Emil Baggie.tinkaren
@Edark94
Followers
11,920
Following
815
Media
13,069
Statuses
37,393
Swede with an interest in commodities & shipping | Armchair geologist | IR for Pambili Natural Resources $PNN.v | Proud shill of @MySteelGlobal
London
Joined January 2011
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Kutlu Olsun
• 234254 Tweets
UNRWA
• 231757 Tweets
Mustafa Kemal Atatürk
• 183901 Tweets
Maroc
• 82877 Tweets
INI THE VIEW
• 58692 Tweets
新シナリオ
• 53672 Tweets
HYBE APOLOGIZE TO LISA
• 49729 Tweets
ワイルズ
• 46611 Tweets
LINE MAN RADIO x CHARLOTTE
• 46239 Tweets
SB19 IWAGAYWAY ANG WATAWAT
• 46112 Tweets
#SB19ReceivesMurilloVelardeMap
• 45332 Tweets
バチカン
• 24168 Tweets
Atam
• 23929 Tweets
朝ドラヒロイン
• 22370 Tweets
マイナ免許証
• 19953 Tweets
蜘蛛恐怖症対策モード
• 19688 Tweets
NE MUTLU TÜRKÜM DİYENE
• 19645 Tweets
閣議決定
• 18815 Tweets
キャラクリ
• 18405 Tweets
スライム
• 17395 Tweets
Anıtkabir
• 16620 Tweets
RAVIPA With KNP
• 12872 Tweets
#29EkimCumhiyetBayramımız
• 12830 Tweets
نعيم قاسم
• 11977 Tweets
Pinned Tweet
The crossover of the CENTURY has FINALLY happened, the
#bauxitebros
X
@MysteelGlobal
collab is now OFFICIAL!!! 🐊 🐊🐊
To help investors get an insight into the opaque Chinese
#bauxite
market, I'll be sharing snippets off their in-depth weekly reports on Twitter!!!🥳🎉
5
6
60
If you asked me a year ago that I'd actually get professionally involved with a jr miner, I'd call you crazy.
But here we are! $MOLT.CN
66
4
261
So I wanted to do a grand reveal once I managed to save up to a 1 000 000 SEK, but sadly I didn't manage to reach that goal in time... Oh well, here are my complete returns!
In total I have inserted 54k into my account & made 778k in pure profits. Not too shabby in 2.5 years
47
4
252
2023 top 5 picks, it's gonna be a VERY unsurprising list:
1.
#Tin
y'all know the names already!
2. $PBR.A big juicy divvies!!!
3. $PNRL.v never going down, ever 😤
4. $SRL.v multi bag the moment permitting completes 🤞
5. $SGML.V nutty yield on a soon to be lithium producer!
25
16
184
With a couple hours of 2023 to go, here are my 5 top picks for 2024:
1. $AFM.V
No surprise here, eh? With
#tin
demand starting to recover & production gearing up from Mpama South; it is a no-brainer HODL for the upcoming year with plenty of catalysts to make it move higher!
10
10
182
Well, the time has come for my final portfolio update! This ended prematurely as I had to rug y'all to buy a house, but I'll still be shitposting on Twitter! I'll just focus more on my core sectors than pitching hundreds of ideas per month lol.
Well hot diggity damn, this week sure delivered on many fronts, from Uranium going crazy & PTAL finally delivering!!! 🥳
Managed to barely give anything back on Friday as well, so ended +13% points for the week, current YTD 124% 🥳
15
2
102
30
0
160
Maybe sending arms & supporting Ukraine wasn't such a bad idea after all, despite the far too many fintwats on here seemingly thinking otherwise 🤡
Ukrainian forces entered Izum, the strategic town in Kharkiv region. Unbelievable. In spring Russians spent 1 month to take it. Now it took halfday to liberate it. It’s real new Tsushima
180
3K
19K
7
14
153
For everyone asking about whether or not I've sold $PBR, see below table.
Until Lula either manages to figure out a way to stop PBR dividends (so far NOTHING has actually occurred), I'll sit tight & be right.
18
12
140
It seems someone didn't have a jolly good Christmas... 😂
26
0
134
Mood today:
I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR
8
11
132
Girlfriend just got on an ambulance due to corona... The delta variant is serious friends, she got severe symptoms as perfectly healthy 24 y/o non smoker 😢. For some reason I'm doing fine tho, although I wish our roles were reversed...
64
2
132
@dieworkwear
@DonTomassino_
Ahhh, thanks for clearing it up!. It was tan shoes you felt didn't fit in a biz setting, not brown in general... so many unwritten rules, so much to learn!
3
0
131
If you're a swing investor, you buy $SBSW today & enjoy a nice lil bounce on Thursday upon news they're finally shutting in production at Stillwater.
