@athelascapital Avatar @athelascapital Athelas Research

Athelas Research posts on X about $rig, $val, $ne, $trox 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 cryptocurrencies 23% finance 22% stocks 13% countries 4% travel destinations 1% financial services 1% currencies 1%

Social topic influence $rig #53, $val #28, $ne #582, $trox #26, $oih #14, rig 10%, in the 10%, $sdrl #8, $cc 6%, $kro 6%

Top accounts mentioned or mentioned by @hkuppy @grtmarc @perpetualvalue @nuggetcapital @icbarrett @roojoo3 @ragingbullcap @saifedean @davidtaggart @sfarringtonbkc @cyclestrategy @clarksquarecap @mangan150 @aagresearch @zvzzt @leevalueroach @siyul @horizonkinetics @marketplunger1 @jimcramer

Top assets mentioned Transocean LTD. (RIG) Validity (VAL) Noble Corporation (NE) TRONOX LIMITED CL A ORDINARY SHARES (TROX) Seadrill Limited (SDRL) Canton (CC) Veno Finance (VNO) Borr Drilling Limited (BORR) Huntsman Corporation (HUN) LyondellBasell Industries NV (LYB) Dow Inc (DOW) Nov Inc (NOV) SL Green Realty Corp. (SLG) Ramaco Resources, Inc. Common Stock (METC) Energy Fuels Inc. (UUUU) Nexstar Media Group, Inc. Class A Common Stock (NXST)

Top Social Posts

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

"US Gulf of America lease sale on December [--]. [--] million acres offered - much of it covering areas with 20k psi potential. 2-3 drillships worldwide are capable of working on these wells. 4-5 projects underway. $RIG $VAL $NE $OIH"
X Link 2025-12-04T23:40Z [---] followers, [----] engagements

"$RIG $VAL $NE $SDRL https://www.reuters.com/sustainability/climate-energy/us-holds-first-gulf-mexico-oil-gas-auction-since-2023-2025-12-10/ https://www.reuters.com/sustainability/climate-energy/us-holds-first-gulf-mexico-oil-gas-auction-since-2023-2025-12-10/"
X Link 2025-12-10T18:09Z [---] followers, [----] engagements

"There were no signs $OIH"
X Link 2026-01-31T00:52Z [---] followers, [---] engagements

"$TROX is one of the largest natural rutile producers worldwide (numbers not always broken down). Rutiles TiO2 purity (90%+) makes it key for high-quality chloride process pigment. $CC $KRO"
X Link 2025-12-05T03:46Z [---] followers, [----] engagements

"623 Fifth Avenue to become The [---] Central Park South of office after $VNO upgrades. Located just blocks away from new J.P. Morgan headquarters. See Steve Roth comments from Q3 [----] call below"
X Link 2025-11-04T21:24Z [---] followers, [---] engagements

"Wow. Transocean $RIG acquires Valaris $VAL in $5.8B deal. Offshore down to just three larger players now. Combined entity is the largest. $NE $SDRL $OIH"
X Link 2026-02-09T13:25Z [---] followers, [----] engagements

"Some good charts re: oil $OIH https://youtu.be/JWT3itjtk94si=4haxdWeJP1BFFYv3 https://youtu.be/JWT3itjtk94si=4haxdWeJP1BFFYv3"
X Link 2026-01-16T23:05Z [---] followers, [---] engagements

"$HUN $LYB $DOW $TROX https://youtu.be/PQ3hT8tqZgosi=k26DG6ueBuMpVYoo https://youtu.be/PQ3hT8tqZgosi=k26DG6ueBuMpVYoo"
X Link 2026-01-17T17:58Z [---] followers, [---] engagements

"My writeup on $TROX from back in August. Still very relevant today. My latest write-up on Tronox Holdings plc has been published on my blog. There has been carnage in the commodity chemicals industry over the past year and titanium dioxide producers have fared no better. Quality assets at a bargain price. Read the article at the link in bio. https://t.co/bgp6KUDHeR My latest write-up on Tronox Holdings plc has been published on my blog. There has been carnage in the commodity chemicals industry over the past year and titanium dioxide producers have fared no better. Quality assets at a bargain"
X Link 2026-02-03T00:53Z [---] followers, [---] engagements

