TwentyCapital

Turnaround | Deep Value | Markets Disclaimer: All tweets are neither financial nor investment advise, they are opinions. free for debate.

[TwentyCapital @TwentyCapital]

So many great Accounts that have been pounding the table about $SNAP
@aleabitoreddit @gurgavin @IrenicCap @RandianCapital @profgalloway @mreiffy

Let me tell you something. This is the Perfect use case for a bottom up retail led activist campaign pair it with vitality and we can achieve real change to the voting structure, governance and SBC!!

Let’s do it. Let’s bring impressions on $SNAP and Evan the terrible! Enough is enough. Wake up #Snaparmy

[TwentyCapital @TwentyCapital]

@Kranzschwinger Der einzige Ort wo Cabrio fahren klar geht, ist Italien (Amalfi Küste oder Toskana) in einem Oldtimer mit einer Frau die ein Seidenhalstuch trägt. Sonst sieht man aus wie jemand der gerne weißes Hemd mit blauen Knöpfen trägt.

[TwentyCapital @TwentyCapital]

@JoanaCotar 2-3 Jahre aber bitte ohne Klimaanlage

[TwentyCapital @TwentyCapital]

@Volker_Beck Eigentlich?

[TwentyCapital @TwentyCapital]

@Nick_duCat This will put Kuwait, Iraq, UAE, Qatar further under pressure. It’s either you dump the price or you are Stuck with it…

[TwentyCapital @TwentyCapital]

@tleilax___ Oil discounts incoming inside the gulf

[TwentyCapital @TwentyCapital]

They will flush the clogged storage system. No reason not to price way below market in order to lure buyers back into the gulf, the risk of passing and the ability to exit via Hormuz needs to be accounted for. Plus gulf states need money it’s been very expensive, without the ability to sell. Stored oil needs to be reduced fast to increase storage capacity for a potential re-closing of the strait. I don’t make the rules

[TwentyCapital @TwentyCapital]

@phileeppos And this is when Golf States will face the harsh reality of offering steep discounts or face permanent shut ins

[TwentyCapital @TwentyCapital]

@Talophex Well they need the west to keep consuming don’t they?

[TwentyCapital @TwentyCapital]

@Tyen_Musa @jimmy__russles @staunovo We’ll see what happens

[TwentyCapital @TwentyCapital]

So if they won’t return to the gulf it will collapse tanker rates outside of Hormuz… imo gulf states that can’t find vessels will offer steep discounts soon on their oils to keep the flow up as storage tops out… this will happen in an oversupplied market… oil is going further down.

[TwentyCapital @TwentyCapital]

@jimmy__russles @staunovo Well you can’t find out if you ask without a steep discount can you? You have to offer steeeep maybe even <0 to get traders/carriers to be willing to pick it up deep inside the Persian Gulf

[TwentyCapital @TwentyCapital]

@EngRecruitingg @PalmerLuckey Is this confirmed?

[TwentyCapital @TwentyCapital]

@staunovo @nikitabier apparently this was enough to „suspend“ my account by the algorithm. What is going on?

[TwentyCapital @TwentyCapital]

@staunovo When will Gulf State storages reach tank tops? Are we already there?

[TwentyCapital @TwentyCapital]

@rainman0796 @SnapInvestors It makes perfectly sense

[TwentyCapital @TwentyCapital]

@evanspiegel Evan the terrible who says loosing is in the long term shareholder interest

[BoxLongs @BoxLongs]

$SNAP C suite relationship with investors is deeply screwed up. 'new' CFO should be addressing this question- WHAT ARE U GONNA DO DIFFERENT? @IrenicCap @JonahLupton @RandianCapital @gurgavin

[TwentyCapital @TwentyCapital]

@Rory_Johnston @mercoglianos They will have to cut prices

[TwentyCapital @TwentyCapital]

@MacroAlphaHQ Oil 50