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@WAR527 "$AMPY sells some non-op in Eagle Ford to $MUR for $XX mm"
@WAR527 on X 2025-07-02 02:04:14 UTC 9340 followers, 1947 engagements

"Exxon vs. Chevron battle sets stage for oil industry's race for prize assets"
@WAR527 on X 2025-07-18 15:22:18 UTC 9341 followers, XXX engagements

"Have to rate today as a snoozefest so far and $CNX earnings is not likely to improve that tomorrow. Next week though 🚀🤣"
@WAR527 on X 2025-07-23 15:15:43 UTC 9339 followers, XXX engagements

"Confused as to how $CVX "lost" intervening revenues from Guyana through the delay if they were retained by $HES and will ultimately benefit $CVX. Merger terms did not change as I recall"
@WAR527 on X 2025-07-18 20:25:20 UTC 9340 followers, 1523 engagements

"Not to be forgotten $HESM 8-K details changes to affiliated cos after the $CVX/ $HES merger"
@WAR527 on X 2025-07-18 20:32:36 UTC 9340 followers, XXX engagements

"@Jack_McClendon @TeddyGambino $APA $DVN $CTRA $OVV could combine to form the 'Feeble 4'"
@WAR527 on X 2025-07-24 15:52:35 UTC 9340 followers, XXX engagements

"Consensus GAAP estimates: $EQT: EPS $0.53; Rev $XXXX B $MTDR: EPS $1.36; Rev $XXX MM $RRC: EPS $0.66; Rev $XXX MM Of course it is the reaction to the news including guidance that matters more than the actual #s"
@WAR527 on X 2025-07-22 18:55:52 UTC 9341 followers, 1227 engagements

"Private equity backers refuse to roll over investments as returns dwindle via @ft"
@WAR527 on X 2025-07-27 21:03:04 UTC 9340 followers, 1828 engagements

"This is not exactly a new thought but as long as the overall market (i.e. techs) keeps going up E&P will remain a source of funds. Earnings season and guidance will likely be brutal for E&Ps but the overall direction for 2H25 should be evident after the markets incorporate the news. Consensus is still high IMO"
@WAR527 on X 2025-07-17 18:58:08 UTC 9340 followers, 1565 engagements

"High participation likely says $DVN is a likely target for someone (ANYONE) and $FANG a likely acquirer of someone as I interpret it"
@WAR527 on X 2025-07-24 01:18:25 UTC 9340 followers, 7476 engagements

"$MTDR reports 2Q results PR: Presentation: Highlights:"
@WAR527 on X 2025-07-22 20:19:33 UTC 9340 followers, 13.6K engagements

"$BSM reports 1Q25 results PR: Highlights:"
@WAR527 on X 2025-05-06 01:53:15 UTC 9340 followers, 4272 engagements

"@U308Andy Paying down debt first including what was assumed in $MRO deal. Targeted $X B in sales. Alaska certainly will be a focus but most analysts expect them to acquire something else now that $CVX has ()"
@WAR527 on X 2025-07-23 18:30:53 UTC 9339 followers, XXX engagements

"$COP nears sale of Oklahoma assets to Stone Ridge Energy sources say"
@WAR527 on X 2025-07-22 22:07:54 UTC 9340 followers, 7837 engagements

"$EQT Right off the bat- emphasis on volume over value. The first line item of results is sales volumes XXX bcf vs. XXX bcf or +60 bcf (+12%). Impressive right Is it as impressive considering the weighted average shares outstanding was XXX mm vs. 441(+37%) mm during the quarter If I am a shareholder I care a whole lot less about the corporate growth than the growth per share which is effectively what I own. The #s throughout are absolute growth numbers rather than relative growth per share. Bottom line net cash flow # of $XXX mm vs. $1035 mm in 1Q is quite a deceleration likely due to"
@WAR527 on X 2025-07-23 13:06:35 UTC 9340 followers, 7223 engagements

"$CNX earnings pre-market Rev: $XXX mm EPS: $0.45"
@WAR527 on X 2025-07-23 22:59:05 UTC 9340 followers, XXX engagements

"@campbe14425505 most likely as target for $FANG or others"
@WAR527 on X 2025-07-21 01:23:18 UTC 9340 followers, XXX engagements

"$OVV reports ah today. Estimates Rev $XXXX B EPS $1.03"
@WAR527 on X 2025-07-24 13:33:32 UTC 9340 followers, XXX engagements

