[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.] [@appalachiangabe](/creator/twitter/appalachiangabe) "Part of the divestment took the form of $HESM buying back class B shares from $BLK but in June $BLK finalized its exit by converting its class B to class A and selling via offering"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267784926650534) 2025-07-18 17:56:14 UTC XXX followers, XX engagements "Today $CVX deal to buy $HES was approved and is now a XXXX% owner in Hesss publicly traded midstream vehicle $HESM. $CVX immediately announced a shakeup to the board and executive suite. John Hess chairman and CEO is out along with other legacy Hess board members"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267775678197913) 2025-07-18 17:56:12 UTC XXX followers, XX engagements "Also since its important to some $HESM filed up-C so even though its an MLP it issues a 1099 not a K-1. Easier on the tax compliance"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946269489319821739) 2025-07-18 18:03:00 UTC XXX followers, XX engagements "The market is giddy at the prospect of $HESM going the way of Noble midstream. With the new board changes it seems likely"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946228139153113238) 2025-07-18 15:18:42 UTC XXX followers, XXX engagements "Every one of my followers better follow peony you wont find obscure alpha takes like this anywhere else"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1947356241120137621) 2025-07-21 18:01:22 UTC XXX followers, XX engagements "@TheGermanicist MAGA in bio is as clear a sign of toxicity as pronouns in bio"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948566957751763215) 2025-07-25 02:12:20 UTC XXX followers, XX engagements "So I dont think the price will be determined by any particular multiple itll be based on where $HESM trades when the bid is announced. I could see the share price running to recent highs ($44) then being bought out at a XX% premium or $50/share"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267808100122726) 2025-07-18 17:56:20 UTC XXX followers, XX engagements "@dividend_data You want reports Here are analysts from Morgan Stanley and Wells Fargo initiating/updating coverage today:"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948753802318020805) 2025-07-25 14:34:47 UTC XXX followers, XX engagements "Jumped into $SOC at XXXXX for it to immediately retreat 10%. 🤦🏻♂"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1945936292627308716) 2025-07-17 19:59:00 UTC XXX followers, 2890 engagements "@dividend_data Your Sunday video didnt mention that $CVX will likely buy $HESM possibly announced in the next few months. Thats the reason for Fridays pop"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948193010157854901) 2025-07-24 01:26:23 UTC XXX followers, XXX engagements "@dividend_data You misunderstand. $CVX likes all midstream assets in house so the belief is that theyll internalize $HESM next. Also the $HES transaction already happened. Theyre not buying HESS they already bought Hess"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948211164372177070) 2025-07-24 02:38:32 UTC XXX followers, XXX engagements "A note on org/share structure: $HESM has publicly owned shares (class A) and shares with enhanced voting rights (class B) owned by an entity called Hess Midstream GP LP. GP used to be owned 50:50 by Hess and BlackRock but $BLK has been divesting for a while now"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267782351314985) 2025-07-18 17:56:13 UTC XXX followers, XX engagements "Im not sure how the voting % shakes out after all this but Im reasonably certain that $CVX as the sole owner of class B shares now has majority voting control of $HESM. Not necessarily good for takeout price but great for takeout speed"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267787833270650) 2025-07-18 17:56:15 UTC XXX followers, XX engagements "Yo @TomSmith839 am I missing something Any reason why $OWL would lag the pack in recovering from Liberation Day"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948529432454709336) 2025-07-24 23:43:13 UTC XXX followers, XX engagements "$AGM has been a core holding for years. A true buy-and-hold stock that also provides swing trading opportunities with obvious support & resistance"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1943312305292218861) 2025-07-10 14:12:13 UTC XXX followers, XXX engagements "I corrected my decision to panic buy yesterdays top by panic selling todays bottom. $SOC"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946274951922671648) 2025-07-18 18:24:43 UTC XXX followers, 1958 engagements "@merricklackner Looks like puts are trading at the bid and calls at the ask. Track the support from April bottom to the May and June bottoms and the line intersects today at $1.49ish + the XX day sma around $XXXX gives me confidence were near a local bottom"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1947747971979981308) 2025-07-22 19:57:58 UTC XXX followers, XX engagements "At 11x EV/EBITDA $HESM would be $43/share approximately X% above the current share price. + XXX% from the Q3 div. XXX% in X months isnt super compelling but not bad annualized depending on how you view the risk"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267802874073408) 2025-07-18 17:56:18 UTC XXX followers, XX engagements "Bought half-positions in X energy plays: $LB $CIVI $CHRD"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948084260742783037) 2025-07-23 18:14:16 UTC XXX followers, XXX engagements "Reciting the article of faith that affirms the holocaust. Affirming the holocaust to pass my holocaust museum recommend interview. Making pilgrimage to Auschwitz to learn about the creation of the world and our purpose on Earth and to covenant to always affirm the holocaust"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948471121684344839) 2025-07-24 19:51:30 UTC XXX followers, XXX engagements "Compare with $ARES the other alt with huge private credit exposure and best comp. $OWL: down XX% from Jan high up XX% from April low $ARES: down XX% from Jan high up XX% from April low If $OWL had traded in line with $ARES the share price would be $XX up XX% from here"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948525787923317194) 2025-07-24 23:28:44 UTC XXX followers, XX engagements "@WAR527 Whats the likelihood $CVX internalizes $HESM in your view"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946309854890492049) 2025-07-18 20:43:24 UTC XXX followers, XX engagements "Genomics rally continues And more importantly may be broadening. Look at $MGX as a catch-up $NTLA $PRME $PGEN $CRBU $DNA $BEAM"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1942592290695827734) 2025-07-08 14:31:08 UTC XXX followers, XXX engagements "Replacing them are $CVX insiders including the President of $CVX midstream division. There are now X $CVX insiders on the board and X independent members. Theres an ongoing search for a 4th independent success would result in 4:4"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267779453063604) 2025-07-18 17:56:13 UTC XXX followers, XX engagements "$OWL has lagged the other alts since liberation day. Could see a quick catch-up on good news. Earnings on the 31st ($BX had great earnings today) and dividend declared the day after. Or maybe price action solves itself. Either way I think theres an easy XX% upside here"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948519383502147697) 2025-07-24 23:03:17 UTC XXX followers, XXX engagements "But $CVX isnt interested in getting a killer deal on these assets they just want to internalize and combine $HESM with the rest of their midstream portfolio theyll pay the price the market demands"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267805235474557) 2025-07-18 17:56:19 UTC XXX followers, XX engagements "@striker_wow Lots to like about $OWL right now"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948827042629517713) 2025-07-25 19:25:49 UTC XXX followers, XX engagements "SPECIAL SIT M&A OPPORTUNITY: $CVX is going to internalize $HESM likely in the next X months. 🧵"  [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267766530412715) 2025-07-18 17:56:10 UTC XXX followers, XXX 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.]
@appalachiangabe
"Part of the divestment took the form of $HESM buying back class B shares from $BLK but in June $BLK finalized its exit by converting its class B to class A and selling via offering"
@appalachiangabe on X 2025-07-18 17:56:14 UTC XXX followers, XX engagements
"Today $CVX deal to buy $HES was approved and is now a XXXX% owner in Hesss publicly traded midstream vehicle $HESM. $CVX immediately announced a shakeup to the board and executive suite. John Hess chairman and CEO is out along with other legacy Hess board members" @appalachiangabe on X 2025-07-18 17:56:12 UTC XXX followers, XX engagements
"Also since its important to some $HESM filed up-C so even though its an MLP it issues a 1099 not a K-1. Easier on the tax compliance" @appalachiangabe on X 2025-07-18 18:03:00 UTC XXX followers, XX engagements
"The market is giddy at the prospect of $HESM going the way of Noble midstream. With the new board changes it seems likely" @appalachiangabe on X 2025-07-18 15:18:42 UTC XXX followers, XXX engagements
"Every one of my followers better follow peony you wont find obscure alpha takes like this anywhere else" @appalachiangabe on X 2025-07-21 18:01:22 UTC XXX followers, XX engagements
"@TheGermanicist MAGA in bio is as clear a sign of toxicity as pronouns in bio" @appalachiangabe on X 2025-07-25 02:12:20 UTC XXX followers, XX engagements
"So I dont think the price will be determined by any particular multiple itll be based on where $HESM trades when the bid is announced. I could see the share price running to recent highs ($44) then being bought out at a XX% premium or $50/share" @appalachiangabe on X 2025-07-18 17:56:20 UTC XXX followers, XX engagements
