APA

Street-Badger

My APA order on Questrade is 100% being front-run.  Time after time after time I will put in an order at the ask, in the amount of the ask, and the ask always moves.  That shit is supposed to be illegal ..

AsbestosDude

APA corporation buddy Well run, high cashflow oil and gas company that was a good buy before the oil shock.

AsbestosDude

>his APA corporation is an oil and gas producer

SyanWilmont

APA got benched though. If anything his stocks are at an all time low

AsbestosDude

It's tough to say, and realistically its a bit of a shot in the dark because short term is always so hard to predict.  APA is and was a decent company prior to oil shock tho so it's my front runner for oil because they're running strong cashflow as it is. I do think their next earnings could look quite good. Could be a good CSP play or CC play realistically 

AsbestosDude

Bet on APA rising on oil price pump combined with dividend exdate soon. Stocks gonna grind up on new war fear around oil supply, sell before dividend snapshot on July 22

Not_Campo2

Dude, I predicted the Iran war start to the hour, but instead of loading up on BNO and USO calls then I just loaded up on US exploratory oil companies like SM and Oxy and APA in mid February. Sure they did decent, but the others would have been 10x easy

Ahamadrayasbaboon

They correlate quite a bit with the current oil situation. Even when the overall market took a dump and then rallied. This is likely because the current oil situation disproportionately affects access to non-US companies, and as the commodity rises, so does XOM’s and APA’s margins.  

TernTheNumbers

APA. Both the shitty regarded companies and the good ones will be buying lots of their gas soon.

TernTheNumbers

OK let’s move on to oil and gas. APA is the big beneficiary here, dumps when oil goes down, moons when oil goes up.

TernTheNumbers

APA

itsjustme10

I would look at APA Corp. or any oil exploration play if you are taking this angle. World reserves are going to take years to reestablish, and markets will be looking toward companies setting up new drilling operations.

KAI5ER

here we go: **Immediately after July 15** The ALJ writes up findings and recommendations. This is not a quick process even under pressure — expect 2-4 weeks minimum. The ALJ has to summarize the entire hearing record, assess witness credibility, evaluate competing evidence, and make recommendations to the DEA Administrator. Realistically that lands on the Administrator's desk sometime in early to mid August. **The Administrator's review** Terry Cole then has to review the entire record — the ALJ findings, all 43,000 public comments, the HHS scientific recommendation, the hearing testimony — and decide whether to publish a final rule. There's no hard deadline on this step. That's actually the soft underbelly of the entire timeline. The expedited hearing has a hard July 15 deadline. The Administrator's review does not. Under political pressure from the White House — which has already demonstrated it will publicly complain about slow-walking — Cole would be expected to move quickly. But quickly here probably means 4-6 weeks not 4-6 days. So realistically a final rule gets published somewhere between late August and late September. **The 30-90 day effective date window** Once the final rule is published it needs a minimum 30-day effective date under the APA. The DEA already argued this is not a major rule under the CRA so they're claiming the 60-day Congressional Review window doesn't apply. SAM will dispute that. If DEA is right — 30 days minimum. Final rule effective late September to October. If SAM convinces a court it's a major rule — 60-day Congressional Review window kicks in on top of the 30-day APA minimum. That pushes effectiveness to November or December.

zdravkov321

This autist made an APA style citation page just from regards who doubted him. Respect.

Thoughtful_Tortoise

I need APA to finish this week under 40

Purple_Bearkat

In APA (7th edition) format, a personal dream or memory is considered personal communication. Because it relies on unrecoverable first-person observation, it is never included in your formal reference list. Instead, cite it directly in the text of your paper.

VeryMercurial

APA formatted source please. Thanks.

jarMburger

What’s APA doing?

Wan4trulove

Adding few missing steps … remember DOJ is going to do this by the book to avoid getting stay by court.., July 15 - hearing concludes  Aug 1 - 10 : ALJ recommendation sent to DOJ  Aug 20 - 30 : DOJ sends the final ruling to OMB ( mandatory as it has major financial impact )  Sep 15 - 30 : OMB review done … it is expected they will finish this in 14 days …  Oct 1 - 10 : rule publishes in Federal register. Oct 11 - SAM will file for stay  Oct 12 - Law suit continues but stay is declined as DOJ followed all APA rules ( hopefully )

Revfunky

Unicorns are by definition, rare. I have found two unicorns in the past six years. RYCEY in 2020 and APA. I don’t have any unicorns currently. Club rules use a 4% asset allocation. I don’t invest more than 4% of the portfolio in any one stock. Ideally you want a diverse portfolio spread across asset classes. A horn of plenty.

