[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 $sm, $civi, $fang, $dec the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1264236569273212932/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +60% - X Months XXXXXXXXX +46% - X Year XXXXXXXXX -X% ### Mentions: XX [#](/creator/twitter::1264236569273212932/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +25% - X Year XXXXX +25% ### Followers: XXXXX [#](/creator/twitter::1264236569273212932/followers)  - X Week XXXXX +0.36% - X Month XXXXX +1.20% - X Months XXXXX +5.60% - X Year XXXXX +10% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1264236569273212932/influencer_rank)  ### Social Influence [#](/creator/twitter::1264236569273212932/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$sm](/topic/$sm) #5, [$civi](/topic/$civi) #2, [$fang](/topic/$fang) 1.34%, [$dec](/topic/$dec) #3, [$crgy](/topic/$crgy) #1, [$oxy](/topic/$oxy) #38, [$vtle](/topic/$vtle) #1, [$rrc](/topic/$rrc) #5, [$crk](/topic/$crk) #72, [$vnom](/topic/$vnom) #4 **Top accounts mentioned or mentioned by** [@teddygambino](/creator/undefined) [@bigideascapital](/creator/undefined) [@fauxright](/creator/undefined) [@ft](/creator/undefined) [@campbe14425505](/creator/undefined) [@manchesterutd81](/creator/undefined) [@suicide95518428](/creator/undefined) [@traderscom](/creator/undefined) [@oilandenergy](/creator/undefined) [@zmansenrgybrain](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@shaletier7](/creator/undefined) [@andupstream](/creator/undefined) [@tbhrvey](/creator/undefined) [@baronepetrolio](/creator/undefined) [@rakoraja](/creator/undefined) [@rbl1973](/creator/undefined) [@fatherdigs](/creator/undefined) [@djoilguy](/creator/undefined) [@marketwirenews](/creator/undefined) **Top assets mentioned** [SM Energy Company (SM)](/topic/$sm) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [FANG Token (FANG)](/topic/$fang) [Decentr (DEC)](/topic/$dec) [Crescent Energy Company (CRGY)](/topic/$crgy) [Oxygen (OXY)](/topic/$oxy) [Range Resources, Corp. (RRC)](/topic/$rrc) [Comstock Resources, Inc. (CRK)](/topic/$crk) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [EQT, Corp. (EQT)](/topic/$eqt) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [Baytex Energy Corp. (BTE)](/topic/$bte) [California Resources Corporation (CRC)](/topic/$crc) [Murphy Oil Corp. (MUR)](/topic/$mur) [Devon Energy Corp (DVN)](/topic/$dvn) [APA Corp (US) (APA)](/topic/$apa) [EOG Resources Inc (EOG)](/topic/$eog) [Exxon Mobil (XOM)](/topic/$xom) [Cryptonex (CNX)](/topic/$cnx) [Windoge98 (EXE)](/topic/$exe) [Arweave (AR)](/topic/$ar) [Magnolia Oil & Gas Corporation Class A Common Stock (MGY)](/topic/$mgy) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Schlumberger NV (SLB)](/topic/$slb) [Black Stone Minerals, L.P. (BSM)](/topic/$bsm) [BP p.l.c. (BP)](/topic/$bp) [Gulfport Energy Corporation (GPOR)](/topic/$gpor) [Suncor Energy, Inc. (SU)](/topic/$su) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Berry Data (BRY)](/topic/$bry) [Copiosa Coin (COP2)](/topic/$cop) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [PolkaBridge (PBR)](/topic/$pbr) [REI Network (REI)](/topic/$rei) [Diamondback Energy Inc (FANG)](/topic/diamondback-energy-inc) [Northern Oil and Gas, Inc. (NOG)](/topic/$nog) [Convex Finance (CVX)](/topic/$cvx) [Hess Corp. (HES)](/topic/$hes) [Sable Offshore Corp. (SOC)](/topic/$soc) [Western Midstream Partners, LP. (WES)](/topic/$wes) ### Top Social Posts [#](/creator/twitter::1264236569273212932/posts) --- Top posts by engagements in the last XX hours "YTD charts for $EQT $RRC $CNX $CRK $EXE $AR $MGY. Interesting symmetry in 1Q25" [X Link](https://x.com/WAR527/status/1948037718547587316) [@WAR527](/creator/x/WAR527) 2025-07-23T15:09Z 9568 followers, 1789 engagements "As if on cue from $RRC transcript: "We also repaid maturing senior notes totaling $XXX million using cash on hand and a modest indiscernible. In aggregate this brings year-to-date enterprise value returned to equity holders to $XXX million." If you reduce debt by $XXX mm by liquidating $XXX mm in assets off the B/S how is that a return to S/Hs Immediate change in EV = $X Not exactly what most S/Hs think of as a return to them. What determined debt retirement vs. other uses" [X Link](https://x.com/WAR527/status/1948097938837635409) [@WAR527](/creator/x/WAR527) 2025-07-23T19:08Z 9568 followers, 5590 engagements "So some of Trump's Tax $$ is going to help Argentina Cool" [X Link](https://x.com/WAR527/status/1978520286610817063) [@WAR527](/creator/x/WAR527) 2025-10-15T17:56Z 9568 followers, 2625 engagements "$LBRT starts off 3Q25 earnings. Tomorrow morning $SLB reports $LBRT PR:" [X Link](https://x.com/WAR527/status/1978953605714481466) [@WAR527](/creator/x/WAR527) 2025-10-16T22:38Z 9569 followers, 1302 engagements "@inwoodcapital There are people like me in them for capital appreciation not dividends. So no .π" [X Link](https://x.com/WAR527/status/1979010234904379755) [@WAR527](/creator/x/WAR527) 2025-10-17T02:23Z 9568 followers, XXX engagements "Ok. First X E&P cos out of the box. Highlights in place; accolades follow from "investors." So what was NOT emphasized that might/should have been useful to know $EQT $MTDR $RRC πComments welcome" [X Link](https://x.com/WAR527/status/1947989522513289410) [@WAR527](/creator/x/WAR527) 2025-07-23T11:57Z 9561 followers, 14.4K engagements "$BTE: ". continued debt reduction" "What a debt reduction for ants" $XX mm = 4%" [X Link](https://x.com/WAR527/status/1951314097120677960) [@WAR527](/creator/x/WAR527) 2025-08-01T16:08Z 9568 followers, 1097 engagements "E&P earnings tsunami next week. I will post again on Monday for those who don't spend their weekends prepping for earnings Mon. Aug 4: $BSM $CTRA $CRGY $KOS $STR $VNOM $WTI ah Tues Aug 5: $BP bmo; $CRC $DVN $GPOR $SU ah Wed. Aug6: $AMPY $BRY $CHRD $CIVI $MUR $OXY $PR $REPX $TALO $VTLE ah Thurs Aug 7: $CNQ $COP $KRP bmo; $EOG $APA $GRNT $KPR $MNR $PBR $REI $TXO ah" [X Link](https://x.com/WAR527/status/1951776641446752656) [@WAR527](/creator/x/WAR527) 2025-08-02T22:46Z 9564 followers, 5077 engagements "Today's Q: Without looking up an answer which US E&P has the highest # of gross wells Does it matter and/ or at what point does it matter from an administrative standpoint" [X Link](https://x.com/WAR527/status/1961481856601174421) [@WAR527](/creator/x/WAR527) 2025-08-29T17:31Z 9565 followers, 12.3K engagements "Yahoo: On September X $FANG announced that Deep Blue would acquire Environmental Disposal Systems LLC from Diamondback in a deal valued at $XXX million. The acquisition is expected to nearly double Deep Blues size and as part of the agreement Diamondback Energy Inc. (NASDAQ:FANG) renewed a 15-year agreement for produced and supplied water within a 12-county area in the Midland Basin. Diamondback will keep a XX% ownership stake in Deep Blue and will receive about $XXX million upfront plus up to $XXX million more through performance-based earnouts until 2028. Deep Blue then raised $XXX mm in" [X Link](https://x.com/WAR527/status/1969872523623055451) [@WAR527](/creator/x/WAR527) 2025-09-21T21:13Z 9566 followers, 4073 engagements "Levered E&Ps moved up