"Thanks for the shoutout @SFarringtonBKC Go give his chemical posts 1-3 a read. Many chemical businesses still near cyclical lows My Chemical Romance Part IV: Already Doubled Still Room to Double Again: Tronox $TROX Thank you to @athelascapital https://t.co/wIdS7h4Df4 My Chemical Romance Part IV: Already Doubled Still Room to Double Again: Tronox $TROX Thank you to @athelascapital https://t.co/wIdS7h4Df4"
X Link 2026-02-05T06:12Z [---] followers, [---] engagements

"From $NOV call buckle up. $OIH $RIG $VAL $NE New on my blog (link in bio). Energy remains the most hated sector in the world. This does not make it any less essential to modern life. The world is going to need a lot more oil over the next couple of decades - and to meet this demand exploration needs to start today. https://t.co/onIDILCDc5 New on my blog (link in bio). Energy remains the most hated sector in the world. This does not make it any less essential to modern life. The world is going to need a lot more oil over the next couple of decades - and to meet this demand exploration needs to"
X Link 2026-02-07T00:01Z [---] followers, [----] engagements

"RT @cycle_strategy: $RIG x $VAL - in all stock deal We didnt expect that one; two #offshore names we've been holding and covering since t"
X Link 2026-02-09T13:33Z [---] followers, [--] engagements

"$HOT.UN taking down a significant chunk of units with their newly initiated NCIB. Roughly 0.45% of the unit count bought back in January. Definitely most desirable to shrink the outstanding unit count before even thinking of bringing back a distribution"
X Link 2025-02-05T23:32Z [---] followers, [---] engagements

"$AX.UN quietly making its way back towards the recent highs seen in October [----]. Reminder: despite all the noise the company has bought back nearly 1/3rd of the common units since [----] along with a ton of the prefs. Balance sheet in excellent shape - Iris prefs are redeemable March [--] which should lead to some restructuring there. Time is your friend with this one"
X Link 2025-02-06T00:01Z [---] followers, [---] engagements

"@ClarkSquareCap $MRT.UN The REIT trades at 70% discount to its book value insiders own 90%+ and have been buying and yesterday the company announced a share buyback - likely privatization soon. Peer recently taken private at 50% premium"
X Link 2025-02-07T01:34Z [---] followers, [----] engagements

"@Mangan150 @AAGresearch and the board/company bylaws run him"
X Link 2025-02-14T16:53Z [---] followers, [--] engagements

"$MRT.UN Privatization appears inevitable at this point. What benefit to Armoyan and Morguard Corp $MRC.TO would there be in leaving 10% public when the market is ascribing the REIT such a poor valuation"
X Link 2025-02-15T22:24Z [---] followers, [---] engagements

"Share prices are more volatile than corporate cash flow which is more volatile than asset replacement values - Nick Sleep Keep it simple. Real asset investing is straightforward if you can avoid the noise"
X Link 2025-02-16T00:54Z [---] followers, [---] engagements

"Great write up from @NuggetCapital on $MRT.UN a few days ago. NCP rightfully highlights St. Laurent Shopping Centre in Ottawa which is worth approximately the market cap. Significant room for expansion at this property too which has been tabled for years but may be getting closer to realization"
X Link 2025-02-17T00:52Z [---] followers, [----] engagements

"2019 article: https://renx.ca/morguard-ottawa-st-laurent-mall-new-development https://renx.ca/morguard-ottawa-st-laurent-mall-new-development"
X Link 2025-02-17T00:53Z [---] followers, [---] engagements

"VIC [----] article: https://www.valueinvestorsclub.com/idea/MORGUARD_REAL_ESTATE_INVT_TR/0683465521 https://www.valueinvestorsclub.com/idea/MORGUARD_REAL_ESTATE_INVT_TR/0683465521"
X Link 2025-02-17T01:07Z [---] followers, [---] engagements

