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@p10resource p10resource
p10resource posts on X about $vg, debt, bearish, all the the most. They currently have XXX followers and X posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +1,049%
- X Month XXXXX +135%
- X Months XXXXX +90%
- X Year XXXXX +229%
Mentions: X #
Followers: XXX #
- X Week XXX +5.40%
- X Month XXX +17%
- X Months XXX +64%
- X Year XXX -XX%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XX%
Social topic influence $vg #23, debt #1403, bearish 16.67%, all the 16.67%, level 16.67%, cash flow 16.67%, flow XXXXX%
Top accounts mentioned or mentioned by @ethan0502 @tylermacro10 @michael42414180 @unintendedcons5 @irajoseph @ventureglobal @columbiauenergy @vgdeepdive @tradernorway
Top assets mentioned Vonage Holdings Corporation (VG)
Top Social Posts
Top posts by engagements in the last XX hours
"@Ethan_0502 @tylermacro10 The problem is that in a severe stress scenario distributions derived from contracted volumes at CP1 PL CP2 to the $VG parent may not be sufficient to cover debt service and corporate costs. Especially if litigation claims are layered on top and growth capex continues"
X Link 2025-12-09T14:45Z XXX followers, XXX engagements
"@Ethan_0502 @tylermacro10 You should model it. I'm not as bearish on $VG as others but the risks are real. There's a good BofA credit research initiating coverage report from last month that provides effectively all the inputs to model VG w/ various sensitivities/scenarios"
X Link 2025-12-09T14:59Z XXX followers, XXX engagements
"@Michael42414180 @VGDeepDive Wrong. $VG ParentCo 1yr CDS at 170bps and 10yr 500bps implies a serious perception problem in credit markets"
X Link 2025-12-10T14:46Z XXX followers, XXX engagements
"@TraderNorway The notes were issued at the Plaquemines level to refinance debt at the Plaquemines level. Does not cleanly reflect economics at the $VG parent level which receives a narrow residual cash flow from contracted volumes and as a result has a very different credit/equity profile"
X Link 2025-12-11T17:46Z XXX followers, XXX engagements