Dark | Light
# ![@HowieDennison Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4190960835.png) @HowieDennison Howie Dennison

Howie Dennison posts on X about $soc, $pdd, money, business the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::4190960835/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4190960835/c:line/m:interactions.svg)

- [--] Week [---] +74%
- [--] Month [-----] -75%
- [--] Months [------] +587%

### Mentions: [--] [#](/creator/twitter::4190960835/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4190960835/c:line/m:posts_active.svg)

- [--] Months [--] +131%

### Followers: [---] [#](/creator/twitter::4190960835/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4190960835/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +1.40%
- [--] Months [---] +12%

### CreatorRank: undefined [#](/creator/twitter::4190960835/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4190960835/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [pga golfers](/list/pga-golfers)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks) 

**Social topic influence**
[$soc](/topic/$soc) #89, [$pdd](/topic/$pdd) #37, [money](/topic/money), [business](/topic/business), [$pypl](/topic/$pypl), [$googl](/topic/$googl), [soc](/topic/soc), [agencies](/topic/agencies), [marshall](/topic/marshall), [$xom](/topic/$xom)

**Top accounts mentioned or mentioned by**
[@fasttradeking](/creator/undefined) [@osbornecoggs](/creator/undefined) [@esghound](/creator/undefined) [@cornelialake](/creator/undefined) [@100xcompounding](/creator/undefined) [@duedillengence](/creator/undefined) [@nataninvesting](/creator/undefined) [@jasonstrom84409](/creator/undefined) [@jasonstrom](/creator/undefined) [@qgornt](/creator/undefined) [@lipsman](/creator/undefined) [@brkelleran](/creator/undefined) [@ctfnnews](/creator/undefined) [@wishywishing](/creator/undefined) [@mikeumbro](/creator/undefined) [@gursharnx](/creator/undefined) [@anon9b](/creator/undefined) [@mrneversell](/creator/undefined) [@slorocker](/creator/undefined) [@woirble](/creator/undefined)

**Top assets mentioned**
[Sable Offshore Corp. (SOC)](/topic/$soc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Exxon Mobil (XOM)](/topic/$xom) [Alibaba Group (BABA)](/topic/$baba) [CSX Corporation (CSX)](/topic/$csx) [Validity (VAL)](/topic/$val)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My wild guess about what will happen is that the fire marshall will put in writing why he is okay with the waiver (like everyone involved in the federal consent decree thinks the extensive steps taken instead of a cathodic pipeline) and then LFG will get to say why the fire marshall is wrong. But I "think" she does not get to be the expert. the fire marshall is the designated expert. Then the judge will say whether LFG is likely to prevail on her claims that the person in charge (fire marshall) is not the person in charge. The judge will then say LFG is not likely to prevail. But I have no"  
[X Link](https://x.com/HowieDennison/status/1946601822015086601)  2025-07-19T16:03Z [---] followers, [--] engagements


"Please explain to me if I am wrong. My impression and understanding is that this is all about the fire marshall leaving blank a space where he was supposed to explain why he granted a waver on cathode technology since sable has gone above and beyond with alternate means (cutoff valves inspections etc). and i think the public was supposed to be able to comment on the reason for his waiver. but the decision on why he granted the waiver rests with the fire marshall not EDC not a room full of crazed protesters. the judge doesn't get to decide if the fire marshalls reasoning is good. it is just"  
[X Link](https://x.com/HowieDennison/status/1947103268448161817)  2025-07-21T01:16Z [---] followers, [--] engagements


"@nickz34 @JasonStrom84409 The extra power is going to have to come from coal. GEV is only increasing gas turbine production modestly as are Mitsubishi and Siemens. Wind and solar will not work"  
[X Link](https://x.com/HowieDennison/status/1947744315364589640)  2025-07-22T19:43Z [---] followers, [--] engagements


"I am guessing that now is the time for Sable to appeal based on the supremacy clause. I had not previously realized that by California law the CCC retained the authority to tell the LCP (county) what to do and the county refused to act on the CCC's request to call it development. But the county could not act on the CCC's request because of the federal consent decree because of they violated that they would have exposure to the takings clause. Google tells me that when a federal consent decree conflicts with local law usually the consent decree wins (but I don't understand any possible"  
[X Link](https://x.com/HowieDennison/status/1947824343217803374)  2025-07-23T01:01Z [---] followers, [----] engagements


"A few questions. 1.) Geck/EDC will say that a CCC development/restoration permit will be required before pumping right 2.) It will be tough to claim that CCC "took" the oil away from Sable because they will say all they have to do is apply for some permits and gets approval that they "restored". RIght The only hope here is federal supremacy but all the other court cases have to resolve first right"  
[X Link](https://x.com/HowieDennison/status/1948544034433077267)  2025-07-25T00:41Z [---] followers, [--] engagements


"@pjhpompanobeach I thought there were [--] issues: timing (CCC was stalling) and extent (CCC was trying to limit it to administrative only). Did it get broadened I hope all the snarky emails like "no drilling over my dead body" will come to light"  
[X Link](https://x.com/HowieDennison/status/1950255103597809727)  2025-07-29T18:00Z [---] followers, [---] engagements


"$SOC Below is an email that EDC sent out July [--] trying to make the state park easement extension the next battleground. I drove there a few months ago to see if anything material had changed to see if there was going to be a material problem. I found no problems. The ranger did not know where the pipeline was which means it was not within his top [---] problems. I found an active railroad and expressway running through the "sensitive habitat". I found septic systems inside the park that appeared to drain sewage from outside the park. I finally saw about [--] yards of slightly greener grass"  
[X Link](https://x.com/HowieDennison/status/1952536041375887859)  2025-08-05T01:04Z [---] followers, [----] engagements


"@TylerHardt @arbanaut The takeaway is that 1.) EDC/CCC has been distracting the fire marshal from stopping California burning down by endless pestering. 2.) Lots of red legged frogs died in this fire 3.) Therefore the EDC/CCC is killing red legged frogs"  
[X Link](https://x.com/HowieDennison/status/1952780676547166405)  2025-08-05T17:16Z [---] followers, [---] engagements


"I am hoping for something like what happened with the Mountain Valley Pipeline (MVP) in West Virginia. It got 99% built but the courts shut it down on the very last stream crossing. WVa Senator Manchin had an agreement with Biden/Schumer for legislation to put it through in return for his vote but he got screwed. Something else came along that they needed Manchin's vote for and finally the feds passed something to put allow the MVP. Hoping for something similar for Sable $SOC"  
[X Link](https://x.com/HowieDennison/status/1953952138293653770)  2025-08-08T22:51Z [---] followers, [--] engagements


"@OsborneCoggs I think the task is to file "all required permits" Maybe they are waiting for the state park They will likely say they don't need a CCC development permit and they don't need the SBC transfer from Exxon $SOC"  
[X Link](https://x.com/HowieDennison/status/1955256465570095467)  2025-08-12T13:14Z [---] followers, [----] engagements


"I am long SOC so I am trying to understand the federal leverage and supremacy. I am reading consent decree 2:20-cv-02415 [----] [---] pages. It reads in part as I pasted in below. It just says sable needs to apply for local permits and they need to come in a timely manner. Right now the greens are trying to bury in permits. And although the pipeline repair work is done I am thinking CCC still has leverage on a "restoration permit" . plant more grass move some pebbles all when no species is mating and it is not the rainy season which leaves [--] days a year. And I don't see Santa Barbara as a party."  
[X Link](https://x.com/HowieDennison/status/1955669351018713262)  2025-08-13T16:34Z [---] followers, [---] engagements


"@JasonStrom84409 @gurgavin $CSX Offer will be 30% premium. Almost everyone is served by [--] railroads. My bet is in. I am long"  
[X Link](https://x.com/HowieDennison/status/1956071435610546243)  2025-08-14T19:12Z [---] followers, [---] engagements


"Regarding "maybe the FM really does want everything buttoned up with all agencies" . see screenshot below from the OSFM website where he again states all agencies must approve first. Correct me if I am wrong but this means that $SOC has to beat CCC in court with a Jury composed of Californians beat EDC/SBC in federal court with a jury from CA and then sable must wait [--] days for EDC to then submit some other ridiculous complaint in geckos court all while the legislature dreams up brand new laws. I just took my profits and hope to buy in lower with the same portfolio percentage that Li Lu"  
[X Link](https://x.com/HowieDennison/status/1957538798574661905)  2025-08-18T20:23Z [---] followers, [----] engagements


"@BR_Kelleran From today's babylon bee satire site $SOC:"  
[X Link](https://x.com/HowieDennison/status/1959472813233861082)  2025-08-24T04:28Z [---] followers, [----] engagements


"$SOC Thank very much Just to try to understand the flip side to always think critically one difference is that sable actually did something (maintenance) whereas Oceana Dunes did nothing nothing but act like a pinata. I have to go back and reread the california coastal act but I think what gave the CCC the idea of intervening was that it could say that SBC did not interpret the code correctly. Whereas the county in Oceana Dunes did nothing"  
[X Link](https://x.com/HowieDennison/status/1960472579077972180)  2025-08-26T22:41Z [---] followers, [----] engagements


