# ![@lambo_or_bridge Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1775264604576423936.png) @lambo_or_bridge ☣

☣ posts on X about $kos, debt, market cap, money the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1775264604576423936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1775264604576423936/c:line/m:interactions.svg)

- [--] Week [---] -66%
- [--] Month [-----] -90%
- [--] Months [-------] +3,208,700%
- [--] Year [-------] +832%

### Mentions: [--] [#](/creator/twitter::1775264604576423936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1775264604576423936/c:line/m:posts_active.svg)

- [--] Month [--] -50%
- [--] Months [--] +1,500%
- [--] Year [--] -13%

### Followers: [--] [#](/creator/twitter::1775264604576423936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1775264604576423936/c:line/m:followers.svg)

- [--] Week [--] +1.50%
- [--] Month [--] +4.60%
- [--] Months [--] +41%
- [--] Year [--] +57%

### CreatorRank: [---------] [#](/creator/twitter::1775264604576423936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1775264604576423936/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [gaming](/list/gaming)  [exchanges](/list/exchanges)  [social networks](/list/social-networks)  [currencies](/list/currencies) 

**Social topic influence**
[$kos](/topic/$kos) #5, [debt](/topic/debt), [market cap](/topic/market-cap), [money](/topic/money), [$tcf](/topic/$tcf), [$gultu](/topic/$gultu), [target](/topic/target), [$kspi](/topic/$kspi), [$350m](/topic/$350m), [$250m](/topic/$250m)

**Top accounts mentioned or mentioned by**
[@trillionenergy](/creator/undefined) [@tyberiusmaximus](/creator/undefined) [@thedankinformer](/creator/undefined) [@serenitystock](/creator/undefined) [@rvtcapital](/creator/undefined) [@javierblas](/creator/undefined) [@christankerfund](/creator/undefined) [@jsmith8286](/creator/undefined) [@numbersnarrati](/creator/undefined) [@capitalatrisk23](/creator/undefined) [@ajacksonhole](/creator/undefined) [@realbillgross](/creator/undefined) [@weedstreet420](/creator/undefined) [@toffcap](/creator/undefined) [@invertedfragil1](/creator/undefined) [@clarksquarecap](/creator/undefined) [@dantmt](/creator/undefined) [@tigerlinetrades](/creator/undefined) [@sexystockslayer](/creator/undefined) [@feteracompany](/creator/undefined)

**Top assets mentioned**
[Kosmos Energy Ltd. (KOS)](/topic/$kos) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Ecopetrol S.A (EC)](/topic/$ec) [Innovative Industrial Properties, Inc. Common stock (IIPR)](/topic/$iipr) [Helium (HNT)](/topic/helium) [Bitcoin (BTC)](/topic/bitcoin) [Auctus (AUC)](/topic/auctus) [CannabisCoin (CANN)](/topic/cannabis) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [GameStop, Corp. (GME)](/topic/$gme) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Hydrofarm Holdings Group, Inc. (HYFM)](/topic/$hyfm) [MAPS (MAPS)](/topic/$maps)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TheDankInformer [----] as foretold by the prophecy. I'm selling June puts strike [--] here for 90cents (). Worse case scenario = buying shares at $3.1 equivalent. Best case scenario = 183% annualized return. https://www.optionsprofitcalculator.com/calculator/short-put.html https://www.optionsprofitcalculator.com/calculator/short-put.html"  
[X Link](https://x.com/lambo_or_bridge/status/1783593717967757357)  2024-04-25T20:27Z [--] followers, [--] engagements


"3 #cannabis #stocks #catalysts: 🚬#Reschedule from [--] to 3: Ends IRC Section #280E (allows tax deductions of expenses) 🚬#SAFEBanking Act: access to bank services & financing 🚬Federal #legalization: interstate commerce Nasdaq listing 1/3"  
[X Link](https://x.com/lambo_or_bridge/status/1783684846004412430)  2024-04-26T02:29Z [--] followers, [---] engagements


"https://twitter.com/lambo_or_bridge/status/1783593717967757357 @TheDankInformer [----] as foretold by the prophecy. I'm selling June puts strike [--] here for 90cents (). Worse case scenario = buying shares at $3.1 equivalent. Best case scenario = 183% annualized return. https://t.co/YXqOxyHepN https://twitter.com/lambo_or_bridge/status/1783593717967757357 @TheDankInformer [----] as foretold by the prophecy. I'm selling June puts strike [--] here for 90cents (). Worse case scenario = buying shares at $3.1 equivalent. Best case scenario = 183% annualized return. https://t.co/YXqOxyHepN"  
[X Link](https://x.com/lambo_or_bridge/status/1783687347923521891)  2024-04-26T02:39Z [--] followers, [--] engagements


"#cannabis #stocks #shortsqueeze ranking: 1st: $IIPR shorts will need either [--] days to cover or hit the ask non stop 2nd: $HYFM with [--] days to cover 3rd: $HITI [--] days to cover"  
[X Link](https://x.com/lambo_or_bridge/status/1785072105878347946)  2024-04-29T22:22Z [--] followers, [---] engagements


