@CaptainRoyen Avatar @CaptainRoyen Royen Capital ✈️👨🏿‍✈️🇱🇷💹🛢️🌊⚽

Royen Capital ✈️👨🏿‍✈️🇱🇷💹🛢️🌊⚽ posts on X about $btu, $rig, $val, $hcc the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 38.89% cryptocurrencies 21.3% stocks 11.11% countries 3.7% technology brands 2.78% financial services 1.85% automotive brands 0.93% fashion brands 0.93% nfl 0.93% travel destinations 0.93%

Social topic influence $btu #9, $rig #37, $val #17, $hcc 9.26%, in the 8.33%, $ne 8.33%, $sdrl 8.33%, market 7.41%, growth 6.48%, met 6.48%

Top accounts mentioned or mentioned by @dumbinvestorguy @ancientsion @fishtowncap @tommydeepwater @valuestockgeek @realrclark25 @mattdberk @deltapilots @pantexcap @architeuthisdx @cornelialake @crudechronicle @dumbalphaa @edfin @eweitzner @foamontherunway @icbarrett @marketplunger1 @mugsluck @offshoremayor

Top assets mentioned Peabody Energy Corporation (BTU) Transocean LTD. (RIG) Validity (VAL) Warrior Met Coal, Inc. (HCC) Noble Corporation (NE) Seadrill Limited (SDRL) Alpha Metallurgical Resources, Inc. (AMR) Tidewater, Inc. (TDW) Molina Healthcare, Inc. (MOH) Delysium (AGI) Fenerbahçe Token (FB) Veno Finance (VNO) SLM Corporation (SLM) Lululemon Athletica Inc (LULU) Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Bruker, Corp. (BRKR) Allied Gold Corporation (AAUC)

Top Social Posts

Top posts by engagements in the last [--] hours

"WOOOOOOOOOO WEEEEEEEEEEE $RIG $VAL $VAL.WS This will be interesting impact on the warrants"
X Link 2026-02-09T13:25Z [----] followers, [----] engagements

"Sometimes the easiest bets to make are following smart people that put in a lot more research than you are unwilling or unable to do. Long $MOH Molina Healthcare: Ghosts of GEICO Past "In [----] however GEICO started selling auto insurance to the public. With almost no actuarial experience GEICOs pricing was a guess and turned out to be too low. A frustratingly common problem in the insurance industry. This poorly https://t.co/N3iy6uU1AS Molina Healthcare: Ghosts of GEICO Past "In [----] however GEICO started selling auto insurance to the public. With almost no actuarial experience GEICOs pricing"
X Link 2026-02-13T01:07Z [----] followers, [---] engagements

"@DumbInvestorGuy @AncientSion No he isn't faring well and is deep underwater. But he is still making substantial buys in a company he has direct control of. Skin in the game. I'll ride with that any day. Also $THRY 's customer base (ie HVAC/Plumbing/Electrical SMBs) is relatively recession resistant"
X Link 2025-11-13T15:55Z [----] followers, [---] engagements

"@DumbInvestorGuy @AncientSion There is a positive correlation but IMO the tailwinds offset the headwinds. $THRY SAAS grew 30%+ in 3Q even in shaky consumer economic trends"
X Link 2025-11-13T18:37Z [----] followers, [---] engagements

"Smart money is circling $BTU. Maverick Capital just filed a 13G showing they've lifted their stake to 6.7% adding over [---] million shares(mix of equities and options) since September. At the same time Renaissance Technologies has quietly built a major new position. When two legendary funds one a former Tiger Cub the other the ultimate quant machine start loading up on the same coal name together. you pay attention. Is this a clue that Peabody's next launch is imminent 🚀 🚀 🚀 $BTU https://twitter.com/i/web/status/1989524260633681982 https://twitter.com/i/web/status/1989524260633681982"
X Link 2025-11-15T02:42Z [----] followers, [----] engagements

"Dr. Burry is a value investing legend. Concentrated positions in $MOH $SLM $BRKR Prefs and $LULU paired with $PLTR and $NVDA LEAPS Puts is pure value investing genius. Cheap stocks capital returns margin of safety AND disaster hedges. BRAVO. No Notes"
X Link 2025-11-18T15:00Z [----] followers, [----] engagements

"$AAUC Zijin Gold Acquires Allied Gold $AAUC for $4.02 Billion - ⛏Zijin Gold will acquire all of the issued and outstanding shares of Allied Gold for C$44 per share (about $32.12) in cash representing a premium of 5.66% from the stocks last close. ⛏The deal is expected to close by https://t.co/yzwWdFOCE9 Zijin Gold Acquires Allied Gold $AAUC for $4.02 Billion - ⛏Zijin Gold will acquire all of the issued and outstanding shares of Allied Gold for C$44 per share (about $32.12) in cash representing a premium of 5.66% from the stocks last close. ⛏The deal is expected to close by"
X Link 2026-01-26T13:06Z [----] followers, [---] engagements

"$AGI. a Tier [--] Gold Producer with a robust growth profile with an excellent world class management team who have a long history of being exceptional stewards of shareholder capital traded down 12% in a single day.as if there was some sort of operational disaster The only reasonable explanation is forced sellers in which I was glad to help them out of their plight https://twitter.com/i/web/status/2017640147546681476 https://twitter.com/i/web/status/2017640147546681476"
X Link 2026-01-31T16:44Z [----] followers, [---] engagements

