@UndervaluedOnG JSG
JSG posts on X about $wcp, stocks, $arx, oil the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [------] +172%
- [--] Month [------] -4.50%
- [--] Months [-------] -51%
- [--] Year [-------] +29%
Mentions: [--] #
- [--] Month [--] -21%
- [--] Months [---] +13%
- [--] Year [---] +63%
Followers: [-----] #
- [--] Week [-----] +0.11%
- [--] Month [-----] +0.43%
- [--] Months [-----] +1.50%
- [--] Year [-----] +12%
CreatorRank: undefined #
Social Influence
Social category influence finance 39% stocks 24% countries 13% cryptocurrencies 7% currencies 6% technology brands 4% social networks 3%
Social topic influence $wcp 16%, stocks 16%, $arx 7%, oil 7%, $cve 7%, bullish 6%, $cpg 6%, $meg 5%, growth 5%, inventory 5%
Top accounts mentioned or mentioned by @shaletier7 @teddygambino @trendbullish @williammcmulle9 @beegjj @psworldwide13 @hfiresearch @kevinagraham @nuggetcapital @jamesjstuartb @energykenobi @youtube @staunovo @javierblas @garquake @gugo907 @bigorrin @solarsailor4 @energyburrito @ericnuttall
Top assets mentioned Accelerant Holdings (ARX) Cenovus Energy Inc. (CVE) CRESCENT POINT ENERGY CORP. (CPG) Montrose Environmental Group, Inc. (MEG) Canadian Natural Resources Limited (CNQ) Enerplus Corporation (ERF) Mach Natural Resources LP (MNR) Suncor Energy, Inc. (SU) Veren Inc. (VRN) BP p.l.c. (BP) California Resources Corporation (CRC) Arweave (AR) Range Resources, Corp. (RRC) Exxon Mobil (XOM) Convex Finance (CVX) Copiosa Coin (COP2) Uber Technologies, Inc. (UBER) Born in [--] (19) Wheaton Precious Metals Corp. Common Stock (WPM) BHP Group Limited (BHP) Freeport-McMoRan Inc (FCX) FORTUNA Silver Mines Inc. (FSM) Crestwood Equity Partners LP (CEQP) Energy Transfer, LP. (ET) Joystream (JOY) Ovintiv, Inc. (OVV) Matador Resources, Co. (MTDR) Windoge98 (EXE)
Top Social Posts
Top posts by engagements in the last [--] hours
"Sold these $arx shares today -- decent gain. Did not touch my core $arx holding Nibbling on $arx here. Just a short term trade thats the plan anyways Nibbling on $arx here. Just a short term trade thats the plan anyways"
X Link 2026-02-10T16:26Z [----] followers, [----] engagements
"$MNR another USA oil production data obfuscator. Closed on an acq Sep [--] that almost doubled production & squeezed two weeks of production into its 3Q25 numbers. Controlling for this oil production down 9% QoQ assuming 20% oil in new assets (generous assumption)"
X Link 2025-11-10T19:06Z [----] followers, [----] engagements
"$meg acquisition by $cve to close this week per the $meg ER"
X Link 2025-11-11T13:22Z [----] followers, [----] engagements
"@ShaleTier7 $arx getting gobbled up this year. Gobble gobble"
X Link 2026-01-08T03:23Z [----] followers, [---] engagements
"@ShaleTier7 You think $arx gets gobbled up this year"
X Link 2026-01-20T03:16Z [----] followers, [----] engagements
"A # of my holdings $cve $wcp $cnq $su hit 52wk hi today w/ WTI @ [--]. So what do we think is going on with o&g equities Sniffing out future upward oil price moves Broader hard asset bubble Recent m&a 2-3 years ago wed be getting beat up with these commodity prices"
X Link 2026-01-24T01:49Z [----] followers, [----] engagements
"@BeegJj What about $cve"
X Link 2026-02-03T23:32Z [----] followers, [---] engagements
"$COP 4Q25 USA crude oil production down 25K b/d or -2.7% QoQ to 900K b/d. L48 crude oil production down 39K b/d while AK up 14K b/d"
X Link 2026-02-05T15:08Z [----] followers, [----] engagements
"As @ShaleTier7 previously noted re $arx wrt Attachie the continued well underperformance in Attachie should not be a surprise"
X Link 2026-02-05T22:14Z [----] followers, [----] engagements
"Nibbling on $arx here. Just a short term trade thats the plan anyways"
X Link 2026-02-06T14:45Z [----] followers, [----] engagements
