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# ![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1607856531940286464.png) @appalachiangabe Gabe ๐ŸŒŽ๐ŸŒฒ

Gabe ๐ŸŒŽ๐ŸŒฒ posts on X about $hesm, $cvx, cvx, $ne the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1607856531940286464/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607856531940286464/c:line/m:interactions.svg)

- X Week XXXXX +0.74%
- X Month XXXXX +67%
- X Months XXXXXX -XX%
- X Year XXXXXX +360%

### Mentions: XX [#](/creator/twitter::1607856531940286464/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607856531940286464/c:line/m:posts_active.svg)

- X Week XX +144%
- X Month XX +172%
- X Months XXX -XXXX%
- X Year XXX +1,115%

### Followers: XXX [#](/creator/twitter::1607856531940286464/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607856531940286464/c:line/m:followers.svg)

- X Week XXX +2.30%
- X Month XXX +4.80%
- X Months XXX +42%
- X Year XXX +14%

### CreatorRank: undefined [#](/creator/twitter::1607856531940286464/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607856531940286464/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1607856531940286464/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$hesm](/topic/$hesm) 22.73%, [$cvx](/topic/$cvx) 11.36%, [cvx](/topic/cvx) 9.09%, [$ne](/topic/$ne) 6.82%, [$blk](/topic/$blk) 4.55%, [approved](/topic/approved) 2.27%, [$hes](/topic/$hes) 2.27%, [$de](/topic/$de) 2.27%, [acquisition](/topic/acquisition) 2.27%, [$50share](/topic/$50share) XXXX%

**Top accounts mentioned or mentioned by**
[@joelwberry](/creator/undefined) [@aaronvalue](/creator/undefined) [@1035capital](/creator/undefined) [@zay111086718](/creator/undefined) [@crupimatthew](/creator/undefined) [@thesteadyfund](/creator/undefined) [@blueowlcapital](/creator/undefined) [@mrneutralman](/creator/undefined) [@bionerd77](/creator/undefined) [@war527](/creator/undefined) [@avmatters](/creator/undefined) [@archangelfeed](/creator/undefined) [@truenolan](/creator/undefined)

**Top assets mentioned**
[Hess Midstream LP Class A Share representing a limited partner Interest (HESM)](/topic/$hesm) [Convex Finance (CVX)](/topic/$cvx) [Noble Corporation (NE)](/topic/$ne) [BlackCoin (BLK)](/topic/$blk) [Hess Corp. (HES)](/topic/$hes) [Deere & Company (DE)](/topic/$de) [EQT, Corp. (EQT)](/topic/$eqt) [BlackRock Inc (BLK)](/topic/blackrock)
### Top Social Posts [#](/creator/twitter::1607856531940286464/posts)
---
Top posts by engagements in the last XX hours

"Part of the divestment took the form of $HESM buying back class B shares from $BLK but in June $BLK finalized its exit by converting its class B to class A and selling via offering"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267784926650534) 2025-07-18 17:56:14 UTC XXX followers, XX engagements


"Today $CVX deal to buy $HES was approved and is now a XXXX% owner in Hesss publicly traded midstream vehicle $HESM. $CVX immediately announced a shakeup to the board and executive suite. John Hess chairman and CEO is out along with other legacy Hess board members"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267775678197913) 2025-07-18 17:56:12 UTC XXX followers, XX engagements


"$50/share + the $XXXX Q3 dividend would be about XX% premium to todays price. If the timeline is similar to the Noble midstream acquisition well see a bid in Oct and this gets wrapped up by Q1"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267811673776368) 2025-07-18 17:56:20 UTC XXX followers, XX engagements


"Also since its important to some $HESM filed up-C so even though its an MLP it issues a 1099 not a K-1. Easier on the tax compliance"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946269489319821739) 2025-07-18 18:03:00 UTC XXX followers, XX engagements


"The market is giddy at the prospect of $HESM going the way of Noble midstream. With the new board changes it seems likely"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946228139153113238) 2025-07-18 15:18:42 UTC XXX followers, XXX engagements


"Every one of my followers better follow peony you wont find obscure alpha takes like this anywhere else"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1947356241120137621) 2025-07-21 18:01:22 UTC XXX followers, XX engagements


"More recently $EQT also internalized its publicly traded midstream company Equitrans in an all-stock transaction at XX% premium to the pre-announcement share price and an EV/EBITDA of 11x"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267799673852386) 2025-07-18 17:56:18 UTC XXX followers, XX engagements


"Imagine REIT valuations when the XX year yields X% but restrictive tariff and immigration policies keep inventories low"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946436724172685314) 2025-07-19 05:07:32 UTC XXX followers, XXX engagements


"A note on org/share structure: $HESM has publicly owned shares (class A) and shares with enhanced voting rights (class B) owned by an entity called Hess Midstream GP LP. GP used to be owned 50:50 by Hess and BlackRock but $BLK has been divesting for a while now"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267782351314985) 2025-07-18 17:56:13 UTC XXX followers, XX engagements


"$AGM has been a core holding for years. A true buy-and-hold stock that also provides swing trading opportunities with obvious support & resistance"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1943312305292218861) 2025-07-10 14:12:13 UTC XXX followers, XXX engagements


"At 11x EV/EBITDA $HESM would be $43/share approximately X% above the current share price. + XXX% from the Q3 div. XXX% in X months isnt super compelling but not bad annualized depending on how you view the risk"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267802874073408) 2025-07-18 17:56:18 UTC XXX followers, XX engagements


"@WAR527 Whats the likelihood $CVX internalizes $HESM in your view"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946309854890492049) 2025-07-18 20:43:24 UTC XXX followers, XX engagements


