Author
@duedillengence duedillengence
grade Ax.com/duedillengence ↗
Transparent bottom-up small-cap analyst dissecting critical-minerals plays and dilutive deal mechanics
Posts original, position-disclosed fundamental theses and sk
trader score
+1.66
hit rate
60%
mean α
+2.67%
signals 14d
7
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 60% hit rate, +2.67% mean alpha, trader score +1.66. Their last-14d mentions, direction-adjusted, have moved +18.9% since posting (mean over 6 mentions with price data).
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | SOC | @duedillengence | -0.65 | Criticizes SOC-related post, highlighting dilution despite lower debt cost. | — | tweet ↗ |
| 2026-06-30 | SOC | @duedillengence | +0.45 | Says investors were not ready for breakout news in SOC. | +38.0% | tweet ↗ |
| 2026-06-30 | SOC | @duedillengence | -0.75 | Warns lower SOC shares force more issuance, calling it a death spiral. | +38.0% | tweet ↗ |
| 2026-06-29 | METC | @duedillengence | +0.45 | Likes METC setup ahead of Brook mine study and possible MOUs. | +2.1% | tweet ↗ |
| 2026-06-26 | SOC | @duedillengence | -0.45 | Calls believing in SOC from the start egregious. | -42.3% | tweet ↗ |
| 2026-06-23 | CAR | @duedillengence | -0.35 | References expected legal fight involving CAR and Pentwater. | -14.2% | tweet ↗ |
| 2026-06-22 | SOC | @duedillengence | -0.25 | Says costly financing buys time and avoids bankruptcy, but is expensive. | -54.6% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.