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[@ESGhound](/creator/twitter/ESGhound)
"lmao love a good CEO on tilt. Anyways he was telling institutional investors all through August and September that OSFM was gonna approve startup for $SOC any day now"  
[X Link](https://x.com/ESGhound/status/1978415677477204245) [@ESGhound](/creator/x/ESGhound) 2025-10-15T11:00Z 6106 followers, 3489 engagements


"Probably worth mentioning that $SOC had $185mm in AP and accrued liabilities as of 6/30 with -75mm/Q in Operating Cash flow and 300mm in current assets. add in 80mm in other liabilities for fines/legal costs this company is teetering on default"  
[X Link](https://x.com/ESGhound/status/1979244085295661088) [@ESGhound](/creator/x/ESGhound) 2025-10-17T17:52Z 6106 followers, 4740 engagements


"$SOC claiming $XXX million in damages against the CCC is a pretty clear sign that the Commission's C&D order was in fact preventing OSFM from granting approval. Also when's the equity raise Today or tomorrow"  
[X Link](https://x.com/ESGhound/status/1975155313398739435) [@ESGhound](/creator/x/ESGhound) 2025-10-06T11:04Z 6110 followers, 5234 engagements


"lol $SOC's CEO told everyone last month that OSFM approval is coming any day (whoops) and now he's like "uhhh Trump said he wants my oil""  
[X Link](https://x.com/ESGhound/status/1976451326000452034) [@ESGhound](/creator/x/ESGhound) 2025-10-10T00:54Z 6110 followers, 2412 engagements


"@MedoriiFFXIV $SOC has (had) a viable business you can quibble over expected FCF yields and appropriate discount. It's just that management are not the most honest guys and they've run out of money because they thought they could break the law. It's a $XX stock even if they get it to flow"  
[X Link](https://x.com/ESGhound/status/1976457652696936638) [@ESGhound](/creator/x/ESGhound) 2025-10-10T01:19Z 6110 followers, XXX engagements


"@EllliotttB @WaterworldCapi1 I had to stop digging thru $OWL loans because so many individual businesses wanted to make me pull my hair out (gotta look at the aggregate anyways)"  
[X Link](https://x.com/ESGhound/status/1976460423466799513) [@ESGhound](/creator/x/ESGhound) 2025-10-10T01:31Z 6112 followers, XXX engagements


"Time for Big Jim Flores to announce a quantum pivot over at $SOC"  
[X Link](https://x.com/ESGhound/status/1977826915923951877) [@ESGhound](/creator/x/ESGhound) 2025-10-13T20:00Z 6110 followers, 2479 engagements


"@MikeUmbro False. This is not a permitting issue. $SOC hadn't even applied for a LDP. They contend they aren't subject. Wanna go the FPSO/OST route Gotta deal with the Clean Air Act also not subject to rapid timelines once you invoke Nom attainment New Source Review"  
[X Link](https://x.com/ESGhound/status/1978126894567506415) [@ESGhound](/creator/x/ESGhound) 2025-10-14T15:52Z 6110 followers, 1599 engagements


"There are XXX US listed/domiciled equities with a short interest above 10%; over the past month average returns for this basket were XX% with only XX being negative $SOC was the second worst performer of the batch meaning you'd have been better to pick any shitco out of a hat"  
[X Link](https://x.com/ESGhound/status/1978186696496652671) [@ESGhound](/creator/x/ESGhound) 2025-10-14T19:50Z 6110 followers, 6800 engagements


"Andrele issues a ruling that effectively kills $SOC's absurd lawsuit against the Coastal Commission and appears to confirm that an operating CDP is required. You're not getting a drop of oil out for years if ever. Good luck"  
[X Link](https://x.com/ESGhound/status/1978223850899878137) [@ESGhound](/creator/x/ESGhound) 2025-10-14T22:18Z 6109 followers, 4345 engagements


"@OrrinLee5 $PCT is next"  
[X Link](https://x.com/ESGhound/status/1978256475739820430) [@ESGhound](/creator/x/ESGhound) 2025-10-15T00:27Z 6110 followers, XXX engagements


"Like the ole @RealJimChanos tell about executive departures that's the scent that makes you wanna dig"  
[X Link](https://x.com/ESGhound/status/1978259477817143639) [@ESGhound](/creator/x/ESGhound) 2025-10-15T00:39Z 6110 followers, XXX engagements


"@RealJimChanos In a pre-Trump XXX era this thing is an easy donut you can harvest until it goes .Q but the Trump put on $SOC is real (it is). It's just a lot lower than the market is currently pricing in"  
[X Link](https://x.com/ESGhound/status/1978260428548436362) [@ESGhound](/creator/x/ESGhound) 2025-10-15T00:43Z 6108 followers, 1668 engagements


"@Gov_Milledge it's not a breach of the consent decree The CD specifically mentions that it doesn't cover local state and federal requirements. lol good luck getting that thru the 9th circuit to appeals and to the Supreme Court before the equity value is 0"  
[X Link](https://x.com/ESGhound/status/1978269871721922643) [@ESGhound](/creator/x/ESGhound) 2025-10-15T01:21Z 6110 followers, XXX engagements


"a CEO on the knife's edge of blowing up losing everything and potentially facing SEC enforcement has never once in history said "actually all is well" until the second everything collapses"  
[X Link](https://x.com/ESGhound/status/1978416957704524255) [@ESGhound](/creator/x/ESGhound) 2025-10-15T11:05Z 6110 followers, XXX engagements


"@Blackjack155361 yeah that's the thing that genuinely concerns me. Talking shit about stocks is fun I just hate seeing people yolo in with unwise size and get taken for a ride. I've had my share of losses/bad calls too"  
[X Link](https://x.com/ESGhound/status/1978419024569454949) [@ESGhound](/creator/x/ESGhound) 2025-10-15T11:13Z 6109 followers, XXX engagements


"judge in the $SOC / CCC case ruled that for all intents and purposes the C&D order was valid and further notes that a brand new authorization for reconstruction (and ongoing maintenance) would be required. Big Jim Flores' contention that it has "no effect" on timelines is absurd"  
[X Link](https://x.com/ESGhound/status/1978422982218219955) [@ESGhound](/creator/x/ESGhound) 2025-10-15T11:29Z 6109 followers, 1945 engagements


"$SOC needs capital now. Likely 1.3+ bln worth. That's XXX million/yr in coupon payments if debt and more than current market capitalization if equity. All with no concrete plan or timeline in place. Ugly"  
[X Link](https://x.com/ESGhound/status/1978425318684639711) [@ESGhound](/creator/x/ESGhound) 2025-10-15T11:38Z 6110 followers, 1201 engagements


"The only DOE program with $$$ capacity for such a loan is the Title XX office (which is a boondoggle reserved for clean energy projects). Even if you tortured the statute for Carbon offsets or something the underwriting process is lengthy and requires a 30-50% cash contribution"  
[X Link](https://x.com/ESGhound/status/1978426520709304692) [@ESGhound](/creator/x/ESGhound) 2025-10-15T11:43Z 6110 followers, XXX engagements


"The bull case for $SOC appears to be -Trump pumps the stock by tweeting it goes up XXX% -Big Jim dilutes you by XX% -Stock trades at $XX anyways based on dilution and horrible DCF adjustments for offshore transloading vs pipeline assumptions"  
[X Link](https://x.com/ESGhound/status/1978428491004539344) [@ESGhound](/creator/x/ESGhound) 2025-10-15T11:51Z 6109 followers, 2424 engagements


"Damn ODIN's EYE is way cooler name for a high tech defensive system than "Golden Dome" which sounds like slang for a urine fetish thingy"  
[X Link](https://x.com/ESGhound/status/1978471673499382141) [@ESGhound](/creator/x/ESGhound) 2025-10-15T14:42Z 6108 followers, 1033 engagements


"video feed of @HFI_Research when something material of actual consequence is about to occur on $SOC"  
[X Link](https://x.com/ESGhound/status/1978473198896197845) [@ESGhound](/creator/x/ESGhound) 2025-10-15T14:49Z 6109 followers, 2393 engagements


"The portion of civil enforcement cases that are settled through consent agreements is like XXXXX% Of those that are challenged in court agencies win the overwhelming majority. People screaming about specifics on $SOC are out of touch with civil law norms and jurisprudence"  
[X Link](https://x.com/ESGhound/status/1978621286763970931) [@ESGhound](/creator/x/ESGhound) 2025-10-16T00:37Z 6108 followers, 2452 engagements


"Edwin Dorsey: "Short $JPM ""  
[X Link](https://x.com/ESGhound/status/1978878915453108677) [@ESGhound](/creator/x/ESGhound) 2025-10-16T17:41Z 6109 followers, 28.9K engagements


"Bro blocks everyone who pointed out that his toddler level analysis was incorrect and that's why $SOC is headed for a dirt nap while he copes and continues to blame stupid judges getting it wrong or whatever To their credit many of the retail "non-expert" bulls figured it out"  
[X Link](https://x.com/ESGhound/status/1979025036792021474) [@ESGhound](/creator/x/ESGhound) 2025-10-17T03:21Z 6109 followers, 2188 engagements


