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[@TeddyGambino](/creator/twitter/TeddyGambino)
"Anybody familiar with who $HES used for Frac services in the Bakken"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947727148761915863) 2025-07-22 18:35:13 UTC 4522 followers, 1934 engagements


"As I suspected $PR paid $575M for Apaches gassy AF NM acreage. Around XX% oil cut. $PR pretty desperate as their inventory grinds down"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1943300049150099728) 2025-07-10 13:23:31 UTC 4523 followers, XXX engagements


"$COP Conoco selling down their Okie rock to Flywheel"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947763573712691446) 2025-07-22 20:59:58 UTC 4523 followers, XXX engagements


"@GringoInvesting Theyre on record saying the Plaq LNG phase X only FID after CP2 LNG comes online online 27"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1948011341844746261) 2025-07-23 13:24:30 UTC 4521 followers, XX engagements


"EQT extends credit facility maturity and completes Olympus Energy acquisition Source:"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1940504068587163725) 2025-07-02 20:13:17 UTC 4520 followers, XXX engagements


"@nrg_invest Who do you think they should merge with"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1704650944602837096) 2023-09-21 00:17:10 UTC 4522 followers, XXX engagements


"@GringoInvesting Not according to Harte I sent you the article. Looks like the above slide is co low balling facility is pulling XXX bcf now begun pulling for Phase 2-way ahead of schedule. Should get more clarity during Q2 ER"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1948004912454906237) 2025-07-23 12:58:57 UTC 4522 followers, XXX engagements


"$EQT still has X big deal left in them. Im thinking $CNX or $RRC"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1940504540996161571) 2025-07-02 20:15:10 UTC 4520 followers, XXX engagements


"@GringoInvesting You get the email I sent"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1948008009067569432) 2025-07-23 13:11:16 UTC 4521 followers, XXX engagements


"@MarriedSanchari @GreyHairOpsGuy Its a frustrating puzzle that I blame on OFS execs who refused to change with the times. $CFW had several chances to exit US div wipe out debt. They should sell Argie but looks like that ship has sailed. $STEP should have been taken pvt easier to reform"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1909400458986143796) 2025-04-08 00:18:39 UTC 4522 followers, XXX engagements


"Based on April EIA-914 Ohio gas production now down XX% from peak in 2019. Perma-gas bears will argue its due to lack of pipeline/basin prices during same timeframe WV gas production has nearly doubled. Arkansas gas production now sub XXX mcf ATH over X bcf"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1948394228175822955) 2025-07-24 14:45:58 UTC 4523 followers, XXX engagements


"$WRG bros see belowJune 29th meeting. Rev split from 1-75 min or 1-120 max"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1534637046169489408) 2022-06-08 20:42:38 UTC 4523 followers, XX engagements


"$APA $PR APA (APA) also said it completed the sale of its New Mexico assets in June a deal that was announced in May which reduced its Q2 U.S. production by 1800 boe/day roughly XX% of which was oil; net proceeds from the deal totaled $575M"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1943299672526741665) 2025-07-10 13:22:01 UTC 4521 followers, XXX engagements


"Get above XXXX deal close in Q3 push for a US mkt major listing. The worm is turning for ole Trican"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1940811799013851299) 2025-07-03 16:36:06 UTC 4522 followers, 1555 engagements


"@Rytetz29 @rakoraja @EnergyCynic Had a serous combo w/a guy I talk investing w/weekly. Acct value $500k 2020 now down to $100k. Discovers futures trading mid 2020s. Same guy who sold $TCW @ XXXX cad in 2022 and planned to buy back lower. Never happened. Day/swing trading does not work"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1933912995144306926) 2025-06-14 15:42:43 UTC 4522 followers, XXX engagements


"@Rytetz29 Well done ER tonight CC tom. $STEP + $CFW CCs on Thursday morning. Im excited to hear about Step plans for the future could end up being a wcsb consolidator:"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1922012346819477684) 2025-05-12 19:33:47 UTC 4522 followers, XXX engagements


"$MTDR 10-15yrs of quality Delaware inventory Im calling bullshit on that"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1948017737747386608) 2025-07-23 13:49:55 UTC 4523 followers, 6961 engagements


"Co has stated Plaq LNG Phase X a XXX bcf addition wont FID until CP2 LNG comes online in 2027"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947995794998468946) 2025-07-23 12:22:44 UTC 4523 followers, XXX engagements


