[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.] #  @Riccardino999 Mr Rhino Mr Rhino posts on X about debt, target, oman, $sm the most. They currently have XXXXX followers and 1250 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1551188485792563201/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +21% - X Year XXXXXXX +55% ### Mentions: XX [#](/creator/twitter::1551188485792563201/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +71% - X Year XXX +40% ### Followers: XXXXX [#](/creator/twitter::1551188485792563201/followers)  - X Week XXXXX +1.10% - X Month XXXXX +4.40% - X Months XXXXX +22% - X Year XXXXX +59% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1551188485792563201/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) **Social topic influence** [debt](/topic/debt) #1406, [target](/topic/target), [oman](/topic/oman) #130, [$sm](/topic/$sm), [guess](/topic/guess), [acquisition](/topic/acquisition), [$dgel](/topic/$dgel), [$sse](/topic/$sse), [$cvna](/topic/$cvna) #118, [auto loans](/topic/auto-loans) #119 **Top accounts mentioned or mentioned by** [@spreadbet](/creator/undefined) [@otemple79](/creator/undefined) [@korwraith](/creator/undefined) [@perpetualvalue](/creator/undefined) [@kingfisher6868](/creator/undefined) [@ronmarkets2](/creator/undefined) [@privatetrader07](/creator/undefined) [@oilgastourist](/creator/undefined) [@metalhead2525](/creator/undefined) [@leetrades](/creator/undefined) [@burggrabenh](/creator/undefined) [@haircuttungsten](/creator/undefined) [@bobinvest](/creator/undefined) [@sharetalk](/creator/undefined) [@wshak1](/creator/undefined) [@yiannos11111](/creator/undefined) [@oilinvestoral](/creator/undefined) [@a1mhigh](/creator/undefined) [@tarzantrader1](/creator/undefined) [@greatlandggp](/creator/undefined) **Top assets mentioned** [SM Energy Company (SM)](/topic/$sm) [Carvana Co. (CVNA)](/topic/$cvna) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Ormeus Ecosystem (ECO)](/topic/$eco) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Realio Network (RIO)](/topic/$rio) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Oxygen (OXY)](/topic/$oxy) [Unilever plc (UL)](/topic/$ul) [TotalEnergies SE (TTE)](/topic/$tte) [MyShell Token (SHELL)](/topic/$shell) [PolkaBridge (PBR)](/topic/$pbr) ### Top Social Posts Top posts by engagements in the last XX hours "The oil price But quite why $sm decided to take on a company with 5bn$ in debt is am mistery to me If oil price stays low you might have to worry The combined company trades at 24000$ per flowing barrel" [X Link](https://x.com/Riccardino999/status/1985464463793717468) 2025-11-03T21:49Z 1242 followers, XXX engagements "#val #valirx As expected 😉😂😂 Stock is up XX% on no news I reckon you are still on time to play this shitco pump and dump😂 I wonder what the unlikely story will be on this one Don't doubt the end it will be a X like #hemo 😉 But it could fly If you are a semi-illiterate" [X Link](https://x.com/Riccardino999/status/1996633137380823404) 2025-12-04T17:30Z 1242 followers, XXX engagements "#ree #rareearth These are a few stocks listed in the UK #pre #pensana 534m mkt cap NPV 900m$ #mka #mkango 242m mkt cap #rbw #rainbow 150m #hree #harena 15m #ree #altona 5m Npv 280m The last two imho are the ones with most potential if this rare earths bubble continues" [X Link](https://x.com/Riccardino999/status/1979076714295689726) 2025-10-17T06:47Z 1238 followers, 1154 engagements "$sm $civi Looked briefly To me it looks like a classic merger of weaklings All share combinations with no premium The new company will have 8bn$ in debt There's no overlap in the acreage And the 200m$ in synergies don't look much I guess the outcome will be dependent on" [X Link](https://x.com/Riccardino999/status/1985464462124728619) 2025-11-03T21:49Z 1239 followers, XXX engagements "#vul #vulcantwo Here's how it could work The company buys target C and D for 5m each 10x EBITDA Combines them strips IT warehouses and admin and finds 1-1.5m in synergies At that point you have a company with 23m in revenues 2m in EBITDA growing at 10x a year" [X Link](https://x.com/Riccardino999/status/1994716016169947506) 2025-11-29T10:32Z 1239 followers, XXX engagements "Processing will be done