"It's fine to get predictions/analysis wrong things are complex + the future is uncertain. But Daily Compounder and HFI have been the most stubborn bagholders and refuse to look inward. Way more respect to punters and Pepe avatars who actually paid attention as shit changed"  
[X Link](https://x.com/ESGhound/status/1979025901200224389) [@ESGhound](/creator/x/ESGhound) 2025-10-17T03:25Z 6110 followers, XXX engagements


""iIl just ignore the trolls*" *people who correctly pointed out exactly why I was wrong as it was happening"  
[X Link](https://x.com/ESGhound/status/1979027274566410508) [@ESGhound](/creator/x/ESGhound) 2025-10-17T03:30Z 6109 followers, XXX engagements


"@realoptionsgoat In a raging bull market short interest in Gold assets has been an incredible way to find derivatives and arbs tho bc any amount of SI usually shows a potential opportunity"  
[X Link](https://x.com/ESGhound/status/1979028596141219868) [@ESGhound](/creator/x/ESGhound) 2025-10-17T03:36Z 6110 followers, XXX engagements


"@gafisherguy What XOMs presumed liability is the thing that matters most. X. There's a liability letting a reckless operator take risks you may be on the hook for X. There's the clean up/closure liability if they have to take it back X. There's the book asset of 900mm in notes"  
[X Link](https://x.com/ESGhound/status/1979266753592201542) [@ESGhound](/creator/x/ESGhound) 2025-10-17T19:22Z 6109 followers, XXX engagements


"Add Porter Collins and Phil Mickelson to the "guaranteed alpha contra" list"  
[X Link](https://x.com/ESGhound/status/1978226019405336781) [@ESGhound](/creator/x/ESGhound) 2025-10-14T22:26Z 6107 followers, XXX engagements


"lol $SOC's attorney is yelling at the judge. I bet this goes over like a fart in church"  
[X Link](https://x.com/ESGhound/status/1978532769606046112) [@ESGhound](/creator/x/ESGhound) 2025-10-15T18:45Z 6107 followers, 4499 engagements


"@gafisherguy We don't know how they price these things internally but I've seen no consideration from $SOC longs on this matter. There's a wide spectrum of bullish and bearish assumptions you have to price in as we have on the short side"  
[X Link](https://x.com/ESGhound/status/1979267120048542135) [@ESGhound](/creator/x/ESGhound) 2025-10-17T19:23Z 6107 followers, XXX engagements


"The executive branch of the federal government cannot just unilaterally "make da oil flow" for $SOC Also XOM has the ability to take back the assets *after* the debt is due in the event Trump does marginally tip the scales in a manner that is legal + makes project more viable"  
[X Link](https://x.com/ESGhound/status/1979914329739731157) [@ESGhound](/creator/x/ESGhound) 2025-10-19T14:15Z 6105 followers, 1558 engagements


"The fact that all the unprofitable Space Adjacent tier 2-3 shitco suppliers keep ripping is insane given the NASA budgets and the ongoing staffing cuts. $LUNR and $RKLB degens are likely gonna feel pain but getting the timing right is tough"  
[X Link](https://x.com/ESGhound/status/1980274293020774443) [@ESGhound](/creator/x/ESGhound) 2025-10-20T14:05Z 6105 followers, XXX engagements


"Like I'm a big regulatory and operational dork who gets into the weeds but the easiest tell that $SOC was a terminal shit show was when the company uploaded a .jpg (not text) of the December 2024 Exxon loan amendment to the 10-K under a hyperlink for a March 2024 revision"  
[X Link](https://x.com/ESGhound/status/1978258814664069245) [@ESGhound](/creator/x/ESGhound) 2025-10-15T00:37Z 6105 followers, 3937 engagements


"The institutional long who needs to unload a few million $SOC shares must be so grateful for the ten minutes of exit liquidity he's getting on Monday morning 👏👏👏"  
[X Link](https://x.com/ESGhound/status/1979418856285200817) [@ESGhound](/creator/x/ESGhound) 2025-10-18T05:26Z 6105 followers, 2615 engagements


"They're straight up killing NASA and you're buying Government dependent Space Shitcos at 20x revenues and -XX% EBITDA $RKLB $LUNR $RDW $KRMN $FLY (and others) headed for the meat grinder lol"  
[X Link](https://x.com/ESGhound/status/1980428127907283334) [@ESGhound](/creator/x/ESGhound) 2025-10-21T00:17Z 6106 followers, 1198 engagements