"OFS survivors will slash more capex find merger partners cut costs-svc lines to survive the deluge. Own the best bal sheets SLOWLY add this is no quick fix. US production will be down substantially by YE. LNG coming in droves trust the process. GL all"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1919030630131617945) 2025-05-04 14:05:30 UTC 4522 followers, XXX engagements


"$CFW March XX 2026 $120M USD notional of Calfrac bonds mature. Another tranche 6m prior to these"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947728299104575912) 2025-07-22 18:39:48 UTC 4522 followers, XXX engagements


"Anybody see who.+size on $TCW on block printed on Neo Prob BMO"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1945880654270320770) 2025-07-17 16:17:55 UTC 4521 followers, XXX engagements


"Id like to believe Klaas but then Id have to start believing in Santa + the Easter Bunny. Their current footprint capital structure is no longer tenable. No Instl investors come in size bc of Arc outsized stake. Arc needs to flip to $LBRT or work a creative $CFW deal"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1828956554294329512) 2024-08-29 00:43:17 UTC 4522 followers, 2805 engagements


"$WRG Stifel back swept offer for 2.5m their buyer had been gone for almost 2weeks"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1536414793573224448) 2022-06-13 18:26:46 UTC 4523 followers, XX engagements


"$WRG Looks like some who wanted to slow walk the stock up had to pay up. Id urge anyone who bot take a LT approach ST flippers are fucking losers who will NEVER make big $$ total pikers. Do the research its a compelling story if they can secure the labor"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1532829507907985411) 2022-06-03 21:00:07 UTC 4522 followers, XX engagements


"$TCW Trican HF shorts this is your last warning"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1945221074393710807) 2025-07-15 20:36:59 UTC 4522 followers, 1555 engagements


"Hi vol tweet week is a great oppy rile up mute out the real dumb SOBs. Im fine hearing the contra if its well thought out but knuckle-dragging morons not worth my time. Ive hit X figs over fast X years which arguably was worst in OFS history. Scary what I hit by 2030"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1941215864847745317) 2025-07-04 19:21:42 UTC 4521 followers, 5302 engagements


"1 more time for the simps ND going under 1M p/d by YE likely sub 900k Eagle Ford going sub 900k by YE. Hedging burst during WTI spike aint saving US oil production"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947726257161949525) 2025-07-22 18:31:41 UTC 4521 followers, 8019 engagements


"@tbhrvey Chevron top producing county in the Permian is Eddy County at 66k a/of April 2025"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947261718280733081) 2025-07-21 11:45:46 UTC 4523 followers, XXX engagements


"Basin bros swear they can meet demand good luck i doubt it under double digits but heres the beauty i win regardless. As a Frac investor activity will be off the charts at much higher rates. 😁"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1936785886026326154) 2025-06-22 13:58:33 UTC 4522 followers, XXX engagements


"@FuzzyBe02910905 Matter fact told me the energy merger mania of my thesis made zero sense said itd never happen summer 2023. 😂"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1948406738786320496) 2025-07-24 15:35:40 UTC 4523 followers, XX engagements


"$WRG Solid Q biz improvement XX of XX drilling rigs working @ Q end. .34x BV"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1585022195847532544) 2022-10-25 21:35:14 UTC 4522 followers, XX engagements


"$TCW Divvies hit in all my accounts will be pushing my entire equity allocation into $TCW tomorrow. Wanting to hear another $ACDC Q before adding above my $XXXX avg"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1940011907835998689) 2025-07-01 11:37:37 UTC 4522 followers, 3766 engagements


"@rbl1973 @ChevExec Total embarrassment that not only $DVN but $PR produce more oil per day in Permian than $CVX. If they wiff on Hess get ready for a quick ego buy. $OXY $FANG come to mind prob too much hair-18m to close for $BP"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1942299762272751807) 2025-07-07 19:08:44 UTC 4523 followers, XXX engagements


"In my 30yrs investing natty/lng oppy is like nothing Ive ever seen. 8-10yr runway energy still despised-redic valuations. All while Tier X oil rock gets largely depleted by 2028. 🚆 still in the station"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1945222834956976482) 2025-07-15 20:43:59 UTC 4523 followers, 6655 engagements


".20 cent X yr target is probably quite conservative if oil/natty prices hold. All comes down to labor they have 21m raised from RO for immediate capex. If my 6-8yr energy super cycle plays out largely all $WRG equip workingsky the limit"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1533100696094089216) 2022-06-04 14:57:44 UTC 4523 followers, XX engagements


