[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.]

# ![@lwsresearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1531936804139683840.png) @lwsresearch LWS Financial Research

Several major energy companies are making significant moves, including Chevron and ExxonMobil reporting strong quarterly results, while others like Petrobras and Occidental are cutting jobs and capital expenditures due to weak prices and industry consolidation. Additionally, there are notable developments in the LNG sector, with companies like Venture Global and Eni making progress on their projects. Some companies, such as Teck Resources and Glencore, are also adjusting their production guidance and output.

### Engagements: XXXXXX [#](/creator/twitter::1531936804139683840/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1531936804139683840/c:line/m:interactions.svg)

- X Week XXXXXX -X%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +45%
- X Year XXXXXXXXX +322%

### Mentions: XX [#](/creator/twitter::1531936804139683840/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1531936804139683840/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +25%
- X Year XXXXX +219%

### Followers: XXXXX [#](/creator/twitter::1531936804139683840/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1531936804139683840/c:line/m:followers.svg)

- X Week XXXXX +0.53%
- X Month XXXXX +2.40%
- X Months XXXXX +30%
- X Year XXXXX +97%

### CreatorRank: XXXXXXX [#](/creator/twitter::1531936804139683840/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1531936804139683840/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [countries](/list/countries)  XXXXX% [currencies](/list/currencies)  XXX% [travel destinations](/list/travel-destinations)  XXX% [exchanges](/list/exchanges)  XXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) #2751, [warner bros](/topic/warner-bros) #589, [$wbd](/topic/$wbd) #40, [$whc](/topic/$whc) #1, [$cgeo](/topic/$cgeo) #1, [$pbr](/topic/$pbr) 4.95%, [gas](/topic/gas) #1707, [business](/topic/business) 4.5%, [$nflx](/topic/$nflx) #208, [ceo](/topic/ceo) #1771

**Top accounts mentioned or mentioned by**
[@firstnet](/creator/undefined) [@goonshotbot](/creator/undefined)

**Top assets mentioned**
[Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [PolkaBridge (PBR)](/topic/$pbr) [Netflix Inc (NFLX)](/topic/$nflx) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [YPF Sociedad Anonima (YPF)](/topic/$ypf) [Vonage Holdings Corporation (VG)](/topic/$vg) [BHP Group Limited (BHP)](/topic/$bhp) [American Airlines Group Inc (AAL)](/topic/$aal) [Parallax (PLX)](/topic/$plx) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Baker Hughes Co (BKR)](/topic/$bkr) [TotalEnergies SE (TTE)](/topic/$tte) [Bitcoin (BTC)](/topic/bitcoin) [Ecopetrol S.A (EC)](/topic/$ec) [Bank of America (BAC)](/topic/bank-of-america) [Basis Cash (BAC)](/topic/$bac) [Convex Finance (CVX)](/topic/$cvx) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [British American Tobacco (BTI)](/topic/british-american-tobacco) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Realio Network (RIO)](/topic/$rio) [Eden (EDEN)](/topic/$eden) [Teck Resources Limited (TECK)](/topic/$teck) [Mars Token (MRST)](/topic/$mrst) [Century Aluminum Co (CENX)](/topic/$cenx) [Morgan Stanley (MS)](/topic/morgan-stanley) [Chevron Corporation (CVX)](/topic/chevron-corp) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Enume AI (ENI)](/topic/$eni) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Golar LNG Ltd (GLNG)](/topic/$glng)
### Top Social Posts
Top posts by engagements in the last XX hours

"MicroStrategy $MRST purchases 18300 #Bitcoin for $XXXX billion. They now hodl 244800 $BTC"  
[X Link](https://x.com/lwsresearch/status/1834570766429348250)  2024-09-13T12:32Z 5479 followers, XXX engagements


"📊 Georgia Capital PLC $CGEO CFO Giorgi Alpaidze disclosed the sale of 14165 ordinary shares at XXXXX each on Sept. XX via the London Stock Exchange totaling 348K 💵. Following the transaction Alpaidze still holds 332652 ordinary shares (vested & unvested). Filing made under UK Market Abuse Regulation. #InsiderTransactions #LondonStockExchange #Finance"  
[X Link](https://x.com/lwsresearch/status/1968017944795115745)  2025-09-16T18:23Z 5477 followers, XXX engagements


"🚨 BREAKING: Chaos in Georgia $CGEO Protesters stormed the Presidential Palace in Tbilisi after a march from Freedom Square. Crowds breached the courtyard clashing with special forces using pepper spray. Riot police are reinforcing the perimeter as confrontations intensify 🔥🏛 #Georgia #Tbilisi #Protests"  
[X Link](https://x.com/lwsresearch/status/1974526213680148796)  2025-10-04T17:25Z 5477 followers, 2526 engagements


"🌊 The Sirius offshore project in Colombias Caribbean developed by Ecopetrol SA $EC and Petrleo Brasileiro S.A. Petrobras $PBR has completed nearly XX% of prior consultations according to Petrobras Colombias president Alcindo Moritz. The project is nearing Phase X when contracting will begin marking key progress in one of Colombias major exploration initiatives. ⚙#Ecopetrol #Petrobras #Energy"  
[X Link](https://x.com/lwsresearch/status/1978838356537512102)  2025-10-16T15:00Z 5477 followers, XXX engagements


"🌎 Woodside Energy Group Ltd $WDS agreed to sell a XX% stake in its Louisiana LNG project and XX% plus operatorship of the Driftwood pipeline to Williams Cos. Inc $WMB for $250M. The deal strengthens Woodsides balance sheet while giving Williams a key foothold in U.S. LNG infrastructure ahead of rising global demand for American gas exports 💨💰 #Woodside #Williams #LNG"  
[X Link](https://x.com/lwsresearch/status/1981133855353376840)  2025-10-22T23:01Z 5476 followers, XXX engagements


"📉 Century Aluminum $CENX plunged XX% after reports that Glencore Plc $GLEN plans to sell 9M shares via an overnight block trade worth up to $284.9M. The shares are being marketed at $30.65$31.65 up to a XXX% discount to Mondays close of $XXXXX. 💰 The unregistered sale handled by Morgan Stanley signals Glencore may be significantly reducing its stake in the U.S. aluminum producer. Trading volumes spiked as investors reacted to the potential ownership dilution. ⚙📊 #CenturyAluminum #Glencore #Metals"  
[X Link](https://x.com/lwsresearch/status/1988326308326039925)  2025-11-11T19:21Z 5477 followers, XXX engagements


"Petrobras $PBR is considering a X year capex plan of about $106B for 2026 to 2030 down from the $111B in last years plan as it shifts to Brent assumptions of roughly $XX to $XX instead of $XX. Jefferies says a X to XX% pullback could keep annual dividends near $8B to $9B in a $XX to $XX oil world. Board signs off Nov 28"  
[X Link](https://x.com/lwsresearch/status/1989027542511292639)  2025-11-13T17:48Z 5477 followers, 1238 engagements


"🍔 Restaurant Brands International Inc $QSR shares fell XXX% to $XXXXX premarket after 3G Capital cut its stake through a $1.2B secondary offering. The Brazil-based private equity firm sold 17.6M shares and entered a forward sale agreement for 9.8M shares with Bank of America $BAC as sole underwriter. Post-sale 3Gs stake drops from XXXX% to 22.3%. Despite the selloff $QSR recently beat Q3 estimates supported by strong traffic at Burger King and Tim Hortons. 📉 #QSR #Markets #PrivateEquity"  
[X Link](https://x.com/lwsresearch/status/1989336801115279722)  2025-11-14T14:17Z 5477 followers, XXX engagements


"Pluxee SA $PLXEE said it has reassessed the financial impact of Brazils new Workers Food Program (PAT) decree which introduces: (i) a cap on merchant commissions (ii) shorter reimbursement delays and (iii) interoperability among meal and food benefit issuers. Given uncertainties about scope and timing Pluxee is adopting a worst-case scenario for planning purposes and revising its FY2026 outlook: Stable total revenue (LFL) vs. prior guidance of high-single-digit growth. Slight organic expansion in recurring EBITDA margin (vs. +100 bps previously). XX% average recurring cash conversion rate for"  
[X Link](https://x.com/lwsresearch/status/1990365204337619141)  2025-11-17T10:23Z 5479 followers, XXX engagements


"🛢 Petrleo Brasileiro S.A. Petrobras $PBR confirmed the discovery of excellent-quality oil in the post-salt layer of Brazils Campos Basin within the Sudoeste de Tartaruga Verde block where it holds a XXX% stake. The exploratory well 4-BRSA-1403D-RJS drilled XXX km offshore at XXX m water depth identified an oil-bearing interval via electrical logs gas shows and fluid sampling. Samples will undergo laboratory analysis to define reservoir and fluid characteristics as Petrobras advances evaluation of the blocks potential. ⚙ #Petrobras #Oil #Brazil"  
[X Link](https://x.com/lwsresearch/status/1990514405570969652)  2025-11-17T20:16Z 5477 followers, XXX engagements


"💰 Petrobras $PBR paid R$199.6 billion in taxes and government take to federal state and municipal authorities from JanSep 2025 according to a filing with the U.S. SEC. Breakdown of payments: R$132.3B in taxes from Petrobras own operations R$46.9B in government take (royalties + special participation) R$20.4B in taxes withheld from third parties The federal government received R$114.8B equal to XXX% of total federal tax revenues in the period. Petrobras also paid R$83.3B in state taxes (mainly ICMS) representing XXXX% of state ICMS revenue and a XXX% YoY increase driven by higher sales of"  
[X Link](https://x.com/lwsresearch/status/1990705503178043664)  2025-11-18T08:55Z 5477 followers, XXX engagements