"When forced sellers offer you Gold Miners priced as if Gold is $3500 you say YES $GDX $GDXJ"
X Link 2026-02-04T02:23Z [----] followers, [---] engagements

"A Phillips Rivers led Indianapolis Colts almost beat the Seahawks at home. I think the Super Bowl will be more competitive than most people think. .@Realrclark25 on Seahawks blowout or Patriots win debate: Weve got to stop talking about the New England Patriots like theyre Rocky Balboa and the Seattle Seahawks are Ivan Drago. https://t.co/G6DGLISmzX .@Realrclark25 on Seahawks blowout or Patriots win debate: Weve got to stop talking about the New England Patriots like theyre Rocky Balboa and the Seattle Seahawks are Ivan Drago. https://t.co/G6DGLISmzX"
X Link 2026-02-05T17:27Z [----] followers, [---] engagements

"@FishtownCap Being deep in Commodities for the fast few years I'm quite used to that ie $BTU"
X Link 2026-02-06T01:23Z [----] followers, [---] engagements

"$VAL $VAL.WS https://www.sec.gov/Archives/edgar/data/314808/000110465921058903/tm2114630d1_ex10-1.htm https://www.sec.gov/Archives/edgar/data/314808/000110465921058903/tm2114630d1_ex10-1.htm"
X Link 2026-02-09T19:44Z [----] followers, [---] engagements

"The Era of the Commodities Supercycle is here. Perfect timing for $HCC to officially open their world class Met Coal mine Blue Creek"
X Link 2026-01-12T12:29Z [----] followers, [----] engagements

"@mattdberk @TommyDeepwater I think you're overthinking this. UDW is an easy fat pitch to swing at here. RIG NE and a good helping of Valaris Warrants together sized to 10-20% of one's portfolio will likely help an enterprising investor to achieve financial freedom. The sector is that beaten down"
X Link 2026-02-14T19:43Z [----] followers, [--] engagements

"Flight Simulator had a profound impact on my development as a pilot especially during my early years. I still play it to this day. The graphics(Hello FS2020) have reached a jaw dropping level. Shockingly photo realistic. This sure beat the heck out of Microsoft Flight Simulator Read how 12-year-old @Delta_Pilots Jason Ward realized playing a flight sim was just the first step in achieving his dream of becoming an airline pilot. #MotivationMonday #Aviation #Pilot https://t.co/tfLMmqzlsh https://t.co/vQt54Q20Ak This sure beat the heck out of Microsoft Flight Simulator Read how 12-year-old"
X Link 2023-07-11T18:17Z [----] followers, 140.4K engagements

"DEGEN SATURDAY MUSINGS $VAL.WS (2028 Expiration) $RIG '27 LEAPS $BTU '27 LEAPS $SBSW '27 LEAPS $GDX '27 LEAPS $GDXJ '27 LEAPS SOMETHING is gonna PRINT"
X Link 2025-04-12T23:20Z [----] followers, 18.4K engagements

"Congrats to $VAL $VAL.WS holders. Your patience thru a helacious drop has been rewarded"
X Link 2026-02-09T14:51Z [----] followers, [----] engagements

"Even better odds now that the new $VAL warrant strike price is $8.66 post merger $RIG Same April [----] expiration @PantexCap Imagine looking at this chart with $VAL.WS. $50k bet could easily turn into $1m https://t.co/dMKY6scitr @PantexCap Imagine looking at this chart with $VAL.WS. $50k bet could easily turn into $1m https://t.co/dMKY6scitr"
X Link 2026-02-09T19:07Z [----] followers, [----] engagements

"UPDATE: Every single LEAP multi bagged led by $SBSW which [--] bagged $VAL $RIG $BTU $GDX $GDXJ DEGEN SATURDAY MUSINGS $VAL.WS (2028 Expiration) $RIG '27 LEAPS $BTU '27 LEAPS $SBSW '27 LEAPS $GDX '27 LEAPS $GDXJ '27 LEAPS SOMETHING is gonna PRINT https://t.co/Y8Wr3SgCS3 DEGEN SATURDAY MUSINGS $VAL.WS (2028 Expiration) $RIG '27 LEAPS $BTU '27 LEAPS $SBSW '27 LEAPS $GDX '27 LEAPS $GDXJ '27 LEAPS SOMETHING is gonna PRINT https://t.co/Y8Wr3SgCS3"
X Link 2026-02-11T22:41Z [----] followers, [----] engagements

"$RIG $VAL Single thread w/ JPG images https://t.co/eu9fNPuDXC @ArchiteuthisDx @CaptainRoyen @CorneliaLake @crudechronicle @DumbAlphaa @ed_fin @EWeitzner @FoamOnTheRunway @ICBarrett @marketplunger1 @MugsLuck @offshoremayor @SheDrills @TommyDeepwater @Ultradeep3 @WTIBull Single thread w/ JPG images https://t.co/eu9fNPuDXC @ArchiteuthisDx @CaptainRoyen @CorneliaLake @crudechronicle @DumbAlphaa @ed_fin @EWeitzner @FoamOnTheRunway @ICBarrett @marketplunger1 @MugsLuck @offshoremayor @SheDrills @TommyDeepwater @Ultradeep3 @WTIBull"
X Link 2026-02-15T17:42Z [----] followers, [---] engagements