"A bit more about Stone Ridge and its participation in the PureWest acquisition through the Wincoram deal. Owns a portfolio of "over 17000 natural gas wells." Who Where How US Shale Gas Investor Wincoram Acquired by Stone Ridge Energy"
@WAR527 on X 2025-07-22 22:26:24 UTC 9339 followers, 7202 engagements

"$VNOM prices $XXX mm of sun due 2030 @ XXX% and $XXX B of sun due 2035 @ 5.7%"
@WAR527 on X 2025-07-09 21:34:44 UTC 9341 followers, 1068 engagements

"And just like that E&P M&A goes from sparse to heavy with the $CVX/ $HES merger"
@WAR527 on X 2025-07-18 16:06:26 UTC 9340 followers, 2547 engagements

"@BowTiedFeline Half of the $CRK multiple may still be overvalued fwiw"
@WAR527 on X 2025-07-22 15:40:31 UTC 9341 followers, XXX engagements

"$CNX reports 2Q25 results PR/ Remarks: Presentation: Supp.:"
@WAR527 on X 2025-07-24 12:50:55 UTC 9339 followers, XXX engagements

"@Jack_McClendon @TeddyGambino If a co the size of $APA $MTDR $CRK is a zombie sure"
@WAR527 on X 2025-07-24 15:31:10 UTC 9340 followers, XXX engagements

"Chevron closes Hess acquisition after winning Exxon legal battle"
@WAR527 on X 2025-07-18 14:56:46 UTC 9340 followers, XXX engagements

"Thailand's PTTEP buys XX% of offshore gas block from $CVX (HES) for $XXX million"
@WAR527 on X 2025-07-28 17:15:43 UTC 9340 followers, XXX engagements

"Probably the last time Apache/ $APA was relevant"
@WAR527 on X 2025-07-25 15:58:51 UTC 9341 followers, 2790 engagements

"Bessent Trump Lutnick: : "No Not the Epstein files. But LOOK Here; another trade "deal"🙄"
@WAR527 on X 2025-07-28 15:05:19 UTC 9340 followers, XXX engagements

"US E&P earnings this week: Tues Jy 29: $EXE ah Wed Jy 30: $AR $CRK $MGY $NFG ah Thurs Jy 31: $NOG $SHEL $SM $TXO ah Fri Aug 1: $CVX $XOM bmo PNT. DYOR"
@WAR527 on X 2025-07-28 14:43:57 UTC 9340 followers, 1347 engagements

"Heard in the tweets today:" Sure my shitco E&P is only XXXXX the size of $HES doesn't have an asset like Guyana and is loaded with debt but they deserve the same multiples in M&A." 🙄"
@WAR527 on X 2025-07-19 00:10:18 UTC 9341 followers, 3298 engagements

"Nice catch Not familiar with the RT but the Highlander #1 story lives on in infamy (). Drilled by Freeport-McMoran in 2015 at a cost of $XXX mm+ to a depth of 29000 feet flowed XX mmcfpd on production test but ultimately encountered problems. Moncrief has now taken over to drill a replacement. Not to be confused with the immortal TV character 'Highlander.' $GLTU 10-K: $GULTU 10-Q: Freeport PR (2015):"
@WAR527 on X 2025-07-26 15:32:32 UTC 9340 followers, 9895 engagements

"Next E&P co. to be involved either as buyer or seller in M&A Partner/ target"
@WAR527 on X 2025-07-21 01:08:59 UTC 9341 followers, 15.6K engagements

"From E&P mgt. calls (past present and future): Mgt: "We projected a shareholder yield of XX% in 2024 including a X% dividend yield and buybacks of 16%" Anal: "Ok but how did your stock do after you bought it back" Mgt: "Well we're down XX% on the stock but are very confident we are undervalued." Anal: "But doesn't that make your "shareholder return" negative for the year" Mgt: "Well yes but that's only X year." Anal: "And isn't there a cost of capital associated with that buyback" Mgt.: "Yes there is." Anal: "And aren't most COC XX% vs. a X% divvy yield." Mgt: "Well yes." Anal: "How do you"
@WAR527 on X 2025-07-23 18:23:40 UTC 9340 followers, 7250 engagements

"YTD charts for $EQT $RRC $CNX $CRK $EXE $AR $MGY. Interesting symmetry in 1Q25"
@WAR527 on X 2025-07-23 15:09:19 UTC 9339 followers, 1208 engagements

"Ok. First X E&P cos out of the box. Highlights in place; accolades follow from "investors." So what was NOT emphasized that might/should have been useful to know $EQT $MTDR $RRC 😉Comments welcome"
@WAR527 on X 2025-07-23 11:57:48 UTC 9341 followers, 14K engagements

