[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @WAR527 RAWenergy RAWenergy posts on X about $mtdr, $rrc, cvx, $cvx the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1264236569273212932/interactions)  - X Week XXXXXXX +316% - X Month XXXXXXX +113% - X Months XXXXXXXXX +60% - X Year XXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::1264236569273212932/posts_active)  - X Week XX +1.90% - X Month XXX +40% - X Months XXX +55% - X Year XXX +29% ### Followers: XXXXX [#](/creator/twitter::1264236569273212932/followers)  - X Week XXXXX +0.34% - X Month XXXXX +0.96% - X Months XXXXX +5.60% - X Year XXXXX +11% ### CreatorRank: XXXXXXX [#](/creator/twitter::1264236569273212932/influencer_rank)  ### Social Influence [#](/creator/twitter::1264236569273212932/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [celebrities](/list/celebrities) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$mtdr](/topic/$mtdr) 3.45%, [$rrc](/topic/$rrc) #1, [cvx](/topic/cvx) 3.02%, [$cvx](/topic/$cvx) 3.02%, [$eqt](/topic/$eqt) 3.02%, [$hes](/topic/$hes) 2.16%, [cnx](/topic/cnx) 2.16%, [cos](/topic/cos) 2.16%, [$cnx](/topic/$cnx) 2.16%, [$apa](/topic/$apa) XXXX% **Top accounts mentioned or mentioned by** [@teddygambino](/creator/undefined) [@shedrills](/creator/undefined) [@traderscom](/creator/undefined) [@campbe14425505](/creator/undefined) [@badbeanieman](/creator/undefined) [@energykenobi](/creator/undefined) [@5kjohnson](/creator/undefined) [@jack_mcclendon](/creator/undefined) [@u308andy](/creator/undefined) [@senmpete](/creator/undefined) [@damianroy](/creator/undefined) [@thepadre13](/creator/undefined) [@mattmiller](/creator/undefined) [@rhettbennettftw](/creator/undefined) [@reng68](/creator/undefined) [@fauxright](/creator/undefined) [@jackmcclendon](/creator/undefined) [@oilallaround](/creator/undefined) [@patrick23709879](/creator/undefined) [@oraclealexx](/creator/undefined) **Top assets mentioned** [Matador Resources, Co. (MTDR)](/topic/$mtdr) [Range Resources, Corp. (RRC)](/topic/$rrc) [Convex Finance (CVX)](/topic/$cvx) [EQT, Corp. (EQT)](/topic/$eqt) [Hess Corp. (HES)](/topic/$hes) [Cryptonex (CNX)](/topic/$cnx) [APA Corp (US) (APA)](/topic/$apa) [Devon Energy Corp (DVN)](/topic/$dvn) [Comstock Resources, Inc. (CRK)](/topic/$crk) [FANG Token (FANG)](/topic/$fang) [Copiosa Coin (COP2)](/topic/$cop) [Windoge98 (EXE)](/topic/$exe) [Arweave (AR)](/topic/$ar) [Magnolia Oil & Gas Corporation Class A Common Stock (MGY)](/topic/$mgy) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Coterra Energy Inc (CTRA)](/topic/$ctra) [National Fuel Gas Co. (NFG)](/topic/$nfg) [Exxon Mobil (XOM)](/topic/$xom) [Marathon Oil Corporation (MRO)](/topic/$mro) [ConocoPhillips (COP)](/topic/conocophillips) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Enume AI (ENI)](/topic/$eni) [California Resources Corporation (CRC)](/topic/$crc) [Northern Oil and Gas, Inc. (NOG)](/topic/$nog) [SM Energy Company (SM)](/topic/$sm) [Aethir (ATH)](/topic/$ath) [A3S Protocol (AA)](/topic/$aa) [EOG Resources Inc (EOG)](/topic/$eog) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [Oxygen (OXY)](/topic/$oxy) [Baytex Energy Corp. (BTE)](/topic/$bte) [Black Stone Minerals, L.P. (BSM)](/topic/$bsm) ### Top Social Posts [#](/creator/twitter::1264236569273212932/posts) --- Top posts by engagements in the last XX hours "@U308Andy Paying down debt first including what was assumed in $MRO deal. Targeted $X B in sales. Alaska certainly will be a focus but most analysts expect them to acquire something else now that $CVX has ()"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948088445714194543) 2025-07-23 18:30:53 UTC 9334 followers, XXX engagements "$HES mini-truck collection debuts July 21"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1946381937204965619) 2025-07-19 01:29:50 UTC 9337 followers, 1357 engagements "$COP nears sale of Oklahoma assets to Stone Ridge Energy sources say"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947780669142077914) 2025-07-22 22:07:54 UTC 9337 followers, 7796 engagements "$VNOM files Information