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@DeepValueHQ DeepValue

DeepValue posts on X about $vtle, cash flow, flow, balance sheet the most. They currently have X followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Mentions: XX #

Followers: X #

CreatorRank: XXXXXXXXX #

Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence $vtle 10.81%, cash flow #379, flow 10.81%, balance sheet #1908, $20b #19, $sm #3, if you 5.41%, $oxy 5.41%, debt 5.41%, business XXXX%

Top assets mentioned SM Energy Company (SM) Oxygen (OXY) Exxon Mobil (XOM) Crescent Energy Company (CRGY)

Top Social Posts

Top posts by engagements in the last XX hours

"$VTLE Deep Dive on a Make-or-Break Permian Play $VTLE trades at 0.4x book with EV/EBITDA 1.1x and a XX% price drop in XX months. Why is this Permian E&P so cheap and whats driving the value now Read on if you want the unvarnished thesis.🧵"
X Link 2025-12-05T07:51Z X followers, XX engagements

"6/7 ⚠ Risks - Oil prices dropping below EIAs base case = cash crunch - EPA & BLM methane rules could raise costs - If Crescent deal fails or is repriced Vital is a sub-scale levered operator facing tough odds"
X Link 2025-12-05T07:51Z X followers, XX engagements

"Trading at just 0.4x P/B and EV/EBITDA 1.1x $VTLE looks like deep value. But is it really Leverage deal risk and negative earnings make this a classic value trapunless Crescent Energy closes the buyout"
X Link 2025-12-05T15:16Z X followers, XX engagements

"Everyone sees 0.4x P/B and EV/EBITDA 1.1x at $VTLE. But the market isnt just pricing assetsits bracing for deal break risk high leverage (net debt/EBITDA 3.64x) and negative interest coverage. The anchor $CRGY's $3.1B offer"
X Link 2025-12-05T21:22Z X followers, XX engagements

"4/7 Financials Consistent FCF: in 2024 $5.1bn. Net Debt/EBITDA: 1.96x. Interest coverage: 3.90x. $OXY aims to cut principal debt below $15bn via the OxyChem sale but $25bn in long-term debt and $39bn liabilities remain"
X Link 2025-12-07T15:17Z X followers, XX engagements

"6/7 Risks - Commodity/Spread volatility (earnings fell $12.5bn in 2022 $2.4bn in 2024) - Execution risk on OxyChem sale and CCUS/DAC projects - Shale decline & capex intensity - Regulatory shifts: methane CCUS costs legacy remediation ($1.9bn liabilities)"
X Link 2025-12-07T15:17Z X followers, XX engagements

"7/7 Verdict Oxy is a leveraged U.S. liquids/E&P with optionality on CCUS and a balance sheet in transition. Discount reflects real risks but watch FCF durability and OxyChem. This is where commodity leverage meets policy risk. $OXY"
X Link 2025-12-07T15:17Z X followers, XX engagements

"2/7 Business Model ExxonMobil owns low-cost upstream assets (Permian Guyana LNG) integrated Gulf Coast refining and a chemicals platform generating $478B+ annual revenue. New bets: CCS hydrogen and lithium"
X Link 2025-12-08T09:44Z X followers, XX engagements

"5/7 Catalyst - Dec. 2025 Corporate Plan update (capex/returns clarity) - $20B/year buybacks thru 2026 - Guyana & Permian ramp Baytown hydrogen FID pending U.S. tax credits"
X Link 2025-12-08T09:44Z X followers, XX engagements

"Investors are ignoring Exxon's cash fortress. $XOM is buying back $20B in stock per year through 2026 while net debt/EBITDA sits at just 0.25x. The markets pricing like balance sheets dont matter in energy"
X Link 2025-12-08T15:16Z X followers, XX engagements

"7/7 🎯 Verdict $VTLE is pure event-driven: all upside tied to Crescent deal and macro tape. Not a classic compounder or moat storythis is merger-arb not a core hold. Bookmark if you follow special situations"
X Link 2025-12-05T07:51Z X followers, XX engagements

"Introducing DeepValue: A deep research tool for value investors. Our agents can research multiple stocks in parallel to deliver fully cited investment reports in minutes Sources: company filings & niche industry journals X% MARKET NEWS Scale your conviction with DeepValue"
X Link 2025-12-03T12:32Z X followers, 1908 engagements

