$VTNR Guy Profile Banner
$VTNR Guy Profile
$VTNR Guy

@CSuiteOperator

Followers
2,112
Following
1,237
Media
495
Statuses
4,047

Lover of unloved refineries. Comments are not investment advice. Do your own due diligence. code CSUITE 15% off annual sub

Mid-America
Joined August 2012
Don't wanna be here? Send us removal request.
Explore trending content on Musk Viewer
Pinned Tweet
@CSuiteOperator
$VTNR Guy
10 months
“Progress Software named as co-defendant in MOVEit breach.” Get use to hearing that over and over and over. 1000x+ $PRGS has only $12M left on cyber insurance as of 6/30. Moving my 🎯 from $40 to $34 near term, $13 long term. Example:
3
0
10
@CSuiteOperator
$VTNR Guy
2 years
@realEstateTrent President’s Son. Is that a profession? Never mind, $10,000/hr is too low anyway.
6
1
220
@CSuiteOperator
$VTNR Guy
1 year
@unusual_whales I’m not a billionaire, but can I opt into that 20% tax rate.
1
3
205
@CSuiteOperator
$VTNR Guy
1 year
Screw it. I’ve capitulated on my holdout. I’ve read the big banking analysts write ups on $PBR and it’s intentionally negative without any basis. Just as when GS tries to head fake you out of valuable assets, it’s the same vibe. Adding $PBR / $PBR.A alongside $EC.
4
8
73
@CSuiteOperator
$VTNR Guy
2 years
$VTNR, the next $GME/$AMC? Bull case: it’s a low risk, cash flowing value stock with multi-bagger opportunity, compounded with long-term options leverage. In 20+ years of value investing, I’ve never seen an opportunity to make generational wealth like this. Here’s why…
7
14
73
@CSuiteOperator
$VTNR Guy
2 years
On the topic of excess profits… Last quarterly filing: AAPL vs XOM Revenue: $97.3B $87.7B Net Income: $25.0B $ 5.5B NI%: 25.7% 6.3% Next let’s do Microsoft & Chevron… 1/3
3
23
70
@CSuiteOperator
$VTNR Guy
1 year
The last 48 hours have proven out the narrative that South American oil co’s are the best value of equity markets. Both $EC and $PBR are discounted beyond any rational metrics. Of the 2, I’m long $EC b/c more perceived predictability = less risk premium = higher valuation.
5
4
65
@CSuiteOperator
$VTNR Guy
9 months
If Twitter only allowed you to follow one account, this would be my pick. Easily the most impactful for the average Joe.
@Mangan150
P. D. Mangan Health & Freedom Maximalist 🇺🇸
9 months
Today's workout chin-ups seated row leg press calf raise chest press dips overhead press lateral raise EZ bar curls barbell shrugs sprint cycle all at one set to failure; total time 24 minutes age 68 Sun, steak, and steel
Tweet media one
43
17
534
4
5
65
@CSuiteOperator
$VTNR Guy
2 months
$VTNR Operational update Q1 New slogan “Still not bankrupt, bitches”
Tweet media one
13
2
63
@CSuiteOperator
$VTNR Guy
2 years
$VTNR A) $1-2/sh Historical Business - Recycling used motor oil B) $8-27/sh New Mobile Refinery - Bought +$2B refinery for $75M - Earns $1-2M/day C) $4-23/sh Renewable Diesel RD - 14k RD by 2H23 - Likely earns $0.5-$1.0M/day 🎯 $33 Now $10 🙏 LIKE/RETWEET 1/2
Tweet media one
3
8
62
@CSuiteOperator
$VTNR Guy
2 years
419 followers? Need some retweets. This should be the #1 trading stock for at least a week straight. At least 400 of you should be counting 💰today 99.9% of investors still have no clue what Vertex Energy is and that they bought a $5B refinery for $75M. $VTNR
7
19
64
@CSuiteOperator
$VTNR Guy
7 months
You owe me 5 minutes of your life. Reckon I should turn on tips. $VTNR
Tweet media one
5
2
57
@CSuiteOperator
$VTNR Guy
2 years
Reintroduction: I’m an operator for PE. I’m brought in as a CFO/CEO to maximize value, integrate M&A opportunities, cleanup financials. Value investor at heart. Enjoy digging into a company’s story, strategy, & valuation from a CFO’s point of view. Why I love $VTNR … 1/9
2
6
55
@CSuiteOperator
$VTNR Guy
2 months
Congratulations $VTNR investors on the 10,500% annualized return the past 2 days. And for everyone else, gfy. Have a safe and enjoyable weekend!
