# ![@wolfofwalkerst Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1290419873596821506.png) @wolfofwalkerst wolfofwalkerst

wolfofwalkerst posts on X about debt, $vnom, $dec, $epd the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1290419873596821506/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1290419873596821506/c:line/m:interactions.svg)

- [--] Week [----------] +228,044%
- [--] Month [----------] +74,901%
- [--] Months [----------] +5,382%
- [--] Year [----------] +5,798%

### Mentions: [--] [#](/creator/twitter::1290419873596821506/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1290419873596821506/c:line/m:posts_active.svg)

- [--] Week [--] +216%
- [--] Month [--] +91%
- [--] Months [---] +22%
- [--] Year [---] +84%

### Followers: [-----] [#](/creator/twitter::1290419873596821506/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1290419873596821506/c:line/m:followers.svg)

- [--] Week [-----] +0.60%
- [--] Month [-----] +1.10%
- [--] Months [-----] +4.30%
- [--] Year [-----] +45%

### CreatorRank: [-------] [#](/creator/twitter::1290419873596821506/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1290419873596821506/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  46% [finance](/list/finance)  23% [cryptocurrencies](/list/cryptocurrencies)  19% [currencies](/list/currencies)  6% [countries](/list/countries)  5% [financial services](/list/financial-services)  2% [technology brands](/list/technology-brands)  2% [celebrities](/list/celebrities)  1% [musicians](/list/musicians)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[debt](/topic/debt) #1084, [$vnom](/topic/$vnom) 8%, [$dec](/topic/$dec) 5%, [$epd](/topic/$epd) 5%, [gas](/topic/gas) 5%, [$fang](/topic/$fang) 4%, [in the](/topic/in-the) 4%, [$mtdr](/topic/$mtdr) 4%, [$glenl](/topic/$glenl) 3%, [$eog](/topic/$eog) 3%

**Top accounts mentioned or mentioned by**
[@blondesnmoney](/creator/undefined) [@suicide95518428](/creator/undefined) [@teddygambino](/creator/undefined) [@pelican26590324](/creator/undefined) [@arrakisglobal](/creator/undefined) [@yellowlablife](/creator/undefined) [@respeculator](/creator/undefined) [@leonelissen](/creator/undefined) [@llvicapital](/creator/undefined) [@joshyoung](/creator/undefined) [@kacperpkch](/creator/undefined) [@peterschiff](/creator/undefined) [@tfmetals](/creator/undefined) [@realjimchanos](/creator/undefined) [@fortblisstexas](/creator/undefined) [@makaimarine](/creator/undefined) [@javierblas](/creator/undefined) [@staunovo](/creator/undefined) [@zombiewellz](/creator/undefined) [@sarah4texas](/creator/undefined)

**Top assets mentioned**
[Viper Energy Partners LP (VNOM)](/topic/$vnom) [Diversified Energy Company plc (DEC)](/topic/$dec) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Diamondback Energy Inc (FANG)](/topic/$fang) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [EOG Resources Inc (EOG)](/topic/$eog) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Williams Companies Inc (WMB)](/topic/$wmb) [Exxon Mobil (XOM)](/topic/$xom) [Convex Finance (CVX)](/topic/$cvx) [Mach Natural Resources LP (MNR)](/topic/$mnr) [California Resources Corporation (CRC)](/topic/$crc) [Devon Energy Corp (DVN)](/topic/$dvn) [Newmont Corporation (NEM)](/topic/$nem) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Chevron Corporation (CVX)](/topic/chevron-corp) [Energy Transfer, LP. (ET)](/topic/$et) [SM Energy Company (SM)](/topic/$sm) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Black Stone Minerals, L.P. (BSM)](/topic/$bsm) [GammaSwap (GS)](/topic/$gs) [KKR & Co, Inc. (KKR)](/topic/$kkr) [TXO Energy Partners, L.P. (TXO)](/topic/$txo) [Berry Data (BRY)](/topic/$bry) [First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca) [APA Corp (US) (APA)](/topic/$apa) [ProCap BTC (BRR)](/topic/$brr) [Caught in 4K (4K)](/topic/$4k) [Strategy (MSTR)](/topic/$mstr) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Realio Network (RIO)](/topic/$rio) [Wink (WINK)](/topic/wink-wink) [Crane Holdings, Co. (CR)](/topic/$cr) [ONEOK, Inc. (OKE)](/topic/$oke) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [MPLX LP (MPLX)](/topic/mplx) [Kinder Morgan Inc (KMI)](/topic/$kmi) [Targa Resources Corp. (TRGP)](/topic/$trgp) [Metaplex (MPLX)](/topic/$mplx) [Plains All American Pipeline, LP. (PAA)](/topic/$paa) [TotalEnergies SE (TTE)](/topic/$tte) [BP p.l.c. (BP)](/topic/$bp) [LandBridge Company LLC (LB)](/topic/$lb) [VALE S.A. (VALE)](/topic/$vale)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Another $DEC OK deal. I expect to see more ABS used as funds to acquire going forward and $GS will find a way to get involved (too much fee potential). Lots of sticks to sell to willing buyers across this position"  
[X Link](https://x.com/wolfofwalkerst/status/1965433556039336284)  2025-09-09T15:14Z [----] followers, [----] engagements


