[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @100xCompounding TheDailyCompounder TheDailyCompounder posts on X about $val, val, $ne, $rig the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1625692183234764804/interactions)  - X Week XXXXXX +47% - X Month XXXXXXX +241% - X Months XXXXXXX +392% - X Year XXXXXXX +888% ### Mentions: XX [#](/creator/twitter::1625692183234764804/posts_active)  - X Week XX +104% - X Month XXX +184% - X Months XXX +292% - X Year XXX +138% ### Followers: XXXXX [#](/creator/twitter::1625692183234764804/followers)  - X Week XXXXX +3.60% - X Month XXXXX +22% - X Months XXXXX +55% - X Year XXXXX +139% ### CreatorRank: XXXXXXX [#](/creator/twitter::1625692183234764804/influencer_rank)  ### Social Influence [#](/creator/twitter::1625692183234764804/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$val](/topic/$val) #1, [val](/topic/val) 26.36%, [$ne](/topic/$ne) 18.18%, [$rig](/topic/$rig) 16.36%, [$soc](/topic/$soc) #2, [soc](/topic/soc) #15, [$mt](/topic/$mt) 7.27%, [$tdw](/topic/$tdw) 7.27%, [$nvgs](/topic/$nvgs) 4.55%, [$fph](/topic/$fph) #1 **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@grumpierbtday](/creator/undefined) [@philmickelson](/creator/undefined) [@100xcompoundingnotep168731077r5vg84cutmmediumiosutmsourcenotesshareaction](/creator/undefined) [@realmostafah](/creator/undefined) [@staffpro11](/creator/undefined) [@charliefatboy23](/creator/undefined) [@sedss33321](/creator/undefined) [@bryandav1z](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@vulmearj45663](/creator/undefined) [@jim999432](/creator/undefined) [@tylerhardt](/creator/undefined) [@lipsman](/creator/undefined) [@tommydeepwater](/creator/undefined) [@jenato2](/creator/undefined) [@carlosmoram](/creator/undefined) [@fatalpha](/creator/undefined) [@alc2022](/creator/undefined) [@sixsigmacapital](/creator/undefined) **Top assets mentioned** [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Transocean LTD. (RIG)](/topic/$rig) [Sable Offshore Corp. (SOC)](/topic/$soc) [ArcelorMittal (MT)](/topic/$mt) [Tidewater, Inc. (TDW)](/topic/$tdw) [Seadrill Limited (SDRL)](/topic/$sdrl) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Tesla, Inc. (TSLA)](/topic/$tsla) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [West Fraser Timber Co. Ltd (WFG)](/topic/$wfg) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Nucor, Corp. (NUE)](/topic/$nue) [Devon Energy Corp (DVN)](/topic/$dvn) [American Eagle Outfitters (AEO)](/topic/$aeo) ### Top Social Posts [#](/creator/twitter::1625692183234764804/posts) --- Top posts by engagements in the last XX hours "Recording of the spaces I did on Valaris $VAL enjoy"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945173238599884911) 2025-07-15 17:26:54 UTC 3417 followers, 3421 engagements "Obviously because they care deeply about the next generation of potential homeowners Rightright They do care On a more serious note post the GFC and the recovery in home building we have decimated 1400sqft and smaller homes in the US. In other words starter homes. So not only are you not building enough homes not only are starter homes not being built but on top of that the homes you do build incrementally make housing less and less affordable. More homes need built and I dont know if interest rates need to cooperate. Those homes need built period. $BLDR $IFP.CA $AEP.V $WFG $QXO"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947844353575071925) 2025-07-23 02:20:57 UTC 3417 followers, 1122 engagements "$IFP.CA Interfor Corporation piece is coming along nicely and is on schedule. Excited about what we have found here and think our readers will really enjoy the thesis. Release date July 21st 2025 by close of business"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946309630583300444) 2025-07-18 20:42:31 UTC 3397 followers, XXX engagements "Can you imagine $RIG once they clean up that balance sheet They still have vessels they can use to secured extra liquidity against. I dont think insolvency is an issue. Potentially some equity will be raised but even with a XX% dilution and an asset value of $13-14 a share the risk reward is extremely high"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946708260918280349) 2025-07-19 23:06:32 UTC 3417 followers, XXX engagements "$NE Noble wins new contract starting in the fourth quarter of this year"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947606279997776088) 2025-07-22 10:34:56 UTC 3416 followers, 1536 engagements "Yen carry trade unwind is going to be sick"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1948219502144971100) 2025-07-24 03:11:40 UTC 3418 followers, 1199 engagements "Right now we are giving away the $VAL thesis for free. (Link in bio) X pages of deep research that covers 1) offshore vs onshore economics 2) history from the last bear market to today and what has changed 3) management quality and capital allocation 4) 7th gen ship specs and why they are worth $1B+ If we replaced that free thesis with ANY other stock which would it be What do you want to see TDC dig into Drop the ticker below"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947461446440456263) 2025-07-22 00:59:25 UTC 3418 followers, 5650 engagements "$SOC Would be sick to wake up to an 8K in the morning from the OFSM 👀"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947004136186130889) 2025-07-20 18:42:14 UTC 3405 followers, 7926 engagements "$ACIC The market might not care about this however dont forget this is a business that was on the verge of death and has worked its way back into an increasingly strong position today where it is not just existing but executing on growth strategies and growing its book of business. This is one of if not THE best management team I have ever had the pleasure to work with. Very sharp and they do exactly what they say they are going to do. Next stop is a XX% Debt/Cap"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947418082785583445) 2025-07-21 22:07:06 UTC 3404 followers, XXX engagements "$SOC Sable piece is under way. Outlined for about XX pages. Sable outside of the investment side of things truly is one of the most interesting businesses Ive ever studied. The legal stuff of the last few years is fun too but this asset base is incredibly interesting to research"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1948147555994325180) 2025-07-23 22:25:46 UTC 3418 followers, 2977 engagements "$MT Teaser for the Arcelor Mittal thesis