12
1
51
@CSuiteOperator
$VTNR Guy
9 months
For $VTNR newbies, I am a former PE CFO, who worked my way up through corporate finance over 20 yrs. I own two major positions: $VTNR long $PRGS short B/c I understand the finances of both. Simple. I use X to talk shit to 24yr olds who think a cash out refi is a business plan
9
1
51
@CSuiteOperator
$VTNR Guy
7 months
We’ve hit max stupid on $VTNR $75M for Mobile refinery $160M for inventory $200M Capex/RD ~$40M to go to 14k bpd RD Yes dumbshits, it should trade at $2.00 Forget RD, if you believe a fully operational, US based refinery is worth only $75M, please identify yourselves 👇
16
0
52
@CSuiteOperator
$VTNR Guy
1 year
When there is a run on capital, ESG and all the b.s. woke agendas get thrown out the window. There will be: 1) A flight to safety 2) A flight for yield How do you feel about 20-45% yields in beaten down oil co’s? $EC $PBR(.A) IF there’s liquidity, options should explode 🚀
2
3
49
@CSuiteOperator
$VTNR Guy
1 year
For those interested in $EC I’d recommend doing a search for “$EC” on the profiles of @calvinfroedge and @G_A_Wilson The both have a ton of great content. I love concentrated bets on low risk, high reward opportunities. $EC is my #2 position heading into earnings. $VTNR #1
1
0
49
@CSuiteOperator
$VTNR Guy
1 year
A bunch of lawsuits come out against $VTNR. Stock drops 10% Lawsuits dismissed within 24 hrs. It’s as if somebody wanted to do a quick smash and grab short&/or get longs to sell positions. Manipulation. RD FMV is $7-11/share alone. Cracks are heating up. $20 soon?!?
7
0
45
@CSuiteOperator
$VTNR Guy
7 months
Congrats $RIVN Investors: $9B cash, burn of 1.5B/Q. Good for 18months. Well deserving of your $18B valuation on $3.7B of Rev. 👏 Poor $VTNR w/ only 3.3B Rev & +$75M of op income. They need $85M to cover 2025 debt. Or they refi. No real cash burn. Ergo, $0.28B market cap 🙄
5
3
44
@CSuiteOperator
$VTNR Guy
2 years
Feel free to DM questions and I’ll do a follow up after earnings guidance. If you want more coverage of VTNR or other stocks in the future, please like and/or retweet.
5
2
45
@CSuiteOperator
$VTNR Guy
7 months
This is your friendly end of week reminder that $VTNR sucks and you shouldn’t own energy assets valued at ~$0.20 on the dollar. That’s just stupidity. Why the f would anyone want to own equity in a $2B+ asset at Market Cap of $340M
6
4
43
@CSuiteOperator
$VTNR Guy
2 years
Oh, hey, refineries make money. Shocking. Somebody poke me when we trade in the $30’s.
3
2
44
@CSuiteOperator
$VTNR Guy
2 years
Back in March I was waiting for $STNG to hit <$16 to buy back in. Never happened. Today it’s $40. I missed the boat. I feel the same is happening with $VTNR. I keep hearing folks tell me they are going to jump back in at $10. Well, I don’t think we’ll ever hit $10 again.
9
1
42
@CSuiteOperator
$VTNR Guy
2 years
Just think of where $VTNR stock price goes when they deploy that $100M in excess cash toward buybacks.
