[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.] [@jorge_moj](/creator/twitter/jorge_moj) "1/n Liberty Energy Q3-25 results $LBRT "Industry frac activity has now fallen below levels required to sustain North American oil production"" [X Link](https://x.com/jorge_moj/status/1979079270795223511) [@jorge_moj](/creator/x/jorge_moj) 2025-10-17T06:57Z 3201 followers, 1948 engagements "Buffett 1995 "Wayne Gretzky says to go where the puck is going to be not where it is. So the current multiple interacts with the reinvestment of capital and the rate at which that capitals invested to determine the attractiveness of something now."" [X Link](https://x.com/jorge_moj/status/1978514210255462800) [@jorge_moj](/creator/x/jorge_moj) 2025-10-15T17:32Z 3202 followers, XXX engagements "1/n EIA weekly Oil🛢report Total US🛢Oil inventories excluding Natural Gas Liquids (NGLs like propane butane.) are higher than last year ➡ Bad trend ➡ 1392m🛢 ➡ -0m🛢 vs last week ➡ +33m🛢 vs XX ➡ WTI last year peaked at 88$🛢 ➡ WTI today at 58$🛢" [X Link](https://x.com/jorge_moj/status/1978892023278059638) [@jorge_moj](/creator/x/jorge_moj) 2025-10-16T18:33Z 3202 followers, XXX engagements "$LBRT Q3-25 "Global oil oversupply is expected to peak during the first half of 2026. Many shale oil producers are targeting relatively flat oil production" improving frac fundamentals later in 2026 assuming commodity futures prices remain supportive"" [X Link](https://x.com/jorge_moj/status/1979079618196890084) [@jorge_moj](/creator/x/jorge_moj) 2025-10-17T06:58Z 3202 followers, XXX engagements "Liberty Energy Q3-25 results $LBRT "Lower industry activity and underutilized fleets in todays frac markets are driving pricing pressure primarily for conventional fleets. This slowdown is accelerating equipment attrition and fleet cannibalization"" [X Link](https://x.com/jorge_moj/status/1979079873571230100) [@jorge_moj](/creator/x/jorge_moj) 2025-10-17T06:59Z 3202 followers, XXX engagements "1/n Teqnion Q3-25 results $TEQ "In the quarter we made roughly XX MSEK in FCF excluding acquisitions." Annualized XXX MSEK * Balance sheet after goodwill impairment is X XXX MSEK ➡ FCF/total asset ratio of XXX% * Total Equity is XXX MSEK ➡ FCF/equity ratio of 28%" [X Link](https://x.com/jorge_moj/status/1979927290222981356) [@jorge_moj](/creator/x/jorge_moj) 2025-10-19T15:07Z 3201 followers, 1283 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.]
@jorge_moj
"1/n Liberty Energy Q3-25 results $LBRT "Industry frac activity has now fallen below levels required to sustain North American oil production""
X Link @jorge_moj 2025-10-17T06:57Z 3201 followers, 1948 engagements
"Buffett 1995 "Wayne Gretzky says to go where the puck is going to be not where it is. So the current multiple interacts with the reinvestment of capital and the rate at which that capitals invested to determine the attractiveness of something now.""
X Link @jorge_moj 2025-10-15T17:32Z 3202 followers, XXX engagements
"1/n EIA weekly Oil🛢report Total US🛢Oil inventories excluding Natural Gas Liquids (NGLs like propane butane.) are higher than last year ➡ Bad trend ➡ 1392m🛢 ➡ -0m🛢 vs last week ➡ +33m🛢 vs XX ➡ WTI last year peaked at 88$🛢 ➡ WTI today at 58$🛢"
X Link @jorge_moj 2025-10-16T18:33Z 3202 followers, XXX engagements
"$LBRT Q3-25 "Global oil oversupply is expected to peak during the first half of 2026. Many shale oil producers are targeting relatively flat oil production" improving frac fundamentals later in 2026 assuming commodity futures prices remain supportive""
X Link @jorge_moj 2025-10-17T06:58Z 3202 followers, XXX engagements
"Liberty Energy Q3-25 results $LBRT "Lower industry activity and underutilized fleets in todays frac markets are driving pricing pressure primarily for conventional fleets. This slowdown is accelerating equipment attrition and fleet cannibalization""
X Link @jorge_moj 2025-10-17T06:59Z 3202 followers, XXX engagements
"1/n Teqnion Q3-25 results $TEQ "In the quarter we made roughly XX MSEK in FCF excluding acquisitions." Annualized XXX MSEK * Balance sheet after goodwill impairment is X XXX MSEK âž¡ FCF/total asset ratio of XXX% * Total Equity is XXX MSEK âž¡ FCF/equity ratio of 28%"
X Link @jorge_moj 2025-10-19T15:07Z 3201 followers, 1283 engagements
/creator/twitter::569185916/posts