"$BP USA liquids production down 5.1% QoQ to 500K b/d in 4Q25 from 527K b/d in 3Q25"
X Link 2026-02-10T13:59Z [----] followers, [---] engagements
"Carlyle's Currie Says There Is No Oil Supply Glut via @YouTube https://youtu.be/Yh-C_KGnFxEsi=Ixik8uy-G4tqtyJw https://youtu.be/Yh-C_KGnFxEsi=Ixik8uy-G4tqtyJw"
X Link 2026-02-11T05:04Z [----] followers, [----] engagements
"OPEC production down over 400k b/d MoM #OPEC February oil market report oil demand growth in mbpd [----] unchanged at [----] [----] unchanged at [----] [----] unchanged at [----] non-OPEC+ supply growth in mbpd [----] unchanged at [----] [----] unchanged at [----] [----] unchanged at [----] OPEC+ crude production fell by 439kbpd m/m to #OPEC February oil market report oil demand growth in mbpd [----] unchanged at [----] [----] unchanged at [----] [----] unchanged at [----] non-OPEC+ supply growth in mbpd [----] unchanged at [----] [----] unchanged at [----] [----] unchanged at [----] OPEC+ crude production fell by 439kbpd m/m to"
X Link 2026-02-11T13:26Z [----] followers, [----] engagements
"@trend_bullish Im calculating current WTI fair value at [--] fwiw"
X Link 2026-02-11T22:35Z [----] followers, [---] engagements
"@PSworldwide13 $cve"
X Link 2026-02-14T03:12Z [----] followers, [----] engagements
"Total petroleum stocks down 4.7mmboe WoW. Implied WTI fair value price of [--] or about $10 undervalued from current levels. I wouldnt be surprised if we see WTI 💋 [--] the next month should data continue to cooperate"
X Link 2022-01-12T16:10Z [----] followers, [---] engagements
"Another bullish week of eia data. Total petroleum stocks down 7.7mmboe to the lowest reading since April14. Implied fair value price for WTI of [--] or 9$ undervalued from current levels. A move of WTI into the 90s is most definitely supported by current US stocks data"
X Link 2022-02-02T16:56Z [----] followers, [--] engagements
"I grew up doing Highlights hidden picture. Can anyone point out whats wrong with this weeks CI plot Total petroleum stocks down 11mmboe WoW. Implied fair value WTI price [---] or $7 below current levels"
X Link 2022-03-09T16:15Z [----] followers, [--] engagements
"Two years ago today I was buying $gxe at [--] cents USD. Thought I was being smart selling for a 200% gain a few months later. At one point I had 500k shares at [--] cents cost basis. Doing fine but what could have been"
X Link 2022-03-23T22:22Z [----] followers, [---] engagements
"2.1 baby A Happy Friday to all my #COM dawgs"
X Link 2022-03-25T18:24Z [----] followers, [---] engagements
"1Q22 eia data shows largest Q1 total stocks draw since at least [--] at -73mmboe or -0.81M b/d. WTI fair value price sits at [---] or $16 undervalued from current levels. SPR release is accounted for in this analysis and shift in strategy will have no impact on this calculation"
X Link 2022-03-31T16:47Z [----] followers, [--] engagements
"Congrats #gearheads $gxe unofficially hit [--] net debt today. If we assume 24M in free FFO for Q that implies 0.26M/day. Reducing the 6.7M net debt incrementally daily by that rate has us going [--] on 4/26. Slide [--] in investor deck supports this"
X Link 2022-04-26T20:32Z [----] followers, [--] engagements
"$wcp the top performer today of o&g names I followlast chance to buy before earnings tomorrow 🤔"
X Link 2022-04-27T18:10Z [----] followers, [--] engagements
"For 1Q22 WTI averaged [--] halfway through 2Q22 were close to WTI averaging 103+. If you thought 1Q22 earnings were good Improved hedgebook + higher WTI = even better 2Q22 earnings #com"
X Link 2022-05-13T15:24Z [----] followers, [--] engagements
"To all the recent $wcp haters Im 💎 🙌 on this one. Easy to do so when getting 30+% yield on cost by YE22"
X Link 2022-05-25T15:23Z [----] followers, [--] engagements
