@FoamOnTheRunway Avatar @FoamOnTheRunway GT

GT posts on X about $rig, book, copper, $ivnto the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 40% stocks 15.24% technology brands 5.71% social networks 3.81% countries 3.81% cryptocurrencies 2.86% financial services 1.9% travel destinations 1.9% automotive brands 0.95% ncaa football 0.95%

Social topic influence $rig #26, book 7.62%, copper 5.71%, $ivnto #8, gold 5.71%, business 4.76%, in the 4.76%, what is 4.76%, breakout #626, oil 4.76%

Top accounts mentioned or mentioned by @icbarrett @hkuppy @ultradeep3 @joshyoung @jeremie0117 @rwmalonemd @contrarian8888 @nickradical4 @edark94 @econ713 @ericnuttall @cornelialake @admagazzu @udiamondballs @jpmorgan @stockcharts @calvinfroedge @aftunion @rweingarten @ccdhate

Top assets mentioned Transocean LTD. (RIG) Huntsman Corporation (HUN) Ivanhoe Electric Inc. (IE) Peabody Energy Corporation (BTU) Matrix AI Network (MAN) Robert Half International Inc (RHI) ZipRecruiter, Inc. (ZIP) Domino's Pizza Inc (DPZ) BlackRock Inc (BLK) Hecla Mining Company (HL) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Mosaic Co (MOS)

Top Social Posts

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

"Employment situation report: the headline misses the point. * U-6 increased [--] bps YoY to 7.7% * employment-population fell [--] bps YoY to 59.7% That equals roughly 1M jobs lost. There's a reason staffing stocks like $RHI $MAN $ZIP are getting killed"
X Link 2025-11-20T18:02Z [----] followers, [---] engagements

"NGEx Minerals 10%+ $NGEX.to $NGXXF"
X Link 2025-12-17T16:56Z [----] followers, [---] engagements

"Faraday Copper 1%+ $FDY.to $CPPKF"
X Link 2025-12-17T17:50Z [----] followers, [---] engagements

"Ivanhoe Mines 1%+ $IVN.to $IVPAF"
X Link 2025-12-17T17:52Z [----] followers, [---] engagements

"Heads up: Domino's $DPZ is testing resistance Domino's Pizza $DPZ is a cash cow with significant growth potential the business is trading at a nearly 5% free cash flow yield after years of stock consolidation sentiment is horrible and comps are easy. Starter position awaiting technical confirmation to scale up. Domino's Pizza $DPZ is a cash cow with significant growth potential the business is trading at a nearly 5% free cash flow yield after years of stock consolidation sentiment is horrible and comps are easy. Starter position awaiting technical confirmation to scale up"
X Link 2025-12-18T17:31Z [----] followers, [---] engagements

"BlackRock TCP Capital $TCPC is a publicly-traded business development company that provides direct lending to middle-market companies and small businesses. Yesterday after the weekly close they revealed a 19% drop in equity value during the quarter based on an estimated 80% markdown on 4% of portfolio companies. It's a stunning development particularly since all of the marks were 82% to above cost in September (see details below). What does this imply about the rest of the $2B book More importantly what does it imply about the entire $2 trillion asset class Details: Updated NAV min of $7.05"
X Link 2026-01-25T02:00Z [----] followers, [---] engagements

"Huntsman $HUN makes chemical formulations that are used in a variety of applications for industrial and building product manufacturers. The business has been in a multi-year cyclical downturn but is generating cash trading at 2/3 of book the guy running the company is the founder's son every dollar on the stock is worth nearly 8x his salary -- and the stock is breaking out. Open gap at $15 resistance $17-20 potential for double. https://twitter.com/i/web/status/2018802335217262977 https://twitter.com/i/web/status/2018802335217262977"
X Link 2026-02-03T21:42Z [----] followers, [----] engagements

"Deploying some cash into the bloodbath as VIX curve approaches inverted and TSX Venture hits support. $ANDC.v $FWZ.v $HL $IVN.to $RIG $SBSW $TII Weekend update: Only 3/21 PA positions are at or below [--] DMA Reduced all large positions and went half cash on increasing risk that positions test [--] DMA support Lundin Gold $LUG.to is oversold below [--] DMA and at volume support https://t.co/rO4CqbyMhY Weekend update: Only 3/21 PA positions are at or below [--] DMA Reduced all large positions and went half cash on increasing risk that positions test [--] DMA support Lundin Gold $LUG.to is oversold below"
X Link 2026-02-05T17:25Z [----] followers, [----] engagements

"Not bearish 👇 S&P [---] breadth best in about [--] years GS https://t.co/Vw7eESu27i S&P [---] breadth best in about [--] years GS https://t.co/Vw7eESu27i"
X Link 2026-02-07T18:56Z [----] followers, [---] engagements

"Market yield update: Tesla 0% Nvidia 2% Google 3% T-bills 4% Investment Grade bonds 5% [--] year mortgage 6% High Yield bonds 7% Vale 8% OneMain 10% BDCs 12% Petrobras 14% credit cards 20%"
X Link 2026-02-08T15:23Z [----] followers, [---] engagements

