@ZmansEnrgyBrain Avatar @ZmansEnrgyBrain Z4 Energy Research

Z4 Energy Research posts on X about $pten, $acdc, $pump, $snd the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 37.61% cryptocurrencies 19.27% countries 10.09% finance 8.26% technology brands 1.83% currencies 0.92% automotive brands 0.92%

Social topic influence $pten #4, $acdc #4, $pump #232, $snd #3, $aesi 8.26%, $lbrt #8, $mgy #1, iran #1485, $crk #4, gas 6.42%

Top accounts mentioned or mentioned by @gmailcom @variantview_x @war527 @staunovo @joshyoung @variantviewx @oilandenergy @osint613 @vintage117m @crudeoil231 @totalinsanity1 @blacklioncta @greenmonsterah @geoffreykarren @vintage117_m @greyhairopsguy @jszhang0912 @kennethshoretx @mrsleezebag1964

Top assets mentioned Patterson-UTI Energy Inc (PTEN) ProFrac Holding Corp. (ACDC) PumpBTC (Governance token) (PUMP) Atlas Energy Solutions Inc. (AESI) Liberty Energy Inc. (LBRT) Magnolia Oil & Gas Corporation Class A Common Stock (MGY) Comstock Resources, Inc. (CRK) Devon Energy Corp (DVN) Coterra Energy Inc (CTRA) Permian Resources Corporation Class A Common Stock (PR) Enphase Energy Inc (ENPH) QuantumScape Corporation (QS) USA COMPRESSION PARTNERS LP (USAC) Core Laboratories N.V. (CLB) Windoge98 (EXE) Mach Natural Resources LP (MNR) Baker Hughes Co (BKR) EQT, Corp. (EQT) Kodiak Gas Services, Inc. (KGS) Archrock Inc (AROC) Kosmos Energy Ltd. (KOS) Halliburton Company (HAL) Exxon Mobil (XOM) Convex Finance (CVX) Chord Energy Corporation Common Stock (CHRD) Crescent Energy Company (CRGY) GE Vernova Inc. (GEV) Bitcoin (BTC) Cryptonex (CNX) Diamondback Energy Inc (FANG)

Top Social Posts

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

"I'LL TAKE "THINGS THAT ARE NOT BAD AT ALL FOR $ACDC" FOR $1000 ALEX #HAYNESVILLE RIG COUNT AT BEST LEVELS SINCE JUNE [----]. UP 24% YTD. #NATGAS"
X Link 2026-02-13T19:49Z 11.2K followers, [----] engagements

"$EQT extends [---] Bcfgpd curtailment through at least May. #NATGAS"
X Link 2024-04-23T22:05Z 11.2K followers, [----] engagements

"WTI approaching $58. The strip is $57 to $58. A lot of the US oily upstream reports over the next two weeks. Recommend E&Ps bite the drillbit and slow their 2Q roll. #OOTT"
X Link 2025-04-30T15:58Z 11.2K followers, [----] engagements

"COME SEE US AND READ ABOUT A TALE OF TWO SANDS . $SND VS $AESI #SAND #OOTT"
X Link 2025-11-24T14:35Z 11.2K followers, [---] engagements

"$SND $AESI #SAND #OFS"
X Link 2025-11-24T15:18Z 11.2K followers, [---] engagements

"$SND $3. @ $3.05 it trades at 2.5x our [----] E EBITDA estimate. At current levels $AESI trades just under 5x. Maybe AESI should look to expand beyond the #Permian doing so on the cheap and thinking ahead to when the U.S. will struggle to grow #NATGAS production. #SAND"
X Link 2025-12-01T15:05Z 11.2K followers, [----] engagements

"$SND vs $AESI - a tale of two sands. https://seekingalpha.com/article/4845392-smart-sand-record-quarter-strong-guidance-low-valuation https://seekingalpha.com/article/4845392-smart-sand-record-quarter-strong-guidance-low-valuation"
X Link 2025-12-01T20:11Z 11.2K followers, [---] engagements

"$SND near $4 @ $4 they will trade at 3.4x our [----] E EBITDA figure $AESI at $10.15 trades at 7.2x Street [----] E EBITDA Different markets scale margins but SND is nearly debt-free is sending $ back to shareholders and is much more #natgas tied https://seekingalpha.com/article/4845392-smart-sand-record-quarter-strong-guidance-low-valuation https://seekingalpha.com/article/4845392-smart-sand-record-quarter-strong-guidance-low-valuation"
X Link 2025-12-05T15:19Z 11.2K followers, [---] engagements