"$ATH reports 2Q25. Had to post this because "Pristine" must be a Canadian term for "Fortress.""
@WAR527 on X 2025-07-25 03:40:01 UTC 9340 followers, XXX engagements

"Mizuho: XX More Years of Oil Shale Wells Left to Drill"
@WAR527 on X 2025-07-21 19:49:28 UTC 9340 followers, 19.5K engagements

"$HES mini-truck collection debuts July 21"
@WAR527 on X 2025-07-19 01:29:50 UTC 9341 followers, 1360 engagements

"$RRC and $MTDR leading off E&P earnings tomorrow after-hours"
@WAR527 on X 2025-07-21 20:43:42 UTC 9341 followers, 3511 engagements

"$MTDR Ah the War & Peace of E&P disclosures. IYKYK. But transparency is a good thing I have heard Very little of issue in their report. The slight gradual decline in results is evident in both q-o-q and y-o-y results. But not unexpected given the current pricing environment. Plans are for slight production increase this year. $XXX B in SEC value and $XX B in BFIT FNR at YE XX vs. $XXX B in capitalized costs means no impairments even as a FC co. Nice to see but debt rose in 2024 for acquisitions. Helps accretion but evaluation needs to incorporate debt-adjusted returns. San Mateo midstream"
@WAR527 on X 2025-07-23 14:42:14 UTC 9341 followers, 1762 engagements

"Next week's E&P earnings will likely be a big help for the market mood Or not .🙄 $EXE $AR $NFG $CRK $MGY $NOG $SM $SHEL $CVX $XOM Schedule will be posted over the weekend. DYOR"
@WAR527 on X 2025-07-25 23:17:31 UTC 9341 followers, 1580 engagements

"Finally The start of E&P earnings season slow as the start may be Gassies generally first: $EQT $RRC $CNX; along with foreign cos like $TTE $ENI $EQNR. Possibly tentatively if my source is correct. The following week (Jy 28+) more gassies: $EXE $AR $NFG $CRK $MGY along with $CVX and $SHEL ++ a few others. Standard guidance: "We will cut capex until it becomes apparent that production will drop because investors ABHOR a declining forecast." Will cos generate earnings Stay tuned Will cos generate a full-cycle positive return (i.e. cumulative earnings post-impairments that exceed the prior"
@WAR527 on X 2025-07-19 15:34:23 UTC 9340 followers, 1357 engagements

"$VNOM 8-K contains Prospectus Supplement for its $1.B offering of sun due 2030/35 re #STR deal. Noting an apparently new $VNOM/ $FANG relative as "New Cobra Pubco" snakes its way into the org chart as the guarantor of the notes. 😂"
@WAR527 on X 2025-07-11 15:10:59 UTC 9341 followers, XXX engagements

"$CVX cuts XXX jobs in Houston after closing Hess acquisition filing reveals"
@WAR527 on X 2025-07-23 20:07:35 UTC 9339 followers, 5583 engagements

"@oilallaround Likely. Aethon certainly making noises but they have been for years; also hoping to sell to a foreigner $COP Okla. assets from MRO are close but rumors are Validus or . Others"
@WAR527 on X 2025-07-21 13:37:54 UTC 9340 followers, XXX engagements

"DJT posting another trade deal on a Post-It to his wall; "That's not how this works""
@WAR527 on X 2025-07-28 14:07:47 UTC 9340 followers, XXX engagements

"$OVV reports results of their new drug trial . wait wrong release $OVV reports 2Q25 results PR: Supp. F/S: Presentation: 10-Q:"
@WAR527 on X 2025-07-24 21:21:20 UTC 9340 followers, 1916 engagements

"@energy_gossip I had to narrow it to X and thought I should leave $DVN and $CTRA for sure"
@WAR527 on X 2025-07-21 01:21:39 UTC 9341 followers, XXX engagements

"$VNOM files Information Statement re merger with $STR. Backgound pp. 38-54 Advisory opinions pp 55-82"
@WAR527 on X 2025-07-23 21:11:24 UTC 9340 followers, 4075 engagements

"Trump unlikely to enforce tariff threat on Russian oil"
@WAR527 on X 2025-07-25 12:05:19 UTC 9340 followers, 4375 engagements

"Good thing we don't use steel or aluminum here"
@WAR527 on X 2025-07-23 20:46:02 UTC 9340 followers, 5253 engagements