[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 NextWave EFT NextWave EFT posts on X about $ctra, acquisition, $cog, ceo the most. They currently have XXXXXX followers and X posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1210694396657709056/interactions)  - X Week XXX +298% - X Month XXXXX -XX% - X Months XXXXXXX +118% - X Year XXXXXXX -XX% ### Mentions: X [#](/creator/twitter::1210694396657709056/posts_active)  - X Week X -XX% - X Month XX +10% - X Months XX -XXXX% - X Year XX -XX% ### Followers: XXXXXX [#](/creator/twitter::1210694396657709056/followers)  - X Week XXXXXX +0.67% - X Month XXXXXX +0.68% - X Months XXXXXX +2.90% - X Year XXXXXX +5.80% ### CreatorRank: undefined [#](/creator/twitter::1210694396657709056/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [currencies](/list/currencies) XXXXX% **Social topic influence** [$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
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@NextWaveEFT NextWave EFTNextWave 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.
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 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