"@numbersnarrati not too bad kinda rookie numbers tho😂 $LFLY had a humble 50%+ day portfolio up 10% on a -1.5% $SPY day feels even better"  
[X Link](https://x.com/lambo_or_bridge/status/1785435470266343462)  2024-04-30T22:26Z [--] followers, [---] engagements


"@capitalatrisk23 did Buffet make 50% isn't it more like 20-30%"  
[X Link](https://x.com/lambo_or_bridge/status/1787182571731759382)  2024-05-05T18:08Z [--] followers, [---] engagements


"@AJacksonHole @real_bill_gross are there even deep OTM calls or is he using iron condors straddles strangles or what scratching my head with this one everybody knows price doesn't make any sense and there are not enough shorts to squeeze this time so the question is what's the best way to play this"  
[X Link](https://x.com/lambo_or_bridge/status/1790405669352292422)  2024-05-14T15:35Z [--] followers, [---] engagements


"@WeedStreet420 We just need reddit/retail to discover what removing 280E means. Beaten up sector is about to explode at last. They'll keep shorting until they cannot short it anymore as happened with $gme. And this time it will not be just memes fundamentals are about to radically change here"  
[X Link](https://x.com/lambo_or_bridge/status/1793788701140464106)  2024-05-23T23:38Z [--] followers, [---] engagements


"@ToffCap what's your opinion on cannabis sector imminent reschedule will remove 280E that didn't allow tax compensation of expenses. Effective tax rate will go from 90% in some cases to 21%. Very unprofitable business are about to become instantly profitable"  
[X Link](https://x.com/lambo_or_bridge/status/1794880396028735643)  2024-05-26T23:56Z [--] followers, [---] engagements


"@invertedfragil1 @ClarkSquareCap makes sense he'd probably be all-in now then if screenshot is legit. Dunno still thinking something smells funny here grabbing some popcorn to watch opening tomoro tho"  
[X Link](https://x.com/lambo_or_bridge/status/1797433493166985522)  2024-06-03T01:01Z [--] followers, [---] engagements


"$GME $AMC 🍿🐒"  
[X Link](https://x.com/lambo_or_bridge/status/1798785177730052187)  2024-06-06T18:33Z [--] followers, [---] engagements


"$OMEX is a zero oh well puts side of the strangle should still print money here "Odyssey expects that most or all of the proceeds of the award will be used to satisfy its litigation financing obligations""  
[X Link](https://x.com/lambo_or_bridge/status/1836107399276454030)  2024-09-17T18:18Z [--] followers, [---] engagements


"@dan_tmt $OMEX they have no assets as they were sold to Monaco Financial LCC only liabilities. EXO and OMEX split the award which is not even going to be enough to pay litigation costs. This is a zero just because it cannot go negative"  
[X Link](https://x.com/lambo_or_bridge/status/1836120422183477434)  2024-09-17T19:09Z [--] followers, [---] engagements


"pump & dump discord teams telling their minions who are allergic to any research that $OMEX is closing the gap to $5 cos "algos sold after reading "chapter 11" in last new release but ThEy ActUaLlY wOn 37M" 😂 you cannot make this shit up. pump phase always all fun and memes"  
[X Link](https://x.com/lambo_or_bridge/status/1836507361046847537)  2024-09-18T20:47Z [--] followers, [---] engagements


"@TigerLineTrades $OMEX needed to win 300M from trial ongoing since [----] just to survive. Got only 37M. They will have to file for bankruptcy as soon as lawyers cash in the 37M (to avoid sharing it with other debtors).This is a zero.Dead cat bounced hard cos pumped by Zackmorris crew & dumping now"  
[X Link](https://x.com/lambo_or_bridge/status/1836773201268932838)  2024-09-19T14:23Z [--] followers, [---] engagements


"@SexyStockSlayer Fundamentals matter. Many followed you blindly on day1 of the pump&dump believing your lies & may not be super happy being exit liquidity on day3 when they do a minimal research on $OMEX situation & find out they've been lied: "AlgOs mAdE a MiStAkE sAfE bEt dEfO nOT bAnkRUpT""  
[X Link](https://x.com/lambo_or_bridge/status/1836822289108607079)  2024-09-19T17:38Z [--] followers, [--] engagements


"@TyberiusMaximus @feteracompany @Serenity_Stock @TrillionEnergy No read that again:"block license OWNER secured a third party and gave up a 20%". $TCF is not the owner of the block and has no working interest. In order to earn an interest they need to drill [--] wells before year end or they break farmin obligations.Owner found a better partner"  
[X Link](https://x.com/lambo_or_bridge/status/1845797301899469012)  2024-10-14T12:02Z [--] followers, [--] engagements


"1/2 Georgina Energy $GEX.L #GEX 10M market cap targeting $100 billion #helium resources () no debt funded for 1st well on December [----] (5M cash put by CEO & CFO personally) re-entering [--] historical oil wells that tested 9% helium and 11% hydrogen"  
[X Link](https://x.com/lambo_or_bridge/status/1849863537298112788)  2024-10-25T17:20Z [--] followers, [---] engagements


