Top Tweets for #NUTSTUFF

about 3 years ago

https://t.co/IUpbNXGYbW These journalists drive #NUTSTUFF crazy. Just no idea how large the world's energy requ. are. Every year we need 6m BPD of new oil just to stand still. Even if the article has some hope=truth= reality in it, it would take £billions of capex and 20 years.

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about 3 years ago

If base money/ cash gives you 5%. We all have to be thinking 10%+ returns. More on this thematic and inflation; rates etc in #nutstuff tommorow.

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about 3 years ago

In commodities that may pour into the shot glass of uranium market cap. If you read #Nutstuff you know the names. If it is 1 name it is $UEC US but also $CCJ US and $YCA LN and -$DNN and see the Aussie names roaring. Pure “spec sit” uncorrelated alpha here .

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over 3 years ago

Finally, $AMZN $GOOGL and $AAPL kick the 2023 b*ll market firmly in the b***s! $AMZN numbers and guidance to #Nutstuff playbook :)

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almost 4 years ago

$AMZN finally the -20%+ implosion. 55x buy ratings and 1x Sell. #Nutstuff has been THE relentless Sell call out there for >2 YRS. AWS margin implosion. Retail bus struggling and ludicrous multiple. -22% a/hrs. Sorry but huge Shameless gravedance here!

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almost 4 years ago

To get a seal to balance a ball on its nose give it a fish dont beat it! Finally #Nutstuff also likes having $$$ and Central Banks “choke” insurance here. Have good vehicle here thanks to RM my Macro-man.

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almost 4 years ago

For 18mths + #Nutstuff Has had alot of Energy and relateds. Biden can suck up to Venezuela all he likes but right now he needs OIL companies to drill and pump!

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about 4 years ago

Simple analysis of Uranium price and fcf generation vs EV at various prices. $U/U CN/ $URA/ $CCJ/$URNM/ $YCA LN $UEC.. more on #nutstuff tommorrow

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about 4 years ago

If you love Gold, then you will love this gold nectar - Nature at its best- In one hive we have 48 frames of capped honey ready for harvest #nutstuff

BoyleAlistair's tweet photo. If you love Gold, then you will love this gold nectar - Nature at its best- In one hive we have 48 frames of capped honey ready for harvest #nutstuff https://t.co/41tIJNfdT8

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about 4 years ago

I sense here the Energy bottom is close to being in ( names to buy: $VAL $WFRD $XPO $OIH and Tech ( profitless ones for sure!) highs in. Names to sell… #NUTSTUFF Content Conviction and Curated narrative.

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about 4 years ago

@dryan310 #nutstuff I nearly added to a name today, then realised that every stock chart looked v similar. People back congratulating themselves, when its been a case of "rising tide lifts all boats". Look at how well gold has bounced and you might ask why ?

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about 4 years ago

#nutstuff S&P 500 pausing just below key medium term resistance at the early July high of 4177. A move above 4177/4200 would target 4400, and likely 4600. Note some US indices like the Nasdaq 100, the Russell 2000 and the Russell Microcaps are already above their early June high

BoyleAlistair's tweet photo. #nutstuff S&P 500 pausing just below key medium term resistance at the early July high of 4177. A move above 4177/4200 would target 4400, and likely 4600. Note some US indices like the Nasdaq 100, the Russell 2000 and the Russell Microcaps are already above their early June high https://t.co/VjImPaW40q

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DER GOLDREPORT - #Gold #Silver

about 4 years ago

#nutstuff Mkt was scared post Newmont cost inflation comment. Best risk rewards since march '20 in PM. Agnico, and Barrick9+3.9%) the best plays....

@DerGoldreport

about 4 years ago

Barrick Gold Non-GAAP EPS of $0.24 beats by $0.02 revenue of $2.86B beats by $10M A dividend of $0.20 per share was declared for the quarter on the back of the strong operating performance and net cash of $636 million. $GOLD $ABX

DerGoldreport's tweet photo. Barrick Gold Non-GAAP EPS of $0.24 beats by $0.02

revenue of $2.86B beats by $10M

A dividend of $0.20 per share was declared for the quarter on the back of the strong operating performance and net cash of $636 million.

$GOLD $ABX https://t.co/Ac4eQOl6f8

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