"@ctfn_news State parks argument seems weak. They were a party to the federal settlement. Gaviota state park is not pristine. It has an expressway and railroad running through it . And septic leach beds for people outside the park. $soc"  
[X Link](https://x.com/HowieDennison/status/1961179419961143638)  2025-08-28T21:29Z [---] followers, [----] engagements


"@ctfn_news By law the tie means the original committee vote stands. It is in favor of sable $soc"  
[X Link](https://x.com/HowieDennison/status/1961190524033130845)  2025-08-28T22:13Z [---] followers, [----] engagements


"@rhmstrd @darknorthacct2 @levandovsky @PhilMickelson @FastTradeKing @WishyWishing @HFI_Research @JasonStrom84409 I believe this. I have heard similar. Do you have more details on what hardware changes would be needed $SOC"  
[X Link](https://x.com/HowieDennison/status/1969047363521057201)  2025-09-19T14:34Z [---] followers, [---] engagements


"The way the refinery in LA works is that tankers do not dock. There is a pipeline that goes from the refinery to a locaiton miles offshore. Tankers mostly from alaska pull up and unload their oil into the pipeline. Thus these tankers from alaska comply with the law. And sable could too"  
[X Link](https://x.com/HowieDennison/status/1969091756911444285)  2025-09-19T17:30Z [---] followers, [--] engagements


"@100xCompounding From the news: Phil Mickelson condemns Rep. Ilhan Omar for Charlie Kirk insults: 'hopefully she'll be sent back to Somalia'"  
[X Link](https://x.com/HowieDennison/status/1969552873865253230)  2025-09-21T00:02Z [---] followers, [--] engagements


"@FastTradeKing @Jhallacher @WishyWishing @BSEEgov @SecretaryBurgum Why does the bill need to reclarify something that is so clear $SOC"  
[X Link](https://x.com/HowieDennison/status/1970516952998150560)  2025-09-23T15:53Z [---] followers, [---] engagements


"@MikeUmbro The Santa Barbara channel was one massive oil slick when the first explorers arrived. Per Wikipedia's article "Offshore oil and gas in California""  
[X Link](https://x.com/HowieDennison/status/1970531600183054811)  2025-09-23T16:51Z [---] followers, [--] engagements


"@JasonStrom_ I continue to believe the $SOC oil can be taken to LA by tanker and sold. Tankers from Alaska do NOT pull into the LA harbor. The offload using an oil pipeline that extends to a couple miles out. Ergo the oil is delivered by pipeline. QED"  
[X Link](https://x.com/HowieDennison/status/1970859944397484440)  2025-09-24T14:36Z [---] followers, [----] engagements


"@100xCompounding I called both of his office (SB and Sacremento) and left a message asking what the governor said at the signing ceremony. I did not get call back. This reinforces the message made by @100xCompounding about $SOC"  
[X Link](https://x.com/HowieDennison/status/1970946468887527658)  2025-09-24T20:20Z [---] followers, [----] engagements


"This is the best question/post I have seen in a long time. Forced me to think. Google Gemini (see attached photo) says Exxon was doing that for a long time but local residents were going berserk. I am vaguely aware from previous googles that at one point $XOM was sending stuff on shore to their big holding tank at Las Flores and bringing tankers to shore but the locals were going berserk on that also so they "settled" and built the pipeline which the locals thought was safer. In some sense then the locals CAUSED the Refugio oil spill from their (previously) beloved and demanded pipeline. But"  
[X Link](https://x.com/HowieDennison/status/1971189199400231107)  2025-09-25T12:25Z [---] followers, [---] engagements


"@MikeUmbro Fpso alternative may be a defense to $soc takings claim"  
[X Link](https://x.com/HowieDennison/status/1972722636531839139)  2025-09-29T17:58Z [---] followers, [---] engagements


"@FastTradeKing I think the state broke the contract with $SOC by saying no to the pipeline (until and unless the OSFM approves it). And CCC put new requirements on it. And the new bill puts new requirements on it"  
[X Link](https://x.com/HowieDennison/status/1973033080412844399)  2025-09-30T14:31Z [---] followers, [---] engagements


"@investacct2 Basically california was responsible for the pipeline oil spill because they wanted the pipeline not the barges. They have to make up their mind about $SOC"  
[X Link](https://x.com/HowieDennison/status/1973068837156176160)  2025-09-30T16:54Z [---] followers, [---] engagements


"@100xCompounding Lots of natural seepage. VIdeo from [--] years ago. $SOC will clean this up. https://youtu.be/xpPVakCYleM https://youtu.be/xpPVakCYleM"  
[X Link](https://x.com/HowieDennison/status/1973445206025683098)  2025-10-01T17:49Z [---] followers, [----] engagements


"@BR_Kelleran Seems to be low on facts high on narrative. $SOC"  
[X Link](https://x.com/HowieDennison/status/1974213774224535944)  2025-10-03T20:43Z [---] followers, [----] engagements


"@NStepmum $SOC plan C: takings lawsuit for $11 billion"  
[X Link](https://x.com/HowieDennison/status/1974222009413296535)  2025-10-03T21:16Z [---] followers, [---] engagements


"@pcebotte @Gursharnx What would Li Lu sell to get the money to buy more $SOC"  
[X Link](https://x.com/HowieDennison/status/1974635697186435175)  2025-10-05T00:40Z [---] followers, [---] engagements


"@FastTradeKing Even if the DA puts each $SOC employee in jail the oil can still flow federally. A $10 billion fine would be of more concern but that would be unconstitutional as cruel and unusual punishment"  
[X Link](https://x.com/HowieDennison/status/1974637567338479765)  2025-10-05T00:47Z [---] followers, [---] engagements


"@ESGhound Perhaps it is significant that $SOC is asking for damages from CCC not OSFM. If $SOC knew that OSFM was withholding approval then $SOC would sue OSFM"  
[X Link](https://x.com/HowieDennison/status/1975198902606614956)  2025-10-06T13:58Z [---] followers, [----] engagements


"@FastTradeKing @ESGhound Three ways for $SOC to win: 1.) pipeline 2.) FPSO 3.) $11 billion takings claim. Even if they go FPSO they can still get the value of the pipeline and storage facilities"  
[X Link](https://x.com/HowieDennison/status/1975674224049332366)  2025-10-07T21:26Z [---] followers, [---] engagements


"@OsborneCoggs Feeling sad. I want the $soc price to drop to $1 so I can buy more. Edc/ccc/Newsome are incompetent . Would be horrible short sellers"  
[X Link](https://x.com/HowieDennison/status/1975995983449182368)  2025-10-08T18:45Z [---] followers, [----] engagements


"@FastTradeKing Kindly share where you pulled the hedge fund report from"  
[X Link](https://x.com/HowieDennison/status/1975997549338124464)  2025-10-08T18:51Z [---] followers, [--] engagements


"@OsborneCoggs The longer he takes to write it the higher the favorable odds for $soc"  
[X Link](https://x.com/HowieDennison/status/1978228125474460109)  2025-10-14T22:35Z [---] followers, [----] engagements


"@xio9240 @BridgingtonHol Do you have a reference for that"  
[X Link](https://x.com/HowieDennison/status/1956431916879515728)  2025-08-15T19:04Z [---] followers, [--] engagements


"@FastTradeKing And what are the local andcstate laws that apply to federal waters for $soc"  
[X Link](https://x.com/HowieDennison/status/1978544912187404349)  2025-10-15T19:34Z [---] followers, [----] engagements


"Thanks Somewhere in my study of $VAL I have seen statements that almost all drill ships etc need capital improvements to comply with the custom needs of the contract. The good news is that it seems that the regulations only apply AFTER going into production So it is a little harder for CA to block before getting started. Also those state requirements seem to be initiated by the Trump administration so maybe they could be uninitiated Or maybe there was a reason why the Trump admin incuded them. Finally I see that the california clean air act comes becasue of a federally granted waver which has"  
[X Link](https://x.com/HowieDennison/status/1978620063847694620)  2025-10-16T00:32Z [---] followers, [--] engagements


"@Gov_Milledge How do we know that state waivers require ccc permitting I am not arguing. Just trying to learn more about $soc because I am long"  
[X Link](https://x.com/HowieDennison/status/1981548677358637275)  2025-10-24T02:29Z [---] followers, [---] engagements


"@UO_TDs_89 No disrespect here. Just a question. Is this the person with ultimate authority on California wild fires Or does he not control local fires departments"  
[X Link](https://x.com/HowieDennison/status/1981669045570326993)  2025-10-24T10:28Z [---] followers, [--] engagements


"@OsborneCoggs $soc I am not seeing any dial in info"  
[X Link](https://x.com/HowieDennison/status/1985322502835617844)  2025-11-03T12:25Z [---] followers, [---] engagements


"From Gemini: "Yes a federal consent decree can be overturned or modified but it requires a court order and a strong showing of changed circumstances fraud or error as these decrees are court orders with contractual elements often modified under FRCP 60(b) by proving significant shifts in law or fact or if the decree's goals are met or become detrimental though courts maintain strict standards. " Maybe $SOC will just use their historical approach: just start pumping oil through the pipeline and let the lawyers catch up a few months later LOL"  
[X Link](https://x.com/HowieDennison/status/2001685936766112064)  2025-12-18T16:08Z [---] followers, [---] engagements


