Joined December 2020
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Hop on, uplisting/special sit bros
Minera Alamos Announces Conditional Approval to Graduate to the Toronto Stock Exchange
Read the full release here: bit.ly/4eoBJPc
$MAI.V $MAIFF
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Jun 12
But they figured how to frac at 30 breakeven so oil should go to 30? So we short rig
Lmao
Exxon in May reported a $3.9 billion paper loss stemming from derivatives in the first quarter which pushed net income down to its lowest level in five years. - Reuters
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Jun 12
Almost fully exited
Great ride
Risk reward isnt the same here as it was at $9
Fat right tail remains but lot of execution needed
Apr 16
Long $WW- emerged from C11 in 2025
EBITDA>MC stub; goodco badco setup
If the GLP-1 subscriber bizz works out (strong groing tam) stock could go 5x by the end of the decade
3 turns of leverage maturing by 2030 with a cash sweep- adequate runway
Not without risk- 2% position
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Jun 11
Ouch $PCT
But have been adding for 3 days straight
Leaked capital markets transaction
But like to underwrite here in the $8 range
Havent been from 120% unrealized gain to a flat position in 4 days before lmao
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NS Investments retweeted
Jun 11
Gold sinks to 6-month low as speculative investors exit ft.trib.al/oTULWyw
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NS Investments retweeted
Jun 10
White, cavitated BOPP film is the packaging for most candy wrappers, snack bags & ice cream packaging. Until now, it was nearly impossible to include PCR content.
PureCycle @InnoviaFilms just changed that. 40% PCR, virgin-grade performance.
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Jun 10
Bullish thermal
RECENT🚨Record-breaking monster El Niño is forming. The last time it was this strong in 1877, it killed 60 million people world wide.
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Jun 9
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Jun 9
Happy to take the other side
Gold could slump another 20% by September, says Citi
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Jun 9
Bought oil gold pct coal and jackups today
In a big drawdown but who even cares
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Jun 5
Take a shot of tequila for every 'black monday' post youre going to read this weekenf
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NS Investments retweeted
May 27
Minera Alamos Announces Positive Pre-Feasibility Study for the Copperstone Gold Project in Arizona
Read the full release here: mineraalamos.com/news/2026/m…
$MAI.V $MAIFF
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NS Investments retweeted
May 19
$TIGR
Up Fintech Holding handlas till PE 6,4 bakåtblickande och PE 5 för 2026 enligt mina osäkra estimate.
Sen kan man lägga till att de har en egen nettokassan som är nästan lika stor som bolagsvärdet. Detta gör det svårt att räkna på EV/EBIT.
Marknaden tror uppenbarligen att
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May 18
If you you adjust for marketing spend (payback times ~2 quarters) it is trading below 6x earnigns for a high revenue growth (30-40%) brokerage with margin/ roe expansion
It doesnt work in this enviroment until it does
It seemed too good to be true at $8
Here at $6 i feel dumb
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May 18
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