"@ValueStockGeek I like the Michael Burry approach low EV/EBITDA(or EBIT) positive free cash flow and barebones technical analysis using the [--] day SMA to avoid falling knife"
X Link 2020-10-16T18:03Z [----] followers, [--] engagements

"I'm hearing Rumors of a 20% sale in $FB tomorrow which would net the following: $663B EV $39:1B FCF Pre tax income: $46.73 D&A: $8.0B EBITDA: $54.7B EBIT: $46.7B EV/EBITDA: 12x EV/EBIT: 14x EV/FCF: 17x FCF GROWTH YOY: 65%"
X Link 2022-02-02T22:37Z [----] followers, [--] engagements

"@ValueStockGeek Speculative Have you seen $BABA's Cash flow Have you seen the growth of its Cloud Business This isn't some clinical stage Biotech company"
X Link 2022-03-08T12:31Z [----] followers, [--] engagements

"Buy when there is blood in the streets and my goodness there are some deals out there. I don't see how a Tech/SAAS basket of $BABA $FB $THRY $DFIN $ZDGE doesn't Rip and create tremendous wealth over the next [--] years"
X Link 2022-03-10T15:18Z [----] followers, [--] engagements

"Took me [--] mins to analyze $BTU and find a wide margin of safety. Likewise with $RIG. Margin of safety on both wide enough to go Levered Long thru LEAPS"
X Link 2022-10-22T12:11Z [----] followers, [--] engagements

"$BTU earnings on Valentine's Day. Is that a coincidence I think not #CoalTwitter"
X Link 2023-02-05T05:03Z [----] followers, [----] engagements

"I love how $BTU Management is prioritizing share buybacks: $1B share repurchase plan Market Cap $3.64B EV $2.69B 14% of float short(what were the shorts thinking) 🚀 🚀 🚀 🚀 🚀 🚀 🚀"
X Link 2023-04-17T13:08Z [----] followers, [----] engagements

"$VNO switching from dividends to buybacks at current share price is great capital allocation"
X Link 2023-04-26T23:28Z [----] followers, [----] engagements

"$RIG. Not a good look. No position. No Recommendation. Oh wait. 😂 $RIG announcing fixture for last of Cat-D HE semi at $455k day-rate. Not sure if rate is clean but would be quite the data point. https://t.co/jARo8wt7Qo $RIG announcing fixture for last of Cat-D HE semi at $455k day-rate. Not sure if rate is clean but would be quite the data point. https://t.co/jARo8wt7Qo"
X Link 2023-05-10T13:20Z [----] followers, [----] engagements

"Offshore Newbuild vs Reactivation Newbuild Economics Cost: $250M-$1B Timeframe: 3-5 years $RIG 7th Reactivation Economics Cost: $75-$125M Timeframe: 12-18 months [--] Coldstacked 6th and 7th Gen Drillships industry wide. [--] belong to $RIG"
X Link 2023-07-07T16:34Z [----] followers, [----] engagements

"Deepwater Atlas's current $455k dayrate contract expires Aug '24. The dayrate on that renewal will be a significant signal for the Offshore Cycle. $RIG"
X Link 2023-07-20T12:22Z [----] followers, [----] engagements

"Just got off the short and sweet $BTU call. Loved Managements response that they did quite a bit more than 65% in Q1 but will not detail any further other an at least 65% of yearly AFCF will be returned. Keep those buybacks coming"
X Link 2023-07-27T15:36Z [----] followers, [----] engagements

"(1/2) $BTU 2Q Quick notes: Taking out the $109m working cap again [----] allocation for shareholder returns on pace to be at least $686m(21% of MC). Company is printing money and accelerating buybacks even in a depressed coal price environment"
X Link 2023-07-27T16:59Z [----] followers, [----] engagements

"$BTU "Bagholders". patience is a virtue isn't it Financial Markets lie but Supply/Demand economics and Free Cashflow never do. This is just the beginning #CoalTwitter"
X Link 2023-08-09T14:51Z [----] followers, [----] engagements

"Travis Hunter's performance has to be one of the all time greatest in College Football history Colorado came in as a [--] point underdog but beat TCU 45-42. Shedeur Sanders set a school record with [---] passing yards and [--] TDS. Travis Hunter played 125+ snaps in 100-degree heat finishing with an INT (as a DB) and [--] catches for [---] yards (as a WR). The Deion Effect 🤯 https://t.co/XoJeLG3ypU Colorado came in as a [--] point underdog but beat TCU 45-42. Shedeur Sanders set a school record with [---] passing yards and [--] TDS. Travis Hunter played 125+ snaps in 100-degree heat finishing with an INT (as"
X Link 2023-09-02T21:30Z [----] followers, 47.2K engagements

"For all the Operations and "Empire Building" critique $BTU Management gets they certainly knocked it out of the park in 3Q with solid operations and an accretive acquisition at low price $BTU had best operational performance in long time in q3. Production hit all targets and costs beat by a mile. If you are focusing on headline numbers you are missing the big picture. $BTU had best operational performance in long time in q3. Production hit all targets and costs beat by a mile. If you are focusing on headline numbers you are missing the big picture"
X Link 2023-10-26T13:09Z [----] followers, [----] engagements

"$BTU has bought back 9.3% of its shares YTD. $103m available to buy back another 3% and should return to larger buybacks after 4Q landing somewhere between 15-20% Shareholder return for [----]. Pretty fantastic considering depressed coal prices"
X Link 2023-10-26T13:27Z [----] followers, 11.8K engagements

