[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DeepValueHQ DeepValue DeepValue posts on X about business, cash flow, flow, $vtle the most. They currently have X followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1973024837607067648/interactions)  ### Mentions: XX [#](/creator/twitter::1973024837607067648/posts_active)  ### Followers: X [#](/creator/twitter::1973024837607067648/followers)  ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1973024837607067648/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [business](/topic/business) 11.76%, [cash flow](/topic/cash-flow) #502, [flow](/topic/flow) 11.76%, [$vtle](/topic/$vtle) #2, [$oxy](/topic/$oxy) #34, [$sm](/topic/$sm) #19, [gulf](/topic/gulf) 8.82%, [balance sheet](/topic/balance-sheet) #1702, [$20b](/topic/$20b) #17, [$xom](/topic/$xom) XXXX% **Top assets mentioned** [Oxygen (OXY)](/topic/$oxy) [SM Energy Company (SM)](/topic/$sm) [Exxon Mobil (XOM)](/topic/$xom) [Crescent Energy Company (CRGY)](/topic/$crgy) ### Top Social Posts Top posts by engagements in the last XX hours "Margin of Safety Overlooked 🚨 Everyone is watching $OXYs CCUS gamble and debtmissing the margin of safety: 4.6bn Boe reserves sub-2x leverage $5B+ normalized FCF. Dont confuse commodity volatility for business fragility" [X Link](https://x.com/DeepValueHQ/status/1997849359707414650) 2025-12-08T02:03Z X followers, XX engagements "$XOM is trading at 16.85x P/E flat over XX months despite $55B operating cash flow and $20B/year buybacks. Curious why the market isn't re-rating this energy giant Stay for a data-driven deep dive. 🧵" [X Link](https://x.com/DeepValueHQ/status/1997965502023659558) 2025-12-08T09:44Z X followers, XX engagements "4/7 Show me the cash: 💰 5Y FCF surged peaking at $1.4B in Q1 XX 💰 Net Debt/EBITDA: 3.01x (HIGH) 💰 Interest coverage THIN at 1.14x Equity down XX% in XX months despite FCF gains" [X Link](https://x.com/DeepValueHQ/status/1998411402030256309) 2025-12-09T15:16Z X followers, XX engagements "Trading at just 0.4x P/B and EV/EBITDA 1.1x $VTLE looks like deep value. But is it really Leverage deal risk and negative earnings make this a classic value trapunless Crescent Energy closes the buyout" [X Link](https://x.com/DeepValueHQ/status/1996961761317310939) 2025-12-05T15:16Z X followers, XX engagements "Everyone sees 0.4x P/B and EV/EBITDA 1.1x at $VTLE. But the market isnt just pricing assetsits bracing for deal break risk high leverage (net debt/EBITDA 3.64x) and negative interest coverage. The anchor $CRGY's $3.1B offer" [X Link](https://x.com/DeepValueHQ/status/1997053867985346665) 2025-12-05T21:22Z X followers, XX engagements "5/7 Catalyst - Dec. 2025 Corporate Plan update (capex/returns clarity) - $20B/year buybacks thru 2026 - Guyana & Permian ramp Baytown hydrogen FID pending U.S. tax credits" [X Link](https://x.com/DeepValueHQ/status/1997965510294851834) 2025-12-08T09:44Z X followers, XX engagements "TRADING at just 3.1x P/E and 2.3x EV/EBITDA despite $1.78B 2024 cash flow and 678MMBOE reserves. Why is a cash machine with a $2.3B cap down XX% in XX months Heres the REAL story on $SM. 🧵👇" [X Link](https://x.com/DeepValueHQ/status/1998667902598136090) 2025-12-10T08:15Z X followers, XX engagements "2/7 🏗 BUSINESS MODEL $SM is a pure-play U.S. shale E&P with operations in the Midland South Texas and Uinta basins. How they make money: - Acquiring drilling and producing oil/gas/NGLs - 2024 rev split: Midland XX% S Texas XX% Uinta 7%" [X Link](https://x.com/DeepValueHQ/status/1998667904271749363) 2025-12-10T08:15Z X followers, XX engagements "$VTLE Deep Dive on a Make-or-Break Permian Play $VTLE trades at 0.4x book with EV/EBITDA 1.1x and a XX% price drop in XX months. Why is this Permian E&P so cheap and whats driving the value now Read on if you want the unvarnished thesis.