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@boyer_jeremie Avatar @boyer_jeremie Jérémie Boyer

Jérémie Boyer posts on X about $ne, $val, $borr, $rig the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence cryptocurrencies XXXXX% stocks XXXX% finance XXXX% countries XXXX% technology brands XXXX%

Social topic influence $ne 19.05%, $val #3, $borr 9.52%, $rig 9.52%, $sbsw #1, $sdrl 7.14%, drops 7.14%, $odlol 4.76%, $bbar 4.76%, $bma XXXX%

Top accounts mentioned or mentioned by @tonyforever2003 @lasse108 @secrets4stocks @deyhatemetoo @vikingeyes @nstepmum @cbciza @mihailedideas @gruust @cyclestrategy @100xcompounding @trendbullish @mayele @mrworldwide3056 @alamo23445 @irbezek @seethetrees1 @ohcapideas @maxwellhouse99 @valarian11

Top assets mentioned Noble Corporation (NE) Validity (VAL) Transocean LTD. (RIG) Seadrill Limited (SDRL) Banco Macro S.A. (BMA) dHedge DAO (DHT) JPMorgan Chase (JPM) Tidewater, Inc. (TDW) Corporacion America Airports S.A. (CAAP) Texas Pacific Land, Corp. (TPL) Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Offshore is tightening fast. Jackup utilization: XX% (May '25) Active rigs down XX% since 2014 7th-gen drillships at $650K/day $RIG backlog: $7.9B into 2027 Most investors still arent paying attention. That wont last. $NE $VAL $SDRL $BORR $ODL.OL #OOTT #OilStocks"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-18 16:19:20 UTC XXX followers, 13K engagements

"@NStepmum Yeah my mistake. Maybe its more $470k/ day (Standard 7G) and $482k / day (7G+ / 8G)"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-18 18:28:16 UTC XXX followers, XXX engagements

"@CBCIza For $XX by YE26 youd need roughly $2.12.3B EBITDA or an XX multiple. That likely means Pt $2.2k Rh $10k US PGMs at breakeven Keliber online and buybacks. Our base: $1.51.7B EBITDA at 7.58.5 $1518. So $XX is possible but"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-28 01:14:36 UTC XXX followers, XX engagements

"@mihail_EDideas Same thing tbh $GGAL is a really good option as well but like the dividend in $BBAR even if $GGAL & $BMA might be of greater quality they usually all move very similarly"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-25 15:11:49 UTC XXX followers, XXX engagements

"Offshore drilling thread: 1/11 Offshore drilling isnt just rebounding its entering a structural supercycle. Permanent supply destruction megaprojectscale spending and multiyear backlogs underwrite cash flow visibility like never before"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-21 21:09:34 UTC XXX followers, XXX engagements

"@VikingEyes @lasse108 I think that $DHT might be a better option in term of quality management and efficiency which is why this will be my next research report"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-19 14:12:02 UTC XXX followers, XX engagements

"Shoutout to @irbezek whos been ahead of the curve on Argentina Recently flagged $ARGT and quality names like $CAAP same bullish setup emerging in $BMA and $BBAR"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-21 16:54:26 UTC XXX followers, XXX engagements

"@gruust I agree thats its early and that $LPG & $BWLPG will do better than tankers but u will want to be long tankers in Oct / Nov thats for sure"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-19 12:49:57 UTC XXX followers, XXX engagements

"Is $SBSW still cheap Platinum at $1455 gold at $3386. Hydrogen could XX demand by 2035. Capex down R2B YoY FCF inflecting. Stock at just XXX 2025e earnings. Full report drops Monday on Substack Subscribe free in bio or first comment paid subs help support the work"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-27 03:01:59 UTC XXX followers, 7601 engagements

"Valaris $VAL: Unmatched Deepwater Value Why it stands out: Nextgen 7G/7G+ fleet driving premium dayrates $XXXX B backlog into 2026 Net leverage 1.1; $XXX M liquidity Upside scenarios: +50% / +90% / +130% Dive into the full free report - link in the 1rst comment"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-22 19:59:39 UTC XXX followers, 26K engagements

"@Tonyforever2003 Is it just me or $ANGPY still seems really early compared to $SBSW in term of price upside"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-27 03:16:52 UTC XXX followers, XXX engagements

