# ![@WAR527 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1264236569273212932.png) @WAR527 RAWenergy

RAWenergy posts on X about $dvn, $ctra, $sm, gas the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1264236569273212932/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1264236569273212932/c:line/m:interactions.svg)

- [--] Week [------] -7.80%
- [--] Month [-------] +71%
- [--] Months [---------] +9%
- [--] Year [---------] +27%

### Mentions: [--] [#](/creator/twitter::1264236569273212932/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1264236569273212932/c:line/m:posts_active.svg)

- [--] Week [--] -25%
- [--] Month [---] +1.40%
- [--] Months [---] +11%
- [--] Year [-----] +34%

### Followers: [-----] [#](/creator/twitter::1264236569273212932/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1264236569273212932/c:line/m:followers.svg)

- [--] Week [-----] -0.01%
- [--] Month [-----] +0.44%
- [--] Months [-----] +4.10%
- [--] Year [-----] +10%

### CreatorRank: [---------] [#](/creator/twitter::1264236569273212932/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1264236569273212932/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  41.61% [finance](/list/finance)  20.81% [cryptocurrencies](/list/cryptocurrencies)  13.42% [currencies](/list/currencies)  6.04% [financial services](/list/financial-services)  2.01% [countries](/list/countries)  1.34% [social networks](/list/social-networks)  0.67% [technology brands](/list/technology-brands)  0.67%

**Social topic influence**
[$dvn](/topic/$dvn) #24, [$ctra](/topic/$ctra) #13, [$sm](/topic/$sm) #18, [gas](/topic/gas) 4.03%, [$mtdr](/topic/$mtdr) 3.36%, [$vtle](/topic/$vtle) 3.36%, [$civi](/topic/$civi) #5, [$txo](/topic/$txo) 2.68%, [$fang](/topic/$fang) 2.68%, [$cvx](/topic/$cvx) 2.68%

**Top accounts mentioned or mentioned by**
[@nightcompanyman](/creator/undefined) [@teddygambino](/creator/undefined) [@crudeco77](/creator/undefined) [@mrderivatives](/creator/undefined) [@zmansenrgybrain](/creator/undefined) [@wsj](/creator/undefined) [@energypeddler](/creator/undefined) [@shaidardashti](/creator/undefined) [@bb19043](/creator/undefined) [@exxonmobil](/creator/undefined) [@heikenergy](/creator/undefined) [@jlovinger](/creator/undefined) [@robsmithonline](/creator/undefined) [@raisingthebar47](/creator/undefined) [@akafaceus](/creator/undefined) [@mattgpe](/creator/undefined) [@reuters](/creator/undefined) [@davidjfrench](/creator/undefined) [@semyyc](/creator/undefined) [@divestmentpros](/creator/undefined)

**Top assets mentioned**
[Devon Energy Corp (DVN)](/topic/$dvn) [Coterra Energy Inc (CTRA)](/topic/$ctra) [SM Energy Company (SM)](/topic/$sm) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [TXO Energy Partners, L.P. (TXO)](/topic/$txo) [Diamondback Energy Inc (FANG)](/topic/$fang) [Convex Finance (CVX)](/topic/$cvx) [Exxon Mobil (XOM)](/topic/$xom) [California Resources Corporation (CRC)](/topic/$crc) [Crescent Energy Company (CRGY)](/topic/$crgy) [Diversified Energy Company plc (DEC)](/topic/$dec) [Comstock Resources, Inc. (CRK)](/topic/$crk) [Amplify Energy Corp. (AMPY)](/topic/$ampy) [Berry Data (BRY)](/topic/$bry) [Infinity Natural Resources, Inc (INR)](/topic/$inr) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Murphy Oil Corp. (MUR)](/topic/$mur) [Cryptonex (CNX)](/topic/$cnx) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Arweave (AR)](/topic/$ar) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [Windoge98 (EXE)](/topic/$exe) [Baytex Energy Corp. (BTE)](/topic/$bte) [BKV Corp (BKV)](/topic/$bkv) [APA Corp (US) (APA)](/topic/$apa) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Blackstone, Inc. (BX)](/topic/$bx) [National Fuel Gas Co. (NFG)](/topic/$nfg) [Chevron Corporation (CVX)](/topic/chevron-corp) [Suncor Energy, Inc. (SU)](/topic/$su) [Copiosa Coin (COP2)](/topic/$cop) [ConocoPhillips (COP)](/topic/conocophillips) [BP p.l.c. (BP)](/topic/$bp) [TotalEnergies SE (TTE)](/topic/$tte)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Preview of upcoming E&P name changes: "XYZ Oil & Gas to become XYZ Oil Gas Gold & Silver" Trademarks filed"  
[X Link](https://x.com/WAR527/status/2021296540812239158)  2026-02-10T18:53Z [----] followers, [----] engagements


"$TXO updates outlook. Conveniently omitting the fact that its current distribution of $0.45/qtr. is expected to drop to $0.35 - $0.40/qtr. for the remainder of [----] (one qtr). 🙄 https://d1io3yog0oux5.cloudfront.net/_febc18086aa710bbba710898d79c1da5/txoenergy/news/2025-10-06_TXO_Partners_Provides_2025_Distribution_Outlook_23.pdf https://d1io3yog0oux5.cloudfront.net/_febc18086aa710bbba710898d79c1da5/txoenergy/news/2025-10-06_TXO_Partners_Provides_2025_Distribution_Outlook_23.pdf"  
[X Link](https://x.com/WAR527/status/1975209437452443704)  2025-10-06T14:40Z [----] followers, [----] engagements


"$TXO files 8-K containing PF F/S including its White Rock Energy deal https://www.sec.gov/Archives/edgar/data/1559432/000119312525234551/d58164dex993.htm https://www.sec.gov/Archives/edgar/data/1559432/000119312525234551/d58164dex993.htm"  
[X Link](https://x.com/WAR527/status/1976022814919729554)  2025-10-08T20:32Z [----] followers, [----] engagements


"$MTDR reports 3Q25 results (WHY ON LINKEDIN) PR: Presentation: Highlights: https://www.matadorresources.com/static-files/a83de4fa-9592-412b-a943-eec03ffa705a https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-third-quarter-2025-results https://www.matadorresources.com/static-files/a83de4fa-9592-412b-a943-eec03ffa705a https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-third-quarter-2025-results"  
[X Link](https://x.com/WAR527/status/1983265305767117013)  2025-10-28T20:11Z [----] followers, [----] engagements


"$VTLE reports 3Q25 results PR: Highlights: https://investor.vitalenergy.com/node/17876/pdf https://investor.vitalenergy.com/node/17876/pdf"  
[X Link](https://x.com/WAR527/status/1985461219952587101)  2025-11-03T21:36Z [----] followers, [----] engagements


"$TXO Declares a 3Q25 Distribution of $0.35 on Common Units; Files Quarterly Report on Form 10-Q - PR: https://www.businesswire.com/news/home/20251104288153/en/TXO-Partners-Declares-a-Third-Quarter-2025-Distribution-of-%240.35-on-Common-Units-Files-Quarterly-Report-on-Form-10-Qutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20251104288153/en/TXO-Partners-Declares-a-Third-Quarter-2025-Distribution-of-%240.35-on-Common-Units-Files-Quarterly-Report-on-Form-10-Qutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"  
[X Link](https://x.com/WAR527/status/1985818056610738508)  2025-11-04T21:14Z [----] followers, [----] engagements


"$OVV to buy NuVista sell Anadarko assets PR: Highlights: https://mma.prnewswire.com/media/2813424/Ovintiv_Inc__Ovintiv_Completes_Portfolio_Transformation_with_Agr.pdfp=original https://mma.prnewswire.com/media/2813424/Ovintiv_Inc__Ovintiv_Completes_Portfolio_Transformation_with_Agr.pdfp=original"  
[X Link](https://x.com/WAR527/status/1985831020705587389)  2025-11-04T22:06Z [----] followers, 26.3K engagements


"Bolt and $TPL Announce Strategic Agreement to Pursue Data Center Development in West Texas - https://www.businesswire.com/news/home/20251217990544/en/Bolt-and-TPL-Announce-Strategic-Agreement-to-Pursue-Data-Center-Development-in-West-Texasutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20251217990544/en/Bolt-and-TPL-Announce-Strategic-Agreement-to-Pursue-Data-Center-Development-in-West-Texasutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"  
[X Link](https://x.com/WAR527/status/2001428945711898894)  2025-12-17T23:07Z [----] followers, [----] engagements


"$AMPY closes sale of ETX assets to $EQV for $122 mm files PF F/S https://www.sec.gov/ixdoc=/Archives/edgar/data/1533924/000110465925124255/tm2533464d1_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1533924/000110465925124255/tm2533464d1_8k.htm"  
[X Link](https://x.com/WAR527/status/2003951910081253773)  2025-12-24T22:12Z [----] followers, [----] engagements


