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@ICBarrett Avatar @ICBarrett Yeoman of Ivy Grottage

Yeoman of Ivy Grottage posts on X about $val, $rig, $ne, $sdrl the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Followers: XXXXX #

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Social Influence

Social category influence cryptocurrencies #4224 countries XXXXX% finance XXX% stocks XXX% celebrities XXXX%

Social topic influence $val #4, $rig #2, $ne #418, $sdrl #6, $oih #2, $gmxto #1, $glbxf #1, gmx 8.7%, norway #226, rig #73

Top accounts mentioned or mentioned by @100xcompounding @natgasturk @ragingbullcap @ultradeep3 @fjordphil @bullreturns @johnrei39666313 @blackjack155361 @arminhartl @tonyp614284 @jsmith8286 @kimsin6 @omgwen3rds8 @fullrupture @energyrealist25 @aagresearch @elonmusk @atsohom1

Top assets mentioned Validity (VAL) Transocean LTD. (RIG) Noble Corporation (NE) Seadrill Limited (SDRL) GMX (GMX) Borr Drilling Limited (BORR)

Top Social Posts

Top posts by engagements in the last XX hours

"$GMX.TO $GLBXF Dylan woke up and chose violence 👊🤣🤣 Jack & Dave Christie: we all think this (or similar). And we are NOT impressed with you gee-ing us all up over Ironwood & then apparently quietly shelving it. Total own goal / huge loss of credibility. You keep complaining your stock is far too cheap - but you will do anything other than back this up by buying back meaningful amounts. You go on and on about the evils of dilution - why can you not understand that shrinking the share count (at well below intrinsic value) is the exact positive equivalent (Please pass the message back to"
X Link 2025-12-03T13:08Z 1722 followers, XXX engagements

"$GMX.TO $GLBXF Savage If Jack / $GMX management want to prove Dylan wrong - can be done v easily by backing up words: "woe is us our stock is so cheap no one understands us" with actions: "we have loads of cash our stock is grossly undervalued so we'll say thanks to Mr Market and take the opp to retire a ton of stock on the cheap." (P.S. I still suspect the gold / PMs / general commods bull market will provide enough of a tailwind for $GMX to 'work'. Jack is damned frustrating though.)"
X Link 2025-12-03T13:44Z 1721 followers, XXX engagements

"@FullRupture Where can I get a date with her"
X Link 2025-12-09T18:34Z 1722 followers, XX engagements

"Interesting $RIG manages to get an improved rate for Skyros by being smart about moving rig (just like they did to tighten Norway HE) - but does it in a way good chance can stay in new location for years. $VAL on the other hand. 💀☠ Could we realistically expect better from same management team boasted they wouldn't take up their yard options for DS-13 & DS-14 for $119m and $218m (until they got roasted so badly they pivoted & memory holed previous decision) I think huge majority of people have no idea how different (MUCH worse) offshore drilling day rates & contract terms would be without"
X Link 2025-12-12T09:32Z 1722 followers, 4014 engagements

"@EnergyRealist25 @Ultradeep3 Yes. If $NE doesn't do anything useful with the proceeds I think they'll have transferred value to $BORR. Fingers crossed (I own both - and $SDRL 🤞)"
X Link 2025-12-11T20:48Z 1722 followers, XXX engagements

"Yes I beat up on $VAL because I do think their long term broad strategic thinking is seriously subpar - but not clear I would do anything different with that rig in that situation. But $RIG's rig moves aren't just about getting better DR / contract terms net of costs for that rig on that contract - they are also about protecting contract terms for remaining rigs in a given area (e.g. Norway HE) / improving overall fleet negotiating position"
X Link 2025-12-12T10:50Z 1722 followers, XXX engagements

"@JohnRei39666313 I suspect @NatgasTurk prob right. $VAL different priorities to $RIG - though also much poorer long term strategic thinking (e.g. $VAL wouldn't even have those warm stacked newbuilds to put to work if Anton hadn't been forced to change course)"
X Link 2025-12-12T11:31Z 1722 followers, XXX engagements

"Wow Are they telling us Bloomberg / mainstream media have an agenda & cannot be trusted - AGAIN $OIH $RIG $VAL $NE $SDRL"
X Link 2025-11-27T09:49Z 1721 followers, 9774 engagements

"$OIH $RIG $VAL $NE $SDRL $ODL.OL This is a good question from Ed. TL/DR: I think the upgrade cycle will merely delay / put the newbuild cycle off for a while. It might even mean the next newbuild cycle is for 9Gs But it also gives the lie to people talking about the replacement cost of 7Gs being relevant: dual BOPs 20k BOPs higher hookloads + various other behind the scenes tech improvements becoming standard requirements mean the costs of newbuilds will escalate even on top of inflation. There is NO WAY a newbuild order will be for an older spec floater. Why would you pay say $800m+ for a"
X Link 2025-12-07T20:58Z 1721 followers, 4082 engagements

"@AAGresearch @elonmusk This suggests the other side may not agree to terms / actually pay out"
X Link 2025-12-10T10:52Z 1721 followers, XXX engagements

"$OIH $RIG $VAL $NE $SDRL We still remember you gave no warning of $BORR's troubles with SA and Pemex - that led to a larger drawdown and more dilution than ANY of the major offshore (floating) drillers. We all make mistakes - but perhaps a little humility might be in order. (I wouldn't normally be so aggressive - but newbies might not be aware of your track record.)"
X Link 2025-11-26T12:12Z 1722 followers, 7559 engagements

"Thoughts & prayers for the offshore bears / Bloomberg takes (another) hit to credibility $OIH $RIG $VAL $NE $SDRL"
X Link 2025-11-27T11:15Z 1722 followers, 1943 engagements

"Highly recommended banger of an article❗ (Even just free part.) TL/DR previous 'strange' periods of oil equity outperformance were indications the oil price was about to rise substantially - NOT the oil equities to fall. "the lack of weakness in oil equities is also a sign that oil could be artificially depressed." 💯: "Everything is relative at the end of the day.""
X Link 2025-12-12T09:44Z 1722 followers, 2205 engagements

"I don't disagree - esp with $RIG diluting at $X when stock traded $X couple years before. Though $VAL no better from their equivalent position: stopping BBs at April lows (buying high & stopping buying low). However another way of looking at this is that $VAL have been entirely self serving since covid in a way that would cause whole industry to go down toilet if everyone behaved same. And only even possible by wiping clean balance sheet (e.g. they couldn't even have done the post covid reactivations into poor contracts otherwise). $VAL are like the anti-$RIG: $VAL actions have damaged the"
X Link 2025-12-12T11:49Z 1722 followers, XXX engagements