Statement re merger with $STR. Backgound pp. 38-54 Advisory opinions pp 55-82"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948128838317130143) 2025-07-23 21:11:24 UTC 9341 followers, 3976 engagements "Consensus GAAP estimates: $EQT: EPS $0.53; Rev $XXXX B $MTDR: EPS $1.36; Rev $XXX MM $RRC: EPS $0.66; Rev $XXX MM Of course it is the reaction to the news including guidance that matters more than the actual #s"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947732342191120823) 2025-07-22 18:55:52 UTC 9337 followers, 1219 engagements "And just like that E&P M&A goes from sparse to heavy with the $CVX/ $HES merger"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1946240154068242709) 2025-07-18 16:06:26 UTC 9338 followers, 2543 engagements "@senmpete @U308Andy Would love to. It is a long way from the Nichols' and HR Sanders"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948107994669133984) 2025-07-23 19:48:34 UTC 9337 followers, XX engagements "$MTDR Ah the War & Peace of E&P disclosures. IYKYK. But transparency is a good thing I have heard Very little of issue in their report. The slight gradual decline in results is evident in both q-o-q and y-o-y results. But not unexpected given the current pricing environment. Plans are for slight production increase this year. $XXX B in SEC value and $XX B in BFIT FNR at YE XX vs. $XXX B in capitalized costs means no impairments even as a FC co. Nice to see but debt rose in 2024 for acquisitions. Helps accretion but evaluation needs to incorporate debt-adjusted returns. San Mateo midstream"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948030903839592590) 2025-07-23 14:42:14 UTC 9340 followers, 1741 engagements "Finally The start of E&P earnings season slow as the start may be Gassies generally first: $EQT $RRC $CNX; along with foreign cos like $TTE $ENI $EQNR. Possibly tentatively if my source is correct. The following week (Jy 28+) more gassies: $EXE $AR $NFG $CRK $MGY along with $CVX and $SHEL ++ a few others. Standard guidance: "We will cut capex until it becomes apparent that production will drop because investors ABHOR a declining forecast." Will cos generate earnings Stay tuned Will cos generate a full-cycle positive return (i.e. cumulative earnings post-impairments that exceed the prior"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1946594474622104026) 2025-07-19 15:34:23 UTC 9337 followers, 1350 engagements "$IKAV's most recent deals were the purchase with CPPIB of Aera Energy from #SHEL and $XOM subsequent merger of Aera into $CRC"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1943297670254100577) 2025-07-10 13:14:03 UTC 9337 followers, XXX engagements "From E&P mgt. calls (past present and future): Mgt: "We projected a shareholder yield of XX% in 2024 including a X% dividend yield and buybacks of 16%" Anal: "Ok but how did your stock do after you bought it back" Mgt: "Well we're down XX% on the stock but are very confident we are undervalued." Anal: "But doesn't that make your "shareholder return" negative for the year" Mgt: "Well yes but that's only X year." Anal: "And isn't there a cost of capital associated with that buyback" Mgt.: "Yes there is." Anal: "And aren't most COC XX% vs. a X% divvy yield." Mgt: "Well yes." Anal: "How do you"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948086626934292800) 2025-07-23 18:23:40 UTC 9340 followers, 7232 engagements "$OVV reports results of their new drug trial . wait wrong release $OVV reports 2Q25 results PR: Supp. F/S: Presentation: 10-Q:"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948493725786620017) 2025-07-24 21:21:20 UTC 9337 followers, 1883 engagements "Heard in the tweets today:" Sure my shitco E&P is only XXXXX the size of $HES doesn't have an asset like Guyana and is loaded with debt but they deserve the same multiples in M&A." 