"🏭 Glencore plc $GLEN cut its stake in Century Aluminum Co $CENX by XX% to XX% cashing in on the stocks sharp rally driven by U.S. aluminum tariffs and strong profitability at domestic smelters. U.S. President Donald Trump doubled aluminum import tariffs to XX% on June X to boost domestic metal production a move that helped lift $CENX shares. Glencore Centurys largest shareholder supplies the company with alumina and purchases nearly all of its North American aluminum output for U.S. clients. On Nov. XX Glencore sold X million shares for $272.25M and converted all its Series A convertible"  
[X Link](https://x.com/lwsresearch/status/1990753974157520926)  2025-11-18T12:08Z 5477 followers, XXX engagements


"🛢 Transocean Ltd $RIG secured $89M in new firm backlog after multiple clients exercised contract options across its global fleet. 🔹 Petrobras $PBR extended the Deepwater Mykonos drillship for XX days adding $33M in backlog. 🔹 In Norway a client exercised a two-well option for the Transocean Enabler semisub at $453000/day (excluding services). 🔹 OMV Petrom extended the Transocean Barents semisub in Romania for one well at $480000/day. The awards span one ultra-deepwater drillship and two harsh-environment semisubs from Transoceans 27-rig fleet reinforcing demand for high-spec offshore"  
[X Link](https://x.com/lwsresearch/status/1990798989738811675)  2025-11-18T15:07Z 5477 followers, XXX engagements


"⛽ TotalEnergies SE $TTE and Chevron Corp $CVX are leading the bid to acquire a XX% operating stake in Galp Energia SGPS $GALPs Mopane block in Namibia a field estimated at 10B barrels. Galp will name the winner by year-end as global majors rush into Namibia a country poised to become a top-15 oil producer by 2035. Competition heats up as both companies already hold assets in the nearby Orange Basin 🚀🌍 #Energy #OilMarkets #Namibia"  
[X Link](https://x.com/lwsresearch/status/1991127054910193905)  2025-11-19T12:50Z 5479 followers, XXX engagements


"On Tuesday the City of Buenos Aires issued $XXX million in debt at a yield of XXXXX% with an average maturity of seven years adding to corporate issuances by YPDCB TGS $TGSDB Pampa $APAM Edenor $AEDN Pluspetrol and Tecpetrol. "With country risk stabilizing at around XXX basis points Argentine companies continue to take advantage of renewed investor appetite" Wise Capital noted"  
[X Link](https://x.com/lwsresearch/status/1991168735919378886)  2025-11-19T15:36Z 5477 followers, XXX engagements


"⚖ Bidders for Warner Bros Discovery Inc $WBD Paramount Skydance $PSKY Comcast Corp $CMCSA and Netflix Inc $NFLX face a heavy mix of political and regulatory risk as the sale process advances. Key watchpoints include how each deal would shift market share scrutiny tied to each bidders investors and potential signals from President Donald Trumps administration that could sway antitrust outcomes. The result: even strong offers may hinge on Washington not just price 💰⚠ #MediaMergers #AntitrustRisk #StreamingWars"  
[X Link](https://x.com/lwsresearch/status/1991950640998703319)  2025-11-21T19:23Z 5477 followers, 1252 engagements


"Petrobras $PBR informs about the payment of remuneration to shareholders"  
[X Link](https://x.com/lwsresearch/status/1992206200952291450)  2025-11-22T12:19Z 5477 followers, XXX engagements


"⛽ Argentinas state-controlled YPF SA $YPF will partner with Eni SpA $ENI to explore offshore oil in Uruguays OFF-5 block a 17000 km area XXX km off the coast with water depths up to 4100m. In 2026 Eni will run 3D seismic and the business case and under the deal will take a XX% stake and operatorship once approved by Uruguayan authorities. The pair also recently inked a pact to export LNG from Argentinas Vaca Muerta via two floating liquefaction units. 🌊📈 #EnergyTransition #LatAmOil #OffshoreExploration"  
[X Link](https://x.com/lwsresearch/status/1993367163491791244)  2025-11-25T17:12Z 5477 followers, XXX engagements


"🎬 Warner Bros. Discovery $WBD is asking bidders to submit sweetened offers by Dec. X after an initial round of bids per Bloomberg. Paramount Global $PARA Skydance Comcast Corp. $CMCSA and Netflix Inc. $NFLX are all vying to buy part or all of the company. Comcast and Netflix are focused on Warners vast film & TV library (from The Sopranos to Bugs Bunny) while Paramount is willing to buy the entire company including cable assets like TNT and Cartoon Network. Warner may enter exclusive talks with one bidder after reviewing improved offers. 📺💰 #MediaMerger #StreamingWar #M&A"  
[X Link](https://x.com/lwsresearch/status/1993416231022473682)  2025-11-25T20:27Z 5477 followers, 1024 engagements


"⛽ Venture Global $VG has signed a 20-year LNG supply deal with Tokyo Gas Co. $9531 agreeing to deliver X mtpa starting in 2030. Its Venture Globals fourth long-term contract with a Japanese buyer bringing its six-month total to XXXX mtpa of newly contracted LNG. The move underscores Japans renewed push for long-term U.S. energy imports as AI-driven demand rising clean-energy costs and a new national energy plan boost LNG appetitealigning with U.S. policy under Trump to expand LNG exports. 🔥 #LNG #EnergyMarkets #USExports"  
[X Link](https://x.com/lwsresearch/status/1993609257120395568)  2025-11-26T09:14Z 5477 followers, XXX engagements


"LNG Venture Global $VG accused Shell $SHEL of conducting a three-year campaign to damage its business after Shell appealed an arbitration loss according to a staff memo seen by the Financial Times on Wednesday"  
[X Link](https://x.com/lwsresearch/status/1993609779957113217)  2025-11-26T09:16Z 5477 followers, XXX engagements


"📉 RBC Capital Markets cuts its price target on Venture Global $VG to $XX (from $17) but keeps an Outperform rating. The new PT still implies XX% upside from the last close. RBC cites unresolved arbitration risk slightly lower estimates and rising uncertainty around long-term LNG pricing and margins. With four arbitrations pending and decisions unlikely before 2026 RBC says the cases will remain an overhang. Analyst split: X Buy / X Hold with a $XX average PT. Since its NYSE debut in January shares are down 71%. ⚠🔥 #LNG #EnergyStocks #AnalystRatings"  
[X Link](https://x.com/lwsresearch/status/1993681633442988198)  2025-11-26T14:01Z 5477 followers, 1323 engagements


"Petrobras $PBR cut its five-year investment plan by X% to $109B as it moves to protect cash flow amid weaker global oil prices. The company will allocate $91B to ongoing projects though $10B still requires budget approval pending financing review while the remaining capex is under evaluation with lower maturity. 🛢📉 #Petrobras #Oil #Brazil"  
[X Link](https://x.com/lwsresearch/status/1994227822445932798)  2025-11-28T02:12Z 5477 followers, XXX engagements


"🛢 Colombias Ecopetrol $EC plans to invest COP 2227 trillion (USD 5.87.1B) in 2026 maintaining its capital-discipline strategy. The company expects to drill 380430 development wells (95% in Colombia X% in the U.S.) and XXX exploratory wells mostly domestically. Ecopetrol projects 730000740000 boe/d of output next year allocating COP XXXX trillionabout XX% of total capexto upstream operations. The plan assumes $XX Brent and an average COP 4050/USD exchange rate. 💼 #Energy #Oil #LatAmMarkets"  
[X Link](https://x.com/lwsresearch/status/1994382410356600943)  2025-11-28T12:26Z 5477 followers, XXX engagements


"🔥 U.S. LNG facilities are pulling record natural-gas volumes with demand topping XX bcf/day for a third straight day per LSEG data. The surge is led by Cheniere Energy $LNG (Sabine Pass at XXX bcf) and Venture Global $VG (Plaquemines ramping up to XXX bcf). U.S. LNG demand averaged XX bcf/day in 2024 but Plaquemines' expansion has driven a sharp jump this year. LNG output typically rises in colder months as plants run more efficiently and summer outages end. ❄📈 #LNG #NatGas #EnergyMarkets"  
[X Link](https://x.com/lwsresearch/status/1994446227119702027)  2025-11-28T16:40Z 5477 followers, 1000 engagements


"🛢 Petrobras $PBR signaled that cost cuts may force a review of its planned XX offshore wells in Brazils Equatorial Margin as the company adjusts to expectations of persistently low Brent prices. In its 20262030 business plan Petrobras reduced regional investment by $500M bringing total capex for the area to $2.5B. CEO Magda Chambriard said some wells were prioritized while others were deprioritized based on crude-price assumptions though she didn't specify how many might be postponed. The Equatorial Marginespecially the environmentally sensitive Foz do Amazonas basinis seen as Petrobras most"  
[X Link](https://x.com/lwsresearch/status/1994534560080564727)  2025-11-28T22:31Z 5477 followers, XXX engagements


"⚠ U.S. White House officials have raised antitrust concerns over Netflix Inc $NFLXs reported bid for Warner Bros. Discovery Inc $WBD according to the NY Post. 🎬📉 #StreamingWars #Mergers #Antitrust"  
[X Link](https://x.com/lwsresearch/status/1995307098423599400)  2025-12-01T01:40Z 5477 followers, 1235 engagements


"🤝 TotalEnergies SE $TTE agreed to sell XX% of two offshore exploration licenses in Nigeria to Chevron Corp $CVX strengthening cooperation between the French and U.S. energy majors. After the deal TotalEnergies remains operator with a XX% stake alongside Chevron and South Atlantic Petroleum 🌍🛢 #Energy #Nigeria #OilDeals"  
[X Link](https://x.com/lwsresearch/status/1995436705604632713)  2025-12-01T10:15Z 5477 followers, XXX engagements


"❄ U.S. LNG exports hit a record XXXX MMT in November fueled by colder weather and strong output from top producers Cheniere Energy Inc $LNG and Venture Global LNG $VG. Cheniere shipped XXX MMT while Venture Global held steady at X MMT pushing U.S. gas demand for liquefaction to an all-time high of XX bcfd. Europe remained the key buyer taking XX% of volumes with Turkey emerging as the top importer 🚢📈 #LNG #EnergyMarkets #USExports"  
[X Link](https://x.com/lwsresearch/status/1995540314002506048)  2025-12-01T17:07Z 5477 followers, 1337 engagements