"So buckle cup buttercups another 5-7 bcf comes late during 2032/33 this is a 8-10yr theme. Ill let the swing traders be happy w/their XX% gains Ive been long size $TCW since Jan 2019 $ACDC since April 2024. Fun barely begun"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1936787527265894648) 2025-06-22 14:05:04 UTC 4520 followers, 1619 engagements


"$SOC Energy investing is difficult enough why would anybody feel the need to buy shares in an offshore California E+P Stock has more hair on it than my Italian grand moms"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1943084479242817712) 2025-07-09 23:06:55 UTC 4522 followers, 7054 engagements


"Over 150m cad due 6m before March 2026. Looks like Sept XX 2025.revolver due unless can renegotiate"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947730648598233381) 2025-07-22 18:49:08 UTC 4522 followers, XXX engagements


"@Booger42069 Frac bankruptcies are coming going to get gnarly going into YE"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1948423545089859857) 2025-07-24 16:42:27 UTC 4523 followers, XX engagements


"@tbhrvey Chevron reports liquids production in their filings 500k liquids in Permian sounds about right not oil. If you dont like Novi check out add up Chevron oil production by county"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947260468801724475) 2025-07-21 11:40:48 UTC 4523 followers, XXX engagements


"2020 Second Lien Notes: Calfrac's Credit Facilities were extended in September 2023. Their maturity date is the earlier of: (a) July X 2026 or (b) six months prior to the maturity of the company's 2020 Second Lien Notes on March XX 2026"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947728541677691389) 2025-07-22 18:40:46 UTC 4522 followers, XXX engagements


"Chevron wins as I predicted deal closes by next week. Exxon goes back on the hunt $FANG or $OXY likely targets"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1946167609348567151) 2025-07-18 11:18:10 UTC 4521 followers, 7546 engagements


"$TCW 287900 Cibc X @ XXXX Rare to see Cibc cross trican block"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1922284971030376741) 2025-05-13 13:37:06 UTC 4521 followers, 2246 engagements


"@tbhrvey X million BOE oil production of 217k rest is NGL+gas. $PR + $DVN produce more oil a day in Permian"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1946667335512891667) 2025-07-19 20:23:54 UTC 4522 followers, XX engagements


"$TCW Feeling like another over 2M comp V day would be 4th in a row The anon seller whos been dive bombing in for past X days looks to be running low on shares. Need to move SP up to 4.50/4.60 to get the V in"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1923435334576042381) 2025-05-16 17:48:14 UTC 4522 followers, 1070 engagements


"OFS owed $20B where does that come from Its overPemex will file to re-org by 2030"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947688250287501398) 2025-07-22 16:00:39 UTC 4522 followers, 2499 engagements


"@FuzzyBe02910905 I gave this fucking mutt Trican X cad lower did he buy OC not"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1948406274284007883) 2025-07-24 15:33:50 UTC 4523 followers, XX engagements


"With $STEP sitch being resolved the 🎯 now moves to $CFW. The same accts who said $STEP was being shopped this year also mentioned George is getting jumpy @ Calfrac. No dealing till debt is addressed. Sell either US or Argie status quo is the definition of insanity"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1853793253402808321) 2024-11-05 13:35:28 UTC 4522 followers, 1165 engagements


"$WRG Trent Boehm Aimco bod nominee buys 2M shares yest @ .045 he was the buyer thru Stifel"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1536671269629870081) 2022-06-14 11:25:55 UTC 4522 followers, XX engagements


"An Exxon victory would have been the end of shared interest in large scale projects. $XOM has X more size deal to execute but so does Chevron. Chevrons Permian oil output is pitiful $OXY would fill the hole"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1946169778189545731) 2025-07-18 11:26:47 UTC 4523 followers, 1146 engagements


"$WRG On track for 40m of vol would be helpful for 100-150m vol this week"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1533828841470320642) 2022-06-06 15:11:07 UTC 4522 followers, XX engagements


"Shorts are also pushing into $CFW yet meh on $STEP. Some of the vol might be Step longs hedging w/Trican - Calfrac short. Id just use a rolling WTI put strategy but HF bros like to bro out"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1915765946809016330) 2025-04-25 13:52:49 UTC 4522 followers, XXX engagements


"@WAR527 Only open deal is $EOG- Encino .ROUND X 🛎"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1946241339617640574) 2025-07-18 16:11:09 UTC 4522 followers, XXX engagements


