Geldvos

Finaal het jaar afgeklopt op 83,07% rendement voor de aandelenportefeuille. 3 grootste thema's in de portefeuille bij de start van 2026: 1. Oil & Gas (focus offshore services) 2. REE's ("Zeldzame aardmetalen") 3. Deep value Industrials

Here is your daily reminder that oil demand is not cyclical - supply is. The world can grow at the pace that energy prices and supply allow. If these disruptions continue, or deepen (ie, Kharg Island offline), oil prices AND lack of supply will crush the global economy.

@bitcoinmystick @ekwufinance "avoid accusations and false claims" and then you do just that. Best of luck to ya

@geldvos @ekwufinance Avoid accusations and false claims. You don't OEM a business because what you're saying is dumb. Or you did own a business and it went broke, because you clearly don't know how to run one.

Poland is capping fuel prices - VAT reduced from 22% to 8% - Costs ~$430M per month - Partially funded through a windfall tax on energy companies This is becoming the go-to playbook for governments: subsidize consumption to ease short-term pain, while simultaneously taxing producers more heavily. The result? Higher demand paired with weaker incentives to produce. In the middle of the largest supply shortfall in history, governments are effectively pouring gasoline on the fire... boosting consumption while discouraging production. That’s a textbook recipe for shortages.

@TwentyCapital @w0111f @Schuldensuehner Not a bad decision in a time when there wasn't much to earn on loans. With rising rates, banks earnings potential go up dramatically. If they decide to go risk-on and build out their loan book again, this could boost earnings for years to come.

@geldvos @w0111f @Schuldensuehner It’s illogical. They have used the ZIRP era to unwind their soured loans books. $ETE has cut their loan book in half…

MSCI reclassifies #Greece to Developed Market from Emerging Market.

Latest Tharisa pricing looks good. $ths.l #ths

Chile just hit its lowest copper output in nearly 9 years with production falling for 7 straight months as ore grades decline & mines struggle. Supply is tightening into an inflecting demand backdrop.

@TwentyCapital @w0111f @Schuldensuehner Might not have the best performance ratio's. But perception isn't changed yet. Say Greek banks to your average investor and they'll react like you proposed to eat roadkill.

@geldvos @w0111f @Schuldensuehner The banks are crushing it… cost income ratio of 30% is nooooo joke!

🌖 “Open Hormuz!” 🌗 “NATO, help open Hormuz!” 🌘 “EU, Japan, Australia, help!” 🌑 “You have 48 hrs to open Hormuz!” 🌒 “5 more days to open Hormuz!” 🌓 “You have 10 days to open Hormuz!” 🌔 “You have till Apr 6 to open Hormuz!” 🌕 “Can leave without opening Hormuz!”

Lange termijn grafiek (kwartaal) $GRE.PA - consolideren boven de EMA50 - volume stijgend All good

Eerdere bijdragen over dit topic: $GRE.PA November 2024: x.com/geldvos/status… Februari 2025: #outperformance-europese-aandelen-tegenover-amerikaanse" target="_blank" rel="nofollow noopener">geldvos.com/onrustige-goud…

Het was een kwestie van tijd... $GRE.PA

@w0111f @Schuldensuehner Shipping magnates Healthy banks (no joke)

@Schuldensuehner What this developed market produces except feta cheese?

@bitcoinmystick @ekwufinance You ignored my question. Do you run your own business? Cause if you don't, your answer is based on theory in your head. Mine was based on practical experience. So if you got nothing of substance to add, I wish you a good day. PS: try writing without AI. You'll learn more.

@geldvos @ekwufinance Stop theorizing out of your ass, and the same textbooks OP is reading. You just said "they'll continue to operate the businesses they currently do", which agrees 100% with my first post. For the sake of arguing here you're twisting your neck and sticking your head in your ass.

Europees gas blijft onder de lange termijn weerstand. Voor de markt is er nog géén gasprobleem in Europa. Ja, het is 58% duurder dan voor de oorlog. Het was ervoor dan ook goedkoop. Wie pré-2022 prijzen verwacht zonder Russisch gas snapt er geen bal van. $TTF

🟢 OPEN OPTION 🆔 TID: #107 • $NB 🛒 Buy 1 × CALL 5 Jan15'27 @ 1,35 USD 🛒 Buy 1 × CALL 7,5 Jan15'27 @ 0,84 USD 🛒 Buy 1 × CALL 10 Jan21'28 @ 1,46 USD 🧾 Fees 4,5 USD 💡 Thesis: pullback EMA 20, setup deed me denken aan $LWLG die @geldvos ook eerder deelde.

@ira_joseph @ColumbiaUEnergy Then add the cut by Japan via higher coal and nuclear. And it becomes clear why TTF/JKM are trading where they are trading (rather than 5x higher as in 2022)

We hebben hem gevonden! Die ene politieker die wel iets goed doet voor de bevolking...

#NioCorp #ZeldzameAardmetalen #China #Geopolitiek #Grondstoffen #GrowthBeleggen

👉 Lees het volledige artikel op Geldvos geldvos.com/zeldzame-aardm… Of als podcast op 📺YouTube youtube.com/watch?v=DBiByo… 🎙️Spotify open.spotify.com/episode/2sGJFl…

Fundamentele deepdive in NioCorp Developments $NB De Verenigde Staten zijn 100% afhankelijk van China voor de import van een heleboel kritische metalen. China produceert 70% van de zeldzame aardmetalen, maar raffineert meer dan 90% ervan. Dat is een monopoly... en tevens de reden waarom Washington miljarden investeert in haar eigen mijnbouw, raffinage en supply chains. NioCorp Developments is een Amerikaanse mijnbouw-startup die profiteert van deze marktdynamiek, het aandeel is fundamenteel interessant en op korte termijn staan er twee belangrijke mijlpalen te gebeuren. In dit artikel & podcast: 🇨🇳 Duiding Chinees monopoly Rare Earth Elements (zeldzame aardmetalen) ⛏️ Deepdive NioCorp Developments: Mijnbouw in Nebraska 🔃 Verticale integratie: 100% US based supply chains + reyclage 💰 Waardering van het project vs huidige marktkapitalisatie 🎯 Twee mijlpalen die op korte tijd de waarde sterk zullen beïnvloeden.

@RubenBaetens Kranten moeten verkocht worden. Fear and panic sells

Haast elke dag staat er iets in de krant over stijgende energieprijzen, maar eigenlijk schommelt de gasprijs al een héle maand rond 50-55 euro per MWh 🤔 Al de rest was intra-day fuzz ..