"E&P [--] stock US performance today: Ave. (-2.6%) Median (-2.9%) $CTRA $SM"  
[X Link](https://x.com/WAR527/status/2008282753146458620)  2026-01-05T21:01Z [----] followers, [----] engagements


"Reminder: $SM/ $CIVI merger vote scheduled for Jan. 27: Proxy: https://www.sec.gov/Archives/edgar/data/893538/000110465925123526/tm2530182-5_424b3.htm https://www.sec.gov/Archives/edgar/data/893538/000110465925123526/tm2530182-5_424b3.htm"  
[X Link](https://x.com/WAR527/status/2008975549797158928)  2026-01-07T18:54Z [----] followers, [---] engagements


"$FANG discloses 4Q net gain from derivatives of $192 mm with $73 mm in negative cash settlement payments. Oil hedged price $57.07; nat gas $1.03; ngl $13.51. WAHA price before hedge $0.03. https://www.sec.gov/ixdoc=/Archives/edgar/data/1539838/000153983826000003/fang-20260112.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1539838/000153983826000003/fang-20260112.htm"  
[X Link](https://x.com/WAR527/status/2010900827750506711)  2026-01-13T02:24Z [----] followers, [----] engagements


"$CNQ in talks to buy $TOU natural gas portfolio Globe and Mail reports https://www.reuters.com/business/energy/canadian-natural-talks-buy-tourmalines-natgas-portfolio-globe-mail-reports-2026-01-14/ https://www.reuters.com/business/energy/canadian-natural-talks-buy-tourmalines-natgas-portfolio-globe-mail-reports-2026-01-14/"  
[X Link](https://x.com/WAR527/status/2011482090286539030)  2026-01-14T16:54Z [----] followers, [----] engagements


"$CTRA is exploring a combination with $DVN. May need a 3rd party to get rid of both https://www.bloomberg.com/news/articles/2026-01-15/coterra-said-to-mull-combining-with-devon-energy-in-oil-megadealutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-01-15/coterra-said-to-mull-combining-with-devon-energy-in-oil-megadealutm_source=website&utm_medium=share&utm_campaign=twitter"  
[X Link](https://x.com/WAR527/status/2011861409886281852)  2026-01-15T18:01Z [----] followers, [----] engagements


"So excluding $DVN and $CTRA what cos should be acquirers in [----] and what cos should be acquired (this post missed by [--] day 🤣)"  
[X Link](https://x.com/WAR527/status/2011872361981644967)  2026-01-15T18:45Z [----] followers, [----] engagements


"Thanks for saving me the time. Was just heading there $CTRA $DVN #eft C-I-C. seems highly accretive. for potential seller CEO https://t.co/V3EpbK1S0P $CTRA $DVN #eft C-I-C. seems highly accretive. for potential seller CEO https://t.co/V3EpbK1S0P"  
[X Link](https://x.com/WAR527/status/2011873456103493857)  2026-01-15T18:49Z [----] followers, 17.2K engagements


"$DVN vs. $CTRA [--] year returns"  
[X Link](https://x.com/WAR527/status/2011885680348336493)  2026-01-15T19:38Z [----] followers, [----] engagements


"$DVN vs. $CTRA 10-yr returns"  
[X Link](https://x.com/WAR527/status/2011886300312584562)  2026-01-15T19:40Z [----] followers, [----] engagements


"$BX Said to Weigh $5 Billion-Plus Sale of Beacon Offshore https://www.bloomberg.com/news/articles/2026-01-20/blackstone-said-to-weigh-5-billion-plus-sale-of-beacon-offshoreaccessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc2ODk1ODIxNiwiZXhwIjoxNzY5NTYzMDE2LCJhcnRpY2xlSWQiOiJUOTY1R1pLSzNOWTgwMCIsImJjb25uZWN0SWQiOiJFMDJDREZDODUwOUI0NEQ3ODdCRTFBQkQyQjE1RjcyNSJ9.X1aAYPaA3B7XhuxEp4SIKwO0gC7EMsKvrfuA6I5v6xo"  
[X Link](https://x.com/WAR527/status/2013783357650301402)  2026-01-21T01:19Z [----] followers, [----] engagements


"$CIVI revises some F/S disclosures and projections in response to litigation filed (no impact on terms). $SM deal vote is next week (Jan. 27). Better hurry before $CIVI decides to double mgt comp ahead of the deal https://www.sec.gov/Archives/edgar/data/1509589/000110465926004854/tm263597d2_425.htm https://www.sec.gov/Archives/edgar/data/1509589/000110465926004854/tm263597d2_425.htm"  
[X Link](https://x.com/WAR527/status/2014819548067659866)  2026-01-23T21:56Z [----] followers, [----] engagements


"$OVV/ NuVista close https://www.sec.gov/Archives/edgar/data/1792580/000119312526021275/d62164dex991.htm https://www.sec.gov/Archives/edgar/data/1792580/000119312526021275/d62164dex991.htm"  
[X Link](https://x.com/WAR527/status/2014832770522984568)  2026-01-23T22:49Z [----] followers, [----] engagements


"$MTDR "hedging": PR: "We hedged 35-40% of [----] prices with a floor price of $51.72 and a ceiling of $65.05." RAW: So at the current price you are effectively unhedged and closer to your ceiling cutoff price Thanks"  
[X Link](https://x.com/WAR527/status/2016187266364747982)  2026-01-27T16:31Z [----] followers, [----] engagements


"$MTDR "Quick lets get out a PR showing we are hedged" "Even if the hedges are closer to having a negative impact on net prices What about all of the good operational stuff going on" "No bury that below the lead that is currently a nothingburger. Just make sure to use the word "hedge." $MTDR Increases Hedge Position and Provides Updates on [----] A&D Activity and Improved Well Performance -"  
[X Link](https://x.com/WAR527/status/2016190291858829571)  2026-01-27T16:43Z [----] followers, [----] engagements


"Wow earnings start up this week. I must have been distracted by something 🙄 Wed. 1/28: $MUR $NFG Thu. 1/29: $CNX Fri. 1/30: $CVX $XOM Lowered guidance "hedges" and impairments likely coming. May already be "in" the stock prices but . Previous 4-5 times after a big crash investors/ traders got the big urge to catch the bottoms. Fugly to those who know https://twitter.com/i/web/status/2016535020475711625 https://twitter.com/i/web/status/2016535020475711625"  
[X Link](https://x.com/WAR527/status/2016535020475711625)  2026-01-28T15:33Z [----] followers, [---] engagements


"$CTRA and $DVN continue merger discussions"  
[X Link](https://x.com/WAR527/status/2016574516265111981)  2026-01-28T18:10Z [----] followers, [----] engagements


"$MUR reports 4Q25 results: PR: Presentation: https://ir.murphyoilcorp.com/static-files/42db8380-5668-45d1-99c2-fdce530c9a8d https://ir.murphyoilcorp.com/node/23491/pdf https://ir.murphyoilcorp.com/static-files/42db8380-5668-45d1-99c2-fdce530c9a8d https://ir.murphyoilcorp.com/node/23491/pdf"  
[X Link](https://x.com/WAR527/status/2016637496289796342)  2026-01-28T22:20Z [----] followers, [---] engagements


"$CNX reports 4Q25 results Prepared Remarks: Results: Presentation: https://investors.cnx.com//media/Files/C/CNX-Resources-IR-V2/events/2025/cnx-q4-earnings-results-presentation-2025.pdf https://investors.cnx.com//media/Files/C/CNX-Resources-IR-V2/events/2025/cnx-q4-earnings-results-and-supplemental-information-2025.pdf https://investors.cnx.com//media/Files/C/CNX-Resources-IR-V2/events/2025/cnx-q4-earnings-prepared-remarks-2025.pdf https://investors.cnx.com//media/Files/C/CNX-Resources-IR-V2/events/2025/cnx-q4-earnings-results-presentation-2025.pdf"  
[X Link](https://x.com/WAR527/status/2016890398652731799)  2026-01-29T15:05Z [----] followers, [---] engagements


"$XOM announces fourth-quarter [----] earnings of $6.5 billion or $1.53 per share. via @exxonmobil Presentation: Prepared Remarks: Supplement: https://d1io3yog0oux5.cloudfront.net/_17c51753a66af8fad990309030d2cc98/exxonmobil/db/2288/22589/supplement/4Q25+Supplement+Website.pdf https://d1io3yog0oux5.cloudfront.net/_17c51753a66af8fad990309030d2cc98/exxonmobil/db/2404/22613/pdf/4Q25+Prepared+Remarks.pdf https://d1io3yog0oux5.cloudfront.net/_17c51753a66af8fad990309030d2cc98/exxonmobil/db/2288/22589/presentation/4Q25+Earnings+Slides.pdf"  
[X Link](https://x.com/WAR527/status/2017267094950121545)  2026-01-30T16:02Z [----] followers, [---] engagements