"Replacing them are $CVX insiders including the President of $CVX midstream division. There are now X $CVX insiders on the board and X independent members. Theres an ongoing search for a 4th independent success would result in 4:4"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267779453063604) 2025-07-18 17:56:13 UTC XXX followers, XX engagements


"But $CVX isnt interested in getting a killer deal on these assets they just want to internalize and combine $HESM with the rest of their midstream portfolio theyll pay the price the market demands"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267805235474557) 2025-07-18 17:56:19 UTC XXX followers, XX engagements


"SPECIAL SIT M&A OPPORTUNITY: $CVX is going to internalize $HESM likely in the next X months. ๐Ÿงต"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267766530412715) 2025-07-18 17:56:10 UTC XXX followers, XXX engagements


"My value/dividend side cant stop looking at these beaten down consumer staples names. Someone talk me off the ledge"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946430253770883177) 2025-07-19 04:41:50 UTC XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@appalachiangabe Avatar @appalachiangabe Gabe ๐ŸŒŽ๐ŸŒฒ

Gabe ๐ŸŒŽ๐ŸŒฒ posts on X about $hesm, $cvx, cvx, $ne the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +0.74%
  • X Month XXXXX +67%
  • X Months XXXXXX -XX%
  • X Year XXXXXX +360%

Mentions: XX #

Mentions Line Chart

  • X Week XX +144%
  • X Month XX +172%
  • X Months XXX -XXXX%
  • X Year XXX +1,115%

Followers: XXX #

Followers Line Chart

  • X Week XXX +2.30%
  • X Month XXX +4.80%
  • X Months XXX +42%
  • X Year XXX +14%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% countries XXXX%

Social topic influence $hesm 22.73%, $cvx 11.36%, cvx 9.09%, $ne 6.82%, $blk 4.55%, approved 2.27%, $hes 2.27%, $de 2.27%, acquisition 2.27%, $50share XXXX%

Top accounts mentioned or mentioned by @joelwberry @aaronvalue @1035capital @zay111086718 @crupimatthew @thesteadyfund @blueowlcapital @mrneutralman @bionerd77 @war527 @avmatters @archangelfeed @truenolan

Top assets mentioned Hess Midstream LP Class A Share representing a limited partner Interest (HESM) Convex Finance (CVX) Noble Corporation (NE) BlackCoin (BLK) Hess Corp. (HES) Deere & Company (DE) EQT, Corp. (EQT) BlackRock Inc (BLK)

Top Social Posts #


Top posts by engagements in the last XX hours

"Part of the divestment took the form of $HESM buying back class B shares from $BLK but in June $BLK finalized its exit by converting its class B to class A and selling via offering"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:14 UTC XXX followers, XX engagements

"Today $CVX deal to buy $HES was approved and is now a XXXX% owner in Hesss publicly traded midstream vehicle $HESM. $CVX immediately announced a shakeup to the board and executive suite. John Hess chairman and CEO is out along with other legacy Hess board members"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:12 UTC XXX followers, XX engagements

"$50/share + the $XXXX Q3 dividend would be about XX% premium to todays price. If the timeline is similar to the Noble midstream acquisition well see a bid in Oct and this gets wrapped up by Q1"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:20 UTC XXX followers, XX engagements

"Also since its important to some $HESM filed up-C so even though its an MLP it issues a 1099 not a K-1. Easier on the tax compliance"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 18:03:00 UTC XXX followers, XX engagements

"The market is giddy at the prospect of $HESM going the way of Noble midstream. With the new board changes it seems likely"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 15:18:42 UTC XXX followers, XXX engagements

"Every one of my followers better follow peony you wont find obscure alpha takes like this anywhere else"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-21 18:01:22 UTC XXX followers, XX engagements

"More recently $EQT also internalized its publicly traded midstream company Equitrans in an all-stock transaction at XX% premium to the pre-announcement share price and an EV/EBITDA of 11x"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:18 UTC XXX followers, XX engagements

"Imagine REIT valuations when the XX year yields X% but restrictive tariff and immigration policies keep inventories low"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-19 05:07:32 UTC XXX followers, XXX engagements

"A note on org/share structure: $HESM has publicly owned shares (class A) and shares with enhanced voting rights (class B) owned by an entity called Hess Midstream GP LP. GP used to be owned 50:50 by Hess and BlackRock but $BLK has been divesting for a while now"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:13 UTC XXX followers, XX engagements

"$AGM has been a core holding for years. A true buy-and-hold stock that also provides swing trading opportunities with obvious support & resistance"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-10 14:12:13 UTC XXX followers, XXX engagements

"At 11x EV/EBITDA $HESM would be $43/share approximately X% above the current share price. + XXX% from the Q3 div. XXX% in X months isnt super compelling but not bad annualized depending on how you view the risk"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:18 UTC XXX followers, XX engagements

"@WAR527 Whats the likelihood $CVX internalizes $HESM in your view"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 20:43:24 UTC XXX followers, XX engagements

"Replacing them are $CVX insiders including the President of $CVX midstream division. There are now X $CVX insiders on the board and X independent members. Theres an ongoing search for a 4th independent success would result in 4:4"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:13 UTC XXX followers, XX engagements

"But $CVX isnt interested in getting a killer deal on these assets they just want to internalize and combine $HESM with the rest of their midstream portfolio theyll pay the price the market demands"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:19 UTC XXX followers, XX engagements

"SPECIAL SIT M&A OPPORTUNITY: $CVX is going to internalize $HESM likely in the next X months. ๐Ÿงต"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:10 UTC XXX followers, XXX engagements

"My value/dividend side cant stop looking at these beaten down consumer staples names. Someone talk me off the ledge"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-19 04:41:50 UTC XXX followers, XX engagements

creator/x::appalachiangabe
/creator/x::appalachiangabe