"@QGornt The Santa Barbera newspaper is reporting that OSFM was responsible for the [----] spill OMG. $SOC forever If PHMSA needs more employees Big Jim might be available for after hours oversight"  
[X Link](https://x.com/HowieDennison/status/2002118472466391307)  2025-12-19T20:46Z [---] followers, [----] engagements


"I am long $PDD also. I don't care about professionalism but the fist fight triggers my recollections of Jack Ma $BABA criticizing the Chinese government. Munger was critical of Ma. A cultural problem. Hopefully the fighters getting fired negate the problem especially since they were rank and file employees"  
[X Link](https://x.com/HowieDennison/status/2002272672504533181)  2025-12-20T06:59Z [---] followers, [--] engagements


"@Lipsman Does anyone know why they skipped the US District court and went to the US Court of appeals for the 9th circuit What did the district court do that they are appealing $SOC"  
[X Link](https://x.com/HowieDennison/status/2004699567753691343)  2025-12-26T23:43Z [---] followers, [---] engagements


"I logged into PACER and spent a very few brief minutes scanning the $SOC response. I have no legal or investment credentials and do not give investment advice. I have either a short or long interest in $SOC. In summary in my opinion only which is often wrong $SOC is saying EDC has not identified a specific danger only generalized oil/gas/pipeline danger that the West coast has a declared oil/gas emergency that the executive branch has the right to do stuff that the consent decree is binding that the consent decree is being followed and that $SOC would suffer irreparable harm from a stay"  
[X Link](https://x.com/HowieDennison/status/2006089751699345870)  2025-12-30T19:47Z [---] followers, [----] engagements


"@QGornt In other words where is the complaint from the california AG or the santa barbera lawyer $SOC"  
[X Link](https://x.com/HowieDennison/status/2006181572018368557)  2025-12-31T01:52Z [---] followers, [----] engagements


"@JasonStrom_ Bloomberg seems to think $SOC has all the blessing it needs"  
[X Link](https://x.com/HowieDennison/status/2006500439857246529)  2025-12-31T22:59Z [---] followers, [----] engagements


"@WinnerMon1 @OsborneCoggs If $SOC is filling the line I believe that is physical confirmation that it is active"  
[X Link](https://x.com/HowieDennison/status/2006513848514163005)  2025-12-31T23:52Z [---] followers, [---] engagements


"@Dan_Sitz @duedillengence Maybe finding PHMSA trick was the result of endless reading through all the laws and making a huge number of phone calls with many conferences with their lawyers. Not sure. But I don't know anything for sure. $SOC"  
[X Link](https://x.com/HowieDennison/status/2006558968131289350)  2026-01-01T02:51Z [---] followers, [---] engagements


"@Lipsman @JasonStrom_ The consent decree says local permits must be granted in a timely manner. There is absolutely no reason for the parks to hold off on granting a renewal or the lease. I don't see how CA can beat $SOC on that. But yeah a national monument would work"  
[X Link](https://x.com/HowieDennison/status/2006559765296513172)  2026-01-01T02:55Z [---] followers, [---] engagements


"The geck injunction against $soc was based on a lawsuit about osfm leaving one answer blank in a preliminary document. The ommitted answer was obvious to all. Since osfm is now na the entire injunction is na. Maybe sable should have spent [--] months explaining that to geck but sable had only a few days to live. They need to sell oil to get money to explain that. edc effectively admitted that by asking for a federal emergency injunction. If sable now removes the new valves oil will spill everywhere and many red legged frogs will die the ones not run over in gaviota Park by the freeway cars or"  
[X Link](https://x.com/HowieDennison/status/2006736594930209067)  2026-01-01T14:37Z [---] followers, [---] engagements


"@CorneliaLake Reverse the $soc restart. Take out the valves. Dump all the oil"  
[X Link](https://x.com/HowieDennison/status/2006799160041943547)  2026-01-01T18:46Z [---] followers, [---] engagements


"@CorneliaLake Who will pay for the $soc restart reverse Sable will be out of business. Edc should pay"  
[X Link](https://x.com/HowieDennison/status/2006799511176491082)  2026-01-01T18:47Z [---] followers, [---] engagements


"@FastTradeKing @jcposadas12 @ESGhound Except for state and state agencies and county who signed onto the consent decree for $soc pipeline"  
[X Link](https://x.com/HowieDennison/status/2006907279367389443)  2026-01-02T01:55Z [---] followers, [---] engagements


"@OsborneCoggs I think $soc might have [--] business days if gemini happens to be right"  
[X Link](https://x.com/HowieDennison/status/2007153368381460522)  2026-01-02T18:13Z [---] followers, [---] engagements


"@MachiavelliCap Can anyone guess what legal argument $soc will cite to strike it down"  
[X Link](https://x.com/HowieDennison/status/2007218828313571600)  2026-01-02T22:33Z [---] followers, [---] engagements


"To me it looks like $soc stalled the ccc till February. By then they will have restarted the pipeline on dec [--] and sold a lot if oil. Thus beating [---] and beating $xom deadlines and reduced an upcoming dilution that would have put them out of business. They bought a month of life. Giving them a minute chance of coming up with an idea on how to beat ccc. Maybe by saying that removing the valves would spill oil as would going out of business and letting the pipeline corrode and spill https://twitter.com/i/web/status/2007281829192118572 https://twitter.com/i/web/status/2007281829192118572"  
[X Link](https://x.com/HowieDennison/status/2007281829192118572)  2026-01-03T02:44Z [---] followers, [---] engagements


"@dwarf_co @Anon9b In truth I think $soc had no choice but to restart. No money for anything else. Swing and find out"  
[X Link](https://x.com/HowieDennison/status/2007973889092337809)  2026-01-05T00:34Z [---] followers, [---] engagements


"Another local $soc news story from tgecsanta barbara independent from January [--] Sable Offshore Wins Court Battle over Oil Pipelines Enviro Groups Vow to Continue the Fight to Stop Restart Permit By Nick Welsh Fri Jan [--] [----] 1:25pm Add on Google Plains All American Pipelines Line [---] Credit: Paul Wellman (file) Updated: Fri. Jan. [--] [----] 3:30pm A two-judge panel from the Ninth Circuit Court of Appeal rejected an emergency appeal filed by Sable Offshores environmental opponents led by the Environmental Defense Center and the Center for Biological Diversity to block the restart permit the"  
[X Link](https://x.com/HowieDennison/status/2008199290548842970)  2026-01-05T15:29Z [---] followers, [----] engagements


"@MrNeverSell My memory is that the $soc pv10 said $10 billion before dilution. And that was aggressive candy included unproven but perhaps likely. But yeah they could find more"  
[X Link](https://x.com/HowieDennison/status/2008220160386085251)  2026-01-05T16:52Z [---] followers, [---] engagements


"@MitchMo0221407 Yeah I think I saw their next meeting is Jan [--]. They don't seem to be on a fast track to do something new against $SOC"  
[X Link](https://x.com/HowieDennison/status/2008309552232419348)  2026-01-05T22:48Z [---] followers, [---] engagements


"@fastTradeKing On the other hand $SOC has [--] business days after business news to file an 8K I think. () Maybe an 8K is not required for all the hydraulic engineering involved in a restart the nitrogen displacement. 8K may announce start of production not progress of restart. Once the restart is over and they are selling oil. The more they can get accomplished before they have to file an 8K the better IMHO because an 8K is just an invitation for all kind of people to come out of the woodwork and begin hating. But hey I don't really know much. And it is possible the shutdown of [---] delayed the"  
[X Link](https://x.com/HowieDennison/status/2008311248715206695)  2026-01-05T22:54Z [---] followers, [---] engagements


"@bmpcapital @FastTradeKing @CorneliaLake Yes I want to hear all that anon has to say about $SOC including names and logic errors and legal errors"  
[X Link](https://x.com/HowieDennison/status/2008313151389909008)  2026-01-05T23:02Z [---] followers, [----] engagements


"@duedillengence Agreed. Yes if $SOC filed an 8K now they would be accused of overstating. And all kind of haters would come out of the wood work"  
[X Link](https://x.com/HowieDennison/status/2008554540413395199)  2026-01-06T15:01Z [---] followers, [---] engagements


"Thanks Victory for posting this information about 930.32(b) regarding $SOC. I am reading it. It seems very positive for $SOC but a little bit troubling that "Federal agencies shall consult with State agencies to the extent that an exigent circumstance allows and shall attempt to seek State agency concurrence prior to addressing the exigent circumstance." Did PHMSA consult with CCC Or maybe it is super clear what the CCC thinks based on court records. Also it seems slightly troubling that "Once the exigent circumstances have passed and if the Federal agency is still carrying out an activity"  
[X Link](https://x.com/HowieDennison/status/2008630012539203617)  2026-01-06T20:01Z [---] followers, [---] engagements


