@WAR527 RAWenergy

RAWenergy posts on X about oil, $dvn, $ctra, gas the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [------] +1.70%
• [--] Month [-------] +21%
• [--] Months [---------] +7.80%
• [--] Year [---------] +25%

Mentions: [--] #

• [--] Week [--] -12%
• [--] Month [---] +5.10%
• [--] Months [---] +13%
• [--] Year [-----] +34%

Followers: [-----] #

• [--] Week [-----] -0.04%
• [--] Month [-----] +0.35%
• [--] Months [-----] +3.90%
• [--] Year [-----] +9.80%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 38.56% finance 20.92% cryptocurrencies 11.11% countries 2.61% currencies 1.96% social networks 1.31% technology brands 1.31% financial services 1.31% automotive brands 0.65%

Social topic influence oil 11.11%, $dvn #26, $ctra #4, gas 5.23%, in the 5.23%, $fang 4.58%, $civi #6, $sm #12, $mtdr 3.27%, $cvx 3.27%

Top accounts mentioned or mentioned by @wsj @nightcompanyman @teddygambino @mrderivatives @zmansenrgybrain @projectlincoln @markets @shaidardashti @oil2maine @energypeddler @bb19043 @exxonmobil @heikenergy @robsmithonline @raisingthebar47 @akafaceus @reuters @davidjfrench @mattgpe @semyyc

Top assets mentioned Devon Energy Corp (DVN) Coterra Energy Inc (CTRA) Diamondback Energy Inc (FANG) Civitas Resources, Inc. (CIVI) SM Energy Company (SM) Matador Resources, Co. (MTDR) Convex Finance (CVX) Ovintiv, Inc. (OVV) Comstock Resources, Inc. (CRK) TXO Energy Partners, L.P. (TXO) Amplify Energy Corp. (AMPY) Exxon Mobil (XOM) APA Corp (US) (APA) Oxygen (OXY) Murphy Oil Corp. (MUR) Copiosa Coin (COP2) Windoge98 (EXE) Crescent Energy Company (CRGY) Permian Resources Corporation Class A Common Stock (PR) Diversified Energy Company plc (DEC) Baytex Energy Corp. (BTE) Kosmos Energy Ltd. (KOS) California Resources Corporation (CRC) Berry Data (BRY) Canadian Natural Resources Limited (CNQ) Blackstone, Inc. (BX) National Fuel Gas Co. (NFG) Cryptonex (CNX) Chevron Corporation (CVX) Suncor Energy, Inc. (SU) ConocoPhillips (COP) BP p.l.c. (BP)

Top Social Posts

Top posts by engagements in the last [--] hours

"$TXO updates outlook. Conveniently omitting the fact that its current distribution of $0.45/qtr. is expected to drop to $0.35 - $0.40/qtr. for the remainder of [----] (one qtr). 🙄 https://d1io3yog0oux5.cloudfront.net/_febc18086aa710bbba710898d79c1da5/txoenergy/news/2025-10-06_TXO_Partners_Provides_2025_Distribution_Outlook_23.pdf https://d1io3yog0oux5.cloudfront.net/_febc18086aa710bbba710898d79c1da5/txoenergy/news/2025-10-06_TXO_Partners_Provides_2025_Distribution_Outlook_23.pdf"
X Link 2025-10-06T14:40Z [----] followers, [----] engagements

"$MTDR reports 3Q25 results PR: Presentation: Highlights: https://www.matadorresources.com/static-files/a83de4fa-9592-412b-a943-eec03ffa705a https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-third-quarter-2025-results https://www.matadorresources.com/static-files/a83de4fa-9592-412b-a943-eec03ffa705a https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-third-quarter-2025-results"
X Link 2025-10-21T20:22Z [----] followers, 24.8K engagements

"$MTDR reports 3Q25 results (WHY ON LINKEDIN) PR: Presentation: Highlights: https://www.matadorresources.com/static-files/a83de4fa-9592-412b-a943-eec03ffa705a https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-third-quarter-2025-results https://www.matadorresources.com/static-files/a83de4fa-9592-412b-a943-eec03ffa705a https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-third-quarter-2025-results"
X Link 2025-10-28T20:11Z [----] followers, [----] engagements

"$VTLE reports 3Q25 results PR: Highlights: https://investor.vitalenergy.com/node/17876/pdf https://investor.vitalenergy.com/node/17876/pdf"
X Link 2025-11-03T21:36Z [----] followers, [----] engagements

"$TXO Declares a 3Q25 Distribution of $0.35 on Common Units; Files Quarterly Report on Form 10-Q - PR: https://www.businesswire.com/news/home/20251104288153/en/TXO-Partners-Declares-a-Third-Quarter-2025-Distribution-of-%240.35-on-Common-Units-Files-Quarterly-Report-on-Form-10-Qutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20251104288153/en/TXO-Partners-Declares-a-Third-Quarter-2025-Distribution-of-%240.35-on-Common-Units-Files-Quarterly-Report-on-Form-10-Qutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"
X Link 2025-11-04T21:14Z [----] followers, [----] engagements

"$OVV to buy NuVista sell Anadarko assets PR: Highlights: https://mma.prnewswire.com/media/2813424/Ovintiv_Inc__Ovintiv_Completes_Portfolio_Transformation_with_Agr.pdfp=original https://mma.prnewswire.com/media/2813424/Ovintiv_Inc__Ovintiv_Completes_Portfolio_Transformation_with_Agr.pdfp=original"
X Link 2025-11-04T22:06Z [----] followers, 26.3K engagements

"$CRC/ $BRY stock price charts (prior charts N.A. due to BKs)"
X Link 2025-12-15T18:25Z [----] followers, [----] engagements

"$AMPY closes sale of ETX assets to $EQV for $122 mm files PF F/S https://www.sec.gov/ixdoc=/Archives/edgar/data/1533924/000110465925124255/tm2533464d1_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1533924/000110465925124255/tm2533464d1_8k.htm"
X Link 2025-12-24T22:12Z [----] followers, [----] engagements

"$FANG discloses 4Q net gain from derivatives of $192 mm with $73 mm in negative cash settlement payments. Oil hedged price $57.07; nat gas $1.03; ngl $13.51. WAHA price before hedge $0.03. https://www.sec.gov/ixdoc=/Archives/edgar/data/1539838/000153983826000003/fang-20260112.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1539838/000153983826000003/fang-20260112.htm"
X Link 2026-01-13T02:24Z [----] followers, [----] engagements

"$CNQ in talks to buy $TOU natural gas portfolio Globe and Mail reports https://www.reuters.com/business/energy/canadian-natural-talks-buy-tourmalines-natgas-portfolio-globe-mail-reports-2026-01-14/ https://www.reuters.com/business/energy/canadian-natural-talks-buy-tourmalines-natgas-portfolio-globe-mail-reports-2026-01-14/"
X Link 2026-01-14T16:54Z [----] followers, [----] engagements

"$CTRA is exploring a combination with $DVN. May need a 3rd party to get rid of both https://www.bloomberg.com/news/articles/2026-01-15/coterra-said-to-mull-combining-with-devon-energy-in-oil-megadealutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-01-15/coterra-said-to-mull-combining-with-devon-energy-in-oil-megadealutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-01-15T18:01Z [----] followers, [----] engagements

"So excluding $DVN and $CTRA what cos should be acquirers in [----] and what cos should be acquired (this post missed by [--] day 🤣)"
X Link 2026-01-15T18:45Z [----] followers, [----] engagements

