Expectations

Investing based on quality and expectations…rinse and repeat. On a journey to find variant perspectives.

[Expectations @variantview_X]

$ACDC has 48% stake in $FTK post warrant exercise earlier this year. Stake is 54% of $ACDC market cap. Market pricing core biz at 3-4x EBITDA on my ‘27 numbers. @K33pFracing

[Expectations @variantview_X]

$ACDC has 48% stake in $FTK post warrant exercise earlier this year. Stake is 54% of $ACDC market cap. Market pricing core biz at 3-4x EBITDA on my ‘27 numbers. @K33pFracing

[Expectations @variantview_X]

@K33pFracing $ACDC looking like left for dead despite checks indicating higher activity in Permian and Haynesville y/y. What gives? Provide some investor transparency.

[Expectations @variantview_X]

@ShaleTier7 Appreciate that. But one thing market does really well (for better or for worse) is extrapolate temporary deviations to extremes. Direction of supply in US vs elevated price signal could be enough for market to price energy equities on those extremes. A lot of words lmk if agree

[Expectations @variantview_X]

@TeddyGambino Are operators really playing for spot price 6 months ago vs hedging fwd curve as of a month ago when prices were 30-40% higher?

[Expectations @variantview_X]

@DanielSLoeb1 Mamdani is to political economics as your All-In boyz are to investing. Narrative over fundamentals. You know this.

[Expectations @variantview_X]

@TeddyGambino @K33pFracing book that calendar up!

[Expectations @variantview_X]

@K33pFracing can you start some investor communication initiatives? Super volatile energy environment. Would help LT holders with visibility. Oppty set for $ACDC is amazing within nat gas.

[Expectations @variantview_X]

@LogicalThesis Catalyst calendar full!

[Expectations @variantview_X]

@calvinfroedge Refreshing to see you blame your investing performance on the President of the US over the group that makes up 0.2% of the population. Intellectual progress!

[Expectations @variantview_X]

@K33pFracing Will US producers be needed to refill the SPR + historic crude draws? What is the admin’s plan for US onshore supply?

[Expectations @variantview_X]

@pernasresearch VC vibes

[Expectations @variantview_X]

@KairosPraxis OFS $ACDC $LBRT bad to good software $DOCN

[Expectations @variantview_X]

@trend_bullish @EnergzdEconomy If storage drops below 200…why does that mean disaster?

[Expectations @variantview_X]

@GavMcCracken So what…why does decline in storage imply price has to shoot up? Is this the purpose of SPR? Generalist here.

[Expectations @variantview_X]

@github @midwit_capital

[Expectations @variantview_X]

@Valuehunte $MAMA

[Expectations @variantview_X]

@P_Remarks Hey there’s always $FROG