"SB [---] does not define inactive. But cal fire defined active in [----] in a memo that does not include a definition of inactive but which says they follow PHSMA definitions and additionally classify all out of service pipelines as active. This is good for $SOC beyond the likelihood that $SOC started pig'ing the pipeline before the ball dropped in New York City. Two ways for $SOC to win. I think SB [---] was rushed around without much review. https://twitter.com/i/web/status/2008677197993693625 https://twitter.com/i/web/status/2008677197993693625"  
[X Link](https://x.com/HowieDennison/status/2008677197993693625)  2026-01-06T23:08Z [---] followers, [---] engagements


"I don't think someone would need to know it existed to get it via CPRA. They could have filed a request for all emails from CCC to PHSMA (or etc) related to $SOC. BTW CPRA requests related to CCC are routed through the CCC legal department and I think they would typically send an email confirming the request back to the requestor. You could probably launch your own CPRA by sending an email to CCC and ask for all emails related to CPRA requests and narrow down who all asked for it"  
[X Link](https://x.com/HowieDennison/status/2008718396284932352)  2026-01-07T01:52Z [---] followers, [---] engagements


"@VictoryII1 @CorneliaLake Maybe just launch your own info request to find all info requests about $SOC Maybe illegal maybe not"  
[X Link](https://x.com/HowieDennison/status/2008721739166216523)  2026-01-07T02:05Z [---] followers, [---] engagements


"IMHO Bonita is attempting to put $SOC out of business by practicing dilatory law. $SOC cannot really sit there and say "we need this quick because we are out of money" and Bonita is sweeping the knee (Karate kid style). I think $SOC is going to have to sell oil and then dare to Geck to enforce. Selling oil will force the schedule. https://twitter.com/i/web/status/2008895364703617156 https://twitter.com/i/web/status/2008895364703617156"  
[X Link](https://x.com/HowieDennison/status/2008895364703617156)  2026-01-07T13:35Z [---] followers, [---] engagements


"Gemini is saying that ex parte requests are rarely granted and require immediate and irreparable harm like domestic violence and child endangerment. But neither Gemini nor I have legal or financial credentials and offer no advice about $SOC . I agree that the restraining order is causing irreparable harm. https://twitter.com/i/web/status/2008902915935670649 https://twitter.com/i/web/status/2008902915935670649"  
[X Link](https://x.com/HowieDennison/status/2008902915935670649)  2026-01-07T14:05Z [---] followers, [---] engagements


"There may be technical issues with your drone footage. I can't geolocate it. It does not seem to match google maps imagery of the $SOC Las Flores facility which is not visible from [---]. Maybe google maps is what the big guy would call a cheap fake Click to expand the image below to see [---] https://twitter.com/i/web/status/2008927855132942524 https://twitter.com/i/web/status/2008927855132942524"  
[X Link](https://x.com/HowieDennison/status/2008927855132942524)  2026-01-07T15:44Z [---] followers, [----] engagements


"@DirtyRedfish @SLORocker @Anon9b One thing that troubles me is that the California DA is trying to delay Geck's hearing on dismissing the restraining order on $SOC restart. $SOC may not have cash to delay the restart. See the document posted by the @100xCompounding"  
[X Link](https://x.com/HowieDennison/status/2008941623217148363)  2026-01-07T16:39Z [---] followers, [---] engagements


"My actual views in general I see uncertainty. I strayed outside my circle of competence so it is hazy. I think a key was @DReds928 documenting a head nod from the judge when it was mentioned that it was federal. It "seems" like the $SOC should prevail in Federal court based on your citations but I am not an expert. In fact I have learned in life that lawyers never predict outcomes they just offer representation. They don't know either. The crux is $SOC cash . and CA knows that . I am not sure how long $SOC cash will last and I don't know how long the Feds will take. If EDC got a quick"  
[X Link](https://x.com/HowieDennison/status/2009024648445411633)  2026-01-07T22:09Z [---] followers, [---] engagements


"@QGornt @ESGhound @SLORocker @BaronArchimede Agree that environmentalism replaced christianity. Agree that stopping $SOC is the one and only goal"  
[X Link](https://x.com/HowieDennison/status/2009619262785376500)  2026-01-09T13:32Z [---] followers, [---] engagements


"@nataninvesting @Criostasi @Natan what are your thoughts on $PYPL increasing debt to evidently buy back shares and increase ROE"  
[X Link](https://x.com/HowieDennison/status/2009972335860916415)  2026-01-10T12:55Z [---] followers, [--] engagements


"@Similarweb Evidently @Similarweb only measures traffic to and I rarely access gemini by those methods. I suspect that the absolute numbers are not reliable. The trend might be reliable. $GOOG http://chatgpt.com http://gemini.google.com http://chatgpt.com http://gemini.google.com"  
[X Link](https://x.com/HowieDennison/status/2010032361585684556)  2026-01-10T16:53Z [---] followers, [--] engagements


"@Woirble @grokandchatgpt I believe you but kindly explain why Anderle's injunction does not prevent $SOC restart"  
[X Link](https://x.com/HowieDennison/status/2011256943105749084)  2026-01-14T01:59Z [---] followers, [---] engagements


"@Woirble @grokandchatgpt Okay Grok points out that the injunction against $SOC says "No Restart Plan has yet been approved and restart of the Pipelines is not at issue in this litigation.""  
[X Link](https://x.com/HowieDennison/status/2011260069191827871)  2026-01-14T02:12Z [---] followers, [---] engagements


"@TallSeller @nataninvesting I think there is a nuance. The competitive position may be declining but the overall area is growing so $PYPL is growing. I am hoping everyone sells based on the competitive position so the price goes way down so I can have higher odds of making money"  
[X Link](https://x.com/HowieDennison/status/2011262752434921686)  2026-01-14T02:23Z [---] followers, [---] engagements


"@devineni6 @nataninvesting I have my limit order in for $PYPL at $50/share"  
[X Link](https://x.com/HowieDennison/status/2011282148402348391)  2026-01-14T03:40Z [---] followers, [--] engagements


"$PYPL debt increased in the last few years. I might surmise that at least some of the debt allowed more shares to be bought back. On the one hand that seems sketch or at least worth knowing. On the other hand if the shares are undervalued it is a brilliant move though possibly increasing overall corporate risk. https://twitter.com/i/web/status/2012352915915063578 https://twitter.com/i/web/status/2012352915915063578"  
[X Link](https://x.com/HowieDennison/status/2012352915915063578)  2026-01-17T02:34Z [---] followers, [---] engagements


"My opinion is that it is impossible for $SOC to ever get any California permit. If there is a California organization or agency or politician or judge they will deny the permit and there are dozens of them. But is looks () like the Trump administration can override I have no credentials in finance or law my positions can change at any time I offer no advice and I write only for my own amusement. https://twitter.com/i/web/status/2013102694446010448 https://twitter.com/i/web/status/2013102694446010448"  
[X Link](https://x.com/HowieDennison/status/2013102694446010448)  2026-01-19T04:14Z [---] followers, [----] engagements


"@ESGhound @sonnejayy @newmork @duedillengence the CCC ducked behind the couch on that one $SOC"  
[X Link](https://x.com/HowieDennison/status/2013618014155948159)  2026-01-20T14:22Z [---] followers, [---] engagements


"Agreed. $SOC has always been some nebulous bet on relative upside and downside except when people had inside info. And my experience is even that even many people with a deep legal backgrounds don't know. Lawyers never guarantee outcomes but rather only sell representation. As one lawyer once said "you never know what a judge or jury will do". https://twitter.com/i/web/status/2013619121250865368 https://twitter.com/i/web/status/2013619121250865368"  
[X Link](https://x.com/HowieDennison/status/2013619121250865368)  2026-01-20T14:26Z [---] followers, [---] engagements


"Is this a typo because this sentence says it will diminish $PDD and then says it will benefit $PDD "I believe this kind of algorithm cant be stopped completely but it will definitely diminish $PDD and TikTok Shop Chinas e-commerce advantages. $JD and $PDD will be the ones that benefit.""  
[X Link](https://x.com/HowieDennison/status/2017422383347286051)  2026-01-31T02:19Z [---] followers, [--] engagements


"What innovation do you advise for $PYPL. I see them participating in many ways . paypal/venmo credit/debit card BHPL venmo seems to be popular with the young they have infrastructure products. They are active in sending money. What other products and strategies do you think are possible I am aware of competitors with lower fees in some areas. https://twitter.com/i/web/status/2012354378288480494 https://twitter.com/i/web/status/2012354378288480494"  
[X Link](https://x.com/HowieDennison/status/2012354378288480494)  2026-01-17T02:40Z [---] followers, [---] engagements


"I absolutely love the $PDD quarterly earnings calls. I have never heard anything worse. They have no emotion. No excitement. Just talk about the horrible uncertain future. It drives down prices even to the level that I will buy. Every answer to every question is how they money they will help their sellers (and maybe buyers). Their volume is so low that I cannot hear many of the words and phrases. That is my kind of earnings call. https://twitter.com/i/web/status/2017330520024354863 https://twitter.com/i/web/status/2017330520024354863"  
[X Link](https://x.com/HowieDennison/status/2017330520024354863)  2026-01-30T20:14Z [---] followers, [---] engagements