that is dropping in the coming days. If you have already sent me your email this will be in your inbox soon If not and you want access to this and my other work for 2025 please DM comment share or like to let me know you want access and I will collect your email Looking forward to sharing this work I think you will really enjoy the thesis"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1944955032601805161) 2025-07-15 02:59:49 UTC 3416 followers, 1253 engagements "A more interesting story is whats going on in Cyprus and the EEZ $VAL $NE $RIG"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947497433891803580) 2025-07-22 03:22:25 UTC 3417 followers, 1589 engagements "Everything points to a strong set up for floaters in the near / medium term. $NE $VAL $RIG"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947977332800790745) 2025-07-23 11:09:22 UTC 3417 followers, 2310 engagements "Maybe its confirmation bias but @TommyDeepwater article on the 26/27 drilling activity is exceptionally well written and useful. Here are a few snips that I liked best. $TDW $NE $VAL $RIG"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1940336137060634750) 2025-07-02 09:05:59 UTC 3403 followers, 7608 engagements "$CLF Earnings Notes $35/t price increases Q2 Cost Improvement Record Steel shipments Slab contract set to roll off in December of 2025 (HRC is significantly higher priced to due to integrated raw material chain -Slab contract set to roll off in December of 2025 (HRC is significantly higher priced - $XXX HRC vs $XXX slab) $3.2B of secured note capacity released $200M of working capital Capex guide of $600M significantly decreased from the $1B+ in 2022 - capex guide cut from $625M in May SG&A cut to $575M from $600M"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947298076529402070) 2025-07-21 14:10:15 UTC 3404 followers, XXX engagements "New Discovery in Cyprus $VAL Following the recent news of a discovery in Cyprus using Valaris DS-9 we wanted to give you a brief update on the situation as well as our thoughts on Cyprus development capex growth in the coming years"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946671688269058246) 2025-07-19 20:41:12 UTC 3417 followers, 1147 engagements "@GrumpierBTDay Here is the link for our piece on the gas discovery in Cyprus if you are interested $VAL $NE $RIG we are doing the entire offshore drilling industry in the coming months plus maintenance research"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947487845914235246) 2025-07-22 02:44:19 UTC 3417 followers, XXX engagements "$IFP.CA $WFG $BLDR $CFP I am pounded the table on the softwood lumber duty assets for lumber producers in Canada for some time now. Tomorrow is a major catalyst for lumber producers as the official rates are set for duties. Two out comes are possible 1) Duty rates are higher 2) Duty Rates are lower If rates are higher than anticipated Interfor's North American production (50% in US South) becomes even more valuable. If rates are lower than expected Canadian production becomes more attractive. Either way it is a catalyst for what I think will be a fairly strong 2H 2025 for lumber"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1948032334676029915) 2025-07-23 14:47:55 UTC 3418 followers, 1165 engagements "@jenato2 @Carlos_MoraM Great write up thank you for sharing See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947454984234414393) 2025-07-22 00:33:44 UTC 3417 followers, XX engagements "$TSLA So Tesla can report 80%+ lower than expected free cash flow and hold up fine. But my Greek based nano cap with 7/1 leverage doing offshore services & trading at a XX% discount to NAV cant get any love Rigged"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1948360872134324246) 2025-07-24 12:33:25 UTC 3418 followers, XXX engagements "Thanks for sharing We are proud of the work we have done on ArcelorMittal $MT"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946277054955061684) 2025-07-18 18:33:04 UTC 3416 followers, 1020 engagements "Check out the spaces on $MT Arcelor Mittal - really interesting play in the steel space - TDC's long form thesis on this came out a few weeks ago and is XX pages of deep research on the nature of the opportunity and can be accessed here:"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947347414387474538) 2025-07-21 17:26:18 UTC 3417 followers, XXX engagements "Our TDC email list of 300+ subscribers just received our view on Subsea7s recent deal with Equinor & what the Chevron/Hess deal means for the industry. Click & sign up to stay informed"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947291328171147345) 2025-07-21 13:43:26 UTC 3397 followers, XXX engagements "ArcelorMittal Thesis has dropped XX pages of deep research that we think gets the value of the idea across nicely. If you are signed up for the distribution list this is in your inbox NOW Enjoy and reach out with any questions. $MT $CLF $X $NUE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945499549285363952) 2025-07-16 15:03:32 UTC 3418 followers, 1994 engagements "$SOC I have kept a journal on my thought process throughout owning this business and thank god I have. The amount of lessons that one could take away on investing broadly through an understanding of the day to day whipsaw of owning Sable is incredible. I plan to share these notes once the pipeline is online XXX% and we are no longer talking about if it comes online but instead asset values cash flows and production levels"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946627751366328824) 2025-07-19 17:46:37 UTC 3415 followers, 4266 engagements "$NVGS enters into a JV to add two new Ammonia fueled LPG transport capable vessels for $84M new build price. We will be writing a brief piece on this in the coming days after I have a chance to connect with Mr.Giveans with Navigator IR. Stay tuned"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945888540836938043) 2025-07-17 16:49:15 UTC 3404 followers, XXX engagements "$VAL The Valaris Thesis is out If you have signed up for the distribution list it is in your inbox. If you havent signed up and want access to this and my past work please comment like or share and I will reach out to you and collect your email. Enjoy - Arcelor Mittal and Interfor are next up. $VAL $MT $IFP"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1943715339918860414) 2025-07-11 16:53:44 UTC 3418 followers, 13.6K engagements "Really happy with the $FPH Five Point results. Posting a free article covering them on the substack page tomorrow"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1948515849347690821) 2025-07-24 22:49:14 UTC 3418 followers, 1070 engagements "@ironic_capital @valuehurts See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947454611167842322) 2025-07-22 00:32:15 UTC 3417 followers, XX engagements "$SOC Adding a reaction to Sables tentative on the Substack. Moving it to be released by close of business tomorrow. Paid subs will get instant access"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945936881469862161) 2025-07-17 20:01:20 UTC 3415 followers, 1641 engagements "$VAL $NE $RIG Industry standard IRRs are XX% approximately. Based on what we estimated new build pricing to be that works out to close to 700K of day rate. For reference at 500K day rate Valaris earnings 1.2B in free cash flows (3B market cap today). There are some cold stacked rigs that can come online but that is a 150-200M price tag to do so and those will not be paid by the rig owners instead those are reimbursed by the NOC/IOC. This cycle is going to be epic. Lots of money will be made for the patient investor investing in offshore energy services in the next decade"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946692967797833899) 2025-07-19 22:05:45 UTC 3418 followers, 9453 engagements "26/27 are years we have penciled as highly active for offshore activity. Here is another small signal that we have some more exploration capex coming down the pipe from Galp. This on top of the X successful test wells they drilled in Namibia that are proving fruitful and will need additional spend. $VAL $NE $RIG $SDRL $TDW"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1948035390599733620) 2025-07-23 15:00:04 UTC 3417 followers, XXX engagements "I tried to connect with and collect every email I could to send out the $VAL thesis. I am sure I undoubtedly missed someone who wanted it so I made a landing page to make it more easily accessible to you all. If you want it just click"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947103030551388277) 2025-07-21 01:15:12 UTC 3417 followers, 1446 engagements "The response to the launch of the Substack page has been overwhelmingly positive. Thank you so much for your support. Almost cracking the Top XX in the Finance Category Yesterday I put out a note about the gas discovery in Cyprus what it means for Valaris $VAL and the country more broadly in terms of continued capex to develop its vast offshore resources in the EEZ. Check it out here:"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946935438624879032) 2025-07-20 14:09:15 UTC 3417 followers, 1635 engagements "$VAL I got kicked off my internet I will do another spaces tomorrow. Sorry about that"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1944897810660315493) 2025-07-14 23:12:27 UTC 3417 followers, 1821 engagements "Earnings season is such a blast. Ill be listening to the calls doing follow ups and posting notes on the businesses tagged this quarter. If theres something you wanted added thats in my sphere of understanding please drop the ticker. $VAL $RIG $NE $SOC $NMM $ACIC $FPH $NVGS $TDW $LXU"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947821693461987452) 2025-07-23 00:50:55 UTC 3418 followers, 3646 engagements "This exacerbated by the fact that the industry is cutting capex pushing out capital spend except for deep water / floaters. Very interesting developments in the last few weeks. $VAL $NE $SDRL $RIG"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947994912340709767) 2025-07-23 12:19:13 UTC 3418 followers, 1709 engagements "Sable Offshore $SOC Here is our expedited piece following yesterdays tentative ruling. Sable will get its own long form thesis with an approximate release date of July XX 2025 for paid subscribers"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946232987764343153) 2025-07-18 15:37:58 UTC 3415 followers, 3217 engagements "$SOC Jim Flores continues to impress After the $AEO shoot and in a shocking turn of events a 4th platform has been installed for Sable called the Sweeney. Jeffries estimates a $XX per share increase to NAV over night. Youre not long enough"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1948362742571860035) 2025-07-24 12:40:51 UTC 3418 followers, 9717 engagements "What would you guys rather have a long form write up on $IFP.CA $MT $NVGS $FPH"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1941253591035183130) 2025-07-04 21:51:37 UTC 3407 followers, 2450 engagements "$VAL $TDW You are not investing in a spot oil price that is not your bet. Though it does seem like in the medium term prices will be higher not lower. What your actual bet is on is Oil Capex that is a trend that is easy to follow and desperately needed just to keep supply flat and even then there are significant challenges. #OOTT"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1942932662349369657) 2025-07-09 13:03:39 UTC 3417 followers, 8327 engagements "@javimedi95 See our free thesis X pages of deep research on one of our favorite names in the offshore services space We think they are competitively advantaged via their ARO contract with Saudi Aramco $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947454884875538904) 2025-07-22 00:33:21 UTC 3417 followers, XX engagements "In the most bullish market for oil/oil services you can picture what is Valaris $VAL worth Give me your bullish case"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1940902575639089630) 2025-07-03 22:36:48 UTC 3404 followers, 3351 engagements "$SOC The timeline is uncertain but if you believe in the next 2-3 years sable comes online given the current discount to asset values you can be wrong for a long time and make an incredible risk adjusted return. It turns out buying assets for $0.10/$1 will do that"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1944939015666589788) 2025-07-15 01:56:11 UTC 3397 followers, 5145 engagements "$CRVS Corvus Pharmaceuticals Thesis Credit: @realmostafah"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1943326636574957772) 2025-07-10 15:09:10 UTC 3418 followers, 2769 engagements "So will $FPH an $800M market cap and $VAL $3B market cap Let that sink in"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1948570091030741201) 2025-07-25 02:24:47 UTC 3418 followers, 2117 engagements "@staffpro11 $RIG is on our content list for September We