"#EIG and $kkr punch out in secondary and shares down 8%. Not the best sign $DEC https://www.rbcrichardsonbarr.com/IndustryResearch/News.aspxa=news&ticker=a&w=&story=202509PZONE79530310 https://www.rbcrichardsonbarr.com/IndustryResearch/News.aspxa=news&ticker=a&w=&story=202509PZONE79530310"  
[X Link](https://x.com/wolfofwalkerst/status/1968575210669420691)  2025-09-18T07:17Z [----] followers, [---] engagements


"$MNR $TXO $VTS - other Yield Cos. Mach took the dilution via new equity in [----]. Large "accretive" deals couldn't slow the bleed from pricing headwinds. Ill bet Tom does another deal in '26 but no clue on others"  
[X Link](https://x.com/wolfofwalkerst/status/2001629248508027082)  2025-12-18T12:22Z [----] followers, [---] engagements


"@Pelican26590324 $DEC - Its a rolling leveraged hedged PDP and P&A blimp that I dont even review. Constant m&a / cap markets. Banks love for fee potential but Im a pass"  
[X Link](https://x.com/wolfofwalkerst/status/2001678431138828797)  2025-12-18T15:38Z [----] followers, [--] engagements


"$BRY shareholders vs management $CRC good luck"  
[X Link](https://x.com/wolfofwalkerst/status/2002363866328539479)  2025-12-20T13:02Z [----] followers, [---] engagements


"Some YE-25 thank you's to some great accounts on here - @ArrakisGlobal : thanks for sharing your ideas and hope $glen.l and $vnom (amongst others) play out in [----] (2)"  
[X Link](https://x.com/wolfofwalkerst/status/2005727475205300619)  2025-12-29T19:47Z [----] followers, [---] engagements


"Hmm interesting . Like a mini $EOG but will $11BN in debt $ctra $dvn $CTRA $DVN 👀👀 https://t.co/GnGZ2eUiIs $CTRA $DVN 👀👀 https://t.co/GnGZ2eUiIs"  
[X Link](https://x.com/wolfofwalkerst/status/2011894384946790577)  2026-01-15T20:12Z [----] followers, [---] engagements


"$fcnca @blondesnmoney NIM decline wasnt that bad was it"  
[X Link](https://x.com/wolfofwalkerst/status/2014731222434328684)  2026-01-23T16:05Z [----] followers, [----] engagements


"@JoshYoung 1) Id propose your denominator is materially off and 2) $APA needs an activist that breaks stuff. Those shareholders have been terrorized for far too long"  
[X Link](https://x.com/wolfofwalkerst/status/2015798574009688281)  2026-01-26T14:46Z [----] followers, [---] engagements


"@Kacper_PK_CH Beware m&a risk. They could get saddled with the $ctra balance sheet if recent media has any credibility"  
[X Link](https://x.com/wolfofwalkerst/status/2016536014286692538)  2026-01-28T15:37Z [----] followers, [---] engagements


"@PeterSchiff Is he enjoying being a public CEO $brr"  
[X Link](https://x.com/wolfofwalkerst/status/2017242019039510963)  2026-01-30T14:22Z [----] followers, [--] engagements


"When the strip is booming yet volatile a clearly defined cash return framework inclusive of base + variable divy buybacks and debt repayments is the way $B $nem $B double beat 8x OCF at $4k gold (Q4) around 4x at $5k Increases dividend by 140% will pay 50% FCF going forward with $0.70 base dividend Also to IPO / monetize North American gold assets Will market care enough to bid this up or is gold down 1% too scary to overcome https://t.co/ekRugLmNL5 $B double beat 8x OCF at $4k gold (Q4) around 4x at $5k Increases dividend by 140% will pay 50% FCF going forward with $0.70 base dividend Also"  
[X Link](https://x.com/wolfofwalkerst/status/2019409792176124086)  2026-02-05T13:56Z [----] followers, [---] engagements


"@TFMetals Totally. Equity using a different strip than the market. $B"  
[X Link](https://x.com/wolfofwalkerst/status/2019438717715509587)  2026-02-05T15:51Z [----] followers, [---] engagements


"Golden age of fraud @RealJimChanos . Lets stand by and see Were going to get many new high profile bankruptcies over the next two months (like Tricolor and First brands in Sept)and I bet they involve fraudulent collateral. Were going to get many new high profile bankruptcies over the next two months (like Tricolor and First brands in Sept)and I bet they involve fraudulent collateral"  
[X Link](https://x.com/wolfofwalkerst/status/2019442872458551748)  2026-02-05T16:07Z [----] followers, [---] engagements


"Optimal use of this FCF over the next [--] quarters is how you get to $40/unit. Assuming no extra systemic risk $40 by YE-27 seems doable. $EPD $EPD [----] Growth Capex - Holding the line https://t.co/pSnVLP3Xv0 $EPD [----] Growth Capex - Holding the line https://t.co/pSnVLP3Xv0"  
[X Link](https://x.com/wolfofwalkerst/status/2019499987634106649)  2026-02-05T19:54Z [----] followers, [----] engagements


"Amazing $mstr There were signs $MSTR 🤣 https://t.co/svBBQdCeef There were signs $MSTR 🤣 https://t.co/svBBQdCeef"  
[X Link](https://x.com/wolfofwalkerst/status/2019518718292947177)  2026-02-05T21:09Z [----] followers, [---] engagements


