@Hierony69122434 Avatar @Hierony69122434 Hieronymus_Bosch

Hieronymus_Bosch posts on X about $tdw, $ne, $rig, $borr the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence countries 41% finance 21% stocks 20% cryptocurrencies 11% champions league 5% currencies 1%

Social topic influence $tdw 29%, $ne 14%, $rig 12%, $borr 10%, $tte 8%, $val 6%, sea 6%, $cvx 5%, money 5%, $spmmi 5%

Top accounts mentioned or mentioned by @johnkonrad @100xcompounding @tommydeepwater @icebergresear @ebitdaoperator @anderssjastad @ultradeep3 @upstreamonline @edfin @dpworlduae @christophec1980 @rinotri @eiaenvironment @mcross08 @msh373916531641 @deepoceansearch @jimkchin @natgeodocs @lastbreathmov @chrislemonsdive

Top assets mentioned Tidewater, Inc. (TDW) Noble Corporation (NE) Transocean LTD. (RIG) Borr Drilling Limited (BORR) TotalEnergies SE (TTE) Validity (VAL) Convex Finance (CVX) BP p.l.c. (BP) TMC the metals company Inc. Common Stock (TMC) Seadrill Limited (SDRL) Exxon Mobil (XOM) PolkaBridge (PBR) Spotlight (SPOTLIGHT)

Top Social Posts

Top posts by engagements in the last [--] hours

"We're halfway there. Part two of our second [--] Days of Christmas feature with $WDS in Timor and $NE and $BORR jackup deal. Naga3 was also sold. Oil is back above $60 today we will look at the Dark Fleet next week with a Scooby Doo slant. Intrigued https://bit.ly/4amjiui https://bit.ly/4amjiui"
X Link 2025-12-17T10:31Z [----] followers, [----] engagements

"2026 predictions are here For offshore it is all about the oil price. $XOM has spoken truth to power on Venezuela. It is uninvestible today output will be flat. Geopolitics aids the oil price. Iran could provide the spike. $RIG $NE $VAL $TDW $CVX $TTE https://bit.ly/4jz0fPU https://bit.ly/4jz0fPU"
X Link 2026-01-12T15:23Z [----] followers, [---] engagements

"More PSV sales relevant to $TDW as Adani emerges as a competitor in Africa. $NE sells a jackup to Vietnam highlighting continued UK North Sea weakness. ADES pays more for Shelf. There is a corruption conviction in Baku. $STO.AX falls sharply as bid fails https://bit.ly/4muepBI https://bit.ly/4muepBI"
X Link 2025-09-22T09:27Z [----] followers, [----] engagements

"More attacks on subsea infrastructure in Europe more investment by European navies to protect power and data cables. Also big private sector investment in newbuilds. However what is the US doing No $TDW investment and one private equity player only. https://bit.ly/4qMmlBk https://bit.ly/4qMmlBk"
X Link 2026-02-02T08:43Z [----] followers, [---] engagements

"This week we look at bad news week for @DPWorldUAE and its CEO caught up in scandal ongoing Nigerian corruption trials in the UK and the fiscal stress on Saudi Arabia which now lost the Asian Winter Games. Low oil prices hit the planned Arabian pistes https://bit.ly/4qkZE6b https://bit.ly/4qkZE6b"
X Link 2026-02-09T10:16Z [----] followers, [---] engagements

"@ChristopheC1980 @ri_not_ri Switzerland does not have a monarchy. It is a federal republic"
X Link 2026-02-09T23:13Z [----] followers, [--] engagements

"$TMC is in the cross hairs of @IcebergResear which makes a deep dive into the commerciality of subsea mining. Meanwhile in the USA a major shipbuilding contract is scrapped to save money. not helpful for ambitions to restore American maritime dominance https://bit.ly/4jX4xPS https://bit.ly/4jX4xPS"
X Link 2025-06-18T14:05Z [----] followers, [---] engagements

"$XON leaving $SBMO.AS leaving and finally two imprisoned offshore workers are leaving Equatorial Guinea. Will $CVX be next to go The country needs new exploration drilling and field development as its production plunges. https://bit.ly/3FTjSTH https://bit.ly/3FTjSTH"
X Link 2025-06-24T18:49Z [---] followers, [---] engagements

"Second part of the piece features the ongoing spat between @EIAEnvironment and Perenco one of the world's largest privately-held international oil companies which saw [--] of its staff killed in a horrific blast off Gabon last year. The blame game is on. https://bit.ly/3FTjSTH https://bit.ly/3FTjSTH"
X Link 2025-06-24T18:58Z [---] followers, [---] engagements

"@ebitdaoperator @100xCompounding I have written about Tidewater's dilemma before. Its fleet is on average [--] years old and will cost around $8bn a year to renew so they need to be investing around $600m a year just to stand still. The longer they leave it the bigger the catch up later: http://bit.ly/3Z4LZGe http://bit.ly/3Z4LZGe"
X Link 2025-06-24T19:05Z [---] followers, [---] engagements

"@100xCompounding @ebitdaoperator If you take a 800m2 deck PSV built in [----] (the "mean vessel" in the TDW fleet) you would be looking at $16m-$18m max valuation as a single sale with a big discount if sold in a fleet transaction. There's an auction of Bourbon tonnage by the Chinese bank which I cover next week"
X Link 2025-06-24T20:35Z [---] followers, [---] engagements

"@100xCompounding @ebitdaoperator They are but the bank threw into the auction the Bourbon Rainbow a fully working [----] built PX105 design PSV with 1000m2 of clear deck as a "LOL". So there are [--] crappy laid up ships and one gem. I'm spoiling next week's story"
X Link 2025-06-24T20:45Z [---] followers, [---] engagements

"This week we look at the [--] vessel auction of vessels from the Bourbon #OSV fleet by ICBC. The article which also covers the $TDW earnings report and the currently quieter PSV market - a flat [----] is expected by $TDW. @100xCompounding https://bit.ly/4lRmRLJ https://bit.ly/4lRmRLJ"
X Link 2025-06-30T10:27Z [----] followers, [----] engagements

"@MCross08 It's the industry leader has done a great job of consolidating the industry & raising rates for large PSVs. Strong cashflows dominant market position. However their line on new building costs is discredited and their treatment of seafarers is not great. Management is greedy"
X Link 2025-06-30T11:31Z [---] followers, [---] engagements

"@johnkonrad I am surprised that this surprises you. However the administration did cancel the Huntington Ingalls coastguard cutter contract so technically there are now fewer new ships in the pipeline than there were in January"
X Link 2025-07-02T12:27Z [----] followers, [---] engagements

"@MSh373916531641 @TommyDeepwater @Ultradeep3 Turkish rigs owned by Tpao only drill on Tpao projects. So far they have not been marketed to third parties and have worked entirely in Turkish waters or waters claimed by Turkey. So they will not be offered to Petrobras or $XON"
X Link 2025-07-04T14:51Z [----] followers, [----] engagements

"@TommyDeepwater @Ultradeep3 Is this price correct Parties with knowledge of the situation told me $490 en bloc $245m each"
X Link 2025-07-04T14:52Z [----] followers, [---] engagements

"#Offshoredrilling consolidation. We look at Eldorado and the consequences of the TPAO purchase of deepwater drillships Draco and Dorado for Black Sea ops. Great news for $RIG $VAL $NE $SDRL. Two rigs out the market single player consolidation likely: https://bit.ly/3TY9zko https://bit.ly/3TY9zko"
X Link 2025-07-07T09:17Z [----] followers, [----] engagements

"Part two of rig rolled. $BORR is safe for now after an equity raise stock price same as in [----]. $CDLR.OL in denial about wind farm slowdown and its likely future balance sheet stress and ADES rig sinks in Egypt seven dead. answers as to why needed: https://bit.ly/3U0ZPWB https://bit.ly/3U0ZPWB"
X Link 2025-07-09T09:40Z [----] followers, [----] engagements

"Summer films books. Excellent work from @DeepOceanSearch in finding the iceship Endurance excellent work from @jimkchin and @natgeodocs in making such a powerful movie. We also have @LastBreathMov to recommend @ChrisLemonsDive and horror of Titan sub. http://bit.ly/3Gq4IWd http://bit.ly/3Gq4IWd"
X Link 2025-07-14T09:45Z [----] followers, [---] engagements

"Great work by @ProjectBrazen on the 1MDB scandal exactly what journalism should be. Meanwhile we have some questions on the puff piece in @UpstreamOnline on Sinopacific. High-profile newbuild PSVs AHTS in China with "interesting" context for Mr Liang. https://bit.ly/4lYbwcy https://bit.ly/4lYbwcy"
X Link 2025-07-21T10:37Z [----] followers, [---] engagements

"@thealepalombo Doesn't Ireland have hefty inheritance tax for residents however Pay low income tax when alive lose the gains when you die"
X Link 2025-07-21T22:32Z [----] followers, [---] engagements

"@100xCompounding I agree Noble $NE has played its hand masterfully since emerging from bankruptcy taking over Pacific Drilling Maersk and Diamond consolidating the sector and upgrading its fleet whilst maintaining balance sheet discipline and raising day rates"
X Link 2025-07-23T07:33Z [----] followers, [---] engagements

"@JKempEnergy Per caput numbers in the table would be very insightful. Australia has less than half the population of UK but nearly the same primary energy usage. Saudi Arabian Qatar and UAE per caput figures will be very high"
X Link 2025-07-23T11:05Z [----] followers, [---] engagements

"@cit_keyne @TommyDeepwater The timings and pricings of the $TDW acquisitions has been much better than the timing and pricing of their buybacks. They spent over $40m buying back stock at $80 $90 last year when the stock now trades around $50"
X Link 2025-07-26T22:54Z [----] followers, [---] engagements

"The ICBC auction of the Bourbon fleet largely failed but the one #PSV which sold sold at a price that is supportive to $TDW. Despite the oil price the majors continue their deepwater investment in the Atlantic Basin. $TTE $CVX $E Where is next Guyana https://bit.ly/4l33AWJ https://bit.ly/4l33AWJ"
X Link 2025-07-28T10:37Z [----] followers, [---] engagements

"More developments in the protracted Bourbon / ICBC vessel auctions. Two more ships sold nine reoffered with lower prices and four new ships added to the mix. Likely another [--] to go #PSV #AHTS #offshore. The auction is a benchmark towards $TDW valuation. https://bit.ly/45k6sbU https://bit.ly/45k6sbU"
X Link 2025-08-04T10:33Z [----] followers, [---] engagements

"ADES buying Shelf to create the world's largest driller: https://uk.finance.yahoo.com/news/saudi-rig-group-ades-buy-060023791.html https://uk.finance.yahoo.com/news/saudi-rig-group-ades-buy-060023791.html"
X Link 2025-08-05T07:44Z [----] followers, [---] engagements

"$BP strikes it rich in Brazil. Exploration wins are always good news for $RIG $VAL $NE. $TTE and $SHEL face legal headwinds in South Africa where coal is king; activists are blocking new offshore drilling. Windfarm SOV order book looks too big ICBC news https://bit.ly/419TBrs https://bit.ly/419TBrs"
X Link 2025-08-18T09:42Z [----] followers, [----] engagements

"$TMC is under the spotlight from @IcebergResear as its subsea mining project faces delays and cost increases. We also look at Colombia where $PBR and $NE are working on a major offshore gas project. despite a recent dry hole. It could go either way. https://bit.ly/45yQ4FS https://bit.ly/45yQ4FS"
X Link 2025-08-25T09:35Z [----] followers, [----] engagements

"@IAPonomarenko The difference here is that the entire shale oil economy in the US benefits if Russian oil production and exports are strangled. You think Exxon and Chevron don't want to see the oil price nicely in the $80s and Russian exports down from [---] million bpd to [--] million bpd They do"
X Link 2025-08-30T21:38Z [----] followers, [--] engagements

"@mjillster @SparrowD30034 @IcebergResear Nobody knows; nobody has ever conducted commercial subsea mining in deepwater. $TMC management has a track record of over-promising and under-delivering (and of bankrupting companies). This miner will burn and burn cash for at least three more years. It is a complex big $ project"
X Link 2025-09-11T17:15Z [----] followers, [---] engagements

"@SpencerHakimian These four races are largely irrelevant. The Dems need to make progress in TN MI WI NV PA and GA even FL. They need to win those to win the White House. If the lose the NYC mayoral race then heaven help them"
X Link 2025-10-01T20:14Z [----] followers, [---] engagements

"@johnkonrad Where is the US going to build these magnificent omnipotent new vessels US shipyards cannot even build an icebreaker in less than a decade. Historic battleships were vulnerable to torpedoes and mines add in increased ballistic missiles / drone risk today and its a "no" from me"
X Link 2025-10-07T20:21Z [----] followers, [--] engagements

"@AndersSjastad So is the solution a giant floating transhipment terminal in the middle of the Pacific where the US vessels pick up the containers inbound to US and the Chinese vessels pick up the eastbound boxes"
X Link 2025-10-13T19:50Z [----] followers, [--] engagements

"@AndersSjastad Maybe it is just an opportunity for Japan"
X Link 2025-10-13T19:56Z [----] followers, [--] engagements

"The biggest offshore construction deal in the history of #offshore. $SPM.MI and $SUBC.OL are merging. Success will depend on the cultural fit between the Italian state owned company and Siem's subsea giant. Both CEOs stay on and Subsea7 brand remains too. https://bit.ly/3FbZo7U https://bit.ly/3FbZo7U"
X Link 2025-03-10T09:19Z [----] followers, [----] engagements

"$BORR and Vantage have contracts cancelled because of sanctions. Who knew Fieldwood in MX was tied to Lukoil Bourbon auctions step us a gear $TDW downgraded by DNB. And ASL in SG What a shower. Death toll now [--] in the shipyard blast as per Indo press https://bit.ly/4qtRpGj https://bit.ly/4qtRpGj"
X Link 2025-10-27T09:21Z [----] followers, [----] engagements

"Driller's results for 3Q were positive. [----] looking better for $NE $RIG $SDRL. Mexican payments resuming slowly. $BORR says jackups have bottomd. $TDW reports today as North Sea PSV rates contonue to tank. Britoil on a roll as ICBC auctions continue. https://bit.ly/4nML5XR https://bit.ly/4nML5XR"
X Link 2025-11-10T08:23Z [----] followers, [----] engagements

"Shipping is an industry which needs to put people first. Companies like $TDW and $DOFG.OL pay lip service to their seafarers but redundancy is an ever present danger even in a strong market. More training pushed onto crew but much is of dubious value. https://bit.ly/49Kzqpf https://bit.ly/49Kzqpf"
X Link 2025-12-01T09:36Z [----] followers, [---] engagements

"Our festive [--] Days of Christmas begins with a look at the $RIG market and the likelihood of consolidation in deepwater drilling. $ODL.OL is on a tear as $NOL.OL sells Bollsta. We examine the rise of Dong Fang in TW. Part [--] to follow on 10-12. Enjoy https://bit.ly/44d9XRH https://bit.ly/44d9XRH"
X Link 2025-12-08T10:16Z [----] followers, [----] engagements

"$CMBT has entered the subsea space with a big new order taking it up against $DOF.OL and $SOMA.OL and outside its wind focus for Windcat the ex $SMHI crew business. Our [--] days of Christmas reaches day three with more on @NauticalInst and DP training. https://bit.ly/44mpU8e https://bit.ly/44mpU8e"
X Link 2025-12-10T13:41Z [----] followers, [---] engagements

"RT @Billbrowder: World class trolling. Doesnt get any better than this"
X Link 2025-12-13T16:45Z [----] followers, [----] engagements

"$NE is selling jackups on the sixth day of Christmas We dig into the structure of the deal with heavily indebted $BORR and look at the Greater Sunrise LNG project in Timor Leste. $TTE's move in Namibia to take 40% of Mopane is good for $RIG $VAL demand https://bit.ly/3YrjEsf https://bit.ly/3YrjEsf"
X Link 2025-12-15T08:36Z [----] followers, [----] engagements

"The #Darkfleet #Shadowfleet is in the news with the attack on the Omani flag Qendil in the Med and more reports of suspicious activity in Northern Europe. HAV Shipping has written to us we will publish their defence soon as well as days [--] and [--]. #AHTS https://bit.ly/4p5BiwE https://bit.ly/4p5BiwE"
X Link 2025-12-22T10:59Z [----] followers, [---] engagements

"Merry Christmas. Britoil is emerging as a potent challenger to $TDW in the #OSV space new building ships and buying assets one by one. The US shipbuilding strategy is still not released don't hold your breath. Cold hard reality will beat Maga visions. https://bit.ly/49ahK4v https://bit.ly/49ahK4v"
X Link 2025-12-24T09:58Z [----] followers, [---] engagements

"It's a wrap on the [--] days of Christmas [----]. We cover the Scottish #ferryfiasco $SUBC.OL prospects in [----] and the restructuring of Bourbon. For [--] years $TDW has had the OSV field to itself. Now Bourbon is back with US private equity money. Go FIG DKP https://bit.ly/4sn3fTM https://bit.ly/4sn3fTM"
X Link 2025-12-29T09:51Z [----] followers, [---] engagements

"RT @Number10cat: People fatally shot by UK police in 2024/25: [--] People fatally shot by US law enforcement in 2025: 1280"
X Link 2026-01-08T16:38Z [----] followers, [----] engagements

"We look at where the energy companies are putting their investment dollars. Follow the money. $CVX $XOM $TTE $BP $E. Atlantic and Mediterranean deepwater provides huge exploration and production opportunities for all the majors as Europe diversifies. $RIG https://bit.ly/4qvkdhj https://bit.ly/4qvkdhj"
X Link 2026-01-19T08:42Z [----] followers, [----] engagements

"Undoubtedly the best deal in the history of Tidewater and probably the #offshoreoil industry. Tidewater has bought Swire Pacific Offshore for US$190. Our analysis reveals what a bad deal Swire negotiated and how they left US$200 million on the table. https://www.linkedin.com/posts/bairdmaritime_column-sale-of-the-century-tidewater-buys-activity-6909378165572341760-197Jutm_source=linkedin_share&utm_medium=member_desktop_web"
X Link 2022-03-17T18:19Z [----] followers, [--] engagements

"$TDW said that it wouldn't happen. and now it has First new building AHTS of the new offshore cycle ordered by Vallianz at its Batam yard. [---] tonner DP2 70m LOA. And yes they could build a few PSVs too. Time for some humble pie from Pareto https://bit.ly/3rUazf2 https://bit.ly/3rUazf2"
X Link 2023-10-16T17:53Z [----] followers, 28.9K engagements

"@CorneliaLake Quintin was CEO of $GLF in [----]. rather an ominous sign for $TDW going forward if the going gets tough"
X Link 2023-12-08T20:07Z [----] followers, [---] engagements

"Merry Christmas: from ten AHTS offhire through eleven $HOS ships working overseas to the $TDW fear of newbuildings PSVs realised by Hercules Supply and @ClarksonsGlobal at low low prices in China it's a time to celebrate. @fugro buys two JF PSVs too. https://bit.ly/3RWIDl1 https://bit.ly/3RWIDl1"
X Link 2023-12-26T09:31Z [----] followers, [----] engagements

"$BORR $SHLF $TDW $SBM $SPM This week we look at lowered expectations - with @aramco slashing plans to create an additional 1mmbpd of oil production. This will hit drilling activity in the Kingdom and construction. But how much Harm more likely to ADES https://bit.ly/3SVpGjf https://bit.ly/3SVpGjf"
X Link 2024-02-05T12:42Z [----] followers, [----] engagements

"We also look at Nigeria where reform of the nation's oil & gas sector could be very beneficial to $RIG $BORR $SHLF if new drilling could be encouraged - the dysfunctional administration of the industry means NG output has slumped - majors are leaving because "it's just too hard""
X Link 2024-02-05T12:46Z [----] followers, [----] engagements

"Meanwhile shareholders in Ecopetrol $EC have a nice bonus - they are now 19.9% shareholders in offshore construction company $MCDIF after accepting shares as the settlement for the $1 billion Refincar refinery settlement. Will $BP take shares to settle https://bit.ly/3vAhlZe https://bit.ly/3vAhlZe"
X Link 2024-04-01T09:22Z [----] followers, [----] engagements

"@olvehe Never saw this coming too. As usual the minority shareholders are not consulted as "the majority of shareholders" which presumably includes one of the related parties to the deal have decided for them. $SOFF.OL showed the way in related party deals now $SIOFF is following"
X Link 2024-04-06T12:14Z [----] followers, [---] engagements

"@TommyDeepwater Presumably $NE plans to use the extra debt raised for something. buying something like The Awilco units from in Keppel / Seatrium reactivation of the Meltem / Sirocco against a Brazilian contract or bigger dividends and stock buybacks What will it be"
X Link 2024-08-09T07:00Z [----] followers, [---] engagements

"@ed_fin @StevenW72166200 $SMHI never went bankrupt worked hard to keep equity holders intact whereas $TDW flamed out and went completely bust. As a result Seacor is a less flashy than $TDW and is still paying off its debts from pre-2020. The CEO does Marine Money conferences"
X Link 2024-08-09T15:57Z [----] followers, [---] engagements

"@TommyDeepwater Actually the well to watch sooner than $TTE Tamboti in Namibia is $XON Arcturus-1 probe in Block [--] in the Namibe Basin in Angola currently being drilled by $VAL drillship DS-9. This is first well in a deepwater basin analogous to neighbouring Namibia and Brazil. Results soon"
X Link 2024-10-05T15:52Z [----] followers, [---] engagements

"@TheDriller11 COSL is simply warehousing the rigs in China. They may drill some make work wells domestically but they will be either sold or chartered internationally when the market recovers. This capacity is not going away"
X Link 2024-12-13T21:33Z [----] followers, [---] engagements

"Will $TDW $RIG $NE seize the opportunity afforded by President Trump's order not to enforce the Foreign Corrupt Practices Act and start handing out bribes We think not. Nobody wants a return to the wild west of 1970s big oil when corruption was rampant. https://bit.ly/41mHbx6 https://bit.ly/41mHbx6"
X Link 2025-02-17T10:37Z [---] followers, [---] engagements

"$TDW is only the largest in a constellation of OSV operators. Using data from Seabrokers we review the latest sale and purchase info. $SMHI continues to sell vessels and Mexico remains in crisis with Cotemar selling [--] OSVs. Sea1 sold [--] big subsea ship. https://bit.ly/43f8SbT https://bit.ly/43f8SbT"
X Link 2025-05-07T10:42Z [----] followers, [---] engagements

"@crudechronicle I am guessing the offshore component has fallen sharply I don't see any drilling off Russia now. The Barents Sea Observer had this piece on Novatek LNG last year https://www.thebarentsobserver.com/arctic-lng/silence-descends-on-belokamenka/103552 https://www.thebarentsobserver.com/arctic-lng/silence-descends-on-belokamenka/103552"
X Link 2025-07-20T20:02Z [----] followers, [---] engagements

"@boyer_jeremie $BORR does not own any deepwater rigs it is a pureplay jackup specialist. $TDW has many idle vessels in its fleet of [---] OSVs. Utilisation in 1Q [--] was 76% 2Q will be similar. There are positive offshore stories but factual mistakes do not help the investment case"
X Link 2025-07-26T21:07Z [----] followers, [---] engagements

"Summer is the season for shopping. $SHLF.OL is on the block with [--] jackups due to be sold to the Saudis. $TDW surges on news it will buy back its own shares great for management not for strategy or the business. And ICBC finds no buyers so prices cut. https://bit.ly/3UkremL https://bit.ly/3UkremL"
X Link 2025-08-11T10:41Z [----] followers, [---] engagements

"It's not over for the ICBC #PSV auctions nor for $TLW.L and its efforts to boost its deepwater production in Ghana with $NE assistance. $TDW has new competition in West Africa & fixes the lowest spot rate in many years as the North Sea spot market falls. https://bit.ly/41ELMui https://bit.ly/41ELMui"
X Link 2025-09-08T09:57Z [----] followers, [----] engagements

"Where are $XON and $CVX when Australia needs them The long-term underperformance at $WDS and $STO.AX is monumental. These Aussie #offshore dogs make $BP look like a star. Meanwhile more corruption found in Baku at state-run Socar. Surprise Part [--] of [--] https://bit.ly/4gIqCBy https://bit.ly/4gIqCBy"
X Link 2025-09-29T10:15Z [----] followers, [---] engagements

"@johnkonrad Some of historical flaws here. EU wanted billions to fight communism you say. but US was in Vietnam not EC. Anarchy between KSA and Kabul but it was USA which voluntarily invaded Iraq and Afghanistan spending billions with Nato support not vice versa. And the Cold War"
X Link 2025-10-18T14:28Z [----] followers, 10.9K engagements

"@johnkonrad Afghanistan was never a British colony. It was a kingdom until [----]. Iraq was under British rule for just [--] years was independent from [----] onwards less time than the US colonised The Philippines (not an imperialist power LOL). French left VN in [----] before the US intervened"
X Link 2025-10-18T17:04Z [----] followers, [---] engagements

"@johnkonrad By the way @johnkonrad check out the Banana Wars history on Wikipedia for some background on US colonialism in Central America and Caribbean. Not an imperialism power really How did Puerto Rico and Hawaii fall under US control By chance or providence https://en.wikipedia.org/wiki/Banana_Wars https://en.wikipedia.org/wiki/Banana_Wars"
X Link 2025-10-18T17:14Z [----] followers, [--] engagements

"@ThatchEffendi Also South East Asian culture. so many uncles and aunties in Singapore and Malaysia"
X Link 2025-10-28T17:21Z [----] followers, [--] engagements

"@FoamOnTheRunway You need to look at book value per share against enterprise value per share (debt plus market cap). $RIG has $4.8bn of long term debt higher than the $4.3bn market cap"
X Link 2025-11-08T14:38Z [----] followers, [---] engagements

"@P_Kallioniemi @PolymarketIntel Belarus Venezuela Cuba and Abkhazia too"
X Link 2025-11-18T14:57Z [----] followers, [---] engagements

"@tradewindsnews @UpstreamOnline @ShippingWatch Are you guys going to do your job Biggest offshore player in Norway (DOF) is laying off [---] mainly British Polish and Croatian seafarers when it is making record profits and you don't cover the story https://bit.ly/4ilC0En https://bit.ly/4ilC0En"
X Link 2025-11-24T23:32Z [----] followers, [---] engagements

"@AndersSjastad @TommyDeepwater @Homervshomer Total has [--] wells planned for Venus development so will need two rigs there are three major packages already tendered pending award on FID"
X Link 2025-12-03T19:27Z [----] followers, [--] engagements

"@johnkonrad When do you think the first Trump class battleship will enter service My money is on [----] at the earliest. How much will it cost Upwards of US$10bn in today's money minimum. Will you own this obvious white elephant then No it will be the admirals' fault DoD lawyers someone"
X Link 2025-12-24T00:00Z [----] followers, [--] engagements

"@jwmort @Vissy_1701 @johnkonrad Lebanon hosts approximately [---] million Syrian refugees making it the country with the highest number of refugees per capita in the world. Most of the rest of the world would not choose to move to Lebanon"
X Link 2026-01-17T14:31Z [----] followers, [--] engagements

"@johnkonrad They had him on the ground. Six agents pinned him down and pepper sprayed him. They disarmed him. They removed his gun from its holster. And THEN they shot him. Ten times. To repeat. AFTER they pinned him to the ground and AFTER they disarmed him they shot him. Ten times"
X Link 2026-01-25T23:13Z [----] followers, [---] engagements

"2026 Budget Bingo #offshore management teams meeting to agree next year's plans. Play our fun and game to see what cost cutting $TDW and $SMHI are planning. Cheaper crew fewer crew deferred overhauls less food quicker dockings Go for it Game on. https://bit.ly/47s2IpC https://bit.ly/47s2IpC"
X Link 2025-11-03T09:35Z [----] followers, [---] engagements

"$TDW $TDW analysis. The company is on the hunt for an acquisition as growth has stalled flat revenue cash piling up on the balance sheet. Will it be Hornbeck as @100xCompounding has suggested Or $SMHI or Harvey Gulf Can they close before Christmas https://bit.ly/48iPxJh https://bit.ly/48iPxJh"
X Link 2025-11-17T08:55Z [----] followers, [----] engagements

"@johnkonrad Because Belgium has long-term private ship-owning families like the Saverys family behind CMB and Exmar. The US has a bunch of short term private equity and public listed shipowners who would sell their grandmothers and flag to Sao Tome if it gave a higher IRR and big bonus"
X Link 2026-01-23T17:01Z [----] followers, [---] engagements

"@lomein5254 @johnkonrad @wmcgurn1959 Of course that is why he was at the debut screening of the Melania film at the White House"
X Link 2026-01-29T00:09Z [----] followers, [--] engagements

"Guess what Petrobras has released a consultation document on the specifications for a future PSV new building contract. When capacity gets too tight the majors turn to long term new builds to create new tonnage. $TDW $HOS"
X Link 2024-01-09T17:18Z [----] followers, [----] engagements

"@ed_fin Curious. We understand that $TDW closed down the Swire Pacific Offshore training centre in Singapore in [----] after Tidewater acquired that company. It is now closed and for sale. This center was dedicated to training OSV crews. Says a lot"
X Link 2024-02-14T18:42Z [----] followers, [---] engagements

"First of a two parter this week. Biggest deal in offshore (and maybe whole of shipping) YTD is DEME buying Havfram's two wind vessels for a big premium & $900m. Great for both parties - less than the price of building one vessel in the USA. That's Part [--] https://bit.ly/43UbzR6 https://bit.ly/43UbzR6"
X Link 2025-04-14T09:18Z [----] followers, [---] engagements

"By the way I don't count Maersk family taking $SVITZR.CO private as a deal as it's a related party transaction. But shrewd of the Moller family to bring this core towing service in house especially after Baltimore Bridge incident and during this trade war. $MAERSK-B.CO"
X Link 2025-04-14T09:29Z [----] followers, [---] engagements

"Stay tuned @BairdMaritime - we have the second part of our Rig Roll piece later this week. We'll be covering $BORR and $CDLR.OL and $2382.SR (ADES holdings). Three of the biggest jackup operators in the world"
X Link 2025-07-08T09:43Z [----] followers, [---] engagements

"Good news for $SPM.MI as Mozambique LNG for $TTE finally gets going again. More shady timing for an unlucky Norwegian ship in the Baltic more Ukrainian attacks on export terminals in Russia including those exporting $CHX crude from Kazakhstan. More ICBC https://bit.ly/3Wliv4o https://bit.ly/3Wliv4o"
X Link 2025-10-01T09:50Z [----] followers, [---] engagements

"$DOF.no is the world's largest subsea company with over [--] LCVs and SSVs. This month despite its record breaking profits and backlog the company launched a major redundancy exercise amongst European seafarers. We also look at $CDLR in wind. On target https://bit.ly/4ilC0En https://bit.ly/4ilC0En"
X Link 2025-11-24T08:26Z [----] followers, [----] engagements

"@TRN57523902 Tidewater and Chouest are the two largest and most capable offshore shipowners in the US so if the US government wanted to be more proactive in this area then these would be logical companies to turn to. Tidewater just fixed an ROV and AHC crane on North Cruys PSV in Norway"
X Link 2026-02-02T22:03Z [----] followers, [--] engagements

"Oil and gas cycles are well established and investors have clear models to use. Offshore wind is a new industry and the patterns are not so clear. $TTE $ORSTED.CO and $VWS.CO all expect higher electricity prices to boost projects. What happens next TBC. https://bit.ly/49J2lH3 https://bit.ly/49J2lH3"
X Link 2024-02-19T08:41Z [----] followers, [---] engagements

"Offshore reporting season kicks off with strong results from $SPM.MI. But the North Sea spot market has turned sour with PSVs stuck at $5K per day. This must have the "grossest man in Greece" spitting tacks. And will $RIG $SDRL merger actually happen https://bit.ly/3Up5mqy https://bit.ly/3Up5mqy"
X Link 2024-10-28T07:43Z [----] followers, [----] engagements

"The [--] days of Christmas continues. $ENI.MI takes more blocks in Ivory Coast - big discovery earlier this year more production coming online w/ $SPM.MI aid. More W2W vessels at Vard - big order book beware Keppel takes back [--] rigs what next $BORR https://bit.ly/3ZHUjvz https://bit.ly/3ZHUjvz"
X Link 2024-12-09T09:01Z [----] followers, [----] engagements

"12 Days of Christmas closes with review of $SHLF.OL rig sale the $EQNR hedge by buying 10% of $ORSTED.CO and why $TDW need not worry about the [--] new building PSVs in Brazil. CMM joins the order book with a $KOG.OL deal. Tidings of comfort and joy https://bit.ly/4fw8JUj https://bit.ly/4fw8JUj"
X Link 2024-12-23T07:59Z [----] followers, [----] engagements

"Is [----] going to be a pause for oil and gas AND for wind $NE will "retire" two laid up drillships Petronas and Repsol are laying off staff and $EQNR and $ORSTED.CO slowing their wind capex. The first SOV to arrive in Brazil is working in oil. for CMM. https://bit.ly/40NqUzH https://bit.ly/40NqUzH"
X Link 2025-02-10T08:08Z [----] followers, [---] engagements

"$E approves Mozambique FLNG Ventura rig extension in Indo and returns to complete Libya well with $SPM.MI rig. Meanwhile China has four high spec semis marketed $RIG $VAL $NE but without manager will not work internationally. Also Erik Prince is back. https://bit.ly/4h5y8Xy https://bit.ly/4h5y8Xy"
X Link 2025-10-06T10:30Z [----] followers, [----] engagements

"Empire of Wind built on Sand An analysis of what the latest news from $ORSTED.CO & $EQNR means for the wind sector. $CDLR is exposed as demand slows whilst $VWS.CO faces Chinese competition building in the UK. Maersk cancellation is a blow to $5E2.SI http://bit.ly/4mUZDUN http://bit.ly/4mUZDUN"
X Link 2025-10-13T09:25Z [----] followers, [----] engagements

"Last year we made [--] predictions for offshore for [----] let's see how we did and let's see if @johnkonrad is willing to make some [----] predictions too. We were right about the #darkfleet wrong about $TDW and mixed on $TTE. We share [----] ideas on [-----] https://bit.ly/4pofexC https://bit.ly/4pofexC"
X Link 2026-01-05T09:38Z [----] followers, [---] engagements

"The Jones Act bans foreign vessels from working the US domestic trade. Is now the time for Europe to reciprocate with bans on American vessels working in the North Sea and the European oilfield Would have a big hit on $TDW but would match America First. https://bit.ly/4bC4SqL https://bit.ly/4bC4SqL"
X Link 2026-01-26T08:54Z [----] followers, [----] engagements

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