"After 2Q earnings $BTU had $142m available for BBs. Management only used $35.7m to buyback 1.4m shares. Thats an avg of $25.5/sh. Did BBs cause the recent $26 spike Quite possible that the retail float is running low and any further BB waves initiated will drive the price up"
X Link 2023-10-26T18:30Z [----] followers, 13K engagements

"Any sign of turnaround in containerships and $ZIM is a [--] bagger minimum. Solid Balance Sheet yet trades at .2 Book. My goodness"
X Link 2023-10-27T18:50Z [----] followers, [----] engagements

"$BTU At September [--] [----] $733.6 million remained available under its share repurchase program. From October [--] [----] through October [--] [----] the Company repurchased an additional [---] million shares for $27.3 million. $24.82 avg buyback in Oct"
X Link 2023-11-03T14:25Z [----] followers, 24.3K engagements

"$BTU appears to be aggressive with buybacks. $103.6m AFCF after 3Q. At least $27mil spent in Oct and now possibly $114.55m spent yesterday for total of $141.55m since 3Q or $37.95m over AFCF. May also be a case of prespending some of 4Q AFCF. #CoalTwitter"
X Link 2023-11-16T18:29Z [----] followers, 25.4K engagements

"After listening to the $STNG call if you cant get excited about Energy I dont know what to tell ya. Unless you believe Management teams across the Energy space are collectively lying thru their teeth Energy is headed to the Moon 🚀 #WinterIsComing"
X Link 2023-11-23T19:32Z [----] followers, [----] engagements

"Some may be curious why Elliott is selling $BTU nearly everyday. The reason is because Elliott was rapidly approaching 20% ownership of $BTU which would change the way Elliott accounts for the share. Prior to selling Elliott ownership grew to 16% due to buybacks #Coaltwitter"
X Link 2023-11-24T04:32Z [----] followers, [----] engagements

"The names Blue Creek and Centurion will make folks alot of money in the next few years. $HCC $BTU #CoalTwitter"
X Link 2023-12-19T12:50Z [----] followers, [----] engagements

"If you thought $AMR buybacks had juice wait til you see the torque on $BTU and $HCC from growth capex with very high ROIC + aggressive buybacks #CoalTwitter @TetonCapital1 @taobanker @doctorslernon @contrarian8888 Buybacks buybacks buybacks. $BTU has been in neutral for what feels like forever but I'm not selling any of my shares until we get closer to fair value. I'm a little bit tempted to cut a couple losers and buy more [----] calls but it's just a matter of time. @TetonCapital1 @taobanker @doctorslernon @contrarian8888 Buybacks buybacks buybacks. $BTU has been in neutral for what feels"
X Link 2024-01-11T06:23Z [----] followers, [----] engagements

"I can understand using "implied steel value" in the early days of the offshore bear market but why some are still using it today is beyond me. Dayrates are inflecting higher operational cashflows strengthing but analysts are using a Cigar Butt style metric $RIG $VAL $TDW"
X Link 2024-01-16T11:39Z [----] followers, [----] engagements

"Big News for $BTU. This is the type of catalyst that helped propel. $AMR to new heights. Peabody has also dialed up the Buyback Machine $BTU +5.4% to join S&P SmallCap [---] $BTU +5.4% to join S&P SmallCap 600"
X Link 2024-01-17T23:15Z [----] followers, 12.1K engagements

"$HCC/ $BTU are the next $AMR #CoalTwitter New coal call 🚨 $HCC is crazy cheap their Blue Creek spending is masking how f'ing cheap it is [----] million fd shares $687mm cash $153mm debt Sureties/environ no big deal At $67 call it $3b EV 1/ New coal call 🚨 $HCC is crazy cheap their Blue Creek spending is masking how f'ing cheap it is [----] million fd shares $687mm cash $153mm debt Sureties/environ no big deal At $67 call it $3b EV 1/"
X Link 2024-01-18T21:02Z [----] followers, [----] engagements

"$BTU at $27.its been a while but well worth the journey for the patient. Still a LONG way to go with the Buyback Machine just getting started Here's my Peabody forecast $BTU. get on the #coal train or be left behind (again): https://t.co/ULaHF3cuRt Here's my Peabody forecast $BTU. get on the #coal train or be left behind (again): https://t.co/ULaHF3cuRt"
X Link 2024-01-24T17:33Z [----] followers, [----] engagements

"Epic $RIG negativity Rebuttal Have seen some negative commentary on $RIG. Sharing some opinions. Dayrates were $200k from 2016-2021 and they survived but now $RIG is allegedly insolvent at $450k after surviving all of those years at half the dayrate Should be FCF positive or breakeven in [--] with $400mm Have seen some negative commentary on $RIG. Sharing some opinions. Dayrates were $200k from 2016-2021 and they survived but now $RIG is allegedly insolvent at $450k after surviving all of those years at half the dayrate Should be FCF positive or breakeven in [--] with $400mm"
X Link 2024-02-06T18:41Z [----] followers, [----] engagements

"As $BTU continues to aggressively buyback shares below $27 will become the new below $24 then below $30. In [----] when the stock is well above $50 many will look back on these short term price predictions as an inefficient use of time"
X Link 2024-03-09T12:29Z [----] followers, [----] engagements

"There's your $500k clean rate folks. And of course it's $RIG that breaks the $500k wall. Top notch Management $RIG $VAL $NE $DO $SDRL $TDW 7G Asgard at $534k/day includes addl services (not clean) but a good fixture for [--] year in US GoM thats likely $500k when adjusted to a clean dayrate. Filling up white space at about half a million dollars a day is good to see. https://t.co/IWvH7yNjN1 $RIG $VAL $NE $DO $SDRL $TDW 7G Asgard at $534k/day includes addl services (not clean) but a good fixture for [--] year in US GoM thats likely $500k when adjusted to a clean dayrate. Filling up white space at"
X Link 2024-04-01T20:56Z [----] followers, 19.3K engagements

"Big Shoutout to @mintzmyer for his pound the table call on $DAC / $GSL. I borrowed from the Soros playbook of invest first research later"
X Link 2024-05-20T15:04Z [----] followers, [----] engagements

"PRB/US Thermal: Rumors of our demise have been highly exaggerated $BTU US slows plans to retire coal plants as power demand from AI surges - FT https://t.co/DCn0zLi9CS US slows plans to retire coal plants as power demand from AI surges - FT https://t.co/DCn0zLi9CS"
X Link 2024-05-30T11:35Z [----] followers, 12.5K engagements

"Just landed in Rio.it's a sign 😂 $RIG #EFT"
X Link 2024-06-02T15:14Z [----] followers, [----] engagements

"So who else bought the dip today while Mr. Market was quoting silly low prices $BTU $HCC $RIG"
X Link 2024-06-04T20:23Z [----] followers, [----] engagements

"Maximus Voice ARE YOU NOT ENTERTAINED $RIG"
X Link 2024-07-25T01:32Z [----] followers, [----] engagements

"This is the Endgame and $RIG management understands that. Sure the Invictus rate is below expectations but that's another high spec rig off the market for years. The call on reactivating cold stacked rigs is approaching fast $NE on deepwater demand in Q2 report: "Although demand has been flat over the past [--] months and appears likely to remain approximately flat into mid [----] we expect several sizeable development programs will drive another leg of growth from late [----] and [----]. $RIG $VAL $SDRL $NE on deepwater demand in Q2 report: "Although demand has been flat over the past [--] months and"
X Link 2024-08-01T11:18Z [----] followers, [----] engagements

"Say what you want about $BTU Management but their cost control and overall operating quality in 2Q was excellent. Plus a $100m gift to shareholders is a nice touch"
X Link 2024-08-01T12:51Z [----] followers, [----] engagements

"$RIG Earnings Call was a Prelude to a Supercycle. An absolute Masterclass from Management detailing the strong tailwinds in Offshore"
X Link 2024-08-02T00:49Z [----] followers, 17.9K engagements

"#CoalTwitter is funny. A few months ago Thermal was Dead and Met was the way. Now there are claims that Met is dead and back to Thermal. All Coal is alive and well for the foreseeable future. VIDEO COLUMN: The world has never used as much coal as its burning this year. In the age of the climate crisis King Coal still reigns. Above all in China which accounts for 50% of global demand. #CoalTwitter #ClimateCrisis @opinion h/t @Michaelj628 https://t.co/Ur6CaIJoNV VIDEO COLUMN: The world has never used as much coal as its burning this year. In the age of the climate crisis King Coal still reigns."
X Link 2024-08-14T14:59Z [----] followers, [----] engagements

"$SBSW is a classic multi bagger or bust play. In any situation where [--] is a possibility minimizing capital outlay is key. LEAPS as far out as I can get them are my weapon of choice We are out of $SBSW. Said we'd cut if it made new lows and here we are. Contras rejoice. Maybe this is their time to finally shine. Still very bullish PGMs but must respect technicals and risk. The tape don't lie We are out of $SBSW. Said we'd cut if it made new lows and here we are. Contras rejoice. Maybe this is their time to finally shine. Still very bullish PGMs but must respect technicals and risk. The tape"
X Link 2024-09-03T16:16Z [----] followers, [----] engagements

"$RIG Mid tier Deepwater KG1 going from $348k day rate to $410k with options locking it up til [----]. Global Drillship supply rapidly approaching a sold out status. The thesis is fully intact. You love to see it"
X Link 2024-09-04T14:15Z [----] followers, [----] engagements

"$635k dayrate $RIG $RIG Atlas with $635k/day on [---] day term in US GoM beginning 2Q28 This is likely 20k work for BPs Kaskida project. Could be follow on work for Tiber in future. I get oilfield service sentiment is poor but high spec rigs doing well. This Atlas fixture should be $150mm EBITDA https://t.co/Yc3ox3lHqF $RIG Atlas with $635k/day on [---] day term in US GoM beginning 2Q28 This is likely 20k work for BPs Kaskida project. Could be follow on work for Tiber in future. I get oilfield service sentiment is poor but high spec rigs doing well. This Atlas fixture should be $150mm EBITDA"
X Link 2024-09-10T22:07Z [----] followers, [----] engagements

"Looking at offshore valuations it's time to put "this company is better then this company" rhetoric away. I'm buying them all. $RIG $NE $SDRL $VAL $BORR $TDW $SMHI"
X Link 2024-09-27T14:12Z [----] followers, 15.8K engagements

"$BTU hasn't approached $27 since Jan. Gave long term investors [--] months to accumulate shares at silly prices. Stock still on sale just a little less Silly. Thank you Mr. Market. $BTU at $27.its been a while but well worth the journey for the patient. Still a LONG way to go with the Buyback Machine just getting started $BTU at $27.its been a while but well worth the journey for the patient. Still a LONG way to go with the Buyback Machine just getting started"
X Link 2024-09-27T14:29Z [----] followers, [----] engagements

"PRB is worth zero. $BTU Limit down tomorrow. BMO says Texas has no more power for data centers https://t.co/OrWjaDjQwv BMO says Texas has no more power for data centers https://t.co/OrWjaDjQwv"
X Link 2024-09-30T21:02Z [----] followers, [----] engagements

"@FlyingHighRyan [---] IMO has surpassed it. It looks majestic at the gate"
X Link 2024-10-04T19:04Z [----] followers, [----] engagements

"Following @NICKRADICAL4 's picks has been nothing but pure Alpha. $BTU $RIG $VNO $OGI.My goodness"
X Link 2024-10-04T19:53Z [----] followers, [----] engagements

"Quick Thoughts $GTX Buying the Dip $RIG / $SDRL Transocean thesis has always been about the cold stacked Drillship reactivation ramping up of dayrates and deleveraging. This merger would likely accelerate all three 👍🏿 $BTU Price action seems to suggest the buyback machine is churning. Expect to see a significant amount of buybacks in the Earnings report on Halloween. Royen Out ✌🏿"
X Link 2024-10-24T17:04Z [----] followers, [----] engagements

"$RIG is FCF positive and debt pay down has begun. Bull Thesis is running ahead at full steam. $VAL repurchased $100m off $111 FCF. Buyback machine turned on at full blast as rising dayrate momentum continues Beautiful start to the offshore Supercycle"
X Link 2024-10-31T04:18Z [----] followers, 20.2K engagements

"$BTU great quarter and strong cash flows in a tough pricing environment. Great operational performance in US Thermal. Centurion ahead of schedule. And best of all 3.5% of shares were bought back in the quarter while this cash flowing enterprise trades below book value. This stock wont be in the $20s much longer #CoalTwitter"
X Link 2024-10-31T12:49Z [----] followers, [----] engagements

"$RIG Management basically said they are in merger talks with $SDRL without saying it out loud $RIG consolidation commentary from the call Note: $SDRL owns/manages [--] 7G rigs [--] of which are managed by SDRL through a 50/50 JV with Sonangol https://t.co/tfn5Qm4QQV $RIG consolidation commentary from the call Note: $SDRL owns/manages [--] 7G rigs [--] of which are managed by SDRL through a 50/50 JV with Sonangol https://t.co/tfn5Qm4QQV"
X Link 2024-11-01T02:52Z [----] followers, [----] engagements

"Spectacular synopsis by Tommy. Offshore drillers are a Sam Zell focus on supply style investment. Supply is constrained for the foreseeable future with demand set to increase. Furthermore when an investor purchases a piece of these businesses they are acquiring high spec rigs below replacement value. The Supercycle has begun. $RIG $NE $VAL and $SDRL account for 61% of the global fleet of modern floating rigs. Within the global fleet are various sub-segments by rig type: Transocean has the 2.8mm lbs hookload drillships mostly in US GoM ($500k rates). Noble Valaris and Seadrill own 90% of"
X Link 2024-11-02T13:13Z [----] followers, [----] engagements

"Monster quarter(especially buybacks) by $RIG errrrrrrr I mean $sdrl 😂"
X Link 2024-11-12T22:07Z [----] followers, [----] engagements

"Offshore is probably one of the most mispriced sectors right now. Deepwater Rigs were trading for less than replacement value then Mr. Market cuts the value further in half. Music to a Value Investors' ears I have a meme for this after you read the left side and let it sink in that IEA sees 700kbpd Brazil growth by YE25 and Petrobras sees +350kbpd bychecks notes2029. https://t.co/KKtne62iaL I have a meme for this after you read the left side and let it sink in that IEA sees 700kbpd Brazil growth by YE25 and Petrobras sees +350kbpd bychecks notes2029. https://t.co/KKtne62iaL"
X Link 2024-11-23T22:17Z [----] followers, [----] engagements

"$BTU has transformed itself into a Met Coal Powerhouse with Met production set to 3x in [----] most of it Tier [--] HCC which will roughly 2x current EBITDA. Trading at 3x EBITDA any further dip in the stock would be a gift. I'm a fan of the deal. #CoalTwitter"
X Link 2024-11-25T11:59Z [----] followers, [----] engagements

"Long winded summary of $BTU Special Call: Unless Thanos shows up in Asia and wipes out half the population.stock is a Multibagger #CoalTwitter"
X Link 2024-11-25T16:37Z [----] followers, [----] engagements

"$241k to $455k day rate swing. Nice pickup for $RIG.errrrr.I mean $SDRL $SDRL [--] year term at $455k/d incl services excl mob fee. On clean basis maybe $425-430k but good [--] year term for market. Keeps Tellus off market until [----]. Stays in Brazil Big step up on Tellus dayrate from [----] legacy contract at $241k rolling off 1Q26 $RIG $VAL $NE https://t.co/UNtINsJTnE $SDRL [--] year term at $455k/d incl services excl mob fee. On clean basis maybe $425-430k but good [--] year term for market. Keeps Tellus off market until [----]. Stays in Brazil Big step up on Tellus dayrate from [----] legacy contract at"
X Link 2024-12-18T02:56Z [----] followers, [----] engagements

"All eyes will be on the Permian in [----]. If it rolls over the upside in Oil & Gas will be substantial. Market believes Shale production will continue to grow for years. I'm siding with Christine @Go_Rozen and others who believe the rollover of the Permian is imminent The Permian Basin is getting old. Operators are running into geologic limits that will constrain further growth and struggling to dispose of the huge amounts of wastewater they produce alongside crude. #OOTT #ONGT #fintwit $XOM $CVX $EOG $FANG $OXY https://t.co/OFzDMt78ag The Permian Basin is getting old. Operators are running"
X Link 2024-12-28T19:50Z [----] followers, [----] engagements

"$BTU CEO states US Coal tailwinds are the strongest hes seen in over [--] decades. Private Equity firms have approached the company wrt power generation deals for data centers"
X Link 2025-02-06T16:11Z [----] followers, 12.3K engagements

"$HCC Management is much more gloomy on Met Coal pricing outlook vs $BTU Management. I believe the location of $BTU s Met assets and slightly higher quality Met coal play a role in the differing outlooks. Then again $HCC Management is always gloomy on Calls. Long both"
X Link 2025-02-13T23:01Z [----] followers, [----] engagements

"$AMR has been taken to the woodshed. Generational opportunity in coal right now because Mr. Market can't think past the next 6-12 months"
X Link 2025-02-14T23:55Z [----] followers, 14.7K engagements

"Whenever you hear the word "uninvestible" being thrown around that is when one can dive into a sector and see if there is value hidden amongst noise. The global demand for premium HCC remains robust despite the short term negative sentiment. #metcoal has no tailwind in sight. A pretty non-investible sector at this point. some comments from $HCC management below. Don't let people suck you into a trade even the industry insiders think is pretty bleak for a long time ahead. #coal #CoalTwitter https://t.co/Ig51956qPm #metcoal has no tailwind in sight. A pretty non-investible sector at this point."
X Link 2025-02-17T13:08Z [----] followers, [----] engagements

"Met Coal is Dead they say😂 $HCC $BTU $AMR 🚀 🚀🚀 Holy f---ing.Walt & Dale from the high ropes with one hell of an incredible Blue Creek update for Warrior Met Coal $HCC Economics done at $250/mt. But even at $190/mt PLV guiding to an incremental $429MM of free cash flow The koala is pleased.the good old boys are going https://t.co/3IboJ60YdB Holy f---ing.Walt & Dale from the high ropes with one hell of an incredible Blue Creek update for Warrior Met Coal $HCC Economics done at $250/mt. But even at $190/mt PLV guiding to an incremental $429MM of free cash flow The koala is pleased.the good"
X Link 2025-02-21T23:09Z [----] followers, [----] engagements

"$NE is must own based on recent insider buys"
X Link 2025-02-22T12:09Z [----] followers, [----] engagements

"$HCC Walt & Dale pulled a Pat McAfee on the Met Bears they were all gloomy on the earnings call then drop an ULTRA bullish Blue Creek presentation on a SaturdayEPIC"
X Link 2025-02-23T20:40Z [----] followers, [----] engagements

"$BTU CEO drops $100k on shares. Another sign that Peabody shares present a generational opportunity"
X Link 2025-02-26T02:35Z [----] followers, [----] engagements

"Offshore Bulls.stop whining and keep buying. Generational opportunity $RIG $VAL $TDW $NE"
X Link 2025-02-26T18:04Z [----] followers, [----] engagements

"Today investors have the opportunity to buy deepwater drill ships for pennies on the dollar while waiting for this to unfold. This is what a generational opportunity looks like. $VAL $RIG $SDRL $NE"
X Link 2025-03-08T12:12Z [----] followers, 47.9K engagements

"Permian Production Bulls/Offshore Bears.the Permian needs $66-$83 Oil just to BREAK EVEN let alone make a reasonable return for investors. The Trump Admin wants even lower oil prices while cutting gov't spending so Shale subsidies likely out of the window. Drill Baby Drill likely comes via the Deep water which happen to be extremely supply constrained for the foreseeable future Scott Sheffield- at $50 it's not going to work https://t.co/RBKDF2VIYU Scott Sheffield- at $50 it's not going to work https://t.co/RBKDF2VIYU"
X Link 2025-03-11T20:15Z [----] followers, [----] engagements

"The Permian Basin and the Physics of Geology. Long story short some unexpected breakthrough technological advancement is needed to prevent a decline in total US Shale Oil production"
X Link 2025-03-12T16:14Z [----] followers, [----] engagements

"No one cared about subprime mortgages til something broke. Dr. Burry was dunked on for [--] years before dropping a 400%+ year. It feels like a similar pattern is going to happen with Oil. History doesn't repeat itself but it sure does Rhyme No One Is Going To Care About Oil Fundamentals Until Something Breaks https://t.co/mVXqzPDCV3 https://t.co/GBqN6eFBXt No One Is Going To Care About Oil Fundamentals Until Something Breaks https://t.co/mVXqzPDCV3 https://t.co/GBqN6eFBXt"
X Link 2025-03-14T00:11Z [----] followers, [----] engagements

"I reckon Citadel isn't dropping $1.2 Billy in the Haynesville(toilet paper acreage) for $4 Natty. Use that signal as you wish Citadel buys Paloma Energy for $1.2B Hville co didnt have that on my bingo card Citadel buys Paloma Energy for $1.2B Hville co didnt have that on my bingo card"
X Link 2025-03-14T00:17Z [----] followers, [----] engagements

"Rumors of Offshore Drillers' demise have been HIGHLY exaggerated $VAL $VAL Two year term for DS-10 (7G) at $480k in lower cost W Africa along w/ two unpriced options at [--] year each. 2Q-3Q [----] start Strong dayrate w/ multi year term. DS-10 had previously worked in Nigeria and Im guessing its headed there More West Africa work remains for IOCs https://t.co/mW0SJquUEX $VAL Two year term for DS-10 (7G) at $480k in lower cost W Africa along w/ two unpriced options at [--] year each. 2Q-3Q [----] start Strong dayrate w/ multi year term. DS-10 had previously worked in Nigeria and Im guessing its headed"
X Link 2025-03-31T21:18Z [----] followers, 24.5K engagements

"What a gift today was. Generational opportunities across the Energy space and Small Cap value today. Added $BTU $VAL $RIG $MAGN $PUMP $KOS $SBSW Unless the world is coming to an end multiple [--] baggers among those stocks at current levels"
X Link 2025-04-04T22:21Z [----] followers, 23.7K engagements

"Dayrates are well into the $400000s the Permian is showing clear signs of rolling over and $RIG trades as if Thanos/COVID [---] is at Earth's doorstep. What an opportunity here and in the entire offshore sector in general"
X Link 2025-04-06T13:36Z [----] followers, [----] engagements

"Highest spec rigs + excellent white space management + constrained supply + TORQUE All an investor needs is a little bit of patience. 2H [----] should be exciting $RIG $OFOS $RIG $VAL $NE Twitter: "Debt makes RIG much worse than VAL/NE" JPM Fixed Income: "We rate Transocean's unsecured debt OW but are UW Noble/Valaris bonds" 🧐 I get bond RV thesis equity call but still ironic 🤷♂ https://t.co/HrXJFMHlHB $OFOS $RIG $VAL $NE Twitter: "Debt makes RIG much worse than VAL/NE" JPM Fixed Income: "We rate Transocean's unsecured debt OW but are UW Noble/Valaris bonds" 🧐 I get bond RV thesis equity"
X Link 2025-04-29T19:38Z [----] followers, [----] engagements

"$VAL earnings commentary Offshore Bullswe ride at Dawn 🚀🚀🚀"
X Link 2025-05-01T20:54Z [----] followers, [----] engagements

"$TDW has cranked up the buyback machine purchasing 5% of shares outstanding"
X Link 2025-05-05T20:48Z [----] followers, [----] engagements

"Spectacular News. Congratulations to fellow $SOC investors and big shout-out to @BR_Kelleran for highlighting this opportunity long ago $SOC https://t.co/CYJHIYMbit https://t.co/2SmfSTMzZ8 $SOC https://t.co/CYJHIYMbit https://t.co/2SmfSTMzZ8"
X Link 2025-05-19T10:58Z [----] followers, [----] engagements

"Investors dumping $BTU and $YAL.AX $YAL over empire building fears are missing the forest for the trees. Building scale and resilience in a volatile sector isnt egoits strategy. Kneejerk selling = shortsighted. Long-term vision wins. Buying $YAL.AX $YAL equity off the short sighted boomers is just a reverse engineered 60c divvie 🧠🤑💸🪳 #coaltwitter #reverseroach https://t.co/evR4XEfEUq Buying $YAL.AX $YAL equity off the short sighted boomers is just a reverse engineered 60c divvie 🧠🤑💸🪳 #coaltwitter #reverseroach https://t.co/evR4XEfEUq"
X Link 2025-08-20T13:53Z [----] followers, [----] engagements

"We all win some and lose some especially with short term market move predictions. I've been accumulating $BTU but did not expect the shares to rip til [----] but things happen. Still a long way to go in the coal game. This YTD chart is total return including dividends. At least that's what Perplexity says😂"
X Link 2025-10-01T14:41Z [----] followers, [---] engagements

"The late great Jim Simon's Renaissance Technologies has acquired a 5%+stake in $BTU signaling that even the quants are involved. 5%+ ownership 13G disclosure for a .25% position is a testament to the size and scale of Renaissance"
X Link 2025-11-14T11:31Z [----] followers, [----] engagements

"With this Federal lease deal extending the lives of mine [--] and Blue Creek $HCC is a $165 stock at $225/mt benchmark Met. Bull case $200+ at $275/mt News; $HCC Warrior Awarded Federal Coal Leases by the Bureau of Land Management News & Disclaimer https://t.co/i5nPzYcrTl @grok please provide the finance card for $HCC News; $HCC Warrior Awarded Federal Coal Leases by the Bureau of Land Management News & Disclaimer https://t.co/i5nPzYcrTl @grok please provide the finance card for $HCC"
X Link 2026-01-13T23:48Z [----] followers, [---] engagements

"Bought some $BTG JAN [----] $7.50 LEAPS today. Timing feels just as good as buying $SBSW $10 Calls last Spring which ended up turning into a [--] Bagger Look how cheap $btg is compared to everything else Look how cheap $btg is compared to everything else"
X Link 2026-01-31T04:28Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing