/d-box-reports-multiple-record-setting-quarter-and-45 📽Cineplex publica muy buenos resultados en Q2 resaltando la alta demanda de los asientos premium. $DBO se dispara un 7% ayer🚀 https://t.co/wBNTv0tDP9 https://t.co/SmS4tXisrs https://pro.ceo.ca/@GlobeNewswire/d-box-reports-multiple-record-setting-quarter-and-45 📽Cineplex publica muy buenos resultados en Q2 resaltando la alta demanda de los asientos premium. $DBO se dispara un 7% ayer🚀" [X Link](https://x.com/jessanleon/status/1988916396709818524) 2025-11-13T10:26Z [----] followers, [----] engagements "$DBO after results Tal como dijimos.👇 $DBO Otra cosa es a ver cmo despierta el mercado y el precio ya inclua estos resultados. https://t.co/sVycmGH7g6 https://t.co/e3oj9wmpZ9 Tal como dijimos.👇 $DBO Otra cosa es a ver cmo despierta el mercado y el precio ya inclua estos resultados. https://t.co/sVycmGH7g6 https://t.co/e3oj9wmpZ9" [X Link](https://x.com/jessanleon/status/1988980010640896217) 2025-11-13T14:39Z [----] followers, [----] engagements "Increble hilo 🔝el que ha hecho Unai explicando la tesis de inversin en Namesilo $URL una de nuestras mayores posiciones con un 4% del fondo #Castaar. Grandsimo trabajo @Arregius 👏👏👏 Nota: Esto no es una recomendacin de inversin $URL.V thread: In a market obsessed with pure-play SaaS or legacy utilities $URL is a hybrid. It uses a "boring" cash-printing utility to fund "exciting" high-ROIC robotics. It isn't just a domain company; its an allocation machine designed to compound capital without dilution. https://t.co/AqQOOrB5cm $URL.V thread: In a market obsessed with pure-play SaaS or" [X Link](https://x.com/jessanleon/status/2003789472593227829) 2025-12-24T11:26Z [----] followers, [----] engagements "No te lo pierdas Esta tarde se publica en abierto la tesis de D-Box $DBO que present en el club de @MomentumFinanc3 hace unos meses. Desde entonces nos ha sorprendido a todos con la revalorizacin tan rpida que ha tenido convirtindose en una multi-bagger en slo unos meses. @dboxtech PROGRAMA DOMINGO 18:30 Hoy os traemos en @MomentumFinanc3 un REGALO NAVIDEO La tesis integra de D-Box que @jessanleon trajo al Club de Momentum hace menos de seis meses Rentabilidad de TRIPLE DIGITO desde que la trajo por cierto https://t.co/y9R1WQMEmX PROGRAMA DOMINGO 18:30 Hoy os traemos en @MomentumFinanc3 un" [X Link](https://x.com/jessanleon/status/2007862350334894478) 2026-01-04T17:11Z [----] followers, [----] engagements "At this rate they'll buyback over 9% annually $SOIL $SOIL buybacks Saturn Oil🛢 ➡ 0.75% of shares acquired during December [----] https://t.co/na7DnLkyHj $SOIL buybacks Saturn Oil🛢 ➡ 0.75% of shares acquired during December [----] https://t.co/na7DnLkyHj" [X Link](https://x.com/jessanleon/status/2009648532156780727) 2026-01-09T15:28Z [----] followers, [---] engagements "Tal y como predijimos. $SOIL En mi ltima entrevista con @WorldStockss presentaba la tesis de inversin en $SOIL y me atreva a decir que iban a generar el doble de FCF que el que haban anunciado en el guidance: https://t.co/YElwAziio7 En este hilo👇 @jorge_moj hace un resumen de la ltima conferencia de En mi ltima entrevista con @WorldStockss presentaba la tesis de inversin en $SOIL y me atreva a decir que iban a generar el doble de FCF que el que haban anunciado en el guidance: https://t.co/YElwAziio7 En este hilo👇 @jorge_moj hace un resumen de la ltima conferencia de" [X Link](https://x.com/jessanleon/status/2011454669210722416) 2026-01-14T15:05Z [----] followers, [----] engagements "$EQR 🚀 Ladies & Gentlemen. I present to you - The National Reserve Security Law for China. This is directly coming from Beijing so pay attention. #China wants to build national reserve to include agricultural products energy & raw minerals important equipment & emergency supplies. https://t.co/C0v5LV0UwC Ladies & Gentlemen. I present to you - The National Reserve Security Law for China. This is directly coming from Beijing so pay attention. #China wants to build national reserve to include agricultural products energy & raw minerals important equipment & emergency supplies." [X Link](https://x.com/jessanleon/status/2014003475319853347) 2026-01-21T15:53Z [----] followers, [----] engagements "Namesilo $URL has just closed its acquisition of Reach Systems. Why is this important Because SewerVue and Reach have a looooot of synergies. Think that for Sewer winches 🪝are one of the most expensive parts of their product. Great move from our CEO📰 @PaulAndreola 👏 @namesilo https://www.prnewswire.com/news-releases/namesilo-technologies-corp-enters-into-definitive-share-purchase-agreement-to-acquire-reach-systems-inc-302681098.html https://www.prnewswire.com/news-releases/namesilo-technologies-corp-enters-into-definitive-share-purchase-agreement-to-acquire-reach-systems-inc-302681098.html" [X Link](https://x.com/jessanleon/status/2019794004963983809) 2026-02-06T15:23Z [----] followers, [----] engagements "$SHLS Shoals Tech. U.S. International Trade Commission (ITC) has issued a favorable initial determination in Shoals patent infringement complaint against Voltage LLC Al sacar al competidor del mercado Shoals recupera el monopolio sobre esa tecnologa especfica (BLA) lo que les permite mantener mrgenes de beneficio altos y capturar los contratos que antes perdan frente a Voltage. https://investors.shoals.com/news/news-details/2026/Shoals-Technologies-Group-Secures-Key-Initial-Win-with-the-ITC-to-Protect-U-S--Energy-Innovation/default.aspx" [X Link](https://x.com/anyuser/status/2020130951511093402) 2026-02-07T13:42Z [----] followers, [----] engagements "Ah va un regalo de Navidad🎄: $PERF Perfect Corp. 💰MC = $179M 💰EV = $9M (Caja = Capitalizacin) Ser porque no crece 📈Rev 3Yr = 12.2% 📈Rev 5Yr = 21.3% Ser porque no es rentable 🏑NI y CF han seguido un patrn de hockey stick Ser porque no genera caja 💵FCF positivo sin contar con los intereses generados Tendrn malos clientes 💄Sephora Este Lauder Clinique Shiseido NARS. No tendr exposicin a IA Entonces. @YouCamApps Nota: Esto no es una recomendacin de inversin https://www.sephora.com/beauty/skin-analysis-tool https://www.sephora.com/beauty/skin-analysis-tool" [X Link](https://x.com/jessanleon/status/2000920944219447697) 2025-12-16T13:28Z [----] followers, [----] engagements "$FTG https://pro.ceo.ca/@GlobeNewswire/ftg-corporation-ftg-selected-by-de-havilland-canada https://pro.ceo.ca/@GlobeNewswire/ftg-corporation-ftg-selected-by-de-havilland-canada" [X Link](https://x.com/jessanleon/status/1882515530193780997) 2025-01-23T19:47Z [----] followers, [---] engagements "Firan Technologies $FTG TOP [--] de la cartera de #Castaar acaba de publicar unos excelentes resultados: MC = $213M EV = $239M Backlog $120M EV/EBITDA = 9x PEG =0.44x" [X Link](https://x.com/jessanleon/status/1892265867771035904) 2025-02-19T17:31Z [----] followers, [---] engagements "$FTG Firan Technology Group Achieves Major Milestone with TCCA Certification for Edge+ on Boeing 737NG Family Edge+ replaces aging 2G and 3G recorders with a true 5G platform ensuring airlines can continue to leverage real-time aircraft data for safety operational efficiency and innovation. https://pro.ceo.ca/@globenewswire/firan-technology-group-achieves-major-milestone-with https://pro.ceo.ca/@globenewswire/firan-technology-group-achieves-major-milestone-with" [X Link](https://x.com/jessanleon/status/1923300524381597993) 2025-05-16T08:52Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jessanleon Jesús Sánchez León
Jesús Sánchez León posts on X about $aep, ceo, in the, acquisition the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [---------] -12%
- [--] Month [---------] +26,249%
- [--] Months [---------] +6,463%
- [--] Year [---------] +5,122%
Mentions: [--] #
- [--] Week [--] +173%
- [--] Month [--] +212%
- [--] Months [---] +110%
- [--] Year [---] +61%
Followers: [-----] #
- [--] Week [-----] -0.28%
- [--] Month [-----] +1.80%
- [--] Months [-----] +17%
- [--] Year [-----] +34%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance cryptocurrencies countries technology brands travel destinations social networks automotive brands us election exchanges
Social topic influence $aep, ceo, in the, acquisition, $gsi, $dbo, $ftg, to the, $drx, $soil
Top assets mentioned American Electric Power Company Inc (AEP) DRX Token (DRX) Soil (SOIL) NVIDIA Corp. (NVDA) DisChain (DIS) Stader (SD) Shoals Technologies Group, Inc. (SHLS) Alphabet Inc Class A (GOOGL) Now Coin (NOW) Spotify Technology (SPOT) The GEO Group, Inc. (GEO)
Top Social Posts
Top posts by engagements in the last [--] hours
"Como cada mes os comparto la infografa de la composicin de la cartera de #CastaarIF. Durante el mes de agosto obtuvimos una rentabilidad del 3% para nuestros partcipes. Seguimos💪"
X Link 2025-09-03T14:07Z [----] followers, [----] engagements
"$AER AerCap CEO Aengus Kelly: "65% of aircraft production ends up in the leasing industry." https://globalmeet.webcasts.com/starthere.jspei=1557728&tp_key=47ffa239cc https://globalmeet.webcasts.com/starthere.jspei=1557728&tp_key=47ffa239cc"
X Link 2022-08-11T13:40Z [----] followers, [--] engagements
"For those who still think that European bans are hurting Russia Gazprom made a record [---] trillion roubles ($41.75 billion) in net profit in the first half of [----]. $GAZP https://www.reuters.com/business/energy/russias-gazprom-consider-paying-interim-dividends-2022-08-30/ https://www.reuters.com/business/energy/russias-gazprom-consider-paying-interim-dividends-2022-08-30/"
X Link 2022-09-02T09:46Z [----] followers, [--] engagements
"Personal consumption Expenditures Credit: @OpenSquareCap @HFI_Research"
X Link 2023-01-09T18:41Z [----] followers, [---] engagements
"@alfalcalde Pues estuve mirando y mirando y no encontr nada. Como no sea que la gente la haya confundido con ServiceNow Inc. (NYSE:NOW) que public ayer.🤷♂"
X Link 2023-04-27T10:07Z [----] followers, [--] engagements
"Gran movimiento de Disney $DIS: https://www.wsj.com/articles/espn-lays-plans-to-stream-flagship-channel-eyeing-cable-tvs-demise-ad0fb727 https://www.wsj.com/articles/espn-lays-plans-to-stream-flagship-channel-eyeing-cable-tvs-demise-ad0fb727"