with oil prices. Most levered cos (LTD/ Tot Cap) include: $DEC $CRK $VTLE $NOG $CIVI $CRGY all XX% Close behind are $OXY $MTDR $APA $SM and $DVN all XX% Leverage obviously works in both directions" [X Link](https://x.com/WAR527/status/1971009581896826895) [@WAR527](/creator/x/WAR527) 2025-09-25T00:31Z 9568 followers, 7743 engagements "$KOS secures $XXX mm Senior Secured Term Loan facility from a unit of $SHEL $XXX mm at closing and $XXX mm before Apr. 2026. Interest at SOFI + XXXX% with final maturity X years from close. Loan to own" [X Link](https://x.com/WAR527/status/1971214854397755606) [@WAR527](/creator/x/WAR527) 2025-09-25T14:06Z 9569 followers, 1203 engagements "Remember the recent list of levered E&Ps Here is today's action with oil news +. Not sure how $FANG broke up the gang Short-term traders delight-- beta snap these up π" [X Link](https://x.com/WAR527/status/1971586430897119438) [@WAR527](/creator/x/WAR527) 2025-09-26T14:43Z 9556 followers, 2236 engagements "Not to my knowledge. But they did recently buy $AMPY's non-op position (in their operated wells) and are getting good results on their EF wells apparently. $MUR has always been a bit unusual with "cores" in Canada onshore US and offshore Gulf. And a history with Murphy USA independent since 2014" [X Link](https://x.com/WAR527/status/1971600621930217782) [@WAR527](/creator/x/WAR527) 2025-09-26T15:39Z 9567 followers, XXX engagements "@Pref_Right Yes although $XOM and $CVX might be reluctant after the whole $HES dustup" [X Link](https://x.com/WAR527/status/1971685490136174657) [@WAR527](/creator/x/WAR527) 2025-09-26T21:17Z 9563 followers, XXX engagements "A PR that is rarely necessary $KOS Energy Provides Update on Financial Progress -" [X Link](https://x.com/WAR527/status/1973384830537638000) [@WAR527](/creator/x/WAR527) 2025-10-01T13:49Z 9569 followers, 1200 engagements "Deep Blue Closes Acquisition of Environmental Disposal Systems from $FANG" [X Link](https://x.com/WAR527/status/1973526060093546531) [@WAR527](/creator/x/WAR527) 2025-10-01T23:10Z 9556 followers, 11.2K engagements "From Buyer to Target: $FANG Becomes Permians M&A Prize" [X Link](https://x.com/WAR527/status/1973526914649432300) [@WAR527](/creator/x/WAR527) 2025-10-01T23:14Z 9556 followers, 3610 engagements "$DEC to switch its primary listing from London to New York via @ft" [X Link](https://x.com/WAR527/status/1973540566697910599) [@WAR527](/creator/x/WAR527) 2025-10-02T00:08Z 9569 followers, 1246 engagements "There are 19000 private equity funds in the US. There are 14000 McDonalds in the US. How are there more private equity funds than McDonalds Thats actually crazy right KKR & Co.partnerAlisa Woodsaid Wednesday at Bloombergs Women Money and Power event in London" [X Link](https://x.com/WAR527/status/1973547086282104999) [@WAR527](/creator/x/WAR527) 2025-10-02T00:34Z 9562 followers, 5607 engagements "@Achill_93 Not in my dream. $EOG in reality" [X Link](https://x.com/WAR527/status/1973798453387165998) [@WAR527](/creator/x/WAR527) 2025-10-02T17:13Z 9563 followers, XXX engagements "Exclusive: Citadel in Talks to Buy Haynesville Assets from $CRK" [X Link](https://x.com/WAR527/status/1973843296511537672) [@WAR527](/creator/x/WAR527) 2025-10-02T20:11Z 9567 followers, 3520 engagements "As I recall $CIVI was Co. A and $SM Co H in the $VTLE sweepstakes. Wonder if they met up in the virtual data room there Better move for both than either $CRGY or $VTLE ()" [X Link](https://x.com/WAR527/status/1976092292063621266) [@WAR527](/creator/x/WAR527) 2025-10-09T01:08Z 9565 followers, 4835 engagements "Seems