🙄"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1946361923781505160) 2025-07-19 00:10:18 UTC 9337 followers, 3293 engagements "$CNX reports 2Q25 results PR/ Remarks: Presentation: Supp.:"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948365275553808573) 2025-07-24 12:50:55 UTC 9339 followers, XXX engagements "$APA reports supplemental info for 2Q25 including curtailment of nat gas also asset sale in May to $PR"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1943305419457274179) 2025-07-10 13:44:51 UTC 9337 followers, 1069 engagements "Today's post: STOP THE DISTRACTIONS. RELEASE THE EPSTEIN FILES. JUSTICE FOR THE VICTIMS. JAIL FOR THE PERPS🤬"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948482364751155314) 2025-07-24 20:36:11 UTC 9341 followers, XXX engagements "@Jack_McClendon @TeddyGambino If a co the size of $APA $MTDR $CRK is a zombie sure"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948405602977218795) 2025-07-24 15:31:10 UTC 9341 followers, XXX engagements "@pg_199413 @campbe14425505 Permian acreage/deals more limited. Cos. likely to establish new core areas. Culture is also important and $FANG/ $PR seems a better fit than with a major IMO. Still could be small likelihood of a sale for either"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947288698237669570) 2025-07-21 13:32:59 UTC 9337 followers, XXX engagements "A bit more about Stone Ridge and its participation in the PureWest acquisition through the Wincoram deal. Owns a portfolio of "over 17000 natural gas wells." Who Where How US Shale Gas Investor Wincoram Acquired by Stone Ridge Energy"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947785326375931996) 2025-07-22 22:26:24 UTC 9337 followers, 7176 engagements "$EQT Right off the bat- emphasis on volume over value. The first line item of results is sales volumes XXX bcf vs. XXX bcf or +60 bcf (+12%). Impressive right Is it as impressive considering the weighted average shares outstanding was XXX mm vs. 441(+37%) mm during the quarter If I am a shareholder I care a whole lot less about the corporate growth than the growth per share which is effectively what I own. The #s throughout are absolute growth numbers rather than relative growth per share. Bottom line net cash flow # of $XXX mm vs. $1035 mm in 1Q is quite a deceleration likely due to"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948006829730017675) 2025-07-23 13:06:35 UTC 9338 followers, 7203 engagements "@oilallaround Likely. Aethon certainly making noises but they have been for years; also hoping to sell to a foreigner $COP Okla. assets from MRO are close but rumors are Validus or . Others"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947289937100820604) 2025-07-21 13:37:54 UTC 9337 followers, XXX engagements "@Jack_McClendon @TeddyGambino $APA $DVN $CTRA $OVV could combine to form the 'Feeble 4'"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948410994713137609) 2025-07-24 15:52:35 UTC 9341 followers, XXX engagements "@Patrick23709879 X phone calls would do it and since no one has called for the last 2-4 yrs. to buy them I'd say unlikely . until they start generating sustainable net cash flow"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948208778127495566) 2025-07-24 02:29:03 UTC 9338 followers, XXX engagements "MAGA acronym going away: New acronym MEGA-- Make Epstein Go Away 🤯"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948527161259728953) 2025-07-24 23:34:11 UTC 9338 followers, XXX engagements "$CNX earnings pre-market Rev: $XXX mm EPS: $0.45"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948155939506229706) 2025-07-23 22:59:05 UTC 9337 followers, XXX engagements "$CVX Next Move: Develop or Divest Bakken After Hess Deal"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948478783637651527) 2025-07-24 20:21:57 UTC 9337 followers, XXX engagements "This is not exactly a new thought but as long as the overall market (i.e. techs) keeps going up E&P will remain a source of funds. Earnings season and guidance will likely be brutal for E&Ps but the overall direction for 2H25 should be evident after the markets incorporate the news. Consensus is still high IMO"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1945920974106607718) 2025-07-17 18:58:08 UTC 9336 followers, 