[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@TeddyGambino "Anybody familiar with who $HES used for Frac services in the Bakken"
@TeddyGambino on X 2025-07-22 18:35:13 UTC 4524 followers, 1951 engagements

"$COP Conoco selling down their Okie rock to Flywheel"
@TeddyGambino on X 2025-07-22 20:59:58 UTC 4524 followers, XXX engagements

"@GringoInvesting Theyre on record saying the Plaq LNG phase X only FID after CP2 LNG comes online online 27"
@TeddyGambino on X 2025-07-23 13:24:30 UTC 4524 followers, XXX engagements

"@GringoInvesting Not according to Harte I sent you the article. Looks like the above slide is co low balling facility is pulling XXX bcf now begun pulling for Phase 2-way ahead of schedule. Should get more clarity during Q2 ER"
@TeddyGambino on X 2025-07-23 12:58:57 UTC 4524 followers, XXX engagements

"$EQT still has X big deal left in them. Im thinking $CNX or $RRC"
@TeddyGambino on X 2025-07-02 20:15:10 UTC 4520 followers, XXX engagements

"@Booger42069 US Frac empire was built on debt that behavior largely ended in 2019. Survivor of the fittest now mergers will heat back up and OFS bankruptcies blowout. Oil+gas spikes are coming"
@TeddyGambino on X 2025-07-24 16:46:26 UTC 4524 followers, XXX engagements

"@GringoInvesting You get the email I sent"
@TeddyGambino on X 2025-07-23 13:11:16 UTC 4524 followers, XXX engagements

"@MarriedSanchari @GreyHairOpsGuy Its a frustrating puzzle that I blame on OFS execs who refused to change with the times. $CFW had several chances to exit US div wipe out debt. They should sell Argie but looks like that ship has sailed. $STEP should have been taken pvt easier to reform"
@TeddyGambino on X 2025-04-08 00:18:39 UTC 4522 followers, XXX engagements

"Based on April EIA-914 Ohio gas production now down XX% from peak in 2019. Perma-gas bears will argue its due to lack of pipeline/basin prices during same timeframe WV gas production has nearly doubled. Arkansas gas production now sub XXX mcf ATH over X bcf"
@TeddyGambino on X 2025-07-24 14:45:58 UTC 4524 followers, 1445 engagements

"$APA $PR APA (APA) also said it completed the sale of its New Mexico assets in June a deal that was announced in May which reduced its Q2 U.S. production by 1800 boe/day roughly XX% of which was oil; net proceeds from the deal totaled $575M"
@TeddyGambino on X 2025-07-10 13:22:01 UTC 4521 followers, XXX engagements

"More LNG import capacity coming to Poland"
@TeddyGambino on X 2025-07-24 23:45:52 UTC 4524 followers, XXX engagements

"Get above XXXX deal close in Q3 push for a US mkt major listing. The worm is turning for ole Trican"
@TeddyGambino on X 2025-07-03 16:36:06 UTC 4522 followers, 1555 engagements

"@Rytetz29 @rakoraja @EnergyCynic Had a serous combo w/a guy I talk investing w/weekly. Acct value $500k 2020 now down to $100k. Discovers futures trading mid 2020s. Same guy who sold $TCW @ XXXX cad in 2022 and planned to buy back lower. Never happened. Day/swing trading does not work"
@TeddyGambino on X 2025-06-14 15:42:43 UTC 4522 followers, XXX engagements

"@Rytetz29 Well done ER tonight CC tom. $STEP + $CFW CCs on Thursday morning. Im excited to hear about Step plans for the future could end up being a wcsb consolidator:"
@TeddyGambino on X 2025-05-12 19:33:47 UTC 4522 followers, XXX engagements

"$MTDR 10-15yrs of quality Delaware inventory Im calling bullshit on that"
@TeddyGambino on X 2025-07-23 13:49:55 UTC 4524 followers, 8164 engagements

"Co has stated Plaq LNG Phase X a XXX bcf addition wont FID until CP2 LNG comes online in 2027"
@TeddyGambino on X 2025-07-23 12:22:44 UTC 4524 followers, XXX engagements

"OFS survivors will slash more capex find merger partners cut costs-svc lines to survive the deluge. Own the best bal sheets SLOWLY add this is no quick fix. US production will be down substantially by YE. LNG coming in droves trust the process. GL all"
@TeddyGambino on X 2025-05-04 14:05:30 UTC 4522 followers, XXX engagements

"$CFW March XX 2026 $120M USD notional of Calfrac bonds mature. Another tranche 6m prior to these"
@TeddyGambino on X 2025-07-22 18:39:48 UTC 4523 followers, 1011 engagements

"Anybody see who.+size on $TCW on block printed on Neo Prob BMO"
@TeddyGambino on X 2025-07-17 16:17:55 UTC 4523 followers, XXX engagements

"Id like to believe Klaas but then Id have to start believing in Santa + the Easter Bunny. Their current footprint capital structure is no longer tenable. No Instl investors come in size bc of Arc outsized stake. Arc needs to flip to $LBRT or work a creative $CFW deal"
@TeddyGambino on X 2024-08-29 00:43:17 UTC 4522 followers, 2805 engagements