"@NuggetCapital Yes nice to see Sephora and H&M added win-win. Burquitlam obviously is huge development potential - the tardiness around that rezoning process speaks to problems of red tape in Canada (and why housing prices are an issue)"
X Link 2025-02-17T02:17Z [---] followers, [---] engagements

"@ZVZZT_ @leevalueroach Stillwater Mine Montana best (only) safe-jurisdiction option for PGMs"
X Link 2025-02-21T03:28Z [---] followers, [--] engagements

"@roojoo3 Horrendous take"
X Link 2025-02-22T02:02Z [---] followers, [---] engagements

"Operating a rig requires cash. Capital allocators job is to allocate cash to its best use. Running your equipment at inadequate returns relative to your cost of capital is a value destructive use of cash; and along with destroying shareholder value you are wearing out your equipment. Until those adequate returns on investment are present in the market it is better to use this cash in higher return opportunities - pay off debt buy back stock etc. What is your argument for maximizing utilization for the sake of it"
X Link 2025-02-22T02:27Z [---] followers, [---] engagements

"@roojoo3 Id add that its necessary to maintain some minimum amount of activity but the goal should not be to maximize utilization for the sake of it"
X Link 2025-02-22T03:17Z [---] followers, [--] engagements

"$VAL Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning what they have earned - you have to visualise the situation [--] months from now - that's where the price will be". https://t.co/XMzWwTMTRc Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning what they have earned - you have to visualise the situation [--] months from now - that's where the price will be". https://t.co/XMzWwTMTRc"
X Link 2025-02-23T22:43Z [---] followers, [----] engagements

"@siyul Would be nice to see some insider buying soon while its at these levels"
X Link 2025-02-27T21:27Z [---] followers, [---] engagements

"Excellent bit pertaining to capital-intensive industries (including offshore drilling) from @HorizonKinetics in their Q4 [----] commentary. Required reading $OIH $RIG $VAL $NE https://t.co/UFHNPKXBIB Required reading $OIH $RIG $VAL $NE https://t.co/UFHNPKXBIB"
X Link 2025-03-05T23:36Z [---] followers, [---] engagements

"New York Magazine July [--] [----] issue. Since then: $VNO +110% $SLG +97% Sometimes it doesnt hurt to be a contrarian"
X Link 2025-03-06T16:54Z [---] followers, [----] engagements

"@marketplunger1 accurate"
X Link 2025-03-07T15:31Z [---] followers, [---] engagements

"@jimcramer I just became insanely bearish on Mark Carney"
X Link 2025-03-10T00:10Z [---] followers, [---] engagements

"@CJ0pp3l Have you ever come across natural resource cyclicals that fit your investment criteria not putting $TVK.TO into this group"
X Link 2025-03-11T03:04Z [---] followers, [---] engagements

"I just published my deep dive on Transocean and how I believe the market fundamentally misunderstands the company. My first write-up is available at the link in my bio. $RIG $VAL $NE $SDRL $BORR $OIH"
X Link 2025-03-11T12:23Z [---] followers, [----] engagements

".@ragingbullcap has great insights regarding the offshore space $NE Those skeptical of the offshore thesis should look to $ODL.OL which has already demonstrated that a rational oligopoly like business can emerge out of this industry. Odfjell effectively operates a duopoly in the HE semisub submarket with $RIG a very well balanced market $NE Those skeptical of the offshore thesis should look to $ODL.OL which has already demonstrated that a rational oligopoly like business can emerge out of this industry. Odfjell effectively operates a duopoly in the HE semisub submarket with $RIG a very well"
X Link 2025-03-11T17:35Z [---] followers, [---] engagements

"Here is an eye-opening chart from my $RIG write-up: Since [----] the offshore drilling space has gone from 12+ major players to just [--] majors operating drillships (with a few smaller regional names). Talks in the industry of the potential for one more big M&A deal (likely involving $SDRL) but time will tell. Economic fundamentals (consolidation oligopoly) are good indicators of future industry returns. $NE $VAL $ODL.OL @ragingbullcap @hkuppy @Ultradeep3"
X Link 2025-03-11T17:56Z [---] followers, 47.9K engagements

