EXE 2026-09-03 Expand Energy: Short-Term Protection From Hedges, Long-Term Upside
Elliott Gue 9 clicksSector
Oil & Gas
Everything our editor has picked under this sector, best first.
43 stories
EXE 2026-09-03 Elliott Gue 9 clicksSG on X
$GPRK GeoPark breaking out after news it is expanding into Venezuela. Sin of omission for me: I sold my position in 2025 and never re-entered. https://t.co/aR4XtkYvHX
CVX 2026-09-02 Chevron Stock Is A Bargain Amid Venezuela Deal
Bay Area Ideas 2 clicks CVX 2026-09-02 Chevron: Unclear Venezuela Opportunity, But Strong Fundamentals And Technicals
Mike Zaccardi, CFA, CMT 2 clicks ECO 2026-09-01 Okeanis Eco Tankers: The Market Is Pricing In An Earnings Collapse
Investor Overview 1 click DMLP 2026-08-30 Dorchester Minerals: Still Attractive - Despite Oil Price Headwinds
IWA Research 4 clicks KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo 3 clicks SM 2026-08-26 SM Energy: Tailwinds From Fading Hedge Drag And Strong Oil Leverage
Elliott Gue 3 clicks WDS 2026-08-26 Woodside Energy: The $5 Billion Reset Helps, But I'm Not Buying Yet
High Alpha Professor 5 clicks NEXT 2026-08-22 NextDecade: The Ownership Staircase Is The Real Bull Case
Capital Connoisseur Charles Frischer on X
@Goldridge_Cap $KWY I only think about per share growth. This assumes they are only issuing a small number of shares each year under their executive comp plan. Not additional shares to do acquisitions.
Nat Stewart on X
@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL https://t.co/acWX95uQQI
Maj Soueidan on X
. @ChickenReaper did it again with $BDCO. He’s dialed in on this one. Great job with all the information arbitrage you found. https://t.co/n6fIYSh688
Raging Capital Ventures on X
Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.
Ian Bezek on X
@WaterworldCapi1 $jets Bad industry, oil might go up again, consumer spending may roll over, and the new "capacity discipline" is more lucky accident than strategic. Somebody, probably $aal will start dumping capacity on routes again and margins back to zero
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
DNOW's MRC merger targets $75 million of synergies and $350 million of 2027 EBITDA, with a $30 to $32 2029 case relying on multiple…
Lee Roach on X
@Uzocapital Thoughts on $TTD here?
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
DEC-laration of independence
Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…
A Venezuela Lottery Ticket for 41 Cents
Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…
Broken Moats on X
Oil up 7.5% and $EXPE continues its squeeze because it's simply the opposite end of the ai trade? How long can these on/off trades define every stock in the market? Crazy
JabroniCoin.USD on X
The basin isn’t that deep. Bullish $EQT. Low investment + LNG + datacenter demand = convexity https://t.co/USzDD8u9uB
Clear the DEC?
Diversified Energy (DEC) has paid $21.84 per share in dividends since June 2017 and trades at $13.35 amid a bullish U.S.
