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APA
USEnergy · Oil & Gas Exploration & Production
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural: Four-leg E&P - Permian Delaware (Callon-enlarged, ~67% of US production), Egypt Western Desert PSC (cost-recovery oil, decades of resource), UK North Sea (mature, in harvest mode), and Suriname Block 58 GranMorgu development with $TTE as operator (45% APA / 50% $TTE / 5% Staatsolie, ~220 kbpd peak, 2028 first oil).
Capital allocation tilted toward Permian short-cycle + Suriname long-cycle, returning ~60%+ of FCF via buyback + base dividend.
It reads our $APA data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.