Pan Damads

Someone check on @jeremie0117 make sure his oil short didn’t get margin called

@jeremie0117 Back to the same price as last week, relax

@SheDrills @Kpax34373730 @MarhelmData What action are you referring to?

Told @Kpax34373730 w/ @MarhelmData on Monday that I was out of $PBR.A in favor of plays like $KOS & $TALO and the action today is why.

@han_seoul_ohno Sad 🙁

gracetx.com/investors/news… $GRCE CMC CRL…

@OpulentVenture What’s the reason?

$GPRK up 14% while oil is down 1.5% Notice how they're not moving together? There's a reason for it, and no one sees what's going on

@irbezek Do you have any opinion on GeoPark?

@ALLKAResearch Where are the earnings?

$BAK $PBR I found a high-quality asset for Petrobras. Everyone calls it Braskem, but I call it "pain."

@value_invest12 Keep in mind $BMBL uses a UP-C structure. The listed Bumble Inc. doesn't own 100% of the business. About ~25% of the underlying business is still held by pre-IPO owners. You can see the real market cap on Bloomberg. Yahoo Finance etc is showing the non-diluted one. Still v. cheap

Bumble is printing cash. Q4 adjusted EBITDA of $71.6m vs $63m guidance. Guides for $78m adjusted EBITDA in Q1 2026. Just $413m net debt end of 2026. No cash taxes for the foreseeable future. Should do ~$200m FCF in 2026 vs $451 million market cap. Short squeeze $BMBL

@DeItaone Sure buddy let’s se 40k first

U.S. INTERIOR SECRETARY SAYS IT'S REASONABLE TO EXPECT THAT VENEZUELA COULD BE A 4 MILLION BARREL OIL DAY CONTRIBUTOR

@jeremie0117 @AurelionRsch Yeah but Cepeda is still the favorite on Poly

@PandaMads @AurelionRsch Well 55% was the girl

@offshoremayor Why would this not be bullish for energy stocks?

Paper markets were able to push a barrel of oil down to -40 dollars back in 2020 when we were in unprecedented times. We are now in the same unprecedented times but to the upside. The narrative has been set to push it higher. I’d be shocked if oil isn’t above 100 come Monday. For anyone that has followed me for any period of time then they know I’m not a doomsdayer. I’m a “steady eddy guy”. I said last summer to fade Iran’s threats of shutting Hormuz down but this time is different. I think we see 150 before we see 70 again and no this is not bullish for energy stocks bc none of this is sustainable. I wouldn’t touch energy stocks with a 10 foot pole right now. Obviously not financial advice, it’s just my opinion.

@yui_torikata Do you know the name of the rig?

😫I know that one. It was my first off-shore rig sight with my own eyes…

@MarioNawfal Mute this Michael moron jfc

@OAlexanderDK Lol relax

Props to the people out actually filming things and putting in real work instead of the numerous grifting pieces of shit who just steal other people’s work for engagement. You know who you are.

@_Flycatcher_ BORR drilling is your new friend

@TheDriller11 If sold out is true, why does BORR still have a lot of white space for 2026?

Where are the Jackups? $ADES $VAL $BORR Demand popping up from everywhere but.... SOLD OUT

@ChrisMedlandF1 Verstappen should pit and begin to back up the field..

Piastri has a 25-second gap to Verstappen to close and some quick medium tyres to chase him down on. Norris is 4.7s behind Piastri, and 5.3s ahead of Leclerc (who sets the fastest lap) #F1 #AbuDhabiGP

@ALLKAResearch Is it pre or after market close tomorrow?

$BAK $PBR #BRKM5 WHAT IF TOMORROW’S BRASKEM EARNINGS AREN’T JUST “ANOTHER REPORT”… 💰🇧🇷but the moment everything flips? Two catalysts I’m watching: 1️⃣ Did CEO Roberto Ramos finally put OpEx on a diet? Cost discipline is the only path to a real rerating. 2️⃣ Is there tangible progress on the Alagoas disaster? The “mine disease” has been Braskem’s heaviest anchor. Any verified mitigation = instant sentiment shift. If both hit, could shock everyone who wrote off Brazil’s 2026 bull run. Stay sharp — tomorrow might be the inflection point. Or maybe we'll hear about the negotiations with Petrobras? #Petrobras #RTM #Braskem #LULA #Trump

@value_invest12 Name a few?

Boy, are some stocks cheap.