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Jeff Gates @Gatesj85

I’ve worked in the physical commodity (Fertilizer) space for the last 15 years. I dabble in real estate, SMB and MicroCap investing.

Joined June 2013
  • Tweets 121
  • Following 144
  • Followers 88
8 Photos and videos
Jeff Gates@Gatesj85
15 Apr 2025
Did I miss in the earnings call that $BSEM's LCD was getting reversed? This movement today is about 180deg from my expectations.
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Jeremy Raper
@puppyeh1
24 Mar 2023
Having moonlighted as a banks analyst for a couple weeks 🤡🤡 it's time to go back to regularly-scheduled programming: deep-dive stock threads; the occasional shitpost; bagging on Ponzi Ronzi; and cute kids pics. Today let's catch up on Posabit $PBIT.TO $POSAF. Been a while...
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Jeff Gates@Gatesj85
16 May 2022
What a great idea on the buy back $LXU @LSBindustries I wish I would have thought of that...ohh wait.
Jeff Gates@Gatesj85
14 Dec 2021
@LSBindustries $LXU instead of doing an acquisition why don't you issue a fixed price share buy back at $10? What else can you buy that is trading at 3X next 12mo FCF?
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Jeff Gates@Gatesj85
16 May 2022
Some other good guys were on the buyback plan way back when it was trading for $10 too @skaser12 @setiriver
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Jeff Gates@Gatesj85
6 Dec 2021
This move lower on Henry Hub is a huge benefit to US Fertilizer Producers $LXU and $CF. They buy HH gas at $3.7MMBTU and compete against European producers buying TTF at ~$30MMBTU. We should see record profits for both through Q2 2022.
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