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@ScolopaxCapital "$NOMD Descheemaeker retires enters Brisby. Clear goal : take back mkt share lost post Covid. Will see what he does with the recently modified mid term guidance. Valuation really low. No brainer"
X Link @ScolopaxCapital 2025-10-10T11:07Z XX followers, XXX engagements

"$VAL CEO Dibowitz at Barclays yday: - DS reactivations : "2028 is a reasonable assumption" Cost "$120-125m on avg for our assets" - Expect 90%+ util rate exiting XX for DS - JU fleet : XX% contracted for XX XX% fo XX - M&A : "We don't need to do M&A but will we Absolutely.""
X Link @ScolopaxCapital 2025-09-03T08:26Z XX followers, 2691 engagements

"$VAL DS-12 back to work in Egypt for BP. Dibowitz hinted for that in early September. Dayrate not that great though high 300s excluding mob fees // 400k$ incl. Previous contract at 425k$ (incl mob)"
X Link @ScolopaxCapital 2025-10-13T12:52Z XX followers, XXX engagements