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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, $owl 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 +48%
- X Month XXXXX +159%
- X Months XXXXXX -XX%
- X Year XXXXXX +364%

### 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 +300%
- X Month XX +320%
- X Months XXX +11%
- X Year XXX +1,190%

### 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 -XXXX%
- X Month XXX +4.80%
- X Months XXX +39%
- X Year XXX +12%

### CreatorRank: XXXXXXXXX [#](/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% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$hesm](/topic/$hesm) 21.05%, [cvx](/topic/cvx) 14.04%, [$cvx](/topic/$cvx) 14.04%, [$owl](/topic/$owl) 7.02%, [$ne](/topic/$ne) 5.26%, [blk](/topic/blk) 3.51%, [$blk](/topic/$blk) 3.51%, [$hes](/topic/$hes) 3.51%, [dividend](/topic/dividend) 3.51%, [$50share](/topic/$50share) XXXX%

**Top accounts mentioned or mentioned by**
[@dividenddata](/creator/undefined) [@joelwberry](/creator/undefined) [@merricklackner](/creator/undefined) [@aaronvalue](/creator/undefined) [@1035capital](/creator/undefined) [@thegermanicist](/creator/undefined) [@crupimatthew](/creator/undefined) [@thesteadyfund](/creator/undefined) [@blueowlcapital](/creator/undefined) [@mrneutralman](/creator/undefined) [@bionerd77](/creator/undefined) [@tomsmith839](/creator/undefined) [@rykerjackson97](/creator/undefined) [@jsstrngstsldr](/creator/undefined) [@war527](/creator/undefined) [@avmatters](/creator/undefined) [@writerdeyoung](/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) [OwlDAO (OWL)](/topic/$owl) [Noble Corporation (NE)](/topic/$ne) [BlackCoin (BLK)](/topic/$blk) [Hess Corp. (HES)](/topic/$hes) [Sable Offshore Corp. (SOC)](/topic/$soc) [Deere & Company (DE)](/topic/$de) [EQT, Corp. (EQT)](/topic/$eqt) [Morgan Stanley (MS)](/topic/morgan-stanley) [BlackRock Inc (BLK)](/topic/blackrock) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [Ares Protocol (ARES)](/topic/$ares) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Muhdo Hub (DNA)](/topic/$dna) [BEAM (BEAM)](/topic/$beam) [Blackstone, Inc. (BX)](/topic/$bx)
### 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


"@TheGermanicist MAGA in bio is as clear a sign of toxicity as pronouns in bio"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948566957751763215) 2025-07-25 02:12:20 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


"@dividend_data You want reports Here are analysts from Morgan Stanley and Wells Fargo initiating/updating coverage today:"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948753802318020805) 2025-07-25 14:34:47 UTC XXX followers, XX engagements


"So I dont think the price will be determined by any particular multiple itll be based on where $HESM trades when the bid is announced. I could see the share price running to recent highs ($44) then being bought out at a XX% premium or $50/share"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267808100122726) 2025-07-18 17:56:20 UTC XXX followers, XX engagements


"@TheSteadyFund @BlueOwlCapital Nice to see another $OWL shareholder. ๐Ÿค๐Ÿป"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1945622519936848110) 2025-07-16 23:12:11 UTC XXX followers, XX engagements


"Jumped into $SOC at XXXXX for it to immediately retreat 10%. ๐Ÿคฆ๐Ÿปโ™‚"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1945936292627308716) 2025-07-17 19:59:00 UTC XXX followers, 2890 engagements


"@dividend_data Your Sunday video didnt mention that $CVX will likely buy $HESM possibly announced in the next few months. Thats the reason for Fridays pop"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948193010157854901) 2025-07-24 01:26:23 UTC XXX followers, XXX engagements


"@dividend_data You misunderstand. $CVX likes all midstream assets in house so the belief is that theyll internalize $HESM next. Also the $HES transaction already happened. Theyre not buying HESS they already bought Hess"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948211164372177070) 2025-07-24 02:38:32 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


"Im not sure how the voting % shakes out after all this but Im reasonably certain that $CVX as the sole owner of class B shares now has majority voting control of $HESM. Not necessarily good for takeout price but great for takeout speed"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267787833270650) 2025-07-18 17:56:15 UTC XXX followers, XX engagements


"Yo @TomSmith839 am I missing something Any reason why $OWL would lag the pack in recovering from Liberation Day"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948529432454709336) 2025-07-24 23:43:13 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


"I corrected my decision to panic buy yesterdays top by panic selling todays bottom. $SOC"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946274951922671648) 2025-07-18 18:24:43 UTC XXX followers, 1951 engagements


"@merricklackner Looks like puts are trading at the bid and calls at the ask. Track the support from April bottom to the May and June bottoms and the line intersects today at $1.49ish + the XX day sma around $XXXX gives me confidence were near a local bottom"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1947747971979981308) 2025-07-22 19:57:58 UTC XXX followers, XX 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


"Bought half-positions in X energy plays: $LB $CIVI $CHRD"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948084260742783037) 2025-07-23 18:14:16 UTC XXX followers, XXX engagements


"Reciting the article of faith that affirms the holocaust. Affirming the holocaust to pass my holocaust museum recommend interview. Making pilgrimage to Auschwitz to learn about the creation of the world and our purpose on Earth and to covenant to always affirm the holocaust"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948471121684344839) 2025-07-24 19:51:30 UTC XXX followers, XXX engagements


"Compare with $ARES the other alt with huge private credit exposure and best comp. $OWL: down XX% from Jan high up XX% from April low $ARES: down XX% from Jan high up XX% from April low If $OWL had traded in line with $ARES the share price would be $XX up XX% from here"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948525787923317194) 2025-07-24 23:28:44 UTC XXX followers, XX engagements


"Genomics rally continues And more importantly may be broadening. Look at $MGX as a catch-up $NTLA $PRME $PGEN $CRBU $DNA $BEAM"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1942592290695827734) 2025-07-08 14:31:08 UTC XXX followers, XXX 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


"$OWL has lagged the other alts since liberation day. Could see a quick catch-up on good news. Earnings on the 31st ($BX had great earnings today) and dividend declared the day after. Or maybe price action solves itself. Either way I think theres an easy XX% upside here"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1948519383502147697) 2025-07-24 23:03:17 UTC XXX followers, XXX engagements


"The share price then rallied X% on the expectation that the initial bid would be increased. It was. $CVX then came back in March with an all stock bid at an XX% premium to the initial cash bid. The deal closed two months later"  
![@appalachiangabe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1607856531940286464.png) [@appalachiangabe](/creator/x/appalachiangabe) on [X](/post/tweet/1946267796905603332) 2025-07-18 17:56:17 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

[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, $owl 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 +48%
  • X Month XXXXX +159%
  • X Months XXXXXX -XX%
  • X Year XXXXXX +364%

Mentions: XX #

Mentions Line Chart

  • X Week XX +300%
  • X Month XX +320%
  • X Months XXX +11%
  • X Year XXX +1,190%

Followers: XXX #

Followers Line Chart

  • X Week XXX -XXXX%
  • X Month XXX +4.80%
  • X Months XXX +39%
  • X Year XXX +12%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


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

Social topic influence $hesm 21.05%, cvx 14.04%, $cvx 14.04%, $owl 7.02%, $ne 5.26%, blk 3.51%, $blk 3.51%, $hes 3.51%, dividend 3.51%, $50share XXXX%

Top accounts mentioned or mentioned by @dividenddata @joelwberry @merricklackner @aaronvalue @1035capital @thegermanicist @crupimatthew @thesteadyfund @blueowlcapital @mrneutralman @bionerd77 @tomsmith839 @rykerjackson97 @jsstrngstsldr @war527 @avmatters @writerdeyoung @archangelfeed @truenolan