like just yesterday $BTE added Ranger in the EF" [X Link](https://x.com/WAR527/status/1976098672686354576) [@WAR527](/creator/x/WAR527) 2025-10-09T01:33Z 9569 followers, 7097 engagements "In the wake of yet another potential E&P consolidation the question remains: "Who is going to make the biggest mistake in valuation due to pressure to make a deal"" [X Link](https://x.com/WAR527/status/1976110352443330643) [@WAR527](/creator/x/WAR527) 2025-10-09T02:19Z 9556 followers, 7071 engagements "@FatherDigs $SM Vogel retired as Pres. recently and will retire as CEO in early 2026. $CIVI Interim CEO for sale process. Maybe new CEO/mgt from another sold co" [X Link](https://x.com/WAR527/status/1976114160556704025) [@WAR527](/creator/x/WAR527) 2025-10-09T02:35Z 9569 followers, XXX engagements "Investor on the street today: "Why are $SM and $CIVI both trading down after the potential M&A news They are both so undervalued Me: "Based on what analysis" Investor: "What do you mean by analysis" Me: ππ" [X Link](https://x.com/WAR527/status/1976316286587240751) [@WAR527](/creator/x/WAR527) 2025-10-09T15:58Z 9556 followers, 4707 engagements "$VNOM the mineral and royalty unit of $FANG is exploring a sale of assets outside of the Permian Basin of West Texas and New Mexico according to sources" [X Link](https://x.com/WAR527/status/1976393570132295758) [@WAR527](/creator/x/WAR527) 2025-10-09T21:05Z 9556 followers, 2614 engagements "$CIVI $CRGY $SM $VTLE all within the X "biggest losers" so far today. Consolidation may be ugly while it is going on in a down market dashing investor hope as it goes. π’π" [X Link](https://x.com/WAR527/status/1976661927129755769) [@WAR527](/creator/x/WAR527) 2025-10-10T14:51Z 9566 followers, 1886 engagements "Today's action technically should not make any/much difference to #CIVI and $SM if their exchange values were as comparable as a "no premium" deal might imply. Tough to move ahead though even if the market decline is not applicable to news of the deal alone" [X Link](https://x.com/WAR527/status/1976747312128164348) [@WAR527](/creator/x/WAR527) 2025-10-10T20:31Z 9565 followers, 1221 engagements "Carnelian Closes $600MM Fund Focused on Upstream Canada" [X Link](https://x.com/WAR527/status/1977027680865599791) [@WAR527](/creator/x/WAR527) 2025-10-11T15:05Z 9556 followers, 2321 engagements "Vicki taking hallucinogens Or maybe she means "returns of" XX% of cost This is the worst take for today but mgts will probably chime in later about great returns while they are losing money. It's just an E&P thing Only the drillbit counts not the bottom lineπ" [X Link](https://x.com/WAR527/status/1978114102175158602) [@WAR527](/creator/x/WAR527) 2025-10-14T15:02Z 9566 followers, 9958 engagements "@ZmansEnrgyBrain What do you have against $SM" [X Link](https://x.com/WAR527/status/1978164447186206854) [@WAR527](/creator/x/WAR527) 2025-10-14T18:22Z 9569 followers, XXX engagements "It's everywhere FT: Oil tumbles to five-month low on report of large surplus via @ft" [X Link](https://x.com/WAR527/status/1978467286630764646) [@WAR527](/creator/x/WAR527) 2025-10-15T14:25Z 9563 followers, XXX engagements "40 stock W/L (-0.06%). $SOC decline offset the other XX stocks ππ" [X Link](https://x.com/WAR527/status/1978554336545251627) [@WAR527](/creator/x/WAR527) 2025-10-15T20:11Z 9569 followers, 1663 engagements "$DEC /WV plugging program:" [X Link](https://x.com/WAR527/status/1978812682317758495) [@WAR527](/creator/x/WAR527) 2025-10-16T13:18Z 9567 followers, XXX engagements ""E&Ps to cut expenses. E&Ps to cut buybacks. E&Ps to cut capex." Me: E&Ps