"Only reason #GEX $GEX.L is 10M market cap is cos Winnifrih's short article. The thing is that's irrelevant. 3rd party resources report says there could be $100B underground. Either drill finds them or not. Anything else is moot. https://total-market-solutions.com/2024/10/georgina-energy-plc-2 https://total-market-solutions.com/2024/10/georgina-energy-plc-2"  
[X Link](https://x.com/lambo_or_bridge/status/1849926993476833357)  2024-10-25T21:32Z [--] followers, [---] engagements


"@ACapitalLP ha yes nanocaps are not for funds/big accounts. anyone else reading: opening a position may take a while exit after award not a problem as they should return award with cash distributions/especial dividend same as $IDA.ASX & WINS.V did when they settled"  
[X Link](https://x.com/lambo_or_bridge/status/1849942100525330490)  2024-10-25T22:32Z [--] followers, [--] engagements


"Tom Winnifrith two critiques to #GEX $GEX.L 1) EPA155 wont be awarded: No idea but even if true this 2nd well is irrelevant 1st well gonna multiply SP x100 or x0.1 in [--] months 2)No helium in the basin: This [----] geology report (pages 11+) says otherwise https://charlesstreetsecurities.co.uk/Resources/Georgina%203.pdf https://charlesstreetsecurities.co.uk/Resources/Georgina%203.pdf"  
[X Link](https://x.com/lambo_or_bridge/status/1850067892219380045)  2024-10-26T06:52Z [--] followers, [---] engagements


"#GEX $GEX.L Distressed Premier Miton fund dumping last shares they had today plus people not knowing how to read yesterday's financials panicking thinking they have no cash & need to raise to drill = Georgina Energy traded today at 6M market cap with 4.5M cash on hand. 😂"  
[X Link](https://x.com/lambo_or_bridge/status/1852296494478422352)  2024-11-01T10:27Z [--] followers, [---] engagements


"@Unlucky_Dude2 now do the price in Australia"  
[X Link](https://x.com/lambo_or_bridge/status/1852456602403557846)  2024-11-01T21:04Z [--] followers, [--] engagements


"#GEX $GEX.L "fully funded for Hussar drill on December" (see today's new release). The biggest prospective helium resource ever (100$ billion) in a market cap of 7M. https://www.lse.co.uk/rns/GEX/operational-update-sz6s10wwd9euapt.html https://www.lse.co.uk/rns/GEX/operational-update-sz6s10wwd9euapt.html"  
[X Link](https://x.com/lambo_or_bridge/status/1854068095536566382)  2024-11-06T07:47Z [--] followers, [---] engagements


"$MSTR = $30B of bitcoin trading at $90B cos memestonk regards are buying calls😂 $MSTZ (2x short): someone dumped today 20th Dec $1 Puts for up to $0.5. Selling those [--] days puts gives 100% max return (1141% ann.)with prob of profit derived from IV=87.9% https://archive.is/6qPur https://archive.is/6qPur"  
[X Link](https://x.com/lambo_or_bridge/status/1858920592843440565)  2024-11-19T17:09Z [--] followers, [---] engagements


"@Sagasta15 meh it happened exactly the same in $WINS.V first day after settlement & it quickly recovered $MON.V should go back to fair value of at least $0.41-0.46 (net cash after taxes & expenses). No brainer quick 40-50% upside here when they release distrib details in a couple days imo"  
[X Link](https://x.com/lambo_or_bridge/status/1859544266504081488)  2024-11-21T10:27Z [--] followers, [---] engagements


"$MSTR no more "iNfiNitE mOnEy GliTcH" & "wE aRe EveReD 4x biTcOiN bRo". (actually the opposite: buying MSTR is just paying [--] x for each bitcoin that's all it is cos debt is convertible aka dilutive not true "BTC pEr ShArE iNcReAsEs" when issuing shares. anywayfun to watch"  
[X Link](https://x.com/lambo_or_bridge/status/1859616052390273048)  2024-11-21T15:13Z [--] followers, [---] engagements


"#GEX $GEX.L Chance of Success of finding either Helium hydrogen or hydrocarbons if they were completely independent events (they are not but not totally dependent either): P(at least one)=1-P(none)= 1-(0.92*0.92*0.83) 30% for Hussar 1-(0.89*0.9*0.83) 33% for Mt Winter"  
[X Link](https://x.com/lambo_or_bridge/status/1859981452819247203)  2024-11-22T15:25Z [--] followers, [---] engagements


"@AAGresearch close to Spain: Gibraltar Andorra Monaco Liechtenstein San Marino Switzerland Luxembourg Malta UK & Ireland (with non dom status)"  
[X Link](https://x.com/lambo_or_bridge/status/1861905251231486275)  2024-11-27T22:49Z [--] followers, [---] engagements


"gameplan: 80% sell OTM monthly puts of $MSOX (2x $MSOS) cos it's high IV. (Holding anything in the space (even $GTBIF $GTII) with 280E is kamikaze. Just betting there will be enough dangling the carrot til elections to be able to harvest theta with absurd high volatility). 2/3"  
[X Link](https://x.com/lambo_or_bridge/status/1783685672139657705)  2024-04-26T02:32Z [--] followers, [---] engagements


"just in case they actually remove 280E: 10% nanocraps $LFLY $BMMJ etc (beta/TA) 10% leaps (anything with low IV high beta & leverage) In ascending market cap w calls: $HYFM $GRWG $VFF $MAPS $HITI $OGI $REFI $AFCG $EEX $ACB $TPB $SNDL $CGC $CRON $TLRY $IIPR $BHC $SMG $JAZZ 3/3"  
[X Link](https://x.com/lambo_or_bridge/status/1783687281619939627)  2024-04-26T02:39Z [--] followers, [---] engagements


"@RVTcapital $KSPI https://im2specter.substack.com/p/kaspikz-kspi-l-emergence-dune-superr=1zd00&utm_medium=ios&triedRedirect=true https://im2specter.substack.com/p/kaspikz-kspi-l-emergence-dune-superr=1zd00&utm_medium=ios&triedRedirect=true"  
[X Link](https://x.com/anyuser/status/1997242132034449712)  2025-12-06T09:50Z [--] followers, [---] engagements


"1/2 #GENL $GENL $GENL.L Genel Energy Enterprise Value: $120M Net Cash position: $126M + $93M receivables 2P reserves: [--] MMbbls Everything that could go wrong already did & priced in. Trading at 52w lows FCF positive despite being forced to sell locally at $35/bbl by trucks"  
[X Link](https://x.com/lambo_or_bridge/status/1841121036206530913)  2024-10-01T14:20Z [--] followers, [----] engagements


"2/2 #GENL $GENL $GENL.L Catalysts: 👉Q4 2024: #Arbitration award for 2+ Billion (sunk costs of 1.4B in expropriated licenses) 👉Pipeline reopening - 2-3x sale price & 3-4x production - reinstate dividends Investment Thesis: https://zerogcos.substack.com/p/pipelines-courts-and-politics-opportunities-02e https://valueinvestorsclub.com/idea/Genel_Energy/6126737693 https://zerogcos.substack.com/p/pipelines-courts-and-politics-opportunities-02e https://valueinvestorsclub.com/idea/Genel_Energy/6126737693"  
[X Link](https://x.com/lambo_or_bridge/status/1841122680864408060)  2024-10-01T14:27Z [--] followers, [---] engagements


"#GENL $GENL $GENL.L Genel Energy update: - Debt reduced to 66M from 248M - Cash 191M net cash 125M + 107M receivables - $    https://www.lse.co.uk/rns/GENL/genel-energy-plc-trading-and-operations-update-x6y6f7ri794rk09.html https://www.lse.co.uk/rns/GENL/genel-energy-plc-trading-and-operations-update-x6y6f7ri794rk09.html"  
[X Link](https://x.com/lambo_or_bridge/status/1856263476248768803)  2024-11-12T09:11Z [--] followers, [---] engagements


"Portfolio and YTD 20% with 50% cash. [---] trades in [----] so far. $PAT.L $CDR.T $KOS $KSPI $MON.T $EOG.V $STMP.V $REC.V $TERA $FAN.V $ZEN.L $GSP $HZN.ASX Arbitrations spec sit oil n gas explo mines"  
[X Link](https://x.com/lambo_or_bridge/status/1975620132400734609)  2025-10-07T17:51Z [--] followers, [---] engagements


"Sold $MON.V Added nanocap $GULTU Gulf Coast Ultra Deep Royalty Trust drilling ultra deep water well with completion end of year. Added $TAO.V pre announcement acquisition/partner"  
[X Link](https://x.com/lambo_or_bridge/status/1977075131043529090)  2025-10-11T18:13Z [--] followers, [---] engagements


"trimmed 1/2 $PAT.L for momentum gold vs oil with intention to rebuy back lower. Reentered #GEX.L for a trade pre permit for the biggest Helium play out there in a 6M nanocap. still building $EC position pre Colombia elections"  
[X Link](https://x.com/lambo_or_bridge/status/1981733126914322651)  2025-10-24T14:42Z [--] followers, [---] engagements


"portfolio update: 1st 13% $GULTU doubled up 2nd 13% $KOS (50% stock 50% leaps) 3rd 11% $CDR.V easy hold 4th 8% #GEX.L new position 5th 8% $PAT.L sold half 6-8th 18% $STMP.V $EOG $REC.V -6% each https://lamboorbridge.substack.com/p/portfolio https://lamboorbridge.substack.com/p/portfolio"  
[X Link](https://x.com/lambo_or_bridge/status/1983952192097939860)  2025-10-30T17:40Z [--] followers, [---] engagements


"2025 recap: Meh year but considering main sector oil&gas crashed badly being up 20% keeping 50% cash position & barely trading cos nonstop traveling the wrong timezones isn't too bad I guess. [--] years & counting proudly unemployed living off my investments is the real win here"  
[X Link](https://x.com/anyuser/status/2006594397425869093)  2026-01-01T05:12Z [--] followers, [---] engagements


"2026 👀 got $GULTU"  
[X Link](https://x.com/anyuser/status/2011868489305505808)  2026-01-15T18:30Z [--] followers, [---] engagements


"@TrillionEnergy with what money (45M liabilities so far) & with what rig (only rig company suitable for the job in the Black Sea has sued $TCF for 20M & won't work with $TRLEF anymore). Oil explo license already lost as needed 12M before 31Dec24 to keep it(same as Derrick license [----] fiasco)"  
[X Link](https://x.com/lambo_or_bridge/status/1839697806358929852)  2024-09-27T16:05Z [--] followers, [---] engagements


"@shaig Cerebras $CBRS not submitting any #MLPerf results is a joke what are they hiding Inference may be great but training is the important thing here. Also SRAM does not scale in advanced nodes"  
[X Link](https://x.com/lambo_or_bridge/status/1841169474839277940)  2024-10-01T17:33Z [--] followers, [---] engagements


"@TyberiusMaximus @TrillionEnergy Wells don't last.After 1-2 months water shuts them off. Production could be [--] already. Check financials: expenses millionaire salaries HUGE liabilities & debt repayment dates. $TCF been trying to fix wells since [----] when insider trading dump.Raise needed & bankruptcy risk here"  
[X Link](https://x.com/lambo_or_bridge/status/1841781052701880653)  2024-10-03T10:03Z [--] followers, [--] engagements


"@TyberiusMaximus @TrillionEnergy No check $TRLEF expenses. Revenue isnt NetProfit. Doubt $TCF has neither of them: $TCF.V always reports gross initial test resultsnever net IP30-60cos brutal decline & wells dont last [--] months.VelocityStrings fail=bankruptcy.Success=probably a very dilutive placement very soon"  
[X Link](https://x.com/lambo_or_bridge/status/1842173431371956296)  2024-10-04T12:02Z [--] followers, [--] engagements


"@Serenity_Stock @TrillionEnergy $TCF currently has 0% interest in the block $TRLEF needs to do 2D seismic (didn't pay bills) & drill [--] wells before year end to earn an interest in the block (no time nor money). Technically they did not lose it yet that's why the news release is so shady as usual with $TCF.V"  
[X Link](https://x.com/lambo_or_bridge/status/1843310718982275378)  2024-10-07T15:21Z [--] followers, [---] engagements


"#PAT.L Biggest position: Panthera Resources (10% portfolio now -entry at [--] trading at 15) Arbitration play vs India. LCM 93% win ratio. [----] Billion claim. Market cap 35m Gold resource estimate [------] Mt at [----] g/t [---] million ounces gold plus copper nickel & cobalt credits"  
[X Link](https://x.com/lambo_or_bridge/status/1974540615426965865)  2025-10-04T18:22Z [--] followers, [---] engagements


"@JavierBlas time to rotate gold into oil cyclicals gonna cycle. $KOS leaps is the way #OTT"  
[X Link](https://x.com/lambo_or_bridge/status/1980666601277124983)  2025-10-21T16:04Z [--] followers, [---] engagements


"@JavierBlas #OOT $KOS $EC $CDR.T $EOG.V $STMP.V $REC.V $GSP $HZN.ASX"  
[X Link](https://x.com/lambo_or_bridge/status/1982961608558326067)  2025-10-28T00:04Z [--] followers, [---] engagements


"@SFarringtonBKC at lower part of cycle any producer without debt profitable at 4X$/barrel is just a waiting game. Or else bet in leaps $KOS: debt keeps rolled prod increases etc for Jan [----]. Leveraged 3-5x"  
[X Link](https://x.com/lambo_or_bridge/status/1983817718337040515)  2025-10-30T08:46Z [--] followers, [----] engagements


"#GEX.L just got drill permit approved Low cost drill with [--] x offtake partners for the Top [--] Biggest Helium Pure Play out there https://open.substack.com/pub/lamboorbridge/p/top-1-biggest-helium-pure-play-outr=6qmo9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lamboorbridge/p/top-1-biggest-helium-pure-play-outr=6qmo9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1983877344227123662)  2025-10-30T12:43Z [--] followers, [----] engagements


"$KOS Q3 FINS: Jubilee Gross 625Kboepd 13% increase Q2 Ghana Net 313Kboed GTA Net 114Kboed(60% increase Q2) Gross LNG Cargos GTA: [---] in Q3 Operating Costs Down 40% Q2 CapEx $67M YTD$240M FYE$350M [----] maturities $250M Shell loan Hedges [----] 2.5mbo $62-$77 [----] 8.5mbo $66-$73"  
[X Link](https://x.com/anyuser/status/1985516707423961199)  2025-11-04T01:17Z [--] followers, [----] engagements


"#GEX.L keeps financing at 5p in tranches of 1M as they need from investors. Georgina Energy PLC the biggest #helium play in the world $110billion in prospective resources in a 5-7M market cap"  
[X Link](https://x.com/lambo_or_bridge/status/1985652001825542433)  2025-11-04T10:15Z [--] followers, [---] engagements


"Offtakers show proof of funds for processing transport & export infrastructure Just raised 2m for road repair rig pad etc at 5p With monster $110B helium prospective resources & less than 7M market cap #GEX.L could multibag only with news of rig contract/mobilization/spud"  
[X Link](https://x.com/lambo_or_bridge/status/1987065809546715497)  2025-11-08T07:53Z [--] followers, [---] engagements


"@pmgdeep1 he deleted the blog but can still be readed easiest way just use cached view of http://hydracapital.ca/category/hydra-blog/ http://hydracapital.ca/category/hydra-blog/"  
[X Link](https://x.com/lambo_or_bridge/status/1987167820694888735)  2025-11-08T14:38Z [--] followers, [--] engagements


"@christankerfund $KOS leaps [----] https://lamboorbridge.substack.com/p/kos-debt-and-prod-problems-rerate https://lamboorbridge.substack.com/p/kos-debt-and-prod-problems-rerate"  
[X Link](https://x.com/lambo_or_bridge/status/1987993326461874514)  2025-11-10T21:18Z [--] followers, [---] engagements


"@OnlyKlans1 sold $hzn.ax and $kos stock to buy more leaps. thinking on selling smaller mining shitcos and get a full 15% position in $ec"  
[X Link](https://x.com/lambo_or_bridge/status/1987995091865338231)  2025-11-10T21:25Z [--] followers, [---] engagements


"#GEX.L raising GBP 7M at 5p and buying [--] projects in exchange for 25% of company to $CTP.ASX IMO they didnt need more projects. Price is good: 25% dilution at 5p. They had 2M and [--] projects + now another 7M to drill and [--] more projects = 9M cash + [--] projects for 25% at 5p"  
[X Link](https://x.com/lambo_or_bridge/status/1988206257250136406)  2025-11-11T11:24Z [--] followers, [--] engagements


"#GEX.L deal to buy [--] more helium projects from $CTP.AX in exchange of 25% of GEX and a seat in the board GEX to raise 7M at 5p to drill MtKitty. pre deal: [--] projects 2M cash 6-7M mkcap 4-5M ev [--] drill funded post deal: [--] projects 9M cash 18M-23M mc 10M ev [--] drills funded"  
[X Link](https://x.com/lambo_or_bridge/status/1988577485160951913)  2025-11-12T11:59Z [--] followers, [---] engagements


"$KOS Kosmos Energy calls: highest torque $Oil trades on the board Multi-bagger Opportunity (high cost producer operational challenges 3.8x net debt/LTM EBITDA). #LNG #oott https://lamboorbridge.substack.com/p/kos-debt-and-prod-problems-rerate https://lamboorbridge.substack.com/p/kos-debt-and-prod-problems-rerate"  
[X Link](https://x.com/anyuser/status/1996976065118720018)  2025-12-05T16:12Z [--] followers, [----] engagements


"new $KOS Kosmos #Energy #thesis: highest torque #Oil trade out there💰5-10x #Multibagger Opportunity🚀🚀(from 4.x net debt/EBITDA to 1.5x target by oil & #LNG production ramp up in 2026) #oilngas #investing #trading #yolo #calls #options #leaps #wsb #OOTT https://lamboorbridge.substack.com/p/kos-kosmos-energy-market-dumping https://lamboorbridge.substack.com/p/kos-kosmos-energy-market-dumping"  
[X Link](https://x.com/anyuser/status/2003750614845755477)  2025-12-24T08:52Z [--] followers, [----] engagements


"@christankerfund insiders been selling every year since forever here. So yeah it's not great optics but I'm unsure if relevant here. As Peter Lynch famously stated: insiders might sell their shares for any number of reasons what is important to notice is when they buy"  
[X Link](https://x.com/lambo_or_bridge/status/2003818384128090254)  2025-12-24T13:21Z [--] followers, [--] engagements


"$KOS up 20% after news release: -well J74 found 50m net pay & expected 10000+ bopd -GTA field cargo liftings to double in [----] -Bought FPSO to lower operating costs -Paid all [----] debt while securing waiver to offer stronger collateral to new lenders for their [----] refinancing"  
[X Link](https://x.com/anyuser/status/2008190486436290813)  2026-01-05T14:54Z [--] followers, [----] engagements


"@SummerSnowUSA lol how up 30% today😂congrats I'm balls deep $KOS with options leaps 2027/2028 olny & you still beat me. still happy af today tho. if someone does his magic with Iran soon this is going to be a very fun year"  
[X Link](https://x.com/lambo_or_bridge/status/2011109296969564453)  2026-01-13T16:13Z [--] followers, [---] engagements


"@SamuJarvela not until [----] imo (chek debt maturity schedule but worse case scenario they'll roll over that one too) $KOS has now [--] years to wait for oil to go back to normal prices(oil glut expected to turn into deficit eoy) & meanwhile they are both increasing production and netbacks so"  
[X Link](https://x.com/lambo_or_bridge/status/2011144860972339343)  2026-01-13T18:34Z [--] followers, [---] engagements


"@jcmoran15 you don't drill [----] feet more than expected at veeery expensive HPHT if you don't like what you are logging. imo this should be a monster they'll probably have to choke it at maximum flow capacity of hole $GULTU"  
[X Link](https://x.com/lambo_or_bridge/status/2012373509423730810)  2026-01-17T03:56Z [--] followers, [--] engagements


"$TAG.V $TAOIF to farm in ENPEDCO land by drilling [--] wells in [--] years Paid $100K for 2000km(512000acres)Huge 48-55%of gross project revenuetax&royalty paid by ENPEDCOafter 2years renegotiate Existing Full 3D Seismic CoverageWellbores & shut-in wells to reenter&drill cheaper"  
[X Link](https://x.com/anyuser/status/1984330969701392871)  2025-10-31T18:45Z [--] followers, [---] engagements


"$CDR.TO NatGas upstream 11k boepd + LNG plants development price target $9.7-5.7 trading at $1.65 last well drilled 13-20 MMscf/day. [--] more on [----] = double NatGas production [--] thesis: - Stephane Foucauld from Auctus advisors - Malcolm Shaw from hydracapital & streetwisereports"  
[X Link](https://x.com/anyuser/status/1986497055200813470)  2025-11-06T18:12Z [--] followers, [---] engagements


"$KOS finally rolling over its [----] debt to [----] : issuing $350M senior bonds maturing in [----] & tender offering to buy back $250M of 7.750% senior unsecured notes due [----] & repaying drawings under reserve-based lending (RBL) facility"  
[X Link](https://x.com/anyuser/status/2010621550857445810)  2026-01-12T07:55Z [--] followers, [----] engagements


"@JSmith8286 refinancing & infill f*ckups cos lack of seismic + Tullow's shitty guidance in nov [----] = $KOS & #TLW valued for Jubilee field dying (current 60k bopd from 120k capacity). Doubled my money & didn't sell anything yet if they keep drilling 10+k bopd wells this is going much higher"  
[X Link](https://x.com/lambo_or_bridge/status/2022651141969121444)  2026-02-14T12:36Z [--] followers, [--] engagements


"2025 recap: Meh year but considering main sector oil&gas crashed badly being up 20% keeping 50% cash position & barely trading cos nonstop traveling the wrong timezones isn't too bad I guess. [--] years & counting proudly unemployed living off my investments is the real win here"  
[X Link](https://x.com/anyuser/status/2006594397425869093)  2026-01-01T05:12Z [--] followers, [---] engagements


"2026 👀 got $GULTU"  
[X Link](https://x.com/anyuser/status/2011868489305505808)  2026-01-15T18:30Z [--] followers, [---] engagements


"Condor Energies $CDR.T this very under the radar small cap (EV=US$130M) keeps drilling nonstop: [--] more gas wells in February [--] more by 2026ye for 19k boepd. Once LNG modular units in construction are online it's a multibagger: 2028ye FCF from LNG alone US$110M/y #OOTT #COM"  
[X Link](https://x.com/anyuser/status/2011075769816981966)  2026-01-13T14:00Z [--] followers, [---] engagements


"new $KOS Kosmos #Energy #thesis: highest torque #Oil trade out there💰5-10x #Multibagger Opportunity🚀🚀(from 4.x net debt/EBITDA to 1.5x target by oil & #LNG production ramp up in 2026) #oilngas #investing #trading #yolo #calls #options #leaps #wsb #OOTT https://lamboorbridge.substack.com/p/kos-kosmos-energy-market-dumping https://lamboorbridge.substack.com/p/kos-kosmos-energy-market-dumping"  
[X Link](https://x.com/anyuser/status/2003750614845755477)  2025-12-24T08:52Z [--] followers, [----] engagements


"$KOS up 20% after news release: -well J74 found 50m net pay & expected 10000+ bopd -GTA field cargo liftings to double in [----] -Bought FPSO to lower operating costs -Paid all [----] debt while securing waiver to offer stronger collateral to new lenders for their [----] refinancing"  
[X Link](https://x.com/anyuser/status/2008190486436290813)  2026-01-05T14:54Z [--] followers, [----] engagements


"$KOS finally rolling over its [----] debt to [----] : issuing $350M senior bonds maturing in [----] & tender offering to buy back $250M of 7.750% senior unsecured notes due [----] & repaying drawings under reserve-based lending (RBL) facility"  
[X Link](https://x.com/anyuser/status/2010621550857445810)  2026-01-12T07:55Z [--] followers, [----] engagements


"$KOS excellent news should ease most investors' concerns. Jubilee drilling has successfully added 10K bopd to production. Since reinitiating drilling a few months ago this is the second well brought online both exceeding expectations by contributing 10K bopd and more than offsetting the 20% annual decline. The partnership aims to bring five more wells in [----]. Additionally it received government approval in late December for license extensions that will boost 2P reserves. What does it mean [--]. Jubilee Field isn't dead as the market was discounting. As I mentioned a few weeks ago I am not an"  
[X Link](https://x.com/anyuser/status/2008106089724719209)  2026-01-05T09:19Z 22K followers, 46.8K engagements


"#ECO $EOG.V @EcoAtlantic_OG Berenberg with a fresh note out on ECO following the transformational Navitas deal.125p target 12.5X upside"  
[X Link](https://x.com/anyuser/status/1997941302680522903)  2025-12-08T08:08Z [----] followers, [----] engagements


"@RVTcapital $KSPI https://im2specter.substack.com/p/kaspikz-kspi-l-emergence-dune-superr=1zd00&utm_medium=ios&triedRedirect=true https://im2specter.substack.com/p/kaspikz-kspi-l-emergence-dune-superr=1zd00&utm_medium=ios&triedRedirect=true"  
[X Link](https://x.com/anyuser/status/1997242132034449712)  2025-12-06T09:50Z [--] followers, [---] engagements


"1) $KSPI is an exceptional business operating in a country that limits its valuation. Our core thesis is that the Turkey expansion has the potential to structurally change this"  
[X Link](https://x.com/anyuser/status/1996197981503271392)  2025-12-03T12:41Z [--] followers, [---] engagements


"$KOS Kosmos Energy calls: highest torque $Oil trades on the board Multi-bagger Opportunity (high cost producer operational challenges 3.8x net debt/LTM EBITDA). #LNG #oott https://lamboorbridge.substack.com/p/kos-debt-and-prod-problems-rerate https://lamboorbridge.substack.com/p/kos-debt-and-prod-problems-rerate"  
[X Link](https://x.com/anyuser/status/1996976065118720018)  2025-12-05T16:12Z [--] followers, [----] engagements


"#GEX.L just got drill permit approved Low cost drill with [--] x offtake partners for the Top [--] Biggest Helium Pure Play out there https://open.substack.com/pub/lamboorbridge/p/top-1-biggest-helium-pure-play-outr=6qmo9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lamboorbridge/p/top-1-biggest-helium-pure-play-outr=6qmo9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1983877344227123662)  2025-10-30T12:43Z [--] followers, [----] engagements


"I don't like a dilutive deal now cos GEX has no cash for drilling even [--] projectdoesn't need [--] right now. But main reason I'm out here is that it forces #GEX to raise 7M in next [--] months to fulfill sale terms.Share price could keep going down until 7M is raisedterms amended or"  
[X Link](https://x.com/anyuser/status/1988996941955625251)  2025-11-13T15:46Z [--] followers, [---] engagements


"farming out hussar drill would be great news for #GEX.L here Im still out tho Ill wait and see until 7M raise. drill pad preps & road fixing should take a while anyway so depending on funding this could be a tax loss season buy opportunity"  
[X Link](https://x.com/anyuser/status/1991422327591170382)  2025-11-20T08:24Z [--] followers, [---] engagements


"Energy is the cheapest sector in the most expensive market in history. The energy sector now represents just 2.6% of the S&P [---] excluding [----] thats an all-time low. Even a simple mean reversion back to 10% would imply a [--] outperformance. But markets rarely stop at the mean. If history rhymes and we overshoot to the previous all-time high it would mean a [--] rerating in relative demand. The last time energy reached that peak When US conventional oil production hit its own peak. Now ask yourself. what happens when US unconventional supply peaks next"  
[X Link](https://x.com/anyuser/status/1991193065197916386)  2025-11-19T17:13Z 24.4K followers, 62.5K engagements


"$CDR.TO NatGas upstream 11k boepd + LNG plants development price target $9.7-5.7 trading at $1.65 last well drilled 13-20 MMscf/day. [--] more on [----] = double NatGas production [--] thesis: - Stephane Foucauld from Auctus advisors - Malcolm Shaw from hydracapital & streetwisereports"  
[X Link](https://x.com/anyuser/status/1986497055200813470)  2025-11-06T18:12Z [--] followers, [---] engagements


"$KOS Q3 FINS: Jubilee Gross 625Kboepd 13% increase Q2 Ghana Net 313Kboed GTA Net 114Kboed(60% increase Q2) Gross LNG Cargos GTA: [---] in Q3 Operating Costs Down 40% Q2 CapEx $67M YTD$240M FYE$350M [----] maturities $250M Shell loan Hedges [----] 2.5mbo $62-$77 [----] 8.5mbo $66-$73"  
[X Link](https://x.com/anyuser/status/1985516707423961199)  2025-11-04T01:17Z [--] followers, [----] engagements


"$TAG.V $TAOIF to farm in ENPEDCO land by drilling [--] wells in [--] years Paid $100K for 2000km(512000acres)Huge 48-55%of gross project revenuetax&royalty paid by ENPEDCOafter 2years renegotiate Existing Full 3D Seismic CoverageWellbores & shut-in wells to reenter&drill cheaper"  
[X Link](https://x.com/anyuser/status/1984330969701392871)  2025-10-31T18:45Z [--] followers, [---] engagements

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