"#PERMIAN BOTTOMING $PUMP (we own) $AESI (we monitor). #OFS"
X Link 2025-12-10T18:26Z 11.2K followers, [---] engagements

"The Friday Post (TGIF # 401) $SND $KGS $AROC $USAC $PUMP #oil #natgas #oott Hey come see us. https://zmansenergybrain.com/2025/12/12/t-g-i-f-401/ https://zmansenergybrain.com/2025/12/12/t-g-i-f-401/"
X Link 2025-12-12T13:03Z 11.2K followers, [----] engagements

"$AESI continues to target [---] MW power in service by ealry [----] with new order placement and leasing deal"
X Link 2025-12-31T14:01Z 11.2K followers, [---] engagements

"Short Watch (% float) $HPK 30% $AESI 17% $PUMP 15% $KOS 14% $ACDC 12% $MGY 11% $PTEN 8% Reply with other elevated short interest energy names. #OOTT #OFS"
X Link 2026-01-13T14:55Z 11.2K followers, [----] engagements

"Our latest $MGY article We have [--] free copies to gift if you're not a Seeking Alpha member. Email zmanalpha@gmail.com to get yours. Stock waking up 100% naked to oil. https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth"
X Link 2026-01-14T14:37Z 11.2K followers, [---] engagements

"Or if you simply have to have more #Permian nab $PR near 4x"
X Link 2026-01-15T18:53Z 11.2K followers, [---] engagements

"But let's says $DVN is locked in on $CTRA. Side play. $PUMP who penned a deal for power with CTRA in December. This was from our December 12th post"
X Link 2026-01-15T19:05Z 11.2K followers, [----] engagements

"$PUMP hearing about the $CTRA + $DVN mashup"
X Link 2026-01-15T19:23Z 11.2K followers, [---] engagements

"@JoshYoung Would be good for $PUMP maybe for $AESI as well"
X Link 2026-01-15T19:57Z 11.2K followers, [---] engagements

"$PTEN adding [--] rigs in Argentina this week is a good use of Tier [--] assets (instead of cold stacking or cannibalizing). Adds a 3rd country outside of U.S. (they had Colombia (unsure number as many as [--] and Equador (1 rig) before)"
X Link 2026-01-16T18:42Z 11.2K followers, [---] engagements

"Thunder. $ACDC $LBRT $PTEN $PUMP"
X Link 2026-01-20T21:15Z 11.2K followers, [----] engagements

"$HAL 4Q25 CC Q) Pricing in NAM frac A) Pricing is now fairly stable. companies arent investing in it incentives to send US equipment out of the country attrition accelerating were at a bottom and expect the market to improve. $LBRT $PTEN $PUMP $ACDC #FRAC #OOTT"
X Link 2026-01-21T14:37Z 11.2K followers, [---] engagements

"Baker Hughes "2026 global upstream spending expected to decline by low-single digits with Intl slightly down and NAM down mid-single digits" #OOTT"
X Link 2026-01-26T13:32Z 11.2K followers, [----] engagements

"Come see us. http://www.zmansenergybrain.com http://www.zmansenergybrain.com"
X Link 2026-01-27T14:50Z 11.2K followers, [---] engagements

"$SND at new [--] week high we had a chat with management last week notes in last Thursday's and Friday's posts (preview chat comments model update)"
X Link 2026-01-27T14:51Z 11.2K followers, [---] engagements

""Fourth quarter completions activity defied normal seasonal declines" - $LBRT 4Q25 pr. $ACDC $PTEN $PUMP #OFS #OOTT"
X Link 2026-01-28T23:08Z 11.2K followers, [---] engagements

""Within North American oil and gas markets conditions have now stabilized after a protracted period of softening activity" - $LBRT 4Q25 pr. $ACDC $PTEN $PUMP #OFS #OOTT"
X Link 2026-01-28T23:08Z 11.2K followers, [----] engagements

"@variantview_X $PUMP is pure play Permian (frac and power) $ACDC likely has most overall leverage to Haynesville vs other players (sand and frac)"
X Link 2026-01-28T23:19Z 11.2K followers, [---] engagements

