Dark | Light
[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.]

# ![@NextWaveEFT Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1210694396657709056.png) @NextWaveEFT NextWave EFT

NextWave EFT posts on X about $ctra, acquisition, $cog, ceo the most. They currently have XXXXXX followers and X posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1210694396657709056/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210694396657709056/c:line/m:interactions.svg)

- X Week XXX +298%
- X Month XXXXX -XX%
- X Months XXXXXXX +118%
- X Year XXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1210694396657709056/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210694396657709056/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX +10%
- X Months XX -XXXX%
- X Year XX -XX%

### Followers: XXXXXX [#](/creator/twitter::1210694396657709056/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210694396657709056/c:line/m:followers.svg)

- X Week XXXXXX +0.67%
- X Month XXXXXX +0.68%
- X Months XXXXXX +2.90%
- X Year XXXXXX +5.80%

### CreatorRank: undefined [#](/creator/twitter::1210694396657709056/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210694396657709056/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [currencies](/list/currencies)  XXXXX%

**Social topic influence**
[$ctra](/topic/$ctra) #4, [acquisition](/topic/acquisition) 28.57%, [$cog](/topic/$cog) #4, [ceo](/topic/ceo) 14.29%, [just buy](/topic/just-buy) 14.29%, [$4bn](/topic/$4bn) 14.29%, [future](/topic/future) 14.29%, [ark](/topic/ark) 14.29%, [euro](/topic/euro) 14.29%, [target](/topic/target) XXXXX%

**Top accounts mentioned or mentioned by**
[@samuelgibson](/creator/undefined) [@chigrl](/creator/undefined) [@albertagarbage](/creator/undefined) [@newsfinoil](/creator/undefined) [@war527](/creator/undefined)

**Top assets mentioned**
[Coterra Energy Inc (CTRA)](/topic/$ctra)
### Top Social Posts
Top posts by engagements in the last XX hours

"4/4 So my thought on how this plays out: A) $CTRA quintuples down on defending the worst acquisition made during the shale era and they somehow fend off Kimmeridge. B). Board + CEO shakeup the correct decisions get made and $CTRA becomes a name you can actually own. /end"  
[X Link](https://x.com/NextWaveEFT/status/1986039407531470914)  2025-11-05T11:54Z 10.8K followers, 4586 engagements


"1/4 Couple things on the Kimmeridge letter to $CTRA: $CTRA responds to the critiques of being multi-basin bc of learnings from one basin to the next: First of all just buy an Enverus subscription and youre good. You dont need to drag along a $4bn asset for learnings"  
[X Link](https://x.com/NextWaveEFT/status/1986039402598944961)  2025-11-05T11:54Z 10.8K followers, 9157 engagements


"2/4 Second whether or not past learnings justified the initial acquisition of $COG (they did not) you can only justify holding those non-Permian assets if $CTRA believes FUTURE learnings are worth the Permian dilution of carrying these assets. (they also are not)"  
[X Link](https://x.com/NextWaveEFT/status/1986039404343722082)  2025-11-05T11:54Z 10.8K followers, 1353 engagements


"3/4 $CTRA case to hold those assets is objectively a bad one to make. Unfortunately for $CTRA shareholders youve got a CEO/Board who have quadrupled down every time on how good the $COG deal was. Theres no easy way for them to say oops youre right at this point"  
[X Link](https://x.com/NextWaveEFT/status/1986039405912510612)  2025-11-05T11:54Z 10.8K followers, 1657 engagements


"Ive listed out the primary X (SJ ark ef) with the 5-6 follow ons (anad prb Rockies etc) adding another slug. Bcf/1000 is not the right metric. The better metric is f&d ($ per EUR) and the target is $1.25/mcf. 10k lat at $10mm with an EUR of X bcf. Thats an economic well at $XXXX. Every play listed above could achieve that totaling tens of thousands of wells. Think youre underestimating what the L48 industry would do in a sustained $4-5/mcf world (they would pounce) and greatly underestimate the amount of inventory that works at that price range. Betting the L48 boys would let prices creep"  
[X Link](https://x.com/NextWaveEFT/status/1997754153586569261)  2025-12-07T19:44Z 10.8K followers, 1701 engagements


"@Samuel_Gibson_ @chigrl X bcfd of gas growth over ten years Production grew XX bcfd the last XX yrs. Well be alright"  
[X Link](https://x.com/NextWaveEFT/status/1999089696014770196)  2025-12-11T12:11Z 10.8K followers, X 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.]

@NextWaveEFT Avatar @NextWaveEFT NextWave EFT

NextWave EFT posts on X about $ctra, acquisition, $cog, ceo the most. They currently have XXXXXX followers and X posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

Engagements Line Chart

  • X Week XXX +298%
  • X Month XXXXX -XX%
  • X Months XXXXXXX +118%
  • X Year XXXXXXX -XX%

Mentions: X #

Mentions Line Chart

  • X Week X -XX%
  • X Month XX +10%
  • X Months XX -XXXX%
  • X Year XX -XX%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.67%
  • X Month XXXXXX +0.68%
  • X Months XXXXXX +2.90%
  • X Year XXXXXX +5.80%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence stocks XXXXX% finance XXXXX% currencies XXXXX%

Social topic influence $ctra #4, acquisition 28.57%, $cog #4, ceo 14.29%, just buy 14.29%, $4bn 14.29%, future 14.29%, ark 14.29%, euro 14.29%, target XXXXX%

Top accounts mentioned or mentioned by @samuelgibson @chigrl @albertagarbage @newsfinoil @war527

Top assets mentioned Coterra Energy Inc (CTRA)

Top Social Posts

Top posts by engagements in the last XX hours

"4/4 So my thought on how this plays out: A) $CTRA quintuples down on defending the worst acquisition made during the shale era and they somehow fend off Kimmeridge. B). Board + CEO shakeup the correct decisions get made and $CTRA becomes a name you can actually own. /end"
X Link 2025-11-05T11:54Z 10.8K followers, 4586 engagements

"1/4 Couple things on the Kimmeridge letter to $CTRA: $CTRA responds to the critiques of being multi-basin bc of learnings from one basin to the next: First of all just buy an Enverus subscription and youre good. You dont need to drag along a $4bn asset for learnings"
X Link 2025-11-05T11:54Z 10.8K followers, 9157 engagements

"2/4 Second whether or not past learnings justified the initial acquisition of $COG (they did not) you can only justify holding those non-Permian assets if $CTRA believes FUTURE learnings are worth the Permian dilution of carrying these assets. (they also are not)"
X Link 2025-11-05T11:54Z 10.8K followers, 1353 engagements

"3/4 $CTRA case to hold those assets is objectively a bad one to make. Unfortunately for $CTRA shareholders youve got a CEO/Board who have quadrupled down every time on how good the $COG deal was. Theres no easy way for them to say oops youre right at this point"
X Link 2025-11-05T11:54Z 10.8K followers, 1657 engagements

"Ive listed out the primary X (SJ ark ef) with the 5-6 follow ons (anad prb Rockies etc) adding another slug. Bcf/1000 is not the right metric. The better metric is f&d ($ per EUR) and the target is $1.25/mcf. 10k lat at $10mm with an EUR of X bcf. Thats an economic well at $XXXX. Every play listed above could achieve that totaling tens of thousands of wells. Think youre underestimating what the L48 industry would do in a sustained $4-5/mcf world (they would pounce) and greatly underestimate the amount of inventory that works at that price range. Betting the L48 boys would let prices creep"
X Link 2025-12-07T19:44Z 10.8K followers, 1701 engagements

"@Samuel_Gibson_ @chigrl X bcfd of gas growth over ten years Production grew XX bcfd the last XX yrs. Well be alright"
X Link 2025-12-11T12:11Z 10.8K followers, X engagements

creator/x::NextWaveEFT
/creator/x::NextWaveEFT