@TheDriller11 Avatar @TheDriller11 @TheDriller

@TheDriller posts on X about $borr, $aramco, $ades, $val 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 stocks 95.1% cryptocurrencies 34.31% finance 8.82% countries 6.86% currencies 1.96% travel destinations 0.98%

Social topic influence $borr #5, $aramco #1, $ades #1, $val #17, $ne #762, $rig #65, $2382sr #17, market 6.86%, $sdrl #14, $shlf 5.88%

Top accounts mentioned or mentioned by @potus @ericnuttall @0xmoath @joshyoung @unironicoilbull @hfiresearch @cfkc1894

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

Top Social Posts

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

"So let me get this straight $BORR [--]. $ARAMCO ramping up JUs in a fully utilized market [--]. no glut oil demand all time high shale unable to respond [--]. extreme geopolitical risk [--]. OPEC spare capacity assessment coming to market (to show there is none otherwise why do it)"
X Link 2026-01-13T15:45Z [----] followers, [----] engagements

"Jackups will explode in [----] Key word: "fast track" Everyone trying to jump ahead of $ARAMCO this time around Some will be left with no units $ADES $BORR $VAL"
X Link 2026-01-22T08:15Z [----] followers, [----] engagements

"When the oldest and less qualified fleet in the industry talks about 'retirements' and 'supply crunch' you know what's up Squeeze $ADES $VAL $BORR https://drillingcontractor.org/aging-jackup-fleet-dim-potential-for-newbuilds-set-scene-for-supply-scarcity-in-coming-years-76565 https://drillingcontractor.org/aging-jackup-fleet-dim-potential-for-newbuilds-set-scene-for-supply-scarcity-in-coming-years-76565"
X Link 2026-01-23T08:34Z [----] followers, [----] engagements

"$BORR $VAL $RIG $NE $SDRL Its coming"
X Link 2023-08-07T11:43Z [----] followers, [----] engagements

"Jackup demand is popping from.everywhere $BORR $NE $VAL $SHLF Middle East Jackup supply cornered What will you do $ADES $ADC $ADNOC $ARAMCO"
X Link 2024-07-23T06:33Z [----] followers, [----] engagements

"Anyone feeling robust $BORR $VAL $ADES Sold out"
X Link 2025-12-12T09:18Z [----] followers, [----] engagements

"@0xMoath Thats #3 Demand growing and fleet shrinking isnt sustainable Much higher rates will happen its a matter of time That time is however shrinking given consolidation of supply and retirements $ADES $BORR $VAL"
X Link 2025-12-23T09:10Z [----] followers, [---] engagements

"@JoshYoung $BORR"
X Link 2025-12-23T11:51Z [----] followers, [---] engagements

"Seems like a huge call on OPEC and offshore from here Game over Shale $RIG $NE $VAL $SDRL $BORR $ADES"
X Link 2026-01-14T07:16Z [----] followers, [----] engagements

"Slowly slowly. Then all at once Everyone trying to front run $ARAMCO who is coming huge to clear out whatever is left Jackups is the only game in town [----] inflection incoming $VAL $ADES $BORR"
X Link 2026-01-23T07:40Z [----] followers, [----] engagements

"With $RIG CEO Thingpen being humbled and pivoting [---] degrees on Jackups who needs a better advocate $BORR Jackups are looking SO good that $RIG may need to change their website to Even the biggest Floater boy knows this is SOLD OUT Enjoy the ride. http://www.anywater.com http://www.anywater.com"
X Link 2026-02-10T07:37Z [----] followers, [---] engagements

"$RIG to acquire $VAL Highly disciplined owner to further tighten up the Jackup market of $ADES $BORR Moving fast"
X Link 2026-02-09T14:27Z [----] followers, [----] engagements

"Who would have said $RIG Thigpen/Keelan turned into the best Jackup advocates for $BORR after hard pivot and humbling They know Jackups are just SOLD OUT ps: look at $RIG website and tell me how hard was for them to say this Ignore at your own peril http://deepwater.com http://deepwater.com"
X Link 2026-02-10T08:34Z [----] followers, [----] engagements