Top assets mentioned Hess Midstream LP Class A Share representing a limited partner Interest (HESM) Convex Finance (CVX) OwlDAO (OWL) Noble Corporation (NE) BlackCoin (BLK) Hess Corp. (HES) Sable Offshore Corp. (SOC) Deere & Company (DE) EQT, Corp. (EQT) Morgan Stanley (MS) BlackRock Inc (BLK) Civitas Resources, Inc. (CIVI) Chord Energy Corporation Common Stock (CHRD) Ares Protocol (ARES) Intellia Therapeutics, Inc (NTLA) Muhdo Hub (DNA) BEAM (BEAM) Blackstone, Inc. (BX)

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

"@TheGermanicist MAGA in bio is as clear a sign of toxicity as pronouns in bio"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-25 02:12:20 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

"@dividend_data You want reports Here are analysts from Morgan Stanley and Wells Fargo initiating/updating coverage today:"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-25 14:34:47 UTC XXX followers, XX engagements

"So I dont think the price will be determined by any particular multiple itll be based on where $HESM trades when the bid is announced. I could see the share price running to recent highs ($44) then being bought out at a XX% premium or $50/share"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:20 UTC XXX followers, XX engagements

"@TheSteadyFund @BlueOwlCapital Nice to see another $OWL shareholder. ๐Ÿค๐Ÿป"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-16 23:12:11 UTC XXX followers, XX engagements

"Jumped into $SOC at XXXXX for it to immediately retreat 10%. ๐Ÿคฆ๐Ÿปโ™‚"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-17 19:59:00 UTC XXX followers, 2890 engagements

"@dividend_data Your Sunday video didnt mention that $CVX will likely buy $HESM possibly announced in the next few months. Thats the reason for Fridays pop"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-24 01:26:23 UTC XXX followers, XXX engagements

"@dividend_data You misunderstand. $CVX likes all midstream assets in house so the belief is that theyll internalize $HESM next. Also the $HES transaction already happened. Theyre not buying HESS they already bought Hess"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-24 02:38:32 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

"Im not sure how the voting % shakes out after all this but Im reasonably certain that $CVX as the sole owner of class B shares now has majority voting control of $HESM. Not necessarily good for takeout price but great for takeout speed"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:15 UTC XXX followers, XX engagements

"Yo @TomSmith839 am I missing something Any reason why $OWL would lag the pack in recovering from Liberation Day"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-24 23:43:13 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

"I corrected my decision to panic buy yesterdays top by panic selling todays bottom. $SOC"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 18:24:43 UTC XXX followers, 1951 engagements

"@merricklackner Looks like puts are trading at the bid and calls at the ask. Track the support from April bottom to the May and June bottoms and the line intersects today at $1.49ish + the XX day sma around $XXXX gives me confidence were near a local bottom"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-22 19:57:58 UTC XXX followers, XX 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

"Bought half-positions in X energy plays: $LB $CIVI $CHRD"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-23 18:14:16 UTC XXX followers, XXX engagements

"Reciting the article of faith that affirms the holocaust. Affirming the holocaust to pass my holocaust museum recommend interview. Making pilgrimage to Auschwitz to learn about the creation of the world and our purpose on Earth and to covenant to always affirm the holocaust"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-24 19:51:30 UTC XXX followers, XXX engagements

"Compare with $ARES the other alt with huge private credit exposure and best comp. $OWL: down XX% from Jan high up XX% from April low $ARES: down XX% from Jan high up XX% from April low If $OWL had traded in line with $ARES the share price would be $XX up XX% from here"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-24 23:28:44 UTC XXX followers, XX engagements

"Genomics rally continues And more importantly may be broadening. Look at $MGX as a catch-up $NTLA $PRME $PGEN $CRBU $DNA $BEAM"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-08 14:31:08 UTC XXX followers, XXX 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

"$OWL has lagged the other alts since liberation day. Could see a quick catch-up on good news. Earnings on the 31st ($BX had great earnings today) and dividend declared the day after. Or maybe price action solves itself. Either way I think theres an easy XX% upside here"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-24 23:03:17 UTC XXX followers, XXX engagements

"The share price then rallied X% on the expectation that the initial bid would be increased. It was. $CVX then came back in March with an all stock bid at an XX% premium to the initial cash bid. The deal closed two months later"
@appalachiangabe Avatar @appalachiangabe on X 2025-07-18 17:56:17 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

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