X Link 2023-05-18T13:26Z [----] followers, [---] engagements
"Seems like $GOOG moat is stronger than many thought"
X Link 2023-05-19T13:11Z [----] followers, [--] engagements
"Disney $DIS investors when they visit a park:"
X Link 2023-05-22T08:36Z [----] followers, [--] engagements
"@NowVerticalTech's new CEO Sasha Grujicic starts its new role with strong share purchases in the open market.👏👏👏 $NOW #NFA"
X Link 2023-06-08T15:05Z [----] followers, [--] engagements
"$DND y $TDG dos grandes empresas con tal poder de fijacin de precios que sus clientes estn cautivos a su merced 🧵👇"
X Link 2023-06-23T10:32Z [----] followers, [--] engagements
"@onedutyfree What's the reason for the drop in share price since [----] Weren't they able to translate the inflation cost increases to the product prices"
X Link 2023-06-26T16:57Z [----] followers, [--] engagements
"La AI no es algo del futuro ni palabras manidas o castillos en el aire. Hay compaas que la llevan usando desde hace aos para resolver problemas especficos de empresas. $NOW estren ayer una serie de casos de estudio de sus soluciones a problemas reales de empresas"
X Link 2023-06-30T14:59Z [----] followers, [--] engagements
"Otro caso de cmo $NOW con sus soluciones de AI consigui reducir el churn rate del Industrial & Commercial Bank of China"
X Link 2023-07-12T09:32Z [----] followers, [--] engagements
"Importantsima la compra que anuncia hoy $AEP.V🏗🏠 Gana exposicin a wall panels entra en una nueva geografa y adquiere un gran negocio a muy buen precio y condiciones de financiacin. Con esta compra se convierte en la mayor empresa de truss de Canad"
X Link 2023-08-23T14:47Z [----] followers, [---] engagements
"The first step for Disney $DIS to reduce its debt and divest the channel networks: #NFA"
X Link 2023-09-15T08:36Z [----] followers, [---] engagements
"Taylor Swift no deja de sorprenderme. Y no slo por la artistaza que es sino por cmo est desmontando toda la industria. [--] contra las discogrficas re-grabando su discografa para retomar sus derechos de autor. Y ahora contra los estudios de cine (👇) Su nica derrota $SPOT"
X Link 2023-10-17T07:52Z [----] followers, [---] engagements
"Google $GOOG falling 6% in pre-market as "revenues in Google's Cloud unit didn't grow as fast as expected". Ok. #NFA"
X Link 2023-10-25T09:32Z [----] followers, [---] engagements
"Great results from Sandridge $SD 🛢: 📈EV=$349M 💰Cash = $232M (half of Market Cap.) 💵24.2M of FCF in Q3 (eEV/FCF [----] 3.8x) 🤑$1.6B of NOL 🛒Holding cash for M&A opportunities 🔙Dividend yield of 16% this year"
X Link 2023-11-07T12:02Z [----] followers, [----] engagements
"@mtneerski There's a 0.1$ quarterly and they paid $2 in special divided in Q3. $2+4*0.1=$2.4. $2.4/$15 = 16%. Obviously we bought at a cheaper price so our yield is way higher. Right now they have $232M in cash so either a big acquisition is made or another special div is coming😉"
X Link 2023-11-07T16:48Z [----] followers, [--] engagements
"@Arregius S que est pero no caben todos los logos de todas las compounders que llevo 😅 A esta lista habra que aadir $BLDR $NOW $PLRB $GDWN"
X Link 2023-11-08T17:29Z [----] followers, [--] engagements
"@Jordi751 Le ha venido muy bien de hecho"
X Link 2023-11-30T19:04Z [----] followers, [--] engagements
"$IPCO comienza fuerte su nuevo programa de recompras. I🖤🛢 #NFA"
X Link 2023-12-13T08:38Z [----] followers, [--] engagements
"No creo que haya una empresa de 🛢 con peor fama que Vermilion $VET. Por fin se disipan los miedos de windfall taxes y aun as los nmeros son increbles a tan slo $70 WTI ✅eFCF [----] = $700M ✅FCF yield (EV) [----] = 20% ✅50% FCF sh. return #NFA"
X Link 2023-12-13T10:09Z [----] followers, [--] engagements
"📊La volatilidad siempre acompaa al inversor en petrleo. Es parte de la tesis. Este ao tal y como muestra @ericnuttall no ha sido diferente. En #Castaar entendemos la volatilidad como una oportunidad para comprar a precios ms bajos"
X Link 2023-12-14T10:15Z [----] followers, [--] engagements
"Tras la anunciada futura bajada de tipos en y comienza el siguiente escenario: 1) Reinicio de las refinanciaciones de hipotecas ($DND) 2)venta vivienda antigua ($DND) 3) construccin de nueva vivienda ($BLDR $AEP $DND) Ya ha empezado"
X Link 2023-12-15T11:44Z [----] followers, [---] engagements
"@gabcasla @perryns69 Puede ser pero mi argumento va por capac. y declino comparando vs. Si el capex es la mitad que pre-COVID (verde arriba) nos espera un crecimiento menor y un declino mayor. Y ya se ve en la produccin actual de [----] y2022 Este 🧵hace un buen anlisis"
X Link 2023-12-19T10:02Z [----] followers, [--] engagements
"Warren Buffet lo tiene claro. Su mayor inversin este ao ha sido 🛢"
X Link 2023-12-22T09:28Z [----] followers, [--] engagements
"Blue Origin and Cerberus make bids for United Launch Alliance owned by Boeing Lockheed Martin $BA $LMT https://www.wsj.com/business/billionaires-compete-to-own-spacexs-rocket-rival-d5ab16d4 https://www.wsj.com/business/billionaires-compete-to-own-spacexs-rocket-rival-d5ab16d4"
X Link 2023-12-22T12:15Z [----] followers, [---] engagements
"Qu pasara si analizamos el comportamiento de las [--] magnficas en un periodo de [--] aos en vez de [--] Si incluimos el conjunto de [----] y [----] tan slo $NVDA supera holgadamente el 0%. Sorprende frente al 71% que han obtenido este mismo conjunto en 2023"
X Link 2024-01-05T10:49Z [----] followers, [---] engagements
"Record year for Airbus $AIR with outstanding A321 and A350 orders. These two birds are gonna give us a lot to talk about✈ #NFA"
X Link 2024-01-12T10:45Z [----] followers, [---] engagements
"En la ltima carta escriba cmo -aun a riesgo de perdernos el primer boom- en #Castaar invertimos slo en nanocaps (startups) que ya estn dando beneficios. Nos perderemos parte de la subida pero reducimos notablemente el riesgo. I got to chat about some of the criteria we look for and why inflection point investing can be very rewarding. Here's a great recent example $TMG.V $TMGEF I got to chat about some of the criteria we look for and why inflection point investing can be very rewarding. Here's a great recent example $TMG.V $TMGEF"
X Link 2024-01-14T11:20Z [----] followers, [--] engagements
"Y tal como anticipbamos Sandridge $SD acaba de anunciar hoy un dividendo especial de $1.5 y un aumento del dividendo del 10%. Considerado que la accin est a $13.5 slo el dividendo especial supone un 11% de rentabilidad🚀 https://s21.q4cdn.com/174552385/files/doc_news/2024/January/16/SandRidge-Press-Release-1-16-24_vF.pdf @mtneerski There's a 0.1$ quarterly and they paid $2 in special divided in Q3. $2+4*0.1=$2.4. $2.4/$15 = 16%. Obviously we bought at a cheaper price so our yield is way higher. Right now they have $232M in cash so either a big acquisition is made or another special div is"
X Link 2024-01-16T17:22Z [----] followers, [----] engagements
"NowVertical $NOW new CEO share position disclosed. $277300 = [------] shares at $0.47 (on Jan 12th) NowVertical Appoints Sandeep Mendiratta as CEO gearing up for global expansion. Read More: https://t.co/fNTx2y3YJj $NOW.V #AI #DataAnalytics https://t.co/4caOxlrv85 NowVertical Appoints Sandeep Mendiratta as CEO gearing up for global expansion. Read More: https://t.co/fNTx2y3YJj $NOW.V #AI #DataAnalytics https://t.co/4caOxlrv85"
X Link 2024-01-24T11:41Z [----] followers, [----] engagements
"💥En estas ltimas semanas [--] de nuestras empresas en cartera consiguieron su primer 2x bagger duplicando la inversin inicial 🚀 Felicidades a Propel $PRL y a ASML $ASML 🎉🎉🎉#Castaar #NFA"
X Link 2024-01-26T12:26Z [----] followers, [--] engagements
"Toyota President: 🔌How can EVs be the future when a billion people on Earth have no electricity 🌫EVs aren't the silver bulletagainst the supposed ills of carbon emissions 🪫Mistrust of lithium-ion batteries ⚡Against governments pushing for 100% EVs"
X Link 2024-01-27T10:39Z [----] followers, [---] engagements
"Pinterest $PINS has always been the Social Media app's underdog. 📲👥💡 It's the only platform that doesn't have to attract buyers and they actually go there looking for shopping content and creative ideas. Also it's been a great investment60% #NFA"
X Link 2024-01-30T09:51Z [----] followers, [---] engagements
"Muy contento de poder seguir otro ao ms aportando mi granito de arena a la Educacin Financiera de Espaa de la mano de @MomentumFinanc3 🗞Newsletter GRATUITA para todos los pblicos donde encontraris tesis de inversin anlisis de sectores.👇👇"
X Link 2024-02-14T09:48Z [----] followers, [--] engagements
"@Marcom3331 Pluribus es slo una de las +30 empresas en cartera y un error de inversin reconocido mltiples veces. Un alto coste de la deuda+retraso en las ventas+management lento en reaccionar ha hecho que est al punto de la bancarrota. De ah que a 31/12/2023 slo pesara un 0.5%"
X Link 2024-02-29T12:41Z [----] followers, [--] engagements
"@pijoushares Unos resultados muy malos pero creo que la han penalizado en exceso. Ahora mismo es una empresa de $370M en M. Cap. que tiene en sus almacenes $328M en motores aeronaves y equipamiento de los cuales $200M ya estn listos para la venta"
X Link 2024-03-08T18:10Z [----] followers, [--] engagements
"⚠It's very dangerous to normalize earnings at the peak of the cycle as it is to do it at the bottom of it. As @Invesquotes has tirelessly explained this is one of the mistakes retail investors are making with $NVDA. Below is the evolution of the LTM PE"
X Link 2024-03-09T11:52Z [----] followers, [----] engagements
"After reaching "bubble" levels of P/E 240x its P/E is now at a more reasonable level of 70x (its EPS grew 7-fold last year). Below are both metrics together and we can see clearly how the P/E ratio decreased as the cycle reversed:"
X Link 2024-03-09T11:52Z [----] followers, [---] engagements
"One easy way we have of dampening this effect is by looking forward and taking NTM EPS. In this case $NVDA P/E ratio is only 36x Although I'd argue that extrapolating by only [--] months might even not be enough:"
X Link 2024-03-09T11:53Z [----] followers, [---] engagements
"It's also very interesting how this discordance didn't happened with $ASML for instance:"