"Mosaic $MOS open gap $31-3 resistance $35 and a lot of blue sky above that. Mosaic $MOS starter position https://t.co/k1obvkEeLS Mosaic $MOS starter position https://t.co/k1obvkEeLS"
X Link 2026-02-10T16:52Z [----] followers, [---] engagements

"A gift from Ole at Pareto $RIG @admagazzu Some no name Pareto analyst Ole Rolland. At least Ive never heard the name. Have you https://t.co/xUgjI5Eoue @admagazzu Some no name Pareto analyst Ole Rolland. At least Ive never heard the name. Have you https://t.co/xUgjI5Eoue"
X Link 2026-02-10T17:48Z [----] followers, [----] engagements

"Kobeissi thinks "the short US bond trade is very crowded" based on the evidence that TLT short interest is up to 150M shares. To put this in perspective the value of the short equals $15B or 0.039% of total federal debt outstanding. It rounds to zero. The short US bond trade is very crowded: Short interest in the popular Treasury bond-tracking ETF $TLT is up to a record [-----] million shares. This is [--] TIMES above levels seen in March [----] which stood at [--] million shares. Short interest has TRIPLED since [----] despite https://t.co/wmLySuY8IY The short US bond trade is very crowded: Short"
X Link 2026-02-10T18:14Z [----] followers, [---] engagements

"@jeremie0117 The bull case on Huntsman Huntsman $HUN makes chemical formulations that are used in a variety of applications for industrial and building product manufacturers. The business has been in a multi-year cyclical downturn but is generating cash trading at 2/3 of book the guy running the company is the https://t.co/hNGKFGF7FN Huntsman $HUN makes chemical formulations that are used in a variety of applications for industrial and building product manufacturers. The business has been in a multi-year cyclical downturn but is generating cash trading at 2/3 of book the guy running the"
X Link 2026-02-11T00:06Z [----] followers, [----] engagements

"@UDiamondBalls I own these and Nutrien as part of a basket to supplement a core position in Millennial Potash $MLP.v 🚀"
X Link 2026-02-11T01:44Z [----] followers, [---] engagements

"JP Morgan comes clean. There is no housing shortage and there hasnt been for a long time. In fact there is now excess supply that will only grow further. J.P.Morgan: The U.S. housing "shortage" is exaggerated "the size of the housing shortage in the U.S. has been overemphasized with J.P.Morgan Global Research putting the figure at around [---] million homes significantly below other market estimates" - John Sim at @jpmorgan https://t.co/fomwsCdwD8 J.P.Morgan: The U.S. housing "shortage" is exaggerated "the size of the housing shortage in the U.S. has been overemphasized with J.P.Morgan Global"
X Link 2026-02-11T05:38Z [----] followers, [---] engagements

"Employment situation summary: sh*tshow * Full-time: +1% since [----] * Native born: unchanged since 2019"
X Link 2026-02-11T16:41Z [----] followers, [---] engagements

"Thoughts & prayers for Ole $RIG A gift from Ole at Pareto $RIG https://t.co/TjdzYvsF3p A gift from Ole at Pareto $RIG https://t.co/TjdzYvsF3p"
X Link 2026-02-11T20:49Z [----] followers, [----] engagements

"@ICBarrett Im grateful for that because it took me about five seconds to make it my biggest position. 🙏"
X Link 2026-02-11T20:55Z [----] followers, [---] engagements

"Transocean $RIG all-stock acquisition of Valaris is a deleveraging transaction that adds scale diversification and pricing power. $5 has been a key level for years and that is now probably the floor. Im scaling up"
X Link 2026-02-09T15:25Z [----] followers, [----] engagements

"Transocean $RIG Im cuffing downside of $4 and upside $15+. The stock is $5. Last call Transocean $RIG all-stock acquisition of Valaris is a deleveraging transaction that adds scale diversification and pricing power. $5 has been a key level for years and that is now probably the floor. Im scaling up. Transocean $RIG all-stock acquisition of Valaris is a deleveraging transaction that adds scale diversification and pricing power. $5 has been a key level for years and that is now probably the floor. Im scaling up"
X Link 2026-02-10T15:40Z [----] followers, [----] engagements

"Transocean $RIG [---] '31 up [--] points to [---] 👇 The rest is noise. $RIG's 7.50% Apr-2031 (junior) bonds have gone up from [--] yesterday to [---] today - the deleveraging part of the merger thesis seems to be working out so far. The equity is down today but doubt we'll come close to yesterday's 180m volume = 6x the average🤷♂ https://t.co/t6k9feXsai $RIG's 7.50% Apr-2031 (junior) bonds have gone up from [--] yesterday to [---] today - the deleveraging part of the merger thesis seems to be working out so far. The equity is down today but doubt we'll come close to yesterday's 180m volume = 6x the"
X Link 2026-02-10T16:30Z [----] followers, [----] engagements

"@ICBarrett Awesome. Can you elaborate on that last point Im not sure I understand"
X Link 2026-02-13T23:43Z [----] followers, [---] engagements

