M🅰️N🅰️N🅰️

$SOC just filed to dissolve Geck’s injunction - but this time in federal court. Same fight. Different arena. And the federal arena has ruled for Sable every single time.

$SOC Retail Turns Bullish On Stocktwits, retail sentiment around SOC improved from ‘bullish’ to ‘extremely bullish’ over the past 24 hours as users eyed a potential jump in the stock.

@nicklucie $956M debt due June 26. Needs refinancing. Active discussions with US government confirmed in SEC filings. $289B federal lending capacity available. The only risk left.

@c_MANANA_ What’s the June 26 risk?

$SOC 24 hours changed everything.

@UO_TDs_89 @Lipsman Unlikely.

@c_MANANA_ @Lipsman Still wondering if deals are trying to be made behind closed doors. Settlement potential?? Idk…..

news.bloomberglaw.com/daily-labor-re… $SOC just won another one. Federal judge:BOEM lawfully approved Sable’s platform permits. Environmental lawsuit- dismissed. 2 wins in 24 hours. The walls are closing in on California.​​​​​​​​​​​​​​​​ The thesis has never been stronger. #DRILLBABYDRILL

@Lipsman Exactly

@c_MANANA_ $SOC will take this win to Geck’s court, OSFM is out, PHFSMA is the regulator of record. The dominoes are falling.

The $SOC thesis has never been stronger.

$SOC Dintzer also said in the hearing on May 14 that 50 to 55k bpd are flowing through the pipeline! Sounds like the first 2 platforms are almost fully online and production is consistent with what Sable said on April 20 in its news release. 3rd plat said to add 10k+ in June.

$SOC

$SOC Important appellate hearing coming up on Thursday. ON THE COURT'S OWN MOTION, oral argument scheduled on Thursday, May 14, 2026, at 1:30 p.m. Sable v. CCC Trial Court: 25CV00974 Appeal: B347601 appellatecases.courtinfo.ca.gov/search.cfm?dis…

TRUMP: IRAN HAS BEEN PLAYING GAMES W/ US, REST OF WORLD FOR 47 YEARS TRUMP: THEY WILL BE LAUGHING NO LONGER $SOC 🦅🦅

$SOC: The market is pricing a legal coin flip. I’m pricing a refinancing play. Newsom plays checkers; the Feds play chess. Federal credit solves the Exxon debt, making the CA legal noise irrelevant. System 2 in full effect. Massive arbitrage.

Sable reported $1.27M revenue. That’s the first 2 days of production. Q2 is already 38 days in – with a full pipeline running at 50,000+ bpd. May 14. That’s when the real number drops. $SOC

Sable just reported Q1. $197M loss. Market panics. Here’s what they missed – a $99B asset trading at $2B market cap, a federal government about to provide credit before June 1, and a pipeline that gets safer every single day. Full breakdown 👇​​​​​​​​​​​​​​​​ $SOC

@SecretaryWright: "California's simply done everything wrong in energy policy...They used to produce 40% of U.S. oil, now they produce 2%. If some common sense eventually gets into political leadership out there, California could have a Golden Age again too." $SOC

$SOC Reinforcements! The U.S. government has brought a motion for permission to intervene in California Department of Parks and Recreation v. Sable (Gaviota Park trespass case). California opposes the motion. Memorandum in support suggests intervention likely to be permitted.

nypost.com/2026/05/05/us-… California imports oil from Iraq. Blocks the pipeline 40 miles offshore. Chris Wright just said it out loud. $SOC

Chevron’s CEO: “Physical oil shortages are about to begin.” Not high prices. Physical shortage. Sable’s pipeline feeds directly into Chevron’s El Segundo refinery. Their biggest customer just announced the demand. Out loud. June 1.​​​​​​​​​​​​​​​​ $SOC