credit / rates affecting interest expense
“Interest expense increased by $11.4 million due to increased borrowings in the acquired Skyland business, which was partially offset by lower incentive compensation.”
ANDE 10-Q
Confirmed
Oil & Gas Exploration
27 names are moving together; 33% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| WFG | West Fraser Timber Co. Ltd | Basic Materials | +6.2% | Group member |
| PARR | Par Pacific Holdings, Inc. Comm | Energy | +3.6% | Group member |
| DVN | Devon Energy Corporation | Energy | -0.7% | Group member |
| KOS | Kosmos Energy Ltd. | Energy | +0.8% | Group member |
| KRP | Kimbell Royalty Partners | Energy | -2.1% | Group member |
| MTDR | Matador Resources Company | Energy | -1.2% | Group member |
| CRGY | Crescent Energy Company | Energy | -0.1% | Group member |
| SM | SM Energy Company | Energy | -0.6% | Group member |
| TALO | Talos Energy, Inc. | Energy | -0.5% | Group member |
| ANDE | The Andersons, Inc. | Consumer Defensive | +0.3% | Group member |
| VKTX | Viking Therapeutics, Inc. | Healthcare | -0.5% | Group member |
| VLO | Valero Energy Corporation | Energy | +1.7% | Group member |
| WTI | W&T Offshore, Inc. | Energy | +1.3% | Group member |
| CTMX | CytomX Therapeutics, Inc. | Healthcare | -1.5% | Group member |
| DNLI | Denali Therapeutics Inc. | Healthcare | -14.5% | Most structurally connected |
| PBT | Permian Basin Royalty Trust | Energy | -1.3% | Group member |
| DK | Delek US Holdings, Inc. | Energy | +4.9% | Group member |
| BLMN | Bloomin' Brands, Inc. | Consumer Cyclical | -1.5% | Group member |
| HWM | Howmet Aerospace Inc. | Industrials | +2.1% | Group member |
| MNKD | MannKind Corporation | Healthcare | -3.7% | Group member |
| VET | Vermilion Energy Inc. | Energy | +0.5% | Group member |
| FIVE | Five Below, Inc. | Consumer Cyclical | +0.8% | Group member |
| REPX | Riley Exploration Permian, Inc. | Energy | +0.3% | Group member |
| SD | SandRidge Energy, Inc. | Energy | -0.0% | Group member |
Why we believe this
Cohort
27 namesParticipation
33% this sessionObserved history
1 daily buildsFiling coverage
25/27 membersdemand / volume
“A significant downturn in global economic growth, or recessionary conditions in major geographic regions, may lead to reduced demand for agricultural commodities and food products, which could adversely affect our business and results of operations.”
ANDE 10-K
restructuring
“The equity investment held by the Company lacks a readily determinable fair value and therefore the securities are measured at cost minus impairment, if any, plus or minus changes resulting from observable price changes in orderly transactions for the identical or similar equity securities of the same issuer.”
DNLI 10-K
Oil & Gas Exploration can stay leader-led if KRP and the next software names fail to join while DNLI keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.