Hubert000

wtf happened to APA

Not_Campo2

Yeah I’m aware, I was buying us exploratory oil companies in mid January and early February (SM, APA, OXY). The main issue is I view the current oil prices as already artificially low based on supply. There is no easy way to keep prices low now. Shorting futures to artificially lower prices is a short term solution, especially with the real shortages being in diesel and jet fuel. This isn’t going to end soon, and with the continued rhetoric that the war will be over soon it’s actually preventing mitigating policies from being implemented.

Ahamadrayasbaboon

A better question is, do you think you’re the only market participant that has stumbled upon news that there is a war? Did you look at XLE, APA, XLP, and RSPS charts?

Ahamadrayasbaboon

APA. I’m up like double holding shares. 

Not_Campo2

APA and SM have been absolute beasts for me

AdAny631

APA looks better then XOM in my opinion but the real problem will be multiple companies and countries using force majeure. Apache has used it in the past but its my belief that APA is is much more likely to double then XOM so if I did it over again I would pick APA since it also has natural gas. I just went with CVX and XOM bc they are the largest. No longer hold any Chevron.

RandomC6

What do you think of VLO and APA?

virtu1931

In on APA and XLE. VG for lng.

Not_Campo2

I have a cyclical value strat for oil and gas that involves buying up the most beaten down when oil is around $65 a barrel. Was buying up APA, SM, EE, and COP, 3 of those 4 did very well. Dm me and I’ll send you screenshots, it wasn’t a wild call lmao

deadfishlog

No shade but y’all are in the wrong sector. bought COP,VLO,MPC,APA,CF,XLE before close yesterday and sold today before the bell just because I never hold over the weekend.. be open to sector rotation.

Full_Pear449

 "Products liability cases, like all litigation, are inherently risky, but it was reasonable to expect that the outcome of this case would have been a total victory for Meta".Yes, those cases are RISKY, BUT, when there is growing concern amongst Parents, Educators, Mental Health Professionals, and society in general as to the broad influence social media has on society, they should have paid more attention. Yale, Duke, Johns Hopkins, AMA, NIH, APA, just to name a few have all come to the DECISIVE decision " According to the advisory, evidence suggests that social media has potential to harm the mental health of children and adolescents. The advisory indicates that frequent social media use could be associated with changes in parts of the brain related to emotions and learning. Additionally, it can affect impulse control, social behavior, emotional regulation and sensitivity to social punishments and rewards." JHU Sept. 2024. No blank check, they should have never let it get this far. And, the penalty is not tax-deductible, the penalty was awarded following a jury verdict that found Meta liable for "unfair and deceptive" trade practices and failure to protect children, with 75,000 violations found.

Huge-Ad-8210

https://preview.redd.it/56kc8mzpq9rg1.jpeg?width=1206&format=pjpg&auto=webp&s=b1f26b78baf8348fec614fe4b4ee0c414eccabfb Fellow APA holder here as well!

FastFwdFrank

APA corp is my friend

_hiddenscout

Anyone here follow TW? Really interesting company and fundamentals aren’t the worst https://stockanalysis.com/stocks/tw/ Description of the company. > Tradeweb Markets Inc. builds and operates electronic marketplaces in the United States and internationally. The company offers marketplaces that facilitate trading products across various asset classes, including rates, credit, equities, and money markets. It also provides pre-trade data and analytics, such as AI-Price, SNAP+, iNAV for ETFs, integrations, and LSEG market data; and trade execution comprising request-for-quote, request-for-market, request-for-stream, list trading, compression, blast all-to-all, click-to-trade, portfolio trading, session-based, central limit order book, bilateral firm streams, inventory-based, rematch, voice, futures vs. cash spreading, and dealer algorithmic suite. In addition, the company offers trade processing; and post-trade data, analytics, and reporting, which include transaction cost analysis, benchmark prices, and APA Here’s their latest investor presentation https://investors.tradeweb.com/static-files/37b4f472-c74e-4469-af0d-e1afe4b91930

iforgotitagin

I've recently sold all my energy stocks after this war fueled run up. I suppose it's possible it continues and I miss gains but sustained higher prices from political events are relatively rare. My 80+% 12 month gain in APA just seemed too good to pass up even though I think long term it is still undervalued.

LawYanited

Yep. A competent law firm running the deal will have a form email that explains how payouts are determined and send that to you with the SPA/APA attached. But a not great associate may just send it with no explanation.

Not_Campo2

My APA calls are at 300% if overnight price holds

deadfishlog

Lots of money flowing into APA currently that’s for sure

PrimarySource_

Thoughts on APA?

