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"TRANSOCEAN - held 200-day - $rig $XXXX +2.8% . Topped up holding on recent dip to $XXXX . Also added to $ne $val & $tdw XX% PF now offshore. This is self-flagellation to kill any "genius" complacency with XX% riding #gold #silver train to ever loftier levels. $borr $sdrl #oil"
X Link @seethetrees1 2025-10-15T16:50Z 1413 followers, XXX engagements
"Esgian Rig Market Valuation $RIG $NE $VAL $BORR $ODL.OL Intro/Agenda 3:00 Regional Overview Global rig supply tightening as modern units sold for non-drilling purposes 5:30 Utilization 6:32 Top X JU Fleet Valuation 9:30 Top X Floater Fleet Valuation 1/2"
X Link @MugsLuck 2025-10-15T13:20Z 1588 followers, 2591 engagements
"@Anton826237141 @LeoNelissen I own a ton of $BORR and I'm very comfortable with it. Utilization is strong shallow water is economical at these oil prices and OPEC pumping more supports driller utilization. If this surplus doesn't materialize in a BIG way it's off to the races for offshore"
X Link @StonksAndChill 2025-10-15T00:48Z XXX followers, XXX engagements
"@LeoNelissen There is risk but I'm still convinced of the value of the assets and the rationality. There are far riskier speculations. $BORR"
X Link @Anton826237141 2025-10-14T22:13Z XXX followers, XXX engagements