Still more pain to go, but BTFD when Calvin having a public meltdown is too good of an opportunity to pass.
11
3
133
Who in their right state of mind pays $42bn for this garbage? I truly don't get it...
61
5
124
You buy coal for asymmetrical r/r, despite the fact every retail investor ever is already long & coal prices remain at historical highs while natty crashes.
I buy shitco jr miners fir asymmetrical r/r; when they're hated, dirt-cheap & barely make money.
We're not the same.
21
6
119
As
#tin
is ripping once more & people once again asks for recommendations, let me just show you this amazing presentation from Boris about $AFM.v that I think most missed given tin crashed.
Do I need to say more?
11
20
122
When I'm not busy pumping shitco's & dunking on boomers with inflated egos, I'm spending some quality time in my little vertical garden project.
It's getting there, slowly but surely!!!
16
0
115
Don't wanna jinx it, but does look like ya boi need to dramatically reduce his portfolio soon...
Might have gotten my bid accepted for a house today 👀
16
1
112
While my portfolio doesn't currently reflect this, oil does seem like the biggest no-brainer long out of all commodities right now. China demand is good, NA onshore rigs are being shelved, sentiment is in the toilet & there are large US draws despite recession woes.
hmm... 🤔
24
5
112
People are slowly but surely beginning to realize just how BOOOLISH the setup is for offshore drillers. This is a snippet from a recent Clarksons presentation! 👀
$RIG $DO $NOL.OL $DVD.OL $ODL.OL $CLB
10
7
109
Getting a suit fitted in Phuket didn't turn out to be such a bad idea after all 🤔
21
1
109
Well friends, looks like my addiction Twitter will soon have to come to an end...
Because I finished my MSc recently & just signed a contract to work as a developer!!! 🥳
I'll be around, but probably will have to start tweeting less... at least when I work 🤣
32
0
107
It seems that very few realize the unprecedented time we're in for some many commodities, due to the Russia sanctions.
A tip: Mute the generalists whom has done 0 work, yet confidently calls for a top in commodities. Follow the actual pros whom realize just how fucked it is
9
4
104
I've gone from bullish commodities & shipping, to straight up APEISH 🦍🦍🦍!!! I'm telling y'all, we're gonna make generational wealth here by climbing up the wall of worry, as 🐮 exit too early & 🐻 continuously get squeezed.
Russia sanctions changed everything... EVERYTHING!!!
7
4
107
Pretty damn hard being bearish energy when hearing this refreshing rethoric. War or not, energy security is now the name of the game in EU!
The inevitable offshore driller bull cycle gonna be insane 👀
Very clear language from
@TimmermansEU
at
#BrusselsForum
on the future of 🇪🇺🇷🇺 energy relationship.
33
98
418
12
9
109
WOW WTF
Okay, fuck it. I'm turning into a complete fucking utard. The massive investor interest in physical
#uranium
can only end up with shit getting absolutely bonkers.
Especially as it's about to get the sweet sweet ESG label due to this energy crisis... 👀👀👀
Kazatomprom Announces Investment in Physical Uranium Fund
16
107
564
12
3
105
Welp, colour me pleasantly surprised! You LOT are actually buying MOAR $PBR.A $PBR post dividend? Have people finally realised how silly the nationalisation bear thesis really is??? 👀
WAGMI MFERS 😤💪
It's a bit of a cycle. First you get the post div puke, then the fear, then the recovery & runup into next dividend. Rinse & repeat ad infinitum!
You'll get used to it after a while 😮💨
4
1
45
13
5
104
Well hot diggity damn, this week sure delivered on many fronts, from Uranium going crazy & PTAL finally delivering!!! 🥳
Managed to barely give anything back on Friday as well, so ended +13% points for the week, current YTD 124% 🥳
It's been a while since I did a portfolio update, but it will now return weekly as $NAN.v finally relisted to $PNRL.V!
I've had an OK time since then, lots of volatility in oil have kept the gains modest despite the yuge shitco rally! Currently at 111% up YTD!
4
0
39
15
2
102
$AFM.v +10%
$ARCH +8%
$CSO.v +9%
$IFOS.v +10%
$BTU +11%
$TOH.v +19%
15
1
102
Some of y'all might remember that I was very into gardening last summer & mentioned that I was getting 40 strawberry plants for this season. I wasn't joking lol
Here is a little preview of my hobby project to create an food garden oasis on my balcony here in London 👀
13
1
99
Soon $PBR has fully recovered the dividend dump. People are beginning to believe... 👀
9
4
97
Remember when Lula was gonna gut & nationalize $PBR? Me neither lmfao
$PBR.A BACK TO $10 BABY WE TAKE THOSE RARE W's 😤💎🤚
10
4
95
This week was also a rollercoaster, but this time the ride was FAR more FUN! Ended up circa 10% points for the week, current YTD 101%. Finally managed to breach 100% YTD! Could I reach 200% for a third year in a row? Idk, but I sure hope so!!! 🥳🎉
I thought last week was bad, but oh boy this week sure was a rollercoaster. Got absolutely rugged on Monday, made some back Tues/Weds, rugged again on Thursday just to experience FUCK YEAH FRIDAY.
Ended up slightly up for the week, current YTD 91%. Just 3% to go from ATH! 🥳
18
0
57
18
0
96
And just like that, the market closed. A normal Friday for most, but personally marks the day which turned a small privco run & funded solely by professionals with a vision of the Iberian belts potential, to actually finding serious capital sharing said vision. We're off to the
18
1
97
What a week! Shorts got squeezed, garbage started flying but I sat tight (& hopefully remained right)!!! Up a whole 15% points, so my YTD has now reached 85% 🥳
Pretty nutty performance, another week like this and I'll be up 100% for the year which is rather mindboogling 🤯
This week was an absolute disaster with a massive pullback on Monday & Tuesday for commodities... but managed to regain much of it back, but not all! So my first weekly loss of a whole 8% points 🤮
But all things considered I'm glad it's not 15-20% as I thought it would be LOL
6
0
29
15
1
93
Update! GF got discharged & just got home! Seems like the worst is behind us 🥳
Thanks for all the ❤️ shown here, it was very heartwarming and kind of you all 🙏🙏🙏
9
0
93
Energy bulls gonna catch these FLOWS!!! 😤 WAGMI!!!
A $10 billion momentum ETF abt to dump tech for energy in massive rebalancing.
73
314
2K
5
6
92
This is just a beautiful sight to behold, $TSLA stans & Elon are fighting as the share price continues to go limit down 😙👌
KEEP RAISING THOSE DAMN RATES JPOW, IT'S WORKING!!!!
9
13
92
4
5
93
never a boring moment in Calvin's adventures against the system lmfao
@stripe
is forcing us off their platform because our founder and primary shareholder lives off grid and uses a rural water system.
Unfortunately we are being forced to suspend our credit card processing and debank due to their new KYC requirements that ban living off grid.
13
2
34
12
0
89
There is definitely more value to squeeze out, but given the dramatic over performance vs anything non LatAm oil, I'm pretty content taking profits here!
So long & thanks for all the fish! 🥳
14
0
89
So I've begun something I've wanted to do for a while, watch all the old school classics! Basically watch through the 100 years 100 movies list!
First up: Lawrence of Arabia! I went in blind and came out STUNNED! 10/10 it has aged like fine 🍷, the scenery is just *chefs kiss*
21
1
89
Twitter has truly gone to shit, can't even trash talk the Danish in this hell hole anymore SMH
19
2
88
While everyone is panicking about CS, I've been paying attention to all the rather bullish oil news. OPEC+ over 1mm cut, Russian production *finally* faltering & China no-covid policy showing signs of easing 🧐
Maybe I'll have to get exposure a bit earlier than planned...
13
1
89
Me & my $ZIM gains today:
7
1
89
Never forget friends... never forget...
8
5
89
Offer accepted, looks like I need to dump most of my portfolio... time to restructure the damn thing once more 😂😂😂
18
0
87
How the fuck do people manage to lose money on stonks when markets always go up eventually? Got to be one dumb motherfucker who bought something useless such as "commodities" instead of AI LMFAO
It actually pains me when someone is losing money and says "the market doesnt make sense." here is the truth, the market isnt supposed to make sense, by definition. Just make money, dont make sense.
44
52
482
19
0
87
Don't worry anons, $SBSW will most definitely not share the same fate. Its balance sheet is completely fine and they totally haven't had any signs of distress.
5
1
87
FWIW $ZIM crayons tell us to sell here
So I trimmed most of my rather sick gains for 2024, gonna keep a small position only & re-enter if we see a nice lil dip 🙏
27
1
85
The small vertical garden is shaping up preeetty damn nice!!! Got daily visits of a bunch of bumblebees & other wild bees, so I must do something right!!! 🥳
12
0
84
Hope y'all have a wonderful weekend, pondering on the life choices you made to end up invested in natural resources! 🤓👍
16
2
87
UK might WAGMI after all... first to actually begin MOAR DRILLING in size!!! 👀
11
5
82
I'm not bearish OFS per se, but if you're chasing and/or not taking profits after a 40% rally in a single month... you're doing it wrong & asking to get rugged!!!
Just a friendly reminder xoxo
11
2
84
Having a 6 hour layover in Zurich is truly the worst! It will probably cost me more to buy food & snacks during my short time here, rather than my entire 2 week stay in Thailand 💀
15
1
82
Had another amazing year due to $SGQ.to $ZIM $AFM.v, can't believe I nearly had as a large return as I did in 2020!!! 🥳
Can we get another good year before the house of cards falls down? I'm skeptical, but I'll keep trying! 😅
2020 has been my best investing year so far, although I only started in 2017. Looking back I owe much of it to people on Twitter and the friends I've made along the way. Happy new years everyone! 🎉
1
0
6
17
1
84
I got a serious plant addiction, can't stop ordering trees. But can you blame me, just look at this shit. How can I resist planting one in my frontyard to have a similar display in circa 10 years? 😤
Boring old lawns w/o anything in them GTFO, we tree maxxin dis bitch
15
0
84
Imagine selling energy & commodity exposure to chase the ponzi tech bear market rally
R I P
3
4
81
Update: Nearly 0% cash, just added $AFM.v & leveraged longs in $ZIM $BABA again as well.
FULL
APE
MODE
ACTIVATED
11
2
83
Pretty funny how you can buy one of the world largest international cement makers near covid lows, because 🤡 think all listed German industrials will go to 0.
So much possible alpha to generate here...
$HDELY
17
3
79
Sweden if they scammed Norway out of all their oil for 40% of Volvo:
11
2
81
I was a tad bit early back into WHC 😅, but I think it's definitely time to fade EU optimism & pivot further into a polar vortex collapse scenario by being long coal/gas!
Thinking of joining the bois in $YAL.AX 👀
8
3
83
$ZIM premarket is giving me severe FOMO
mistakes were made...
25
0
82
What a week, feels like things are beginning to break & the BIG CRASH all the 🐻 have dreamed off for years is finally happening.
But I had a great week despite that, due to being long mostly energy & shipping! Up 9% points for the week, current YTD is 90% 🥳🥳🥳
How fitting that April ended with such a volatile week lol. Did really well on some punts, did atrocious on others! All in all, managed to at least survive! Current YTD is 81.7%, slightly up for the week! April ended up 2.4%, which relative to the market is A-OK for me 😅
5
0
40
19
0
81
This is missing the trees for the forest, don't forget their current FCF yield + growing gas production in EU (Corrib, Slovakia, Hungary etc) + LXE
They are 90% unhedged in 2023, if TTF remains high then they will print $$$. Current valuation for $VET $VET.TO is a JOKE!!!
$VET.TO seems like a smart pick for a European gas bull and is getting more attention as TTF prices go bonkers. Can't help but notice the company is facing its 4th consecutive drop in Dutch production. Also meaningful declines in France and Canada. A concern or a buy?
15
3
53
7
9
82
Imagine being bearish oil lmao
API Inventory Moves
Crude + 567,000
Gasoline -4.223 million
Distillates -949,000
Cushing -731,000
#oott
#gasprices
7
28
127
10
4
81
Aww yiss P/E 1x! 🥳 $PBR $PBR.A is finally only *very* undervalued instead of *extremely* 😂
8
3
81
this is probably the best long Chyyyna thesis I've heard, probably buying $BABA for the 5013th time because LFG YEAR OF THE DRAGON BROS 🐉🐉🐉
16
4
83
While everyone is piling into PBR for Brazil exposure, ya boi is looking elsewhere...
Have y'all forgotten about $VALE? Pretty crazy that it's trading so cheaply, esp given recent jump in steel/IO & the yuuuge Saudi investment 👀
22
9
83
I used to be a gold hater, but I have become quite the bull. But recently, I've even become a fanatic.
The strength in this rally, where every dip has gotten bought despite much skepticism & a complete lack of retail participation, makes me INCREDIBLY excited for
#gold
.
12
2
82
dude had +$10m but didn't cash out, and now he lives out of his car... must have fallen for the
@BichonRedux
psyop that he was merely middle class & needed at min $20m to retire comfortably.
many such cases... 💀
There’s a lot of freedom in living in your Tesla for a while.
Fewer bills to pay. No rent/mortgage, internet, utilities, taxes, repairs, maintenance, etc.
You own less stuff, especially if you donate everything in your storage unit like I did. And as a result, you be less
132
44
669
10
2
82
WELL WELL WELL, WHAT DO WE HAVE HERE 👀 !!! Is $PBR $PBR.A finally gonna run back to $15? 🤞
Regardless, WAGMI MFERS LFG!!! 🥳🚀🌛
Is that finally a proper breakout for $PBR $PBR.A ? 👀
Sure looks like it to me at least! 😤🤞
12
2
71
9
3
77
If there is one selloff that has puzzled me it's agriculture. How did wheat, corn etc all fall straight back to pre invasion levels? Whatever happened to the massive decline we kept hearing about in production worldwide, did it get solved? 🧐🤔
22
3
79