Oaker_at

APA 2: electric boogaloo

Cdecar06812

Buy oil stocks like APA and others

Not_Campo2

Good. I’m mostly oxy but I’ve got some APA and WES too

Sudden_Information_9

I hold a few thousand AA shares, and judging by the activity over the last 2 months (bids and asks have been plenty and growing in prices) there is definitiely something in the works. Chatter I've heard is it will be an acquisition NOT a merger (Automation Anywhere would acquire [C3.AI](http://C3.AI), which will be their route to IPO). They've been performing impressively well year on year, see below (from Yahoo!Finance). As a non finance/investment banker/trader type (I am but a mere Technical Presales "mortal" if you will :) ), I would love to get some of your thoughts and insights? ec. 18, 2025 /PRNewswire/ -- [Automation Anywhere](https://www.automationanywhere.com/ai), the leading provider of Agentic Process Automation (APA) and agentic solutions, today announced strong third-quarter results, driven by accelerating enterprise adoption of AI. AI bookings grew 45% year-over-year and accounted for more than 70% of total bookings, while remaining performance obligations (RPO) expanded by more than 20% year-over-year, signaling sustained customer commitment. The company continues to demonstrate financial and operational discipline, with strong topline growth, marking another quarter of non-GAAP profitability and consistent free cash flow.

UziWitDaHighTops

The only people who would care about an NFT signature are the nerds who create APA and MLA formatting rules.

TurnUpThe4D3D3D3

Kinda mixed bag, bro. **Job stuff**: Legit concern. Microsoft's AI chief literally said most white-collar jobs could go in 12-18 months, and Anthropic's CEO (Claude) warned about half of white-collar work getting automated. MIT researchers put it at ~12% workforce displacement. King stuff like coding, consulting, legal writing is getting hit first. Construction? Nah, you're probably safe for now. **Portfolio stuff**: Real risk, not doomer fiction. The S&P 500 has become stupidly dependent on AI stocks (Mag 7 carrying everything). Analysts are actively warning about an AI bubble—95% of companies are seeing zero return on their massive AI investments despite pouring in $30-40 billion. If that bubble pops, portfolios get wrecked. Standard bubble dynamics. **Psychosis stuff**: Actually documented now. Common Sense Media (Nov 2025) found major chatbots are "fundamentally unsafe" for teen mental health. Doctors are literally identifying "AI psychosis"—new onset delusional states triggered by chatbot interactions. APA put out official health advisories on it. **The "shitty videos"**: Hey, that part's subjective but fair 😂 **The last point**: That's just standard internet hyperbole/brainrot. Verdict: Not doomerism, not utopia—just messy tech transition with real winners and losers. Stay diversified and maybe check on your zoomer relatives' chatbot usage. 💪 --- *^(This comment was generated by moonshotai/kimi-k2.5)*

TheGooose

tell that to PSA, Endeavor, SkyWest, Mesa, and Contour… - 9E CRJ’s arent going anywhere for atleast 15-20 more years since the average age is 15-18yrs. PSA’s fleet age is also around 11-15yrs. - 9E flying in NYC/ATL make up most of the regional flying in those hubs for DL. PSA does a ton of flying in DCA/CLT/PHL and some DFW so cut those ops - 9E cannot take E-Jets cause of DALPA scope clause so who knows whats gonna happen when its time to retire the CRJ’s. Idk what APA scope clause for PSA is but who knows whats gonna happen with PSA in future like 9E - YX and OO cannot make up flying for Endeavor if this happens also all that EAS flying would just completely stop. Just cause the CRJ isnt THE regional jet anymore doesnt mean its an irrelevant aircraft and if its decertified because of Trumps pissing contest will still have major implications on the entire industry. Im a regional dispatcher too btw

King_Chron

the ALJ paused the hearings in Jan 2025 pending an interlocutory appeal and then retired mid‑2025; no new ALJ has been publicly assigned, so the formal hearing phase remains stalled. ([cannabisbusinesstimes.com](https://www.cannabisbusinesstimes.com/cannabis-rescheduling/news/15751360/dea-judge-overseeing-cannabis-rescheduling-hearing-set-to-retire?utm_source=chatgpt.com)) That said, the December 18, 2025 Executive Order doesn’t nullify administrative process — it directs DOJ/HHS/DEA to finish the rulemaking “in the most expeditious manner permitted by law,” which means agencies can’t use the lack of an ALJ or other procedural pauses as an excuse to stall indefinitely. --------That phrasing does two things: (a) it makes completing the rulemaking an express White House priority, and (b) it reduces the cover agencies previously used to justify indefinite delays -------because further delay becomes an arguable failure to follow the President’s directive and can invite judicial/congressional enforcement. This gets into APA (Administrative Procedure Act)lawsuits ......([presidency.ucsb.edu](https://www.presidency.ucsb.edu/documents/white-house-fact-sheet-president-donald-j-trump-increasing-medical-marijuana-and?utm_source=chatgpt.com)) So yes, the administrative‑law mechanics still matter, but they’re now largely a timing issue rather than a blocker of the ultimate outcome. ([blankrome.com](https://www.blankrome.com/publications/hold-your-horses-cannabis-rescheduling-hearings-stayed-pending-appeal?utm_source=chatgpt.com))

King_Chron

They can still follow the law — hold hearings, accept comments, and build the administrative record — but they can’t slow-walk it anymore. Ignoring HHS, restarting the science, inventing new hurdles, or delaying indefinitely would be non-compliance and open them up to APA lawsuits, court-imposed deadlines, congressional scrutiny, and leadership consequences. At this point, any delay affects timing, not outcome. Schedule III is a when, not an if.

