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@boyer_jeremie
"@Secrets4stocks @deyhatemetoo @lasse108 They are currently doing one with Matt Damon"
@boyer_jeremie on X 2025-07-18 13:00:42 UTC XXX followers, XX engagements
"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 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 on X 2025-07-18 18:28:16 UTC XXX followers, XXX 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 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 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 on X 2025-07-19 14:12:02 UTC XXX followers, XX 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; $XXX M liquidity Upside scenarios: +50% / +90% / +130% Dive into the full free report - link in the 1rst comment" @boyer_jeremie on X 2025-07-22 19:59:39 UTC XXX followers, 25.6K engagements
"$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 on X 2025-07-25 19:41:13 UTC XXX followers, 6446 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 on X 2025-07-25 18:30:40 UTC XXX followers, 9056 engagements
"@ohcapideas @maxwellhouse99 Wouldve said the same $TMO $DHR is the way" @boyer_jeremie on X 2025-07-22 00:56:56 UTC XXX followers, XXX engagements
"Valaris added $X B of new contracts in Q1 2025 lifting total backlog by XX% to $XXX B. Multiyear coverage through XX drives cashflow visibility and fuels aggressive returns. #BullishOffshore $VAL" @boyer_jeremie on X 2025-07-18 14:41:33 UTC XXX followers, 3412 engagements
"Keep an eye on the Offshore space. $VAL $NE $TDW are still really cheap vs replacement cost" @boyer_jeremie on X 2025-07-23 01:49:55 UTC XXX followers, 1093 engagements
"Waymo now operates fully driverless rides in Phoenix SF and LA no safety driver no test mode. Yet $GOOGL trades as if its just ads and cloud. Waymos not in the model but its one of the few AV scaling in the real world. Optionality like this rarely stays free. #Waymo" @boyer_jeremie on X 2025-07-25 22:06:41 UTC XXX followers, XXX engagements
"$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 on X 2025-07-19 23:15:50 UTC XXX followers, 3019 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 on X 2025-07-25 19:36:33 UTC XXX followers, 2291 engagements