0SG ✓

@Zerosumgame33 · Valhalla · joined 29 Apr 2020

Contrarian small cap investor focused on asymmetric levered equities w/ catalysts to unlock asset value & earnings power. No investment advice, views are my own

25 832Followers

417Following

20 340Posts total

320.7KViews on collected posts

Последние посты

0SG ✓@Zerosumgame336 Sep

$CLMT another huge reason why Calumet will be able to accelerate deleveraging over the next 2-3 quarters is because they’re sitting on huge federal NOL’s shielding cash taxes. Balance was $670M @ 12/31/25. Add another ~$300-400M from GAAP losses thru 1H’26 gets you around approx 2.3K views · 39 likes · 0 reposts · 4 replies Open on X →

0SG ✓@Zerosumgame335 Sep

$CLMT 🚨OMFG. I'm losing my mind. This could be the most critical $CLMT tweet of mine over the past 3 years. In addition to the aforementioned EBITDA uplifts from MRL's newly revealed Phase 2 expansion, consisting of 1) SAF mix shift @ $1 premium to RD, 2) splitting high-octane h 11.8K views · 85 likes · 4 reposts · 7 replies Open on X →

0SG ✓@Zerosumgame334 Sep

$CLMT I strongly believe we see $90-$100 shortly after the $200M 29's are taken out on Jan 15th 2027 call premium step-down date (having already paid off remaining $325M on '28s thru Q3/Q4). At that point, the market will rapidly re-rate the equity for line-of-sight on $555M of 4.5K views · 59 likes · 0 reposts · 5 replies Open on X →

0SG ✓@Zerosumgame334 Sep

$CLMT my updated MRL model/ramp: TLDR: MRL = low to mid $500M ramped mid-cycle EBITDA Not financial advice, do your own research. https://t.co/AYTTMlU49H 2.9K views · 32 likes · 0 reposts · 1 replies Open on X →

0SG ✓@Zerosumgame334 Sep

$CLMT MRL phase 2 payback period = ~8 months Growth Capex: $137M Estimated EBITDA Uplift: 1) SAF Mix Shift = $80M * Selling incremental 80MMgpy SAF @ $1/gal net contribution 2) Renewable LPG = $75M * Selling 20MMgpy Propane & Butane offgasses net of nat gas replacement 3) 11.4K views · 33 likes · 1 reposts · 1 replies Open on X →

0SG ✓@Zerosumgame3318 Aug

@Zerosumgame33 You did it! 140 views · 1 likes · 0 reposts · 0 replies Open on X →

0SG ✓@Zerosumgame3319 Jul

@Zerosumgame33 U were spot on 131 views · 0 likes · 0 reposts · 0 replies Open on X →

0SG ✓@Zerosumgame3330 Mar

$CLMT $100 by 1H 2027. Pinned. 112.5K views · 101 likes · 3 reposts · 5 replies Open on X →

0SG ✓@Zerosumgame3317 Mar 2025

@Zerosumgame33 i not exactly a bear on $CLMT but im going to take the under on that, unless a huge federal SAF mandate comes out 1.8K views · 6 likes · 0 reposts · 3 replies Open on X →

0SG ✓@Zerosumgame3317 Mar 2025

@Zerosumgame33 No point in selling my -24% position now anyway... 1K views · 3 likes · 0 reposts · 0 replies Open on X →

0SG ✓@Zerosumgame3317 Mar 2025

$CLMT $50 by 2H 2026. Pinned. 172.2K views · 58 likes · 1 reposts · 10 replies Open on X →

На фоне аккаунтов своего размера

7 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.

Медианные просмотры2 881этот аккаунт924медиана для 10K–100K

Охват, %11.15%этот аккаунт3.62%медиана для 10K–100K

Вовлечённость, %0.82%этот аккаунт1.52%медиана для 10K–100K

Показатель	Этот аккаунт	Медиана для 10K–100K	Отношение
Медианные просмотры на пост	2 881	924	3.12×
Охват (просмотры ÷ подписчики)	11.15%	3.62%	3.08×
Вовлечённость	0.82%	1.52%	0.54×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

172.2K17 Mar

1.8K

112.5K30 Mar

13119 Jul

14018 Aug

11.4K4 Sep

2.9K

4.5K

11.8K5 Sep

2.3K6 Sep

Last 11 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.04%17 Mar

0.29%

0.51%

0.10%30 Mar

0.00%19 Jul

0.71%18 Aug

0.31%4 Sep

1.15%

1.42%

0.82%5 Sep

1.87%6 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes71.9%417 in total

Reposts1.6%9 in total

Replies6.2%36 in total

Quotes1.0%6 in total

Bookmarks19.3%112 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Последние посты

На фоне аккаунтов своего размера

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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