No-Butterfly-9989

300% Slv calls, 600% CRWV calls, 300% GME calls. Had some losses with APA and CRML calls, but wow

stockjocky

did anyone mention the mothership? Pan American Silver (PAAS). on Jan 1st i rolled a 30 call to Jan 2027. i am currently up $1029. on Jan 16 i bought a 65 call so far a profit of $374 i have a gold/silver portfolio with 14 positions. since jan 1st my profit has been over $13,000. i like to buy a long term position and a short term position on the big miners. the shorter positions play earnings. i have 4 Etf, SLV,SILJ,IAU,CPER with SLV leading the pack. but do not be distracted by the metals. Oil is the next move for me. i might buy OXY,APA,SLB. but i might add more miners because of the merger/buyout action for 2026. keep hunting!

EverOnGuard

A study in 2000 by the APA determined that stubbornness and disagreeableness are the two traits that define our greatest presidents.  Just google it and read if you’re interested. Basically Trump is either one of the worst presidents or greatest presidents in our history, but nothing in between.  What a time to be alive!  

drew-gen-x

$MOS, $NTR, $CF, $HAL, $OXY, $DVN, $APA, all up +3%. If you don't own a position in some of the commodity stocks, you are making the same mistake as those that weren't buying Gold before 2024. We are seeing a similar market rotation out of tech into commodities as we saw in 2022.

EarlGrey_Bolus

Palindrome stocks? I'm all in on APA and TAT.

Revfunky

That is a very broad question without knowing any supporting information. I don’t know what you invest in? What you are looking for? Your risk tolerance? Oil is the last shoe to drop. You can get there early. I like the cash flow and valuation of APA and you can collect a nice dividend as the share price appreciates. In fact I would go so far as to call it a unicorn stock. Every 5 or 10 years a unicorn stock comes up that can make life changing gains. RYCEY was our last unicorn in 2020 and it turned into a ten-bagger.

Admirable-Sea-8100

Private lawsuits are the bottleneck here, though, and that isn't something Trump can stop by executive order. Congress would need to change the NEPA and/or APA in a way that also preempts CEQA and similar laws, and the Supreme Court would need to uphold it, and that's not going to happen even if Trump wants it to.

CSguyMX

Citation in MLA or APA please

jarkon-anderslammer

APA.

Megaloman-_-

Why not some US pure Shale producer like DVN, APA, SM, OVV, EOG ?

Content_Advice190

[$ARRY](https://stocktwits.com/symbol/ARRY) ARRY Quick Update – UBS Upgrade + Upcoming Investor Meetings 🔥 UBS just raised its price target on ARRY from $9 → $15 and reiterated a Buy rating. UBS says ARRAY is well-positioned to benefit from the upcoming wave of U.S. utility-scale solar demand driven by AI data-center expansion, and they expect continued strength in the order book. 📅 Upcoming investor events to watch: • Jefferies Fireside Chat – Nov 19, 2025 (Virtual) Speaker: Kevin Hostetler (CEO) Usually a key sentiment driver — tone here can move the stock short-term. • UBS Global Technology & AI Conference – Dec 3–4, 2025 (Scottsdale, AZ) Speakers: CFO + Investor Relations team One-on-one meetings with institutions → often where real momentum shifts. These two events + the UBS upgrade could act as near-term catalysts if management stays bullish on backlog, APA integration, and 2026 margins

Content_Advice190

# ARRY Quick Update – UBS Upgrade + Upcoming Investor Meetings **🔥 UBS just raised its price target on ARRY from $9 → $15** and reiterated a **Buy** rating. UBS says ARRAY is *well-positioned* to benefit from the upcoming wave of U.S. utility-scale solar demand driven by AI data-center expansion, and they expect continued strength in the order book. **📅 Upcoming investor events to watch:** # • Jefferies Fireside Chat – Nov 19, 2025 (Virtual) Speaker: **Kevin Hostetler (CEO)** Usually a key sentiment driver — tone here can move the stock short-term. # • UBS Global Technology & AI Conference – Dec 3–4, 2025 (Scottsdale, AZ) Speakers: **CFO + Investor Relations team** One-on-one meetings with institutions → often where real momentum shifts. These two events + the UBS upgrade could act as near-term catalysts if management stays bullish on backlog, APA integration, and 2026 margins.