"Coterra Energy to hold Permian rig count steady as oil market fears ease Reuters Always a cpl who piss in the pool. Factoring their X PE deals closed in Q1 their keeping rigs flat not that relevant"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1937572823725408324) 2025-06-24 18:05:34 UTC 4523 followers, XXX engagements


"$WRG has a larger market cap than $CET-$ESN-$HWO combined. Feeling more confident in the co after this wknds deep dive. Not opposed to adding still have issues to address but viewing as a 3-4yr hold as opposed to the X yr oppy that I initially imagined"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1533836510604185601) 2022-06-06 15:41:36 UTC 4522 followers, XX engagements


"$TCW Dark pools empty so far today price of poker going up"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1946210371527688283) 2025-07-18 14:08:06 UTC 4523 followers, XXX engagements


"WCSB +14 for the week +40 y/y Will be best Q2 for OFS since 2014"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1532770359317078016) 2022-06-03 17:05:05 UTC 4522 followers, XX engagements


"@tsxman Ive been extremely fortunate to build most of my $TCW stake 2019+2020 added on over XX% pullbacks since. I dont think most are built for extreme concentrated positioning but ive done well"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1941319345575166063) 2025-07-05 02:12:54 UTC 4522 followers, 1056 engagements


"Owned it 2yrs lost $75k.housing bust happening @ XXX% unemployment rate"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1946660276033437814) 2025-07-19 19:55:51 UTC 4520 followers, 1031 engagements


"/PRNewswire/ -- EOG Resources Inc. (EOG) today announced a definitive agreement with Canada Pension Plan Investment Board (CPP) and Encino Energy under which"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1928429531234205853) 2025-05-30 12:33:23 UTC 4521 followers, 25.8K engagements


"@SFarringtonBKC @crudedude3 @EnergyCynic Im fortunate caught the 2019 + 2020 lows on $TCW long around XXXX in size. Bought every XX% pullback since roll most divs into more stock. Ive zero doubts Trican makes a new ATH before this cycle ends"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1944821361404211603) 2025-07-14 18:08:40 UTC 4521 followers, XXX engagements


"My Plaq LNG 1+2 total capacity was way off. Phase 1- XX mtpa Phase 2- XX mtpa Total phase 1+2 capacity of XX mtpa= X bcf Begun pulling gas for Phase X 6m ahead of schedule could see online full by Q2 2026"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947994684174770664) 2025-07-23 12:18:19 UTC 4523 followers, 1318 engagements


"@GringoInvesting 3/25 Venture expanding the scope of the original Plaq LNG plan. Subsequently canceled the Delta LNG project"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1948009081811107842) 2025-07-23 13:15:32 UTC 4522 followers, XXX engagements


"Using the adjusted well productivity for remaining well inventory we estimate U.S. shale can hold Lower XX oil volumes flat for about nine yearsor until 2033below $60/bbl WTI he wrote. Bro needs to lay off the crack pipe"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1947387970509582610) 2025-07-21 20:07:27 UTC 4522 followers, 7473 engagements


"$TCW 4.3m shares short trade ex-div 6/13 over X million shares left under NCIB with less than XX trading days before plan runs out. Co either has to pop daily buyback and/or find X fig. Blocks to finish the current plan. Looking to add more once divs hit at month end"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1932465135278539154) 2025-06-10 15:49:26 UTC 4522 followers, 2036 engagements


"@John_S_Pierce Some HF bros comping Trican vs $CFW + $STEP valuations. All good company determined to complete current ncib which will take SO to 170M. Im happy to add sub 4"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1915047508398715050) 2025-04-23 14:18:00 UTC 4522 followers, XXX engagements


"@Rytetz29 Im constantly hitting up my LNG network firming up the data. Im far from infallible this is a process. Q2 ER hopefully we catch several FIDs for train adds + maybe a new project"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1948000130000355361) 2025-07-23 12:39:57 UTC 4521 followers, XXX engagements


"@GringoInvesting According to Novi $CVX YE Permian oil production was 217k. Its pathetic 9th largest outdone by $DVN $PR Mewbourne to name a few. They own gassy AF size Tier 3-4"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1946172568093786206) 2025-07-18 11:37:53 UTC 4522 followers, 1418 engagements


"Maybe $LBRT exits basin BJ Svcs is on its last legs $CFW debt bloatedmight be more oppy in wcsb than they think"  
![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990770740055199744.png) [@TeddyGambino](/creator/x/TeddyGambino) on [X](/post/tweet/1899618913341559006) 2025-03-12 00:30:16 UTC 4522 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.]

