Vale. Every tracked FinTwit mention of $VALE, newest first. 7 mentions since the first on Sep 15, 2025. See the price chart.
May 2026 · 1 mention
May 13
Lawrence McDonald — YTD Hard Assets vs. Financial Assets
BHP Group $BHP +53%
Rio Tinto $RIO +43%
Vale $VALE +32%
Alcoa $AA +28%
vs.
Mag7 MAGS +5%
Bloomberg data.↗
February 2026 · 1 mention
Feb 5
Marhelm — Vale drops a $3B bomb: 30 triple-fuel ore carriers, 20 Newcastlemaxes (210k dwt), 10 Guaibamaxes (325k dwt). 25+ yr charters, FO/ethanol/methanol-ready. Game-changer for bulk shipp…↗
November 2025 · 2 mentions
Nov 10
Marhelm — Vale has had a nice development since we covered the company back in October with Fernando Araujo.
"A better investment than oil and set to have a huge impact the next 20 years."…↗
Nov 1
Marhelm — BRAZIL DEEP DIVE
Discussing Brazilian politics, PBR, Vale, Braskem and under-the-radar stocks with Chief Investment officer at FCL capital Fernando Araujo.
Exclusive deep dive in…↗
October 2025 · 2 mentions
Oct 27
Marhelm — Vale's iron ore output is hitting multi-year highs, driven by strong performance at S11D and other sites. YTD production is on track for the upper end of guidance.
$VALE↗
Oct 22
Marhelm — We were left with tons of insight into key Brazilian companies after today's talk with Chief Investment officer at FCL capital Fernando Araujo.
Petrobras is likely to cut dividen…↗
September 2025 · 1 mention
Sep 15
Marhelm — Fernando Araujo, Chief Investor Officer at Rio-based FCL Capital, is coming to our platform to discuss where Brazil is headed and the best companies to look for deep value. $PBR $B…↗