"$LBRT set to gap up [--] to 10% look for positive knock-on action from $ACDC $PTEN $PUMP #OFS #OOTT $LBRT KNOCKS COVER OFF BALL. 18% REVENUE BEAT 51% EBITDA BEAT. #FRAC #OFS #OOTT $LBRT KNOCKS COVER OFF BALL. 18% REVENUE BEAT 51% EBITDA BEAT. #FRAC #OFS #OOTT"
X Link 2026-01-29T13:38Z 11.2K followers, [----] engagements

"$LBRT up 24% at $27 an all-time high. $LBRT Call about to start notes/comments in today's post. Live call notes shortly. Here's our quick table. https://t.co/AgruxMF1Gj $LBRT Call about to start notes/comments in today's post. Live call notes shortly. Here's our quick table. https://t.co/AgruxMF1Gj"
X Link 2026-01-29T15:08Z 11.2K followers, [---] engagements

"The Friday Post #oil #natgas #oott $ACDC $LBRT $PUMP $PTEN $XOM $CVX https://zmansenergybrain.com/2026/01/30/t-g-i-f-406/ https://zmansenergybrain.com/2026/01/30/t-g-i-f-406/"
X Link 2026-01-30T12:22Z 11.2K followers, [---] engagements

"My kingdom for a NAM-centric #FRAC name willing to post an updated presentation with 4Q25 results. . Basic stuff - current Tier IV GGB efrac Tier II diesel mix. - fleet capacity in HHP vs fleet active (ballpark me). - [----] [----] [----] HHP vs plan for [----] $ACDC $PUMP $PTEN"
X Link 2026-01-30T14:49Z 11.2K followers, [---] engagements

"$ACDC stuff from the site today"
X Link 2026-01-30T14:52Z 11.2K followers, [---] engagements

"$DVN + $CTRA merger to be announced on a gap-down oil Monday Then it will be hard to tell how disliked the deal really is. Baller move"
X Link 2026-02-01T19:40Z 11.2K followers, 14.4K engagements

"$DVN + $CTRA - basics in comment #3 under today's post but its a liquids-rich gas player: 34% oil 22% NGLs 44% gas. It is smart to target 50% reinvest for next year while bumping the dividend above what either were paying and announce a $5 B buyback"
X Link 2026-02-02T12:25Z 11.2K followers, [---] engagements

"$ACDC #coverbabycover #frac #sand #ofs"
X Link 2026-02-02T16:21Z 11.2K followers, [---] engagements

"$SND taps best levels since [----]. Ask about a test drive at zmanalpha@gmail.com https://seekingalpha.com/article/4714292-smart-sand-reports-strong-q2-thoughts-ahead-earnings-call https://seekingalpha.com/article/4714292-smart-sand-reports-strong-q2-thoughts-ahead-earnings-call"
X Link 2026-02-03T16:52Z 11.2K followers, [---] engagements

"$ENPH bidding $44 best levels since last June. Nice beat solid guide good call underway"
X Link 2026-02-03T22:05Z 11.2K followers, [----] engagements

"$ENPH There are [--] analysts in coverage here: [--] are Holds [--] are Sells. The median target price is $37. And the name is 23% short. Expect some upgrades"
X Link 2026-02-04T01:23Z 11.2K followers, [----] engagements

"$PTEN - see site"
X Link 2026-02-04T21:37Z 11.2K followers, [---] engagements

"$PTEN DRAFT First Call note up on the site see comment #48 under today's post. 4% revenue beat 15% EBITDA beat 25% dividend increase balance sheet improved outlook solid to improving. Targets will go up on Thursday and Friday. #OFS #EFT #OOTT"
X Link 2026-02-04T22:18Z 11.2K followers, [----] engagements

"The Thursday Post $PTEN $VWDRY $QS $CLB #oil #natgas #oott https://zmansenergybrain.com/2026/02/05/thursday-morning-pten-2/ https://zmansenergybrain.com/2026/02/05/thursday-morning-pten-2/"
X Link 2026-02-05T12:05Z 11.2K followers, [---] engagements

"$PTEN opens new cycle high #OFS #OOTT $PTEN DRAFT First Call note up on the site see comment #48 under today's post. 4% revenue beat 15% EBITDA beat 25% dividend increase balance sheet improved outlook solid to improving. Targets will go up on Thursday and Friday. #OFS #EFT #OOTT https://t.co/fBppITum7P $PTEN DRAFT First Call note up on the site see comment #48 under today's post. 4% revenue beat 15% EBITDA beat 25% dividend increase balance sheet improved outlook solid to improving. Targets will go up on Thursday and Friday. #OFS #EFT #OOTT https://t.co/fBppITum7P"
X Link 2026-02-05T14:31Z 11.2K followers, [----] engagements

