Name @_NameValue_
Looking for value, focused on O&G, Mining and Shipping - It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so zerogcos.substack.com Joined January 2023-
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Rio2 left an incredible nugget in the water announcement. Targeting >300,000oz/a starting 2031. Take whatever capex assumptions you want, that implies a NPV5 (discounted to today!) of >$3.5B at consensus $2,750/oz. 0.6x P/NAV mult, 1.3 CAD/USD, 445 Msh, gives a target >C$6/sh
Rio2 left an incredible nugget in the water announcement. Targeting >300,000oz/a starting 2031. Take whatever capex assumptions you want, that implies a NPV5 (discounted to today!) of >$3.5B at consensus $2,750/oz. 0.6x P/NAV mult, 1.3 CAD/USD, 445 Msh, gives a target >C$6/sh
Namibia’s Orange Basin has emerged as a major exploration frontier though deepwater is slow. Years of appraisal, infrastructure planning and fiscal clarity stand between today’s discoveries and tomorrow’s output—meaning Namibia won’t be a meaningful producer until the 2030s $OOTT…
$Ark.v mid day release (unintentionally) was a disappointment in content (two holes, mehh) but over (panic) reaction IMO -33%. Will try and scoop some up down here. Gonna need to do some rep damage control @arrasminerals
A gift from @ShaleTier7: @HTMEnergy's WCSB Atlas htmog.com/wcsb-atlas Especially useful for anyone following Canadian E&P companies.
With the $CVX arbitration win over $XOM marking a new phase in Guyana’s offshore story, Namibia is emerging as the next major deepwater frontier, with competitive bids underway for a large stake in Galp’s Mopane discovery 🇬🇾 🇳🇦 #OOTT (1) ExxonMobil began developing Guyana’s…
Rory and Michael together? This is guaranteed to be an excellent discussion on Canadian oil
Rory and Michael together? This is guaranteed to be an excellent discussion on Canadian oil
Really like this transaction — strong short- to mid-term organic growth potential and a deeper PTTEP partnership, possibly setting up future M&A. But the huge cash pile is still just sitting there. The capital structure remains utterly inefficient. If the focus is shifting to…
Really like this transaction — strong short- to mid-term organic growth potential and a deeper PTTEP partnership, possibly setting up future M&A. But the huge cash pile is still just sitting there. The capital structure remains utterly inefficient. If the focus is shifting to…
First article is out. Free for all to read. I cover the life of Nicholas Pritzker, which I consider central to understanding the Pritzker story. He immigrated, gritted his way to be the family’s first attorney, and established an ethos that defined the family for generations.
Is this de-escalation?
Is this de-escalation?
Galp is marketing its 80% stake in the Mopane discovery (10B BOE in-place est) in Namibia’s Orange Basin 🇳🇦 Despite softer markets in 2025, the greenfield play has drawn interest from $TTE, $PBR, and others. Bidding is expected to conclude soon. Petrobras’ CEO recently stated it…
Imho the near-term risk of Israeli strikes on Iranian export capacity (Kharg, etc.) >>> the risk of Tehran blockading the Strait of Hormuz. But, if Iran loses the capacity to export most of its crude, that then in turn really stokes the risk of Iranian attacks in the Strait.
Arras Minerals to Mobilize Second Drill Rig to Elemes Project, Provides Exploration Update, and Announces Termination of Beskauga Option Agreement $ARK.V tinyurl.com/29eqcqss
Ypealal @Ypealal91469
8 Followers 620 Following
OliveElectra @5fwVEqjpJkh4tt
6 Followers 1K Following
BerylPatience @DkqX2U15Q4B5gW
1 Followers 912 Following
oldeconenthusiast @oldeconjunkie
0 Followers 25 Following Created this account in the metals bull market of 2025. Energy/metals focused. Not investment advice. DYOD. Probably I'm just liying half the time.
