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# ![@DeepValueHQ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1973024837607067648.png) @DeepValueHQ DeepValue

DeepValue posts on X about $oxy, business, balance sheet, $xom the most. They currently have X followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1973024837607067648/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973024837607067648/c:line/m:interactions.svg)


### Mentions: XX [#](/creator/twitter::1973024837607067648/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973024837607067648/c:line/m:posts_active.svg)


### Followers: X [#](/creator/twitter::1973024837607067648/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973024837607067648/c:line/m:followers.svg)


### CreatorRank: undefined [#](/creator/twitter::1973024837607067648/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973024837607067648/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$oxy](/topic/$oxy) #35, [business](/topic/business) 12.5%, [balance sheet](/topic/balance-sheet) #1763, [$xom](/topic/$xom) #85, [$20b](/topic/$20b) 8.33%, [$55b](/topic/$55b) 8.33%, [$20byear](/topic/$20byear) #1, [guyana](/topic/guyana) #300, [matter](/topic/matter) 4.17%, [xom](/topic/xom) XXXX%

**Top assets mentioned**
[Oxygen (OXY)](/topic/$oxy) [Exxon Mobil (XOM)](/topic/$xom) [Crescent Energy Company (CRGY)](/topic/$crgy)
### Top Social Posts
Top posts by engagements in the last XX hours

"Investors are ignoring Exxon's cash fortress. $XOM is buying back $20B in stock per year through 2026 while net debt/EBITDA sits at just 0.25x. The markets pricing like balance sheets dont matter in energy"  
[X Link](https://x.com/DeepValueHQ/status/1998048924939301166)  2025-12-08T15:16Z X followers, XX engagements


"5/7 Catalysts ahead: 🔥 Pending Vital Energy merger (all-equity deal) 🔥 $800M+ non-core divestitures planned 🔥 PUD-to-PDP conversion (182 MMBoe over X years) Execution here is KEY for the rerate"  
[X Link](https://x.com/DeepValueHQ/status/1998411406916595854)  2025-12-09T15:16Z X followers, XX engagements


"Everyone sees 0.4x P/B and EV/EBITDA 1.1x at $VTLE. But the market isnt just pricing assetsits bracing for deal break risk high leverage (net debt/EBITDA 3.64x) and negative interest coverage. The anchor $CRGY's $3.1B offer"  
[X Link](https://x.com/DeepValueHQ/status/1997053867985346665)  2025-12-05T21:22Z X followers, XX engagements


"$OXY trades at a P/E of 22.0x with an EV/EBITDA of 3.5x. Shares are down XX% in XX months. Why is the market pricing in so much riskand what could catalyze a rerate Read this for a full breakdown. 🧵"  
[X Link](https://x.com/DeepValueHQ/status/1997687005812334965)  2025-12-07T15:17Z X followers, XX engagements


"2/7 Business Model $OXY is an integrated energy companymostly U.S. oil & gas (Permian Gulf of America) soon to be pure-play E&P after a $9.7bn OxyChem sale. Midstream and a capital-intensive CCUS/DAC platform round out its assets"  
[X Link](https://x.com/DeepValueHQ/status/1997687007943053589)  2025-12-07T15:17Z X followers, XX engagements


"3/7 The Moat 4.6bn Boe proved reserves deep operational experience XX% Gulf uptime and a technical edge in CO EOR/CCUS. However shale decline rates force high annual capexthis is not a static moat. CCUS is policy-dependent and unproven at scale"  
[X Link](https://x.com/DeepValueHQ/status/1997687010241421803)  2025-12-07T15:17Z X followers, XX engagements


"4/7 Financials Consistent FCF: in 2024 $5.1bn. Net Debt/EBITDA: 1.96x. Interest coverage: 3.90x. $OXY aims to cut principal debt below $15bn via the OxyChem sale but $25bn in long-term debt and $39bn liabilities remain"  
[X Link](https://x.com/DeepValueHQ/status/1997687012917477671)  2025-12-07T15:17Z X followers, XX engagements


"6/7 Risks - Commodity/Spread volatility (earnings fell $12.5bn in 2022 $2.4bn in 2024) - Execution risk on OxyChem sale and CCUS/DAC projects - Shale decline & capex intensity - Regulatory shifts: methane CCUS costs legacy remediation ($1.9bn liabilities)"  
[X Link](https://x.com/DeepValueHQ/status/1997687017929633928)  2025-12-07T15:17Z X followers, XX engagements


"7/7 Verdict Oxy is a leveraged U.S. liquids/E&P with optionality on CCUS and a balance sheet in transition. Discount reflects real risks but watch FCF durability and OxyChem. This is where commodity leverage meets policy risk. $OXY"  
[X Link](https://x.com/DeepValueHQ/status/1997687020316201043)  2025-12-07T15:17Z X followers, XX engagements


"Margin of Safety Overlooked 🚨 Everyone is watching $OXYs CCUS gamble and debtmissing the margin of safety: 4.6bn Boe reserves sub-2x leverage $5B+ normalized FCF. Dont confuse commodity volatility for business fragility"  
[X Link](https://x.com/DeepValueHQ/status/1997849359707414650)  2025-12-08T02:03Z X followers, XX engagements


"$XOM is trading at 16.85x P/E flat over XX months despite $55B operating cash flow and $20B/year buybacks. Curious why the market isn't re-rating this energy giant Stay for a data-driven deep dive. 🧵"  
[X Link](https://x.com/DeepValueHQ/status/1997965502023659558)  2025-12-08T09:44Z X followers, XX engagements


"2/7 Business Model ExxonMobil owns low-cost upstream assets (Permian Guyana LNG) integrated Gulf Coast refining and a chemicals platform generating $478B+ annual revenue. New bets: CCS hydrogen and lithium"  
[X Link](https://x.com/DeepValueHQ/status/1997965503948824814)  2025-12-08T09:44Z X followers, XX engagements


"4/7 Financials - FCF: $55B (2024) - Net debt/EBITDA: 0.25x - $20B buybacks + $16.7B dividends (2024) - Interest cover: 40x Balance sheet signals fortress-level safety"  
[X Link](https://x.com/DeepValueHQ/status/1997965508357091661)  2025-12-08T09:44Z X followers, X engagements


"5/7 Catalyst - Dec. 2025 Corporate Plan update (capex/returns clarity) - $20B/year buybacks thru 2026 - Guyana & Permian ramp Baytown hydrogen FID pending U.S. tax credits"  
[X Link](https://x.com/DeepValueHQ/status/1997965510294851834)  2025-12-08T09:44Z X followers, XX engagements


"4/7 Show me the cash: 💰 5Y FCF surged peaking at $1.4B in Q1 XX 💰 Net Debt/EBITDA: 3.01x (HIGH) 💰 Interest coverage THIN at 1.14x Equity down XX% in XX months despite FCF gains"  
[X Link](https://x.com/DeepValueHQ/status/1998411402030256309)  2025-12-09T15:16Z X followers, XX engagements


"Most investors stare at Crescents XX% stock plunge and miss THIS. $CRGY #Energy PV-10 reserve value: $6.5B vs $2B market cap Crescent controls $6.5B in proved reserves but balance sheet risk (3x net debt/EBITDA 1.14x interest coverage) keeps the market cautious"  
[X Link](https://x.com/DeepValueHQ/status/1998488068265796003)  2025-12-09T20:21Z X followers, XX engagements