Civitas Resources Inc CIVI

$KMI $CIVI $COP $TOT I told you last week - Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe 2026 SYMBOL(MX) Magnachip a small cap power solutions semiconductor company based in South Korea. • MKT Cap of $230 million. • Revenue of $180 million. • 8 inch foundry worth approximately 200 million – 36K wafers a month • Cash of $50 million, trading at $5.70 a share. ( as of last Friday) • Won’t be at this price for long. Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe https://www.businesswire.com/news/home/20260526332549/en/Magnachip-to-Showcase-MV-MOSFET-Portfolio-for-AI-Servers-and-Data-Centers-Alongside-Its-Broader-Power-Semiconductor-Portfolio-at-PCIM-Europe-2026

Kolibri Global Energy Inc. (Nasdaq: KGEI, TSX: KEI) and CEO Wolf Regener presented at the Oil & Gas Virtual Investor Conference on April 16, 2026. Kolibri Global Energy is a B2i Digital Featured Company. View their complete profile at https://b2idigital.com/kolibri-global-energy and follow Kolibri on X, Facebook, and LinkedIn. Wolf reviewed a decade of drilling efficiency gains: • Drill times dropped from 30 days per one-mile lateral in 2016-2017 to 12 days by 2024 • Last year’s Lovina 1.5-mile laterals averaged 10.5 days to drill • Clifton Mac 1.5-mile laterals are budgeted at approximately $7.2 million each As Wolf put it, “We’re drilling longer laterals and getting access to 50% more reservoir for the same cost as our 2023 wells.” https://www.virtualinvestorconferences.com/wcc/eh/4814904/lp/5308536/kolibri-global-energy-inc-nasdaq-kgei?utm_source=b2i&utm_medium=marketing&utm_campaign=0426OilGasVIC Kolibri is led by Wolf Regener, President and CEO, alongside a seasoned technical team including CFO Gary Johnson, CPA, MBA, Director of Engineering Dan Simpson, Senior Geologist Allan Hemmy, and Landman Dalia Lupita Isaac. The company is focused on developing its oil-rich Caney acreage in Oklahoma. For additional details, please visit the Investors section of Kolibri’s website at: https://kolibrienergy.com/investors/. Disclosure: David Shapiro, CEO of B2i Digital, personally purchased in the open market and currently owns shares of unrestricted KGEI stock, in line with B2i Digital’s practice of investing alongside its Featured Companies. This post is not intended to solicit the sale of KGEI or any security, and it is not intended to offer any opinion on KGEI as an investment. Conduct your own research and consult with your own professional advisors prior to making any investment decisions. See the complete Disclosure in the Risks and Disclosures section of https://b2idigital.com/disclaimer. $MGY, $CIVI, $XLE, $XOP, $VDE

$CIVI solid long cash flow king: https://seekingalpha.com/article/4808078-civitas-resources-cash-flowing-completely-mispriced

$CIVI 😂💰🍻 wow did i go long at the right moment😅 Ended with 5k shares at a 20.27 average last week.

$SM $CIVI We shared our research on $SM 2/11/26 Hope it helped 🤑 Sign up for free and get all our research alerts https://open.substack.com/pub/armrinvesting/p/the-complexity-discount-why-the-new?utm_campaign=post-expanded-share&utm_medium=web

$SM $CIVI Final... 4. The Bottom Line 🎯 CEO Beth McDonald is playing chess, not checkers. By cleaning up the balance sheet now, SM is paving the way for the holy trinity of shareholder value: Buybacks, Dividends, and Debt Reduction. The takeaway: SM Energy is no longer just "the other Texas producer." They are a streamlined, cash-generating machine with a much shorter "To-Do" list.

$SM $CIVI more.... 2. What’s in the Box? 📦 SM is offloading the "Galvan Ranch" assets (Webb County). Net Acres: ~61,000. Production: ~38 MBoe/d. The Catch: It’s roughly 55% natural gas. In a world where "Oil is King," SM is essentially trading its gas-heavy South Texas footprint to double down on its high-margin oil acreage in the Permian and DJ Basins. It’s like selling your reliable 2018 sedan because you just bought a fleet of Ferraris and realized you only have so much garage space. 3. The "Sophisticated" Math 🧮 The deal implies a valuation of roughly 6x EBITDA, considering these assets were projected to generate $160M in cash flow this year. For SM: They lose some immediate cash flow but gain massive financial flexibility and lower interest expenses. For Caturus: They become a natural gas heavyweight overnight. Everyone wins—except maybe the bears who were betting on an SM liquidity crunch. continued....

The "Maverick" Move: $SM #Energy Trims the Fat to Save the Core 🛢️💰 SM Energy just dropped a $950 million "it’s not you, it’s me" text to its South Texas assets. The company has officially inked a deal to sell its non-core Maverick Basin holdings to Caturus Energy. If you’ve been following the Permian consolidation soap opera, this shouldn't come as a surprise. Here is the "Why," the "How Much," and the "What’s Next" for the SM balance sheet. 1. The "Deleveraging" Diet 📉 Following the massive $12.8B merger with Civitas ($CIVI) last month, SM’s balance sheet was looking a little... "healthy." And by healthy, I mean carrying about $5 billion in assumed debt. Management promised a $1B divestiture program to slim down, and they just hit 95% of that goal in one shot. This $950M cash injection is a direct ticket to a cleaner capital structure. They are laser-focused on hitting a 1x net leverage ratio by 2027. Boring? Maybe. Responsible? Absolutely. Continued....