"Georgia Capital PLC $CGEO continues to buy back shares today repurchasing 10000 at an average price of 2774p"  
[X Link](https://x.com/lwsresearch/status/1995606879364665602)  2025-12-01T21:32Z 5477 followers, 1732 engagements


"⛴ Ecopetrol SA $EC completed its first-ever petrochemical export from Colombias Buenaventura port shipping XX tons of xylene and toluene to Peru and Chile. The company will now export XXX tons every XX days boosting margins by $4/ton and targeting market growth of up to X% in Ecuador. Annual exports from Buenaventura are expected to reach $6M improving logistics versus Caribbean routes and supporting the ports regional development 🌎📦 #Energy #Petrochemicals #SouthAmerica"  
[X Link](https://x.com/lwsresearch/status/1995638443938857083)  2025-12-01T23:37Z 5477 followers, XXX engagements


"Argentinas state oil company $YPF evaluating whether to allow cryptocurrency payments for gasoline and diesel at its service stations. $BTC"  
[X Link](https://x.com/lwsresearch/status/1996559209438261268)  2025-12-04T12:36Z 5476 followers, XXX engagements


"🏨 British American Tobacco $BTI $BATS plans to sell 7%15.3% of its stake in ITC Hotels Limited through an accelerated bookbuild as part of its strategy to reduce debt and move toward its 22.5x leverage target by end-2026. BAT received the stake after ITC Hotels January 2025 demerger from ITC Limited but says the holding is non-strategic. The final amount sold will depend on pricing outcomes with shares offered via BATs subsidiaries. ITC Hotels now operates 140+ hotels across 90+ destinations 📉 #Hotels #DebtReduction #BTI"  
[X Link](https://x.com/lwsresearch/status/1996564343496851602)  2025-12-04T12:56Z 5477 followers, XXX engagements


"🛢 A consortium of Petrobras $PBR and Shell $SHEL secured two offshore areas in Brazils Tupi and Atapu fields during a PPSA auction bidding BRL 7.79B ($1.47B) for Tupi and BRL 1B for Atapuslightly above minimum prices. A third block in the Mero field drew no bids and total proceeds fell short of Brazils BRL 10.2B revenue target as weaker Brent prices weighed on interest 🌊📉 #Oil #Brazil #Energy"  
[X Link](https://x.com/lwsresearch/status/1996571378208620982)  2025-12-04T13:24Z 5476 followers, XXX engagements


"📈 Argentinas S&P Merval $IMV is trading near its all-time high lifted by optimism over President Javier Mileis sweeping deregulation plans and steady FX conditions that keep fresh liquidity flowing into local equities. Analysts expect Argentina to restore access to external credit helped by bank offers of up to $7B versus $4.5B in debt coming due in January and a recent $20B currency swap with the U.S. The wholesale peso $USDARS remains stable slipping just XXX% ⚡📊 #Argentina #Stocks #Markets"  
[X Link](https://x.com/lwsresearch/status/1996583425528967434)  2025-12-04T14:12Z 5477 followers, XXX engagements


"🧲 USA Rare Earth $USAR jumped XX% after its unit Less Common Metals struck a supply agreement with Solvay and Arnold Magnetic Technologies the latter owned by Compass Diversified $CODI. The deal secures a reliable non-China supply of high-quality rare-earth materials for Arnolds advanced permanent magnets. CEO Barbara Humpton said the partnership strengthens the resilience of the rare-earth ecosystem outside China. USAR completed its LCM acquisition in November and shares are now up XX% YTD ⚡🌍 #RareEarths #SupplyChain #USAR"  
[X Link](https://x.com/lwsresearch/status/1996612314468880423)  2025-12-04T16:07Z 5476 followers, XXX engagements


"British American Tobacco $BATS has sold its X% stake in ITC Hotels for XXXX billion rupees ($424.70 million)"  
[X Link](https://x.com/lwsresearch/status/1996912050849595527)  2025-12-05T11:58Z 5476 followers, XXX engagements


"🍔 J.P. Morgan downgraded Wendys $WEN to neutral from overweight and slashed its Dec 2026 PT to $X (from $12) citing weakening U.S. system economics high capital requirements and uncertain turnaround visibility. Key pressure points: U.S. franchise AUVs down X% YoY to $1.9M well below the $2.3M$2.5M needed to justify new store builds. Franchise profitability is falling to $100K$150K before overhead & debt leaving only $50K$80K available to reinvest. Wendys will likely need to fund significant franchise capex. Capital intensity is expected to exceed $700M from FY26FY28 including: $400M+ for"  
[X Link](https://x.com/lwsresearch/status/1996923529216897085)  2025-12-05T12:44Z 5477 followers, XXX engagements


"The Trump administration reportedly views the proposed $XX billion deal for Netflix $NFLX to acquire Warner Bros. Discoverys $WBD film and streaming assets with heavy skepticism - CNBC"  
[X Link](https://x.com/lwsresearch/status/1996955987895324811)  2025-12-05T14:53Z 5476 followers, XXX engagements


"⚠ G7 and EU in talks to scrap Russias oil price cap and impose a full maritime-services ban The G7 and European Union are discussing eliminating the oil price cap on Russia while considering a complete ban on Moscows access to maritime services including shipping and insurance in a bid to further disrupt Russian oil exports 🚢. The shift would mark a major escalation in Western pressure replacing the current cap system with stricter restrictions aimed at weakening Russias ability to bypass sanctions 🔍. #Geopolitics #Energy #Sanctions"  
[X Link](https://x.com/lwsresearch/status/1996978182558290354)  2025-12-05T16:21Z 5476 followers, XXX engagements


"🎬 Netflix $NFLX has agreed to acquire the television film studio and streaming division of Warner Bros Discovery $WBD in a landmark $XX billion deal one of the largest U.S. tech-media transactions of the past decade. The acquisition hands Netflix control of one of Hollywoods most valuable and historic content assets marking a transformative moment for the streaming pioneer and reshaping the competitive landscape of entertainment forever 🚀📺 #Streaming #Mergers #NFLX"  
[X Link](https://x.com/lwsresearch/status/1997068970785202595)  2025-12-05T22:22Z 5476 followers, 1167 engagements


"David Ellisons Hunt for $WBD Made David Zaslav Richer And the Battle May Not Be Over - CNBC 🎬 A bidding war that backfired on Paramount David Ellison CEO of Paramount Skydance $PSKY set off the entire sale process for Warner Bros. Discovery (WBD) when he first approached the board in September with a merger proposal. His pursuit attracted Comcast and Netflix doubled WBDs share price and ultimately resulted in Netflix winning exclusive negotiations to buy Warner Bros. Studios + HBO Max for $27.75/share ($72B equity value). Instead of boosting Paramounts strategic position Ellison"  
[X Link](https://x.com/lwsresearch/status/1997074950981595599)  2025-12-05T22:45Z 5476 followers, XXX engagements


"Netflix $NFLX WBD $WBD Deal Faces a Fast Agreement but a Slow Regulatory Road -CNBC 🚨 A Huge Deal That Reshapes Streaming Netflix surprised the entire media sector by announcing a $XX billion acquisition of Warner Bros. Studios and HBO Max. If approved the combined entity would control: 300M Netflix subscribers 128M HBO Max subscribers Together they would hold XX% of global mobile streaming MAUs up from Netflixs current 46%. Analysts immediately called it a decisive power move: This deal cements Netflixs position as the premier streaming service for original content. William Blai ⚖"  
[X Link](https://x.com/lwsresearch/status/1997325225373938130)  2025-12-06T15:20Z 5477 followers, XXX engagements


"💰 BHP Group $BHP will sell XX% of its XX% stake in the power network that feeds its massive Pilbara iron ore operations to BlackRocks Global Infrastructure Partners (GIP) $BLK for $2B. Under the deal BHP will pay a tariff over XX years unlocking capital as it seeks growth beyond iron ore with a strategic pivot toward copper a key metal for the energy transition ⚡🌎 #Mining #Infrastructure #BHP"  
[X Link](https://x.com/lwsresearch/status/1998225716794548711)  2025-12-09T02:58Z 5487 followers, XXX engagements


"📉 HelloFresh $HFG fell over X% after Morgan Stanley cut its rating to underweight warning that the companys U.S. ready-to-eat (RTE) unit is deteriorating further in Q4. New data from SensorTower and SimilarWeb show weakening demand for Factor with daily active users falling sharply since mid-November and YoY trends turning negative. The brokerage now expects a XXX% YoY decline in Q4 RTE revenue and flat growth in 2026 (previously +3%). Competition is intensifying: private rival CookUnity posted XX% recurring-revenue growth to $500M while Hungryroot and Home Chef appear to be gaining share."  
[X Link](https://x.com/lwsresearch/status/1998367348948860999)  2025-12-09T12:21Z 5487 followers, XXX engagements


"💼 Vermilion Energy Inc. $VET has reduced its stake in Coelacanth Energy Inc. through a major block sale that triggered an early-warning filing. Vermilion sold 30M shares of Coelacanth at $XXXX each for $22.8M cutting its ownership from XXXX% to XXXX% of outstanding shares. The company said the sale aligns with its priority of deleveraging and strengthening balance-sheet resilience. Under an amended investor rights agreement Vermilion cannot sell more than 60M of the shares it held prior to this transaction before June X 2026 without Coelacanths consent though it may still adjust its holdings"  
[X Link](https://x.com/lwsresearch/status/1998369155636928873)  2025-12-09T12:28Z 5487 followers, XXX engagements