"If I had to recommend [--] #COM stock today to buy for someone new to space it would be $MEG $megef . Yes this a fing recommendation. Long 2k shares"
X Link 2022-06-01T17:57Z [----] followers, [--] engagements
"I spend [--] minutes every am scrolling through the following feeds to stay plugged into o&g: @staunovo @JavierBlas @HFI_Research @garquake @Gugo907 My o&g cheat sheet"
X Link 2022-07-07T13:20Z [----] followers, [--] engagements
"Total petroleum stocks down 0.7mmboe WoW. Implied WTI fair value price of [---] or $25 undervalued from current level"
X Link 2022-07-07T15:23Z [----] followers, [---] engagements
"It is November [----]. US commercial crude inventories drop to record levels with the SPR no longer being emptied. Opec production is struggling to exceed 29MMboe/d and WTI at [---]. Following the summer [--] retracement o&g stocks have tripled to ATHs"
X Link 2022-07-12T13:48Z [----] followers, [--] engagements
"And 4Q22 is off Uber bullish eia for wk 10/5/22. Historically 4Q features a total petroleum stock draw but this wk alone featured 16mmboe draw WoW. Another post-2010 total petroleum stock record low data point. Implied usd-adjusted WTI fair value of $101 or $14 undervalued"
X Link 2022-10-05T15:05Z [----] followers, [--] engagements
"Current top [--] holdings by $ cost from equity portion of my portfolio: [--]. $wcp 50k [--]. $cpg 36k [--]. $meg 35k [--]. $cnq 26k [--]. Tie: $tpz $arx 22k #com"
X Link 2023-01-28T19:37Z [----] followers, 21.8K engagements
"Interest rate on my mortgage sub [--]. Pure luck"
X Link 2023-03-12T18:37Z [----] followers, 22.4K engagements
"The biggest adds to my portfolio this year has been T bills. Nibble on $AFMJF & $NRP"
X Link 2023-06-15T22:00Z [----] followers, [----] engagements
"This might appeal to just 2% of my followers but Im tweeting it anyways. My basement plumbing"
X Link 2024-03-06T01:50Z [----] followers, 14.3K engagements
"🐻ish EIA weekly data but bullish overall for 1Q24. Third largest comm petroleum stock Q1 draw behind [--] [--] since [--]. Latest calculated WTI fair value of [--] or [--] bucks undervalued from todays closing price"
X Link 2024-03-27T21:50Z [----] followers, 15.4K engagements
"WTI fairly valued @ [--]. This comparative inventory analysis has done a solid job of explaining WTI moves in general since coming to a landing on how to treat SPR releases/builds 🐻ish EIA weekly data but bullish overall for 1Q24. Third largest comm petroleum stock Q1 draw behind [--] [--] since [--]. Latest calculated WTI fair value of [--] or [--] bucks undervalued from todays closing price. https://t.co/xbxZPhaWeG 🐻ish EIA weekly data but bullish overall for 1Q24. Third largest comm petroleum stock Q1 draw behind [--] [--] since [--]. Latest calculated WTI fair value of [--] or [--] bucks undervalued from"
X Link 2024-04-01T22:24Z [----] followers, 10.3K engagements
"Ive made a simple but material change to my comparative inventory plot. Excluding other oils from total stocks ex SPR yields an improved fit to the inflation adjusted WTI vs comm. stocks scatter. R2 5% to 88% 🍆 🍆 I will be providing this updated plot going forward"
X Link 2024-06-24T21:52Z [----] followers, 15.5K engagements
"Total commercial petroleum stocks ex other oils down 6.7M bbls WoW. Balance at lowest point since May [--] [--] (3 month low). Implied WTI fair value of [--] or $6 undervalued from current market price"
X Link 2024-08-21T15:19Z [----] followers, 14.1K engagements
"WTI fair value of [--] or [--] undervalued from todays (10/4). Recent rise into the mid 70s fundamentally justified"
X Link 2024-10-04T18:00Z [----] followers, 14.5K engagements
"Latest comparative inventory analysis using eia data through 11/6/24. Total commercial petroleum stocks ex other oils built 3.7M bbls WoW. WTI fair value calculated at [--] or 13$ undervalued at current prices"
