@TommyDeepwater Tommy Lee

Tommy Lee posts on X about lee, $rig, $val, strong the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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• [--] Month [-------] +56%
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• [--] Year [---------] -19%

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• [--] Week [--] -5.70%
• [--] Month [--] -13%
• [--] Months [---] +26%
• [--] Year [---] +46%

Followers: [------] #

• [--] Week [------] +0.80%
• [--] Month [------] +1.40%
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Social Influence

Social category influence countries 33.33% finance 30.7% stocks 21.93% cryptocurrencies #3757 travel destinations 2.63% currencies 1.75% financial services 0.88%

Social topic influence lee #1374, $rig #3, $val #1, strong 11.4%, norway 8.77%, namibia #354, $ne #487, debt 7.89%, $tte #9, $hyg 6.14%

Top accounts mentioned or mentioned by @natgasturk @vmaxpax @mannyag1528 @sfarringtonbkc @nightofthemo_on @mikeoilinvest @jsmith8286 @nstepmum @ultradeep3 @admagazzu @mike_oil_invest @andyjay16634390 @larshogfeldt @schwerepunkt @trendstailrisks @theresaperrin @adfragen @robhawcroft @birkelidrasmus @olarugsveen

Top assets mentioned Transocean LTD. (RIG) Validity (VAL) Noble Corporation (NE) TotalEnergies SE (TTE) Seadrill Limited (SDRL) PolkaBridge (PBR) Tidewater, Inc. (TDW) Exxon Mobil (XOM) Convex Finance (CVX) Borr Drilling Limited (BORR) BP p.l.c. (BP) Schlumberger NV (SLB) Nov Inc (NOV) Blackstone, Inc. (BX)

Top Social Posts

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

"$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 global supply of 7G drillships with 2.5mm lbs hookload and [--] BOPs mostly demanded in US GoM Brazil and West Africa though is expanding to other markets. $ODL.OL has an admirable position in the Norway harsh environment semisub market where Transocean also operates. There is room for additional consolidation in this industry. While"
X Link 2024-11-02T11:45Z 13.6K followers, 48.4K engagements

"$VAL Valaris [---] Jackup sale was a nice put option for them getting cash for share repurchase noted in release. Good. Think sale is older and its Harsh Environment JU less impacted by Aramco suspensions than Benign JUs still working through. Saudi suspended 10% active fleet Not necessarily applicable to the rest of the JU fleet. Specs matter bc they determine regions where they can work. Saudi Arabia shallow water is benign very unlike harsh environment markets https://twitter.com/i/web/status/1919915953791631464 https://twitter.com/i/web/status/1919915953791631464"
X Link 2025-05-07T00:43Z 13.5K followers, 13.3K engagements

"Eni appropriately stated today PEL [--] is an excellent future development prospect. Capricornus discovery ✅ #OOTT Part of Galp Energias PEL83-Mopane marketing problem is whomever loses can presumably get a similar deal on operator Rhinos 42.5% interest at comparable terms"
X Link 2025-10-24T19:16Z 13.6K followers, [----] engagements

"$NOV further qualified a positive deepwater growth story on their call today. Good E&P projects IOCs and NOCs arent doing their jobs if they arent trying to squeeze oilfield services in this market $OIH Working thru OPEC+ spare capacity will eventually be positive #OOTT"
X Link 2025-10-29T00:11Z 13.5K followers, [----] engagements

"Following what Equinor Aker BP and Var Energi plan to do on the NCS its hard not to like the NCS eligible semisub market Its mostly lower cost infrastructure led capex Norway has a nice tax regime for drilling demand too immediate expensing of capex lowers costs"
X Link 2025-10-29T00:23Z 13.5K followers, [----] engagements

"Talos confirmed they found pay in [--] separate zones on Daenerys exploration well. Upcoming appraisal well in 2Q26 (pictured) in fault block to the north will provide important detail regarding potential commerciality Daenerys is potentially high-impact to Talos $TALO $HYG"
X Link 2025-11-06T15:45Z 13.5K followers, [----] engagements

"$SDRL reiterated other driller commentary on 26-27 outlook Curiously they spoke positively on Equinor AkerBP and Var Energi E&P capex in Norway 🤔 SDRL does not have a single warm NCS eligible Semisub so a bit irrelevant to them; unless they get exposure to RIG via M&A"
X Link 2025-11-06T21:08Z 13.5K followers, [----] engagements

"Libya has several frontier offshore exploration prospects including Eni's current well being drilled by Saipem's Scarabeo [--] This region is also likely to attract TPAO following its recent purchase of two 7G drillships Libya's current auction results coming in [----] #OOTT"
X Link 2025-11-20T22:54Z 13.5K followers, [----] engagements

"High yield analysts and PMs w/ Venture Global bonds in their portfolio may find it worth watching video below and cross-checking. $30B of debt. Venture Globals US LNG exports will be competing more against AI capex for nat gas. Might be worth refreshing the underwriting $HYG My favourite thing about Venture Global is you can calculate how their operating leverage could potentially destroy them with [---] seconds a sticky note and a [--] digit calculator but somehow the bulls refuse to do this math. Dont worry Ill do it for you below. https://t.co/3WB5fMmeol My favourite thing about Venture Global"
X Link 2025-12-03T03:47Z 13.5K followers, [----] engagements

"$NE selling [--] jackups to $BORR for $360mm though only $210mm in cash. Borr funding the cash via a $150mm tap of its 10.375% [----] notes and an $85mm equity raise while Noble receives a $150mm [--] year seller note. Cash is king but NE comfortable as a credit investor on these rigs Also selling a 6th rig to a separate buyer https://twitter.com/i/web/status/1998174267364548712 https://twitter.com/i/web/status/1998174267364548712"
X Link 2025-12-08T23:34Z 13.6K followers, [----] engagements

"$BORR followed through on its signaled M&A plans buying five $NE jackups for $360mm while Noble sold a 6th unit separately for total proceeds of $424mm. The transaction reinforces Borrs jackup focus while NE leans further into deepwater and gains $250-260mm of cash optionality (1) Noble sold six jackup rigs for a total of $424mm: three JU-3000N units at an implied $77mm each and three CJ50 rigs at roughly $64mm each (based on the sale to Ocean Oilfield Drilling). For comparison Seadrill sold three JU-3000N jackups in July [----] for $113mm per rig. With the jackup market softening since then"
X Link 2025-12-09T13:02Z 13.6K followers, [----] engagements

