Keith Kohl and Angel Publishing are pitching the Energy Investor Horseshoe Well, also called the Biggest Breakthrough Since Fracking. We identify the stock and test the claims.
One promotion, several names — all of them point to the same pitch, and the same stock.
“Little-known Texas firm has quietly perfected the BIGGEST breakthrough in global energy history...” That is the headline Angel Publishing is using to sell Keith Kohl's Energy Investor promotion. The pitch centers on a strange oil-well design called the Horseshoe Well, billed as a breakthrough for the $4.3 trillion oil market.
The copy promises cheaper drilling, longer laterals, record production and a Texas company with a founder who supposedly built an oil business from $270,000 before selling it for $388 million. There is no stated deadline in the material reviewed. The clues point strongly to one company, and we identify it below with 94/100 confidence.
The giveaway is the combination of a U-shaped or 180-degree well in the Delaware Basin, two-mile Horseshoe Wells that supposedly saved $10 million, three-mile laterals, and a claimed inventory stretching beyond 15 years. Add the $3 million-per-well savings figure, falling drilling costs and record production, and the search narrows quickly.
The same pitch may also appear under the names “Horseshoe” and “Biggest Breakthrough Since Fracking.” Those are alternate labels for the same Horseshoe Well idea, not separate discoveries.
The company is Matador Resources Company, ticker MTDR.
The strongest clue is the Horseshoe itself. Matador's April 2023 operational disclosure described its U-turn wells as U-shaped laterals, while Permian Basin Oil and Gas Magazine described the lateral making a 180-degree turn and drilling back toward the rig. Matador's investor presentation and SEC-filed operational update also estimated roughly $10 million in savings from drilling two two-mile Horseshoe Wells instead of four one-mile laterals.
The rest of the pitch lands in the same place. Matador said in its first-quarter 2025 earnings release that it had turned its first three-mile lateral wells to sales. Its second-quarter 2026 results reported record average production of 215,631 barrels of oil equivalent per day and $303.2 million of adjusted free cash flow. Joseph Foran's biography supplies the founder story: $270,000 of contributed capital and a later sale of Matador Petroleum for approximately $388 million in enterprise value.
The other nuclear and geothermal names attached to the broader offer are much less firmly identified. Nabors, NexGen, BWXT, Constellation, Energy Fuels and Ur-Energy fit the roles described in the supporting claims, but the exact Angel Publishing lists aren't fully verifiable from the available filings. The Horseshoe Well headline, though, points to Matador.
The offer bundles 6 bonus reports that tease their own stocks. These get a sentence or two of copy each, so the evidence is much thinner than for the main pick and what follows is our best reading rather than a confident answer.
| Bonus report | Our best guess | Confidence |
|---|---|---|
| Geothermal Goldmine: How to Ride P-932 to the NEW ENERGY Golden Age | NBR — Nabors Industries Ltd. | 70/100 — solid |
| The Nuclear Reckoning: 5 Stocks to Own Before America's Power Crunch Hits | NXE — NexGen Energy Ltd. | 38/100 — best guess |
| The Nuclear Reckoning: 5 Stocks to Own Before America's Power Crunch Hits |
The claim-by-claim record below separates the solid matches from the inflated figures and the claims that cannot be checked from company filings. That distinction matters here: the central technology is real, while several of the sales-page measurements have been stretched, rounded or presented as current before they were current.
| The promotion claims | Verdict | What we found |
|---|---|---|
| The company holds approximately 240,000 acres in the Delaware Basin. | Overstated | Matador’s 2025 investor materials described approximately 212,500 net Delaware Basin acres, while its later guidance said acreage could reach about 240,000 net acres by year-end 2026; the promotion presents the expected figure as acreage already held. |
| The Delaware inventory includes more than 15 years of wells left to drill. | Contradicted | Matador’s Q4 2025 investor presentation described 10 to 15 years of high-quality Delaware Basin inventory, not more than 15 years. |
Get AI research on any stock
Instant reports, daily intelligence, and an AI analyst in your pocket.
This is another Keith Kohl promotion identified after earlier pitches for Recursion Pharmaceuticals under “Nvidia's Secret Partner” and “AI Doctor,” IonQ under “The GENESIS MISSION Linchpin,” NexGen Energy under “The Nuclear Reckoning,” and Ormat Technologies under “Geothermal Energy: 3 Key Stocks.”
Since those reveals, the reported moves are +3.15% for Recursion under the AI Doctor promotion, -6.44% for IonQ, +3.79% for NexGen, and 0% for Ormat. Recursion also appeared under two different promotional names, which is useful context when the same campaign keeps changing costumes.
The pitch's central claim is simple: Matador has developed a radically better way to drill oil wells, that method cuts costs, and the resulting production makes this a historic energy breakthrough. The first link holds. Matador really did drill U-turn wells, and its filings describe meaningful savings.
The chain breaks at the word “historic.” A clever well design is not automatically the biggest breakthrough in global energy history. The promotion also turns estimates into achievements: Matador's 2025 materials described approximately 212,500 net Delaware Basin acres, while later guidance said acreage could reach about 240,000 net acres by year-end 2026. The pitch presents that expected figure as land already in hand.
The same pattern shows up elsewhere. Matador described 10 to 15 years of high-quality Delaware Basin inventory, not more than 15 years. Its 2026 drilling and completion figure of $785 to $805 per lateral foot was guidance, compared with approximately $910 in 2024, not a cost already proven across the business. And the New Mexico example involved five U-turn wells saving approximately $3 million each against ten vertical wellbores and ten one-mile laterals, not four wells replacing eight.
On its own merits, Matador is a real, producing oil company with disclosed operating wins, record production and substantial quarterly free cash flow. That makes MTDR worth examining as an energy investment. It does not make the sales copy's grandest conclusion follow. The Horseshoe is a genuine operational idea; the leap from useful drilling technique to global energy revolution is where the brochure starts running faster than the filings.
How confident are we? 94 out of 100. We identified Matador Resources Company (MTDR) from the promotion's own clues and checked 18 of its claims against filings, earnings calls, ownership records, market data and public reporting. This is our analysis, not the publisher's disclosure — we have no relationship with them.
Knowing which stock it is only gets you halfway. We score MTDR on valuation, profitability, growth, financial health and momentum — and reach our own conclusion, independent of how it was sold to you.
See the MTDR data →Independent of the promotion — our own numbers, score and analysis.
Everything we track on MTDR in one place — the TickerSpark Score, price charts, key financials, and our latest coverage.
| 76/100 — solid |
| The Nuclear Reckoning: 5 Stocks to Own Before America's Power Crunch Hits | CEG — Constellation Energy Corporation | 75/100 — solid |
| The Nuclear Reckoning: 5 Stocks to Own Before America's Power Crunch Hits | UUUU — Energy Fuels Inc. | 72/100 — solid |
| The Nuclear Reckoning: 5 Stocks to Own Before America's Power Crunch Hits | URG — Ur-Energy Inc. | 68/100 — solid |
| Matador has drilled and sold its first three-mile lateral wells. |
| Checks out |
| Matador’s first-quarter 2025 earnings release said the company turned to sales its first three-mile lateral wells during the quarter. |
| A Horseshoe Well turns 180 degrees underground and returns toward its starting point. | Checks out | Matador’s April 2023 operational disclosure described its horseshoe or U-turn wells as U-shaped laterals, while Permian Basin Oil and Gas Magazine described the lateral making a 180-degree turn and drilling back toward the rig. |
| Two two-mile Horseshoe Wells saved $10 million versus four one-mile wells. | Checks out | Matador’s investor presentation and SEC-filed operational update estimated approximately $10 million of savings from drilling two two-mile horseshoe wells instead of four one-mile lateral wells. |
| Four New Mexico Horseshoes saved $3 million per well versus the eight wells replaced. | Contradicted | Matador’s 2024 disclosures described five New Mexico U-turn wells, not four, and said they saved approximately $3 million each compared with ten vertical wellbores and ten one-mile laterals. |
| Horizontal drilling costs fell to $785-$805 per foot from $908 in 2024. | Overstated | Matador’s February 2026 release gave 2026 drilling and completion guidance of $785 to $805 per lateral foot, but compared it with approximately $910 per foot in 2024 and presented the newer figure as guidance rather than an achieved cost. |
| Record production reached 215,631 barrels of oil equivalent per day. | Checks out | Matador’s second-quarter 2026 results release reported record average total production of 215,631 BOE per day. |
| Matador generated $303 million in free cash flow in one quarter. | Checks out | Matador’s second-quarter 2026 results release reported $303.2 million of adjusted free cash flow for the quarter. |
| Joseph Foran built an oil company with $270,000 and sold it for $388 million. | Checks out | Matador’s corporate biography says Joseph Foran and his wife founded Foran Oil Company with $270,000 of contributed capital, and Matador Petroleum was later sold to Tom Brown for approximately $388 million in enterprise value. |
| Nabors provides drilling services for Quaise’s geothermal projects. | Checks out | Nabors’s August 2026 SEC filing disclosed an exclusivity arrangement to provide drilling services for Quaise’s geothermal projects and said a Nabors PACE-B rig was drilling at Project Obsidian in Oregon. |
| NexGen develops the Rook I uranium project in Saskatchewan. | Checks out | NexGen’s corporate profile describes the company as an exploration and development-stage uranium company with a 100% interest in the Rook I project in Saskatchewan. |
| BWXT manufactures naval nuclear reactors and fuel for the U.S. government. | Checks out | BWXT’s 2025 Form 10-K states that its Government Operations segment manufactures naval nuclear reactors, including related nuclear fuel, for the U.S. government. |
| Constellation operates the largest nuclear fleet in the United States. | Checks out | Constellation’s generation and nuclear pages describe its fleet as the largest nuclear fleet in the United States, while its 2025 Sustainability Report reports approximately 22,068 MW of nuclear capacity. |
| Energy Fuels is a U.S. uranium producer operating the White Mesa Mill. | Checks out | Energy Fuels’s corporate materials describe it as a leading U.S. uranium producer and identify White Mesa in Utah as its operating conventional uranium mill. |
| Ur-Energy is a U.S. uranium producer operating Lost Creek in Wyoming. | Checks out | Ur-Energy’s corporate materials and 2025 annual report identify Lost Creek in Wyoming as its flagship in-situ recovery uranium operation. |
| The Geothermal Goldmine report teases two publicly traded companies tied to P-932. | Can't verify | Nabors’s filings establish a public-company relationship with private Quaise, but the available sources do not verify the P-932 designation, the number of teased companies, or the identity of the second public company. |
| The Nuclear Reckoning report names five nuclear-related stocks. | Can't verify | The corporate records confirm that the proposed companies fit the four described roles, but the exact five-stock Angel Publishing report list was not available for direct verification. |
Cancel anytime
Alexander Green’s Oxford Microcap Trader promotion for The Oxford Club calls this the “Stage One” Cancer Detection Revolution. We identify the company and test its Medicare promise against the filings.
Keith Kohl’s Energy Investor promotion, The Prometheus Project, pitches seven fusion investments. We trace the headline stock and test the claims.
Chris Curl’s Crypto Cycle promotion from Bizarro World pitches a five-asset crypto basket led by Bitcoin; we trace the clues and test the claims.