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@Armin_Hartl Avatar @Armin_Hartl Armin Hartl

Armin Hartl's recent activity seems to be focused on analyzing and sharing insights about various stocks. There is no clear indication of a specific event or development directly related to Armin Hartl. However, he appears to be researching and commenting on companies such as $ROOT, $HCC, and $VAL.

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Followers: XXX #

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Social Influence

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

Social topic influence $val #7, $rig #7, $ne #359, $borr #5, $sdrl #2, rig #251, $prxas #3, $amr 14.71%, tencent #153, $hcc XXXXX%

Top accounts mentioned or mentioned by @pwc @jsmith8286 @elitefinpt @kpmg @deloitte @eynews @mckinsey @bcg @hkuppy @mohnishpabrai @prosusgroup @bullreturns @nativistconcern @oldeconjunkie @icbarrett @t_stock88 @kimsin6

Top assets mentioned Validity (VAL) Transocean LTD. (RIG) Noble Corporation (NE) Borr Drilling Limited (BORR) Seadrill Limited (SDRL) Alpha Metallurgical Resources, Inc. (AMR) Warrior Met Coal, Inc. (HCC) Ramaco Resources, Inc. Common Stock (METC) Cornerstone Building Brands, Inc. (CNR) Netflix Inc (NFLX) Paramount Skydance Corporation Class B Common Stock (PSKY) BP p.l.c. (BP) Convex Finance (CVX) Apollo Global Management, Inc. (APO)

Top Social Posts

Top posts by engagements in the last XX hours

"The UK government committed 39bn to social and affordable housing over XX years up from the 11.5bn programme in an attempt to increase their share of building to historical levels. Builders like $VTY.L might be huge beneficiaries from increased spending. $TW.L $BTRW.L $PSN.L"
X Link 2025-09-11T14:40Z XXX followers, 1062 engagements

"@PwC analysed the European airport transactions showing increasing multiples from 2000 to 2018. Does anyone have an updated version/alternative source up until 2024 The more granular the better. $TAVHY $FGWLF $FHZN.SW $ADP.PA @KPMG @Deloitte @EYnews @McKinsey @BCG"
X Link 2025-09-17T07:51Z XXX followers, XXX engagements

"@PwC analysed the European airport transactions showing increasing multiples until 2018. Does anyone have an updated version/alternative source up until 2024 The more granular the better. $TAVHY $FGWLF $FHZN.SW $ADP.PA"
X Link 2025-09-17T07:54Z XXX followers, XXX engagements

"$TCEHY announced XX% revenue growth margin expansion and share repurchases amounting to HKD21.1bn (0.4% of mkt cap). $PRX.AS the dutch internet holding owning XX% of Tencent - making up the vast matority of its NAV - is up X% on the news"
X Link 2025-11-13T08:59Z XXX followers, XXX engagements

"With all the AI discussions going on I'm quite happy to have a somewhat boring portfolio containing names like Prosus $PRX.AS. Shares are up more than XX% YTD and the value is growing double digits while the P/E (LTM) sits at 13x. I prefer this all the way to AI speculations"
X Link 2025-11-20T12:34Z XXX followers, XXX engagements

"$AMR announced 2026 domestic sales commitments. 3.6mt to be sold at an average price of 136.75/t a XX% reduction vs. 2025 levels (as per Q3-25). Nevertheless this price is above realization for the last X quarters locking in XX% of 26E total shipments at a margin of 27%"
X Link 2025-11-26T05:18Z XXX followers, XXX engagements

"Youre intuition as investor cant be too bad if Charlie Munger had an interest in one of your investments. Whether you found it yourself or cloned the idea pulling the trigger nevertheless requires conviction. $AMR $HCC $METC $CNR"
X Link 2025-11-27T15:08Z XXX followers, XXX engagements

"Met coal prices gained to nearly 200/t amid low liquidity as per the coal hub. India SEA and NA demand is expected to increase further bolstering prices. $HCC $AMR"
X Link 2025-12-02T12:30Z XXX followers, XXX engagements

"Struggling to find good tech investment ideas $PRX.AS stake in Tencent is worth EUR XX vs. current price of XX. On top you get an basket of EM AI-enabled cashflowing commerce businesses and the largest share buyback of any tech firm. Tencent itself is not even expensive"
X Link 2025-12-03T13:12Z XXX followers, XXX engagements

"*Met coal miners and offshore drillers $AMR $HCC $VAL $RIG $NE"
X Link 2025-12-04T11:54Z XXX followers, 5527 engagements