in H1 2016 Which means that by July next year we should have news of a potentially stacked target with the possible sizes (could be 50-100m barrels) At that point I would expect #crcl to rerate while we wait for the drilling in early XX And #aet #afentra" [X Link](https://x.com/Riccardino999/status/1996169473573994523) 2025-12-03T10:47Z 1239 followers, XXX engagements "To rise a bit as the market will be more aware of the possibilities in Kon4 XX and XX Oil at 60$ doesn't make for a great story But here you have a clear asymmetry Gabon and Congo onshore recovered over 3bn barrels while the Kwanza has been undrilled since 1980 #yolo" [X Link](https://x.com/Riccardino999/status/1996169477092708376) 2025-12-03T10:47Z 1239 followers, XXX engagements "#may #mayflower acquisition Another Spac like #zeg #rose #vul or #aet Designed to buy underperforming assets and turning them around This is a strategy I like a lot but as usual it will depend on the target and the execution Founders are ex GLG partners so they should know" [X Link](https://x.com/Riccardino999/status/1996927918073684432) 2025-12-05T13:01Z 1239 followers, XXX engagements "#kist #kistos The acquisition of the X blocks in oman looks good 148m$ financed from existing resources equates to around 15k$ per flowing barrel The only slightly less positive is the 5.8$ per barrel of reserve in the ground which looks on the high side No other details" [X Link](https://x.com/Riccardino999/status/1998395332569219267) 2025-12-09T14:12Z 1242 followers, XXX engagements "#dge $dge.l #diageo 3bn$ in promised fcf from 2026 is not enough to sustain current EV of 85bn$ Stock remains pretty expensive Why would I invest in a sector with low growth at XXX% fcf yield This is my view. Plus debt at 21bn$ can still cause issues" [X Link](https://x.com/Riccardino999/status/1924434660781682733) 2025-05-19T11:59Z 1238 followers, 2267 engagements "#dge $dge.l #diageo Be careful on this one chaps Even at multi year lows EV remains at 73bn$ Too high for something generating 3bn$ in fcf for 2026 (if they are lucky) Meanwhile sales are falling and other competitors have fared even worse #rco #stz #bf" [X Link](https://x.com/Riccardino999/status/1985055090202304594) 2025-11-02T18:43Z 1242 followers, 1783 engagements "@Headder86 The whole sector has fallen more than diageo Look at Remy Cointreau or brown foreman You are also battling secular consumption trends It was historically expensive because rates were X Now they are 4-5%" [X Link](https://x.com/Riccardino999/status/1987875681405906993) 2025-11-10T13:31Z 1240 followers, XXX engagements "#sse $sse Please forgive my skepticism But I think the whole plan is b.it There's no way they ll generate 21bn in operational cash flow over the next five years The only number that looks credible in there is the 14bn increase in net debt Which brings another point" [X Link](https://x.com/Riccardino999/status/1988619503681393102) 2025-11-12T14:46Z 1238 followers, XXX engagements "#sse $sse I d say that today's move was a bit of pump by the book-runners to get a higher price hence the raise at 2050 You also have to admire the directors With Lady Elish Angiolini pony up as much as 1980 And Dame Angela Strank another 3800. That's less than the" [X Link](https://x.com/Riccardino999/status/1988696552714694853) 2025-11-12T19:53Z 1238 followers, XXX engagements "@Privatffm @Henrik115 Nothing was said on the licence I don't know for sure and I m speculating here but I d say electricity is an issue I need to look at the mozal/south32 situation closer as that involved cheap electricity too This is why I think it's worth buying only after the licence renewal" [X Link](https://x.com/Riccardino999/status/1991479233001214216) 2025-11-20T12:10Z 1240 followers, XX engagements "#wpp I guess the bond market is not as worried as the equity one Wpp managed to price a 1bn X year issue at 100bp over benchmark which is pretty positive My thesis remains the same it's one to have on your watchlist But you need to be careful with the entry point" [X Link](https://x.com/Riccardino999/status/1995925095035142509) 2025-12-02T18:36Z 1241 followers, XXX engagements "#gdr #genedrive Here's another biotech shitco that could either go to the