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@ICBarrett Yeoman of Ivy Grottage
Yeoman of Ivy Grottage posts on X about $rig, $val, $ne, $sdrl the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +9.20%
Mentions: X #
- X Week XX -XX%
- X Month XX +5.60%
- X Months XXX -XX%
- X Year XXX +40%
Followers: XXXXX #
- X Week XXXXX +0.49%
- X Month XXXXX +0.18%
- X Months XXXXX +17%
- X Year XXXXX +44%
CreatorRank: undefined #
Social Influence #
Social category influence cryptocurrencies XXXX% countries XXXX%
Social topic influence $rig #20, $val #32, $ne #560, $sdrl #6, $oih 2.3%, $200k 2.3%, $635k 2.3%, brazil 1.15%, shell 1.15%, $150k XXXX%
Top accounts mentioned or mentioned by @tommydeepwater @foamontherunway @ultradeep3 @sfarringtonbkc @joncostello @mugsluck @ragingbullcap @jaconet1967 @hfiresearch @energyrealist25 @tylerhardt @fordwealth @mike_oil_invest @fjordphil @sayssimulation @traderferg @texastradman @bankerweimar @athelascapital @guitarbarr
Top assets mentioned Transocean LTD. (RIG) Validity (VAL) Noble Corporation (NE) Seadrill Limited (SDRL)
Top Social Posts #
Top posts by engagements in the last XX hours
"$OIH $RIG $VAL $NE $SDRL This is a terrific chart 👇"
X Link @ICBarrett 2025-10-04T12:53Z 1638 followers, 3865 engagements
"$RIG just has a better / differentiated fleet vs. $NE $VAL & $SDRL: majority of it is not (as) directly affected by competition within 'standard' 7G segment. $NE will have two 7G+ after upgrading them for the (probably worse than they seem) Shell contracts they 'won' from $RIG earlier this year. The 8Gs got a $150k / day premium on initial contracts. Now premium 'reconfirmed' at $200k / day in a soft market. How much more is an 8G rig worth vs. standard high spec 7G when it generates $50-70m in additional cash flow / profit per year over the long run I have long said they will prove to be"
X Link @ICBarrett 2025-10-03T13:19Z 1638 followers, 4459 engagements
"Gold is either going to fall or oil rise - or perhaps more likely some of both. People who sound smart like Doomberg who say 'the world is awash in hydrocarbons' and the blow out of gold / oil ratio is irrelevant fail a basic common sense test. At extreme gold / other real assets prices gold will be converted back into those other real assets: it's just another arbitrage that'll close"
X Link @ICBarrett 2025-10-12T19:26Z 1639 followers, 5680 engagements
"No. $RIG had best contract coverage coming into this 'lull' period. The others are more willing to sign contracts $RIG would not due to their whitespace concerns. Evidence: BP has just taken up one year priced option with $RIG's Atlas at $635k / day (i.e. NO reduction from peak 8G rates a year or two ago) for period 2029-30"
X Link @ICBarrett 2025-10-03T12:46Z 1640 followers, XXX engagements
"@FjordPhil That's more 'pure luck' after you sold your $RIG stock on the recent $XXXX spike. Which god are you praying to (So I can offer some up 😂)"
X Link @ICBarrett 2025-10-13T08:43Z 1639 followers, XXX engagements
"$OIH $RIG $NE $SDRL $VAL Interesting comparison: in same week $NE signs X year extensions for two of its highest spec 7Gs for $422k/day - and $RIG announces one year contract extension (priced option) for Atlas one of its two 8Gs for only X year afterwards for $635k / day. $200k / day is officially the current '8G premium'. Opex likely similar that's $70m / year of additional cashflow (and they have two 8Gs). Significant premium likely to persist in monopoly 20k PSI market - Atlas extension likely tied to BP's Tiber FID (see @TommyDeepwater's post below)"
X Link @ICBarrett 2025-10-03T09:45Z 1638 followers, 2450 engagements