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@WAR527 Avatar @WAR527 RAWenergy

RAWenergy posts on X about $crgy, $ar, $ctra, $inr the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

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

Social topic influence $crgy #1, $ar #5, $ctra #6, $inr #2, $dvn 3.33%, $nog #1, $vtle #1, $xom #51, $ovv 2.22%, $pr #13

Top accounts mentioned or mentioned by @ft @suicide95518428 @zmansenrgybrain @shaletier7 @jaded_pdp_htx @tomloughrey_lfe @divestmentpros @campbe14425505 @mailboxmoney6 @nicequarterguys @teddygambino @jadedpdphtx @crudegusher @tomloughreylfe @nextwaveeft @fauxright @tscgllc @davidramsdenwoo @solarsubsidy @jerseytough

Top assets mentioned Crescent Energy Company (CRGY) Arweave (AR) Coterra Energy Inc (CTRA) Inery (INR) Devon Energy Corp (DVN) Northern Oil and Gas, Inc. (NOG) Exxon Mobil (XOM) Ovintiv, Inc. (OVV) Permian Resources Corporation Class A Common Stock (PR) Civitas Resources, Inc. (CIVI) SM Energy Company (SM) KKR & Co, Inc. (KKR) Gulfport Energy Corporation (GPOR) Range Resources, Corp. (RRC) Kosmos Energy Ltd. (KOS) Baytex Energy Corp. (BTE) FANG Token (FANG) Convex Finance (CVX) Oxygen (OXY) TotalEnergies SE (TTE) BP p.l.c. (BP) BKV Corporation (BKV) Aston Martin Cognizant Fan Token (AM)

Top Social Posts

Top posts by engagements in the last XX hours

""Dang it The farmers are coming prepared with real #s""
X Link 2025-12-09T19:28Z 9723 followers, 1829 engagements

"$XOM Corporate Plan Update links:"
X Link 2025-12-10T04:10Z 9723 followers, 1741 engagements

"$RRC reports 3Q25 results PR: Presentation: Highlights:"
X Link 2025-10-28T23:10Z 9719 followers, 1356 engagements

"$KOS Announces 3Q25 Results - PR:"
X Link 2025-11-03T11:49Z 9719 followers, 1018 engagements

"$HPK "sets 2026 road map" The road"
X Link 2025-11-06T20:19Z 9717 followers, 2890 engagements

"$INR reports 3Q25 results PR: Presentation: Highlights:"
X Link 2025-11-10T21:08Z 9719 followers, 1797 engagements

"Kimmeridge/ $DVN + $CTRA @crudegusher"
X Link 2025-11-15T00:44Z 9718 followers, 6554 engagements

"$BTE EF rumored sale to . Stone Ridge/ Flywheel @divestmentpros"
X Link 2025-11-20T15:40Z 9720 followers, 8909 engagements

"I am hoping to see a X way merger announced on Monday just so I can use the term "turducken.""
X Link 2025-11-21T16:08Z 9718 followers, 5215 engagements

"$OVV enters into X yr. Term Credit Agreement for $XXX B to finance NuVista deal. 8-K with link to TCA:"
X Link 2025-12-01T22:33Z 9717 followers, 1316 engagements

"$PR EV $XXXX B including Class C units + non-consolidated Market largely differentiating valuation of inventory on an apples to apples basis $FANG as a FC co. now has a more conservative B/S than SE cos like $PR as adjusted. Interesting disclosures in sector likely coming soon . Of course when was the last time that actual fundamentals mattered"
X Link 2025-12-03T18:52Z 9718 followers, XXX engagements

"@mailboxmoney6 @NiceQuarterGuys $CTRA among the most overvalued cos. in the sector if not THE most"
X Link 2025-12-03T18:55Z 9719 followers, XXX engagements

"$CVX Announces 2026 Capex Budget of $XX to $XX Billion -"
X Link 2025-12-03T23:31Z 9719 followers, 3336 engagements

"@Suicide95518428 @TomLoughrey_LFE @mailboxmoney6 @NiceQuarterGuys Slide decks evidently must now include "best in class" (or equivalents) at least once preferably much more. SMH at $DVN and $CTRA are in there and $OXY"
X Link 2025-12-04T16:41Z 9720 followers, XXX engagements