"RT @YellowLabLife: Just to put into context the whispered "$10 billion gap" that Glencore $GLEN.L and Rio Tinto $RIO couldn't bridge.in a"  
[X Link](https://x.com/wolfofwalkerst/status/2019538449292775688)  2026-02-05T22:27Z [----] followers, [--] engagements


"RT @respeculator: Had a think about it then bot more $GLEN.L. US$20bn EBITDA on US$80bn MCAP seems kinda cheap with that growth to come"  
[X Link](https://x.com/wolfofwalkerst/status/2019803697983738175)  2026-02-06T16:01Z [----] followers, [--] engagements


"$dvn + $ctra Codev: its $eog but with much more debt $CTRA -2.75% $DVN -2.5% Devon Energy and Coterra announce $58B merger creating premier shale operator with strong Delaware Basin position and $1B annual synergies. https://t.co/iRiihmhZA3 https://t.co/SHZKV6RVs2 $CTRA -2.75% $DVN -2.5% Devon Energy and Coterra announce $58B merger creating premier shale operator with strong Delaware Basin position and $1B annual synergies. https://t.co/iRiihmhZA3 https://t.co/SHZKV6RVs2"  
[X Link](https://x.com/wolfofwalkerst/status/2018303250710122769)  2026-02-02T12:39Z [----] followers, 12.7K engagements


"@LeoNelissen Or is this priced in to the shares already $tpl"  
[X Link](https://x.com/wolfofwalkerst/status/2021271573752160505)  2026-02-10T17:14Z [----] followers, [---] engagements


"Wow so the cartels sent drones over the border right near the HQ for the Army HQ of Air defense artillery. @FortBlissTexas Cartels - silly mistake (wink wink) #cartels Several drones operated by the cartels in Mexico breached American Airspace overnight near El Paso with electronic-warfare measures being utilized by the U.S. Army at Fort Bliss to down the drones resulting in this mornings Temporary Flight Restriction (TFR) issued by the https://t.co/ORGAyNwah1 Several drones operated by the cartels in Mexico breached American Airspace overnight near El Paso with electronic-warfare measures"  
[X Link](https://x.com/wolfofwalkerst/status/2021625126966440438)  2026-02-11T16:39Z [----] followers, [---] engagements


"Thing of beauty WOW x3. This sensational triple takeout by Korey Dropkin paved the way for USA Curling's playoff-clinching win. 😮💨 https://t.co/HOxlvwhGLZ WOW x3. This sensational triple takeout by Korey Dropkin paved the way for USA Curling's playoff-clinching win. 😮💨 https://t.co/HOxlvwhGLZ"  
[X Link](https://x.com/wolfofwalkerst/status/2020840354812133456)  2026-02-09T12:41Z [----] followers, [---] engagements


"RT @MakaiMarine: 🚨 NEW REPORT 🚨 We just posted our analysis on the impact of Venezuelan imports on the US Gulf refining system and coker th"  
[X Link](https://x.com/wolfofwalkerst/status/2020841289395425740)  2026-02-09T12:44Z [----] followers, [--] engagements


"RT @JavierBlas: CHART OF THE DAY: Vitol the world's largest independent oil trader shifts its view on global peak oil demand: higher and"  
[X Link](https://x.com/wolfofwalkerst/status/2020844463543701943)  2026-02-09T12:57Z [----] followers, [---] engagements


"RT @staunovo: Chevron Corp. acquired a ranch in West Texas whose owner had been waging a legal battle accusing the US energy giant of negli"  
[X Link](https://x.com/wolfofwalkerst/status/2020977262322131065)  2026-02-09T21:45Z [----] followers, [--] engagements


"Interesting ending (or is it) to the red bucket well saga. @zombiewellz #redbucketwell @Sarah4Texas (great @nimblephatty podcast on this from back in the day) Chevron Corp. acquired a ranch in West Texas whose owner had been waging a legal battle accusing the US energy giant of negligently spilling toxic water and crude oil on the 22000-acre property. The sale of Ashley Watts Antina Ranch was recorded on Feb. [--] by the Crane County Chevron Corp. acquired a ranch in West Texas whose owner had been waging a legal battle accusing the US energy giant of negligently spilling toxic water and crude"  
[X Link](https://x.com/wolfofwalkerst/status/2020977794629673397)  2026-02-09T21:47Z [----] followers, [----] engagements


"RT @chamath: With Zucks move to Florida Californias total taxable wealth from billionaires has plummeted to well under $1T from over $2T"  
[X Link](https://x.com/wolfofwalkerst/status/2021193010218783219)  2026-02-10T12:02Z [----] followers, [----] engagements


"RT @chigrl: US energy producer Presidio plans first-of-kind $1 billion Goldman debt facility to fund deals"  
[X Link](https://x.com/anyuser/status/2021198666632134997)  2026-02-10T12:24Z [----] followers, [--] engagements


"End of life wells have another buyer $DEC US energy producer Presidio plans first-of-kind $1 billion Goldman debt facility to fund deals https://t.co/FZSzch4HR7 US energy producer Presidio plans first-of-kind $1 billion Goldman debt facility to fund deals https://t.co/FZSzch4HR7"  
[X Link](https://x.com/wolfofwalkerst/status/2021198856596385961)  2026-02-10T12:25Z [----] followers, [----] engagements


