The_Intelligent_Investor

Just your typical every-day investor.

[The_Intelligent_Investor @dwarf_co]

@KobeissiLetter A deal is coming

[U.S. Department of Energy @ENERGY]

Energy subtraction peddlers hate to see them coming 😤

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Israel says Iran has launched a wave of ballistic missiles toward Israel moments ago.

This marks the first Iranian attack on Israel since the ceasefire agreement began on April 8th.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The spokesman for the Iranian Parliament’s National Security Commission says Iran will “deliver a decisive and painful response” to the Israeli attack on Beirut today.

[U.S. Department of Energy @ENERGY]

President Trump is reducing California’s dependence on foreign oil after anti-energy policies put the national security of Californian families and businesses at risk.

Thanks to @SecretaryWright directing Sable Offshore Corp. to restore operations, California will produce 20% of its oil in state again.

[The_Intelligent_Investor @dwarf_co]

@redbullracing first comment

[Captain Zwink @CaptainZwink]

$SOC

[Andrew Nicholls @Woirble]

@CraterLukenda $SOC DOE already owns SPR facilities, including pipelines. A good site for the initial 370k barrel storage facility would be Sable's LFC facility, which already has 540k barrels of storage. The DOE would need to have some way to get the SPR oil from the LFC (continued)

[Crater @CraterLukenda]

$SOC

[M🅰️N🅰️N🅰️ @c_MANANA_]

.@SecretaryWright at the Sable pipeline in Santa Barbara: "These are wells drilled decades ago, just sitting there idle. We used the Defense Production Act to bring that production on. It grew California's oil and gas production by 20% — just turning a valve." $SOC

[The_Intelligent_Investor @dwarf_co]

@DReds928 @c_MANANA_ @SecretaryWright @DougBurgum @SecDuffy God bless us 🙏🏼

[M🅰️N🅰️N🅰️ @c_MANANA_]

**A historic day is upon us.**

Three days before the biggest federal court ruling in Sable’s history -@SecretaryWright @DougBurgum @SecDuffy are physically standing on the platform.

This is not a courtesy visit. This is a statement.

UNLEASH CALIFORNIA!!! $SOC

[WinRAR @WinRAR_RARLAB]

Yay! We finally got paid! 🤑🤑🤑😎😍🥳🤣

[Trad @harvesttrad]

$soc bullish factors

✅ 8-K filed with investor presentation + NSAI reserve letter
✅ ~$6.07B PV-10 vs ~$1.8B market cap = ~70% PV discount
✅ 659 MMBoe net reserves
✅ Oil already flowing: ~30k bbl/day cited, with ramp target toward ~60k+ Boe/day

Continued in thread..

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran announces it is ending all negotiations with the US and vows to "completely" block the Strait of Hormuz, per CNBC.

Iran says it is ending negotiations due to repeated ceasefire violations including Israeli strikes in Lebanon.

Iran also threatens to block the Bab el-Mandeb Strait.

[MarketWatch @MarketWatch]

Oil prices rise after fresh wave of attacks between U.S. and Iran https://t.co/Yhp6tuK9Zx

[Taylor St Cap @TaylorStCap]

$SOC presentation not the golden bullet we had hoped for. Nothing negative, and positives include oil volumes above expectations and confirmation of debt for debt refi, but hopefully more to come on conference call

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US military has conducted strikes on Iranian targets in Goruk and Qeshm Island, Iran, in what it described as "self-defense strikes."

The US says the strikes were carried out in response to "aggressive Iranian actions," including the shootdown of a US MQ-1 drone that was operating over international waters.

[Barchart @Barchart]

BREAKING 🚨: Japan

Japanese Crude Oil Reserves plunge by largest amount in history 📉📉

[The_Intelligent_Investor @dwarf_co]

@nataninvesting It’s alright, there’s always another time. Thank you for being very transparent with us on your portfolio. Mad respect.