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@appalachiangabe
"Part of the divestment took the form of $HESM buying back class B shares from $BLK but in June $BLK finalized its exit by converting its class B to class A and selling via offering"
@appalachiangabe on X 2025-07-18 17:56:14 UTC XXX followers, XX engagements
"Today $CVX deal to buy $HES was approved and is now a XXXX% owner in Hesss publicly traded midstream vehicle $HESM. $CVX immediately announced a shakeup to the board and executive suite. John Hess chairman and CEO is out along with other legacy Hess board members" @appalachiangabe on X 2025-07-18 17:56:12 UTC XXX followers, XXX engagements
"$50/share + the $XXXX Q3 dividend would be about XX% premium to todays price. If the timeline is similar to the Noble midstream acquisition well see a bid in Oct and this gets wrapped up by Q1" @appalachiangabe on X 2025-07-18 17:56:20 UTC XXX followers, XX engagements
"Also since its important to some $HESM filed up-C so even though its an MLP it issues a 1099 not a K-1. Easier on the tax compliance" @appalachiangabe on X 2025-07-18 18:03:00 UTC XXX followers, XX engagements
"The market is giddy at the prospect of $HESM going the way of Noble midstream. With the new board changes it seems likely" @appalachiangabe on X 2025-07-18 15:18:42 UTC XXX followers, XXX engagements
"@TheGermanicist MAGA in bio is as clear a sign of toxicity as pronouns in bio" @appalachiangabe on X 2025-07-25 02:12:20 UTC XXX followers, XX engagements
"$PGEN selling off on news that $REPL received a CLR for its candidate RP1. Im not worried at all as the issues the FDA has with RP1 dont apply to PRGN-2012. This is a buying opportunity" @appalachiangabe on X 2025-07-22 18:12:14 UTC XXX followers, XXX engagements
"More recently $EQT also internalized its publicly traded midstream company Equitrans in an all-stock transaction at XX% premium to the pre-announcement share price and an EV/EBITDA of 11x" @appalachiangabe on X 2025-07-18 17:56:18 UTC XXX followers, XX engagements
"So I dont think the price will be determined by any particular multiple itll be based on where $HESM trades when the bid is announced. I could see the share price running to recent highs ($44) then being bought out at a XX% premium or $50/share" @appalachiangabe on X 2025-07-18 17:56:20 UTC XXX followers, XX engagements
"@dividend_data You want reports Here are analysts from Morgan Stanley and Wells Fargo initiating/updating coverage today:" @appalachiangabe on X 2025-07-25 14:34:47 UTC XXX followers, XX engagements
"@dividend_data Your Sunday video didnt mention that $CVX will likely buy $HESM possibly announced in the next few months. Thats the reason for Fridays pop" @appalachiangabe on X 2025-07-24 01:26:23 UTC XXX followers, XXX engagements
"@dividend_data You misunderstand. $CVX likes all midstream assets in house so the belief is that theyll internalize $HESM next. Also the $HES transaction already happened. Theyre not buying HESS they already bought Hess" @appalachiangabe on X 2025-07-24 02:38:32 UTC XXX followers, XXX engagements
"A note on org/share structure: $HESM has publicly owned shares (class A) and shares with enhanced voting rights (class B) owned by an entity called Hess Midstream GP LP. GP used to be owned 50:50 by Hess and BlackRock but $BLK has been divesting for a while now" @appalachiangabe on X 2025-07-18 17:56:13 UTC XXX followers, XX engagements
"Im not sure how the voting % shakes out after all this but Im reasonably certain that $CVX as the sole owner of class B shares now has majority voting control of $HESM. Not necessarily good for takeout price but great for takeout speed" @appalachiangabe on X 2025-07-18 17:56:15 UTC XXX followers, XX engagements
"Yo @TomSmith839 am I missing something Any reason why $OWL would lag the pack in recovering from Liberation Day" @appalachiangabe on X 2025-07-24 23:43:13 UTC XXX followers, XX engagements
"$HESM announces a XXX% increase to its Q3 dividend a XXXX% increase yoy" @appalachiangabe on X 2025-07-28 21:04:11 UTC XXX followers, XX engagements
"I corrected my decision to panic buy yesterdays top by panic selling todays bottom. $SOC" @appalachiangabe on X 2025-07-18 18:24:43 UTC XXX followers, 1958 engagements
"At 11x EV/EBITDA $HESM would be $43/share approximately X% above the current share price. + XXX% from the Q3 div. XXX% in X months isnt super compelling but not bad annualized depending on how you view the risk" @appalachiangabe on X 2025-07-18 17:56:18 UTC XXX followers, XX engagements
"Bought half-positions in X energy plays: $LB $CIVI $CHRD" @appalachiangabe on X 2025-07-23 18:14:16 UTC XXX followers, XXX engagements
"Compare with $ARES the other alt with huge private credit exposure and best comp. $OWL: down XX% from Jan high up XX% from April low $ARES: down XX% from Jan high up XX% from April low If $OWL had traded in line with $ARES the share price would be $XX up XX% from here" @appalachiangabe on X 2025-07-24 23:28:44 UTC XXX followers, XX engagements
"@WAR527 Whats the likelihood $CVX internalizes $HESM in your view" @appalachiangabe on X 2025-07-18 20:43:24 UTC XXX followers, XX engagements
"Replacing them are $CVX insiders including the President of $CVX midstream division. There are now X $CVX insiders on the board and X independent members. Theres an ongoing search for a 4th independent success would result in 4:4" @appalachiangabe on X 2025-07-18 17:56:13 UTC XXX followers, XX engagements
"$OWL has lagged the other alts since liberation day. Could see a quick catch-up on good news. Earnings on the 31st ($BX had great earnings today) and dividend declared the day after. Or maybe price action solves itself. Either way I think theres an easy XX% upside here" @appalachiangabe on X 2025-07-24 23:03:17 UTC XXX followers, XXX engagements
"But $CVX isnt interested in getting a killer deal on these assets they just want to internalize and combine $HESM with the rest of their midstream portfolio theyll pay the price the market demands" @appalachiangabe on X 2025-07-18 17:56:19 UTC XXX followers, XX engagements
"@striker_wow Lots to like about $OWL right now" @appalachiangabe on X 2025-07-25 19:25:49 UTC XXX followers, XX engagements
"SPECIAL SIT M&A OPPORTUNITY: $CVX is going to internalize $HESM likely in the next X months. 🧵" @appalachiangabe on X 2025-07-18 17:56:10 UTC XXX followers, XXX engagements