1563 engagements "YTD charts for $EQT $RRC $CNX $CRK $EXE $AR $MGY. Interesting symmetry in 1Q25"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948037718547587316) 2025-07-23 15:09:19 UTC 9338 followers, 1162 engagements "Exxon vs. Chevron battle sets stage for oil industry's race for prize assets"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1946229046620172794) 2025-07-18 15:22:18 UTC 9337 followers, XXX engagements "Trump unlikely to enforce tariff threat on Russian oil"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948716190131466638) 2025-07-25 12:05:19 UTC 9340 followers, 4218 engagements "Nice catch Not familiar with the RT but the Highlander #1 story lives on in infamy (). Drilled by Freeport-McMoran in 2015 at a cost of $XXX mm+ to a depth of 29000 feet flowed XX mmcfpd on production test but ultimately encountered problems. Moncrief has now taken over to drill a replacement. Not to be confused with the immortal TV character 'Highlander.' $GLTU 10-K: $GULTU 10-Q: Freeport PR (2015):"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1949130726571479208) 2025-07-26 15:32:32 UTC 9341 followers, 3583 engagements "Next week's E&P earnings will likely be a big help for the market mood Or not .🙄 $EXE $AR $NFG $CRK $MGY $NOG $SM $SHEL $CVX $XOM Schedule will be posted over the weekend. DYOR"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948885352392839229) 2025-07-25 23:17:31 UTC 9341 followers, 1466 engagements "Ok. First X E&P cos out of the box. Highlights in place; accolades follow from "investors." So what was NOT emphasized that might/should have been useful to know $EQT $MTDR $RRC 😉Comments welcome"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947989522513289410) 2025-07-23 11:57:48 UTC 9337 followers, 14K engagements "$ATH reports 2Q25. Had to post this because "Pristine" must be a Canadian term for "Fortress.""  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948589027931623831) 2025-07-25 03:40:01 UTC 9337 followers, XXX engagements "But what about BTFD HODL TTM FOMO etc. the time-tested trading strategies 😉🙄"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948587037688283156) 2025-07-25 03:32:07 UTC 9340 followers, 1583 engagements "@campbe14425505 most likely as target for $FANG or others"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947105068139872754) 2025-07-21 01:23:18 UTC 9337 followers, XXX engagements "$AMPY announces new CEO and plans for asset sales"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947675180064510152) 2025-07-22 15:08:43 UTC 9332 followers, 1052 engagements "High participation likely says $DVN is a likely target for someone (ANYONE) and $FANG a likely acquirer of someone as I interpret it"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948191001794805825) 2025-07-24 01:18:25 UTC 9340 followers, 7430 engagements "Have to rate today as a snoozefest so far and $CNX earnings is not likely to improve that tomorrow. Next week though 🚀🤣"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948039331026780169) 2025-07-23 15:15:43 UTC 9338 followers, XXX engagements "Good thing we don't use steel or aluminum here"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948122455517581671) 2025-07-23 20:46:02 UTC 9338 followers, 5212 engagements "$MTDR reports 2Q results PR: Presentation: Highlights:"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947753401166794854) 2025-07-22 20:19:33 UTC 9338 followers, 13.5K engagements "@RhinoVesting Few IMO. But you have $COP $DVN $CHRD $EOG Continental and others who might love to get bigger in the Bakken. Healthy competition = top $$$"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1946385676171108806) 2025-07-19 01:44:41 UTC 9332 followers, XXX engagements "@joy2soon Maybe Ascent will do a takeover/ IPO with them"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948399095208448362) 2025-07-24 15:05:18 UTC 9339 followers, XXX engagements "Next E&P co. to be involved either as buyer or seller in M&A Partner/ target"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947101467178831909) 2025-07-21 01:08:59 UTC 9341 followers, 15.5K engagements "Haha. Don't need analysts anymore $APA is the gold standard going back to 2010 when it repurchased $X B in shares (as I recall) at $100/sh. Debt + accrued COC would be double that today and stock is at $XX (after relatively minor divvies). $BTE was my other example after its fairly recent SBOW deal. I am planning to publish an ongoing 'buyback scorecard' for US cos going back a few years after 2Q results are in. 😉"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948106685156876654) 2025-07-23 19:43:22 UTC 9337 followers, XXX engagements "$CVX cuts XXX jobs in Houston after closing Hess acquisition filing reveals"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948112779577041300) 2025-07-23 20:07:35 UTC 9338 followers, 5560 engagements "Confused as to how $CVX "lost" intervening revenues from Guyana through the delay if they were retained by $HES and will ultimately benefit $CVX. Merger terms did not change as I recall"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1946305305802834262) 2025-07-18 20:25:20 UTC 9336 followers, 1521 engagements "@impetro9 Just wait until they re-borrow those funds"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948109418404696365) 2025-07-23 19:54:14 UTC 9335 followers, XXX engagements "$BSM reports 1Q25 results PR: Highlights:"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1919571126415454369) 2025-05-06 01:53:15 UTC 9336 followers, 4271 engagements "@energy_gossip I had to narrow it to X and thought I should leave $DVN and $CTRA for sure"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947104652253688278) 2025-07-21 01:21:39 UTC 9337 followers, XXX engagements "$RRC and $MTDR leading off E&P earnings tomorrow after-hours"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1947397093762408468) 2025-07-21 20:43:42 UTC 9332 followers, 3504 engagements "Probably the last time Apache/ $APA was relevant"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948774960400408843) 2025-07-25 15:58:51 UTC 9339 followers, 2720 engagements "$OVV reports ah today. Estimates Rev $XXXX B EPS $1.03"  [@WAR527](/creator/x/WAR527) on [X](/post/tweet/1948376002201108660) 2025-07-24 13:33:32 UTC 9338 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@WAR527 RAWenergy
RAWenergy posts on X about $mtdr, $rrc, cvx, $cvx the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +316%
- X Month XXXXXXX +113%
- X Months XXXXXXXXX +60%
- X Year XXXXXXXXX -XXXX%
Mentions: XX #
- X Week XX +1.90%
- X Month XXX +40%
- X Months XXX +55%
- X Year XXX +29%
Followers: XXXXX #
- X Week XXXXX +0.34%
- X Month XXXXX +0.96%
- X Months XXXXX +5.60%
- X Year XXXXX +11%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% cryptocurrencies XXXX% finance XXXX% countries XXXX% celebrities XXXX% currencies XXXX%
Social topic influence $mtdr 3.45%, $rrc #1, cvx 3.02%, $cvx 3.02%, $eqt 3.02%, $hes 2.16%, cnx 2.16%, cos 2.16%, $cnx 2.16%, $apa XXXX%
Top accounts mentioned or mentioned by @teddygambino @shedrills @traderscom @campbe14425505 @badbeanieman @energykenobi @5kjohnson @jack_mcclendon @u308andy @senmpete @damianroy @thepadre13 @mattmiller @rhettbennettftw @reng68 @fauxright @jackmcclendon @oilallaround @patrick23709879 @oraclealexx
Top assets mentioned Matador Resources, Co. (MTDR) Range Resources, Corp. (RRC) Convex Finance (CVX) EQT, Corp. (EQT) Hess Corp. (HES) Cryptonex (CNX) APA Corp (US) (APA) Devon Energy Corp (DVN) Comstock Resources, Inc. (CRK) FANG Token (FANG) Copiosa Coin (COP2) Windoge98 (EXE) Arweave (AR) Magnolia Oil & Gas Corporation Class A Common Stock (MGY) Ovintiv, Inc. (OVV) Permian Resources Corporation Class A Common Stock (PR) Coterra Energy Inc (CTRA) National Fuel Gas Co. (NFG) Exxon Mobil (XOM) Marathon Oil Corporation (MRO) ConocoPhillips (COP) Viper Energy Partners LP (VNOM) Enume AI (ENI) California Resources Corporation (CRC) Northern Oil and Gas, Inc. (NOG) SM Energy Company (SM) Aethir (ATH) A3S Protocol (AA) EOG Resources Inc (EOG) Chord Energy Corporation Common Stock (CHRD) Oxygen (OXY) Baytex Energy Corp. (BTE) Black Stone Minerals, L.P. (BSM)
Top Social Posts #
Top posts by engagements in the last XX hours
"@U308Andy Paying down debt first including what was assumed in $MRO deal. Targeted $X B in sales. Alaska certainly will be a focus but most analysts expect them to acquire something else now that $CVX has ()"
@WAR527 on X 2025-07-23 18:30:53 UTC 9334 followers, XXX engagements
"$HES mini-truck collection debuts July 21" @WAR527 on X 2025-07-19 01:29:50 UTC 9337 followers, 1357 engagements
"$COP nears sale of Oklahoma assets to Stone Ridge Energy sources say" @WAR527 on X 2025-07-22 22:07:54 UTC 9337 followers, 7796 engagements
"$VNOM files Information Statement re merger with $STR. Backgound pp. 38-54 Advisory opinions pp 55-82" @WAR527 on X 2025-07-23 21:11:24 UTC 9341 followers, 3976 engagements
"Consensus GAAP estimates: $EQT: EPS $0.53; Rev $XXXX B $MTDR: EPS $1.36; Rev $XXX MM $RRC: EPS $0.66; Rev $XXX MM Of course it is the reaction to the news including guidance that matters more than the actual #s" @WAR527 on X 2025-07-22 18:55:52 UTC 9337 followers, 1219 engagements
"And just like that E&P M&A goes from sparse to heavy with the $CVX/ $HES merger" @WAR527 on X 2025-07-18 16:06:26 UTC 9338 followers, 2543 engagements
"@senmpete @U308Andy Would love to. It is a long way from the Nichols' and HR Sanders" @WAR527 on X 2025-07-23 19:48:34 UTC 9337 followers, XX engagements
"$MTDR Ah the War & Peace of E&P disclosures. IYKYK. But transparency is a good thing I have heard Very little of issue in their report. The slight gradual decline in results is evident in both q-o-q and y-o-y results. But not unexpected given the current pricing environment. Plans are for slight production increase this year. $XXX B in SEC value and $XX B in BFIT FNR at YE XX vs. $XXX B in capitalized costs means no impairments even as a FC co. Nice to see but debt rose in 2024 for acquisitions. Helps accretion but evaluation needs to incorporate debt-adjusted returns. San Mateo midstream" @WAR527 on X 2025-07-23 14:42:14 UTC 9340 followers, 1741 engagements
"Finally The start of E&P earnings season slow as the start may be Gassies generally first: $EQT $RRC $CNX; along with foreign cos like $TTE $ENI $EQNR. Possibly tentatively if my source is correct. The following week (Jy 28+) more gassies: $EXE $AR $NFG $CRK $MGY along with $CVX and $SHEL ++ a few others. Standard guidance: "We will cut capex until it becomes apparent that production will drop because investors ABHOR a declining forecast." Will cos generate earnings Stay tuned Will cos generate a full-cycle positive return (i.e. cumulative earnings post-impairments that exceed the prior" @WAR527 on X 2025-07-19 15:34:23 UTC 9337 followers, 1350 engagements
"$IKAV's most recent deals were the purchase with CPPIB of Aera Energy from #SHEL and $XOM subsequent merger of Aera into $CRC" @WAR527 on X 2025-07-10 13:14:03 UTC 9337 followers, XXX engagements
"From E&P mgt. calls (past present and future): Mgt: "We projected a shareholder yield of XX% in 2024 including a X% dividend yield and buybacks of 16%" Anal: "Ok but how did your stock do after you bought it back" Mgt: "Well we're down XX% on the stock but are very confident we are undervalued." Anal: "But doesn't that make your "shareholder return" negative for the year" Mgt: "Well yes but that's only X year." Anal: "And isn't there a cost of capital associated with that buyback" Mgt.: "Yes there is." Anal: "And aren't most COC XX% vs. a X% divvy yield." Mgt: "Well yes." Anal: "How do you" @WAR527 on X 2025-07-23 18:23:40 UTC 9340 followers, 7232 engagements
"$OVV reports results of their new drug trial . wait wrong release $OVV reports 2Q25 results PR: Supp. F/S: Presentation: 10-Q:" @WAR527 on X 2025-07-24 21:21:20 UTC 9337 followers, 1883 engagements
"Heard in the tweets today:" Sure my shitco E&P is only XXXXX the size of $HES doesn't have an asset like Guyana and is loaded with debt but they deserve the same multiples in M&A." 🙄" @WAR527 on X 2025-07-19 00:10:18 UTC 9337 followers, 3293 engagements
"$CNX reports 2Q25 results PR/ Remarks: Presentation: Supp.:" @WAR527 on X 2025-07-24 12:50:55 UTC 9339 followers, XXX engagements
"$APA reports supplemental info for 2Q25 including curtailment of nat gas also asset sale in May to $PR" @WAR527 on X 2025-07-10 13:44:51 UTC 9337 followers, 1069 engagements
"Today's post: STOP THE DISTRACTIONS. RELEASE THE EPSTEIN FILES. JUSTICE FOR THE VICTIMS. JAIL FOR THE PERPS🤬" @WAR527 on X 2025-07-24 20:36:11 UTC 9341 followers, XXX engagements
"@Jack_McClendon @TeddyGambino If a co the size of $APA $MTDR $CRK is a zombie sure" @WAR527 on X 2025-07-24 15:31:10 UTC 9341 followers, XXX engagements
"@pg_199413 @campbe14425505 Permian acreage/deals more limited. Cos. likely to establish new core areas. Culture is also important and $FANG/ $PR seems a better fit than with a major IMO. Still could be small likelihood of a sale for either" @WAR527 on X 2025-07-21 13:32:59 UTC 9337 followers, XXX engagements
"A bit more about Stone Ridge and its participation in the PureWest acquisition through the Wincoram deal. Owns a portfolio of "over 17000 natural gas wells." Who Where How US Shale Gas Investor Wincoram Acquired by Stone Ridge Energy" @WAR527 on X 2025-07-22 22:26:24 UTC 9337 followers, 7176 engagements
"$EQT Right off the bat- emphasis on volume over value. The first line item of results is sales volumes XXX bcf vs. XXX bcf or +60 bcf (+12%). Impressive right Is it as impressive considering the weighted average shares outstanding was XXX mm vs. 441(+37%) mm during the quarter If I am a shareholder I care a whole lot less about the corporate growth than the growth per share which is effectively what I own. The #s throughout are absolute growth numbers rather than relative growth per share. Bottom line net cash flow # of $XXX mm vs. $1035 mm in 1Q is quite a deceleration likely due to" @WAR527 on X 2025-07-23 13:06:35 UTC 9338 followers, 7203 engagements
"@oilallaround Likely. Aethon certainly making noises but they have been for years; also hoping to sell to a foreigner $COP Okla. assets from MRO are close but rumors are Validus or . Others" @WAR527 on X 2025-07-21 13:37:54 UTC 9337 followers, XXX engagements
"@Jack_McClendon @TeddyGambino $APA $DVN $CTRA $OVV could combine to form the 'Feeble 4'" @WAR527 on X 2025-07-24 15:52:35 UTC 9341 followers, XXX engagements
"@Patrick23709879 X phone calls would do it and since no one has called for the last 2-4 yrs. to buy them I'd say unlikely . until they start generating sustainable net cash flow" @WAR527 on X 2025-07-24 02:29:03 UTC 9338 followers, XXX engagements
"MAGA acronym going away: New acronym MEGA-- Make Epstein Go Away 🤯" @WAR527 on X 2025-07-24 23:34:11 UTC 9338 followers, XXX engagements
"$CNX earnings pre-market Rev: $XXX mm EPS: $0.45" @WAR527 on X 2025-07-23 22:59:05 UTC 9337 followers, XXX engagements
"$CVX Next Move: Develop or Divest Bakken After Hess Deal" @WAR527 on X 2025-07-24 20:21:57 UTC 9337 followers, XXX engagements
"This is not exactly a new thought but as long as the overall market (i.e. techs) keeps going up E&P will remain a source of funds. Earnings season and guidance will likely be brutal for E&Ps but the overall direction for 2H25 should be evident after the markets incorporate the news. Consensus is still high IMO" @WAR527 on X 2025-07-17 18:58:08 UTC 9336 followers, 1563 engagements
"YTD charts for $EQT $RRC $CNX $CRK $EXE $AR $MGY. Interesting symmetry in 1Q25" @WAR527 on X 2025-07-23 15:09:19 UTC 9338 followers, 1162 engagements
"Exxon vs. Chevron battle sets stage for oil industry's race for prize assets" @WAR527 on X 2025-07-18 15:22:18 UTC 9337 followers, XXX engagements
"Trump unlikely to enforce tariff threat on Russian oil" @WAR527 on X 2025-07-25 12:05:19 UTC 9340 followers, 4218 engagements
"Nice catch Not familiar with the RT but the Highlander #1 story lives on in infamy (). Drilled by Freeport-McMoran in 2015 at a cost of $XXX mm+ to a depth of 29000 feet flowed XX mmcfpd on production test but ultimately encountered problems. Moncrief has now taken over to drill a replacement. Not to be confused with the immortal TV character 'Highlander.' $GLTU 10-K: $GULTU 10-Q: Freeport PR (2015):" @WAR527 on X 2025-07-26 15:32:32 UTC 9341 followers, 3583 engagements
"Next week's E&P earnings will likely be a big help for the market mood Or not .🙄 $EXE $AR $NFG $CRK $MGY $NOG $SM $SHEL $CVX $XOM Schedule will be posted over the weekend. DYOR" @WAR527 on X 2025-07-25 23:17:31 UTC 9341 followers, 1466 engagements
"Ok. First X E&P cos out of the box. Highlights in place; accolades follow from "investors." So what was NOT emphasized that might/should have been useful to know $EQT $MTDR $RRC 😉Comments welcome" @WAR527 on X 2025-07-23 11:57:48 UTC 9337 followers, 14K engagements
"$ATH reports 2Q25. Had to post this because "Pristine" must be a Canadian term for "Fortress."" @WAR527 on X 2025-07-25 03:40:01 UTC 9337 followers, XXX engagements
"But what about BTFD HODL TTM FOMO etc. the time-tested trading strategies 😉🙄" @WAR527 on X 2025-07-25 03:32:07 UTC 9340 followers, 1583 engagements
"@campbe14425505 most likely as target for $FANG or others" @WAR527 on X 2025-07-21 01:23:18 UTC 9337 followers, XXX engagements
"$AMPY announces new CEO and plans for asset sales" @WAR527 on X 2025-07-22 15:08:43 UTC 9332 followers, 1052 engagements
"High participation likely says $DVN is a likely target for someone (ANYONE) and $FANG a likely acquirer of someone as I interpret it" @WAR527 on X 2025-07-24 01:18:25 UTC 9340 followers, 7430 engagements
"Have to rate today as a snoozefest so far and $CNX earnings is not likely to improve that tomorrow. Next week though 🚀🤣" @WAR527 on X 2025-07-23 15:15:43 UTC 9338 followers, XXX engagements
"Good thing we don't use steel or aluminum here" @WAR527 on X 2025-07-23 20:46:02 UTC 9338 followers, 5212 engagements
"$MTDR reports 2Q results PR: Presentation: Highlights:" @WAR527 on X 2025-07-22 20:19:33 UTC 9338 followers, 13.5K engagements
"@RhinoVesting Few IMO. But you have $COP $DVN $CHRD $EOG Continental and others who might love to get bigger in the Bakken. Healthy competition = top $$$" @WAR527 on X 2025-07-19 01:44:41 UTC 9332 followers, XXX engagements
"@joy2soon Maybe Ascent will do a takeover/ IPO with them" @WAR527 on X 2025-07-24 15:05:18 UTC 9339 followers, XXX engagements
"Next E&P co. to be involved either as buyer or seller in M&A Partner/ target" @WAR527 on X 2025-07-21 01:08:59 UTC 9341 followers, 15.5K engagements
"Haha. Don't need analysts anymore $APA is the gold standard going back to 2010 when it repurchased $X B in shares (as I recall) at $100/sh. Debt + accrued COC would be double that today and stock is at $XX (after relatively minor divvies). $BTE was my other example after its fairly recent SBOW deal. I am planning to publish an ongoing 'buyback scorecard' for US cos going back a few years after 2Q results are in. 😉" @WAR527 on X 2025-07-23 19:43:22 UTC 9337 followers, XXX engagements
"$CVX cuts XXX jobs in Houston after closing Hess acquisition filing reveals" @WAR527 on X 2025-07-23 20:07:35 UTC 9338 followers, 5560 engagements
"Confused as to how $CVX "lost" intervening revenues from Guyana through the delay if they were retained by $HES and will ultimately benefit $CVX. Merger terms did not change as I recall" @WAR527 on X 2025-07-18 20:25:20 UTC 9336 followers, 1521 engagements
"@impetro9 Just wait until they re-borrow those funds" @WAR527 on X 2025-07-23 19:54:14 UTC 9335 followers, XXX engagements
"$BSM reports 1Q25 results PR: Highlights:" @WAR527 on X 2025-05-06 01:53:15 UTC 9336 followers, 4271 engagements
"@energy_gossip I had to narrow it to X and thought I should leave $DVN and $CTRA for sure" @WAR527 on X 2025-07-21 01:21:39 UTC 9337 followers, XXX engagements
"$RRC and $MTDR leading off E&P earnings tomorrow after-hours" @WAR527 on X 2025-07-21 20:43:42 UTC 9332 followers, 3504 engagements
"Probably the last time Apache/ $APA was relevant" @WAR527 on X 2025-07-25 15:58:51 UTC 9339 followers, 2720 engagements
"$OVV reports ah today. Estimates Rev $XXXX B EPS $1.03" @WAR527 on X 2025-07-24 13:33:32 UTC 9338 followers, XXX engagements