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@ZmansEnrgyBrain Z4 Energy Research
Z4 Energy Research posts on X about $snd, snd, $aesi, strong the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +5.20%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +21%
- X Year XXXXXXXXX +24%
Mentions: XX #
- X Week XXX +5.50%
- X Month XXX -XXXX%
- X Months XXX +12%
- X Year XXXXX +60%
Followers: XXXXXX #
- X Week XXXXXX +0.26%
- X Month XXXXXX +0.86%
- X Months XXXXXX +5.70%
- X Year XXXXXX +14%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XXXXX% countries XXXX% currencies XXXX% travel destinations XXXX%
Social topic influence $snd #1, snd 18.26%, $aesi #1, strong 10.43%, $ar #45, target #1182, $slb #2, $civi #2, $pump #34, $sm #5
Top accounts mentioned or mentioned by @gmailcom @war527 @seekingalpha @financehandson @jszhang0912 @aramondiaz @quibono1776 @variantviewx @variantview_x @qui_bono1776
Top assets mentioned Atlas Energy Solutions Inc. (AESI) Arweave (AR) Schlumberger NV (SLB) Civitas Resources, Inc. (CIVI) PumpBTC (Governance token) (PUMP) SM Energy Company (SM) Liberty Energy Inc. (LBRT) Patterson-UTI Energy Inc (PTEN) Kosmos Energy Ltd. (KOS) Crescent Energy Company (CRGY) EQT, Corp. (EQT) Inery (INR) Chord Energy Corporation Common Stock (CHRD) Windoge98 (EXE) Halliburton Company (HAL) Shoals Technologies Group, Inc. Class A Common Stock (SHLS) Comstock Resources, Inc. (CRK) Veritise (VTS) Sei (SEI) FANG Token (FANG) Gulfport Energy Corporation (GPOR) Cheniere Energy, Inc. (LNG) USA COMPRESSION PARTNERS LP (USAC)
Top Social Posts
Top posts by engagements in the last XX hours
"@WAR527 Some sellside liked the INR inventory gain and AR caught a downgrade pre announcement plus gas today. So theres that"
X Link 2025-12-09T19:18Z 11K followers, XXX engagements
"$SLB closes first Liberation Day gap second gap overhead. We continue to hold a FLEX portfolio trading position here from mid-year"
X Link 2025-12-10T15:53Z 11K followers, XXX engagements
"$SLB - three price target upgrades and counting this morning"
X Link 2025-12-11T12:57Z 11K followers, XXX engagements
"#oil #natgas #ofs #oott $ACDC $LBRT $PTEN $PUMP $HAL $SLB"
X Link 2025-12-11T12:57Z 11K followers, XXX engagements
"$SLB Citi ups target from $XX to $XX stays Buy. Citi believes the industry is in the bottom of a two-year downcycle. Citi elevated SLB to its top large-cap pick followed by Baker Hughes and Halliburton"
X Link 2025-12-11T12:58Z 11K followers, 2079 engagements
"The Monday Post: Last Week Energy Market Thoughts $PUMP cheat sheet update 3Q25 Week X Calendar and early week previews $KOS 3Q25 $CIVI + $SM Come see us"
X Link 2025-11-03T11:54Z 11K followers, XXX engagements
"$KOS 3Q25 notes on site CC notes ongoing"
X Link 2025-11-03T16:14Z 11K followers, XXX engagements
"In today's post please find: the early read on natural gas storage $AESI 3Q25 $SHLS 3Q25 $CRK 3Q25 $VTS 3Q25 $SEI 3Q25 $FANG 3Q25 $VTLE and $CRGY 3Q25 and some other odds and ends. #oil #natgas #oott"
X Link 2025-11-04T12:33Z 11K followers, 1102 engagements
"$HPK down XX% ahead of call after volume-based 3Q miss. Notes on site. Live call notes soon. All time low #permian #oott"
X Link 2025-11-06T16:55Z 11K followers, 2267 engagements
"$HPK - management needs to be buying shares big time in the wake of the call"
X Link 2025-11-06T17:02Z 11K followers, 1447 engagements
"$SND AND $EQT THEIR BIGGEST CUSTOMER PEN FRESH X YEAR TAKE-OR-PAY #SAND DEAL. #UTICA #MARCELLUS #NATGAS #OOTT #OFS"
X Link 2025-11-11T15:13Z 11K followers, 1533 engagements
"$SND crushing it after the sellside (Stifel and Piper) dropped coverage. #frac #sand #ofs #OOTT"
X Link 2025-11-12T13:09Z 11K followers, 2308 engagements
"$SND - good call with company notes on site"
X Link 2025-11-12T19:31Z 11K followers, XXX engagements
"$AESI (monitored) Barclays throws in the rest of the towel downgrades from Equal to Under-Weight cuts target from $XX to $7"
X Link 2025-11-14T13:08Z 11K followers, 1742 engagements
"Come see us and pick the right sand. $SND #OOTT"
