#  @RyanGoo26555724 OilRyan OilRyan posts on X about $vg, $apa, suriname, apa the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1464220459369918467/interactions)  - [--] Week [---] +40% - [--] Month [-----] +154% - [--] Year [-----] +200% ### Mentions: [--] [#](/creator/twitter::1464220459369918467/posts_active)  ### Followers: [--] [#](/creator/twitter::1464220459369918467/followers)  - [--] Week [--] +5.90% - [--] Month [--] +20% - [--] Year [--] +157% ### CreatorRank: [---------] [#](/creator/twitter::1464220459369918467/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [travel destinations](/list/travel-destinations) [financial services](/list/financial-services) [currencies](/list/currencies) **Social topic influence** [$vg](/topic/$vg) #12, [$apa](/topic/$apa), [suriname](/topic/suriname), [apa](/topic/apa), [update](/topic/update), [$vgs](/topic/$vgs), [egypt](/topic/egypt), [to the](/topic/to-the), [dec](/topic/dec), [in the](/topic/in-the) **Top accounts mentioned or mentioned by** [@shedrills](/creator/undefined) [@joshyoung1](/creator/undefined) [@apacorp](/creator/undefined) [@voltefaceinvest](/creator/undefined) [@vgdeepdive](/creator/undefined) [@mikeoilinvest](/creator/undefined) [@gawilson](/creator/undefined) [@econ713](/creator/undefined) [@ethan0502](/creator/undefined) [@mighy_moe](/creator/undefined) **Top assets mentioned** [Venture Global, Inc (VG)](/topic/$vg) [APA Corp (US) (APA)](/topic/$apa) [Ecopetrol S.A (EC)](/topic/$ec) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [TotalEnergies SE (TTE)](/topic/$tte) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [??Holder (BNBHOLDER)](/topic/holder) [Hess Corp. (HES)](/topic/$hes) ### Top Social Posts Top posts by engagements in the last [--] hours "@Josh_Young_1 @APA_Corp When and where did they show such a lovely chart I've been a big fan of APA for a long time :)" [X Link](https://x.com/RyanGoo26555724/status/1556664506742603776) 2022-08-08T15:31Z [--] followers, [--] engagements "@Josh_Young_1 @APA_Corp I found a clue in your other posting. Enercom Denver" [X Link](https://x.com/RyanGoo26555724/status/1556665153953083392) 2022-08-08T15:34Z [--] followers, [--] engagements "@mike_oil_invest Although high debt level record-high short interest and unceratin asset quality of Callon made APA investors nervous and resulted in massive sell off it's definitely good deal for APA. Hope this acqusition reveals as a cash cow while we're moving to Suriname and get real oil" [X Link](https://x.com/RyanGoo26555724/status/1743552641983279167) 2024-01-06T08:38Z [--] followers, [--] engagements "@SheDrills Investment hurdle of $30 BEP at $50 oil looks very strict and conservative. Sometimes it seems that Totalenergies isn't desperate to develop Suriname block 58" [X Link](https://x.com/RyanGoo26555724/status/1755241013848006690) 2024-02-07T14:44Z [--] followers, [--] engagements "@SheDrills They said that competitive call for tenders had started in 4q23 but it's not certain whether those tenders are for actual orders to build 200k FPSO and considered as a positive sign of FID decision OR just for the purpose of calculating and estimates the project costs" [X Link](https://x.com/RyanGoo26555724/status/1755241084278767657) 2024-02-07T14:44Z [--] followers, [--] engagements "@SheDrills As a long-term holder of APA I do hope we pass the threshold and unlock the potential of the Suriname asset" [X Link](https://x.com/RyanGoo26555724/status/1755241116155449821) 2024-02-07T14:44Z [--] followers, [--] engagements "@SheDrills I also think APA will be a takeover target for big boys interested in Suriname. I don't know if it is possible buying CPE and selling itself can be processed simutanesously but anyway I would not be suprised if I hear that APA is sold to another company" [X Link](https://x.com/RyanGoo26555724/status/1760495207777440067) 2024-02-22T02:42Z [--] followers, [--] engagements "@SheDrills 1.7B is just 34% of HES market cap. If XOM/CNOOC value the Starbroek asset highly and offer better price to compensate for termination fee I think it will be a good scenario for HESS as well" [X Link](https://x.com/RyanGoo26555724/status/1762385904008843593) 2024-02-27T07:55Z [--] followers, [---] engagements "@SheDrills Sounds likely. IMHO whoever wants APA's Suriname assets must also be able to handle the tricky Egyptian business