should also cut dividends and use the cash saved to buyback shares at real discounts if stock prices decline. π±π±π±" [X Link](https://x.com/WAR527/status/1978882314416341450) [@WAR527](/creator/x/WAR527) 2025-10-16T17:54Z 9564 followers, 6378 engagements "@Oandg_Hardo @Stamper_O1L" [X Link](https://x.com/WAR527/status/1979194010284515532) [@WAR527](/creator/x/WAR527) 2025-10-17T14:33Z 9556 followers, XX engagements "Not even a decent Friday aft M&A rumor to try to squeeze E&P shorts We ded β " [X Link](https://x.com/WAR527/status/1979276915966906749) [@WAR527](/creator/x/WAR527) 2025-10-17T20:02Z 9569 followers, 1536 engagements "@FauxRight "acuire"π" [X Link](https://x.com/WAR527/status/1979278080029208892) [@WAR527](/creator/x/WAR527) 2025-10-17T20:07Z 9569 followers, XXX engagements "Preliminary gross well count results (10-Ks except as noted): X. If $DEC is included although tech not a legal US entity (UK) it would have the most wells (64000 X. $VNOM post- $STR would have (62000) wells primarily low-interest royalty wells X. $XOM (54000) Others $OXY (25800) Hilcorp (24000) $CRC (17400) One significant owner (at least) not guessed so far and another I was curious to find out if ppl would name. So far no" [X Link](https://x.com/WAR527/status/1961527196758966628) [@WAR527](/creator/x/WAR527) 2025-08-29T20:31Z 9569 followers, 15.2K engagements "$DEC to acquire Canvas Energy (formerly Chaparral Energy) for $XXX mm consisting of XXX mm shares up to $XXX mm of ABS security provided by Carlyle and cash" [X Link](https://x.com/WAR527/status/1965186930297200911) [@WAR527](/creator/x/WAR527) 2025-09-08T22:54Z 9569 followers, 6974 engagements "Hart: $SM Could Make M&A Run at $CIVI But Should They" [X Link](https://x.com/WAR527/status/1976435001345618308) [@WAR527](/creator/x/WAR527) 2025-10-09T23:49Z 9569 followers, 2804 engagements "Synergies $CIVI 140k net acres in Midland Basin $SM 110k. Not overlapping but still likely complementary. And if not them then who" [X Link](https://x.com/WAR527/status/1976823315001209002) [@WAR527](/creator/x/WAR527) 2025-10-11T01:33Z 9569 followers, 2702 engagements "$WES ( $OXY) taking on water" [X Link](https://x.com/WAR527/status/1978558126900076606) [@WAR527](/creator/x/WAR527) 2025-10-15T20:26Z 9569 followers, 1078 engagements "Not sure I've seen anything quite like this "glut/ no glut" discussion" [X Link](https://x.com/WAR527/status/1979545665651773823) [@WAR527](/creator/x/WAR527) 2025-10-18T13:50Z 9568 followers, 9898 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.]
RAWenergy posts on X about $sm, $civi, $fang, $dec the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX% currencies XXX% travel destinations XXXX% automotive brands XXXX%
Social topic influence $sm #5, $civi #2, $fang 1.34%, $dec #3, $crgy #1, $oxy #38, $vtle #1, $rrc #5, $crk #72, $vnom #4
Top accounts mentioned or mentioned by @teddygambino @bigideascapital @fauxright @ft @campbe14425505 @manchesterutd81 @suicide95518428 @traderscom @oilandenergy @zmansenrgybrain @kingdomcapadv @shaletier7 @andupstream @tbhrvey @baronepetrolio @rakoraja @rbl1973 @fatherdigs @djoilguy @marketwirenews
