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@NextWaveEFT NextWave EFT
NextWave EFT posts on X about $ctra, acquisition, $cog, just buy the most. They currently have XXXXXX followers and X posts still getting attention that total X engagements in the last XX hours.
Engagements: X #
- X Week XXX +298%
- X Month XXXXX -XX%
- X Months XXXXXXX +118%
- X Year XXXXXXX -XX%
Mentions: X #
- X Week X -XX%
- X Month XX +10%
- X Months XX -XXXX%
- X Year XX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.67%
- X Month XXXXXX +0.68%
- X Months XXXXXX +2.90%
- X Year XXXXXX +5.80%
CreatorRank: undefined #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% currencies XXXXX%
Social topic influence $ctra #7, acquisition 28.57%, $cog #4, just buy 14.29%, $4bn 14.29%, future 14.29%, ceo 14.29%, ark 14.29%, euro 14.29%, target XXXXX%
Top accounts mentioned or mentioned by @samuelgibson @chigrl @albertagarbage @newsfinoil @war527
Top assets mentioned Coterra Energy Inc (CTRA)
Top Social Posts
Top posts by engagements in the last XX hours
"1/4 Couple things on the Kimmeridge letter to $CTRA: $CTRA responds to the critiques of being multi-basin bc of learnings from one basin to the next: First of all just buy an Enverus subscription and youre good. You dont need to drag along a $4bn asset for learnings"
X Link 2025-11-05T11:54Z 10.8K followers, 9157 engagements
"2/4 Second whether or not past learnings justified the initial acquisition of $COG (they did not) you can only justify holding those non-Permian assets if $CTRA believes FUTURE learnings are worth the Permian dilution of carrying these assets. (they also are not)"
X Link 2025-11-05T11:54Z 10.8K followers, 1353 engagements
"3/4 $CTRA case to hold those assets is objectively a bad one to make. Unfortunately for $CTRA shareholders youve got a CEO/Board who have quadrupled down every time on how good the $COG deal was. Theres no easy way for them to say oops youre right at this point"
X Link 2025-11-05T11:54Z 10.8K followers, 1657 engagements
"4/4 So my thought on how this plays out: A) $CTRA quintuples down on defending the worst acquisition made during the shale era and they somehow fend off Kimmeridge. B). Board + CEO shakeup the correct decisions get made and $CTRA becomes a name you can actually own. /end"
X Link 2025-11-05T11:54Z 10.8K followers, 4586 engagements
"Ive listed out the primary X (SJ ark ef) with the 5-6 follow ons (anad prb Rockies etc) adding another slug. Bcf/1000 is not the right metric. The better metric is f&d ($ per EUR) and the target is $1.25/mcf. 10k lat at $10mm with an EUR of X bcf. Thats an economic well at $XXXX. Every play listed above could achieve that totaling tens of thousands of wells. Think youre underestimating what the L48 industry would do in a sustained $4-5/mcf world (they would pounce) and greatly underestimate the amount of inventory that works at that price range. Betting the L48 boys would let prices creep"
X Link 2025-12-07T19:44Z 10.8K followers, 1701 engagements
"@Samuel_Gibson_ @chigrl X bcfd of gas growth over ten years Production grew XX bcfd the last XX yrs. Well be alright"
X Link 2025-12-11T12:11Z 10.8K followers, X engagements