Lee Roach on X
@CapitalFang Worked for $BTU. Not sure if something will work here.
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marginofdanger on X
$BWEL has been the most aggressive in years on its share buybacks since the last reported financials (6/30/25). While not as significant as I would like, the increased pace of buyback is probably a good sign for FY26 results. https://t.co/tQmmswZS0P
JabroniCoin.USD on X
UBS initiates $CENX conservatively: $60 at 4x EV/EBITDA > Oklahoma & shareholder return catalysts > best leverage to US MWP > Oklahoma and datacenter not priced in > 4x below normalized mid cycle https://t.co/MiKQD9rlFV
SG on X
$SB #sugar what a day! https://t.co/kWAiFObTRd https://t.co/zeODI0xbe5
JabroniCoin.USD on X
Timna on $CENX “early innings of broader FCF rebound.” “Hugely undervalued” at 1.5x their ‘27 EBITDA. $83 PT at 4x! Direction of numbers up, delta to street up, and lots of multiple rerate room imho https://t.co/8wkrmh5S83
JabroniCoin.USD on X
“for the first time in over a decade, all Century assets should be operating at full capacity. I'm very proud to report today that our team has delivered” As expected, Q3 & Q4 will be when the real earnings power of $CENX is demonstrated. Still under-earning. Still bottleneck. https://t.co/Buw6H87Sed https://t.co/KyfyjMcJhq
Thursday Tailwinds #1: Aug 8, 2026
Aveanna benefits as Medicaid shifts ventilator care home, while UK housebuilder scarcity and El Niño create separate long-term tailwinds.
DOMO Capital Management, LLC on X
I just met with $ALTO management. In regards to the ATM - apparently there were some rumors in the market regarding the mixed shelf they recently renewed where people were concerned they would dilute shareholders by $150M or something. The ATM puts that to bed and increases their ability to negotiate on future projects from a position of strength. Shareholders certainly shouldn't be expecting that $ALTO is going out this week and raising $50M. In-fact, they even posed the question, "Look, if we were going to raise $50M in the next week or two, would we be aggressively paying down our debt?" Answer seems pretty obvious........ Market is vastly overreacting here - great opportunity.
Ian Bezek on X
@Tintincapital @29374736ahshsv @flippyfloppy52 @smurfkonto1 Ha, no worries. There were some real concerns around resource nationalism in Chile recently, especially with $SQM so that's understandable.
DOMO Capital Management, LLC on X
It would be massive.... Honestly though, California is nearly as big as it will be almost instantaneous.... There is simply a fire marshal holding it up for really no reason. It could get resolved any day and when it does... California will be full go E15 instantly. You'll notice an immediate decrease in ethanol inventories and an increase in ethanol prices / crush margins. $ALTO is uniquely positioned for this as well with the west coast facilities. Year-round #E15 approval will take time. Infrastructure would need to be built out across the national and ethanol demand would steadily move higher year after year. California already has the infrastructure.
DOMO Capital Management, LLC on X
My guess is that $ALTO noticed the massive increase in short interest and is being prudent in case there is a massive short squeeze in the stock. Definitely possible with #E15 odds continuing to increase. https://t.co/sSmfB9fwFC
Nat Stewart on X
@JohnHuber72 I believe $NRP's production jump in Appalachia was primary due to $ARLP's Tunnel Ridge mine, which should be a stable producer going forward.
SG on X
$SB #sugar looks like it is breaking out of this congestion. Mar27 contract below 👇 https://t.co/QMvIM6m2Ab
DOMO Capital Management, LLC on X
$ALTO $GPRE Ethanol Blend Rate Shatters Record, as Cost Advantage Soars During Iran War https://t.co/SLJHUejmfX
Appearance The Stansberry Investor Hour Podcast
The Stansberry Investor Hour features a discussion of Constellation Software’s AI prospects and Natural Resource Partners.
PPTA · long Perpetua Resources CORP
Perpetua Resources (PPTA) is a development-stage gold mining project.
DOMO Capital Management, LLC on X
$ALTO $GPRE E15 👀👀 "Senate Republicans will include language to permanently allow year-round sales of E15 fuel in the farm bill they plan to mark up next Thursday, according to two people familiar with the plans."
JabroniCoin.USD on X
Timna Tanners: We see limited impact from the aluminum tariff tweak $CENX https://t.co/B4tCNvsy5Z
DOMO Capital Management, LLC on X
#E15 👀 "Current reporting indicates a compromise could be reached between the House-passed version of the E15 bill and the Fischer-Capito bill introduced in the Senate in February 2025 by Sens. Deb Fischer, R-Neb., and Shelley Moore Capito, R - W. Va." $ALTO $GPRE
DOMO Capital Management, LLC on X
Might be one of those days again.... $ALTO $GPRE https://t.co/JDe6p8IL4U
RI(N)sing higher
RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.
DOMO Capital Management, LLC on X
Interesting opportunity today..... $ALTO should be following $GPRE higher shortly...... Ethanol market continues to operate in a goldilocks environment.
Artificial Bloom
Bloom Energy’s AI data-center fuel-cell growth plans face scrutiny over scandium supply, with Hunterbrook alleging China dependence and…
Odd Lot Arbitrageur on X
Is $NRP a gift at <$100? Appears that way if you can own an MLP. A good/great royalty business that: became over-leveraged, rapidly paid down debt from CFFO, trades at a high teens FCF yield. Potentially feeding the soda ash JV for a bit longer…Long.
