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

RAWenergy posts on X about $crgy, $ar, $civi, $sm 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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1264236569273212932/c:line/m:interactions.svg)

- X Week XXXXXX +173%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +52%
- X Year XXXXXXXXX +4.20%

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

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +47%
- X Year XXXXX +24%

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

- X Week XXXXX +0.28%
- X Month XXXXX +0.73%
- X Months XXXXX +5.20%
- X Year XXXXX +11%

### CreatorRank: XXXXXXX [#](/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)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #6129 [finance](/list/finance)  XXXXX% [currencies](/list/currencies)  #2713 [travel destinations](/list/travel-destinations)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$crgy](/topic/$crgy) #4, [$ar](/topic/$ar) #2, [$civi](/topic/$civi) #3, [$sm](/topic/$sm) #8, [$ctra](/topic/$ctra) #3, [$vtle](/topic/$vtle) #11, [$fang](/topic/$fang) #9, [$nog](/topic/$nog) #1, [$inr](/topic/$inr) #1, [$dec](/topic/$dec) XXXX%

**Top accounts mentioned or mentioned by**
[@suicide95518428](/creator/undefined) [@shaletier7](/creator/undefined) [@zmansenrgybrain](/creator/undefined) [@ft](/creator/undefined) [@tomloughrey_lfe](/creator/undefined) [@divestmentpros](/creator/undefined) [@campbe14425505](/creator/undefined) [@mailboxmoney6](/creator/undefined) [@nicequarterguys](/creator/undefined) [@teddygambino](/creator/undefined) [@davidramsdenwoo](/creator/undefined) [@tscgllc](/creator/undefined) [@crudegusher](/creator/undefined) [@fauxright](/creator/undefined) [@manchesterutd81](/creator/undefined) [@bowtiedfeline](/creator/undefined) [@tomloughreylfe](/creator/undefined) [@nextwaveeft](/creator/undefined) [@jadedpdphtx](/creator/undefined) [@jaded_pdp_htx](/creator/undefined)

**Top assets mentioned**
[Crescent Energy Company (CRGY)](/topic/$crgy) [Arweave (AR)](/topic/$ar) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [SM Energy Company (SM)](/topic/$sm) [Coterra Energy Inc (CTRA)](/topic/$ctra) [FANG Token (FANG)](/topic/$fang) [Northern Oil and Gas, Inc. (NOG)](/topic/$nog) [Inery (INR)](/topic/$inr) [Decentr (DEC)](/topic/$dec) [Devon Energy Corp (DVN)](/topic/$dvn) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [Veritise (VTS)](/topic/$vts) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Exxon Mobil (XOM)](/topic/$xom) [Comstock Resources, Inc. (CRK)](/topic/$crk) [Oxygen (OXY)](/topic/$oxy) [APA Corp (US) (APA)](/topic/$apa) [Amplify Energy Corp. (AMPY)](/topic/$ampy) [Gulfport Energy Corporation (GPOR)](/topic/$gpor) [JPMorgan Chase (JPM)](/topic/$jpm) [GammaSwap (GS)](/topic/$gs) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Convex Finance (CVX)](/topic/$cvx) [TotalEnergies SE (TTE)](/topic/$tte) [Aston Martin Cognizant Fan Token (AM)](/topic/$am)
### Top Social Posts
Top posts by engagements in the last XX hours

"Levered E&Ps moved up with oil prices. Most levered cos (LTD/ Tot Cap) include: $DEC $CRK $VTLE $NOG $CIVI $CRGY all XX% Close behind are $OXY $MTDR $APA $SM and $DVN all XX% Leverage obviously works in both directions"  
[X Link](https://x.com/WAR527/status/1971009581896826895)  2025-09-25T00:31Z 9710 followers, 7856 engagements


"$DEC to switch its primary listing from London to New York via @ft"  
[X Link](https://x.com/WAR527/status/1973540566697910599)  2025-10-02T00:08Z 9710 followers, 1276 engagements