"Thanks for saving me the time. Was just heading there $CTRA $DVN #eft C-I-C. seems highly accretive. for potential seller CEO https://t.co/V3EpbK1S0P $CTRA $DVN #eft C-I-C. seems highly accretive. for potential seller CEO https://t.co/V3EpbK1S0P"
X Link 2026-01-15T18:49Z [----] followers, 17.2K engagements

"$DVN vs. $CTRA [--] year returns"
X Link 2026-01-15T19:38Z [----] followers, [----] engagements

"$DVN vs. $CTRA 10-yr returns"
X Link 2026-01-15T19:40Z [----] followers, [----] engagements

"$BX Said to Weigh $5 Billion-Plus Sale of Beacon Offshore https://www.bloomberg.com/news/articles/2026-01-20/blackstone-said-to-weigh-5-billion-plus-sale-of-beacon-offshoreaccessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc2ODk1ODIxNiwiZXhwIjoxNzY5NTYzMDE2LCJhcnRpY2xlSWQiOiJUOTY1R1pLSzNOWTgwMCIsImJjb25uZWN0SWQiOiJFMDJDREZDODUwOUI0NEQ3ODdCRTFBQkQyQjE1RjcyNSJ9.X1aAYPaA3B7XhuxEp4SIKwO0gC7EMsKvrfuA6I5v6xo"
X Link 2026-01-21T01:19Z [----] followers, [----] engagements

"$OVV/ NuVista close https://www.sec.gov/Archives/edgar/data/1792580/000119312526021275/d62164dex991.htm https://www.sec.gov/Archives/edgar/data/1792580/000119312526021275/d62164dex991.htm"
X Link 2026-01-23T22:49Z [----] followers, [----] engagements

"$MTDR "hedging": PR: "We hedged 35-40% of [----] prices with a floor price of $51.72 and a ceiling of $65.05." RAW: So at the current price you are effectively unhedged and closer to your ceiling cutoff price Thanks"
X Link 2026-01-27T16:31Z [----] followers, [----] engagements

"$MTDR "Quick lets get out a PR showing we are hedged" "Even if the hedges are closer to having a negative impact on net prices What about all of the good operational stuff going on" "No bury that below the lead that is currently a nothingburger. Just make sure to use the word "hedge." $MTDR Increases Hedge Position and Provides Updates on [----] A&D Activity and Improved Well Performance -"
X Link 2026-01-27T16:43Z [----] followers, [----] engagements

"Wow earnings start up this week. I must have been distracted by something 🙄 Wed. 1/28: $MUR $NFG Thu. 1/29: $CNX Fri. 1/30: $CVX $XOM Lowered guidance "hedges" and impairments likely coming. May already be "in" the stock prices but . Previous 4-5 times after a big crash investors/ traders got the big urge to catch the bottoms. Fugly to those who know https://twitter.com/i/web/status/2016535020475711625 https://twitter.com/i/web/status/2016535020475711625"
X Link 2026-01-28T15:33Z [----] followers, [---] engagements

"$CTRA and $DVN continue merger discussions"
X Link 2026-01-28T18:10Z [----] followers, [----] engagements

"$MUR reports 4Q25 results: PR: Presentation: https://ir.murphyoilcorp.com/static-files/42db8380-5668-45d1-99c2-fdce530c9a8d https://ir.murphyoilcorp.com/node/23491/pdf https://ir.murphyoilcorp.com/static-files/42db8380-5668-45d1-99c2-fdce530c9a8d https://ir.murphyoilcorp.com/node/23491/pdf"
X Link 2026-01-28T22:20Z [----] followers, [---] engagements

"$XOM announces fourth-quarter [----] earnings of $6.5 billion or $1.53 per share. via @exxonmobil Presentation: Prepared Remarks: Supplement: https://d1io3yog0oux5.cloudfront.net/_17c51753a66af8fad990309030d2cc98/exxonmobil/db/2288/22589/supplement/4Q25+Supplement+Website.pdf https://d1io3yog0oux5.cloudfront.net/_17c51753a66af8fad990309030d2cc98/exxonmobil/db/2404/22613/pdf/4Q25+Prepared+Remarks.pdf https://d1io3yog0oux5.cloudfront.net/_17c51753a66af8fad990309030d2cc98/exxonmobil/db/2288/22589/presentation/4Q25+Earnings+Slides.pdf"
X Link 2026-01-30T16:02Z [----] followers, [---] engagements

"$CVX reports 4Q25 results PR: Supplement: Presentation/ Prepared Remarks: https://chevroncorp.gcs-web.com/static-files/e343663d-4660-404a-b99c-86c33b543bd7 https://www.chevron.com/investorsgclsrc=aw.ds&gad_source=1&gad_campaignid=17017129565&gbraid=0AAAAADlXohrmRXWp-CM5aWn3OGuMm2hun&gclid=Cj0KCQiAyvHLBhDlARIsAHxl6xqxXO3vm29unVD7LNRP0SYRStMxG9r4Lf2Tj_-TLJqEpV_Jw0ya0XMaAtzuEALw_wcB https://chevroncorp.gcs-web.com/static-files/3aa983d7-ae60-4ce2-add3-b008b42f7165 https://chevroncorp.gcs-web.com/static-files/e343663d-4660-404a-b99c-86c33b543bd7"
X Link 2026-01-30T16:06Z [----] followers, [---] engagements

"https://www.hartenergy.com/upstream/emerging-plays/he-continental-resources-permian-barnett/utm_id=gfta-ur-260130&share-code=TSYAZY4USJHN5HEOWV6JFHVQOY&user_id=user-id&customer_secondary_source=che_articleGifting https://www.hartenergy.com/upstream/emerging-plays/he-continental-resources-permian-barnett/utm_id=gfta-ur-260130&share-code=TSYAZY4USJHN5HEOWV6JFHVQOY&user_id=user-id&customer_secondary_source=che_articleGifting"
X Link 2026-01-30T21:35Z [----] followers, [----] engagements

"$DVN/ $CTRA M&A disclosures: PR: Presentation: Summary: Ticks the boxes. Premier. Accretive. Leading operator. Best-in-class. Scale. Synergies. Shareholder returns. Fortress Balance Sheet EV $58 B incl Debt $11 B Highlights: https://s2.q4cdn.com/462548525/files/doc_presentations/2026/DVN-CTRA-Merger_Presentation_020226.pdf https://s2.q4cdn.com/462548525/files/doc_news/2026/DVN-CTRA-Merger_NewsRelease_020226.pdf https://s2.q4cdn.com/462548525/files/doc_presentations/2026/DVN-CTRA-Merger_Presentation_020226.pdf"
X Link 2026-02-02T17:57Z [----] followers, [----] engagements

"Free $DVN/ $CTRA transcript https://seekingalpha.com/article/4864947gt=d91498f07706c0cd https://seekingalpha.com/article/4864947gt=d91498f07706c0cd"
X Link 2026-02-03T02:05Z [----] followers, [----] engagements

"@heik_energy Funny the things that become non-negotiable. "Sleeves off the vest" for $DVN mgt to get deal done"
X Link 2026-02-03T03:29Z [----] followers, [---] engagements