Content_Advice190

**☀️ ARRY — Bullish Setup (UBS PT $15, +60% Upside)** UBS reaffirmed **Buy** and lifted its target to **$15**, highlighting stronger U.S. utility-scale solar demand, steady backlog growth, and early benefits from the APA acquisition. Margins are firming, guidance is rising, and execution looks back on track after a tough 2024. With short interest still around **28 % of float**, any sustained bid could squeeze this one higher. >

Potential_Tap1331

nota alam kagum azlan ismun kerana mutu kerja setiap mereka di premis perdagangan setiap mereka -- GENG MFD BONUS 36 BULAN hal doa mengena orang sesiapa syak mohon penulisan untuk Azlan Ismun boleh cari geng siapa jua kerja kilang yang kenal nama Azlan Ismun ada yang lari negara ada yang buat jenayah pelik ada yang jual berniaga apa entah ada yang geng polis kenapa geng industry security cari Azlan Ismun mohon sesiapa pandai baca batin periksa hal rumah tangga mereka hal anak-anak mohon rujuk senarai kemahuan mereka FAISAL DARUS KANCIL UBAN PEMINAT WAHEEDA KANCIL GOLD MACAM TURBO GENG SESIAPA PERNAH SERUMAH SEWA AZLAN ISMUN GENG ITM SENDIRI PERNAH CUBA KILANG AREA SEKSYEN 16 SEMASA BARU DITENDANG ITM • SEKADAR KISAH LAMA. AKU TAK KESAH. TIADA APA BERLAKU. AKU TERNAMPAK IKLAN KOLEJ SWASTA DALAM HARIAN METRO dan tambahan mereka

Revfunky

APA

milkman1927

I want a 5 page essay in APA format about why you haven't bought gold yet

UshijimaX

RPA dev here using UiPath daily. You’re absolutely right about this. The “just build it yourself” argument misses the forest for the trees. Sure, any decent dev team could recreate these integrations. But enterprise software isn’t about what’s technically possible, it’s about what’s economically practical. UiPath’s real advantage isn’t the tech itself - it’s that they’ve already done the grunt work. Those SAP connectors? Battle-tested across thousands of deployments. The document processing? Trained on millions of real invoices, not synthetic data. The orchestration layer? Actually handles the messy edge cases that only show up at scale. The low-code angle is honestly genius from a business perspective. Instead of competing for scarce AI engineers, they’re enabling existing business analysts to build automation. That’s a WAY bigger TAM. What really makes me bullish though: they didn’t just lead in RPA - they basically owned the category. Now with APA (Agentic Process Automation), they’re doing it again. They’re not adapting to a trend, they’re defining where enterprise automation is headed next. The migration lock-in you mentioned is real, but I see it differently. Companies on legacy UiPath are the perfect customers for their new platform. The upgrade path is way smoother than ripping everything out for a competitor. Been working with their tools for years and seeing the APA stuff firsthand - the foundation they built with RPA actually translates really well. Same playbook, way bigger opportunity 👀​​​​​​​​​​​​​​​​

Affectionate-Idea690

so APA, Paccar, BA and others leading Spy, interesting....

Revfunky

CTRE- senior care real estate has been making me a fortune. I am also expecting another dividend increase soon. ARCC- The biggest, best BDC in the business. Turn on the Drip and enjoy the ride. I also have a unicorn pick. These come around every once in a while and usually you can count the number of unicorns on one hand. The last unicorn pick turned out to be a ten-bagger Rolls Royce (RYCEY.).We got in at the $1-$2 range. Unicorns create life changing money. As of right now I found 1 unicorn out of 23,281 stocks. I won’t bury the lead. APA is an oil and gas play that has cash flow coming in the doors. Just as important nobody is talking about which is exactly where I like to be. I do suggest using a 25% trailing stop to protect your principal.