X Link 2024-11-07T00:03Z [----] followers, [----] engagements
"And just like that WTI back to being significantly undervalued.with todays EIA data showing a 7Mbbl WoW draw of comm. petroleum stocks ex. other oils. Implied WTI fair value price of [--] or $11 undervalued more than [--] sigma below expectation"
X Link 2025-01-30T03:01Z [----] followers, 18.1K engagements
"$wcp remains my single largest position by value in the portfolio. Havent touched it since [--]. Recouped the entirety of my cost basis & then some from divy. Selling @ [--] (usd)"
X Link 2025-02-20T22:51Z [----] followers, [----] engagements
"Adding to my $AFM $AFMJF position"
X Link 2025-03-04T16:47Z [----] followers, [----] engagements
"Putting my $$ where my mouth is.Long April [--] WTI futures @ [--] $19 undervalued per my comparative inv analysis Total comm. petroleum stocks ex. other oils dropped 1.2M bbls WoW to a 2-month low. Implied WTI fair value price of $85 or $19 undervalued from current market price. Historically such a set up has been an opportune time to go long crude oil. WTI almost [--] SDs below mean https://t.co/NOiCTG5yVA Total comm. petroleum stocks ex. other oils dropped 1.2M bbls WoW to a 2-month low. Implied WTI fair value price of $85 or $19 undervalued from current market price. Historically such a set up"
X Link 2025-03-05T18:13Z [----] followers, 17.6K engagements
"And with todays SP move $WCP has essentially recouped 💯% of its $vrn acq day drop"
X Link 2025-03-19T17:27Z [----] followers, [----] engagements
"My comparative inv plot considers all commercial petroleum stocks ex. other oils and not just crude oil. Here is the same analysis but just for commercial crude inventories. WTI fair value price of $82 R2 drops to [----]. WTI still undervalued @Big_Orrin"
X Link 2025-03-21T16:14Z [----] followers, 10.1K engagements
"Latest comparative inventory analysis using EIA data thru 5/30/25. Total commercial petroleum stocks ex. other oils implies a fair value WTI price of [--]. Using just commercial crude oil stocks implies a fair value price of 82"
X Link 2025-06-09T15:29Z [----] followers, 12.8K engagements
"Total petroleum stocks with another WoW drop of 4.3mmboe. On pace to exceed the [--] Q1 draw. Implied WTI fair value price of [---] or about $10 undervalued from current levels. Total stocks are at lowest level since Apr [--]. #moreroomtorun"
X Link 2022-02-24T16:35Z [----] followers, [--] engagements
"Why the fing malaise #com WTI [---] HH [----] AECO [----] TTF [---] I could only fantasize about the above fundies a year ago. Most o&g capital returns cranking up. LFG"
X Link 2022-05-12T18:40Z [----] followers, [--] engagements
"Bullish eia data for wk ending 5/27/22 continues. Total petroleum stocks down 4.8mmboe WoW. The SPR release subsidy continues. Accounting for this inflation adjusted fair value WTI price of [---]. 2Q22 total stock draw on pace to beat last years. #COM"
X Link 2022-06-02T16:51Z [----] followers, [--] engagements
"20 cents from a half mil position in $wcp Ill START selling at a mil"
X Link 2022-06-07T21:03Z [----] followers, [---] engagements
"I cannot wait until Q2 earnings start coming out"
X Link 2022-07-07T16:30Z [----] followers, [--] engagements
"On behalf of #COM Just [--] more days like today please"
X Link 2022-07-07T18:40Z [----] followers, [--] engagements
"Bullish eia data print. Another week another post-11 total petroleum stock record low. At some point this will matter"
X Link 2022-11-16T16:17Z [----] followers, [--] engagements
"@SolarSailor4 Two recent nibbles: $nrp $afmjf Otherwise just adding to existing positions including $o $cnq $wpm $bhp $fcx $su"
X Link 2023-07-06T14:58Z [----] followers, [---] engagements
"$wcp continue to do exactly what they told us July [--] following XTO news. Bravo"