X Link 2024-03-09T12:07Z [----] followers, [---] engagements
"Algo que me encant del evento de ayer fue la cantidad de tiempo que hubo para charlar y hablar sobre empresas con otros gestores e inversores"
X Link 2024-03-17T10:47Z [----] followers, [--] engagements
"📣Te cuento ms sobre mi participacin en el #GranEventoVIFM del pasado sbado. Como ya he adelantado present mi tesis sobre @atlasepmedia $AEP una #microcap canadiense del sector de la #construccin. 🧵Dentro hilo:"
X Link 2024-03-21T09:36Z [----] followers, [--] engagements
"📋Durante el evento tambin pude disfrutar de las interesantsimas tesis presentadas por el resto de ponentes. Un lujo compartir cartel con vosotros 🎙@foso_defensivo Csar @pedroleongarci2 Toms @dougcan @gabcasla Alex @HolyFinance Emanuel Alejandro @The_Godas"
X Link 2024-03-21T09:37Z [----] followers, [--] engagements
"🤝🏻Con lleno absoluto y una localizacin inmejorable en Talent Garden Madrid no faltaron los momentos para pasar tiempo de #networking en familia durante los coffee breaks. Por cierto el catering delicioso"
X Link 2024-03-21T09:37Z [----] followers, [--] engagements
"Os recuerdo que este mircoles estar en Value School hablando de 🛢 Apuntaros"
X Link 2024-04-01T12:17Z [----] followers, [--] engagements
"El pasado mircoles estuve en @Value_school hablando de por qu es el momento de invertir en #petrleo. 🧵Te cuento mi experiencia en este hilo:"
X Link 2024-04-05T10:15Z [----] followers, [--] engagements
"📈Debido a su gran potencial de rentabilidad/riesgo el petrleo debera formar parte de todas las carteras. Durante la charla comentamos qu tener en cuenta para #invertir con xito en petrleo y las razones por las que nos encontramos en el mejor momento para hacerlo"
X Link 2024-04-05T10:15Z [----] followers, [--] engagements
"🌿Fue una grata sorpresa encontrar la sala a rebosar de interesados en este tema. Gracias a todos los asistentes por desplazarse en persona hasta #ValueSchool tras su jornada laboral"
X Link 2024-04-05T10:15Z [----] followers, [--] engagements
"$AEP #NFA Omg we talking trusses and panels You aren't bullish enough. LFG $aep.v Omg we talking trusses and panels You aren't bullish enough. LFG $aep.v"
X Link 2024-04-06T10:05Z [----] followers, [---] engagements
"Desde nuestro "gafas" de europeos es difcil de entender pero os imaginis construir un edificio de [--] plantas de madera sta es una de las muchas leyes que se estn cambiando en para solventar la crisis inmobiliaria. $AEP #NFA Ontario Expanding Mass Timber Construction Up to [--] Storeys Mass timber expansion will help build more homes and support Ontarios forestry sector https://t.co/CfcsVRcRV2 Ontario Expanding Mass Timber Construction Up to [--] Storeys Mass timber expansion will help build more homes and support Ontarios forestry sector https://t.co/CfcsVRcRV2"
X Link 2024-04-09T10:09Z [----] followers, [---] engagements
"📊Hoy me gustara compartir con vosotros de una manera muy sencilla y resumida nuestra #tesis de inversin de SandRidge Energy $SD una empresa de O&G estadounidense: #NFA"
X Link 2024-04-25T08:21Z [----] followers, [--] engagements
"📞Jess dime una empresa para invertir en #petrleo que quiero invertir en O&G. Esta pregunta es muy comn y tiene difcil respuesta. La industria del O&G es muy voltil. Es importante hacer una gestin activa de la cartera y ser flexible. 🧵Factores a tener en cuenta:"
X Link 2024-05-09T09:09Z [----] followers, [--] engagements
"🌍Lo primero que debemos decidir es en qu geografa invertir. En mi caso hay jurisdicciones que no me gustan (Europa) y hay empresas que tienen sus prospecciones en pases de alto riesgo. Todo esto deber tenerse en cuenta en el margen de seguridad"
X Link 2024-05-09T09:09Z [----] followers, [--] engagements
"📊De cara a la valoracin yo siempre recomiendo mirar el EV/FCF a uno o dos aos. En O&G el Net Income es muy engaoso por lo que hay que mirar siempre el FCF. Adems dados los altos niveles de deuda que suelen tener estas compaas es mejor mirar el EV que el Market Cap"
X Link 2024-05-09T09:09Z [----] followers, [--] engagements
"🔬Por otro lado hay que mirar muy bien qu ocurre con el CF. Cunto se invierte Cunto se retorna al accionista en recompras/dividendos Se estn reduciendo el nmero de acciones"
X Link 2024-05-09T09:09Z [----] followers, [--] engagements
"💼Una vez tenemos nuestra short list debemos hacer una gestin muy activa de la cartera. En O&G hay eventos casi a diario que hacen que tengamos que ser muy flexibles en la asignacin de pesos. Gestin activa gestin activa gestin activa"
X Link 2024-05-09T09:09Z [----] followers, [--] engagements
"📈Por ltimo hay algunas empresas que dan unos dividendos substanciosos (15%) que intentamos aprovechar al mximo aumentando la posicin en esos das (ej: SD PBR EC)"
X Link 2024-05-09T09:09Z [----] followers, [--] engagements
"Nota: Ninguna de las empresas aqu comentadas supone una recomendacin de inversin y son mencionadas a modo ilustrativo"
X Link 2024-05-09T09:09Z [----] followers, [--] engagements
"$AEP #NFA If only there were Canadian companies working towards this goal. If only there were Canadian companies working towards this goal"
X Link 2024-05-19T14:53Z [----] followers, [---] engagements
"Desde es difcil de entender este tipo de construccin residencial pero en Norteamrica es lo estndar. Increble este vdeo desde un dron de $AEP #NFA"
X Link 2024-05-21T16:11Z [----] followers, [--] engagements
"Los mercados financieros son el elemento ms democratizador que existe. 🌍Estn abiertos a todo el mundo. 💰No hay inversin mnima. 🤝🏻No importa tu estatus social raza ni gnero"
X Link 2024-05-23T09:12Z [----] followers, [--] engagements
"Por ello creamos #CastaarIF para fomentar el ahorro abrir la #inversin profesional a todo el mundo y guiarte en el camino hacia la independencia financiera"
X Link 2024-05-23T09:12Z [----] followers, [--] engagements
"💥Castaar IF se posiciona en el Top [--] de fondos de Espaa con una rentabilidad en lo que llevamos de ao del 12.4%.🔝 Seguimos 💪 Muchas gracias @ValueBilbao por la labor de seguimiento que est haciendo"
X Link 2024-05-24T11:33Z [----] followers, [--] engagements
"$AEP vende a EEUU por primera vez desde hace aos. Esto junto con la nueva fbrica que va a construir en Clinton ON ofrece mucho futuro por delante (MI NY OH PA.) Nota: Clinton --Detroit MI (2h30m) Clinton --Buffalo NY (3h) #NFA Atlas Engineered Products $AEP.V $APEUF Announces Cross Border Partnership with Westhaven Builders. Westhaven Builders a general contractor in the USA has established itself as an industry leader currently managing over $146 million in projects. https://t.co/Y0960m6i0M Atlas Engineered Products $AEP.V $APEUF Announces Cross Border Partnership with Westhaven Builders."
X Link 2024-05-24T11:43Z [----] followers, [----] engagements
"🔝Excelente el anlisis que hace @EFernandezVidal de la evolucin de la industria de streaming📺"
X Link 2024-05-27T10:04Z [----] followers, [--] engagements
"@Value_school acaba de sacar en formato Podcast la charla que di explicando por qu el petrleo debera formar parte de todas las carteras. Acordaos que tambin est en YouTube donde podris seguir la charla y la gran cantidad de grficas que utilic en la presentacin"
X Link 2024-05-29T09:12Z [----] followers, [--] engagements
"Great results of $BRM (again): 📊M. Cap: $31M (10x TTM NI) 📈89% Rev growth YoY 🛒Order backlog $52M 🏷$6M New orders for the quarter BIOREM $BRM.V Announces Q1 Results and Continued Growth in Order Backlog. https://t.co/cRFP2zXiQM https://t.co/kNBKCkztY6 BIOREM $BRM.V Announces Q1 Results and Continued Growth in Order Backlog. https://t.co/cRFP2zXiQM https://t.co/kNBKCkztY6"
X Link 2024-05-29T09:25Z [----] followers, [---] engagements
"Como todos los aos nuestros amigos de @Value_school acaban de lanzar su curso de verano de este ao:🧑🏫🏖 ➡No os perdis este curso Yo dar una sesin sobre gestin de carteras pero el cartel es 🔝 Y por la noche cenita 🍤🍻todos juntos en la UFM👇"
X Link 2024-05-30T08:19Z [----] followers, [--] engagements
"🏅Saln de la Fama de Castaar IF🏅 Hoy comparto con vosotros el listado de empresas de nuestra cartera que ya pertenecen al club de las multi-baggers: Propel $PRL ASML $ASML Valeura $VLE Google $GOOG y ADF Group $DRX. 🙌🏻Enhorabuena a los partcipes"
X Link 2024-05-30T08:49Z [----] followers, [--] engagements
"To this great summary of Unai I'd add that we haven't seen yet LCF operating in peak season. This will be their first summer as part as $AEP $AEP.V recently reported its Q1 [----] results. Despite a challenging quarter it's essential not to judge AEP solely on short-term performance. Excluding Alberta where AEP doesn't operate there's a notable drop in housing starts especially in Ontario AEP's main market. https://t.co/7nybGc24SU $AEP.V recently reported its Q1 [----] results. Despite a challenging quarter it's essential not to judge AEP solely on short-term performance. Excluding Alberta where"
X Link 2024-06-03T08:44Z [----] followers, [----] engagements
"Duermes tranquilo cuando ests en manos de expertos y tienes cubierto el 50% de tu produccin a $80.3 WTI y $85.5 Brent hasta final de ao. $IPCO #NFA"
X Link 2024-06-05T08:34Z [----] followers, [--] engagements
"@alvarogomezolea Cuando se retir Mike le dije que debera crear un broker de O&G jajaja"
X Link 2024-06-05T08:55Z [----] followers, [--] engagements
"Great news for all our construction infrastructure financial and O&G companies 🏗🧱👷🏠🛢 Especially does that manufacture in C$ and sell in US$ (O&G🛢) $AEP $DRX $PRL $BTE $TVE $SCR $PD. #NFA"
X Link 2024-06-05T14:47Z [----] followers, [--] engagements
"S lo has ledo bien. $4700 millones para construir casas slo en la provincia de Ontario Esto unido a los primeros recortes de tipos de inters en Canad ayer son buensimas noticias para $AEP que sigue con sus planes de expansin y robtica. $AEP #NFA Governments sign $4.7 Billion deal to boost housing construction in Ontario. After months of squabbling Canadas three levels of government have come together to finalize $4.7 billion in funding from Ottawa to boost housing construction in Ontario. https://t.co/cS5oX0dfmI Governments sign $4.7 Billion deal to boost housing construction in Ontario."
X Link 2024-06-06T15:49Z [----] followers, [----] engagements
"$AEP https://www.linkedin.com/posts/andrewharris33_our-process-is-everything-we-excel-at-uncovering-activity-7204871830648623106-v4Juutm_source=share&utm_medium=member_desktop https://www.linkedin.com/posts/andrewharris33_our-process-is-everything-we-excel-at-uncovering-activity-7204871830648623106-v4Juutm_source=share&utm_medium=member_desktop"
X Link 2024-06-10T09:00Z [----] followers, [---] engagements
"Obviously I don't like it when management says something and does the opposite UNLESS they explain it clearly and justify the change in opinion. Let's dive into yesterday's $AEP financing: 🧵 https://www.atlasengineeredproducts.com/news/atlas-engineered-products-ltd-announces-4-million-bought-deal-and-8-million-concurrent-private-placement-offering https://www.atlasengineeredproducts.com/news/atlas-engineered-products-ltd-announces-4-million-bought-deal-and-8-million-concurrent-private-placement-offering"
X Link 2024-06-18T11:10Z [----] followers, [----] engagements
"Seems like there's a lot of appetite for $AEP shares and Clarus Comark and Echelon got jealous of Beacon and also want some: https://www.atlasengineeredproducts.com/news/atlas-engineered-products-ltd-announces-upsizing-of-private-placement-offering-to-9-5-million Obviously I don't like it when management says something and does the opposite UNLESS they explain it clearly and justify the change in opinion. Let's dive into yesterday's $AEP financing: 🧵 https://t.co/cBmLhzw5zc"
X Link 2024-06-18T13:19Z [----] followers, [----] engagements
"Muy oportuno 😂😂😂 $NVDA"
X Link 2024-06-19T09:46Z [----] followers, [---] engagements
"Commodities as a hedge against inflation: h/t: @albertrjf"
X Link 2024-06-24T14:00Z [----] followers, [----] engagements
"@AbrilQuim Estoy de acuerdo aunque no s cmo eso va a resolver el problema de iliquidez"
X Link 2024-06-27T08:59Z [----] followers, [--] engagements
"Field trip to Vancouver watching all the tankers waiting outside Westridge Marine Terminal the end point of the TransMountain pipeline (TMX)"
X Link 2024-07-28T00:59Z [----] followers, [---] engagements
"Another. Volvo Cars abandons [----] EV-only target https://www.reuters.com/business/autos-transportation/volvo-cars-scales-back-electric-vehicle-ambition-2024-09-04/ https://www.reuters.com/business/autos-transportation/volvo-cars-scales-back-electric-vehicle-ambition-2024-09-04/"
X Link 2024-09-05T19:15Z [----] followers, [---] engagements
"Atlas $AEP continues expanding with a new acquisition: ➡0.35x P/S ➡4x P/E ➡3.3x P/Adj. EBITDA It's a pity we couldn't buy the land too. It makes these metrics tricky. Atlas Engineered Products $AEP.V $APEUF Announces Due Diligence Completion for Future Acquisition in Western Canada. https://t.co/ZjWnWqokmm Atlas Engineered Products $AEP.V $APEUF Announces Due Diligence Completion for Future Acquisition in Western Canada. https://t.co/ZjWnWqokmm"
X Link 2024-09-16T11:48Z [----] followers, [----] engagements
"@compoundpapi Automatization. What's $AEP doing"
X Link 2024-09-16T20:46Z [----] followers, [---] engagements
"@Value_school acaba de publicar mi tesis de inversin en @atlasepmedia $AEP 🏗 Small-cap compounder dirigida por su fundador (11% own.) ciclo a su favor catalizadores que ya se estn materializando creciendo en ventas al [--] % y expandiendo mrgenes"
X Link 2024-09-19T13:40Z [----] followers, [--] engagements
"Another $55M contract for this $330M micro-cap company. Total backlog +$400M $DRX 🏗🚧 https://ceo.ca/@newswire/adf-group-announces-the-signing-of-a-series-of-new https://ceo.ca/@newswire/adf-group-announces-the-signing-of-a-series-of-new"
X Link 2024-09-24T17:01Z [----] followers, [---] engagements
"🎙Ayer estuve con @Alma_Navarro en @negocios_tv hablando sobre la situacin en Oriente Medio🛢 el impacto de los recortes de tipos y dnde vemos oportunidades de inversin en #Castaar: 🏗👷💱💵🏦"
X Link 2024-10-09T09:13Z [----] followers, [--] engagements
"@Alma_Navarro @negocios_tv Compaas mencionadas: $BLDR $AEP $VTY $DE $DRX $TMG $BRM $SOFI $PRL Ninguna de estas empresas supone una recomendacin de inversin y se nombran de manera ilustrativa"
X Link 2024-10-09T10:31Z [----] followers, [--] engagements
"$100k de compra de acciones del CEO de $TMG Thermal Energy internationals $TMG.V $TMGEF CEO William Crossland with some significant buys. [------] Shares @ $0.20 per share. https://t.co/wxkx8511tS Thermal Energy internationals $TMG.V $TMGEF CEO William Crossland with some significant buys. [------] Shares @ $0.20 per share. https://t.co/wxkx8511tS"
X Link 2024-11-07T10:40Z [----] followers, [----] engagements
"@InversorInforma $STC es un turn-around pero IMHO creo que est muy avanzado y el riesgo es muy bajo. Est en Other Bets. Ahora mismo es un negocio que: - 80% ARR - 80% Gross Margin - 5x EV/EBITDA [----] - Debt/EBITDA target 15x (end 2025) - Cash $16M - FY25 will have 70% reduction in costs"
X Link 2024-11-11T14:48Z [----] followers, [---] engagements
"@InversorInforma Desde mi punto de vista $STC es como $VET una empresa que no gusta al mercado. Pero si te aislas del ruido los nmeros estn ah Y adems en el caso de STC han cambiado a la directiva"
X Link 2024-11-11T14:55Z [----] followers, [---] engagements
"First Building Permits then construction. $AEP Canada Building permits September [----]. The total value of building permits in Canada increased 11.5% reaching the second-highest level since the start of the new series in January [----]. Ontario's construction intentions grew 25.0% in September [----] leading gains in both the https://t.co/PySBUG6bzE Canada Building permits September [----]. The total value of building permits in Canada increased 11.5% reaching the second-highest level since the start of the new series in January [----]. Ontario's construction intentions grew 25.0% in September 2024"
X Link 2024-11-12T19:06Z [----] followers, [----] engagements
"@TTotalOne All the funds and institutions that invest in this MSCI index will be forced to buy Propel"
X Link 2024-11-13T19:50Z [----] followers, [--] engagements
"Lexington One has installed Gatekeepers Student Protector stop arm cameras on [---] buses in the fleet marking one of Gatekeeper's largest single deployments of Student Protector stop arm cameras to date. $GSI #Castaar #DYODD Gatekeeper completes contract with Lexington County School District One featuring a landmark deployment of Student Protector stop arm cameras https://t.co/VfR6jrCZPk $GSI.V $GKPR https://t.co/ctGeJ0b7jv Gatekeeper completes contract with Lexington County School District One featuring a landmark deployment of Student Protector stop arm cameras https://t.co/VfR6jrCZPk $GSI.V"
X Link 2024-11-22T11:09Z [----] followers, [---] engagements
"Ayer volv al "plat" de @negocios_tv para discutir con @Alma_Navarro la situacin actual de la economa. - The PCE index rose to 2.3% YoY. - Core inflation showed even stronger readings with an increase of 0.3% on a monthly basis. Spending rose 0.4% on the month as forecast while personal income jumped 0.6% well above the 0.3% estimate. - Eurozone inflation ticked up to 2.3% YoY as expected. Core (ex-energy food) was flat for [--] months at 2.7%. - Canada's GDP grew 1% in Q3 yoy below analysts expectations - Germany and France at the world bottom of the Manuf. PMI and Spain in top [--] "El rally de"
X Link 2024-12-03T10:16Z [----] followers, [---] engagements
"Now imagine that US production stops growing. 1/n Oil production from Argentina Canada Brazil and Guyana has risen since April [----] at an average rate of 0.5🛢/d per year Including the US Oil Production has risen 1.2m🛢/d per year ➡ US has provided almost 60% https://t.co/NtWbpLqeuT https://t.co/okVazrdJPH 1/n Oil production from Argentina Canada Brazil and Guyana has risen since April [----] at an average rate of 0.5🛢/d per year Including the US Oil Production has risen 1.2m🛢/d per year ➡ US has provided almost 60% https://t.co/NtWbpLqeuT https://t.co/okVazrdJPH"
X Link 2024-12-13T11:56Z [----] followers, [---] engagements
"@Amaensanchaalma Trump can say/tweet whatever he wants the CEO's of ALL🛢 companies have already said that (at this prices) they are not gonna even put the capex required to replenish this year's depletion. Why would they want to increase production so that the prices go even lower"
X Link 2024-12-13T12:15Z [----] followers, [--] engagements
"How the narrative changes Politicians (i.e. Trump) can say one thing but companies do the opposite: 2019: Norways sovereign wealth fund divests from oil and gas 2024: 👇 https://www.offshore-technology.com/features/norways-sovereign-wealth-fund-divests-from-oil-and-gas/ Norway oil and gas industry eyes record investment in [----] https://t.co/pAuNKSg8Rn https://www.offshore-technology.com/features/norways-sovereign-wealth-fund-divests-from-oil-and-gas/ Norway oil and gas industry eyes record investment in [----] https://t.co/pAuNKSg8Rn"
X Link 2024-12-19T10:42Z [----] followers, [---] engagements