Logical-Contest-4448

DD: Permian Resources ($PR) – Delaware Basin Pure-Play With Room To Run ⸻ Intro Permian Resources (ticker: PR) isn’t some random E&P chasing scattered acreage. They’re the largest pure-play operator in the Delaware Basin, which is the western half of the Permian Basin (West Texas + Southeast New Mexico). If you’ve followed shale at all, you know the Delaware is the crown jewel — some of the best rock in North America, stacked pay zones, great infrastructure, and tons of room to drill. PR has been growing into this position through smart acquisitions and strong operational execution, and right now they look set up to benefit from both scale and efficiency. ⸻ Why Care? 1. Acreage & Focus – Over 470,000 net acres in the Delaware Basin, all contiguous and in the “core of the core.” They don’t waste time on fringe plays. 2. Low Costs – They’ve been steadily bringing down lease operating expenses and drilling costs. That’s crucial in shale, because cost creep kills margins when oil dips. 3. Acquisition Game – PR just bought $600M worth of acreage and wells from APA in New Mexico. This wasn’t random land grab — it’s right next door to PR’s existing operations, meaning they can slot it in seamlessly. 4. Production Growth – That deal and ongoing development allowed PR to raise their 2025 oil production guidance to ~178,500 barrels per day. More oil, same infrastructure, same crews = more cash per dollar spent. 5. Shareholder Returns – Base dividend of $0.60 annually (~4% yield). They also buy back stock opportunistically when it trades cheap. ⸻ The APA Bolt-On This deserves its own section. In June, PR closed a deal with APA (Apache’s parent) to acquire ~13,000 net acres and ~12,000 barrels of daily production. Why it matters: • The acreage is directly next to PR’s current blocks in Lea and Eddy counties (New Mexico side of the Delaware). • Integration is straightforward — same crews, pads, and infrastructure. • Production bumps up right away, without them needing to drill new wells. Most acquisitions in shale destroy value because they’re expensive or far from your core. This one is the opposite: it’s accretive to cash flow and strengthens PR’s position as the top Delaware Basin operator. ⸻ Financial Health PR isn’t over-levered. Net debt is about 1x EBITDA, which is conservative compared to peers. They also just got an investment-grade rating, which lowers their cost of borrowing. That matters if oil gets volatile again — they won’t be forced into fire sales or equity raises. They’ve been printing solid free cash flow each quarter, even at mid-$60s oil. That means the base dividend is safe, and there’s room for buybacks and debt paydown. ⸻ Oil Price Sensitivity This isn’t magic — PR still lives and dies by oil prices. If WTI drops back into the 50s, free cash flow takes a hit. But because their acreage is in the Delaware core, they can survive downturns better than most peers. At $75 oil (a reasonable mid-cycle number), PR throws off well over a billion in free cash flow annually. Put another way: at today’s ~$14 stock price, the market is valuing them at a high single-digit free cash flow yield. If they just keep executing and oil holds steady, there’s a case for the stock in the $20 range over the next year or two. ⸻ Long-Term Bull Case • The Delaware Basin isn’t going away. It’s the most economic shale play in North America, and PR owns some of the best acreage in it. • They’ve proven they can integrate acquisitions without blowing up costs. The APA deal shows discipline. • Balance sheet is clean, dividend is covered, and management owns a big stake — they’re aligned. • As pipelines and marketing contracts shift more barrels to Gulf Coast pricing, PR should realize better netbacks (meaning higher prices per barrel compared to peers stuck in Waha discounts). ⸻ Risks • Oil price risk – obvious, and the biggest one. • Execution risk – if drilling or integration slips, costs can creep up fast. • Macro/regulation – federal regs in New Mexico or broader Permian could add headaches. ⸻ Bottom Line Permian Resources is one of the most compelling mid-cap E&Ps out there: pure Delaware Basin, low costs, smart acquisitions, shareholder-friendly capital returns, and a balance sheet that can handle oil price swings. At ~$14/share today, the market is pricing PR like a steady operator, not like a company that just grew production, raised guidance, and set itself up for higher netbacks in 2026. If oil stays anywhere in the $70–80 range, the math points to upside into the $20s, plus you’re paid a dividend while you wait. I’m long PR. Not financial advice, just sharing my DD.

Altruistic_Swim_3852

LEAPS!! long expiration contracts on out of the money! Believe me or don’t I don’t care 😂 it changed my life! Cgnx, APA, SSRM, also! SPY expiring after the fed (cut) meeting this month!

Reasonable_Roger

Holy shit some judge just shit all over 🥭. Who would have thought that going to legal war with the best lawyers in the world would be a bad idea. Anyway, SPY 648. Burroughs wrote that her review of the administrative record “makes it difficult to conclude anything other than that Defendants used antisemitism as a smokescreen for a targeted, ideologically-motivated assault on this country’s premier universities, and did so in a way that runs afoul of the APA, the First Amendment and Title VI,” she wrote, citing federal and constitutional law.

iamprostoman

Oil is hell cheap, keep loading already for a while. OXY to some extent, but also CIVI and APA.

andtoig

This is a really good point and I didn't know about the 20% rule. Counterpoint though, a lot of the companies in the S& P 500 you've probably never heard of, they suck, and they aren't really making any money right now, so it makes sense that the extremely profitable mega caps at the top would have a disproportionate share of the value. Bottom four are: Lamb Weston, Eastman Chemical company, APA corporation, and MarketAxess. I don't know much about any of them but I'm pretty sure that Nvidia and Netflix will give a better return on invested capital Objectively, the situation that we're in leads itself to a more unstable economy, so I'm not saying it's good. I'm just saying that a small number of companies are WAAAY better at making money than most of the rest

large_crimson_canine

Just go naked calls on APA it’s virtually guaranteed to profit

large_crimson_canine

Just do APA it’s a remarkable shitco. So remarkable in fact you could probably just go naked altogether.