"⛏ Glencore plc $GLEN is accelerating its copper strategy guiding to 1Mt of annual output by 2028 and targeting 1.6Mt by 2035. From 20262029 copper production is set to grow XXX% CAGR driving a X% CAGR in overall copper-equivalent volumes. A key pillar is the restart of the Alumbrera mine in Argentina in Q4 2026 with first output expected H1 2028 and projected totals of 75kt copper 317koz gold and 1kt molybdenum over four years. CEO Gary Nagle says the restart will enable the MARA project by preserving infrastructure and workforce. While copper growth will be self-funded Glencore may seek"  
[X Link](https://x.com/lwsresearch/status/1996232788270289248)  2025-12-03T14:59Z 5487 followers, XXX engagements


"⛏ Glencore $GLEN will restart Argentinas Alumbrera copper mineclosed since 2018with operations reactivating in late 2026 and first production expected in H1 2028. The decision follows stronger metal prices and a more supportive fiscal regime. Once fully permitted and running Alumbrera is set to produce 75000 t of copper 317000 oz of gold and 1000 t of molybdenum over its four-year cycle 📈⚡ #Mining #Copper #Argentina"  
[X Link](https://x.com/lwsresearch/status/1996275138808131819)  2025-12-03T17:47Z 5487 followers, XXX engagements


"Georgia Capital PLC $CGEO continues to buy back shares today repurchasing 10000 at an average price of 2867p"  
[X Link](https://x.com/lwsresearch/status/1997062572403474489)  2025-12-05T21:56Z 5487 followers, 1602 engagements


"Dec X (ET) U.S. spot Bitcoin $BTC ETFs saw $60.48M net outflows despite BlackRocks IBIT leading with $28.76M in single-day inflows. Spot Ethereum $ETH ETFs recorded $35.49M net inflows. Spot Solana $SOL ETFs posted $1.18M net inflows. Spot XRP ETFs recorded $38.04M net inflows"  
[X Link](https://x.com/lwsresearch/status/1998372318511587677)  2025-12-09T12:41Z 5487 followers, XXX engagements


"💰 A proposed $20B rescue package for Argentina led by JPMorgan Chase & Co $JPM Bank of America Corp $BAC and Citigroup Inc $C has been shelved with banks instead opting for a smaller short-term loan package according to WSJ. The shift signals ongoing caution from Wall Street toward Argentinas risk profile despite recent political changes ⚠ #Argentina #EmergingMarkets #Banking"  
[X Link](https://x.com/lwsresearch/status/1991625313227260038)  2025-11-20T21:50Z 5487 followers, 4226 engagements


"❄ U.S. natural gas stocks slid as futures $NG2 dropped X% pressured by forecasts for warmer-than-expected weather near-record production and ample storage. Shares of major gas playersincluding Cheniere Energy $LNG Excelerate Energy $EXE and Williams Companies $WMBfollowed the decline mirroring weaker global gas prices 🔻📉 #NaturalGas #EnergyMarkets #USStocks"  
[X Link](https://x.com/lwsresearch/status/1998067622940709003)  2025-12-08T16:30Z 5487 followers, XXX engagements


"🛢 Iraq is exploring potential investments in Chevrons $CVX assets and in Russias Lukoil operations at the West Qurna-2 oil field the companys largest foreign holding. Prime Minister Mohammed Shia al-Sudani discussed with Chevron both Nasiriyah field opportunities and possible cooperation on West Qurna-2 where Lukoil is reassessing its position after U.S. sanctions. Chevron alongside Exxon Mobil $XOM is viewed as a potential bidder for Lukoils overseas assets amid the reshuffling triggered by geopolitical pressure 🤝🌍 #OilMarkets #Iraq #Energy"  
[X Link](https://x.com/lwsresearch/status/1998360453429289116)  2025-12-09T11:53Z 5487 followers, XXX engagements


"🚬 British American Tobacco $BATS CEO Tadeu Marroco said a final ITC ruling in the U.S. vape case is expected within weeks offering clarity for its new-category strategy. He added that the combustibles market looks slightly more supportive and BAT does not expect U.S. vape products to drag performance in 2026. Marroco also noted BAT will lap Bangladesh next yearsuggesting easier compswhile emphasizing that the FDA recognizes the unregulated vape surge stems from the lack of legal flavored options in the U.S. These comments highlight BATs positioning as regulatory dynamics shift across key"  
[X Link](https://x.com/lwsresearch/status/1998375860122865965)  2025-12-09T12:55Z 5487 followers, XXX engagements


"📈 Strategy $MRST Reports First Profit in Six Quarters as Bitcoin Surges Past $120K 🔍Strategy reported its first quarterly profit in six quarters driven by a historic rally in cryptocurrencies and a pivotal moment for digital assets regulation in the U.S. 💰 Q2 2025 Financial Highlights Net income: $XXXX billion or $XXXXX per share vs. a $XXXXX million loss a year earlier. Benefited from a $XX billion unrealized gain in Bitcoin fair value. The company now holds 597325 BTC with an average cost of $70982. BTC traded at $116600 at quarter-end briefly crossing $120000. 🏛 Macro Tailwinds: The"  
[X Link](https://x.com/lwsresearch/status/1951029027587633376)  2025-07-31T21:15Z 5477 followers, XXX engagements


"🥇 Copper production Q2 2025: BHP Group $BHP leads with 516200t followed by Freeport-McMoRan $FCX (436809t) and Codelco (365000t). Other majors: Zijin Mining (282429t) Southern Copper $SCCO (239980t) and Rio Tinto $RIO (229000t). Glencore $GLEN Anglo American $AAL Antofagasta $ANTO CMOC $3993 and KGHM $KGH round out the top tier 🔥📈 #Copper #Mining #Commodities"  
[X Link](https://x.com/lwsresearch/status/1969407508054745326)  2025-09-20T14:25Z 5480 followers, 6672 engagements


"Georgia Capital PLC $CGEO continues to buy back shares today repurchasing 12500 at an average price of 2376p"  
[X Link](https://x.com/lwsresearch/status/1970908170471325829)  2025-09-24T17:48Z 5480 followers, 2005 engagements


"⚡ Diversified Energy $DEC will shift its primary listing to the NYSE keeping a secondary London listing. The Alabama-based energy firm listed in London since 2017 said the U.S. is its natural long-term home with XX% of shares already held by U.S. investors. The move mirrors a broader trend of companies prioritizing U.S. markets 📊 #Energy #Stocks #NYSE"  
[X Link](https://x.com/lwsresearch/status/1973330060821074372)  2025-10-01T10:12Z 5479 followers, XXX engagements


"Georgia Capital PLC $CGEO continues to buy back shares today repurchasing 12500 at an average price of 2357p"  
[X Link](https://x.com/lwsresearch/status/1976343034578235721)  2025-10-09T17:44Z 5476 followers, 2415 engagements


"Georgia Capital PLC $CGEO continues to buy back shares today repurchasing 12500 at an average price of 2580p"  
[X Link](https://x.com/lwsresearch/status/1983251416723730447)  2025-10-28T19:15Z 5476 followers, 1540 engagements


"📈 Pluxee $PLX 💰Results 💰 Highlights Robust commercial and topline performance supported by balanced and resilient business model fueled by multiple growth drivers maintaining the Group on track to achieve full-year targets XXX million euros Total Revenues in Q3 Fiscal 2025 growing organically by +11.1% driven by Employee Benefits up +12.3% organically XXX million euros Operating revenue up +11.1% organically more weighted toward Latin America and Rest of the world in line with anticipations XX million euros Float revenue growing up +10.8% organically at a slightly stronger pace than"  
[X Link](https://x.com/lwsresearch/status/1983778433764147384)  2025-10-30T06:10Z 5476 followers, 4314 engagements


"⛏ Whitehaven Coal Ltd $WHC.AX provided an update on its on-market share buyback program confirming it repurchased 128016 shares on Oct XX 2025 at prices between A$7.15 and A$7.30 totaling A$923069. To date the company has bought back 6.62M shares for A$39.3M out of a maximum 41.6M shares (A$48M) authorized between Aug XX 2025 and Mar XX 2026. UBS Securities Australia is managing the buyback which aims to enhance shareholder value amid strong cash generation and capital discipline. 💼📈 #Mining #Coal #Buyback"  
[X Link](https://x.com/lwsresearch/status/1985264892350279836)  2025-11-03T08:36Z 5476 followers, XXX engagements


"⚙ Glencore Plc $GLEN.L is reportedly planning to close its Horne copper smelter in Quebec Canadas largest copper metal-producing facility due to environmental challenges and over $200M in needed upgrades according to sources cited by Reuters. The Horne and CCR plants employing over 1000 workers produce an estimated 300000+ metric tons of copper annually. A shutdown would tighten global copper supply reinforcing deficit forecasts and supporting record-high prices above $11200/ton. Glencore stated it is not currently considering the closure and continues to pursue emissions reduction plans and"  
[X Link](https://x.com/lwsresearch/status/1985328537373454413)  2025-11-03T12:49Z 5477 followers, XXX engagements


"⛏ Whitehaven Coal Ltd $WHC.AX released a daily update on its ongoing on-market share buyback confirming it repurchased 92691 shares on Nov X 2025 at prices between A$7.06 and A$7.20 for a total of A$662581. To date Whitehaven has bought back 7.05M shares worth A$42.37M out of the 41.6M-share (A$48M) authorization valid from Aug XX 2025 to Mar XX 2026. The program executed via UBS Securities Australia aims to optimize capital allocation and enhance shareholder returns amid solid coal market conditions. 📈 #Mining #Coal #Buyback #ASX"  
[X Link](https://x.com/lwsresearch/status/1986567459152011386)  2025-11-06T22:52Z 5476 followers, XXX engagements


"⛏ Whitehaven Coal Ltd $WHC continues its on-market share buy-back repurchasing 127683 shares on Nov X for A$922781 at prices between A$7.18A$7.27. To date the miner has bought back 7.15M shares worth A$43M with a maximum target of 41.6M shares under its current program (Mar 2025 Mar 2026) executed via UBS Securities Australia. 💰📉 #WhitehavenCoal #Buyback #ASX"  
[X Link](https://x.com/lwsresearch/status/1987775187215937922)  2025-11-10T06:51Z 5479 followers, XXX engagements