"More insider buying taking place in the offshore space today with $NE director Alan Hirshberg picking up $230k of stock. This comes on top of $VAL Anton Dibowitz buying $250k last week. $RIG $SDRL $BORR"
X Link 2025-03-13T16:17Z [---] followers, 24K engagements

"@lasse108 Will be negative soon at this rate"
X Link 2025-03-13T16:55Z [---] followers, [---] engagements

"Why $RIG over $VAL Well you probably cant go wrong with either. Both have solid drillship fleets that would benefit from rising day rates. But here is some food for thought: RIGs debt is not as scary as it appears - most is asset level/non recourse and their unsecured [----] bonds are trading in the mid 80s far from distressed. With RIG you get shareholder returns through contractual repayment of debt (estimated $715m in 2025). Meanwhile with Valaris you have to rely on managements discretion for your shareholder returns. The company has shown itself to be incredibly pro-cyclical using its"
X Link 2025-03-16T15:43Z [---] followers, [----] engagements

"@hann58445 At its face I also prefer not to be diluted. RIG restructured out of court over years equity got diluted. The alternative (as seen with peers) is to file Ch11 equity gets zeroed"
X Link 2025-03-17T13:59Z [---] followers, [---] engagements

"This pattern repeats time and time again Great quote by Seth Klarman (Preface to the 7th edition of Security Analysis) on many value investors' insistence on catalysts: Not many want to buy a stock if the next few quarters look disappointing since stocks that fail to beat Wall Streets quarterly estimates are Great quote by Seth Klarman (Preface to the 7th edition of Security Analysis) on many value investors' insistence on catalysts: Not many want to buy a stock if the next few quarters look disappointing since stocks that fail to beat Wall Streets quarterly estimates are"
X Link 2025-03-19T23:08Z [---] followers, [---] engagements

"Evolution of Cooperation (Marathon Asset Management February 2004): Re: Consolidation oligopoly pricing power"
X Link 2025-03-19T23:41Z [---] followers, [---] engagements

"@TeddyGambino Still follow NCSM"
X Link 2025-03-28T15:26Z [---] followers, [--] engagements

"Bob Robotti on value traps inflection points and long runways. $FPH https://youtu.be/1WlQ0wanEfgfeature=shared https://youtu.be/1WlQ0wanEfgfeature=shared"
X Link 2025-04-01T00:46Z [---] followers, [---] engagements

"Enjoyed this @TIP_Network podcast with Kuppy. Id say its a must watch for Kuppys thoughts on capital cycles and how this relates to the offshore space (among others). Maybe too early to tell but as mentioned the midcycle fluctuations he describes seems to have taken a turn for the better as seen yesterday with Valaris DS-10 signing a strong 2Y mid-2026 contract. Maybe the cycle isnt over just yet $RIG $VAL $SDRL $BORR $NE $OIH https://youtu.be/nIY8f6jaqYosi=UGvXtI5WDwrZaOHa https://youtu.be/nIY8f6jaqYosi=UGvXtI5WDwrZaOHa"
X Link 2025-04-01T22:16Z [---] followers, [---] engagements

"@NuggetCapital Maybe Canadian REITs will finally have their day in the sun"
X Link 2025-04-02T23:06Z [---] followers, [--] engagements

"If you know what you own and take a long-term view you will come to appreciate days like these. Instead of panicking about tariffs Trump and the selloff ask yourself: where will the underlying businesses in my portfolio be in [--] months"
X Link 2025-04-03T15:29Z [---] followers, [---] engagements

"Highly recommend anything that @saifedean puts out - these three books are must reads. Thought provoking and worldview-changing. Looking forward to The Gold Standard"
X Link 2025-04-03T16:48Z [---] followers, [----] engagements

"@saifedean Thank you"
X Link 2025-04-03T17:40Z [---] followers, [--] engagements

"Liberation Day fallout: lots on sale"
X Link 2025-04-03T20:09Z [---] followers, [---] engagements