that comes with the package. In that sense BP which already operates in Egypt can be a good fit for merging APA as well as TTE's new partner in Suriname" [X Link](https://x.com/RyanGoo26555724/status/1763030927792566567) 2024-02-29T02:38Z [--] followers, [--] engagements "Added $EC at the dip if it falls further I will add more. No matter what Morgan Stanley says 14% of dividend yield at [----] commodity price level looks good enough for me" [X Link](https://x.com/RyanGoo26555724/status/1764682500058845409) 2024-03-04T16:01Z [--] followers, [---] engagements "@SheDrills Looks like the Staatsolie considers Krabdagu FID as a confirmed one and prepares the next project. Suriname waited too long for the first oil so if Total delays the FID it will hurt the partnership between gov. and TTE. Total wouldn't want the partnership to be skewed" [X Link](https://x.com/RyanGoo26555724/status/1772441333996695927) 2024-03-26T01:51Z [--] followers, [--] engagements "Totalenergies is optimistic to achieve the internal threshold required for approval of the Suriname project (CAPEX+OPEX$20/BOE) and will be able to sanction the projects at end of the third quarter or beginning of the fourth quarter. $APA" [X Link](https://x.com/RyanGoo26555724/status/1816489008756891732) 2024-07-25T15:01Z [--] followers, [--] engagements "Investors don't have any chance to hear from the company as the cowards have not made any earning call since last October. They are hiding behind the simple press release and SEC filings. It's ridiculous and unfair. Be shameful John. You dad didn't act this way. $HES" [X Link](https://x.com/RyanGoo26555724/status/1819027067352269181) 2024-08-01T15:07Z [--] followers, [--] engagements "$APA finallly annonced FID for Suriname Block [--] but it looks like that the market doesn't care it at all. John it's your turn. Go out meet every one and describe how great this project is for APA. It's almost free riding" [X Link](https://x.com/RyanGoo26555724/status/1841110120790704282) 2024-10-01T13:37Z [--] followers, [--] engagements "@G_A_Wilson Negatives such as JPM's horrible report and Gustavo's insane speech regarding $EC makes divy-focused investors worry about sustainability of the dividends. Looks like the market already priced in a hugh divy cut can you share us how do you expect the bottom line" [X Link](https://x.com/RyanGoo26555724/status/1843186588773400827) 2024-10-07T07:08Z [--] followers, [---] engagements "Agree the decision to exit from the unprofitable North Sea and focus on the Permian and Egypt while waiting for starting production in Suriname. However the timing was sudden and communication approach was not elegant. $APA" [X Link](https://x.com/anyuser/status/1854798473214017612) 2024-11-08T08:09Z [--] followers, [--] engagements "Since the last week of [----] it looks like $APA is escaped from tax loss selling pressure and start moving back to the fair value rapidly and more sensitively than peers" [X Link](https://x.com/anyuser/status/1875103377887260811) 2025-01-03T08:54Z [--] followers, [--] engagements "RBC recommended $chrd on [--] DEC [----] it's cheaper now than the reporting day. I will join in today" [X Link](https://x.com/anyuser/status/1875105184843739268) 2025-01-03T09:01Z [--] followers, [--] engagements "Whether the dog barks or not the sun will rise in the morning. For $APA It's 5:00 AM now" [X Link](https://x.com/RyanGoo26555724/status/1875922913179926614) 2025-01-05T15:10Z [--] followers, [--] engagements "@econ_713 If oil prices don't drop further I believe $APA has the most upside potential. Although the process of integrating CPE has been bumpy and there are communication issues with the management the company is excessively undervalued" [X Link](https://x.com/RyanGoo26555724/status/1877580525944324170) 2025-01-10T04:57Z [--] followers, [---] engagements "$TTE will begin exploration drilling in blk [--] instead of adding new discoveries in blk [--]. Considering the CAPEX spending agreement w/ $APA new discoveries in blk [--] only make APA's WI more valuable. TTE will not rush in blk [--] unless a new rich but quiet partner replaces APA" [X Link](https://x.com/anyuser/status/1878080827231465584) 2025-01-11T14:05Z [--] followers, [--] engagements "@VolteFaceInvest Williston Basin is not hot as Permianbut it is a cost-effective and steady field with a deep inventory. $CHRD's