"RT @BillAckman: On the California billionaire tax"  
[X Link](https://x.com/wolfofwalkerst/status/2021200552638677015)  2026-02-10T12:32Z [----] followers, [---] engagements


"RT @Suicide95518428: 1/13 Long overdue annual update on Midstream returns on capital deployed. Period covered: [----] to [----] Companies Co"  
[X Link](https://x.com/wolfofwalkerst/status/2021266748452856259)  2026-02-10T16:55Z [----] followers, [--] engagements


"RT @Suicide95518428: 12/13 Evolution of returns shown in Table below"  
[X Link](https://x.com/anyuser/status/2021267003898572880)  2026-02-10T16:56Z [----] followers, [--] engagements


"Great analysis. Thanks for sharing @Suicide95518428 1/13 Long overdue annual update on Midstream returns on capital deployed. Period covered: [----] to [----] Companies Covered: $KMI $OKE $LNG $WMB $TRGP $EPD $ET $MPLX $PAA Last year's Analysis/Thread below for reference: https://t.co/UeyhkzqgNN 1/13 Long overdue annual update on Midstream returns on capital deployed. Period covered: [----] to [----] Companies Covered: $KMI $OKE $LNG $WMB $TRGP $EPD $ET $MPLX $PAA Last year's Analysis/Thread below for reference: https://t.co/UeyhkzqgNN"  
[X Link](https://x.com/wolfofwalkerst/status/2021267677457649891)  2026-02-10T16:59Z [----] followers, [----] engagements


"Hiding 1) something w/ cartels 2) white sands secret testing El Paso airspace 10-day no fly. Here is the FAA NOTAM posting for the Temporary flight restriction for Special Security Reasons for [--] days to Feb [--]. No pilots may operate an aircraft n the areas covered by this NOTAM (except as described). Excluding Mexican airspace. #oott https://t.co/3b4BnI6TZE El Paso airspace 10-day no fly. Here is the FAA NOTAM posting for the Temporary flight restriction for Special Security Reasons for [--] days to Feb [--]. No pilots may operate an aircraft n the areas covered by this NOTAM (except as"  
[X Link](https://x.com/wolfofwalkerst/status/2021576741760663747)  2026-02-11T13:27Z [----] followers, [---] engagements


"Buybacks are the plug $TTE + $BP - at $60ish WTI $XOM and $CVX using debt repurchase shares BIG OIL 4Q EARNINGS: TotalEnergies reduces the pace of quarterly buybacks to $750 million (but **importantly** thats still within its previous guidance of repurchasing $3-$6 billion per year). Quarterly results positive underpinned by strong oil and gas production growth. https://t.co/kaFDwxaEjV BIG OIL 4Q EARNINGS: TotalEnergies reduces the pace of quarterly buybacks to $750 million (but **importantly** thats still within its previous guidance of repurchasing $3-$6 billion per year). Quarterly results"  
[X Link](https://x.com/wolfofwalkerst/status/2021579865971896758)  2026-02-11T13:39Z [----] followers, [---] engagements


"RT @jackprandelli: 🚨 [--] company owns 25% of the pipeline behind the decade's top [--] energy demand themes: US LNG exports (67% growth by 20"  
[X Link](https://x.com/wolfofwalkerst/status/2021587290695299458)  2026-02-11T14:09Z [----] followers, [--] engagements


"RT @LeoNelissen: 📰 Tomorrow we'll publish an in-depth article on $TPL and $LB on Main Street Alpha. - I dive into why the West Texas dat"  
[X Link](https://x.com/wolfofwalkerst/status/2021610700204880052)  2026-02-11T15:42Z [----] followers, [--] engagements


"Yes #houston @tameimpala Here we go again https://t.co/V9C3XRNe3S Here we go again https://t.co/V9C3XRNe3S"  
[X Link](https://x.com/wolfofwalkerst/status/2021664748597916134)  2026-02-11T19:16Z [----] followers, [---] engagements


"RT @respeculator: First Quantum $FM.TO #copper guide. this yr vs last"  
[X Link](https://x.com/anyuser/status/2021711572083651049)  2026-02-11T22:22Z [----] followers, [--] engagements


"Sad This scene from the "Dawson's Creek" series finale hits even harder after James Van Der Beek's passing. 😢🪽 https://t.co/lfA4eCGnJM This scene from the "Dawson's Creek" series finale hits even harder after James Van Der Beek's passing. 😢🪽 https://t.co/lfA4eCGnJM"  
[X Link](https://x.com/wolfofwalkerst/status/2021711982685036762)  2026-02-11T22:24Z [----] followers, [---] engagements


"Some YE-25 thank you's to some great accounts on here: @TgMacro and @dailydirtnap for another great year of podcast content. (11)"  
[X Link](https://x.com/wolfofwalkerst/status/2005732559653916821)  2025-12-29T20:08Z [----] followers, [---] engagements


"JUSTIN TIMBERLAKE OPENING THE SATURDAY NIGHT LIVEBURLANDOSA HUGO CHAVEZ via @YouTube my favorite segment on Venezuela https://youtu.be/YZRQDTqy8mQsi=fx4EhUoydnFthQBa https://youtu.be/YZRQDTqy8mQsi=fx4EhUoydnFthQBa"  
[X Link](https://x.com/wolfofwalkerst/status/2007635509452124426)  2026-01-04T02:09Z [----] followers, [---] engagements


"$vnom - Congrats on the deal Wow a big one Two things: 1) was this bullet really needed Cmon man 2) why tease us with a 100% payout yield since it will never happen. Just tell me the dist yield you project and thats all $fang #EFT"  
[X Link](https://x.com/wolfofwalkerst/status/1699035761931137498)  2023-09-05T12:24Z [----] followers, [---] engagements


"$EOG has $5.2 bn of b/s cash and negative ND. Can you give us poor shareholder some crumbs via special divys (Note - thank you for not doing expensive M&a)"  
[X Link](https://x.com/wolfofwalkerst/status/1761018453257810037)  2024-02-23T13:21Z [----] followers, [----] engagements


"@NiceQuarterGuys @YellowLabLife These monetizations start well but dont really add tons of long term equity value. $vale needed to do something though"  
[X Link](https://x.com/wolfofwalkerst/status/1820945338452058601)  2024-08-06T22:09Z [----] followers, [---] engagements


"We have a change in the pack here as $WMB has slipped ahead of $EPD and moved into 2nd place #EFT"  
[X Link](https://x.com/wolfofwalkerst/status/1848316200020811843)  2024-10-21T10:51Z [----] followers, [---] engagements


"Diamondback Energy Inc. Announces Midland Basin Acquisition Diamondback Energy Inc. https://www.diamondbackenergy.com/news-releases/news-release-details/diamondback-energy-inc-announces-midland-basin-acquisition-1 https://www.diamondbackenergy.com/news-releases/news-release-details/diamondback-energy-inc-announces-midland-basin-acquisition-1"  
[X Link](https://x.com/wolfofwalkerst/status/1891814035135365247)  2025-02-18T11:36Z [----] followers, 13.1K engagements


"Post $NCM / $NEM close. Outperformance vs. $GOLD leveling off. $NEM v $GOLD outperformance since closing Newcrest (USD). (Thanks @YahooFinance for the poor mans chart) https://t.co/NSTMfxxH7S $NEM v $GOLD outperformance since closing Newcrest (USD). (Thanks @YahooFinance for the poor mans chart) https://t.co/NSTMfxxH7S"  
[X Link](https://x.com/wolfofwalkerst/status/1892965177852604489)  2025-02-21T15:50Z [----] followers, [---] engagements


"$MTDR - always my favorite IR materials. Have to love the throwback to [----] NAV focus. Reminds me a simpler time when we could drill through our B/s. Makes me want to whip out my shale NAV drill out model to verify. 1/2"  
[X Link](https://x.com/wolfofwalkerst/status/1917332386297028804)  2025-04-29T21:37Z [----] followers, 10.3K engagements


"$MTDR $REN This slide makes me miss Resolute Energy so much. Stacked inventory to Infinity and beyond. 2/2 (I am a sucker for stacked inventory slides like this)"  
[X Link](https://x.com/wolfofwalkerst/status/1917333514170819070)  2025-04-29T21:41Z [----] followers, [----] engagements


"No IR team works harder than $CRC. Their total number of Presented Pages / yr (IR events x number of pages in the deck) is insane. Plus they have to sell Carbon pipeline power & land assets with a side Oil business that has an insane p&a bill attached. $CRC reports 1Q25 results PR: https://t.co/XxHMJw9Ms2 Presentation: https://t.co/vVAx8FEmKR Highlights: https://t.co/DhQIr2nt0i $CRC reports 1Q25 results PR: https://t.co/XxHMJw9Ms2 Presentation: https://t.co/vVAx8FEmKR Highlights: https://t.co/DhQIr2nt0i"  
[X Link](https://x.com/wolfofwalkerst/status/1920132035034652731)  2025-05-07T15:02Z [----] followers, [----] engagements


"$NGL - will be interesting to see how they continue to reshape the asset base this year. The easy answer is to sell assets and become a "pure play" water name but that doesn't solve leverage issues. Shares continue to bleed with no silver bullet"  
[X Link](https://x.com/wolfofwalkerst/status/1928195548332388528)  2025-05-29T21:03Z [----] followers, [---] engagements


"Looks like an annual interest expense savings of $25MM pro forma assuming $170mm of $str RBL repaid. Nice $VNOM https://www.viperenergy.com/news-releases/news-release-details/viper-energy-partners-prices-offering-16-billion-senior-notes-0 https://www.viperenergy.com/news-releases/news-release-details/viper-energy-partners-prices-offering-16-billion-senior-notes-0"  
[X Link](https://x.com/wolfofwalkerst/status/1943055495075389478)  2025-07-09T21:11Z [----] followers, [----] engagements


"@AAGresearch Management runs it for their enrichment not the shareholders. Tale as old as time $glncy $glen"  
[X Link](https://x.com/wolfofwalkerst/status/1969071518593224890)  2025-09-19T16:10Z [----] followers, [---] engagements


"@shariqrtrs Hes all in on the climate change mindset. Did a deal for him [--] years ago and somewhere between he drank the kool aid. #twiggy $fmg #fortesque"  
[X Link](https://x.com/wolfofwalkerst/status/1971651411827204345)  2025-09-26T19:01Z [----] followers, [--] engagements


"$mtdr its a sellers market. Would be great to monetize this even if not a clean cash exit"  
[X Link](https://x.com/wolfofwalkerst/status/1980744551225561152)  2025-10-21T21:14Z [----] followers, [----] engagements


"I just dont get this slide. Creative yes Did #FASB make revenue / home city employee a #GAAP number $MTDR"  
[X Link](https://x.com/wolfofwalkerst/status/1980745736783335866)  2025-10-21T21:19Z [----] followers, [----] engagements


"Fuck that Williams / woodside deal is complicated $wmb $wds"  
[X Link](https://x.com/wolfofwalkerst/status/1981358851577274787)  2025-10-23T13:55Z [----] followers, [----] engagements


"Smitas Touch - the premier mediocre E&p of scale that has a lot of debt maturing over the next few years $sm $civi https://d1io3yog0oux5.cloudfront.net/_d90628c92f2dbf4d33b7ae0843b3fbb9/smenergy/db/3711/35483/pdf/SM+Energy+and+Civitas+Resources+Transformational+Combination+Presentation.pdf https://d1io3yog0oux5.cloudfront.net/_d90628c92f2dbf4d33b7ae0843b3fbb9/smenergy/db/3711/35483/pdf/SM+Energy+and+Civitas+Resources+Transformational+Combination+Presentation.pdf"  
[X Link](https://x.com/wolfofwalkerst/status/1985322637552222400)  2025-11-03T12:26Z [----] followers, [----] engagements


"@MLPguy Its so cheap now $hesm"  
[X Link](https://x.com/wolfofwalkerst/status/1985337688640090502)  2025-11-03T13:26Z [----] followers, [---] engagements


"$VNOM not bad. Great work deleveraging post-divestment + terming out debt. S/H well positioned for an increased cash payouts going next qtr and into [----]. Headwinds - gas realized prices"  
[X Link](https://x.com/wolfofwalkerst/status/1985462510862930267)  2025-11-03T21:42Z [----] followers, [----] engagements


"@ArrakisGlobal NG price realizations $1.00/mcf because of midstream constraints. Price will explode (for $vnom and $fang) when gas bottlenecks alleviated"  
[X Link](https://x.com/wolfofwalkerst/status/1990537905182527879)  2025-11-17T21:49Z [----] followers, [---] engagements


"Denver office space synergy focused deal $sm $civi 1/ SM Energy and Civitas are merging in a $12.8B deal creating a new heavyweight across the Permian DJ and Uinta. 823k net acres [---] Bboe in proved reserves Top [--] independent producer territory. https://t.co/K1td2pC4f9 1/ SM Energy and Civitas are merging in a $12.8B deal creating a new heavyweight across the Permian DJ and Uinta. 823k net acres [---] Bboe in proved reserves Top [--] independent producer territory. https://t.co/K1td2pC4f9"  
[X Link](https://x.com/wolfofwalkerst/status/1991495462814351529)  2025-11-20T13:14Z [----] followers, [---] engagements


"Good material. Anything to get associated gas to users who will pay more than #waha $fang $vnom 1/ Permian gas is heading into a new pipeline boom. And yes its weirdly happening in a bear market. https://t.co/YTO89lBnVk 1/ Permian gas is heading into a new pipeline boom. And yes its weirdly happening in a bear market. https://t.co/YTO89lBnVk"  
[X Link](https://x.com/wolfofwalkerst/status/1993002793171665087)  2025-11-24T17:04Z [----] followers, [---] engagements


"I went to Williams Sonoma in Highland village with my family today. One of my worst mistakes of [----]. #neveragain"  
[X Link](https://x.com/wolfofwalkerst/status/1997474040387424491)  2025-12-07T01:11Z [----] followers, [---] engagements


"@TeddyGambino The asset had a ton of interest and heard [---] stories about buyers. Surprised $inr they won thoughas for buy side will see if this makes sense long run"  
[X Link](https://x.com/wolfofwalkerst/status/1998014901604810877)  2025-12-08T13:00Z [----] followers, [---] engagements


"When the super duper senior security f$&ked the junior pieces are double secret fu&ked #firstbrands #bankruptcy First Brands DIP trading in the toilet this is bonkers First Brands DIP trading in the toilet this is bonkers"  
[X Link](https://x.com/wolfofwalkerst/status/1998391331471732772)  2025-12-09T13:56Z [----] followers, [---] engagements


"@LLVICapital How did $pbt get lumped in there"  
[X Link](https://x.com/wolfofwalkerst/status/2001273654114492852)  2025-12-17T12:49Z [----] followers, [--] engagements


"25YTD $VNOM $KRP $DMLP - the market "disliked less" the gassy single basin focus of $BSM. $DMLP dinged as sub-scale insider turnover and diminished NPI income"  
[X Link](https://x.com/wolfofwalkerst/status/2001626580377047476)  2025-12-18T12:12Z [----] followers, [---] engagements


"$REPX this is the way 6.0% Yield + Massive buyback. Love the market reaction yesterday and hope other SMID names follow"  
[X Link](https://x.com/wolfofwalkerst/status/2001628043643887880)  2025-12-18T12:18Z [----] followers, [---] engagements


"Capital Discipline vs Not - Curious to see where this sits in 12-months. $ET $EPD"  
[X Link](https://x.com/wolfofwalkerst/status/2005723820674670798)  2025-12-29T19:33Z [----] followers, [----] engagements


"What a fun place to hunker down in Energy during [----] - activism BUYBACKS () M&A $VLO $MPC $PSX"  
[X Link](https://x.com/wolfofwalkerst/status/2005725050285252651)  2025-12-29T19:38Z [----] followers, [----] engagements