"$CVX reports 4Q25 results PR: Supplement: Presentation/ Prepared Remarks: https://chevroncorp.gcs-web.com/static-files/e343663d-4660-404a-b99c-86c33b543bd7 https://www.chevron.com/investorsgclsrc=aw.ds&gad_source=1&gad_campaignid=17017129565&gbraid=0AAAAADlXohrmRXWp-CM5aWn3OGuMm2hun&gclid=Cj0KCQiAyvHLBhDlARIsAHxl6xqxXO3vm29unVD7LNRP0SYRStMxG9r4Lf2Tj_-TLJqEpV_Jw0ya0XMaAtzuEALw_wcB https://chevroncorp.gcs-web.com/static-files/3aa983d7-ae60-4ce2-add3-b008b42f7165 https://chevroncorp.gcs-web.com/static-files/e343663d-4660-404a-b99c-86c33b543bd7"  
[X Link](https://x.com/WAR527/status/2017268104045154445)  2026-01-30T16:06Z [----] followers, [---] engagements


"#DVN and $CTRA letting negotiations ______: https://www.youtube.com/watchv=G6Kspj3OO0s https://www.youtube.com/watchv=G6Kspj3OO0s"  
[X Link](https://x.com/WAR527/status/2017313078031896703)  2026-01-30T19:04Z [----] followers, [----] engagements


"https://www.hartenergy.com/upstream/emerging-plays/he-continental-resources-permian-barnett/utm_id=gfta-ur-260130&share-code=TSYAZY4USJHN5HEOWV6JFHVQOY&user_id=user-id&customer_secondary_source=che_articleGifting https://www.hartenergy.com/upstream/emerging-plays/he-continental-resources-permian-barnett/utm_id=gfta-ur-260130&share-code=TSYAZY4USJHN5HEOWV6JFHVQOY&user_id=user-id&customer_secondary_source=che_articleGifting"  
[X Link](https://x.com/WAR527/status/2017351034713039051)  2026-01-30T21:35Z [----] followers, [----] engagements


"I will be interested in what happens to the $DVN office in OKC. SMH as to why they are doing that. First met Larry NIchols and HR Sanders of $DVN there circa [----] (yes feeling old). It has had a major impact on OKC. In the early 2000s it bought Mitchell Energy Santa Fe Energy Anderson Ocean Energy and others then in the 2010s bought Chief GeoSouthern Felix WPX RimRock Validus and Grayson Mill. Met Mick Merelli of APA back in the early 1980s also before it was spun out from APA and moved to Tulsa when it merged with Helmerich & Payne's oil and has division in [----] to form Cimarex. Bought Cabot"  
[X Link](https://x.com/WAR527/status/2018413327760667061)  2026-02-02T19:56Z [----] followers, 11.3K engagements


"Free $DVN/ $CTRA transcript https://seekingalpha.com/article/4864947gt=d91498f07706c0cd https://seekingalpha.com/article/4864947gt=d91498f07706c0cd"  
[X Link](https://x.com/WAR527/status/2018506053101535531)  2026-02-03T02:05Z [----] followers, [----] engagements


"@heik_energy Funny the things that become non-negotiable. "Sleeves off the vest" for $DVN mgt to get deal done"  
[X Link](https://x.com/WAR527/status/2018527165503979636)  2026-02-03T03:29Z [----] followers, [---] engagements


"$SU reports 4Q25 results PR: Presentation: Guidance: https://www.suncor.com/-/media/project/suncor/files/investor-centre/corporate-guidance-2026/2025-12-11-2026-corporate-guidance-en.pdfmodified=20251210213020&created=20251210213019 https://www.suncor.com/-/media/project/suncor/files/investor-centre/investor-relations-presentations-2025/2025-q4-suncor-energy-investor-presentation-en.pdfmodified=20260203212512&created=20260203145157"  
[X Link](https://x.com/WAR527/status/2018836916708507979)  2026-02-04T00:00Z [----] followers, [---] engagements


"Another trivial post: A great (to me) streaming show is 'Fallout' starring Walton Goggins and Ella Purnell. Never knew of the video game but the show is quirky cheeky and entertaining. Post-apocalyptic world. So many references to things of "our world today" with sometime subtle humor many not catch. A good watch. https://twitter.com/i/web/status/2018869552512221234 https://twitter.com/i/web/status/2018869552512221234"  
[X Link](https://x.com/WAR527/status/2018869552512221234)  2026-02-04T02:09Z [----] followers, [----] engagements


"Equinor sold about 30% of its US gas on spot market during January price spike https://www.reuters.com/business/energy/equinor-sold-about-30-its-us-gas-spot-market-during-january-price-spike-2026-02-04/ https://www.reuters.com/business/energy/equinor-sold-about-30-its-us-gas-spot-market-during-january-price-spike-2026-02-04/"  
[X Link](https://x.com/WAR527/status/2019110710136222199)  2026-02-04T18:08Z [----] followers, [----] engagements


"@NightCompanyman So maybe Kimmeridge takes a position in $PR and advises a merger with $DVN/ $CTRA or $MTDR or"  
[X Link](https://x.com/WAR527/status/2019241081397997792)  2026-02-05T02:46Z [----] followers, [---] engagements


"@NightCompanyman Yes but Mewbourne will be tougher than Endeavor. The pace will pick up IMO not slow down. And $DVN/ $CTRA establishes that a co can have a bazillion core areas so virtually no deal is a nevergonnahappen"  
[X Link](https://x.com/WAR527/status/2019242672754684234)  2026-02-05T02:52Z [----] followers, [---] engagements


"So am I missing anything"  
[X Link](https://x.com/WAR527/status/2019453855805628476)  2026-02-05T16:51Z [----] followers, [---] engagements


"$COP reports fourth-quarter and full-year [----] results; announces [----] guidance and quarterly dividend PR: Supplement: Presentation: https://static.conocophillips.com/files/resources/4q25_earnings_release_deck.pdf https://static.conocophillips.com/files/resources/4q25_supplemental-information.pdf https://www.conocophillips.com/news-media/story/conocophillips-reports-fourth-quarter-and-full-year-2025-results-announces-2026-guidance-and-quarterly-dividend/ https://static.conocophillips.com/files/resources/4q25_earnings_release_deck.pdf"  
[X Link](https://x.com/WAR527/status/2019457466837123502)  2026-02-05T17:05Z [----] followers, [----] engagements


"$SHEL reports 4Q25 results PR: F/S: Presentation: https://www.shell.com/investors/results-and-reporting/quarterly-results/_jcr_content/root/main/section/simple_copy/promo_1962010312_cop/links/item3.stream/1770256401893/3a6965abe56519e4b795a0087e21a00cc40204a1/q4-2025-slides.pdf https://www.shell.com/investors/results-and-reporting/quarterly-results/_jcr_content/root/main/section/simple_copy/promo_1962010312_cop/links/item1.stream/1770256401557/f1a8ad2e98a141f7a4ff0e5151d7014be79c4881/q4-2025-qra-document.pdf"  
[X Link](https://x.com/WAR527/status/2019551178716229910)  2026-02-05T23:18Z [----] followers, [---] engagements


"@CrudeCO77 "Predicting is hard esp when talking about the future" Glut No glut Initial price forecasts vs. revised given wars geopolitics politics (incl dumbf**kery) shareholder "returns" "FCF" debt repayment competitive pressure etc. etc"  
[X Link](https://x.com/WAR527/status/2019824996311540044)  2026-02-06T17:26Z [----] followers, [---] engagements


"Big immigration threat 😮 To understand the latest problem read this piece by Texas-based colleague @j_lovinger on the spread of the New World screwworm -- and why it matters a lot. https://t.co/bHbEkmA4Go To understand the latest problem read this piece by Texas-based colleague @j_lovinger on the spread of the New World screwworm -- and why it matters a lot. https://t.co/bHbEkmA4Go"  
[X Link](https://x.com/WAR527/status/2019829256034086954)  2026-02-06T17:43Z [----] followers, [----] engagements


"Exclusive: Japan's Mitsui close to buying stake in Qatar LNG project sources say https://www.reuters.com/sustainability/boards-policy-regulation/japans-mitsui-close-stake-qatar-lng-project-sources-say-2026-02-06/ https://www.reuters.com/sustainability/boards-policy-regulation/japans-mitsui-close-stake-qatar-lng-project-sources-say-2026-02-06/"  
[X Link](https://x.com/WAR527/status/2019900090429608224)  2026-02-06T22:24Z [----] followers, [---] engagements


"Contrarian take applicable to non-majors Cut back on share purchases and dividends try to keep production from declining if economics can be justified. What once may have seemed like healthy debt and balance sheet metrics can disappear quickly if prices stagnate or decline. Things like development runway and liquidity more important than FCF which is not (NOT I repeat NOT) a measure of financial health I predict a near-zero acceptance of the above. https://twitter.com/i/web/status/2020888341726539963 https://twitter.com/i/web/status/2020888341726539963"  
[X Link](https://x.com/WAR527/status/2020888341726539963)  2026-02-09T15:51Z [----] followers, [----] engagements