"$JPM still values $VAL at just $XX barely XXX EV/EBITDA on their own 202526 estimates. This for a company guiding to XX% floater utilization a nearly sold-out 7G fleet no Aramco drag and $500M+ in FCF potential. Valaris isnt overstated the valuation framework might be"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-25 19:41:13 UTC XXX followers, 8062 engagements

"Credit to @Tonyforever2003 for the chart: In the last PGM bull cycle (19982008) $IMPUY ran +9000% in ZAR while platinum rose just +450%. $SBSW didnt exist during the last PGM supercycle. If history repeats it could offer similar upside with operating leverage"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-27 02:51:24 UTC XXX followers, 1976 engagements

"@Tonyforever2003 Will definitely look into it"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-27 03:31:03 UTC XXX followers, XX engagements

"Everyone ignored offshore drilling stocks for years. Now: - $VAL & $NE Record contracts locked through 2027 - $RIG Pricing power accelerating fast - $TDW Fleet fully booked asset values surging - $BORR $SDRL $ODL.OL Deepwater rig shortage driving rates"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-25 18:30:40 UTC XXX followers, 11.5K engagements

"Is $SBSW still cheap Platinum at $1455 gold at $3386. Hydrogen could XX demand by 2035. Capex down R2B YoY FCF inflecting. Stock at just XXX 2025E earnings. Full report drops Monday on Substac1 Subscribe free in bio or first comment paid subs help support the work"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-27 02:30:19 UTC XXX followers, XX engagements

"Hard not to take a closer look at $TPL and $LB at these levels. Both names trading at valuations that price in a lot of pessimismyet fundamentals tell a different story. Long-duration optionality + real assets + margin of safety = compelling setup. Tempting"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-17 17:15:56 UTC XXX followers, 4397 engagements

"@cycle_strategy @lasse108 @Valarian11 @marketplunger1 @Vince_Stanzione @BULLReturns @GoForGrubes2 @James56487175 @pipedreams24 @AlphaArkInvest @mihail_EDideas @trend_bullish"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-27 02:41:19 UTC XXX followers, XX engagements

"@mayele__ Offshore still works at todays rates. Most deepwater projects break even below $40/bbl. Current 7G dayrates are $450k/d still below the $550k+ that starts to strain project IRRs. With only XX floaters delivering annually and XX% utilization operators have little room"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-27 20:37:04 UTC XXX followers, XX engagements

"Offshore drillers are printing cash but the market is ignoring them. $ODL.NO XX% est. XX yield rigs booked thru XX $NE $7.5B backlog $445K/d floaters X% FCF yield $BORR XXXX P/B 25e $141K/d jack-ups No love. No premium. Thats the setup. #OOTT #Offshore #Oil"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-08 14:35:47 UTC XXX followers, 9076 engagements

"Keep an eye on the Offshore space. $VAL $NE $TDW are still really cheap vs replacement cost"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-23 01:49:55 UTC XXX followers, 1113 engagements

"@mayele__ And fair point 2025 FCF is minimal: $530M EBITDA vs. $400M capex. But by 2027 capex drops below $300M and repriced 7G rigs could drive EBITDA to $700750M. That implies $400450M in FCF or 1315% yield on todays $3.1B EV even before any multiple re-rating"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-27 20:38:04 UTC XXX followers, XX engagements

"$DHT is one of the most disciplined VLCC operators still trading below its potential. XX modern ships. XX straight dividend quarters. We break down the full bull case with a $XX PT and clear upside into 2026. Free equity research - link in 1st comment #shipping #Tankers #Oil"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-19 23:15:50 UTC XXX followers, 3037 engagements

"Waymo now operates fully driverless rides in Phoenix SF and LA no safety driver no test mode. Yet $GOOGL trades as if its just ads and cloud. Waymos not in the model but its one of the few AV scaling in the real world. Optionality like this rarely stays free. #Waymo"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-25 22:06:41 UTC XXX followers, XXX engagements

"How does $JPM still have a $XX PT on $NE They model $1.1B in 2025 EBITDA. Thats XXX EV/EBITDA for a rig fleet thats fully contracted asset sales unlocking cash and dayrates rising into 2026. No credit for scarcity no credit for duration no credit for pricing power"
@boyer_jeremie Avatar @boyer_jeremie on X 2025-07-25 19:36:33 UTC XXX followers, 2464 engagements