"From white space to work space $VAL $BORR $ADES [---] rig years starting at 93pct utilization and with fleet contraction = unprecedented ⛏⛏⛏⛏"
X Link 2026-02-02T07:53Z [----] followers, [----] engagements

"Esgian: $ARAMCO extends due date for jackup tender. Bid submission date extended Read: middle managers of Aramco are getting squeezed as were caught short in a screaming Jackup market Last chance they will get to secure supply. Dejavu [----] SOLD OUT $ADES $VAL $BORR"
X Link 2026-02-09T19:14Z [----] followers, [----] engagements

"$RIG $ARAMCO $VAL $ADES $BORR Demand up supply down Tenders all time high in an already 90pct utilisation market Jackups are fully inelastic and linked to production. Difficult to delay as ROIC very high The squeeze is going to stun people"
X Link 2026-02-11T07:11Z [----] followers, [----] engagements

"Get ready for [----] $BORR [--]. $ARAMCO desperate market sold out [--]. Consolidation effect $VAL $ADES accelerating scrapping [--]. Fake glut and shale collapse leading to all time high call on OPEC [--]. Demand for modern capacity sky rocketing and only one provider of choice"
X Link 2025-12-29T20:48Z [----] followers, [----] engagements

"If @POTUS could increase supply via its own Shale that would have happened Real news is that Shale is over Movements are getting more aggressive to hide from the real news that the call on OPEC is dramatically higher Need Jackups $ADES $VAL $BORR https://oilprice.com/Energy/Crude-Oil/The-Permian-Is-Drowning-in-Its-Own-Wastewater.html https://oilprice.com/Energy/Crude-Oil/The-Permian-Is-Drowning-in-Its-Own-Wastewater.html"
X Link 2026-01-03T18:18Z [----] followers, [----] engagements

"So let me get this straight @POTUS The US needs offshore drilling in order to stay energy independent Let that sink in Shale is gone. So is the Venezuela scam Hard truth: next years only shallow water can ramp $ADES $VAL $BORR $RIG $NE $SDRL https://www.sfgate.com/centralcoast/article/trump-coastal-california-drill-21305736.php https://www.sfgate.com/centralcoast/article/trump-coastal-california-drill-21305736.php"
X Link 2026-01-24T09:48Z [----] followers, [----] engagements

"$ARAMCO slowly slowly. all at once Got Jackups $ADES $VAL $BORR SOLD OUT ⛏⛏⛏⛏⛏"
X Link 2026-01-27T18:11Z [----] followers, [----] engagements

"Glut they said $RIG $NE $SDRL $VAL $BORR Get ready for max squeeze 🤫🤫🤫🤫"
X Link 2026-01-27T18:35Z [----] followers, [----] engagements

"" $ARAMCO tender is replacement": [--]. In 22' when the largest tender in the history of JUs first came out was also labelled as 'replacement' to drive rate [--]. Pre tender also had a low rig number to check market but then turned open ended like this one Feel me $ADES $VAL $BORR"
X Link 2026-01-27T19:27Z [----] followers, [----] engagements

""Strongest tender pipeline in years" $ADES $VAL $BORR $ARAMCO knows all too well that: [--]. They are short Jackups and cant keep production flat as it is [--]. If they wait there is nothing left [--]. They are not as well regarded counterparty as before after their flip flops Run"
X Link 2026-01-28T10:30Z [----] followers, [----] engagements

"So now we see existing clients afraid of losing Jackups to $ARAMCO having to rush to pay up and guarantee supply SOLD OUT Slowly. slowly. all at once $ADES $VAL $BORR"
X Link 2026-01-28T19:12Z [----] followers, [----] engagements

"Where are the Jackups $ADES $VAL $BORR Demand popping up from everywhere but. SOLD OUT"
X Link 2026-01-29T07:58Z [----] followers, [----] engagements

