[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 $ne, $rig, $val, $tdw the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1625692183234764804/interactions)  - X Week XXXXXX +43% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +303% - X Year XXXXXXXXX +522% ### Mentions: XX [#](/creator/twitter::1625692183234764804/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +387% - X Year XXX +169% ### Followers: XXXXX [#](/creator/twitter::1625692183234764804/followers)  - X Week XXXXX +1.90% - X Month XXXXX +3.40% - X Months XXXXX +57% - X Year XXXXX +117% ### CreatorRank: XXXXXXX [#](/creator/twitter::1625692183234764804/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXXX% [currencies](/list/currencies) XXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$ne](/topic/$ne) #97, [$rig](/topic/$rig) #8, [$val](/topic/$val) #8, [$tdw](/topic/$tdw) #1, [$sdrl](/topic/$sdrl) #4, [$borr](/topic/$borr) #6, [balance sheet](/topic/balance-sheet) #725, [$cvx](/topic/$cvx) #31, [debt](/topic/debt) #1431, [$soc](/topic/$soc) XXXX% **Top accounts mentioned or mentioned by** [@jacobloya7](/creator/undefined) [@jsmith8286](/creator/undefined) [@icbarrett](/creator/undefined) [@natgasturk](/creator/undefined) [@futviewer45](/creator/undefined) [@richfidei](/creator/undefined) [@ragingbullcap](/creator/undefined) [@gpstonks](/creator/undefined) [@51793977c](/creator/undefined) [@seawolfcap](/creator/undefined) [@tfone21](/creator/undefined) [@jdkirkpatrick1](/creator/undefined) [@cagovernors](/creator/undefined) [@texastradman](/creator/undefined) [@nipponsteel](/creator/undefined) [@ultradeep3](/creator/undefined) [@tommydeepwater](/creator/undefined) [@offshoremayor](/creator/undefined) [@bamba_valance](/creator/undefined) [@ayusovalue](/creator/undefined) **Top assets mentioned** [Noble Corporation (NE)](/topic/$ne) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Tidewater, Inc. (TDW)](/topic/$tdw) [Seadrill Limited (SDRL)](/topic/$sdrl) [Convex Finance (CVX)](/topic/$cvx) [Sable Offshore Corp. (SOC)](/topic/$soc) [California Resources Corporation (CRC)](/topic/$crc) [PolkaBridge (PBR)](/topic/$pbr) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Lennar Corporation (LEN)](/topic/$len) [PulteGroup, Inc. (PHM)](/topic/$phm) [NVR, Inc. (NVR)](/topic/$nvr) [Olin Corp. (OLN)](/topic/$oln) [Westlake Chemical, Corp. (WLK)](/topic/$wlk) [Oxygen (OXY)](/topic/$oxy) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [ArcelorMittal (MT)](/topic/$mt) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Exxon Mobil (XOM)](/topic/$xom) [NVIDIA Corp. (NVDA)](/topic/$nvda) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [FansTime (FTI)](/topic/$fti) [Valero Energy Corporation (VLO)](/topic/$vlo) [TotalEnergies SE (TTE)](/topic/$tte) ### Top Social Posts Top posts by engagements in the last XX hours "$TDW $NE $NVGS We had a fantastic time in Houston visiting with a number of companies we own and some we are interested in owning. The three I will run through in this post are Navigator Gas Tidewater and Noble. Navigator: The first thing I will say about Navigator is the executive team is incredibly sharp and open with the investor base with a deep understanding of the market with each member of the management team offering a unique perspective. Every executive and non-executive board member present at the meeting was interesting and highly knowledgeable about the market Navigator serves." [X Link](https://x.com/100xCompounding/status/1989119790225449455) 2025-11-13T23:54Z 4356 followers, 9982 engagements "$RIG $VAL $NE $SDRL $PBR $XOM $CVX For those that missed it we added some additional data to our market tracking sheet to give a better idea of the market for UDWs. We will be doing this as well for the Semi-Sub market. A few things to note are that idled vessels dont just mean cold stacked tonnage thats never coming back this is data we plan to put up in website format thatll be constantly updated. For the purposes of this reader snap shot idled also means vessels that currently are not on contract but have work contracted in 2026 this is the case for a few of Nobles vessels for example. I" [X Link](https://x.com/100xCompounding/status/1997052982358151325) 2025-12-05T21:18Z 4356 followers, 4969 engagements "If Trump approves $NVDA to sell chips to China it would be based on negotiations and a well thought out change in strategy right It would not be to pump the largest stock in the $SPY as a % to keep stocks at ATHs like he said he would do right" [X Link](https://x.com/100xCompounding/status/1998127500405424255) 2025-12-08T20:28Z 4356 followers, XXX engagements "@JDKirkpatrick1 Yes. One piece of data I really like to watch is the backlog and FCF of $FTI This businesses backlog will end up trickling down to $RIG $VAL $NE $TDW" [X Link](https://x.com/100xCompounding/status/1982990747252207851) 2025-10-28T02:00Z 4349 followers, XXX engagements "$NE Training simulators in house at Nobles offices are truly something. Very cool to have access to as its just Nobles and Maersk that have these systems in Nobles case they can help their active fleet in real time with logistical concerns and can pre drill a well virtually before its actually executed on location" [X Link](https://x.com/100xCompounding/status/1989098692901769624) 2025-11-13T22:30Z 4350 followers, 2067 engagements "$TDW $RIG $VAL $NE $SDRL $SMHI Tidewater has grown into our firms largest position as we took advantage of the recent pull back in price to add a significant portion to this core position in our portfolio. It has been a while since we updated our readers on our thoughts on Tidewater so here it is In this piece we lay out: 1) Valuation 2) 2026-2027 Market Dynamics and Beyond 3) M&A Market Dynamics and Rationale for Each Potential Transaction" [X Link](https://x.com/100xCompounding/status/1991250660138901991) 2025-11-19T21:02Z 4357 followers, 5111 engagements "I think a lot of investors like $VAL and $NE because you get access to both UDW and Shallow water drilling activity with clean balance sheets at modest valuations. Why not allocate 75/25 or 50/50 to $RIG and $BORR and build a synthetic fleet of the best UDW and best JU fleets with a little more hair (debt) but cheaper valuations on an absolute basis Genuine question - would love to hear thoughts" [X Link](https://x.com/100xCompounding/status/1995175164917809250) 2025-11-30T16:56Z 4357 followers, 6761 engagements "$SOC Is the pipeline still kicking" [X Link](https://x.com/100xCompounding/status/1995576260324724875) 2025-12-01T19:30Z 4357 followers, 4715 engagements "$TDW $RIG $NE $VAL $SDRL Why is everything offshore running today I cant find a lick of news that justifies the news" [X Link](https://x.com/100xCompounding/status/1996322345640923557) 2025-12-03T20:55Z 4356 followers, 10.3K engagements "Great write up from Mr Deepwater here. Many will get frustrated by the length of this cycle as its slow and grinding. Once it turns the cash flow generation will be substantial. Moodys rated $RIG A3 in the 2000s in the last bull run just to provide a point of reference. Meanwhile while the market remains somewhat muted Transocean is paying down debt and cutting $90M in debt Am next year" [X Link](https://x.com/100xCompounding/status/1997334800743514141) 2025-12-06T15:58Z 4356 followers, 8489 engagements "$RIG $VAL $NE $SDRL We are roughly X vessels long in UDWs today. Meanwhile Galp is in open discussion with Total or Chevron for the Farm Out of Mopane. In the meantime Namibia still lags a lot of the necessary infrastructure vs markets like Guyana although if we assume the Namibia require a similar number of Rigs as Guyana the market gets very tight very quickly. Mopane alone is estimated to require 2-3 vessels. In addition Shell has had success in the Orange Basin (PEL 39) as well via Lesedi-1x (3 exploration wells and X appraisal well has been drilled by shell all leading to discoveries) -" [X Link](https://x.com/100xCompounding/status/1996685515664379976) 2025-12-04T20:58Z 4356 followers, 4879 engagements "$NE $BORR We covered this earlier last month about just how non core Noble sees their JU asset base I imagine these deals will continue. On the $BORR side we had a bad feeling they might use their newfound liquidity to buy more vessels. The deal was good $72M on what is $200-$250M of replacement cost for the high spec JUs is roughly $0.30/$1 the issue we have is when does the balance sheet improve When is management actually going to strengthen the companies financial position It seems like we are far from that which is why we like $RIG much better than Borr in the past and at current" [X Link](https://x.com/100xCompounding/status/1998224502174458194) 2025-12-09T02:53Z 4356 followers, 6555 engagements "$RIG Transocean Ltd. (RIG) announced Tuesday that a subsidiary of the Company entered into agreements with a third party to sell the Development Driller III and associated assets for $XXX million and the Discoverer Inspiration and associated assets for $XXX million as part of its ongoing efforts to dispose of non-strategic assets. The Company expects the sale of these assets for an aggregate $XXX million will result in an estimated non-cash charge for the third quarter 2024 ranging between $XXX million and $XXX million associated with the impairment of such assets. September 2024" [X Link](https://x.com/100xCompounding/status/1971011996758786477) 2025-09-25T00:40Z 4338 followers, 2661 engagements "$BLDR $PHM $NVR $LEN Imbalances are plaguing the global economic system right now. In housing we have seen a tremendous fall off not just in home building broadly but specifically the 1400sqft and smaller "starter" type home since the GFC. More evidence of that in the latest report from Builder "New new orders among first-time buyers decreased XX% decreased X% for move-up buyers but increased X% among the builders active adult group. The value of net new orders in the period was $XXX billion compared with $XXX billion in the third quarter of last year."" [X Link](https://x.com/100xCompounding/status/1981429931205624001) 2025-10-23T18:38Z 4347 followers, XXX engagements "Projections from the NAR $PHM $BLDR $NVR $LEN" [X Link](https://x.com/100xCompounding/status/1981438522004275220) 2025-10-23T19:12Z 4349 followers, 1175 engagements "$SOC $CRC $VLO Valero to exit despite the efforts of the state. Its really simple - these guys need more volumes. Kern Counties 10-12 barrels per day on 2000 wells (not even drilled just permitted) did not cut it. Our math says you need more like 4200-4500 DRILLED wells to even come close to meet state production goals of 125M annual barrels. As Ive said before - California deserves everything it has coming to it" [X Link](https://x.com/100xCompounding/status/1981702986905653507) 2025-10-24T12:43Z 4338 followers, 3820 engagements "$NE Noble up next - looking forward to the conversation" [X Link](https://x.com/100xCompounding/status/1989059203441258898) 2025-11-13T19:54Z 4349 followers, 1224 engagements "$BORR $VAL $NE Jackups are having a really interesting month and change. Time will tell if this leads to meaningful day rate expansion in the medium term but the calling back of vessels in ME is significant - PEMEX payments to Borr is also positive and payments to $TDW were also made (side note). For the UDW guys who own JUs we think it is fairly obvious for Noble at least that these are assets they can live without. What does the opportunity look like for Noble as shallow water works ahead of the deep water cycle to sell some JU vessels to raise case at a reasonable comp We think that is a" [X Link](https://x.com/100xCompounding/status/1989446914400481718) 2025-11-14T21:34Z 4349 followers, 4049 engagements "$TDW Great article and a nice case for purchasing Harvey Gulf. The other piece to this is Brazil seems to be of interest as well so we wouldnt be surprised if Tidewater went that way as well. Potentially there are a few transactions being worked on simultaneously" [X Link](https://x.com/100xCompounding/status/1990407884375576730) 2025-11-17T13:13Z 4338 followers, 5978 engagements "In case anyone was wondering where this was at within the broader Santos $PBR $RIG $NE $VAL" [X Link](https://x.com/100xCompounding/status/1990498173765255465) 2025-11-17T19:12Z 4338 followers, 2639 engagements "$NE $RIG $VAL Noble has done the bulk of the consolidation scrapped intelligently and as a result has underperformed its peer group. Why" [X Link](https://x.com/100xCompounding/status/1990825868688552326) 2025-11-18T16:54Z 4338 followers, 1055 engagements "$TDW Tidewater will either make an acquisition before 2025 ends or buy back a huge chunk of stock by end of Q1 2026. Book it" [X Link](https://x.com/100xCompounding/status/1990932237345235224) 2025-11-18T23:56Z 4338 followers, 3156 engagements "$OLN $WLK $OXY Olin Corporation Thesis is out What we cover: 1) Business history 2) Industry Consolidation 3) Balance Sheet 4) Valuation Enjoy" [X Link](https://x.com/100xCompounding/status/1990971074394116328) 2025-11-19T02:31Z 4348 followers, 2165 engagements "$NE $TDW $VAL $RIG Noble gas done everything right and cant catch a bid. Why I give my X cents here" [X Link](https://x.com/100xCompounding/status/1991170128017522790) 2025-11-19T15:42Z 4338 followers, 1370 engagements "$OLN $WLK $OXY Comparing US based production to Asian ECU costs the first critical input is the price of electricity which accounts for roughly XX% of ECU cost. There are three main costs that include Electricity Variable costs and fixed overhead costs shown below" [X Link](https://x.com/100xCompounding/status/1991575226212323402) 2025-11-20T18:31Z 4348 followers, 1050 engagements "Im sorry but the idea that a few month delay on the back of weak oil pricing is detrimental to the long term thesis in floaters is insane. $RIG $NE $VAL $BORR" [X Link](https://x.com/100xCompounding/status/1993684747084591123) 2025-11-26T14:14Z 4348 followers, 2779 engagements "@RichFidei Thank you Full disclosure tidewater $TDW is our largest position today. Thanks for interacting and your kind words I hope we are adding value for you" [X Link](https://x.com/100xCompounding/status/1993717525901902297) 2025-11-26T16:24Z 4338 followers, XXX engagements "And to thank people were taking victory laps in the drilling thesis being broken $RIG $VAL $NE" [X Link](https://x.com/100xCompounding/status/1994055954506154358) 2025-11-27T14:49Z 4348 followers, 5744 engagements "@ragingbullcap @ICBarrett I want to add to my what Im thankful list you guys being willing to pontificate on the cyclicality of UDWs on thanksgiving afternoon. Love it $RIG $VAL $NE maybe we could do a X way conversation sometime podcast style" [X Link](https://x.com/100xCompounding/status/1994090242886762834) 2025-11-27T17:05Z 4338 followers, XXX engagements "Meanwhile the assets to develop them trade at $0.10/1. You wont develop those assets until you pay a proper rate for the UDW assets $TDW $RIG $VAL $NE" [X Link](https://x.com/100xCompounding/status/1994193773669028249) 2025-11-27T23:57Z 4338 followers, 6472 engagements "We think a lot about the UDW and OSV operators - how do we create a contrarian view in these names We think the longer term view that allows us to hold these through the cycle is are these commodity assets or not Could $RIG $VAL $NE and $TDW be in a position to be what buffet calls better businesses (High barriers to entry and high ROC) that to me is still not the way many who own these deep water assets are thinking about it" [X Link](https://x.com/100xCompounding/status/1995174728605008159) 2025-11-30T16:54Z 4349 followers, XXX engagements "@GP_stonks Yes I could see that too - I just think they explicitly or not if youre buying $VAL or $NE arent you saying I want JU exposure Otherwise why not just buy Transocean" [X Link](https://x.com/100xCompounding/status/1995183462962049157) 2025-11-30T17:29Z 4338 followers, XXX engagements "Yes thats how we see it and also we think about $BORR and $RIG ability to pay down debt and add alpha from a balance sheet clean up. Although $NE basically trades like it did out of bankruptcy despite a doubling of day rates and a smaller fleet ( from scrapping). I think the 5-7-10 year view is $RIG will win because the fleet is simply the best in the industry and these are no longer commodity assets" [X Link](https://x.com/100xCompounding/status/1995217109966630965) 2025-11-30T19:43Z 4349 followers, XXX engagements "$AMR $MT $CLF $HCC" [X Link](https://x.com/100xCompounding/status/1995301785649447166) 2025-12-01T01:19Z 4338 followers, 1158 engagements "$HCC $AMR December Content Schedule and November Recap is live and free for all to enjoy. I hope everyone had an enjoyable safe thanksgiving with the ones you hold dear. This months stock thesis will be a compare and contrasting of Warrior Met Coal $HCC and Alpha Met $AMR and provide for a brief overview of each firm and what $HCC might be able to take away from the Alpha Met playbook once Blue Creek is finished" [X Link](https://x.com/100xCompounding/status/1995527363791028427) 2025-12-01T16:16Z 4338 followers, 1588 engagements "$SOC $CRC Our final public update on Sable Offshore $SOC. In this piece we cover: 1) California's energy crisis 2) Sable's role in helping California Energy and the current state of things 3) Mea Culpa on what we got wrong to date on Sable Offshore" [X Link](https://x.com/100xCompounding/status/1995558615097508217) 2025-12-01T18:20Z 4340 followers, 2720 engagements "$MT $CLF Arcelor Mittal has been our pick in the steel business for a long time. They have access to three amazing markets for steel via North America Brazil and India" [X Link](https://x.com/100xCompounding/status/1995619722575151247) 2025-12-01T22:23Z 4338 followers, 1138 engagements "$RIG $VAL $NE $SDRL Keep in mind the global fleet is only 5-7 vessels over supplied" [X Link](https://x.com/100xCompounding/status/1995647003980955929) 2025-12-02T00:11Z 4348 followers, 8682 engagements "$TDW $RIG $VAL $NE" [X Link](https://x.com/100xCompounding/status/1995974491286200349) 2025-12-02T21:52Z 4348 followers, 4527 engagements "$TDW what price comes first for Tidewater" [X Link](https://x.com/100xCompounding/status/1996050458150891752) 2025-12-03T02:54Z 4347 followers, 1074 engagements "$CVX Quote from Chevron Capex Budget Global offshore capex is expected to be approximately $XXX billion primarily supporting growth in Guyana Eastern Mediterranean and Gulf of America. Included in upstream spend is about $XXX billion in capitalized interest primarily related to Guyana assets" [X Link](https://x.com/100xCompounding/status/1996431027946901781) 2025-12-04T04:07Z 4341 followers, 1641 engagements "This is a trend that will continue $CVX $RIG $VAL $TDW $SDRL" [X Link](https://x.com/100xCompounding/status/1996440885870088367) 2025-12-04T04:46Z 4350 followers, 4904 engagements "@JSmith8286 yeah $SDRL $VAL $RIG $NE are the biggest players" [X Link](https://x.com/100xCompounding/status/1996634535665250670) 2025-12-04T17:35Z 4338 followers, XXX engagements "$TDW $RIG $VAL $NE $SDRL Updated* For TPAOs X vessels they dont really compete with the rest of the 3rd party charter vessels given these are all working for the needs of the state Thank you @GP_stonks for the reminder on TPAO/El Dorado" [X Link](https://x.com/100xCompounding/status/1996640477274427803) 2025-12-04T17:59Z 4348 followers, 2455 engagements "After that is the Contract Map (maybe the most useful piece of the resource) that will show you current contracts plus any options on those contracts color coded by company vessel customer and region" [X Link](https://x.com/100xCompounding/status/1996642225644884116) 2025-12-04T18:06Z 4338 followers, XXX engagements "Finally for each of the major markets we are in the process of pulling data on each basin and field and the operator of each. So far we have Brazil Guyana Namibia and Gulf of Mexico finished with many more to complete" [X Link](https://x.com/100xCompounding/status/1996642228371083555) 2025-12-04T18:06Z 4338 followers, XXX engagements "@ICBarrett @JSmith8286 Are they semi subs I am going to map semi subs separately after I get all the UDW drillers are finished do they own drillship tonnage" [X Link](https://x.com/100xCompounding/status/1996647064114225240) 2025-12-04T18:25Z 4346 followers, XXX engagements "Yes $RIG is the leader followed by $NE Noble and $VAL Valaris. $SDRL is another and rounds out the top X Transocean is debt pay down + pure play UDW $NE is the dividend paying clean balance sheet guy $VAL is a nice fleet + JU exposure too. Seadrill has some hair on it because of some regulatory snags and have been for sale for a long time but my guess is no buyer steps in until they clean that stuff up" [X Link](https://x.com/100xCompounding/status/1996687058501345359) 2025-12-04T21:04Z 4338 followers, XXX engagements "Our latest in our 10-part series on generating dividends through both equity and corporate bonds" [X Link](https://x.com/100xCompounding/status/1996988946610282888) 2025-12-05T17:04Z 4347 followers, XXX engagements "Nothing like this has ever happened in the history of man kind what are you talking about dude" [X Link](https://x.com/100xCompounding/status/1997017968987750642) 2025-12-05T18:59Z 4338 followers, 1808 engagements "Part Two of our XX part series Yearning For Yield drops tomorrow Here is a teaser for the Corporate Bond we are adding to the portfolio that comes out tomorrow Enjoy Here is part X for those interested where we covered Noble from a pure Yield perspective $NE" [X Link](https://x.com/100xCompounding/status/1996683521264701837) 2025-12-04T20:50Z 4350 followers, XXX engagements "$RIG $TDW $VAL $NE I am in the processing of building "the bible" for offshore deepwater drilling market data. There is alot of talk about the fleet size but outside of the larger players it is a bit difficult to track what other companies own drillships and where they are operating. Here is how I am tracking the global fleet - if I am missing something please let me know. For the idle category some vessels are listed idle on a temporary basis like Noble Voyager or Valliant that are contracted but they just have white space until the contract begins. Would love any feedback from any of the" [X Link](https://x.com/100xCompounding/status/1996627015818969411) 2025-12-04T17:05Z 4356 followers, 10.1K engagements "$RIG $VAL $NE $TDW $SDRL In reference to the Ultra Deepwater Drilling Resource we are launching here is what you can expect. First a Regional Summary page that details each market and what vessels are operating there currently" [X Link](https://x.com/100xCompounding/status/1996642217516232770) 2025-12-04T18:06Z 4357 followers, 2538 engagements "Thats a totally fair point this was just my attempt at humor. The movement in oil pricing and the movement of the underlying equities has been quite interesting over the last few months potentially the read through is how these larger E&Ps operate is not going to change much based on the spot price fluxes in the interim" [X Link](https://x.com/100xCompounding/status/1998387182780780735) 2025-12-09T13:40Z 4356 followers, XXX engagements "@51793977C No Ive never gotten squiggly in my life. My point is sentiment is shit and nows a great time to buy" [X Link](https://x.com/100xCompounding/status/1998537636575678935) 2025-12-09T23:37Z 4356 followers, XXX engagements
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@100xCompounding TheDailyCompounder
TheDailyCompounder posts on X about $ne, $rig, $val, $tdw the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +43%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +303%
- X Year XXXXXXXXX +522%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +387%
- X Year XXX +169%
Followers: XXXXX #
- X Week XXXXX +1.90%
- X Month XXXXX +3.40%
- X Months XXXXX +57%
- X Year XXXXX +117%
CreatorRank: XXXXXXX #
Social Influence
Social category influence cryptocurrencies XXXXX% stocks XXXXX% finance XXXXX% countries XXXXX% currencies XXX% technology brands XXXX%
Social topic influence $ne #97, $rig #8, $val #8, $tdw #1, $sdrl #4, $borr #6, balance sheet #725, $cvx #31, debt #1431, $soc XXXX%
Top accounts mentioned or mentioned by @jacobloya7 @jsmith8286 @icbarrett @natgasturk @futviewer45 @richfidei @ragingbullcap @gpstonks @51793977c @seawolfcap @tfone21 @jdkirkpatrick1 @cagovernors @texastradman @nipponsteel @ultradeep3 @tommydeepwater @offshoremayor @bamba_valance @ayusovalue
Top assets mentioned Noble Corporation (NE) Transocean LTD. (RIG) Validity (VAL) Tidewater, Inc. (TDW) Seadrill Limited (SDRL) Convex Finance (CVX) Sable Offshore Corp. (SOC) California Resources Corporation (CRC) PolkaBridge (PBR) Builders FirstSource, Inc. (BLDR) Lennar Corporation (LEN) PulteGroup, Inc. (PHM) NVR, Inc. (NVR) Olin Corp. (OLN) Westlake Chemical, Corp. (WLK) Oxygen (OXY) Alpha Metallurgical Resources, Inc. (AMR) ArcelorMittal (MT) Cleveland-Cliffs, Inc. (CLF) Warrior Met Coal, Inc. (HCC) Exxon Mobil (XOM) NVIDIA Corp. (NVDA) SPDR S&P XXX ETF Trust (SPY) FansTime (FTI) Valero Energy Corporation (VLO) TotalEnergies SE (TTE)
Top Social Posts
Top posts by engagements in the last XX hours
"$TDW $NE $NVGS We had a fantastic time in Houston visiting with a number of companies we own and some we are interested in owning. The three I will run through in this post are Navigator Gas Tidewater and Noble. Navigator: The first thing I will say about Navigator is the executive team is incredibly sharp and open with the investor base with a deep understanding of the market with each member of the management team offering a unique perspective. Every executive and non-executive board member present at the meeting was interesting and highly knowledgeable about the market Navigator serves."
X Link 2025-11-13T23:54Z 4356 followers, 9982 engagements
"$RIG $VAL $NE $SDRL $PBR $XOM $CVX For those that missed it we added some additional data to our market tracking sheet to give a better idea of the market for UDWs. We will be doing this as well for the Semi-Sub market. A few things to note are that idled vessels dont just mean cold stacked tonnage thats never coming back this is data we plan to put up in website format thatll be constantly updated. For the purposes of this reader snap shot idled also means vessels that currently are not on contract but have work contracted in 2026 this is the case for a few of Nobles vessels for example. I"
X Link 2025-12-05T21:18Z 4356 followers, 4969 engagements
"If Trump approves $NVDA to sell chips to China it would be based on negotiations and a well thought out change in strategy right It would not be to pump the largest stock in the $SPY as a % to keep stocks at ATHs like he said he would do right"
X Link 2025-12-08T20:28Z 4356 followers, XXX engagements
"@JDKirkpatrick1 Yes. One piece of data I really like to watch is the backlog and FCF of $FTI This businesses backlog will end up trickling down to $RIG $VAL $NE $TDW"
X Link 2025-10-28T02:00Z 4349 followers, XXX engagements
"$NE Training simulators in house at Nobles offices are truly something. Very cool to have access to as its just Nobles and Maersk that have these systems in Nobles case they can help their active fleet in real time with logistical concerns and can pre drill a well virtually before its actually executed on location"
X Link 2025-11-13T22:30Z 4350 followers, 2067 engagements
"$TDW $RIG $VAL $NE $SDRL $SMHI Tidewater has grown into our firms largest position as we took advantage of the recent pull back in price to add a significant portion to this core position in our portfolio. It has been a while since we updated our readers on our thoughts on Tidewater so here it is In this piece we lay out: 1) Valuation 2) 2026-2027 Market Dynamics and Beyond 3) M&A Market Dynamics and Rationale for Each Potential Transaction"
X Link 2025-11-19T21:02Z 4357 followers, 5111 engagements
"I think a lot of investors like $VAL and $NE because you get access to both UDW and Shallow water drilling activity with clean balance sheets at modest valuations. Why not allocate 75/25 or 50/50 to $RIG and $BORR and build a synthetic fleet of the best UDW and best JU fleets with a little more hair (debt) but cheaper valuations on an absolute basis Genuine question - would love to hear thoughts"
X Link 2025-11-30T16:56Z 4357 followers, 6761 engagements
"$SOC Is the pipeline still kicking"
X Link 2025-12-01T19:30Z 4357 followers, 4715 engagements
"$TDW $RIG $NE $VAL $SDRL Why is everything offshore running today I cant find a lick of news that justifies the news"
X Link 2025-12-03T20:55Z 4356 followers, 10.3K engagements
"Great write up from Mr Deepwater here. Many will get frustrated by the length of this cycle as its slow and grinding. Once it turns the cash flow generation will be substantial. Moodys rated $RIG A3 in the 2000s in the last bull run just to provide a point of reference. Meanwhile while the market remains somewhat muted Transocean is paying down debt and cutting $90M in debt Am next year"
X Link 2025-12-06T15:58Z 4356 followers, 8489 engagements
"$RIG $VAL $NE $SDRL We are roughly X vessels long in UDWs today. Meanwhile Galp is in open discussion with Total or Chevron for the Farm Out of Mopane. In the meantime Namibia still lags a lot of the necessary infrastructure vs markets like Guyana although if we assume the Namibia require a similar number of Rigs as Guyana the market gets very tight very quickly. Mopane alone is estimated to require 2-3 vessels. In addition Shell has had success in the Orange Basin (PEL 39) as well via Lesedi-1x (3 exploration wells and X appraisal well has been drilled by shell all leading to discoveries) -"
X Link 2025-12-04T20:58Z 4356 followers, 4879 engagements
"$NE $BORR We covered this earlier last month about just how non core Noble sees their JU asset base I imagine these deals will continue. On the $BORR side we had a bad feeling they might use their newfound liquidity to buy more vessels. The deal was good $72M on what is $200-$250M of replacement cost for the high spec JUs is roughly $0.30/$1 the issue we have is when does the balance sheet improve When is management actually going to strengthen the companies financial position It seems like we are far from that which is why we like $RIG much better than Borr in the past and at current"
X Link 2025-12-09T02:53Z 4356 followers, 6555 engagements
"$RIG Transocean Ltd. (RIG) announced Tuesday that a subsidiary of the Company entered into agreements with a third party to sell the Development Driller III and associated assets for $XXX million and the Discoverer Inspiration and associated assets for $XXX million as part of its ongoing efforts to dispose of non-strategic assets. The Company expects the sale of these assets for an aggregate $XXX million will result in an estimated non-cash charge for the third quarter 2024 ranging between $XXX million and $XXX million associated with the impairment of such assets. September 2024"
X Link 2025-09-25T00:40Z 4338 followers, 2661 engagements
"$BLDR $PHM $NVR $LEN Imbalances are plaguing the global economic system right now. In housing we have seen a tremendous fall off not just in home building broadly but specifically the 1400sqft and smaller "starter" type home since the GFC. More evidence of that in the latest report from Builder "New new orders among first-time buyers decreased XX% decreased X% for move-up buyers but increased X% among the builders active adult group. The value of net new orders in the period was $XXX billion compared with $XXX billion in the third quarter of last year.""
X Link 2025-10-23T18:38Z 4347 followers, XXX engagements
"Projections from the NAR $PHM $BLDR $NVR $LEN"
X Link 2025-10-23T19:12Z 4349 followers, 1175 engagements
"$SOC $CRC $VLO Valero to exit despite the efforts of the state. Its really simple - these guys need more volumes. Kern Counties 10-12 barrels per day on 2000 wells (not even drilled just permitted) did not cut it. Our math says you need more like 4200-4500 DRILLED wells to even come close to meet state production goals of 125M annual barrels. As Ive said before - California deserves everything it has coming to it"
X Link 2025-10-24T12:43Z 4338 followers, 3820 engagements
"$NE Noble up next - looking forward to the conversation"
X Link 2025-11-13T19:54Z 4349 followers, 1224 engagements
"$BORR $VAL $NE Jackups are having a really interesting month and change. Time will tell if this leads to meaningful day rate expansion in the medium term but the calling back of vessels in ME is significant - PEMEX payments to Borr is also positive and payments to $TDW were also made (side note). For the UDW guys who own JUs we think it is fairly obvious for Noble at least that these are assets they can live without. What does the opportunity look like for Noble as shallow water works ahead of the deep water cycle to sell some JU vessels to raise case at a reasonable comp We think that is a"
X Link 2025-11-14T21:34Z 4349 followers, 4049 engagements
"$TDW Great article and a nice case for purchasing Harvey Gulf. The other piece to this is Brazil seems to be of interest as well so we wouldnt be surprised if Tidewater went that way as well. Potentially there are a few transactions being worked on simultaneously"
X Link 2025-11-17T13:13Z 4338 followers, 5978 engagements
"In case anyone was wondering where this was at within the broader Santos $PBR $RIG $NE $VAL"
X Link 2025-11-17T19:12Z 4338 followers, 2639 engagements
"$NE $RIG $VAL Noble has done the bulk of the consolidation scrapped intelligently and as a result has underperformed its peer group. Why"
X Link 2025-11-18T16:54Z 4338 followers, 1055 engagements
"$TDW Tidewater will either make an acquisition before 2025 ends or buy back a huge chunk of stock by end of Q1 2026. Book it"
X Link 2025-11-18T23:56Z 4338 followers, 3156 engagements
"$OLN $WLK $OXY Olin Corporation Thesis is out What we cover: 1) Business history 2) Industry Consolidation 3) Balance Sheet 4) Valuation Enjoy"
X Link 2025-11-19T02:31Z 4348 followers, 2165 engagements
"$NE $TDW $VAL $RIG Noble gas done everything right and cant catch a bid. Why I give my X cents here"
X Link 2025-11-19T15:42Z 4338 followers, 1370 engagements
"$OLN $WLK $OXY Comparing US based production to Asian ECU costs the first critical input is the price of electricity which accounts for roughly XX% of ECU cost. There are three main costs that include Electricity Variable costs and fixed overhead costs shown below"
X Link 2025-11-20T18:31Z 4348 followers, 1050 engagements
"Im sorry but the idea that a few month delay on the back of weak oil pricing is detrimental to the long term thesis in floaters is insane. $RIG $NE $VAL $BORR"
X Link 2025-11-26T14:14Z 4348 followers, 2779 engagements
"@RichFidei Thank you Full disclosure tidewater $TDW is our largest position today. Thanks for interacting and your kind words I hope we are adding value for you"
X Link 2025-11-26T16:24Z 4338 followers, XXX engagements
"And to thank people were taking victory laps in the drilling thesis being broken $RIG $VAL $NE"
X Link 2025-11-27T14:49Z 4348 followers, 5744 engagements
"@ragingbullcap @ICBarrett I want to add to my what Im thankful list you guys being willing to pontificate on the cyclicality of UDWs on thanksgiving afternoon. Love it $RIG $VAL $NE maybe we could do a X way conversation sometime podcast style"
X Link 2025-11-27T17:05Z 4338 followers, XXX engagements
"Meanwhile the assets to develop them trade at $0.10/1. You wont develop those assets until you pay a proper rate for the UDW assets $TDW $RIG $VAL $NE"
X Link 2025-11-27T23:57Z 4338 followers, 6472 engagements
"We think a lot about the UDW and OSV operators - how do we create a contrarian view in these names We think the longer term view that allows us to hold these through the cycle is are these commodity assets or not Could $RIG $VAL $NE and $TDW be in a position to be what buffet calls better businesses (High barriers to entry and high ROC) that to me is still not the way many who own these deep water assets are thinking about it"
X Link 2025-11-30T16:54Z 4349 followers, XXX engagements
"@GP_stonks Yes I could see that too - I just think they explicitly or not if youre buying $VAL or $NE arent you saying I want JU exposure Otherwise why not just buy Transocean"
X Link 2025-11-30T17:29Z 4338 followers, XXX engagements
"Yes thats how we see it and also we think about $BORR and $RIG ability to pay down debt and add alpha from a balance sheet clean up. Although $NE basically trades like it did out of bankruptcy despite a doubling of day rates and a smaller fleet ( from scrapping). I think the 5-7-10 year view is $RIG will win because the fleet is simply the best in the industry and these are no longer commodity assets"
X Link 2025-11-30T19:43Z 4349 followers, XXX engagements
"$AMR $MT $CLF $HCC"
X Link 2025-12-01T01:19Z 4338 followers, 1158 engagements
"$HCC $AMR December Content Schedule and November Recap is live and free for all to enjoy. I hope everyone had an enjoyable safe thanksgiving with the ones you hold dear. This months stock thesis will be a compare and contrasting of Warrior Met Coal $HCC and Alpha Met $AMR and provide for a brief overview of each firm and what $HCC might be able to take away from the Alpha Met playbook once Blue Creek is finished"
X Link 2025-12-01T16:16Z 4338 followers, 1588 engagements
"$SOC $CRC Our final public update on Sable Offshore $SOC. In this piece we cover: 1) California's energy crisis 2) Sable's role in helping California Energy and the current state of things 3) Mea Culpa on what we got wrong to date on Sable Offshore"
X Link 2025-12-01T18:20Z 4340 followers, 2720 engagements
"$MT $CLF Arcelor Mittal has been our pick in the steel business for a long time. They have access to three amazing markets for steel via North America Brazil and India"
X Link 2025-12-01T22:23Z 4338 followers, 1138 engagements
"$RIG $VAL $NE $SDRL Keep in mind the global fleet is only 5-7 vessels over supplied"
X Link 2025-12-02T00:11Z 4348 followers, 8682 engagements
"$TDW $RIG $VAL $NE"
X Link 2025-12-02T21:52Z 4348 followers, 4527 engagements
"$TDW what price comes first for Tidewater"
X Link 2025-12-03T02:54Z 4347 followers, 1074 engagements
"$CVX Quote from Chevron Capex Budget Global offshore capex is expected to be approximately $XXX billion primarily supporting growth in Guyana Eastern Mediterranean and Gulf of America. Included in upstream spend is about $XXX billion in capitalized interest primarily related to Guyana assets"
X Link 2025-12-04T04:07Z 4341 followers, 1641 engagements
"This is a trend that will continue $CVX $RIG $VAL $TDW $SDRL"
X Link 2025-12-04T04:46Z 4350 followers, 4904 engagements
"@JSmith8286 yeah $SDRL $VAL $RIG $NE are the biggest players"
X Link 2025-12-04T17:35Z 4338 followers, XXX engagements
"$TDW $RIG $VAL $NE $SDRL Updated* For TPAOs X vessels they dont really compete with the rest of the 3rd party charter vessels given these are all working for the needs of the state Thank you @GP_stonks for the reminder on TPAO/El Dorado"
X Link 2025-12-04T17:59Z 4348 followers, 2455 engagements
"After that is the Contract Map (maybe the most useful piece of the resource) that will show you current contracts plus any options on those contracts color coded by company vessel customer and region"
X Link 2025-12-04T18:06Z 4338 followers, XXX engagements
"Finally for each of the major markets we are in the process of pulling data on each basin and field and the operator of each. So far we have Brazil Guyana Namibia and Gulf of Mexico finished with many more to complete"
X Link 2025-12-04T18:06Z 4338 followers, XXX engagements
"@ICBarrett @JSmith8286 Are they semi subs I am going to map semi subs separately after I get all the UDW drillers are finished do they own drillship tonnage"
X Link 2025-12-04T18:25Z 4346 followers, XXX engagements
"Yes $RIG is the leader followed by $NE Noble and $VAL Valaris. $SDRL is another and rounds out the top X Transocean is debt pay down + pure play UDW $NE is the dividend paying clean balance sheet guy $VAL is a nice fleet + JU exposure too. Seadrill has some hair on it because of some regulatory snags and have been for sale for a long time but my guess is no buyer steps in until they clean that stuff up"
X Link 2025-12-04T21:04Z 4338 followers, XXX engagements
"Our latest in our 10-part series on generating dividends through both equity and corporate bonds"
X Link 2025-12-05T17:04Z 4347 followers, XXX engagements
"Nothing like this has ever happened in the history of man kind what are you talking about dude"
X Link 2025-12-05T18:59Z 4338 followers, 1808 engagements
"Part Two of our XX part series Yearning For Yield drops tomorrow Here is a teaser for the Corporate Bond we are adding to the portfolio that comes out tomorrow Enjoy Here is part X for those interested where we covered Noble from a pure Yield perspective $NE"
X Link 2025-12-04T20:50Z 4350 followers, XXX engagements
"$RIG $TDW $VAL $NE I am in the processing of building "the bible" for offshore deepwater drilling market data. There is alot of talk about the fleet size but outside of the larger players it is a bit difficult to track what other companies own drillships and where they are operating. Here is how I am tracking the global fleet - if I am missing something please let me know. For the idle category some vessels are listed idle on a temporary basis like Noble Voyager or Valliant that are contracted but they just have white space until the contract begins. Would love any feedback from any of the"
X Link 2025-12-04T17:05Z 4356 followers, 10.1K engagements
"$RIG $VAL $NE $TDW $SDRL In reference to the Ultra Deepwater Drilling Resource we are launching here is what you can expect. First a Regional Summary page that details each market and what vessels are operating there currently"
X Link 2025-12-04T18:06Z 4357 followers, 2538 engagements
"Thats a totally fair point this was just my attempt at humor. The movement in oil pricing and the movement of the underlying equities has been quite interesting over the last few months potentially the read through is how these larger E&Ps operate is not going to change much based on the spot price fluxes in the interim"
X Link 2025-12-09T13:40Z 4356 followers, XXX engagements
"@51793977C No Ive never gotten squiggly in my life. My point is sentiment is shit and nows a great time to buy"
X Link 2025-12-09T23:37Z 4356 followers, XXX engagements