https://twitter.com/lisaabramowicz1/status/1637738352962158594Who would have thought the globally best investment theme over the last 12 months would be #Russianstocks (purchased in crashed DRs) that 83% of the world pop didn't sanction?
https://twitter.com/benbakhshi/status/1636390996366987268Remember a < 3x on peak #commodity spots is > 15x on spot lows
https://twitter.com/WilliamGreen72/status/1633901970095259663Watch out for the specialists who want their 5 minutes of fame to extend for 40 minutes.
https://twitter.com/GrantChalmers/status/1633599984158523392Tiris resource will grow to a major deposit within 4 years due to nearology, new DFS out this month....
https://twitter.com/InvestingCanons/status/1633139139074834435We won't mention a position unless we own it or are accummulating it (and eventually scaling down, often due to size constraints of our 20 baggers), sometimes in size, we are paid by noone to promote anything. We are asset managers who investor near cycle bottoms.
https://twitter.com/tepuuma/status/1631907161537224707The Tiris NPV will scale up to > US$1.2bn over 5years due to nearology.
https://twitter.com/ASXonGrafa/status/1626384057172119553Regal has a short term positive wave to complete their selling into....
https://twitter.com/michaessers/status/1625295877870067713Likely the major holder Regal is dumping their position, we will see in the filings. 1Q - 2Q 2023 was always the timeframe required to evaluate optimization potential on $AHQ, now it's time to do the work.