[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.] #  @WAR527 RAWenergy RAWenergy posts on X about $crgy, $ctra, $inr, $nog the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1264236569273212932/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +52% - X Year XXXXXXXXX +3.60% ### Mentions: XX [#](/creator/twitter::1264236569273212932/posts_active)  - X Week XX -XXXX% - X Month XXX -XX% - X Months XXX +45% - X Year XXXXX +24% ### Followers: XXXXX [#](/creator/twitter::1264236569273212932/followers)  - X Week XXXXX +0.20% - X Month XXXXX +0.64% - X Months XXXXX +5.20% - X Year XXXXX +11% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1264236569273212932/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$crgy](/topic/$crgy) #1, [$ctra](/topic/$ctra) #2, [$inr](/topic/$inr) #1, [$nog](/topic/$nog) #4, [$civi](/topic/$civi) #5, [$sm](/topic/$sm) #12, [$dec](/topic/$dec) #4, [$vtle](/topic/$vtle) #2, [debt](/topic/debt) 2.3%, [gas](/topic/gas) XXX% **Top accounts mentioned or mentioned by** [@shaletier7](/creator/undefined) [@suicide95518428](/creator/undefined) [@ft](/creator/undefined) [@tomloughrey_lfe](/creator/undefined) [@jerseytough](/creator/undefined) [@campbe14425505](/creator/undefined) [@mailboxmoney6](/creator/undefined) [@nicequarterguys](/creator/undefined) [@teddygambino](/creator/undefined) [@zmansenrgybrain](/creator/undefined) [@davidramsdenwoo](/creator/undefined) [@tscgllc](/creator/undefined) [@crudegusher](/creator/undefined) [@divestmentpros](/creator/undefined) [@fauxright](/creator/undefined) [@manchesterutd81](/creator/undefined) [@bowtiedfeline](/creator/undefined) [@tomloughreylfe](/creator/undefined) [@nextwaveeft](/creator/undefined) [@jadedpdphtx](/creator/undefined) **Top assets mentioned** [Crescent Energy Company (CRGY)](/topic/$crgy) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Inery (INR)](/topic/$inr) [Northern Oil and Gas, Inc. (NOG)](/topic/$nog) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [SM Energy Company (SM)](/topic/$sm) [Decentr (DEC)](/topic/$dec) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [FANG Token (FANG)](/topic/$fang) [Devon Energy Corp (DVN)](/topic/$dvn) [Oxygen (OXY)](/topic/$oxy) [Arweave (AR)](/topic/$ar) [Matador Resources, Co. (MTDR)](/topic/matador-resources-co) [Gulfport Energy Corporation (GPOR)](/topic/$gpor) [Ovintiv, Inc. (OVV)](/topic/$ovv) ### Top Social Posts Top posts by engagements in the last XX hours "$PR EV $XXXX B including Class C units + non-consolidated Market largely differentiating valuation of inventory on an apples to apples basis $FANG as a FC co. now has a more conservative B/S than SE cos like $PR as adjusted. Interesting disclosures in sector likely coming soon . Of course when was the last time that actual fundamentals mattered" [X Link](https://x.com/WAR527/status/1996291493343203362) 2025-12-03T18:52Z 9698 followers, XXX engagements "$INR reports 3Q25 results PR: Presentation: Highlights:" [X Link](https://x.com/WAR527/status/1987990730174791752) 2025-11-10T21:08Z 9694 followers, 1792 engagements "@Suicide95518428 @TomLoughrey_LFE @mailboxmoney6 @NiceQuarterGuys Slide decks evidently must now include "best in class" (or equivalents) at least once preferably much more. SMH at $DVN and $CTRA are in there and $OXY" [X Link](https://x.com/WAR527/status/1996620790817870120) 2025-12-04T16:41Z 9694 followers, XXX engagements "(1) The market doesn't trust $CTRA after the $COG debacle that was picked up (by @NextWaveEFT ) on even before $CTRA. How do you risk-adjust that with same mgt in place (as Kimmeridge has noted) (2) Comparison of PPE net book value ($17.8 B) to SE FNR/NPV0 ($18.3 B) or SEC10 ($12.6 B ) vs. IMV of $XX B@#26/sh. If they were a FC co. and/or normalizing all cos to FC basis as close to FMV they would have had a large impairment (and virtually