"Some YE-25 thank you's to some great accounts on here: @blondesnmoney - great idea generator especially of some under the radar financials (3)"  
[X Link](https://x.com/wolfofwalkerst/status/2005727947383308682)  2025-12-29T19:49Z [----] followers, [---] engagements


"@TeddyGambino I dont see it but $brk might nudge it that way. I would hope $CVX and $xom focus on Conventional resource capture"  
[X Link](https://x.com/wolfofwalkerst/status/2006087685686096256)  2025-12-30T19:39Z [----] followers, [---] engagements


"@blondesnmoney any pre-earnings upgrades on your radar"  
[X Link](https://x.com/wolfofwalkerst/status/2011185635420172566)  2026-01-13T21:16Z [----] followers, [---] engagements


"@blondesnmoney Well done sir"  
[X Link](https://x.com/wolfofwalkerst/status/2011551632983802022)  2026-01-14T21:30Z [----] followers, [---] engagements


"Plus a generous yield Thanks for sharing $ewz $EWZ continues its breakout the event around #Venezuela is not only an economic tailwind for the country itself but also for the entire region. The country shares long borders with #Colombia and #Brazil which are likely to be among the first to benefit from a strengthening https://t.co/2smTYPtHJX $EWZ continues its breakout the event around #Venezuela is not only an economic tailwind for the country itself but also for the entire region. The country shares long borders with #Colombia and #Brazil which are likely to be among the first to benefit"  
[X Link](https://x.com/wolfofwalkerst/status/2012154276219596970)  2026-01-16T13:25Z [----] followers, [---] engagements


"@barstoolsports ❤❤ good for them This is peak IU"  
[X Link](https://x.com/wolfofwalkerst/status/2013579029153013999)  2026-01-20T11:47Z [----] followers, [---] engagements


"the @united MileagePlus number was not my pick for most difficult account to name change for my wife post marriage"  
[X Link](https://x.com/wolfofwalkerst/status/2014034098386280604)  2026-01-21T17:55Z [----] followers, [----] engagements


"All factors includes what set of shareholder received the better deal: $xom/ $pxd or $cvx/ &hes ExxonMobil Chevron ExxonMobil Chevron"  
[X Link](https://x.com/wolfofwalkerst/status/1948026963077034131)  2025-07-23T14:26Z [----] followers, [---] engagements


"$DMLP not much to give thanks for lately"  
[X Link](https://x.com/wolfofwalkerst/status/1994417371537137833)  2025-11-28T14:45Z [----] followers, [---] engagements


"@LLVICapital None perfect but focus on $krp $bsm $dmlp then maybe $psk $pbt has the Net Profit interests to consider so not ideal. $vnom ideal as mgmt team+ $fang halo + low lev + single basin + c corp + size all make it the best option"  
[X Link](https://x.com/wolfofwalkerst/status/2001335375177158857)  2025-12-17T16:55Z [----] followers, [---] engagements


""Relax" said the night man "We are programmed to receive. You can check out any time you like but you can never leave" - Hotel California. @DavidSacks @RoKhanna After blindly funding the Left for years Silicon Valley is finally realizing what time it is. Dinner time. And theyre on the menu. After blindly funding the Left for years Silicon Valley is finally realizing what time it is. Dinner time. And theyre on the menu"  
[X Link](https://x.com/wolfofwalkerst/status/2005753513985601692)  2025-12-29T21:31Z [----] followers, [---] engagements


"If you liked $HPK equity at $10/sh youll love it at the price today. Say what you will about Jack Hightower he did convince a Shampoo and Tequila baron to give him $150mm of equity in July-23. That equity is down 25%. $HPK https://t.co/ItivD88M7Z Say what you will about Jack Hightower he did convince a Shampoo and Tequila baron to give him $150mm of equity in July-23. That equity is down 25%. $HPK https://t.co/ItivD88M7Z"  
[X Link](https://x.com/wolfofwalkerst/status/2008571036565205474)  2026-01-06T16:07Z [----] followers, [---] engagements


"$EPD dividend increase from [---] to [--]. Also the acceleration of buybacks did not happen as only $50 mm in Q4. So my question is : where are you hiding the excess cash Youre not a Somali MLP With the sector leading DCR and leverage metrics it warms my soul to see $EPD embracing accelerated buybacks. https://t.co/yUdWxBxlDk With the sector leading DCR and leverage metrics it warms my soul to see $EPD embracing accelerated buybacks. https://t.co/yUdWxBxlDk"  
[X Link](https://x.com/wolfofwalkerst/status/2009305679245246883)  2026-01-08T16:46Z [----] followers, [---] engagements


"@bigcoveranch My shit too. Long term position. [----] an inflection year for the equity because of the forecasted excess free cash flow"  
[X Link](https://x.com/wolfofwalkerst/status/2009309625225523456)  2026-01-08T17:02Z [----] followers, [--] engagements


"Follow this $evvty"  
[X Link](https://x.com/wolfofwalkerst/status/2011570910273081833)  2026-01-14T22:47Z [----] followers, [---] engagements