"@robsmithonline This era [----] version: symbolic protest on Olympic podium by Tommie Smith and Juan Carlos. Also assassination of MLK and riots at Chicago DNC convention"  
[X Link](https://x.com/WAR527/status/2020891018317431292)  2026-02-09T16:02Z [----] followers, [---] engagements


"Wen rug pull coming @RaisingTheBAR47 Money managers boosted bullish crude bets to multi-month highs with net-long Brent positions near [------] contractsthe highest in [--] months. Bloomberg says rising Iran-related geopolitical risk is pushing oil markets back toward supply-focused trading. #Oil #Brent #WTI Money managers boosted bullish crude bets to multi-month highs with net-long Brent positions near [------] contractsthe highest in [--] months. Bloomberg says rising Iran-related geopolitical risk is pushing oil markets back toward supply-focused trading. #Oil #Brent #WTI"  
[X Link](https://x.com/WAR527/status/2020960283100062076)  2026-02-09T20:37Z [----] followers, [----] engagements


"@Mr_Derivatives But Carolina got Bryce Young over SD"  
[X Link](https://x.com/WAR527/status/2020998627427221931)  2026-02-09T23:09Z [----] followers, [---] engagements


"@Mr_Derivatives @akafaceUS He was not naked so he would be disqualified"  
[X Link](https://x.com/WAR527/status/2021016839955038644)  2026-02-10T00:22Z [----] followers, [--] engagements


"$BP reports 4Q25 results PR: Link to all disclosures: https://www.bp.com/en/global/corporate/investors/results-reporting-and-presentations/quarterly-results-and-webcast.html https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/investors/bp-fourth-quarter-2025-results.pdf https://www.bp.com/en/global/corporate/investors/results-reporting-and-presentations/quarterly-results-and-webcast.html https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/investors/bp-fourth-quarter-2025-results.pdf"  
[X Link](https://x.com/WAR527/status/2021249753971835161)  2026-02-10T15:47Z [----] followers, [---] engagements


"Free https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02st=TJL27i&reflink=desktopwebshare_permalink https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02st=TJL27i&reflink=desktopwebshare_permalink"  
[X Link](https://x.com/WAR527/status/2021299559549251644)  2026-02-10T19:05Z [----] followers, [----] engagements


"Yes. They both perform ceiling tests: FC cos compare NBV of properties to the FNR discounted at 10%; SE essentially perform it similarly except use FNR undiscounted. SE should likely have larger impairments in [--] as a result of subpar returns on previous capex without requiring an impairment (because FNR was NBV): the bill for that is coming due this year mostly for oil cos. due to the large drop in oil prices"  
[X Link](https://x.com/WAR527/status/2021467768458035356)  2026-02-11T06:14Z [----] followers, [--] engagements


"That is one of the oilfields greatest myths. "Non-cash" is a misnomer. The impairment improves the income statement and thus balance sheet by reducing future DD&A. If prices create net income to add back to S/H equity they may recover all or par of the impairment. If not the "non-cash" portion becomes cash. They have no choice about taking the impairment and as hundreds of cos discovered [----] the actual impact of cash flows after "non-cash" charges is often enough to create financial distress. I believe $NOG is partially hedged for [----] so that should offset some of the charge"  
[X Link](https://x.com/WAR527/status/2021582400812097842)  2026-02-11T13:49Z [----] followers, [--] engagements


"$TTE reports 4Q25 results PR: Presentation: https://totalenergies.com/sites/g/files/nytnzq121/files/documents/totalenergies_2025-results-and-2026-objectives-presentation_2026_en.pdf https://totalenergies.com/system/files/documents/totalenergies_pr-results-q4-2025_2026_en.pdf https://totalenergies.com/sites/g/files/nytnzq121/files/documents/totalenergies_2025-results-and-2026-objectives-presentation_2026_en.pdf https://totalenergies.com/system/files/documents/totalenergies_pr-results-q4-2025_2026_en.pdf"  
[X Link](https://x.com/WAR527/status/2021672433439125674)  2026-02-11T19:47Z [----] followers, [---] engagements


"Thought for the day: "If you can't dazzle them with brilliance then baffle them with bullsh*t.""  
[X Link](https://x.com/WAR527/status/2021694859317244112)  2026-02-11T21:16Z [----] followers, [----] engagements


"$AR reports 4Q25 results PR: Highlights: https://d1io3yog0oux5.cloudfront.net/_a3ad8f4f235ccb3efd3c240a2c4dda2f/anteroresources/news/2026-02-11_Antero_Resources_Announces_Fourth_Quarter_2025_255.pdf https://d1io3yog0oux5.cloudfront.net/_a3ad8f4f235ccb3efd3c240a2c4dda2f/anteroresources/news/2026-02-11_Antero_Resources_Announces_Fourth_Quarter_2025_255.pdf"  
[X Link](https://x.com/WAR527/status/2021696133634953572)  2026-02-11T21:21Z [----] followers, [----] engagements


"$DVN outline of $1B+/yr. improvements to cash flow really begs the question: "Do you not have a program for continuous improvement in all aspects of your business and if so how did you apparently fall so far behind""  
[X Link](https://x.com/WAR527/status/1914674536789741619)  2025-04-22T13:35Z [----] followers, 10.6K engagements


"Greenlake (@MattG_PE ex- $PE) re-ups with PE firm NGP for $200 mm makes initial acquisition in Delaware Basin https://www.hartenergy.com/exclusives/ex-parsley-team-re-ups-greenlake-energy-ii-delaware-deal-212839 https://www.hartenergy.com/exclusives/ex-parsley-team-re-ups-greenlake-energy-ii-delaware-deal-212839"  
[X Link](https://x.com/WAR527/status/1919893551623577875)  2025-05-06T23:14Z [----] followers, [----] engagements


"$MTDR reports 3Q25 results PR: Presentation: Highlights: https://www.matadorresources.com/static-files/a83de4fa-9592-412b-a943-eec03ffa705a https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-third-quarter-2025-results https://www.matadorresources.com/static-files/a83de4fa-9592-412b-a943-eec03ffa705a https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-third-quarter-2025-results"  
[X Link](https://x.com/WAR527/status/1980731542310981730)  2025-10-21T20:22Z [----] followers, 24.8K engagements


"$CRC/ $BRY stock price charts (prior charts N.A. due to BKs)"  
[X Link](https://x.com/WAR527/status/2000633282955006156)  2025-12-15T18:25Z [----] followers, [----] engagements


"$SM/ $CIVI merger vote tomorrow [--] am CST Relative performance from 4/1/17 to 1/16/26. Also ode to the fallen $CIVI adding them to the list as in 'The Talking Dead' https://www.youtube.com/watchv=Xp3N1ZQjfYU https://www.youtube.com/watchv=Xp3N1ZQjfYU"  
[X Link](https://x.com/WAR527/status/2015967796950147468)  2026-01-27T01:59Z [----] followers, [----] engagements


"$SM and $CIVI approve merger. "We hope to deliver superior long term value for our stockholders" Unlike the mediocre negative past results of both companies apparently. https://prn.to/464UrIq https://prn.to/464UrIq"  
[X Link](https://x.com/WAR527/status/2016281545095434429)  2026-01-27T22:45Z [----] followers, [----] engagements


"Ok now that $SM and $CIVI have combined we need $SM to acquire $CRGY (this time around)"  
[X Link](https://x.com/WAR527/status/2016283583833329782)  2026-01-27T22:54Z [----] followers, [----] engagements


"$DVN/ $CTRA M&A disclosures: PR: Presentation: Summary: Ticks the boxes. Premier. Accretive. Leading operator. Best-in-class. Scale. Synergies. Shareholder returns. Fortress Balance Sheet EV $58 B incl Debt $11 B Highlights: https://s2.q4cdn.com/462548525/files/doc_presentations/2026/DVN-CTRA-Merger_Presentation_020226.pdf https://s2.q4cdn.com/462548525/files/doc_news/2026/DVN-CTRA-Merger_NewsRelease_020226.pdf https://s2.q4cdn.com/462548525/files/doc_presentations/2026/DVN-CTRA-Merger_Presentation_020226.pdf"  
[X Link](https://x.com/WAR527/status/2018383281448771608)  2026-02-02T17:57Z [----] followers, [----] engagements


"People yesterday doubted my post that $FANG and $PR mgt could easily keep tabs on each other but today I found conclusive PROOF"  
[X Link](https://x.com/WAR527/status/2019455254551527775)  2026-02-05T16:57Z [----] followers, [----] engagements