"(1) The market doesn't trust $CTRA after the $COG debacle that was picked up (by @NextWaveEFT ) on even before $CTRA. How do you risk-adjust that with same mgt in place (as Kimmeridge has noted) (2) Comparison of PPE net book value ($17.8 B) to SE FNR/NPV0 ($18.3 B) or SEC10 ($12.6 B ) vs. IMV of $XX B@#26/sh. If they were a FC co. and/or normalizing all cos to FC basis as close to FMV they would have had a large impairment (and virtually no equity) (3) Reserve decline X yrs by XX% (4) Oil price declines since YE24' natty prices up. Net = (5) Franklin Mtn. deal impact (reserves NAV"
X Link 2025-12-04T17:59Z 9720 followers, XX engagements

"ROCE is a top one for me but relying on published stats or mgt disclosures doesn't get you there because they only compute it for a X yr period in general. So they miss impairments which I think is necessary to arrive at the equivalent of a full-cycle return. I've got a full () XX yr chart of impairments for all companies I just finished that I can post (but not today). It's not the full ROCE but is useful in adjusting accounting book #s to long-term valuation metrics I think"
X Link 2025-12-04T21:20Z 9719 followers, XXX engagements

"$CVX's Gorgon LNG project secures $X billion investment nod"
X Link 2025-12-05T04:08Z 9719 followers, XXX engagements

"YPF Vista Shell Equinor ink shale oil export deal with Chile's ENAP"
X Link 2025-12-07T18:55Z 9718 followers, 1375 engagements

"$TTE Merges Its Upstream Business with NEO NEXT Creating the Largest Independent Oil and Gas Producer in the UK -"
X Link 2025-12-08T11:53Z 9717 followers, 1462 engagements

"$NOG Announces $XXX Billion Joint Acquisition with $INR: Acquiring Premier Utica Upstream Assets"
X Link 2025-12-08T12:23Z 9717 followers, 7258 engagements

"$AR to acquire HG sell Utica to $INR/ $NOG JV"
X Link 2025-12-08T12:26Z 9717 followers, 1675 engagements

"More on $AR deal"
X Link 2025-12-08T18:23Z 9719 followers, 1161 engagements

"$CTRA taking the hint about non-core Appalachian assets"
X Link 2025-12-08T18:43Z 9716 followers, 1162 engagements

"@ZmansEnrgyBrain The stuff that $AR claimed was so non-core that they didn't ever plan to drill it 🤣 Dueling PRs can be fun 😉"
X Link 2025-12-09T19:26Z 9717 followers, XXX engagements

"@Jaded_PDP_HTX @FT I would certainly like to see the PPMs for existing continued funds in E&P to see the terms. i.e. KKR's Independence Energy (pre-$CRGY) . then $CTGY itself (S-1 published) etc"
X Link 2025-12-06T13:29Z 9722 followers, XX engagements

"P.S. The best thing now is for the market to sell off to set up the best chance for a true Santa rally. Best present"
X Link 2025-12-11T14:07Z 9723 followers, XXX engagements

"$BP says lower oil prices will weigh on earnings via @ft"
X Link 2025-07-11T14:10Z 9717 followers, XXX engagements

"Powder River Basin Operators' Map ( $EPSN)"
X Link 2025-08-13T22:32Z 9723 followers, 12.8K engagements

"$CIVI vs. $SM X yr stock comparison (TSR period). Investors (-50%+)"
X Link 2025-11-03T20:00Z 9721 followers, 1873 engagements

"$CRGY reports 3Q25 results PR: Highlights:"
X Link 2025-11-03T21:34Z 9722 followers, 1453 engagements

"$VTLE kept their streak going reporting a $XXX mm impairment (FC) for 3Q bringing their total to $X B YTD. Sets the table for their upcoming merger with $CRGY. Note: Several (SE) cos. have expected upcoming SEC values which would similarly cause impairments if they were FC cos. rendering their NBVs and many comparative stats virtually meaningless"
X Link 2025-11-03T22:13Z 9722 followers, 3095 engagements

"$CRGY a Texas oil producer backed by KKR agreed to sell its drilling portfolio in the US Rocky Mountain region to Aethel according to sources"
X Link 2025-11-04T00:16Z 9722 followers, 6009 engagements

"Several transactions were "announced" in 3Q releases not just the two headlined here $DVN $PR Get Deeper in Delaware Through M&A"
X Link 2025-11-06T02:11Z 9717 followers, 3641 engagements

"A bit surprised that with all the comments directed at PE $KKR has received something like $XXX mm in various fees since 2021 for managing $CRGY while S/Hs have lost XX% of their investment. Must be me though 🙄"
X Link 2025-11-07T02:57Z 9722 followers, 7861 engagements

"Beta leveraged E&Ps leading the downdraft today include the standards: $CRGY $VTLE $SM $CIVI . and $NOG $OVV. Investors: "We want you to do deals." Later: "No NOT THAT ONE"🙄"
X Link 2025-11-12T21:01Z 9718 followers, 1470 engagements

"@FauxRight $CRGY re-re-re-consolidation with fmr KKR assets"
X Link 2025-11-21T16:00Z 9722 followers, XXX engagements

"$CRGY exchange offers for $VTLE debt due 29/30. Merger vote 12/12"
X Link 2025-12-01T15:33Z 9721 followers, 1140 engagements

"$BKV Announces Launch of Public Offering of Common Stock -"
X Link 2025-12-01T21:23Z 9723 followers, 4245 engagements

"Exclusive: $XOM in talks with Iraq about buying Lukoil stake in giant West Qurna X oil field - sources"
X Link 2025-12-02T08:07Z 9723 followers, 1724 engagements

"Impact on reserves production cash flow for the total $CRGY Provides Update on Successful Non-Core Divestiture Program with Over $XXX Million Signed Year to Date -"
X Link 2025-12-03T22:44Z 9721 followers, 1845 engagements

"Insider ownership You mean KKR the huge PE firm that bankrupted TXU and Samson in the 2010s What is their record since then and how does it compare to other cos Their ppl are all KKR employees and they can and do make other investments outside $CRGY (Spur etc.). There is a reason they trade at a discount. It is run primarily for the benefit of KKR not the public S/Hs. Insider ownership could actually be considered a negative given that . and the fact that anybody seeking to terminate the mgt agreement would have to pay KKR as much as $XXX mm in termination fees. etc. etc. No thanks. IMO only."
X Link 2025-12-04T16:05Z 9721 followers, XX engagements

"@Jaded_PDP_HTX @FT Probably. "Sponsors" don't want to take the loss and liquidate assets without having a new fund going to earn fees for them. Will we see more like $CRGY which has a new fee structure for a public co as well"
X Link 2025-12-05T14:56Z 9721 followers, XXX engagements

"@ShaleTier7 If you mean $KKR as manager of $CRGY you could be right"
X Link 2025-12-07T23:09Z 9721 followers, XXX engagements

"Free link: $AR and HG"
X Link 2025-12-08T11:04Z 9721 followers, 1930 engagements

"Jan. '25 Hart article re 'Continuation Funds' including Quantum Energy's CF for HG Energy (rumored target of $AR)"
X Link 2025-12-08T12:19Z 9721 followers, 1022 engagements

"$AR Presentation re Strategic Transactions announced today"
X Link 2025-12-08T12:39Z 9721 followers, 1921 engagements

"More on $AR/ $AM deals"
X Link 2025-12-08T18:22Z 9721 followers, 1159 engagements

"So if $INR stock price % increase $AR % increase does the market think that $INR got the better deal With deal(s) accretive to both cos. on key aspects Is that a "win-win"😉"
X Link 2025-12-09T18:34Z 9723 followers, 2436 engagements

"Free BBG: Small and medium-sized US oil and gas producers are expected to lead a new wave of shale mergers and acquisitions according to industry consultant Rystad Energy"
X Link 2025-12-09T18:40Z 9717 followers, 1775 engagements

"Oops I did it again I forgot to post Continental Resources' 3Q25 results. Remedied below along with a recent Hart article 10-Q: Article:"
X Link 2025-12-10T12:29Z 9721 followers, 3113 engagements

"🎶"It's going to be a bright bright bright sunshine-ey day.🎶 What could go wrong It's winter so natty is sky-ing. OPEC+ is in complete control of oil prices. E&P stocks are undervalued and ready to moon. The govt has solved inflation. The world is completely at peace. Everything is A++. That is all"
X Link 2025-12-11T14:04Z 9723 followers, XXX engagements

"Random asset rationalization thought of the day: $CTRA swaps Marcellus assets for $GPOR Anadarko + cash to balance"
X Link 2025-11-08T15:47Z 9723 followers, 2846 engagements

"@TSCGllc $CTRA has $XXX mm of NOLs and $GPOR $XXX B. Not sure of the relative NAVs but the idea would be to minimize actual cash taxes as much as possible by using properties rather than cash"
X Link 2025-11-09T00:57Z 9723 followers, XXX engagements

"$RBN's take on $AR deals"
X Link 2025-12-11T23:18Z 9723 followers, XXX engagements