X Link 2023-08-31T23:03Z [----] followers, [----] engagements
"Current O&G portfolio. Mostly Canada. Sitting on my hands collecting those divies and reinvesting in US T bills @ 5.5% YTM. $WCP $CPG $MEG $CNQ $ARX $TPZ $TOU $SU $FRU $TCW"
X Link 2023-09-13T18:29Z [----] followers, 26.2K engagements
"Roughly 85k in income in [--] nicely from [--] driven by $wcp $cpg divy bumps. Goal in [--] is to get more interest income"
X Link 2023-12-27T01:07Z [----] followers, 14.1K engagements
"My first [--] bagger $erf"
X Link 2024-04-05T23:58Z [----] followers, [----] engagements
"Im calculating WTI fair value @ [--] fwiw Oil price hitting its lowest level YTD while global oil inventories hit their lowest levels.as far back as Kpler dataset goes. Amazing. https://t.co/hebkr9a9OD Oil price hitting its lowest level YTD while global oil inventories hit their lowest levels.as far back as Kpler dataset goes. Amazing. https://t.co/hebkr9a9OD"
X Link 2024-09-04T04:57Z [----] followers, [----] engagements
"EIA comparative inventory analysis w/ data thru 1/2/25. Total comm. stocks ex. other oils built by 12M bbls WoW. Implied WTI fair value price of $85 or $12 undervalued from current market price"
X Link 2025-01-02T16:12Z [----] followers, [----] engagements
"Calculate the impact of hedging. At 60wti it costs $CPG just over 50M a quarter"
X Link 2021-03-08T01:20Z [----] followers, [--] engagements
"Nice day to finish of a solid week. +2975 for 5/7 driven by $ERF 52wk hi. Could have been more but I sold my $ERF earnings play too early. $CPG today but still $0.30 off 52wk hi. LFG #3kday"
X Link 2021-05-08T00:34Z [----] followers, [--] engagements
"+2921 for 5/12. $ERF prints another 52wk hi. Only [--] cents from my target price. Executed successful $CPG earnings trade. Ive started nibbling on other e&ps. Bought a bunch of $FSM on todays drop #3kday"
X Link 2021-05-13T00:43Z [----] followers, [--] engagements
"Bought 600shares Northwest Health REIT the other day.thank you for the suggestion Sustainable monthly divy at 6+% yield $NWHUF"
X Link 2021-06-07T17:39Z [----] followers, [--] engagements
"Funky things happen in otc land when open but closed. Had $NWH $nwhuf buy execute 1.25usd out of money. Sold some $gxe $GENGF at [----] & 0.58usd. Nice profitable trades"
X Link 2021-08-02T19:08Z [----] followers, [--] engagements
"Borrowing base redetermination is end of May '22. Will be interesting to see what happens with this. Shareholders should pay attention"
X Link 2023-04-28T15:28Z [----] followers, [---] engagements
"Need to read up on what happens to $CEQP preferred. Anyone know Energy Transfer to Acquire Crestwood in a $7.1 Billion All-Equity Transaction $et $ceqp https://t.co/3HdEpMOqQ1 Energy Transfer to Acquire Crestwood in a $7.1 Billion All-Equity Transaction $et $ceqp https://t.co/3HdEpMOqQ1"
X Link 2023-08-16T13:03Z [----] followers, [----] engagements
"Can you become wealthy in besides having bought a house [--] years ago My timeline would suggest not"
X Link 2024-04-20T16:02Z [----] followers, [----] engagements
"Another 52wk low for $joy $jrngf today. market cap now 160M or just 20M higher than what they paid $ERF for 4k boe/d in Summer [--]. Did they commit a narrative violation or is it only companies not in JY portfolio that can do so"
X Link 2024-08-02T18:16Z [----] followers, [----] engagements
"@Kevin_AGraham @NuggetCapital I sold all a few years now. Why I sold: [--]. High g&a / boe. Over [--] last I looked may be higher now [--]. [--] growth why own a company of this size if no growth [--]. Consistently missed prod/fcf guidance numerous Qs in row [--]. Increased opex last 22-23. $GXE worked at [--] WTI I swear"
X Link 2024-11-08T23:28Z [----] followers, [---] engagements
"For those investors who own $vrn do you know what will happen when transaction closes I had assumed my shares of $vrn would just convert to $SPGYF . Can anyone comment here"