"$PRX.AS quaterly NAV plus yesterday. The discount is widening again. You can buy $TCEHY at a XX% discount and get 500m in RR EBIT from fast growing e-com businesses on top. Tencent itself doesn't even trade expensive. @Prosusgroup pls ramp up buybacks w/o selling Tencent🙏"
X Link 2025-12-05T13:37Z XXX followers, XXX engagements

"Lets keep those contracts coming Im long $VAL mainly because of the drillships but a ramp-up in jackup demand is more than welcome too"
X Link 2025-12-05T16:07Z XXX followers, XXX engagements

"Rising operationsl costs/inflation and contractor availability are among the top challenges for offshore drilling as per an Offshore reader poll (most participants were in management and consulting roles). The sound of music in my ears $VAL $RIG $NE $SDRL $BORR"
X Link 2025-12-06T15:05Z XXX followers, XXX engagements

"SEA is expected to award USD 37bn in new offshore contracts. Global EPCI spending is projected to reach USD 310bn cumulatively through 2029with APAC accounting for XX% of this spend. Indonesia and Malaysia are the main drivers in the region. $VAL $RIG $NE $SDRL $BORR"
X Link 2025-12-07T12:00Z XXX followers, XXX engagements

"Streaming will become very expensive very soon $PSKY makes $XXXXX billion hostile bid for Warner Bros Discovery after $NFLX bid of 82.7bn. The new bid offers a premium of XX% over Netflix' offer a rather sizable increase"
X Link 2025-12-08T15:11Z XXX followers, XXX engagements

"$VAL $RIG and $NE were on a tear yesterday. Quick reminder about their relative valuations. Dayrates are still in the 400s and need to at least double before new ships can be orders. That's pure incremental profit. These assets are vital for global economy as we know it"
X Link 2025-12-04T14:01Z XXX followers, 3825 engagements

"Offshore EPC awards are expected to grow by XX% in 2026 totalling 61.6bn. $VAL $RIG $NE $SDRL $BORR"
X Link 2025-12-07T15:45Z XXX followers, XXX engagements

"Drillers are in a weird situation. I've heard no valid argument why the fundamental thesis on $VAL $RIG $NE etc. were to be false yet most drillers trade at a massive discount. We can argue about timing and which stock is best positioned but hard to refute the general thesis"
X Link 2025-12-08T11:18Z XXX followers, 4217 engagements

"Projections for offshore rig surplus look promising for the next two years. An updated estimate for jackups after the Aramco rumours would be interesting tho. $VAL $RIG $SDRL $NE $BORR"
X Link 2025-12-06T11:30Z XXX followers, 1571 engagements

"Global offshore rig utilisation and contracted rig years decreased in November. Nothing to worry about yet but curious when the reflection upwards will materialize in utilisation. $VAL $RIG $NE $SDRL $BORR"
X Link 2025-12-07T19:00Z XXX followers, XXX engagements

"Met coal prices inched above 205USD/t the highest level since December last year as per the Coal Hub. $AMR $HCC $METC"
X Link 2025-12-09T16:08Z XXX followers, XXX engagements

"It always amazes me that firms like Westwood and Esgian publish research on the rig market for free You don't need HF money or several hours per week to quantify how your fundamental thesis plays out. Play it smart and use their stuff (cross-check obvs.) $VAL $RIG $NE $SDRL"
X Link 2025-12-10T11:02Z XXX followers, 1817 engagements

"The first round of O&G drilling rights in the GoM concluded. The auction ended with 279m in high bids generating 100m less than last lease sale in 2023 but more per acre. $BP $WDS.AX and $CVX have dominated bidding"
X Link 2025-12-11T05:25Z XXX followers, XXX engagements

"Prosus $PRX.AS trades at 8.5x P/E and XX% discount to NAV despite having Tencent embedded. Investors get: - Tencent at XXXX% discount 14.6x P/E - 1.1bn in EBITDA for free on top (FY26E) - Ecosystem growth of XX% - Buybacks Tencent has a huge moat growth and ROCE of 47%"
X Link 2025-12-11T12:12Z XXX followers, XXX engagements

"$APO expects a negative 10-year annualized return based on historical forward P/E ratios for the S&P XXX. There has been only one data point where a similar P/E resulted in positive returns of 4%. History doesn't repeat but it rhymes"
X Link 2025-12-11T14:25Z XXX followers, XXX engagements