[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Sammy_the_Nose](/creator/twitter/Sammy_the_Nose) "$PWR $MTZ $PRIM" [X Link](https://x.com/Sammy_the_Nose/status/1968992702172705051) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-19T10:56Z XXX followers, XXX engagements "Comments like this today from Fortune make me wonder about companies like $CR $CW and $ESE that are trading at multiples much higher than their historical ranges but who knows" [X Link](https://x.com/Sammy_the_Nose/status/1970569065652765091) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-23T19:20Z XXX followers, XXX engagements "This $CW v. nuclear correlation is fascinating given that just 15-18% of CW's revenue is related to commercial nuclear" [X Link](https://x.com/Sammy_the_Nose/status/1975582787379077252) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-07T15:23Z XXX followers, XXX engagements "Whereas about XX% of $CW's revenue is from aerospace and defense. Interesting that CW's stock price is up 2X the A&D index given that over 2/3 of its revenue is from A&D" [X Link](https://x.com/Sammy_the_Nose/status/1975586932496150756) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-07T15:40Z XXX followers, XXX engagements "DB raised its price target for $CW to $XXX. Were that actually to occur this is how the valuation would look at that price. And the chart is based on '25 and '26 EPS estimates slightly above the current Bloomberg median consensus" [X Link](https://x.com/Sammy_the_Nose/status/1975895006083969423) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-08T12:04Z XXX followers, XXX engagements "To that point a couple stablecoin experts made the following comments on the Tokenized podcast on September XX regarding MoneyGram already offering on and off ramps. $EEFT $MGI" [X Link](https://x.com/Sammy_the_Nose/status/1978804822405984332) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-16T12:46Z XXX followers, 1467 engagements "In an earlier post I had the wrong ticker for Vital Energy. It should have been $VTLE. Remember $MTDR's horseshoe wells in '23 $VTLE now has a "J-hook" well design (the one on the left)" [X Link](https://x.com/Sammy_the_Nose/status/1955772221655253469) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-08-13T23:23Z XXX followers, XXX engagements "$GPN has contracted with about XXX stadiums and venues around the world and $FOUR has at least XXX sports and entertainment venue clients per Bloomberg" [X Link](https://x.com/Sammy_the_Nose/status/1957467249935085787) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-08-18T15:38Z XXX followers, XXX engagements "Dingmann believes $MTDR could trade as high as a 5.0-times multiple and XX% yield suggesting an equally weighted fair value of $XX per share or XX% upside. Dingmann has over XX years of experience analyzing E&Ps" [X Link](https://x.com/Sammy_the_Nose/status/1959952361322893582) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-08-25T12:13Z XXX followers, XXX engagements "This time around we're looking at both demand weakness and supply strength.easy to see why oil investors are bearish. $COP $DVN $EOG $MTDR $XOM" [X Link](https://x.com/Sammy_the_Nose/status/1967645671965745658) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-15T17:44Z XXX followers, XXX engagements "Wall Street has been selling E&Ps whether WTI is up or down on the day but $MTDR insiders keep adding to their positions. These are all buys (130-5000 shares all in high 40s):" [X Link](https://x.com/Sammy_the_Nose/status/1967926110525833646) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-16T12:18Z XXX followers, XXX engagements "Waha gas dropping earlier this year. $DVN $EOG $MTDR" [X Link](https://x.com/Sammy_the_Nose/status/1968300084279509383) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-17T13:04Z XXX followers, XXX engagements "Given the attention eSIM is getting given $AAPL's new iPhones it's interesting that $DOX which feels like a forgotten company is helping make it happen. ('25E and '26E are based on consensus estimates; MVNO = Mobile Virtual Network Operator; SMDP+ = Subscription Manager Data Preparation Plus platform a key component in the eSIM ecosystem for mobile telecommunications. )" [X Link](https://x.com/Sammy_the_Nose/status/1968755354193510526) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-18T19:13Z XXX followers, XXX engagements "I asked Perplexity to add $GPN's Genius which looks competitive in every category:" [X Link](https://x.com/Sammy_the_Nose/status/1970439996503900606) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-23T10:47Z XXX followers, XXX engagements "Fortune morning note: $DVN $EOG $MTDR $XOM" [X Link](https://x.com/Sammy_the_Nose/status/1971161745952797104) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-25T10:35Z XXX followers, XXX engagements "Presumably Elliott bought over 6MM shares in the 3Q up from zero at end of 2Q per Bloomberg table below. $GPN" [X Link](https://x.com/Sammy_the_Nose/status/1972638250545422770) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-29T12:23Z XXX followers, 1167 engagements "Re new board member Troy and Patty worked together at TSYS. $GPN" [X