# ![@WAR527 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1264236569273212932.png) @WAR527 RAWenergy

RAWenergy posts on X about $fang, acquisition, debt, $xom the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1264236569273212932/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1264236569273212932/c:line/m:interactions.svg)

- [--] Week [------] -4.70%
- [--] Month [-------] +175%
- [--] Months [---------] +7.80%
- [--] Year [---------] +24%

### Mentions: [--] [#](/creator/twitter::1264236569273212932/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1264236569273212932/c:line/m:posts_active.svg)

- [--] Month [---] -43%
- [--] Months [---] +0.62%
- [--] Year [-----] +27%

### Followers: [-----] [#](/creator/twitter::1264236569273212932/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1264236569273212932/c:line/m:followers.svg)

- [--] Week [-----] +0.06%
- [--] Month [-----] +0.53%
- [--] Months [-----] +4.10%
- [--] Year [-----] +10%

### CreatorRank: [-------] [#](/creator/twitter::1264236569273212932/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1264236569273212932/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [nfl](/list/nfl)  [exchanges](/list/exchanges) 

**Social topic influence**
[$fang](/topic/$fang), [acquisition](/topic/acquisition), [debt](/topic/debt), [$xom](/topic/$xom) #119, [$crgy](/topic/$crgy), [$apa](/topic/$apa), [$civi](/topic/$civi) #3, [$cvx](/topic/$cvx), [$oxy](/topic/$oxy), [$dvn](/topic/$dvn) #13

**Top accounts mentioned or mentioned by**
[@ft](/creator/undefined) [@teddygambino](/creator/undefined) [@shedrills](/creator/undefined) [@zmansenrgybrain](/creator/undefined) [@greyhairopsguy](/creator/undefined) [@semyyc](/creator/undefined) [@energypeddler](/creator/undefined) [@pickeringenergy](/creator/undefined) [@roryjohnston](/creator/undefined) [@wsj](/creator/undefined) [@shaletier7](/creator/undefined) [@mailboxmoney6](/creator/undefined) [@robertclarkewm](/creator/undefined) [@tscgllc](/creator/undefined) [@nicequarterguys](/creator/undefined) [@fauxright](/creator/undefined) [@wtibull](/creator/undefined) [@campbe14425505](/creator/undefined) [@kvanthof](/creator/undefined) [@markets](/creator/undefined)

**Top assets mentioned**
[Diamondback Energy Inc (FANG)](/topic/$fang) [Exxon Mobil (XOM)](/topic/$xom) [Crescent Energy Company (CRGY)](/topic/$crgy) [APA Corp (US) (APA)](/topic/$apa) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Convex Finance (CVX)](/topic/$cvx) [Oxygen (OXY)](/topic/$oxy) [Devon Energy Corp (DVN)](/topic/$dvn) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [EQT, Corp. (EQT)](/topic/$eqt) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Copiosa Coin (COP2)](/topic/$cop) [Chesapeake Energy, Corp. (CHK)](/topic/$chk) [SM Energy Company (SM)](/topic/$sm) [Hess Corp. (HES)](/topic/$hes) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Range Resources, Corp. (RRC)](/topic/$rrc) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Comstock Resources, Inc. (CRK)](/topic/$crk) [Marathon Oil Corporation (MRO)](/topic/$mro) [California Resources Corporation (CRC)](/topic/$crc) [EOG Resources Inc (EOG)](/topic/$eog) [Cryptonex (CNX)](/topic/$cnx) [Northern Oil and Gas, Inc. (NOG)](/topic/$nog) [Pioneer Natural Resources Co (PXD)](/topic/$pxd) [Arweave (AR)](/topic/$ar) [Baytex Energy Corp. (BTE)](/topic/$bte) [Magnolia Oil & Gas Corporation Class A Common Stock (MGY)](/topic/$mgy) [Southwestern Energy, Co. (SWN)](/topic/$swn) [Berry Data (BRY)](/topic/$bry) [Diversified Energy Company plc (DEC)](/topic/$dec) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [BP p.l.c. (BP)](/topic/$bp) [Gulfport Energy Corporation (GPOR)](/topic/$gpor) [Murphy Oil Corp. (MUR)](/topic/$mur) [Windoge98 (EXE)](/topic/$exe) [ConocoPhillips (COP)](/topic/conocophillips) [Amplify Energy Corp. (AMPY)](/topic/$ampy) [Vine Energy Inc. (VEI)](/topic/$vei) [Stader (SD)](/topic/$sd) [Mach Natural Resources LP (MNR)](/topic/$mnr) [Black Stone Minerals, L.P. (BSM)](/topic/$bsm) [Enerplus Corporation (ERF)](/topic/$erf) [PDC Energy, Inc. (PDCE)](/topic/$pdce) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [REI Network (REI)](/topic/$rei) [Infinity Natural Resources, Inc (INR)](/topic/$inr) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [BKV Corp (BKV)](/topic/$bkv) [TotalEnergies SE (TTE)](/topic/$tte) [TXO Energy Partners, L.P. (TXO)](/topic/$txo) [National Fuel Gas Co. (NFG)](/topic/$nfg) [PolkaBridge (PBR)](/topic/$pbr) [Imperial Oil Limited (IMO)](/topic/$imo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"High Peak = Jack Hightower entities with production in Howard Cty. Most notably Hightower acquired Unocal's Permian Basin assets into Pure Resources later sold Pure back to Unocal at a nice profit https://www.highpeakenergy.com/ https://www.highpeakenergy.com/"  
[X Link](https://x.com/WAR527/status/1287761368679100417)  2020-07-27T14:46Z [----] followers, [--] engagements


"Hightower entities will continue to control 89% of $PACQ which will have an EV of $800 mm with little debt. Transaction OverView presentation may be slightly outdated . https://770ded67-8c1b-4e45-88b7-e276cb237e46.filesusr.com/ugd/61bacd_5d1d52fbe19d49b4a5278b995ab7f1ca.pdf https://770ded67-8c1b-4e45-88b7-e276cb237e46.filesusr.com/ugd/61bacd_5d1d52fbe19d49b4a5278b995ab7f1ca.pdf"  
[X Link](https://x.com/WAR527/status/1287764171086598146)  2020-07-27T14:57Z [----] followers, [--] engagements


"$CNX mgt. to former $CNXM investors and new targets https://www.youtube.com/watchv=-DT7bX-B1Mg https://www.youtube.com/watchv=-DT7bX-B1Mg"  
[X Link](https://x.com/WAR527/status/1313159368473534466)  2020-10-05T16:49Z [----] followers, [--] engagements


"Encap-backed Staghorn Petroleum buys assets from $RVRA for $13 mm after $RVRA took an $88 mm impairment in Q2"  
[X Link](https://x.com/WAR527/status/1313212121900093447)  2020-10-05T20:19Z [----] followers, [--] engagements


"Pretty cool list of private equity-backed E&P operators who have reportedly received PPP loans . have at it https://pestakeholder.org/ppp-loans-flow-to-energy-companies-backed-by-deep-pocketed-private-equity/ https://pestakeholder.org/ppp-loans-flow-to-energy-companies-backed-by-deep-pocketed-private-equity/"  
[X Link](https://x.com/WAR527/status/1313215602409050112)  2020-10-05T20:32Z [----] followers, [--] engagements


"Following up on my earlier comment $SPRQU (Spartan Acquisition II) downsizes its "energy transition" IPO from [--] mm units to $25 mm at $10/unit"  
[X Link](https://x.com/WAR527/status/1330909677492850688)  2020-11-23T16:22Z [----] followers, [--] engagements


"$LONEQ emerges from BK Nov. [--]. Previous equity was cancelled and new shares and wts issued to previous creditors. All fmr BOD members resigned and new directors are named. Frank Bracken continues as CEO under [--] yr. agt @ $525k/yr. https://www.sec.gov/Archives/edgar/data/1661920/000119312520305934/d19537d8k.htm https://www.sec.gov/Archives/edgar/data/1661920/000119312520305934/d19537d8k.htm"  
[X Link](https://x.com/WAR527/status/1333801463533867009)  2020-12-01T15:53Z [----] followers, [--] engagements


"Actually as I think about it with $OAS $WLL Bruin and others now "recapitalized" maybe I should set up a mtg for them and other Bakken operators to form a "mega-Bakken" co. Could involve the $QEP assets other private firms (Kraken) etc. My finders' fee would be flex"  
[X Link](https://x.com/WAR527/status/1341763158516641793)  2020-12-23T15:10Z [----] followers, [--] engagements


"The wheels keep turning . $CLR $EQNR $HES $XTO/ $XOM $EOG "non-core" or other asset contributions Slawson $NOG Nearly endless possibilities"  
[X Link](https://x.com/WAR527/status/1341774083348983808)  2020-12-23T15:54Z [----] followers, [--] engagements


"$APA down from $150 in [----] to $15 today. Solution Create new holding co. structure with APA Corp. as the parent Apache as one sub and Suriname and Dom Rep subs transferred to APA from Apache. Undoubtedly designed to "unlock future value" not shield APA or allow sale 😉"  
[X Link](https://x.com/WAR527/status/1346222796519706625)  2021-01-04T22:31Z [----] followers, [--] engagements


"$NGL 8-K: Missed the pr earlier; settlement with Extraction for $35 mm and modified rate with new acreage dedication. Also announced an expected impairment of $390 mm for intangibles and goodwill (approx 50% of total). In E&P goodwill = deferred impairment usually.😉"  
[X Link](https://x.com/WAR527/status/1351672473704660993)  2021-01-19T23:26Z [----] followers, [--] engagements


"$CVX submits non-binding proposal to acquire Noble Midstream ( $NBLX ) for $12.47/unit. At 9/30/30 $NBLX had [----] mm units O/S giving an indicated value of $1.1 B. $CVX already owns 69%. Debt is $1.2 B as well. /1 https://www.chevron.com/stories/chevron-announces-offer-to-acquire-noble-midstream-partners-lp https://www.chevron.com/stories/chevron-announces-offer-to-acquire-noble-midstream-partners-lp"  
[X Link](https://x.com/WAR527/status/1357717249432428544)  2021-02-05T15:46Z [----] followers, [--] engagements