"4/7 Show me the cash: 💰 5Y FCF surged peaking at $1.4B in Q1 XX 💰 Net Debt/EBITDA: 3.01x (HIGH) 💰 Interest coverage THIN at 1.14x Equity down XX% in XX months despite FCF gains"
X Link 2025-12-09T15:16Z X followers, XX engagements

"5/7 Catalysts ahead: 🔥 Pending Vital Energy merger (all-equity deal) 🔥 $800M+ non-core divestitures planned 🔥 PUD-to-PDP conversion (182 MMBoe over X years) Execution here is KEY for the rerate"
X Link 2025-12-09T15:16Z X followers, XX engagements

"Most investors stare at Crescents XX% stock plunge and miss THIS. $CRGY #Energy PV-10 reserve value: $6.5B vs $2B market cap Crescent controls $6.5B in proved reserves but balance sheet risk (3x net debt/EBITDA 1.14x interest coverage) keeps the market cautious"
X Link 2025-12-09T20:21Z X followers, XX engagements

"TRADING at just 3.1x P/E and 2.3x EV/EBITDA despite $1.78B 2024 cash flow and 678MMBOE reserves. Why is a cash machine with a $2.3B cap down XX% in XX months Heres the REAL story on $SM. 🧵👇"
X Link 2025-12-10T08:15Z X followers, XX engagements

"2/7 🏗 BUSINESS MODEL $SM is a pure-play U.S. shale E&P with operations in the Midland South Texas and Uinta basins. How they make money: - Acquiring drilling and producing oil/gas/NGLs - 2024 rev split: Midland XX% S Texas XX% Uinta 7%"
X Link 2025-12-10T08:15Z X followers, XX engagements

"6/7 ⚠ RISKS - Commodity price swings (EIA calls Brent $60/bbl) - Integration flops (Uinta/Civitas deals) - Regulatory landmines: climate methane tax - Higher volatility: NOT for the faint of heart"
X Link 2025-12-10T08:15Z X followers, XX engagements

"7/7 VERDICT $SM is a high-cash low-multiple mid-cap oil E&Pdeeply discounted for leverage and deal risk. Success hinges on integration and sustained cash flow in a tough oil tape. Are YOU watching the right risks"
X Link 2025-12-10T08:15Z X followers, XX engagements

"Most investors see a XX% drop and walk away. $SM's balance sheet tells another story: 1.5x net debt/EBITDA 9.5x interest coverage and $2.0B undrawn revolver. Liquidity + cash flow = real margin of safety. 💸"
X Link 2025-12-10T14:15Z X followers, XX engagements

"The Real Margin of Safety - 678MMBOE reserves vs. $2.3B market cap $SM's equity price implies deep pessimismdespite a $7.27B reserve base (SEC measure) and discount cash-generating assets. If cash flow holds up the market may be mispricing real hard asset value"
X Link 2025-12-10T20:21Z X followers, XX engagements

"4/7 📊 FINANCIAL FIREPOWER - FCF: $1.78B (2024) $1.56B (9M25) - Interest coverage: 9.5x - Net debt/EBITDA: 1.5x - $2.0B undrawn revolver - Share price down XX% despite robust numbers"
X Link 2025-12-10T08:15Z X followers, XX engagements

"5/7 🔥 CATALYSTS - Civitas merger (Q1 2026): adds DJ & more Permian scale - $1B asset divestitures to fund debt reduction - Uinta/Civitas integration success = rerating potential - Dividend: $0.20/share/quarter plus buybacks"
X Link 2025-12-10T08:15Z X followers, XX engagements

"4/7 💰 FINANCIALS: $27.4B capex plan (2025-29) drives XX% rate base growth. - TTM net income: $1.2B (up from $1.15B in 2023). - Net debt/EBITDA: 5.3x. - Interest coverage: 2.5x. Ongoing $600M/yr equity issuance is required to fund capex and protect credit ratings"
X Link 2025-12-11T07:57Z X followers, X engagements

"5/7 📊 CATALYSTS: MO/IL rate hikes (+$355M electric +$32M gas for 2025) rising MISO capacity prices and grid expansion drive near-term earnings. Watch upcoming MO large-load tariff (75+ MW) and MISO/Big Hollow approvals for 2026-27 growth"
X Link 2025-12-11T07:57Z X followers, XX engagements