"@varunv_malhotra $PDD even commits the unforgivable sin during their calls. They fail to mention AI even once. That's great for creating buying conditions"  
[X Link](https://x.com/HowieDennison/status/2017331104714310054)  2026-01-30T20:16Z [---] followers, [---] engagements


"@the_zack_zhu Ah maybe this is why $PDD earning calls drone on about how they are investing to help the sellers"  
[X Link](https://x.com/HowieDennison/status/2017422097421570067)  2026-01-31T02:18Z [---] followers, [--] engagements


"@nataninvesting What is your opinion of the news that the Chinese government created more rules/laws for online commerce companies like $BABA and $PDD"  
[X Link](https://x.com/HowieDennison/status/2017686267283022100)  2026-01-31T19:47Z [---] followers, [---] engagements


"Justen thanks for this info. Do you have information on the impact of the USA eliminating des minimis in May [----] on $PDD The best information I have is found in substack "Tech Buzz China Insider" substack and on this link but it is not current since it does not cover the most recent few months https://backlinko.com/temu-stats https://backlinko.com/temu-stats"  
[X Link](https://x.com/HowieDennison/status/2017692295915876535)  2026-01-31T20:11Z [---] followers, [--] engagements


"@MartinMLynch @davidmarcus I use the paypal button whenever possible because I don't entrust my credit card number to my browser. And 3% back on the paypal credit card is better than most credit card rewards"  
[X Link](https://x.com/HowieDennison/status/2019230470542860457)  2026-02-05T02:03Z [---] followers, [---] engagements


"@11thestate Impressive. Long $PDD"  
[X Link](https://x.com/HowieDennison/status/2020935760715841579)  2026-02-09T19:00Z [---] followers, [---] engagements


"@Anthony65092926 @SBA_Kelly announced suspected $9 billion of California pandemic loan fraud. Don't worry @AGRobBonta will defend them all when he is not too busy fighting $SOC to prevent California from reaping oil production royalties"  
[X Link](https://x.com/HowieDennison/status/2019980183382757499)  2026-02-07T03:42Z [---] followers, [---] engagements


"@MrNeverSell When the $SOC price starts going up @hntrbrkmedia posts. Waiting for that shoe"  
[X Link](https://x.com/HowieDennison/status/2021315158308462802)  2026-02-10T20:07Z [---] followers, [---] engagements


"$EDC_action OSFM @gavinnewsom asleep at the wheel for yet another fire / pipeline disaster. Can't anyone do their job anymore They get taxes and/or donations but they don't protect California. Why is California still using natgas Why are people still driving non-electric vehicles on the nearby expressway $SOC https://twitter.com/i/web/status/2005743188603199713 https://twitter.com/i/web/status/2005743188603199713"  
[X Link](https://x.com/HowieDennison/status/2005743188603199713)  2025-12-29T20:50Z [---] followers, [--] engagements


"Good article summarize pushback against $PDD around the word. IMHO everyone is trying to throw the book at them because of their great success and low prices. They are throwing bureaucracy. I have no investment or financial or legal credentials my positions may change frequently and I write only for my own amusement. https://twitter.com/i/web/status/2021088633650905191 https://twitter.com/i/web/status/2021088633650905191"  
[X Link](https://x.com/HowieDennison/status/2021088633650905191)  2026-02-10T05:07Z [---] followers, [--] engagements


"Very insightful point about $SOC. But there were the [--] million shares sold to Continental at the end of January which would yield something like $80 million If so they might be good for another quarter at a quarterly burn rate of $100 million without any unexpected development to pop the stock price. Disclaimer: I have no credentials offer no advice and may change my positions at any time. I write only for my own amusement. https://twitter.com/i/web/status/2022042517877686703 https://twitter.com/i/web/status/2022042517877686703"  
[X Link](https://x.com/HowieDennison/status/2022042517877686703)  2026-02-12T20:17Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@HowieDennison Avatar @HowieDennison Howie Dennison

Howie Dennison posts on X about $soc, $pdd, money, business the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

Engagements Line Chart

  • [--] Week [---] +74%
  • [--] Month [-----] -75%
  • [--] Months [------] +587%

Mentions: [--] #

Mentions Line Chart

  • [--] Months [--] +131%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] no change
  • [--] Month [---] +1.40%
  • [--] Months [---] +12%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance technology brands countries automotive brands pga golfers cryptocurrencies travel destinations social networks

Social topic influence $soc #89, $pdd #37, money, business, $pypl, $googl, soc, agencies, marshall, $xom

Top accounts mentioned or mentioned by @fasttradeking @osbornecoggs @esghound @cornelialake @100xcompounding @duedillengence @nataninvesting @jasonstrom84409 @jasonstrom @qgornt @lipsman @brkelleran @ctfnnews @wishywishing @mikeumbro @gursharnx @anon9b @mrneversell @slorocker @woirble

Top assets mentioned Sable Offshore Corp. (SOC) PayPal Holdings Inc (PYPL) Alphabet Inc Class A (GOOGL) Exxon Mobil (XOM) Alibaba Group (BABA) CSX Corporation (CSX) Validity (VAL)

Top Social Posts

Top posts by engagements in the last [--] hours

"My wild guess about what will happen is that the fire marshall will put in writing why he is okay with the waiver (like everyone involved in the federal consent decree thinks the extensive steps taken instead of a cathodic pipeline) and then LFG will get to say why the fire marshall is wrong. But I "think" she does not get to be the expert. the fire marshall is the designated expert. Then the judge will say whether LFG is likely to prevail on her claims that the person in charge (fire marshall) is not the person in charge. The judge will then say LFG is not likely to prevail. But I have no"
X Link 2025-07-19T16:03Z [---] followers, [--] engagements

"Please explain to me if I am wrong. My impression and understanding is that this is all about the fire marshall leaving blank a space where he was supposed to explain why he granted a waver on cathode technology since sable has gone above and beyond with alternate means (cutoff valves inspections etc). and i think the public was supposed to be able to comment on the reason for his waiver. but the decision on why he granted the waiver rests with the fire marshall not EDC not a room full of crazed protesters. the judge doesn't get to decide if the fire marshalls reasoning is good. it is just"
X Link 2025-07-21T01:16Z [---] followers, [--] engagements

"@nickz34 @JasonStrom84409 The extra power is going to have to come from coal. GEV is only increasing gas turbine production modestly as are Mitsubishi and Siemens. Wind and solar will not work"
X Link 2025-07-22T19:43Z [---] followers, [--] engagements

"I am guessing that now is the time for Sable to appeal based on the supremacy clause. I had not previously realized that by California law the CCC retained the authority to tell the LCP (county) what to do and the county refused to act on the CCC's request to call it development. But the county could not act on the CCC's request because of the federal consent decree because of they violated that they would have exposure to the takings clause. Google tells me that when a federal consent decree conflicts with local law usually the consent decree wins (but I don't understand any possible"
X Link 2025-07-23T01:01Z [---] followers, [----] engagements

"A few questions. 1.) Geck/EDC will say that a CCC development/restoration permit will be required before pumping right 2.) It will be tough to claim that CCC "took" the oil away from Sable because they will say all they have to do is apply for some permits and gets approval that they "restored". RIght The only hope here is federal supremacy but all the other court cases have to resolve first right"
X Link 2025-07-25T00:41Z [---] followers, [--] engagements

"@pjhpompanobeach I thought there were [--] issues: timing (CCC was stalling) and extent (CCC was trying to limit it to administrative only). Did it get broadened I hope all the snarky emails like "no drilling over my dead body" will come to light"
X Link 2025-07-29T18:00Z [---] followers, [---] engagements

"$SOC Below is an email that EDC sent out July [--] trying to make the state park easement extension the next battleground. I drove there a few months ago to see if anything material had changed to see if there was going to be a material problem. I found no problems. The ranger did not know where the pipeline was which means it was not within his top [---] problems. I found an active railroad and expressway running through the "sensitive habitat". I found septic systems inside the park that appeared to drain sewage from outside the park. I finally saw about [--] yards of slightly greener grass"
X Link 2025-08-05T01:04Z [---] followers, [----] engagements

"@TylerHardt @arbanaut The takeaway is that 1.) EDC/CCC has been distracting the fire marshal from stopping California burning down by endless pestering. 2.) Lots of red legged frogs died in this fire 3.) Therefore the EDC/CCC is killing red legged frogs"
X Link 2025-08-05T17:16Z [---] followers, [---] engagements

"I am hoping for something like what happened with the Mountain Valley Pipeline (MVP) in West Virginia. It got 99% built but the courts shut it down on the very last stream crossing. WVa Senator Manchin had an agreement with Biden/Schumer for legislation to put it through in return for his vote but he got screwed. Something else came along that they needed Manchin's vote for and finally the feds passed something to put allow the MVP. Hoping for something similar for Sable $SOC"
X Link 2025-08-08T22:51Z [---] followers, [--] engagements

"@OsborneCoggs I think the task is to file "all required permits" Maybe they are waiting for the state park They will likely say they don't need a CCC development permit and they don't need the SBC transfer from Exxon $SOC"
X Link 2025-08-12T13:14Z [---] followers, [----] engagements