"$PXD issues 8-K pre-announcing its derivative net income/(loss) existing positions and preliminary 4Q production. Important to note that in considering valuation derivatives on B/S must be reconciled with reserves and estimates of NAV adjusted. https://www.sec.gov/ixdoc=/Archives/edgar/data/1038357/000103835721000004/pxd-20210209.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1038357/000103835721000004/pxd-20210209.htm"  
[X Link](https://x.com/WAR527/status/1359201138000728064)  2021-02-09T18:02Z [----] followers, [--] engagements


"Next week's flood (of E&P earnings) in the middle of polar vortex: (1) Tues. Feb. 16- $CRK $CXO $CLR $DVN $OXY; (2) Wed. Feb. 17- $AR $BCEI $EQT $LPI $OVV $MRO $PXD $SM (3) Thurs. Feb. 18- $COG $REPYF (4) Fri. Feb. 19- $ERF"  
[X Link](https://x.com/WAR527/status/1360276381284896772)  2021-02-12T17:15Z [----] followers, [--] engagements


"A couple more Proxies today: CEO pay ratio CDEV 43X; OAS 53X $CDEV: $OAS: https://www.sec.gov/Archives/edgar/data/1486159/000148615921000021/a2021def14a.htm https://www.sec.gov/Archives/edgar/data/0001658566/000156459021014155/cdev-def14a_20210428.htm https://www.sec.gov/Archives/edgar/data/1486159/000148615921000021/a2021def14a.htm https://www.sec.gov/Archives/edgar/data/0001658566/000156459021014155/cdev-def14a_20210428.htm"  
[X Link](https://x.com/WAR527/status/1372696665715572736)  2021-03-18T23:49Z [----] followers, [--] engagements


"Among independent E&Ps earnings reports this week include (many of the gassies): Mon. 4/26 post- $RRC; Wed. 4/28 post- $AR $CLR $MTDR $OVV; Thurs. 4/29 pre- $CNX; post- $COG $SM $SWN"  
[X Link](https://x.com/WAR527/status/1386487228281413632)  2021-04-26T01:08Z [----] followers, [--] engagements


"I am sure that the announcement of the $XOM/ $HES Guyana results had nothing to do with the fact that both cos. report this week. 👇"  
[X Link](https://x.com/WAR527/status/1387184267269136384)  2021-04-27T23:17Z [----] followers, [--] engagements


"$REPYF: Repsol releases earnings. I enjoy reading reports from majors/integrateds from outside the US if only to get a sense of the speed of transition to lower-carbon ventures. https://www.repsol.com/en/press-room/press-releases/2021/repsol-posts-net-income-of-648-million-for-the-first-quarter-of-2021.cshtml https://www.repsol.com/en/press-room/press-releases/2021/repsol-posts-net-income-of-648-million-for-the-first-quarter-of-2021.cshtml"  
[X Link](https://x.com/WAR527/status/1387809558198898691)  2021-04-29T16:42Z [----] followers, [--] engagements


"Highest beta E&PS I show are $OAS $CDEV $SM $APA $AR $MTDR $LPI $WLL $OVV $LPI @RaisingTheBAR47"  
[X Link](https://x.com/WAR527/status/1389264181250121729)  2021-05-03T17:02Z [----] followers, [--] engagements


"$NFG National Fuel Gas reports. Its sub Seneca Resources has owned oil and gas assets in NW PA for many years and last year bough SWEPI's assets there for $500 mm. Presentation: https://www.sec.gov/Archives/edgar/data/70145/000119312521153407/d23921dex99.htm https://s1.q4cdn.com/329525430/files/doc_financials/2021/q2/NFG-3.31.2021-Earnings-Release-05062021-PDF.pdf https://www.sec.gov/Archives/edgar/data/70145/000119312521153407/d23921dex99.htm https://s1.q4cdn.com/329525430/files/doc_financials/2021/q2/NFG-3.31.2021-Earnings-Release-05062021-PDF.pdf"  
[X Link](https://x.com/WAR527/status/1390444134817746944)  2021-05-06T23:11Z [----] followers, [--] engagements


"Not to be outdone $COP touts its 'Triple Mandate' to outdo $EOG's 'Double Premium' locations https://static.conocophillips.com/files/resources/2021-market-update-06302021.pdf https://static.conocophillips.com/files/resources/2021-market-update-06302021.pdf"  
[X Link](https://x.com/WAR527/status/1412939387873210371)  2021-07-08T00:59Z [----] followers, [--] engagements


"$OVV reports AH today. Hedging:"  
[X Link](https://x.com/WAR527/status/1420062745374961667)  2021-07-27T16:45Z [----] followers, [--] engagements


"$HES reports a net loss of (-$73 mm) and another successful development well. The most interesting piece of the release apropos to recent discussions here on P&A obligations is the following statement below which is the primary source of the GAAP loss. /1"  
[X Link](https://x.com/WAR527/status/1420361725283557377)  2021-07-28T12:33Z [----] followers, [--] engagements


"$COG reports tomorrow bmo. $XEC has already disclosed expected derivative losses of (-$211 mm) and payments on settled derivatives of (-$86 mm).; $COG's hedge book is below which I believe is roughly 25% of projected volumes:"  
[X Link](https://x.com/WAR527/status/1420760524204216320)  2021-07-29T14:58Z [----] followers, [--] engagements


"$XEC reports tomorrow Aug. [--] ah. Guidance pre-$COG:"  
[X Link](https://x.com/WAR527/status/1422727764159893507)  2021-08-04T01:15Z [----] followers, [--] engagements


"90% of [----] nat gas production hedged at $2.76/mmbtu 67% of [----] hedged with floor of $2.69. [--] mos.- CFFO $108 mm OCF $132 mm net capex (-$144 mm) "FCF" $117 mm () "FCF yield" 10% (not allowed by SEC). Debt $655 mm ($159 mm RBL) borr base raised to $650 mm. /1"  
[X Link](https://x.com/WAR527/status/1424371067708219396)  2021-08-08T14:05Z [----] followers, [--] engagements


"$SD earnings coming soon: Guidance (no hedges)"  
[X Link](https://x.com/WAR527/status/1424378989188157446)  2021-08-08T14:36Z [----] followers, [--] engagements


"$CHK earnings amc Tues. Aug. [--]. Hedging:"  
[X Link](https://x.com/WAR527/status/1424380095523958786)  2021-08-08T14:40Z [----] followers, [--] engagements


"E&P stocks (not advice)- Top technicals: $SD $EQNR $DVN $CLR $MRO $PXD $AMPY $VEI $PDCE $MGY Bottom technicals: $CPE $HES $ESTE $LPI $MTDR $CNX $SBOW $WTI $RRC $EOG $OVV Do your own research. FIO"  
[X Link](https://x.com/WAR527/status/1426325606933880834)  2021-08-13T23:31Z [----] followers, [--] engagements


"I have a saying that I am pretty sure I picked up from an article or book somewhere along the line: "In investing as in war the end is near when they come for the generals." To me the E&P "generals" might include cos. like $COP $OXY $EOG $PXD $DVN and $FANG. So I keep /1"  
[X Link](https://x.com/WAR527/status/1429152324845510673)  2021-08-21T18:44Z [----] followers, [--] engagements


"E&P technicals: what a difference a week makes Swing traders have been amply rewarded by following stocks bouncing off lower technical readings.this wk Highest: $DVN $PVAC $SD $TALO $OVV $CRC $CPE $CLR $LPI $CDEV $BCEI/ $XOG Lowest: $BATL $CNX $HPK $CHK/ $VEI $COG/ $XEC $SWN"  
[X Link](https://x.com/WAR527/status/1431371682099380224)  2021-08-27T21:42Z [----] followers, [--] engagements


"E&P's top technical stocks: $CRK $COG/ $XEC $BCEI/ $XOG $RRC $LPI $CHK/ $VEI $GPOR $WLL $SBOW Bottom technicals: $BATL $MUR $CNX $CVX $MRO $XOM $RDS $BP $EOG $DVN $HES"  
[X Link](https://x.com/WAR527/status/1436459218035478530)  2021-09-10T22:39Z [----] followers, [--] engagements


"$PVAC presentation 9/10 outlines impact of $LONE acquisition. S/H mtg scheduled for Oct. [--] https://www.sec.gov/Archives/edgar/data/77159/000119312521269966/d152610d425.htm https://www.sec.gov/Archives/edgar/data/77159/000119312521269966/d152610d425.htm"  
[X Link](https://x.com/WAR527/status/1437391298948997120)  2021-09-13T12:22Z [----] followers, [--] engagements


"@JohnBConnallyJ1 Yes thanks. I used to rely on but they have scaled back on the regional hubs. Still the most quotes I know of. https://quotes.ino.com/exchanges/category.htmlc=energy http://ino.com https://quotes.ino.com/exchanges/category.htmlc=energy http://ino.com"  
[X Link](https://x.com/WAR527/status/1437416569508966404)  2021-09-13T14:03Z [----] followers, [--] engagements


"Oil hedging data for E&Ps 2H21 is below. #s on chart are proj volumes. As of 8/15; standalone #s only no Pro Forma for deals in progress. Cos. with oil production but no oil hedges incl $CVX $COP $CLR $HES $OXY $SD. US independents only. For info only; do research to confirm"  
[X Link](https://x.com/WAR527/status/1438902232842395652)  2021-09-17T16:26Z [----] followers, [--] engagements


"Top E&P technicals: $UNTC $LPI $CPE $WLL $COP $EOG $CLR $GPOR $MGY $XEC/ $COG Bottom: $AXAS $BATL $HPK $WTI $EQT $CVX $CNX $SBOW $CHK/ $VEI $SWN Note: Most bottom technicals are not overly weak just less strong"  
[X Link](https://x.com/WAR527/status/1438980614066221056)  2021-09-17T21:38Z [----] followers, [--] engagements