clean balance sheet makes it an attractive candidate for a potential merger. As seen in the case of COP+MRO not all buyers are exclusively looking for Permian assets" [X Link](https://x.com/anyuser/status/1880606721800048666) 2025-01-18T13:22Z [--] followers, [---] engagements "Definitely GS hates $APA - the only E&P in the table asked to archive 13.5% of FCF yield despite i)8% shareholder return ii) 2.5x EV/EBITDA and iii) 0.9x Net Debt/EBITDA" [X Link](https://x.com/RyanGoo26555724/status/1889663113206599775) 2025-02-12T13:09Z [--] followers, [--] engagements "@Ethan_0502 Buyers may think of US LNG as the only safe and stable source in the wild world" [X Link](https://x.com/RyanGoo26555724/status/2007784131137282156) 2026-01-04T12:00Z [--] followers, [---] engagements "$VG s peak production up-rating is driven by the cold day uplift characteristics of its aero-derivative gas turbines and it will make additional 0.51.0B of EBITDA per year. It's more important than any arbitration update but looks like no one cares :)" [X Link](https://x.com/anyuser/status/2007793623279247727) 2026-01-04T12:37Z [--] followers, [---] engagements "GS expected an update on the Shell arbitration appeal around Jan [--] [----] but it looks like oral argument was held instead of an immediate dismissal. The verdict will likely take a few more weeks and I am confident that Shells desperate efforts will be rejected. $VG" [X Link](https://x.com/anyuser/status/2011637672503361872) 2026-01-15T03:12Z [--] followers, [----] engagements "(1/2) In [----] $VG's own fleet carried [--] cargoes out of a total of [---] accounting for 12.6%. This fleet included [--] Venture series vessels and [--] chartered ones. Venture Iberia was already delivered last November and another three are scheduled to be added in 2026" [X Link](https://x.com/anyuser/status/2013210951638802918) 2026-01-19T11:24Z [--] followers, [---] engagements "(2/2) I project that $VG will self-deliver around [--] to [--] cargos in [----] and this should significantly improve DS&S segment profitability. VG is working like a mid-scale LNG shipping company which has several brand-new LNG tankers" [X Link](https://x.com/anyuser/status/2013211141279740137) 2026-01-19T11:25Z [--] followers, [---] engagements "According to Reuters Repsol and Galp used the same law firm in their arbitration cases against $VG. It's not just a single win for VG Galp is in trouble too" [X Link](https://x.com/anyuser/status/2014233398165082369) 2026-01-22T07:07Z [--] followers, [---] engagements "The 'great' RonH updates the Arrval Destination of US LNG tankers. We can do some research by download it in excel format. Today's finding. Last year most of LNG tankers toward Asia are using Cape Town Route(saf) instead of Panama Canal (pc). $LNG $VG https://public.tableau.com/app/profile/ron.h8870/viz/LNGTankers/ArrivedDestination https://public.tableau.com/app/profile/ron.h8870/viz/LNGTankers/ArrivedDestination" [X Link](https://x.com/anyuser/status/2019196835865456758) 2026-02-04T23:50Z [--] followers, [---] engagements "Since Jan [----] total [--] cargos (13.4%) from CP and PM were delievered by $VG's own fleets. All the cargos were headed to EU/UK region except one (to Dominican Republic)" [X Link](https://x.com/anyuser/status/2019052881702183040) 2026-02-04T14:18Z [--] followers, [---] engagements "@VGDeepDive Thank you for sharing the info. After reading the full transcript I'm 99.9% confident that the judge will reject Shell's request. The tone of the judge's questions toward Mr. Friedman seems highly skeptical. Here is the highlighted part that I like. $VG $SHEL" [X Link](https://x.com/RyanGoo26555724/status/2019043344362664135) 2026-02-04T13:40Z [--] followers, [---] engagements "PIMCO (Allianz Asset Mgmt) holds more than 75% of floating shares of $VG and didn't do anything in 4q25" [X Link](https://x.com/anyuser/status/2021917943102365781) 2026-02-12T12:02Z [--] followers, [---] engagements "PIMCO (Allianz Asset Mgmt) holds more than 75% of floating shares of $VG and didn't do anything in 4q25" [X Link](https://x.com/anyuser/status/2021917943102365781) 2026-02-12T12:02Z [--] followers, [---] engagements "The 'great' RonH updates the Arrval Destination of US LNG tankers. We can do some research by download it in excel format. Today's finding. Last year most of LNG tankers toward Asia are using