4
1
40
@CSuiteOperator
$VTNR Guy
2 years
Reintroducing myself. I’m the $VTNR guy. I’m a former CFO, Contoller, etc. and spent years in M&A building valuation models and conducting diligence. I want to help others become executives as not everyone is an entrepreneur. I got distracted by $VTNR
3
5
41
@CSuiteOperator
$VTNR Guy
8 months
Tomorrow I will wake up and know that I own part of a multi-billion $ asset. Ya’ll are excited for $6. I’m excited for $16. We are not the same. $VTNR
6
0
40
@CSuiteOperator
$VTNR Guy
1 year
Stock prices for $BP & $RIG after the Deepwater Horizon explosion: +7 days: BP down 5% RIG down 8% +30 days: BP down 25% RIG down 37% +60 days: BP down 47% RIG down 41% $NSC currently down 5.6% since the crash. Guess what’s next. For reference -40% = 🎯 $150 $0 later?
Tweet media one
Tweet media two
8
6
38
@CSuiteOperator
$VTNR Guy
6 months
Sometimes it’s nice to see $VTNR green while everyone else gets kicked in the teeth for once.
5
0
40
@CSuiteOperator
$VTNR Guy
2 years
$VTNR 🐘 in the room: The static, one time, hedge at 125% of historical 3-1-2 crack is in the past. Guess what happens when at earnings they announced new forward hedges from when cracks were in the $50-60’s? 🛢💵 🚀 🔃 🎯 $41.00
5
2
38
@CSuiteOperator
$VTNR Guy
2 years
@FabiusMercurius Or just buy $VTNR. Hold. Go back to bed. Set a stock price alert once it hits $20. Hit “snooze” until it’s at $28.75. RE-evaluate market conditions to whether to sell or hold. Between then and now, live a normal life. What am I missing? Long game wins.
6
0
39
@CSuiteOperator
$VTNR Guy
1 year
@greg_price11 “We believe” is a statement of opinion not facts. You’d think the American gov’t would have access to data to report facts. Vote ‘em out. All of them.
1
0
36
@CSuiteOperator
$VTNR Guy
1 year
When a refiner goes net zero debt AND is in an elevated crack environment… Get the F outta the way. $VTNR $DK $PBF
1
2
37
@CSuiteOperator
$VTNR Guy
2 years
On $VTNR earnings call: If I hear any of the following I’m adding: Capex/Use of Funds: TCEP PTU SAF De-bottleneck Buybacks If I hear all 5…YAHTZEE my target goes +$50, maybe +$60 and I bet the house long term
2
2
37
@CSuiteOperator
$VTNR Guy
10 months
Refineries aren’t cheap. And they take 5+ years to build. That $5.6B gets you 250k bpd. $VTNR bought Mobile for $75M. For those doing the math. New cost is $22,400 per Barrel of throughput capacity. $VTNR paid $1,000 per barrel. …and they added RD. 🎯 $18 is conservative
Tweet media one
2
2
39
@CSuiteOperator
$VTNR Guy
2 years
$VTNR Q3 EARNINGS PREVIEW: 1) VTNR had 50% of Mobile production hedged at $14.77 like Q2 2) September had a feedstock supply issue which accelerated Oct maintenance. - Bad for Q3 but a huge win for ‘unhedged?’ Q4 3) 2-1-1 cracks decreased during period and ramp in Q4 1/x
5
3
39
@CSuiteOperator
$VTNR Guy
2 years
Anyone making any 💵 today? Asking for a friend. $VTNR
4
2
37
@CSuiteOperator
$VTNR Guy
2 years
$VTNR That $75M acquisition just looks better and better each day.