"$SDRL Multiple awards including $345k dayrate on Capella (6G) in Malaysia for [---] days commencing 2Q26 plus options on [--] wells Rate is inline w expectations and term a bit longer than expected. Was some fear this would be low $300ks. Also Elara accommodation & Carina extension"
X Link 2026-01-21T11:55Z 13.5K followers, [----] engagements

"Bloomberg reports Blackstone considering sale of its Beacon interest $5b valuation floated. BX is 10.95% of Beacons 100k bpd Shenandoah Beacon a good private deepwater E&P in Whole company may not be up for sale just $BX interest Positive read 8G Atlas valuation $RIG The first 20k-psi projects in the US Gulf are off to a strong start Beacon is a private E&P but its Shenandoah project is demanding attention. Chevron (Anchor) Shell and BP are also oil majors with projects coming. 8G Drillship technology #OOTT Source: Welligence and Navitas https://t.co/8WwSR5xxcP The first 20k-psi projects in"
X Link 2026-01-22T01:34Z 13.5K followers, [----] engagements

"$NE Upgrading GreatWhite to NCS compliance for $160mm represents a compelling Semisub Arbitrage for NE especially after the sale of the similar-design Bollsta to Odfjell for $480mm. Capex funded by the JU sale Gerry de Souza (6G) $400k [--] years Nigeria mid [--] is strong $NE just announced $1.3B in new contracts * GreatWhite will go to Norway for 3Y post $160M CAPEX netting $285K/d * Gerry de Souza (6G DS) to Nigeria for 2y for $400K/d * Endevour (50y old semi) for $300K/d * Developer (6G semi) $375K/d over [---] days. $VAL $RIG $SDRL $ODL $NE just announced $1.3B in new contracts * GreatWhite"
X Link 2026-01-26T11:26Z 13.6K followers, [----] engagements

"This Noble-Borr jackup sale was announced late last year Along with cash Noble is getting a $150mm [--] year note secured by three modern JU-3000N jackup rigs. Does anybody know the coupon and terms of this note Curious to value it versus Borrs public secured [----] and [---] bonds"
X Link 2026-01-28T21:41Z 13.4K followers, [----] engagements

"With multiyear awards and major greenfield deepwater FIDs advancing its becoming easier to underwrite increasing dayrates after declines in late '24-'25 though the Petrobras Bzios results likely have softer rates. Brazil is not representative of the global floater market (1) Bzios will be the worlds largest deepwater field after a major production ramp in 2027-2028 adding [---] kbpd of FPSO capcity. Petrobras has a long-standing modestly dramatic 1-4 rig tender for 1Q27 commencement for Buzios. Brazil is the worlds largest rig market and includes regional drillers such as Constellation Foresea"
X Link 2026-01-31T12:58Z 13.5K followers, [----] engagements

"@NatgasTurk Thanks NGT. You often have good takes on Noble so open to hear your thoughts on the GreatWhite news If they can execute the upgrade at $160mm then I think it will have proven to be a good decision for shareholders but if capex creeps higher it could be a different story"
X Link 2026-01-31T13:42Z 13.6K followers, [---] engagements

"@Vmaxpax @pennycheck Well-researched unique and strong work V👍 I have experience with those supranational/dev bank bonds. The proposed DRSB you referenced is the type of entity that could support a loan for the new drone manufacturing hub near Montreal likely via guarantees. Interesting follow"
X Link 2026-02-03T13:37Z 13.6K followers, [---] engagements

"@Goony_Bird68 @AndyJay16634390 Just my opinion but I think Total and Petrobras prefer not to carry a junior partner like PCL. [--] will need to have adjacent success which is going to be a waiting game"
X Link 2026-02-07T07:05Z 13.4K followers, [--] engagements

"@mike_oil_invest Good catch Mike. It was a different management team back then. I think they have good people in place today. Also at the time Shell was a bit over-extended on long-cycle deepwater capex commitments Guyana/Stabroek is a good example of how things can quickly change w/in [--] year"
X Link 2026-02-07T13:53Z 13.4K followers, [---] engagements

"@LarsHogfeldt I think they will say they like the assets and want to keep them. They can keep optionality for a potential transaction in the future. I do think bond investors would like to keep the JUs for diversification and that will be important re: enabling shareholder returns for RIG"
X Link 2026-02-09T14:01Z 13.5K followers, [---] engagements

"@Schwerepunkt Have to wait for merger to close in late [----]. Then I think they will hit debt capital markets for refi transactions which should better enable sustainable shareholder returns"
X Link 2026-02-09T15:14Z 13.5K followers, [---] engagements

"@mannyag1528 Surely will be something contemplated but first need deal to close. I believe they would entertain a sale because it would accelerate deleveraging but RIG publicly posturing they like the JU assets. ADES would make sense also ADNOC. Borr is balance sheet constrained currently"
X Link 2026-02-09T16:01Z 13.5K followers, [---] engagements

"@JSmith8286 Thanks for reading and commenting John. Transocean-Valaris merger is a juicy topic"
X Link 2026-02-10T12:02Z 13.5K followers, [--] engagements

"@TrendsTailRisks Thank you for sharing Lewis. Would say thats appropriate. Good chance the debt stack is refinanced after close of the merger"
X Link 2026-02-10T12:06Z 13.5K followers, [--] engagements

"@NStepmum Yes. This sidelined capacity was a negative identified back in 2022-2023 on eventual dayrate upside but this is looking meaningfully better today. The TPAO news in July was ++ Also the $BP call underway is quite encouraging for deepwater rig demand in future years"
X Link 2026-02-10T14:13Z 13.5K followers, [---] engagements

"@Ultradeep3 @FoamOnTheRunway Pareto wrote a positive note. Re: valuation Transocean is going to have to earn it and push rates higher which I think is within reach BP put its new RIG drillship Mykonos on center stage for its 4Q25 results today. Also positive talk on Brazil USA and Namibia (Azule JV)"
X Link 2026-02-11T00:52Z 13.6K followers, [---] engagements

"@theresa_perrin @admagazzu 😂 Pareto has no reputation in USA but its reputable Nordic investment bank. It read as a positive note but RIG needs to close on the deal then refi in Feb [----]. Will take some time and could be some regulatory limbo in coming months though I think crosses the finish line"
X Link 2026-02-11T00:57Z 13.5K followers, [---] engagements

"@adfragen @mannyag1528 It could happen. I think Borrs fleet quality exceeds the Valaris JU fleet but Shelf got a nice price last year Jackups could be back in fashion if Saudi Aramco onshore decline rates accelerate"
X Link 2026-02-11T02:44Z 13.5K followers, [--] engagements

"@theresa_perrin @admagazzu This was Paretos note. Has been publicly shared elsewhere"
X Link 2026-02-11T03:46Z 13.5K followers, [---] engagements

