[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @viceroyresearch Viceroy Viceroy posts on X about $vedl, $vrl, liquidity, $vrls the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::812145753338548224/interactions)  - X Week XXXXXX +52% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +482% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::812145753338548224/posts_active)  - X Week XX +5.30% - X Month XXX -XXXX% - X Months XXX +239% - X Year XXX +50% ### Followers: XXXXXX [#](/creator/twitter::812145753338548224/followers)  - X Week XXXXXX -XXXX% - X Month XXXXXX -XXXX% - X Months XXXXXX +4.60% - X Year XXXXXX +4.70% ### CreatorRank: XXXXXXX [#](/creator/twitter::812145753338548224/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [$vedl](/topic/$vedl) #1, [$vrl](/topic/$vrl) #1, [liquidity](/topic/liquidity) #1114, [$vrls](/topic/$vrls) #1, [debt](/topic/debt) #1424, [lack of](/topic/lack-of) #451, [$105m](/topic/$105m) #2, [to the](/topic/to-the) 6.52%, [$550m](/topic/$550m) #4, [$abr](/topic/$abr) #5 **Top accounts mentioned or mentioned by** [@aimhonesty](/creator/undefined) [@civisxxi](/creator/undefined) [@anilagarwalved](/creator/undefined) [@cnbctv18news](/creator/undefined) [@pmoindia](/creator/undefined) [@crisillimited](/creator/undefined) [@arbor1s](/creator/undefined) [@eslsteellimited](/creator/undefined) [@liambyrnemp](/creator/undefined) [@labourparty](/creator/undefined) [@uksfo](/creator/undefined) [@houseofcommons](/creator/undefined) [@abiwhist](/creator/undefined) [@uklabour](/creator/undefined) [@chrisdsteele](/creator/undefined) [@ukparliament](/creator/undefined) [@occrp](/creator/undefined) [@elonmusk](/creator/undefined) [@spacex](/creator/undefined) [@moneylife](/creator/undefined) **Top assets mentioned** [Arbor Realty Trust, Inc. (ABR)](/topic/$abr) [OtterHome (HOME)](/topic/$home) [YETI Holdings, Inc. Common Stock (YETI)](/topic/$yeti) ### Top Social Posts Top posts by engagements in the last XX hours "VRL PropCo generated a $550m FCF loss after NCI dividends despite allegedly large debt and debt cost cuts. The $VRL PropCo is a cash-burning vehicle and has no ability to repay its debts outside of selling stock or stealing from $VEDL. 4/" [X Link](https://x.com/viceroyresearch/status/1996585740554170641) 2025-12-04T14:21Z 46.5K followers, 1545 engagements "Arbor November CLO Update Update Arbor appears to be delinquent in its filings of 2021-FL3 so we havent been able to pull together a fair m/m comparison for analysis. We have postponed our release until the data is live from the trustee. $ABR 1/" [X Link](https://x.com/viceroyresearch/status/1992963452923486286) 2025-11-24T14:28Z 46.5K followers, 5879 engagements "The Promote just published a dive into @Arbor1's (lack of) underwriting controls in its agency book. It's bad. Records show that Arbor originated a $10.6m loan against a property purchased X years prior for only $8.5m & DSCR 1x. The property is now in default. $ABR 1/" [X Link](https://x.com/viceroyresearch/status/1993036619751027016) 2025-11-24T19:18Z 46.5K followers, 13.5K engagements "Even on a VRL consolidated basis the parent could not record a profit ex-NCI. This gives a real indication as to VRLs concentration into garbage assets within the group with better performing assets being high-NCI. 3/" [X Link](https://x.com/viceroyresearch/status/1996585737563550084) 2025-12-04T14:21Z 46.5K followers, 3478 engagements "Link: This is full rebuild at a cost far beyond the $VEDL bid not a refurbishment. $VRL 2/" [X Link](https://x.com/viceroyresearch/status/1996732168056484198) 2025-12-05T00:03Z 46.5K followers, XXX engagements "Konkola Copper Mines reported a $192m operating loss and a $6m EBITDA loss in H1 FY26. Despite $346m VRL loans in FY25 KCM spent just $8m on Konkola Deeps capex in H1 FY26. D&A of $186m shows the asset base continues to shrink. 4/" [X Link](https://x.com/viceroyresearch/status/1997871794334716302) 2025-12-08T03:32Z 46.5K followers, 1703 engagements "Vedanta Limited Resources Viceroy is short of Vedanta Resources (PropCo) the heavily indebted parent & majority owner of Vedanta Limited (NSE : VEDL). The group structure is financially unsustainable operationally compromised & resembles a Ponzi scheme. $VEDL 1/" [X Link](https://x.com/viceroyresearch/status/1942833615311654944) 2025-07-09T06:30Z 46.5K followers, 148.4K engagements "Our on-the-ground diligence confirms KCM is in a state of decay. The mine one of the world's wettest spends 60MW of its 88MW power allocation just on dewatering leaving minimal capacity for its XX% capacity operations. $VEDL 5/" [X Link](https://x.com/viceroyresearch/status/1986661687920108001) 2025-11-07T05:07Z 46.5K followers, 2407 engagements "ESL Steel is raising 2000 cr ($223m) at XX% - 12%. Despite being marketed as routine refinancing it is the clearest sign yet that Vedantas deleveraging strategy has failed. Why else would ESL be issuing XX% paper $VEDL $VRL 1/" [X Link](https://x.com/viceroyresearch/status/1995712109376590259) 2025-12-02T04:30Z 46.5K followers, 5312 engagements "$VEDL - @ESLSteelLimited is among Vedanta's weakest negative FCF lapsed EC & Auditor going concern red flags since 2019. No rational lender funds a plant that can't run at capacity. Real use of funds will be $VRL's liquidity crisis 1/2" [X Link](https://x.com/viceroyresearch/status/1996142578664616296) 2025-12-03T09:00Z 46.5K followers, 5646 engagements "#Vedanta's complete lack of intent based on findings of fact. $VEDL are back in the dock at the Supreme Court today. Rare to see a regulator be this direct as #SEBI lays out fraudulent action & market manipulation. For $VRL it is always about the image" [X Link](https://x.com/viceroyresearch/status/1996431518361891319) 2025-12-04T04:09Z 46.5K followers, 4680 engagements "What happened to #Vedanta deleveraging Another highly questionable $VEDL deal $105m due in XX days for Incab Industries' aged non-operational assets & 300km from anything useful. Bankrupt since 2019. $VRL's ESL needed a minimum $220m+ & just added to the liquidity crunch 1/2" [X Link](https://x.com/viceroyresearch/status/1996439444069728365) 2025-12-04T04:40Z 46.5K followers, 6531 engagements "Looks like @CNBCTV18News has been mislead by #Vedanta's PR hype on the NCLT approval of Incab Industries. Calling Jamshedpurs destroyed gutted plant "idle assets" is wishful thinking. This isn't idle Basic due diligence blows a hole in mgmt's credibility $VEDL $VRL 1/2" [X Link](https://x.com/viceroyresearch/status/1996447404430594129) 2025-12-04T05:12Z 46.5K followers, 10K engagements "$VEDL- Here's videos taken 2023 before the main fire at #Vedantas latest $105m acquisition of Incab Industries Jamshedpur. Mgmt bought this wreck with full PR gusto of 'integration'. No commercial capability anywhere in sight.Manufacturing Not a chance even by $VRL standards" [X Link](https://x.com/viceroyresearch/status/1996463069216530450) 2025-12-04T06:14Z 46.5K followers, 4455 engagements "VRL released its consolidated HY results today from their vacant UK corporate office at XX Berkeley Square. These results allow the analysis of $VRL PropCo which has posted its worst ever half-year loss of -$1.2b. A quick breakdown of the key figures follows. $VEDL 1/" [X Link](https://x.com/viceroyresearch/status/1996585731494404571) 2025-12-04T14:21Z 46.5K followers, 5213 engagements "Vedanta - Incab: Paying Full Price for Scrap is now live Our latest deep-dive shows $VEDL 577cr ($64m) cash Incab acq makes no financial sense. Assets are defunct equipment is scrap. The deal drains cash exactly when $VRL needs it the most. 1/" [X Link](https://x.com/viceroyresearch/status/1996732164860154248) 2025-12-05T00:03Z 46.5K followers, 2206 engagements "Karma for @liambyrnemp. @LabourParty councillor is now under @UKSFO criminal investigation over a charity we flagged in our $HOME REIT work. The irony is Byrne used this example to mislead the @HouseofCommons falsely claiming @AIMhonesty is a Russian asset. #Labour @abi_whist" [X Link](https://x.com/viceroyresearch/status/1997389993539448885) 2025-12-06T19:37Z 46.5K followers, 10.6K engagements "Vedanta - VRL H1 FY26 Analysis is now live. $VRL PropCo delivered its worst half on record: earnings liquidity and cash generation all deteriorated in H1 FY26. VRL remains unable to support itself relying entirely on brand fees and dividends from $VEDL. 1/" [X Link](https://x.com/viceroyresearch/status/1997871785736339735) 2025-12-08T03:32Z 46.5K followers, 5255 engagements "VRL PropCo reported a $1261m net loss after NCIs. Operating profit turned negative free cash flow was deeply negative and working capital is in deficit. All while $VEDL is buying failed assets like JAL and Incab 3/" [X Link](https://x.com/viceroyresearch/status/1997871790434001169) 2025-12-08T03:32Z 46.5K followers, XX engagements "VRLs H1 FY26 earnings confirm that $VRL PropCos earnings liquidity and cash generation have not meaningfully improved despite deleveraging efforts. They came from selling assets shifting debt to VEDL and draining $VEDL of liquidity" [X Link](https://x.com/viceroyresearch/status/1997871796570538418) 2025-12-08T03:32Z 46.5K followers, 1594 engagements "After $VEDL O&G lost the Cambay lease & was hit with a $1.6b claim from GoI (which called conduct fraudulent) subsidiary Cairn is now pushing PR pieces that contradict prior claims of operational efficiency. $VRLs O&G business is in terminal decline" [X Link](https://x.com/viceroyresearch/status/1997951491005714487) 2025-12-08T08:48Z 46.5K followers, 5302 engagements "The visit to $VEDL Jharsuguda plant coincides with local villagers are protesting pollution lack of jobs compensation & health hazards to the community. $VRL continues to be an regulatory risk & ESG disaster" [X Link](https://x.com/viceroyresearch/status/1997955722835788180) 2025-12-08T09:05Z 46.5K followers, 2526 engagements "Whats happening at $VRL While @AnilAgarwal_Ved muses on mythical creatures you'd be excused for wondering where the H1 FY26 call transcript is. Announced late on the Dec X held on Dec X. Reports from some bondholders of no call. Do #Vedanta Resources or $VEDL want to explain" [X Link](https://x.com/viceroyresearch/status/1998302210111729883) 2025-12-09T08:02Z 46.5K followers, 6292 engagements "Vedanta now claims it will invest X trillion ($11b) in Rajasthan. This is pure PR fluff: no specifics timelines or commitments like the X trillion to be invested in Odisha. Reality: $VEDL cannot afford to maintain itself let alone expand. $VRL" [X Link](https://x.com/viceroyresearch/status/1998760896471117830) 2025-12-10T14:25Z 46.5K followers, 2626 engagements "VRLs H1 FY26 earnings call confirms deleveraging has collapsed. Liquidity is thin obligations are rising and management is now seeking a $600m facility just to meet near-term cash demands. $VRL $VEDL 1/" [X Link](https://x.com/viceroyresearch/status/1998966803326972399) 2025-12-11T04:03Z 46.5K followers, 7136 engagements "Link: Our findings show VRL cannot meet FY26FY27 obligations through forecast dividends and brand fees from VEDL contrary to managements claims. $VRL $VEDL 2/" [X Link](https://x.com/viceroyresearch/status/1998966806929920325) 2025-12-11T04:03Z 46.5K followers, XXX engagements "For H2 FY26 VRL disclosed $900m liquidity but $550m PCF repayment $300m H2 interest the $206m KCM payment and the $200m $VEDL repayment leaving a $350m shortfall. Managements new solution: a $600m loan facility. This is refinancing not deleveraging. $VRL 3/" [X Link](https://x.com/viceroyresearch/status/1998966809517764633) 2025-12-11T04:03Z 46.5K followers, XX engagements "$VRL -@Moneylife covers our report on #Vedanta Resources. $XXX million of upcoming obligations inc KCM $VEDL & Volcan all require yet more borrowing. The group is running out of balance sheet to kick the can" [X Link](https://x.com/viceroyresearch/status/1999036973013430297) 2025-12-11T08:42Z 46.5K followers, 2701 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@viceroyresearch ViceroyViceroy posts on X about $vedl, $vrl, liquidity, $vrls the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% cryptocurrencies XXXX% celebrities XXXX%
Social topic influence $vedl #1, $vrl #1, liquidity #1114, $vrls #1, debt #1424, lack of #451, $105m #2, to the 6.52%, $550m #4, $abr #5
Top accounts mentioned or mentioned by @aimhonesty @civisxxi @anilagarwalved @cnbctv18news @pmoindia @crisillimited @arbor1s @eslsteellimited @liambyrnemp @labourparty @uksfo @houseofcommons @abiwhist @uklabour @chrisdsteele @ukparliament @occrp @elonmusk @spacex @moneylife
Top assets mentioned Arbor Realty Trust, Inc. (ABR) OtterHome (HOME) YETI Holdings, Inc. Common Stock (YETI)
Top posts by engagements in the last XX hours
"VRL PropCo generated a $550m FCF loss after NCI dividends despite allegedly large debt and debt cost cuts. The $VRL PropCo is a cash-burning vehicle and has no ability to repay its debts outside of selling stock or stealing from $VEDL. 4/"
X Link 2025-12-04T14:21Z 46.5K followers, 1545 engagements
"Arbor November CLO Update Update Arbor appears to be delinquent in its filings of 2021-FL3 so we havent been able to pull together a fair m/m comparison for analysis. We have postponed our release until the data is live from the trustee. $ABR 1/"
X Link 2025-11-24T14:28Z 46.5K followers, 5879 engagements
"The Promote just published a dive into @Arbor1's (lack of) underwriting controls in its agency book. It's bad. Records show that Arbor originated a $10.6m loan against a property purchased X years prior for only $8.5m & DSCR 1x. The property is now in default. $ABR 1/"
X Link 2025-11-24T19:18Z 46.5K followers, 13.5K engagements
"Even on a VRL consolidated basis the parent could not record a profit ex-NCI. This gives a real indication as to VRLs concentration into garbage assets within the group with better performing assets being high-NCI. 3/"
X Link 2025-12-04T14:21Z 46.5K followers, 3478 engagements
"Link: This is full rebuild at a cost far beyond the $VEDL bid not a refurbishment. $VRL 2/"
X Link 2025-12-05T00:03Z 46.5K followers, XXX engagements
"Konkola Copper Mines reported a $192m operating loss and a $6m EBITDA loss in H1 FY26. Despite $346m VRL loans in FY25 KCM spent just $8m on Konkola Deeps capex in H1 FY26. D&A of $186m shows the asset base continues to shrink. 4/"
X Link 2025-12-08T03:32Z 46.5K followers, 1703 engagements
"Vedanta Limited Resources Viceroy is short of Vedanta Resources (PropCo) the heavily indebted parent & majority owner of Vedanta Limited (NSE : VEDL). The group structure is financially unsustainable operationally compromised & resembles a Ponzi scheme. $VEDL 1/"
X Link 2025-07-09T06:30Z 46.5K followers, 148.4K engagements
"Our on-the-ground diligence confirms KCM is in a state of decay. The mine one of the world's wettest spends 60MW of its 88MW power allocation just on dewatering leaving minimal capacity for its XX% capacity operations. $VEDL 5/"
X Link 2025-11-07T05:07Z 46.5K followers, 2407 engagements
"ESL Steel is raising 2000 cr ($223m) at XX% - 12%. Despite being marketed as routine refinancing it is the clearest sign yet that Vedantas deleveraging strategy has failed. Why else would ESL be issuing XX% paper $VEDL $VRL 1/"
X Link 2025-12-02T04:30Z 46.5K followers, 5312 engagements
"$VEDL - @ESLSteelLimited is among Vedanta's weakest negative FCF lapsed EC & Auditor going concern red flags since 2019. No rational lender funds a plant that can't run at capacity. Real use of funds will be $VRL's liquidity crisis 1/2"
X Link 2025-12-03T09:00Z 46.5K followers, 5646 engagements
"#Vedanta's complete lack of intent based on findings of fact. $VEDL are back in the dock at the Supreme Court today. Rare to see a regulator be this direct as #SEBI lays out fraudulent action & market manipulation. For $VRL it is always about the image"
X Link 2025-12-04T04:09Z 46.5K followers, 4680 engagements
"What happened to #Vedanta deleveraging Another highly questionable $VEDL deal $105m due in XX days for Incab Industries' aged non-operational assets & 300km from anything useful. Bankrupt since 2019. $VRL's ESL needed a minimum $220m+ & just added to the liquidity crunch 1/2"
X Link 2025-12-04T04:40Z 46.5K followers, 6531 engagements
"Looks like @CNBCTV18News has been mislead by #Vedanta's PR hype on the NCLT approval of Incab Industries. Calling Jamshedpurs destroyed gutted plant "idle assets" is wishful thinking. This isn't idle Basic due diligence blows a hole in mgmt's credibility $VEDL $VRL 1/2"
X Link 2025-12-04T05:12Z 46.5K followers, 10K engagements
"$VEDL- Here's videos taken 2023 before the main fire at #Vedantas latest $105m acquisition of Incab Industries Jamshedpur. Mgmt bought this wreck with full PR gusto of 'integration'. No commercial capability anywhere in sight.Manufacturing Not a chance even by $VRL standards"
X Link 2025-12-04T06:14Z 46.5K followers, 4455 engagements
"VRL released its consolidated HY results today from their vacant UK corporate office at XX Berkeley Square. These results allow the analysis of $VRL PropCo which has posted its worst ever half-year loss of -$1.2b. A quick breakdown of the key figures follows. $VEDL 1/"
X Link 2025-12-04T14:21Z 46.5K followers, 5213 engagements
"Vedanta - Incab: Paying Full Price for Scrap is now live Our latest deep-dive shows $VEDL 577cr ($64m) cash Incab acq makes no financial sense. Assets are defunct equipment is scrap. The deal drains cash exactly when $VRL needs it the most. 1/"
X Link 2025-12-05T00:03Z 46.5K followers, 2206 engagements
"Karma for @liambyrnemp. @LabourParty councillor is now under @UKSFO criminal investigation over a charity we flagged in our $HOME REIT work. The irony is Byrne used this example to mislead the @HouseofCommons falsely claiming @AIMhonesty is a Russian asset. #Labour @abi_whist"
X Link 2025-12-06T19:37Z 46.5K followers, 10.6K engagements
"Vedanta - VRL H1 FY26 Analysis is now live. $VRL PropCo delivered its worst half on record: earnings liquidity and cash generation all deteriorated in H1 FY26. VRL remains unable to support itself relying entirely on brand fees and dividends from $VEDL. 1/"
X Link 2025-12-08T03:32Z 46.5K followers, 5255 engagements
"VRL PropCo reported a $1261m net loss after NCIs. Operating profit turned negative free cash flow was deeply negative and working capital is in deficit. All while $VEDL is buying failed assets like JAL and Incab 3/"
X Link 2025-12-08T03:32Z 46.5K followers, XX engagements
"VRLs H1 FY26 earnings confirm that $VRL PropCos earnings liquidity and cash generation have not meaningfully improved despite deleveraging efforts. They came from selling assets shifting debt to VEDL and draining $VEDL of liquidity"
X Link 2025-12-08T03:32Z 46.5K followers, 1594 engagements
"After $VEDL O&G lost the Cambay lease & was hit with a $1.6b claim from GoI (which called conduct fraudulent) subsidiary Cairn is now pushing PR pieces that contradict prior claims of operational efficiency. $VRLs O&G business is in terminal decline"
X Link 2025-12-08T08:48Z 46.5K followers, 5302 engagements
"The visit to $VEDL Jharsuguda plant coincides with local villagers are protesting pollution lack of jobs compensation & health hazards to the community. $VRL continues to be an regulatory risk & ESG disaster"
X Link 2025-12-08T09:05Z 46.5K followers, 2526 engagements
"Whats happening at $VRL While @AnilAgarwal_Ved muses on mythical creatures you'd be excused for wondering where the H1 FY26 call transcript is. Announced late on the Dec X held on Dec X. Reports from some bondholders of no call. Do #Vedanta Resources or $VEDL want to explain"
X Link 2025-12-09T08:02Z 46.5K followers, 6292 engagements
"Vedanta now claims it will invest X trillion ($11b) in Rajasthan. This is pure PR fluff: no specifics timelines or commitments like the X trillion to be invested in Odisha. Reality: $VEDL cannot afford to maintain itself let alone expand. $VRL"
X Link 2025-12-10T14:25Z 46.5K followers, 2626 engagements
"VRLs H1 FY26 earnings call confirms deleveraging has collapsed. Liquidity is thin obligations are rising and management is now seeking a $600m facility just to meet near-term cash demands. $VRL $VEDL 1/"
X Link 2025-12-11T04:03Z 46.5K followers, 7136 engagements
"Link: Our findings show VRL cannot meet FY26FY27 obligations through forecast dividends and brand fees from VEDL contrary to managements claims. $VRL $VEDL 2/"
X Link 2025-12-11T04:03Z 46.5K followers, XXX engagements
"For H2 FY26 VRL disclosed $900m liquidity but $550m PCF repayment $300m H2 interest the $206m KCM payment and the $200m $VEDL repayment leaving a $350m shortfall. Managements new solution: a $600m loan facility. This is refinancing not deleveraging. $VRL 3/"
X Link 2025-12-11T04:03Z 46.5K followers, XX engagements
"$VRL -@Moneylife covers our report on #Vedanta Resources. $XXX million of upcoming obligations inc KCM $VEDL & Volcan all require yet more borrowing. The group is running out of balance sheet to kick the can"
X Link 2025-12-11T08:42Z 46.5K followers, 2701 engagements
/creator/x::viceroyresearch