"$TCW Trican HF shorts this is your last warning"
@TeddyGambino on X 2025-07-15 20:36:59 UTC 4523 followers, 1569 engagements

"Hi vol tweet week is a great oppy rile up mute out the real dumb SOBs. Im fine hearing the contra if its well thought out but knuckle-dragging morons not worth my time. Ive hit X figs over fast X years which arguably was worst in OFS history. Scary what I hit by 2030"
@TeddyGambino on X 2025-07-04 19:21:42 UTC 4521 followers, 5302 engagements

"1 more time for the simps ND going under 1M p/d by YE likely sub 900k Eagle Ford going sub 900k by YE. Hedging burst during WTI spike aint saving US oil production"
@TeddyGambino on X 2025-07-22 18:31:41 UTC 4524 followers, 8063 engagements

"Basin bros swear they can meet demand good luck i doubt it under double digits but heres the beauty i win regardless. As a Frac investor activity will be off the charts at much higher rates. 😁"
@TeddyGambino on X 2025-06-22 13:58:33 UTC 4522 followers, XXX engagements

"@FuzzyBe02910905 Matter fact told me the energy merger mania of my thesis made zero sense said itd never happen summer 2023. 😂"
@TeddyGambino on X 2025-07-24 15:35:40 UTC 4523 followers, XX engagements

"$TCW Divvies hit in all my accounts will be pushing my entire equity allocation into $TCW tomorrow. Wanting to hear another $ACDC Q before adding above my $XXXX avg"
@TeddyGambino on X 2025-07-01 11:37:37 UTC 4522 followers, 3766 engagements

"@rbl1973 @ChevExec Total embarrassment that not only $DVN but $PR produce more oil per day in Permian than $CVX. If they wiff on Hess get ready for a quick ego buy. $OXY $FANG come to mind prob too much hair-18m to close for $BP"
@TeddyGambino on X 2025-07-07 19:08:44 UTC 4523 followers, XXX engagements

"So buckle cup buttercups another 5-7 bcf comes late during 2032/33 this is a 8-10yr theme. Ill let the swing traders be happy w/their XX% gains Ive been long size $TCW since Jan 2019 $ACDC since April 2024. Fun barely begun"
@TeddyGambino on X 2025-06-22 14:05:04 UTC 4520 followers, 1619 engagements

"Over 150m cad due 6m before March 2026. Looks like Sept XX 2025.revolver due unless can renegotiate"
@TeddyGambino on X 2025-07-22 18:49:08 UTC 4522 followers, XXX engagements

"@Booger42069 Frac bankruptcies are coming going to get gnarly going into YE"
@TeddyGambino on X 2025-07-24 16:42:27 UTC 4524 followers, XXX engagements

"2020 Second Lien Notes: Calfrac's Credit Facilities were extended in September 2023. Their maturity date is the earlier of: (a) July X 2026 or (b) six months prior to the maturity of the company's 2020 Second Lien Notes on March XX 2026"
@TeddyGambino on X 2025-07-22 18:40:46 UTC 4522 followers, XXX engagements

"Chevron wins as I predicted deal closes by next week. Exxon goes back on the hunt $FANG or $OXY likely targets"
@TeddyGambino on X 2025-07-18 11:18:10 UTC 4524 followers, 7556 engagements

"$TCW 287900 Cibc X @ XXXX Rare to see Cibc cross trican block"
@TeddyGambino on X 2025-05-13 13:37:06 UTC 4521 followers, 2246 engagements

"@tbhrvey X million BOE oil production of 217k rest is NGL+gas. $PR + $DVN produce more oil a day in Permian"
@TeddyGambino on X 2025-07-19 20:23:54 UTC 4525 followers, XX engagements

"$TCW Feeling like another over 2M comp V day would be 4th in a row The anon seller whos been dive bombing in for past X days looks to be running low on shares. Need to move SP up to 4.50/4.60 to get the V in"
@TeddyGambino on X 2025-05-16 17:48:14 UTC 4522 followers, 1070 engagements

"OFS owed $20B where does that come from Its overPemex will file to re-org by 2030"
@TeddyGambino on X 2025-07-22 16:00:39 UTC 4524 followers, 2513 engagements

"@FuzzyBe02910905 I gave this fucking mutt Trican X cad lower did he buy OC not"
@TeddyGambino on X 2025-07-24 15:33:50 UTC 4524 followers, XXX engagements

"With $STEP sitch being resolved the 🎯 now moves to $CFW. The same accts who said $STEP was being shopped this year also mentioned George is getting jumpy @ Calfrac. No dealing till debt is addressed. Sell either US or Argie status quo is the definition of insanity"
@TeddyGambino on X 2024-11-05 13:35:28 UTC 4522 followers, 1165 engagements

"An Exxon victory would have been the end of shared interest in large scale projects. $XOM has X more size deal to execute but so does Chevron. Chevrons Permian oil output is pitiful $OXY would fill the hole"
@TeddyGambino on X 2025-07-18 11:26:47 UTC 4523 followers, 1147 engagements