LydiaViolet @nQxBc4p9oby3V
1 Followers 577 Following
Tolu Osaretin OYEWOLE... @tholu_osa2
2K Followers 4K Following Generalist • Consultant • Biz Dev & Commercial • Full Stack Oil &Gas • Fuel Mgmt • Projects • Energy • Finance • Tech • Politics &History • ManUtd &3SC • JESUS
Jordan del Rio Nova @InverValweFund
70 Followers 3K Following 17 años de experiencia en bolsa • Inversor y Agente Asesor del Inver Value Global Fund (ES0131445142) • Inversión con Sentido Común &https://t.co/erCqrOSpBM
AnastasiaRoy @l8H21EMxp2905sY
8 Followers 983 Following
DeborahLandon @2sBtz22xm52aTv
35 Followers 777 Following
High-Quality Stock Sp... @bqyeglqpcn89464
0 Followers 169 Following Stock Market Analysis Buy and Sell High-Quality Stocks 📈 | Manage Your Positions Follow @FoCoBanShop on Twitter Daily High-Quality Stock Recommendations 📈 |
acquelineWagner @RKrbK7LBHxHeU5H
8 Followers 710 Following
InsiderTradesX🇺�... @Vrejdom149073
34 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
MagBronte @XG763M1kW3GzJJ
31 Followers 2K Following
- @goldoilstonks
802 Followers 2K Following humanities PhD, buyside equity analyst. don’t dox me pls
Enrique Abeyta @enriqueabeytta
33 Followers 2K Following 30 YEAR STOCK MARKET WARRIOR - Editor @ The Maverick, Founder @STPAlgo, CEO - New Press Vinyl, Project M / @revolvermag
Silicon Value @ValueSilicon
5K Followers 863 Following Inversor en valor | Gestor de mi patrimonio. "Price is what you pay, VALUE is what you get" Rentabilidad CAGR '16-22: 15% Podcast en Ivoox "Silicon Value"
DianaPhilip @4vJ746897R38pu
55 Followers 2K Following
Andy @85blowsrer
229 Followers 4K Following UK Small Caps / Global Futures Markets / Crypto / No financial advice just my thoughts & opinions
PoppyIsaiah @HQ9Z1L2en7V60X
45 Followers 2K Following
AprilGibson @31SrENKFX67RsJ
49 Followers 2K Following
CathyElizabeth @u224E6GuOY405
15 Followers 534 Following
EnergyTransition🇺�... @Wekpan3591
48 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Omawinlea @Omawinlea21170
20 Followers 1K Following
Eduardo Braga @ebmdefreitas
204 Followers 668 Following
Arianna @Wienerw3950878
32 Followers 2K Following She dances to the songs in her head, speaks with the rhythm of her heart.
Colin…King @valuredontlie
170 Followers 3K Following All value. No advice | Stock Newsletter https://t.co/CirhTV0GxX | Profit tools @ profitmastery|HoldCo https://t.co/yerUvN1VRM
Davey @TheRealDarvey2
91 Followers 2K Following A bear of very little brain. Trying to maximise tax losses. Avoid folly. Tweets are not recommendations. 🇦🇺
OhnePlan @92o44efi9gF7N4
20 Followers 666 Following
Tom Smith @TomSmith8339
124 Followers 2K Following Long shitcos that can grow EPS (FCF) at 15% for a few years. Occasionally long unprofitable shitcos if I'm in the mood for losing money
Probepres @probepres3523
38 Followers 908 Following There is no such thing as my truth or your truth. There is only truth.
MavisMarlowe @YGFy0897MwvJA5
30 Followers 777 Following
Seven @sevenperrr
383 Followers 4K Following Exploiting inefficiencies in the financial markets. Posts are opinions and not financial advice.
Plüschbärliebe @Sieoufcal89645
52 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Margaret @trYB0Z2BI5LLz7
17 Followers 849 Following
Max Haversath @aversath
6 Followers 60 Following
Jérémie @jeremie0117
884 Followers 225 Following Research Analyst | Shipping, Offshore, Oil & Gas, Mining & Chemical
Fred Greenfield @EnergyFredo
27 Followers 255 Following Renewable Energy Advisor. Innovation aficionado. 🏔️⛷️📚🍃 @GreenFred
Nealz Nealsen @Nealznealsen
27 Followers 73 Following Following Ressources, Mining companies, commodities and geopolitical influences.
John Cobrasco (Snowli... @cowboybeeshop
432 Followers 227 Following Trying hard to time the Lassonde curve. Mainly invest in resources and biotech. Here to learn and share the highs and lows.
Martin Shkreli @MartinShkreli
355K Followers 8K Following https://t.co/vJE5wyFDrX https://t.co/GUy99qMi2O - join our Discord! e/acc
Evan Tindell @evantindell
11K Followers 1K Following Bireme Capital CIO / MIT '06 / I used to play poker https://t.co/nkVEbj4lri https://t.co/scqco3aC0h
Nortilus @Nortilus
92 Followers 2 Following Nortilus is a data driven researc platform focusing on equities in shipping, offshore and commodities. Launching in October 2025! https://t.co/kt2pwUpn4N
Sophon Microcap Atlas @Sophonatlas
199 Followers 284 Following A new research platform from @sophoninvest covering sub-$500M market cap companies globally
Jim Liu @jiahanjimliu
4K Followers 164 Following Software Engineer. Believe BTC is a better ponzi than fiat. Portfolio (9/9/25): 88% IREN, 12% TSLA, 0.02% ONDS, 0.028% TEM. Not Financial Advice.
Illiquid @illyquid
219 Followers 117 Following
June Goh @JuneGoh_Sparta
1K Followers 57 Following Senior Oil Market Analyst for Sparta Commodities. Seasoned oil professional, with roles spanning Refining, Trading & Strategy in Shell. Views are my own.
Kuppy's Korner @kuppyskorner
28K Followers 2 Following My name is Harris Kupperman but everyone calls me Kuppy. I manage @praetoriancap and this is our official blog...