"I am long SOC so I am trying to understand the federal leverage and supremacy. I am reading consent decree 2:20-cv-02415 [----] [---] pages. It reads in part as I pasted in below. It just says sable needs to apply for local permits and they need to come in a timely manner. Right now the greens are trying to bury in permits. And although the pipeline repair work is done I am thinking CCC still has leverage on a "restoration permit" . plant more grass move some pebbles all when no species is mating and it is not the rainy season which leaves [--] days a year. And I don't see Santa Barbara as a party."
X Link 2025-08-13T16:34Z [---] followers, [---] engagements

"@JasonStrom84409 @gurgavin $CSX Offer will be 30% premium. Almost everyone is served by [--] railroads. My bet is in. I am long"
X Link 2025-08-14T19:12Z [---] followers, [---] engagements

"Regarding "maybe the FM really does want everything buttoned up with all agencies" . see screenshot below from the OSFM website where he again states all agencies must approve first. Correct me if I am wrong but this means that $SOC has to beat CCC in court with a Jury composed of Californians beat EDC/SBC in federal court with a jury from CA and then sable must wait [--] days for EDC to then submit some other ridiculous complaint in geckos court all while the legislature dreams up brand new laws. I just took my profits and hope to buy in lower with the same portfolio percentage that Li Lu"
X Link 2025-08-18T20:23Z [---] followers, [----] engagements

"@BR_Kelleran From today's babylon bee satire site $SOC:"
X Link 2025-08-24T04:28Z [---] followers, [----] engagements

"$SOC Thank very much Just to try to understand the flip side to always think critically one difference is that sable actually did something (maintenance) whereas Oceana Dunes did nothing nothing but act like a pinata. I have to go back and reread the california coastal act but I think what gave the CCC the idea of intervening was that it could say that SBC did not interpret the code correctly. Whereas the county in Oceana Dunes did nothing"
X Link 2025-08-26T22:41Z [---] followers, [----] engagements

"@ctfn_news State parks argument seems weak. They were a party to the federal settlement. Gaviota state park is not pristine. It has an expressway and railroad running through it . And septic leach beds for people outside the park. $soc"
X Link 2025-08-28T21:29Z [---] followers, [----] engagements

"@ctfn_news By law the tie means the original committee vote stands. It is in favor of sable $soc"
X Link 2025-08-28T22:13Z [---] followers, [----] engagements

"@rhmstrd @darknorthacct2 @levandovsky @PhilMickelson @FastTradeKing @WishyWishing @HFI_Research @JasonStrom84409 I believe this. I have heard similar. Do you have more details on what hardware changes would be needed $SOC"
X Link 2025-09-19T14:34Z [---] followers, [---] engagements

"The way the refinery in LA works is that tankers do not dock. There is a pipeline that goes from the refinery to a locaiton miles offshore. Tankers mostly from alaska pull up and unload their oil into the pipeline. Thus these tankers from alaska comply with the law. And sable could too"
X Link 2025-09-19T17:30Z [---] followers, [--] engagements

"@100xCompounding From the news: Phil Mickelson condemns Rep. Ilhan Omar for Charlie Kirk insults: 'hopefully she'll be sent back to Somalia'"
X Link 2025-09-21T00:02Z [---] followers, [--] engagements

"@FastTradeKing @Jhallacher @WishyWishing @BSEEgov @SecretaryBurgum Why does the bill need to reclarify something that is so clear $SOC"
X Link 2025-09-23T15:53Z [---] followers, [---] engagements

"@MikeUmbro The Santa Barbara channel was one massive oil slick when the first explorers arrived. Per Wikipedia's article "Offshore oil and gas in California""
X Link 2025-09-23T16:51Z [---] followers, [--] engagements

"@JasonStrom_ I continue to believe the $SOC oil can be taken to LA by tanker and sold. Tankers from Alaska do NOT pull into the LA harbor. The offload using an oil pipeline that extends to a couple miles out. Ergo the oil is delivered by pipeline. QED"
X Link 2025-09-24T14:36Z [---] followers, [----] engagements

"@100xCompounding I called both of his office (SB and Sacremento) and left a message asking what the governor said at the signing ceremony. I did not get call back. This reinforces the message made by @100xCompounding about $SOC"
X Link 2025-09-24T20:20Z [---] followers, [----] engagements

"This is the best question/post I have seen in a long time. Forced me to think. Google Gemini (see attached photo) says Exxon was doing that for a long time but local residents were going berserk. I am vaguely aware from previous googles that at one point $XOM was sending stuff on shore to their big holding tank at Las Flores and bringing tankers to shore but the locals were going berserk on that also so they "settled" and built the pipeline which the locals thought was safer. In some sense then the locals CAUSED the Refugio oil spill from their (previously) beloved and demanded pipeline. But"
X Link 2025-09-25T12:25Z [---] followers, [---] engagements

"@MikeUmbro Fpso alternative may be a defense to $soc takings claim"
X Link 2025-09-29T17:58Z [---] followers, [---] engagements

"@FastTradeKing I think the state broke the contract with $SOC by saying no to the pipeline (until and unless the OSFM approves it). And CCC put new requirements on it. And the new bill puts new requirements on it"
X Link 2025-09-30T14:31Z [---] followers, [---] engagements

"@investacct2 Basically california was responsible for the pipeline oil spill because they wanted the pipeline not the barges. They have to make up their mind about $SOC"
X Link 2025-09-30T16:54Z [---] followers, [---] engagements

"@100xCompounding Lots of natural seepage. VIdeo from [--] years ago. $SOC will clean this up. https://youtu.be/xpPVakCYleM https://youtu.be/xpPVakCYleM"
X Link 2025-10-01T17:49Z [---] followers, [----] engagements

"@BR_Kelleran Seems to be low on facts high on narrative. $SOC"
X Link 2025-10-03T20:43Z [---] followers, [----] engagements

"@NStepmum $SOC plan C: takings lawsuit for $11 billion"
X Link 2025-10-03T21:16Z [---] followers, [---] engagements

"@pcebotte @Gursharnx What would Li Lu sell to get the money to buy more $SOC"
X Link 2025-10-05T00:40Z [---] followers, [---] engagements

"@FastTradeKing Even if the DA puts each $SOC employee in jail the oil can still flow federally. A $10 billion fine would be of more concern but that would be unconstitutional as cruel and unusual punishment"
X Link 2025-10-05T00:47Z [---] followers, [---] engagements

"@ESGhound Perhaps it is significant that $SOC is asking for damages from CCC not OSFM. If $SOC knew that OSFM was withholding approval then $SOC would sue OSFM"
X Link 2025-10-06T13:58Z [---] followers, [----] engagements

"@FastTradeKing @ESGhound Three ways for $SOC to win: 1.) pipeline 2.) FPSO 3.) $11 billion takings claim. Even if they go FPSO they can still get the value of the pipeline and storage facilities"
X Link 2025-10-07T21:26Z [---] followers, [---] engagements

"@OsborneCoggs Feeling sad. I want the $soc price to drop to $1 so I can buy more. Edc/ccc/Newsome are incompetent . Would be horrible short sellers"
X Link 2025-10-08T18:45Z [---] followers, [----] engagements

"@FastTradeKing Kindly share where you pulled the hedge fund report from"
X Link 2025-10-08T18:51Z [---] followers, [--] engagements

"@OsborneCoggs The longer he takes to write it the higher the favorable odds for $soc"
X Link 2025-10-14T22:35Z [---] followers, [----] engagements

"@xio9240 @BridgingtonHol Do you have a reference for that"
X Link 2025-08-15T19:04Z [---] followers, [--] engagements

"@FastTradeKing And what are the local andcstate laws that apply to federal waters for $soc"
X Link 2025-10-15T19:34Z [---] followers, [----] engagements

"Thanks Somewhere in my study of $VAL I have seen statements that almost all drill ships etc need capital improvements to comply with the custom needs of the contract. The good news is that it seems that the regulations only apply AFTER going into production So it is a little harder for CA to block before getting started. Also those state requirements seem to be initiated by the Trump administration so maybe they could be uninitiated Or maybe there was a reason why the Trump admin incuded them. Finally I see that the california clean air act comes becasue of a federally granted waver which has"
X Link 2025-10-16T00:32Z [---] followers, [--] engagements

"@Gov_Milledge How do we know that state waivers require ccc permitting I am not arguing. Just trying to learn more about $soc because I am long"
X Link 2025-10-24T02:29Z [---] followers, [---] engagements

"@UO_TDs_89 No disrespect here. Just a question. Is this the person with ultimate authority on California wild fires Or does he not control local fires departments"
X Link 2025-10-24T10:28Z [---] followers, [--] engagements

"@OsborneCoggs $soc I am not seeing any dial in info"
X Link 2025-11-03T12:25Z [---] followers, [---] engagements

"From Gemini: "Yes a federal consent decree can be overturned or modified but it requires a court order and a strong showing of changed circumstances fraud or error as these decrees are court orders with contractual elements often modified under FRCP 60(b) by proving significant shifts in law or fact or if the decree's goals are met or become detrimental though courts maintain strict standards. " Maybe $SOC will just use their historical approach: just start pumping oil through the pipeline and let the lawyers catch up a few months later LOL"
X Link 2025-12-18T16:08Z [---] followers, [---] engagements