"@NatgasTurk Yes the contract awards were good news. Call will be interesting because they also did the jackup sale to Borr with part of consideration a secured note. Interesting to hear how they valued that Also needs to be asked for thoughts on the Transocean-Valaris merger news 😉"
X Link 2026-02-12T00:47Z 13.5K followers, [---] engagements

"@MFer_Jones_ Refinancing RIG's secured bonds with the required amort + restricted cash opens up cash flows to equity. That was why many preferred investing in RIG's bonds but a refinancing in [----] could change that. Will depend on health of high yield markets at the time to get needed terms"
X Link 2026-02-14T13:32Z 13.6K followers, [---] engagements

"$SEUSF $GALP.PL $RIG $VAL $TDW $NOL.OL Deepwater Update Jan [--] [----]. "The Permian of Offshore Namibia and South Africa" Following headline discoveries in Namibia from $TTE Venus-1X and $SHEL Graff-1X (and others) this week Galp Energia of Portugal announced its Mopane-1X well had a significant discovery that Namibias state-owned oil company described as amazing according to Upstream Online. The Permian Basin in USA grew by [--] million bpd from [----] to the present. Namibia is unlikely to replicate the Permians amazing success although the potential scale of the Orange Basin in Namibia exceeds"
X Link 2024-01-13T12:52Z 13.6K followers, 29.3K engagements

"Also think the key on this would be its deleveraging for $RIG which is what they need to do before enabling shareholder returns Because this is share-based its initially credit positive which is the precursor to dividends/repurchases which isn't happening overnight but coming"
X Link 2026-02-09T13:29Z 13.6K followers, [----] engagements

"$RIG $VAL Equity-funded deleveraging play for RIG. Combination is positive for drillship market; retaining JU fleet helps credit profile RIG likely aiming to replicate Odfjells deleveraging-to-divy/repurchase valuation model positioning it to return cash post-refi deals in '27"
X Link 2026-02-09T14:46Z 13.6K followers, [----] engagements

"@mike_oil_invest 😂 PP said on Wednesday he was pleased with the tenders received on Venus which may include bids of DS-13 or DS-14. I think he is smart enough to know to lock up rig supply. Maybe buy Mira like they did Tungsten Explorer with Vantage Was so glad to see TTE's Mopane disclosures"
X Link 2026-02-14T15:35Z 13.6K followers, [---] engagements

"In 4Q25 Q&A call Shell said recent Reuters article about selling Vaca Muerta is fake news 😂 #OOTT $SHEL I opine they should consider buying Beacon + part of Navitas 49% non-op interest of Shenandoah in US Gulf. They have Sparta also coming in [--] could be 20k leader"
X Link 2026-02-05T22:12Z 13.6K followers, [----] engagements

"Shell CEO later stated exploration results have been mixed. They have good brownfield but not the big greenfield hub (future reserve replacement). Missed in Namibia after Graff/Jonker Upcoming deepwater campaign in Angola will be one to watch after recent Sonangol success"
X Link 2026-02-05T23:17Z 13.6K followers, [----] engagements

"Shell has Deepsea Mira for next well in Namibia. They just studied in Galps Mopane data room in their open marketing room. Also has adjacent acreage to Rhino/Azule discoveries. Good risk adjusted return on this exploration capex have learned a lot about Orange Basin since 2023"
X Link 2026-02-05T23:20Z 13.6K followers, [----] engagements

"TotalEnergies has yet to reach FID on Venus but last weeks public meeting with Namibias President is a positive signal toward a potential [----] decision. After farming into 40% of Galps Mopane in Dec '25 $TTE is likely seeking a fiscal stability clause before taking FID #OOTT (1) TotalEnergies Venus hosts a thick reservoir (80120 m) but faces development challenges from [----] m water depth low permeability and gas reinjection. Discovered [--] months later Galps Mopane may offer better capital efficiency due to shallower water depth and better permeability a thesis TotalEnergies will test by"
X Link 2026-02-07T12:51Z 13.6K followers, [----] engagements

"@robhawcroft @Ultradeep3 That's a low bar I enjoyed The Caesar's Palace Coup. Potential exists for a trimmed down version for offshore contract drillers in 2015-2021"
X Link 2026-02-07T14:21Z 13.6K followers, [---] engagements

"$RIG to acquire $VAL in all-stock transaction. Wow. I believe RIG is the most price-disciplined offshore driller; acquiring a less disciplined contract driller is positive for dayrates. VAL's 7G's a good fit for RIG. Question will be what RIG wants to do w/ the jackup rigs"
X Link 2026-02-09T13:23Z 13.6K followers, 39K engagements

"@BirkelidRasmus @mattdberk Totally agree -- oil being priced in (weaker) USD terms masks some of the weakness in that market. If oil were priced in EUR or CHF would optically look worse but hopefully there will be a supply response to weaker oil prices. We'll see. It's a volatile market on supply/demand"
X Link 2026-02-14T14:05Z 13.6K followers, [--] engagements

"Petrobras produces roughly [---] million bpd with the vast majority of oil flowing from deepwater fields. Given PBR drives 20% of global floater demand its newly released 5-year plan on Friday drew sharp attention across offshore oil services Capex -2% YoY; Bzios mostly on time PBRs [--------] capex totals $109B about 1.8% below last years $111B plan for [--------]. E&P Capex is down $7B from last year although budgeted reductions occurring in 2029-2030 (1) Although rumors circulated this week about delays to the [--] rig Bzios tender the key factor is the drilling start date which still appears on"
X Link 2025-11-29T12:45Z 13.6K followers, 23.6K engagements

"TotalEnergies (op 42.5%) and Petrobras (42.5%) farm into Namibia PEL [---] the adjacent block to the north of PEL [--] and Saturn Super Fan TTE farmed into Galps Mopane discoveries in December and met w/ President in Windhoek last week. Yet to FID Venus but maybe [----] $TTE $PBR"
X Link 2026-02-06T11:29Z 13.6K followers, [----] engagements

"I know CLOs hate offshore drilling rigs but when $RIG is finally upgraded by Moodys and call pro rolls off by [----] they should refi current secured collateral rigs in LevLoan market. Transocean never filed CLOs should like that. OID + spread Better than B3 software loans @junkbondinvest Seriously who could possibly be buying this sht https://t.co/Sy3jrLHDer @junkbondinvest Seriously who could possibly be buying this sht https://t.co/Sy3jrLHDer"
X Link 2026-02-06T21:37Z 13.6K followers, [----] engagements

