$747 Million in One Quarter - With a 60% Cash-Flow TargetKarim Rahemtulla, Co-Founder, Monument Traders Alliance
Dear Reader, $747 million in net income in one quarter. Management expects to return at least 60% of 2026 free cash flow to shareholders. That combination demands attention. Click here to watch the briefing behind the $747 million quarter and the 60% shareholder target. Wall Street is not treating this like an ordinary energy stock. Institutions reportedly control approximately 88% of the shares. BlackRock and Vanguard were reported to own tens of millions of shares apiece. The company also has a multi-year, multimillion-dollar agreement with Palantir. That AI relationship helps management improve equipment reliability, well performance, planning and cost control. And now there is a clock on the operating story. On August 5, management raised its target and said it expects to exit 2026 with approximately $500 million in run-rate savings. That gives the market a year-end benchmark for whether the Palantir-powered operating thesis is translating into a leaner, more efficient company. I believe the combination is explosive: major institutional ownership, a clear shareholder-return policy, a serious AI operating edge and a measurable target due by year-end. Click here to watch my Ultimate Stock Unicorn presentation and see the full ownership, cash-flow and AI breakdown. Yours in smart speculation,  Karim Rahemtulla, Co-Founder
Monument Traders Alliance P.S. In the latest quarter, the company returned $189 million to shareholders and repurchased 2.8 million shares. The policy is not theoretical. Watch the briefing to see why I believe the market may be running out of excuses to ignore it. |
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