@zerohedge
zerohedge
2 years
*CHEVRON CEO SAYS MAY NEVER BE ANOTHER REFINERY BUILT IN U.S. and scene
126
368
2K
4
2
37
@CSuiteOperator
$VTNR Guy
2 years
A hill I’ll die on… Ben Cowart pulled off one of the greatest small cap acquisitions in recent memory. It’s like Bill Gates and $MSFT buying DOS for $50k. That was Microsoft’s inflection point. The Shell Mobile refinery will go down as Vertex Energy’s inflection point. $VTNR
@CSuiteOperator
$VTNR Guy
2 years
Warren Buffett and Berkshire Hathaway $BRK invested $5B in $OXY for, well $5B. Ben Cowart and $VTNR invested in a $5B refinery owned by Shell for $75M. Did Warren Buffett overpay for his investment by $4,925,000,000? Or, did VTNR get the deal of a lifetime? @VertexEnergyInc
3
4
15
3
7
36
@CSuiteOperator
$VTNR Guy
1 year
Let’s revisit: 1) Cracks up significantly ✅ 2) $VTNR RD approved and live gr✅ 3) $VTNR unexpected extra 2% dilution from convertibles 📈🔻 Current Stock Price: $VTNR $5.75 $DK $23.60 $PBF $40.65 $VTNR -28% penalty for 2% dilution. Guess where I see SIGNIFICANT opportunity?
@CSuiteOperator
$VTNR Guy
1 year
VTNR Guy’s best value is refining price targets: $VTNR 🎯 $36 $DK 🎯 $44 $PBF 🎯 $112 Trading $8, $22, $36 respectively. Catalysts: $VTNR RD go live + Expansion; moderate cracks $DK Market understanding math or stop being anti-Semitic $PBF ENI JV Cash; moderate cracks
10
5
36
7
2
38
@CSuiteOperator
$VTNR Guy
1 year
I have no idea what banks had runs on their deposits today. But I do know $VTNR added ~$750k to its coffers. And they do it day, after day, after day. Who’s the shitco now?
6
0
36
@CSuiteOperator
$VTNR Guy
2 years
$VTNR
2
3
36
@CSuiteOperator
$VTNR Guy
2 years
Meditation exercise: Close your eyes. Pretend $VTNR is trading at 2x the current share price? Pretend you see all the 💰💰💰in your trading account. How does that make you feel? | | | | | | The correct answer is you should feel disappointed that it isn’t 3x 🎯 $41.00
5
2
33
@CSuiteOperator
$VTNR Guy
2 years
The devil’s advocate, #1 negative argument against $VTNR is that it MIGHT get hit by a hurricane. Yeah, and $VTNR might also win the lottery. Er, never mind, bad analogy. They kinda did win the lottery buying a $5B refinery for $75M 🎯 $28.75++
1
3
36
@CSuiteOperator
$VTNR Guy
2 years
Look, I didn’t discover this stock. I was 7 months late to the game. But I have ‘diligenced’ the hell out of it and love it. I don’t know when it gets rerated to FMV. It slowly built up to $18 and then energy got whacked in June and into July. See you at $41.00 9/9
7
2
36
@CSuiteOperator
$VTNR Guy
1 year
VTNR Guy’s best value is refining price targets: $VTNR 🎯 $36 $DK 🎯 $44 $PBF 🎯 $112 Trading $8, $22, $36 respectively. Catalysts: $VTNR RD go live + Expansion; moderate cracks $DK Market understanding math or stop being anti-Semitic $PBF ENI JV Cash; moderate cracks
10
5
36
@CSuiteOperator
$VTNR Guy
2 years
$VTNR fans: A quick reminder for earnings tomorrow. We all know they printed a boat load of 💰 We want to hear the following: 1) Latest changes on hedging 2) What are they going to do with all that cash? See post below. 3) RD Update 4) UMO update (profits?) 5) OPEX/b
@CSuiteOperator
$VTNR Guy
2 years
On $VTNR earnings call: If I hear any of the following I’m adding: Capex/Use of Funds: TCEP PTU SAF De-bottleneck Buybacks If I hear all 5…YAHTZEE my target goes +$50, maybe +$60 and I bet the house long term
2
2
37
6
2
34
@CSuiteOperator
$VTNR Guy
2 years
We’re still trading at >40% discount to FMV. This will go way higher 🚀 🎯 28.75++ $VTNR
3
0
34
@CSuiteOperator
$VTNR Guy
1 year
If you are short $VTNR, please be advised that I intend to murder your position in the coming days. Respectfully, VTNR Guy
0
0
35
@CSuiteOperator
$VTNR Guy
2 years
Congrats $VTNR holders. Only +46% to go to be valued at the industry averages.
3
1
33
@CSuiteOperator
$VTNR Guy
2 years
On $VTNR, all it takes is 2 hedge fund managers with a brain and a pair of balls to not be scared of ESG. With it trading under a $1B market cap, 20% of shares could be off the market in an instant. This is also why I hope corporate doesn’t wait too long to start a buyback.
2
1
34
@CSuiteOperator
$VTNR Guy
7 months
$VTNR has now invested more $ in the acquisition of Mobile Refinery and capex to ADD renewable diesel than the current market cap. Put your thinking caps on for 2 minutes.
4
0
34
@CSuiteOperator
$VTNR Guy
2 years
May I direct your attention to that 2.1x in the far right column. Pick a comp, any comp, and this is $25, $30, $35, $40…$50. Anyone of those is fine. $VTNR
@crudegusher
Sankey Research
2 years
Refining valuation comparison featuring new addition Vertex $VTNR as well as the old classics $VLO $MPC $PSX $DINO $DK $PBF $CLMT and we love $ADM $DG and of course darling Darling $DAR
Tweet media one
7
13
89
4
5
34
@CSuiteOperator
$VTNR Guy
2 years
I owe an apology to everyone who invested in $VTNR I was off in my OpEx estimate. I had used a published historical industry avg in Gulf Coast (upper $5’s), and increased it significantly for inflation. To make the math easy & stay conservative I factored $10/b. 1/6
1
3
34
@CSuiteOperator
$VTNR Guy
2 years
Dear @VertexEnergyInc , could I get Vertex coffee cup or travel mug? The day $VTNR trades above $20 is rapidly approaching and I want to enjoy watching those big green candles while sipping my morning coffee. Happy to pay for it. Lmk Pint glasses would be ok too 🍻
5
1
33
@CSuiteOperator
$VTNR Guy
2 years
$VTNR is going to hit $20’s in an INSTANT and soon March it’s way to 🎯 $28.75++. It’s going to happen before you can blink and the days of $14-15 will be long gone. Time to start diligence for future investments. My 3 fav LT Speculative bets: 1) $TELL 2) $YTEN 3) $GCEH 1/3
4
3
31
@CSuiteOperator
$VTNR Guy
2 years
$VTNR clearance sale shopping 🛒 complete. Thank you to all the sellers out there. If anyone is looking to unload a newer, low mileage Escalade because of the high gas prices, I’d be happy to buy that at 60% off too. Value investors always love a good deal. 😉
4
4
32
@CSuiteOperator
$VTNR Guy
8 months
$VTNR could trade $6-$8 at a moment’s notice. RD is progressing and Q4 will have favorably hedged gasoline plus a double dip of basic LCFS credits (while they qualify for low CI score, higher credit values). An RD/SAF builder could buy the entire enterprise at 20% of build cost
3
1
32
@CSuiteOperator
$VTNR Guy
2 years
I’m not selling my $VTNR shares until I can have a casual conversation on investments where the other person says “have you ever heard of Vertex Energy? They bought a refinery for nothing…” Twitter / internet doesn’t count. Has to be a cookout, cocktail party, etc.
2
2
30
@CSuiteOperator
$VTNR Guy
2 years
In theory, one could make enough $ on VTNR that a corporate career become a moot point. We’ll see where it goes, as I still think this is a great value stock, having purchased a refinery for pennies on the dollar. Until then, give me a follow and I’ll post more trade ideas.
0
1
30
@CSuiteOperator
$VTNR Guy
2 years
Millions $$$ being made on $VTNR Still only at 600 followers, so Vertex may as well be mainstream anonymous. Currently $13.40 🎯 $28.75 And according to all these beautiful models in my feed “shorts haven’t covered a single share” - Anastasia4839573648 /s #NOTaSHITCO
1
3
30
@CSuiteOperator
$VTNR Guy
2 years
$VTNR shopping day. 🥳 Long game wins.
8
0
31
@CSuiteOperator
$VTNR Guy
2 years
If $VTNR buys back $75M in shares & sells the UMO business for $250M+, it’s $35/share. If 50% of the UMO proceeds are used towards further buybacks, it’s then a $40 stock. UMO sale mandates payoff of the term. If the board elects to pay the convertibles in cash settlement: 🚀
4
1
31
@CSuiteOperator
$VTNR Guy
2 years
For the record, I’m a PE CFO not an expert trader. I’m looking at $VTNR as if I were the CFO and CEO. This company has the best valuation setup I’ve ever seen. I did valuations for many years, so it’s not nothing. There are professional traders that know 100x more than me.
4
5
31
@CSuiteOperator
$VTNR Guy
2 years
$VTNR has their annual mtg today so it would be nice (read: smart) if they took the time to formalize a share buyback program. We’re trading in the $10’s. Unless they get another refinery at $75M I’m doubtful any acquisition would be as a accretive to shareholder return
2
1
31
@CSuiteOperator
$VTNR Guy
1 year
$VTNR earnings 2/28: We already know the results will be good. Vertex already put it on paper. Be on the lookout for my commentary why $VTNR goes from worst to first. Or say worst to fifth (something like that). From 1/17/23:
Tweet media one
3
0
32
@CSuiteOperator
$VTNR Guy
2 years
If you help me 10x my followers, I’ll help you 10x your returns on $VTNR Deal? Currently 930
0
3
29
@CSuiteOperator
$VTNR Guy
1 year
$VTNR Low Val 15.25% WACC $25M capex/yr $20 2-1-1 crack 52% capture 70k bpd $4 OPEX = $448k/day or $163.5M/yr RD 8k bpd Assume $0.50/g margin (after RINs internal use) = $168k/day or $61.3M/yr + $80M RINs savings = $141.3M RD 14k bpd = $187.3M $350M/yr $2.3B DCF $23.80 diluted
5
3
31
@CSuiteOperator
$VTNR Guy
2 years
$VTNR proving that modern day traders/investors don’t understand cash flow. OPEX is ~$4/b or less. Cracks could drop 90% and they’d still cash flow. Stifel’s report provides an excellent overview of the opportunity. $2B reproduction value / 95M sh = $21.05 Currently $12/sh 🤷🏻‍♂️
@ChefWai93
Alan
2 years
$VTNR “High quality assets that received timely required maintenance and capital investments prior to the acquisition...last major turnaround conducted Oct 2019” “Cost to build a new facility >$2.0bn”
Tweet media one
Tweet media two
3
13
56
2
1
30
@CSuiteOperator
$VTNR Guy
2 years
Printing cash 💰 Got diesel? $VTNR does.
@lasse108
lasse
2 years
Great news $VTNR
Tweet media one
0
1
10
1
1
31
@CSuiteOperator
$VTNR Guy
10 months
$PBF 🎯 remains $112. It isn’t even half way there. $VTNR is the only public refiner that could 3-4x within the next 12 months. If $PBF bought $VTNR target immediately moves to $132 if they pick it up under $1B. Refiners are stacking cash & need to deploy it.
4
3
31
@CSuiteOperator
$VTNR Guy
2 years
Since I’ve been accused of being overly biased on $VTNR, I’ll present the bear case: 1) Meteor / Act of God (no insurance) 2) Biden outlaws energy 3) WHO mass extinction event via Covid / Fentanyl / TBD Otherwise, we’re printing cash for decades. 🎯 $36
5
2
30
@CSuiteOperator
$VTNR Guy
2 years
$VTNR 🎯 revised upward to $33.00
6
2
29
@CSuiteOperator
$VTNR Guy
2 years
And this, ladies and gentlemen, is why $VTNR owns an asset worth billions that sits on the balance sheet at $75M. You just can’t replicate a refinery for $75M. It takes years of time and billions of $. Even for 75kbpd
@BurggrabenH
Alexander Stahel 🌻
2 years
Wow - up to $18bn for 340kbpd refinery capacity @ManchesterUtd81 @JoeBeattie11
Tweet media one
7
12
59
3
6
30
@CSuiteOperator
$VTNR Guy
1 year
$VTNR @OldManJonn has a great spreadsheet for estimating Mobile. That said, I’ve got the following for Q4: Earnings of $57.6M or $0.76/share EBITDA $78.7M or $1.04/share But these numbers don’t matter. It’s about the forward narrative.
6
1
30
@CSuiteOperator
$VTNR Guy
2 years
My price target went way, way up for $VTNR. I’ve added to my position accordingly.
7
0
28
@CSuiteOperator
$VTNR Guy
2 years
$VTNR discussion has turned to VGO and Q2 earnings. It doesn’t really matter because they are so undervalued here. Whether we hit $1.40 or $1.75+, this quarter will be viewed as an anomaly. EPS should get them back to ATH, but it’s the mgmt commentary that matters most 1/9
2
0
30
@CSuiteOperator
$VTNR Guy
2 years
$VTNR is printing ~$2M cash per day. Their management team has been setting the stage for share buybacks per the SEC filing below. It’s just a matter of when, not if.
@CSuiteOperator
$VTNR Guy
2 years
This is the change to the debt covenant that $VTNR filed with the SEC last week: But hey, what do I know.
Tweet media one
3
2
21
7
3
29
@CSuiteOperator
$VTNR Guy
2 years
If markets were efficient, $VTNR would be up over 100% today. Also, if markets were efficient, there would be no alpha in trading. Market inefficiencies are what makes this fun and highly profitable. Long game wins. 🎯 $33.00
1
1
28
@CSuiteOperator
$VTNR Guy
2 years
For those $STNG investors who have killed it over the past 6+ months, please take this moment to dance on the graves of all the naysayers. Thank you. Full disclosure: I exited in 2021 but cheer you on like a graduated alum.
0
0
29
@CSuiteOperator
$VTNR Guy
2 years
The thesis hasn’t changed. $VTNR is undervalued 25-50% by any valuation standard, even though it’s doubled recently. I still view it as an investment opportunity of a lifetime, not a short term trade. (Not investment advice)
2
3
29
@CSuiteOperator
$VTNR Guy
7 months
Newsflash: Biden’s $8.2B grant for rail improvement projects…these are diesel trains. 150mph from LA to Vegas? Powered by America’s heavy duty, efficient mobile power source, Diesel. $VTNR
3
1
29
@CSuiteOperator
$VTNR Guy
2 years
I’m up a solid 10 followers since the weekend!!! Bombshell diligence and because virtually nobody is watching, this is still the sleeper stock of the year. $VTNR
3
0
28
@CSuiteOperator
$VTNR Guy
10 months
Remember the days when every asshole said $VTNR was going to go bankrupt. That was fun. Run rate of $625k/d or $0.55/sh Looking like tomorrow will be $702k/d or $0.64/sh
3
1
27
@CSuiteOperator
$VTNR Guy
1 year
As much as I love $VTNR, today will be an $EC shopping day. Easily the best opportunity of my portfolio. It’s as close to no lose as it gets.
6
1
29
@CSuiteOperator
$VTNR Guy
8 months
$VTNR
Tweet media one
3
0
28
@CSuiteOperator
$VTNR Guy
7 months
Current Portfolio: Could pop any moment: $VTNR $MEEC 2024 targets: $PRGS short $BAK small. watching to buy dips $EGY coup in Gabon is ridiculous I still think there is significant naked short buybacks awaiting $VTNR in coming days. DD’ing a couple others for 2024
5
1
29
@CSuiteOperator
$VTNR Guy
9 months
I have $VTNR conventional at $720k/day run rate or $0.66/sh. 🛒
2
0
28
@CSuiteOperator
$VTNR Guy
8 months
$VTNR earnings for Q3 were $0.17/sh diluted or 4.1% of their market cap, despite R&D’ing the Renewable Diesel. Exclude the growing RD and it was 10% of the market cap. For the quarter. That’s40% annualized for you math majors. 🎯 $18 #AmericasEnergyCompany
1
1
29
@CSuiteOperator
$VTNR Guy
9 months
Psst… $VTNR will provide an update on the term loan at earnings. I’ll provide an update on how they can write a check and pay it off. Zero concern here on the balance sheet. I’m not looking for $5, as we’re knocking on the door of $10+ with what is now known.
1
0
29
@CSuiteOperator
$VTNR Guy
2 years
My October estimate looks to be understated by 30% give or take. No reason for this to be under $14-15/share today after that earnings call. Go live with RD and that immediately bumps to $20. $VTNR
3
1
28
@CSuiteOperator
$VTNR Guy
1 year
$VTNR
@VertexEnergyInc
Vertex Energy, Inc.
1 year
Vertex Energy today announced that it has received approval from the Environmental Protection Agency ("EPA") for the generation of D4 Renewable Identification Numbers (“RINs”). #VTNR #FORWARD
Tweet media one
6
3
24
8
2
29
@CSuiteOperator
$VTNR Guy
2 years
TLDR: $VTNR Revised 🎯 $37-41/share As long as cracks stay above $2.00 $VTNR is positioned to operate cash positive for the mobile refinery. Yes, $2.00, not twenty. As much as I hate financing w/ warrants, they’ll be zero net debt with the wind behind their backs… 1/x
3
2
29
@CSuiteOperator
$VTNR Guy
10 months
If the east coast institutes a clean fuel program, the value of $VTNR goes parabolic. The more I think about it, I may have to consider becoming a left-wing liberal nut-job 🤔
1
0
28
@CSuiteOperator
$VTNR Guy
2 years
There’s going to be a day in the not too distant future when $VTNR hits all time highs. When that day comes, I want some of the die hards to take the victory lap: @Browcio11 @GrantHinkle @verkamp_mike We’re multiples away, but it’s gonna happen sooner than you think
4
1
28
@CSuiteOperator
$VTNR Guy
2 years
Your move Ben. <$10. How many people have a once in a lifetime buying opportunity (buybacks at ~1x EBITDA) on top of a once in a lifetime buying opportunity (Mobile refinery at 2 cents on the dollar into ATH crack spreads). @VertexEnergyInc $VTNR
4
1
28
@CSuiteOperator
$VTNR Guy
2 years
Remember, $VTNR could start buying back stock for Q3 and not have to report it to the SEC til ~Nov 15th (Q3 Earnings). Lots of cash flow will be generated between then and now. Just sayin’
3
1
27
@CSuiteOperator
$VTNR Guy
9 months
If you liked this content, give me a like and maybe retweet it. Better yet, search “$PRGS” and read my thesis why Progress Software is going to get crushed because of the MOVEit breach. Comments are always welcome. $VTNR 7/7
1
1
27
@CSuiteOperator
$VTNR Guy
2 years
A hill I’ll die on: $VTNR The acquisition of the Mobile refinery for $75M will be one of the greatest opportunities for non-ponzi generational wealth creation by retail investors ever For the real estate crowd: it’s like buying prime oceanfront condos for 1 month’s rent/door
2
1
28
@CSuiteOperator
$VTNR Guy
2 years
Raise your hand if you’re buying thousands of $VTNR Oct $10 Calls. 👀
7
0
28
@CSuiteOperator
$VTNR Guy
1 year
Today, $VTNR goes from being a boy to a man. IYKYK 🎯 $13-15; $22; $29; $36
4
0
27