"Some notes on $PVAC/ $LONE:"  
[X Link](https://x.com/WAR527/status/1441032582926409731)  2021-09-23T13:31Z [----] followers, [--] engagements


"@Josh_Young_1 @darvinpin $RVRA"  
[X Link](https://x.com/WAR527/status/1443009202113363970)  2021-09-29T00:26Z [----] followers, [--] engagements


"Best way to celebrate (or mourn) $LONE closing with $PVAC next week https://lonestarbeer.com/ https://lonestarbeer.com/"  
[X Link](https://x.com/WAR527/status/1444043179825811458)  2021-10-01T20:54Z [----] followers, [--] engagements


"E&P top technicals (long list of strong stocks today): $MUR $NOG $LONE $PVAC $MTDR $CDEV $DVN $CPE $COP $ERF $RRC $FANG $PXD $BCEI/ $XOG E&P bottom technicals (not exactly weak just least strong): $AXAS $PDCE $CHK/ $VEI $EQT $APA $UNTC $GPOR"  
[X Link](https://x.com/WAR527/status/1444048522077253638)  2021-10-01T21:16Z [----] followers, [--] engagements


"A final look at #COG and $XEC trading histories as they go off the board:"  
[X Link](https://x.com/WAR527/status/1445063734981021707)  2021-10-04T16:30Z [----] followers, [--] engagements


"A near-final look at $PVAC and $LONE trading histories for the past year after both had emerged from BK. Mtg to approve merger scheduled for [--] am CGDT tomorrow Oct. 5"  
[X Link](https://x.com/WAR527/status/1445068921145548811)  2021-10-04T16:50Z [----] followers, [--] engagements


"@SheDrills "Gains are good""  
[X Link](https://x.com/WAR527/status/1445173808445411333)  2021-10-04T23:47Z [----] followers, [--] engagements


"Others probably remember this but I don't recall that Rocky Creek Resources a jv between Juniper Capital and Boomtown Oil was part of the $PVAC deal per 8-K filing today. https://www.rockycreekresources.com/ https://www.rockycreekresources.com/"  
[X Link](https://x.com/WAR527/status/1446321850699685888)  2021-10-08T03:49Z [----] followers, [--] engagements


"$APA (-$37 mm) derivative loss; very minor"  
[X Link](https://x.com/WAR527/status/1449139776561557504)  2021-10-15T22:27Z [----] followers, [--] engagements


"Some top E&P technicals: $RDS $EQNR $BCEI/ $XOG $APA $BP $WLL $CVX $OVV $PDCE $MGY Bottom E&P technicals: $CRK $LPI $TALO $GDP $SD $EQT $SWN $AMPY $CHK/ $VEI Overall cos' stock performance has weakened albeit after strong rallies for many"  
[X Link](https://x.com/WAR527/status/1449729150248525826)  2021-10-17T13:28Z [----] followers, [--] engagements


"$PVAC 8-K indirectly reports a deriv loss of (-$25 mm) as I read it a reduction in prices received of (-$10.95)/boe from $68.10 to $57.15. Projects leverage ratio of 1.0X in 1H22. Name changed to Ranger Oil and symbol to $ROCC for trading eff today https://www.rangeroil.com/news-media/press-releases/detail/368/ranger-oil-provides-third-quarter-2021-and-rebranding-update https://www.rangeroil.com/news-media/press-releases/detail/368/ranger-oil-provides-third-quarter-2021-and-rebranding-update"  
[X Link](https://x.com/WAR527/status/1450113057716383746)  2021-10-18T14:54Z [----] followers, [--] engagements


"Closing out $PVAC chapter with its chart post-BK"  
[X Link](https://x.com/WAR527/status/1450835226675064837)  2021-10-20T14:44Z [----] followers, [--] engagements


"4Q deals yet to close or coming: Civitas ( $BCEI/ $XOG/ Crestone (Oct. 29)); $CHK/ $VEI (Nov.1); IE Pubco ( $MCF/ Independence (KKR)); Chief; GeoSouthern; Gulfport; misc. non-core asset slough offs"  
[X Link](https://x.com/WAR527/status/1451381053982134272)  2021-10-22T02:53Z [----] followers, [--] engagements


"E&P top technicals: $CNX $OAS $BCEI/ $XOG $CVX $TPL $WTI $COP $EQNR $APA $MTDR . some slippage for now Bottom technicals: $GDP $ESTE $CPE $CHK/ $VEI $LPI $SD $SBOW $TALO $GPOR $SWN . also weaker for now"  
[X Link](https://x.com/WAR527/status/1451655148422541314)  2021-10-22T21:02Z [----] followers, [--] engagements


"@WillRayValentin @RaisingTheBAR47 @DowneastCapital $CPE will be helped at least in the short term by their Primexx deal which has not closed yet. Watching $CNX $CDEV and $LPI here in addition to the other [--] mentioned"  
[X Link](https://x.com/WAR527/status/1451921416593489921)  2021-10-23T14:40Z [----] followers, [--] engagements


"$CNX reports net loss of (-$873 mm) due to (-$1507 mm) in derivative losses. Details updated hedging through [----]. https://investors.cnx.com//media/Files/C/CNX-Resources-IR/events/q3-2021-earnings-results-and-supplemental-information-of-cnx-corporation.pdf https://investors.cnx.com//media/Files/C/CNX-Resources-IR/events/q3-2021-earnings-results-and-supplemental-information-of-cnx-corporation.pdf"  
[X Link](https://x.com/WAR527/status/1453708779095220228)  2021-10-28T13:02Z [----] followers, [--] engagements


"$DEC earnings report https://polaris.brighterir.com/public/diversified_gas_and_oil/news/rns/story/w1nz03x/export https://polaris.brighterir.com/public/diversified_gas_and_oil/news/rns/story/w1nz03x/export"  
[X Link](https://x.com/WAR527/status/1454083373111123970)  2021-10-29T13:51Z [----] followers, [--] engagements


"$XOG chart from IPO to BK to merger with $BCEI as part of new Civitas"  
[X Link](https://x.com/WAR527/status/1455904514536611840)  2021-11-03T14:27Z [----] followers, [--] engagements


"$SWN-- Southwestern Energy Announces Third Quarter [----] Results https://ir.swn.com/CorporateProfile/press-releases/news-details/2021/Southwestern-Energy-Announces-Third-Quarter-2021-Results/ https://ir.swn.com/CorporateProfile/press-releases/news-details/2021/Southwestern-Energy-Announces-Third-Quarter-2021-Results/"  
[X Link](https://x.com/WAR527/status/1455996949056958465)  2021-11-03T20:34Z [----] followers, [--] engagements


"$CIVI = $BCEI + $XOG + Crestone Peak. Stock now trading"  
[X Link](https://x.com/WAR527/status/1456023805743226887)  2021-11-03T22:21Z [----] followers, [--] engagements


"Ave inflation for the 1980s 5.8%; ave mortgage rates 10% as high as 16%"  
[X Link](https://x.com/WAR527/status/1458451434689765380)  2021-11-10T15:08Z [----] followers, [--] engagements


"@Damian_Roy To cos. I like from a fundamental standpoint purchased based on good technical setups . which can change quickly"  
[X Link](https://x.com/WAR527/status/1460674107788468230)  2021-11-16T18:20Z [----] followers, [--] engagements


"@Damian_Roy Cos. I like best so far which I will probably continue to trade around could include $DVN $MTDR $FANG $BCEI () $MRO $ERF and $OXY ()"  
[X Link](https://x.com/WAR527/status/1460675064110764041)  2021-11-16T18:24Z [----] followers, [--] engagements


"E&P stocks with strong technicals/stochastics: None. Seriously. Best of the weak: $EQT $OAS $WLL $SWN $CLR $ERF. All weak and weakening this week. The weakest of the weak this week: $TALO $MCF $ESTE $CRK $CRC $OXY $EOG $SM $CDEV $LPI $RRC $PXD. All extremely weak/oversold. /1"  
[X Link](https://x.com/WAR527/status/1461810339536850947)  2021-11-19T21:35Z [----] followers, [--] engagements


"$DVN the strongest E&P stock but technicals other than price have been weakening even for it as shown with trendlines. Hanging man into resistance is not positive but news flow is heavy and can impact. OPEC mtg + dozens of other major items in play"  
[X Link](https://x.com/WAR527/status/1464623325162975239)  2021-11-27T15:53Z [----] followers, [--] engagements


"Shell completes sale of its Permian business to ConocoPhillips https://prn.to/31eEuBt https://prn.to/31eEuBt"  
[X Link](https://x.com/WAR527/status/1466331947962187777)  2021-12-02T09:02Z [----] followers, [--] engagements


"E&P weakest technicals (after a very weak week. again): $GPOR $SD $SBOW $CRK $RRC $AR $CDEV $CNX $OVV $MCF $PDCE . praying for Santa E&P strongest technicals: None . but $ROCC $UNTC $CVX $CHK $FANG $DVN $ESTE $CRC $HES $OXY . best in a currently terrible neighborhood"  
[X Link](https://x.com/WAR527/status/1467528151572099077)  2021-12-05T16:15Z [----] followers, [--] engagements


"$SWN $1.15 B in sr notes due [----] priced at 4.75%"  
[X Link](https://x.com/WAR527/status/1468736683424333836)  2021-12-09T00:18Z [----] followers, [--] engagements


"@_sem_yyc @OfsExec In the US that is adding booked reserves moving them from undeveloped acreage/locations (or prob/poss) to proved. In Canada it may well not change 2P/3P reserves I agree"  
[X Link](https://x.com/WAR527/status/1476226622198005775)  2021-12-29T16:20Z [----] followers, [--] engagements


"$SWN: Southwestern Energy Completes Acquisition of GEP Haynesville https://ir.swn.com/CorporateProfile/press-releases/news-details/2021/Southwestern-Energy-Completes-Acquisition-of-GEP-Haynesville/default.aspx https://ir.swn.com/CorporateProfile/press-releases/news-details/2021/Southwestern-Energy-Completes-Acquisition-of-GEP-Haynesville/default.aspx"  
[X Link](https://x.com/WAR527/status/1477273738697752586)  2022-01-01T13:41Z [----] followers, [--] engagements


