Fran

Investor.
The time is on our side.

[Fran @fran85M]

Waiting for more to come 🎉🎉🎉📈

[Fran @fran85M]

$AR #propane 55% of Antero NGLs production is propane 📈📈

[Selección Española Masculina de Fútbol @SEFutbol]

Jugamos juntos.

Ganamos juntos.

𝗖𝗢𝗠𝗢 𝗨𝗡𝗔 𝗙𝗔𝗠𝗜𝗟𝗜𝗔.

#VamosEspaña | #CopaMundialFIFA

[Fran @fran85M]

@SpidyAtletico Lo has clavado.

Solo quitaria el punto 7 porque es lo que Julian busca con todo esto. Y le volvia a decir o que traes una oferta en condiciones o te quedas. Y por supuesto, ya no te vas al Barcelona.

[Fran @fran85M]

@luciaambel @twpallorar @Pansith_ Tengo 41 años y de mi generacion no conozco a nadie queeste viviendo bien con esa mentalidad a los 26. Si quieres vivir bien cuando tengas 40 hay que empezar a ahorrar, hay ciertos gastos que son elevados pero que hay que hacer.

[Fran @fran85M]

El CM se paga solo 😂

[Atlético de Madrid @Atleti]

HERE WE GO! Hemos enviado un fax al @FCBarcelona_es con nuestra oferta de traspaso: 4 entradas para el concierto de Bad Bunny de mañana, una suscripción anual al ABC y una bolsa de pipas. Esperamos ansiosos la respuesta para preparar el ‘announce’.

[Fran @fran85M]

@RidyardMike Its concerning to see the persistent downward drip in $RECI’s NAV. Ongoing asset valuation write-downs are effectively cannibalizing the total return for shareholders.

[Matthias Schmidt @eurofounder]

@VVTLD It’s not a confiscation but an investment. The government invests money on your behalf, it benefits everyone

[Fran @fran85M]

@Hata78625165 @Enniosotanaz +Barrios

[Fran @fran85M]

@AlbertOrtegaES1 De verdad es periodista??

[Fran @fran85M]

Source: https://t.co/jGQ3pKzgn7

[Fran @fran85M]

#mcg La subida del precio del petroleo favorece el uso de otros medio de transportes.

[Fran @fran85M]

@EUnicornHunter Is the sulfur story shifting from a 'price spike' to a 'physical availability' crisis? With 44% of global seaborne sulfur trapped behind the Strait of Hormuz, players like Morocco's OCP aren't just facing high costs—they’re facing empty pipelines. No sulfur = no phosphate. $MOS

[Fran @fran85M]

@Hemmerz_ @M10Update Matt the video is in slow motion

[Fran @fran85M]

@MPelletierCIO And high inventory levels they reported during the last earning.
This inventory has increased significally its value ...

[Fran @fran85M]

@KnightBladePM @wallstengine Claude is right.

To add to the picture, China banned the export of fertilizants

[Fran @fran85M]

Se enteraron de esto?

https://t.co/YY8pSj9bPc

[Wall St Engine @wallstengine]

BofA Downgrades $MOS to Neutral from Buy, Lowers PT to $30 from $33

Analyst comments: "We are downgrading MOS to Neutral from Buy as margin expansion in phosphate fertilizers is likely delayed a year. We have been bullish on phosphates and expect prices to sustain higher highs over time; however, the conflict in Iran is proving inflationary for raw materials, namely sulfur and ammonia, creating a difficult backdrop for profits. With cash flow hindered by another year of elevated capex, and a muted earnings inflection, we expect shares could be rangebound until a better backdrop emerges.

This is unfortunate, as we believe spot margins were set to inflect materially just as the Iran conflict started. We remain bearish on ammonia longer term and expect material sulfur demand destruction should drive prices lower. However, we need the Strait of Hormuz to remain open for this to play out, and both could have material upside over the near term given the conflict and fallout to energy infrastructure. This means margin expansion is more of a 2027 story, and thus we wait for more clarity to emerge."

Analyst: Steve Byrne

[Fran @fran85M]

@Munesh0987 399

[Fran @fran85M]

@TheSecretAcct @RidyardMike They included the sale of assets in the cash income. IMHO This is a one-off and should not be considered in the income generation.

And where are the interest expenses included?

[Fran @fran85M]

$KOS #kosmos la cotización no refleja la situación actual.

[Cycle Bottom @BULLReturns]

How will we take advantage of this uncertainty? As opposed to jumping onto the momentum trade in #oil or #chemicals, which required entry last year, we will be looking for the contrarian hate trade, what falls off the cliff and offers > 8x returns over 36 months.

As the unknowns are the length of this disruption, it could stop 🛑 rather fast on #oil levels achieving critical levels > $120 in the short term or continue for an extended period.

#airlines #cruiselines, particularly emerging markets may get hit materially due to limited #oil supplies.

Buy the hate near sell off lows....prior to the peak of #oil

[Fran @fran85M]

Investing since the last 14 years.

[Manoj Ahirwar @manoj_ahi]

If the Software Developer job becomes obsolete in 2 years.

what's your backup plan?

[Fran @fran85M]

Por eso Cuba y Venezuela son potenciaw mundiales