"This show was piloted during peak wokeness and her casting as the lead made a potentially great show totally mediocre. #IndustrySeason4 talentless has basically never made money only gets ahead by sleeping with clients/counterparties and DEI cant even make money on inside info/betraying colleagues sociopath glutton https://t.co/8ZqCKaTDwd talentless has basically never made money only gets ahead by sleeping with clients/counterparties and DEI cant even make money on inside info/betraying colleagues sociopath glutton https://t.co/8ZqCKaTDwd"  
[X Link](https://x.com/wolfofwalkerst/status/2016493437185413519)  2026-01-28T12:47Z [----] followers, [---] engagements


"$msft spending $4-9 bn /qtr to keep FDSO flat . #buybacks #dilution #Microsoft"  
[X Link](https://x.com/wolfofwalkerst/status/2016621885904015815)  2026-01-28T21:18Z [----] followers, [---] engagements


"Interest Debt Facility from $MQG to fund portion of $GPRK acquisition of $REP assets. Non-recourse amortizing. TV/flowing $33k/boe/d GeoPark Announces Exclusive Binding Agreement to Acquire Repsol Exploration and Production Assets in Colombia http://geo-park.com http://geo-park.com"  
[X Link](https://x.com/wolfofwalkerst/status/1863635496150139004)  2024-12-02T17:25Z [----] followers, [---] engagements


"Seeing #bitcoin at ATHs is like Springtime on @X. The whole pump ecosystem of macro/smart people to the crypto thirsties to the degens come out of hibernation and begin posting anew"  
[X Link](https://x.com/wolfofwalkerst/status/1943429402114904220)  2025-07-10T21:57Z [----] followers, [---] engagements


"100% nails it. Optics look terrible here. Cutting 401k the worst lever to pull in cost structure optimization $shw @SherwinWilliams Probably lots of information behind this move but what is worse in my opinion is a high margin company with massive market share goes after their lowest level employees first to save money. Probably lots of information behind this move but what is worse in my opinion is a high margin company with massive market share goes after their lowest level employees first to save money"  
[X Link](https://x.com/wolfofwalkerst/status/1967247254496088230)  2025-09-14T15:21Z [----] followers, [---] engagements


"A material acquisition may not be accretive to EPS/CFPS but it needs to be PowerPoint accretive. These slides are awful as any high schooler couldve done this. $COF #BREX (note - this is a $150bn mkt cap company)"  
[X Link](https://x.com/wolfofwalkerst/status/2014463927166386216)  2026-01-22T22:23Z [----] followers, [----] engagements


"@WhiteTundraSG @TeddyGambino What is full cycle IRR on 2.5mm/location at current strip and 10mm/well D&c (Hint - not good)"  
[X Link](https://x.com/wolfofwalkerst/status/2016157177484890523)  2026-01-27T14:31Z [----] followers, [---] engagements


"@Reignots @EnergyPeddler What governance measures are they lacking Do you have a link where I can view"  
[X Link](https://x.com/wolfofwalkerst/status/1869868096040649086)  2024-12-19T22:11Z [----] followers, [---] engagements


"$MNR issues equity because its tough to have a mid-teens yield and pay down debt using organically generated cashflow in a capital intensive business https://ir.machnr.com/news-events/press-releases/detail/34/mach-natural-resources-lp-announces-launch-of-public-offering-of-common-units https://ir.machnr.com/news-events/press-releases/detail/34/mach-natural-resources-lp-announces-launch-of-public-offering-of-common-units"  
[X Link](https://x.com/wolfofwalkerst/status/1887266137500483732)  2025-02-05T22:24Z [----] followers, [----] engagements


"In the presser Craft blamed the distribution cut on the BBB depreciation changes but he should have done this several quarters ago. $ARLP (note - the Distribution still looks too high) "Two things scare me $ARLP DCR and Nuclear War" - Austin Powers https://t.co/RjYAnOVkBM "Two things scare me $ARLP DCR and Nuclear War" - Austin Powers https://t.co/RjYAnOVkBM"  
[X Link](https://x.com/wolfofwalkerst/status/1949914503170445738)  2025-07-28T19:26Z [----] followers, [---] engagements


"If $dec is selling assets it is a sellers market EAG publishes list of recent E&P transactions. Consolidation more so than valuation impetus @divestmentpros https://t.co/rA0ww8rXaU EAG publishes list of recent E&P transactions. Consolidation more so than valuation impetus @divestmentpros https://t.co/rA0ww8rXaU"  
[X Link](https://x.com/wolfofwalkerst/status/1987185383709302904)  2025-11-08T15:48Z [----] followers, [---] engagements


"Why do I think US shale is in the 7th inning stretch stage of its maturity Because one of its pioneers is buying Argentine shale assets. $CLR #vacamuerta Continental Resources Buys 90% Stake in Vaca Muerta Shale Concession https://t.co/uwZuKHPEeT Continental Resources Buys 90% Stake in Vaca Muerta Shale Concession https://t.co/uwZuKHPEeT"  
[X Link](https://x.com/wolfofwalkerst/status/1990795329382633758)  2025-11-18T14:52Z [----] followers, 15.3K engagements


"$ar Good deal but yeah Natural gas better stay way over [--] bills so we can pay off that sexy term loan that $jpm and $rbc gave us - Michael Kennedy $AR Antero buys HG https://t.co/EyPidEghhz $AR Antero buys HG https://t.co/EyPidEghhz"  
[X Link](https://x.com/wolfofwalkerst/status/1998057679550374188)  2025-12-08T15:50Z [----] followers, [---] engagements

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