"En estos das estamos viendo como las tensiones se acumulan en el Este de Europa (Estonia Eslovaquia.) debido a dependencia energtica histrica del gas ultra-barato Ruso. Europa disfrutaba de una ventaja competitiva muy importante pero hemos decidido dispararnos en el pie International Natural Gas prices Post-2020 North America has gained an energy cost advantage over the rest of the world The loss of Russian gas via pipeline has caused structural damage to the competitiveness of the rest of economies w/o local sourcing https://t.co/3VzPEcfdBr https://t.co/jdw9aMPSVX International Natural Gas"
X Link 2025-01-03T15:29Z [----] followers, [---] engagements
"Uno de los problemas de invertir en pequeas joyas es que tarde o temprano alguien te las quita. Aunque es una ganancia rpida (el precio de compra es un 56% sobre la ltima cotizacin) creo que $CTS vala bastante ms. Converge has announced it has entered into a definitive agreement to be acquired by H.I.G. Capital. Through this transaction Converge will join with Mainline. The goal of this acquisition is to invest in our people our tech & future growth of the org. https://t.co/PzDEHiRAyH https://t.co/dSwMfA85rO Converge has announced it has entered into a definitive agreement to be acquired by"
X Link 2025-02-07T13:22Z [----] followers, [----] engagements
"$GEO A compounding machine: "We've never been more bullish" "We are reinvesting all the OCF in new rigs" @Geodrill_GH https://www.geodrill.ltd/wp-content/uploads/2025/03/geo20250303.pdf https://www.geodrill.ltd/wp-content/uploads/2025/03/geo20250303.pdf"
X Link 2025-03-03T15:53Z [----] followers, [---] engagements
"Warren Buffett calls Trumps tariffs a tax on goods says the tooth fairy doesnt pay em https://www.cnbc.com/2025/03/02/warren-buffett-calls-trumps-tariffs-a-tax-on-goods-says-the-tooth-fairy-doesnt-pay-em.html https://www.cnbc.com/2025/03/02/warren-buffett-calls-trumps-tariffs-a-tax-on-goods-says-the-tooth-fairy-doesnt-pay-em.html"
X Link 2025-03-03T18:11Z [----] followers, [----] engagements
"Prof. Arthur Dong graciously invited me yesterday as a guest speaker for his MBA course on #ValueInvestingwhich he teaches at Georgetown University McDonough School of Business @msbgu. I can't describe the feeling of being back in that room after so many years and sharing one of my dearest passions with all the students. Thank you Professor for this opportunity"
X Link 2025-03-14T17:36Z [----] followers, [---] engagements
"Housing will be a key discussion point in the upcoming Canadian election $AEP Mark Carney says prefabricated and modular housing is the future and announces a $25 billion plan to "scale the industry up massively." https://t.co/WfIgET2sKX Mark Carney says prefabricated and modular housing is the future and announces a $25 billion plan to "scale the industry up massively." https://t.co/WfIgET2sKX"
X Link 2025-04-09T11:35Z [----] followers, [---] engagements
"$DRX ADF Group repurchasing as much as the market volume allows them:🏗💸 Posicin 🔝1 de Castaar Nota: No es una recomendacin de inversin haz tu propia DD"
X Link 2025-05-07T09:40Z [----] followers, [----] engagements
"Interesting research on $MCB business👇 Long $MCB.TO oilfield automation and services $90mm CAD market cap. This is a [---] year old company thats been providing oilfield equipment for over [--] years. The current CEO has been with the company since [----]. Profitable growing trading at 9x TTM earnings backing out https://t.co/INLwEiRviN Long $MCB.TO oilfield automation and services $90mm CAD market cap. This is a [---] year old company thats been providing oilfield equipment for over [--] years. The current CEO has been with the company since [----]. Profitable growing trading at 9x TTM earnings backing"
X Link 2025-05-12T09:24Z [----] followers, [---] engagements
"Outstanding results of $GEO @Geodrill_GH position Top [--] of Castaar IF. Strong demand generating abundant CF and reinvesting everything in their business at 20% ROCE"
X Link 2025-05-12T15:25Z [----] followers, [---] engagements
"$TVE was a Top Pick of @ericnuttall on @marketcall yesterday 🔝 https://www.bnnbloomberg.ca/video/shows/market-call/2025/05/20/eric-nuttalls-top-picks-expand-energy-nuvista-tamarack-valley/ $TVE @TamarackLtd Q1 Results: 💵FFF per share grew 100% YoY (20% FCF yield) 🛒Bought back 2.4% of common shares Guidance unchanged 📉Production expense 23% YoY improvement 💲Paid C$216M in debt 🛢💰Netback C$45/bbl https://t.co/sB6JXy2NVj https://www.bnnbloomberg.ca/video/shows/market-call/2025/05/20/eric-nuttalls-top-picks-expand-energy-nuvista-tamarack-valley/ $TVE @TamarackLtd Q1 Results: 💵FFF per"
X Link 2025-05-22T09:16Z [----] followers, [----] engagements
"$GSI 🚍 New $800k project + $100k in ARR Gatekeeper announces school bus video upgrade and subscriptions contract in Florida https://t.co/UFRSJwjG1u $GSI.V $GKPRF https://t.co/dXnLlJcjGm Gatekeeper announces school bus video upgrade and subscriptions contract in Florida https://t.co/UFRSJwjG1u $GSI.V $GKPRF https://t.co/dXnLlJcjGm"
X Link 2025-05-22T15:13Z [----] followers, [----] engagements
"Os dejo un hilo de @jorge_moj en el que analiza $SOIL una de las empresas que discutimos en la entrevista con @WorldStockss https://x.com/jorge_moj/status/1927317018505539738t=1ggEKfSvBkkQcs3hSzUzng&s=08 $SOIL Saskatchewan Crude Oil prod y-o-y inc. CPG assets➡ +0.9k🛢/d ➡ [--] net wells on production in the last [--] months for 200m c$ ➡ [--] wells for flat prod in Sask (145m c$) ➡ Cover 4.2k🛢/d decline ➡ Planned [---] wells (236m c$)➡ +2.7k🛢/d Note: 3.4k🛢/d not Saturn's https://t.co/dIXUkutHzy https://x.com/jorge_moj/status/1927317018505539738t=1ggEKfSvBkkQcs3hSzUzng&s=08 $SOIL Saskatchewan Crude"
X Link 2025-05-27T11:00Z [----] followers, [---] engagements
"$SOIL Q2 Capex and FCF https://x.com/jorge_moj/status/1925525014054343058 https://x.com/jorge_moj/status/1925525014054343058"
X Link 2025-05-29T11:13Z [----] followers, [--] engagements
"As they announced last year $AEP had [--] acquisitions ready to go but wanted to wait untill spring to avoid carrying the costs during the low season (winter). Here's the first one: @atlasepmedia https://www.newswire.ca/news-releases/atlas-engineered-products-announces-acquisition-of-truss-worthy-construction-systems-inc-in-ontario-canada-850091602.html https://www.newswire.ca/news-releases/atlas-engineered-products-announces-acquisition-of-truss-worthy-construction-systems-inc-in-ontario-canada-850091602.html"
X Link 2025-06-02T14:42Z [----] followers, [---] engagements
"2 more contracts for $GSI announced recently. Great job @GatekeeperGSI $GSI 🚍 New $800k project + $100k in ARR $GSI 🚍 New $800k project + $100k in ARR"
X Link 2025-06-04T09:06Z [----] followers, [----] engagements
"And another new customer $GSI [--] more contracts for $GSI announced recently. Great job @GatekeeperGSI https://t.co/O0z1LT1QKE [--] more contracts for $GSI announced recently. Great job @GatekeeperGSI https://t.co/O0z1LT1QKE"
X Link 2025-06-04T13:10Z [----] followers, [---] engagements
"$AEP Steady and constant repurchases.💸 @atlasepmedia @hadiabassi @PaulAndreola"
X Link 2025-06-05T09:39Z [----] followers, [---] engagements
"$SOIL SIB details: https://www.newsfilecorp.com/release/255277/ Mientras muchas empresas de O&G estn reduciendo la produccin exploracin y recompras por los bajos precios de 🛢 $SOIL aprovecha la situacin para pisar fuerte el acelerador y aprovechar el descuento de sus acciones con una recompra masiva de acciones👇 @SaturnOilGas https://www.newsfilecorp.com/release/255277/ Mientras muchas empresas de O&G estn reduciendo la produccin exploracin y recompras por los bajos precios de 🛢 $SOIL aprovecha la situacin para pisar fuerte el acelerador y aprovechar el descuento de sus acciones con una"
X Link 2025-06-12T11:16Z [----] followers, [---] engagements
"La racha contina Publicado en In the last [--] days: [--]. Nevada ($523k US + SaaS) - school bus [--]. Floride ($783k US + SaaS) - school bus [--]. Indiana ($333k US + SaaS) - school bus [--]. Virginia ($315k US + SaaS) - school bus [--]. Florida ($180k US + SaaS) - school bus [--]. Missouri ($900k US + SaaS) - factory installed by OEM [--]. Nebraska ($307k US + SaaS) - factory installed by OEM [--]. California ($131k US + SaaS) - school bus [--]. Oregon ($1.4 MIL US + SaaS) - new transit agency http://ceo.ca http://ceo.ca Seguimos $GSI https://t.co/UbonJ0Qjq0 http://ceo.ca http://ceo.ca Seguimos $GSI"
X Link 2025-06-13T14:34Z [----] followers, [----] engagements
"$DMX https://districtmetals.com/district-comments-on-uranium-mining-announcement-from-the-swedish-government-3/ https://districtmetals.com/district-comments-on-uranium-mining-announcement-from-the-swedish-government-3/"
X Link 2025-06-16T08:41Z [----] followers, [--] engagements
"Some estimates for $DMX @Tone_San_Can_Es Using Aura Energys [----] Hggn Scoping Study as a like-for-like yard-stick (Hggn sits only [--] km north of Viken in the same alum-shale belt has similar metallurgy and its September-2023 study is the freshest datapoint we have.) @Tone_San_Can_Es Using Aura Energys [----] Hggn Scoping Study as a like-for-like yard-stick (Hggn sits only [--] km north of Viken in the same alum-shale belt has similar metallurgy and its September-2023 study is the freshest datapoint we have.)"
X Link 2025-06-24T19:58Z [----] followers, [----] engagements
"Some insiders' purchases in $DBO including the new CEO @dboxtech"
X Link 2025-06-27T07:29Z [----] followers, [---] engagements
"Nasdaq concentration: h/t @QCompounding"
X Link 2025-07-03T12:04Z [----] followers, [---] engagements
"https://www.bloomberg.com/news/articles/2025-07-17/hedge-funds-take-aim-at-small-cap-stocks-after-torrid-rally https://www.bloomberg.com/news/articles/2025-07-17/hedge-funds-take-aim-at-small-cap-stocks-after-torrid-rally"
X Link 2025-07-18T13:38Z [----] followers, [---] engagements
"$AEP new acquisition moving away from Toronto and Vancouver (with decreasing housing markets) and entering into Saskatchewan @atlasepmedia https://www.atlasengineeredproducts.com/news/atlas-engineered-products-announces-acquisition-of-penn-truss-mfg-inc-in-saskatchewan-canada https://www.atlasengineeredproducts.com/news/atlas-engineered-products-announces-acquisition-of-penn-truss-mfg-inc-in-saskatchewan-canada"
X Link 2025-07-25T11:51Z [----] followers, [---] engagements
"16% de subida de $SPOT Buen ejemplo de pricing power"
X Link 2025-08-11T20:06Z [----] followers, [---] engagements
"Interview of Districk Metals $DMX CEO Garrett Ainsworth in the annual event of @ValueInvestingS and @The_Godas. Kudos to @Tone_San_Can_Es who brought him all the way to Madrid. Disclaimer: $DMX is top position of #CastaarIF do your own due diligence https://www.youtube.com/watchv=rUZqooCsC2o 🎙Turno de Garrett Ainsworth CEO de @district_metals $DMX empresa de exploracin basada en la #geociencia. 🔺Estructura accionarial. 🔺Suecia como jurisdiccin minera de primer nivel. 🔺Moratoria del uranio. A pleasure to have you on board Garrett #GranEventoVIFM https://t.co/WFehIgX1yA"
X Link 2025-08-15T14:01Z [----] followers, [----] engagements
"Reading about risk management 👇🧵"
X Link 2025-08-20T20:07Z [----] followers, [---] engagements
"Airbus A380 NeXT Inc Cybertruck satellite telephones electric Harley-Davidson. How many times we've seen companies wasting money on R&D on products not understood not needed not competitive or not profitable. https://t.co/CuCtcG6agW How many times we've seen companies wasting money on R&D on products not understood not needed not competitive or not profitable. https://t.co/CuCtcG6agW"
X Link 2025-08-20T20:49Z [----] followers, [---] engagements
"ExxonMobil Global Outlook https://corporate.exxonmobil.com/sustainability-and-reports/global-outlook/developing-countries-use-25-percent-more-energy https://corporate.exxonmobil.com/sustainability-and-reports/global-outlook/developing-countries-use-25-percent-more-energy"
X Link 2025-08-29T16:37Z [----] followers, [---] engagements
""The worlds biggest oil and gas companies are cutting jobs slashing costs and scaling back investments at the fastest pace since the coronavirus market collapse as executives brace for a prolonged period of lower crude prices. Thousands of jobs have been cut across the industry at companies including Chevron and BP with tens of billions of additional cost savings promised. Spending plans have been reined in with some projects paused or put up for sale as groups seek to balance the books. The US shale industry has been hit particularly hard with ConocoPhillips last week becoming the latest to"
X Link 2025-09-09T14:08Z [----] followers, [----] engagements
"Goodwin $GDWN latest report gave us a glimpse of the R&D the company is working on. Great analysis from @Arregius about Duvelco one of their many subsidiaries. #Castaar #DYODD 1/6 🧵 Let's talk about Duvelco a rising star in the polyimide manufacturing industry 💥 This subsidiary of Goodwin (#GDWN) is all about producing specialized polyimide resins crucial for high-temperature & critical applications. Here's why you should keep an eye on them 👇 1/6 🧵 Let's talk about Duvelco a rising star in the polyimide manufacturing industry 💥 This subsidiary of Goodwin (#GDWN) is all about producing"
X Link 2024-08-25T15:51Z [----] followers, [----] engagements
"New trading update from Goodwin $GDWN Goodwin $GDWN latest report gave us a glimpse of the R&D the company is working on. Great analysis from @Arregius about Duvelco one of their many subsidiaries. #Castaar #DYODD Goodwin $GDWN latest report gave us a glimpse of the R&D the company is working on. Great analysis from @Arregius about Duvelco one of their many subsidiaries. #Castaar #DYODD"
X Link 2024-09-25T09:44Z [----] followers, [---] engagements
"Resalto los titulares pero el hilo merece la pena $SOIL: 💵FCF yield: 42% 💰Saturn has achieved in last [--] months with av. WTI of 67.6$ the FCF it expected in June-24 at 80$ WTI 🛒Buybacks: -7.7% 1/n Saturn Oil Q3-25 $SOIL Saturn has achieved in last [--] months with av. WTI🛢of 67.6$ the FCF it expected in June-24 at 80$ WTI🛢 * AFF: 472m c$ * CapEx: 264m c$ - [----] net wells * FCF: 209m c$ ➡ FCF Netback 13.9c$/🛢 Prod: 41.1k🛢/d vs 39k🛢/d ➡ 0.7k🛢/d acquired prod https://t.co/hMiyvcOYUo 1/n Saturn Oil Q3-25 $SOIL Saturn has achieved in last [--] months with av. WTI🛢of 67.6$ the FCF it expected"
X Link 2025-11-06T10:21Z [----] followers, [----] engagements
"Great analysis of $JOY and the role its CEO is playing in the company's strategy. By @Josh_Young_1 from @BisonInterests . Alex Verge Is Bringing His Winning Formula To Journey Energy https://seekingalpha.com/article/4578967-alex-verge-is-bringing-his-winning-formula-to-journey-energysource=LinkedIn https://seekingalpha.com/article/4578967-alex-verge-is-bringing-his-winning-formula-to-journey-energysource=LinkedIn"
X Link 2023-02-23T23:23Z [----] followers, [---] engagements
"@CasaReal Hoya Saxa"
X Link 2023-05-31T13:29Z [----] followers, [----] engagements
"$VTY Looks like $VTY will be added to the FTSE [---] https://t.co/so0uU2EGSI Looks like $VTY will be added to the FTSE [---] https://t.co/so0uU2EGSI"
X Link 2024-05-29T10:15Z [----] followers, [---] engagements
"$AEP thesis in one pic h/t @danieldimitrov"
X Link 2024-10-03T17:23Z [----] followers, [----] engagements
"Y ya van [--] $ZOMD Thanks @gillani_rahil 🙏"
X Link 2024-10-10T12:08Z [----] followers, [----] engagements
"Congrats @clivekinross 👏👏👏 CEO and founder of Propel Holdings named EY Entrepreneur Of The Year [----] Ontario $PRL https://www.ey.com/en_ca/news/2024/10/ceo-and-founder-of-propel-holdings-named-ey-entrepreneur-of-the-year-2024-ontario https://www.ey.com/en_ca/news/2024/10/ceo-and-founder-of-propel-holdings-named-ey-entrepreneur-of-the-year-2024-ontario"
X Link 2024-10-25T14:25Z [----] followers, [---] engagements
"$PRL Propel added to the MSCI GLOBAL SMALL CAP INDEXES https://app2.msci.com/eqb/gimi/smallcap/MSCI_Nov24_SCPublicList.pdf https://app2.msci.com/eqb/gimi/smallcap/MSCI_Nov24_SCPublicList.pdf"
X Link 2024-11-13T14:29Z [----] followers, [----] engagements
"El management de Atlas $AEP buying the dip:"
X Link 2024-11-29T07:59Z [----] followers, [----] engagements
"$ZOMD Just do the math: +MC = $48M USD +NI = $8.9M USD"
X Link 2025-03-26T15:20Z [----] followers, [----] engagements
"@district_metals $DMW District Announces Inferred Mineral Resource Estimate of [---] Billion Tonnes at a Grade of [---] ppm U3O8 Containing [---] Billion Pounds U3O8 for the Viken Energy Metals Deposit in Sweden 🚀 https://www.districtmetals.com/news/district-announces-inferred-mineral-resource-estimate-of-43-billion-tonnes-at-a-grade-of-161-ppm-u3o8-containing-15-billion-pounds-u3o8-for-the-viken-energy-metals-deposit-in-sweden"
X Link 2025-04-29T08:08Z [----] followers, [--] engagements
"$ZOMD 🚀 https://ca.finance.yahoo.com/news/zoomd-announces-preliminary-q1-25-122000701.html https://ca.finance.yahoo.com/news/zoomd-announces-preliminary-q1-25-122000701.html"
X Link 2025-04-29T12:52Z [----] followers, [----] engagements
"Escuchemos lo que dice la industria y no los medios/polticos: https://ir.diamondbackenergy.com/news-releases/news-release-details/letter-stockholders-issued-diamondback-energy-inc-7 https://ir.diamondbackenergy.com/news-releases/news-release-details/letter-stockholders-issued-diamondback-energy-inc-7"
X Link 2025-05-13T11:08Z [----] followers, [---] engagements
"More repurchases. $ZTE"
X Link 2025-06-05T10:54Z [----] followers, [---] engagements
"Another $GSI [--] more contracts for $GSI announced recently. Great job @GatekeeperGSI https://t.co/O0z1LT1QKE [--] more contracts for $GSI announced recently. Great job @GatekeeperGSI https://t.co/O0z1LT1QKE"
X Link 2025-06-09T14:42Z [----] followers, [----] engagements
"Another $GSI La racha contina Publicado en https://t.co/FDIgUtVcb7: In the last [--] days: [--]. Nevada ($523k US + SaaS) - school bus [--]. Floride ($783k US + SaaS) - school bus [--]. Indiana ($333k US + SaaS) - school bus [--]. Virginia ($315k US + SaaS) - school bus [--]. Florida ($180k US + SaaS) - https://t.co/ze4ao5qvH7 La racha contina Publicado en https://t.co/FDIgUtVcb7: In the last [--] days: [--]. Nevada ($523k US + SaaS) - school bus [--]. Floride ($783k US + SaaS) - school bus [--]. Indiana ($333k US + SaaS) - school bus [--]. Virginia ($315k US + SaaS) - school bus [--]. Florida ($180k US + SaaS) -"
X Link 2025-06-26T07:24Z [----] followers, [----] engagements
"$VLE repurchases prices $7.8"
X Link 2025-07-07T09:34Z [----] followers, [---] engagements
"$DBO @nitinkinvests From Cinemark deck - all-time high quarterly DBOX admission revenue https://t.co/6Z2Wgf5zkV @nitinkinvests From Cinemark deck - all-time high quarterly DBOX admission revenue https://t.co/6Z2Wgf5zkV"
X Link 2025-08-02T09:27Z [----] followers, [---] engagements
"Otra adquisicin de Teqnion $TEQ Teqnion has acquired Birkett Bogmats UK Family-run business specialising in the supply of hardwood mats at competitive prices backed up by a responsive service "Birkett provides a crucial product to its customers" ➡ Adds 5.3M of sales to $TEQ: +4.3% https://t.co/HcXlKxZS5m https://t.co/AlBlSiuYbA Teqnion has acquired Birkett Bogmats UK Family-run business specialising in the supply of hardwood mats at competitive prices backed up by a responsive service "Birkett provides a crucial product to its customers" ➡ Adds 5.3M of sales to $TEQ: +4.3%"
X Link 2025-09-10T14:42Z [----] followers, [----] engagements
"Doing some field research after yesterday's conference $DTEA"
X Link 2025-09-17T22:14Z [----] followers, [---] engagements
"Yesterday was the deadline for submitting motions. A total of [--] were submitted. However the Centre Party and the Social Democrats have positioned themselves as open to uranium mining as a by-product (as proposed by $DMX). The distribution in parliament would be: $UUUU #uranium @district_metals"
X Link 2025-09-25T08:51Z [----] followers, [----] engagements
"Great article on D-Box $DBO: https://www.lapresse.ca/affaires/2025-10-02/d-box-vibre-en-bourse.php Esta maana he tenido el placer de visitar las instalaciones de D-Box $DBO @dboxtech. Qu gran equipo de ingenieros tenemos y qu gran producto Estoy convencido de que la visin de nuestro CEO @NaveenJPrasad y CFO David Reid nos va a llevar grandes sectores y nuevos mercados. https://t.co/YTcBYjLxcA https://www.lapresse.ca/affaires/2025-10-02/d-box-vibre-en-bourse.php Esta maana he tenido el placer de visitar las instalaciones de D-Box $DBO @dboxtech. Qu gran equipo de ingenieros tenemos y qu gran"
X Link 2025-10-03T11:19Z [----] followers, [----] engagements
"$DMX $U https://www.newsfilecorp.com/release/272357/District-Identifies-Large-MobileMT-Anomaly-Indicating-Significant-Alum-Shale-Potential-at-the-sterklen-Property-in-Sweden https://t.co/Jf1UqZZheO https://www.newsfilecorp.com/release/272357/District-Identifies-Large-MobileMT-Anomaly-Indicating-Significant-Alum-Shale-Potential-at-the-sterklen-Property-in-Sweden https://t.co/Jf1UqZZheO"
X Link 2025-10-29T07:09Z [----] followers, [----] engagements
"The first step is extracting the data. As IEA's website doesn't let me do it directly I used my friend @GeminiApp"
X Link 2025-11-13T11:06Z [----] followers, [--] engagements
"Then I calculated the growth vs [----]. Optically from the graph NG is the clear winner but will the data agree"
X Link 2025-11-13T11:06Z [----] followers, [---] engagements
"Enterprise Group $E la saca del estadio. El mercado no parece estar de acuerdo"
X Link 2025-11-13T15:00Z [----] followers, [---] engagements
"$PLAN 📽 The second replay of our event last week is now up on YouTube Here's Progressive Planet Solutions $PLAN.V @progressiveplan: https://t.co/oWpwIEgUSw 📽 The second replay of our event last week is now up on YouTube Here's Progressive Planet Solutions $PLAN.V @progressiveplan: https://t.co/oWpwIEgUSw"
X Link 2025-12-04T16:36Z [----] followers, [---] engagements
"@DonvilleKent's report is always a must-read:🔝 https://donvillekent.com/wp-content/uploads/2025/12/DKAM-ROE-Reporter-December-2025.pdf https://donvillekent.com/wp-content/uploads/2025/12/DKAM-ROE-Reporter-December-2025.pdf"
X Link 2025-12-05T15:29Z [----] followers, [---] engagements
"Never stop learning #backoncampus #hoyasaxa @Georgetown @GeorgetownHoyas @GeorgetownMSB"
X Link 2026-01-09T16:47Z [----] followers, [---] engagements
"Hoy he compartido este clip en el directo que hemos tenido con @MomentumFinanc3. El CEO de Exxon dando un bao de realidad al "deal" que defini Trump. Earlier in the week we heard the fantasyon Friday we heard the reality. Meaningful production adds are measured in years not months. By then with peak non-OPEC production the world will be begging for every barrel Venezuela can produce. https://t.co/MzxjN4Ba9L Earlier in the week we heard the fantasyon Friday we heard the reality. Meaningful production adds are measured in years not months. By then with peak non-OPEC production the world will be"
X Link 2026-01-11T23:24Z [----] followers, [----] engagements
"El canario en la mina OPENAI IS FALLING APART IN REAL TIME I've watched companies implode for decades. This one has all the warning signs. OpenAI declared "Code Red" in December. Altman sent an internal memo telling employees to drop everything because Google's Gemini [--] is eating their lunch. https://t.co/D9iJwOOmMe OPENAI IS FALLING APART IN REAL TIME I've watched companies implode for decades. This one has all the warning signs. OpenAI declared "Code Red" in December. Altman sent an internal memo telling employees to drop everything because Google's Gemini [--] is eating their lunch."
X Link 2026-01-21T15:54Z [----] followers, [----] engagements
"$AFM And now. https://africa.businessinsider.com/local/markets/congo-deepens-us-ties-with-formal-shortlist-of-high-value-mineral-assets/dbgqmbz A stern warning from Washington was all it took for the M23 rebels to announce a unilateral ceasefire and withdraw from Uvira - swiftly shattering the longstanding myth that Paul Kagame remains Americas untouchable favorite an illusion of impunity that had emboldened him to https://t.co/WZgQR3wC4r https://africa.businessinsider.com/local/markets/congo-deepens-us-ties-with-formal-shortlist-of-high-value-mineral-assets/dbgqmbz A stern warning from"
X Link 2026-01-21T15:58Z [----] followers, [---] engagements
""If you are looking for excitement go to the casino. If you are looking for strong investment returns be prepared to buy early and be bored while you wait for the market to discover your great little business." Paul Andreola @PaulAndreola"
X Link 2024-08-12T19:06Z [----] followers, [----] engagements
"In this interview on @BNNBloomberg $MDA's CEO explains the scope of the new satellite contract awarded (spoiler alert: it's not $44.7M) and silences the rumors of any impact on @MDA_space from a potential sale of Globalstar. https://www.bnnbloomberg.ca/video/shows/trading-day/2025/12/05/mda-space-awarded-447-million-deal-for-space-development/ MDA Space awarded initial contract by @csa_asc for RADARSAT+ Replenishment Satellite. https://t.co/SLFgV0Glp5 #MDASpace #RADARSAT #RCM https://t.co/RsUecDV3mu"
X Link 2025-12-08T14:26Z [----] followers, [----] engagements
"I can't think of a better plan for meeting with the CEO and the director of several of our companies $URL $AEP $ZTE $CHER @PaulAndreola @veritasvatillum"
X Link 2025-12-11T14:46Z [----] followers, [----] engagements
"Shoals Technologies $SHLS posicin TOP [--] de #CastaarIF se dispara ayer +11%. La Oficina de Responsabilidad del Gobierno de EE. UU. (GAO) public un informe ayer en direccin contraria a la OBBA apoyando a la industria solar estadounidense. Nota: No es una recomendacin de inversin https://www.gao.gov/assets/gao-26-107882.pdf https://www.gao.gov/assets/gao-26-107882.pdf https://www.gao.gov/assets/gao-26-107882.pdf https://www.gao.gov/assets/gao-26-107882.pdf"
X Link 2025-12-12T14:07Z [----] followers, [---] engagements
"@louwhiteman @TMFProf I love all that @louwhiteman has mentioned although as he points out some of the are not in price. I'd add to the commercial segment $CAE and $SAF.PA. Solid and stable B&H. Being cheap I find right now $ERJ $ASLE"
X Link 2022-10-05T15:47Z [----] followers, [--] engagements
"@louwhiteman @TMFProf Totally agree regarding space. Everything seems very expensive with a lot of hype around. Going back to basics $AJRD is great now that LMT can't buy it. Also I find very interesting the LOX segment: $LIN.DE and $AI.PA. Any thoughts"
X Link 2022-10-05T15:52Z [----] followers, [--] engagements
""No dan puntos extra por dificultad" WB [----]. Ayer vendimos nuestra posicin en $ASHM.L tras recoger los dividendos y la accin superar en [--] das su precio de compra. Un 8% en [--] semanas (70% anualizado. 1/2"
X Link 2022-11-08T11:19Z [----] followers, [--] engagements
"Muchsimas gracias a Paco y Adrin por volverme a invitar al programa donde me siento como en casa. Me gusta el programa pro las empresas que trajimos: small-caps desconocidas y que no las encontraris en otras carteras $FTG $E $SHLE $AEP $KITS 🎙Nuevo episodio de #ValueInvestingFM en el que @ValueInvestingS y @The_Godas entrevistamos a @jessanleon de Castaar IF. 💼Movimientos destacables entre empresas de cartera situacin actual errores y tesis de inversin de $FTG $SHLE $AEP $KITS. https://t.co/tgGXsuxgfw 🎙Nuevo episodio de #ValueInvestingFM en el que @ValueInvestingS y @The_Godas"
X Link 2024-11-11T10:11Z [----] followers, [----] engagements
"The biggest risk $SHLE Source Energy's investment thesis had was its debt structure and [----] maturity. If one thoroughly analyzed and listened to management statements one realized the risk was highly mitigated. Well now it's eliminated: @SESLogistics https://www.sourceenergyservices.com/news-releases/source-energy-services-announces-new-credit-facilities-and-the-redemption-of-its-senior-secured-notes https://www.sourceenergyservices.com/news-releases/source-energy-services-announces-new-credit-facilities-and-the-redemption-of-its-senior-secured-notes"
X Link 2024-12-23T15:03Z [----] followers, [---] engagements
"Propel Holdings $PRL https://www.propelholdings.com/news/n=2025/Financial-Times-Names-Propel-Holdings-to-its-Americas-Fastest-Growing-Companies-of-2025-List https://www.propelholdings.com/news/n=2025/Financial-Times-Names-Propel-Holdings-to-its-Americas-Fastest-Growing-Companies-of-2025-List"
X Link 2025-04-02T11:22Z [----] followers, [----] engagements
"$MMGR $MMGR Momentum Group Q1-25 Our strong financial position combined with stable companies and efficient cash flow generation and a clear capital allocation strategy give us excellent conditions to maintain a good acquisition rate in [----] https://t.co/t4oC5NaEfh $MMGR Momentum Group Q1-25 Our strong financial position combined with stable companies and efficient cash flow generation and a clear capital allocation strategy give us excellent conditions to maintain a good acquisition rate in [----] https://t.co/t4oC5NaEfh"
X Link 2025-04-29T07:23Z [----] followers, [----] engagements
"Just another quarter of $PRL results 🚀 @clivekinross @BedfordParkCap @DonvilleKent https://www.propelholdings.com/news/n=2025/Propel-Reports-Record-Quarterly-Results-and-Announces-Dividend-Increase https://www.propelholdings.com/news/n=2025/Propel-Reports-Record-Quarterly-Results-and-Announces-Dividend-Increase"
X Link 2025-05-07T09:07Z [----] followers, [---] engagements
"$SHLE @SESLogistics just announced an automatic NCIB program for the 5% of their shares: https://pro.ceo.ca/@globenewswire/source-energy-services-announces-normal-course-issuer https://pro.ceo.ca/@globenewswire/source-energy-services-announces-normal-course-issuer"
X Link 2025-05-12T09:44Z [----] followers, [---] engagements
"Nueva adquisicin de $DRX posicin Top3 de #CastaarIF Groupe LAR nos abre la exposicin al mercado de energa hidroelctrica. NOTA: no es una recomendacin de inversin Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors primarily focusing on the large-scale hydroelectricity market. $DRX.TO 🔍 Read https://t.co/kYUqMtLC3D Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in"
X Link 2025-09-02T17:49Z [----] followers, [----] engagements
"Propel Holdings $PRL una de las posiciones que ms tiempo lleva en #Castaar ha obtenido el [--] mejor comportamiento en los tres ltimos aos en la bolsa de Toronto. Seguimos🚀 #TSX30 https://www.propelholdings.com/news/n=2025/Propel-Holdings-Named-to-2025-TSX30 https://www.propelholdings.com/news/n=2025/Propel-Holdings-Named-to-2025-TSX30"
X Link 2025-09-09T15:13Z [----] followers, [----] engagements
"Hoy he estado visitando la fbrica de ADF Groupe $DRX en Quebec. ADF es una de las principales posiciones de #CastaarIF. Cuenta con +$500M en pedidos y cotiza slo $300M. 🧵"
X Link 2025-09-18T16:29Z [----] followers, [---] engagements
"Great presentation from @Stocks_Stones of D-Box $DBO Heres the replay of my presentation on D-BOX $DBO.TO last week in Toronto 👇🏻 Heres the replay of my presentation on D-BOX $DBO.TO last week in Toronto 👇🏻"
X Link 2025-10-31T13:47Z [----] followers, [---] engagements
"Tal como dijimos.👇 $DBO Otra cosa es a ver cmo despierta el mercado y el precio ya inclua estos resultados. https://pro.ceo.ca/@GlobeNewswire/d-box-reports-multiple-record-setting-quarter-and-45 📽Cineplex publica muy buenos resultados en Q2 resaltando la alta demanda de los asientos premium. $DBO se dispara un 7% ayer🚀 https://t.co/wBNTv0tDP9 https://t.co/SmS4tXisrs https://pro.ceo.ca/@GlobeNewswire/d-box-reports-multiple-record-setting-quarter-and-45 📽Cineplex publica muy buenos resultados en Q2 resaltando la alta demanda de los asientos premium. $DBO se dispara un 7% ayer🚀"
X Link 2025-11-13T10:26Z [----] followers, [----] engagements
"$DBO after results Tal como dijimos.👇 $DBO Otra cosa es a ver cmo despierta el mercado y el precio ya inclua estos resultados. https://t.co/sVycmGH7g6 https://t.co/e3oj9wmpZ9 Tal como dijimos.👇 $DBO Otra cosa es a ver cmo despierta el mercado y el precio ya inclua estos resultados. https://t.co/sVycmGH7g6 https://t.co/e3oj9wmpZ9"
X Link 2025-11-13T14:39Z [----] followers, [----] engagements
"Increble hilo 🔝el que ha hecho Unai explicando la tesis de inversin en Namesilo $URL una de nuestras mayores posiciones con un 4% del fondo #Castaar. Grandsimo trabajo @Arregius 👏👏👏 Nota: Esto no es una recomendacin de inversin $URL.V thread: In a market obsessed with pure-play SaaS or legacy utilities $URL is a hybrid. It uses a "boring" cash-printing utility to fund "exciting" high-ROIC robotics. It isn't just a domain company; its an allocation machine designed to compound capital without dilution. https://t.co/AqQOOrB5cm $URL.V thread: In a market obsessed with pure-play SaaS or"
X Link 2025-12-24T11:26Z [----] followers, [----] engagements
"No te lo pierdas Esta tarde se publica en abierto la tesis de D-Box $DBO que present en el club de @MomentumFinanc3 hace unos meses. Desde entonces nos ha sorprendido a todos con la revalorizacin tan rpida que ha tenido convirtindose en una multi-bagger en slo unos meses. @dboxtech PROGRAMA DOMINGO 18:30 Hoy os traemos en @MomentumFinanc3 un REGALO NAVIDEO La tesis integra de D-Box que @jessanleon trajo al Club de Momentum hace menos de seis meses Rentabilidad de TRIPLE DIGITO desde que la trajo por cierto https://t.co/y9R1WQMEmX PROGRAMA DOMINGO 18:30 Hoy os traemos en @MomentumFinanc3 un"
X Link 2026-01-04T17:11Z [----] followers, [----] engagements
"At this rate they'll buyback over 9% annually $SOIL $SOIL buybacks Saturn Oil🛢 ➡ 0.75% of shares acquired during December [----] https://t.co/na7DnLkyHj $SOIL buybacks Saturn Oil🛢 ➡ 0.75% of shares acquired during December [----] https://t.co/na7DnLkyHj"
X Link 2026-01-09T15:28Z [----] followers, [---] engagements
"Tal y como predijimos. $SOIL En mi ltima entrevista con @WorldStockss presentaba la tesis de inversin en $SOIL y me atreva a decir que iban a generar el doble de FCF que el que haban anunciado en el guidance: https://t.co/YElwAziio7 En este hilo👇 @jorge_moj hace un resumen de la ltima conferencia de En mi ltima entrevista con @WorldStockss presentaba la tesis de inversin en $SOIL y me atreva a decir que iban a generar el doble de FCF que el que haban anunciado en el guidance: https://t.co/YElwAziio7 En este hilo👇 @jorge_moj hace un resumen de la ltima conferencia de"
X Link 2026-01-14T15:05Z [----] followers, [----] engagements
"$EQR 🚀 Ladies & Gentlemen. I present to you - The National Reserve Security Law for China. This is directly coming from Beijing so pay attention. #China wants to build national reserve to include agricultural products energy & raw minerals important equipment & emergency supplies. https://t.co/C0v5LV0UwC Ladies & Gentlemen. I present to you - The National Reserve Security Law for China. This is directly coming from Beijing so pay attention. #China wants to build national reserve to include agricultural products energy & raw minerals important equipment & emergency supplies."
X Link 2026-01-21T15:53Z [----] followers, [----] engagements
"Namesilo $URL has just closed its acquisition of Reach Systems. Why is this important Because SewerVue and Reach have a looooot of synergies. Think that for Sewer winches 🪝are one of the most expensive parts of their product. Great move from our CEO📰 @PaulAndreola 👏 @namesilo https://www.prnewswire.com/news-releases/namesilo-technologies-corp-enters-into-definitive-share-purchase-agreement-to-acquire-reach-systems-inc-302681098.html https://www.prnewswire.com/news-releases/namesilo-technologies-corp-enters-into-definitive-share-purchase-agreement-to-acquire-reach-systems-inc-302681098.html"
X Link 2026-02-06T15:23Z [----] followers, [----] engagements
"$SHLS Shoals Tech. U.S. International Trade Commission (ITC) has issued a favorable initial determination in Shoals patent infringement complaint against Voltage LLC Al sacar al competidor del mercado Shoals recupera el monopolio sobre esa tecnologa especfica (BLA) lo que les permite mantener mrgenes de beneficio altos y capturar los contratos que antes perdan frente a Voltage. https://investors.shoals.com/news/news-details/2026/Shoals-Technologies-Group-Secures-Key-Initial-Win-with-the-ITC-to-Protect-U-S--Energy-Innovation/default.aspx"
X Link 2026-02-07T13:42Z [----] followers, [----] engagements
"Ah va un regalo de Navidad🎄: $PERF Perfect Corp. 💰MC = $179M 💰EV = $9M (Caja = Capitalizacin) Ser porque no crece 📈Rev 3Yr = 12.2% 📈Rev 5Yr = 21.3% Ser porque no es rentable 🏑NI y CF han seguido un patrn de hockey stick Ser porque no genera caja 💵FCF positivo sin contar con los intereses generados Tendrn malos clientes 💄Sephora Este Lauder Clinique Shiseido NARS. No tendr exposicin a IA Entonces. @YouCamApps Nota: Esto no es una recomendacin de inversin https://www.sephora.com/beauty/skin-analysis-tool https://www.sephora.com/beauty/skin-analysis-tool"
X Link 2025-12-16T13:28Z [----] followers, [----] engagements
"$FTG https://pro.ceo.ca/@GlobeNewswire/ftg-corporation-ftg-selected-by-de-havilland-canada https://pro.ceo.ca/@GlobeNewswire/ftg-corporation-ftg-selected-by-de-havilland-canada"
X Link 2025-01-23T19:47Z [----] followers, [---] engagements
"Firan Technologies $FTG TOP [--] de la cartera de #Castaar acaba de publicar unos excelentes resultados: MC = $213M EV = $239M Backlog $120M EV/EBITDA = 9x PEG =0.44x"
X Link 2025-02-19T17:31Z [----] followers, [---] engagements
"$FTG Firan Technology Group Achieves Major Milestone with TCCA Certification for Edge+ on Boeing 737NG Family Edge+ replaces aging 2G and 3G recorders with a true 5G platform ensuring airlines can continue to leverage real-time aircraft data for safety operational efficiency and innovation. https://pro.ceo.ca/@globenewswire/firan-technology-group-achieves-major-milestone-with https://pro.ceo.ca/@globenewswire/firan-technology-group-achieves-major-milestone-with"
X Link 2025-05-16T08:52Z [----] followers, [---] engagements
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