"$MGY reports 4Q25 results PR: Presentation: https://www.magnoliaoilgas.com//media/Files/M/Magnolia-Oil-Gas/documents/investors/events-presentation/mgy-4q25-earnings-presentation.pdf https://www.sec.gov/Archives/edgar/data/1698990/000169899026000002/ye2025pressrelease.htm https://www.magnoliaoilgas.com//media/Files/M/Magnolia-Oil-Gas/documents/investors/events-presentation/mgy-4q25-earnings-presentation.pdf https://www.sec.gov/Archives/edgar/data/1698990/000169899026000002/ye2025pressrelease.htm"  
[X Link](https://x.com/WAR527/status/2019518928700281187)  2026-02-05T21:10Z [----] followers, [----] engagements


"E&P ups today with oil up: $WTI $PROP $SM $KOS $SOC $AMPY $HPK . simply turdolicious Beta not miss out"  
[X Link](https://x.com/WAR527/status/2019804782362571206)  2026-02-06T16:06Z [----] followers, [----] engagements


"$CTRA exits (sort of) $WMB to re-enter after previous sale to $DVN @Reuters exclusive: Williams Co is looking to buy US natgas producing assets to secure supply in support of its one-stop-shop offering to hyperscalers and data center clients sources told @davidj_french and me. $WMB #OOTT #shaledeals https://t.co/24yclXFQGb @Reuters exclusive: Williams Co is looking to buy US natgas producing assets to secure supply in support of its one-stop-shop offering to hyperscalers and data center clients sources told @davidj_french and me. $WMB #OOTT #shaledeals https://t.co/24yclXFQGb"  
[X Link](https://x.com/WAR527/status/2019843453375639715)  2026-02-06T18:39Z [----] followers, [----] engagements


"$DEC files F/S for Canvas 8-K: https://www.sec.gov/ixdoc=/Archives/edgar/data/1922446/000192244626000011/dec-20251124.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1922446/000192244626000011/dec-20251124.htm"  
[X Link](https://x.com/WAR527/status/2019898523190198596)  2026-02-06T22:18Z [----] followers, [---] engagements


"$EXE Moving the co HQ to Houston before hiring new CEO and/or before M&A requires it: boss move or "  
[X Link](https://x.com/WAR527/status/2020877241656193175)  2026-02-09T15:07Z [----] followers, [----] engagements


"This just in: $EXE will offer parachute payments to all employees. No not employment termination for cash . actual parachutes. I would choose either the "walk down" or the "stay in place" options personally. (JK) Hot take -- Houston is absolutely beautiful this time of year. https://t.co/RvsLheUy4Y Hot take -- Houston is absolutely beautiful this time of year. https://t.co/RvsLheUy4Y"  
[X Link](https://x.com/WAR527/status/2020994694361080115)  2026-02-09T22:54Z [----] followers, [----] engagements


"@ZmansEnrgyBrain Only [--] Thought it was everyone in the EF. $BTE $SM $XOM and others to be named later 🙄"  
[X Link](https://x.com/WAR527/status/2021286138464395647)  2026-02-10T18:12Z [----] followers, [---] engagements


"$CRK reports 4Q25 results PR: Presentation: Highlights: https://investors.comstockresources.com/static-files/b2e72b1d-4d0f-479d-a0bf-944078967334 https://investors.comstockresources.com/static-files/c8faaf24-c415-4027-bc38-953660f4d9d5 https://investors.comstockresources.com/static-files/b2e72b1d-4d0f-479d-a0bf-944078967334 https://investors.comstockresources.com/static-files/c8faaf24-c415-4027-bc38-953660f4d9d5"  
[X Link](https://x.com/WAR527/status/2021697378051379685)  2026-02-11T21:26Z [----] followers, [----] engagements


"If tech is bottoming E&P is top***g Pairs trade History shows this is a bottoming indication. https://t.co/U2QwCZEBsS History shows this is a bottoming indication. https://t.co/U2QwCZEBsS"  
[X Link](https://x.com/WAR527/status/2022027360237977752)  2026-02-12T19:17Z [----] followers, [---] engagements


"Not sure this is the best analogy for $CRK operations A visual story https://t.co/Xtn3yOYGTu A visual story https://t.co/Xtn3yOYGTu"  
[X Link](https://x.com/WAR527/status/2022139512441463095)  2026-02-13T02:43Z [----] followers, [--] engagements


"Not sure this is the best analogy for $CRK operations https://www.reddit.com/r/gifs/comments/2bos3y/crash_of_the_agony_of_defeat_guy/ A visual story https://t.co/Xtn3yOYGTu https://www.reddit.com/r/gifs/comments/2bos3y/crash_of_the_agony_of_defeat_guy/ A visual story https://t.co/Xtn3yOYGTu"  
[X Link](https://x.com/WAR527/status/2022139959554289846)  2026-02-13T02:45Z [----] followers, [----] engagements


"E&P [--] stock US W/L: +0.01% Trading sardines ( $AMPY $BTE $KOS $WTI): +3.1%"  
[X Link](https://x.com/WAR527/status/2020961573746221244)  2026-02-09T20:42Z [----] followers, [----] engagements


"If there is one co. that has continued to 'Drill Baby Drill' it's $CRK. So why isn't it up bigly😉 $CRK reports 4Q25 results PR: https://t.co/Eym3vbX5EK Presentation: https://t.co/pVjZe21tlm Highlights: https://t.co/Gw0240XzmN $CRK reports 4Q25 results PR: https://t.co/Eym3vbX5EK Presentation: https://t.co/pVjZe21tlm Highlights: https://t.co/Gw0240XzmN"  
[X Link](https://x.com/WAR527/status/2022018118529561066)  2026-02-12T18:41Z [----] followers, [----] engagements


"Several E&P heavyweights report next week. Distinction between oil producers and natty producers may be stark. The full roster for the next [--] weeks is below:"  
[X Link](https://x.com/WAR527/status/2022384313854255144)  2026-02-13T18:56Z [----] followers, [----] engagements


"@_sem_yyc HVD"  
[X Link](https://x.com/WAR527/status/2022749951340552403)  2026-02-14T19:09Z [----] followers, [---] engagements


"I slashed my car payment to $10000 per month https://www.hartenergy.com/upstream/emerging-plays/he-comstock-haynesville-wildcat-cost/utm_id=gfta-ur-260214&share-code=X6J7VYZ3FVH6PFOLSIOFWKKVAY&user_id=5596425&customer_secondary_source=che_articleGifting https://www.hartenergy.com/upstream/emerging-plays/he-comstock-haynesville-wildcat-cost/utm_id=gfta-ur-260214&share-code=X6J7VYZ3FVH6PFOLSIOFWKKVAY&user_id=5596425&customer_secondary_source=che_articleGifting"  
[X Link](https://x.com/WAR527/status/2022753451617210449)  2026-02-14T19:22Z [----] followers, [----] engagements


"$AAV: CA Announces 3Q25 Financial and Operating Results https://prn.to/4oD3fMr https://prn.to/4oD3fMr"  
[X Link](https://x.com/WAR527/status/1983304895232126993)  2025-10-28T22:48Z [----] followers, [----] engagements


"$DEC reports 3Q25 results PR: Presentation: Highlights: https://d1io3yog0oux5.cloudfront.net/_77ffb55e9baa4bf155a6b7d3d3b6de66/dgoc/db/581/6036/pdf/3rd+Quarter+2025+Results+Presentation.pdf https://d1io3yog0oux5.cloudfront.net/_77ffb55e9baa4bf155a6b7d3d3b6de66/dgoc/news/2025-11-03_Diversified_Energy_Achieves_Strong_Quarterly_212.pdf https://d1io3yog0oux5.cloudfront.net/_77ffb55e9baa4bf155a6b7d3d3b6de66/dgoc/db/581/6036/pdf/3rd+Quarter+2025+Results+Presentation.pdf"  
[X Link](https://x.com/WAR527/status/1985458809708368105)  2025-11-03T21:27Z [----] followers, [----] engagements


"$CTRA: Kimmeridge Releases Letter to the Board Outlining Urgent Steps to Restore Governance and Unlock . https://prn.to/49A5RXa https://prn.to/49A5RXa"  
[X Link](https://x.com/WAR527/status/1985727113417167180)  2025-11-04T15:13Z [----] followers, 20.8K engagements


"$CRC reports 3Q25 results PR: Presentation: Highlights: https://www.crc.com/static-files/6e218791-b0e6-43e8-b174-d18d893cdbc8 https://www.crc.com/node/15771/pdf https://www.crc.com/static-files/6e218791-b0e6-43e8-b174-d18d893cdbc8 https://www.crc.com/node/15771/pdf"  
[X Link](https://x.com/WAR527/status/1985827238500048964)  2025-11-04T21:51Z [----] followers, [----] engagements


"$MNR reports 3Q25 results PR: Presentation (Sept 29): Highlights: https://d1io3yog0oux5.cloudfront.net/_b4a5d99a2c597288ad01bc56cc5b103a/machresources/db/2407/23307/pdf/092925+-+September+2025+MNR+Investor+Presentation+-+reposted+102225.pdf https://d1io3yog0oux5.cloudfront.net/_b4a5d99a2c597288ad01bc56cc5b103a/machresources/news/2025-11-06_Mach_Natural_Resources_LP_Reports_Third_Quarter_49.pdf https://d1io3yog0oux5.cloudfront.net/_b4a5d99a2c597288ad01bc56cc5b103a/machresources/db/2407/23307/pdf/092925+-+September+2025+MNR+Investor+Presentation+-+reposted+102225.pdf"  
[X Link](https://x.com/WAR527/status/1986561661646356498)  2025-11-06T22:29Z [----] followers, [----] engagements


"EAG publishes list of recent E&P transactions. Consolidation more so than valuation impetus @divestmentpros"  
[X Link](https://x.com/WAR527/status/1987169221995078030)  2025-11-08T14:43Z [----] followers, [----] engagements


"Activist investor Kimmeridge takes stake in US energy producer $DVN https://www.reuters.com/sustainability/sustainable-finance-reporting/activist-investor-kimmeridge-takes-stake-us-energy-producer-devon-2025-11-14/ https://www.reuters.com/sustainability/sustainable-finance-reporting/activist-investor-kimmeridge-takes-stake-us-energy-producer-devon-2025-11-14/"  
[X Link](https://x.com/anyuser/status/1989413783488663793)  2025-11-14T19:23Z [----] followers, 14.9K engagements


"Governance critique is well-warranted but value That I do not see. Readers Kimmeridge Releases Letter to the Board of Coterra Energy Outlining Urgent Steps to Restore Governance and Unlock . https://prn.to/49A5RXa https://prn.to/49A5RXa"  
[X Link](https://x.com/WAR527/status/1992973149034660221)  2025-11-24T15:06Z [----] followers, [----] engagements


"$DEC completes Canvas deal https://d1io3yog0oux5.cloudfront.net/_dbb42952a8c18e32519792f32c483244/dgoc/news/2025-11-24_Diversified_Energy_Completes_Canvas_Energy_213.pdf https://d1io3yog0oux5.cloudfront.net/_dbb42952a8c18e32519792f32c483244/dgoc/news/2025-11-24_Diversified_Energy_Completes_Canvas_Energy_213.pdf"  
[X Link](https://x.com/WAR527/status/1992981593083007450)  2025-11-24T15:40Z [----] followers, [----] engagements


"Nice seasonality period . except for E&P of course🙄 S&P [---] There were convincing signs of a bottom at the end of last week. Inverse ETF volume as a % of total spiked up to 43%.Outside of Liberation Day this is the highest % in more than [--] years. 40% has marked the bottom of most corrections. https://t.co/IHjusDNyfY S&P [---] There were convincing signs of a bottom at the end of last week. Inverse ETF volume as a % of total spiked up to 43%.Outside of Liberation Day this is the highest % in more than [--] years. 40% has marked the bottom of most corrections. https://t.co/IHjusDNyfY"  
[X Link](https://x.com/WAR527/status/1993130414760989162)  2025-11-25T01:31Z [----] followers, 13.6K engagements


"$BKV Announces Launch of Public Offering of Common Stock - https://www.businesswire.com/news/home/20251201726390/en/BKV-Corporation-Announces-Launch-of-Public-Offering-of-Common-Stockutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20251201726390/en/BKV-Corporation-Announces-Launch-of-Public-Offering-of-Common-Stockutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"  
[X Link](https://x.com/WAR527/status/1995604597331911067)  2025-12-01T21:23Z [----] followers, [----] engagements


"$BKV prospectus https://www.sec.gov/Archives/edgar/data/1838406/000110465925117338/tm2527002-8_424b2.htm $BKV Announces Launch of Public Offering of Common Stock - https://t.co/jEzOGmUeBG https://www.sec.gov/Archives/edgar/data/1838406/000110465925117338/tm2527002-8_424b2.htm $BKV Announces Launch of Public Offering of Common Stock - https://t.co/jEzOGmUeBG"  
[X Link](https://x.com/WAR527/status/1995615486009319758)  2025-12-01T22:06Z [----] followers, [----] engagements


"Legado Capital Closes $DEC $400000000 Acquisition Financing ABS Transac. https://prn.to/49VgiF1 https://prn.to/49VgiF1"  
[X Link](https://x.com/WAR527/status/1996278459899752805)  2025-12-03T18:00Z [----] followers, [----] engagements


"Free link: $AR and HG https://www.bloomberg.com/news/articles/2025-12-08/antero-resources-is-said-to-near-multibillion-deal-for-hg-energyaccessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc2NTE5MTgwNCwiZXhwIjoxNzY1Nzk2NjA0LCJhcnRpY2xlSWQiOiJUNlgxTzhLSkg2VjQwMCIsImJjb25uZWN0SWQiOiJFMDJDREZDODUwOUI0NEQ3ODdCRTFBQkQyQjE1RjcyNSJ9.RXY95uHBIcDWz7BcAqOrf5a6lFIYzcdkYjc_CqbLA1g"  
[X Link](https://x.com/WAR527/status/1997985592752181453)  2025-12-08T11:04Z [----] followers, [----] engagements


"$NOG Announces $1.2 Billion Joint Acquisition with $INR: Acquiring Premier Utica Upstream Assets https://www.businesswire.com/news/home/20251208264744/en/NOG-Announces-%241.2-Billion-Joint-Acquisition-with-Infinity-Natural-Resources-Acquiring-Premier-Utica-Upstream-Assets-with-Fully-Integrated-Scaled-Midstream-Assets-Considerably-Enhances-and-Expands-NOG-Natural-Gas-Profileutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"  
[X Link](https://x.com/WAR527/status/1998005449203863559)  2025-12-08T12:23Z [----] followers, [----] engagements


"No surprise: $VTLE and $CRGY S/Hs both approve merger. https://www.youtube.com/watchv=rY0WxgSXdEE https://www.youtube.com/watchv=rY0WxgSXdEE"  
[X Link](https://x.com/WAR527/status/1999591161699143986)  2025-12-12T21:24Z [----] followers, [----] engagements


"$VTLE chart (-95% since 2014)"  
[X Link](https://x.com/WAR527/status/1999599922224455697)  2025-12-12T21:59Z [----] followers, [----] engagements


"$VTLE 🤮 https://www.hartenergy.com/energy-market-transactions/mergers/he-anatomy-of-a-deal-vital-crescent/utm_id=gfta-ur-251215&share-code=FEZH2GBD7VGKJGVQ3R5RDHKKEE&user_id=5596425&customer_secondary_source=che_articleGifting https://www.hartenergy.com/energy-market-transactions/mergers/he-anatomy-of-a-deal-vital-crescent/utm_id=gfta-ur-251215&share-code=FEZH2GBD7VGKJGVQ3R5RDHKKEE&user_id=5596425&customer_secondary_source=che_articleGifting"  
[X Link](https://x.com/WAR527/status/2000386704923054389)  2025-12-15T02:05Z [----] followers, [----] engagements


"$CRGY closes $VTLE deal. "Transformative" deal adds [--] $VTLE directors.🙄 https://crescentenergyco.com/wp-content/uploads/2025/12/CRGY-Closes-Transformative-Acquisition-of-Vital-Energy-12.15.25.pdf https://crescentenergyco.com/wp-content/uploads/2025/12/CRGY-Closes-Transformative-Acquisition-of-Vital-Energy-12.15.25.pdf"  
[X Link](https://x.com/WAR527/status/2000576922921627918)  2025-12-15T14:41Z [----] followers, [----] engagements


"Proxy/ Prospectus for $CRC/ $BRY merger with meeting today https://www.sec.gov/Archives/edgar/data/1609253/000119312525264677/d29454d424b3.htm https://www.sec.gov/Archives/edgar/data/1609253/000119312525264677/d29454d424b3.htm"  
[X Link](https://x.com/WAR527/status/2000604799964746039)  2025-12-15T16:32Z [----] followers, [----] engagements


"$BRY S/Hs Approve Combination with $CRC https://www.globenewswire.com/news-release/2025/12/15/3205712/0/en/Berry-Stockholders-Approve-Combination-with-CRC.html https://www.globenewswire.com/news-release/2025/12/15/3205712/0/en/Berry-Stockholders-Approve-Combination-with-CRC.html"  
[X Link](https://x.com/WAR527/status/2000632085187576183)  2025-12-15T18:20Z [----] followers, [----] engagements


"$INR Publishes Updated Hedge Positions - https://www.businesswire.com/news/home/20251217014736/en/Infinity-Natural-Resources-Publishes-Updated-Hedge-Positionsutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20251217014736/en/Infinity-Natural-Resources-Publishes-Updated-Hedge-Positionsutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"  
[X Link](https://x.com/WAR527/status/2001428818284650876)  2025-12-17T23:06Z [----] followers, [---] engagements


