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# ![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1607856531940286464.png) @appalachiangabe Gabe ๐ŸŒŽ๐ŸŒฒ

Gabe ๐ŸŒŽ๐ŸŒฒ posts on X about $hesm, $cvx, cvx, $ne the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1607856531940286464/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607856531940286464/c:line/m:interactions.svg)

- X Week XXXXX +0.74%
- X Month XXXXX +67%
- X Months XXXXXX -XX%
- X Year XXXXXX +360%

### Mentions: XX [#](/creator/twitter::1607856531940286464/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607856531940286464/c:line/m:posts_active.svg)

- X Week XX +144%
- X Month XX +172%
- X Months XXX -XXXX%
- X Year XXX +1,115%

### Followers: XXX [#](/creator/twitter::1607856531940286464/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607856531940286464/c:line/m:followers.svg)

- X Week XXX +2.30%
- X Month XXX +4.80%
- X Months XXX +42%
- X Year XXX +14%

### CreatorRank: undefined [#](/creator/twitter::1607856531940286464/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607856531940286464/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1607856531940286464/influence)
---

**Social category influence**
[stocks](/list/stocks)  XX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$hesm](/topic/$hesm) 22.22%, [$cvx](/topic/$cvx) 11.11%, [cvx](/topic/cvx) 8.89%, [$ne](/topic/$ne) 6.67%, [$blk](/topic/$blk) 4.44%, [approved](/topic/approved) 2.22%, [$hes](/topic/$hes) 2.22%, [$de](/topic/$de) 2.22%, [acquisition](/topic/acquisition) 2.22%, [$50share](/topic/$50share) XXXX%

**Top accounts mentioned or mentioned by**
[@joelwberry](/creator/undefined) [@merricklackner](/creator/undefined) [@aaronvalue](/creator/undefined) [@1035capital](/creator/undefined) [@zay111086718](/creator/undefined) [@crupimatthew](/creator/undefined) [@thesteadyfund](/creator/undefined) [@blueowlcapital](/creator/undefined) [@mrneutralman](/creator/undefined) [@bionerd77](/creator/undefined) [@war527](/creator/undefined) [@avmatters](/creator/undefined) [@archangelfeed](/creator/undefined) [@truenolan](/creator/undefined)

**Top assets mentioned**
[Hess Midstream LP Class A Share representing a limited partner Interest (HESM)](/topic/$hesm) [Convex Finance (CVX)](/topic/$cvx) [Noble Corporation (NE)](/topic/$ne) [BlackCoin (BLK)](/topic/$blk) [Hess Corp. (HES)](/topic/$hes) [Deere & Company (DE)](/topic/$de) [EQT, Corp. (EQT)](/topic/$eqt) [BlackRock Inc (BLK)](/topic/blackrock)
### Top Social Posts [#](/creator/twitter::1607856531940286464/posts)
---
Top posts by engagements in the last XX hours

"Part of the divestment took the form of $HESM buying back class B shares from $BLK but in June $BLK finalized its exit by converting its class B to class A and selling via offering"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267784926650534) 2025-07-18 17:56:14 UTC XXX followers, XX engagements


"Today $CVX deal to buy $HES was approved and is now a XXXX% owner in Hesss publicly traded midstream vehicle $HESM. $CVX immediately announced a shakeup to the board and executive suite. John Hess chairman and CEO is out along with other legacy Hess board members"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267775678197913) 2025-07-18 17:56:12 UTC XXX followers, XX engagements


"$50/share + the $XXXX Q3 dividend would be about XX% premium to todays price. If the timeline is similar to the Noble midstream acquisition well see a bid in Oct and this gets wrapped up by Q1"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267811673776368) 2025-07-18 17:56:20 UTC XXX followers, XX engagements


"Also since its important to some $HESM filed up-C so even though its an MLP it issues a 1099 not a K-1. Easier on the tax compliance"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946269489319821739) 2025-07-18 18:03:00 UTC XXX followers, XX engagements


"The market is giddy at the prospect of $HESM going the way of Noble midstream. With the new board changes it seems likely"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946228139153113238) 2025-07-18 15:18:42 UTC XXX followers, XXX engagements