"$SU reports 4Q25 results PR: Presentation: Guidance: https://www.suncor.com/-/media/project/suncor/files/investor-centre/corporate-guidance-2026/2025-12-11-2026-corporate-guidance-en.pdfmodified=20251210213020&created=20251210213019 https://www.suncor.com/-/media/project/suncor/files/investor-centre/investor-relations-presentations-2025/2025-q4-suncor-energy-investor-presentation-en.pdfmodified=20260203212512&created=20260203145157"
X Link 2026-02-04T00:00Z [----] followers, [---] engagements

"Another trivial post: A great (to me) streaming show is 'Fallout' starring Walton Goggins and Ella Purnell. Never knew of the video game but the show is quirky cheeky and entertaining. Post-apocalyptic world. So many references to things of "our world today" with sometime subtle humor many not catch. A good watch. https://twitter.com/i/web/status/2018869552512221234 https://twitter.com/i/web/status/2018869552512221234"
X Link 2026-02-04T02:09Z [----] followers, [----] engagements

"Equinor sold about 30% of its US gas on spot market during January price spike https://www.reuters.com/business/energy/equinor-sold-about-30-its-us-gas-spot-market-during-january-price-spike-2026-02-04/ https://www.reuters.com/business/energy/equinor-sold-about-30-its-us-gas-spot-market-during-january-price-spike-2026-02-04/"
X Link 2026-02-04T18:08Z [----] followers, [----] engagements

"$COP reports fourth-quarter and full-year [----] results; announces [----] guidance and quarterly dividend PR: Supplement: Presentation: https://static.conocophillips.com/files/resources/4q25_earnings_release_deck.pdf https://static.conocophillips.com/files/resources/4q25_supplemental-information.pdf https://www.conocophillips.com/news-media/story/conocophillips-reports-fourth-quarter-and-full-year-2025-results-announces-2026-guidance-and-quarterly-dividend/ https://static.conocophillips.com/files/resources/4q25_earnings_release_deck.pdf"
X Link 2026-02-05T17:05Z [----] followers, [----] engagements

"Exclusive: Japan's Mitsui close to buying stake in Qatar LNG project sources say https://www.reuters.com/sustainability/boards-policy-regulation/japans-mitsui-close-stake-qatar-lng-project-sources-say-2026-02-06/ https://www.reuters.com/sustainability/boards-policy-regulation/japans-mitsui-close-stake-qatar-lng-project-sources-say-2026-02-06/"
X Link 2026-02-06T22:24Z [----] followers, [---] engagements

"$EXE Moving the co HQ to Houston before hiring new CEO and/or before M&A requires it: boss move or "
X Link 2026-02-09T15:07Z [----] followers, [----] engagements

"Contrarian take applicable to non-majors Cut back on share purchases and dividends try to keep production from declining if economics can be justified. What once may have seemed like healthy debt and balance sheet metrics can disappear quickly if prices stagnate or decline. Things like development runway and liquidity more important than FCF which is not (NOT I repeat NOT) a measure of financial health I predict a near-zero acceptance of the above. https://twitter.com/i/web/status/2020888341726539963 https://twitter.com/i/web/status/2020888341726539963"
X Link 2026-02-09T15:51Z [----] followers, [----] engagements

"@robsmithonline This era [----] version: symbolic protest on Olympic podium by Tommie Smith and Juan Carlos. Also assassination of MLK and riots at Chicago DNC convention"
X Link 2026-02-09T16:02Z [----] followers, [---] engagements

"Wen rug pull coming @RaisingTheBAR47 Money managers boosted bullish crude bets to multi-month highs with net-long Brent positions near [------] contractsthe highest in [--] months. Bloomberg says rising Iran-related geopolitical risk is pushing oil markets back toward supply-focused trading. #Oil #Brent #WTI Money managers boosted bullish crude bets to multi-month highs with net-long Brent positions near [------] contractsthe highest in [--] months. Bloomberg says rising Iran-related geopolitical risk is pushing oil markets back toward supply-focused trading. #Oil #Brent #WTI"
X Link 2026-02-09T20:37Z [----] followers, [----] engagements

"This just in: $EXE will offer parachute payments to all employees. No not employment termination for cash . actual parachutes. I would choose either the "walk down" or the "stay in place" options personally. (JK) Hot take -- Houston is absolutely beautiful this time of year. https://t.co/RvsLheUy4Y Hot take -- Houston is absolutely beautiful this time of year. https://t.co/RvsLheUy4Y"
X Link 2026-02-09T22:54Z [----] followers, [----] engagements

"@Mr_Derivatives But Carolina got Bryce Young over SD"
X Link 2026-02-09T23:09Z [----] followers, [---] engagements

"@Mr_Derivatives @akafaceUS He was not naked so he would be disqualified"
X Link 2026-02-10T00:22Z [----] followers, [--] engagements

"$BP reports 4Q25 results PR: Link to all disclosures: https://www.bp.com/en/global/corporate/investors/results-reporting-and-presentations/quarterly-results-and-webcast.html https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/investors/bp-fourth-quarter-2025-results.pdf https://www.bp.com/en/global/corporate/investors/results-reporting-and-presentations/quarterly-results-and-webcast.html https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/investors/bp-fourth-quarter-2025-results.pdf"
X Link 2026-02-10T15:47Z [----] followers, [---] engagements

"Preview of upcoming E&P name changes: "XYZ Oil & Gas to become XYZ Oil Gas Gold & Silver" Trademarks filed"
X Link 2026-02-10T18:53Z [----] followers, [----] engagements

"Free https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02st=TJL27i&reflink=desktopwebshare_permalink https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02st=TJL27i&reflink=desktopwebshare_permalink"
X Link 2026-02-10T19:05Z [----] followers, [----] engagements

"Yes. They both perform ceiling tests: FC cos compare NBV of properties to the FNR discounted at 10%; SE essentially perform it similarly except use FNR undiscounted. SE should likely have larger impairments in [--] as a result of subpar returns on previous capex without requiring an impairment (because FNR was NBV): the bill for that is coming due this year mostly for oil cos. due to the large drop in oil prices"
X Link 2026-02-11T06:14Z [----] followers, [--] engagements

"That is one of the oilfields greatest myths. "Non-cash" is a misnomer. The impairment improves the income statement and thus balance sheet by reducing future DD&A. If prices create net income to add back to S/H equity they may recover all or par of the impairment. If not the "non-cash" portion becomes cash. They have no choice about taking the impairment and as hundreds of cos discovered [----] the actual impact of cash flows after "non-cash" charges is often enough to create financial distress. I believe $NOG is partially hedged for [----] so that should offset some of the charge"
X Link 2026-02-11T13:49Z [----] followers, [--] engagements

"Thought for the day: "If you can't dazzle them with brilliance then baffle them with bullsh*t.""
X Link 2026-02-11T21:16Z [----] followers, [----] engagements

"$AR reports 4Q25 results PR: Highlights: https://d1io3yog0oux5.cloudfront.net/_a3ad8f4f235ccb3efd3c240a2c4dda2f/anteroresources/news/2026-02-11_Antero_Resources_Announces_Fourth_Quarter_2025_255.pdf https://d1io3yog0oux5.cloudfront.net/_a3ad8f4f235ccb3efd3c240a2c4dda2f/anteroresources/news/2026-02-11_Antero_Resources_Announces_Fourth_Quarter_2025_255.pdf"
X Link 2026-02-11T21:21Z [----] followers, [----] engagements