"$MTDR reports 3Q25 results PR: Presentation: Highlights:"  
[X Link](https://x.com/WAR527/status/1980731542310981730)  2025-10-21T20:22Z 9712 followers, 24.7K engagements


"$AMPY divests ETX assets for $XXX mm"  
[X Link](https://x.com/WAR527/status/1983523946478829738)  2025-10-29T13:18Z 9712 followers, 2834 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 9712 followers, 3345 engagements


"@TSCGllc $CTRA has $XXX mm of NOLs and $GPOR $XXX B. Not sure of the relative NAVs but the idea would be to minimize actual cash taxes as much as possible by using properties rather than cash"  
[X Link](https://x.com/WAR527/status/1987323745057300893)  2025-11-09T00:57Z 9712 followers, XXX engagements


"Kimmeridge/ $DVN + $CTRA @crudegusher"  
[X Link](https://x.com/WAR527/status/1989494723762139611)  2025-11-15T00:44Z 9710 followers, 6550 engagements


"I am hoping to see a X way merger announced on Monday just so I can use the term "turducken.""  
[X Link](https://x.com/WAR527/status/1991901650320265588)  2025-11-21T16:08Z 9710 followers, 5214 engagements


"$JPM and $GS both announcing expectations for oil in the $30s by 2027"  
[X Link](https://x.com/WAR527/status/1992991639808393556)  2025-11-24T16:20Z 9711 followers, 16.6K engagements


"$FANG buys back X mm shares from SGF @$152.59/share. SGF also has the right but not the obligation to sell X mm shares/qtr in 2026 8-K:"  
[X Link](https://x.com/WAR527/status/1995623603396903222)  2025-12-01T22:38Z 9713 followers, 9095 engagements


"Hart article re $FANG share buyback from Stephens family member"  
[X Link](https://x.com/WAR527/status/1995624151722365264)  2025-12-01T22:40Z 9713 followers, 7311 engagements


"@campbe14425505 Expect so. Stephens family dumping $FANG may not be the same but somewhat similar. More to come () and M&A Mondays are dwindling esp with holidays sprinkled in"  
[X Link](https://x.com/WAR527/status/1995662287269495275)  2025-12-02T01:12Z 9705 followers, XXX engagements


"$PR EV $XXXX B including Class C units + non-consolidated Market largely differentiating valuation of inventory on an apples to apples basis $FANG as a FC co. now has a more conservative B/S than SE cos like $PR as adjusted. Interesting disclosures in sector likely coming soon . Of course when was the last time that actual fundamentals mattered"  
[X Link](https://x.com/WAR527/status/1996291493343203362)  2025-12-03T18:52Z 9713 followers, XXX engagements


"@mailboxmoney6 @NiceQuarterGuys $CTRA among the most overvalued cos. in the sector if not THE most"  
[X Link](https://x.com/WAR527/status/1996292289786728789)  2025-12-03T18:55Z 9710 followers, XXX engagements


"(1) The market doesn't trust $CTRA after the $COG debacle that was picked up (by @NextWaveEFT ) on even before $CTRA. How do you risk-adjust that with same mgt in place (as Kimmeridge has noted) (2) Comparison of PPE net book value ($17.8 B) to SE FNR/NPV0 ($18.3 B) or SEC10 ($12.6 B ) vs. IMV of $XX B@#26/sh. If they were a FC co. and/or normalizing all cos to FC basis as close to FMV they would have had a large impairment (and virtually no equity) (3) Reserve decline X yrs by XX% (4) Oil price declines since YE24' natty prices up. Net = (5) Franklin Mtn. deal impact (reserves NAV"  
[X Link](https://x.com/WAR527/status/1996640490775589067)  2025-12-04T17:59Z 9710 followers, XX engagements


