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@Suicide95518428 SuicideBlondeSuicideBlonde posts on X about $trgp, $mplx, mplx, $cvx the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XXXXX% currencies XXXX%
Social topic influence $trgp #2, $mplx #3, mplx #3, $cvx #8, $oxy 9.52%, $pr #3, $xom #18, math 9.52%, $mro 9.52%, ceo XXXX%
Top accounts mentioned or mentioned by @mailboxmoney6 @tomloughreylfe @nicequarterguys @war527 @bigideascapital @tomloughrey_lfe @hawtdeals1 @energypeddler @lowo64 @dalibali2 @capitalobserver
Top assets mentioned Targa Resources Corp. (TRGP) Metaplex (MPLX) MPLX LP (MPLX) Convex Finance (CVX) Oxygen (OXY) Permian Resources Corporation Class A Common Stock (PR) Exxon Mobil (XOM) Marathon Oil Corporation (MRO) Partisia Blockchain (MPC) Plains All American Pipeline, LP. (PAA) Devon Energy Corp (DVN) Coterra Energy Inc (CTRA) Copiosa Coin (COP2) FANG Token (FANG) EOG Resources Inc (EOG) Enerplus Corporation (ERF) California Resources Corporation (CRC) AlphaCoin (APC) Western Midstream Partners, LP. (WES) Williams Companies Inc (WMB) Oracle Corporation (ORCL)
Top posts by engagements in the last XX hours
"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 ($440 mm) Since the business is a Canadian tax-payer the effective cash flow multiple is 12.9x"
X Link 2025-06-17T23:46Z 3867 followers, 2310 engagements
"$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 2025-08-07T13:22Z 3861 followers, 3277 engagements
"@LOWO64 I am torn between $MPLX and $TRGP A bit concerned that both are continuing to spend money despite a weak crude tape. But I must confess that $TRGP has executed marvelously this year (so far). $MPLX seems to be going steady as well - just wish theyd pull back on Capex"
X Link 2025-11-17T01:25Z 3858 followers, XXX engagements
"@TomLoughrey_LFE @mailboxmoney6 @NiceQuarterGuys I don't know much about geology etc. but since when did we start including $CVX $DVN $CTRA and $OXY in the same sentence as the expression "best-in-class""
X Link 2025-12-04T16:36Z 3858 followers, XXX engagements
"@TomLoughrey_LFE @WAR527 @mailboxmoney6 @NiceQuarterGuys For me it is long-term pre-impairment ROCE. On that metric $FANG has been good. $COP and $XOM have also done alright. The rest are quite poor. I havent done the math on $PR - their history is limited"
X Link 2025-12-04T18:22Z 3861 followers, XXX engagements
"@TomLoughrey_LFE @WAR527 @mailboxmoney6 @NiceQuarterGuys I am sure someone could do the math on $PR ROCE. I just havent gotten around to it"
X Link 2025-12-04T18:27Z 3867 followers, XXX engagements
"@WAR527 @TomLoughrey_LFE @mailboxmoney6 @NiceQuarterGuys Agree. And that is why $EOG s ROCE is just bunk. So many impairments over the years and increasingly gassy production but their reported ROCE looks impressive. To be fair post-adjustment numbers arent terrible but nowhere near as good as reported numbers would suggest"
X Link 2025-12-04T22:06Z 3863 followers, XXX engagements
"@mailboxmoney6 @TomLoughrey_LFE @hawtdeals1 @NiceQuarterGuys Tillerson (or any major CEO) doesnt belong on the list because they had refining to bail them out during some difficult E&P cycles. Chazen and Stice were good. $CLR had decent numbers while public. Dundas at $ERF was good also and I always liked Tillman at $MRO"
X Link 2025-12-04T22:15Z 3863 followers, XXX engagements
"@TomLoughrey_LFE @mailboxmoney6 @hawtdeals1 @NiceQuarterGuys And thats why I liked $MRO. I have never heard anyone talk positively about $MRO acreage or inventory. But they managed what they had for shareholders"
X Link 2025-12-04T22:22Z 3859 followers, XX engagements
"@BigIdeasCapital @TomLoughrey_LFE @mailboxmoney6 @NiceQuarterGuys Lmao. Clearly you havent come across the following terms: Kashagan = Cash all gone Gorgon = More (cash) gone Tengiz = Ten gazillion dollars As for $OXY they first offloaded crappy assets and loads of debt on to $CRC and then proceeded to nearly bankrupt themselves with $APC"
X Link 2025-12-06T06:09Z 3859 followers, XXX engagements
"Change of guard at Western Midstream ( $WES ) Mr. Oscar Brown replaces Mr. Michael Ure as CEO Interesting quote from PR: "The Board identified Mr. Brown as the ideal CEO to lead the Partnership's next chapter" Is a sale of $WES the purported "next chapter""
X Link 2024-10-28T22:06Z 3872 followers, 14.3K engagements
"$WMB reported Q3'25 EBITDA of $XXXX billion which was in-line with Consensus. Full year guidance mid-point of $XXXX billion reiterated. CAPEX guide increased $XXX mm on recent LNG deal with Woodside LNG ( $WDS )"
X Link 2025-11-04T00:13Z 3872 followers, 1166 engagements
"1/5 $MPC reports BMO tomorrow. Consensus expects EBITDA to be $3150 mm of which $MPLX is expected to be $1750 mm - implied Refining EBITDA = $1400 mm My Lin-Reg model predicts Refining EBITDA of $1578 mm USGC 3-2-1 crack spreads averaged $23.03/bbl during Q3'25"
X Link 2025-11-04T01:24Z 3872 followers, 4328 engagements
"1/3 $MPC posted disastrous Q3'25 results with Refining EBITDA (incl. RD) shockingly bad at $1096 million - about XX% below Consensus and XX% below my estimate For reference: Q2'25 was $1396 mm and USGC 3-2-1 cracks were a shade better this quarter"
X Link 2025-11-04T13:55Z 3872 followers, 2096 engagements
"$TRGP reports Q3'25 EBITDA of $1275 mm - beating Consensus by XXX% Recommends a XX% hike to the dividend starting next year CAPEX for 2025 creeps higher to $XXX billion (was $X billion) - new processing plants/pipes announced I like $TRGP a lot but more CAPEX at $XX WTI C'mon"
X Link 2025-11-05T13:47Z 3872 followers, 1528 engagements
"So it looks like skepticism around the euphoria in $ORCL that erupted X months ago was very much justified. Delayed AI benefit + burgeoning debt have taken this POS from $XXX to $XXX in just a quarter.wow"
X Link 2025-12-11T15:37Z 3872 followers, 1711 engagements
"@EnergyPeddler Helped by the XX% allocation to $XOM & $CVX and their cost-reduction/CAPEX reduction announcements. Crazy that people still fall for the "profitable at $50/bbl" narrative"
X Link 2025-12-11T17:57Z 3872 followers, XXX engagements