"What do you think they need $ADES $BORR $VAL Shallow water only option to ramp production: demand coming from everywhere BREAKING: Kuwait says it will invite foreign energy companies to help it develop three offshore oil and gas fields (Jazah Jlaiaa and Nokhatha)"
X Link 2026-02-03T10:09Z [----] followers, [----] engagements

"What do you think $PEMEX need $BORR SOLD OUT At an update yesterday Pemex said it will raise investment by 34% to MXN 427bn (USD 25bn). The company pointed to key upstream projects Trin Sama and Mallob aimed at lifting oil production to [---] mmboed from 1.6mmboed today"
X Link 2026-02-05T15:21Z [----] followers, [----] engagements

"RT @ericnuttall: We are in the worst part of "the most anticipated oil supply glut in history" with the IEA forecasting Q1 builds of 4.25"
X Link 2026-02-10T02:21Z [----] followers, [--] engagements

"$BORR $VAL Got Jackups Petrodata: $ARAMCO four jackup tenders for multiple rigs is understood to be all against incremental demand. Contract duration is for firm 3-5 years. Three tenders for oil rigs with different capacity requirements and one tender for gas rigs SOLD OUT"
X Link 2026-02-10T19:37Z [----] followers, [----] engagements

"RT @ericnuttall: [----] is the year when all of the pieces of the "multi-year oil bull market" puzzle finally come together: 🛢the twilight o"
X Link 2026-02-12T16:28Z [----] followers, [--] engagements

"$ADES tell me more $BORR"
X Link 2024-11-04T14:34Z [----] followers, [----] engagements

"$ADES $BORR "tendering activity has doubled since the $ARAMCO suspensions were first announced. ADES also view the current sentiment as transitory with utilization of the JU fleet hovering around the 90% mark" Modern JUs remain hot and demand is growing"
X Link 2024-11-05T08:11Z [----] followers, [----] engagements

"That cant be can it $BORR ⛏⛏⛏⛏ SAUDI ARAMCO: GLOBAL OIL DEMAND HIT A RECORD HIGH IN Q3"
X Link 2024-11-05T13:06Z [----] followers, [----] engagements

"Tell me more $BORR $ARAMCO $ADES"
X Link 2024-11-06T08:00Z [----] followers, [----] engagements

"$BORR putting money where their mouth is Market ignoring insane valuation We buy you out Ps: fcf going up by $200m in [----] as no newbuild additions and materially higher backlog"
X Link 2024-11-07T05:58Z [----] followers, [----] engagements

"$BORR put a line in the sand Get ready for buybacks"
X Link 2024-11-07T06:08Z [----] followers, [----] engagements

"$BORR buy signal Are you betting against"
X Link 2024-11-11T06:07Z [----] followers, [----] engagements

"Short-term vs. Long-term Narratives vs. Facts $BORR Jackup market is tight under any historical standards https://www.offshore-energy.biz/transocean-noble-valaris-borr-and-odfjell-drilling-fleets-23-billion-backlog-spotlights-state-of-play-in-booming-rig-market/ https://www.offshore-energy.biz/transocean-noble-valaris-borr-and-odfjell-drilling-fleets-23-billion-backlog-spotlights-state-of-play-in-booming-rig-market/"
X Link 2024-11-13T09:10Z [----] followers, [----] engagements

"$BORR final flush has come from $ARAMCO struggling with cash flow issues Expect backlog to build at much higher rates than the $115k/day Arabia II was at Market likely above $150-175k/day for BORR premium units As chairman indicated. Buy signal"
X Link 2024-11-19T22:26Z [----] followers, [----] engagements

"@UnironicOilBull $ARAMCO running out of money has nothing to do with Jackup economics They are now back to the levels before their massive rig hire post pandemic so all rigs produce FCF from here The rigs they suspended were to grow production/build spare capacity https://www.theguardian.com/commentisfree/2024/apr/20/saudi-crowm-prince-vanity-project-line-cut-short-rowan-moore https://www.theguardian.com/commentisfree/2024/apr/20/saudi-crowm-prince-vanity-project-line-cut-short-rowan-moore"
X Link 2024-11-20T11:05Z [----] followers, [---] engagements

"This will get funny fast Datapoint [--] from $NE: Noble Jackup rolling at mid-cycle rates as expected The Noble Innovator (CJ70 jackup from 2003) was extended with BP for [---] days at USD 155kpd pushing its contract to Nov/26 At these rates $BORR FCF yield 30% 😱😱😱"
X Link 2024-12-06T08:23Z [----] followers, [----] engagements

"$BORR extending backlog into 2025/2026 at U$ 180k/day clean dayrates (net new highs) BUT BUT BUT my clueless sell side and those bad algos told me the market was going to collapse You my friends have been fooled"
X Link 2024-12-09T21:31Z [----] followers, [----] engagements

"Narrative: $ARAMCO released rigs flooding the market at low rates Fact 1: [--] units fill short-term gaps in locations nearby but expect $ARAMCO to call back JUs in 25' Fact 2: in any case H1 25' tenders ST overhang Fact 3: Elsewhere sold out $BORR contracts hit new highs"
X Link 2024-12-10T10:10Z [----] followers, [----] engagements

"$BORR Demand growth sucks up any short term overhang over the next few months Retirements would put this is overdrive"
X Link 2024-12-13T08:15Z [----] followers, [----] engagements

"$SHLF retiring rig [--]. [--] to go $BORR Jackup fleet dropping fast"
X Link 2024-12-18T16:51Z [----] followers, [----] engagements

"$BORR $ARAMCO going to need all them Jackups aren't they"
X Link 2025-01-08T09:27Z [----] followers, [----] engagements

"$BORR $ARAMCO its happening isnt it BUT BUT BUT my sell side says there is still [--] rig causing "overhang" in a [---] strong 90% utilized market"
X Link 2025-01-13T07:27Z [----] followers, [----] engagements

"$BORR Game on"
X Link 2025-01-16T08:23Z [----] followers, [----] engagements

"$BORR riddle me this: How does Trump refill SPR and go after Russia/Iran without roofing oil prices Seems like Saudi $ARAMCO will bring them jackups back isnt it"
X Link 2025-01-20T19:01Z [----] followers, [----] engagements

"$BORR $ARAMCO going to bring all them Jackup babies back arent they"
X Link 2025-01-23T08:17Z [----] followers, [----] engagements

"Trump and shale are dry Drill baby drill. in Saudi $BORR $ARAMCO"
X Link 2025-01-23T19:58Z [----] followers, [----] engagements

"And. Pemex de-risked $BORR"
X Link 2025-01-24T07:40Z [----] followers, [----] engagements

"$BORR $ARAMCO going to need all these Jackups arent they "Trumps transition team told people that he intended to go to Saudi Arabia to secure assurances they would step in to fill the gap if he ramps up pressure on Iran" https://www.wsj.com/business/energy-oil/trump-oil-drilling-saudi-arabia-71c095ffmod=latest_headlines https://www.wsj.com/business/energy-oil/trump-oil-drilling-saudi-arabia-71c095ffmod=latest_headlines"
X Link 2025-02-04T10:42Z [----] followers, [----] engagements

"$ARAMCO $BORR going to need all them Jackups arent they Reuters: The US Secretary of State will modify or rescind existing sanctions waivers and cooperate with Treasury to implement a campaign "aimed at driving Iran's oil exports to zero." - US Official"
X Link 2025-02-04T15:53Z [----] followers, [----] engagements

"$BORR $ARAMCO"
X Link 2025-02-05T09:52Z [----] followers, [----] engagements

"$BORR Jackup market fundamentals looking solid Backlog additions growing despite $ARAMCO being totally out of the market Squeeze all but guaranteed as NOCs realize that if they dont act now they run the [----] risk of getting no supply"
X Link 2025-02-20T13:50Z [----] followers, [----] engagements

"$BORR call highlights (so far): [--]. Market has bottomed [--]. Leading edge rates creeping higher from an already good level [--]. Low quality work-chasers like $ADES are sold out [--]. Utilization 90pct and market getting tighter [--]. Mexico back to work Q2 [--]. Saudi signs of life"
X Link 2025-02-20T14:28Z [----] followers, [----] engagements

"$BORR investment thesis intact [--]. high utilization market [--]. growing demand [--]. shrinking supply [--]. Borr best in class The rest is short-term noise"
X Link 2025-02-21T08:12Z [----] followers, [----] engagements

"$BORR $ARAMCO Capex +++ Jackups +++ Facts Narratives"
X Link 2025-03-04T08:05Z [----] followers, [----] engagements

"$BORR Get ready"
X Link 2025-03-19T08:13Z [----] followers, [----] engagements

"$PEMEX privatizing fields will roof demand Carlos Slim needs Jackups Do you $BORR https://www.offshore-technology.com/news/pemex-in-talks-with-slim-for-oil-and-gas-projects/ https://www.offshore-technology.com/news/pemex-in-talks-with-slim-for-oil-and-gas-projects/"
X Link 2025-03-19T12:50Z [----] followers, [----] engagements

"Repeat with me $BORR Without Jackups production collapses and clients go bust"
X Link 2025-04-04T06:51Z [----] followers, [----] engagements

"Repeat with me $BORR Jackups are non-discretionary and market is 90pct utilized with no supply coming in Under huge macro turmoil $BORR is filling backlog gaps at $155k/day [----] will be a record year and so will [----] Cash machine. What else"
X Link 2025-04-08T07:53Z [----] followers, [----] engagements

"Trump is going after China and Iran (explaining OPEC actions) Expect demand for Jackups to roof You have been warned. $BORR"
X Link 2025-04-09T18:18Z [----] followers, [----] engagements

"$BORR setup: [--]. 25' ebitda at historical highs [--]. Jackups 90pct utilisation despite $ARAMCO and $PEMEX cash issues [--]. Oil Inventories at historical lows [--]. Shale in decline [--]. Core shallow water producers going for the kill 🔥Shallow water wins🔥 https://www.bloomberg.com/news/articles/2025-05-05/shale-driller-diamondback-trims-output-says-us-oil-has-peaked https://www.bloomberg.com/news/articles/2025-05-05/shale-driller-diamondback-trims-output-says-us-oil-has-peaked"
X Link 2025-05-06T09:23Z [----] followers, [----] engagements

"$ARAMCO $SHLF $ADES $VAL $BORR $NE Run"
X Link 2025-08-11T09:02Z [----] followers, 20.4K engagements

"$ARAMCO will need all them Jackups arent they $VAL $NE $SHLF $ADES $BORR Saudi Arabia Wants OPEC+ to Speed Up Next Oil Production Boost Shallow water boom = oil growing market for lowest cost barrel globally"
X Link 2025-09-05T13:31Z [----] followers, [----] engagements

"$ADES sees $ARAMCO coming $SHLF $NE $VAL $BORR Momentum shift"
X Link 2025-09-16T07:26Z [----] followers, [----] engagements

"$ARAMCO going to need all them Jackups arent they MSC [--] back post Trump meeting $VAL $ADES $ADNOC $BORR $NE $SHLF"
X Link 2025-10-23T09:53Z [----] followers, [----] engagements

"$ARAMCO $VAL $NE $BORR $ADES $RIG Are you ready"
X Link 2025-10-23T13:39Z [----] followers, [----] engagements

"There you have it After a once-in-a-generation geopolitical fluke from $ARAMCO pausing its production plan Jackups are back to growth Jackups have always been fundamentally tight with no new supply and a decaying existing fleet Will there be any left $ADNOCDRI $BORR"
X Link 2025-10-29T07:34Z [----] followers, [----] engagements

"$ARAMCO coming for all Jackups Write it down $ADES $ADNOCDRI $BORR"
X Link 2025-10-30T06:41Z [----] followers, [----] engagements

"Jackup squeeze: $ARAMCO realizes it is short rigs. .and there is nothing left $ADES $ADNOCDRI $BORR $NE $VAL $SDRL $RIG"
X Link 2025-12-03T07:54Z [----] followers, [----] engagements

"$ARAMCO is short Jackups but so is the rest of the market SOLD OUT $VAL $NE $BORR $ADES Hard squeeze coming"
X Link 2025-12-05T07:58Z [----] followers, [----] engagements

"People need to get that the "fluke" was the $ARAMCO production pivot after Biden SPR release ahead of US elections Saudi was always short Jackups structurally $ADES $BORR $VAL $NE Facts Narrative: Saudi Onshore production DECLINES No jackups = Saudi production collapses"
X Link 2025-12-05T08:41Z [----] followers, [----] engagements

"$ARAMCO going for all premium units Short. Squeeze. All of them $BORR $VAL $NE"
X Link 2025-12-08T14:06Z [----] followers, [----] engagements

"Jackups [----] [--]. $ARAMCO $PEMEX short rigs [--]. Market already 92pct utilisation [--]. Declining global fleet with retirements [--]. Strong consolidation from [--] to [--] $ADES $VAL $BORR Nowhere to hide"
X Link 2025-12-22T08:58Z [----] followers, 15.1K engagements

"Facts Narratives [--]. @POTUS needs oil supply because he cant rely on shale [--]. $ARAMCO is tendering because its production cannot grow and spare capacity is gone [--]. Geopolitical risk rising with Iran and Russia Demand growth will be met by shallow water $ADES $VAL $BORR"
X Link 2026-01-05T09:54Z [----] followers, [----] engagements

"Dude where is the oil Massive brownfield shallow water call incoming as oil rips through the $70s $RIG $NE $SDRL $VAL $BORR $ADES"
X Link 2026-01-22T08:08Z [----] followers, [----] engagements

"$BORR leading management leading dayrates leading assets and now leading board Jeff Currie is THE MOST relevant commodity banker in the past decades. His first gig post leaving Goldman $BORR drilling the single best energy asset globally"
X Link 2023-10-17T07:06Z [----] followers, [----] engagements

"$BORR show time Borr Drilling Limited Announces Launch Of Senior Secured Notes Offering; Subsidiary Borr Ihc And Certain Other Units Intend To Offer $1.5B Worth Of Senior Secured Notes Due [----] & 2030"
X Link 2023-10-23T16:57Z [----] followers, 19.1K engagements

"The only thing more bullish than strong contracts is when you see the same client giving back a $ 120k/day contract and signing a 5x longer $ 162k/day contract for Jackups Only happening in Jackups $BORR has a lot of them"
X Link 2024-01-10T08:46Z [----] followers, 26.1K engagements

"$BORR Jackup demand set to increase As discussed Saudi being humbled by sold-out market is unprecedented but the growth will continue regardless - no supply on Jackups = clients will kick and scream but will ultimately need to cave to get oil production up"
X Link 2024-01-30T16:42Z [----] followers, [----] engagements

"When will you learn. Get your abacus out whats the dayrate on that last contract of $BORR Repeat one last time: $90/bbl oil is an unstoppable demand train for shallow water Oh but but but but [--] rigs will be released maybe in the Gulf in 6-12 months 🔪🔪🔪🔪☠☠☠☠"
X Link 2024-04-09T05:28Z [----] followers, [----] engagements

"$BORR JUs arent 'only' premium. This is a SERVICE business - dayrates are 2x peers because: [--]. Best efficiency [--]. Best team [--]. Best ability to deal w complexity [--]. Best geo coverage [--]. Best asset quality Industry cowboys running sweatshops cant compete on price or quality"
X Link 2024-05-23T08:36Z [----] followers, [----] engagements

"$BORR Jackups are the fastest and most reliable long-term growth market in the energy space.🧵 [--]. OPEC supply has limited spare capacity outside UAE/Saudi and is struggling to raise production or reach its own quotas for years"
X Link 2024-06-27T08:47Z [----] followers, [----] engagements

"15. At current (recently signed) dayrates of $ 160-175k/day over the next [--] years $BORR will distribute multiple times its market capitalization in dividends Dividends have recently 2x to a sector leading 7% yield and will continue to increase as earnings keep building"
X Link 2024-06-27T09:13Z [----] followers, [----] engagements

"And. the US Gulf is back as previously 'debated' in this platform Get ready boys $BORR is lock and loaded I repeat: shallow water oil is the fastest and most reliable growing source of hydrocarbons Faster cleaner cheaper and. SOLD OUT"
X Link 2024-07-04T06:59Z [----] followers, [----] engagements

"1. SOLD OUT $BORR Modern Jackups [--]. clients have to pay to play Vietsovpetro's (VSP) Vietnam will look re-tender for a jackup to cover five wells (220 days). The initial tenders with work expected to start in Sept-24 was recently pulled apparently due to rig availability"
X Link 2024-07-29T07:51Z [----] followers, [----] engagements

"Bondholders are seeing the EBITDA generation of $BORR at $650m run rate $136 mm ebitda Q2 *4 + [--] + [--] + [--] - [--] = $ [---] mm $50m capex; [---] m interest; [--] m taxes Seems like these divvys are going to 🤯🤯🤯🤯🤯"
X Link 2024-08-09T20:45Z [----] followers, [----] engagements

"$BORR Deliver. And drop the mic. But but but. my sell side doesnt know how to run the numbers Dividends are about to 2x next [--] months again"
X Link 2024-08-14T21:37Z [----] followers, [----] engagements

"$BORR share price is a skippy ball due to Norwegian-only holders (5-10% share count) HAVING to sell stock post motion to de-list from Oslo Probably takes some weeks to clear out this technical overhang after which this explodes Do you wait"
X Link 2024-10-02T06:45Z [----] followers, [----] engagements

"Oh but but but my sell-side "analysts" told me oil demand is peaking 😱😱😱😱😱 there will be a lot of dead bodies on this road $BORR"
X Link 2024-10-10T06:15Z [----] followers, [----] engagements

"$BORR https://www.westwoodenergy.com/news/westwood-insight/westwood-insight-impending-shortage-of-jackups-within-ageing-asia-pacific-fleet https://www.westwoodenergy.com/news/westwood-insight/westwood-insight-impending-shortage-of-jackups-within-ageing-asia-pacific-fleet"
X Link 2024-10-25T08:13Z [----] followers, [----] engagements

"$BORR Pemex exposure de-risked AND management flagging more growth to come in the region"
X Link 2025-01-31T04:14Z [----] followers, [----] engagements

"$BORR Jackup market bottom already moved to $ 120k/day ($ADES desperate to buy market share) and overhang all but gone Get ready as the momentum crowd sees fast inflection in dayrates to reflect the 90% utilization market"
X Link 2025-02-10T08:29Z [----] followers, [----] engagements

"$BORR results: [--]. Comfortable liquidity/leverage [--]. Dividends maintained and buyback acceleration [--]. Record EBITDA [----] [--]. Record EBITDA [----] as per backlog [--]. Demand continues strong 90pct utilized market [--]. Dayrates picking up further in H2 2025/2026 ☠Ride or die☠"
X Link 2025-02-19T21:44Z [----] followers, 11.8K engagements

"$BORR short interest is very high into the double digits on relatively low free float As the call marks the momentum inflection short sellers seem worried. And they should be"
X Link 2025-02-21T17:20Z [----] followers, [----] engagements

"$BORR There wi be Lots of dead bodies on this road"
X Link 2025-12-18T15:24Z [----] followers, [----] engagements

"RT @ericnuttall: Global oil inventories have FALLEN by 14MM Bbls YTD. In contrast the IEA in what is "the most anticipated oil supply gl"
X Link 2026-02-04T13:32Z [----] followers, [--] engagements

"RT @HFI_Research: +4 million b/d they said"
X Link 2026-02-04T22:16Z [----] followers, [--] engagements

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