Cape Town Route(saf) instead of Panama Canal (pc). $LNG $VG https://public.tableau.com/app/profile/ron.h8870/viz/LNGTankers/ArrivedDestination https://public.tableau.com/app/profile/ron.h8870/viz/LNGTankers/ArrivedDestination" [X Link](https://x.com/anyuser/status/2019196835865456758) 2026-02-04T23:50Z [--] followers, [---] engagements "Since Jan [----] total [--] cargos (13.4%) from CP and PM were delievered by $VG's own fleets. All the cargos were headed to EU/UK region except one (to Dominican Republic)" [X Link](https://x.com/anyuser/status/2019052881702183040) 2026-02-04T14:18Z [--] followers, [---] engagements "According to Reuters Repsol and Galp used the same law firm in their arbitration cases against $VG. It's not just a single win for VG Galp is in trouble too" [X Link](https://x.com/anyuser/status/2014233398165082369) 2026-01-22T07:07Z [--] followers, [---] engagements "(1/2) In [----] $VG's own fleet carried [--] cargoes out of a total of [---] accounting for 12.6%. This fleet included [--] Venture series vessels and [--] chartered ones. Venture Iberia was already delivered last November and another three are scheduled to be added in 2026" [X Link](https://x.com/anyuser/status/2013210951638802918) 2026-01-19T11:24Z [--] followers, [---] engagements "(2/2) I project that $VG will self-deliver around [--] to [--] cargos in [----] and this should significantly improve DS&S segment profitability. VG is working like a mid-scale LNG shipping company which has several brand-new LNG tankers" [X Link](https://x.com/anyuser/status/2013211141279740137) 2026-01-19T11:25Z [--] followers, [---] engagements "TTF surpasses [--] EUR for the first time since last June. Welcome back" [X Link](https://x.com/anyuser/status/2012151979129315477) 2026-01-16T13:16Z [--] followers, [--] engagements "GS expected an update on the Shell arbitration appeal around Jan [--] [----] but it looks like oral argument was held instead of an immediate dismissal. The verdict will likely take a few more weeks and I am confident that Shells desperate efforts will be rejected. $VG" [X Link](https://x.com/anyuser/status/2011637672503361872) 2026-01-15T03:12Z [--] followers, [----] engagements "$VG s peak production up-rating is driven by the cold day uplift characteristics of its aero-derivative gas turbines and it will make additional 0.51.0B of EBITDA per year. It's more important than any arbitration update but looks like no one cares :)" [X Link](https://x.com/anyuser/status/2007793623279247727) 2026-01-04T12:37Z [--] followers, [---] engagements "Novak stated that Russia's goal to produce [---] mtpa by [----] will be delayed by several years due to international sanctions. While this isn't new news it is definitely good news that confirms the price floor and serves as a structural tailwind for low-cost US LNG producers. $VG" [X Link](https://x.com/anyuser/status/2004349866466812362) 2025-12-26T00:33Z [--] followers, [---] engagements "In [----] May Edison filed for arbitration against $VG some months earlier than SHEL and BP but didn't get the decision yet. A resolution for this case to be reached at any time including a small possibility of a negotiated settlement" [X Link](https://x.com/anyuser/status/2003272667584213058) 2025-12-23T01:13Z [--] followers, [---] engagements "$VG closed an offering of $3B in senior notes it's a significant upsizing from last weeks planned $2B and indicates strong market demand for VGs notes. VG chose to increase the total amount by $1B rather than wait for a potential 25bp rate cut expected in Dec. A smart move" [X Link](https://x.com/anyuser/status/1998546021455196610) 2025-12-10T00:11Z [--] followers, [---] engagements "What a lovely chart PM feed gas has been increasing steadily and reached full capacity in just one year from the start of commissioning. $VG" [X Link](https://x.com/anyuser/status/1997948286393856488) 2025-12-08T08:36Z [--] followers, [---] engagements "According to the recent Fitch Ratings report $VG will issue $2B in senior secured notes and use the proceeds to repay the high-rate Plaquemines construction term loan. It is expected to generate an annual interest expense reduction of approximately $40M50M" [X Link](https://x.com/anyuser/status/1997671510027522480) 2025-12-07T14:16Z [--] followers, [---] engagements "With WTI trading near $80 and [----] strip now at $74 very