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@appalachiangabe Avatar @appalachiangabe Gabe 🌎🌲

Gabe 🌎🌲 posts on X about cvx, $cvx, $hesm, $ne the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

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Followers: XXX #

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

Social topic influence cvx 16.13%, $cvx 16.13%, $hesm 12.9%, $ne 9.68%, $blk 6.45%, $50share 6.45%, $de 3.23%, acquisition 3.23%, playbook 3.23%, $eqt XXXX%

Top accounts mentioned or mentioned by @joelwberry @aaronvalue @1035capital @zay111086718 @crupimatthew @thesteadyfund @blueowlcapital @mrneutralman @bionerd77 @avmatters @archangelfeed @truenolan

Top assets mentioned Convex Finance (CVX) Hess Midstream LP Class A Share representing a limited partner Interest (HESM) Noble Corporation (NE) BlackCoin (BLK) Deere & Company (DE) EQT, Corp. (EQT) Kite Realty Group Trust (KRG) BlackRock Inc (BLK)

Top Social Posts #


Top posts by engagements in the last XX hours

"Part of the divestment took the form of $HESM buying back class B shares from $BLK but in June $BLK finalized its exit by converting its class B to class A and selling via offering"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:14 UTC XXX followers, XX engagements

"@JoelWBerry He did the same with Guardians of the Galaxy 2"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-17 04:05:10 UTC XXX followers, XX engagements

"On October X 2020 Chevron acquired Noble Energy and a XXXX% stake in Noble Mid. On the same day $CVX replaced Nobles board representation with its own insiders. X months later $CVX announces a cash bid to buyout minority owners in Noble Mid at the previous days closing price"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:16 UTC XXX followers, XX engagements

"$50/share + the $XXXX Q3 dividend would be about XX% premium to todays price. If the timeline is similar to the Noble midstream acquisition well see a bid in Oct and this gets wrapped up by Q1"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:20 UTC XXX followers, XX engagements

"This is the exact playbook $CVX used when it acquired Noble Energys midstream company Noble Midstream"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:15 UTC XXX followers, XX engagements

"More recently $EQT also internalized its publicly traded midstream company Equitrans in an all-stock transaction at XX% premium to the pre-announcement share price and an EV/EBITDA of 11x"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:18 UTC XXX followers, XX engagements

"So I dont think the price will be determined by any particular multiple itll be based on where $HESM trades when the bid is announced. I could see the share price running to recent highs ($44) then being bought out at a XX% premium or $50/share"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:20 UTC XXX followers, XX engagements

"@Mr_Neutral_Man Question is kind of confusing or maybe Im retarded. Anyway whats your opinion of $KRG relative to the rest of the group"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-19 02:53:48 UTC XXX followers, XX engagements

"Imagine REIT valuations when the XX year yields X% but restrictive tariff and immigration policies keep inventories low"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-19 05:07:32 UTC XXX followers, XXX engagements

"A note on org/share structure: $HESM has publicly owned shares (class A) and shares with enhanced voting rights (class B) owned by an entity called Hess Midstream GP LP. GP used to be owned 50:50 by Hess and BlackRock but $BLK has been divesting for a while now"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:13 UTC XXX followers, XX engagements

"Im not sure how the voting % shakes out after all this but Im reasonably certain that $CVX as the sole owner of class B shares now has majority voting control of $HESM. Not necessarily good for takeout price but great for takeout speed"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:15 UTC XXX followers, XX engagements

"$AGM has been a core holding for years. A true buy-and-hold stock that also provides swing trading opportunities with obvious support & resistance"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-10 14:12:13 UTC XXX followers, XXX engagements

"@aaronvalue Have you been buying more $VREOF since the merger announcement"
@appalachiangabe Avatar @appalachiangabe on X 2024-12-31 17:30:16 UTC XXX followers, XXX engagements

"Replacing them are $CVX insiders including the President of $CVX midstream division. There are now X $CVX insiders on the board and X independent members. Theres an ongoing search for a 4th independent success would result in 4:4"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:13 UTC XXX followers, XX engagements

"The share price then rallied X% on the expectation that the initial bid would be increased. It was. $CVX then came back in March with an all stock bid at an XX% premium to the initial cash bid. The deal closed two months later"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:17 UTC XXX followers, XX engagements

"@JoelWBerry @a_v_matters Its conscious. Have you seen Guardians of the Galaxy"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-17 04:07:10 UTC XXX followers, XX engagements

"My value/dividend side cant stop looking at these beaten down consumer staples names. Someone talk me off the ledge"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-19 04:41:50 UTC XXX followers, XX engagements