"Jan. '25 Hart article re 'Continuation Funds' including Quantum Energy's CF for HG Energy (rumored target of $AR)"  
[X Link](https://x.com/WAR527/status/1998004592529777097)  2025-12-08T12:19Z 9712 followers, 1008 engagements


"$AR Presentation re Strategic Transactions announced today"  
[X Link](https://x.com/WAR527/status/1998009429476757912)  2025-12-08T12:39Z 9712 followers, 1899 engagements


"Buy and Buy: $PR Hunts for Next Oily M&A Target"  
[X Link](https://x.com/WAR527/status/1980273190266896572)  2025-10-20T14:01Z 9717 followers, 8843 engagements


"$CTRA: Kimmeridge Releases Letter to the Board Outlining Urgent Steps to Restore Governance and Unlock "  
[X Link](https://x.com/WAR527/status/1985727113417167180)  2025-11-04T15:13Z 9714 followers, 20.6K engagements


"$SM + $CIVI = SMitas (pronounced "smite us") YW"  
[X Link](https://x.com/WAR527/status/1985768442478412103)  2025-11-04T17:57Z 9718 followers, 1299 engagements


"$CVX's Gorgon LNG project secures $X billion investment nod"  
[X Link](https://x.com/WAR527/status/1996793868151652548)  2025-12-05T04:08Z 9715 followers, XXX engagements


"YPF Vista Shell Equinor ink shale oil export deal with Chile's ENAP"  
[X Link](https://x.com/WAR527/status/1997741886405333071)  2025-12-07T18:55Z 9714 followers, 1369 engagements


"@ShaleTier7 If you mean $KKR as manager of $CRGY you could be right"  
[X Link](https://x.com/WAR527/status/1997805759393120413)  2025-12-07T23:09Z 9718 followers, XXX engagements


"Free link: $AR and HG"  
[X Link](https://x.com/WAR527/status/1997985592752181453)  2025-12-08T11:04Z 9715 followers, 1921 engagements


"$CTRA taking the hint about non-core Appalachian assets"  
[X Link](https://x.com/WAR527/status/1998101212520911330)  2025-12-08T18:43Z 9715 followers, 1137 engagements


"$VTS reports 1Q25 results PR: Presentation: Highlights:"  
[X Link](https://x.com/WAR527/status/1919485237702115404)  2025-05-05T20:11Z 9714 followers, 1145 engagements


"$VTS reports 2Q25 results PR: Presentation: Highlights:"  
[X Link](https://x.com/WAR527/status/1952465665472020800)  2025-08-04T20:24Z 9715 followers, XXX engagements


"$CRGY files Amendment #1 to Form S-4 AMC for proposed merger with $VTLE. Meeting to be held Dec. 12"  
[X Link](https://x.com/WAR527/status/1981832825893503306)  2025-10-24T21:19Z 9718 followers, 1341 engagements


"$CIVI vs. $SM X yr stock comparison (TSR period). Investors (-50%+)"  
[X Link](https://x.com/WAR527/status/1985436954821812620)  2025-11-03T20:00Z 9718 followers, 1864 engagements


"$FANG reports 3Q25 results Letter: PR: Presentation: Highlights:"  
[X Link](https://x.com/WAR527/status/1985453614211744128)  2025-11-03T21:06Z 9718 followers, 3355 engagements


"$VTLE kept their streak going reporting a $XXX mm impairment (FC) for 3Q bringing their total to $X B YTD. Sets the table for their upcoming merger with $CRGY. Note: Several (SE) cos. have expected upcoming SEC values which would similarly cause impairments if they were FC cos. rendering their NBVs and many comparative stats virtually meaningless"  
[X Link](https://x.com/WAR527/status/1985470514526077150)  2025-11-03T22:13Z 9718 followers, 3090 engagements


"$SM Eyes Asset Sales After Closing $8B $CIVI Merger"  
[X Link](https://x.com/WAR527/status/1985482419240387000)  2025-11-03T23:01Z 9718 followers, 4128 engagements