"$PTEN call at the top of the hour live call notes to follow"
X Link 2026-02-05T14:53Z 11.2K followers, [---] engagements

""Revenue per industry rig in the United States remained near company record levels." - $PTEN 4Q25 #OFS #OOTT"
X Link 2026-02-05T14:58Z 11.2K followers, [---] engagements

""U.S. drilling and completion activity has held relatively steady as we begin 2026" - $PTEN 4Q25 #OFS #OOTT"
X Link 2026-02-05T14:59Z 11.2K followers, [---] engagements

"Industry will soon need to decide between declining production levels or increased activity. $PTEN 4Q25 #OFS #OOTT"
X Link 2026-02-05T15:07Z 11.2K followers, [---] engagements

"A multi-year increase in activity levels will be needed to meet demand $PTEN 4Q25 #OFS #OOTT"
X Link 2026-02-05T15:08Z 11.2K followers, [---] engagements

"Expect draw on equipment to Vaca Muerta to tighten US rig capacity. $PTEN 4Q25 #OFS #OOTT"
X Link 2026-02-05T15:16Z 11.2K followers, [---] engagements

"$PTEN #frac capacity @ [---] million HP at YE26 down [---] million over last two years and horsepower is likely to decline again this year. 4Q25 call notes #OFS #OOTT"
X Link 2026-02-05T15:21Z 11.2K followers, [---] engagements

"$PTEN continues to stack lower spec #frac HP (tier ii diesel) and expects peers to do the same this year. 4Q25 call notes #OFS #OOTT"
X Link 2026-02-05T15:22Z 11.2K followers, [---] engagements

"#NATGAS capable frac remains fully utilized. $PTEN 4Q25 call notes #OFS #OOTT"
X Link 2026-02-05T15:23Z 11.2K followers, [---] engagements

"@OilandEnergy Some frac and sand that don't have power angles. $PTEN $SND"
X Link 2026-02-05T16:43Z 11.2K followers, [---] engagements

"Tired of staring at your energy sea of red today Come take a look at our $PTEN piece. https://zmansenergybrain.com/2026/02/05/thursday-morning-pten-2/ https://zmansenergybrain.com/2026/02/05/thursday-morning-pten-2/"
X Link 2026-02-05T20:32Z 11.2K followers, [---] engagements

"$USAC breakout starting on a red day for markets and energy. Get a free copy of our most recent piece for Seeking Alpha by emailing zmanalpha@gmail.com. We have [--] left to gift"
X Link 2026-02-05T21:02Z 11.2K followers, [---] engagements

"Analyst Watch: $PTEN Susquehanna ups from $8 to $10 Stifel ups from $9 to $11 #OFS #OOTT"
X Link 2026-02-06T14:25Z 11.2K followers, [---] engagements

"$PTEN above Liberation Day swoon and rising. Sights appear to be set on $9 next. Expect to see more of the $1 and $2 type price target increases. . Going into the call median target was $7.50. [--] analysts w/ average rating of [---] on a [--] to [--] scale (1 being a strong buy)"
X Link 2026-02-06T14:40Z 11.2K followers, [---] engagements

"So far this morning: Susquehanna ups from $8 to $10 Stifel ups from $9 to $11 RBC ups from $8 to $9. $PTEN #OFS"
X Link 2026-02-06T14:41Z 11.2K followers, [---] engagements

"$PTEN starting to work sometimes it takes time. Added quite a bit more over [----] and [----]. #OFS #OOTT"
X Link 2026-02-06T14:50Z 11.2K followers, [----] engagements

"Don't think it's the President that always caves. Maybe it's Witkoff. A year of failure in Ukraine and now this: #WACO #IRAN #OOTT"
X Link 2026-02-06T14:53Z 11.2K followers, [----] engagements

"Rig Count Watch: Gas rigs up [--] to [---] vs [---] year ago Oil rigs up [--] to [---] vs [---] year ago Permian rigs down [--] to new cycle low. #oil #natgas #oott"
X Link 2026-02-06T18:04Z 11.2K followers, [----] engagements

