@ScolopaxCapital Avatar @ScolopaxCapital Scolopax

Scolopax posts on X about $rig, $val, $nomd, $cpri the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

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Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [---] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 35.71% stocks 17.86% cryptocurrencies 12.5% countries 8.93% luxury brands 5.36% fashion brands 1.79% exchanges 1.79% currencies 1.79% travel destinations 1.79% nfl 1.79%

Social topic influence $rig #51, $val 12.5%, $nomd 10.71%, $cpri 8.93%, $tdw 8.93%, business 8.93%, $exor 7.14%, guess 7.14%, $oln 5.36%, rig #110

Top accounts mentioned or mentioned by @speedwellllc @pronkdaniel @billackman @charlesbonnerjr @cornelialake @baddarbraxen @valuedontlie @hierony69122434 @wollyy_ @slckkrpz @negligible_cap

Top assets mentioned Transocean LTD. (RIG) Validity (VAL) Nomad Foods Limited (NOMD) Capri Holdings Limited (CPRI) Tidewater, Inc. (TDW) Olin Corp. (OLN) Borr Drilling Limited (BORR) Noble Corporation (NE) Liberty Global (LBTYA) Westlake Chemical, Corp. (WLK) Tapestry, Inc. (TPR) Scroll (SCR) Montrose Environmental Group, Inc. (MEG) Cenovus Energy Inc. (CVE) Oracle Corporation (ORCL) Seadrill Limited (SDRL)

Top Social Posts

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

"$rig Transocean : [--] rigs to the bin. [--] 6th gen DS (stacked for 5-9 years) and [--] SS (stacked since 2020). Positive move. Only [--] stacked rigs for $rig (7th gen DS). Stacked since 2016-17 not even sure we'll see them back"
X Link 2025-08-27T21:30Z [---] followers, 37.6K engagements

"$WLK shuts down 10%+ of its chlor-alkali/VCM/PVC capacity. Cites higher production costs due to mix of logistics/old assets/lower margin markets (exports only). Cash costs 58mUSD positive FCF impact for [--] of +175mUSD. Pres : $OLN https://s26.q4cdn.com/761341895/files/doc_presentations/2025/12/PEM-Update-vFINAL.pdf https://s26.q4cdn.com/761341895/files/doc_presentations/2025/12/PEM-Update-vFINAL.pdf"
X Link 2025-12-15T16:20Z [---] followers, [---] engagements

"Transocean acquires Valaris. Definitely not on my [----] bingo card. $RIG $VAL"
X Link 2026-02-09T12:54Z [---] followers, [----] engagements

"$EXOR reporting NAV/Share +9% YoY to [---] vs stock price [--]. No comment yet on the up to 2bn acquisition. 10m to be repurchased/cancelled 5% of s/o up to [----]. Expect a nice shot up tomorrow. https://exor.com/sites/default/files/press-releases/2025-03/Exor%20Press%20Release%20-%20FY2024%20Results.pdf https://exor.com/sites/default/files/press-releases/2025-03/Exor%20Press%20Release%20-%20FY2024%20Results.pdf"
X Link 2025-03-26T19:32Z [---] followers, [---] engagements

"$BORR napkin math : - EV pre $NE acquisition = 3bnUSD (1.8bn+ net debt + 1.1bn+ mkt cap) - EV per rig of "existing" fleet = 125mUSD - Purchase price of 72mUSD per rig ie 40%+ discount (older rigs + diff design though) Updated pres published yday : https://api.borrdrilling.com/wp-content/uploads/2025/12/251208-Borr-Drilling-Investor-Presentation.pdf https://api.borrdrilling.com/wp-content/uploads/2025/12/251208-Borr-Drilling-Investor-Presentation.pdf"
X Link 2025-12-09T11:15Z [---] followers, [----] engagements

"$RIG $VAL As expected nice reaction from the credit investors with yields dropping [--] point"
X Link 2026-02-10T20:16Z [---] followers, [---] engagements

"$RIG Contract extension/Option exercised for [--] HE Semis in Norway (Encourage and Enabler). Total value 184mUSD (152+32) DR 416kUSD (365 days starting Q1 27) and 457kUSD (70 days Q4 27)"
X Link 2026-02-11T11:43Z [---] followers, [----] engagements

"$VAL 1.6m shares repurchased during Q3 for 100m$ (60$+ avg). Share count down 2%+ not bad not bad"
X Link 2024-10-31T15:22Z [--] followers, [---] engagements

"240mCHF of dividend to be distributed in [----]. At [----] CHFUSD it's 278m$ for c72m shares (70m Class A // 26m Class B with 1/10th economic rights). Dividend per share: 3.9$ (Class A) or 0.39$ (Class B)"
X Link 2024-11-10T18:56Z [--] followers, [--] engagements

