[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.] [@djlowe](/creator/twitter/djlowe) "Some addl thoughts on $pki.to No real other en bloc buyers for the assets Sol would need piecemeal it and no guarantees they get more than the en bloc offer. Sol notably did not reject the deal (but also didn't support it). They're aware they're backed into a corner here" [X Link](https://x.com/djlowe/status/1919776394265141465) [@djlowe](/creator/x/djlowe) 2025-05-06T15:28Z XXX followers, 1782 engagements "Unsurprisingly Sol announced its support for $pki.to deal while Engine Capital (the "activist") said they won't support the deal" [X Link](https://x.com/djlowe/status/1932069649690341481) [@djlowe](/creator/x/djlowe) 2025-06-09T13:37Z XXX followers, 1082 engagements "@BrownMarubozu It's market not nasty. I'm actually surprised it's not higher given the circumstances. $pki.to Sunoco deal breakup fee is $275mm. Both are X% of deal size" [X Link](https://x.com/djlowe/status/1963292424878317868) [@djlowe](/creator/x/djlowe) 2025-09-03T17:26Z XXX followers, XXX engagements "I feel like one of the interesting takeaways from the $cve $meg process is. Do you really want your money managed by people who are clearly emotionally blinded in situations like this Not talking about Watrous/scr here bc they did what they should've" [X Link](https://x.com/djlowe/status/1978820436952601002) [@djlowe](/creator/x/djlowe) 2025-10-16T13:48Z XXX followers, 3556 engagements "Can someone explain $lbrt analyst ests vs what's on the call XXX mw of power gen in 2026 at 1.5m/MW that's $750m. Current capex is $600m and presumably has some frac capex. XX is even more egregious between aspirations and ests" [X Link](https://x.com/djlowe/status/1979238586085183797) [@djlowe](/creator/x/djlowe) 2025-10-17T17:30Z XXX followers, XXX engagements "What happens when you put $lbrt into chatgpt" [X Link](https://x.com/djlowe/status/1979396775413977300) [@djlowe](/creator/x/djlowe) 2025-10-18T03:59Z XXX followers, 2247 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.]
@djlowe
"Some addl thoughts on $pki.to No real other en bloc buyers for the assets Sol would need piecemeal it and no guarantees they get more than the en bloc offer. Sol notably did not reject the deal (but also didn't support it). They're aware they're backed into a corner here"
X Link @djlowe 2025-05-06T15:28Z XXX followers, 1782 engagements
"Unsurprisingly Sol announced its support for $pki.to deal while Engine Capital (the "activist") said they won't support the deal"
X Link @djlowe 2025-06-09T13:37Z XXX followers, 1082 engagements
"@BrownMarubozu It's market not nasty. I'm actually surprised it's not higher given the circumstances. $pki.to Sunoco deal breakup fee is $275mm. Both are X% of deal size"
X Link @djlowe 2025-09-03T17:26Z XXX followers, XXX engagements
"I feel like one of the interesting takeaways from the $cve $meg process is. Do you really want your money managed by people who are clearly emotionally blinded in situations like this Not talking about Watrous/scr here bc they did what they should've"
X Link @djlowe 2025-10-16T13:48Z XXX followers, 3556 engagements
"Can someone explain $lbrt analyst ests vs what's on the call XXX mw of power gen in 2026 at 1.5m/MW that's $750m. Current capex is $600m and presumably has some frac capex. XX is even more egregious between aspirations and ests"
X Link @djlowe 2025-10-17T17:30Z XXX followers, XXX engagements
"What happens when you put $lbrt into chatgpt"
X Link @djlowe 2025-10-18T03:59Z XXX followers, 2247 engagements
/creator/twitter::278175709/posts