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SuicideBlonde posts on X about $paa, $shel, $keyto, canada the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX%
Social topic influence $paa #4, $shel #4, $keyto #20, canada 1.23%, panama #440, $trgp 1.23%, $bp #11, $vg #18, $epds 0.62%, $160bbl XXXX%
Top accounts mentioned or mentioned by @mlpguy @ncarolinatrader @rbl1973 @nicequarterguys @war527 @capitalobserver @mailboxmoney6 @greyhairopsguy @tommydeepwater @energycynic @fishtowncap @willrayvalentin @aravind @dontflytoohigh @capdepreciation @randolphduke7 @albertagarbage @shedrills @rockcreekfreak @investscletus
Top assets mentioned Plains All American Pipeline, LP. (PAA) Targa Resources Corp. (TRGP) BP p.l.c. (BP) Vonage Holdings Corporation (VG) Copiosa Coin (COP2) CargoX (CXO) Marathon Oil Corporation (MRO) ONEOK, Inc. (OKE) MPLX LP (MPLX) Metaplex (MPLX) Magellan Midstream Partners, LP. (MMP) Phillips XX (PSX) Enterprise Products Partners, LP. (EPD) Berkshire Hathaway Inc. (BRK.A) Oxygen (OXY)
Top posts by engagements in the last XX hours
"$PAA reported Q2'25 EBITDA of $XXX million which was exactly in-line with Consensus They acquired an additional stake in BridgeTex & now own XX% of the pipe Waiting on the sale of the Canadian NGL business to $KEY.TO"
X Link @Suicide95518428 2025-08-08T13:38Z 3858 followers, 1675 engagements
"6/6 Keeping project costs well below the $X billion level will be crucial for ensuring a palatable return on the project though I must confess that at X% EBITDA return the project is right up $EPD's alley. So I am not sure why they are not in the race to build this 🤪"
X Link @Suicide95518428 2025-09-26T14:33Z 3858 followers, XXX engagements
"3/4 I don't know the remaining contract life on the asset. Utilization is XXX% and implied tariff is about $1.60/bbl which seems reasonable However paying 9.85x for a supply-push pipe when $PAA itself is trading at sub-8.0x (pro-forma for Canada NGL divestiture) seems unwise"
X Link @Suicide95518428 2025-09-02T16:11Z 3857 followers, 1180 engagements
"1/4 So it is $PAA that ends up buying XX% of the XXX kbbl/d EPIC Crude Pipeline Price tag: $XXXX billion incl. $XXX mm of assumed debt I'm not happy. They've found ways to spend money even before the proceeds from the Canada NGL can come through"
X Link @Suicide95518428 2025-09-02T16:11Z 3857 followers, 11.4K engagements
"@rbl1973 In general $COP has been decent at acquiring. $SHEL Permian assets $CXO Oil Sands from $TTE and finally $MRO Their investments in Alaska Qatar and US LNG are also decent Only problem: Debt-fueled buybacks when oil was $100/bbl"
X Link @Suicide95518428 2025-09-05T18:22Z 3857 followers, XXX engagements
"4/4 For those interested in how I came up with $PAA valuation:"
X Link @Suicide95518428 2025-09-02T16:11Z 3858 followers, 1113 engagements
"1/6 Who is ready for US Midstream companies to start incinerating capital on the Panama LPG Pipeline Project cc: @MLPguy @TSCGllc"
X Link @Suicide95518428 2025-09-26T14:33Z 3857 followers, 1866 engagements
"During the depths of the COVD lockdown and barely two weeks post Biden's election (hopes of IRA) Bloomberg ran an article that was effusive in its praise of $ORSTED.CO and fellow renewable players - calling them the new super-majors"
X Link @Suicide95518428 2025-08-11T23:54Z 3858 followers, 8371 engagements
"$TRGP reported Q2'25 EBITDA of $1163 million which was XXX% better than Consensus of $1149 million Full-year Guidance of $XXXX bn to $XXXX bn reiterated CAPEX raised by $XXX mm While it's nice to see an earnings beat it's troubling to see the CAPEX creep"
X Link @Suicide95518428 2025-08-07T13:22Z 3857 followers, 3226 engagements
"$VG lost the arbitration against $BP after having prevailed against $SHEL previously. Stock down double-digits AMC $X billion in damages awarded to $BP. Similar cases involving customers like GALP Repsol Sinopec Orlen and Edison Intl. Not a good look"
X Link @Suicide95518428 2025-10-10T01:02Z 3858 followers, 5509 engagements
"@dontflytoohigh That is the multi-billion dollar question. Facts and circumstances may have been different such that $VG got away with $SHEL but not $BP Question is which pattern is more prevalent in the other cases"
X Link @Suicide95518428 2025-10-10T02:34Z 3858 followers, XXX engagements
"@VolteFaceInvest Why not also consider $TOU.TO or the ADR version $TRMLF Stock has gone nowhere in nearly three years and at least they have LNG pricing for some of their gas. Caveat Emptor DYODD"
X Link @Suicide95518428 2025-08-28T15:54Z 3858 followers, XXX engagements
"2/4 Per Form X for 2024 EPIC Crude generated (100% basis): Revenue = $XXXXX mm Operating Income (EBIT) = $XXX mm DD&A = $XXXX mm EBITDA = $XXXXX mm Annual Throughput = XXXXX mmbbls Implied Valuation = $XXXX billion/55% = $XXXX billion Implied Multiple = 9.85x"
X Link @Suicide95518428 2025-09-02T16:11Z 3857 followers, XXX engagements
"5/6 Panama does have corporate taxes (25%). Assuming the pipe can be depreciated over XX years with minimal annual maintenance costs (it's a XX mile pipe) unlevered FCF yield on the project: XXX% to 13.0%"
X Link @Suicide95518428 2025-09-26T14:33Z 3858 followers, XXX engagements
"2/10 First let's look at standalone $PKI.TO numbers. I've used their MD&A for Q4'24 and a CAD/USD exchange rate of C$1.40 per USD I am using the low-end of their 2025 EBITDA guidance for my analysis"
X Link @Suicide95518428 2025-05-05T15:17Z 3858 followers, XXX engagements
"Five years ago this day: Not in my wildest dreams did I think that the returns would be as spectacular $TRGP: +2913% $MPLX: +674% $OKE: +587% $PAA: +427% $PPL.TO: +236% $MMP: +414% (chained w/ $OKE since 9/23) $PSXP: +149% (chained w/ $PSX since 3/22)"
X Link @Suicide95518428 2025-03-20T13:23Z 3858 followers, 31K engagements
"8/15 Turning to MLPs let's begin with $EPD. Between 2018 and 2023: Capital Deployed = $XXXX billion Change in EBITDA = $XXX billion to $XXX billion Return = XXX% to XXX% Return for 2018-2022 = XXX% to XXX% ROIC starting to improve Can they get above XXXX% next year"
X Link @Suicide95518428 2024-11-11T21:58Z 3858 followers, 2165 engagements
"1/7 So Buffett ( $BRK/A ) wants to buy OxyChem from $OXY for $XX billion. Big price tag. Let's look at OxyChem's LT earnings power to see if it's justified"
X Link @Suicide95518428 2025-10-01T15:08Z 3857 followers, 12.4K engagements
"1/6 $PAA has announced the sale of its Canadian NGL business to Keyera ( $KEY.TO ) for US$3.75 billion The valuation is 8.5x estimated 2025 EBITDA ($440 mm) Since the business is a Canadian tax-payer the effective cash flow multiple is 12.9x"
X Link @Suicide95518428 2025-06-17T23:46Z 3857 followers, 2280 engagements