"$APA 8-K details mgt incentive metrics for performance shares"  
[X Link](https://x.com/WAR527/status/1479607683435180033)  2022-01-08T00:15Z [----] followers, [--] engagements


"$OAS files 8-K containing Pro Forma F/S relating to the impact of its merger of $OMP into $CELP https://www.sec.gov/Archives/edgar/data/1486159/000148615922000018/ex991-ompdivestitureprofor.htm https://www.sec.gov/Archives/edgar/data/1486159/000148615922000018/ex991-ompdivestitureprofor.htm"  
[X Link](https://x.com/WAR527/status/1510026077707673608)  2022-04-01T22:47Z [----] followers, [--] engagements


"$CNX [----] Guidance ahead of 1Q earnings tomorrow:"  
[X Link](https://x.com/WAR527/status/1519377208581795843)  2022-04-27T18:05Z [----] followers, [--] engagements


"E&P hedging guru:"  
[X Link](https://x.com/WAR527/status/1519785338528489475)  2022-04-28T21:07Z [----] followers, [--] engagements


"$EOG [----] Guidance ahead of 1Q reports"  
[X Link](https://x.com/WAR527/status/1522259772015325190)  2022-05-05T16:59Z [----] followers, [--] engagements


"$OVV: Ovintiv Reports First Quarter [----] Financial and Operating Results https://prn.to/399wq8F https://prn.to/399wq8F"  
[X Link](https://x.com/WAR527/status/1523777897143869440)  2022-05-09T21:32Z [----] followers, [--] engagements


"A short Balkan pictorial Vol. [--] (left to right top to bottom: (1) Rowing regatta outside our hotel near Rialto Bridge Venice; (2) Zadar Croatia; (3-4) Dubrovnik Croatia (no dragon sightings) /1"  
[X Link](https://x.com/WAR527/status/1540149160569077761)  2022-06-24T01:45Z [----] followers, [--] engagements


"@EnergyPeddler All E&P press releases must include the word "accretive." Although not being able to cobble together a full mgt team from the combined $BBG/ $HPR/ $XOG/ Crestone Peak mgt experience is somewhat odd. Ironically P. Johnson was brought on by Ultra to complete their mgt team / 1"  
[X Link](https://x.com/WAR527/status/1551749932230524936)  2022-07-26T02:03Z [----] followers, [--] engagements


"$CNX posing for pictures with $AR and $EQT"  
[X Link](https://x.com/WAR527/status/1552656434927529985)  2022-07-28T14:05Z [----] followers, [--] engagements


"$CTRA reports 2Q earnings"  
[X Link](https://x.com/WAR527/status/1554573955389865984)  2022-08-02T21:04Z [----] followers, [--] engagements


"$BRY reports earnings 2Q"  
[X Link](https://x.com/WAR527/status/1554831319737122817)  2022-08-03T14:07Z [----] followers, [--] engagements


"$APA reports 2Q earnings PR: Presentation: https://investor.apacorp.com/static-files/67c53e30-ce8d-4436-aa8e-56486c8f8070 https://investor.apacorp.com/static-files/490c11e4-6d1b-4008-908a-938c601c0c7d https://investor.apacorp.com/static-files/67c53e30-ce8d-4436-aa8e-56486c8f8070 https://investor.apacorp.com/static-files/490c11e4-6d1b-4008-908a-938c601c0c7d"  
[X Link](https://x.com/WAR527/status/1554947677716201473)  2022-08-03T21:49Z [----] followers, [--] engagements


"@RaisingTheBAR47 @bugsbunnyanon $EVEP $HK2 $UPL2 $XOG $BCEI $HPR $MEMP $PVAC $SWTF $SD $LINE/ $RVRA"  
[X Link](https://x.com/WAR527/status/1559346032382803969)  2022-08-16T01:07Z [----] followers, [--] engagements


"$CHK files for warrant/stock exchange to clean up post-BK cap structure https://www.sec.gov/Archives/edgar/data/895126/000110465922092603/tm2223559-1_sctoi.htm https://www.sec.gov/Archives/edgar/data/895126/000110465922092603/tm2223559-1_sctoi.htm"  
[X Link](https://x.com/WAR527/status/1560373657582673922)  2022-08-18T21:10Z [----] followers, [--] engagements


"@rachel_butt @TheTerminal @jendlouhyhc @DavidWethe Essentially same mgt as Fieldwood before BK. $HES may ultimately be the one on the hook ()"  
[X Link](https://x.com/WAR527/status/1570093782934200321)  2022-09-14T16:55Z [----] followers, [--] engagements


"Investors see U.S. oil between $80 and $100/bbl next year -survey https://www.reuters.com/markets/commodities/investors-see-us-oil-between-80-100bbl-next-year-survey-2022-09-19/ https://www.reuters.com/markets/commodities/investors-see-us-oil-between-80-100bbl-next-year-survey-2022-09-19/"  
[X Link](https://x.com/WAR527/status/1571971461014765569)  2022-09-19T21:16Z [----] followers, [--] engagements


"E&P earnings Trick or Treat this week: Mon. Oct [--] - amc $BSM $CIVI Tues. Nov. [--] - bmo $BP $WTI; amc $CHK $CRK $DVN $GPOR $MGY Wed. Nov. [--] - amc $APA $BRY $CRC $CPE $CLR $ESTE $MRO $PDCE $ROCC $SD $SBOW $TALO Thurs. Nov. [--] - bmo $COP $DEN $MUR; amc $CTRA $ERF $EOG $LPI $SM"  
[X Link](https://x.com/WAR527/status/1586895602587258880)  2022-10-31T01:39Z [----] followers, [--] engagements


"$APA reports 3Q results PR: Presentation: https://investor.apacorp.com/static-files/d95e3df0-6fae-4fda-8d3e-4d5fe7dd669a https://investor.apacorp.com/static-files/992855db-4a02-4cbd-abb3-79cdfb68d7dd https://investor.apacorp.com/static-files/d95e3df0-6fae-4fda-8d3e-4d5fe7dd669a https://investor.apacorp.com/static-files/992855db-4a02-4cbd-abb3-79cdfb68d7dd"  
[X Link](https://x.com/WAR527/status/1587908606745141248)  2022-11-02T20:44Z [----] followers, [--] engagements


"S-1 amc for BKV a sub of Banpu (Thailand); terms undisclosed. Co. owns [------] net acres producing [---] mmcfepd from the Barnett Shale having acquired the acreage from $DVN and $XOM within the past [--] yrs. Proved reserves [---] tcfe midstream and CCUS https://www.sec.gov/Archives/edgar/data/1838406/000110465922120237/tm2217921-9_drsa.htm https://www.sec.gov/Archives/edgar/data/1838406/000110465922120237/tm2217921-9_drsa.htm"  
[X Link](https://x.com/WAR527/status/1593769049460281344)  2022-11-19T00:52Z [----] followers, [--] engagements


"$COP/ Qatar LNG supply agreement for Germany (from North Field +) https://static.conocophillips.com/files/resources/final-nr-corp-qatarenergy-german-lng-supply-agreem.pdf https://static.conocophillips.com/files/resources/final-nr-corp-qatarenergy-german-lng-supply-agreem.pdf"  
[X Link](https://x.com/WAR527/status/1597583309772840966)  2022-11-29T13:28Z [----] followers, [--] engagements


"$CHK announces sale to Wildfire including more details than $1.425 B purchase price https://investors.chk.com/2023-01-18-CHESAPEAKE-ENERGY-CORPORATION-ANNOUNCES-SALE-OF-INITIAL-EAGLE-FORD-PACKAGE-FOR-1-425-BILLION https://investors.chk.com/2023-01-18-CHESAPEAKE-ENERGY-CORPORATION-ANNOUNCES-SALE-OF-INITIAL-EAGLE-FORD-PACKAGE-FOR-1-425-BILLION"  
[X Link](https://x.com/WAR527/status/1615847630466080771)  2023-01-18T23:04Z [----] followers, [----] engagements


"How much net cash did $CHK receive from its Brazos Valley assets while it owned them Anybody"  
[X Link](https://x.com/WAR527/status/1616118089048899595)  2023-01-19T16:59Z [----] followers, [----] engagements


"Well *&%$ I suppose I should be happy that $MTDR is able to do a deal to extend its runway but I would have preferred that they not use $1.6 B in cash to do it. Of course that will not hit their FCF #s since cash acquisitions are excluded 🙄I had hoped they would be 1/n"  
[X Link](https://x.com/WAR527/status/1617927127684493313)  2023-01-24T16:47Z [----] followers, 11.2K engagements


"$FLME (Flame Acquisition) founded by Jim Flores et al seeking to extend its SPAC deadline to complete its business combination with Sable Offshore. Original filing below https://www.sec.gov/Archives/edgar/data/1831481/000119312522311791/d377586dprer14a.htm#toc377586_8 https://www.sec.gov/Archives/edgar/data/1831481/000119312522311791/d377586dprer14a.htm#toc377586_8"  
[X Link](https://x.com/WAR527/status/1618833432045576193)  2023-01-27T04:49Z [----] followers, [----] engagements


"$MRO reports 4Q22/ FY22 Results. PR: Link to Presentation: Highlights: https://ir.marathonoil.com/ https://ir.marathonoil.com/2023-02-15-Marathon-Oil-Announces-2023-Capital-Budget-and-Reports-Fourth-Quarter-and-Full-Year-2022-Results https://ir.marathonoil.com/ https://ir.marathonoil.com/2023-02-15-Marathon-Oil-Announces-2023-Capital-Budget-and-Reports-Fourth-Quarter-and-Full-Year-2022-Results"  
[X Link](https://x.com/WAR527/status/1625977856177176590)  2023-02-15T21:58Z [----] followers, [----] engagements


"Are we having fun yet 🙄E&P earnings reports peak next week Tues. Feb. 21: $BSM $CHK $FANG $MTDR $TPL $VNOM $VTLE amc Wed. Feb. 22: $BRY bmo; $APA $CPE $CHRD $CIVI $CTRA $KRP $PR $PDCE $PXD $SM amc Thurs. Feb. 23: $DEN bmo; $CRC $ERF $EOG $NOG $REPX $SWN amc"  
[X Link](https://x.com/WAR527/status/1626964481979871235)  2023-02-18T15:18Z [----] followers, [----] engagements


"$FANG reports 4Q22/ FY22 results PR: Presentation: https://www.diamondbackenergy.com/static-files/3eeca7bb-494d-4057-84aa-706275f65608 https://www.diamondbackenergy.com/node/14791/pdf https://www.diamondbackenergy.com/static-files/3eeca7bb-494d-4057-84aa-706275f65608 https://www.diamondbackenergy.com/node/14791/pdf"  
[X Link](https://x.com/WAR527/status/1628139508125278208)  2023-02-21T21:08Z [----] followers, [----] engagements


"Chesapeake Energy Corp. $CHK is expected to announce the sale of oil assets to a division of U.K. chemical maker Ineos Group AG for $1.4 billion via @WSJ https://www.wsj.com/articles/chesapeake-to-sell-shale-oil-assets-to-chemical-maker-ineos-for-1-4-billion-d137b78ast=8vwwm212xe4pxba https://www.wsj.com/articles/chesapeake-to-sell-shale-oil-assets-to-chemical-maker-ineos-for-1-4-billion-d137b78ast=8vwwm212xe4pxba"  
[X Link](https://x.com/WAR527/status/1628140420365488129)  2023-02-21T21:11Z [----] followers, 16.1K engagements


"$APA reports 4Q22/ FY22 results PR: Presentation: Highlights: https://investor.apacorp.com/static-files/4f2afa18-087d-425a-80cd-9712d9d96076 https://investor.apacorp.com/static-files/c6ed9810-5865-4065-9ec1-5f128c0ef38c https://investor.apacorp.com/static-files/4f2afa18-087d-425a-80cd-9712d9d96076 https://investor.apacorp.com/static-files/c6ed9810-5865-4065-9ec1-5f128c0ef38c"  
[X Link](https://x.com/WAR527/status/1628528485684609026)  2023-02-22T22:53Z [----] followers, [----] engagements


"$EOG reports 4Q22/ FY22 results PR: Presentation: Highlights: https://s24.q4cdn.com/589393778/files/doc_financials/2022/q4/EOG_0223.pdf https://s24.q4cdn.com/589393778/files/doc_financials/2022/q4/4Q-2022-Earnings-Press-Release-with-Tables.pdf https://s24.q4cdn.com/589393778/files/doc_financials/2022/q4/EOG_0223.pdf https://s24.q4cdn.com/589393778/files/doc_financials/2022/q4/4Q-2022-Earnings-Press-Release-with-Tables.pdf"  
[X Link](https://x.com/WAR527/status/1628867592646541316)  2023-02-23T21:21Z [----] followers, [----] engagements


"Last gasp for E&P earnings next week mostly: Mon. Feb. 27: $OVV $OXY $RRC (ooohhh) amc Tues: Feb. 28: $TALO amc Wed. Feb. 29: $WTI bmo; $SBOW amc Remaining: $BATL $CRGY $REI $GRNT $SD"  
[X Link](https://x.com/WAR527/status/1629239505973571587)  2023-02-24T21:59Z [----] followers, [----] engagements


"$RRC reports 4Q22/ FY22 results no merger PR: Presentation: Highlights: https://ir.rangeresources.com/static-files/2152078e-b481-4302-ba7a-826ba33994a8 https://ir.rangeresources.com/static-files/028d3729-5317-4e3c-a278-6efb4399699a https://ir.rangeresources.com/static-files/2152078e-b481-4302-ba7a-826ba33994a8 https://ir.rangeresources.com/static-files/028d3729-5317-4e3c-a278-6efb4399699a"  
[X Link](https://x.com/WAR527/status/1630363288461615105)  2023-02-28T00:24Z [----] followers, [----] engagements


"$OVV reports 4Q22/ FY@@ results PR: https://investor.ovintiv.com/index.phps=43&item=246 https://investor.ovintiv.com/index.phps=43&item=246"  
[X Link](https://x.com/WAR527/status/1630365494808018950)  2023-02-28T00:33Z [----] followers, [----] engagements


"Exclusive: Canada's Baytex Energy nears $2.5 bln deal for U.S. peer Ranger Oil $ROCC-sources https://www.reuters.com/markets/deals/canadas-baytex-energy-nears-25-bln-deal-us-peer-ranger-oil-sources-2023-02-28/ http://BTE.TO https://www.reuters.com/markets/deals/canadas-baytex-energy-nears-25-bln-deal-us-peer-ranger-oil-sources-2023-02-28/ http://BTE.TO"  
[X Link](https://x.com/WAR527/status/1630434092507451393)  2023-02-28T05:05Z [----] followers, [----] engagements


"Stragglers left to report in US E&P as earnings szn winds down (est.): Mon. Mar. 6: $HPK Tues. Mar. 7: $WTI $CRGY Wed. Mar. 8: $BATL $ESTE $REPX $STR Wed. Mar. 15: $REI Anyone else wondering if $HPK will have found a Canadian suitor 😉"  
[X Link](https://x.com/WAR527/status/1631480910691328001)  2023-03-03T02:25Z [----] followers, [----] engagements


"@mailboxmoney6 So odd . $UNTC [----] 10-K https://dd7pmep5szm19.cloudfront.net/1987/0000798949-23-000015.pdf https://dd7pmep5szm19.cloudfront.net/1987/0000798949-23-000015.pdf"  
[X Link](https://x.com/WAR527/status/1636868126670290945)  2023-03-17T23:12Z [----] followers, [---] engagements


"Great day today $FANG BOD member retires and now all I have to do is wait for the call. I'm ready coach 😉🙄"  
[X Link](https://x.com/WAR527/status/1641641495106035717)  2023-03-31T03:20Z [----] followers, [----] engagements


"$MTDR upsized debt offering to $500 mm [--] 7/8% sr uns notes due [----] at 98.96%"  
[X Link](https://x.com/WAR527/status/1643011902480498693)  2023-04-03T22:05Z [----] followers, [----] engagements


"$APA provides supplemental info so investors and analysts can update their own estimates https://investor.apacorp.com/news-releases/news-release-details/apa-corporation-provides-first-quarter-2023-supplemental https://investor.apacorp.com/news-releases/news-release-details/apa-corporation-provides-first-quarter-2023-supplemental"  
[X Link](https://x.com/WAR527/status/1643965578896449537)  2023-04-06T13:15Z [----] followers, [----] engagements


"Thought for the day: If $MTDR and $HES don't generate any positive MOMO you can essentially write off all of E&P for now"  
[X Link](https://x.com/WAR527/status/1650952703458041856)  2023-04-25T19:59Z [----] followers, 10.5K engagements


"$CNX reports 1Q23 results Info: Presentation: https://investors.cnx.com//media/Files/C/CNX-Resources-IR/events/cnx-q1-2023-earnings-results-deck.pdf https://investors.cnx.com//media/Files/C/CNX-Resources-IR/events/q1-2023-earnings-results-and-supplemental-information-of-cnx-corporation.pdf https://investors.cnx.com//media/Files/C/CNX-Resources-IR/events/cnx-q1-2023-earnings-results-deck.pdf https://investors.cnx.com//media/Files/C/CNX-Resources-IR/events/q1-2023-earnings-results-and-supplemental-information-of-cnx-corporation.pdf"  
[X Link](https://x.com/WAR527/status/1651548667059351554)  2023-04-27T11:27Z [----] followers, [---] engagements


"I still think that $MTDR's new wellbore plat design may revolutionize the industry"  
[X Link](https://x.com/WAR527/status/1652081102930968578)  2023-04-28T22:43Z [----] followers, [----] engagements


"Weather report this week in E&P: Expecting a deluge of earnings Mon. May 1: $BSM $CRC $FANG $VNOM ah Tues. May 2: $BP $COP pm; $CHK $CRK $GPOR ah Wed. May 3: $BRY $MUR pm; $APA $BRY $CPE $CHRD $CIVI $DEN $ESTE $KRP $MGY $MRO $PDCE $ROCC $SBOW $TPL ah (cont)"  
[X Link](https://x.com/WAR527/status/1652696556338917378)  2023-04-30T15:28Z [----] followers, [----] engagements


"$CHK reports 1Q23 results PR: Highlights: Supplement: Tables: Presentation: https://investors.chk.com/image/1Q23_Financials_May2_2023.pdf https://investors.chk.com/image/CHK_1Q23_DataSupplement_May2_2023.pdf https://investors.chk.com/image/CHK_1Q23_Earnings_Highlights.pdf https://investors.chk.com/image/1Q23_Earnings_PressRelease_May2_2023.pdf https://investors.chk.com/image/1Q23_Financials_May2_2023.pdf https://investors.chk.com/image/CHK_1Q23_DataSupplement_May2_2023.pdf https://investors.chk.com/image/CHK_1Q23_Earnings_Highlights.pdf"  
[X Link](https://x.com/WAR527/status/1653494298476793860)  2023-05-02T20:18Z [----] followers, [----] engagements


"$COP reports 1Q23 results PR: Presentation: Supplement: Highlights: https://static.conocophillips.com/files/resources/1q23-supplemental-information.pdf https://static.conocophillips.com/files/resources/1q23-earnings-call-deck.pdf https://www.conocophillips.com/news-media/story/conocophillips-reports-first-quarter-2023-results-raises-full-year-production-guidance-midpoint-and-declares-quarterly-dividend-and-variable-return-of-cash-distribution/ https://static.conocophillips.com/files/resources/1q23-supplemental-information.pdf"  
[X Link](https://x.com/WAR527/status/1654100863940427778)  2023-05-04T12:29Z [----] followers, [----] engagements