wall or be the next candidate for a pump and dump This shitco will need to raise a few million quid pretty soon. Usual play Give them some money Get issued a lots of warrants Buy more shares" [X Link](https://x.com/Riccardino999/status/1996886798543523865) 2025-12-05T10:18Z 1241 followers, XXX engagements "1) what's the best strategy to create a medium term (6 months+) short position through options 2) can you spot signs of stress from the prices or evolution of current ABS Because stress in the ABS will be the signal #Carvana ABS should be full of sub prime borrowers owing" [X Link](https://x.com/Riccardino999/status/1997724655034220807) 2025-12-07T17:47Z 1242 followers, XXX engagements "An average of 25k$ on rapidly depreciating vehicles With default rates on auto loans climbingif this source of financing dries the whole $cvna story is dead Views and opinions on the best way to play this Over collateralisation and tranches BCDN and XS only absorb 10%" [X Link](https://x.com/Riccardino999/status/1997724658398109778) 2025-12-07T17:47Z 1242 followers, XXX engagements "#eco $eco $eog.v I m very pleased to see #EcoAtlantic securing a corner in stoppage time This should tie them over for another X months to X year awaiting developments The next step is securing the #orinduik licence which expires on the 13th of Jan Don't be fooled by the Rns" [X Link](https://x.com/Riccardino999/status/1996506383454494871) 2025-12-04T09:06Z 1242 followers, XXX engagements "Turn things around to create value Or to list an early aggregation vehicle (Vulcan two) It's definitely one to watch but things could be slow here with months passing without anything happening So I d rather wait for some news This one also has a X to X warrant at 11.5$" [X Link](https://x.com/Riccardino999/status/1996927926919442474) 2025-12-05T13:01Z 1241 followers, XXX engagements "#CVNA $CVNA In my opinion #Carvana is a short The catalyst for a plunge will be when the Asset Backed Securities market for auto loans they rely on freezes This could come when one of the A tranches in any of their Carvana Auto Receivables Trust defaults. So two questions:" [X Link](https://x.com/Riccardino999/status/1997724652299517973) 2025-12-07T17:47Z 1241 followers, XXX engagements "#mka #ree The plot thickens Confirmation of no material change Yet the move in Canada last night was significant with lots of volume trading What does it mean One explanation could be that the investors think the rare earth bubble has legs and decided this could squeeze" [X Link](https://x.com/Riccardino999/status/1981629921379197036) 2025-10-24T07:52Z 1241 followers, 1103 engagements "#rio tinto $rio Interesting update The titanium assets given the current state of oversupply due to Chinese overproduction are probably not generating enough returns However the metal is strategic and cyclical So I d be keeping an eye to the possible divestment" [X Link](https://x.com/Riccardino999/status/1996605148995391570) 2025-12-04T15:38Z 1241 followers, XXX engagements "#bak $bak #shel #xom #lyb #oott $lyb As I have stated beforefor the cycle in petrochemicals to turn we need to see reductions in capacity This is a step in the right direction but I think the downturn will continue X reasons Source: Yahoo Finance" [X Link](https://x.com/Riccardino999/status/1996895721270980799) 2025-12-05T10:53Z 1242 followers, XXX engagements "#rose has found out Apart from reducing debt with more equity or stripping some marginal costs the efficiency gains are limited It's a far better strategy to buy from underperforming companies (Vodafone for Zegona or Sonangol for Afentra) as there's more possibilities to" [X Link](https://x.com/Riccardino999/status/1996927923924652119) 2025-12-05T13:01Z 1241 followers, XXX engagements "Were provided Details of the psc or estimate of profitability were not easily discernible from $oxy who's a significant producer in #oman The geographical diversification and entry into the middle east market is also pretty positive here" [X Link](https://x.com/Riccardino999/status/1998395334519603674) 2025-12-09T14:12Z 1242 followers, XXX engagements "#ulvr #micc You can directly see how the market is not efficient anymore $ulvr #unilever has become smaller after the demerger. Passive and index funds are buying the stock to go back at benchmark Meanwhile $micc is being slowly sold by the same funds as it's not in any index" [X Link](https://x.com/Riccardino999/status/1998418758415888427) 2025-12-09T15:45Z 1242 followers, XXX engagements "#tte $tte $galp Very disappointing deal for #galp They get no upfront payments for farming out the huge #mopane discovery With #total only carrying XX% of exploration appraisal and development cost and even that will need to be repaid Oil at 60$ simply makes these large" [X Link](https://x.com/Riccardino999/status/1998422681126043715) 2025-12-09T16:01Z 1242 followers, XXX engagements "Offshore developments too risky My take here 1) #total gets the better deal by far 2) you have to ask why no other major like $shell or $pbr wanted to be involved (probably they are looking to slash Capex) 3) what's the read across for the whole offshore sector and West Africa" [X Link](https://x.com/Riccardino999/status/1998422684129165319) 2025-12-09T16:01Z 1242 followers, XXX engagements "@beshoefree Overall it looks good But I m planning to do more research when I have time today I couldn't I want to understand the terms of psc in Oman and how profitable this might be Plus I want to figure out decline rates 😉😀" [X Link](https://x.com/Riccardino999/status/1998443275691110406) 2025-12-09T17:23Z 1242 followers, XX 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.]
@Riccardino999 Mr Rhino
Mr Rhino posts on X about debt, target, oman, $sm the most. They currently have XXXXX followers and 1250 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +21%
- X Year XXXXXXX +55%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +71%
- X Year XXX +40%
Followers: XXXXX #
- X Week XXXXX +1.10%
- X Month XXXXX +4.40%
- X Months XXXXX +22%
- X Year XXXXX +59%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance stocks countries cryptocurrencies currencies
Social topic influence debt #1406, target, oman #130, $sm, guess, acquisition, $dgel, $sse, $cvna #118, auto loans #119
Top accounts mentioned or mentioned by @spreadbet @otemple79 @korwraith @perpetualvalue @kingfisher6868 @ronmarkets2 @privatetrader07 @oilgastourist @metalhead2525 @leetrades @burggrabenh @haircuttungsten @bobinvest @sharetalk @wshak1 @yiannos11111 @oilinvestoral @a1mhigh @tarzantrader1 @greatlandggp
Top assets mentioned SM Energy Company (SM) Carvana Co. (CVNA) Civitas Resources, Inc. (CIVI) Ormeus Ecosystem (ECO) Rio Tinto plc (RIO) Realio Network (RIO) Braskem S.A. American Depositary Shares (BAK) LyondellBasell Industries NV (LYB) Oxygen (OXY) Unilever plc (UL) TotalEnergies SE (TTE) MyShell Token (SHELL) PolkaBridge (PBR)
Top Social Posts
Top posts by engagements in the last XX hours
"The oil price But quite why $sm decided to take on a company with 5bn$ in debt is am mistery to me If oil price stays low you might have to worry The combined company trades at 24000$ per flowing barrel"
X Link 2025-11-03T21:49Z 1242 followers, XXX engagements
"#val #valirx As expected 😉😂😂 Stock is up XX% on no news I reckon you are still on time to play this shitco pump and dump😂 I wonder what the unlikely story will be on this one Don't doubt the end it will be a X like #hemo 😉 But it could fly If you are a semi-illiterate"
X Link 2025-12-04T17:30Z 1242 followers, XXX engagements
"#ree #rareearth These are a few stocks listed in the UK #pre #pensana 534m mkt cap NPV 900m$ #mka #mkango 242m mkt cap #rbw #rainbow 150m #hree #harena 15m #ree #altona 5m Npv 280m The last two imho are the ones with most potential if this rare earths bubble continues"
X Link 2025-10-17T06:47Z 1238 followers, 1154 engagements
"$sm $civi Looked briefly To me it looks like a classic merger of weaklings All share combinations with no premium The new company will have 8bn$ in debt There's no overlap in the acreage And the 200m$ in synergies don't look much I guess the outcome will be dependent on"
X Link 2025-11-03T21:49Z 1239 followers, XXX engagements
"#vul #vulcantwo Here's how it could work The company buys target C and D for 5m each 10x EBITDA Combines them strips IT warehouses and admin and finds 1-1.5m in synergies At that point you have a company with 23m in revenues 2m in EBITDA growing at 10x a year"
X Link 2025-11-29T10:32Z 1239 followers, XXX engagements
"Processing will be done in H1 2016 Which means that by July next year we should have news of a potentially stacked target with the possible sizes (could be 50-100m barrels) At that point I would expect #crcl to rerate while we wait for the drilling in early XX And #aet #afentra"
X Link 2025-12-03T10:47Z 1239 followers, XXX engagements
"To rise a bit as the market will be more aware of the possibilities in Kon4 XX and XX Oil at 60$ doesn't make for a great story But here you have a clear asymmetry Gabon and Congo onshore recovered over 3bn barrels while the Kwanza has been undrilled since 1980 #yolo"
X Link 2025-12-03T10:47Z 1239 followers, XXX engagements
"#may #mayflower acquisition Another Spac like #zeg #rose #vul or #aet Designed to buy underperforming assets and turning them around This is a strategy I like a lot but as usual it will depend on the target and the execution Founders are ex GLG partners so they should know"
X Link 2025-12-05T13:01Z 1239 followers, XXX engagements
"#kist #kistos The acquisition of the X blocks in oman looks good 148m$ financed from existing resources equates to around 15k$ per flowing barrel The only slightly less positive is the 5.8$ per barrel of reserve in the ground which looks on the high side No other details"
X Link 2025-12-09T14:12Z 1242 followers, XXX engagements
"#dge $dge.l #diageo 3bn$ in promised fcf from 2026 is not enough to sustain current EV of 85bn$ Stock remains pretty expensive Why would I invest in a sector with low growth at XXX% fcf yield This is my view. Plus debt at 21bn$ can still cause issues"
X Link 2025-05-19T11:59Z 1238 followers, 2267 engagements
"#dge $dge.l #diageo Be careful on this one chaps Even at multi year lows EV remains at 73bn$ Too high for something generating 3bn$ in fcf for 2026 (if they are lucky) Meanwhile sales are falling and other competitors have fared even worse #rco #stz #bf"
X Link 2025-11-02T18:43Z 1242 followers, 1783 engagements
"@Headder86 The whole sector has fallen more than diageo Look at Remy Cointreau or brown foreman You are also battling secular consumption trends It was historically expensive because rates were X Now they are 4-5%"
X Link 2025-11-10T13:31Z 1240 followers, XXX engagements
"#sse $sse Please forgive my skepticism But I think the whole plan is b.it There's no way they ll generate 21bn in operational cash flow over the next five years The only number that looks credible in there is the 14bn increase in net debt Which brings another point"
X Link 2025-11-12T14:46Z 1238 followers, XXX engagements
"#sse $sse I d say that today's move was a bit of pump by the book-runners to get a higher price hence the raise at 2050 You also have to admire the directors With Lady Elish Angiolini pony up as much as 1980 And Dame Angela Strank another 3800. That's less than the"
X Link 2025-11-12T19:53Z 1238 followers, XXX engagements
"@Privatffm @Henrik115 Nothing was said on the licence I don't know for sure and I m speculating here but I d say electricity is an issue I need to look at the mozal/south32 situation closer as that involved cheap electricity too This is why I think it's worth buying only after the licence renewal"
X Link 2025-11-20T12:10Z 1240 followers, XX engagements
"#wpp I guess the bond market is not as worried as the equity one Wpp managed to price a 1bn X year issue at 100bp over benchmark which is pretty positive My thesis remains the same it's one to have on your watchlist But you need to be careful with the entry point"
X Link 2025-12-02T18:36Z 1241 followers, XXX engagements
"#gdr #genedrive Here's another biotech shitco that could either go to the wall or be the next candidate for a pump and dump This shitco will need to raise a few million quid pretty soon. Usual play Give them some money Get issued a lots of warrants Buy more shares"
X Link 2025-12-05T10:18Z 1241 followers, XXX engagements
"1) what's the best strategy to create a medium term (6 months+) short position through options 2) can you spot signs of stress from the prices or evolution of current ABS Because stress in the ABS will be the signal #Carvana ABS should be full of sub prime borrowers owing"
X Link 2025-12-07T17:47Z 1242 followers, XXX engagements
"An average of 25k$ on rapidly depreciating vehicles With default rates on auto loans climbingif this source of financing dries the whole $cvna story is dead Views and opinions on the best way to play this Over collateralisation and tranches BCDN and XS only absorb 10%"
X Link 2025-12-07T17:47Z 1242 followers, XXX engagements
"#eco $eco $eog.v I m very pleased to see #EcoAtlantic securing a corner in stoppage time This should tie them over for another X months to X year awaiting developments The next step is securing the #orinduik licence which expires on the 13th of Jan Don't be fooled by the Rns"
X Link 2025-12-04T09:06Z 1242 followers, XXX engagements
"Turn things around to create value Or to list an early aggregation vehicle (Vulcan two) It's definitely one to watch but things could be slow here with months passing without anything happening So I d rather wait for some news This one also has a X to X warrant at 11.5$"
X Link 2025-12-05T13:01Z 1241 followers, XXX engagements
"#CVNA $CVNA In my opinion #Carvana is a short The catalyst for a plunge will be when the Asset Backed Securities market for auto loans they rely on freezes This could come when one of the A tranches in any of their Carvana Auto Receivables Trust defaults. So two questions:"
X Link 2025-12-07T17:47Z 1241 followers, XXX engagements
"#mka #ree The plot thickens Confirmation of no material change Yet the move in Canada last night was significant with lots of volume trading What does it mean One explanation could be that the investors think the rare earth bubble has legs and decided this could squeeze"
X Link 2025-10-24T07:52Z 1241 followers, 1103 engagements
"#rio tinto $rio Interesting update The titanium assets given the current state of oversupply due to Chinese overproduction are probably not generating enough returns However the metal is strategic and cyclical So I d be keeping an eye to the possible divestment"
X Link 2025-12-04T15:38Z 1241 followers, XXX engagements
"#bak $bak #shel #xom #lyb #oott $lyb As I have stated beforefor the cycle in petrochemicals to turn we need to see reductions in capacity This is a step in the right direction but I think the downturn will continue X reasons Source: Yahoo Finance"
X Link 2025-12-05T10:53Z 1242 followers, XXX engagements
"#rose has found out Apart from reducing debt with more equity or stripping some marginal costs the efficiency gains are limited It's a far better strategy to buy from underperforming companies (Vodafone for Zegona or Sonangol for Afentra) as there's more possibilities to"
X Link 2025-12-05T13:01Z 1241 followers, XXX engagements
"Were provided Details of the psc or estimate of profitability were not easily discernible from $oxy who's a significant producer in #oman The geographical diversification and entry into the middle east market is also pretty positive here"
X Link 2025-12-09T14:12Z 1242 followers, XXX engagements
"#ulvr #micc You can directly see how the market is not efficient anymore $ulvr #unilever has become smaller after the demerger. Passive and index funds are buying the stock to go back at benchmark Meanwhile $micc is being slowly sold by the same funds as it's not in any index"
X Link 2025-12-09T15:45Z 1242 followers, XXX engagements
"#tte $tte $galp Very disappointing deal for #galp They get no upfront payments for farming out the huge #mopane discovery With #total only carrying XX% of exploration appraisal and development cost and even that will need to be repaid Oil at 60$ simply makes these large"
X Link 2025-12-09T16:01Z 1242 followers, XXX engagements
"Offshore developments too risky My take here 1) #total gets the better deal by far 2) you have to ask why no other major like $shell or $pbr wanted to be involved (probably they are looking to slash Capex) 3) what's the read across for the whole offshore sector and West Africa"
X Link 2025-12-09T16:01Z 1242 followers, XXX engagements
"@beshoefree Overall it looks good But I m planning to do more research when I have time today I couldn't I want to understand the terms of psc in Oman and how profitable this might be Plus I want to figure out decline rates 😉😀"
X Link 2025-12-09T17:23Z 1242 followers, XX engagements