🧵" [X Link](https://x.com/DeepValueHQ/status/1996849968595063022) 2025-12-05T07:51Z X followers, XX engagements "6/7 ⚠ Risks - Oil prices dropping below EIAs base case = cash crunch - EPA & BLM methane rules could raise costs - If Crescent deal fails or is repriced Vital is a sub-scale levered operator facing tough odds" [X Link](https://x.com/DeepValueHQ/status/1996849981333156153) 2025-12-05T07:51Z X followers, XX engagements "$OXY trades at a P/E of 22.0x with an EV/EBITDA of 3.5x. Shares are down XX% in XX months. Why is the market pricing in so much riskand what could catalyze a rerate Read this for a full breakdown. 🧵" [X Link](https://x.com/DeepValueHQ/status/1997687005812334965) 2025-12-07T15:17Z X followers, XX engagements "2/7 Business Model $OXY is an integrated energy companymostly U.S. oil & gas (Permian Gulf of America) soon to be pure-play E&P after a $9.7bn OxyChem sale. Midstream and a capital-intensive CCUS/DAC platform round out its assets" [X Link](https://x.com/DeepValueHQ/status/1997687007943053589) 2025-12-07T15:17Z X followers, XX engagements "3/7 The Moat 4.6bn Boe proved reserves deep operational experience XX% Gulf uptime and a technical edge in CO EOR/CCUS. However shale decline rates force high annual capexthis is not a static moat. CCUS is policy-dependent and unproven at scale" [X Link](https://x.com/DeepValueHQ/status/1997687010241421803) 2025-12-07T15:17Z X followers, XX engagements "4/7 Financials Consistent FCF: in 2024 $5.1bn. Net Debt/EBITDA: 1.96x. Interest coverage: 3.90x. $OXY aims to cut principal debt below $15bn via the OxyChem sale but $25bn in long-term debt and $39bn liabilities remain" [X Link](https://x.com/DeepValueHQ/status/1997687012917477671) 2025-12-07T15:17Z X followers, XX engagements "7/7 Verdict Oxy is a leveraged U.S. liquids/E&P with optionality on CCUS and a balance sheet in transition. Discount reflects real risks but watch FCF durability and OxyChem. This is where commodity leverage meets policy risk. $OXY" [X Link](https://x.com/DeepValueHQ/status/1997687020316201043) 2025-12-07T15:17Z X followers, XX engagements "2/7 Business Model ExxonMobil owns low-cost upstream assets (Permian Guyana LNG) integrated Gulf Coast refining and a chemicals platform generating $478B+ annual revenue. New bets: CCS hydrogen and lithium" [X Link](https://x.com/DeepValueHQ/status/1997965503948824814) 2025-12-08T09:44Z X followers, XX engagements "Investors are ignoring Exxon's cash fortress. $XOM is buying back $20B in stock per year through 2026 while net debt/EBITDA sits at just 0.25x. The markets pricing like balance sheets dont matter in energy" [X Link](https://x.com/DeepValueHQ/status/1998048924939301166) 2025-12-08T15:16Z X followers, XX engagements "5/7 Catalysts ahead: 🔥 Pending Vital Energy merger (all-equity deal) 🔥 $800M+ non-core divestitures planned 🔥 PUD-to-PDP conversion (182 MMBoe over X years) Execution here is KEY for the rerate" [X Link](https://x.com/DeepValueHQ/status/1998411406916595854) 2025-12-09T15:16Z X followers, XX engagements "4/7 📊 FINANCIAL FIREPOWER - FCF: $1.78B (2024) $1.56B (9M25) - Interest coverage: 9.5x - Net debt/EBITDA: 1.5x - $2.0B undrawn revolver - Share price down XX% despite robust numbers" [X Link](https://x.com/DeepValueHQ/status/1998667907992269233) 2025-12-10T08:15Z X followers, X engagements "5/7 🔥 CATALYSTS - Civitas merger (Q1 2026): adds DJ & more Permian scale - $1B asset divestitures to fund debt reduction - Uinta/Civitas integration success = rerating potential - Dividend: $0.20/share/quarter plus buybacks" [X Link](https://x.com/DeepValueHQ/status/1998667910034739304) 2025-12-10T08:15Z X followers, X engagements "6/7 ⚠ RISKS - Commodity price swings (EIA calls Brent $60/bbl) - Integration flops (Uinta/Civitas deals) - Regulatory landmines: climate methane tax - Higher volatility: NOT for the faint of heart" [X Link](https://x.com/DeepValueHQ/status/1998667912299819029) 2025-12-10T08:15Z X followers, XX engagements "7/7 VERDICT $SM is a high-cash low-multiple mid-cap oil E&Pdeeply discounted for leverage and deal risk. Success hinges on integration and sustained cash flow in a tough oil tape. Are YOU watching the right risks" [X Link](https://x.com/DeepValueHQ/status/1998667914426343531) 2025-12-10T08:15Z X followers, XX engagements "Introducing DeepValue: A deep research tool for value investors. Our agents can research multiple stocks in parallel to deliver fully cited investment reports in minutes Sources: company filings & niche industry journals X% MARKET NEWS Scale your conviction with DeepValue" [X Link](https://x.com/DeepValueHQ/status/1996195910922191346) 2025-12-03T12:32Z X followers, 1902 engagements "7/7 🎯 Verdict $VTLE is pure event-driven: all upside tied to Crescent deal and macro tape. Not a classic compounder or moat storythis is merger-arb not a core hold. Bookmark if you follow special situations" [X Link](https://x.com/DeepValueHQ/status/1996849983690363220) 2025-12-05T07:51Z X followers, XX engagements "6/7 Risks - Commodity/Spread volatility (earnings fell $12.5bn in 2022 $2.4bn in 2024) - Execution risk on OxyChem sale and CCUS/DAC projects - Shale decline & capex intensity - Regulatory shifts: methane CCUS costs legacy remediation ($1.9bn liabilities)" [X Link](https://x.com/DeepValueHQ/status/1997687017929633928) 2025-12-07T15:17Z X followers, XX engagements "Most investors stare at Crescents XX% stock plunge and miss THIS. $CRGY #Energy PV-10 reserve value: $6.5B vs $2B market cap Crescent controls $6.5B in proved reserves but balance sheet risk (3x net debt/EBITDA 1.14x interest coverage) keeps the market cautious" [X Link](https://x.com/DeepValueHQ/status/1998488068265796003) 2025-12-09T20:21Z X followers, XX engagements "Most investors see a XX% drop and walk away. $SM's balance sheet tells another story: 1.5x net debt/EBITDA 9.5x interest coverage and $2.0B undrawn revolver. Liquidity + cash flow = real margin of safety. 💸" [X Link](https://x.com/DeepValueHQ/status/1998758349362339848) 2025-12-10T14:15Z X followers, XX engagements
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@DeepValueHQ DeepValue
DeepValue posts on X about business, cash flow, flow, $vtle the most. They currently have X followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
Mentions: XX #
Followers: X #
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% countries XXXX% cryptocurrencies XXXX%
Social topic influence business 11.76%, cash flow #502, flow 11.76%, $vtle #2, $oxy #34, $sm #19, gulf 8.82%, balance sheet #1702, $20b #17, $xom XXXX%
Top assets mentioned Oxygen (OXY) SM Energy Company (SM) Exxon Mobil (XOM) Crescent Energy Company (CRGY)
Top Social Posts
Top posts by engagements in the last XX hours
"Margin of Safety Overlooked 🚨 Everyone is watching $OXYs CCUS gamble and debtmissing the margin of safety: 4.6bn Boe reserves sub-2x leverage $5B+ normalized FCF. Dont confuse commodity volatility for business fragility"
X Link 2025-12-08T02:03Z X followers, XX engagements
"$XOM is trading at 16.85x P/E flat over XX months despite $55B operating cash flow and $20B/year buybacks. Curious why the market isn't re-rating this energy giant Stay for a data-driven deep dive. 🧵"
X Link 2025-12-08T09:44Z X followers, XX engagements
"4/7 Show me the cash: 💰 5Y FCF surged peaking at $1.4B in Q1 XX 💰 Net Debt/EBITDA: 3.01x (HIGH) 💰 Interest coverage THIN at 1.14x Equity down XX% in XX months despite FCF gains"
X Link 2025-12-09T15:16Z X followers, XX engagements
"Trading at just 0.4x P/B and EV/EBITDA 1.1x $VTLE looks like deep value. But is it really Leverage deal risk and negative earnings make this a classic value trapunless Crescent Energy closes the buyout"
X Link 2025-12-05T15:16Z X followers, XX engagements
"Everyone sees 0.4x P/B and EV/EBITDA 1.1x at $VTLE. But the market isnt just pricing assetsits bracing for deal break risk high leverage (net debt/EBITDA 3.64x) and negative interest coverage. The anchor $CRGY's $3.1B offer"
X Link 2025-12-05T21:22Z X followers, XX engagements
"5/7 Catalyst - Dec. 2025 Corporate Plan update (capex/returns clarity) - $20B/year buybacks thru 2026 - Guyana & Permian ramp Baytown hydrogen FID pending U.S. tax credits"
X Link 2025-12-08T09:44Z X followers, XX engagements
"TRADING at just 3.1x P/E and 2.3x EV/EBITDA despite $1.78B 2024 cash flow and 678MMBOE reserves. Why is a cash machine with a $2.3B cap down XX% in XX months Heres the REAL story on $SM. 🧵👇"
X Link 2025-12-10T08:15Z X followers, XX engagements
"2/7 🏗 BUSINESS MODEL $SM is a pure-play U.S. shale E&P with operations in the Midland South Texas and Uinta basins. How they make money: - Acquiring drilling and producing oil/gas/NGLs - 2024 rev split: Midland XX% S Texas XX% Uinta 7%"
X Link 2025-12-10T08:15Z X followers, XX engagements
"$VTLE Deep Dive on a Make-or-Break Permian Play $VTLE trades at 0.4x book with EV/EBITDA 1.1x and a XX% price drop in XX months. Why is this Permian E&P so cheap and whats driving the value now Read on if you want the unvarnished thesis.🧵"
X Link 2025-12-05T07:51Z X followers, XX engagements
"6/7 ⚠ Risks - Oil prices dropping below EIAs base case = cash crunch - EPA & BLM methane rules could raise costs - If Crescent deal fails or is repriced Vital is a sub-scale levered operator facing tough odds"
X Link 2025-12-05T07:51Z X followers, XX engagements
"$OXY trades at a P/E of 22.0x with an EV/EBITDA of 3.5x. Shares are down XX% in XX months. Why is the market pricing in so much riskand what could catalyze a rerate Read this for a full breakdown. 🧵"
X Link 2025-12-07T15:17Z X followers, XX engagements
"2/7 Business Model $OXY is an integrated energy companymostly U.S. oil & gas (Permian Gulf of America) soon to be pure-play E&P after a $9.7bn OxyChem sale. Midstream and a capital-intensive CCUS/DAC platform round out its assets"
X Link 2025-12-07T15:17Z X followers, XX engagements
"3/7 The Moat 4.6bn Boe proved reserves deep operational experience XX% Gulf uptime and a technical edge in CO EOR/CCUS. However shale decline rates force high annual capexthis is not a static moat. CCUS is policy-dependent and unproven at scale"
X Link 2025-12-07T15:17Z X followers, XX engagements
"4/7 Financials Consistent FCF: in 2024 $5.1bn. Net Debt/EBITDA: 1.96x. Interest coverage: 3.90x. $OXY aims to cut principal debt below $15bn via the OxyChem sale but $25bn in long-term debt and $39bn liabilities remain"
X Link 2025-12-07T15:17Z X followers, XX engagements
