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@basadomente
"$QBTS what the "
X Link @basadomente 2025-10-13T17:41Z XXX followers, XXX engagements
"$SOC my initial reaction to the OS&T "option 2" was negative but after more thought I now think it's the superior option. Cons: - Delays oil sales till Q4 2026. - Potentially worse operating margins due OS&T lease and selling more-raw product but at least somewhat offset by substantial opex compliance and CA tax reductions. Pros: - Remove Cali commie uncertainty - this asset was always going to have a "what are those crazy commies gonna do next" discount built in even after restart. "ooh we passed the Magic Unicorn Fairy Dust act of 2026 that mandates all personal vehicles be unicorn powered"
X Link @basadomente 2025-09-30T02:27Z XXX followers, 11.5K engagements
"@Matt_vlietstra Brother robots havent even started yet. Robots will make all these other bubbles look like a bear market"
X Link @basadomente 2025-10-13T20:32Z XXX followers, 12.5K engagements
"$SOC pretty twisted ruling from Anderle today - he or his ghostwriters at the AG office had to jump through some extreme logical hoops to find a way to maximize CCC power. This is clearly a bad ruling for Sable however . the same logic from this prior post applies and the ruling doesn't change the overall situation much. It still boils down to - does CA want oil flowing through pipelines to gasoline refineries Does it want tax revenue and jobs Or does it want giant ugly tanker ships off the coast and a stupid fight with the Trump admin all while CA gas prices are climbing to $XX This would"
X Link @basadomente 2025-10-15T03:02Z XXX followers, 10.1K engagements
"how did I invest in a company that calls themselves ovidians ðŸ˜ðŸ™ˆ $OVID its over"
X Link @basadomente 2025-10-01T02:41Z XXX followers, 2414 engagements
"@SandBrandyn meh oil is oil plenty of buyers. Trump stake in $SOC would be giga bullish no doubt. If California wants to go down in flames (literally) let them"
X Link @basadomente 2025-09-29T21:38Z XXX followers, 2794 engagements
"any news out on $CALM (egg company not crypto shitcoin.) getting hammered today"
X Link @basadomente 2025-09-16T19:38Z XXX followers, XXX engagements
"@P_Remarks shame about the AIDS on the bright side buying $CRM puts her legally at-fault in divorce proceedings"
X Link @basadomente 2025-10-14T20:53Z XXX followers, XXX engagements
"$SOC interesting aside about today's ruling which I've hinted at before - this ruling nullifies the concept of an LCP under the CA Coastal Act. Every coastal developer now has to run all development through the CCC because LCP decisions cannot be relied upon. Good luck rebuilding your liberal paradise in Malibu + Palisades"
X Link @basadomente 2025-10-15T03:32Z XXX followers, 2870 engagements
"Weekend reminder that $ABVX $NKTR $QURE all all undervalued by XXX% minimum"
X Link @basadomente 2025-10-05T17:35Z XXX followers, 3941 engagements
"@PersimmonTI me to myself buying $NAMS in low 20s this year then selling back because impatient"
X Link @basadomente 2025-10-13T20:26Z XXX followers, XXX engagements
"anyone with HF data on $PM sales want to convince me not to load tf boat before earnings"
X Link @basadomente 2025-10-08T05:58Z XXX followers, XXX engagements
"Jeffrey Dintzer arguing in court for $SOC tomorrow "but Mr. Dintzer I already ruled in your favor .""