@TeddyGambino "Anybody familiar with who $HES used for Frac services in the Bakken"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-22 18:35:13 UTC 4522 followers, 1934 engagements

"As I suspected $PR paid $575M for Apaches gassy AF NM acreage. Around XX% oil cut. $PR pretty desperate as their inventory grinds down"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-10 13:23:31 UTC 4523 followers, XXX engagements

"$COP Conoco selling down their Okie rock to Flywheel"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-22 20:59:58 UTC 4523 followers, XXX engagements

"@GringoInvesting Theyre on record saying the Plaq LNG phase X only FID after CP2 LNG comes online online 27"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-23 13:24:30 UTC 4521 followers, XX engagements

"EQT extends credit facility maturity and completes Olympus Energy acquisition Source:"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-02 20:13:17 UTC 4520 followers, XXX engagements

"@nrg_invest Who do you think they should merge with"
@TeddyGambino Avatar @TeddyGambino on X 2023-09-21 00:17:10 UTC 4522 followers, XXX engagements

"@GringoInvesting Not according to Harte I sent you the article. Looks like the above slide is co low balling facility is pulling XXX bcf now begun pulling for Phase 2-way ahead of schedule. Should get more clarity during Q2 ER"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-23 12:58:57 UTC 4522 followers, XXX engagements

"$EQT still has X big deal left in them. Im thinking $CNX or $RRC"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-02 20:15:10 UTC 4520 followers, XXX engagements

"@GringoInvesting You get the email I sent"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-23 13:11:16 UTC 4521 followers, XXX engagements

"@MarriedSanchari @GreyHairOpsGuy Its a frustrating puzzle that I blame on OFS execs who refused to change with the times. $CFW had several chances to exit US div wipe out debt. They should sell Argie but looks like that ship has sailed. $STEP should have been taken pvt easier to reform"
@TeddyGambino Avatar @TeddyGambino on X 2025-04-08 00:18:39 UTC 4522 followers, XXX engagements

"Based on April EIA-914 Ohio gas production now down XX% from peak in 2019. Perma-gas bears will argue its due to lack of pipeline/basin prices during same timeframe WV gas production has nearly doubled. Arkansas gas production now sub XXX mcf ATH over X bcf"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-24 14:45:58 UTC 4523 followers, XXX engagements

"$WRG bros see belowJune 29th meeting. Rev split from 1-75 min or 1-120 max"
@TeddyGambino Avatar @TeddyGambino on X 2022-06-08 20:42:38 UTC 4523 followers, XX engagements

"$APA $PR APA (APA) also said it completed the sale of its New Mexico assets in June a deal that was announced in May which reduced its Q2 U.S. production by 1800 boe/day roughly XX% of which was oil; net proceeds from the deal totaled $575M"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-10 13:22:01 UTC 4521 followers, XXX engagements

"Get above XXXX deal close in Q3 push for a US mkt major listing. The worm is turning for ole Trican"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-03 16:36:06 UTC 4522 followers, 1555 engagements

"@Rytetz29 @rakoraja @EnergyCynic Had a serous combo w/a guy I talk investing w/weekly. Acct value $500k 2020 now down to $100k. Discovers futures trading mid 2020s. Same guy who sold $TCW @ XXXX cad in 2022 and planned to buy back lower. Never happened. Day/swing trading does not work"
@TeddyGambino Avatar @TeddyGambino on X 2025-06-14 15:42:43 UTC 4522 followers, XXX engagements

"@Rytetz29 Well done ER tonight CC tom. $STEP + $CFW CCs on Thursday morning. Im excited to hear about Step plans for the future could end up being a wcsb consolidator:"
@TeddyGambino Avatar @TeddyGambino on X 2025-05-12 19:33:47 UTC 4522 followers, XXX engagements

"$MTDR 10-15yrs of quality Delaware inventory Im calling bullshit on that"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-23 13:49:55 UTC 4523 followers, 6961 engagements

"Co has stated Plaq LNG Phase X a XXX bcf addition wont FID until CP2 LNG comes online in 2027"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-23 12:22:44 UTC 4523 followers, XXX engagements