X Link 2025-11-14T14:41Z 11K followers, XXX engagements
"The Monday Post $AESI #oil #natgas #oott"
X Link 2025-11-17T12:23Z 11K followers, 1186 engagements
"Choose your sand wisely. $SND at 3+ year high. #OFS #OOTT Come see us"
X Link 2025-11-17T14:39Z 11K followers, 1172 engagements
"A TALE OF TWO SANDS $SND $AESI #OFS"
X Link 2025-11-17T20:04Z 11K followers, XXX engagements
"$SND heavy handed seller last couple of minutes dude learn how to work an order"
X Link 2025-11-18T18:17Z 11K followers, XXX engagements
"$SND declares X cent special dividend. #SAND #OFS #OOTT"
X Link 2025-11-18T21:01Z 11K followers, XXX engagements
"NEW $SND SEEKING ALPHA ARTICLE We have X to share today. Request a copy at zmanalpha@gmail.com - Subject line Smart Sand. If you are a Seeking Alpha subscriber this link will work for you:"
X Link 2025-11-19T13:37Z 11K followers, 1162 engagements
"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-11-19T22:52Z 11K followers, XXX engagements
"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-11-19T22:57Z 11K followers, XXX engagements
"$SND MOVING TO 3+ YEAR HIGH. If you would like a free copy of our latest piece we have X copies left. Please email zmanalpha@gmail.com. They have no Street coverage. Our piece from August 2024 highlighted at right below is also available"
X Link 2025-11-20T15:03Z 11K followers, XXX engagements
"$AESI cuts to Sell target from $XX to $X. With the shares at $XXXX. Interesting. We are not long. But in-basin sand capacity is tightening. When the Permian turns that's going to a leveraged Permian activity bounce with pricing power and a power segment kicker"
X Link 2025-11-21T17:24Z 11K followers, XXX engagements
"COME SEE US AND READ ABOUT A TALE OF TWO SANDS . $SND VS $AESI #SAND #OOTT"
X Link 2025-11-24T14:35Z 11K followers, XXX engagements
"Free stuff $SND email zmanalpha@gmail.com to get our latest Seeking Alpha piece (we have X left we can send this month)"
X Link 2025-11-24T14:38Z 11K followers, XXX engagements
"$SND at $X will be trading at 2.4x our 2026 E EBITDA. #SAND #OFS"
X Link 2025-11-24T15:12Z 11K followers, XXX engagements
"Aug 2024 and November 2025 $SND - Join our site $XX for the first month and read about there first"
X Link 2025-11-24T15:16Z 11K followers, XXX engagements
"$SND @ 3+ high"
X Link 2025-11-24T15:21Z 11K followers, XXX engagements
"Got sand $SND will trade at 3.0x our 2026 E EBITDA when it hits $XXXX. SND is levered to #natgas plays in Appalachia and Canada. SND has essentially no net debt"
X Link 2025-11-26T15:06Z 11K followers, 1169 engagements
"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-11-26T15:14Z 11K followers, XXX engagements
"$AR @ X mo hi. We like the combo of lightly hedged gas (ex collars) and unhedged NGLs here. AR cash flow loves higher oil and gas prices. @ $XXXXX trades at 4.8x our Z4 2026 Base Case ($4.25 gas). Upside target is $XX for a 6.0x mulitple of Base Case. #natgas"
X Link 2025-11-28T17:41Z 11K followers, 1697 engagements
"Tudor softening on #natgas E&Ps after the recent run targets overhead but they're cutting ratings on $AR and $GPOR"
X Link 2025-12-01T14:26Z 11K followers, XXX engagements
"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-01T15:08Z 11K followers, XXX engagements
"Better $AR #NGL #oott"
X Link 2025-12-01T16:53Z 11K followers, 1111 engagements
"$AR's view of $LNG export capacity through 2030 has increased. #natgas"
X Link 2025-12-01T17:00Z 11K followers, 2996 engagements
"And a month ago $SND"
X Link 2025-12-01T19:59Z 11K followers, XXX engagements
"$SND vs $AESI - a tale of two sands"
X Link 2025-12-01T20:11Z 11K followers, XXX engagements
"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-02T15:44Z 11K followers, XXX engagements
"$SND articles August XX and November 2025. Meanwhile Piper and Stifel dropped coverage this year. @SeekingAlpha"
X Link 2025-12-02T16:34Z 11K followers, 1263 engagements
"$SND up on best volume day of 2025 10x average day volume from just before the 3Q25 report. @SeekingAlpha #sand #ofs"
X Link 2025-12-03T20:37Z 11K followers, XXX engagements
"Last Post: ProPetro - Standing Out From Frac Peers With Power"
X Link 2025-12-04T13:26Z 11K followers, XXX engagements
"We have X free Seeking Alpha articles gift out between $SND $PUMP and $USAC. Please email zmanalpha@gmail.com to claim one and just put the ticker in the subject line"
X Link 2025-12-04T13:41Z 11K followers, XXX engagements
"$SND - more recent"
X Link 2025-12-04T14:52Z 11K followers, XXX engagements
"We have X $SND articles left to gift from Seeking Alpha. Email zmanalpha@gmail.com to get yours. #sand #frac"
X Link 2025-12-04T17:41Z 11K followers, 1665 engagements
"In case you are wondering there are no tariffs on $SND's volumes sold into Canada and Mexico"
X Link 2025-12-04T19:40Z 11K followers, XXX engagements
"$CRGY rolling higher tagging $XX and dragging VTLE with it. Best level for $VTLE since the deal to be acquired was announced in August. #OOTT"
X Link 2025-12-05T14:42Z 11K followers, XXX engagements
"$SND near $X @ $X they will trade at 3.4x our 2026 E EBITDA figure $AESI at $XXXXX trades at 7.2x Street 2026 E EBITDA Different markets scale margins but SND is nearly debt-free is sending $ back to shareholders and is much more #natgas tied"
X Link 2025-12-05T15:19Z 11K followers, XXX engagements
"$CIVI at best levels since merger with $SM was announced. This in no way suggests we like this chimera going forward. #OOTT"
X Link 2025-12-05T16:21Z 11K followers, XXX engagements
"4 of the rigs that went back to work this week were verticals. Hz rig count up X. #ofs #oott"
X Link 2025-12-05T19:16Z 11K followers, XXX engagements
"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-05T20:16Z 11K followers, XXX engagements
"$AR #natgas"
X Link 2025-12-08T10:27Z 11K followers, 1430 engagements
"The Monday Post #natgas #oott $AR $SND"
X Link 2025-12-08T11:34Z 11K followers, 3005 engagements
"$INR going to X rigs. $SND has two terminals in Ohio to feed the rising #Utica activity as welll as Marcellus needs in PA and WV from these guys $EQT and $AR. #sand #frac #ofs #oott"
X Link 2025-12-08T13:08Z 11K followers, XXX engagements
"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-08T13:11Z 11K followers, XXX engagements
"Fun with some old maps we had around $AR #NATGAS"
X Link 2025-12-08T13:34Z 11K followers, 2550 engagements
"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-08T14:02Z 11K followers, XXX engagements
"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-08T14:23Z 11K followers, XXX engagements
"$AR said to think of them as a X rig company vs X rigs in the past. Positive for $SND demand"
X Link 2025-12-08T14:24Z 11K followers, XXX engagements
"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-08T14:31Z 11K followers, XXX engagements
"$SND - so $AR only planned to drill X wells on that acreage they sold to $INR today over next X years. INR is adding a rig and plans to get busy. More activity in the #Utica is good for sand demand. $SND has two terminals not yet at full capacity that can serve that. #natgas"
X Link 2025-12-08T14:37Z 11K followers, XXX engagements
"$AR - expect price target upgrades tomorrow. #natgas"
X Link 2025-12-08T14:38Z 11K followers, XXX engagements
"3 weeks of $SND"
X Link 2025-12-08T14:49Z 11K followers, XXX engagements
"Commented on $SND - Smart Sand Reports Strong Q2 Thoughts Ahead Of The Earnings Call"
X Link 2025-12-08T15:25Z 11K followers, XXX engagements
"$AR pro forma 2026 math on site. #natgas"
X Link 2025-12-08T17:15Z 11K followers, 1011 engagements
"No time like the present for $CHRD to monetize their Marcellus sub. #bakken #oott"
X Link 2025-12-08T18:55Z 11K followers, 1551 engagements
"$EXE should pick this off now for lower $ before NEPA in basin demand jumps the price up. $CHRD #marcellus #natgas"
X Link 2025-12-08T19:20Z 11K followers, XXX engagements
"$SND #weatesand #frac #ofs"
X Link 2025-12-08T19:36Z 11K followers, XXX engagements
"Dear @SeekingAlpha $SND"
X Link 2025-12-08T20:50Z 11K followers, 2098 engagements
"$SND at XXXXX mm shares is about 20x average volumes from XX days ago"
X Link 2025-12-08T21:05Z 11K followers, 1294 engagements
"@FinanceHandsOn Possible the last big deal in this area of the sand world was Apollo for US Silica in 2024 at 4.7x EBITDA. Would make sense for PE guys to nab them as a way to player power demand for AI/datacenters as well as LNG export expansion"
X Link 2025-12-08T21:46Z 11K followers, XX engagements
"#oott come on Warner Bros take the Paramount offer . Oh wait wrong notes"
X Link 2025-12-09T10:12Z 11K followers, 1163 engagements
"$SND #ofs #sand #frac"
X Link 2025-12-09T18:49Z 11K followers, XXX engagements
"President Trump gave President Zelensky days to respond to a Russian peace plan and wants elections in Ukraine. Zelensky is set to deliver a peace plan with Europe tomorrow and says that with security guarantees elections could be done early next year. Got it. #oott"
X Link 2025-12-09T19:49Z 11K followers, 1072 engagements
"#PERMIAN BOTTOMING $PUMP (we own) $AESI (we monitor). #OFS"
X Link 2025-12-10T18:26Z 11K followers, XXX engagements
"Powell love letter to equity market. Someone shut the market down before the Q&A"
X Link 2025-12-10T19:34Z 11K followers, XXX engagements
"Why do this $CIVI $SM"
X Link 2025-11-03T13:24Z 11K followers, 2635 engagements
""Were not assuming any synergies for 2026." Won't say what might be divested. 1.0x debt target if $XX oil 1.4x at YE27 if $XX WTI. SOMEONE FIND ERIC GREAGOR $CIVI $SM #OOTT"
X Link 2025-11-03T15:22Z 11K followers, 1053 engagements
"The lack of congrats on this deal is very loud. $civi $sm #oott"
X Link 2025-11-03T15:28Z 11K followers, 1953 engagements
"$AESI DRAFT comments on site. #OFS #SAND"
X Link 2025-11-03T22:15Z 11K followers, 1290 engagements
"$AESI - call about to begin called down fairly sharp dividend suspended notes on site live notes soon. We do not own the name"
X Link 2025-11-04T13:03Z 11K followers, XXX engagements
"$AESI 4Q25 Street revenue and EBITDA too high. #sand #ofs"
X Link 2025-11-04T13:35Z 11K followers, XXX engagements
"$AESI - expect sequentially lower #sand volumes in 4Q. Sees 4Q volumes as cycle low. Sand pricing slightly lower 4Q ($20/ton) vs 3Q ($20.35/ton)"
X Link 2025-11-04T13:37Z 11K followers, XXX engagements
"$AESI referring to capex per MW in line with what others have shares (so around $XXX MM/MW with BOP). #ai #power #ofs"
X Link 2025-11-04T13:39Z 11K followers, 1062 engagements
"$AESI - suspension of dividend is "strategic pause". Cash flow from sand logistics not meeting dividend Preserve balance sheet Cash on hand to pay for new power segment #AI #power #OFS"
X Link 2025-11-04T13:40Z 11K followers, 1140 engagements
"The Tuesday Post $SND $EXE $CIVI #oil #natgas #oott"
X Link 2025-11-18T14:37Z 11K followers, XXX engagements
"$SND $AESI #SAND #OFS"
X Link 2025-11-24T15:18Z 11K followers, XXX engagements
"$SND $X. @ $XXXX it trades at 2.5x our 2026 E EBITDA estimate. At current levels $AESI trades just under 5x. Maybe AESI should look to expand beyond the #Permian doing so on the cheap and thinking ahead to when the U.S. will struggle to grow #NATGAS production. #SAND"
X Link 2025-12-01T15:05Z 11K followers, 1000 engagements
"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-09T18:25Z 11K followers, XXX engagements
""Schlumberger $SLB plans to invest $XX million to expand its manufacturing operations in Caddo Parish Louisiana." #HAYNESVILLE #NATGAS"
X Link 2025-12-09T19:34Z 11K followers, 1033 engagements
"JPM upgrades $PUMP and $LBRT seeing idiosyncratic growth opportunities" in other words power segments. And downgrades $PTEN (apparently on lack of same and also pair trade commish generation bonus season ahead). #welcometothepartypal #ofs"
X Link 2025-12-10T12:38Z 11K followers, 1364 engagements
"And then $SLB and Shell collaborate on AI "The aim is to develop and deploy an open data and AI infrastructure that unifies data and workflows across subsurface well construction and production in a secure digital environment using SLB's Lumi data and AI platform.""
X Link 2025-12-11T13:38Z 11K followers, XXX engagements