"Posted without comment Source: @RBNEnergy Oil & Gas Financial Analytics LLC"  
[X Link](https://x.com/WAR527/status/2002059355664093338)  2025-12-19T16:52Z [----] followers, [----] engagements


"South Wind Exploration & Production LLC Announces Increased Equity Commitments of Over $1 Billion from Kayne Anderson and Quantum Capital Group - https://www.businesswire.com/news/home/20260106752359/en/South-Wind-Exploration-Production-LLC-Announces-Increased-Equity-Commitments-of-Over-%241-Billion-from-Kayne-Anderson-and-Quantum-Capital-Grouputm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"  
[X Link](https://x.com/WAR527/status/2008925566368362876)  2026-01-07T15:35Z [----] followers, [----] engagements


"$INR Acquires Working Interest in its South Bend Field in Pennsylvania for $36 Million - https://www.businesswire.com/news/home/20260120984715/en/Infinity-Natural-Resources-Acquires-Working-Interest-in-its-South-Bend-Field-in-Pennsylvania-for-%2436-Millionutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20260120984715/en/Infinity-Natural-Resources-Acquires-Working-Interest-in-its-South-Bend-Field-in-Pennsylvania-for-%2436-Millionutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"  
[X Link](https://x.com/WAR527/status/2013768431904956590)  2026-01-21T00:19Z [----] followers, [----] engagements


"@brutapologist So McConnell has been sitting on that bill as well as the House stimulus bill since Spring. And that Trump ceased negotiations with Dems so he could step in and "save" everyone with his EOs then blame Dems even though he had the last say Gotcha"  
[X Link](https://x.com/WAR527/status/1293211445757345793)  2020-08-11T15:43Z [----] followers, [--] engagements


"@jaketapper Will this be the night that the lights go out (on Trump) in Georgia"  
[X Link](https://x.com/WAR527/status/1324550471147806720)  2020-11-06T03:13Z [----] followers, [--] engagements


"are not of general interest to many. Feel free to respond below or via DM or simply by clicking 'like' to show interest in such going forward. Any suggestions or other comments (usually) appreciated"  
[X Link](https://x.com/WAR527/status/1358546880859435008)  2021-02-07T22:43Z [----] followers, [--] engagements


"toward govt control masks lockdowns etc. End of rant which I expect will do little to change readers' feelings but makes me feel a bit better. https://www.influenzaarchive.org/ https://www.influenzaarchive.org/"  
[X Link](https://x.com/WAR527/status/1378716106798563337)  2021-04-04T14:28Z [----] followers, [--] engagements


"WSJ.Shale companies are generating record amounts of cash. Instead of more drilling they are paying off debt and sharing it with investors. via @WSJ https://www.wsj.com/articles/american-frackers-show-restraint-as-oil-tops-70-11625823000st=tkmoj7xxcrhsjgs&reflink=desktopwebshare_twitter https://www.wsj.com/articles/american-frackers-show-restraint-as-oil-tops-70-11625823000st=tkmoj7xxcrhsjgs&reflink=desktopwebshare_twitter"  
[X Link](https://x.com/WAR527/status/1413486797586305024)  2021-07-09T13:14Z [----] followers, [---] engagements


"The U.S. loves solar power but the panels are made using Chinese coal. Governments and companies are looking for emissions cuts at the source. via @WSJ https://www.wsj.com/articles/behind-the-rise-of-u-s-solar-power-a-mountain-of-chinese-coal-11627734770st=3af3126yz4j773n&reflink=desktopwebshare_twitter https://www.wsj.com/articles/behind-the-rise-of-u-s-solar-power-a-mountain-of-chinese-coal-11627734770st=3af3126yz4j773n&reflink=desktopwebshare_twitter"  
[X Link](https://x.com/WAR527/status/1421498620700991493)  2021-07-31T15:50Z [----] followers, [--] engagements


"The headline you probably will not see today: "Counterparties rake in $12 B in profits from E&P hedges""  
[X Link](https://x.com/WAR527/status/1423272226074279942)  2021-08-05T13:18Z [----] followers, [--] engagements


"Ok what else do I have to do on a Sat. night but design around-the-world travel itineraries within Texas for Texans on a budget Here goes a longer version for adventurous travelers"  
[X Link](https://x.com/WAR527/status/1431826607078006784)  2021-08-29T03:50Z [----] followers, [--] engagements


"Following through with a commitment I made to myself to go through the $XEC/ $COG proxy all 200+ pages. Trying to summarize and condense is not going as I had hoped partly because I teared up when I saw the fees and exec comp packages I will try to post something tomorrow"  
[X Link](https://x.com/WAR527/status/1433997777055408130)  2021-09-04T03:38Z [----] followers, [--] engagements


"Is Sen. Warren going after the turkey lobby because she heard that deep fried turkey was cooked in oil Asking for most everybody I think"  
[X Link](https://x.com/WAR527/status/1463272225419710470)  2021-11-23T22:24Z [----] followers, [--] engagements


"I despise buybacks. Give investors a bigger dividend and let them decide if a co. deserves to have its shares purchased rather than leave it in the hands of incentivized mgts. That is all"  
[X Link](https://x.com/WAR527/status/1494067518104915978)  2022-02-16T21:53Z [----] followers, [---] engagements


"Do readers find the posts re earnings useful I do it mostly for myself so I can go back and review easily. If it is a bother in the Twitterverse just let me know"  
[X Link](https://x.com/WAR527/status/1521600849184755720)  2022-05-03T21:21Z [----] followers, [---] engagements


"$CDEV: Congratulations to Will Hickey and the Colgate team for executing their grow and sell/merge strategy to near perfection I cannot remember a non-public co I have received more comments and DMs about than Colgate . all along the lines of "when do you think they will /1"  
[X Link](https://x.com/WAR527/status/1527313108405866497)  2022-05-19T15:39Z [----] followers, [---] engagements


"Too much sharing tonight . a bit nostalgic. Please pray for my younger sister who found out a year ago she has ALS. She is enrolled in a stem cell program at Mayo Clinic in Rochester MN and has a progress report tomorrow. Thanks😢"  
[X Link](https://x.com/WAR527/status/1559724355508117507)  2022-08-17T02:10Z [----] followers, [---] engagements


"Recent E&P IB conversation: #1" You know that deal we recently discussed My co. is willing to do that deal on the terms we discussed $100 oil/$10 natty" #2: "My client is using $70/$4 now. Good luck.""  
[X Link](https://x.com/WAR527/status/1574544986103861285)  2022-09-26T23:42Z [----] followers, [--] engagements


"Tough day. Sorry to say that my younger sister Cathy passed away today from complications of ALS. Although the end result was expected the timing was not and she is definitely one who will be missed. She was instrumental in getting the recent ALS legislation adopted 1/n"  
[X Link](https://x.com/WAR527/status/1636196423745036288)  2023-03-16T02:43Z [----] followers, 29.5K engagements


"and remained a fighter and a warrior against that terrible disease until the end while remaining cheerful despite what was going on with her body. #ALS#EndALS"  
[X Link](https://x.com/WAR527/status/1636197094632353792)  2023-03-16T02:46Z [----] followers, [----] engagements


"OK WHO ISSUES A PRESS RELEASE ON A SUNDAY IN THE MIDDLE OF THE SUMMER $CVX that's who. IR Dept clearly got heatstroke. Beats reduced guidance; Permian production +11%. https://www.chevron.com/-/media/chevron/stories/documents/2Q23-earnings-highlights.pdf https://www.chevron.com/-/media/chevron/stories/documents/2Q23-earnings-highlights.pdf"  
[X Link](https://x.com/WAR527/status/1683268316645797889)  2023-07-24T00:10Z [----] followers, 16.6K engagements


"Awesome strategy $CVX swoops in while $XOM is "busy" and agrees to buy $HES for $53B in stock. Also interesting is that there were no expectations that $HES was ready to sell no co. statements for same and no leaks https://investors.hess.com/node/33591/pdf https://investors.hess.com/node/33591/pdf"  
[X Link](https://x.com/WAR527/status/1716431363136499966)  2023-10-23T12:28Z [----] followers, 11.6K engagements


"New thread for large "secretive" lists of E&P cos. in each basin esp those who might be interested in an exit or are likely targets . worthwhile Appalachia - Ascent Encino PennEnergy . Haynesville - Aethon Rockcliff . Bakken - Grayson Mill . Rockies - Terra"  
[X Link](https://x.com/WAR527/status/1723428657803235496)  2023-11-11T19:53Z [----] followers, 28.2K engagements


"FINALLY First deal for 2024: $APA to buy $CPE. A $CPE deal has been high on the list of rumored deals to me so now it is public. All-stock transaction valued at $4.5 B overall will generate some interesting discussions about use of cash flow and B/S https://investor.apacorp.com/news-releases/news-release-details/apa-corporation-acquire-callon-petroleum-company-all-stock https://investor.apacorp.com/news-releases/news-release-details/apa-corporation-acquire-callon-petroleum-company-all-stock"  
[X Link](https://x.com/WAR527/status/1742871247703179473)  2024-01-04T11:31Z [----] followers, 23.8K engagements


"$DVN mgt. looking for a Permian deal"  
[X Link](https://x.com/WAR527/status/1743082301347500473)  2024-01-05T01:29Z [----] followers, 17.9K engagements


"$TALO Announces Acquisition of QuarterNorth Energy for $1.29 B in cash and stock PR: Presentation: https://s201.q4cdn.com/120347489/files/doc_downloads/key_docs_social/2024-01-15-Talos-Energy-QuarterNorth-Acquisition-Announcement-Presentation-vFINAL.pdf https://prn.to/47BX16w https://s201.q4cdn.com/120347489/files/doc_downloads/key_docs_social/2024-01-15-Talos-Energy-QuarterNorth-Acquisition-Announcement-Presentation-vFINAL.pdf https://prn.to/47BX16w"  
[X Link](https://x.com/WAR527/status/1747053970827137478)  2024-01-16T00:31Z [----] followers, 15K engagements


"Today is remembered as the Ides of March but for me it will always be remembered as the day my sister Cathy passed away. Only [--] years after discovery in what we thought would be a 2-5 year battle. I think about her every day and regret that I was not there for her more. 1/2"  
[X Link](https://x.com/WAR527/status/1768602520350302484)  2024-03-15T11:37Z [----] followers, [----] engagements


"Hart Energy list of top [--] private operators in order of BOE/d. Oil producer list shrinking natty not so much (yet). As of YE23"  
[X Link](https://x.com/WAR527/status/1811409117317066866)  2024-07-11T14:36Z [----] followers, 11.5K engagements


"To those who may not know: when I post Press Releases Presentations Highlights etc. after earnings I am not doing deep dives just getting the info to as many ppl as possible so they do not have to get it themselves. At the height of the earnings season that means a lot of posts"  
[X Link](https://x.com/WAR527/status/1848822653735362867)  2024-10-22T20:24Z [----] followers, [----] engagements


"Data dump incoming: Complete list of US E&P Bankruptcies [----] - [----] (c. Haynes & Boone)"  
[X Link](https://x.com/WAR527/status/1866528632639820277)  2024-12-10T17:01Z [----] followers, 11.4K engagements


"Is #EFT fading away or just me I am hoping that a post-NAPE recovery is coming after the mandatory 2-4 week detox period. Too many alternative venues Where is the love"  
[X Link](https://x.com/WAR527/status/1879953979741991277)  2025-01-16T18:08Z [----] followers, 13.4K engagements


"Since I seem to be discussing layoffs here devastated and disgusted to learn that the WH and DOGE poobah thought it would be a good idea to layoff entire group charged with safeguarding the country's nuclear weapons then hastily backtracking when they realized what a f*up that was. If the new Sec of Energy knew of these plans and approved of them (since his jurisdiction) would be even more __________. If not then what is the purpose of the position Is the US' new position now " Cut fire aim ready And "what's next" Signed 40+ yr energy and finance professional and supporter of common sense"  
[X Link](https://x.com/WAR527/status/1890823272067158061)  2025-02-15T17:59Z [----] followers, 12K engagements


"$FANG and Double Eagle IV confirm plans to merge. $3 B in cash and [---] mm shares; $4.1 B EV. April [--] close. New development JV with DE to accelerate "lower quality acreage" with no capex to $FANG ("carry" by DE value TBD) PR: Presentation: Highlights: https://www.diamondbackenergy.com/static-files/20a8dd0d-25c2-440f-820b-f06afbf8c114 https://www.diamondbackenergy.com/node/16671/pdf https://www.diamondbackenergy.com/static-files/20a8dd0d-25c2-440f-820b-f06afbf8c114 https://www.diamondbackenergy.com/node/16671/pdf"  
[X Link](https://x.com/WAR527/status/1891873611130024092)  2025-02-18T15:33Z [----] followers, [----] engagements


"A pause for a serious PSA: If you are [--] yrs or older ask your Dr about getting a "cardiac calcium score' which is used to assess the risk of developing coronary artery disease (CAD) and future heart events. Just got back from a visit with a friend who lost his wife [--] years ago to heart attack at 60ish and he pointed out to me that she was asymptomatic and had never had one. Surgeon said there was too much damage to save her; hopefully this PSA may help someone out there avoid a similar result"  
[X Link](https://x.com/WAR527/status/1891993226334109903)  2025-02-18T23:28Z [----] followers, [----] engagements


"Citadel acquires Paloma (EnCap) for $1.2 B https://www.hartenergy.com/exclusives/sources-citadel-buys-haynesville-ep-paloma-natural-gas-12b-212293 https://www.hartenergy.com/exclusives/sources-citadel-buys-haynesville-ep-paloma-natural-gas-12b-212293"  
[X Link](https://x.com/WAR527/status/1900324743422574708)  2025-03-13T23:14Z [----] followers, 11.7K engagements


"@RhinoVesting Is that the fund I suppose any way to force values lower to re-rate the sector would be appropriate. Also any cos. that are legally alive but with no activity"  
[X Link](https://x.com/WAR527/status/1902030904433791360)  2025-03-18T16:14Z [----] followers, [--] engagements


"A middle of the night thought: This will never happen but wouldn't it be interesting if oil and gas producers all throttled back production for a day or a week or as a protest over their treatment by politicians Could even call it the "Texas Tea Party"😉"  
[X Link](https://x.com/WAR527/status/1915694684564791301)  2025-04-25T09:09Z [----] followers, [----] engagements


"$PR's buy from $APA for $608 mm PR:"  
[X Link](https://x.com/WAR527/status/1920219466450792809)  2025-05-07T20:49Z [----] followers, 15K engagements


"$TXO agrees to buy Elm Coulee/ Bakken assets from White Rock Energy a portco of PE firm Quantum for $350 mm $70 mm deferred for [--] year. Daily BOE to $TXO = [----] (93% liquids) JV partner North Hudson will acquire a 30% non-op position. Total consideration including both =$475 mm https://d1io3yog0oux5.cloudfront.net/_0ff3f6205f5cedac865a3a27cf29f9bd/txoenergy/news/2025-05-13_TXO_Partners_L_P_Announces_Entry_Into_Definitive_17.pdf https://d1io3yog0oux5.cloudfront.net/_0ff3f6205f5cedac865a3a27cf29f9bd/txoenergy/news/2025-05-13_TXO_Partners_L_P_Announces_Entry_Into_Definitive_17.pdf"  
[X Link](https://x.com/WAR527/status/1922404883011141661)  2025-05-13T21:33Z [----] followers, 12.2K engagements


"$FANG's Presentation has to be one of the most comprehensive and transparent publications put out by E&P cos. Lots of text graphs and pictures with little white space on any page. Unlike many of its peers $FANG includes not only absolute #s but per barrel per $ of CAPEX and per share figures important for investors in $FANG (and others) to analyze since it has been such an active acquirer and has grown in part by issuing shares. Readers should focus on these per share #s more so than absolutes IMO. Slides [--] [--] and [--] in particular show cash flow production and reserves PER SHARE. To me these"  
[X Link](https://x.com/WAR527/status/1952708545520046531)  2025-08-05T12:29Z [----] followers, [----] engagements


"Powder River Basin Operators' Map ( $EPSN)"  
[X Link](https://x.com/WAR527/status/1955759514067853723)  2025-08-13T22:32Z [----] followers, 13K engagements


"The actual winner for Sept. is "C" "Kidding ." $XLE $XOP down only slightly $PSCE slight up. or 💤 Ded☠ Today's poll: Once August is complete largely fulfilling its role as traditionally the worst month for E&P stocks and pending the return of pro traders from the Hamptons after Labor Day how will those stocks perform as a group during Sept. ($XLE $XOP etc.) Today's poll: Once August is complete largely fulfilling its role as traditionally the worst month for E&P stocks and pending the return of pro traders from the Hamptons after Labor Day how will those stocks perform as a group during"  
[X Link](https://x.com/WAR527/status/1973810971580731670)  2025-10-02T18:03Z [----] followers, [----] engagements


"$WES ( $OXY) taking on water https://prn.to/47bcigL https://prn.to/47bcigL"  
[X Link](https://x.com/WAR527/status/1978558126900076606)  2025-10-15T20:26Z [----] followers, [----] engagements


"Citi: "Oil could drop to $50." Ok now who will give me $40s 🙄"  
[X Link](https://x.com/WAR527/status/1979942097374319099)  2025-10-19T16:05Z [----] followers, [----] engagements


"A bit surprised that with all the comments directed at PE $KKR has received something like $400 mm in various fees since [----] for managing $CRGY while S/Hs have lost 50% of their investment. Must be me though 🙄"  
[X Link](https://x.com/WAR527/status/1986629011515052434)  2025-11-07T02:57Z [----] followers, [----] engagements

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