X Link 2025-05-06T21:10Z [----] followers, [----] engagements
"I now own 87K shares of $WCP by way of $vrn merger at $1 cost basis. Thinking unchanged: plow monthly divy into physical gold & T bills. Selling @ [--]. Ive never dripped & always been looking to diversify. Inching my way closer to 100k / yr annual investment income"
X Link 2025-05-13T12:20Z [----] followers, [----] engagements
"OTC ticker symbol change for Whitecap today to $WCPRF from $SPGYF . Never let a good trading opportunity go to waste"
X Link 2025-07-08T19:02Z [----] followers, [----] engagements
"More 2Q25 oil production # rolling in: $OVV oil production down from [------] to [------] b/d or -6% QoQ $EQNR (USA) liquids production unchanged at [------] (dont break out oil) $MTDR oil production up 8K b/d QoQ or 7%"
X Link 2025-07-25T17:45Z [----] followers, [----] engagements
"@TeddyGambino He pretends he was never involved in that name. He was the biggest $crc cheerleader"
X Link 2025-10-22T23:53Z [----] followers, [---] engagements
"@energyburrito @ericnuttall EB - $WCP has communicated how they will be returning capital at current commodity levels: - 7% dividend yield - 3% production growth - 1% to 3% buyback (median 2%) 7% + 3% + 2% = 12% which is their current approximate FCF yield"
X Link 2025-10-23T20:34Z [----] followers, [---] engagements
"Gassy Major USA E&Ps all reporting significant QoQ declines in crude oil production: $EXE (-6%) $AR (-10%) $RRC (-23%). Granted oil is just a sliver of BOE production but still interesting to note. Oilier USA E&Ps largely report next week"
X Link 2025-10-30T14:55Z [----] followers, [----] engagements
"@BR_Kelleran @TeddyGambino Did @HFI_Research forget to tell you about his previous tango with a California E&P ( $CRC ) Pretty much rode that one to [--] too"
X Link 2025-11-04T17:57Z [----] followers, [--] engagements
"@ShaleTier7 oh ok. the headline is misleading "MEG Energy Announces Third Quarter of [----] Results""
X Link 2025-11-05T15:23Z [----] followers, [---] engagements
"@TeddyGambino $HPK indicative of what's going on with the smaller guys. On 3Q25 production the headline is "volumes averaged [----] thousand barrels of crude oil equivalent per day (MBoe/d) consistent with the second quarter" "e" doing most of the work here. crude oil prod DOWN 7.3% QoQ"
X Link 2025-11-06T16:43Z [----] followers, [---] engagements
"@WilliamMcMulle9 I used that term purely as a way to indicate difficulty in counting barrels and ensuring an apples to apples comparison QoQ. I do not intimately follow the co and what their growth strategy is or is not"
X Link 2025-11-11T20:42Z [----] followers, [---] engagements
"@WilliamMcMulle9 Yes fair point. I prob went overboard insinuating intent. With that said some co's do make it incredibly challenging to true up organic production QoQ. I am going to edit my tweet re $MNR accordingly"
X Link 2025-11-11T21:21Z [----] followers, [---] engagements
"@WilliamMcMulle9 I deleted the quote tweet portion but see no issue with what I originally tweeted re $MNR . If any of my data or assumptions are incorrect I will be more than happy to address"
X Link 2025-11-11T21:32Z [----] followers, [---] engagements
"Good listen $wcp 🎙Weekly podcast w/ $WCP CEO Grant Fagerheim It was an honor to learn about Dividends Shareholder Returns & Why Canadian Energy Is Growing https://t.co/SMI8PzIl8x 🎙Weekly podcast w/ $WCP CEO Grant Fagerheim It was an honor to learn about Dividends Shareholder Returns & Why Canadian Energy Is Growing https://t.co/SMI8PzIl8x"
X Link 2025-12-03T04:29Z [----] followers, [----] engagements
"@PSworldwide13 ill give you a USA name: $chrd I think its very likely they get picked off in the next year"
X Link 2025-12-03T18:07Z [----] followers, [---] engagements
"Portfolio move today: Sold silver reit etf and utility etf for $cve"
X Link 2025-12-24T14:41Z [----] followers, [----] engagements
"Thesis as follows: long term (1-5 year trade) for me. - Works at [--] WTI with current divy - creating value at current prices - refining a tailwind as demand growth global refining capacity growth a proxy for refining margin - benefits of $meg acq realized"
X Link 2025-12-25T04:50Z [----] followers, [---] engagements
"@BeegJj @DSteinmoeller @jleqc @freedomprocess @trend_bullish @Volkomm_ @ShaleTier7 @jenstilmanydots @Kevin_AGraham @BubleQe @NuggetCapital @tradeoilstocks @EnergyInvest0r @CRUDEOIL231 @KramerKarma1 @RazorOil @z_or_zee @AlexSS94736924 @z Were aligned here. $cve my second largest holding after $wcp"
X Link 2026-01-01T03:33Z [----] followers, [----] engagements
"Gameplan for 26: plowing 💯 of investment income from the portfolio into $cve sub [--] USD. If price [--] split between Tbills & physical gold. $cve my second largest position behind $wcp"
X Link 2026-01-01T22:58Z [----] followers, [----] engagements
"Reminder: $WCP investor day Jan 5th"
X Link 2026-01-02T19:30Z [----] followers, [----] engagements
"@JamesJstuartb Own [----] shares. Will continue to hold no plans to sell or add to position. The attachie underperformance scares me would look to other names. Just my $0.02"
X Link 2026-01-28T02:51Z [----] followers, [---] engagements
"$XOM continues to grow USA liquids production. +151K b/d QoQ. 4Q25 Permian production of 1.8Mbd == FY26 Permian production guidance so expecting much smaller to nil USA prod growth in '26 from $XOM relative to 4Q25 baseline"
X Link 2026-01-30T14:42Z [----] followers, [----] engagements
"$CVX USA prod down 46Kb/d QoQ for 4Q25. Consistent with #PermianPlateau guidance. $HES acq closed July [--] so need to add back $HES prod (assume 193Kb/d) to 3Q25 liquids prod for proper apples2apples: [----] + 193*(18/92) = 1534Kb/d for 3Q25 vs. 1488Kb/d Q425"
X Link 2026-01-30T14:47Z [----] followers, [----] engagements
"@EnergyKenobi @TeddyGambino what was the acquisition"
X Link 2026-01-30T17:11Z [----] followers, [--] engagements
"@EnergyKenobi @TeddyGambino No data on how much production they acquired here but agreed the true organic growth is definitely smaller than the headline QoQ headline #"
X Link 2026-01-30T20:08Z [----] followers, [--] engagements
"@trend_bullish @VanIsleInvestor My latest fair value calculation is WTI = [--]. Averaging low 60s for Q a win given forecasted balances. This year is all about USA production growth flatlining"
X Link 2026-02-02T00:38Z [----] followers, [---] engagements
"Bottom up 2Q25 crude oil production showed crude was going to QoQ. Good lead indicator that EIA monthly was going to come in above expectation (steo) for May & June. And it ultimately did Final 2Q25 vs. 1Q25 public co USA crude oil production table. Big drivers of QoQ increase the [--] names which don't split crude from liquids ( $XOM $CVX $BP ) https://t.co/iuGoIQEUhj Final 2Q25 vs. 1Q25 public co USA crude oil production table. Big drivers of QoQ increase the [--] names which don't split crude from liquids ( $XOM $CVX $BP ) https://t.co/iuGoIQEUhj"
X Link 2025-09-08T23:40Z [----] followers, [----] engagements
"Added $MUR $DEC $REPX $AR $RRC to the public co oil production tracker. These companies collectively represent 63% of total USA crude oil production"
X Link 2025-10-27T21:18Z [----] followers, [---] engagements
"And the second largest oil production growth in the USA for 3Q25 came from. $CLR (private) at +21.5K b/d QoQ. Source: 10Q. Unsure if this purely organic or acq's sprinkled in http://sec.gov http://sec.gov"
X Link 2025-11-10T14:12Z [----] followers, [---] engagements
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