"Every one of my followers better follow peony you wont find obscure alpha takes like this anywhere else"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1947356241120137621) 2025-07-21 18:01:22 UTC XXX followers, XX engagements


"More recently $EQT also internalized its publicly traded midstream company Equitrans in an all-stock transaction at XX% premium to the pre-announcement share price and an EV/EBITDA of 11x"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267799673852386) 2025-07-18 17:56:18 UTC XXX followers, XX engagements


"Imagine REIT valuations when the XX year yields X% but restrictive tariff and immigration policies keep inventories low"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946436724172685314) 2025-07-19 05:07:32 UTC XXX followers, XXX engagements


"A note on org/share structure: $HESM has publicly owned shares (class A) and shares with enhanced voting rights (class B) owned by an entity called Hess Midstream GP LP. GP used to be owned 50:50 by Hess and BlackRock but $BLK has been divesting for a while now"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267782351314985) 2025-07-18 17:56:13 UTC XXX followers, XX engagements


"$AGM has been a core holding for years. A true buy-and-hold stock that also provides swing trading opportunities with obvious support & resistance"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1943312305292218861) 2025-07-10 14:12:13 UTC XXX followers, XXX engagements


"@merricklackner Looks like puts are trading at the bid and calls at the ask. Track the support from April bottom to the May and June bottoms and the line intersects today at $1.49ish + the XX day sma around $XXXX gives me confidence were near a local bottom"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1947747971979981308) 2025-07-22 19:57:58 UTC XXX followers, XX engagements


"At 11x EV/EBITDA $HESM would be $43/share approximately X% above the current share price. + XXX% from the Q3 div. XXX% in X months isnt super compelling but not bad annualized depending on how you view the risk"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267802874073408) 2025-07-18 17:56:18 UTC XXX followers, XX engagements


"@WAR527 Whats the likelihood $CVX internalizes $HESM in your view"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946309854890492049) 2025-07-18 20:43:24 UTC XXX followers, XX engagements


"Replacing them are $CVX insiders including the President of $CVX midstream division. There are now X $CVX insiders on the board and X independent members. Theres an ongoing search for a 4th independent success would result in 4:4"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267779453063604) 2025-07-18 17:56:13 UTC XXX followers, XX engagements


"But $CVX isnt interested in getting a killer deal on these assets they just want to internalize and combine $HESM with the rest of their midstream portfolio theyll pay the price the market demands"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267805235474557) 2025-07-18 17:56:19 UTC XXX followers, XX engagements


"SPECIAL SIT M&A OPPORTUNITY: $CVX is going to internalize $HESM likely in the next X months. ๐Ÿงต"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267766530412715) 2025-07-18 17:56:10 UTC XXX followers, XXX engagements


"My value/dividend side cant stop looking at these beaten down consumer staples names. Someone talk me off the ledge"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946430253770883177) 2025-07-19 04:41:50 UTC XXX followers, XX 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.]

@appalachiangabe Avatar @appalachiangabe Gabe ๐ŸŒŽ๐ŸŒฒ

Gabe ๐ŸŒŽ๐ŸŒฒ posts on X about $hesm, $cvx, cvx, $ne the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

Engagements Line Chart

  • X Week XXXXX +0.74%
  • X Month XXXXX +67%
  • X Months XXXXXX -XX%
  • X Year XXXXXX +360%

Mentions: XX #

Mentions Line Chart

  • X Week XX +144%
  • X Month XX +172%
  • X Months XXX -XXXX%
  • X Year XXX +1,115%

Followers: XXX #

Followers Line Chart

  • X Week XXX +2.30%
  • X Month XXX +4.80%
  • X Months XXX +42%
  • X Year XXX +14%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XX% finance XXXXX% cryptocurrencies XXXXX% countries XXXX%

Social topic influence $hesm 22.22%, $cvx 11.11%, cvx 8.89%, $ne 6.67%, $blk 4.44%, approved 2.22%, $hes 2.22%, $de 2.22%, acquisition 2.22%, $50share XXXX%

Top accounts mentioned or mentioned by @joelwberry @merricklackner @aaronvalue @1035capital @zay111086718 @crupimatthew @thesteadyfund @blueowlcapital @mrneutralman @bionerd77 @war527 @avmatters @archangelfeed @truenolan

Top assets mentioned Hess Midstream LP Class A Share representing a limited partner Interest (HESM) Convex Finance (CVX) Noble Corporation (NE) BlackCoin (BLK) Hess Corp. (HES) Deere & Company (DE) EQT, Corp. (EQT) BlackRock Inc (BLK)

Top Social Posts #


Top posts by engagements in the last XX hours

"Part of the divestment took the form of $HESM buying back class B shares from $BLK but in June $BLK finalized its exit by converting its class B to class A and selling via offering"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:14 UTC XXX followers, XX engagements

"Today $CVX deal to buy $HES was approved and is now a XXXX% owner in Hesss publicly traded midstream vehicle $HESM. $CVX immediately announced a shakeup to the board and executive suite. John Hess chairman and CEO is out along with other legacy Hess board members"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:12 UTC XXX followers, XX engagements

"$50/share + the $XXXX Q3 dividend would be about XX% premium to todays price. If the timeline is similar to the Noble midstream acquisition well see a bid in Oct and this gets wrapped up by Q1"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:20 UTC XXX followers, XX engagements

"Also since its important to some $HESM filed up-C so even though its an MLP it issues a 1099 not a K-1. Easier on the tax compliance"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 18:03:00 UTC XXX followers, XX engagements

"The market is giddy at the prospect of $HESM going the way of Noble midstream. With the new board changes it seems likely"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 15:18:42 UTC XXX followers, XXX engagements

"Every one of my followers better follow peony you wont find obscure alpha takes like this anywhere else"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-21 18:01:22 UTC XXX followers, XX engagements

"More recently $EQT also internalized its publicly traded midstream company Equitrans in an all-stock transaction at XX% premium to the pre-announcement share price and an EV/EBITDA of 11x"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:18 UTC XXX followers, XX engagements

"Imagine REIT valuations when the XX year yields X% but restrictive tariff and immigration policies keep inventories low"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-19 05:07:32 UTC XXX followers, XXX engagements

"A note on org/share structure: $HESM has publicly owned shares (class A) and shares with enhanced voting rights (class B) owned by an entity called Hess Midstream GP LP. GP used to be owned 50:50 by Hess and BlackRock but $BLK has been divesting for a while now"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:13 UTC XXX followers, XX engagements

"$AGM has been a core holding for years. A true buy-and-hold stock that also provides swing trading opportunities with obvious support & resistance"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-10 14:12:13 UTC XXX followers, XXX engagements

"@merricklackner Looks like puts are trading at the bid and calls at the ask. Track the support from April bottom to the May and June bottoms and the line intersects today at $1.49ish + the XX day sma around $XXXX gives me confidence were near a local bottom"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-22 19:57:58 UTC XXX followers, XX engagements

"At 11x EV/EBITDA $HESM would be $43/share approximately X% above the current share price. + XXX% from the Q3 div. XXX% in X months isnt super compelling but not bad annualized depending on how you view the risk"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:18 UTC XXX followers, XX engagements

"@WAR527 Whats the likelihood $CVX internalizes $HESM in your view"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 20:43:24 UTC XXX followers, XX engagements

"Replacing them are $CVX insiders including the President of $CVX midstream division. There are now X $CVX insiders on the board and X independent members. Theres an ongoing search for a 4th independent success would result in 4:4"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:13 UTC XXX followers, XX engagements

"But $CVX isnt interested in getting a killer deal on these assets they just want to internalize and combine $HESM with the rest of their midstream portfolio theyll pay the price the market demands"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:19 UTC XXX followers, XX engagements

"SPECIAL SIT M&A OPPORTUNITY: $CVX is going to internalize $HESM likely in the next X months. ๐Ÿงต"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:10 UTC XXX followers, XXX engagements

"My value/dividend side cant stop looking at these beaten down consumer staples names. Someone talk me off the ledge"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-19 04:41:50 UTC XXX followers, XX engagements

@appalachiangabe
/creator/twitter::appalachiangabe