no equity) (3) Reserve decline X yrs by XX% (4) Oil price declines since YE24' natty prices up. Net = (5) Franklin Mtn. deal impact (reserves NAV" [X Link](https://x.com/WAR527/status/1996640490775589067) 2025-12-04T17:59Z 9700 followers, XX engagements "ROCE is a top one for me but relying on published stats or mgt disclosures doesn't get you there because they only compute it for a X yr period in general. So they miss impairments which I think is necessary to arrive at the equivalent of a full-cycle return. I've got a full () XX yr chart of impairments for all companies I just finished that I can post (but not today). It's not the full ROCE but is useful in adjusting accounting book #s to long-term valuation metrics I think" [X Link](https://x.com/WAR527/status/1996691000157430058) 2025-12-04T21:20Z 9698 followers, XXX engagements "@ShaleTier7 "Sanchez sub" debt with a ring-fence" [X Link](https://x.com/WAR527/status/1996736828112814414) 2025-12-05T00:22Z 9699 followers, XXX engagements "Ascent Resources: US PE firm halts sale of gas driller after Abu Dhabi sovereign fund suit via @ft" [X Link](https://x.com/WAR527/status/1996794200927654299) 2025-12-05T04:10Z 9701 followers, 5038 engagements ""THE BEST PRODUCERS COULD MAKE PROFIT AT $XX A BARREL" True if cos. first take impairments to existing assets to write them down to price $XX first" [X Link](https://x.com/WAR527/status/1996975012973052122) 2025-12-05T16:08Z 9699 followers, 3880 engagements "I should have qualified the above to say "accounting profit." Taking previous impairments into account means that current accounting "profits" are actually only partial recoveries of previous accounting impairments/losses. Which reflect true economics. Few evidently" [X Link](https://x.com/WAR527/status/1996976810106695709) 2025-12-05T16:15Z 9701 followers, XXX engagements "@ZmansEnrgyBrain Correct. Not sure when "profitable" became such a misnomer but mgt statements about the non-cash nature of impairments continue to have an effect on investor perception. Impairments are not non-cash forever just deferred as to cash impact🙄" [X Link](https://x.com/WAR527/status/1996977984503534022) 2025-12-05T16:20Z 9696 followers, XX engagements "Prelim clip of past impairments taken by selected E&Ps which must be accounted for in some fashion for anyone creating metrics like ROIC ROE DD&A etc. NOT just a current year phenomenon. Otherwise where did the $X T in impairments get reflected NOTHING is forever non-cash More impairments to reflect more current valuations coming in YE25 disclosures IMO; NBV will still exceed FMVs in many cases IMO 😉" [X Link](https://x.com/WAR527/status/1996986714271756377) 2025-12-05T16:55Z 9699 followers, 1274 engagements "$NOG Announces $XXX Billion Joint Acquisition with $INR: Acquiring Premier Utica Upstream Assets" [X Link](https://x.com/WAR527/status/1998005449203863559) 2025-12-08T12:23Z 9699 followers, 2806 engagements "$AR to acquire HG sell Utica to $INR/ $NOG JV" [X Link](https://x.com/WAR527/status/1998006368809238638) 2025-12-08T12:26Z 9699 followers, XXX engagements "$MTDR reports 3Q25 results (WHY ON LINKEDIN) PR: Presentation: Highlights:" [X Link](https://x.com/WAR527/status/1983265305767117013) 2025-10-28T20:11Z 9698 followers, 3328 engagements "$CIVI vs. $SM X yr stock comparison (TSR period). Investors (-50%+)" [X Link](https://x.com/WAR527/status/1985436954821812620) 2025-11-03T20:00Z 9698 followers, 1814 engagements "$DEC reports 3Q25 results PR: Presentation: Highlights:" [X Link](https://x.com/WAR527/status/1985458809708368105) 2025-11-03T21:27Z 9698 followers, 1050 engagements "$CRGY reports 3Q25 results PR: Highlights:" [X Link](https://x.com/WAR527/status/1985460489137131967) 2025-11-03T21:34Z 9698 followers, 1448 engagements "$VTLE kept their streak going reporting a $XXX mm impairment (FC) for 3Q bringing their total to $X B YTD. Sets the table for their upcoming merger with $CRGY. Note: Several (SE) cos. have expected upcoming SEC values which would similarly cause impairments if they were FC cos. rendering their NBVs and many comparative stats virtually meaningless" [X Link](https://x.com/WAR527/status/1985470514526077150) 2025-11-03T22:13Z 9698 followers, 3088 engagements "$SM Eyes Asset Sales After Closing $8B $CIVI Merger" [X Link](https://x.com/WAR527/status/1985482419240387000) 2025-11-03T23:01Z 9698 followers, 4126 engagements "$CTRA: Kimmeridge Releases Letter to the Board Outlining Urgent Steps to Restore Governance and Unlock " [X Link](https://x.com/WAR527/status/1985727113417167180) 2025-11-04T15:13Z 9698 followers, 20.6K engagements "A bit surprised that with all the comments directed at PE $KKR has received something like $XXX mm in various fees since 2021 for managing $CRGY while S/Hs have lost XX% of their investment. Must be me though 🙄" [X Link](https://x.com/WAR527/status/1986629011515052434) 2025-11-07T02:57Z 9698 followers, 7829 engagements "Random asset rationalization thought of the day: $CTRA swaps Marcellus assets for $GPOR Anadarko + cash to balance" [X Link](https://x.com/WAR527/status/1987185130352374028) 2025-11-08T15:47Z 9698 followers, 2834 engagements "Beta leveraged E&Ps leading the downdraft today include the standards: $CRGY $VTLE $SM $CIVI . and $NOG $OVV. Investors: "We want you to do deals." Later: "No NOT THAT ONE"🙄" [X Link](https://x.com/WAR527/status/1988713905766518854) 2025-11-12T21:01Z 9698 followers, 1466 engagements "$DEC completes Canvas deal" [X Link](https://x.com/WAR527/status/1992981593083007450) 2025-11-24T15:40Z 9699 followers, 5357 engagements "$CRGY exchange offers for $VTLE debt due 29/30. Merger vote 12/12" [X Link](https://x.com/WAR527/status/1995516642538008938) 2025-12-01T15:33Z 9698 followers, 1128 engagements "Legado Capital Closes $DEC $400000000 Acquisition Financing ABS Transac" [X Link](https://x.com/WAR527/status/1996278459899752805) 2025-12-03T18:00Z 9698 followers, XXX engagements "Impact on reserves production cash flow for the total $CRGY Provides Update on Successful Non-Core Divestiture Program with Over $XXX Million Signed Year to Date -" [X Link](https://x.com/WAR527/status/1996349911982576004) 2025-12-03T22:44Z 9698 followers, 1828 engagements "Insider ownership You mean KKR the huge PE firm that bankrupted TXU and Samson in the 2010s What is their record since then and how does it compare to other cos Their ppl are all KKR employees and they can and do make other investments outside $CRGY (Spur etc.). There is a reason they trade at a discount. It is run primarily for the benefit of KKR not the public S/Hs. Insider ownership could actually be considered a negative given that . and the fact that anybody seeking to terminate the mgt agreement would have to pay KKR as much as $XXX mm in termination fees. etc. etc. No thanks. IMO only." [X Link](https://x.com/WAR527/status/1996611747713548792) 2025-12-04T16:05Z 9698 followers, XX engagements "@Jaded_PDP_HTX @FT Probably. "Sponsors" don't want to take the loss and liquidate assets without having a new fund going to earn fees for them. Will we see more like $CRGY which has a new fee structure for a public co as well" [X Link](https://x.com/WAR527/status/1996956820976325086) 2025-12-05T14:56Z 9698 followers, XXX engagements "@ShaleTier7 If you mean $KKR as manager of $CRGY you could be right" [X Link](https://x.com/WAR527/status/1997805759393120413) 2025-12-07T23:09Z 9698 followers, XXX engagements "$TTE Merges Its Upstream Business with NEO NEXT Creating the Largest Independent Oil and Gas Producer in the UK -" [X Link](https://x.com/WAR527/status/1997997949259784472) 2025-12-08T11:53Z 9699 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.]
@WAR527 RAWenergy
RAWenergy posts on X about $crgy, $ctra, $inr, $nog the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +52%
- X Year XXXXXXXXX +3.60%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXX +45%
- X Year XXXXX +24%
Followers: XXXXX #
- X Week XXXXX +0.20%
- X Month XXXXX +0.64%
- X Months XXXXX +5.20%
- X Year XXXXX +11%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXX% currencies XXXX% social networks XXXX% technology brands XXXX%
Social topic influence $crgy #1, $ctra #2, $inr #1, $nog #4, $civi #5, $sm #12, $dec #4, $vtle #2, debt 2.3%, gas XXX%
Top accounts mentioned or mentioned by @shaletier7 @suicide95518428 @ft @tomloughrey_lfe @jerseytough @campbe14425505 @mailboxmoney6 @nicequarterguys @teddygambino @zmansenrgybrain @davidramsdenwoo @tscgllc @crudegusher @divestmentpros @fauxright @manchesterutd81 @bowtiedfeline @tomloughreylfe @nextwaveeft @jadedpdphtx
Top assets mentioned Crescent Energy Company (CRGY) Coterra Energy Inc (CTRA) Inery (INR) Northern Oil and Gas, Inc. (NOG) Civitas Resources, Inc. (CIVI) SM Energy Company (SM) Decentr (DEC) KKR & Co, Inc. (KKR) Permian Resources Corporation Class A Common Stock (PR) FANG Token (FANG) Devon Energy Corp (DVN) Oxygen (OXY) Arweave (AR) Matador Resources, Co. (MTDR) Gulfport Energy Corporation (GPOR) Ovintiv, Inc. (OVV)
Top Social Posts
Top posts by engagements in the last XX hours
"$PR EV $XXXX B including Class C units + non-consolidated Market largely differentiating valuation of inventory on an apples to apples basis $FANG as a FC co. now has a more conservative B/S than SE cos like $PR as adjusted. Interesting disclosures in sector likely coming soon . Of course when was the last time that actual fundamentals mattered"
X Link 2025-12-03T18:52Z 9698 followers, XXX engagements
"$INR reports 3Q25 results PR: Presentation: Highlights:"
X Link 2025-11-10T21:08Z 9694 followers, 1792 engagements
"@Suicide95518428 @TomLoughrey_LFE @mailboxmoney6 @NiceQuarterGuys Slide decks evidently must now include "best in class" (or equivalents) at least once preferably much more. SMH at $DVN and $CTRA are in there and $OXY"
X Link 2025-12-04T16:41Z 9694 followers, XXX engagements
"(1) The market doesn't trust $CTRA after the $COG debacle that was picked up (by @NextWaveEFT ) on even before $CTRA. How do you risk-adjust that with same mgt in place (as Kimmeridge has noted) (2) Comparison of PPE net book value ($17.8 B) to SE FNR/NPV0 ($18.3 B) or SEC10 ($12.6 B ) vs. IMV of $XX B@#26/sh. If they were a FC co. and/or normalizing all cos to FC basis as close to FMV they would have had a large impairment (and virtually no equity) (3) Reserve decline X yrs by XX% (4) Oil price declines since YE24' natty prices up. Net = (5) Franklin Mtn. deal impact (reserves NAV"
X Link 2025-12-04T17:59Z 9700 followers, XX engagements
"ROCE is a top one for me but relying on published stats or mgt disclosures doesn't get you there because they only compute it for a X yr period in general. So they miss impairments which I think is necessary to arrive at the equivalent of a full-cycle return. I've got a full () XX yr chart of impairments for all companies I just finished that I can post (but not today). It's not the full ROCE but is useful in adjusting accounting book #s to long-term valuation metrics I think"
X Link 2025-12-04T21:20Z 9698 followers, XXX engagements
"@ShaleTier7 "Sanchez sub" debt with a ring-fence"
X Link 2025-12-05T00:22Z 9699 followers, XXX engagements
"Ascent Resources: US PE firm halts sale of gas driller after Abu Dhabi sovereign fund suit via @ft"
X Link 2025-12-05T04:10Z 9701 followers, 5038 engagements
""THE BEST PRODUCERS COULD MAKE PROFIT AT $XX A BARREL" True if cos. first take impairments to existing assets to write them down to price $XX first"
X Link 2025-12-05T16:08Z 9699 followers, 3880 engagements
"I should have qualified the above to say "accounting profit." Taking previous impairments into account means that current accounting "profits" are actually only partial recoveries of previous accounting impairments/losses. Which reflect true economics. Few evidently"
X Link 2025-12-05T16:15Z 9701 followers, XXX engagements
"@ZmansEnrgyBrain Correct. Not sure when "profitable" became such a misnomer but mgt statements about the non-cash nature of impairments continue to have an effect on investor perception. Impairments are not non-cash forever just deferred as to cash impact🙄"
X Link 2025-12-05T16:20Z 9696 followers, XX engagements
"Prelim clip of past impairments taken by selected E&Ps which must be accounted for in some fashion for anyone creating metrics like ROIC ROE DD&A etc. NOT just a current year phenomenon. Otherwise where did the $X T in impairments get reflected NOTHING is forever non-cash More impairments to reflect more current valuations coming in YE25 disclosures IMO; NBV will still exceed FMVs in many cases IMO 😉"
X Link 2025-12-05T16:55Z 9699 followers, 1274 engagements
"$NOG Announces $XXX Billion Joint Acquisition with $INR: Acquiring Premier Utica Upstream Assets"
X Link 2025-12-08T12:23Z 9699 followers, 2806 engagements
"$AR to acquire HG sell Utica to $INR/ $NOG JV"
X Link 2025-12-08T12:26Z 9699 followers, XXX engagements
"$MTDR reports 3Q25 results (WHY ON LINKEDIN) PR: Presentation: Highlights:"
X Link 2025-10-28T20:11Z 9698 followers, 3328 engagements
"$CIVI vs. $SM X yr stock comparison (TSR period). Investors (-50%+)"
X Link 2025-11-03T20:00Z 9698 followers, 1814 engagements
"$DEC reports 3Q25 results PR: Presentation: Highlights:"
X Link 2025-11-03T21:27Z 9698 followers, 1050 engagements
"$CRGY reports 3Q25 results PR: Highlights:"
X Link 2025-11-03T21:34Z 9698 followers, 1448 engagements
"$VTLE kept their streak going reporting a $XXX mm impairment (FC) for 3Q bringing their total to $X B YTD. Sets the table for their upcoming merger with $CRGY. Note: Several (SE) cos. have expected upcoming SEC values which would similarly cause impairments if they were FC cos. rendering their NBVs and many comparative stats virtually meaningless"
X Link 2025-11-03T22:13Z 9698 followers, 3088 engagements
"$SM Eyes Asset Sales After Closing $8B $CIVI Merger"
X Link 2025-11-03T23:01Z 9698 followers, 4126 engagements
"$CTRA: Kimmeridge Releases Letter to the Board Outlining Urgent Steps to Restore Governance and Unlock "
X Link 2025-11-04T15:13Z 9698 followers, 20.6K engagements
"A bit surprised that with all the comments directed at PE $KKR has received something like $XXX mm in various fees since 2021 for managing $CRGY while S/Hs have lost XX% of their investment. Must be me though 🙄"
X Link 2025-11-07T02:57Z 9698 followers, 7829 engagements
"Random asset rationalization thought of the day: $CTRA swaps Marcellus assets for $GPOR Anadarko + cash to balance"
X Link 2025-11-08T15:47Z 9698 followers, 2834 engagements
"Beta leveraged E&Ps leading the downdraft today include the standards: $CRGY $VTLE $SM $CIVI . and $NOG $OVV. Investors: "We want you to do deals." Later: "No NOT THAT ONE"🙄"
X Link 2025-11-12T21:01Z 9698 followers, 1466 engagements
"$DEC completes Canvas deal"
X Link 2025-11-24T15:40Z 9699 followers, 5357 engagements
"$CRGY exchange offers for $VTLE debt due 29/30. Merger vote 12/12"
X Link 2025-12-01T15:33Z 9698 followers, 1128 engagements
"Legado Capital Closes $DEC $400000000 Acquisition Financing ABS Transac"
X Link 2025-12-03T18:00Z 9698 followers, XXX engagements
"Impact on reserves production cash flow for the total $CRGY Provides Update on Successful Non-Core Divestiture Program with Over $XXX Million Signed Year to Date -"
X Link 2025-12-03T22:44Z 9698 followers, 1828 engagements
"Insider ownership You mean KKR the huge PE firm that bankrupted TXU and Samson in the 2010s What is their record since then and how does it compare to other cos Their ppl are all KKR employees and they can and do make other investments outside $CRGY (Spur etc.). There is a reason they trade at a discount. It is run primarily for the benefit of KKR not the public S/Hs. Insider ownership could actually be considered a negative given that . and the fact that anybody seeking to terminate the mgt agreement would have to pay KKR as much as $XXX mm in termination fees. etc. etc. No thanks. IMO only."
X Link 2025-12-04T16:05Z 9698 followers, XX engagements
"@Jaded_PDP_HTX @FT Probably. "Sponsors" don't want to take the loss and liquidate assets without having a new fund going to earn fees for them. Will we see more like $CRGY which has a new fee structure for a public co as well"
X Link 2025-12-05T14:56Z 9698 followers, XXX engagements
"@ShaleTier7 If you mean $KKR as manager of $CRGY you could be right"
X Link 2025-12-07T23:09Z 9698 followers, XXX engagements
"$TTE Merges Its Upstream Business with NEO NEXT Creating the Largest Independent Oil and Gas Producer in the UK -"
X Link 2025-12-08T11:53Z 9699 followers, XXX engagements