"$CRK reports 4Q25 results PR: Presentation: Highlights: https://investors.comstockresources.com/static-files/b2e72b1d-4d0f-479d-a0bf-944078967334 https://investors.comstockresources.com/static-files/c8faaf24-c415-4027-bc38-953660f4d9d5 https://investors.comstockresources.com/static-files/b2e72b1d-4d0f-479d-a0bf-944078967334 https://investors.comstockresources.com/static-files/c8faaf24-c415-4027-bc38-953660f4d9d5"
X Link 2026-02-11T21:26Z [----] followers, [----] engagements

"If tech is bottoming E&P is top***g Pairs trade History shows this is a bottoming indication. https://t.co/U2QwCZEBsS History shows this is a bottoming indication. https://t.co/U2QwCZEBsS"
X Link 2026-02-12T19:17Z [----] followers, [---] engagements

"Not sure this is the best analogy for $CRK operations A visual story https://t.co/Xtn3yOYGTu A visual story https://t.co/Xtn3yOYGTu"
X Link 2026-02-13T02:43Z [----] followers, [--] engagements

"Not sure this is the best analogy for $CRK operations https://www.reddit.com/r/gifs/comments/2bos3y/crash_of_the_agony_of_defeat_guy/ A visual story https://t.co/Xtn3yOYGTu https://www.reddit.com/r/gifs/comments/2bos3y/crash_of_the_agony_of_defeat_guy/ A visual story https://t.co/Xtn3yOYGTu"
X Link 2026-02-13T02:45Z [----] followers, [----] engagements

"$CIVI revises some F/S disclosures and projections in response to litigation filed (no impact on terms). $SM deal vote is next week (Jan. 27). Better hurry before $CIVI decides to double mgt comp ahead of the deal https://www.sec.gov/Archives/edgar/data/1509589/000110465926004854/tm263597d2_425.htm https://www.sec.gov/Archives/edgar/data/1509589/000110465926004854/tm263597d2_425.htm"
X Link 2026-01-23T21:56Z [----] followers, [----] engagements

"$SM/ $CIVI merger vote tomorrow [--] am CST Relative performance from 4/1/17 to 1/16/26. Also ode to the fallen $CIVI adding them to the list as in 'The Talking Dead' https://www.youtube.com/watchv=Xp3N1ZQjfYU https://www.youtube.com/watchv=Xp3N1ZQjfYU"
X Link 2026-01-27T01:59Z [----] followers, [----] engagements

"$SM and $CIVI approve merger. "We hope to deliver superior long term value for our stockholders" Unlike the mediocre negative past results of both companies apparently. https://prn.to/464UrIq https://prn.to/464UrIq"
X Link 2026-01-27T22:45Z [----] followers, [----] engagements

"Ok now that $SM and $CIVI have combined we need $SM to acquire $CRGY (this time around)"
X Link 2026-01-27T22:54Z [----] followers, [----] engagements

"I will be interested in what happens to the $DVN office in OKC. SMH as to why they are doing that. First met Larry NIchols and HR Sanders of $DVN there circa [----] (yes feeling old). It has had a major impact on OKC. In the early 2000s it bought Mitchell Energy Santa Fe Energy Anderson Ocean Energy and others then in the 2010s bought Chief GeoSouthern Felix WPX RimRock Validus and Grayson Mill. Met Mick Merelli of APA back in the early 1980s also before it was spun out from APA and moved to Tulsa when it merged with Helmerich & Payne's oil and has division in [----] to form Cimarex. Bought Cabot"
X Link 2026-02-02T19:56Z [----] followers, 11.3K engagements

"@NightCompanyman So maybe Kimmeridge takes a position in $PR and advises a merger with $DVN/ $CTRA or $MTDR or"
X Link 2026-02-05T02:46Z [----] followers, [---] engagements

"@NightCompanyman Yes but Mewbourne will be tougher than Endeavor. The pace will pick up IMO not slow down. And $DVN/ $CTRA establishes that a co can have a bazillion core areas so virtually no deal is a nevergonnahappen"
X Link 2026-02-05T02:52Z [----] followers, [---] engagements

"People yesterday doubted my post that $FANG and $PR mgt could easily keep tabs on each other but today I found conclusive PROOF"
X Link 2026-02-05T16:57Z [----] followers, [----] engagements

"$MGY reports 4Q25 results PR: Presentation: https://www.magnoliaoilgas.com//media/Files/M/Magnolia-Oil-Gas/documents/investors/events-presentation/mgy-4q25-earnings-presentation.pdf https://www.sec.gov/Archives/edgar/data/1698990/000169899026000002/ye2025pressrelease.htm https://www.magnoliaoilgas.com//media/Files/M/Magnolia-Oil-Gas/documents/investors/events-presentation/mgy-4q25-earnings-presentation.pdf https://www.sec.gov/Archives/edgar/data/1698990/000169899026000002/ye2025pressrelease.htm"
X Link 2026-02-05T21:10Z [----] followers, [----] engagements

"$CTRA exits (sort of) $WMB to re-enter after previous sale to $DVN @Reuters exclusive: Williams Co is looking to buy US natgas producing assets to secure supply in support of its one-stop-shop offering to hyperscalers and data center clients sources told @davidj_french and me. $WMB #OOTT #shaledeals https://t.co/24yclXFQGb @Reuters exclusive: Williams Co is looking to buy US natgas producing assets to secure supply in support of its one-stop-shop offering to hyperscalers and data center clients sources told @davidj_french and me. $WMB #OOTT #shaledeals https://t.co/24yclXFQGb"
X Link 2026-02-06T18:39Z [----] followers, [----] engagements

"$DEC files F/S for Canvas 8-K: https://www.sec.gov/ixdoc=/Archives/edgar/data/1922446/000192244626000011/dec-20251124.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1922446/000192244626000011/dec-20251124.htm"
X Link 2026-02-06T22:18Z [----] followers, [---] engagements

"E&P [--] stock US W/L: +0.01% Trading sardines ( $AMPY $BTE $KOS $WTI): +3.1%"
X Link 2026-02-09T20:42Z [----] followers, [----] engagements

"@ZmansEnrgyBrain Only [--] Thought it was everyone in the EF. $BTE $SM $XOM and others to be named later 🙄"
X Link 2026-02-10T18:12Z [----] followers, [---] engagements

"$TTE reports 4Q25 results PR: Presentation: https://totalenergies.com/sites/g/files/nytnzq121/files/documents/totalenergies_2025-results-and-2026-objectives-presentation_2026_en.pdf https://totalenergies.com/system/files/documents/totalenergies_pr-results-q4-2025_2026_en.pdf https://totalenergies.com/sites/g/files/nytnzq121/files/documents/totalenergies_2025-results-and-2026-objectives-presentation_2026_en.pdf https://totalenergies.com/system/files/documents/totalenergies_pr-results-q4-2025_2026_en.pdf"
X Link 2026-02-11T19:47Z [----] followers, [---] engagements

"If there is one co. that has continued to 'Drill Baby Drill' it's $CRK. So why isn't it up bigly😉 $CRK reports 4Q25 results PR: https://t.co/Eym3vbX5EK Presentation: https://t.co/pVjZe21tlm Highlights: https://t.co/Gw0240XzmN $CRK reports 4Q25 results PR: https://t.co/Eym3vbX5EK Presentation: https://t.co/pVjZe21tlm Highlights: https://t.co/Gw0240XzmN"
X Link 2026-02-12T18:41Z [----] followers, [----] engagements

"I slashed my car payment to $10000 per month https://www.hartenergy.com/upstream/emerging-plays/he-comstock-haynesville-wildcat-cost/utm_id=gfta-ur-260214&share-code=X6J7VYZ3FVH6PFOLSIOFWKKVAY&user_id=5596425&customer_secondary_source=che_articleGifting https://www.hartenergy.com/upstream/emerging-plays/he-comstock-haynesville-wildcat-cost/utm_id=gfta-ur-260214&share-code=X6J7VYZ3FVH6PFOLSIOFWKKVAY&user_id=5596425&customer_secondary_source=che_articleGifting"
X Link 2026-02-14T19:22Z [----] followers, [----] engagements

"Prof Damodoran a noted expert on corporate valuation just updated his data through '22. An article and chart on his site shows how FCF (either FCFF or FCFE) SHOULD be calculated. I have calculated it similarly for decades since well before E&P mgts bast***ized the defn 1/n"
X Link 2023-01-09T16:54Z [----] followers, 108.5K engagements

"$DVN outline of $1B+/yr. improvements to cash flow really begs the question: "Do you not have a program for continuous improvement in all aspects of your business and if so how did you apparently fall so far behind""
X Link 2025-04-22T13:35Z [----] followers, 10.6K engagements

"Greenlake (@MattG_PE ex- $PE) re-ups with PE firm NGP for $200 mm makes initial acquisition in Delaware Basin https://www.hartenergy.com/exclusives/ex-parsley-team-re-ups-greenlake-energy-ii-delaware-deal-212839 https://www.hartenergy.com/exclusives/ex-parsley-team-re-ups-greenlake-energy-ii-delaware-deal-212839"
X Link 2025-05-06T23:14Z [----] followers, [----] engagements

"E&P ups today with oil up: $WTI $PROP $SM $KOS $SOC $AMPY $HPK . simply turdolicious Beta not miss out"
X Link 2026-02-06T16:06Z [----] followers, [----] engagements

"Happy Friday the 13th all With a day off on Monday as well. Now just waiting to see which sectors will be taking a huge dump today E&P has been spared the declines seen in basic materials but if/when dip buyers step in on those other sectors and/or tech will E&P sell off more (again). Happy Valentine's Day tomorrow also. This version of Tweety Bird beats the WH version every day Cheers https://twitter.com/i/web/status/2022308865748996556 https://twitter.com/i/web/status/2022308865748996556"
X Link 2026-02-13T13:56Z [----] followers, [---] engagements

"Maybe US E&P shitcos Crazy stats. China is non-stop selling U.S. treasuries. What are they buying instead https://t.co/GUsp4W12FV Crazy stats. China is non-stop selling U.S. treasuries. What are they buying instead https://t.co/GUsp4W12FV"
X Link 2026-02-13T18:21Z [----] followers, [----] engagements

"Several E&P heavyweights report next week. Distinction between oil producers and natty producers may be stark. The full roster for the next [--] weeks is below:"
X Link 2026-02-13T18:56Z [----] followers, [----] engagements

"@_sem_yyc HVD"
X Link 2026-02-14T19:09Z [----] followers, [---] engagements

"#s lying by omission"
X Link 2026-02-15T23:33Z [----] followers, [----] engagements

"$CTRA: Kimmeridge Releases Letter to the Board Outlining Urgent Steps to Restore Governance and Unlock . https://prn.to/49A5RXa https://prn.to/49A5RXa"
X Link 2025-11-04T15:13Z [----] followers, 20.8K engagements

"$TOU reports 3Q25 results PR: MD&A: Presentation: Highlights: https://tourmaline.cdn.prismic.io/tourmaline/aQvDlrpReVYa4G0h_TourmalineOilCorpOverviewNovember.pdf https://tourmaline.cdn.prismic.io/tourmaline/aQvKdbpReVYa4G6V_FinalQ32025TourmalineMDAFinancialStatements.pdf https://tourmaline.cdn.prismic.io/tourmaline/aQvKNLpReVYa4G6P_FinalTourmalineQ32025PressRelease-November52025-.pdf https://tourmaline.cdn.prismic.io/tourmaline/aQvDlrpReVYa4G0h_TourmalineOilCorpOverviewNovember.pdf https://tourmaline.cdn.prismic.io/tourmaline/aQvKdbpReVYa4G6V_FinalQ32025TourmalineMDAFinancialStatements.pdf"
X Link 2025-11-05T23:48Z [----] followers, [----] engagements

"$SM + $CIVI merger update Presentation: https://d1io3yog0oux5.cloudfront.net/_8143ca5af8eb932fecb222b7eeff0dff/smenergy/db/3711/35492/pdf/SM+Energy+and+Civitas+Resources+Merger+Update.pdf https://d1io3yog0oux5.cloudfront.net/_8143ca5af8eb932fecb222b7eeff0dff/smenergy/db/3711/35492/pdf/SM+Energy+and+Civitas+Resources+Merger+Update.pdf"
X Link 2025-11-17T22:50Z [----] followers, [----] engagements

"Governance critique is well-warranted but value That I do not see. Readers Kimmeridge Releases Letter to the Board of Coterra Energy Outlining Urgent Steps to Restore Governance and Unlock . https://prn.to/49A5RXa https://prn.to/49A5RXa"
X Link 2025-11-24T15:06Z [----] followers, [----] engagements

"@JerseyTough Still $DEC as stated"
X Link 2025-11-25T03:15Z [----] followers, [--] engagements

"Posted without comment Source: @RBNEnergy Oil & Gas Financial Analytics LLC"
X Link 2025-12-19T16:52Z [----] followers, [----] engagements

"WH coming to help out oil markets:"
X Link 2021-11-23T13:21Z [----] followers, [---] engagements

"@brutapologist So McConnell has been sitting on that bill as well as the House stimulus bill since Spring. And that Trump ceased negotiations with Dems so he could step in and "save" everyone with his EOs then blame Dems even though he had the last say Gotcha"
X Link 2020-08-11T15:43Z [----] followers, [--] engagements

"@ProjectLincoln The RNC convention "
X Link 2020-08-24T22:56Z [----] followers, [---] engagements

"@AdrianCovert @nytimes Boats did not sink. They were merely going to evaluate the safety of the lakebed"
X Link 2020-09-05T21:40Z [----] followers, [--] engagements

"@ProjectLincoln It's at times like these that I feel REALLY old But obviously smarter 😉 [----] Ford [----] - [----] Reagan [----] - [----] GHWB [----] Dole [----] - [----] GWB [----] McCain [----] Romney [----] None [----] Biden"
X Link 2020-10-18T03:09Z [----] followers, [--] engagements

"Serious question: Do readers want to see summaries and/or analysis of E&P releases etc. Cos are about to ramp up their disclosures for reserves financials presentations guidance etc. and while I do review most or all or those I do not need to post them here if they /1"
X Link 2021-02-07T22:41Z [----] followers, [---] engagements

"are not of general interest to many. Feel free to respond below or via DM or simply by clicking 'like' to show interest in such going forward. Any suggestions or other comments (usually) appreciated"
X Link 2021-02-07T22:43Z [----] followers, [--] engagements

"On a more serious note Good Friday was hardly that for our family as our son had to be hospitalized due to COVID. He is roughly the same age as many of you was an athlete in college and is in good health otherwise but he was not concerned about wearing a mask about /1"
X Link 2021-04-04T14:22Z [----] followers, [---] engagements

"toward govt control masks lockdowns etc. End of rant which I expect will do little to change readers' feelings but makes me feel a bit better. https://www.influenzaarchive.org/ https://www.influenzaarchive.org/"
X Link 2021-04-04T14:28Z [----] followers, [--] engagements

"Today's epiphany: I'm beginning to believe that (-$37/bbl) may have been the low for oil prices"
X Link 2021-05-12T15:01Z [----] followers, [--] engagements

"WSJ.Shale companies are generating record amounts of cash. Instead of more drilling they are paying off debt and sharing it with investors. via @WSJ https://www.wsj.com/articles/american-frackers-show-restraint-as-oil-tops-70-11625823000st=tkmoj7xxcrhsjgs&reflink=desktopwebshare_twitter https://www.wsj.com/articles/american-frackers-show-restraint-as-oil-tops-70-11625823000st=tkmoj7xxcrhsjgs&reflink=desktopwebshare_twitter"
X Link 2021-07-09T13:14Z [----] followers, [---] engagements

"The U.S. loves solar power but the panels are made using Chinese coal. Governments and companies are looking for emissions cuts at the source. via @WSJ https://www.wsj.com/articles/behind-the-rise-of-u-s-solar-power-a-mountain-of-chinese-coal-11627734770st=3af3126yz4j773n&reflink=desktopwebshare_twitter https://www.wsj.com/articles/behind-the-rise-of-u-s-solar-power-a-mountain-of-chinese-coal-11627734770st=3af3126yz4j773n&reflink=desktopwebshare_twitter"
X Link 2021-07-31T15:50Z [----] followers, [--] engagements

"The headline you probably will not see today: "Counterparties rake in $12 B in profits from E&P hedges""
X Link 2021-08-05T13:18Z [----] followers, [--] engagements

"Ok what else do I have to do on a Sat. night but design around-the-world travel itineraries within Texas for Texans on a budget Here goes a longer version for adventurous travelers"
X Link 2021-08-29T03:50Z [----] followers, [--] engagements

"What follows is my own review of the $XEC/ $COG Proxy which may be too long for some and too short for others. Hard to summarize something as long as a Proxy on Twitter using Twitter text so I have typed it in Word and am copying it into Twitter as a jpeg; hope it works /1"
X Link 2021-09-04T16:52Z [----] followers, [---] engagements

"The bubble chart below depicts the nat gas hedging status of [--] cos. for the remainder of '21 when hedging positions are the highest. It does not include basis swaps NGLs is not Pro Forma for deals that were in progress etc. Research should be done to confirm. Test case"
X Link 2021-09-14T14:28Z [----] followers, [---] engagements

"Today my mind is still in Glacier National Park this time to a place I have never been to . because it is not accessible to many visitors. The still shot of the moving water in the [--] different falls (Triple Falls) with the sun barely peeking over the mtn. is so relaxing .zzz"
X Link 2021-10-01T12:26Z [----] followers, [--] engagements

"I have several quarts of oil in my garage that I have been holding in reserve for emergency use. I now plan to release them into the market in the coming days. We all need to do our part. You're welcome"
X Link 2021-11-20T14:48Z [----] followers, [---] engagements

"Is Sen. Warren going after the turkey lobby because she heard that deep fried turkey was cooked in oil Asking for most everybody I think"
X Link 2021-11-23T22:24Z [----] followers, [--] engagements

"E&P [----] Capex apples vs. Production oranges: I get a kick out of seeing E&P capex and production estimates that compare the previous year to the current year. In fact this year maybe more so than ever before. Im not sure anyone but myself will find this interesting but 1/n"
X Link 2022-03-28T15:44Z [----] followers, [--] engagements

"Do readers find the posts re earnings useful I do it mostly for myself so I can go back and review easily. If it is a bother in the Twitterverse just let me know"
X Link 2022-05-03T21:21Z [----] followers, [---] engagements

"OMG the stock market crashed today -3% Oct. [--]. [----] --- hold my beer (-22%)"
X Link 2022-05-05T23:58Z [----] followers, [--] engagements

"$CDEV: Congratulations to Will Hickey and the Colgate team for executing their grow and sell/merge strategy to near perfection I cannot remember a non-public co I have received more comments and DMs about than Colgate . all along the lines of "when do you think they will /1"
X Link 2022-05-19T15:39Z [----] followers, [---] engagements

"Chevron plans to sell its current headquarters in California and is offering to move some employees to Texas via @WSJ https://www.wsj.com/articles/chevron-to-downsize-in-california-remain-based-in-the-state-11656103820st=3igts6ig1tssi8c https://www.wsj.com/articles/chevron-to-downsize-in-california-remain-based-in-the-state-11656103820st=3igts6ig1tssi8c"
X Link 2022-06-24T21:00Z [----] followers, [---] engagements

"E&P earnings so far: "Everything is great; better than ever before." Investors (so far): "Yes as expected. But what have you done for us lately""
X Link 2022-08-02T23:00Z [----] followers, [--] engagements

"Too much sharing tonight . a bit nostalgic. Please pray for my younger sister who found out a year ago she has ALS. She is enrolled in a stem cell program at Mayo Clinic in Rochester MN and has a progress report tomorrow. Thanks😢"
X Link 2022-08-17T02:10Z [----] followers, [---] engagements

"Recent E&P IB conversation: #1" You know that deal we recently discussed My co. is willing to do that deal on the terms we discussed $100 oil/$10 natty" #2: "My client is using $70/$4 now. Good luck.""
X Link 2022-09-26T23:42Z [----] followers, [--] engagements

"$CVX's latest 'FU' to politicians-- $75 B repo Chevron Increases Quarterly Dividend; Announces $75B Stock Repurchase Program - https://www.businesswire.com/news/home/20230125005789/en/Chevron-Increases-Quarterly-Dividend-Announces-75B-Stock-Repurchase-Programutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20230125005789/en/Chevron-Increases-Quarterly-Dividend-Announces-75B-Stock-Repurchase-Programutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"
X Link 2023-01-25T21:39Z [----] followers, 17.1K engagements

"Tough day. Sorry to say that my younger sister Cathy passed away today from complications of ALS. Although the end result was expected the timing was not and she is definitely one who will be missed. She was instrumental in getting the recent ALS legislation adopted 1/n"
X Link 2023-03-16T02:43Z [----] followers, 29.5K engagements

"and remained a fighter and a warrior against that terrible disease until the end while remaining cheerful despite what was going on with her body. #ALS#EndALS"
X Link 2023-03-16T02:46Z [----] followers, [----] engagements

"Last post on this to give people some idea of the person my sister was. Hard to pick best picture from among many more Love you sis 💗"
X Link 2023-03-16T19:17Z [----] followers, [----] engagements

"Reuters Exclusive: Energy producer Ovintiv nears $4 billion Permian oil deal https://www.reuters.com/markets/deals/energy-producer-ovintiv-nears-4-bln-permian-oil-deal-sources-2023-04-02/ https://www.reuters.com/markets/deals/energy-producer-ovintiv-nears-4-bln-permian-oil-deal-sources-2023-04-02/"
X Link 2023-04-02T23:30Z [----] followers, 74.2K engagements

"OK WHO ISSUES A PRESS RELEASE ON A SUNDAY IN THE MIDDLE OF THE SUMMER $CVX that's who. IR Dept clearly got heatstroke. Beats reduced guidance; Permian production +11%. https://www.chevron.com/-/media/chevron/stories/documents/2Q23-earnings-highlights.pdf https://www.chevron.com/-/media/chevron/stories/documents/2Q23-earnings-highlights.pdf"
X Link 2023-07-24T00:10Z [----] followers, 16.6K engagements

"This is more like it Exxon Mobil is closing in on a deal to buy Pioneer Natural Resources a blockbuster takeover that could be worth roughly $60 billion via @WSJ https://www.wsj.com/business/deals/exxon-mobil-closing-in-on-megadeal-with-shale-driller-pioneer-31b4092est=1jsq3lxe2twibu7 https://www.wsj.com/business/deals/exxon-mobil-closing-in-on-megadeal-with-shale-driller-pioneer-31b4092est=1jsq3lxe2twibu7"
X Link 2023-10-06T00:40Z [----] followers, 53.7K engagements

"Scott Sheffield This is more like it Exxon Mobil is closing in on a deal to buy Pioneer Natural Resources a blockbuster takeover that could be worth roughly $60 billion https://t.co/kFdp0tPFN4 via @WSJ This is more like it Exxon Mobil is closing in on a deal to buy Pioneer Natural Resources a blockbuster takeover that could be worth roughly $60 billion https://t.co/kFdp0tPFN4 via @WSJ"
X Link 2023-10-06T00:48Z [----] followers, 10.5K engagements

"New thread for large "secretive" lists of E&P cos. in each basin esp those who might be interested in an exit or are likely targets . worthwhile Appalachia - Ascent Encino PennEnergy . Haynesville - Aethon Rockcliff . Bakken - Grayson Mill . Rockies - Terra"
X Link 2023-11-11T19:53Z [----] followers, 28.2K engagements

"Six oil drillers have shut offshore production following an oil spill thats shaping up to be the largest in the US since the Deepwater Horizon disaster via @markets https://www.bloomberg.com/news/articles/2023-11-22/gulf-oil-spill-shuts-in-62-000-barrels-from-occidental-othersutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2023-11-22/gulf-oil-spill-shuts-in-62-000-barrels-from-occidental-othersutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2023-11-22T22:12Z [----] followers, 30.1K engagements

"FINALLY First deal for 2024: $APA to buy $CPE. A $CPE deal has been high on the list of rumored deals to me so now it is public. All-stock transaction valued at $4.5 B overall will generate some interesting discussions about use of cash flow and B/S https://investor.apacorp.com/news-releases/news-release-details/apa-corporation-acquire-callon-petroleum-company-all-stock https://investor.apacorp.com/news-releases/news-release-details/apa-corporation-acquire-callon-petroleum-company-all-stock"
X Link 2024-01-04T11:31Z [----] followers, 23.8K engagements

"$TALO Announces Acquisition of QuarterNorth Energy for $1.29 B in cash and stock PR: Presentation: https://s201.q4cdn.com/120347489/files/doc_downloads/key_docs_social/2024-01-15-Talos-Energy-QuarterNorth-Acquisition-Announcement-Presentation-vFINAL.pdf https://prn.to/47BX16w https://s201.q4cdn.com/120347489/files/doc_downloads/key_docs_social/2024-01-15-Talos-Energy-QuarterNorth-Acquisition-Announcement-Presentation-vFINAL.pdf https://prn.to/47BX16w"
X Link 2024-01-16T00:31Z [----] followers, 15K engagements

"Hart Energy list of top [--] private operators in order of BOE/d. Oil producer list shrinking natty not so much (yet). As of YE23"
X Link 2024-07-11T14:36Z [----] followers, 11.5K engagements

"$OVV: "Yeah we'd like to receive an $SM-equivalent price for our Uinta production please." https://www.bloomberg.com/news/articles/2024-08-21/ovintiv-said-to-explore-sale-of-oil-operations-in-uinta-basinutm_source=website&utm_medium=share&utm_campaign=copy https://www.bloomberg.com/news/articles/2024-08-21/ovintiv-said-to-explore-sale-of-oil-operations-in-uinta-basinutm_source=website&utm_medium=share&utm_campaign=copy"
X Link 2024-08-21T21:43Z [----] followers, [----] engagements

"US oil production will grow by [------] barrels a day in [----] about 50% more than this year due to higher well productivity according to BloombergNEF via @markets https://www.bloomberg.com/news/articles/2024-08-22/us-shale-oil-to-accelerate-production-on-efficiencies-bnef-saysutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2024-08-22/us-shale-oil-to-accelerate-production-on-efficiencies-bnef-saysutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2024-08-23T06:19Z [----] followers, 27.9K engagements

"$OVV reported to have been approached by $CTRA"
X Link 2024-10-01T19:25Z [----] followers, 21.8K engagements

"To those who may not know: when I post Press Releases Presentations Highlights etc. after earnings I am not doing deep dives just getting the info to as many ppl as possible so they do not have to get it themselves. At the height of the earnings season that means a lot of posts"
X Link 2024-10-22T20:24Z [----] followers, [----] engagements

"$OXY- The kind of things often mentioned only in a 10-Q note. No further detail"
X Link 2024-11-12T22:17Z [----] followers, 19.9K engagements

"Data dump incoming: Complete list of US E&P Bankruptcies [----] - [----] (c. Haynes & Boone)"
X Link 2024-12-10T17:01Z [----] followers, 11.4K engagements

"Liberty Energy Inc. Appoints Arjun Murti to Its Board of Directors - https://www.businesswire.com/news/home/20250122368351/en/Liberty-Energy-Inc.-Appoints-Arjun-Murti-to-Its-Board-of-Directorsutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20250122368351/en/Liberty-Energy-Inc.-Appoints-Arjun-Murti-to-Its-Board-of-Directorsutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"
X Link 2025-01-22T23:13Z [----] followers, 13.6K engagements

"Mad rush to lock up remaining Permian assets will now accelerate including cos that lost out on DE and must now get clearance for a different runway"
X Link 2025-02-14T17:31Z [----] followers, 11K engagements

"Since I seem to be discussing layoffs here devastated and disgusted to learn that the WH and DOGE poobah thought it would be a good idea to layoff entire group charged with safeguarding the country's nuclear weapons then hastily backtracking when they realized what a f*up that was. If the new Sec of Energy knew of these plans and approved of them (since his jurisdiction) would be even more __________. If not then what is the purpose of the position Is the US' new position now " Cut fire aim ready And "what's next" Signed 40+ yr energy and finance professional and supporter of common sense"
X Link 2025-02-15T17:59Z [----] followers, 12K engagements

"$FANG and Double Eagle IV confirm plans to merge. $3 B in cash and [---] mm shares; $4.1 B EV. April [--] close. New development JV with DE to accelerate "lower quality acreage" with no capex to $FANG ("carry" by DE value TBD) PR: Presentation: Highlights: https://www.diamondbackenergy.com/static-files/20a8dd0d-25c2-440f-820b-f06afbf8c114 https://www.diamondbackenergy.com/node/16671/pdf https://www.diamondbackenergy.com/static-files/20a8dd0d-25c2-440f-820b-f06afbf8c114 https://www.diamondbackenergy.com/node/16671/pdf"
X Link 2025-02-18T15:33Z [----] followers, [----] engagements

"A pause for a serious PSA: If you are [--] yrs or older ask your Dr about getting a "cardiac calcium score' which is used to assess the risk of developing coronary artery disease (CAD) and future heart events. Just got back from a visit with a friend who lost his wife [--] years ago to heart attack at 60ish and he pointed out to me that she was asymptomatic and had never had one. Surgeon said there was too much damage to save her; hopefully this PSA may help someone out there avoid a similar result"
X Link 2025-02-18T23:28Z [----] followers, [----] engagements

"$FANG also elevates @KVanthof to CEO replacing Stice in a successful double play"
X Link 2025-02-20T21:53Z [----] followers, 11.1K engagements

"Is there any mid to large-sized US E&P that is a better target for an activist investor than $APA And yes Suriname blah blah. North Slope blah blah. We've seen it all before. Alpine High North Sea etc. And BUYBACKs OMG. How much worse could they have done Asking for a friend"
X Link 2025-03-28T19:03Z [----] followers, 13.3K engagements

"DE re-ups with EnCap for $2.5 B on the same day they close on sale to $FANG. https://www.hartenergy.com/exclusives/double-eagle-team-re-ups-permian-backed-encaps-25b-212489 https://www.hartenergy.com/exclusives/double-eagle-team-re-ups-permian-backed-encaps-25b-212489"
X Link 2025-04-02T21:30Z [----] followers, 10.3K engagements

"A middle of the night thought: This will never happen but wouldn't it be interesting if oil and gas producers all throttled back production for a day or a week or as a protest over their treatment by politicians Could even call it the "Texas Tea Party"😉"
X Link 2025-04-25T09:09Z [----] followers, [----] engagements

"$PR's buy from $APA for $608 mm PR:"
X Link 2025-05-07T20:49Z [----] followers, 15K engagements

"$TXO agrees to buy Elm Coulee/ Bakken assets from White Rock Energy a portco of PE firm Quantum for $350 mm $70 mm deferred for [--] year. Daily BOE to $TXO = [----] (93% liquids) JV partner North Hudson will acquire a 30% non-op position. Total consideration including both =$475 mm https://d1io3yog0oux5.cloudfront.net/_0ff3f6205f5cedac865a3a27cf29f9bd/txoenergy/news/2025-05-13_TXO_Partners_L_P_Announces_Entry_Into_Definitive_17.pdf https://d1io3yog0oux5.cloudfront.net/_0ff3f6205f5cedac865a3a27cf29f9bd/txoenergy/news/2025-05-13_TXO_Partners_L_P_Announces_Entry_Into_Definitive_17.pdf"
X Link 2025-05-13T21:33Z [----] followers, 12.2K engagements

"Kayne Anderson Announces $2.25 Billion Final Close on Its Largest Ever Energy Private Equity Fund - https://www.businesswire.com/news/home/20250513615786/en/Kayne-Anderson-Announces-%242.25-Billion-Final-Close-on-Its-Largest-Ever-Energy-Private-Equity-Fundutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20250513615786/en/Kayne-Anderson-Announces-%242.25-Billion-Final-Close-on-Its-Largest-Ever-Energy-Private-Equity-Fundutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"
X Link 2025-05-14T01:55Z [----] followers, [----] engagements

"$VNOM agrees to acquire $STR for an EV of $4.1 B including assumption of $1 B in debt and the issuance of $3 B in shares based on $19.41 for $STR. Kimmeridge holds 48% of $STR and has committed to vote its shares in favor of the merger. Good job and congrats to both sides https://www.viperenergy.com/node/10576/pdf https://www.viperenergy.com/node/10576/pdf"
X Link 2025-06-03T12:37Z [----] followers, [----] engagements

"PSA: I am told that June is Cancer Survivor Month. Upon my first prostate cancer screening in [----] I was told I had cancer. Quite a shock considering no family history good health etc.; I decided to have surgery and have had no ill effects since. Just recently diagnosed with a cancerous melanoma again first time evaluated with removal last week. Came on suddenly and the surgeon who removed it believes she got all of it. Friend from HS back in MN lives close by in TX and he just discovered that he also has oral cancer and his has metastacized to one lymph node already with greater risks and"
X Link 2025-06-05T00:57Z [----] followers, [----] engagements

"$CVX files 8-K detailing certain payments and transfers to be made to John Hess including a transfer of the Hess Toy Truck Division 😀 https://www.sec.gov/ixdoc=/Archives/edgar/data/93410/000095014225002041/eh250658639_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/93410/000095014225002041/eh250658639_8k.htm"
X Link 2025-07-29T20:44Z [----] followers, 10.6K engagements

"$FANG's Presentation has to be one of the most comprehensive and transparent publications put out by E&P cos. Lots of text graphs and pictures with little white space on any page. Unlike many of its peers $FANG includes not only absolute #s but per barrel per $ of CAPEX and per share figures important for investors in $FANG (and others) to analyze since it has been such an active acquirer and has grown in part by issuing shares. Readers should focus on these per share #s more so than absolutes IMO. Slides [--] [--] and [--] in particular show cash flow production and reserves PER SHARE. To me these"
X Link 2025-08-05T12:29Z [----] followers, [----] engagements

"Powder River Basin Operators' Map ( $EPSN)"
X Link 2025-08-13T22:32Z [----] followers, 13K engagements

"As expected $CIVI to explore sale. DJ and Perm after drop in price from $85 in Sept. [--] to $32.50 today. $CVX and $OXY among top producers in both basins but scale of $CIVI https://www.bloomberg.com/news/articles/2025-09-30/permian-explorer-civitas-said-to-explore-potential-saleaccessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc1OTI2ODk2NSwiZXhwIjoxNzU5ODczNzY1LCJhcnRpY2xlSWQiOiJUM0VTU01HUDQ5M0IwMCIsImJjb25uZWN0SWQiOiJFMDJDREZDODUwOUI0NEQ3ODdCRTFBQkQyQjE1RjcyNSJ9.2hkIoabh2cpTt-4YfsiBZxKhnU_JmsnJ7OZCFMgXN8E"
X Link 2025-09-30T21:55Z [----] followers, 14.3K engagements

"I have a dream: $OXY buys $CIVI and then $FANG buys $OXY once OxyChem deal is set. $FANG vaults above $COP in the rankings. Everybody in"
X Link 2025-10-02T01:46Z [----] followers, [----] engagements

"The actual winner for Sept. is "C" "Kidding ." $XLE $XOP down only slightly $PSCE slight up. or 💤 Ded☠ Today's poll: Once August is complete largely fulfilling its role as traditionally the worst month for E&P stocks and pending the return of pro traders from the Hamptons after Labor Day how will those stocks perform as a group during Sept. ($XLE $XOP etc.) Today's poll: Once August is complete largely fulfilling its role as traditionally the worst month for E&P stocks and pending the return of pro traders from the Hamptons after Labor Day how will those stocks perform as a group during"
X Link 2025-10-02T18:03Z [----] followers, [----] engagements

"Seems to me that oil and gas are at least as critical to ensure security but WDIK THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. #BREAKING THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. #BREAKING"
X Link 2025-10-12T05:55Z [----] followers, [----] engagements

""E&Ps to cut expenses. E&Ps to cut buybacks. E&Ps to cut capex." Me: E&Ps should also cut dividends and use the cash saved to buyback shares at real discounts if stock prices decline. 😱😱😱"
X Link 2025-10-16T17:54Z [----] followers, [----] engagements

"Citi: "Oil could drop to $50." Ok now who will give me $40s 🙄"
X Link 2025-10-19T16:05Z [----] followers, [----] engagements

"A bit surprised that with all the comments directed at PE $KKR has received something like $400 mm in various fees since [----] for managing $CRGY while S/Hs have lost 50% of their investment. Must be me though 🙄"
X Link 2025-11-07T02:57Z [----] followers, [----] engagements

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