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@NatgasTurk "Good report overall from $NE: *$254M EBITDA *$139M FCF *$0.5/share in quarterly div *Backlog at $7B excl mob/de-mob with recent fixtures in low $400K/d for 7G rigs *JU Reacher sold for $28M Backlog to keep NE's div going until dayrates go higher again. $RIG $VAL $SDRL $TDW"
X Link @NatgasTurk 2025-10-27T20:21Z 1372 followers, 4096 engagements

"Good Q3 report from $VAL: * $163M EBITDA * $237M ($198M) in FCF (including sale of JU Valaris 247) * $75M (likely 1.2-1.4M shares) repurchased * All X 7G DS that had near term availability now contracted and advanced talks regarding H2 2026 available rigs ongoing. $RIG $NE $SDRL"
X Link @NatgasTurk 2025-10-29T20:36Z 1370 followers, 6325 engagements

"Geoscience provider Viridien $VIRI.PA reports a strong quarter and pick-up in activity from the E&Ps leading to a XX% YoY revenue increase. VIRI's services are the first step in the exploration process. Another sign of coming tailwinds for the drillers. $RIG $VAL $NE $SDRL $TDW"
X Link @NatgasTurk 2025-10-31T10:04Z 1372 followers, 1377 engagements

"@TommyDeepwater There is likely a reason why John Fredriksen decided to invest in $VAL instead of in his old baby $SDRL (which he practically built) after both came out of C11. Mgmt started out right with the purchase of Aquadrill and the divestments but since then it's been no bueno"
X Link @NatgasTurk 2025-11-06T21:39Z 1372 followers, XXX engagements

"@TommyDeepwater Btw don't they have a CJ70 JU in Norway still drilling with ConocoPhillips that has a contract running to 2026 but with options to continue to 2028 Might be why they talk NCS capex"
X Link @NatgasTurk 2025-11-06T21:44Z 1373 followers, XXX engagements

"@MashReez That one they've had for long they just renewed it. What really matters is if they actually use it and purchase outstanding shares or not. Since the end of June they have not repurchased a single share"
X Link @NatgasTurk 2025-11-10T23:41Z 1372 followers, XXX engagements

"Dirt cheap $SMHI (Seacor Marine) sells X liftboats (non-core assets) for $76M retains XX modern PSVs (younger + more high-spec fleet than ex $TDW) X liftboats and XX FSVs. SMHI market value is about $150M with further $310M in net debt. Likely selling to become takeover target"
X Link @NatgasTurk 2025-08-07T16:40Z 1373 followers, 2628 engagements

"Micro cap Drilling Tools International $DTI with an MC of $72M (net debt of $47M) guides to deliver 15-19M in FCF this year (EBITDA of 32-42) even with the low amount of rigs drilling globally. In Q3 they reduced net debt with $8.9M and repurchased XXX% of shares outstanding"
X Link @NatgasTurk 2025-11-06T21:33Z 1373 followers, XXX engagements

"$TDW Q3 ok but not more. Interesting is the lack of share repurchases in the quarter even though the cash position now is $428M (FCF of $83M in Q3) with no near term debt amortizations. Therefore likely gearing up for an acquisition. $DOFG.OL $SMHI $SOFF.OL $SEA1.OL"
X Link @NatgasTurk 2025-11-10T21:50Z 1373 followers, 2295 engagements

"@100xCompounding $TDW has also clearly said in calls/interviews that the aim of their M&A is to lower the average fleet age by buying younger high-spec ships. Buying Hornbeck would instead increase the average fleet age"
X Link @NatgasTurk 2025-11-11T17:28Z 1373 followers, XXX engagements

"@offshoremayor Interesting the speculation I have heard is that they're or have been looking at Seacor $SMHI to get a hold of their modern PSVs (7y old on average). Seacor currently has a MC of about $200M so even with a XX% premium $TDW can buy them outright using XX% of their existing cash"
X Link @NatgasTurk 2025-11-12T00:08Z 1373 followers, XXX engagements

"@offshoremayor Do you know the approximate average age of Harvey's fleet Listened to a chat with $TDW CEO where he was explicit that a key goal with their M&A efforts would be to lower their average fleet age"
X Link @NatgasTurk 2025-11-12T00:13Z 1373 followers, XXX engagements

"@offshoremayor Interesting looking fairly quick at their webpage (i.e not creating a spreadsheet with all the vessels) their fleet overall seems to be fairly modern (most larger PSVs are 2014 and newer) plus most (all) Jones Act classified"
X Link @NatgasTurk 2025-11-12T00:34Z 1373 followers, XX engagements