"Pluxee $PLX acknowledged Brazils new decree on the Workers Food Program (PAT) which introduces changes to the merchant discount rate (MDR) reimbursement timelines and voucher processing. The company warned the measures effective in XX days deviate from prior industry discussions and could threaten the programs long-term sustainability raising risks of misuse non-compliance and credit imbalances particularly with public clients. Pluxee said the new rules interfere with private commercial relations and limit issuers ability to innovate and compete adding it is considering legal action with the"  
[X Link](https://x.com/lwsresearch/status/1988389770469257309)  2025-11-11T23:33Z 5476 followers, 1932 engagements


"🌏 Venture Global Inc. $VG signed a long-term LNG supply deal with Japans Mitsui & Co. $8031 its third contract in a week. The U.S. exporter will deliver 1M tons/year starting in 2029 expanding its presence in Asia. ⚡ The deal follows 20-year agreements with Naturgy Energy Group SA $NTGY (1M tons/year from 2030) and Atlantic SEE LNG Trade SA (0.5M tons/year). Venture Global $VG continues to secure global buyers ahead of its next export phase. 💨📈 #VentureGlobal #LNG #Energy"  
[X Link](https://x.com/lwsresearch/status/1988390087101501828)  2025-11-11T23:35Z 5478 followers, XXX engagements


"Brazils Finance Ministry expects new measures to cut intermediation costs in the meal voucher market to generate annual savings of about X billion reais ($1.48B). $EDEN $PLX Announced Tuesday the reforms cap merchant fees at XXX% and reduce settlement times to XX days from XX. The ministry said this should allow restaurants and supermarkets to lower prices without hurting margins. The move sent shares of Edenred $EDEN and Pluxee $PLX sharply lower as both dominate the sector alongside VR and Alelo (owned by Bradesco and Banco do Brasil) together controlling XX% of the market. The new rules"  
[X Link](https://x.com/lwsresearch/status/1988707269593252119)  2025-11-12T20:35Z 5476 followers, 1658 engagements


"Solvay $SOLB Europe's leading rare earth manufacturer says it has established new partnerships to strengthen supply chains in the United States"  
[X Link](https://x.com/lwsresearch/status/1988912136748229037)  2025-11-13T10:09Z 5477 followers, XXX engagements


"🌱 Alcoa Corp $AA and Rio Tinto Plc $RIO have reached a key milestone in their Elysis joint venture proving high-amperage aluminum production with zero direct CO emissions at Rio Tintos Alma smelter in Qubec . The breakthrough moves the low-carbon technology closer to commercial rollout by 2030. ⚙ #Sustainability #Aluminum #Innovation"  
[X Link](https://x.com/lwsresearch/status/1988916844648972472)  2025-11-13T10:28Z 5478 followers, XXX engagements


"⛽ Chandra Asri Pacific Tbk $TPIA announced a $750M financing package from KKR & Co Inc $KKR to support its acquisition of ExxonMobils $XOM Esso retail fuel network in Singapore. The deal strengthens Chandra Asris downstream and energy retail footprint in Southeast Asia while aligning with KKRs investment strategy in regional energy infrastructure. ⚙ #Energy #M&A #Singapore"  
[X Link](https://x.com/lwsresearch/status/1990365891960221885)  2025-11-17T10:26Z 5478 followers, XXX engagements


"💰 Whitehaven Coal Ltd $WHC continued its on-market share buy-back repurchasing 65282 shares on Nov XX 2025 for A$456496 at prices between A$6.92A$7.02. To date 7.69M shares worth A$46.92M have been repurchased leaving 33.87M shares available under the A$48M program running through Mar XX 2026. ⚒ #Buyback #ASX #Coal"  
[X Link](https://x.com/lwsresearch/status/1990373206159421717)  2025-11-17T10:55Z 5479 followers, XXX engagements


"📈 Bank of America Corp $BAC raised its price target on Braskem S.A. $BAK from $XXXX to $XXXX implying a XX% upside from the current $XXXX. The upgrade reflects Brazils newly approved PL 892/2025 which grants tax benefits under the REIQ/Presiq regimes boosting Braskems EBITDA outlook to $1.4B (2026-27) and $1.6B (2028) up 2332%. Despite stronger projections BofA kept a Neutral rating citing Braskems heavy debt load and weak financial-health profile ⚠📉 #Stocks #Brazil #Chemicals"  
[X Link](https://x.com/lwsresearch/status/1991129035150073936)  2025-11-19T12:58Z 5478 followers, 1047 engagements


"🔌 Edenred SE $EDEN has partnered with Tesla Inc $TSLA to add Teslas Supercharger network to Edenreds European e-mobility offering giving corporate users access to 20000+ charging points across Europe. Drivers will be able to use Tesla Superchargers through UTA eCharge and Ticket Fleet Pro strengthening Edenreds position in EV fleet and corporate mobility solutions 🚗⚡ #EVCharging #Tesla #Mobility"  
[X Link](https://x.com/lwsresearch/status/1991438109670613208)  2025-11-20T09:26Z 5478 followers, XXX engagements


"⛏ BHP Group Ltd $BHP has renewed its takeover approach to Anglo American plc $AAL according to people familiar with the talks marking the latest twist in a consolidation race reshaping global mining. The move comes as Anglo American is simultaneously pursuing its own major deal for Teck Resources Ltd $TECK adding complexity to negotiations and raising the stakes for control of key copper and critical-minerals assets ⚠💰 #Mining #Mergers #Commodities"  
[X Link](https://x.com/lwsresearch/status/1992559296391901603)  2025-11-23T11:42Z 5479 followers, 1485 engagements


"🏭 BHP $BHP walks away from its last attempt to acquire Anglo American $AAL ending talks just weeks before Anglo and Teck Resources $TECK vote on their planned $60B merger. BHP still sees strong strategic merits but says it remains confident in its own organic growth path. Anglo shares are up XX% YTD while BHP has gained 2%. The withdrawal also means BHP cant bid again for six months under UK rules. 🌍📉 #MiningDeals #CopperMarket #Mergers"  
[X Link](https://x.com/lwsresearch/status/1992884590952714495)  2025-11-24T09:14Z 5476 followers, XXX engagements


"💰 Whitehaven Coal Ltd $WHC continues its on-market buyback purchasing 143825 shares on Nov XX. The programrunning from Mar XX 2025 to Mar XX 2026allows up to 41.62M shares (A$48M) to be repurchased. So far 8.06M shares have been bought with prices ranging from A$4.96 to A$7.39. 📉📊 #ASX #Buybacks #EnergyStocks"  
[X Link](https://x.com/lwsresearch/status/1992888044622315561)  2025-11-24T09:28Z 5479 followers, XXX engagements


"💰 Whitehaven Coal Ltd $WHC keeps buying under its on-market buyback repurchasing 173042 shares on Nov XX at A$6.696.85 lifting total buybacks to 8.2M shares out of a planned 41.6M with 33.2M shares of capacity still available under the program running to XX Mar 2026 and targeting up to A$48M in shares. ⛏📉 #ASX #Buybacks #EnergyStocks"  
[X Link](https://x.com/lwsresearch/status/1993262794557260178)  2025-11-25T10:17Z 5479 followers, XXX engagements


"🔄 Pluxee N.V. $PLX disclosed fresh treasury-share purchases for Nov 1721 2025 buying back a total of 249370 ordinary shares (ISIN NL0015001W49) across XPAR DXE and TQE at daily weighted average prices of roughly 13.2713.75. The moves highlight ongoing capital return and balance-sheet optimization. 📈 #ShareBuyback #EuropeStocks #TreasuryShares"  
[X Link](https://x.com/lwsresearch/status/1993263807020327415)  2025-11-25T10:21Z 5476 followers, 1192 engagements


"💰 Whitehaven Coal Ltd $WHC continued its on-market buyback on Nov XX repurchasing 63284 shares at A$6.816.97 bringing total buybacks to 8.37M shares. The programcapped at 41.62M shares and up to A$48M through Mar XX 2026now has 33.18M shares of remaining capacity. ⛏📉 #ASX #Buybacks #EnergyStocks"  
[X Link](https://x.com/lwsresearch/status/1993614426704863317)  2025-11-26T09:34Z 5479 followers, XXX engagements


"📉 Whitehaven Coal Ltd $WHC continues its buyback program: on November XX it repurchased 63136 shares reaching a cumulative total of 8437757 shares withdrawn. The day's trading represented AUD 444.3K at prices between AUD XXXX and XXXX with a regulatory limit of AUD XXXXX. The company can still repurchase 33120297 shares within the maximum cap. 🔄💼 #Buybacks #ASX #CapitalReturn"  
[X Link](https://x.com/lwsresearch/status/1993981476254208089)  2025-11-27T09:53Z 5479 followers, XXX engagements


"Argentina signs its first large-scale LNG export contract to Europe as Southern Energy (SESA) owned by Pan American Energy (private) Golar LNG Ltd $GLNG YPF SA $YPF Pampa Energa SA $PAM and Harbour Energy plc $HBR agrees to supply Germanys Securing Energy for Europe (SEFE) with X MTPA of LNG for X years from 2027 via the Hilli Episeyo FLNG. The deal could generate over $7B in exports and support $6B+ in LNG infrastructure investment boosting Argentinas role as a future global LNG exporter and strengthening Europes energy security 🌍🧊💰 #LNG #Argentina #EnergySecurity"  
[X Link](https://x.com/lwsresearch/status/1995520538152673313)  2025-12-01T15:49Z 5477 followers, 12.8K engagements


"📉 Whitehaven Coal Ltd $WHC continued its on-market buyback repurchasing 73004 shares on Monday (after 62085 on Friday) for AUD$508892.63 with prices between AUD$6.90$7.01. The program has now bought back 8.61M shares to date on Mondays tally with 32.94M shares still available under the mandate. The highest price allowed under ASX Rule XXXX was AUD$7.241 💼🔥 #Buybacks #ASX #EnergyStocks"  
[X Link](https://x.com/lwsresearch/status/1995832462534934652)  2025-12-02T12:28Z 5476 followers, XXX engagements