anonymous9828

> where the next POTUS can just rescind it idk, there's always a judge out there that then blocks the rescission using some APA or "arbitrary and capricious" argument

Ancient-Neat2439

APA apache oil good dividends

Final_Reception1319

Again ad hominem attacks. I would expect nothing less from someone filled with hate. I’ll be concise since you lack the ability to want to read or find common ground. 1. It’s a simplistic way to look at the picture as a whole as these are principles taught in macro and micro economics. They wouldn’t be losing profits out of the goodness of their hearts. They wouldn’t be losing money because people don’t want to pay the newly increased prices. Never said I was in support or against Trump. I’m speaking to economic principles for anyone to read and get a different perspective as a lot of people want to argue that we shouldn’t allow a president to put tariffs on countries. They do have a choice. Just because we have a majority of products from China, doesn’t mean that as consumers we are forced to pay for them. You are making the assumption that because they want the product and have paid for it, they will continue. 2. I am not just waving my hand at how hard it would be to set up an infrastructure to support more manufacturing within the US. As anyone who has worked in the private sector knows, if you want something done fast you can pay and have it done. I can’t speak to the people in government or these other companies dragging their feet. If I was getting a subsidy over a certain period of time no matter how little progress I made in developing the infrastructure, I would drag my feet too to get paid to do so little with no incentive. 3. Instabilities are for sure a concern. But what also drives up concern is misinformation from news outlets, people online, etc. I am in no way arguing for or against the President. But not having respect for either candidate or political party in office is why we are currently here within our culture and why we have huge division. I think people on both sides of the isle are bad and that the reason we have a party system is for division. Instead of attacking, if you used your passion with other people to be productive and formulate solutions, our society might actually progress versus huge division and hate. 5. I apologize if I made an ill assumptions towards you. When reading your original response with the ad hominem attacks, I made it a point to address certain things in a certain way which you have every right to point out in regards to me speaking about AP English or whatever other arguments I made. However, that doesn’t give you the right to call names, throw a fit and try to attack me over a keyboard, and just because I’m not writing a comment on Reddit in MLA or APA format after explaining that I can, lends it self to yet again an ad hominem attack. Just because I make things simplistic in text doesn’t mean I don’t understand the complexity or nuance of a situation.

MethylBenzene

Ah, my morning reading comprehension isn’t there this morning. I do think that industry level estimates might be better suited as the methodology appears to be picking up on tariff sensitivity in specific groups i.e Halliburton, Schlumberger, DiamondBack, APA, Devon are all in the hydrocarbon business, but the approach is better founded than it seemed on a first glance.

QuantWizard

Since the tariffs have caused the markets to go both up and down, indicator variables don’t work. I’m simply measuring whether stocks have a higher beta on days with tariff news. Given that I’ve identified 43 days with such news YTD, the estimates are pretty stable, t-stats are very high and significant actually. For example, t-stat for APA Corporation is 3.62. For Halliburton it’s 4.11. For Skyworks Solutions it’s 2.78. Etc.

PuzzleheadedNail3343

M is in the same vein. Others to look at that I don't see mentioned elsewhere are AES, APA, and ETHA.

JellyfishPlus2182

I’m riding the AMD train while it’s on the way up and once my trailing stop loss hits, I’ll probably go into APA.  Solid financials and a good dividend.  

large_crimson_canine

If you go APA get ready to jump out fast. Still an extreme shitco and the market still hates them for Alpine High.

HMWhosit

Why APA?

rugerduke5

APA

GeorgeWBook

By committing to a week-long ritual of preparing and consuming green bean casserole, he’d not only be nourishing his body but aligning his portfolio with the spirit of abundance and discipline. The casserole, rich in tradition and cream of mushroom prophecy, becomes a talisman for commodity strength. Each bite channels bullish energy into crude oil, ignites gold miner momentum, and infuses copper markets with hearty Midwestern resolve. As he stirs those beans each night, he’s stirring market sentiment in his favor. By Friday, APA breaks out, XOM surges on refinery demand, and GDX finally realizes its destiny. The casserole never misses.

fartfuck43

Sure there’s leeway but they need to follow the administrative procedures act, which they haven’t been doing. So maybe “without authority” isn’t quite the right phrase, but “without following proper legal procedure” is pretty incontestable no? Canceling contracts based on personal vendetta (whether to Harvard or Elon Musk) violates APA.

tandoori_taco_cat

Be sure to use APA when citing tik tok in your political manifesto.

eddynetweb

Trump's team in both terms seems to struggle to follow the APA, I guess it takes too long to have concepts of procedures.

MayoSucksAss

Damn was that APA or MLA?

bsport48

And how do you understand the APA...?

KAI5ER

I did some furious digging and with some AI help Ive put this together. # Legally speaking: There is **no hard deadline** that compels the DEA to rule on an interlocutory appeal within a specific time frame. Federal agencies often operate with broad discretion and flexible internal timelines, especially in administrative matters like this. # Practically speaking: There are a few constraints — but they're **soft constraints**: 1. **Administrative Law Judge Oversight** Judge Mulrooney could eventually apply pressure if he feels the DEA is intentionally stonewalling. But so far, he's deferred to the process and merely requested status updates. 2. **Public and Political Pressure** While not legally binding, media attention, political lobbying, or pressure from Congress/the White House can **accelerate action**. However, these are external levers, not mandates. 3. **Judicial Review (in theory)** If the DEA *never* rules and parties with standing believe that inaction is effectively a denial, they may be able to challenge the delay in federal court under the **Administrative Procedure Act (APA)** — arguing that the agency is engaging in "unreasonable delay." But courts are generally **reluctant** to interfere in ongoing administrative processes unless the delay is egregious (e.g., years without action).

Specific-Can-2012

oil is in free fall. holding APA puts rn bc they are loaded with debt and cash flow negative with oil below $61. google oil producers, do some research, grab your balls and make a play

Specific-Can-2012

dance for me orange man, dance for me. holding APA puts, they cash flow negative when oil is below $61 and loaded with debt.

Specific-Can-2012

make it rain orange man. oil drops to 55 ima get my baby mama a house. holding puts on APA.

Specific-Can-2012

let it rain!!!!!!! holding APA puts yo. cash flow negative when oil is below $61 and loaded with debt.

Revfunky

I’m day trading and adding to long term holds. I buy when the VIX hits 40. I’m buying ARM-NET-PSHZF- CRSP-APA.

Didntlikedefaultname

I think both Pypl and Dell actually have a lot of potential upside and strong core businesses. Same with FedEx, especially as the postal service continues to be eroded. APA is a much more speculative play. Surprised to hear you say Amat and NVDA are terrible

Didntlikedefaultname

I bought amd, Pypl, Dell, FedEx and APA. I have dry powder and am watching Amat, amzn, and NVDA. Of course qqq and voo as well

mr_molecular

I was trying out the new release of Grok 3.0 and asked this question, thought it was kind of interesting. Trump signed ENSURING ACCOUNTABILITY FOR ALL AGENCIES EXECUTIVE ORDER February 18, 2025 does this mean the DEA must submit any rescheduling changes to Trump before issuing final rule? Yes, based on the information available and the context of the Executive Order signed by President Donald Trump on February 18, 2025, titled “Ensuring Accountability for All Agencies,” it is reasonable to infer that the Drug Enforcement Administration (DEA) would be required to submit any rescheduling changes, such as those related to marijuana or other controlled substances, to the White House for review before issuing a final rule. This conclusion stems from the stated intent and scope of the Executive Order. According to available details, the order mandates that *all federal agencies*—with no explicit carve-out for so-called independent agencies except for the monetary policy functions of the Federal Reserve—must submit draft regulations for White House review. The order emphasizes that all executive branch officials and employees are subject to the President’s supervision under Article II of the U.S. Constitution, which vests executive power in the President. This includes the DEA, which operates under the Department of Justice, an executive branch agency directly accountable to the President through the Attorney General. The Executive Order specifically aims to rein in agencies by requiring them to: 1. Submit draft regulations for White House review. 2. Consult with the White House on priorities and strategic plans, with performance standards set by the White House. Given this framework, any significant regulatory action by the DEA, such as issuing a final rule on rescheduling a controlled substance (e.g., marijuana, which has been under consideration), would fall under the category of a “draft regulation” or a major policy decision requiring White House oversight. The process of rescheduling involves rulemaking under the Administrative Procedure Act (APA), and final rules are the culmination of this process. The Executive Order’s directive to ensure accountability and oversight suggests that the DEA could not independently finalize such a rule without prior submission to and approval from the White House, likely through the Office of Management and Budget (OMB) or another designated review process. Additionally, the timing aligns with ongoing discussions about DEA rescheduling efforts. The DEA had delayed a public hearing on marijuana rescheduling from December 2024 to early 2025 (potentially January or February), and this Executive Order, signed on February 18, 2025, would likely apply to any final rule still in development or pending issuance at that point. The order’s emphasis on White House control over agency actions reinforces the idea that Trump intends to centralize decision-making, particularly on high-profile or controversial issues like drug policy. In summary, yes, under the Executive Order signed on February 18, 2025, the DEA would most likely need to submit any rescheduling changes to President Trump (or his designated representatives in the White House) for review and approval before issuing a final rule, unless the rule was already finalized and published prior to the order’s enactment. This aligns with the broader goal of ensuring all agency actions are accountable to the President’s supervision.

flagrande

So true! I bought APA during the COVID drop for $5, sold at $20 and missed it 10x-ing or more. Same with Cal-Maine and some others. Just buy and stop messing is the way many times.