"Shorts are also pushing into $CFW yet meh on $STEP. Some of the vol might be Step longs hedging w/Trican - Calfrac short. Id just use a rolling WTI put strategy but HF bros like to bro out"
@TeddyGambino on X 2025-04-25 13:52:49 UTC 4522 followers, XXX engagements

"@WAR527 Only open deal is $EOG- Encino .ROUND X 🛎"
@TeddyGambino on X 2025-07-18 16:11:09 UTC 4525 followers, XXX engagements

"Coterra Energy to hold Permian rig count steady as oil market fears ease Reuters Always a cpl who piss in the pool. Factoring their X PE deals closed in Q1 their keeping rigs flat not that relevant"
@TeddyGambino on X 2025-06-24 18:05:34 UTC 4524 followers, XXX engagements

"$TCW Dark pools empty so far today price of poker going up"
@TeddyGambino on X 2025-07-18 14:08:06 UTC 4525 followers, XXX engagements

"@tsxman Ive been extremely fortunate to build most of my $TCW stake 2019+2020 added on over XX% pullbacks since. I dont think most are built for extreme concentrated positioning but ive done well"
@TeddyGambino on X 2025-07-05 02:12:54 UTC 4522 followers, 1056 engagements

"Owned it 2yrs lost $75k.housing bust happening @ XXX% unemployment rate"
@TeddyGambino on X 2025-07-19 19:55:51 UTC 4520 followers, 1031 engagements

"/PRNewswire/ -- EOG Resources Inc. (EOG) today announced a definitive agreement with Canada Pension Plan Investment Board (CPP) and Encino Energy under which"
@TeddyGambino on X 2025-05-30 12:33:23 UTC 4524 followers, 25.8K engagements

"@SFarringtonBKC @crudedude3 @EnergyCynic Im fortunate caught the 2019 + 2020 lows on $TCW long around XXXX in size. Bought every XX% pullback since roll most divs into more stock. Ive zero doubts Trican makes a new ATH before this cycle ends"
@TeddyGambino on X 2025-07-14 18:08:40 UTC 4521 followers, XXX engagements

"@Jack_McClendon @WAR527 Bingo deal deck could brag about being the new 👑 of the Bakken. Could serve as a potential poison pill against a $COP bid due to combined Bakken over concentration"
@TeddyGambino on X 2025-07-24 15:29:49 UTC 4525 followers, XX engagements

"My Plaq LNG 1+2 total capacity was way off. Phase 1- XX mtpa Phase 2- XX mtpa Total phase 1+2 capacity of XX mtpa= X bcf Begun pulling gas for Phase X 6m ahead of schedule could see online full by Q2 2026"
@TeddyGambino on X 2025-07-23 12:18:19 UTC 4523 followers, 1332 engagements

"@GringoInvesting 3/25 Venture expanding the scope of the original Plaq LNG plan. Subsequently canceled the Delta LNG project"
@TeddyGambino on X 2025-07-23 13:15:32 UTC 4523 followers, XXX engagements

"Using the adjusted well productivity for remaining well inventory we estimate U.S. shale can hold Lower XX oil volumes flat for about nine yearsor until 2033below $60/bbl WTI he wrote. Bro needs to lay off the crack pipe"
@TeddyGambino on X 2025-07-21 20:07:27 UTC 4522 followers, 7473 engagements

"$TCW 4.3m shares short trade ex-div 6/13 over X million shares left under NCIB with less than XX trading days before plan runs out. Co either has to pop daily buyback and/or find X fig. Blocks to finish the current plan. Looking to add more once divs hit at month end"
@TeddyGambino on X 2025-06-10 15:49:26 UTC 4522 followers, 2036 engagements

"@John_S_Pierce Some HF bros comping Trican vs $CFW + $STEP valuations. All good company determined to complete current ncib which will take SO to 170M. Im happy to add sub 4"
@TeddyGambino on X 2025-04-23 14:18:00 UTC 4522 followers, XXX engagements

"@Rytetz29 Im constantly hitting up my LNG network firming up the data. Im far from infallible this is a process. Q2 ER hopefully we catch several FIDs for train adds + maybe a new project"
@TeddyGambino on X 2025-07-23 12:39:57 UTC 4521 followers, XXX engagements

"@GringoInvesting According to Novi $CVX YE Permian oil production was 217k. Its pathetic 9th largest outdone by $DVN $PR Mewbourne to name a few. They own gassy AF size Tier 3-4"
@TeddyGambino on X 2025-07-18 11:37:53 UTC 4524 followers, 1425 engagements

"@CdnEngyAnalysis lol good intel technicals look amazing should attract quants the IH deal was brilliant. Should spark more deals maybe $TCW grabs $SHLE next year"
@TeddyGambino on X 2025-07-08 20:53:55 UTC 4525 followers, XXX engagements

"Maybe $LBRT exits basin BJ Svcs is on its last legs $CFW debt bloatedmight be more oppy in wcsb than they think"
@TeddyGambino on X 2025-03-12 00:30:16 UTC 4522 followers, XXX engagements