"OFS survivors will slash more capex find merger partners cut costs-svc lines to survive the deluge. Own the best bal sheets SLOWLY add this is no quick fix. US production will be down substantially by YE. LNG coming in droves trust the process. GL all"
@TeddyGambino Avatar @TeddyGambino on X 2025-05-04 14:05:30 UTC 4522 followers, XXX engagements

"$CFW March XX 2026 $120M USD notional of Calfrac bonds mature. Another tranche 6m prior to these"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-22 18:39:48 UTC 4522 followers, XXX engagements

"Anybody see who.+size on $TCW on block printed on Neo Prob BMO"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-17 16:17:55 UTC 4521 followers, XXX engagements

"Id like to believe Klaas but then Id have to start believing in Santa + the Easter Bunny. Their current footprint capital structure is no longer tenable. No Instl investors come in size bc of Arc outsized stake. Arc needs to flip to $LBRT or work a creative $CFW deal"
@TeddyGambino Avatar @TeddyGambino on X 2024-08-29 00:43:17 UTC 4522 followers, 2805 engagements

"$WRG Stifel back swept offer for 2.5m their buyer had been gone for almost 2weeks"
@TeddyGambino Avatar @TeddyGambino on X 2022-06-13 18:26:46 UTC 4523 followers, XX engagements

"$WRG Looks like some who wanted to slow walk the stock up had to pay up. Id urge anyone who bot take a LT approach ST flippers are fucking losers who will NEVER make big $$ total pikers. Do the research its a compelling story if they can secure the labor"
@TeddyGambino Avatar @TeddyGambino on X 2022-06-03 21:00:07 UTC 4522 followers, XX engagements

"$TCW Trican HF shorts this is your last warning"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-15 20:36:59 UTC 4522 followers, 1555 engagements

"Hi vol tweet week is a great oppy rile up mute out the real dumb SOBs. Im fine hearing the contra if its well thought out but knuckle-dragging morons not worth my time. Ive hit X figs over fast X years which arguably was worst in OFS history. Scary what I hit by 2030"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-04 19:21:42 UTC 4521 followers, 5302 engagements

"1 more time for the simps ND going under 1M p/d by YE likely sub 900k Eagle Ford going sub 900k by YE. Hedging burst during WTI spike aint saving US oil production"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-22 18:31:41 UTC 4521 followers, 8019 engagements

"@tbhrvey Chevron top producing county in the Permian is Eddy County at 66k a/of April 2025"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-21 11:45:46 UTC 4523 followers, XXX engagements

"Basin bros swear they can meet demand good luck i doubt it under double digits but heres the beauty i win regardless. As a Frac investor activity will be off the charts at much higher rates. 😁"
@TeddyGambino Avatar @TeddyGambino on X 2025-06-22 13:58:33 UTC 4522 followers, XXX engagements

"@FuzzyBe02910905 Matter fact told me the energy merger mania of my thesis made zero sense said itd never happen summer 2023. 😂"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-24 15:35:40 UTC 4523 followers, XX engagements

"$WRG Solid Q biz improvement XX of XX drilling rigs working @ Q end. .34x BV"
@TeddyGambino Avatar @TeddyGambino on X 2022-10-25 21:35:14 UTC 4522 followers, XX engagements

"$TCW Divvies hit in all my accounts will be pushing my entire equity allocation into $TCW tomorrow. Wanting to hear another $ACDC Q before adding above my $XXXX avg"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-01 11:37:37 UTC 4522 followers, 3766 engagements

"@rbl1973 @ChevExec Total embarrassment that not only $DVN but $PR produce more oil per day in Permian than $CVX. If they wiff on Hess get ready for a quick ego buy. $OXY $FANG come to mind prob too much hair-18m to close for $BP"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-07 19:08:44 UTC 4523 followers, XXX engagements

"In my 30yrs investing natty/lng oppy is like nothing Ive ever seen. 8-10yr runway energy still despised-redic valuations. All while Tier X oil rock gets largely depleted by 2028. 🚆 still in the station"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-15 20:43:59 UTC 4523 followers, 6655 engagements

".20 cent X yr target is probably quite conservative if oil/natty prices hold. All comes down to labor they have 21m raised from RO for immediate capex. If my 6-8yr energy super cycle plays out largely all $WRG equip workingsky the limit"
@TeddyGambino Avatar @TeddyGambino on X 2022-06-04 14:57:44 UTC 4523 followers, XX engagements

