RogueWayve

🇺🇸. Western Civ. Energy, shipping, and mining. Markets are inefficient. We are in a 4th turning crisis.

[RogueWayve @RogueWayve]

@JaguarAnalytics They see abaxx $abxx coming for the throne

[RogueWayve @RogueWayve]

@InvestInJapan You had me at MLCC not gonna lie

[RogueWayve @RogueWayve]

@SultanAmeerali I hear you on surge, though can’t help but feel I missed the boat on it

XXIX has runway througu the rest of this year at least, which should get them through drilling at Thierry K1 and at opemiska saddle zone

[RogueWayve @RogueWayve]

@Temple_Eight 100%

[RogueWayve @RogueWayve]

@dmuscat @mrfriebe @JohnLatham I think it will be pulled up, everything else performing today….

[RogueWayve @RogueWayve]

$mari.to underperformance continues to puzzle. Top laggard in my watchlist only rivaled by the never moving $xxix.v

Anyone know anything?

[RogueWayve @RogueWayve]

@PythiaR @ContrarianCurse It ain’t the EPC.
But if you do have a thesis around EPC, would love to hear it. Those names have gotten crushed

[RogueWayve @RogueWayve]

@mrfriebe @JohnLatham Publicly at least, everything been smooth. Personally don’t think value is extended
Maybe folks think the capex costs are too low?

[RogueWayve @RogueWayve]

Mad as hell that I only read about NGK corporation now. Damn how did I miss this

[RogueWayve @RogueWayve]

@AtlasShrug1 @jaysyoon I didn’t know that… glad someone else threw in some knowledge!

[RogueWayve @RogueWayve]

@Temple_Eight @AtlasShrug1 Of this screen shot only $MDA is legit imo. If this gets washed out with the rest would buy in

[RogueWayve @RogueWayve]

@ScarcityTrade Yeap !

[RogueWayve @RogueWayve]

@AtlasShrug1 @jaysyoon Tokyo exchange lunch break!

[RogueWayve @RogueWayve]

@AtlasShrug1 @jaysyoon All Japan electric hardware getting hit. Looks like a normal pullback across the board

[RogueWayve @RogueWayve]

@jayg327 You can get long here but note that magnesium reduction and reclamation capex will eat the next 2 years of free cash flow. IMO if I was smarter I would have sold knowing this. But I’m not so I’m holding for longer time, plus a lot of cap gains.
The upside unlocking Farim

[RogueWayve @RogueWayve]

@KairosPraxis Citrini wrote it up as part of 2026 trades. Not a bad one but has definitely run

[RogueWayve @RogueWayve]

@pequityresearch You sure about that PE multiple though?

[RogueWayve @RogueWayve]

@holden_commodor When you last posted it I said I was late. Turns out it was not too late. Ugh this market is insane

[RogueWayve @RogueWayve]

@holden_commodor Nooooo I was waiting for an entry