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[@BowTiedFeline](/creator/twitter/BowTiedFeline)
"This $CIVI and $SM zero premium merger is actually so depressing"  
[X Link](https://x.com/BowTiedFeline/status/1976275437103067298) [@BowTiedFeline](/creator/x/BowTiedFeline) 2025-10-09T13:15Z 2330 followers, 4428 engagements


"Bad deal for $SM imo $CIVI is using an artificially inflated stock price to do this zero premium merger $SM would actually be paying UP for this deal and for what For a higher PF leverage profile with no operational overlap Awful deal"  
[X Link](https://x.com/BowTiedFeline/status/1976284413127450639) [@BowTiedFeline](/creator/x/BowTiedFeline) 2025-10-09T13:51Z 2330 followers, 1023 engagements


"Sad but tru $COP"  
[X Link](https://x.com/BowTiedFeline/status/1979242852845568350) [@BowTiedFeline](/creator/x/BowTiedFeline) 2025-10-17T17:47Z 2330 followers, 1491 engagements


"Joe needs to go -9%"  
[X Link](https://x.com/BowTiedFeline/status/1980993384539197878) [@BowTiedFeline](/creator/x/BowTiedFeline) 2025-10-22T13:43Z 2330 followers, 1589 engagements


"I dont think these have been completed yet The sticks look horrendous The 3Q PR will surely get ahead and address issues they expect to run into Before its absorption by $CRGY Will the coming $VTLE PR wipe the slate clean"  
[X Link](https://x.com/BowTiedFeline/status/1978465623400124553) [@BowTiedFeline](/creator/x/BowTiedFeline) 2025-10-15T14:18Z 2330 followers, XXX engagements


"Everyone seems to think the crude story is a supply issue Literally all you need to do to see that its not is to look at $XLE recovery (or lack of) following the X Liberation Days vs. $SPX recovery April X and Oct 10"  
[X Link](https://x.com/BowTiedFeline/status/1980656723062034511) [@BowTiedFeline](/creator/x/BowTiedFeline) 2025-10-21T15:25Z 2330 followers, XXX engagements


"Since April 2: $XLE -XXX% $SPY +20.9%"  
[X Link](https://x.com/BowTiedFeline/status/1980699390252839384) [@BowTiedFeline](/creator/x/BowTiedFeline) 2025-10-21T18:15Z 2330 followers, XXX engagements


"@Offbottom1 They def want to monetize midstream first At this point it makes up half their market cap"  
[X Link](https://x.com/BowTiedFeline/status/1981009063048835263) [@BowTiedFeline](/creator/x/BowTiedFeline) 2025-10-22T14:45Z 2330 followers, XXX engagements