"Key aspect of $RIG $VAL merger is RIG would control an additional [--] coldstacked 7G drillships post close The coldstacked 7G supply overhang is resolving after TPAO's July [----] purchases and now RIG is likely to be price disciplined on remaining sideline capacity DS-13 and DS-14 are likely to eventually enter the market as 'stranded newbuild' purchases made in December [----]. My opinion -- Valaris appeared intent on eventually reactivating DS-11; Transocean is likely more disciplined on that decision. The three cold-stacked Ocean Rig 7GsMylos Athena and Apollo last worked 2016-2017appear"
X Link 2026-02-10T14:01Z 13.6K followers, [----] engagements

"Total on newly acquired Mopane from Galp: "We know it's big - but we don't know if its very big or (just) big" 2026: Exploration well to test Mopane-3X extension 2027: Two appraisal wells to firm up development plan Pouyanne emphasized expectations for good capital efficiency"
X Link 2026-02-11T21:29Z 13.6K followers, [----] engagements

"$NE 4Q25 Adj EBITDA of $232mm just tad light by $10mm to some estimates. [----] EBITDA guide w/in range [----] Capex guide of $590-$640mm is a bit elevated. Going to have to justify the GreatWhite upgrade decision but I think is reasonable because its a unique opportunity"
X Link 2026-02-12T00:16Z 13.6K followers, [----] engagements

"Its interesting Total is considering drilling the next Mopane exploration well nearly right on PEL [--] border or near Rhino/Azules block near Sagittarius New additions Sobreiro and Quiver 👀 PEL [--] is a target rich area. Glad Total provides this level of disclosure #OOTT"
X Link 2026-02-12T03:47Z 13.6K followers, [----] engagements

"$NE Call Notes: 'White space looks to be on the retreat'. Run-rate EBITDA of $1.3B and FCF of $600mm by mid-'27 w/o dayrate improvement. Constructive talk on improving mkt demand but appropriately notes some near-term sensitivity w/ crude in $60's on some shorter-cycle projects Major IOC's mostly moving forward with larger projects which is clearing white space but sounds like some infill projects don't have much urgency if Brent is below $70 No real comments regarding Transocean-Valaris merger. I don't blame them for saying nothing b/c it needs to close soon and may have some sensitivities"
X Link 2026-02-12T15:02Z 13.6K followers, [----] engagements

"$RIG $VAL ❤ RIG finally found a good use of its share currency w/ the VAL merger. They accelerate deleveraging pulling forward shareholder returns and gain $150-$200mm of synergies. The industry's most disciplined driller absorbs a less disciplined playerpositive for dayrates (1) The all-stock structure solves RIG's balance sheet problem by absorbing VAL's low-leverage balance sheet (1x Net Leverage) accelerating Transocean's deleveraging to 2x by year-end [----]. This positions RIG to refinance its debt stack after the 2H26 closing into a more equity-friendly capital structure with reduced"
X Link 2026-02-14T13:04Z 13.6K followers, 26.6K engagements

"Not so fair to say "zero change in fundamentals" -- this merger is material improvement in industry structure and is a key step to unlocking cash flows RIG bond holders have benefited from now toward equity Offshore driller stock price fluctuations often include a lot of noise. I've been surprised by how well the stocks have traded this week -- Still think market needs digest [----] but if you have a positive view on oil prices in [----] and beyond this merger makes offshore drillers more investable for some that have chosen to stay away https://twitter.com/i/web/status/2022664487405310228"
X Link 2026-02-14T13:29Z 13.6K followers, [---] engagements

"@capytalmgmt Appreciate it. Gulf Marine Services isnt within my core coverage for research though Im well aware it has a very loyal following. Separately I like the capybara -- my first pet as a child was a guinea pig"
X Link 2026-02-14T16:42Z 13.6K followers, [---] engagements

"$ODL.OL 4Q EBITDA beat $93mm vs $87mm est NCS Semisub market serving ODL well. Healthy market. 100% booked fleet through [----] and contracted dayrates set to increase 20% in [----] Divy doubled w room for further improvement when SPS program finishes 2Q25 and lower debt amort potential Norway E&P outlook remains positive given recent long-term outlooks by Equinor and Var Energi. Good demand for ODL's quality owned fleet. Market outside of Norway is softer in [----] as multi year development programs take time to commence although is not directly impactful to ODL's given its UDW HE Semisub fleet's"
X Link 2025-02-13T13:49Z 13.5K followers, [----] engagements

"Good slide from $VAR.OL depicting strong E&P demand for semisubs in Norway Norway is not a growth market but exploration continues to support lower cost infrastructure-led programs to maintain Norway's production through [----]. Economic E&P capex for Norway eligible semis"
X Link 2025-02-13T13:52Z 13.5K followers, [----] engagements

"$VAL Retires [--] semisubs including DPS-5 which recently worked for Eni in Mexico. DPS-3 and DPS-6 have been cold for a while None are core rigs. Good move by VAL. Better off buying back shares than incurring warm stack costs on DPS-5 Question: What about cold 7G DS-11 🤔 On semi subs I far prefer Norway eligible semis so this move not relevant to high barrier to entry Norway market On deepwater rigs Valaris value is mostly on their warm 7G drillship fleet IMO. Not these semis they retired. Good to see fleet rationalization"
X Link 2025-02-18T22:34Z 13.6K followers, 12.8K engagements

"$VAL 4Q EBITDA $142mm beat estimate of $139mm Industry contracting outlook for [----] remains strong but [----] is softer. VAL expects contract announcements to be 9-12 months before commencements putting mid [----] as time to perhaps see fixture announcements. This has been pushed to right from where we were six months ago but theres consensus confidence in 2026-2027 demand amongst drillers. Also consistent with other commentary (see SBM below) EBITDA outlook for [----] is $480-$580mm. Midpoint modestly below $550mm consensus est. DS-10 expected to be warm stacked rest of year in Las Palmas"
X Link 2025-02-20T16:04Z 13.6K followers, [----] engagements

"We will not see warm 7G drillships scrapped in [----] but weve seen some lower value rigs retired and may see more. Compared to the 2012-2014 time period the floating rig market of today places a premium on the higher specification drillships and semisubs. The difference in a 7G drillship and 6G drillship in [----] was meaningful but not nearly as pronounced as it is today. Specs matter. (1) In the last two weeks the deepwater rig market has seen 3-5 modern rigs formally retired with potential for a couple more in 1H25. These have all been lower value rigs within the [---] rig universe of what I"
X Link 2025-02-22T13:05Z 13.6K followers, 44.9K engagements

"SB1M held a conference in Norway this week. While offshore drillers have had a tough start to '25 $ODL.OL has been the industrys best performer and its CEO noted maintaining price discipline consolidation (though not needed) and "Scrap Baby Scrap" as keys for [----] CEOs in the rig industry love to see competitors scrapping their capacity so this is a biased view but the global rig market has some lower tier rig capacity that can be reduced while saving drillers meaningful funds on warm stacking costs without materially impacting Net Asset Value calculations. I dont think the industry needs a"
X Link 2025-03-08T13:15Z 13.5K followers, 26.6K engagements

"I posted this on October [--] [----] for Mozambique importance Mozambiques two major offshore LNG projects were delayed by insurgencies and it was holding an election in Oct 2024: Potential LNG: $TTE Totals Mozambique LNG has [--] mtpa capacity and $XOM $E Rovuma LNG (Exxon/Eni) is [--] mtpa capacity Deadly insurgencies in Cabo Delgado province of northern Mozambique have wreaked havoc on citizens and stalled both projects since [----]. Mozambique hired Rwandan army to protect Cabo Delgado. Exxon expressed recent optimism on Rovuma LNG and last week Total hinted toward progress on potential"
X Link 2025-03-13T23:26Z 13.4K followers, [----] engagements

"I have never done EM credit but Mozambique [--] bonds are 15% YTM and you have 1-2 major IOCs nearing FID on major LNG projects $EMLC Rwandan army protects Cabo Delgado region and has stabilized. Not entirely sure about stability in Maputo yet. Geopolitical risk but LNG likely"
X Link 2025-03-14T02:02Z 13.4K followers, [----] engagements

"$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"
X Link 2025-03-31T20:59Z 13.6K followers, 49.4K engagements

"@FredKosters Yes thanks for noting. Watching that purchase option closely. The Saipem/Subsea [--] merger also a part of the equation"
X Link 2025-04-14T20:34Z 13.4K followers, [---] engagements

"@RagnarRock5 Thank you for the important clarification Ragnar. Important option value. I can see Eni making use of DVD for years to come based on their very strong deepwater E&P portfolio. Curious how this all works out given the Saipem/Subsea [--] merger"
X Link 2025-04-19T13:51Z 13.5K followers, [---] engagements

"In oilfield services you must skate to where the puck is going on E&P capex. Lower oil prices likely mean reduced capex in '25 although the nature of the spend means different things for deepwater floaters subsea equipment pressure pumping frac sand and other services $OIH Big picture oilfield services views after SLB Halliburton and TechnipFMC and other conf calls this past week $SLB $HAL $FTI: (1) TechnipFMC (FTI) noted this week in offshore we are not seeing a market downturn nor a slowing in the market. FTI has a major subsea equipment business which has effectively same demand drivers as"
X Link 2025-04-26T11:37Z 13.6K followers, 16.6K engagements

"$VAL 1Q25 EBITDA $181mm beat $156mm cons est Strong free cash flow in the quarter but no share repurchases After recent macro weakness while early upcoming projects appear to be on track Confident in W Africa work for 2H26/27. East Med potential gas work too Have not seen any (multi year deepwater) programs getting pushed back as of today. Sounded optimistic on contracting. I think more work in Nigeria may be a good fit for their 7Gs Reminder recently awarded [--] yr contract on DS-10 in upper $400ks was v strong although rate reflects mkt a year ago. DS-9 option exercised to July [--] though"
X Link 2025-05-01T15:03Z 13.6K followers, 80.1K engagements

"$VAL 7G drillship DS-15 moving from Brazil to West Africa for [---] day work w/ options. The $135mm includes upgrades ("enhanced" MPD) and mob fee Hard to determine clean rate but should be in $400k's in lower cost region and VAL gets a nice upgrade for long-term capacity of DS-15"
X Link 2025-05-05T12:49Z 13.6K followers, 10.4K engagements

"Noble and Valaris this past week had 7G Drillships solidly in the $400ks Survey below says 53% of investors expected $250k. Not a single vote at $400k 👀 I understand concern on crude risk lower but 7G drillships arent oil. 7G drillships low supply (55) & price discipline *Supply estimate is only warm 7G drillships and 3-4 stranded newbuilds with owners I think eventually enter the market Real $RIG $NE $VAL https://t.co/wXeGOjF9OK Real $RIG $NE $VAL https://t.co/wXeGOjF9OK"
X Link 2025-05-06T22:24Z 13.6K followers, 36.3K engagements

"$PBR CEO claims Petrobras outbid by TotalEnergies for portion of $GALP.PL 80% of PEL [--] in Namibia 👀 Recent Mopane-3X results likely gave Galp 2nd development in PEL [--] IMO. Plenty of exploration left in PEL [--] $sei.v Rhino/Azule (BP/Eni) also had success in PEL [--] to south TotalEnergies has had their own success in Namibia with Venus and other discoveries although may be higher cost due to various factors including water depth and lower permeability Reuters with the report on PBRs comments H/T @MatthijsS6 @DocStewartMD Despite the recent efforts Chambriard said the firm was outbid by"
X Link 2025-06-06T10:19Z 13.4K followers, 21.4K engagements

"Offshore drilling rigs are cash flow producers when working. Odfjell owns [--] deepwater harsh environment semisubs in Norway. Fully contracted through '26 from $320k in '23 to $470k in '26 $ODL.OL is setting an example of offshore rig FCF success for the drillship-heavy drillers Odfjells strong performance is demonstrating you can now value the stock using dividend growth valuations instead of per rig. Odfjells valuation shifts to a cash flow focus via its current 10% dividend yield and visible path to material sustained growth. (1) Norway hasnt had to deal with idle time mostly due to the"
X Link 2025-06-07T11:37Z 13.6K followers, 17.4K engagements

"Galp is marketing its 80% stake in the Mopane discovery (10B BOE in-place est) in Namibias Orange Basin Despite softer markets in [----] the greenfield play has drawn interest from $TTE $PBR and others. Bidding is expected to conclude soon. Petrobras CEO recently stated it was outbid by TotalEnergies although Galp states bidding remains an open competitive process $GALP.PT (1) After meaningful discoveries in two hubs Mopane is likely a multiple FPSO development with further exploration upside in PEL [--]. Galp is only a $3B EBITDA/yr energy company and lacks the balance sheet fund Mopane"
X Link 2025-06-14T11:34Z 13.4K followers, 13.7K engagements

"Offshore drillers sold off in mid-2024 as fwd looking investors priced in idle time for 20251H26 due to project delays With 2H262027 projects becoming more visible Positive Forward EBITDA momentum may return per analyst estimates Mid Year [----] Outlook. Link in bio. Free"
X Link 2025-07-02T01:51Z 13.6K followers, 11.9K engagements

"$VAL Two new [---] year contracts for 7G drillships DS-16 and DS-18 at $410k dayrate per release both to Anadarko/Oxy in Not much detail on rate DS-16 a smooth continuation of existing contract. DS-18 going from Chevron to Oxy and will have time until 4Q26 start but good term"
X Link 2025-07-07T01:23Z 13.6K followers, 36.1K engagements

"The worlds largest oilfield services company $SLB stated on Friday a deepwater market uptick in mid-26 was a valid hypothesis. Multiyear long-cycle projects appear to be moving along while shorter-cycle infill drilling programs likely wait for better oil prices. SLB called the deepwater market resilient long-term but noted exact timing is less certain. SLB also said US short-cycle is contracting faster than anticipated although we'll see what $HAL says on Tuesday #OOTT (1) Recent 7G Dayrate trajectory is lower although mid-2025 levels are comfortably above 2021-2H22 dayrates. Dayrates are"
X Link 2025-07-19T11:54Z 13.6K followers, 12.2K engagements

"Tidewaters new debt covenants say more about its future than how its debt trades in a frothy HY market $HYG $TDW $RIG CREDIT: Prefer RIG 29s +230 bps due to their ++ fleet and contract book. Talk of RIG needing $80/bbl is nonsense FSR is public info to underwrite cash flows Did RIG just add a firm $650k dayrate on Shenandoah South FID after recently adding a $540k in 2Q TLDR: If you think Brent crude is closer to $60/bbl than $75/bbl and are concerned about gasoline demand post-USA summer driving season all else equal RIG credit should widen vs TDW due to its Caa1/B- ratings but its cash"
X Link 2025-07-26T11:40Z 13.6K followers, 18.2K engagements

"$VAL 2Q25 Adj EBITDA $201mm vs $155mm consensus est After adding DS-15 DS-16 and DS-18 contracts anticipates add'l awards across the industry "in coming months" Curious to see no repurchases in 2Q after none in 1Q. Likely to see buybacks when VAL [---] JU sale closes for $108mm Valaris has produced $100mm of free cash flow after capex in 1H25 although has none of this operational cash flow has been put toward share repurchases. Why building cash While Valaris is focused on contracting DS-12 curious if theyll comment on DS-13 and DS-14 especially with Dorado and Draco (competing stranded 7G"
X Link 2025-07-30T20:55Z 13.6K followers, 12.2K engagements

"@TexasTradMan M&A speculation not my focus but building scale and synergies are clear benefits. I have no insight on M&A rumors (my focus is elsewhere) but Saipem and Subsea [--] just merged. $FTI really benefiting from the FMC/Technip merger in [----]. Drillers don't need M&A but it would help"
X Link 2025-07-31T16:59Z 13.5K followers, [---] engagements

"$XOM Prosperity FPSO (Payara) is abut 50-55 km to NW of where Whiptail potentially would be a similar distance from Mopane-1X (Galp) to Capricornus-1X (Rhino) in Namibia. Namibia needs more exploration and appraisal before Guyana comparisons can be made. Don't sleep on Suriname"
X Link 2025-08-02T13:42Z 13.5K followers, [----] engagements

"Tidewater had a great week demonstrating $155mm free cash flow after capex in 1H25 and buying their stock w/ much of it. Strong operating performance and a new buyback program enabled via better terms on a recent debt refi $TDW $HYG All drillers commented this week new work commencement in next [--] months will be soft. This white space has been visible for a year yet $RIG Transoceans next [--] month projected warm utilization rate is 92% at $448k avg dayrate. RIG has re-contracting risk in 2H26-2027 though generally in more stable regions (US Gulf Norway) via its premium fleet. (1) Following"
X Link 2025-08-09T12:06Z 13.6K followers, 10.5K engagements

"Deepwaters long contracting cycle give drillers clearer earnings visibility than short-cycle US shale [--] months forward. The focus now shifts to how fleets are fixed [----] months out. European IOCs appear to be pressing ahead with major deepwater projects with shale capex moderating -- $XOM and its PXD acreage appears to be the exception with $CVX shifting more toward offshore. (1) $RIG screens well on (1) next twelve month utilization and (2) dayrates on firm contract work (deepwater rigs only) primarily due to its more stable US Gulf and NCS brownfield exposure along with Odfjell $ODL.OL in"
X Link 2025-08-16T12:03Z 13.6K followers, 12.4K engagements

"Good week for $ODL.OL semisubs continued with $AKRBP.OL new Omega Alfa discovery adding 96-134 million boe recoverable volumes to Yggdrasil development Yggdrasil FID was in [----]. Omega Alfa adds lower cost brownfield expansion option to Yggdrasil infra - Norway does this well"
X Link 2025-08-21T21:21Z 13.6K followers, [----] engagements

"@coeus12345 @Energy_Tidbits This guy Coeus knows what hes talking about ✅ Its not accurate to say Namibia has low permeability bc its been consistent communicated Mopane has good permeability. Maybe a bit much gas in places but not low permeability Also Rhino/Azules Capricornus looks like a beauty"
X Link 2025-09-05T22:09Z 13.4K followers, [---] engagements

"Namibias Orange Basin has emerged as a major exploration frontier though deepwater is slow. Years of appraisal infrastructure planning and fiscal clarity stand between todays discoveries and tomorrows outputmeaning Namibia wont be a meaningful producer until the 2030s $OOTT Floating rig demand would materialize sooner provided the country secures its first FID which is yet to be announced. (1) Shell and TotalEnergies discovered oil offshore Namibia in February [----]. Shell labeled its finds uneconomic but remains active while Totals Venus is often cited as a potential late [----] FID it is not a"
X Link 2025-09-06T11:34Z 13.4K followers, [----] engagements

"$RIG Interesting signal on the share issuance. You love it if youre a bond investor but company sold the rally $JNK $HYG Presumably for deleveraging process. Could help 2026-2027 refinancing process Could be impact of DD3 and Inspiration sale falling through which was $340mm"
X Link 2025-09-24T20:13Z 13.4K followers, 12.6K engagements

"RIG Credit Unsecured 2029s traded 97-98 last week before share issuance this PM. Should be near par and likely finally loses the legacy Moody's "Caa1" rating Will be interesting if unsecured High Yield $$ takes bond gains and rotates into equity on the dip tomorrow $HYG $JNK"
X Link 2025-09-24T21:27Z 13.4K followers, [----] engagements

"$RIG $JNK $HYG Credit investor's opinions on RIG's equity raise and considerations for Equity at link in bio (free) Summary: (1) Transoceans equity has a debt structure problem. Its not just the amount of leverage its the terms of leverage being (currently) too debtor friendly. All of the cash flows deleveraging is from paying off secured debt. Specifically Transocean had $502mm of scheduled principal amortization due in the next twelve months from secured bonds and a shipyard loan. RIGs contracted cash flows support this debt repayment but if paid as dividends they would translate to 16%"
X Link 2025-09-27T11:43Z 13.6K followers, 20.5K engagements

"Rhinos Volans-1X a high liquid-yield gas condensate discovery 26m net pay from diff reservoir than Sagittarius-1X and Capricornus-1X discoveries in Namibia PEL [--] #OOTT Capricornus light oil discovery looks most promising w/ limited associated gas. I expect more drilling Azule ($BP $ENI) delivers 3/3 on the PEL [--] block in #Namibia #Orangebasin is a SuperBasin $tte $shel $galp $cvx $sei.v https://t.co/V9ConzF5ZY Azule ($BP $ENI) delivers 3/3 on the PEL [--] block in #Namibia #Orangebasin is a SuperBasin $tte $shel $galp $cvx $sei.v https://t.co/V9ConzF5ZY"
X Link 2025-10-01T16:56Z 13.6K followers, [----] engagements

"If Brent exceeds $80/bbl in [----] RIG equity likely outperforms as it would likely be coinciding with a second wave of major deepwater project start-ups in [--------] although Brent in the $6070 range favors stronger risk-adjusted returns for unsecured debt. On Friday SLB noted the deepwater outlook on 'white space is starting to dissipate' signaling a gradual pickup in rig activity with more momentum expected by late [----] into [----]. Greater visibility on project starts supports credit while equity upside will hinge on the dayrate trajectory outlook partly influenced by commencement timing and"
X Link 2025-10-18T11:32Z 13.6K followers, 11.5K engagements

"$NE 3Q25 $254mm EBITDA vs $247mm est Foreseen idle time dragging next few Qtr EBITDA lower but Divy looks covered. Expects [--] of [--] (BlackRhino GDS and Viking) to have contracting success* Still late 2026/early [----] pick up though noted slippage on some not all projects Some cautiously optimistic thoughts on dayrates bottoming (TBD) although this likely does not reflect some yet-to-be announced contracts which I believe are likely chasing earlier commencements to avoid warm stacking costs While CEO noted cautious optimism on dayrates bottoming later noted "extreme" price sensitivity in"
X Link 2025-10-28T13:59Z 13.5K followers, [----] engagements

"$RIG 3Q25 Adj EBITDA $397mm vs $354mm consensus est. Revenue Efficiency strong at 97.5% helps explain strong 3Q result* Call tomorrow hopefully covers the recent equity raise debt refinancing prospects and Outlook on US Gulf and Brazilian markets for [----] Drillship availability *RIG had some uncharacteristically poor revenue efficiency results in [----]. They have done a lot better job in [----]. 97.5% may be difficult to sustain in the future but its easier to underwrite 95-96% for RIG given their improvement. Revenue efficiency measures how a fleet converts contracted dayrates into actual"
X Link 2025-10-29T21:27Z 13.5K followers, [----] engagements

"@PlJohan1 No position in DVD but given Saipem is going through a M&A transaction with Subsea [--] (2H [----] close) they may favor extending the purchase option. I do think it makes sense for them to exercise the purchase option but may not have urgency to do it in 2025"
X Link 2025-11-03T17:06Z 13.4K followers, [---] engagements

"@NStepmum Thats a CJ70 jackup They have west Phoenix semisub which is type of rig Equinor Var Energi and AkerBP would want (he named them specifically) but west Phoenix is colstacked and needs $150mm capex for reactivation maybe more"
X Link 2025-11-06T22:16Z 13.5K followers, [---] engagements

"$CVX Investor Day on Wed said theyd drill 10-15 exploration wells in U.S. Gulf through [----] One or more will likely be near Talos recent Daenerys discovery in Walker Ridge where they have blocks (circled in yellow) $TALO West of Big Foot and North of Jack St Malo on map"
X Link 2025-11-14T12:15Z 13.5K followers, [----] engagements

"@OlaRugsveen @AndersSjastad @Homervshomer I think the project will need at least [--] high spec drillship I can certainly see [--] drillships on Venus. Total just did a drillship and semisub for its GranMorgu project in Suriname A semisub can also provide some advantages. Total also has Tungsten Explorer JV it used before"
X Link 2025-12-03T16:53Z 13.6K followers, [---] engagements

"$RIG 7G Skyros to Australia at $406k dayrate for [---] days 1Q27 start also comes with options. Presumably Chevron's Gorgon Phase [--] sanctioned last week Separately Skyros is about to commence an intriguing exploration program for Murphy in Cote d'Ivoire through Mar '26"
X Link 2025-12-08T22:38Z 13.4K followers, [----] engagements

"TotalEnergies gets 40% of Galps PEL 83/Mopane. No cash component. Galp gets 10% interest in Venus (likely FID) and 50% carry on 1st FPSO of 40% remaining interest in PEL [--] to be paid back via future Mopane barrels. E&A wells were a given IMO. Quick thoughts: Release states the carry is only on the first development. I view PEL [--] as a multiple FPSO block so question becomes if a second development how will Galp fund This is not as strong of consideration as first expected. I believe the emergence of Rhinos PEL [--] discoveries in [----] suppressed the Mopane valuation because Rhinos 42.5% will"
X Link 2025-12-09T11:03Z 13.4K followers, [----] engagements

"$VAL 7G drillship DS-8 awarded an [---] day contract from Shell at $375k in Brazil to start 1Q27 following its Petrobras program through Dec [----] Dayrates in Brazil typically run below USA rates. At peak of recent cycle 7G rates peaked around $460k in Brazil vs $495k in US"
X Link 2025-12-12T00:39Z 13.4K followers, 10.5K engagements

"A 297-response poll this week implied a $418k dayrate for Transoceans 7G+ potential contracting in 2H26*. I expect $425430k if awarded though term will be relevant. Both rate and term will be key signals for the US Gulf floater market and Transoceans drillship valuations (1) Term Structure: Dayrate and term may also signal Transoceans view of the high-spec drillship market. With Brent at $60/bbl accepting modestly $400k on short (6-month) terms preserves upside into [----] if utilization approaches 90%. Alternatively $425430k on a [--] year term for one of three rigs is defensible to secure"
X Link 2026-01-03T11:27Z 13.5K followers, [----] engagements

"Since Maduros late-2023 referendum on Guyana's Essequibo region Exxon has added [---] kbpd of Guyana oil production and sanctioned $19B of new projects. Venezuela has not been a credible threat to offshore output though the Ranger prospect sits closer to a [----] naval incident. Exxon announced the Ranger discovery in January [----] farther from the core Stabroek finds and closer to the disputed VenezuelaGuyana maritime boundary. Less than a year later the Venezuelan navy intercepted the Ramform Tethys while it was conducting seismic work nearer the contested area including an attempted helicopter"
X Link 2026-01-06T18:46Z 13.4K followers, [----] engagements

"$RIG secured a $397k dayrate on a 302-day term with 6G Mykonos this week favoring short duration over locking in [--] year contracts at $350$380k through [------] on current Petrobras tenders. While risky RIG keeps Dayrate Duration short with embedded upside on the contract. (1) $PBR has two open tenders for likely [--] rigs on multi-year contracts (34 years) starting in 1Q27 most notably for Bzios. Seadrills Carina Transoceans Dhirubhai KG2 Constellations Brava Star Gold Star Alpha Star Venturas SSV Victoria are all rigs currently in Brazil with availability for 1Q27 commencements. While likely"
X Link 2026-01-10T13:05Z 13.4K followers, [----] engagements

"The first 20k-psi projects in the US Gulf are off to a strong start Beacon is a private E&P but its Shenandoah project is demanding attention. Chevron (Anchor) Shell and BP are also oil majors with projects coming. 8G Drillship technology #OOTT Source: Welligence and Navitas"
X Link 2026-01-13T17:58Z 13.4K followers, 12.2K engagements

"Jubilee E&P partners Kosmos and operator Tullows bonds trade at distressed levels amid the fields production issues. Credit investor fatigue with weak recoveries and oil price sensitivity have also weighed on $KOS bonds though Jubilees current infill campaign has started well (1) Jubilee a mature field onstream since [----] in Ghana has materially underperformed its [---] kbpd capacity falling to [--] kbpd in 2Q25 amid rising water cut facility strain on the FPSO leading to downtime and delayed infill drilling. Years of reservoir evolution without updated 4D seismic (last in 2017) weakened infill"
X Link 2026-01-17T13:02Z 13.4K followers, 11.6K engagements

"SFLs idle Hercules semisub (2008) is a logical candidate for Vr Energis [--] year work in Norway though a drawback is its limited track record of development drilling on the NCS Upgrades may help and Vr is also v active in exploration. Positive results w/ Goliat last week VR Energi has issued a tender for a high spec tier [--] Semisub for a 3-5 year job starting early-27. Bids said to be due by January-26 $ODL $NOL $SFL https://t.co/Y7H6tY8aHl VR Energi has issued a tender for a high spec tier [--] Semisub for a 3-5 year job starting early-27. Bids said to be due by January-26 $ODL $NOL $SFL"
X Link 2026-01-19T22:16Z 13.4K followers, [----] engagements

"Disappointing result on Civette for Murphy but they have two more shots on goal (Caracal & Bubale) with Transoceans 7G drillship Skyros in Cte dIvoire Eni had the Murene/Calao discovery about 20-25 km to the south in [----] it appears 7G Santorini is currently appraising"
X Link 2026-01-20T00:23Z 13.4K followers, [----] engagements

"@Ultradeep3 Yes RIG tends to get industry leading dayrates. Not bad for Seadrill here though. Losing this job would have hurt and they still got a decent 6G dayrate considering market for work starting mid 2026"
X Link 2026-01-21T12:25Z 13.4K followers, [---] engagements

"Bloomberg reported rumors Blackstone may sell its stake in Beacon Offshore at a valuation near $5B. Beacon highlights why the U.S. is the worlds largest oil producertechnology with Beacons Shenandoah standing out as a deepwater success enabled by advances in 20k-psi tech (2) The U.S. shale boom unlocked low-permeability reservoirs; 20k-psi BOPs now enable ultrahigh-pressure deepwater. Unlike shale 20k is services-constrained with only [--] drillships capable of completing these wells limiting its global supply impact relative to shale. NOV supplies the BOPs and TechnipFMC the 20k-psi subsea"
X Link 2026-01-24T13:00Z 13.4K followers, [----] engagements

"@2020Upstream Thanks for reading. Navitas also near FID on Sea Lion in Falkland Islands in case you're interested No position in it"
X Link 2026-01-24T14:23Z 13.4K followers, [---] engagements

"@HighyieldHarry Yes software companies cash flow so well that many were originally levered at 6-7x and still got B/B2 ratings -- sweet spot for CLO's. Many lev loans out there but industry limits keep funds diversified V strong cash flows but may have hard time refinancing at original leverage"
X Link 2026-01-29T23:50Z 13.4K followers, [---] engagements

"@mike_oil_invest Hey Mike Im worried about [--] workers being abducted from the mine. Thats dangerous territory and I think theres been a lot less drug business into USA lately. Maybe Sinaloa cartel needs that mine Or is this just normal course of business 👀 https://www.mining-journal.com/latin-america/news-articles/4526440/vizsla-workers-abducted-mexico-site https://www.mining-journal.com/latin-america/news-articles/4526440/vizsla-workers-abducted-mexico-site"
X Link 2026-01-30T22:47Z 13.4K followers, [----] engagements

"@robhawcroft Thanks Rob a debt-financed special dividend reduces M&A possibilities all else equal"
X Link 2026-02-05T13:40Z 13.4K followers, [--] engagements

"@AndyJay16634390 Total likes scale. Also think they have been disappointed by how slow progress has been in South Africa side of Orange Basin"
X Link 2026-02-06T11:37Z 13.4K followers, [---] engagements

"@JSmith8286 Still need to drill first exploration well. Thats unlikely to be a [----] event but anxious for it. Possibly Deepsea Mira work. Think total will be more focused on Venus and Mopane for now"
X Link 2026-02-06T15:50Z 13.4K followers, [--] engagements

"$TTE [----] Strategy deck curiously excluded Venus (slide from Feb 2025). Pouyanne noted permeability and gas reinjection as challenges but FID potential in next [--] months Galp's Mopane marketing expected to conclude 4Q25 -- IMO would be better fit for TTE bc more capital efficient Galp noted it has multiple non-binding bids on Mopane so expected to be competitive but PEL 83/Mopane is better permeability shallower water closer to shore than Venus. I also believe there's a lot more exploration upside in PEL [--]. Namibia's Venus may still go ahead but I think TotalEnergies could scale Mopane better"
X Link 2025-09-30T16:36Z 13.6K followers, [----] engagements

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