"Where will the S&P [---] be at the end of [----] [----] 5000-6000 [----] [----] 5000-6000 5000"
X Link 2025-04-04T15:30Z [---] followers, [---] engagements

"Looking back in time today at Global Marine briefly after it emerged from bankruptcy in [----]. The buildout for 3rd Gen ships was the second largest in terms of % of the total fleet (2nd Gen remains largest). Oversupply combined with falling oil prices led to terrible industry conditions; but with no new builds entering the market for nearly five years and significant attrition and restructuring conditions began to turn. From 1992-1996 Global Marine with a focus on deepwater and premium jackups saw its revenue triple while its operating income was up nearly 30x. Day rates doubled from [----] to"
X Link 2025-04-04T18:23Z [---] followers, [---] engagements

"If someone can find reliable share price data from this period after Global Marine emerged from bankruptcy it would be much appreciated"
X Link 2025-04-04T18:24Z [---] followers, [---] engagements

"@GrtMarc @PerpetualValue Why are $RIG unsecured trading stronger than $BORR secured"
X Link 2025-04-04T21:23Z [---] followers, [---] engagements

"@PerpetualValue @GrtMarc Agreed generally but need more evidence in this case. Take $RIG secured vs $NE mentioned above - $250m vs $155m per rig obv big relative difference but is $250m on its own unsustainable against the assets backing it $7bn not a high absolute number - just high relative to peers"
X Link 2025-04-04T21:34Z [---] followers, [---] engagements

"@PerpetualValue @GrtMarc Yes no disagreement here. Amortization and maturities of $715m this year and around the same in [----] - do you think they will struggle dealing with that"
X Link 2025-04-04T22:09Z [---] followers, [---] engagements

"Yes. My point is cash flows + cash on hand should be able to deal w upcoming payments. Risk is if management decides to default on any one of these in the meantime in order to get out from under the burden - I just dont think the burden is as crushing as suggested hence what reason to do that Made it through the trough of the cycle now time to organically deleverage - restructuring occurred out of court same time as the peers were filing in court. Please correct me if im wrong - or maybe too dumb to understand lol"
X Link 2025-04-04T22:28Z [---] followers, [---] engagements

"@PerpetualValue @GrtMarc how did it work out"
X Link 2025-04-04T23:08Z [---] followers, [--] engagements

"The $SBGI Executive Chairman just bought another $3.7m in the open market bringing his total purchases since March [--] to nearly $11m. Interesting setup with broadcasters on the brink of significant deregulation. $SSP $NXST $VOX"
X Link 2025-04-07T21:00Z [---] followers, [---] engagements

"$RIG vs $VAL $xle $xop $oih Energy services/OFS multiples via JPM with lots of double-digit FCF yields including 20%+. The market likely doesn't believe the turmoil from the past couple weeks has been fully reflected in the analyst estimates otherwise these valuations make no sense 🤷♂ https://t.co/0aIAz211pY $xle $xop $oih Energy services/OFS multiples via JPM with lots of double-digit FCF yields including 20%+. The market likely doesn't believe the turmoil from the past couple weeks has been fully reflected in the analyst estimates otherwise these valuations make no sense 🤷♂"
X Link 2025-04-23T01:16Z [---] followers, [----] engagements

"@NStepmum Just when I thought they couldnt fall any further"
X Link 2025-04-23T17:01Z [---] followers, [----] engagements

"In my opinion its time to reassess how you think about jurisdictional-risk. This theme is becoming more commonplace across jurisdictions that just a decade ago were considered safe for natural resource (and really all) investment. I am first and foremost a business analyst but I also understand the role that regulation and politics play in capital growth and economic prosperity. Governments job is to put the conditions in place (usually by getting out of the way) to allow businesses to flourish. In Canadians electing yet another Liberal-NDP government - the Laurentian East clearly has no"
X Link 2025-04-29T19:47Z [---] followers, [---] engagements

"Shareholder returns were supposed to be the benefit of having no debt. Pro-cyclical management buys shares at the top and refuses to buy back stock at the lowest prices since emerging from Ch11. $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 https://t.co/1q0ja0uHQd $VAL 1Q25 EBITDA $181mm beat $156mm cons est Strong free cash flow in the quarter but no share repurchases"
X Link 2025-05-01T19:14Z [---] followers, [----] engagements