Link](https://x.com/Sammy_the_Nose/status/1972646091364651438) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-29T12:54Z XXX followers, XXX engagements "On the topic of fascinating valuations $MTDR has done nothing in recent years except beat expectations increase dividends increase buybacks and maintain insider buying far above peers. Chart based on Bloomberg median consensus estimates but assuming X% below median in '25 and X% above in '26. Out years based on X% production growth and current futures curve pricing (the little barrels show the historical and current futures prices for WTI on the right-hand axis)" [X Link](https://x.com/Sammy_the_Nose/status/1975907416232395245) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-08T12:53Z XXX followers, XXX engagements "Possibly a $WAB loco in video given that Ukraine historically is a customer. This chart is from 2022" [X Link](https://x.com/Sammy_the_Nose/status/1975923792447672676) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-08T13:58Z XXX followers, XXX engagements "Interesting how poorly $DOX has done relative to peer $CSGS" [X Link](https://x.com/Sammy_the_Nose/status/1976013622032859366) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-08T19:55Z XXX followers, XXX engagements "@jszhang0912 I can't remember why but I passed on doing further work on it. Think I should revisit" [X Link](https://x.com/Sammy_the_Nose/status/1976426636993233212) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-09T23:16Z XXX followers, XX engagements "$CBA deal looks similar to the recent $C deal. CBA's market cap is $185B; C's is $190B. $EEFT" [X Link](https://x.com/Sammy_the_Nose/status/1972650732416594285) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-29T13:12Z XXX followers, 1011 engagements "Fascinating $EEFT valuation. This chart assumes '26 EPS comes in XX% below Bloomberg median estimate of $XXXXX and assumes SBC is an expense. In other words instead of using $XXXXX this chart assumes ($11.19/1.10 -$0.90) = $XXXX for '26E EPS where I am assuming SBC will be $XXXX a share. It assumes EPS in '27 and '28 grows by 6%. I personally think earnings will be better than that but that is what is embedded in this chart. The market seems to be thinking that reduced global immigration and stablecoin adoptions are going to blow up earnings" [X Link](https://x.com/Sammy_the_Nose/status/1975654637463080995) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-07T20:09Z XXX followers, XXX engagements "$EEFT fun fact: During this period while the stock dropped $XX a share and three consecutive quarters were reported where the incremental EBIT margin approximately doubled the reported EBIT margin EEFT's short interest has quadrupled from 1MM shares to 4MM shares. Assuming that the August increase in the short interest of 1.5MM shares is related to issuing the convert then shares shorted outright increased by 2.5X over this period. N.B. Institutional investors love shorting companies that don't pay dividends because if you are short a dividend-paying stock you have to pay the dividend." [X Link](https://x.com/Sammy_the_Nose/status/1976002391922143647) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-08T19:10Z XXX followers, XXX engagements "$EEFT $RELY $WISE $WU YTD Return" [X Link](https://x.com/Sammy_the_Nose/status/1976385294758039836) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-09T20:32Z XXX followers, XXX engagements "Interesting insight from someone (Simon Taylor) who is deeply knowledgeable about and all in on stablecoin: (9/22/2025 Tokenized podcast) $EEFT" [X Link](https://x.com/Sammy_the_Nose/status/1978825631669322220) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-16T14:09Z XXX followers, 2383 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Sammy_the_Nose
"$PWR $MTZ $PRIM"
X Link @Sammy_the_Nose 2025-09-19T10:56Z XXX followers, XXX engagements
"Comments like this today from Fortune make me wonder about companies like $CR $CW and $ESE that are trading at multiples much higher than their historical ranges but who knows"
X Link @Sammy_the_Nose 2025-09-23T19:20Z XXX followers, XXX engagements
"This $CW v. nuclear correlation is fascinating given that just 15-18% of CW's revenue is related to commercial nuclear"
X Link @Sammy_the_Nose 2025-10-07T15:23Z XXX followers, XXX engagements
"Whereas about XX% of $CW's revenue is from aerospace and defense. Interesting that CW's stock price is up 2X the A&D index given that over 2/3 of its revenue is from A&D"
X Link @Sammy_the_Nose 2025-10-07T15:40Z XXX followers, XXX engagements
"DB raised its price target for $CW to $XXX. Were that actually to occur this is how the valuation would look at that price. And the chart is based on '25 and '26 EPS estimates slightly above the current Bloomberg median consensus"
X Link @Sammy_the_Nose 2025-10-08T12:04Z XXX followers, XXX engagements
"To that point a couple stablecoin experts made the following comments on the Tokenized podcast on September XX regarding MoneyGram already offering on and off ramps. $EEFT $MGI"
X Link @Sammy_the_Nose 2025-10-16T12:46Z XXX followers, 1467 engagements
