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@k_nole11 "Ive been buying $RIG (as well as $VAL) with an eye that the payoff would be a 2027-28 story at the earliest and that we will have a multi year bull market because adding new generation rig supply will take years. $RIG buying time is smart. I plan to add more"
X Link @k_nole11 2025-09-25T11:32Z XXX followers, 3299 engagements

"$RIG management looking really good with the timing of the capital raise to pay off the XX debt. $BORR too just a few months earlier. This analysis also seems consistent with $VALs decision to save cash and not hit the buyback button the last few quarters"
X Link @k_nole11 2025-10-12T18:14Z XXX followers, 1173 engagements

"How many $SOC bulls knew the law was on Sables side because they asked ChatGPT leading questions Or listened to some substack writer who did that"
X Link @k_nole11 2025-10-16T00:15Z XXX followers, 1018 engagements

"$GAU: 1) Has no debt. 2) Production is ramping and costs should be going down. 3) Could be take over target for larger miners who already have projects in the same region. Keep it simple"
X Link @k_nole11 2025-10-08T15:08Z XXX followers, XX engagements

"$VLERF is my 3rd largest position behind $RIG and $VAL. Such an undervalued gem. No debt. Just organically growing and investing at the bottom of the cycle"
X Link @k_nole11 2025-10-09T16:42Z XXX followers, XXX engagements