"Meanwhile $RIG pays off $210m of debt in the quarter. Fleet/backlog = best in class"
X Link 2025-05-01T19:17Z [---] followers, [---] engagements

"https://www.fitchratings.com/research/sovereigns/spending-promises-may-compound-canadas-fiscal-challenges-29-04-2025 https://www.fitchratings.com/research/sovereigns/spending-promises-may-compound-canadas-fiscal-challenges-29-04-2025"
X Link 2025-05-02T04:57Z [---] followers, [---] engagements

"@smallcap_stonks 😂"
X Link 2025-05-02T14:33Z [---] followers, [--] engagements

"Totally agree first priority is to make sure you dont blow up company. Management really couldnt have known that the share price would get this low either. My problem is more with the tendency towards pro-cyclicality with buybacks. Given the opportunity set of offshore cos I just have a preference which type of model id like at present. With $RIG management is effectively forced/incentivized to deleverage no messing around with trying to time the market. Equity gets their shareholder returns and creditors also happen to be better off. Protects the downside while simultaneously providing"
X Link 2025-05-02T17:46Z [---] followers, [--] engagements

"Insider buying across the offshore space continues with the long awaited $RIG insider buy which was filed yesterday by Director Vanessa Chang. This follows the $VAL and $NE insider buys that took place earlier this year. $OIH $SDRL @hkuppy @ICBarrett"
X Link 2025-05-03T23:44Z [---] followers, [----] engagements

"@DavidTaggart @hkuppy @ICBarrett Lol yes. Would be nice to see some bigger buys here soon"
X Link 2025-05-03T23:55Z [---] followers, [---] engagements

"@ICBarrett @GuitarBarr @DavidTaggart @hkuppy Changs buys are historically smaller but appear well timed - flicker of hope"
X Link 2025-05-04T17:25Z [---] followers, [--] engagements

"Both $NE's Noble Viking and $RIG's Transocean Spitzbergen had options exercised today for contract continuation into Q4'25 and Q1'26 respectively. https://investor.deepwater.com/news-releases/news-release-details/transocean-ltd-announces-exercise-100-million-option-harsh https://investor.deepwater.com/news-releases/news-release-details/transocean-ltd-announces-exercise-100-million-option-harsh https://investor.deepwater.com/news-releases/news-release-details/transocean-ltd-announces-exercise-100-million-option-harsh"
X Link 2025-06-04T21:56Z [---] followers, [----] engagements

"Some interesting real-asset opportunities are lurking in REIT-land. Well-situated office and hotel properties can have significant pricing power and certain markets New York Class A have been significantly under built in recent years. $VNO $HPP $DESK Q1 CC h/t @KonekoResearch"
X Link 2025-06-10T01:42Z [---] followers, [----] engagements

"Incremental demand Ultra deepwater Brazil. Valaris DS-15 currently working on this project. $RIG $VAL $OIH $NE $SDRL"
X Link 2025-08-04T15:44Z [---] followers, [----] engagements

"Inflection point $TROX $CC $KRO"
X Link 2025-08-20T15:01Z [---] followers, [----] engagements

"The best time to buy cyclicals is during industry downturns. Find industries where: - Analysts are bearish - Companies are going bust - Valuations appear expensive - Supply is being curtailed The chemicals industry faces this landscape specifically the TiO2 producers. I highlighted these points in my substack post on $TROX but worth reiterating. At present: - Analysts remain bearish (see image) even as insiders loaded up near the August lows. - Marginal producer $VNTRF just put their UK sub into administration and is looking to sell these facilities - the company is burning lots of cash even"
X Link 2025-09-08T19:26Z [---] followers, [----] engagements

"Perhaps notable that SVP Marketing/Contracts and SVP Operations at $NE along with $VAL COO all sold around 1/3rd of their stock during mid September. Plus $RIG offering optics as buying them some time Reading into it too much or are offshore cos looking at some underwhelming contracting coming up Looking for the bear case"
X Link 2025-09-27T03:53Z [---] followers, [---] engagements

"Just now seeing the spectacular move by $METC the past few months. Old mines sitting on loads of the latest thing aka rare earths. Similar situations at lots of mines where rare earths were ignored or even disposed of as a waste product. https://www.cnbc.com/amp/2025/05/13/how-this-coal-company-could-help-break-us-dependence-on-china-for-rare-earths.html https://www.cnbc.com/amp/2025/05/13/how-this-coal-company-could-help-break-us-dependence-on-china-for-rare-earths.html"
X Link 2025-10-11T01:47Z [---] followers, [---] engagements

"Amidst the latest market fad of pre-revenue junior rare earth explorers there are still unique opportunities for value-oriented investors. Free to read on my blog. Link in bio. $SBSW $METC $TROX $ILU.AX $LRM.AX"
X Link 2025-10-16T02:42Z [---] followers, [---] engagements

"Interesting: https://pricedingold.com/sp-500/ https://pricedingold.com/sp-500/"
X Link 2025-10-16T21:36Z [---] followers, [---] engagements

"Venator $VNTRF selling Greatham assets (150k tpa nameplate capacity) to LB Group. https://www.yicaiglobal.com/news/chinese-titanium-dioxide-giant-lb-to-buy-bankrupt-venators-uk-plant-for-usd70-million https://www.yicaiglobal.com/news/chinese-titanium-dioxide-giant-lb-to-buy-bankrupt-venators-uk-plant-for-usd70-million"
X Link 2025-10-18T20:08Z [---] followers, [---] engagements

"From [----] Venator presentation. Consolidation is a key driver of future pricing power. $VNTRF $CC $KRO $TROX"
X Link 2025-10-18T20:11Z [---] followers, [---] engagements

"Of larger producers: Chemours Tronox and LB lower cost. Venator and Kronos slightly above. Large amount of smaller Chinese producers are unprofitable (high cost low quality operations). Some closures in [----]. China difficult to do calcs on. Tronox (company numbers) saves couple hundred $/ton through vertical integration"
X Link 2025-10-18T21:00Z [---] followers, [---] engagements

"$NOV earnings call highlighted the potential of future offshore exploration activity along with shifting economics re: onshore vs. offshore: Simply put we believe that deepwater broadly has brought marginal costs below North American shales and it is now winning the marginal cost horse race. This is a big deal. We believe this inflection this leadership change will drive many more investment dollars into deepwater in the coming decade to satisfy growing global energy demand. Evidence of this is apparent in exploration success stories in new basins in Guyana Suriname Namibia Senegal the"
X Link 2025-11-02T20:15Z [---] followers, [----] engagements

"Transocean $RIG highlighted a similar theme in their Q3 call. Exploration activity coming back could be the utilization tipping point for a day rate inflection in 2027-28"
X Link 2025-11-02T20:15Z [---] followers, [----] engagements

"Not out of the woods yet - but getting closer Q3 earnings next couple of days will hopefully provide more insights. $TROX $CC $KRO https://www.alchempro.com/industry-article/11005/titanium-dioxide-prices-in-china-steady-after-mid-2025-downturn https://www.alchempro.com/industry-article/11005/titanium-dioxide-prices-in-china-steady-after-mid-2025-downturn"
X Link 2025-11-05T21:07Z [---] followers, [---] engagements

"Good stuff from @Jon_Costello_ . TiO2 biz is beaten up and deeply out of favour. Positive catalysts and significant supply attrition in last two years may be signs of an approaching inflection. $TROX covered on my substack back in August. $CC $KRO $VHI We think the specialty chemical sector is one of the most beaten-up sectors in the market. @Jon_Costello_ goes into the macro in his latest piece. $CC $KRO $TROX $ASIX https://t.co/C8kWqaySSH We think the specialty chemical sector is one of the most beaten-up sectors in the market. @Jon_Costello_ goes into the macro in his latest piece. $CC"
X Link 2025-12-03T03:58Z [---] followers, [---] engagements