"$PTEN on the tape with the monthly rig report. [--] rigs working in the U.S. in January vs [--] in December. $PTEN starting to work sometimes it takes time. Added quite a bit more over [----] and [----]. #OFS #OOTT https://t.co/WOigRSiWpY $PTEN starting to work sometimes it takes time. Added quite a bit more over [----] and [----]. #OFS #OOTT https://t.co/WOigRSiWpY"
X Link 2026-02-06T20:25Z 11.2K followers, [----] engagements

"@WAR527 $MGY $CHRD $PR $CRGY etc"
X Link 2026-02-06T20:45Z 11.2K followers, [---] engagements

"an additional ad valoremrate of duty for example [--] percent may be imposed on goods imported into the United States that are products of any country that directly or indirectly purchases imports or otherwise acquires any goods or services from Iran -Trump EO 2/6 #oott"
X Link 2026-02-07T09:15Z 11.2K followers, [---] engagements

"Alex Ill take something hes willing to die on the hill for $1000 please. Iranian Foreign Minister Araghchi: "As for the missile issue this is a purely defensive matter for us and is not negotiable neither now nor in the future. Regional issues belong to the region and are not related to countries outside it." @Osint613 https://t.co/YA5Xc7jWAp Iranian Foreign Minister Araghchi: "As for the missile issue this is a purely defensive matter for us and is not negotiable neither now nor in the future. Regional issues belong to the region and are not related to countries outside it." @Osint613"
X Link 2026-02-07T20:42Z 11.2K followers, [----] engagements

"The Wrap #natgas #oil #oott $GEV $RES $LBRT $ENPH $PTEN $VWDRY $CLB $QS $MGY $CTRA $DVN https://zmansenergybrain.com/2026/02/07/wrap-week-ended-2-6-26/ https://zmansenergybrain.com/2026/02/07/wrap-week-ended-2-6-26/"
X Link 2026-02-08T16:13Z 11.2K followers, [----] engagements

"WTI $63 #OOTT"
X Link 2026-02-08T23:01Z 11.2K followers, [----] engagements

"$EXE to move HQ from OKC to Houston. True end of an era. #OOTT"
X Link 2026-02-09T13:48Z 11.2K followers, [----] engagements

"DXY [--] WTI $64 #OOTT"
X Link 2026-02-09T14:54Z 11.2K followers, [----] engagements

"Come take a Z4 Energy Test Drive Inquire at zmanalpha@gmail.com $SND at $5 for first time since 2018"
X Link 2026-02-09T15:09Z 11.2K followers, [---] engagements

"Can't blame Nic for stepping down at $EXE having been to Spring a few times and OKC a lot more times. No offense but that's easy"
X Link 2026-02-09T19:14Z 11.2K followers, [----] engagements

"The Tuesday Post $PTEN $ACDC $LBRT $PUMP #NATGAS #OOTT https://zmansenergybrain.com/2026/02/10/tuesday-morning-pten-frac-comp/ https://zmansenergybrain.com/2026/02/10/tuesday-morning-pten-frac-comp/"
X Link 2026-02-10T12:50Z 11.2K followers, [---] engagements

"$ACDC #coverbabycover See today's post for color"
X Link 2026-02-10T14:35Z 11.2K followers, [---] engagements

"@Vintage117_m They noted weather and Iran"
X Link 2026-02-11T00:06Z 11.2K followers, [--] engagements

"@CRUDEOIL231 Only one bitcoin wallet pass from a claim of mission accomplished"
X Link 2026-02-11T00:22Z 11.2K followers, [---] engagements

"Total DOC production (OPEC+) was down [------] bopd in January vs December. Big elements Kazahk [----] Venezuela [---] Iran [---] and Russia [---]. #OOTT"
X Link 2026-02-11T13:36Z 11.2K followers, [---] engagements

"$HPK $ACDC #coverbabycover"
X Link 2026-02-11T17:50Z 11.2K followers, [---] engagements

""In response to improved natural gas prices the Company currently plans to increase the number of operating drilling rigs it is running from eight to nine during 2026." - CRK 4Q25 PR #natgas #haynesville"
X Link 2026-02-11T21:54Z 11.2K followers, [----] engagements

"As a result Comstock plans to spend approximately$1.4 billionto$1.5 billionin [----] on its development and exploration projects and$100 millionto$150 millionon itsWestern Haynesvillemidstream system. FYI Consensus is $1.2 B. #1999mentality #natgas"
X Link 2026-02-11T21:57Z 11.2K followers, [----] engagements

