MGY

$MGY chatter on StockTwits

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  rsmracks@rsmracks2d

  $SPY $XOM $XOP $EOG $MGY Iran remains defiant, calling on the U.S. to make concessions such as lifting economic sanctions, compensating for war damages, paying Iran to transit the Strait of Hormuz, and ending its naval blockade. @MikeEmanuelFox reports the latest from the White House | @SpecialReport $100 oil is cheap. Get use to it. Nothing Trump can do. Most recessions have something to do with high oil. Well, and the DotCom Bubble and The Great Recession. Any of this seem familiar with where we are now? Hell, all of it. 😂 Koolaid drinkers are still standing in line for more. Know when to hold and know when to fold. 👍

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  Filing Tracker@FilingTracker2d

  $MGY Insider purchase: https://filingtracker.ai/filing/1570372/0001104659-26-094077?doc=tm2622885-1_4seq1.xml

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  Estimize@EstimizeAug 6

  Wall St is expecting 0.54 EPS for $MGY Q3 [Reporting 11/04 AMC] http://www.estimize.com/intro/mgy?chart=historical&metric_name=eps&utm_cont

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  rsmracks@rsmracksAug 6

  $MGY $EOG $DVN $XOM $COP These are the estimated forward PE levels for my top individual energy picks. I also own a small percentage of NOG and a much larger position in the XOP basket and ET for the pipes. Even with oil simply staying in the $70’s we get this. Just imagine what the earnings will be with a $100 floor for WTI. By the way, $100 oil is cheap. Also, oil at $100 will not cripple the economy. Circle back to ET. If oil/gas prices stay higher for longer, ET will earn even more money as they renegotiate future contracts. Steady FCF should continue to be expected. So here’s my current weights and plans to increase positions. COP - 2.11% increase to 4% DVN - .77% increase to 2% EOG - 2.90% increase to 4% ET - 4.19% hold MGY - 2.24% increase to 4% NOG - 1.02% increase to 2% XOM - 2.36% increase to 4% XOP - 4.29% hold As I increase, 28-30% will be the target weight.

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  rsmracks@rsmracksAug 5

  $MGY Let’s just say they can only produce $3.00 a year in earnings. An average PE 10 evaluation puts us at $30.00 I won’t stop accumulating here.

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  Stocktwits Earnings@StocktwitsEarningsAug 5

  $MGY Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.97 up 136.59% YoY • Reported revenue of $478.81M up 50.11% YoY • Magnolia Oil & Gas Corporation is raising its standalone full-year 2026 production growth guidance to 6 percent from 5 percent, with third quarter 2026 production estimated to be similar to second quarter.

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  Michael Anthony@myman1956BullishAug 4

  $MGY Another upgrade into the $33.00 that keeps getting upgrade into that $30.00's in the last 2 weeks

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  NetworkNewsWire@NetworkNewsWireAug 3

  MiningNewsBreaks – $MGY Prices $1.1 Billion Public Stock Offering https://ibn.fm/cS4x5

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  rsmracks@rsmracksAug 3

  $XOM $COP $EOG $MGY $XOP As oil stays at $70 or above, these oil plays will generate huge FCF. I own and will continue building my XOM, COP and EOG positions. I was going to eliminate XOP, but decided it’s best to keep it to protect from one off events with the smaller companies. However, I am keeping my MGY position open and I increased it substantially last week. Even with their recent acquisition of Wildfire Energy, their balance sheet is strong. Also holding DVN which will be accumulated along with NOG. The FCF and earnings will be incredible. Even with my H2 2027 recession call in place, I see huge price appreciation coming for oil/gas into the 2030’s. What will share prices be if I’m right about $100 oil as a floor and natural gas at $6+ Let’s see what happens.

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  Michael Anthony@myman1956BullishAug 3

  $USO $UCO $MGY Iran already said no deal that will attack again like last week that will not agree with Pres. Trump on any deal.

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  OldManGrumble@OldManGrumbleBullishJul 30

  $MGY

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  rsmracks@rsmracksJul 28

  This morning I closed some positions. Not because I don’t like them long term, but due to high conviction on HL, ANGPY and MGY Closed PRB-A Trying to clean the screen some on my energy picks. I almost doubled my $MGY position. Taking it to 2.51% weight Closed PPC HRL CAG After some deep diving into how I want my portfolio balanced going into 2027 and based on what I see coming, I’m choosing to simplify my food producers down to 3 picks. I cleared solid gains in the three I closed, especially for the short amount of time I held them. I’m keeping $CPB $GIS INGR I increased my $HL position by 200% Taking it to 4.26% weight. I also closed $VGIT for now to get some cash and also let the bond market settle down and maybe give us better direction. And the last transaction was to increase my $ANGPYposition. It’s now 2.48% Next Monday I will post my new portfolio mix and it’s still extremely overweight miners and energy. Let’s see what happens in H2 after earnings. 👍

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  PRISM MarketView@prismmarketviewJul 22

  $MGY Magnolia Oil & Gas agreed to acquire WildFire Energy for $4.06 billion, significantly expanding its Eagle Ford and Austin Chalk footprint, doubling its Giddings field acreage, and boosting its quarterly dividend by 9%. https://prismmarketview.com/companies/magnolia-oil-gas-corporation/#news

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  Ripster , Tenet Trade Group@ripster47Jul 22

  $MGY | Mizuho Maintains Magnolia Oil & Gas at Outperform with $33 PT on WildFire Acquisition and Integration Outlook Mizuho stays bullish as acreage expansion and disciplined capital deployment support continued upside. 🔹 Follow @tenet_research for more analyst insights on other tickers.

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  Michael Anthony@myman1956Jul 22

  $MGY Watch for a dip on the offering and other risk in the markets this week that could dip back $25.00 to $24.73.

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