"@QGornt The Santa Barbera newspaper is reporting that OSFM was responsible for the [----] spill OMG. $SOC forever If PHMSA needs more employees Big Jim might be available for after hours oversight"
X Link 2025-12-19T20:46Z [---] followers, [----] engagements

"I am long $PDD also. I don't care about professionalism but the fist fight triggers my recollections of Jack Ma $BABA criticizing the Chinese government. Munger was critical of Ma. A cultural problem. Hopefully the fighters getting fired negate the problem especially since they were rank and file employees"
X Link 2025-12-20T06:59Z [---] followers, [--] engagements

"@Lipsman Does anyone know why they skipped the US District court and went to the US Court of appeals for the 9th circuit What did the district court do that they are appealing $SOC"
X Link 2025-12-26T23:43Z [---] followers, [---] engagements

"I logged into PACER and spent a very few brief minutes scanning the $SOC response. I have no legal or investment credentials and do not give investment advice. I have either a short or long interest in $SOC. In summary in my opinion only which is often wrong $SOC is saying EDC has not identified a specific danger only generalized oil/gas/pipeline danger that the West coast has a declared oil/gas emergency that the executive branch has the right to do stuff that the consent decree is binding that the consent decree is being followed and that $SOC would suffer irreparable harm from a stay"
X Link 2025-12-30T19:47Z [---] followers, [----] engagements

"@QGornt In other words where is the complaint from the california AG or the santa barbera lawyer $SOC"
X Link 2025-12-31T01:52Z [---] followers, [----] engagements

"@JasonStrom_ Bloomberg seems to think $SOC has all the blessing it needs"
X Link 2025-12-31T22:59Z [---] followers, [----] engagements

"@WinnerMon1 @OsborneCoggs If $SOC is filling the line I believe that is physical confirmation that it is active"
X Link 2025-12-31T23:52Z [---] followers, [---] engagements

"@Dan_Sitz @duedillengence Maybe finding PHMSA trick was the result of endless reading through all the laws and making a huge number of phone calls with many conferences with their lawyers. Not sure. But I don't know anything for sure. $SOC"
X Link 2026-01-01T02:51Z [---] followers, [---] engagements

"@Lipsman @JasonStrom_ The consent decree says local permits must be granted in a timely manner. There is absolutely no reason for the parks to hold off on granting a renewal or the lease. I don't see how CA can beat $SOC on that. But yeah a national monument would work"
X Link 2026-01-01T02:55Z [---] followers, [---] engagements

"The geck injunction against $soc was based on a lawsuit about osfm leaving one answer blank in a preliminary document. The ommitted answer was obvious to all. Since osfm is now na the entire injunction is na. Maybe sable should have spent [--] months explaining that to geck but sable had only a few days to live. They need to sell oil to get money to explain that. edc effectively admitted that by asking for a federal emergency injunction. If sable now removes the new valves oil will spill everywhere and many red legged frogs will die the ones not run over in gaviota Park by the freeway cars or"
X Link 2026-01-01T14:37Z [---] followers, [---] engagements

"@CorneliaLake Reverse the $soc restart. Take out the valves. Dump all the oil"
X Link 2026-01-01T18:46Z [---] followers, [---] engagements

"@CorneliaLake Who will pay for the $soc restart reverse Sable will be out of business. Edc should pay"
X Link 2026-01-01T18:47Z [---] followers, [---] engagements

"@FastTradeKing @jcposadas12 @ESGhound Except for state and state agencies and county who signed onto the consent decree for $soc pipeline"
X Link 2026-01-02T01:55Z [---] followers, [---] engagements

"@OsborneCoggs I think $soc might have [--] business days if gemini happens to be right"
X Link 2026-01-02T18:13Z [---] followers, [---] engagements

"@MachiavelliCap Can anyone guess what legal argument $soc will cite to strike it down"
X Link 2026-01-02T22:33Z [---] followers, [---] engagements

"To me it looks like $soc stalled the ccc till February. By then they will have restarted the pipeline on dec [--] and sold a lot if oil. Thus beating [---] and beating $xom deadlines and reduced an upcoming dilution that would have put them out of business. They bought a month of life. Giving them a minute chance of coming up with an idea on how to beat ccc. Maybe by saying that removing the valves would spill oil as would going out of business and letting the pipeline corrode and spill https://twitter.com/i/web/status/2007281829192118572 https://twitter.com/i/web/status/2007281829192118572"
X Link 2026-01-03T02:44Z [---] followers, [---] engagements

"@dwarf_co @Anon9b In truth I think $soc had no choice but to restart. No money for anything else. Swing and find out"
X Link 2026-01-05T00:34Z [---] followers, [---] engagements

"Another local $soc news story from tgecsanta barbara independent from January [--] Sable Offshore Wins Court Battle over Oil Pipelines Enviro Groups Vow to Continue the Fight to Stop Restart Permit By Nick Welsh Fri Jan [--] [----] 1:25pm Add on Google Plains All American Pipelines Line [---] Credit: Paul Wellman (file) Updated: Fri. Jan. [--] [----] 3:30pm A two-judge panel from the Ninth Circuit Court of Appeal rejected an emergency appeal filed by Sable Offshores environmental opponents led by the Environmental Defense Center and the Center for Biological Diversity to block the restart permit the"
X Link 2026-01-05T15:29Z [---] followers, [----] engagements

"@MrNeverSell My memory is that the $soc pv10 said $10 billion before dilution. And that was aggressive candy included unproven but perhaps likely. But yeah they could find more"
X Link 2026-01-05T16:52Z [---] followers, [---] engagements

"@MitchMo0221407 Yeah I think I saw their next meeting is Jan [--]. They don't seem to be on a fast track to do something new against $SOC"
X Link 2026-01-05T22:48Z [---] followers, [---] engagements

"@fastTradeKing On the other hand $SOC has [--] business days after business news to file an 8K I think. () Maybe an 8K is not required for all the hydraulic engineering involved in a restart the nitrogen displacement. 8K may announce start of production not progress of restart. Once the restart is over and they are selling oil. The more they can get accomplished before they have to file an 8K the better IMHO because an 8K is just an invitation for all kind of people to come out of the woodwork and begin hating. But hey I don't really know much. And it is possible the shutdown of [---] delayed the"
X Link 2026-01-05T22:54Z [---] followers, [---] engagements

"@bmpcapital @FastTradeKing @CorneliaLake Yes I want to hear all that anon has to say about $SOC including names and logic errors and legal errors"
X Link 2026-01-05T23:02Z [---] followers, [----] engagements

"@duedillengence Agreed. Yes if $SOC filed an 8K now they would be accused of overstating. And all kind of haters would come out of the wood work"
X Link 2026-01-06T15:01Z [---] followers, [---] engagements

"Thanks Victory for posting this information about 930.32(b) regarding $SOC. I am reading it. It seems very positive for $SOC but a little bit troubling that "Federal agencies shall consult with State agencies to the extent that an exigent circumstance allows and shall attempt to seek State agency concurrence prior to addressing the exigent circumstance." Did PHMSA consult with CCC Or maybe it is super clear what the CCC thinks based on court records. Also it seems slightly troubling that "Once the exigent circumstances have passed and if the Federal agency is still carrying out an activity"
X Link 2026-01-06T20:01Z [---] followers, [---] engagements

"SB [---] does not define inactive. But cal fire defined active in [----] in a memo that does not include a definition of inactive but which says they follow PHSMA definitions and additionally classify all out of service pipelines as active. This is good for $SOC beyond the likelihood that $SOC started pig'ing the pipeline before the ball dropped in New York City. Two ways for $SOC to win. I think SB [---] was rushed around without much review. https://twitter.com/i/web/status/2008677197993693625 https://twitter.com/i/web/status/2008677197993693625"
X Link 2026-01-06T23:08Z [---] followers, [---] engagements

"I don't think someone would need to know it existed to get it via CPRA. They could have filed a request for all emails from CCC to PHSMA (or etc) related to $SOC. BTW CPRA requests related to CCC are routed through the CCC legal department and I think they would typically send an email confirming the request back to the requestor. You could probably launch your own CPRA by sending an email to CCC and ask for all emails related to CPRA requests and narrow down who all asked for it"
X Link 2026-01-07T01:52Z [---] followers, [---] engagements

"@VictoryII1 @CorneliaLake Maybe just launch your own info request to find all info requests about $SOC Maybe illegal maybe not"
X Link 2026-01-07T02:05Z [---] followers, [---] engagements

"IMHO Bonita is attempting to put $SOC out of business by practicing dilatory law. $SOC cannot really sit there and say "we need this quick because we are out of money" and Bonita is sweeping the knee (Karate kid style). I think $SOC is going to have to sell oil and then dare to Geck to enforce. Selling oil will force the schedule. https://twitter.com/i/web/status/2008895364703617156 https://twitter.com/i/web/status/2008895364703617156"
X Link 2026-01-07T13:35Z [---] followers, [---] engagements