are writing up all the offshore drillers"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947500579804094945) 2025-07-22 03:34:55 UTC 3405 followers, XXX engagements "@offshoreenergyt See our free thesis X pages of deep research on one of our favorite names in the offshore services space We also wrote up the recent gas discovery and the capex implications in the EEZ $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947455357049311622) 2025-07-22 00:35:13 UTC 3417 followers, XXX engagements "$SOC Tentative was upheld as the order of the court. Oil will flow soon"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946266753912238413) 2025-07-18 17:52:08 UTC 3416 followers, 10.7K engagements "$VAL $TDW $BORR $RIG $SDRL $NE It will happen slowly and then all at once. The important thing to note is recoveries in depressed/cyclical industries are NOT linear. There will be ups and downs but the direction and duration of the coming cycle is tremendous. The market can ignore these companies for a long time and have but at the end of the day capital follows businesses that demonstrate their latent earnings capabilities. Most of these companies ( $VAL & $TDW) in particular are going to generate their market caps in free cash flows in a 2-3 year period. In that instance the market is"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1942662012405739570) 2025-07-08 19:08:11 UTC 3417 followers, 15.5K engagements "@GrumpierBTDay Oh I havent looked at $KUYA.V so thank you And ohhh pine cliff great idea $PNE let me dig more into this one thanks for your suggestions"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947482998720631105) 2025-07-22 02:25:04 UTC 3417 followers, XXX engagements "Interfor Corporation $IFP.CA TDC has posted our latest thesis on Interfor Corporation a lumber producer in Canada. The thesis is a 14-page report that lays out: 1) the history of the firm dating back to 1976 2) Changes to the distribution of lumber products over the last decade 3) Supply shortages 4) Demand drivers 5) Balance sheet dynamics and debt deep dive 6) Valuation of the firm and what we think it is worth Enjoy"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947771211003359331) 2025-07-22 21:30:19 UTC 3417 followers, 1701 engagements "Here is a FREE house keeping article centered around what you can expect as a paid subscriber to The Daily Compounder Substack. In addition to what is listed we added an expediated look at $SOC recent court hearing and the implications for the business as its relates to a restart. We are also going to be discussing $NVGS and $VAL as two material developments came out in the news last week. We are also pushing our thesis on Interfor $IFP.CA back to COB 7/22/2025 to account for a conversation we scheduled with their management team and will be adding those notes as well. This and much more in"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946636686890303826) 2025-07-19 18:22:07 UTC 3417 followers, 4237 engagements "$VAL cant wait to chat about our latest idea See you there"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1943717031481606204) 2025-07-11 17:00:27 UTC 3417 followers, 1016 engagements "$VAL Yesterday Valaris announced a gas discovery in Cyrpus. What does it mean for demand What does the business think it has there in terms of resource All of this in more in our article coming out in the coming days after we get a chance to talk to management. Stay tuned"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945921419717800280) 2025-07-17 18:59:54 UTC 3416 followers, 1204 engagements "$SOC Check out the latest article on the Daily Compounding substack for our take on the details of the tentative. We dissect it line by line to give you the information without any of the added legal speak. Enjoy"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946270447026233790) 2025-07-18 18:06:49 UTC 3416 followers, 2768 engagements "@Sedss33321 I think its a fine rate given these are vessels $NE had tossed around scrapping any how"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947612876438700289) 2025-07-22 11:01:09 UTC 3416 followers, XX engagements "$VAL $SDRL $RIG $NE Onshore break-even prices were so low for so long that market share was taken from deep water which was driven by 1) economics 2) deep water horizon. Many discount the fact that in 2014 post DWH the offshore market similar to what has happened with nuclear obtained an increasingly poor reputation. That is beginning to change as the collective memory is short but more importantly the economics of offshore projects are simply better than onshore (Shale in the US for example)"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1942646470164783387) 2025-07-08 18:06:25 UTC 3417 followers, 3846 engagements "The more I think about Nobles latest contract the more I think it was a great deal for them. $NE contracted a 6G ship for X months at $665K per day ($80M in total) for a rig they had openly discussed scrapping. While I think $VAL is the best choice in the space Noble is probably the best fleet management business in all of offshore drilling today"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947821762042859903) 2025-07-23 00:51:11 UTC 3417 followers, 5996 engagements "@boyer_jeremie $NE is coming out at the end of August we have it in the content schedule. $CENX Ill look more into thank you"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947482660324184311) 2025-07-22 02:23:43 UTC 3401 followers, XXX engagements "I am about 1/3 of the way through my upcoming piece on Arcelor Mittal $MT. If you want to read it as well as the rest of the write ups Ive done for 2025 ( $TDW $FPH $ACIC $NVGS $VAL $LXU) as well as all future thesis I come out with (currently XX in the backlog) please repost this like this or DM me with your email and I will add you to my distribution list Side note 6:00PM Central Im doing LIVE Spaces to talk about my newest thesis on Valaris See you there"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1944864761705013654) 2025-07-14 21:01:07 UTC 3417 followers, 2844 engagements "$SOC Moving to appeals and oil still flows. State courts was always a tough arena to play in I think there was optimistic assumptions that the legal case for sable was so strong that they had a chance to win in state courts. Thats proved to be wrong not because of a weakness on the merits of sables case but for procedural purposes that were very much avoidable. Now we move to appeals where the odds improve though I dont know that we win in appeals. The base case has been federal courts and thats where I believe this heads. In the meantime Sables on ice but we still think the opportunity is"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1943653140164686013) 2025-07-11 12:46:34 UTC 3401 followers, 4998 engagements "After years of watching the cycle doing significant amounts of research on the drillers that stem from our investment in $TDW I am happy to finally announce we have made our pick in the space. $VAL. I will be posting a long form thesis in the days ahead and a spaces if there is interest. Stay tuned"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1942659150368104679) 2025-07-08 18:56:48 UTC 3417 followers, 17.5K engagements "$SOC The tone has officially changed thank god"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1948083752313204830) 2025-07-23 18:12:14 UTC 3418 followers, 18.1K engagements "With my piece on Interfor finished Ill be writing up $SOC next starting with Celeron all the way through to where we stand today The Sable piece has an estimated publishing date of July 25th though I am traveling so it might end up being Monday the 28th. Either way keep your eyes open If you want to check out all of what we have coming down the pipe in the coming month check out our free piece linked below"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947852408341573673) 2025-07-23 02:52:58 UTC 3416 followers, 3021 engagements "This is a well written piece thank you for sharing Here is our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947455228372258823) 2025-07-22 00:34:43 UTC 3417 followers, 1720 engagements "@blondesnmoney I know a lot of people that are thinking $PDD is looking nice right now - China seems to be coming around the other side of their X year recession and things are looking up for them"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947116888578052103) 2025-07-21 02:10:16 UTC 3416 followers, XXX engagements "See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947454390660698310) 2025-07-22 00:31:23 UTC 3417 followers, 1493 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@100xCompounding TheDailyCompounder
TheDailyCompounder posts on X about $val, val, $ne, $rig the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +47%
- X Month XXXXXXX +241%
- X Months XXXXXXX +392%
- X Year XXXXXXX +888%
Mentions: XX #
- X Week XX +104%
- X Month XXX +184%
- X Months XXX +292%
- X Year XXX +138%
Followers: XXXXX #
- X Week XXXXX +3.60%
- X Month XXXXX +22%
- X Months XXXXX +55%
- X Year XXXXX +139%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies XXXXX% finance XXXX% countries XXXX% stocks XXXX% automotive brands XXXX%
Social topic influence $val #1, val 26.36%, $ne 18.18%, $rig 16.36%, $soc #2, soc #15, $mt 7.27%, $tdw 7.27%, $nvgs 4.55%, $fph #1
Top accounts mentioned or mentioned by @joinyellowbrick @grumpierbtday @philmickelson @100xcompoundingnotep168731077r5vg84cutmmediumiosutmsourcenotesshareaction @realmostafah @staffpro11 @charliefatboy23 @sedss33321 @bryandav1z @sfarringtonbkc @vulmearj45663 @jim999432 @tylerhardt @lipsman @tommydeepwater @jenato2 @carlosmoram @fatalpha @alc2022 @sixsigmacapital
Top assets mentioned Validity (VAL) Noble Corporation (NE) Transocean LTD. (RIG) Sable Offshore Corp. (SOC) ArcelorMittal (MT) Tidewater, Inc. (TDW) Seadrill Limited (SDRL) Cleveland-Cliffs, Inc. (CLF) Tesla, Inc. (TSLA) Builders FirstSource, Inc. (BLDR) West Fraser Timber Co. Ltd (WFG) Nebius Group N.V. Class A Ordinary Shares (NBIS) Robinhood Markets, Inc. (HOOD) Nucor, Corp. (NUE) Devon Energy Corp (DVN) American Eagle Outfitters (AEO)
Top Social Posts #
Top posts by engagements in the last XX hours
"Recording of the spaces I did on Valaris $VAL enjoy"
@100xCompounding on X 2025-07-15 17:26:54 UTC 3417 followers, 3421 engagements
"Obviously because they care deeply about the next generation of potential homeowners Rightright They do care On a more serious note post the GFC and the recovery in home building we have decimated 1400sqft and smaller homes in the US. In other words starter homes. So not only are you not building enough homes not only are starter homes not being built but on top of that the homes you do build incrementally make housing less and less affordable. More homes need built and I dont know if interest rates need to cooperate. Those homes need built period. $BLDR $IFP.CA $AEP.V $WFG $QXO" @100xCompounding on X 2025-07-23 02:20:57 UTC 3417 followers, 1122 engagements
"$IFP.CA Interfor Corporation piece is coming along nicely and is on schedule. Excited about what we have found here and think our readers will really enjoy the thesis. Release date July 21st 2025 by close of business" @100xCompounding on X 2025-07-18 20:42:31 UTC 3397 followers, XXX engagements
"Can you imagine $RIG once they clean up that balance sheet They still have vessels they can use to secured extra liquidity against. I dont think insolvency is an issue. Potentially some equity will be raised but even with a XX% dilution and an asset value of $13-14 a share the risk reward is extremely high" @100xCompounding on X 2025-07-19 23:06:32 UTC 3417 followers, XXX engagements
"$NE Noble wins new contract starting in the fourth quarter of this year" @100xCompounding on X 2025-07-22 10:34:56 UTC 3416 followers, 1536 engagements
"Yen carry trade unwind is going to be sick" @100xCompounding on X 2025-07-24 03:11:40 UTC 3418 followers, 1199 engagements
"Right now we are giving away the $VAL thesis for free. (Link in bio) X pages of deep research that covers 1) offshore vs onshore economics 2) history from the last bear market to today and what has changed 3) management quality and capital allocation 4) 7th gen ship specs and why they are worth $1B+ If we replaced that free thesis with ANY other stock which would it be What do you want to see TDC dig into Drop the ticker below" @100xCompounding on X 2025-07-22 00:59:25 UTC 3418 followers, 5650 engagements
"$SOC Would be sick to wake up to an 8K in the morning from the OFSM 👀" @100xCompounding on X 2025-07-20 18:42:14 UTC 3405 followers, 7926 engagements
"$ACIC The market might not care about this however dont forget this is a business that was on the verge of death and has worked its way back into an increasingly strong position today where it is not just existing but executing on growth strategies and growing its book of business. This is one of if not THE best management team I have ever had the pleasure to work with. Very sharp and they do exactly what they say they are going to do. Next stop is a XX% Debt/Cap" @100xCompounding on X 2025-07-21 22:07:06 UTC 3404 followers, XXX engagements
"$SOC Sable piece is under way. Outlined for about XX pages. Sable outside of the investment side of things truly is one of the most interesting businesses Ive ever studied. The legal stuff of the last few years is fun too but this asset base is incredibly interesting to research" @100xCompounding on X 2025-07-23 22:25:46 UTC 3418 followers, 2977 engagements
"$MT Teaser for the Arcelor Mittal thesis that is dropping in the coming days. If you have already sent me your email this will be in your inbox soon If not and you want access to this and my other work for 2025 please DM comment share or like to let me know you want access and I will collect your email Looking forward to sharing this work I think you will really enjoy the thesis" @100xCompounding on X 2025-07-15 02:59:49 UTC 3416 followers, 1253 engagements
"A more interesting story is whats going on in Cyprus and the EEZ $VAL $NE $RIG" @100xCompounding on X 2025-07-22 03:22:25 UTC 3417 followers, 1589 engagements
"Everything points to a strong set up for floaters in the near / medium term. $NE $VAL $RIG" @100xCompounding on X 2025-07-23 11:09:22 UTC 3417 followers, 2310 engagements
"Maybe its confirmation bias but @TommyDeepwater article on the 26/27 drilling activity is exceptionally well written and useful. Here are a few snips that I liked best. $TDW $NE $VAL $RIG" @100xCompounding on X 2025-07-02 09:05:59 UTC 3403 followers, 7608 engagements
"$CLF Earnings Notes $35/t price increases Q2 Cost Improvement Record Steel shipments Slab contract set to roll off in December of 2025 (HRC is significantly higher priced to due to integrated raw material chain -Slab contract set to roll off in December of 2025 (HRC is significantly higher priced - $XXX HRC vs $XXX slab) $3.2B of secured note capacity released $200M of working capital Capex guide of $600M significantly decreased from the $1B+ in 2022 - capex guide cut from $625M in May SG&A cut to $575M from $600M" @100xCompounding on X 2025-07-21 14:10:15 UTC 3404 followers, XXX engagements
"New Discovery in Cyprus $VAL Following the recent news of a discovery in Cyprus using Valaris DS-9 we wanted to give you a brief update on the situation as well as our thoughts on Cyprus development capex growth in the coming years" @100xCompounding on X 2025-07-19 20:41:12 UTC 3417 followers, 1147 engagements
"@GrumpierBTDay Here is the link for our piece on the gas discovery in Cyprus if you are interested $VAL $NE $RIG we are doing the entire offshore drilling industry in the coming months plus maintenance research" @100xCompounding on X 2025-07-22 02:44:19 UTC 3417 followers, XXX engagements
"$IFP.CA $WFG $BLDR $CFP I am pounded the table on the softwood lumber duty assets for lumber producers in Canada for some time now. Tomorrow is a major catalyst for lumber producers as the official rates are set for duties. Two out comes are possible 1) Duty rates are higher 2) Duty Rates are lower If rates are higher than anticipated Interfor's North American production (50% in US South) becomes even more valuable. If rates are lower than expected Canadian production becomes more attractive. Either way it is a catalyst for what I think will be a fairly strong 2H 2025 for lumber" @100xCompounding on X 2025-07-23 14:47:55 UTC 3418 followers, 1165 engagements
"@jenato2 @Carlos_MoraM Great write up thank you for sharing See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:33:44 UTC 3417 followers, XX engagements
"$TSLA So Tesla can report 80%+ lower than expected free cash flow and hold up fine. But my Greek based nano cap with 7/1 leverage doing offshore services & trading at a XX% discount to NAV cant get any love Rigged" @100xCompounding on X 2025-07-24 12:33:25 UTC 3418 followers, XXX engagements
"Thanks for sharing We are proud of the work we have done on ArcelorMittal $MT" @100xCompounding on X 2025-07-18 18:33:04 UTC 3416 followers, 1020 engagements
"Check out the spaces on $MT Arcelor Mittal - really interesting play in the steel space - TDC's long form thesis on this came out a few weeks ago and is XX pages of deep research on the nature of the opportunity and can be accessed here:" @100xCompounding on X 2025-07-21 17:26:18 UTC 3417 followers, XXX engagements
"Our TDC email list of 300+ subscribers just received our view on Subsea7s recent deal with Equinor & what the Chevron/Hess deal means for the industry. Click & sign up to stay informed" @100xCompounding on X 2025-07-21 13:43:26 UTC 3397 followers, XXX engagements
"ArcelorMittal Thesis has dropped XX pages of deep research that we think gets the value of the idea across nicely. If you are signed up for the distribution list this is in your inbox NOW Enjoy and reach out with any questions. $MT $CLF $X $NUE" @100xCompounding on X 2025-07-16 15:03:32 UTC 3418 followers, 1994 engagements
"$SOC I have kept a journal on my thought process throughout owning this business and thank god I have. The amount of lessons that one could take away on investing broadly through an understanding of the day to day whipsaw of owning Sable is incredible. I plan to share these notes once the pipeline is online XXX% and we are no longer talking about if it comes online but instead asset values cash flows and production levels" @100xCompounding on X 2025-07-19 17:46:37 UTC 3415 followers, 4266 engagements
"$NVGS enters into a JV to add two new Ammonia fueled LPG transport capable vessels for $84M new build price. We will be writing a brief piece on this in the coming days after I have a chance to connect with Mr.Giveans with Navigator IR. Stay tuned" @100xCompounding on X 2025-07-17 16:49:15 UTC 3404 followers, XXX engagements
"$VAL The Valaris Thesis is out If you have signed up for the distribution list it is in your inbox. If you havent signed up and want access to this and my past work please comment like or share and I will reach out to you and collect your email. Enjoy - Arcelor Mittal and Interfor are next up. $VAL $MT $IFP" @100xCompounding on X 2025-07-11 16:53:44 UTC 3418 followers, 13.6K engagements
"Really happy with the $FPH Five Point results. Posting a free article covering them on the substack page tomorrow" @100xCompounding on X 2025-07-24 22:49:14 UTC 3418 followers, 1070 engagements
"@ironic_capital @valuehurts See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:32:15 UTC 3417 followers, XX engagements
"$SOC Adding a reaction to Sables tentative on the Substack. Moving it to be released by close of business tomorrow. Paid subs will get instant access" @100xCompounding on X 2025-07-17 20:01:20 UTC 3415 followers, 1641 engagements
"$VAL $NE $RIG Industry standard IRRs are XX% approximately. Based on what we estimated new build pricing to be that works out to close to 700K of day rate. For reference at 500K day rate Valaris earnings 1.2B in free cash flows (3B market cap today). There are some cold stacked rigs that can come online but that is a 150-200M price tag to do so and those will not be paid by the rig owners instead those are reimbursed by the NOC/IOC. This cycle is going to be epic. Lots of money will be made for the patient investor investing in offshore energy services in the next decade" @100xCompounding on X 2025-07-19 22:05:45 UTC 3418 followers, 9453 engagements
"26/27 are years we have penciled as highly active for offshore activity. Here is another small signal that we have some more exploration capex coming down the pipe from Galp. This on top of the X successful test wells they drilled in Namibia that are proving fruitful and will need additional spend. $VAL $NE $RIG $SDRL $TDW" @100xCompounding on X 2025-07-23 15:00:04 UTC 3417 followers, XXX engagements
"I tried to connect with and collect every email I could to send out the $VAL thesis. I am sure I undoubtedly missed someone who wanted it so I made a landing page to make it more easily accessible to you all. If you want it just click" @100xCompounding on X 2025-07-21 01:15:12 UTC 3417 followers, 1446 engagements
"The response to the launch of the Substack page has been overwhelmingly positive. Thank you so much for your support. Almost cracking the Top XX in the Finance Category Yesterday I put out a note about the gas discovery in Cyprus what it means for Valaris $VAL and the country more broadly in terms of continued capex to develop its vast offshore resources in the EEZ. Check it out here:" @100xCompounding on X 2025-07-20 14:09:15 UTC 3417 followers, 1635 engagements
"$VAL I got kicked off my internet I will do another spaces tomorrow. Sorry about that" @100xCompounding on X 2025-07-14 23:12:27 UTC 3417 followers, 1821 engagements
"Earnings season is such a blast. Ill be listening to the calls doing follow ups and posting notes on the businesses tagged this quarter. If theres something you wanted added thats in my sphere of understanding please drop the ticker. $VAL $RIG $NE $SOC $NMM $ACIC $FPH $NVGS $TDW $LXU" @100xCompounding on X 2025-07-23 00:50:55 UTC 3418 followers, 3646 engagements
"This exacerbated by the fact that the industry is cutting capex pushing out capital spend except for deep water / floaters. Very interesting developments in the last few weeks. $VAL $NE $SDRL $RIG" @100xCompounding on X 2025-07-23 12:19:13 UTC 3418 followers, 1709 engagements
"Sable Offshore $SOC Here is our expedited piece following yesterdays tentative ruling. Sable will get its own long form thesis with an approximate release date of July XX 2025 for paid subscribers" @100xCompounding on X 2025-07-18 15:37:58 UTC 3415 followers, 3217 engagements
"$SOC Jim Flores continues to impress After the $AEO shoot and in a shocking turn of events a 4th platform has been installed for Sable called the Sweeney. Jeffries estimates a $XX per share increase to NAV over night. Youre not long enough" @100xCompounding on X 2025-07-24 12:40:51 UTC 3418 followers, 9717 engagements
"What would you guys rather have a long form write up on $IFP.CA $MT $NVGS $FPH" @100xCompounding on X 2025-07-04 21:51:37 UTC 3407 followers, 2450 engagements
"$VAL $TDW You are not investing in a spot oil price that is not your bet. Though it does seem like in the medium term prices will be higher not lower. What your actual bet is on is Oil Capex that is a trend that is easy to follow and desperately needed just to keep supply flat and even then there are significant challenges. #OOTT" @100xCompounding on X 2025-07-09 13:03:39 UTC 3417 followers, 8327 engagements
"@javimedi95 See our free thesis X pages of deep research on one of our favorite names in the offshore services space We think they are competitively advantaged via their ARO contract with Saudi Aramco $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:33:21 UTC 3417 followers, XX engagements
"In the most bullish market for oil/oil services you can picture what is Valaris $VAL worth Give me your bullish case" @100xCompounding on X 2025-07-03 22:36:48 UTC 3404 followers, 3351 engagements
"$SOC The timeline is uncertain but if you believe in the next 2-3 years sable comes online given the current discount to asset values you can be wrong for a long time and make an incredible risk adjusted return. It turns out buying assets for $0.10/$1 will do that" @100xCompounding on X 2025-07-15 01:56:11 UTC 3397 followers, 5145 engagements
"$CRVS Corvus Pharmaceuticals Thesis Credit: @realmostafah" @100xCompounding on X 2025-07-10 15:09:10 UTC 3418 followers, 2769 engagements
"So will $FPH an $800M market cap and $VAL $3B market cap Let that sink in" @100xCompounding on X 2025-07-25 02:24:47 UTC 3418 followers, 2117 engagements
"@staffpro11 $RIG is on our content list for September We are writing up all the offshore drillers" @100xCompounding on X 2025-07-22 03:34:55 UTC 3405 followers, XXX engagements
"@offshoreenergyt See our free thesis X pages of deep research on one of our favorite names in the offshore services space We also wrote up the recent gas discovery and the capex implications in the EEZ $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:35:13 UTC 3417 followers, XXX engagements
"$SOC Tentative was upheld as the order of the court. Oil will flow soon" @100xCompounding on X 2025-07-18 17:52:08 UTC 3416 followers, 10.7K engagements
"$VAL $TDW $BORR $RIG $SDRL $NE It will happen slowly and then all at once. The important thing to note is recoveries in depressed/cyclical industries are NOT linear. There will be ups and downs but the direction and duration of the coming cycle is tremendous. The market can ignore these companies for a long time and have but at the end of the day capital follows businesses that demonstrate their latent earnings capabilities. Most of these companies ( $VAL & $TDW) in particular are going to generate their market caps in free cash flows in a 2-3 year period. In that instance the market is" @100xCompounding on X 2025-07-08 19:08:11 UTC 3417 followers, 15.5K engagements
"@GrumpierBTDay Oh I havent looked at $KUYA.V so thank you And ohhh pine cliff great idea $PNE let me dig more into this one thanks for your suggestions" @100xCompounding on X 2025-07-22 02:25:04 UTC 3417 followers, XXX engagements
"Interfor Corporation $IFP.CA TDC has posted our latest thesis on Interfor Corporation a lumber producer in Canada. The thesis is a 14-page report that lays out: 1) the history of the firm dating back to 1976 2) Changes to the distribution of lumber products over the last decade 3) Supply shortages 4) Demand drivers 5) Balance sheet dynamics and debt deep dive 6) Valuation of the firm and what we think it is worth Enjoy" @100xCompounding on X 2025-07-22 21:30:19 UTC 3417 followers, 1701 engagements
"Here is a FREE house keeping article centered around what you can expect as a paid subscriber to The Daily Compounder Substack. In addition to what is listed we added an expediated look at $SOC recent court hearing and the implications for the business as its relates to a restart. We are also going to be discussing $NVGS and $VAL as two material developments came out in the news last week. We are also pushing our thesis on Interfor $IFP.CA back to COB 7/22/2025 to account for a conversation we scheduled with their management team and will be adding those notes as well. This and much more in" @100xCompounding on X 2025-07-19 18:22:07 UTC 3417 followers, 4237 engagements
"$VAL cant wait to chat about our latest idea See you there" @100xCompounding on X 2025-07-11 17:00:27 UTC 3417 followers, 1016 engagements
"$VAL Yesterday Valaris announced a gas discovery in Cyrpus. What does it mean for demand What does the business think it has there in terms of resource All of this in more in our article coming out in the coming days after we get a chance to talk to management. Stay tuned" @100xCompounding on X 2025-07-17 18:59:54 UTC 3416 followers, 1204 engagements
"$SOC Check out the latest article on the Daily Compounding substack for our take on the details of the tentative. We dissect it line by line to give you the information without any of the added legal speak. Enjoy" @100xCompounding on X 2025-07-18 18:06:49 UTC 3416 followers, 2768 engagements
"@Sedss33321 I think its a fine rate given these are vessels $NE had tossed around scrapping any how" @100xCompounding on X 2025-07-22 11:01:09 UTC 3416 followers, XX engagements
"$VAL $SDRL $RIG $NE Onshore break-even prices were so low for so long that market share was taken from deep water which was driven by 1) economics 2) deep water horizon. Many discount the fact that in 2014 post DWH the offshore market similar to what has happened with nuclear obtained an increasingly poor reputation. That is beginning to change as the collective memory is short but more importantly the economics of offshore projects are simply better than onshore (Shale in the US for example)" @100xCompounding on X 2025-07-08 18:06:25 UTC 3417 followers, 3846 engagements
"The more I think about Nobles latest contract the more I think it was a great deal for them. $NE contracted a 6G ship for X months at $665K per day ($80M in total) for a rig they had openly discussed scrapping. While I think $VAL is the best choice in the space Noble is probably the best fleet management business in all of offshore drilling today" @100xCompounding on X 2025-07-23 00:51:11 UTC 3417 followers, 5996 engagements
"@boyer_jeremie $NE is coming out at the end of August we have it in the content schedule. $CENX Ill look more into thank you" @100xCompounding on X 2025-07-22 02:23:43 UTC 3401 followers, XXX engagements
"I am about 1/3 of the way through my upcoming piece on Arcelor Mittal $MT. If you want to read it as well as the rest of the write ups Ive done for 2025 ( $TDW $FPH $ACIC $NVGS $VAL $LXU) as well as all future thesis I come out with (currently XX in the backlog) please repost this like this or DM me with your email and I will add you to my distribution list Side note 6:00PM Central Im doing LIVE Spaces to talk about my newest thesis on Valaris See you there" @100xCompounding on X 2025-07-14 21:01:07 UTC 3417 followers, 2844 engagements
"$SOC Moving to appeals and oil still flows. State courts was always a tough arena to play in I think there was optimistic assumptions that the legal case for sable was so strong that they had a chance to win in state courts. Thats proved to be wrong not because of a weakness on the merits of sables case but for procedural purposes that were very much avoidable. Now we move to appeals where the odds improve though I dont know that we win in appeals. The base case has been federal courts and thats where I believe this heads. In the meantime Sables on ice but we still think the opportunity is" @100xCompounding on X 2025-07-11 12:46:34 UTC 3401 followers, 4998 engagements
"After years of watching the cycle doing significant amounts of research on the drillers that stem from our investment in $TDW I am happy to finally announce we have made our pick in the space. $VAL. I will be posting a long form thesis in the days ahead and a spaces if there is interest. Stay tuned" @100xCompounding on X 2025-07-08 18:56:48 UTC 3417 followers, 17.5K engagements
"$SOC The tone has officially changed thank god" @100xCompounding on X 2025-07-23 18:12:14 UTC 3418 followers, 18.1K engagements
"With my piece on Interfor finished Ill be writing up $SOC next starting with Celeron all the way through to where we stand today The Sable piece has an estimated publishing date of July 25th though I am traveling so it might end up being Monday the 28th. Either way keep your eyes open If you want to check out all of what we have coming down the pipe in the coming month check out our free piece linked below" @100xCompounding on X 2025-07-23 02:52:58 UTC 3416 followers, 3021 engagements
"This is a well written piece thank you for sharing Here is our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:34:43 UTC 3417 followers, 1720 engagements
"@blondesnmoney I know a lot of people that are thinking $PDD is looking nice right now - China seems to be coming around the other side of their X year recession and things are looking up for them" @100xCompounding on X 2025-07-21 02:10:16 UTC 3416 followers, XXX engagements
"See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:31:23 UTC 3417 followers, 1493 engagements