KirkOH

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[KirkOH @KirkOH6]

@WAR527 I think $CRK reports on Wednesday.

[KirkOH @KirkOH6]

@EnergyCynic https://t.co/ZLLcWJR9Mp

[Teddy “Trican-Jesus” Gambino @TeddyGambino]

The coming natty nightmare is legit, good to see others catching up to my call. They are 15bcf light on their YE 2030 LNG export numbers, likely not including the coming Venture+Chenieire projects.

Also, missed the 4bcf headed to Mexico for inter-Mex power demand.

Missed on the fact, US Frac fleet isn’t remotely sized to handle the coming oppy, Soonest to see a large buildout delivery would be mid/late 2029

Mkt are also forward looking, natty will begin climbing into 2027.

I’d avoid futures, buy e+p gassy and OFS.

[KirkOH @KirkOH6]

@purplemountaing @Stockspy1 Highly doubtful. Jerry will start buying prior to that. Prop the stock up like he did the last time.

Nat gas is pretty pathetic right now. Production keeps growing. These companies cannot stop drilling.

[KirkOH @KirkOH6]

@purplemountaing Goldman had a $11 target on CRK the entire run up from 14 to 31 last year too. Analyst has had it out for them for years.

[KirkOH @KirkOH6]

@BasedVols @On3 Ohio State is 18-4 against Michigan in last 22 years. So um what?

[KirkOH @KirkOH6]

@ZmansEnrgyBrain So you are saying there is hope for my way too big $CRK position…..,

[KirkOH @KirkOH6]

@purplemountaing @cleanmoney86 @Banancial Nah, its just normal CRK cycles of overbought to oversold. It may take a few months but we will get another run to 20+ by next spring.

[KirkOH @KirkOH6]

@EnergyCredit1 Or nat gas

[KirkOH @KirkOH6]

@purplemountaing @DGretta_Author Usually bottoms when Jerry and insiders start buying. Jerry bought the $17 low last year but isn’t buying $13??

[KirkOH @KirkOH6]

@ZmansEnrgyBrain @purplemountaing Well please hurry up, ha ha.

Right now Im trading shares for additional options to leverage up. This strategy only works if the stock eventually moves higher 🤞

[KirkOH @KirkOH6]

@dugless1ders @jrk3420 Except weather is bearish 95% of the time. Its the new normal. Holding a ton of $CRK and whatever can go wrong usually does…..

[KirkOH @KirkOH6]

@ZmansEnrgyBrain Where is the Jerry put? He usually steps in and buys on these moves.

[KirkOH @KirkOH6]

@TeddyGambino If the march to double digits has begun then CRK would actually be a pretty good play. Its if gas stays sub 3.50 where they are dead. Didn’t you say Jerry looks like a genius at $5+?

[KirkOH @KirkOH6]

@EnergyCredit1 So YOLO on $CRK and Jerry into 2027?

[KirkOH @KirkOH6]

@TeddyGambino @JoshYoung Bullish natty producers into 2027. Sounds good until weather and/or Freeport ruin the play again. CRK is still interesting to me just for the Jerry Jones factor.

[KirkOH @KirkOH6]

@pjtrades87 @JamieHeard5 I do. And $CRK is down and closer to a 52 week low and missing from that listing. Problem is nat gas is trading under $3 and weather seems to be perpetually bearish. So what triggers a rebound and when?

[KirkOH @KirkOH6]

@EnergyPeddler Except he isn’t going to topple this murderous regime……TACO

[KirkOH @KirkOH6]

@OilandEnergy @ZmansEnrgyBrain And US natural gas producers don’t really benefit with nat gas at $3 and LNG already maxed out. Owning them has been frustrating to say the least…..

[KirkOH @KirkOH6]

@GringoInvesting Yeah, all that corruption and government fraud. Nothing like our conservative right wing political base.

“Trump is suing his own IRS for $10 billion — and he’s planning to settle it quickly to avoid going to court.”

[KirkOH @KirkOH6]

@TeddyGambino @SatsAndSizzle @Rytetz29 Yeah but they were only adding all those rigs to “capitalize on rising natural gas prices” ha ha ha. I don’t know what they are up to.