clearly (in our opinion) many energy equities are not discounting current pricing:" [X Link](https://x.com/anyuser/status/1879574769223573695) 2025-01-15T17:02Z 111.6K followers, 27.5K engagements "@VolteFaceInvest Williston Basin is not hot as Permianbut it is a cost-effective and steady field with a deep inventory. $CHRD's clean balance sheet makes it an attractive candidate for a potential merger. As seen in the case of COP+MRO not all buyers are exclusively looking for Permian assets" [X Link](https://x.com/anyuser/status/1880606721800048666) 2025-01-18T13:22Z [--] followers, [---] engagements "$TTE will begin exploration drilling in blk [--] instead of adding new discoveries in blk [--]. Considering the CAPEX spending agreement w/ $APA new discoveries in blk [--] only make APA's WI more valuable. TTE will not rush in blk [--] unless a new rich but quiet partner replaces APA" [X Link](https://x.com/anyuser/status/1878080827231465584) 2025-01-11T14:05Z [--] followers, [--] engagements "RBC recommended $chrd on [--] DEC [----] it's cheaper now than the reporting day. I will join in today" [X Link](https://x.com/anyuser/status/1875105184843739268) 2025-01-03T09:01Z [--] followers, [--] engagements "Since the last week of [----] it looks like $APA is escaped from tax loss selling pressure and start moving back to the fair value rapidly and more sensitively than peers" [X Link](https://x.com/anyuser/status/1875103377887260811) 2025-01-03T08:54Z [--] followers, [--] engagements "Agree the decision to exit from the unprofitable North Sea and focus on the Permian and Egypt while waiting for starting production in Suriname. However the timing was sudden and communication approach was not elegant. $APA" [X Link](https://x.com/anyuser/status/1854798473214017612) 2024-11-08T08:09Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@RyanGoo26555724 OilRyan
OilRyan posts on X about $vg, $apa, suriname, apa the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] +40%
- [--] Month [-----] +154%
- [--] Year [-----] +200%
Mentions: [--] #
Followers: [--] #
- [--] Week [--] +5.90%
- [--] Month [--] +20%
- [--] Year [--] +157%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance countries travel destinations financial services currencies
Social topic influence $vg #12, $apa, suriname, apa, update, $vgs, egypt, to the, dec, in the
Top accounts mentioned or mentioned by @shedrills @joshyoung1 @apacorp @voltefaceinvest @vgdeepdive @mikeoilinvest @gawilson @econ713 @ethan0502 @mighy_moe
Top assets mentioned Venture Global, Inc (VG) APA Corp (US) (APA) Ecopetrol S.A (EC) Chord Energy Corporation Common Stock (CHRD) TotalEnergies SE (TTE) Cheniere Energy, Inc. (LNG) ??Holder (BNBHOLDER) Hess Corp. (HES)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Josh_Young_1 @APA_Corp When and where did they show such a lovely chart I've been a big fan of APA for a long time :)"
X Link 2022-08-08T15:31Z [--] followers, [--] engagements
"@Josh_Young_1 @APA_Corp I found a clue in your other posting. Enercom Denver"
X Link 2022-08-08T15:34Z [--] followers, [--] engagements
"@mike_oil_invest Although high debt level record-high short interest and unceratin asset quality of Callon made APA investors nervous and resulted in massive sell off it's definitely good deal for APA. Hope this acqusition reveals as a cash cow while we're moving to Suriname and get real oil"
X Link 2024-01-06T08:38Z [--] followers, [--] engagements
"@SheDrills Investment hurdle of $30 BEP at $50 oil looks very strict and conservative. Sometimes it seems that Totalenergies isn't desperate to develop Suriname block 58"
X Link 2024-02-07T14:44Z [--] followers, [--] engagements
"@SheDrills They said that competitive call for tenders had started in 4q23 but it's not certain whether those tenders are for actual orders to build 200k FPSO and considered as a positive sign of FID decision OR just for the purpose of calculating and estimates the project costs"
X Link 2024-02-07T14:44Z [--] followers, [--] engagements
"@SheDrills As a long-term holder of APA I do hope we pass the threshold and unlock the potential of the Suriname asset"
X Link 2024-02-07T14:44Z [--] followers, [--] engagements
"@SheDrills I also think APA will be a takeover target for big boys interested in Suriname. I don't know if it is possible buying CPE and selling itself can be processed simutanesously but anyway I would not be suprised if I hear that APA is sold to another company"