"Gemini is saying that ex parte requests are rarely granted and require immediate and irreparable harm like domestic violence and child endangerment. But neither Gemini nor I have legal or financial credentials and offer no advice about $SOC . I agree that the restraining order is causing irreparable harm. https://twitter.com/i/web/status/2008902915935670649 https://twitter.com/i/web/status/2008902915935670649"
X Link 2026-01-07T14:05Z [---] followers, [---] engagements

"There may be technical issues with your drone footage. I can't geolocate it. It does not seem to match google maps imagery of the $SOC Las Flores facility which is not visible from [---]. Maybe google maps is what the big guy would call a cheap fake Click to expand the image below to see [---] https://twitter.com/i/web/status/2008927855132942524 https://twitter.com/i/web/status/2008927855132942524"
X Link 2026-01-07T15:44Z [---] followers, [----] engagements

"@DirtyRedfish @SLORocker @Anon9b One thing that troubles me is that the California DA is trying to delay Geck's hearing on dismissing the restraining order on $SOC restart. $SOC may not have cash to delay the restart. See the document posted by the @100xCompounding"
X Link 2026-01-07T16:39Z [---] followers, [---] engagements

"My actual views in general I see uncertainty. I strayed outside my circle of competence so it is hazy. I think a key was @DReds928 documenting a head nod from the judge when it was mentioned that it was federal. It "seems" like the $SOC should prevail in Federal court based on your citations but I am not an expert. In fact I have learned in life that lawyers never predict outcomes they just offer representation. They don't know either. The crux is $SOC cash . and CA knows that . I am not sure how long $SOC cash will last and I don't know how long the Feds will take. If EDC got a quick"
X Link 2026-01-07T22:09Z [---] followers, [---] engagements

"@QGornt @ESGhound @SLORocker @BaronArchimede Agree that environmentalism replaced christianity. Agree that stopping $SOC is the one and only goal"
X Link 2026-01-09T13:32Z [---] followers, [---] engagements

"@nataninvesting @Criostasi @Natan what are your thoughts on $PYPL increasing debt to evidently buy back shares and increase ROE"
X Link 2026-01-10T12:55Z [---] followers, [--] engagements

"@Similarweb Evidently @Similarweb only measures traffic to and I rarely access gemini by those methods. I suspect that the absolute numbers are not reliable. The trend might be reliable. $GOOG http://chatgpt.com http://gemini.google.com http://chatgpt.com http://gemini.google.com"
X Link 2026-01-10T16:53Z [---] followers, [--] engagements

"@Woirble @grokandchatgpt I believe you but kindly explain why Anderle's injunction does not prevent $SOC restart"
X Link 2026-01-14T01:59Z [---] followers, [---] engagements

"@Woirble @grokandchatgpt Okay Grok points out that the injunction against $SOC says "No Restart Plan has yet been approved and restart of the Pipelines is not at issue in this litigation.""
X Link 2026-01-14T02:12Z [---] followers, [---] engagements

"@TallSeller @nataninvesting I think there is a nuance. The competitive position may be declining but the overall area is growing so $PYPL is growing. I am hoping everyone sells based on the competitive position so the price goes way down so I can have higher odds of making money"
X Link 2026-01-14T02:23Z [---] followers, [---] engagements

"@devineni6 @nataninvesting I have my limit order in for $PYPL at $50/share"
X Link 2026-01-14T03:40Z [---] followers, [--] engagements

"$PYPL debt increased in the last few years. I might surmise that at least some of the debt allowed more shares to be bought back. On the one hand that seems sketch or at least worth knowing. On the other hand if the shares are undervalued it is a brilliant move though possibly increasing overall corporate risk. https://twitter.com/i/web/status/2012352915915063578 https://twitter.com/i/web/status/2012352915915063578"
X Link 2026-01-17T02:34Z [---] followers, [---] engagements

"My opinion is that it is impossible for $SOC to ever get any California permit. If there is a California organization or agency or politician or judge they will deny the permit and there are dozens of them. But is looks () like the Trump administration can override I have no credentials in finance or law my positions can change at any time I offer no advice and I write only for my own amusement. https://twitter.com/i/web/status/2013102694446010448 https://twitter.com/i/web/status/2013102694446010448"
X Link 2026-01-19T04:14Z [---] followers, [----] engagements

"@ESGhound @sonnejayy @newmork @duedillengence the CCC ducked behind the couch on that one $SOC"
X Link 2026-01-20T14:22Z [---] followers, [---] engagements

"Agreed. $SOC has always been some nebulous bet on relative upside and downside except when people had inside info. And my experience is even that even many people with a deep legal backgrounds don't know. Lawyers never guarantee outcomes but rather only sell representation. As one lawyer once said "you never know what a judge or jury will do". https://twitter.com/i/web/status/2013619121250865368 https://twitter.com/i/web/status/2013619121250865368"
X Link 2026-01-20T14:26Z [---] followers, [---] engagements

"Is this a typo because this sentence says it will diminish $PDD and then says it will benefit $PDD "I believe this kind of algorithm cant be stopped completely but it will definitely diminish $PDD and TikTok Shop Chinas e-commerce advantages. $JD and $PDD will be the ones that benefit.""
X Link 2026-01-31T02:19Z [---] followers, [--] engagements

"What innovation do you advise for $PYPL. I see them participating in many ways . paypal/venmo credit/debit card BHPL venmo seems to be popular with the young they have infrastructure products. They are active in sending money. What other products and strategies do you think are possible I am aware of competitors with lower fees in some areas. https://twitter.com/i/web/status/2012354378288480494 https://twitter.com/i/web/status/2012354378288480494"
X Link 2026-01-17T02:40Z [---] followers, [---] engagements

"I absolutely love the $PDD quarterly earnings calls. I have never heard anything worse. They have no emotion. No excitement. Just talk about the horrible uncertain future. It drives down prices even to the level that I will buy. Every answer to every question is how they money they will help their sellers (and maybe buyers). Their volume is so low that I cannot hear many of the words and phrases. That is my kind of earnings call. https://twitter.com/i/web/status/2017330520024354863 https://twitter.com/i/web/status/2017330520024354863"
X Link 2026-01-30T20:14Z [---] followers, [---] engagements

"@varunv_malhotra $PDD even commits the unforgivable sin during their calls. They fail to mention AI even once. That's great for creating buying conditions"
X Link 2026-01-30T20:16Z [---] followers, [---] engagements

"@the_zack_zhu Ah maybe this is why $PDD earning calls drone on about how they are investing to help the sellers"
X Link 2026-01-31T02:18Z [---] followers, [--] engagements

"@nataninvesting What is your opinion of the news that the Chinese government created more rules/laws for online commerce companies like $BABA and $PDD"
X Link 2026-01-31T19:47Z [---] followers, [---] engagements

"Justen thanks for this info. Do you have information on the impact of the USA eliminating des minimis in May [----] on $PDD The best information I have is found in substack "Tech Buzz China Insider" substack and on this link but it is not current since it does not cover the most recent few months https://backlinko.com/temu-stats https://backlinko.com/temu-stats"
X Link 2026-01-31T20:11Z [---] followers, [--] engagements

"@MartinMLynch @davidmarcus I use the paypal button whenever possible because I don't entrust my credit card number to my browser. And 3% back on the paypal credit card is better than most credit card rewards"
X Link 2026-02-05T02:03Z [---] followers, [---] engagements

"@11thestate Impressive. Long $PDD"
X Link 2026-02-09T19:00Z [---] followers, [---] engagements

"@Anthony65092926 @SBA_Kelly announced suspected $9 billion of California pandemic loan fraud. Don't worry @AGRobBonta will defend them all when he is not too busy fighting $SOC to prevent California from reaping oil production royalties"
X Link 2026-02-07T03:42Z [---] followers, [---] engagements

"@MrNeverSell When the $SOC price starts going up @hntrbrkmedia posts. Waiting for that shoe"
X Link 2026-02-10T20:07Z [---] followers, [---] engagements

"$EDC_action OSFM @gavinnewsom asleep at the wheel for yet another fire / pipeline disaster. Can't anyone do their job anymore They get taxes and/or donations but they don't protect California. Why is California still using natgas Why are people still driving non-electric vehicles on the nearby expressway $SOC https://twitter.com/i/web/status/2005743188603199713 https://twitter.com/i/web/status/2005743188603199713"
X Link 2025-12-29T20:50Z [---] followers, [--] engagements

"Good article summarize pushback against $PDD around the word. IMHO everyone is trying to throw the book at them because of their great success and low prices. They are throwing bureaucracy. I have no investment or financial or legal credentials my positions may change frequently and I write only for my own amusement. https://twitter.com/i/web/status/2021088633650905191 https://twitter.com/i/web/status/2021088633650905191"
X Link 2026-02-10T05:07Z [---] followers, [--] engagements

"Very insightful point about $SOC. But there were the [--] million shares sold to Continental at the end of January which would yield something like $80 million If so they might be good for another quarter at a quarterly burn rate of $100 million without any unexpected development to pop the stock price. Disclaimer: I have no credentials offer no advice and may change my positions at any time. I write only for my own amusement. https://twitter.com/i/web/status/2022042517877686703 https://twitter.com/i/web/status/2022042517877686703"
X Link 2026-02-12T20:17Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@HowieDennison
/creator/twitter::HowieDennison