"@dividend_data You want reports Here are analysts from Morgan Stanley and Wells Fargo initiating/updating coverage today:" @appalachiangabe on X 2025-07-25 14:34:47 UTC XXX followers, XX engagements
"Jumped into $SOC at XXXXX for it to immediately retreat 10%. 🤦🏻♂" @appalachiangabe on X 2025-07-17 19:59:00 UTC XXX followers, 2890 engagements
"@dividend_data Your Sunday video didnt mention that $CVX will likely buy $HESM possibly announced in the next few months. Thats the reason for Fridays pop" @appalachiangabe on X 2025-07-24 01:26:23 UTC XXX followers, XXX engagements
"@dividend_data You misunderstand. $CVX likes all midstream assets in house so the belief is that theyll internalize $HESM next. Also the $HES transaction already happened. Theyre not buying HESS they already bought Hess" @appalachiangabe on X 2025-07-24 02:38:32 UTC XXX followers, XXX engagements
"A note on org/share structure: $HESM has publicly owned shares (class A) and shares with enhanced voting rights (class B) owned by an entity called Hess Midstream GP LP. GP used to be owned 50:50 by Hess and BlackRock but $BLK has been divesting for a while now" @appalachiangabe on X 2025-07-18 17:56:13 UTC XXX followers, XX engagements
"Im not sure how the voting % shakes out after all this but Im reasonably certain that $CVX as the sole owner of class B shares now has majority voting control of $HESM. Not necessarily good for takeout price but great for takeout speed" @appalachiangabe on X 2025-07-18 17:56:15 UTC XXX followers, XX engagements
"Yo @TomSmith839 am I missing something Any reason why $OWL would lag the pack in recovering from Liberation Day" @appalachiangabe on X 2025-07-24 23:43:13 UTC XXX followers, XX engagements
"$AGM has been a core holding for years. A true buy-and-hold stock that also provides swing trading opportunities with obvious support & resistance" @appalachiangabe on X 2025-07-10 14:12:13 UTC XXX followers, XXX engagements
"I corrected my decision to panic buy yesterdays top by panic selling todays bottom. $SOC" @appalachiangabe on X 2025-07-18 18:24:43 UTC XXX followers, 1958 engagements
"@merricklackner Looks like puts are trading at the bid and calls at the ask. Track the support from April bottom to the May and June bottoms and the line intersects today at $1.49ish + the XX day sma around $XXXX gives me confidence were near a local bottom" @appalachiangabe on X 2025-07-22 19:57:58 UTC XXX followers, XX engagements
"At 11x EV/EBITDA $HESM would be $43/share approximately X% above the current share price. + XXX% from the Q3 div. XXX% in X months isnt super compelling but not bad annualized depending on how you view the risk" @appalachiangabe on X 2025-07-18 17:56:18 UTC XXX followers, XX engagements
"Bought half-positions in X energy plays: $LB $CIVI $CHRD" @appalachiangabe on X 2025-07-23 18:14:16 UTC XXX followers, XXX engagements
"Reciting the article of faith that affirms the holocaust. Affirming the holocaust to pass my holocaust museum recommend interview. Making pilgrimage to Auschwitz to learn about the creation of the world and our purpose on Earth and to covenant to always affirm the holocaust" @appalachiangabe on X 2025-07-24 19:51:30 UTC XXX followers, XXX engagements
"Compare with $ARES the other alt with huge private credit exposure and best comp. $OWL: down XX% from Jan high up XX% from April low $ARES: down XX% from Jan high up XX% from April low If $OWL had traded in line with $ARES the share price would be $XX up XX% from here" @appalachiangabe on X 2025-07-24 23:28:44 UTC XXX followers, XX engagements
"@WAR527 Whats the likelihood $CVX internalizes $HESM in your view" @appalachiangabe on X 2025-07-18 20:43:24 UTC XXX followers, XX engagements
"Genomics rally continues And more importantly may be broadening. Look at $MGX as a catch-up $NTLA $PRME $PGEN $CRBU $DNA $BEAM" @appalachiangabe on X 2025-07-08 14:31:08 UTC XXX followers, XXX engagements
"Replacing them are $CVX insiders including the President of $CVX midstream division. There are now X $CVX insiders on the board and X independent members. Theres an ongoing search for a 4th independent success would result in 4:4" @appalachiangabe on X 2025-07-18 17:56:13 UTC XXX followers, XX engagements
"$OWL has lagged the other alts since liberation day. Could see a quick catch-up on good news. Earnings on the 31st ($BX had great earnings today) and dividend declared the day after. Or maybe price action solves itself. Either way I think theres an easy XX% upside here" @appalachiangabe on X 2025-07-24 23:03:17 UTC XXX followers, XXX engagements
"But $CVX isnt interested in getting a killer deal on these assets they just want to internalize and combine $HESM with the rest of their midstream portfolio theyll pay the price the market demands" @appalachiangabe on X 2025-07-18 17:56:19 UTC XXX followers, XX engagements
"@striker_wow Lots to like about $OWL right now" @appalachiangabe on X 2025-07-25 19:25:49 UTC XXX followers, XX engagements
"SPECIAL SIT M&A OPPORTUNITY: $CVX is going to internalize $HESM likely in the next X months. 🧵" @appalachiangabe on X 2025-07-18 17:56:10 UTC XXX followers, XXX engagements