"$CPRI $TPR called off the merger no real surprise. John Idol basically admitted they messed up with MK and Versace during this afternoons call (same pricing mistake as $BRBY)"
X Link 2024-11-14T21:26Z [--] followers, [---] engagements

"Idol still open to operations with other suitors. Totally makes sense: no real integration since the acquisitions of Jimmy Choo and Versace. NB: both acquired for 3.5bn$ combined not even sure theyre worth half that today"
X Link 2024-11-14T21:26Z [--] followers, [--] engagements

"@PronkDaniel @BillAckman $UMG is the #1 position of $PSH. Owns 10% of the company. 40bn+ market cap"
X Link 2024-11-14T22:13Z [--] followers, [---] engagements

"@Speedwell_LLC Large refunds at $EXPE in [----] (they keep cash on their balance sheet until the travel date after which they transfer it - less their commission - to the hotels)"
X Link 2024-11-26T21:57Z [--] followers, [--] engagements

"@Speedwell_LLC Deferred merchants revenue comprises the unearned revenue part of $EXPE (commission) + unearned revenue of the hotels. Its what the customer pays when booking. $EXPE keeps cash until the travel happens. If customer cancels then cash is returned ie both DMR and cash decrease"
X Link 2024-11-27T07:37Z [--] followers, [--] engagements

"While [--] brought the first real newbuild orders since the previous boom these vessels will not be delivered until [----] and [----]. Furthermore the current orderbook of PSVs and AHTS sits at a meager 2% with [--] and less than [--] units respectively. $TDW https://www.oedigital.com/news/520470-offshore-service-vessels-what-s-in-store-in-2025 https://www.oedigital.com/news/520470-offshore-service-vessels-what-s-in-store-in-2025"
X Link 2024-12-20T08:24Z [--] followers, [---] engagements

"@charlesbonnerjr From World Steel Association figures China makes 2.8m tons a day. So [--] days to reach annual UK production and [--] days for US production. One chinese co makes as much steel as the #2 country (). Big big numbers"
X Link 2024-12-21T10:38Z [--] followers, [--] engagements

"Versace's going to be sold soon Jimmy Choo should follow closely. This marks the end of Capri $CPRI and John Idol's lofty ambitions. However the market seems to poorly reflect the value of the group's assets. More on that : https://scolopax.substack.com/p/capri-cest-fini https://scolopax.substack.com/p/capri-cest-fini"
X Link 2025-03-16T21:22Z [--] followers, [----] engagements

"$OLN Olins valuation has taken a hit since last December. The business is attractive and current price is an opportunity. More on that : https://scolopax.substack.com/p/olin-from-brine-to-shine https://scolopax.substack.com/p/olin-from-brine-to-shine"
X Link 2025-03-23T21:58Z [--] followers, [--] engagements

"Quick update on my view of the Capri situation : Versace's lowered price and tariffs partly change the picture. https://scolopax.substack.com/p/capri-part-ii https://scolopax.substack.com/p/capri-part-ii"
X Link 2025-04-15T17:56Z [--] followers, [--] engagements

"Quick update on my view of the Capri $CPRI situation : Versace's lowered price and tariffs partly change the picture. https://scolopax.substack.com/p/capri-part-ii https://scolopax.substack.com/p/capri-part-ii"
X Link 2025-04-15T21:07Z [--] followers, [---] 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 [--] for DS - JU fleet : 70% contracted for [--] 60% fo [--] - M&A : "We don't need to do M&A but will we Absolutely.""
X Link 2025-09-03T08:26Z [---] followers, [----] engagements

"$SCR $MEG $CVE New episode this morning: $SCR now offers [---] share for each $MEG share. New offer 10% above original one and above $CVE one. Time for $MEG board to engage with Waterous I guess"
X Link 2025-09-08T08:51Z [--] followers, [--] engagements

"$ORCL These are well big numbers. I remember the capex light businesses of yore. Lets see when it shows up in the opinc margin. PS: really like the btw heres a detailed 5Y guidance"
X Link 2025-09-10T08:00Z [--] followers, [--] engagements

"Quick take: Kristian Siem recently bought [--] OSVs for c$44m each from $SIOFF. At similar price $TDW fleet is worth c$8.5bn ie per share value $150. @CorneliaLake am I missing something"
X Link 2024-04-12T10:18Z [---] followers, [---] engagements

"Sunrise Communications $SNREV started trading this week (when-issued). Spinoff of the Swiss telecom operations of Liberty Global $LBTYA. Dividend announcement acts as a catalyst for the stock giving it a floor"
X Link 2024-11-10T18:56Z [---] followers, [---] engagements