"Ancient history $RIG $VAL $NE $OIH https://youtu.be/1npMIBe2JkUsi=DvUhBnFZMKwF8PCZ https://youtu.be/1npMIBe2JkUsi=DvUhBnFZMKwF8PCZ"
X Link 2025-12-03T21:48Z [---] followers, [---] engagements

"Our goal is to find investments in depressed industries at positive inflection points in the capital cycle and in sectors with benign and stable supply side fundamentals. - Marathon Asset Management Capital Returns What comes to mind"
X Link 2025-12-14T15:56Z [---] followers, [---] engagements

"I dislike the rare earth buzzword as much as the next guy but there might just be some value to owning vast tracts of mineral sands (which happen to contain extensive rare earth bearing rock). In $TROX case - come for the market-dismissed TiO2 biz and stay for the massive (among the largest) reserves of rutile Ilmenite and monazite (cerium lanthanum neodymium and thorium). Wrote about the hidden value of these assets on my blog back in October (free article). DYODD. Energy Fuels $UUUU to acquire Australian Strategic Materials $ASM.ASX at a 121% premium. https://t.co/3yWGmusHr1"
X Link 2026-01-21T15:48Z [---] followers, [---] engagements

"More narrative violations in NYC office. - Flight to quality - Conversions reducing supply From CNBC. $VNO $SLG"
X Link 2025-09-03T23:35Z [---] followers, [----] engagements

"Golden age for USD-denominated debt issuers with real-asset collateral. $RIG $TROX $VNO History unfolding in one chart: The US Dollar to Gold ratio is falling off of a cliff. https://t.co/1OtEXD4RcG History unfolding in one chart: The US Dollar to Gold ratio is falling off of a cliff. https://t.co/1OtEXD4RcG"
X Link 2025-09-05T01:24Z [---] followers, [----] engagements

"$RIG 7G Skyros announces new contract for Q127 at $406k dayrate. Currently doing exploration work off of Ivory Coast at $361k per day until May [----] w/ one well option"
X Link 2025-12-08T22:57Z [---] followers, 18.2K engagements

"We might never need to drill another well again $OIH"
X Link 2025-12-19T18:35Z [---] followers, 18.2K engagements

"Energy Fuels $UUUU to acquire Australian Strategic Materials $ASM.ASX at a 121% premium. https://www.mining.com/web/energy-fuels-to-buy-australian-strategic-materials-in-a-300-million-deal/ https://www.mining.com/web/energy-fuels-to-buy-australian-strategic-materials-in-a-300-million-deal/"
X Link 2026-01-21T15:38Z [---] followers, [----] engagements

"$TROX announces potential deal with US + Australian govts to advance rare earth strategy. Shares up 24% in premarket trading. Read the latest on my substack"
X Link 2025-12-09T14:17Z [---] followers, [----] engagements

"My latest write-up on Tronox Holdings plc has been published on my blog. There has been carnage in the commodity chemicals industry over the past year and titanium dioxide producers have fared no better. Quality assets at a bargain price. Read the article at the link in bio. $TROX $CC $KRO $LYB $DOW $HUN"
X Link 2025-08-12T03:55Z [---] followers, [----] engagements

"New on my blog (link in bio). Energy remains the most hated sector in the world. This does not make it any less essential to modern life. The world is going to need a lot more oil over the next couple of decades - and to meet this demand exploration needs to start today. Offshore drillers stand to benefit from this coming exploration boom. $RIG $NE $VAL $SDRL"
X Link 2025-12-12T06:43Z [---] followers, [----] engagements

"In New York people think a ham sandwich comes from a refrigerator. - Robert Friedland https://youtu.be/eBbZWZexyi4si=Up-ZY8HeTQpZGdsy https://youtu.be/eBbZWZexyi4si=Up-ZY8HeTQpZGdsy"
X Link 2026-01-21T16:04Z [---] followers, [---] engagements

"History rhymes"
X Link 2026-01-24T04:24Z [---] followers, [---] engagements

"RT @QuipusCapital: re: plant closures in chemicals"
X Link 2026-01-28T18:33Z [---] followers, [--] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

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