"📉 Whitehaven Coal Ltd $WHC cancelled 2505021 shares as part of its on-market buy-back with a total consideration of AUD 17.66M. The cancellations took place between Oct XX and Dec X reducing the companys outstanding share count to 827.99M shares. The move tightens capital structure while buybacks continue to support shareholder returns 🔄💼 #Buybacks #ASX #EnergyStocks"  
[X Link](https://x.com/lwsresearch/status/1995832815737250037)  2025-12-02T12:29Z 5478 followers, XXX engagements


"📢 Whitehaven Coal Ltd $WHC re-issued its ASX buy-back notification (Appendix 3C) after a platform issue on Dec X required the ASX to reset the electronic sequence. The company clarified this does NOT start a new buy-back it simply continues the program updated on Aug XX. Since then Whitehaven has repurchased 4.5M shares for A$30.8M underscoring its ongoing capital-return strategy 🔄💼 #ASX #Buybacks #EnergyStocks"  
[X Link](https://x.com/lwsresearch/status/1995833848358129809)  2025-12-02T12:34Z 5478 followers, XXX engagements


"🛢 Petrleo Brasileiro S.A. Petrobras $PBR received ANP approval for the redetermination of the Tupi Shared Reservoir raising its participation from XXXXXX% to 67.457%. Partners Shell plc $SHEL and Petrogal (Galp Energia $GALP) see slight reductions while PPSA adjusts its share under Brazils pre-salt framework. The change triggers financial compensations tied to past volumes with Petrobras expecting to book the gain in 4Q25 and receive cash in 1Q26 📈 #Energy #Brazil #OilMarkets"  
[X Link](https://x.com/lwsresearch/status/1995834180299595873)  2025-12-02T12:35Z 5477 followers, XXX engagements


"📉 Whitehaven Coal Ltd $WHC updated its ASX filing confirming 74523 shares were repurchased on Dec X for AUD 529528 at prices between AUD 7.027.14. The refreshed Appendix 3Crequired after an ASX system issuereaffirms the ongoing buy-back (not a new one) authorizing up to 37.1M shares through March XX 2026. Since Aug XX Whitehaven has bought back 4.5M shares for AUD 30.8M 🔄💼 #ASX #Buybacks #EnergyStocks"  
[X Link](https://x.com/lwsresearch/status/1996047887617155181)  2025-12-03T02:44Z 5476 followers, XXX engagements


"📉 Michael Saylors Strategy $MSTR is in talks with MSCI Inc $MSCI as the index provider weighs removing companies whose core business is buying crypto with a decision expected before Jan XX. JPMorgan warns a removal could trigger up to $8.8B in outflows if other index firms follow though Saylor insists exclusion wont make any difference. Strategy shares are down XX% YTD underperforming Bitcoin $BTCUSD as its leveraged BTC-accumulation model faces pressure after Novembers sharp crypto selloff. MSCIs proposal targets firms whose digital-asset holdings exceed XX% of total assets ⚠📊"  
[X Link](https://x.com/lwsresearch/status/1996211934627070036)  2025-12-03T13:36Z 5480 followers, XXX engagements


"⚒ Glencore Plc $GLEN signaled it would insist on keeping an equal stake in its Chilean copper JV with Anglo American Plc $AAL if the operation ultimately merges with the neighboring mine owned by Teck Resources Ltd $TECK once those rivals combine. CEO Gary Nagle told investors: We wont be a junior partner adding Glencore is prepared to inject cash to maintain parity in any future consolidation 💼🔋 #Copper #Mining #M&A"  
[X Link](https://x.com/lwsresearch/status/1996272346936840337)  2025-12-03T17:36Z 5479 followers, XXX engagements


"🛢 Shell plc $SHEL has exited Argentinas LNG project led by YPF $YPF just one year after signing a development agreement. Shell cited project dynamics and a significant change in scope that no longer justified continued participation 📉 #Energy #Argentina #LNG"  
[X Link](https://x.com/lwsresearch/status/1996563827186610607)  2025-12-04T12:54Z 5485 followers, XXX engagements


"🛢 YPF $YPF expects a mid-2026 FID on its $20B LNG project with partners Eni $ENI and XRG targeting XX mtpa of output. Exports from this phase are projected to start in 20302031 roughly four years after FID. Shell $SHEL has exited a separate phase of the LNG development after its scope was cut from XX to X mtpa. YPF plans to bring in a new partner as it prioritizes the EniXRG phase linked to Vaca Muerta. The company also sees potential to resume dividends in 20282029 depending on oil and gas prices ⚡🌍 #LNG #Argentina #Energy"  
[X Link](https://x.com/lwsresearch/status/1996575474105864255)  2025-12-04T13:41Z 5487 followers, XXX engagements


"⛏ BHP $BHP has begun testing electric haul trucks at its Jimblebar iron ore mine in Western Australia receiving two battery-powered units as part of a joint pilot with Rio Tinto $RIO and Caterpillar $CAT. The goal: evaluate whether electric battery tech can replace diesel in large-scale iron ore operations. The companies will independently assess whether to expand the pilot after initial trials. BHP says diesel replacement requires rethinking operations including charging infrastructure energy management and supply chains ⚡🚚#Mining #Decarbonization #BHP"  
[X Link](https://x.com/lwsresearch/status/1996913505346187722)  2025-12-05T12:04Z 5479 followers, XXX engagements


"🛢 YPF $YPF Vista $VISTA/A Shell Argentina $SHEL and Equinor have signed long-term crude export agreements with Chiles state oil company ENAP paving the way for expanded shipments of Vaca Muerta shale oil through 2033. The deal covers an initial 70000 bpd with estimated revenues of $12B over its term. Exports leverage key cross-border infrastructurethe restored Oleoducto Trasandino (OTA) and the new Vaca Muerta Norte pipelinenow responsible for XX% of Neuquns crude exports. Argentina aims to strengthen its position as a major energy exporter with Vaca Muerta supplying XX% of national oil"  
[X Link](https://x.com/lwsresearch/status/1996928938019344516)  2025-12-05T13:05Z 5478 followers, XXX engagements


"🛢 U.S. energy firms added drilling rigs for the fourth time in five weeks according to the latest report from Baker Hughes $BKR signaling a modest pickup in activity despite still-weak oil and gas prices. Key highlights: Total oil & gas rig count rose +5 to XXX the highest since late November. Oil rigs increased +6 to XXX also the highest since late November. Gas rigs fell X to XXX the lowest level since late November. Louisiana rigs jumped +4 to XX the highest since March 2024. New Mexico rigs edged +1 to XXX the highest since September 2024. Despite this weeks rise U.S. drilling has been"  
[X Link](https://x.com/lwsresearch/status/1997068423075865041)  2025-12-05T22:19Z 5478 followers, XXX engagements


"President Donald Trump signals potential antitrust issues for Netflix Inc. $NFLX acquisition of Warner Bros. Discovery Inc. $WBD The President while complimentary of Netflix noted the combined entity's "big market share" could become "a problem." The deal will undergo a review process. 🚨🍿💼 #Antitrust #StreamingWars #MergerRisk"  
[X Link](https://x.com/lwsresearch/status/1997818502418190836)  2025-12-08T00:00Z 5477 followers, 1120 engagements


"EchoStar $SATS) has terminated its constellation contract with MDA Space $MDA due to a strategic shift following spectrum allocation discussions with the FCC. EchoStar has agreed to sell its AWS-4 and H-block spectrum licenses to SpaceX. MDA Space emphasizes that the termination is unrelated to their performance and confirms they will receive compensation for all termination costs and fees. The company maintains its $XXX billion backlog (excluding the EchoStar contract) and reiterates its fiscal 2025 financial outlook. MDA Space continues to pursue opportunities in digital satellite"  
[X Link](https://x.com/lwsresearch/status/1965013387739554074)  2025-09-08T11:24Z 5488 followers, 11.3K engagements


"Georgia Capital PLC $CGEO continues to buy back shares today repurchasing 10000 at an average price of 2840p"  
[X Link](https://x.com/lwsresearch/status/1996347703018852689)  2025-12-03T22:35Z 5488 followers, 1743 engagements


"📘 Whitehaven Coal Ltd $WHC reported its latest on-market share buyback activity confirming the repurchase of 125976 shares on Dec X following 74523 shares bought earlierbringing remaining capacity to 36.9M shares out of a planned 37.1M. The buyback running Dec X 2025 to Mar XX 2026 is part of a AUD 48M program with 4.5M shares already repurchased since August for about AUD 30.8M. Prices on Dec X ranged from AUD XXXX to AUD XXXX handled via UBS Australia 💼📈 #Buyback #ASX #WHC"  
[X Link](https://x.com/lwsresearch/status/1996584912036458702)  2025-12-04T14:18Z 5487 followers, XXX engagements


"🚢 Flex LNG $FLNG has appointed Marius Foss as its new CEO of Flex LNG Management AS after serving as Interim CEO and Chief Commercial Officer. Foss who brings 35+ years of shipping experience from Frontline Golar LNG $GLNG and Avance Gas has been central to shaping Flex LNGs commercial strategy since 2018. The Board highlighted his strong leadership and commercial track record while Foss emphasized the companys modern fleet robust contract backlog and strong balance sheet as key advantages for future growth ⚓📈 #Shipping #LNG #FLNG"  
[X Link](https://x.com/lwsresearch/status/1996922941804552619)  2025-12-05T12:41Z 5488 followers, XXX engagements


"🛢 Repsol $REP and TotalEnergies $TTE are merging their North Sea upstream businesses with Neo Next Energy creating the largest upstream platform in the UK. The combined entity Neo Next+ is set to exceed 250000 boe/day in 2026 backed by high-quality assets from TotalEnergies UK and a strengthened balance sheet. Under the deal TotalEnergies acquires XXXX% of Neo Next alongside HitecVision (28.875%) and Repsol (23.625%). The merger boosts synergies operational scale and long-term resilience in one of the worlds richest oil & gas regions 🌊🚀 #EnergyDeals #NorthSea #Upstream"  
[X Link](https://x.com/lwsresearch/status/1998044732157550616)  2025-12-08T14:59Z 5488 followers, XXX engagements


"🔋 Albemarle Corp. $ALB jumped after Jefferies raised its price target to $XXX from $XXX a XXXX% premium to the last close. The brokerage expects a fragile balance in lithium through 202629 before the market shifts into significant deficits in the early 2030s. Lower interest rates and a rebound in EV and storage demand could tighten supply further and push lithium carbonate prices higher. Nine of XX brokers rate $ALB a buy and the stock is already up XX% YTD ⚡📈 #Lithium #EVDemand #Markets"  
[X Link](https://x.com/lwsresearch/status/1998047375475011862)  2025-12-08T15:09Z 5487 followers, XXX engagements


"Paramount Skydance $PSKY launched a $XXXXX billion deal for Warner Bros Discovery $WBD on Monday throwing a wrench into Netflix's $XX billion deal in a last-ditch effort to create a media powerhouse that would challenge the streaming giant's dominance"  
[X Link](https://x.com/lwsresearch/status/1998054803327406272)  2025-12-08T15:39Z 5487 followers, 3045 engagements


"Paramount Skydance $PSKY CEO says their $WBD offer is superior to Netflixs in every dimension and argues it should clear regulators faster than the $NFLX deal targeting roughly a XX month approval timeline while fighting for value for both sets of shareholders"  
[X Link](https://x.com/lwsresearch/status/1998068628499964354)  2025-12-08T16:34Z 5488 followers, XXX engagements


"📡 AST SpaceMobile $ASTS hosted FirstNet (built with AT&T $T) the First Responder Network Authority and federal/state/local safety teams for live tests of its space-based cellular broadband as the company moves toward its 2026 commercial launch. The collaboration aims to guarantee reliable satellite-to-phone connectivity when ground networks failwhether in mountains remote wilderness or at seaensuring first responders stay connected when every second counts 🚀🛰 #SatelliteConnectivity #PublicSafety #ASTSpaceMobile"  
[X Link](https://x.com/lwsresearch/status/1998091463083663589)  2025-12-08T18:05Z 5487 followers, 1128 engagements


"📉 Whitehaven Coal Ltd. $WHC filed a daily buy-back update confirming it repurchased 101316 shares on Dec X paying between AUD 7.487.78 with total consideration of AUD 766728.79. Cumulatively the company has bought back 322439 shares so far with 36.69M remaining under its maximum buy-back limit. The on-market programrun through UBSis part of WHCs plan to repurchase up to AUD 48M in shares through March XX 2026 🔄💼 #Buybacks #ASX #WhitehavenCoal"  
[X Link](https://x.com/lwsresearch/status/1998171817761030202)  2025-12-08T23:24Z 5487 followers, XXX engagements


"🛢 Russian President Vladimir Putin has authorized potential agreements involving the RosneftShell joint ventures XXX% stake in the Caspian Pipeline Consortium (CPC) which exports oil primarily from Kazakhstan. The decree allows transactions that could change ownership of Rosneft-Shell Caspian Ventures though details were not disclosed. The CPC also includes major international stakeholders such as Shell $SHEL Chevron $CVX Eni $ENI and Russias Lukoil recently hitalongside Rosneft $ROSNby U.S. sanctions over the war in Ukraine. Lukoil has already begun divesting foreign assets while Rosneft"  
[X Link](https://x.com/lwsresearch/status/1998175366230290590)  2025-12-08T23:38Z 5488 followers, XXX engagements


"⚠ Chiles regulator and workers have raised serious concerns over structural issues at Tecks Quebrada Blanca tailings dam a key asset for the company as it pursues its merger with Anglo American $AAL. Documents reviewed by Reuters show authorities flagged a 240-meter crack water leaks and delayed reporting prompting Sernageomin to reprimand Teck $TECK.A for failing to notify incidents promptly. Teck insists the facility is stable and safe stating cracks and leaks were repaired quickly and that emergency protocols and structural-failure drills have been updated. However workers filed multiple"  
[X Link](https://x.com/lwsresearch/status/1998363281233269218)  2025-12-09T12:05Z 5487 followers, XXX engagements


"🛢 Exxon Mobil $XOM raised its long-term outlook projecting an extra $25B in profit growth and $35B in additional cash flow from 20242030 both upgrades of $5B versus its prior plan. The company will not increase capex keeping annual spending at $28B$33B through 2030. Exxon now expects upstream output to reach XXX MMboepd in 2030 (up from 5.4) driven largely by the Permian Basin and Guyana which together are forecast to deliver XXX MMboepd by decade-end. Management highlights a shift toward higher-margin assets a more profitable portfolio mix and lower operating costs as key drivers of the"  
[X Link](https://x.com/lwsresearch/status/1998363640383131785)  2025-12-09T12:06Z 5487 followers, XXX engagements


"🌏 Chinas 2025 trade surplus just pierced the $1T mark reinforcing its position as the worlds dominant manufacturing hub despite rising tariffs and geopolitical tensions. Chinese exportsfrom cheap EVs to advanced machinery and fast-fashion platforms like AliExpress and Temucontinue to surge while imports stagnate amid weak domestic demand widening the surplus and highlighting Chinas export-led industrial strategy. Goldman Sachs now expects Chinas growth to be boosted by +0.6pp annually even as its expanding market share dampens growth elsewhere. The flood of low-cost Chinese goods has spurred"  
[X Link](https://x.com/lwsresearch/status/1998379618106060920)  2025-12-09T13:10Z 5488 followers, XXX engagements


"⚡ Barclays Plc $BCS turns bullish on European energy stocks forecasting profits will bottom in 2025 before a strong rebound amid rising power demand and investment. The bank calls the sector an unstoppable supercycle upgrading EDP Renovveis $EDPR and Centrica Plc $CNA to overweight while downgrading Redeia Corporacin $RED to underweight. 🌍📈#Energy #Europe #Barclays"  
[X Link](https://x.com/lwsresearch/status/1978737468078788764)  2025-10-16T08:19Z 5488 followers, XXX engagements


"⚙ Baker Hughes $BKR CEO Lorenzo Simonelli said global macro conditions remain resilient through 2025 driven by surging AI-related energy demand despite geopolitical and political headwinds. The company expects to surpass its $1.5B data center orders target ahead of schedule reflecting robust power demand from AI infrastructure. However Simonelli projected a high single-digit decline in global oil & gas exploration spending next year citing OPEC+ oversupply concerns and quota compliance issues. He added that 2026 will likely bring another soft year before a gradual recovery in international"  
[X Link](https://x.com/lwsresearch/status/1981733983542034437)  2025-10-24T14:46Z 5484 followers, XXX engagements


"🛢 U.S. energy firms reduced the number of active oil and gas rigs for the first time in three weeks according to Baker Hughes $BKR. The total rig count fell by four to XXX as of Oct. XX the lowest since September and X% below last years level. Oil rigs dropped by six to XXX while gas rigs rose by four to XXX marking their highest count since August 2023. The pullback reflects a strategic shift by producers amid weaker energy prices and efforts to optimize capital allocation particularly in key producing regions like Texas. ⚙ #Energy #Oil #BakerHughes"  
[X Link](https://x.com/lwsresearch/status/1984327547698467078)  2025-10-31T18:32Z 5484 followers, XXX engagements


"📉 Edenred SA $EDEN.PA shares fell over X% after the French payments and employee benefits group cut its medium-term growth outlook and revised down its free cash flow target though it kept its capital return plan intact. New 20262028 guidance: EBITDA growth: XX% (vs XX% previously) Free cash flow conversion: XX% (vs 70%) 2026 growth: slower start at XX% re-accelerating to XXX% in 202728 The new Amplify strategy focuses on Attract (market expansion) Enrich (service depth) and Activate (higher spend per user). Edenred plans 1.8B in capex over three years and maintained its 300M buyback and"  
[X Link](https://x.com/lwsresearch/status/1985628390154440844)  2025-11-04T08:41Z 5485 followers, 1158 engagements


"Georgia Capital PLC $CGEO continues to buy back shares today repurchasing 12500 at an average price of 2502p"  
[X Link](https://x.com/lwsresearch/status/1986866413676396963)  2025-11-07T18:40Z 5488 followers, 1921 engagements


"⛽ U.S. drillers added oil & gas rigs for the 3rd time in X weeks according to Baker Hughes $BKR total rigs rose by X to XXX though still X% below last year. Gas rigs hit their highest since Aug 2023 (+3 to 128) while oil rigs held steady at XXX. Despite lower rig counts in Texas (1 to 234) Louisiana reached a yearly high (+2 to 43). The EIA projects U.S. crude output to climb from a record 13.2M bpd in 2024 to 13.5M in 2025 and gas production to surge to XXXXX bcfd amid a XX% jump in spot prices. 🔥📈 #Energy #Oil #NaturalGas"  
[X Link](https://x.com/lwsresearch/status/1986891612266635607)  2025-11-07T20:20Z 5484 followers, XXX engagements


"🌎 Baker Hughes $BKR committed to invest in Glenfarne Alaska LNG supporting the development of the large-scale U.S. export project. The company will also supply refrigerant compressors for the LNG terminal and power generation equipment for the North Slope gas treatment plant. ⚙💨 The projects second phase will add LNG terminal infrastructure enabling XX MTPA of export capacity with final investment decision (FID) expected by late 2026. 🚢📈 #BakerHughes #LNG #Energy"  
[X Link](https://x.com/lwsresearch/status/1988001908951220690)  2025-11-10T21:52Z 5488 followers, XXX engagements


"💼 Edenred $EDEN warns of potential impact from new Brazilian meal voucher regulations 📅 November XX 2025 Company Press Release 🔍 Edenred announced that the Brazilian government is expected to publish a presidential decree introducing major regulatory changes to the Worker Food Program (PAT) Brazils meal and food voucher system. The changes primarily concern the merchant discount rate (MDR) and reimbursement periods. ⚠ Company reaction Edenred stated it was surprised by the content of the decree noting that it differs significantly from prior discussions held between the government and ABBT"  
[X Link](https://x.com/lwsresearch/status/1988532294118687071)  2025-11-12T09:00Z 5487 followers, 7566 engagements


"🍺 Molson Coors Beverage Co $TAP director Andrew Thomas Molson bought 7500 Class B shares at $XXXXX each on Nov XX totaling $350924 per an SEC filing. He now holds 22654 shares directly and 3000 indirectly via Molbros AT Inc. The insider buy follows Q3 earnings that slightly missed expectations EPS $XXXX vs. $XXXX est. and revenue $2.97B vs. $3.04B. JPMorgan initiated coverage with a Neutral rating and a $XX target citing progress in Molson Coors Revitalization and Acceleration Plans to drive growth beyond beer. 📈🍻 #MolsonCoors #InsiderBuying #Earnings"  
[X Link](https://x.com/lwsresearch/status/1988613121913602384)  2025-11-12T14:21Z 5484 followers, XXX engagements


"🍻 Global liquor leaders Diageo plc $DGE Pernod Ricard SA $RI Heineken NV $HEIA and United Breweries Ltd $UBL are pressing the Indian state of Telangana to clear $337M in overdue payments dating back to May 2024 warning that cash-flow stress could trigger supply shortages and even force some companies to halt operations just as festive-season demand jumps 75%. With sales channelled through state depots that are slow to pay industry bodies say the situation has become unsustainable for the sector in one of Indias largest alcohol markets ⚠💸 #India #Alcohol #Markets"  
[X Link](https://x.com/lwsresearch/status/1991126464972910989)  2025-11-19T12:48Z 5488 followers, XXX engagements


"Targa Resources $TRGP said on Monday that it will acquire Stakeholder Midstream for $XXXX billion in cash"  
[X Link](https://x.com/lwsresearch/status/1995469944050335788)  2025-12-01T12:28Z 5488 followers, XXX engagements


"Georgia Capital PLC $CGEO continues to buy back shares today repurchasing 10000 at an average price of 2841p"  
[X Link](https://x.com/lwsresearch/status/1995932797010411589)  2025-12-02T19:07Z 5487 followers, 1915 engagements


"⚠ Subsea X $SUBC and Saipem $SPM face strong pushback in Brazil as major oil companies including Petrobras $PBR TotalEnergies SE $TTE and Exxon Mobil Corp $XOM oppose their proposed merger on antitrust grounds. Brazils regulator CADE has requested additional data with industry group IBP warning the combined Saipem7 could dominate SURF projects raise costs and pressure clients into long-term exclusivity. Total argues the merged firm would control X of XX global deepwater SURF vessels intensifying competition concerns ⛓🌊 #Energy #Mergers #Antitrust"  
[X Link](https://x.com/lwsresearch/status/1996042226455990654)  2025-12-03T02:22Z 5488 followers, XXX engagements


"Georgia Capital PLC $CGEO continues to buy back shares today repurchasing 10000 at an average price of 2868p"  
[X Link](https://x.com/lwsresearch/status/1996661871152398587)  2025-12-04T19:24Z 5488 followers, 1636 engagements


"🎬 Netflix $NFLX is set to make a historic move in Hollywood: it will buy Warner Bros Discovery $WBD's studios and streaming business for $XX billion. The $28/share offer beat Paramount Skydance's $PSKY bid and gives Netflix iconic franchises such as Harry Potter DC Comics and Game of Thrones. The move strengthens its power in the industry and reduces its dependence on external content. The deal which values WBD above its market cap of $XX billion could face tough antitrust scrutiny in the US and Europe as it would combine HBO Max with the world's largest streaming service. Netflix promises"  
[X Link](https://x.com/lwsresearch/status/1996916411759747160)  2025-12-05T12:15Z 5488 followers, 5120 engagements


"⚒ Freeport Indonesia unit of Freeport-McMoRan $FCX expects full production recovery at the Grasberg Big Cave mine by 2027 after Septembers fatal mud-flow incident. Meanwhile its in talks with Amman Mineral Internasional $AMMN to source copper concentrate for Freeports smelter though no deal has been reached. 🌏📈 #MiningUpdate #CopperMarket #Indonesia"  
[X Link](https://x.com/lwsresearch/status/1992884830229479690)  2025-11-24T09:15Z 5488 followers, XXX engagements


"📈 Amerigo $ARG renews NCIB to maintain share count and reinforce capital-return strategy. 🗓 Nov XX 2025 Vancouver Canada Amerigo Resources announced TSX approval for a new Normal Course Issuer Bid (NCIB) allowing the company to continue repurchasing shares for cancellation as part of its disciplined capital-return strategy. 🔍 Key highlights Amerigo can repurchase up to 11.7M shares (10% of public float). Goal remains maintaining a constant year-over-year share count while enhancing long-term value. Share buybacks complement quarterly dividends performance dividends and an opportunistic"  
[X Link](https://x.com/lwsresearch/status/1994447905348788343)  2025-11-28T16:46Z 5487 followers, XXX engagements


"🎬 Netflix Inc. $NFLX co-CEO Ted Sarandos met with U.S. President Donald Trump at the White House in mid-November discussing several issues including the auction of Warner Bros. Discovery Inc. $WBD. Trump said Warner Bros. should sell to the highest bidder while Sarandos backed Netflixs offer arguing the company isnt a monopoly and has faced its own subscriber losses in recent years 🤝🏛 #StreamingWars #MediaDeals #USPolitics"  
[X Link](https://x.com/lwsresearch/status/1997736302637445301)  2025-12-07T18:33Z 5487 followers, 1137 engagements


"Infinity Natural Resources $INR$ said on Monday that it will acquire upstream and midstream assets in Ohio from Antero Resources $AR and Antero Midstream $AM for a total of $XXX billion"  
[X Link](https://x.com/lwsresearch/status/1998049423910215686)  2025-12-08T15:17Z 5487 followers, XXX engagements


"Exxon Mobil $XOM Saudi Arabia's Aramco $2222 and Samref signed an agreement on Monday to evaluate a significant upgrade of Samref's refinery in Yanbu and an expansion of the facility into an integrated petrochemical complex"  
[X Link](https://x.com/lwsresearch/status/1998056376707281115)  2025-12-08T15:45Z 5487 followers, XXX engagements


"📊 Pluxee N.V. $PLX disclosed treasury-share transactions for Dec XX 2025 repurchasing shares across XPAR DXE and TQE at daily weighted prices between 13.1113.69. Volumes ranged from 1000 to 33996 shares per day reinforcing the companys ongoing capital-allocation strategy. The ISIN for all trades was NL0015001W49 confirming consistent buyback activity across European platforms 🔄💼 #Buybacks #Equities #Pluxee"  
[X Link](https://x.com/lwsresearch/status/1998089331601211716)  2025-12-08T17:56Z 5487 followers, 1409 engagements


"🛢 The Imsaikah LNG vessel has arrived at Exxon Mobils $XOM Golden Pass LNG plant in Texas a key step toward launching production at the XXX bcfd export facility built with QatarEnergy. The ship is delivering LNG from Qatar to cool down the plants equipment a necessary milestone before startup. Golden Pass a $10B project delayed by cost overruns and contractor issues since construction began in 2019 is now expected to begin producing LNG late this year or early 2026. Once online it will become the newest U.S. facility in the worlds largest LNG-exporting nation 🚢❄ #LNG #Energy #ExxonMobil"  
[X Link](https://x.com/lwsresearch/status/1998177109877895326)  2025-12-08T23:45Z 5487 followers, XXX engagements


"⚡ Paramounts $PSKY last-minute hostile bid came after breakdowns with Warner Bros $WBD (Dec 8) Source: Reuters Paramount Skydances hostile $XXXXX billion bid for Warner Bros Discovery (WBD) was triggered by what Paramount saw as persistent unresponsiveness from WBD during weeks of negotiations according to a securities filing released on Monday. Over several months Paramount CEO David Ellison repeatedly engaged WBD CEO David Zaslav submitting three escalating offers beginning in September. Each proposal was rejected. The breaking point came on Dec. X when Zaslav conveyed board concerns about"  
[X Link](https://x.com/lwsresearch/status/1998222312286384620)  2025-12-09T02:44Z 5487 followers, XXX engagements


"🔋 Standard Lithium $SLI and Equinor $EQNR secured a major boost for their Arkansas lithium ambitions as their JV Smackover Lithium revealed it has attracted over $1B in financing interest from three export-credit agencies including U.S. EXIM and Export Finance Norway. The funding would help build the Southwest Arkansas lithium project a key U.S. DLE (direct lithium extraction) development aimed at supplying future EV battery demand. The strong investor appetite underscores growing global support for non-Chinese lithium supply chains ⚡🌎 #Lithium #EnergyTransition #CriticalMinerals"  
[X Link](https://x.com/lwsresearch/status/1998381758618783887)  2025-12-09T13:18Z 5487 followers, XXX engagements


"👁 STAAR Surgical $STAA jumped XX% pre-market after Alcon $ALC announced a revised merger agreement to acquire the company. Under the updated terms Alcon will buy all outstanding STAA shares for $XXXXX in cash valuing the deal at $1.6B. The transaction is expected to close in early 2026 with Alcon forecasting that the acquisition will be earnings-accretive by year two. Despite todays surge STAA was down XXX% YoY before the announcement. The deal strengthens Alcons ophthalmic device portfolio and provides shareholders with a sizeable premium 💼🔍 #Healthcare #Mergers #MedTech"  
[X Link](https://x.com/lwsresearch/status/1998392018519667158)  2025-12-09T13:59Z 5487 followers, XXX engagements