"In an earlier post I had the wrong ticker for Vital Energy. It should have been $VTLE. Remember $MTDR's horseshoe wells in '23 $VTLE now has a "J-hook" well design (the one on the left)"
X Link @Sammy_the_Nose 2025-08-13T23:23Z XXX followers, XXX engagements
"$GPN has contracted with about XXX stadiums and venues around the world and $FOUR has at least XXX sports and entertainment venue clients per Bloomberg"
X Link @Sammy_the_Nose 2025-08-18T15:38Z XXX followers, XXX engagements
"Dingmann believes $MTDR could trade as high as a 5.0-times multiple and XX% yield suggesting an equally weighted fair value of $XX per share or XX% upside. Dingmann has over XX years of experience analyzing E&Ps"
X Link @Sammy_the_Nose 2025-08-25T12:13Z XXX followers, XXX engagements
"This time around we're looking at both demand weakness and supply strength.easy to see why oil investors are bearish. $COP $DVN $EOG $MTDR $XOM"
X Link @Sammy_the_Nose 2025-09-15T17:44Z XXX followers, XXX engagements
"Wall Street has been selling E&Ps whether WTI is up or down on the day but $MTDR insiders keep adding to their positions. These are all buys (130-5000 shares all in high 40s):"
X Link @Sammy_the_Nose 2025-09-16T12:18Z XXX followers, XXX engagements
"Waha gas dropping earlier this year. $DVN $EOG $MTDR"
X Link @Sammy_the_Nose 2025-09-17T13:04Z XXX followers, XXX engagements
"Given the attention eSIM is getting given $AAPL's new iPhones it's interesting that $DOX which feels like a forgotten company is helping make it happen. ('25E and '26E are based on consensus estimates; MVNO = Mobile Virtual Network Operator; SMDP+ = Subscription Manager Data Preparation Plus platform a key component in the eSIM ecosystem for mobile telecommunications. )"
X Link @Sammy_the_Nose 2025-09-18T19:13Z XXX followers, XXX engagements
"I asked Perplexity to add $GPN's Genius which looks competitive in every category:"
X Link @Sammy_the_Nose 2025-09-23T10:47Z XXX followers, XXX engagements
"Fortune morning note: $DVN $EOG $MTDR $XOM"
X Link @Sammy_the_Nose 2025-09-25T10:35Z XXX followers, XXX engagements
"Presumably Elliott bought over 6MM shares in the 3Q up from zero at end of 2Q per Bloomberg table below. $GPN"
X Link @Sammy_the_Nose 2025-09-29T12:23Z XXX followers, 1167 engagements
"Re new board member Troy and Patty worked together at TSYS. $GPN"
X Link @Sammy_the_Nose 2025-09-29T12:54Z XXX followers, XXX engagements
"On the topic of fascinating valuations $MTDR has done nothing in recent years except beat expectations increase dividends increase buybacks and maintain insider buying far above peers. Chart based on Bloomberg median consensus estimates but assuming X% below median in '25 and X% above in '26. Out years based on X% production growth and current futures curve pricing (the little barrels show the historical and current futures prices for WTI on the right-hand axis)"
X Link @Sammy_the_Nose 2025-10-08T12:53Z XXX followers, XXX engagements
"Possibly a $WAB loco in video given that Ukraine historically is a customer. This chart is from 2022"
X Link @Sammy_the_Nose 2025-10-08T13:58Z XXX followers, XXX engagements
"Interesting how poorly $DOX has done relative to peer $CSGS"
X Link @Sammy_the_Nose 2025-10-08T19:55Z XXX followers, XXX engagements
"@jszhang0912 I can't remember why but I passed on doing further work on it. Think I should revisit"
X Link @Sammy_the_Nose 2025-10-09T23:16Z XXX followers, XX engagements
"$CBA deal looks similar to the recent $C deal. CBA's market cap is $185B; C's is $190B. $EEFT"
X Link @Sammy_the_Nose 2025-09-29T13:12Z XXX followers, 1011 engagements
"Fascinating $EEFT valuation. This chart assumes '26 EPS comes in XX% below Bloomberg median estimate of $XXXXX and assumes SBC is an expense. In other words instead of using $XXXXX this chart assumes ($11.19/1.10 -$0.90) = $XXXX for '26E EPS where I am assuming SBC will be $XXXX a share. It assumes EPS in '27 and '28 grows by 6%. I personally think earnings will be better than that but that is what is embedded in this chart. The market seems to be thinking that reduced global immigration and stablecoin adoptions are going to blow up earnings"
X Link @Sammy_the_Nose 2025-10-07T20:09Z XXX followers, XXX engagements
"$EEFT fun fact: During this period while the stock dropped $XX a share and three consecutive quarters were reported where the incremental EBIT margin approximately doubled the reported EBIT margin EEFT's short interest has quadrupled from 1MM shares to 4MM shares. Assuming that the August increase in the short interest of 1.5MM shares is related to issuing the convert then shares shorted outright increased by 2.5X over this period. N.B. Institutional investors love shorting companies that don't pay dividends because if you are short a dividend-paying stock you have to pay the dividend."
X Link @Sammy_the_Nose 2025-10-08T19:10Z XXX followers, XXX engagements
"$EEFT $RELY $WISE $WU YTD Return"
X Link @Sammy_the_Nose 2025-10-09T20:32Z XXX followers, XXX engagements
"Interesting insight from someone (Simon Taylor) who is deeply knowledgeable about and all in on stablecoin: (9/22/2025 Tokenized podcast) $EEFT"
X Link @Sammy_the_Nose 2025-10-16T14:09Z XXX followers, 2383 engagements
/creator/twitter::1547550761252491264/posts