"Note $CRK has added rig AND a frac spread in the #Haynesville. Likely solid for $ACDC at least for sand but also probably for frac as that market tightens up a bit. #OFS #NATGAS"
X Link 2026-02-12T19:25Z 11.2K followers, [---] engagements

"WTI $63 #OOTT"
X Link 2026-02-12T19:34Z 11.2K followers, [---] engagements

"Last Post: ProPetro - Standing Out From Frac Peers With Power https://seekingalpha.com/a/2vvq8sht=taeob5&shu=15dx https://seekingalpha.com/a/2vvq8sht=taeob5&shu=15dx"
X Link 2026-02-13T16:25Z 11.2K followers, [---] engagements

"How to make your bankers hate you 101: Analyst Watch $CNX (monitored) - Piper reiterates Underweight ups target from $25 to $26 vs current $37.50 price. #NATGAS #EFT"
X Link 2026-02-02T18:24Z 11.2K followers, [----] engagements

"you dont want to buy somebody elses decline curve Chris Stavros 4Q25 $MGY call speaking to the two big Eagle Ford packages being marketed now. #OOTT"
X Link 2026-02-10T16:15Z 11.2K followers, [----] engagements

"$MNR announces $0.53 distribution up from $0.27 last quarter. I love the smell of vindication in the afternoon. #natgas"
X Link 2026-02-12T23:53Z 11.2K followers, [----] engagements

"Offered without commentary #Permian rigs down [--] to [---] vs [---] a year ago a new cycle low. #OOTT #DRILLBABYDRILL (in Venezuela)"
X Link 2026-02-13T18:05Z 11.2K followers, [----] engagements

"Got Sand $SND Ask about a test drive zmanalpha@gmail.com"
X Link 2026-02-13T19:20Z 11.2K followers, [---] engagements

"We have [--] $MGY articles to give out (gets around the Seeking Alpha paywall). Email zmanalpha@gmail.com and put MGY in the subject line to get yours. https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth"
X Link 2026-01-08T19:35Z 11.2K followers, [---] engagements

"Our $BKR 4Q25 DRAFT quarterly review comments are on the site"
X Link 2026-01-25T23:19Z 11.2K followers, [---] engagements

"And Baller #OOTT #EFT https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator $DVN + $CTRA merger to be announced on a gap-down oil Monday Then it will be hard to tell how disliked the deal really is. Baller move. https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator $DVN + $CTRA merger to be announced on a gap-down oil Monday Then it will be hard to tell how disliked the deal really is. Baller move"
X Link 2026-02-02T12:07Z 11.2K followers, [----] engagements

"$FANG should be taking a hard look at $PR. #PERMIAN #EFT #OOTT"
X Link 2026-02-04T16:54Z 11.2K followers, [----] engagements

"@TotaLinsanity1 $MWH IPO next week. See also $SHLS"
X Link 2026-02-04T19:03Z 11.2K followers, [--] engagements

"$SND AT NEW 7+ YEAR HIGH COME SEE US: #OFS #OOTT https://zmansenergybrain.com/membership-options/ https://zmansenergybrain.com/membership-options/"
X Link 2026-02-06T18:09Z 11.2K followers, [---] engagements

"Last Post: Magnolia Oil & Gas: Conservative Oily Unhedged Growth https://seekingalpha.com/a/2w3qdsht=tabayp&shu=15dx https://seekingalpha.com/a/2w3qdsht=tabayp&shu=15dx"
X Link 2026-02-11T20:44Z 11.2K followers, [---] engagements

"While January popped the rest of [----] was cut to only [---] K adds. Fed funds more likely to have cut without that January jump. We get PCE and GDP next week. Fed funds rate cuts odds for March down to 8% from 20% at the start of the week. #OOTT"
X Link 2026-02-13T15:15Z 11.2K followers, [---] engagements

"$PUMP to new cycle high. Banner below from our Seeking Alpha article back in September. Come try us out. #OFS #OOTT https://zmansenergybrain.com/membership-options/ https://zmansenergybrain.com/membership-options/"
X Link 2026-02-13T15:39Z 11.2K followers, [---] engagements

"Come see us #oil #natgas #ofs #oott https://zmansenergybrain.com/membership-options/ https://zmansenergybrain.com/membership-options/"
X Link 2026-01-18T02:23Z 11.2K followers, 12.8K engagements