Top assets mentioned SM Energy Company (SM) Civitas Resources, Inc. (CIVI) FANG Token (FANG) Decentr (DEC) Crescent Energy Company (CRGY) Oxygen (OXY) Range Resources, Corp. (RRC) Comstock Resources, Inc. (CRK) Viper Energy Partners LP (VNOM) Kosmos Energy Ltd. (KOS) EQT, Corp. (EQT) Matador Resources, Co. (MTDR) Baytex Energy Corp. (BTE) California Resources Corporation (CRC) Murphy Oil Corp. (MUR) Devon Energy Corp (DVN) APA Corp (US) (APA) EOG Resources Inc (EOG) Exxon Mobil (XOM) Cryptonex (CNX) Windoge98 (EXE) Arweave (AR) Magnolia Oil & Gas Corporation Class A Common Stock (MGY) Liberty Energy Inc. (LBRT) Schlumberger NV (SLB) Black Stone Minerals, L.P. (BSM) BP p.l.c. (BP) Gulfport Energy Corporation (GPOR) Suncor Energy, Inc. (SU) Chord Energy Corporation Common Stock (CHRD) Permian Resources Corporation Class A Common Stock (PR) Coterra Energy Inc (CTRA) Berry Data (BRY) Copiosa Coin (COP2) Canadian Natural Resources Limited (CNQ) PolkaBridge (PBR) REI Network (REI) Diamondback Energy Inc (FANG) Northern Oil and Gas, Inc. (NOG) Convex Finance (CVX) Hess Corp. (HES) Sable Offshore Corp. (SOC) Western Midstream Partners, LP. (WES)
Top posts by engagements in the last XX hours
"YTD charts for $EQT $RRC $CNX $CRK $EXE $AR $MGY. Interesting symmetry in 1Q25"
X Link @WAR527 2025-07-23T15:09Z 9568 followers, 1789 engagements
"As if on cue from $RRC transcript: "We also repaid maturing senior notes totaling $XXX million using cash on hand and a modest indiscernible. In aggregate this brings year-to-date enterprise value returned to equity holders to $XXX million." If you reduce debt by $XXX mm by liquidating $XXX mm in assets off the B/S how is that a return to S/Hs Immediate change in EV = $X Not exactly what most S/Hs think of as a return to them. What determined debt retirement vs. other uses"
X Link @WAR527 2025-07-23T19:08Z 9568 followers, 5590 engagements
"So some of Trump's Tax $$ is going to help Argentina Cool"
X Link @WAR527 2025-10-15T17:56Z 9568 followers, 2625 engagements
"$LBRT starts off 3Q25 earnings. Tomorrow morning $SLB reports $LBRT PR:"
X Link @WAR527 2025-10-16T22:38Z 9569 followers, 1302 engagements
"@inwoodcapital There are people like me in them for capital appreciation not dividends. So no .π"
X Link @WAR527 2025-10-17T02:23Z 9568 followers, XXX engagements
"Ok. First X E&P cos out of the box. Highlights in place; accolades follow from "investors." So what was NOT emphasized that might/should have been useful to know $EQT $MTDR $RRC πComments welcome"
X Link @WAR527 2025-07-23T11:57Z 9561 followers, 14.4K engagements
"$BTE: ". continued debt reduction" "What a debt reduction for ants" $XX mm = 4%"
X Link @WAR527 2025-08-01T16:08Z 9568 followers, 1097 engagements
"E&P earnings tsunami next week. I will post again on Monday for those who don't spend their weekends prepping for earnings Mon. Aug 4: $BSM $CTRA $CRGY $KOS $STR $VNOM $WTI ah Tues Aug 5: $BP bmo; $CRC $DVN $GPOR $SU ah Wed. Aug6: $AMPY $BRY $CHRD $CIVI $MUR $OXY $PR $REPX $TALO $VTLE ah Thurs Aug 7: $CNQ $COP $KRP bmo; $EOG $APA $GRNT $KPR $MNR $PBR $REI $TXO ah"
X Link @WAR527 2025-08-02T22:46Z 9564 followers, 5077 engagements
"Today's Q: Without looking up an answer which US E&P has the highest # of gross wells Does it matter and/ or at what point does it matter from an administrative standpoint"
X Link @WAR527 2025-08-29T17:31Z 9565 followers, 12.3K engagements
"Yahoo: On September X $FANG announced that Deep Blue would acquire Environmental Disposal Systems LLC from Diamondback in a deal valued at $XXX million. The acquisition is expected to nearly double Deep Blues size and as part of the agreement Diamondback Energy Inc. (NASDAQ:FANG) renewed a 15-year agreement for produced and supplied water within a 12-county area in the Midland Basin. Diamondback will keep a XX% ownership stake in Deep Blue and will receive about $XXX million upfront plus up to $XXX million more through performance-based earnouts until 2028. Deep Blue then raised $XXX mm in"
X Link @WAR527 2025-09-21T21:13Z 9566 followers, 4073 engagements
"Levered E&Ps moved up with oil prices. Most levered cos (LTD/ Tot Cap) include: $DEC $CRK $VTLE $NOG $CIVI $CRGY all XX% Close behind are $OXY $MTDR $APA $SM and $DVN all XX% Leverage obviously works in both directions"
X Link @WAR527 2025-09-25T00:31Z 9568 followers, 7743 engagements
"$KOS secures $XXX mm Senior Secured Term Loan facility from a unit of $SHEL $XXX mm at closing and $XXX mm before Apr. 2026. Interest at SOFI + XXXX% with final maturity X years from close. Loan to own"
X Link @WAR527 2025-09-25T14:06Z 9569 followers, 1203 engagements
"Remember the recent list of levered E&Ps Here is today's action with oil news +. Not sure how $FANG broke up the gang Short-term traders delight-- beta snap these up π"
X Link @WAR527 2025-09-26T14:43Z 9556 followers, 2236 engagements
"Not to my knowledge. But they did recently buy $AMPY's non-op position (in their operated wells) and are getting good results on their EF wells apparently. $MUR has always been a bit unusual with "cores" in Canada onshore US and offshore Gulf. And a history with Murphy USA independent since 2014"
X Link @WAR527 2025-09-26T15:39Z 9567 followers, XXX engagements
"@Pref_Right Yes although $XOM and $CVX might be reluctant after the whole $HES dustup"
X Link @WAR527 2025-09-26T21:17Z 9563 followers, XXX engagements
"A PR that is rarely necessary $KOS Energy Provides Update on Financial Progress -"
X Link @WAR527 2025-10-01T13:49Z 9569 followers, 1200 engagements
"Deep Blue Closes Acquisition of Environmental Disposal Systems from $FANG"
X Link @WAR527 2025-10-01T23:10Z 9556 followers, 11.2K engagements
"From Buyer to Target: $FANG Becomes Permians M&A Prize"
X Link @WAR527 2025-10-01T23:14Z 9556 followers, 3610 engagements
"$DEC to switch its primary listing from London to New York via @ft"
X Link @WAR527 2025-10-02T00:08Z 9569 followers, 1246 engagements
"There are 19000 private equity funds in the US. There are 14000 McDonalds in the US. How are there more private equity funds than McDonalds Thats actually crazy right KKR & Co.partnerAlisa Woodsaid Wednesday at Bloombergs Women Money and Power event in London"
X Link @WAR527 2025-10-02T00:34Z 9562 followers, 5607 engagements
"@Achill_93 Not in my dream. $EOG in reality"
X Link @WAR527 2025-10-02T17:13Z 9563 followers, XXX engagements
"Exclusive: Citadel in Talks to Buy Haynesville Assets from $CRK"
X Link @WAR527 2025-10-02T20:11Z 9567 followers, 3520 engagements
"As I recall $CIVI was Co. A and $SM Co H in the $VTLE sweepstakes. Wonder if they met up in the virtual data room there Better move for both than either $CRGY or $VTLE ()"
X Link @WAR527 2025-10-09T01:08Z 9565 followers, 4835 engagements
"Seems like just yesterday $BTE added Ranger in the EF"
X Link @WAR527 2025-10-09T01:33Z 9569 followers, 7097 engagements
"In the wake of yet another potential E&P consolidation the question remains: "Who is going to make the biggest mistake in valuation due to pressure to make a deal""
X Link @WAR527 2025-10-09T02:19Z 9556 followers, 7071 engagements
"@FatherDigs $SM Vogel retired as Pres. recently and will retire as CEO in early 2026. $CIVI Interim CEO for sale process. Maybe new CEO/mgt from another sold co"
X Link @WAR527 2025-10-09T02:35Z 9569 followers, XXX engagements
"Investor on the street today: "Why are $SM and $CIVI both trading down after the potential M&A news They are both so undervalued Me: "Based on what analysis" Investor: "What do you mean by analysis" Me: ππ"
X Link @WAR527 2025-10-09T15:58Z 9556 followers, 4707 engagements
"$VNOM the mineral and royalty unit of $FANG is exploring a sale of assets outside of the Permian Basin of West Texas and New Mexico according to sources"
X Link @WAR527 2025-10-09T21:05Z 9556 followers, 2614 engagements
"$CIVI $CRGY $SM $VTLE all within the X "biggest losers" so far today. Consolidation may be ugly while it is going on in a down market dashing investor hope as it goes. π’π"
X Link @WAR527 2025-10-10T14:51Z 9566 followers, 1886 engagements
"Today's action technically should not make any/much difference to #CIVI and $SM if their exchange values were as comparable as a "no premium" deal might imply. Tough to move ahead though even if the market decline is not applicable to news of the deal alone"
X Link @WAR527 2025-10-10T20:31Z 9565 followers, 1221 engagements
"Carnelian Closes $600MM Fund Focused on Upstream Canada"
X Link @WAR527 2025-10-11T15:05Z 9556 followers, 2321 engagements
"Vicki taking hallucinogens Or maybe she means "returns of" XX% of cost This is the worst take for today but mgts will probably chime in later about great returns while they are losing money. It's just an E&P thing Only the drillbit counts not the bottom lineπ"
X Link @WAR527 2025-10-14T15:02Z 9566 followers, 9958 engagements
"@ZmansEnrgyBrain What do you have against $SM"
X Link @WAR527 2025-10-14T18:22Z 9569 followers, XXX engagements
"It's everywhere FT: Oil tumbles to five-month low on report of large surplus via @ft"
X Link @WAR527 2025-10-15T14:25Z 9563 followers, XXX engagements
"40 stock W/L (-0.06%). $SOC decline offset the other XX stocks ππ"
X Link @WAR527 2025-10-15T20:11Z 9569 followers, 1663 engagements
"$DEC /WV plugging program:"
X Link @WAR527 2025-10-16T13:18Z 9567 followers, XXX engagements
""E&Ps to cut expenses. E&Ps to cut buybacks. E&Ps to cut capex." Me: E&Ps should also cut dividends and use the cash saved to buyback shares at real discounts if stock prices decline. π±π±π±"
X Link @WAR527 2025-10-16T17:54Z 9564 followers, 6378 engagements
"@Oandg_Hardo @Stamper_O1L"
X Link @WAR527 2025-10-17T14:33Z 9556 followers, XX engagements
"Not even a decent Friday aft M&A rumor to try to squeeze E&P shorts We ded β "
X Link @WAR527 2025-10-17T20:02Z 9569 followers, 1536 engagements
"@FauxRight "acuire"π"
X Link @WAR527 2025-10-17T20:07Z 9569 followers, XXX engagements
"Preliminary gross well count results (10-Ks except as noted): X. If $DEC is included although tech not a legal US entity (UK) it would have the most wells (64000 X. $VNOM post- $STR would have (62000) wells primarily low-interest royalty wells X. $XOM (54000) Others $OXY (25800) Hilcorp (24000) $CRC (17400) One significant owner (at least) not guessed so far and another I was curious to find out if ppl would name. So far no"
X Link @WAR527 2025-08-29T20:31Z 9569 followers, 15.2K engagements
"$DEC to acquire Canvas Energy (formerly Chaparral Energy) for $XXX mm consisting of XXX mm shares up to $XXX mm of ABS security provided by Carlyle and cash"
X Link @WAR527 2025-09-08T22:54Z 9569 followers, 6974 engagements
"Hart: $SM Could Make M&A Run at $CIVI But Should They"
X Link @WAR527 2025-10-09T23:49Z 9569 followers, 2804 engagements
"Synergies $CIVI 140k net acres in Midland Basin $SM 110k. Not overlapping but still likely complementary. And if not them then who"
X Link @WAR527 2025-10-11T01:33Z 9569 followers, 2702 engagements
"$WES ( $OXY) taking on water"
X Link @WAR527 2025-10-15T20:26Z 9569 followers, 1078 engagements
"Not sure I've seen anything quite like this "glut/ no glut" discussion"
X Link @WAR527 2025-10-18T13:50Z 9568 followers, 9898 engagements
/creator/x::WAR527