"So buckle cup buttercups another 5-7 bcf comes late during 2032/33 this is a 8-10yr theme. Ill let the swing traders be happy w/their XX% gains Ive been long size $TCW since Jan 2019 $ACDC since April 2024. Fun barely begun"
@TeddyGambino Avatar @TeddyGambino on X 2025-06-22 14:05:04 UTC 4520 followers, 1619 engagements

"$SOC Energy investing is difficult enough why would anybody feel the need to buy shares in an offshore California E+P Stock has more hair on it than my Italian grand moms"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-09 23:06:55 UTC 4522 followers, 7054 engagements

"Over 150m cad due 6m before March 2026. Looks like Sept XX 2025.revolver due unless can renegotiate"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-22 18:49:08 UTC 4522 followers, XXX engagements

"@Booger42069 Frac bankruptcies are coming going to get gnarly going into YE"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-24 16:42:27 UTC 4523 followers, XX engagements

"@tbhrvey Chevron reports liquids production in their filings 500k liquids in Permian sounds about right not oil. If you dont like Novi check out add up Chevron oil production by county"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-21 11:40:48 UTC 4523 followers, XXX engagements

"2020 Second Lien Notes: Calfrac's Credit Facilities were extended in September 2023. Their maturity date is the earlier of: (a) July X 2026 or (b) six months prior to the maturity of the company's 2020 Second Lien Notes on March XX 2026"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-22 18:40:46 UTC 4522 followers, XXX engagements

"Chevron wins as I predicted deal closes by next week. Exxon goes back on the hunt $FANG or $OXY likely targets"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-18 11:18:10 UTC 4521 followers, 7546 engagements

"$TCW 287900 Cibc X @ XXXX Rare to see Cibc cross trican block"
@TeddyGambino Avatar @TeddyGambino on X 2025-05-13 13:37:06 UTC 4521 followers, 2246 engagements

"@tbhrvey X million BOE oil production of 217k rest is NGL+gas. $PR + $DVN produce more oil a day in Permian"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-19 20:23:54 UTC 4522 followers, XX engagements

"$TCW Feeling like another over 2M comp V day would be 4th in a row The anon seller whos been dive bombing in for past X days looks to be running low on shares. Need to move SP up to 4.50/4.60 to get the V in"
@TeddyGambino Avatar @TeddyGambino on X 2025-05-16 17:48:14 UTC 4522 followers, 1070 engagements

"OFS owed $20B where does that come from Its overPemex will file to re-org by 2030"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-22 16:00:39 UTC 4522 followers, 2499 engagements

"@FuzzyBe02910905 I gave this fucking mutt Trican X cad lower did he buy OC not"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-24 15:33:50 UTC 4523 followers, XX engagements

"With $STEP sitch being resolved the 🎯 now moves to $CFW. The same accts who said $STEP was being shopped this year also mentioned George is getting jumpy @ Calfrac. No dealing till debt is addressed. Sell either US or Argie status quo is the definition of insanity"
@TeddyGambino Avatar @TeddyGambino on X 2024-11-05 13:35:28 UTC 4522 followers, 1165 engagements

"$WRG Trent Boehm Aimco bod nominee buys 2M shares yest @ .045 he was the buyer thru Stifel"
@TeddyGambino Avatar @TeddyGambino on X 2022-06-14 11:25:55 UTC 4522 followers, XX engagements

"An Exxon victory would have been the end of shared interest in large scale projects. $XOM has X more size deal to execute but so does Chevron. Chevrons Permian oil output is pitiful $OXY would fill the hole"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-18 11:26:47 UTC 4523 followers, 1146 engagements

"$WRG On track for 40m of vol would be helpful for 100-150m vol this week"
@TeddyGambino Avatar @TeddyGambino on X 2022-06-06 15:11:07 UTC 4522 followers, XX engagements

"Shorts are also pushing into $CFW yet meh on $STEP. Some of the vol might be Step longs hedging w/Trican - Calfrac short. Id just use a rolling WTI put strategy but HF bros like to bro out"
@TeddyGambino Avatar @TeddyGambino on X 2025-04-25 13:52:49 UTC 4522 followers, XXX engagements

"@WAR527 Only open deal is $EOG- Encino .ROUND X 🛎"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-18 16:11:09 UTC 4522 followers, XXX engagements

"Coterra Energy to hold Permian rig count steady as oil market fears ease Reuters Always a cpl who piss in the pool. Factoring their X PE deals closed in Q1 their keeping rigs flat not that relevant"
@TeddyGambino Avatar @TeddyGambino on X 2025-06-24 18:05:34 UTC 4523 followers, XXX engagements

"$WRG has a larger market cap than $CET-$ESN-$HWO combined. Feeling more confident in the co after this wknds deep dive. Not opposed to adding still have issues to address but viewing as a 3-4yr hold as opposed to the X yr oppy that I initially imagined"
@TeddyGambino Avatar @TeddyGambino on X 2022-06-06 15:41:36 UTC 4522 followers, XX engagements

"$TCW Dark pools empty so far today price of poker going up"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-18 14:08:06 UTC 4523 followers, XXX engagements

"WCSB +14 for the week +40 y/y Will be best Q2 for OFS since 2014"
@TeddyGambino Avatar @TeddyGambino on X 2022-06-03 17:05:05 UTC 4522 followers, XX engagements

"@tsxman Ive been extremely fortunate to build most of my $TCW stake 2019+2020 added on over XX% pullbacks since. I dont think most are built for extreme concentrated positioning but ive done well"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-05 02:12:54 UTC 4522 followers, 1056 engagements

"Owned it 2yrs lost $75k.housing bust happening @ XXX% unemployment rate"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-19 19:55:51 UTC 4520 followers, 1031 engagements

"/PRNewswire/ -- EOG Resources Inc. (EOG) today announced a definitive agreement with Canada Pension Plan Investment Board (CPP) and Encino Energy under which"
@TeddyGambino Avatar @TeddyGambino on X 2025-05-30 12:33:23 UTC 4521 followers, 25.8K engagements

"@SFarringtonBKC @crudedude3 @EnergyCynic Im fortunate caught the 2019 + 2020 lows on $TCW long around XXXX in size. Bought every XX% pullback since roll most divs into more stock. Ive zero doubts Trican makes a new ATH before this cycle ends"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-14 18:08:40 UTC 4521 followers, XXX engagements

"My Plaq LNG 1+2 total capacity was way off. Phase 1- XX mtpa Phase 2- XX mtpa Total phase 1+2 capacity of XX mtpa= X bcf Begun pulling gas for Phase X 6m ahead of schedule could see online full by Q2 2026"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-23 12:18:19 UTC 4523 followers, 1318 engagements

"@GringoInvesting 3/25 Venture expanding the scope of the original Plaq LNG plan. Subsequently canceled the Delta LNG project"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-23 13:15:32 UTC 4522 followers, XXX engagements

"Using the adjusted well productivity for remaining well inventory we estimate U.S. shale can hold Lower XX oil volumes flat for about nine yearsor until 2033below $60/bbl WTI he wrote. Bro needs to lay off the crack pipe"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-21 20:07:27 UTC 4522 followers, 7473 engagements

"$TCW 4.3m shares short trade ex-div 6/13 over X million shares left under NCIB with less than XX trading days before plan runs out. Co either has to pop daily buyback and/or find X fig. Blocks to finish the current plan. Looking to add more once divs hit at month end"
@TeddyGambino Avatar @TeddyGambino on X 2025-06-10 15:49:26 UTC 4522 followers, 2036 engagements

"@John_S_Pierce Some HF bros comping Trican vs $CFW + $STEP valuations. All good company determined to complete current ncib which will take SO to 170M. Im happy to add sub 4"
@TeddyGambino Avatar @TeddyGambino on X 2025-04-23 14:18:00 UTC 4522 followers, XXX engagements

"@Rytetz29 Im constantly hitting up my LNG network firming up the data. Im far from infallible this is a process. Q2 ER hopefully we catch several FIDs for train adds + maybe a new project"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-23 12:39:57 UTC 4521 followers, XXX engagements

"@GringoInvesting According to Novi $CVX YE Permian oil production was 217k. Its pathetic 9th largest outdone by $DVN $PR Mewbourne to name a few. They own gassy AF size Tier 3-4"
@TeddyGambino Avatar @TeddyGambino on X 2025-07-18 11:37:53 UTC 4522 followers, 1418 engagements

"Maybe $LBRT exits basin BJ Svcs is on its last legs $CFW debt bloatedmight be more oppy in wcsb than they think"
@TeddyGambino Avatar @TeddyGambino on X 2025-03-12 00:30:16 UTC 4522 followers, XXX engagements

creator/twitter::990770740055199744/posts
/creator/twitter::990770740055199744/posts