X Link 2024-02-22T02:42Z [--] followers, [--] engagements
"@SheDrills 1.7B is just 34% of HES market cap. If XOM/CNOOC value the Starbroek asset highly and offer better price to compensate for termination fee I think it will be a good scenario for HESS as well"
X Link 2024-02-27T07:55Z [--] followers, [---] engagements
"@SheDrills Sounds likely. IMHO whoever wants APA's Suriname assets must also be able to handle the tricky Egyptian business that comes with the package. In that sense BP which already operates in Egypt can be a good fit for merging APA as well as TTE's new partner in Suriname"
X Link 2024-02-29T02:38Z [--] followers, [--] engagements
"Added $EC at the dip if it falls further I will add more. No matter what Morgan Stanley says 14% of dividend yield at [----] commodity price level looks good enough for me"
X Link 2024-03-04T16:01Z [--] followers, [---] engagements
"@SheDrills Looks like the Staatsolie considers Krabdagu FID as a confirmed one and prepares the next project. Suriname waited too long for the first oil so if Total delays the FID it will hurt the partnership between gov. and TTE. Total wouldn't want the partnership to be skewed"
X Link 2024-03-26T01:51Z [--] followers, [--] engagements
"Totalenergies is optimistic to achieve the internal threshold required for approval of the Suriname project (CAPEX+OPEX$20/BOE) and will be able to sanction the projects at end of the third quarter or beginning of the fourth quarter. $APA"
X Link 2024-07-25T15:01Z [--] followers, [--] engagements
"Investors don't have any chance to hear from the company as the cowards have not made any earning call since last October. They are hiding behind the simple press release and SEC filings. It's ridiculous and unfair. Be shameful John. You dad didn't act this way. $HES"
X Link 2024-08-01T15:07Z [--] followers, [--] engagements
"$APA finallly annonced FID for Suriname Block [--] but it looks like that the market doesn't care it at all. John it's your turn. Go out meet every one and describe how great this project is for APA. It's almost free riding"
X Link 2024-10-01T13:37Z [--] followers, [--] engagements
"@G_A_Wilson Negatives such as JPM's horrible report and Gustavo's insane speech regarding $EC makes divy-focused investors worry about sustainability of the dividends. Looks like the market already priced in a hugh divy cut can you share us how do you expect the bottom line"
X Link 2024-10-07T07:08Z [--] followers, [---] engagements
"Agree the decision to exit from the unprofitable North Sea and focus on the Permian and Egypt while waiting for starting production in Suriname. However the timing was sudden and communication approach was not elegant. $APA"
X Link 2024-11-08T08:09Z [--] followers, [--] engagements
"Since the last week of [----] it looks like $APA is escaped from tax loss selling pressure and start moving back to the fair value rapidly and more sensitively than peers"
X Link 2025-01-03T08:54Z [--] followers, [--] engagements
"RBC recommended $chrd on [--] DEC [----] it's cheaper now than the reporting day. I will join in today"
X Link 2025-01-03T09:01Z [--] followers, [--] engagements
"Whether the dog barks or not the sun will rise in the morning. For $APA It's 5:00 AM now"
X Link 2025-01-05T15:10Z [--] followers, [--] engagements
"@econ_713 If oil prices don't drop further I believe $APA has the most upside potential. Although the process of integrating CPE has been bumpy and there are communication issues with the management the company is excessively undervalued"
X Link 2025-01-10T04:57Z [--] followers, [---] engagements
"$TTE will begin exploration drilling in blk [--] instead of adding new discoveries in blk [--]. Considering the CAPEX spending agreement w/ $APA new discoveries in blk [--] only make APA's WI more valuable. TTE will not rush in blk [--] unless a new rich but quiet partner replaces APA"
X Link 2025-01-11T14:05Z [--] followers, [--] engagements
"@VolteFaceInvest Williston Basin is not hot as Permianbut it is a cost-effective and steady field with a deep inventory. $CHRD's clean balance sheet makes it an attractive candidate for a potential merger. As seen in the case of COP+MRO not all buyers are exclusively looking for Permian assets"
X Link 2025-01-18T13:22Z [--] followers, [---] engagements
