Thesis: economics, analyst: Hunterbrook Media, sector: oil-and-gas.
Hunterbrook Media, a new media outlet that shares its stories in advance with an affiliated hedge fund, published on Sable Offshore (NYSE: SOC — $625 million), an oil and gas company focused on developing “the prolific Santa Ynez Unit in federal waters offshore California.” Hunterbrook wrote, in part,
More ... latest change: 2026-02-28
Exxon spinoff Sable Offshore faces seven barriers to restart its pipeline, idled since a major oil spill in 2015. One of those approvals needs to come from the California Coastal Commission, which Sable CEO Jim Flores criticized for its “Teflon” “eco-Nazi attitude” in a leaked call recording newly obtained by Hunterbrook. Because of these barriers — and despite Trump Administration intervention — Sable’s project, originally scheduled to go online in Jan 2024, may never sell oil. At least not under the ownership of Sable ($SOC), which is quickly running out of cash.
3 Feb 2026, another sell note from Hunterbrook.
Last updated: 2026-03-07 by automated standardization process