"Several transactions were "announced" in 3Q releases not just the two headlined here $DVN $PR Get Deeper in Delaware Through M&A"  
[X Link](https://x.com/WAR527/status/1986255125585731801)  2025-11-06T02:11Z 9717 followers, 3640 engagements


"$INR reports 3Q25 results PR: Presentation: Highlights:"  
[X Link](https://x.com/WAR527/status/1987990730174791752)  2025-11-10T21:08Z 9718 followers, 1794 engagements


"Beta leveraged E&Ps leading the downdraft today include the standards: $CRGY $VTLE $SM $CIVI . and $NOG $OVV. Investors: "We want you to do deals." Later: "No NOT THAT ONE"🙄"  
[X Link](https://x.com/WAR527/status/1988713905766518854)  2025-11-12T21:01Z 9715 followers, 1467 engagements


"$SM + $CIVI merger update Presentation:"  
[X Link](https://x.com/WAR527/status/1990553132561281471)  2025-11-17T22:50Z 9717 followers, 2331 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 "  
[X Link](https://x.com/WAR527/status/1992973149034660221)  2025-11-24T15:06Z 9718 followers, 3592 engagements


"$CRGY exchange offers for $VTLE debt due 29/30. Merger vote 12/12"  
[X Link](https://x.com/WAR527/status/1995516642538008938)  2025-12-01T15:33Z 9718 followers, 1134 engagements


"$OVV enters into X yr. Term Credit Agreement for $XXX B to finance NuVista deal. 8-K with link to TCA:"  
[X Link](https://x.com/WAR527/status/1995622304404177139)  2025-12-01T22:33Z 9718 followers, 1314 engagements


"Exclusive: $XOM in talks with Iraq about buying Lukoil stake in giant West Qurna X oil field - sources"  
[X Link](https://x.com/WAR527/status/1995766668094591337)  2025-12-02T08:07Z 9715 followers, 1723 engagements


"Legado Capital Closes $DEC $400000000 Acquisition Financing ABS Transac"  
[X Link](https://x.com/WAR527/status/1996278459899752805)  2025-12-03T18:00Z 9716 followers, XXX engagements


"Impact on reserves production cash flow for the total $CRGY Provides Update on Successful Non-Core Divestiture Program with Over $XXX Million Signed Year to Date -"  
[X Link](https://x.com/WAR527/status/1996349911982576004)  2025-12-03T22:44Z 9718 followers, 1837 engagements


"$CVX Announces 2026 Capex Budget of $XX to $XX Billion -"  
[X Link](https://x.com/WAR527/status/1996361667932999803)  2025-12-03T23:31Z 9715 followers, 3330 engagements


"Insider ownership You mean KKR the huge PE firm that bankrupted TXU and Samson in the 2010s What is their record since then and how does it compare to other cos Their ppl are all KKR employees and they can and do make other investments outside $CRGY (Spur etc.). There is a reason they trade at a discount. It is run primarily for the benefit of KKR not the public S/Hs. Insider ownership could actually be considered a negative given that . and the fact that anybody seeking to terminate the mgt agreement would have to pay KKR as much as $XXX mm in termination fees. etc. etc. No thanks. IMO only."  
[X Link](https://x.com/WAR527/status/1996611747713548792)  2025-12-04T16:05Z 9718 followers, XX engagements


"@Jaded_PDP_HTX @FT Probably. "Sponsors" don't want to take the loss and liquidate assets without having a new fund going to earn fees for them. Will we see more like $CRGY which has a new fee structure for a public co as well"  
[X Link](https://x.com/WAR527/status/1996956820976325086)  2025-12-05T14:56Z 9718 followers, XXX engagements


"$TTE Merges Its Upstream Business with NEO NEXT Creating the Largest Independent Oil and Gas Producer in the UK -"  
[X Link](https://x.com/WAR527/status/1997997949259784472)  2025-12-08T11:53Z 9718 followers, 1462 engagements


