Daily Ideas·Pitch·SOC·2025年9月4日

Rome Capital Portfolio Holding: Sable Offshore Corp.

Rome Capital
YellowBrick

SOC: Binary regulatory outcome resolved favorably Feb 12 when California Coastal Commission ruled Sable didn't need approval to restart suspended Exxon assets. Stock surged from ~$20 to $30s. Used strangle strategy (calls+puts) to profit from either direction, calls doubled despite puts expiring worthless.

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