X Link @basadomente 2025-10-14T19:03Z XXX followers, 5729 engagements
"$SOC for the low IQ readers: The Civil Rights Act of 1871often called the Ku Klux Klan Actis a Reconstruction-era U.S. federal law passed to combat post-Civil War violence and intimidation (especially by the KKK) and to give people a federal remedy when state or local officials violate their constitutional rights"
X Link @basadomente 2025-10-07T22:33Z XXX followers, 2165 engagements
"@Realnickp22 this is technically correct but practically and politically everyone believes OSFM will not approve given the dispute with CCC. unless everyone gets together and decides to settle "
X Link @basadomente 2025-10-15T18:10Z XXX followers, XXX engagements
"$QURE holy shit 11mm shares short on 61.6mm out 37mm float why don't you guys go short quantum or something"
X Link @basadomente 2025-10-09T22:21Z XXX followers, 1755 engagements
"$NKTR will settle for a "my bad" and a firm handshake from $LLY"
X Link @basadomente 2025-10-08T19:09Z XXX followers, 2144 engagements
"@buckorama1 I like this angle but can't they milk $LLY and $NKTR for a few more months now seems like free money maybe they can build a new pool house"
X Link @basadomente 2025-10-15T04:09Z XXX followers, XXX engagements
"$SOC shutting down a beautiful clean oil producer in your backyard while gas prices are spiking to $10+ is that really the national fight Gavin Newscum wants to pick with Trump right now Surely some better issues out there. Maybe it's time to let down Oprah "
X Link @basadomente 2025-10-01T17:48Z XXX followers, 2356 engagements
"$SOC fyi the Anderle appeal case is still active. Next update due on 11/14/2025. But it will likely be moot after Sable wins in court next week"
X Link @basadomente 2025-10-07T18:21Z XXX followers, 2660 engagements
"some biotech events I'm playing. yes these are well known to bioX but posting for others' sake: $ABVX: buyout at $150+ likely maybe in Nov or after JPM conference in early 2026. $NKTR: multiple events - $LLY settlement in next X weeks likely should sent stock to 75ish but more importantly should help clear the fog of uncertainty. AA trial in Dec I expect it will succeed which will shock the market. Major partnership or buyout in early 2026 if not sooner. This could be anywhere from a 3x-20x from here and I think there's probably more upside if they don't get bought out before ph3. $QURE:"
X Link @basadomente 2025-10-13T02:26Z XXX followers, 4189 engagements
"$OVID when the data so good you invent time travel to stay in Q3"
X Link @basadomente 2025-10-02T20:57Z XXX followers, 3320 engagements
"@covie_93 meanwhile anyone not retarded will be watching bad bunny"
X Link @basadomente 2025-10-14T05:17Z XXX followers, XXX engagements
"$QBTS up XX% again and you're not yolo'ing into $CCCX anon"
X Link @basadomente 2025-10-14T19:06Z XXX followers, 1595 engagements
"$SOC I'm not a fan of the tanker option but some key info from slides. Tax savings + LFC opex savings may offset the incremental cost of FPSO. Also 100mm capex is not that bad can raise that with minimal dilution or perhaps a non-dilutive loan"
X Link @basadomente 2025-09-29T21:23Z XXX followers, 8062 engagements
"$SOC 598.6k calls and 181.6k puts OI plus roughly 16mm shares short on a stock with 99mm shares out and float more like 70mm. Absolute powderkeg if anything bullish happens . 💥😱"
X Link @basadomente 2025-10-08T03:41Z XXX followers, 3553 engagements
"$SOC one of the most ridiculous part of the court's (really the AG's) tentative ruling yesterday was giving CCC more credit because they wrote a longer report than SBC who kept their decision brief and to the point. I'm surprised Sable hasn't called that out as it's obviously bullshit and totally irrelevant to the question of whether CCC had the authority to do what they did"
X Link @basadomente 2025-10-15T19:07Z XXX followers, 2341 engagements
"$SOC holders trying to figure out when OSFM will approve the restart plan"
X Link @basadomente 2025-10-03T12:48Z XXX followers, 3867 engagements
"@BasedStatistic @FishtownCap did whatever you did work"
X Link @basadomente 2025-10-13T02:28Z XXX followers, XXX engagements
"$SOC wow did he really post that on Truth"
X Link @basadomente 2025-10-01T19:21Z XXX followers, 8088 engagements
"@ShmuelLon @Wockcrafter cash can be found if there's clear and solid backing from Trump. look at all these pure trash shitcos he's been buying. Sable just needs to pull the trigger and get this show moving"
X Link @basadomente 2025-10-15T04:00Z XXX followers, XX engagements
"@Taintslapp12283 $NKTR will settle for a Visa gift card"
X Link @basadomente 2025-10-14T20:05Z XXX followers, XXX engagements
"$SOC T-3 business days till the CCC gets BTFO in court. The Governor and AG can be smart and negotiate a settlement that lets everyone win. Or they can roll the dice and pick a pointless fight with the Trump admin while gas prices are climbing to $10/gal. Seems like an easy choice to me"
X Link @basadomente 2025-10-09T21:49Z XXX followers, 2537 engagements
"$SOC what do the CCC and the KKK have in common Besides their three letter acronyms both groups have engaged in conspiracy to violate civil rights according to lawyers for Sable Offshore. Now the CCC owes Sable $347mm - pay up you racists"
X Link @basadomente 2025-10-07T18:07Z XXX followers, 7378 engagements
"@cr0upier I assume it's related to the Thu hearing full order should post a bit later $NKTR"
X Link @basadomente 2025-10-14T21:21Z XXX followers, XXX engagements
"$NKTR hearing getting pushed again how many zeroes is $LLY writing"
X Link @basadomente 2025-10-14T21:09Z XXX followers, 4293 engagements