"7/7 Verdict Oxy is a leveraged U.S. liquids/E&P with optionality on CCUS and a balance sheet in transition. Discount reflects real risks but watch FCF durability and OxyChem. This is where commodity leverage meets policy risk. $OXY"
X Link 2025-12-07T15:17Z X followers, XX engagements
"2/7 Business Model ExxonMobil owns low-cost upstream assets (Permian Guyana LNG) integrated Gulf Coast refining and a chemicals platform generating $478B+ annual revenue. New bets: CCS hydrogen and lithium"
X Link 2025-12-08T09:44Z X followers, XX engagements
"Investors are ignoring Exxon's cash fortress. $XOM is buying back $20B in stock per year through 2026 while net debt/EBITDA sits at just 0.25x. The markets pricing like balance sheets dont matter in energy"
X Link 2025-12-08T15:16Z X followers, XX engagements
"5/7 Catalysts ahead: 🔥 Pending Vital Energy merger (all-equity deal) 🔥 $800M+ non-core divestitures planned 🔥 PUD-to-PDP conversion (182 MMBoe over X years) Execution here is KEY for the rerate"
X Link 2025-12-09T15:16Z X followers, XX engagements
"4/7 📊 FINANCIAL FIREPOWER - FCF: $1.78B (2024) $1.56B (9M25) - Interest coverage: 9.5x - Net debt/EBITDA: 1.5x - $2.0B undrawn revolver - Share price down XX% despite robust numbers"
X Link 2025-12-10T08:15Z X followers, X engagements
"5/7 🔥 CATALYSTS - Civitas merger (Q1 2026): adds DJ & more Permian scale - $1B asset divestitures to fund debt reduction - Uinta/Civitas integration success = rerating potential - Dividend: $0.20/share/quarter plus buybacks"
X Link 2025-12-10T08:15Z X followers, X engagements
"6/7 ⚠ RISKS - Commodity price swings (EIA calls Brent $60/bbl) - Integration flops (Uinta/Civitas deals) - Regulatory landmines: climate methane tax - Higher volatility: NOT for the faint of heart"
X Link 2025-12-10T08:15Z X followers, XX engagements
"7/7 VERDICT $SM is a high-cash low-multiple mid-cap oil E&Pdeeply discounted for leverage and deal risk. Success hinges on integration and sustained cash flow in a tough oil tape. Are YOU watching the right risks"
X Link 2025-12-10T08:15Z X followers, XX engagements
"Introducing DeepValue: A deep research tool for value investors. Our agents can research multiple stocks in parallel to deliver fully cited investment reports in minutes Sources: company filings & niche industry journals X% MARKET NEWS Scale your conviction with DeepValue"
X Link 2025-12-03T12:32Z X followers, 1902 engagements
"7/7 🎯 Verdict $VTLE is pure event-driven: all upside tied to Crescent deal and macro tape. Not a classic compounder or moat storythis is merger-arb not a core hold. Bookmark if you follow special situations"
X Link 2025-12-05T07:51Z X followers, XX engagements
"6/7 Risks - Commodity/Spread volatility (earnings fell $12.5bn in 2022 $2.4bn in 2024) - Execution risk on OxyChem sale and CCUS/DAC projects - Shale decline & capex intensity - Regulatory shifts: methane CCUS costs legacy remediation ($1.9bn liabilities)"
X Link 2025-12-07T15:17Z X followers, XX engagements
"Most investors stare at Crescents XX% stock plunge and miss THIS. $CRGY #Energy PV-10 reserve value: $6.5B vs $2B market cap Crescent controls $6.5B in proved reserves but balance sheet risk (3x net debt/EBITDA 1.14x interest coverage) keeps the market cautious"
X Link 2025-12-09T20:21Z X followers, XX engagements
"Most investors see a XX% drop and walk away. $SM's balance sheet tells another story: 1.5x net debt/EBITDA 9.5x interest coverage and $2.0B undrawn revolver. Liquidity + cash flow = real margin of safety. 💸"
X Link 2025-12-10T14:15Z X followers, XX engagements