"Definitely GS hates $APA - the only E&P in the table asked to archive 13.5% of FCF yield despite i)8% shareholder return ii) 2.5x EV/EBITDA and iii) 0.9x Net Debt/EBITDA"
X Link 2025-02-12T13:09Z [--] followers, [--] engagements
"@Ethan_0502 Buyers may think of US LNG as the only safe and stable source in the wild world"
X Link 2026-01-04T12:00Z [--] followers, [---] engagements
"$VG s peak production up-rating is driven by the cold day uplift characteristics of its aero-derivative gas turbines and it will make additional 0.51.0B of EBITDA per year. It's more important than any arbitration update but looks like no one cares :)"
X Link 2026-01-04T12:37Z [--] followers, [---] engagements
"GS expected an update on the Shell arbitration appeal around Jan [--] [----] but it looks like oral argument was held instead of an immediate dismissal. The verdict will likely take a few more weeks and I am confident that Shells desperate efforts will be rejected. $VG"
X Link 2026-01-15T03:12Z [--] followers, [----] engagements
"(1/2) In [----] $VG's own fleet carried [--] cargoes out of a total of [---] accounting for 12.6%. This fleet included [--] Venture series vessels and [--] chartered ones. Venture Iberia was already delivered last November and another three are scheduled to be added in 2026"
X Link 2026-01-19T11:24Z [--] followers, [---] engagements
"(2/2) I project that $VG will self-deliver around [--] to [--] cargos in [----] and this should significantly improve DS&S segment profitability. VG is working like a mid-scale LNG shipping company which has several brand-new LNG tankers"
X Link 2026-01-19T11:25Z [--] followers, [---] engagements
"According to Reuters Repsol and Galp used the same law firm in their arbitration cases against $VG. It's not just a single win for VG Galp is in trouble too"
X Link 2026-01-22T07:07Z [--] followers, [---] engagements
"The 'great' RonH updates the Arrval Destination of US LNG tankers. We can do some research by download it in excel format. Today's finding. Last year most of LNG tankers toward Asia are using Cape Town Route(saf) instead of Panama Canal (pc). $LNG $VG https://public.tableau.com/app/profile/ron.h8870/viz/LNGTankers/ArrivedDestination https://public.tableau.com/app/profile/ron.h8870/viz/LNGTankers/ArrivedDestination"
X Link 2026-02-04T23:50Z [--] followers, [---] engagements
"Since Jan [----] total [--] cargos (13.4%) from CP and PM were delievered by $VG's own fleets. All the cargos were headed to EU/UK region except one (to Dominican Republic)"
X Link 2026-02-04T14:18Z [--] followers, [---] engagements
"@VGDeepDive Thank you for sharing the info. After reading the full transcript I'm 99.9% confident that the judge will reject Shell's request. The tone of the judge's questions toward Mr. Friedman seems highly skeptical. Here is the highlighted part that I like. $VG $SHEL"
X Link 2026-02-04T13:40Z [--] followers, [---] engagements
"PIMCO (Allianz Asset Mgmt) holds more than 75% of floating shares of $VG and didn't do anything in 4q25"
X Link 2026-02-12T12:02Z [--] followers, [---] engagements
"PIMCO (Allianz Asset Mgmt) holds more than 75% of floating shares of $VG and didn't do anything in 4q25"
X Link 2026-02-12T12:02Z [--] followers, [---] engagements
"The 'great' RonH updates the Arrval Destination of US LNG tankers. We can do some research by download it in excel format. Today's finding. Last year most of LNG tankers toward Asia are using Cape Town Route(saf) instead of Panama Canal (pc). $LNG $VG https://public.tableau.com/app/profile/ron.h8870/viz/LNGTankers/ArrivedDestination https://public.tableau.com/app/profile/ron.h8870/viz/LNGTankers/ArrivedDestination"
X Link 2026-02-04T23:50Z [--] followers, [---] engagements
"Since Jan [----] total [--] cargos (13.4%) from CP and PM were delievered by $VG's own fleets. All the cargos were headed to EU/UK region except one (to Dominican Republic)"
X Link 2026-02-04T14:18Z [--] followers, [---] engagements
"According to Reuters Repsol and Galp used the same law firm in their arbitration cases against $VG. It's not just a single win for VG Galp is in trouble too"
X Link 2026-01-22T07:07Z [--] followers, [---] engagements
"(1/2) In [----] $VG's own fleet carried [--] cargoes out of a total of [---] accounting for 12.6%. This fleet included [--] Venture series vessels and [--] chartered ones. Venture Iberia was already delivered last November and another three are scheduled to be added in 2026"
X Link 2026-01-19T11:24Z [--] followers, [---] engagements
"(2/2) I project that $VG will self-deliver around [--] to [--] cargos in [----] and this should significantly improve DS&S segment profitability. VG is working like a mid-scale LNG shipping company which has several brand-new LNG tankers"
X Link 2026-01-19T11:25Z [--] followers, [---] engagements
"TTF surpasses [--] EUR for the first time since last June. Welcome back"
X Link 2026-01-16T13:16Z [--] followers, [--] engagements
"GS expected an update on the Shell arbitration appeal around Jan [--] [----] but it looks like oral argument was held instead of an immediate dismissal. The verdict will likely take a few more weeks and I am confident that Shells desperate efforts will be rejected. $VG"
X Link 2026-01-15T03:12Z [--] followers, [----] engagements
"$VG s peak production up-rating is driven by the cold day uplift characteristics of its aero-derivative gas turbines and it will make additional 0.51.0B of EBITDA per year. It's more important than any arbitration update but looks like no one cares :)"
X Link 2026-01-04T12:37Z [--] followers, [---] engagements
"Novak stated that Russia's goal to produce [---] mtpa by [----] will be delayed by several years due to international sanctions. While this isn't new news it is definitely good news that confirms the price floor and serves as a structural tailwind for low-cost US LNG producers. $VG"
X Link 2025-12-26T00:33Z [--] followers, [---] engagements
"In [----] May Edison filed for arbitration against $VG some months earlier than SHEL and BP but didn't get the decision yet. A resolution for this case to be reached at any time including a small possibility of a negotiated settlement"
X Link 2025-12-23T01:13Z [--] followers, [---] engagements
"$VG closed an offering of $3B in senior notes it's a significant upsizing from last weeks planned $2B and indicates strong market demand for VGs notes. VG chose to increase the total amount by $1B rather than wait for a potential 25bp rate cut expected in Dec. A smart move"
X Link 2025-12-10T00:11Z [--] followers, [---] engagements
"What a lovely chart PM feed gas has been increasing steadily and reached full capacity in just one year from the start of commissioning. $VG"
X Link 2025-12-08T08:36Z [--] followers, [---] engagements
"According to the recent Fitch Ratings report $VG will issue $2B in senior secured notes and use the proceeds to repay the high-rate Plaquemines construction term loan. It is expected to generate an annual interest expense reduction of approximately $40M50M"
X Link 2025-12-07T14:16Z [--] followers, [---] engagements
"With WTI trading near $80 and [----] strip now at $74 very clearly (in our opinion) many energy equities are not discounting current pricing:"
X Link 2025-01-15T17:02Z 111.6K followers, 27.5K engagements
"@VolteFaceInvest Williston Basin is not hot as Permianbut it is a cost-effective and steady field with a deep inventory. $CHRD's clean balance sheet makes it an attractive candidate for a potential merger. As seen in the case of COP+MRO not all buyers are exclusively looking for Permian assets"
X Link 2025-01-18T13:22Z [--] followers, [---] engagements
"$TTE will begin exploration drilling in blk [--] instead of adding new discoveries in blk [--]. Considering the CAPEX spending agreement w/ $APA new discoveries in blk [--] only make APA's WI more valuable. TTE will not rush in blk [--] unless a new rich but quiet partner replaces APA"
X Link 2025-01-11T14:05Z [--] followers, [--] engagements
"RBC recommended $chrd on [--] DEC [----] it's cheaper now than the reporting day. I will join in today"
X Link 2025-01-03T09:01Z [--] followers, [--] engagements
"Since the last week of [----] it looks like $APA is escaped from tax loss selling pressure and start moving back to the fair value rapidly and more sensitively than peers"
X Link 2025-01-03T08:54Z [--] followers, [--] engagements
"Agree the decision to exit from the unprofitable North Sea and focus on the Permian and Egypt while waiting for starting production in Suriname. However the timing was sudden and communication approach was not elegant. $APA"
X Link 2024-11-08T08:09Z [--] followers, [--] engagements
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