Commodore @CommodoreJL
1K Followers 75 Following Commodore Research publishes Weekly China Reports, Weekly Executive Reports, and Global Advisory Notes. Free trials at https://t.co/cycJ3FXta2
Swissie ⚔️ @SwissieChad
695 Followers 358 Following Recovering PE guy | Investing my own capital | Prioritizing family, freedom & fitness
Atrium Research @Atrium_Research
6K Followers 4K Following Institutional quality sponsored research on underfollowed public equities.
RiverRoadPartners @partners_road
15K Followers 293 Following Hedge fund mgr. Not financial advice. Happy to debate ideas, especially shorts. River Road Partners is a made-up name for X, by the way, so don’t bother.
NINGI RESEARCH @NingiResearch
7K Followers 317 Following We publish research reports in the public interest. Not investment advice. Our social media manager is dyslexic. Disclaimer: https://t.co/O3NxrXlqpQ
Tom Smith @TomSmith839
2K Followers 727 Following Long shitcos that can grow EPS (FCF) at 15% for a few years. Occasionally long unprofitable shitcos if I’m in the mood for losing money
Agent007 @Agent0088156721
719 Followers 187 Following Semi retired financial executive. Recovering corporate treasurer. Still trying to figure out stuff. Not financial advice. Snark and wise guy. Live life well.
Ragnarok Research @ResearRagnarok
1K Followers 1K Following We are just a team of seventeen-year-olds publishing our thoughts on companies with a huge value gap. No tweets should be taken as financial advise.
Generals & Workouts @gw_investing
5K Followers 196 Following Trying to become a better investor. I write about net-nets, special situations and other ideas.
Silba @silbafounder
1K Followers 31 Following Warning: Contains detailed analysis of small-caps that Bloomberg Terminal hasn't noticed yet. Your portfolio might get ideas.
Faux Me Right? @FauxRight
5K Followers 284 Following Energy lifer and mostly regretting it. Founder of AFE Leaks. 25% value add, 75% dad jokes. OXY always submits a counter-bid.https://t.co/kLoinkva4J
Jérémie @jeremie0117
884 Followers 225 Following Research Analyst | Shipping, Offshore, Oil & Gas, Mining & Chemical
Apollo Research @ApolloResearchC
816 Followers 71 Following Investigative journalism - exposing fraud - information arbitrage nothing I post is financial advice, everything is to the best of my knowledge and belief
Ted 🐧 @edissuper
656 Followers 751 Following Individual investor focussed on value, small caps and resources. I generally tweet about stocks I own. Not financial advice.
Hiroo Onoda @onodacapital1
2K Followers 572 Following Lieutenant Onoda but for the War on Grifters. Former @onodacapital before i offended Elmo
Gavin @GavMcCracken
2K Followers 414 Following Stocks, Value, & Counter-Strike. Ahead and already in the next frontier of tech. Not financial advice. Some health writing https://t.co/d7uhmaqaDi
research2discovery @R2Discovery
1K Followers 175 Following Focused on finding great businesses. Concentrated Long Term Investor. Insights Driven. Own opinions, no investment advice.
Malcolm Brown @investor321123
850 Followers 731 Following Opinions are my own. Not investment advice.
Ali Gündüz @gnufs
5K Followers 364 Following I know very little and like to learn in public. DMs open.
LabRadar @LabbRadar
3K Followers 3K Following Hindsight is infallible. Being good involves recognizing when you’re lucky & pounding the table w/ conviction. Not investment advice. U win some, U learn some
Wolfdog Capital @Wolfdog_Capital
684 Followers 2K Following
The Capital Chronicle @AmsterdamStock
903 Followers 300 Following Seeking enduring value in a world chasing noise
Hank Ruehl @HankRuehl
832 Followers 505 Following Mining investor focused on critical metals & minerals. Here to share my own opinions, not investment advice.
Sleepwell🛌 @SleepwellCap
23K Followers 708 Following Looking for investments to sleepwell (public+private). Music, Consumer, Tech and Luxury. Independent artist & engineer. Opinions my own,disclaimers on Substack.
Alexandros @FamakisInvestor
247 Followers 98 Following 🇨🇭-based, 🇸🇪-educated, 🇬🇷 at heart 💙| Investor in companies (passion & job) | All statements are personal opinion | No investment advice - DYODD!
Mikael @BacardiCapital
9K Followers 706 Following Prince of Powder and Waterboarding Enthusiast. Former Head of Macro @ The Emerging E-girl Fund. Non Credible Expert
Turning over rocks @RocksOver
5K Followers 1K Following He who turns over the most rocks wins. Private investor.
Foxy_Energy_Trader @Foxy_Trader967
2K Followers 2K Following Energy derivs trader | Oil | Gas | EUAs | IB | Gamer | Chief Peggooor | Shitposteurrr | self-identify as fox |
Danny Ocean @DannyOcean555
4K Followers 607 Following Generalist looking for a new seat | FCF per share | Slowly slipping down the quality spectrum
phoenix @Phoenix_FFM
304 Followers 375 Following Asymmetric bets, deep value, preferably uncorrelated to the major markets, mostly small cap or even smallerTrends for United States
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