"Energy investors: "We want more M&A" $OKE: "Ok here you go" $MMP investors: "Not THAT kind"🤮"  
[X Link](https://x.com/WAR527/status/1658485626092793859)  2023-05-16T14:52Z [----] followers, [----] engagements


"$OVV prices $2.3 B in notes as part of the acquisition of $4.275 B in portcos from EnCap: $600 mm in 5.65% sun due [----] $700 mm in 5.65% sun due [----] $600 mm in 6.25% sun due [----] $400 mm in 7.10% sun due 2053"  
[X Link](https://x.com/WAR527/status/1658613472056295424)  2023-05-16T23:20Z [----] followers, [--] engagements


"@natty2themoon Valid Q. I was surprised at a [--] yr note for $OVV as well"  
[X Link](https://x.com/WAR527/status/1658715238663958529)  2023-05-17T06:05Z [----] followers, [--] engagements


"$CVX to acquire $PDCE in all-stock deal for $6.3 B in stock and assumption of $900 mm in debt. Congrats to Bart B. and team http://investor.pdce.com/node/22356/pdf http://investor.pdce.com/node/22356/pdf"  
[X Link](https://x.com/WAR527/status/1660647482211160070)  2023-05-22T14:03Z [----] followers, 16.7K engagements


"Bad deal Nope. (1) Production is 30% crude oil 40% ng 30% ngls (so $7/boe is correct but potentially misleading); (2) reserves 50% PD with $5 B in future devt costs to convert to PD; (3) Bart B. has been with $PDCE since [----] and in DJB for 30+ yrs. so knows its value 1"  
[X Link](https://x.com/WAR527/status/1660655040569196550)  2023-05-22T14:33Z [----] followers, [----] engagements


"(4) $CVX paying 7X FCF high multiple given PUD capex; (5) $PDCE holders get all stock so can hold on for $CVX divvy and appreciation just as Noble Energy S/Hs did; (6) opex synergies unable to be attained as independent co etc. (7) true "bolt-on" deals in both DJB and Permian"  
[X Link](https://x.com/WAR527/status/1660656339624898563)  2023-05-22T14:38Z [----] followers, [----] engagements


"(8) potential $PDCE income taxes reduced value largely overlooked by investors; (9) E&Ps not undervalued due to (8) or less so; (10) not many cos. able to take on disparate DJB and Permian assets without cutting up co. (11+) etc"  
[X Link](https://x.com/WAR527/status/1660658471627288576)  2023-05-22T14:46Z [----] followers, [----] engagements


"Bolt-on for $CHRD asset rationalization for $XOM. $CHRD uses liquidity afforded by prior Ch. [--] to grow assets. Rig count declines due to longer laterals (see US rig count vs. lateral length drilled). Bakken still needs further consolidation"  
[X Link](https://x.com/WAR527/status/1660659735786340352)  2023-05-22T14:51Z [----] followers, [--] engagements


"Lowest performers in E&P today include : $CVX $XOM $EOG $SHEL $BP . "Don't you DARE try to buy your way out of this""  
[X Link](https://x.com/WAR527/status/1660742206402056206)  2023-05-22T20:19Z [----] followers, [----] engagements


"For die-hard legal doc aficionados: $CVX/ $PDCE merger agreement https://www.sec.gov/Archives/edgar/data/77877/000110465923063155/tm2316431d1_ex2-1.htm https://www.sec.gov/Archives/edgar/data/77877/000110465923063155/tm2316431d1_ex2-1.htm"  
[X Link](https://x.com/WAR527/status/1660744855222472718)  2023-05-22T20:30Z [----] followers, [----] engagements


"Investoors: "Hooray $CVX buys $PDCE for its Permian Basin assets. Let's bid up other Permian cos. $PR $SM $CPE $VTLE $MTDR $ESTE " Market: "Um $PDCE is 8% Permian 92% DJ Basin." "Hooray $CIVI $OXY ""  
[X Link](https://x.com/WAR527/status/1660792770762514432)  2023-05-22T23:40Z [----] followers, [----] engagements


"$FLME deal (Sable Offshore) founded by Jim Flores extended the date to close their initial business combination to Sept. [--] [----]. Co. has committed to buy Santa Ynez Field offshore Calif. from $XOM for $625 mm financed largely by $XOM. In connection with extension /1"  
[X Link](https://x.com/WAR527/status/1661771667004092416)  2023-05-25T16:30Z [----] followers, [----] engagements


"$CVX buying $PDCE for its Permian acreage 😂😂 From $CVX/ RBN"  
[X Link](https://x.com/WAR527/status/1662042182415527938)  2023-05-26T10:25Z [----] followers, 14.8K engagements


"Meanwhile $CVX/ $PDCE DJB overlap (92% of deal)"  
[X Link](https://x.com/WAR527/status/1662042641763016704)  2023-05-26T10:26Z [----] followers, [----] engagements


"@Landmannery Or the face that the deal has virtually nothing to do with WTX Kimmeridge took $PDCE to the cleaners on their deal and $PDCE basically stopped development shortly after acquisition. $CVX buying DJB assets with a smidge of WTX as a requirement of the deal for 10%"  
[X Link](https://x.com/WAR527/status/1662178048953729031)  2023-05-26T19:25Z [----] followers, [---] engagements


"$COP exercises preferential right to buy 50% of Surmont from Total for $3 B"  
[X Link](https://x.com/WAR527/status/1662179597440409603)  2023-05-26T19:31Z [----] followers, [--] engagements


"$ERES having been created by now-billionaire Terry Pegula (East Resources Buffalo Bills Buffalo Sabres) as a SPAC to invest in oil and gas (or any other industry) files 8-K noting it has regained compliance with NASDAQ for continued listing by filing a 10-Q. Co. has entered /1"  
[X Link](https://x.com/WAR527/status/1663188475951083520)  2023-05-29T14:20Z [----] followers, [----] engagements


"into a combination agreement with a Pegula affiliate Abacus Life. IPO was $345 mm and shareholders holding $248 mm in shares put them for redemption by $ERES to extend the time period for doing a deal. https://www.sec.gov/ixdoc=/Archives/edgar/data/1814287/000156459023007412/eresu-10q_20230331.htm#CONDENSED_BALANCE_SHEET https://www.sec.gov/ixdoc=/Archives/edgar/data/1814287/000156459023007412/eresu-10q_20230331.htm#CONDENSED_BALANCE_SHEET"  
[X Link](https://x.com/WAR527/status/1663189303696973824)  2023-05-29T14:23Z [----] followers, [----] engagements


"@Thepadre13 @Matt__Miller @RhettBennettFTW $BMAC ($282 mm IPO) and $TGR ($244 mm) still waiting on deals"  
[X Link](https://x.com/WAR527/status/1663193004054552578)  2023-05-29T14:38Z [----] followers, [---] engagements


"@Thepadre13 @Matt__Miller @RhettBennettFTW $TGR = Kimbell $BREZ proposing to merge with TV Ammo by Sept. [--]. $CENAQ now $VGAS after merging with Bluescape Clean Fuels"  
[X Link](https://x.com/WAR527/status/1663199549169565700)  2023-05-29T15:04Z [----] followers, [---] engagements


"$OVV andd $CRC being added to S&P indices June 20"  
[X Link](https://x.com/WAR527/status/1664755175234387969)  2023-06-02T22:05Z [----] followers, [----] engagements


"$KKR to convert [----] mm Class B shares of $CRGY into Class A shares and distribute them to certain institutional holders presumably to allow free transferability of same although no plans specified to do so now. Total share count unch. https://irpages2.eqs.com/websites/crescent/English/1140/press-release.htmlairportNewsID=8d1dd4cc-0f5c-4001-99ca-af35fe21d6ff https://irpages2.eqs.com/websites/crescent/English/1140/press-release.htmlairportNewsID=8d1dd4cc-0f5c-4001-99ca-af35fe21d6ff"  
[X Link](https://x.com/WAR527/status/1665871170216894469)  2023-06-06T00:00Z [----] followers, [----] engagements


"in cash the transaction will obviously be "accretive" on most yr. [--] metrics. Bidding was reportedly very active in the widely-marketed deal. Congrats to NGP which is seeking to raise new $$. 4/"  
[X Link](https://x.com/WAR527/status/1674130394852085846)  2023-06-28T18:59Z [----] followers, [--] engagements


"Note also that Kimmeridge PE controls $CIVI and $STR which likely offers smashco potential down the road since both are essentially SPVs (special purpose vehicles) for Kimmeridge. Just not today"  
[X Link](https://x.com/WAR527/status/1674166764626669570)  2023-06-28T21:23Z [----] followers, [---] engagements


"@TomLoughrey_LFE Have always thought that $DEC was the absolute bottom of the E&P food chain . I stand corrected"  
[X Link](https://x.com/WAR527/status/1674238790557212675)  2023-06-29T02:10Z [----] followers, [---] engagements


"A bit more M&A news: (1) $CNX agrees to sell $125 mm in Appalachian Basin to a 3rd party. The scariest part of the release is that "CNX intends to use the proceeds from the sale consistent with the Companys on-going capital allocation strategy." (2) $DEC agrees to sell /1"  
[X Link](https://x.com/WAR527/status/1674242696125247489)  2023-06-29T02:25Z [----] followers, [----] engagements


"@Landmannery @BuckQuivas @RiverOaksPrblms Just think how much that is per word in Pop's interviews"  
[X Link](https://x.com/WAR527/status/1677832964581867521)  2023-07-09T00:12Z [----] followers, [--] engagements


"Does the E&P sector really need a $10 mm IPO of a tiny Permian co founded by ex-$REI officers and sold by . ThinkEquity"  
[X Link](https://x.com/WAR527/status/1678124303718531073)  2023-07-10T00:19Z [----] followers, 14.6K engagements


"$APA provides prelimary info re 2Q. Is $1.20/mcf near expectations"  
[X Link](https://x.com/WAR527/status/1678552829298892800)  2023-07-11T02:13Z [----] followers, [----] engagements


"Not sure if this is the same co. founded/owned by DR Horton the homebuilder"  
[X Link](https://x.com/WAR527/status/1678757354257383425)  2023-07-11T21:41Z [----] followers, [----] engagements


"$FANG 8-K previews 2Q: $0.94/mcf unhedged $1.08 hedged. Likely not the last E&P to (pre)announce low (low) natty prices. Not a complete surprise but "  
[X Link](https://x.com/WAR527/status/1678775024105451521)  2023-07-11T16:40Z [----] followers, [----] engagements


"@NiceQuarterGuys @crudegusher So hard to choose. I always chuckle at $DVN and $CHK effectively writing off the same assets twice. once as a Full Cost co. and then again after a restatement to Successful Efforts"  
[X Link](https://x.com/WAR527/status/1678832218783772683)  2023-07-11T21:55Z [----] followers, [---] engagements


"@EnergyCredit1 @Teutoburg1 DRH got into the oil & gas biz 10-15 years ago like so many others: discovered they could strip off mineral rights before selling land to buyers in their residential developments 😉"  
[X Link](https://x.com/WAR527/status/1678862271240450050)  2023-07-11T20:22Z [----] followers, [---] engagements


"$XOM for $DEN continues trend of little/no premium M&A. $DEN is more so a player in CCS and EOR than E&P fits well with $XOM strategy and all-stock makes it very positive for $XOM"  
[X Link](https://x.com/WAR527/status/1679473497582579712)  2023-07-13T12:50Z [----] followers, [----] engagements


"$RRC 8-K details impact of derivatives for 2Q. $47 mm non-cash income + $76 mm settlement receipts"  
[X Link](https://x.com/WAR527/status/1679613151657209857)  2023-07-13T22:05Z [----] followers, [----] engagements


"@RobertLBurns61 Traditionally mostly valuation and Canadian markets are seen as pretty insular. But $BTE $OVV and CPPIB have shown US/Canada deals can be done"  
[X Link](https://x.com/WAR527/status/1679666340347379713)  2023-07-14T01:37Z [----] followers, [---] engagements


"The $XOM/ $DEN deal has me hyped up Who is next and will any deals be announced before Mon. pre-market Need to get some more before 2Q earnings start"  
[X Link](https://x.com/WAR527/status/1679916204754976768)  2023-07-14T18:10Z [----] followers, [--] engagements


"Twitter check it for me and let me know if there are errors (via DM). Biggest takeaway is that E&P cos are hedging WAY less than in previous years and deviating from their previous patterns of hedging. Like 20% for 2H [--] vs. 50% in prior years. Many cos have no oil hedges /2"  
[X Link](https://x.com/WAR527/status/1680036365713408000)  2023-07-15T02:07Z [----] followers, [----] engagements


"whatsoever and the same would go for [----] if I did a chart for that far out. One thing that is less apparent is that there are a couple of cos. $HES and $FANG that are hedged only by puts with no sold collars as is typical with costless collars. So they are truly just /3"  
[X Link](https://x.com/WAR527/status/1680037002496946177)  2023-07-15T02:10Z [----] followers, [----] engagements


"protecting the downside without giving away any of the upside. I will be working on the upside call option chart next and trying to finish both over the weekend or early next week . along with the natty charts. Remember that revised numbers will be available in a couple /4"  
[X Link](https://x.com/WAR527/status/1680037697623080961)  2023-07-15T02:12Z [----] followers, [----] engagements


"of weeks so I am less concerned about ensuring these numbers are absolutely correct. Lots of shifts going on in [----] Eyeballing the chart would say that overall cos. are hedging downside at $70 and hedging 50% when they hedge (20% overall). Or not "  
[X Link](https://x.com/WAR527/status/1680038480217362432)  2023-07-15T02:16Z [----] followers, [----] engagements


"Coming soon to an E&P report near you: (1) "Yes we generated FCF even though our debt went up significantly during the period;" and (2) "Yes our share count went up even though we repurchased shares." --News you can use"  
[X Link](https://x.com/WAR527/status/1681302592100651011)  2023-07-18T13:59Z [----] followers, [----] engagements


"Ready set report US E&Ps+ set to report this week (DYODD): Mon.July [--] -- amc $RRC Tues. July [--] -- amc $EQT $MTDR Wed. July [--] -- pm $HES; amc $AR Thurs. July [--] -- pm $CNX $REPYF $TTE; amc $BTE $OVV Fri. July [--] --pm $CVX $XOM"  
[X Link](https://x.com/WAR527/status/1682737723436683267)  2023-07-22T13:01Z [----] followers, [----] engagements


"OK WHO ISSUES A PRESS RELEASE ON A SUNDAY IN THE MIDDLE OF THE SUMMER $CVX that's who. IR Dept clearly got heatstroke. Beats reduced guidance; Permian production +11%"  
[X Link](https://x.com/WAR527/status/1683268316645797889)  2023-07-24T00:36Z [----] followers, 16.4K engagements


"@natty2themoon Never know. $PDCE deal is set to close in August. Maybe buy $CIVI to further consolidate DJ Or just distance themselves to avoid the negative $XOM report on Friday"  
[X Link](https://x.com/WAR527/status/1683272800402919426)  2023-07-24T00:28Z [----] followers, [---] engagements


"$RRC $EQT $AR $CNX gassies this week with + $RRC/ - $EQT the winning pair trade YTD. Posting again in case they all decide to report early a la $CVX 😉"  
[X Link](https://x.com/WAR527/status/1683552650514530306)  2023-07-24T19:00Z [----] followers, [----] engagements


"$RRC drilled less densely in initial efforts then got stopped from infill by disastrous Memorial Deal/ debt. After seeing capex slashed it paid down debt and has more runway than many who kept drilling. All E&Ps are hoping they can see earnings -(50%) and move up like $CVX"  
[X Link](https://x.com/WAR527/status/1683553734725451777)  2023-07-24T19:04Z [----] followers, [----] engagements


"For those looking at a $RRC takeout (see $DNR) the most important figures are:"  
[X Link](https://x.com/WAR527/status/1683571842202705921)  2023-07-24T20:16Z [----] followers, [----] engagements


"$RRC reports 2Q results"  
[X Link](https://x.com/WAR527/status/1683576519858221056)  2023-07-24T20:34Z [----] followers, 23.3K engagements


"$RRC Presentation:"  
[X Link](https://x.com/WAR527/status/1683576774599352320)  2023-07-24T20:35Z [----] followers, [----] engagements


"Why does that matter Well investors don't own the business entity (which is what mgt often focuses on) we own pieces of paper/digital info representing a proportionate holding of shares of the company. Just because a co. adds assets is less important than how that affects 2/"  
[X Link](https://x.com/WAR527/status/1683809304573247488)  2023-07-25T11:59Z [----] followers, [--] engagements


"our position as shareholders; i.e. how do metrics ( production revenues cash flow debt) change PER SHARE. Today we will see two examples of acquisitive cos. for '23 report: $MTDR and $EQT. $MTDR's growth has been slowing in recent years but they just bought a co. 3/n"  
[X Link](https://x.com/WAR527/status/1683810200438939648)  2023-07-25T12:03Z [----] followers, [--] engagements


"will impact $EQT. Among other impacts debt will increase from $5 B (per 1Q) to $7+ B and shares issued from [---] mm to [---] mm (+15%). So strictly from an individual shareholder's standpoint to be "accretive" relative to shares issued metrics need to improve by 15% and 6/n"  
[X Link](https://x.com/WAR527/status/1683816953465405442)  2023-07-25T12:30Z [----] followers, [--] engagements


"debt needs to be considered in some manner (i.e. debt/share). Lots of metrics to play with. Both $MTDR and $EQT have filed documents with the SEC that include their estimates of Pro Forma impacts and their Presentations do briefly as well. Rather than get into the details 7/n"  
[X Link](https://x.com/WAR527/status/1683817722163916803)  2023-07-25T12:33Z [----] followers, [--] engagements


"here links to the 8-K documents appear below: $MTDR 8-K: Advance Presentation: $EQT 8-K: Now we'll see how well mgts. explain the impact of the deals and maybe just as importantly how media and 8/n"  
[X Link](https://x.com/WAR527/status/1683819125515116546)  2023-07-25T12:38Z [----] followers, [--] engagements


"others do as well. $MTDR and $EQT are not isolated instances as many SMID-cap cos have made acquisitions during '23"  
[X Link](https://x.com/WAR527/status/1683819404147015680)  2023-07-25T12:40Z [----] followers, [--] engagements


"$MTDR releases 2Q results"  
[X Link](https://x.com/WAR527/status/1683936021757718528)  2023-07-25T20:23Z [----] followers, [----] engagements


"$MTDR Presentation: Increases production guidance decreases capex (ignoring $1.6 B in cash paid for acquisition). 1.0x EBITDA/ Debt forecast"  
[X Link](https://x.com/WAR527/status/1683937406402150401)  2023-07-25T20:28Z [----] followers, [--] engagements


"$EQT reports 2Q results"  
[X Link](https://x.com/WAR527/status/1683938426062622720)  2023-07-25T20:33Z [----] followers, [----] engagements


"$EQT PR: Presentation:"  
[X Link](https://x.com/WAR527/status/1683939466183077889)  2023-07-25T20:37Z [----] followers, [--] engagements


"$HES reports 2Q results. Beats and ups guidance thanks to performance in Bakken and Guyana. PR: https://investors.hess.com/static-files/46fa21a8-8bd7-4179-8fcb-c535e83bea36 https://investors.hess.com/static-files/46fa21a8-8bd7-4179-8fcb-c535e83bea36"  
[X Link](https://x.com/WAR527/status/1684185718325739521)  2023-07-26T12:55Z [----] followers, [----] engagements


"$HES and $XOM's futures are tied at the hip by Guyana; probably the highest probability match in E&P depending only on timing (IMO). Few if any things to criticize in the report; ultimate value is the big unknown"  
[X Link](https://x.com/WAR527/status/1684186931649736706)  2023-07-26T13:00Z [----] followers, [----] engagements


"$RRC and $EQT results less than impressive; lowers expectations for the remainder of gassy names . but technicals could be constructive. Eyes turn towards winter storage. $AR report will "highlight" one of my biggest pet peeves; the interplay of debt reduction divs 1/n"  
[X Link](https://x.com/WAR527/status/1684192890669465600)  2023-07-26T13:24Z [----] followers, 11.4K engagements


"$AR Highlights:"  
[X Link](https://x.com/WAR527/status/1684298752037715968)  2023-07-26T20:24Z [----] followers, [--] engagements


"$AR (-$212 mm) FCF before w/c. (-$84 mm) net income. Show seems similar to $AR and $EQT for 2Q"  
[X Link](https://x.com/WAR527/status/1684300180919574528)  2023-07-26T20:30Z [----] followers, [--] engagements


"$BTE reports 2Q results tomorrow. It closed on a $2.5 B acquisition of $ROCC in late June so its 2Q results will only include a few days of actual results. $BTE filed a prospectus/proxy that has Pro Forma info about the combined co. though. The I/S and adjustments are on 1/n"  
[X Link](https://x.com/WAR527/status/1684347827629985793)  2023-07-26T23:39Z [----] followers, [----] engagements


"$OVV reports 2Q23 results tomorrow. Like $BAE it closed a significant acquisition in June buying [--] EnCap Permian portcos for $4.275 B. Consideration was $3.125 B in cash (50% of PF) and [----] mm $OVV shares ( 12% of PF). A summary including some PF info and guidance is 1/n"  
[X Link](https://x.com/WAR527/status/1684353708484702209)  2023-07-27T00:03Z [----] followers, [--] engagements


"included below. The cash component will obviously play a bigger component of an increases in metrics with the smaller equity component making the deal accretive on per share metrics. The PF info $OVV is contained in the 8-K it filed which contains one of the more 2/n"  
[X Link](https://x.com/WAR527/status/1684355517697740803)  2023-07-27T00:10Z [----] followers, [--] engagements


"$CNX reports 2Q23 results. Presentation: Stats: Highlights: https://investors.cnx.com//media/Files/C/CNX-Resources-IR/events/q2-2023-earnings-results-and-supplemental-information-of-cnx-corporation.pdf https://investors.cnx.com//media/Files/C/CNX-Resources-IR/events/q2-2023-earnings-results-and-supplemental-information-of-cnx-corporation.pdf https://investors.cnx.com//media/Files/C/CNX-Resources-IR/events/q2-2023-earnings-results-and-supplemental-information-of-cnx-corporation.pdf"  
[X Link](https://x.com/WAR527/status/1684520531817635840)  2023-07-27T11:06Z [----] followers, [----] engagements


"@GreyHairOpsGuy @pickeringenergy $RRC could be similar with Ventura retiring. After seeing results from App producers there could definitely be some consolidation there"  
[X Link](https://x.com/WAR527/status/1684630164255264768)  2023-07-27T18:21Z [----] followers, [---] engagements


"Brushing up on my Canadian for the $BTE and $OVV reports ah"  
[X Link](https://x.com/WAR527/status/1684654478534803465)  2023-07-27T19:58Z [----] followers, [----] engagements


"$OVV reports 2Q23 results. PR: Highlights: https://mma.prnewswire.com/media/2164294/Ovintiv_Inc__Ovintiv_Reports_Second_Quarter_2023_Financial_and_O.pdfp=original https://mma.prnewswire.com/media/2164294/Ovintiv_Inc__Ovintiv_Reports_Second_Quarter_2023_Financial_and_O.pdfp=original"  
[X Link](https://x.com/WAR527/status/1684670858629873664)  2023-07-27T21:03Z [----] followers, [----] engagements


"GINORMOUS week for E&P earnings: Mon. July [--] - am $BSM $CRC $CRK $FANG $VTS Tues. Aug. [--] - pm $BP; am $CHK $DVN $GPOR $MGY $PXD $WTI Wed. Aug. [--] - pm $BRY $KRP; am $APA $BRY $CHRD $CIVI $CPE $ESTE $MRO $NOG $OXY $PR $SM $TPL 1/2"  
[X Link](https://x.com/WAR527/status/1685080156736573440)  2023-07-29T00:09Z [----] followers, 11.8K engagements


"Thurs. Aug. [--] - pm $COP $MUR $PBF; $EOG $ESTE $REI $SBOW $SWN DYODD on dates/times"  
[X Link](https://x.com/WAR527/status/1685080865192239105)  2023-07-29T00:12Z [----] followers, [----] engagements


"Several more E&Ps with acquisitions activity in [----]. So far cos like $BAE have benefited from large projected revenue increases irrespective of how obtained so we will see if that trend continues. First up is $FANG which acquired Firebird for $1.66 B in late [----] 1/n"  
[X Link](https://x.com/WAR527/status/1685774670581116929)  2023-07-30T22:09Z [----] followers, [----] engagements


"consisting of $787 mm in cash and [----] mm shares of stock (@ $148.02) for $876 mm. Then in Jan. [----] it acquired Lario for $1.45 B consisting of $814 mm in cash and [----] mm shares of stock (@ $146.12) for $633 mm. So $3.1 B for the two deals combined $1.6 B in cash and 2/n"  
[X Link](https://x.com/WAR527/status/1685776324642607104)  2023-07-31T03:21Z [----] followers, [---] engagements


"$1.45 B in stock (@ $147/sh). I could not find any detailed pro formas including those transactions in [----] likely because they were not material to $FANG. Structuring those deals at roughly 50/50 debt/equity allows them to be accretive on most metrics for [----] and [----] 3/n"  
[X Link](https://x.com/WAR527/status/1685777433939611648)  2023-07-31T03:21Z [----] followers, [---] engagements


"according to $FANG. Most cos. I would point out only discuss year [--] results (i.e. 2023) something that ignores what happens especially with high decline/shale properties in [----] and beyond. $FANG issued [--] mm shares in those deals including [---] mm in [----]. 4/n"  
[X Link](https://x.com/WAR527/status/1685779173187489793)  2023-07-30T22:27Z [----] followers, [----] engagements


"Interestingly $FANG repurchased [---] mm shares through 1Q23 for $332 mm ($131/sh) netting a "profit" of $16/share ($40 mm) likely using cash flow from the [--] acquisitions to do so. $FANG also made cash acquisitions for $880 mm and paid dividends of $542 mm. We'll see how 5/n"  
[X Link](https://x.com/WAR527/status/1685781581770702848)  2023-07-31T03:21Z [----] followers, [----] engagements


"@KrjKevin Before or after $PXD gets bought by $XOM"  
[X Link](https://x.com/WAR527/status/1685794579365183488)  2023-07-30T23:49Z [----] followers, [--] engagements


"$FANG reports 2Q23 results PR: Highlights: https://www.diamondbackenergy.com/node/15041/pdf https://www.diamondbackenergy.com/node/15041/pdf"  
[X Link](https://x.com/WAR527/status/1686105582242070529)  2023-07-31T20:04Z [----] followers, [----] engagements


"$FANG Presentation:"  
[X Link](https://x.com/WAR527/status/1686110135041589248)  2023-07-31T20:22Z [----] followers, [---] engagements


"Letter from $FANG to S/H (taking the place of introductory remarks on cc):"  
[X Link](https://x.com/WAR527/status/1686111096342544385)  2023-07-31T20:26Z [----] followers, [----] engagements


"$FANG and $CRK results from yesterday"  
[X Link](https://x.com/WAR527/status/1686430185141260294)  2023-08-01T17:34Z [----] followers, [----] engagements


"$CHK reports 2Q23 results PR: Presentation: Highlights: https://investors.chk.com/image/CHK_2Q23_Earnings_Highlights_vF.pdf https://www.sec.gov/Archives/edgar/data/895126/000089512623000101/chk-ex_991x20230630x8kxpr.htm https://investors.chk.com/image/CHK_2Q23_Earnings_Highlights_vF.pdf https://www.sec.gov/Archives/edgar/data/895126/000089512623000101/chk-ex_991x20230630x8kxpr.htm"  
[X Link](https://x.com/WAR527/status/1686470708136648710)  2023-08-01T20:15Z [----] followers, [----] engagements


"$DVN reports 2Q23 results PR: Presentation: Highlights: https://s2.q4cdn.com/462548525/files/doc_financials/quarterly/2023/q2/Q2-2023-DVN-Earnings-Presentation.pdf https://s2.q4cdn.com/462548525/files/doc_financials/quarterly/2023/q2/Q2-2023-DVN-Earnings-Release.pdf https://s2.q4cdn.com/462548525/files/doc_financials/quarterly/2023/q2/Q2-2023-DVN-Earnings-Presentation.pdf https://s2.q4cdn.com/462548525/files/doc_financials/quarterly/2023/q2/Q2-2023-DVN-Earnings-Release.pdf"  
[X Link](https://x.com/WAR527/status/1686471874761347072)  2023-08-01T20:20Z [----] followers, [----] engagements


"$PXD reports 2Q23 results PR: Presentation: Highlights: https://investors.pxd.com/static-files/f55727b9-fe73-49cc-b43d-cf2f7f4b105a https://investors.pxd.com/node/28611/pdf https://investors.pxd.com/static-files/f55727b9-fe73-49cc-b43d-cf2f7f4b105a https://investors.pxd.com/node/28611/pdf"  
[X Link](https://x.com/WAR527/status/1686473600935579648)  2023-08-01T20:26Z [----] followers, [----] engagements


"$PXD dividend reduced by (-45%)"  
[X Link](https://x.com/WAR527/status/1686564556103897089)  2023-08-02T02:28Z [----] followers, [----] engagements


"$KRP Announces $455 Million Accretive Acquisition https://prn.to/3OEIXD5 https://prn.to/3OEIXD5"  
[X Link](https://x.com/WAR527/status/1686830860819963906)  2023-08-02T20:06Z [----] followers, [----] engagements

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