"No volume yet (24k shares exchanged) should see some from Tuesday 12th once distribution is done. ADR will be Nasdaq listed for [--] months then only Swiss listing will remain"
X Link 2024-11-10T18:56Z [---] followers, [--] engagements

"When-issued trades at 47$ ie 8%+ div yield nothing spectacular given it traded at 6%+ in [----] (before $LBTYA took it over). Will get interesting c40$ (10% yield). Let's see the selling pressure this week"
X Link 2024-11-10T18:56Z [---] followers, [---] engagements

"Dont think Tapestry will come back at a lower price. Companies A B C mentioned in the proxy last year may still be interested"
X Link 2024-11-14T21:26Z [---] followers, [--] engagements

"Interesting to see Triton taking back a position in Befesa $BFSA. Valuation got really cheap in late [--] (nb: took a small position then) the business gets better has room to grow and the model has LT tailwinds. Buyout firm Triton Partners has built a stake in Befesa marking a return to the waste recycling firm after its exit more than five years ago https://t.co/FEseqbT5Sx Buyout firm Triton Partners has built a stake in Befesa marking a return to the waste recycling firm after its exit more than five years ago https://t.co/FEseqbT5Sx"
X Link 2025-03-18T12:57Z [---] followers, [---] engagements

"Results inflecting activity protected by strict regulation recycling business with structural tailwinds. Time to take a look at Befesa $BFSA. https://open.substack.com/pub/scolopax/p/befesa-steel-dust-dirt-cheapr=jyw1g&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/scolopax/p/befesa-steel-dust-dirt-cheapr=jyw1g&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-04-08T11:15Z [---] followers, [--] engagements

"Back from my post-BRK AGM roadtrip I share a few reflections about this 60th edition. Added comments on $GLPG $OLN $BFSA and $CPRI. Check it here : https://scolopax.substack.com/p/berkshire-reflections-from-the-pilgrimage https://scolopax.substack.com/p/berkshire-reflections-from-the-pilgrimage"
X Link 2025-05-25T17:20Z [---] followers, [---] engagements

"The worlds #2 in food services $EXHO turns [--] next year. Once a darling of the French market it's worth another look today. https://scolopax.substack.com/p/sodexo-reborn-at-60 https://scolopax.substack.com/p/sodexo-reborn-at-60"
X Link 2025-06-09T16:05Z [---] followers, [--] engagements

"Seacor : Dressing the Bride $SMHI preparing for a takeover $TDW https://scolopax.substack.com/p/seacor-dressing-the-bride https://scolopax.substack.com/p/seacor-dressing-the-bride"
X Link 2025-08-14T16:49Z [---] followers, [---] engagements

"$NOMD back below 15$ trades at 7x+ PE Founders + CEO own c18% of shares. Category faces headwinds but Nomad's brands gaining mkt share. Interesting at historically low valuation"
X Link 2025-09-06T16:27Z [---] followers, [---] engagements

"$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 2025-10-10T11:07Z [---] followers, [---] 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 2025-10-13T12:52Z [---] followers, [---] engagements

"$NOMD Nomad Foods : frozen food has a cold. Europe's frozen food leader trades at 6x earnings despite high cash generation. Time to take a look. https://scolopax.substack.com/p/nomad-foods-frozen-food-has-a-cold https://scolopax.substack.com/p/nomad-foods-frozen-food-has-a-cold"
X Link 2025-10-24T15:19Z [---] followers, [----] engagements

"@baddarbraxen No more preferred shares since early [----]. They were converted to ordinary shares. However Franklin and Gottesman receive $4m annually for "high-level strategic advice and guidance""
X Link 2025-10-28T18:52Z [---] followers, [--] engagements

"$NOMD new term loans with maturity [----] vs 2028-29 similar rates (SOFR/Euribor + 2.5%). USD loan down to 620m EUR up 200m to 880m. More buyback to come I guess"
X Link 2025-10-30T11:50Z [---] followers, [---] engagements

"$NOMD Franklin confirms during the CC : "I don't know how many companies you're able to buy at 6.5x PE but I think while we're in that zipcode we're going to be buying back our own stock. . Obviously the extra 150m of cash that we have give us more liquidity to do so.""
X Link 2025-11-06T15:00Z [---] followers, [---] engagements

"$NOMD CFO Ruben Baldew also mentions he bought $1m of shares in September at prices higher than today"
X Link 2025-11-06T15:02Z [---] followers, [---] engagements

"Glad to see Magnera $MAGN beating its Adj FCF : 126m vs 75-95 guided. Need more clarity on that bc means CFO is 40-100% above originally guided (Capex bit lower 67m vs 75m). Mid Guid [--] for Adj Ebitda 395m and FCF 100m reduce leverage to 3.9x vs 4.5x today (bef syn)"
X Link 2025-11-20T11:06Z [---] followers, [---] engagements

"@valuedontlie With 200m D&A and 135m interests EBT mid guidance is 60m excl. integration and costs so I guess c100% the 80m are integration costs ie c60m impact on FCF in 2-3 years"
X Link 2025-11-20T15:06Z [---] followers, [---] engagements

"$RIG Perestroika adds 1.5m shares for 6mUSD at [----] (position +1.5%) after adding 4m shares in Sept during capital increase at 3.05"
X Link 2025-11-25T23:03Z [---] followers, [----] engagements

"$RIG Chairman Thigpen (ex-CEO) sold 20% of his shares at [----] (2m+) CFO sold for 132kUSD (10% of his shares)"
X Link 2025-12-02T08:51Z [---] followers, [----] engagements

"$CPRI CEO yday at MS Global Consumer : Choo is not for sale will make 800m rev soon with LDD margin. Really hard to believe why would it be different this time Even in FY23 JC only made 630m and 6% mgn vs 590m and 3.4% in FY19. Better sell that brand and focus on Kors"
X Link 2025-12-04T10:26Z [---] followers, [---] engagements

"$RIG CEO Keelan sold c5% of his shares at 4.5USD. Wouldn't read too much as it's a 10b5-1 plan adopted in March when stock was at 3.2USD. I expect more shares to be sold when stock trades at [---] again (66437 sold odd number) up to 100k or more"
X Link 2025-12-09T08:42Z [---] followers, [---] engagements

"$RIG new contract for DS Mykonos in Brazil [---] days at c400kUSD (120mUSD total). Switch from Petrobras to bp. Start Q3 [--]. A month ago $VAL firmed [---] days (start Q1 27) at 375kUSD with Shell"
X Link 2026-01-05T12:39Z [---] followers, [----] engagements

"Offshore Drilling : Here Comes the Sun. The second leg of the upcycle is about to start and a few words on Tidewater. $VAL $RIG $NE $SDRL $BORR $TDW https://scolopax.substack.com/p/offshore-drilling-here-comes-the https://scolopax.substack.com/p/offshore-drilling-here-comes-the"
X Link 2025-11-16T21:47Z [---] followers, 31.5K engagements

"Good article as always by @Hierony69122434 on $TDW. "All three potential targets operate Jones Act tonnage in American waters so only an American bidder with American ownership and management can acquire them." https://www.bairdmaritime.com/offshore/column-all-i-want-for-christmas-tidewater-and-its-hunt-for-a-choice-gift-this-holiday-season-offshore-accounts https://www.bairdmaritime.com/offshore/column-all-i-want-for-christmas-tidewater-and-its-hunt-for-a-choice-gift-this-holiday-season-offshore-accounts"
X Link 2025-11-17T09:56Z [---] followers, [----] engagements

"European Auto Parts : Gimme Shelter Three suppliers with strong balance sheets unusual setups and the kind of downside protection you want when an industry is in the doldrums. $NOEJ.DE $NOEJ $AMV0 $AMV0.DE $AMVO $AKW.PA https://scolopax.substack.com/p/european-auto-parts-gimme-shelter https://scolopax.substack.com/p/european-auto-parts-gimme-shelter"
X Link 2025-12-20T13:00Z [---] followers, [---] engagements

"Thought Douglas AG $DOU.DE was really cheap : 1.1bn Market Cap 460m FCF. Except true FCF is closer to 50m. Still have to pay your leases to operate your business I guess (IFRS.). 1bn debt maturities in the coming 5Y also"
X Link 2026-01-30T10:12Z [---] followers, [--] engagements

"Nice to hear John Elkann about his beginnings and the cos of $EXOR. Liked the idea of culture self-selects especially regarding leaders. I think it applies to every employee: hard to get and retain the best if your corporate culture is lenient. Incentives must be right too"
X Link 2024-06-19T21:12Z [---] followers, [---] engagements

"I guess one of them is $EXOR. Wants to invest in the luxury sector + have the ability to finance an operation. $SFER may suit them better though (Italian co family business). Taking it private with the Ferragamo family"
X Link 2024-11-14T21:26Z [---] followers, [---] engagements

"Speaking of $EXOR they postponed their November analyst call to March [----] this afternoon due to a scheduling conflict. Coincidence"
X Link 2024-11-14T21:26Z [---] followers, [---] engagements

"Canada Packers : I got you Babe Exploring a recent spinoff that presents an interesting setup at an inflection point for the business. $CPKR $CPKR.T https://open.substack.com/pub/scolopax/p/canada-packers-i-got-you-baber=jyw1g&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/scolopax/p/canada-packers-i-got-you-baber=jyw1g&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-28T14:00Z [---] followers, [---] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing