NeutralOKEONEOKONEOKEPDEnterprise Prods PartnersEnterprise Prods PartnersMPLXORealty IncomeRealty Income
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$EPD $MPLX $O $OKE Imagine getting paid 4X on a Friday at your W2? FIRE life 🔥 Cheers 🍾 https://t.co/TfyFoY7dvY
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Social Media page for Sandstone Capital founder|Verified Accredited Investor per SEC Rule 501📊NASDAQ ETFs🛢️Energy•Utility•REIT Investor|Not Financial Advice
Cite asCryptoQuant has tracked the directional calls on OKE by @SandstoneStox on X since Aug 2025: not yet scored on OKE (as of Nov 11, 2026).
Other assets covered (14)
2 OKE calls on record, a thin history.
Relative view by default: fewer than 30 OKE calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @SandstoneStox to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
$EPD $MPLX $O $OKE Imagine getting paid 4X on a Friday at your W2? FIRE life 🔥 Cheers 🍾 https://t.co/TfyFoY7dvY
View original →$OKE 📊Q3 Earnings last night AMC 🌐https://t.co/uAtg9K6EGC https://t.co/LklDVEeMhA
View original →📊Sandstone Capital 🟢 +0.75% 🔴DOW -628 pts 🔴NASDAQ -85.57 pts 🔴S&P - 45.08 pts Energy and Utility were definitely in play today.🛢️⚡️ $OKE being the top dog 🟢+ 2.18% I’m quite pleased with the portfolio’s sector and structural composition. More than 60% of the portfolio is allocated to defensive equities, providing a solid foundation of stability, while the Tetrads, along with $XLEI, contribute the portfolio’s high-income component. 🌐https://t.co/eluaG2tNvW
View original →$MPLX, $ET, $OKE, $EPD $XLEI 120 billion cubic feet of NatGas per day! 😲 Simply Astonishing 💯 This reaffirms why Sandstone Capital is ~18% in the energy sector. https://t.co/5V5DXOJn6e https://t.co/Zq4xodscj3
View original →$OKE Two days ago, $OKE announced an acquisition of Brazos Midstream Permian Basin for $4.425 Billion in cash. $OKE is 3.5% of Sandstone Capital's portfolio. Currently, we have an unrealized gain of over 47% with this energy midstream equity.📈 How will this recent M&A by $OKE benefit Sandstone Capital? ✅Immediate Financial Accretion: The transaction is structured to be immediately accretive to earnings and free cash flow per share starting in late 2026. Higher free cash flow per share provides stronger fundamentals ✅Potential for more increased dividends and buybacks: ONEOK management explicitly stated that this transaction accelerates their financial flexibility. This opens the door for more potential dividend increases and share buybacks ✅ Shareholder Dilution: Instead of issuing new public common stock to fund the $4.425 billion cash purchase, ONEOK secured a $9 billion non-voting minority equity investment from Apollo Global Management. This prevents Sandstone Capital's current equity ownership from being diluted *Not a recommendation
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