"$NOG Announces $XXX Billion Joint Acquisition with $INR: Acquiring Premier Utica Upstream Assets"  
[X Link](https://x.com/WAR527/status/1998005449203863559)  2025-12-08T12:23Z 9718 followers, 7229 engagements


"$AR to acquire HG sell Utica to $INR/ $NOG JV"  
[X Link](https://x.com/WAR527/status/1998006368809238638)  2025-12-08T12:26Z 9718 followers, 1660 engagements


"More on $AR/ $AM deals"  
[X Link](https://x.com/WAR527/status/1998095888871469531)  2025-12-08T18:22Z 9715 followers, 1144 engagements


"More on $AR deal"  
[X Link](https://x.com/WAR527/status/1998096107294101773)  2025-12-08T18:23Z 9715 followers, 1156 engagements


"So if $INR stock price % increase $AR % increase does the market think that $INR got the better deal With deal(s) accretive to both cos. on key aspects Is that a "win-win"😉"  
[X Link](https://x.com/WAR527/status/1998461369469796762)  2025-12-09T18:34Z 9718 followers, 2318 engagements


"Free BBG: Small and medium-sized US oil and gas producers are expected to lead a new wave of shale mergers and acquisitions according to industry consultant Rystad Energy"  
[X Link](https://x.com/WAR527/status/1998462825933463565)  2025-12-09T18:40Z 9718 followers, 1744 engagements


"@ZmansEnrgyBrain The stuff that $AR claimed was so non-core that they didn't ever plan to drill it 🤣 Dueling PRs can be fun 😉"  
[X Link](https://x.com/WAR527/status/1998474397821161768)  2025-12-09T19:26Z 9718 followers, XXX engagements


""Dang it The farmers are coming prepared with real #s""  
[X Link](https://x.com/WAR527/status/1998474766769074600)  2025-12-09T19:28Z 9718 followers, 1675 engagements


"$XOM Corporate Plan Update links:"  
[X Link](https://x.com/WAR527/status/1998606146240905657)  2025-12-10T04:10Z 9718 followers, 1179 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 Avatar @WAR527 RAWenergy

RAWenergy posts on X about $crgy, $ar, $civi, $sm the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +173%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXXXX +52%
  • X Year XXXXXXXXX +4.20%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XX%
  • X Months XXX +47%
  • X Year XXXXX +24%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.28%
  • X Month XXXXX +0.73%
  • X Months XXXXX +5.20%
  • X Year XXXXX +11%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks XXXXX% cryptocurrencies #6129 finance XXXXX% currencies #2713 travel destinations XXXX% countries XXXX%

Social topic influence $crgy #4, $ar #2, $civi #3, $sm #8, $ctra #3, $vtle #11, $fang #9, $nog #1, $inr #1, $dec XXXX%

Top accounts mentioned or mentioned by @suicide95518428 @shaletier7 @zmansenrgybrain @ft @tomloughrey_lfe @divestmentpros @campbe14425505 @mailboxmoney6 @nicequarterguys @teddygambino @davidramsdenwoo @tscgllc @crudegusher @fauxright @manchesterutd81 @bowtiedfeline @tomloughreylfe @nextwaveeft @jadedpdphtx @jaded_pdp_htx

Top assets mentioned Crescent Energy Company (CRGY) Arweave (AR) Civitas Resources, Inc. (CIVI) SM Energy Company (SM) Coterra Energy Inc (CTRA) FANG Token (FANG) Northern Oil and Gas, Inc. (NOG) Inery (INR) Decentr (DEC) Devon Energy Corp (DVN) Permian Resources Corporation Class A Common Stock (PR) Matador Resources, Co. (MTDR) Veritise (VTS) Ovintiv, Inc. (OVV) Exxon Mobil (XOM) Comstock Resources, Inc. (CRK) Oxygen (OXY) APA Corp (US) (APA) Amplify Energy Corp. (AMPY) Gulfport Energy Corporation (GPOR) JPMorgan Chase (JPM) GammaSwap (GS) KKR & Co, Inc. (KKR) Convex Finance (CVX) TotalEnergies SE (TTE) Aston Martin Cognizant Fan Token (AM)

Top Social Posts

Top posts by engagements in the last XX hours

"Levered E&Ps moved up with oil prices. Most levered cos (LTD/ Tot Cap) include: $DEC $CRK $VTLE $NOG $CIVI $CRGY all XX% Close behind are $OXY $MTDR $APA $SM and $DVN all XX% Leverage obviously works in both directions"
X Link 2025-09-25T00:31Z 9710 followers, 7856 engagements

"$DEC to switch its primary listing from London to New York via @ft"
X Link 2025-10-02T00:08Z 9710 followers, 1276 engagements

"$MTDR reports 3Q25 results PR: Presentation: Highlights:"
X Link 2025-10-21T20:22Z 9712 followers, 24.7K engagements

"$AMPY divests ETX assets for $XXX mm"
X Link 2025-10-29T13:18Z 9712 followers, 2834 engagements

"EAG publishes list of recent E&P transactions. Consolidation more so than valuation impetus @divestmentpros"
X Link 2025-11-08T14:43Z 9712 followers, 3345 engagements

"@TSCGllc $CTRA has $XXX mm of NOLs and $GPOR $XXX B. Not sure of the relative NAVs but the idea would be to minimize actual cash taxes as much as possible by using properties rather than cash"
X Link 2025-11-09T00:57Z 9712 followers, XXX engagements

"Kimmeridge/ $DVN + $CTRA @crudegusher"
X Link 2025-11-15T00:44Z 9710 followers, 6550 engagements

"I am hoping to see a X way merger announced on Monday just so I can use the term "turducken.""
X Link 2025-11-21T16:08Z 9710 followers, 5214 engagements

"$JPM and $GS both announcing expectations for oil in the $30s by 2027"
X Link 2025-11-24T16:20Z 9711 followers, 16.6K engagements

"$FANG buys back X mm shares from SGF @$152.59/share. SGF also has the right but not the obligation to sell X mm shares/qtr in 2026 8-K:"
X Link 2025-12-01T22:38Z 9713 followers, 9095 engagements

"Hart article re $FANG share buyback from Stephens family member"
X Link 2025-12-01T22:40Z 9713 followers, 7311 engagements

"@campbe14425505 Expect so. Stephens family dumping $FANG may not be the same but somewhat similar. More to come () and M&A Mondays are dwindling esp with holidays sprinkled in"
X Link 2025-12-02T01:12Z 9705 followers, XXX engagements

"$PR EV $XXXX B including Class C units + non-consolidated Market largely differentiating valuation of inventory on an apples to apples basis $FANG as a FC co. now has a more conservative B/S than SE cos like $PR as adjusted. Interesting disclosures in sector likely coming soon . Of course when was the last time that actual fundamentals mattered"
X Link 2025-12-03T18:52Z 9713 followers, XXX engagements

"@mailboxmoney6 @NiceQuarterGuys $CTRA among the most overvalued cos. in the sector if not THE most"
X Link 2025-12-03T18:55Z 9710 followers, XXX engagements

"(1) The market doesn't trust $CTRA after the $COG debacle that was picked up (by @NextWaveEFT ) on even before $CTRA. How do you risk-adjust that with same mgt in place (as Kimmeridge has noted) (2) Comparison of PPE net book value ($17.8 B) to SE FNR/NPV0 ($18.3 B) or SEC10 ($12.6 B ) vs. IMV of $XX B@#26/sh. If they were a FC co. and/or normalizing all cos to FC basis as close to FMV they would have had a large impairment (and virtually no equity) (3) Reserve decline X yrs by XX% (4) Oil price declines since YE24' natty prices up. Net = (5) Franklin Mtn. deal impact (reserves NAV"
X Link 2025-12-04T17:59Z 9710 followers, XX engagements

"Jan. '25 Hart article re 'Continuation Funds' including Quantum Energy's CF for HG Energy (rumored target of $AR)"
X Link 2025-12-08T12:19Z 9712 followers, 1008 engagements

"$AR Presentation re Strategic Transactions announced today"
X Link 2025-12-08T12:39Z 9712 followers, 1899 engagements

"Buy and Buy: $PR Hunts for Next Oily M&A Target"
X Link 2025-10-20T14:01Z 9717 followers, 8843 engagements

"$CTRA: Kimmeridge Releases Letter to the Board Outlining Urgent Steps to Restore Governance and Unlock "
X Link 2025-11-04T15:13Z 9714 followers, 20.6K engagements

"$SM + $CIVI = SMitas (pronounced "smite us") YW"
X Link 2025-11-04T17:57Z 9718 followers, 1299 engagements

"$CVX's Gorgon LNG project secures $X billion investment nod"
X Link 2025-12-05T04:08Z 9715 followers, XXX engagements

"YPF Vista Shell Equinor ink shale oil export deal with Chile's ENAP"
X Link 2025-12-07T18:55Z 9714 followers, 1369 engagements

"@ShaleTier7 If you mean $KKR as manager of $CRGY you could be right"
X Link 2025-12-07T23:09Z 9718 followers, XXX engagements

"Free link: $AR and HG"
X Link 2025-12-08T11:04Z 9715 followers, 1921 engagements

"$CTRA taking the hint about non-core Appalachian assets"
X Link 2025-12-08T18:43Z 9715 followers, 1137 engagements

"$VTS reports 1Q25 results PR: Presentation: Highlights:"
X Link 2025-05-05T20:11Z 9714 followers, 1145 engagements

"$VTS reports 2Q25 results PR: Presentation: Highlights:"
X Link 2025-08-04T20:24Z 9715 followers, XXX engagements

"$CRGY files Amendment #1 to Form S-4 AMC for proposed merger with $VTLE. Meeting to be held Dec. 12"
X Link 2025-10-24T21:19Z 9718 followers, 1341 engagements

"$CIVI vs. $SM X yr stock comparison (TSR period). Investors (-50%+)"
X Link 2025-11-03T20:00Z 9718 followers, 1864 engagements

"$FANG reports 3Q25 results Letter: PR: Presentation: Highlights:"
X Link 2025-11-03T21:06Z 9718 followers, 3355 engagements

"$VTLE kept their streak going reporting a $XXX mm impairment (FC) for 3Q bringing their total to $X B YTD. Sets the table for their upcoming merger with $CRGY. Note: Several (SE) cos. have expected upcoming SEC values which would similarly cause impairments if they were FC cos. rendering their NBVs and many comparative stats virtually meaningless"
X Link 2025-11-03T22:13Z 9718 followers, 3090 engagements

"$SM Eyes Asset Sales After Closing $8B $CIVI Merger"
X Link 2025-11-03T23:01Z 9718 followers, 4128 engagements

"Several transactions were "announced" in 3Q releases not just the two headlined here $DVN $PR Get Deeper in Delaware Through M&A"
X Link 2025-11-06T02:11Z 9717 followers, 3640 engagements

"$INR reports 3Q25 results PR: Presentation: Highlights:"
X Link 2025-11-10T21:08Z 9718 followers, 1794 engagements

"Beta leveraged E&Ps leading the downdraft today include the standards: $CRGY $VTLE $SM $CIVI . and $NOG $OVV. Investors: "We want you to do deals." Later: "No NOT THAT ONE"🙄"
X Link 2025-11-12T21:01Z 9715 followers, 1467 engagements

"$SM + $CIVI merger update Presentation:"
X Link 2025-11-17T22:50Z 9717 followers, 2331 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 "
X Link 2025-11-24T15:06Z 9718 followers, 3592 engagements

"$CRGY exchange offers for $VTLE debt due 29/30. Merger vote 12/12"
X Link 2025-12-01T15:33Z 9718 followers, 1134 engagements

"$OVV enters into X yr. Term Credit Agreement for $XXX B to finance NuVista deal. 8-K with link to TCA:"
X Link 2025-12-01T22:33Z 9718 followers, 1314 engagements

"Exclusive: $XOM in talks with Iraq about buying Lukoil stake in giant West Qurna X oil field - sources"
X Link 2025-12-02T08:07Z 9715 followers, 1723 engagements

"Legado Capital Closes $DEC $400000000 Acquisition Financing ABS Transac"
X Link 2025-12-03T18:00Z 9716 followers, XXX engagements

"Impact on reserves production cash flow for the total $CRGY Provides Update on Successful Non-Core Divestiture Program with Over $XXX Million Signed Year to Date -"
X Link 2025-12-03T22:44Z 9718 followers, 1837 engagements

"$CVX Announces 2026 Capex Budget of $XX to $XX Billion -"
X Link 2025-12-03T23:31Z 9715 followers, 3330 engagements

"Insider ownership You mean KKR the huge PE firm that bankrupted TXU and Samson in the 2010s What is their record since then and how does it compare to other cos Their ppl are all KKR employees and they can and do make other investments outside $CRGY (Spur etc.). There is a reason they trade at a discount. It is run primarily for the benefit of KKR not the public S/Hs. Insider ownership could actually be considered a negative given that . and the fact that anybody seeking to terminate the mgt agreement would have to pay KKR as much as $XXX mm in termination fees. etc. etc. No thanks. IMO only."
X Link 2025-12-04T16:05Z 9718 followers, XX engagements

"@Jaded_PDP_HTX @FT Probably. "Sponsors" don't want to take the loss and liquidate assets without having a new fund going to earn fees for them. Will we see more like $CRGY which has a new fee structure for a public co as well"
X Link 2025-12-05T14:56Z 9718 followers, XXX engagements

"$TTE Merges Its Upstream Business with NEO NEXT Creating the Largest Independent Oil and Gas Producer in the UK -"
X Link 2025-12-08T11:53Z 9718 followers, 1462 engagements

"$NOG Announces $XXX Billion Joint Acquisition with $INR: Acquiring Premier Utica Upstream Assets"
X Link 2025-12-08T12:23Z 9718 followers, 7229 engagements

"$AR to acquire HG sell Utica to $INR/ $NOG JV"
X Link 2025-12-08T12:26Z 9718 followers, 1660 engagements

"More on $AR/ $AM deals"
X Link 2025-12-08T18:22Z 9715 followers, 1144 engagements

"More on $AR deal"
X Link 2025-12-08T18:23Z 9715 followers, 1156 engagements

"So if $INR stock price % increase $AR % increase does the market think that $INR got the better deal With deal(s) accretive to both cos. on key aspects Is that a "win-win"😉"
X Link 2025-12-09T18:34Z 9718 followers, 2318 engagements

"Free BBG: Small and medium-sized US oil and gas producers are expected to lead a new wave of shale mergers and acquisitions according to industry consultant Rystad Energy"
X Link 2025-12-09T18:40Z 9718 followers, 1744 engagements

"@ZmansEnrgyBrain The stuff that $AR claimed was so non-core that they didn't ever plan to drill it 🤣 Dueling PRs can be fun 😉"
X Link 2025-12-09T19:26Z 9718 followers, XXX engagements

""Dang it The farmers are coming prepared with real #s""
X Link 2025-12-09T19:28Z 9718 followers, 1675 engagements

"$XOM Corporate Plan Update links:"
X Link 2025-12-10T04:10Z 9718 followers, 1179 engagements

@WAR527
/creator/twitter::WAR527