Lone Star Saur

Engineer - Elder Millennial
A very private man with huge aspirations. DM me if you would like to discuss anything I post on.

[Lone Star Saur @LoneStarSaur]

@tejithegoat They colonized you with their intelligence and a long stick. Not with fists.

[Lone Star Saur @LoneStarSaur]

@unclefungus_

[Lone Star Saur @LoneStarSaur]

@TheNotoriousMMA Not happening lol

[Lone Star Saur @LoneStarSaur]

@davedtire @c_MANANA_ @realDonaldTrump Some are mine lol

[Lone Star Saur @LoneStarSaur]

@Femmbot1

[Lone Star Saur @LoneStarSaur]

@rich18318 @c_MANANA_ They diluted to get ExxonMobil off their back. That and execution risk due to Hondo delay. Next earnings we get execution confirmation.

[Lone Star Saur @LoneStarSaur]

$SMCI told you bitches. Taiwan isn't going to play with this company in bed with China

[Lone Star Saur @LoneStarSaur]

$SOC It's happening!
Congress Votes to Give Department of War Power over State on Behalf of Sable Offshore https://t.co/gTcjCxy0Vt

[Lone Star Saur @LoneStarSaur]

$SMCI if there were ever a company to punish right now for their asshattery, it is this one. Taiwan caught them funneling product to their enemy and anyone thinking they are not getting fucked hard can smoke another piece of crack rock.

[Lone Star Saur @LoneStarSaur]

$SMCI pop that 25 harder baby

[Lone Star Saur @LoneStarSaur]

$SMCI lets keep it real. More is being targeted than a few employees now. Eating the loss

[Lone Star Saur @LoneStarSaur]

@Ano_069 @CENTCOM @DHSgov

[Lone Star Saur @LoneStarSaur]

They went and shopped that debt and noone got down with 25%. They didn't expect that to happen nor did they expect a delay on Hondo. They absolutely bet on that and even planned on doing collar hedge to lock in oil profits. It very much looked like 10s of millions bought a month of maturity and in a short window they decided to dilute. I would like more color on the deep pipe that runs from Hondo to Harmony. Nearly 3 miles long.

[Lone Star Saur @LoneStarSaur]

@HormuzLetter Damn they gonna get fucked hard tonight for that shit talking

[Lone Star Saur @LoneStarSaur]

$SOC reality check: Market pricing dilution risk, but missing the math. Q1 showed $1.3M revenue on two days of sales at 50K bpd. Extrapolate that run rate through year-end at $9-11/Boe opex and the free cash flow story flips positive WITHOUT Hondo. Hedging program still TBD but the base case holds. This isn't a binary Hondo bet anymore.

[Lone Star Saur @LoneStarSaur]

@sarrah_bellus @DHSgov

[Lone Star Saur @LoneStarSaur]

@spatially @mattvanswol The devil doesn't want it for war

[Lone Star Saur @LoneStarSaur]

@lovexmeditation @Gitmo99 Yeah cause fuck that father seeing his kid right. Gtoh

[Lone Star Saur @LoneStarSaur]

@HappyPunch Sure was taking that time with that knee