"We should get the $BKR 4Q report in a few minutes"
X Link 2026-01-25T21:58Z 11.2K followers, [----] engagements

"Want a free version of our latest $MGY article ahead of 4Q25 results Here it is but if you're not a Seeking Alpha member send us a note at zmanalpha@gmail.com as we have [--] to gift. Cheers https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth"
X Link 2026-02-04T14:49Z 11.2K followers, [---] engagements

"$CRK - getting on the 4Q25 call at the top of the hour. Notes on site live call notes shortly. #natgas #haynesville "In response to improved natural gas prices the Company currently plans to increase the number of operating drilling rigs it is running from eight to nine during 2026." - CRK 4Q25 PR #natgas #haynesville https://t.co/A4Ynxni3oi "In response to improved natural gas prices the Company currently plans to increase the number of operating drilling rigs it is running from eight to nine during 2026." - CRK 4Q25 PR #natgas #haynesville https://t.co/A4Ynxni3oi"
X Link 2026-02-12T15:51Z 11.2K followers, [----] engagements

"In the W. Hay see recoverable reserves of [--] Tcf with $CRK having almost [--] TCF. Comstock 4Q25 call #natgas #haynesville"
X Link 2026-02-12T16:34Z 11.2K followers, [----] engagements

"$CRK - call notes on site. But in short they are looking to deleverage by growing the denominator. #natgas"
X Link 2026-02-12T17:33Z 11.2K followers, [----] engagements

"$CRK more attractive at $15. #natgas #haynesville"
X Link 2026-02-12T19:12Z 11.2K followers, [----] engagements

"GIVEN THAT Z4 IS OVERWEIGHT NAM-CENTRIC SERVICE PLAYERS WE APPLAUD $CRK's MOVE TO ADD RIGS AND DOLLARS INTO A FADING GAS STRIP. #natgas"
X Link 2026-02-11T21:59Z 11.2K followers, [----] engagements

"Subscribers see first call note draft comment [--] under today's post - $CRK"
X Link 2026-02-11T23:43Z 11.2K followers, [---] engagements

"The Thursday Post: #NATGAS $AR $CRK $QS $MGY #OOTT https://zmansenergybrain.com/2026/02/12/thursday-morning-qs-ar-crk/ https://zmansenergybrain.com/2026/02/12/thursday-morning-qs-ar-crk/"
X Link 2026-02-12T12:49Z 11.2K followers, [---] engagements

"T.G.I Long Weekend #natgas #oott $CRK $MNR https://zmansenergybrain.com/2026/02/13/t-g-i-f-408/ https://zmansenergybrain.com/2026/02/13/t-g-i-f-408/"
X Link 2026-02-13T13:58Z 11.2K followers, [---] engagements

"Yes always appeal to their wallets. #oott BREAKING: Iran says potential energy mining and aircraft deals on table in talks with US. BREAKING: Iran says potential energy mining and aircraft deals on table in talks with US"
X Link 2026-02-15T15:49Z 11.2K followers, [----] engagements

"And if Im a US oil service company there is the square root of zero odds that I send staff there under the current regime. You think Venezuela is a big ask This is next level risk. #oott #iran"
X Link 2026-02-15T16:14Z 11.2K followers, [---] engagements

"Agreed. It would be weapons grade stupid to do energy deals and sell planes to #Iran now. And if Im a US oil service company there is the square root of zero odds that I send staff there under the current regime. You think Venezuela is a big ask This is next level risk. #oott We can make a better economic deal after the regime is gone. We can make a better economic deal after the regime is gone"
X Link 2026-02-15T16:18Z 11.2K followers, [----] engagements

"#oott #iran Iranian state television is reporting that the Islamic Revolutionary Guard Corps (IRGC) has launched an exercise in the Strait of Hormuz dubbed "Smart Control of the Strait of Hormuz" under the direction of IRGC Major General Mohammad Pakpour. Per state media the IRGC stated https://t.co/vcHyPf9MLi Iranian state television is reporting that the Islamic Revolutionary Guard Corps (IRGC) has launched an exercise in the Strait of Hormuz dubbed "Smart Control of the Strait of Hormuz" under the direction of IRGC Major General Mohammad Pakpour. Per state media the IRGC stated"
X Link 2026-02-16T12:46Z 11.2K followers, [---] engagements

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