"The Lundin family owns equity stakes worth C$14B in a group of commodity companies collectively worth over C$55B. Family portfolio by mkt cap (E): Lundin Gold $LUG 51% Lundin Mining $LUN 23% NGEx $NGEX 13% Intl Petroleum $IPCO 5% Montage $MAU 3% Fireweed $FWZ 1% Highlander $HSLV 1% ShaMaran Petroleum 1% This helps inform the discussion in the podcast below which I highly recommend. The Lundin name carries weight for a reason. They build where others wont write the cheques others can't and stay the course when others would run. Its a family philosophy ingrained in three generations now: big"
X Link 2025-11-14T02:09Z [----] followers, 27.9K engagements

"Ivanhoe Electric $IE last call"
X Link 2026-01-05T16:22Z [----] followers, [---] engagements

"What is necessary will be incredibly painful The Churchill War Room Museum in London is a stark reminder of the immeasurable sacrifice the British people paid to preserve freedom. History calls again. The world needs you. I am today launching Restore Britain as a national political party. Join us. https://t.co/RMtEuHopgV https://t.co/jQMAOjQJ5A I am today launching Restore Britain as a national political party. Join us. https://t.co/RMtEuHopgV https://t.co/jQMAOjQJ5A"
X Link 2026-02-14T02:57Z [----] followers, [---] engagements

"CF Industries $CF starter position as part of a fertilizer basket. Multi-year consolidation looks a lot of $XLE before that breakout"
X Link 2026-02-10T16:57Z [----] followers, [---] engagements

"Your example is truly inspiring. Im reminded of the song Audition from La La Land: She told me A bit of madness is key To give us new colors to see Who knows where it will lead us And that's why they need us" So bring on the rebels The ripples from pebbles The painters and poets and plays And here's to the fools who dream Crazy as they may seem Here's to the hearts that break Here's to the mess we make I trace it all back to then Her and the snow and the Seine Smiling through it She said she'd do it again 🙏 Taking no risk is taking certain risk. She was skiing to win. https://t.co/B2Y99wKDaT"
X Link 2026-02-13T17:59Z [----] followers, [----] engagements

"Transocean $RIG "Breakout of [--] year downtrend" $RIG I love this chart. Breakout of the [--] year downtrend. Sentiment for oil-related stocks is still highly negative. Hated sectors with strong fundamentals tend to move hardest once they turn. https://t.co/Q17Yq0pyWD $RIG I love this chart. Breakout of the [--] year downtrend. Sentiment for oil-related stocks is still highly negative. Hated sectors with strong fundamentals tend to move hardest once they turn. https://t.co/Q17Yq0pyWD"
X Link 2026-02-13T21:09Z [----] followers, 22K engagements

"Hello platinum 🚀 $SBSW $IVN.to $PGE.v If you like $Silver you should really really like $Platinum. https://t.co/xhxN69cs9H If you like $Silver you should really really like $Platinum. https://t.co/xhxN69cs9H"
X Link 2026-01-28T01:53Z [----] followers, [---] engagements

"Blue skies for oil services $OIH fresh highs back to late [----] back above a major congestion zone. Energy service stocks are surging. @stockcharts https://t.co/YA5br9vtxF $OIH fresh highs back to late [----] back above a major congestion zone. Energy service stocks are surging. @stockcharts https://t.co/YA5br9vtxF"
X Link 2026-02-14T17:07Z [----] followers, [----] engagements

"King Copper Discovery 1%+ $KCP.v $TBXXF"
X Link 2025-12-17T17:53Z [----] followers, [---] engagements

"Lundin Gold 1%+ $LUG.to $LUGDF"
X Link 2025-12-17T17:55Z [----] followers, [---] engagements

"Marimaca Copper 1%+ $MARI.to $MARIF"
X Link 2025-12-17T17:58Z [----] followers, [---] engagements

"@calvinfroedge This video is a tribute to the man. Builder. My kids got me The Big Score for Christmas. And Im long Friedland through Ivanhoe Mines and Ivanhoe Electric"
X Link 2026-01-03T03:28Z [----] followers, [---] engagements

"Last call $TLO.to Talon Metals $TLO.to $TLOFF 👀 https://t.co/b1EZZEAClM Talon Metals $TLO.to $TLOFF 👀 https://t.co/b1EZZEAClM"
X Link 2026-01-21T16:21Z [----] followers, [----] engagements

"Stillwater Critical Minerals breakout alert $PGE.V $PGEZF * Largest nickel-platinum group metals project in an active mining district in the US; * Glencore owns 15%; * Government provided funding and launched a critical minerals fund; * Assays pending and updated mineral resource estimated expected shortly. * Neighbor Stillwater was acquired by Sibanye for $2.2B in [----]. * US$180M market cap. https://twitter.com/i/web/status/2014743118747402606 https://twitter.com/i/web/status/2014743118747402606"
X Link 2026-01-23T16:52Z [----] followers, [----] engagements

"Trend breakout confirmed 🚀 $Gold just broke out of its [--] year long channel. Meaning we could start to see it go parabolic. https://t.co/LszHdJFrfV $Gold just broke out of its [--] year long channel. Meaning we could start to see it go parabolic. https://t.co/LszHdJFrfV"
X Link 2026-01-28T02:08Z [----] followers, [---] engagements

"$BHP ATH $BHP.AX the largest stock on the ASX Just crossed $50 Commodities supercycle baby Hope you got a good wheelbarrow https://t.co/f5cAe3T5k2 $BHP.AX the largest stock on the ASX Just crossed $50 Commodities supercycle baby Hope you got a good wheelbarrow https://t.co/f5cAe3T5k2"
X Link 2026-01-28T05:56Z [----] followers, [---] engagements

"Weekend update: Only 3/21 PA positions are at or below [--] DMA Reduced all large positions and went half cash on increasing risk that positions test [--] DMA support Lundin Gold $LUG.to is oversold below [--] DMA and at volume support"
X Link 2026-01-31T18:43Z [----] followers, [---] engagements

"Metropolitan Capital Bank & Trust failed yesterday. It had nothing to do with silver. It had everything to do with the combination of bad commercial and industrial loans and a mere 2% equity cushion. Check out the call report for yourself. https://cdr.ffiec.gov/b2cc3969-83f1-425d-8138-8d263f064800 https://cdr.ffiec.gov/b2cc3969-83f1-425d-8138-8d263f064800"
X Link 2026-01-31T22:17Z [----] followers, [----] engagements

"Private equity is a multi-trillion dollar level [--] asset with no bid. The landscape has shifted dramatically for Private equity in the last [--] years. I've been highlighting this issue but this Forbes article publishesd yesterday is illuminating. Headline: it's tough out there. Fundraising and the number of funds are down while hold periods are https://t.co/mKcUNvBsiy The landscape has shifted dramatically for Private equity in the last [--] years. I've been highlighting this issue but this Forbes article publishesd yesterday is illuminating. Headline: it's tough out there. Fundraising and the"
X Link 2026-02-02T19:11Z [----] followers, [---] engagements

"Lundin Gold $LUG.to is trading at a 10% free cash flow yield at spot (which is down nearly 20% from the highs last week) assuming $1150 AISC and $40M overhead. And you get a free call option on Fruta del Norte South the largest exploration program in the company's history and potentially Lunahuasi. Weekend update: Only 3/21 PA positions are at or below [--] DMA Reduced all large positions and went half cash on increasing risk that positions test [--] DMA support Lundin Gold $LUG.to is oversold below [--] DMA and at volume support https://t.co/rO4CqbyMhY Weekend update: Only 3/21 PA positions are at"
X Link 2026-02-02T20:53Z [----] followers, [---] engagements

"The rate market is testing Warsh on the balance sheet. Good luck selling any of the $3.6 trillion in notes and bonds without blowing up the market"
X Link 2026-02-03T19:31Z [----] followers, [---] engagements

"The bet changed a year ago. $PYPL PayPal update: growth expectations slowed and the valuation increased. The bet has changed. $PYPL https://t.co/t02irJCJuo PayPal update: growth expectations slowed and the valuation increased. The bet has changed. $PYPL https://t.co/t02irJCJuo"
X Link 2026-02-03T23:24Z [----] followers, [---] engagements

"Silver was not available last week at $120. Nor is it available tonight at $70. Isnt price supposed to be the equilibrium between supply and demand What is the market clearing price where silver is actually available"
X Link 2026-02-06T03:06Z [----] followers, [---] engagements

"@AFTunion @rweingarten One word: air traffic controllers 1981"
X Link 2021-05-22T01:43Z [----] followers, [--] engagements

"@CCDHate @Imi_Ahmed Morgan Stanley estimated Pfizer would make $100 billion over the next five years on the Covid vaccine. Im sorry who is in it for the dollars"
X Link 2021-07-02T00:08Z [----] followers, [--] engagements

"@RWMaloneMD Conclusion appears similar to that estimated by mathematician @WesPegden see article below for more info https://www.wired.com/story/the-cdc-owes-parents-better-messaging-on-the-vaccine-for-kids/ https://www.wired.com/story/the-cdc-owes-parents-better-messaging-on-the-vaccine-for-kids/"
X Link 2021-07-17T16:17Z [----] followers, [---] engagements

"@RWMaloneMD Per the article: This equates to an average of [---] deaths occurring every month due to the Covid-19 vaccines in Scotland alone. Outnumbering the average number of people who have died of Covid-19 in Scotland by [---] per month"
X Link 2021-07-21T12:59Z [----] followers, [--] engagements

"@TheEconomist This Tweet helps explain why I cancelled my several decade subscription to your newspaper. Identity politics and tribalism may be good for sales but are terrible for the health of society"
X Link 2021-09-11T05:39Z [----] followers, [--] engagements

"The Fed can't print oil natural gas coal uranium copper cobalt nickel tin ships containers -- or food. #commodities #fintwit @Convertbond @RaoulGMI @HFI_Research @hkuppy @JKempEnergy @chigrl @acosgrove003"
X Link 2021-09-21T18:40Z [----] followers, [--] engagements

"@dockaurG You are a singular trusted voice Dr Kaur. Thank you for bringing attention to the plight of Canada and now Australia. I pray for a good people and freedom everywhere. Below is a thread of videos that might help people understand what is happening there. We are all #Australia We are all #Australia 1/ We are all #Australia 1/"
X Link 2021-09-25T04:22Z [----] followers, [--] engagements

"@akheriaty You inspire through your actions and words Dr Kheriaty. Im just a concerned parent with a lot of skin in this game and I am in disbelief. Pfizer the government Big Tech mainstream media teachers unions the FDA vaccine advisory committee members and many more colluded to enroll [--] million 5-11 year olds in a phase [--] clinical trial. Everyone is fully indemnified except the children. #AgencyProblem Pfizer the government Big Tech mainstream media teachers unions the FDA vaccine advisory committee members and many more colluded to enroll [--] million 5-11 year olds in a phase [--] clinical"
X Link 2021-10-27T02:37Z [----] followers, [--] engagements

"@AJKayWriter This breaks my heart. But alas your child is not alone. She has a wonderful mother which is the greatest gift in the world"
X Link 2021-11-01T16:22Z [----] followers, [--] engagements

"@NeBirgitta @PharmShelley At least one child dead from the vax and no child has died from the virus in Germany. Per study "case fatality could not be calculated due to an absence of cases." Healthy children should NOT be vaccinated it makes no sense. Why is it still https://www.medrxiv.org/content/10.1101/2021.11.30.21267048v1 https://www.medrxiv.org/content/10.1101/2021.11.30.21267048v1"
X Link 2021-12-10T16:49Z [----] followers, [--] engagements

"Second insurance company experiencing big mortality jump. OneAmerica cited 40% increase in mortality consistent with data from @COVIDData3. Now this. A massive trauma is unfolding evidenced by excess mortality higher disability lower births etc. This is the big story. @hkuppy Evidently Primerica's life insurance payouts tripled in [----] as well. https://t.co/YsB2MWezBa Evidently Primerica's life insurance payouts tripled in [----] as well. https://t.co/YsB2MWezBa"
X Link 2022-01-04T21:56Z [----] followers, [---] engagements

"Union Pacific rail may avoid LA It provides a critical link in the global supply chain by linking [--] states in the western two-thirds of the country by rail The economic consequences would be devastating. #WakeUp @MayorOfLA @LACountyBOS @GavinNewsom @PeteButtigieg @POTUS Union Pacific is weighing changes including avoiding Los Angeles as theft of rail freight rises https://t.co/L9uVawiOVk Union Pacific is weighing changes including avoiding Los Angeles as theft of rail freight rises https://t.co/L9uVawiOVk"
X Link 2022-01-18T01:36Z [----] followers, [--] engagements

"@EthicalSkeptic Coincidentally from Pfizer CEO @AlbertBourla Pfiazer CEOs remarks on mRNA vaccines. Are you reassured https://t.co/5W6SsFY34u Pfiazer CEOs remarks on mRNA vaccines. Are you reassured https://t.co/5W6SsFY34u"
X Link 2022-03-13T05:01Z [----] followers, [--] engagements

"@TraderPamplona changed my life. Theres no one better at idea generation fundamental analysis and conviction. I strongly urge anyone interested in the intersection of commodities and finance to follow him 👇"
X Link 2022-03-24T21:50Z [----] followers, [--] engagements

"Trust is dust. Why C19 LAC+USC hospital example. This video shows chief medical officer Brad Spellberg and infectious disease expert Paul Holtom in a town hall briefing. The quotes below regarding current C19 severity speak for themselves. 1/3 Here is a cleaner capture of key [---] minutes from the LAC+USC town hall briefing on July [--]. Brad Spellberg: "A lot of people have bad colds is what we're seeing." Paul Holtom: "As of this morning we have no one in the hospital who had pulmonary disease due to COVID." https://t.co/GeqOrlTLQS Here is a cleaner capture of key [---] minutes from the LAC+USC"
X Link 2022-07-18T21:06Z [----] followers, [---] engagements

"Then Health Services lost its marbles: ".we would like to be very clear: the COVID-19 pandemic remains a very serious public health threat." So it's a "cold" in private but a "very serious public health threat" in public Trust is dust. 3/3 https://x.com/LACUSCMedCenter/status/1549131897879506944s=20&t=in93Nwpa9742x-bcgu8VbQ Statement on behalf of LA Countys USC Medical Center on state of current COVID-19 Hospitalizations. https://t.co/RpSG6ddZuw https://x.com/LACUSCMedCenter/status/1549131897879506944s=20&t=in93Nwpa9742x-bcgu8VbQ Statement on behalf of LA Countys USC Medical Center on state"
X Link 2022-07-18T21:21Z [----] followers, [--] engagements

"Postscript: its worth noting that the CDC is a critical part of the ploy. For example Barbara Ferrers daughter wrote a paper the CDC used to justify masking kids and the CDC solicited the teachers union to help write school opening guidelines. https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/amp/ https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/amp/"
X Link 2022-07-21T06:19Z [----] followers, [--] engagements

"@Jusrangers Barbara Ferrer is the Home School Sales Person of the Year Enrollment at LAUSD-run schools is down 10% since 2019-20. Parents are voting with their feet and she could care less because it's a gravy train for her and her friends. https://x.com/LAUSDSup/status/1551359605178920960s=20&t=D89NI9THb4skt-BZ3gHHNg Enrollment decline: LAUSD's Carvalho says families leaving the state or choosing to home-school. Story via @edsource. https://t.co/O2mGY1Cx8K https://x.com/LAUSDSup/status/1551359605178920960s=20&t=D89NI9THb4skt-BZ3gHHNg Enrollment decline: LAUSD's Carvalho says families leaving"
X Link 2022-07-29T16:21Z [----] followers, [--] engagements

"@VPrasadMDMPH @hamill_law Pfizer is happy to take the money even if the products are garbage. And it even outsourced sales & marketing to government tech and media"
X Link 2022-07-30T19:30Z [----] followers, [--] engagements

"$RIG tangible common book value per share is $15.66. The stock price is $3.59. The USA is an oil buyer at $72. Thats it thats the Tweet. @Ultradeep3 @contrarian8888 @NICKRADICAL4 @Edark94 @contrarian8888 @joshyoung @econ_713 @ericnuttall https://www.whitehouse.gov/briefing-room/statements-releases/2022/10/18/fact-sheet-president-biden-to-announce-new-actions-to-strengthen-u-s-energy-security-encourage-production-and-bring-down-costs/"
X Link 2022-10-22T14:21Z [----] followers, [---] engagements

"Transocean has $5B of High Yield bond index eligible debt. This equals [--] bps of the HY market and 3% of the HY energy index. However Transocean bonds account for 6% of HY energy spread. If you want HY energy-related credit exposure you need Transocean. Got $RIG @NICKRADICAL4 @bighorn_capital @Ultradeep3 @contrarian8888 @Edark94 @joshyoung @econ_713 @ericnuttall Transocean is still one of the few large high-yield energy credits trading at a substantial discount to par. The US government oil bid at $72 puts tremendous pressure on accounts to be marketweight if not overweight. Short answer I"
X Link 2022-10-24T15:49Z [----] followers, [--] engagements

"Peabody's presentation cites "organic" growth and imminent shareholder returns. Management is doing its part the rest is up to the market. What would you pay for over $2B of run-rate free cash flow The market says $3B. Every $1B change in value equals $7 on a $27 stock. $BTU"
X Link 2022-11-17T14:52Z [----] followers, [--] engagements

"$RIG color from a sell-side HY desk: Most accounts were cautiously optimistic on RIG at this point a dramatic improvement in sentiment versus [----] and acknowledge that its one of the last remaining structures offering significant yield in Energy. Sounds familiar👇 Transocean has $5B of High Yield bond index eligible debt. This equals [--] bps of the HY market and 3% of the HY energy index. However Transocean bonds account for 6% of HY energy spread. If you want HY energy-related credit exposure you need Transocean. Got $RIG Transocean has $5B of High Yield bond index eligible debt. This equals"
X Link 2023-01-17T15:10Z [----] followers, [----] engagements

"Peabody $BTU is trading like a natural gas stock and short interest is at the highs. Meanwhile Aussie met coal is rallying and represents half the business. A special dividend might help clarify things for the markets. @peabodyenergy"
X Link 2023-01-25T17:34Z [----] followers, 21.1K engagements

"$RIG book value in perspective: The Dhirubhai Deepwater KG2 is an ultra-deepwater drillship built in [----] for $685M. The book value is $430M assuming straight line on [--] yr useful life. It just entered a [---] year $392M contract and should have another [--] years of service. 🚀"
X Link 2023-02-01T16:26Z [----] followers, 19.1K engagements

"A critical domino just fell. Stanford dropped the vaccine mandate. Heartfelt thanks to @elonmusk for creating a platform where dissent is possible and leadership on this issue from @NCM4Ever. I am eternally grateful to the many brave people who spoke truth to power. 🙏"
X Link 2023-04-06T02:15Z [----] followers, [----] engagements

"@michaelpsenger Nine deaths in three years with "only COVID-19" on the death certificate out of [----] total recorded deaths. That is to say only C19 was 0.32% of total deaths in the hospital over the period. Zero deaths with only C19 on the death certificate for under [--] age cohort"
X Link 2023-05-22T15:43Z [----] followers, [----] engagements

"Transocean stock is trading at less than half of book; Mohn bought a ton more the last couple years; short interest is 20% of float; and the stock is breaking out on heavy volume. I can't take it. I just bought more. $RIG"
X Link 2023-06-30T16:40Z [----] followers, 18.4K engagements

"Piper: Offshore keeps getting better we believe ultra-deepwater leading edge rates can move from $500K to $650K - $800K $RIG sensitivity to every $100k change in dayrates: $936M/yr or $1.22 per share assuming [--] UDW rigs x $100k/day x [---] days x 95% utilization rate"
X Link 2023-07-02T23:16Z [----] followers, 34.1K engagements

"$RIG in perspective Its had a great run but you can barely even see that on the long term chart. Im assuming $4 downside risk. $15-20 base case and $40 upside risk"
X Link 2023-07-10T23:21Z [----] followers, 48.3K engagements

"Morning HY comment from Baird TRANSOCEAN $RIG: Bonds at the highs across the board. We have been long time fans. Congrats to those who weathered the troubled times along with us. cc: @joshyoung"
X Link 2023-07-25T12:47Z [----] followers, [----] engagements

"@CorneliaLake Every $100k change in average dayrates is worth an estimated $1.42 in EPS for Transocean Consensus EPS is $0.44 next year $RIG"
X Link 2023-07-28T16:04Z [----] followers, [----] engagements

"What is the replacement cost for Transocean's assets The company owns a fleet of 37mobile offshore drilling rigs. Book value of PP&E is $17B or $450M/rig. The stock price implies $10B or $270M/rig. Hint: Atlas and Titan both cost $1B+. $RIG"
X Link 2023-08-01T01:35Z [----] followers, 10.5K engagements

"Transocean has some volume to work through. Patience oh mighty grasshopper. Blue skies above $16. $RIG"
X Link 2023-08-01T18:11Z [----] followers, [----] engagements

"Transocean valuation in historical perspective. The enterprise value equals a 36% discount to asset value which is [---] standard deviations cheap to the mean premium of 4% since [----]. Reversion to the mean implies roughly $18 per share. $RIG"
X Link 2023-08-31T22:52Z [----] followers, 98.2K engagements

"$RIG Aquila Transocean is financing the transaction with 11.9M shares (previously disclosed) and now $300M [--] year senior secured bond at high 8s price talk. All-in cost of $400m is half of historical all-in build cost per company. It is also worth $0.40/share. Now we know"
X Link 2023-09-26T14:42Z [----] followers, [----] engagements

"BTIG offshore oil services outlook Despite the Recent Weakness in Oil the Oil Price Backdrop Points to Another Year of Increased Offshore Activity. Top pick: $RIG we like a good deleveraging story $5 price target. Just kidding BTIG thinks Santas coming $12 target"
X Link 2023-12-08T14:36Z [----] followers, 13.4K engagements

"Stanford throwing shade This is rich coming from the place that brought you anonymous student bias reports the Virality Project prepared remarks for Judge Duncan from a dean the president's resignation over concerns about research "integrity" student suicide crisis etc. In the context of the national discourse Stanford unequivocally condemns calls for the genocide of Jews or any peoples. That statement would clearly violate Stanfords Fundamental Standard the code of conduct for all students at the university. In the context of the national discourse Stanford unequivocally condemns calls for"
X Link 2023-12-08T17:54Z [----] followers, 24.6K engagements

"Transocean is valued at a roughly 44% discount to the book value of assets. The industry cycles are long and it has turned. $RIG Transocean valuation in historical perspective. The enterprise value equals a 36% discount to asset value which is [---] standard deviations cheap to the mean premium of 4% since [----]. Reversion to the mean implies roughly $18 per share. $RIG https://t.co/AHenl5uj7q Transocean valuation in historical perspective. The enterprise value equals a 36% discount to asset value which is [---] standard deviations cheap to the mean premium of 4% since [----]. Reversion to the mean"
X Link 2024-01-19T20:44Z [----] followers, 10.9K engagements

"Transocean book value per share is approximately $11.44 per share pro forma for converts. $RIG"
X Link 2024-02-17T17:00Z [----] followers, 12.6K engagements

"Precisely this👇 Listen to the call decide for yourself. $RIG @SheDrills It is hard to listen to the $RIG call and not come away thinking they are on the verge of some long term high rate contracts. @SheDrills It is hard to listen to the $RIG call and not come away thinking they are on the verge of some long term high rate contracts"
X Link 2024-02-20T20:12Z [----] followers, [----] engagements

"White space they said. Insolvent. $RIG Damn $5m insider buy at $RIG offshore getting spicy @CorneliaLake / @hkuppy https://t.co/DECTRZG77m Damn $5m insider buy at $RIG offshore getting spicy @CorneliaLake / @hkuppy https://t.co/DECTRZG77m"
X Link 2024-02-29T21:57Z [----] followers, 11.8K engagements

"Dr Kulvinder Kaur focused on first principles: first do no harm; risk-benefit informed consent freedom of speech For this she was vilified and now faces large legal bills. Please listen to her story and consider supporting her. She is the light. 🙏 Urgent. Please donate what you can: https://t.co/b0cc5pZIBk The power of crowdfunding is that each donation is impactful: if half of my followers donated $2 each (forgoing cost of a coffee) well be near the goal of $300K. I only have [--] days left to reach the fundraising goal. https://t.co/NAvf6vZWcm Urgent. Please donate what you can:"
X Link 2024-03-22T02:46Z [----] followers, 17.3K engagements

"This Note the date. She repeated it often it was her mantra. She is the best of humanity. Please help. First do no harm. Facts over fear. Resources over restrictions. Informed consent over mandates. Freedoms over tyranny. Humanity above all. First do no harm. Facts over fear. Resources over restrictions. Informed consent over mandates. Freedoms over tyranny. Humanity above all"
X Link 2024-03-22T03:35Z [----] followers, 16.7K engagements

"Transocean is financing 15% of the enterprise value on an unsecured basis in a day. Thats no joke. $RIG $RIG $HYG RIG's Unsecured offering Upsized to $1.8B from $1.5B. 5yr at 8.25% and 7yr at 8.5% ($900mm each). Unsecured market now open to RIG after relying on secured in [----]. New $1.8B said to pay down [----] and [----] maturities. Likely leaves $700mm of addt'l cash. Flexibility. $RIG $HYG RIG's Unsecured offering Upsized to $1.8B from $1.5B. 5yr at 8.25% and 7yr at 8.5% ($900mm each). Unsecured market now open to RIG after relying on secured in [----]. New $1.8B said to pay down [----] and 2027"
X Link 2024-04-11T21:51Z [----] followers, [----] engagements

"Barclays on $RIG Fleet Status Report: "light" "We. believe 6-8 multi-year contracts (industrywide) will be awarded/announced by mid-year which should assuage concerns that the relative contracting lull seen across the group since September is anything more than temporary.""
X Link 2024-04-18T15:51Z [----] followers, [----] engagements

"Transocean call nugget: ".in India there was a local fisherman strike outside of the harbor and we were blocked from getting any logistics to the rig for a couple of weeks." This is a long cycle industry fundamentals have turned and it's cheap. The rest is noise. $RIG"
X Link 2024-04-30T15:58Z [----] followers, [----] engagements

"$RIG note: Transocean cleaned up the whole front end of its capital structure with the $1.8B PGN new issues two weeks ago. Now these 8% '27 are the next meaningful maturity. The company has over $700MM in cash and over $1B in liquidity and is generating positive FCF in 2024"
X Link 2024-05-01T13:41Z [----] followers, [----] engagements

"Transocean estimated pro forma book value per share $11.70. The stock price is $5.11. Brent is $83. That's it that's the Tweet. $RIG"
X Link 2024-05-01T16:55Z [----] followers, 14.9K engagements

"Secured highest dayrate in the current cycle with a clean dayrate of $545000." $SDRL $RIG $SDRL FSR https://t.co/39wElzfqbl "Secured highest dayrate in the current cycle with a clean dayrate of $545000" (West Capella [--] well) Q1 Results Earnings beat Tiny Rev miss "Repurchased 9.9mm shares 12.4% of issued share count since September 2023" https://t.co/TWnBsFnlo0 $SDRL FSR https://t.co/39wElzfqbl "Secured highest dayrate in the current cycle with a clean dayrate of $545000" (West Capella [--] well) Q1 Results Earnings beat Tiny Rev miss "Repurchased 9.9mm shares 12.4% of issued share count since"
X Link 2024-05-14T22:36Z [----] followers, [----] engagements

"As elected representatives of the Stanford faculty we strongly condemn his behavior the resolution states. Source: Faculty Senate condemns COVID-19 actions of Hoovers Scott Atlas Stanford Report 11/20/20"
X Link 2024-05-15T01:58Z [----] followers, 11.7K engagements

"Transocean's enterprise value is lower than it was in [----]. Estimated average contract dayrates are 16% higher. Mohn just bought 2M more shares at $6.01. That's it that's the Tweet. $RIG @ICBarrett @lundeen_ne Thanks for tagging me. Agree good & provocative thread. Looks like the model assumes no additional rigs and implies nearly $1 of free cash flow per share in [----] and 37% FCF/sh CAGR from 2026-30. What is that worth @ICBarrett @lundeen_ne Thanks for tagging me. Agree good & provocative thread. Looks like the model assumes no additional rigs and implies nearly $1 of free cash flow per"
X Link 2024-05-28T16:04Z [----] followers, [----] engagements

"Oil has $103 downside to my target of -$37 #EFT #OOTT"
X Link 2024-09-10T16:12Z [----] followers, [----] engagements

"@ItsMyst88 Thanks very much great info. Looks like Franco Nevada paid a similar amount"
X Link 2025-10-27T21:44Z [----] followers, [---] engagements

"GSE junior preferred stock $FNMAS $FMCKJ (5/n)"
X Link 2025-09-30T17:39Z [----] followers, [---] engagements

"Copper supply hits just keep coming $IVN.to $NGEX.to $MARI.to $FDY.to This is a YUGE downgrade in QB2. first pick [----] new vs old. second is new 5yr guide and third is prior 5yr guide $TECK https://t.co/ffwyqgVQTr This is a YUGE downgrade in QB2. first pick [----] new vs old. second is new 5yr guide and third is prior 5yr guide $TECK https://t.co/ffwyqgVQTr"
X Link 2025-10-08T16:45Z [----] followers, [---] engagements

"Platinum 🚀 Stillwater $PGE.v Sibanye $SBSW Ivanhoe $IVN.to Platinum May Be on $2000 Track Bloomberg https://t.co/7yZMNEZpgp Platinum May Be on $2000 Track Bloomberg https://t.co/7yZMNEZpgp"
X Link 2025-10-12T13:47Z [----] followers, [----] engagements

"Dr Copper👇 Not bearish. $IVN.to $NGEX.to $MARI.to $FDY.to $KCP.v #COPPER very close to a monthly scale breakout signal. #METALS https://t.co/qnrnU7oNSh #COPPER very close to a monthly scale breakout signal. #METALS https://t.co/qnrnU7oNSh"
X Link 2025-10-25T12:41Z [----] followers, [----] engagements

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