Melhor aula de Suzano $SUZB3 #SUZB3 e do setor de celulose que já vi recentemente

$Nexa rallying . Why? Dunno today, but market seems to be realizing how much of a big surprise will be the silver part and now their long sulphuric acid position. Still at 3x consensus EBITDA , with an EBITDA consensus at 1.1b usd but likely to approach 1,5b usd

$gte $gprk $vist $ypf All trading sub 4x EBITDA. All fa away from a geopolitical risk. All of them going to the moon as the market realizes you have dirt cheap oil producers without geopolitical risk and in the Western Hemisphere

$ZIM taken over from $HL? Facts: 1) Israel Gov. will no longer have an Israeli strategic asset 2) Israel Gov will give those asset to HL 3) 20% of Hapag is owned by Qatar & EUA 4) Israel is under a serious war threat 5) Israel Layoffs are part of it What will Israel say?

Marco Rubio with one of the greatest speeches by a Sec of State in decades: "We are prepared to do this alone but it is our preference, and our hope, to do this together with you, our friends in Europe. America was founded 250 years ago, but the roots began here on this continent long before. The men who settled and built the nation of my birth arrived on our shores carrying the memories, the traditions, and the Christian faith of our ancestors as a sacred inheritance, an unbreakable link between the old world and the new. We are part of one civilization, Western civilization. We are bound to one another by the deepest bonds that nations could share, forged by centuries of shared history, Christian faith, culture, heritage, language, ancestry, and the sacrifices our forefathers made together for the common civilization to which we have now fallen heir. And if at times we disagree, our disagreements come from our profound sense of concern about a Europe with which we are connected, not just economically, not just militarily. We are connected spiritually and we are connected culturally. We want Europe to be strong. We believe that Europe and the West must survive."

Si es mi hijo

Lets put some numbers on the Frontera deal by Geopark $FEC.TO $FECCF . Frontera will receive 7.18 CAD and will retain its Infra business. How much is that worth? I think 4-8 CAD extra. Hence, easily this stock can be 11-15 CAD per share. Today 40% seems too low still.

Missed Venezuela bonds rally? Now over 32 cents. Dont worry, you still have a chance: $GDRZF or $GRZ is a claim to the SAME governament and SENIOR to Gov bonds trading at 10 cents. @wicary @BowTiedMara @TheStalwart @FerrerBreda @MyBuddyBrett @TaviCosta @junkbondinvest

$SGML What happened with : - off take agreements ? - short term maturities vs cash? - operational costs due to switching suppliers? - growing suppliers debt? - insiders sales? When is the capital increase?

#Bolivia turned into a market friendly leader. Bonds are reacting. How about mining stocks in the country? Eloro is a pure Bolivian asset witch HUGE potential $ELO.to

$GDRZF $GRZ.CA mega bullish. Still 2-4x from here. When? August 2025 to be decided!

Es evidente la necesidad de un análisis profundo sobre $YPF $PAM y $VIST, lo realizaré en las siguientes semanas. Para tener acceso (será un PDF) solo deben darle RT a este mismo TW y dejar sus datos en el formulario adjunto. Se enviara por email. forms.gle/x4VV84LynvahyMBEA

Having fun? $EDN

Retweet if you support Mr President and my son Kashu 🙏🏽❤️

Party continues. Now MS adding Edenor in their model portfolio. $edn Buy Argentina utilities 🥰

Life changing opportunities come around very rarely in life, maybe once every 3-4 years…

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