[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.] #  @Armin_Hartl Armin Hartl Armin Hartl posts on X about $hcc, $amr, $val, $rig the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1884223861350133760/interactions)  - X Week XXXXXX +179% - X Month XXXXXX +145% ### Mentions: XX [#](/creator/twitter::1884223861350133760/posts_active)  - X Week XX +30% - X Month XX +129% ### Followers: XXX [#](/creator/twitter::1884223861350133760/followers)  - X Week XXX +17% - X Month XXX +103% ### CreatorRank: XXXXXXX [#](/creator/twitter::1884223861350133760/influencer_rank)  ### Social Influence [#](/creator/twitter::1884223861350133760/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #5008 [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$hcc](/topic/$hcc) #1, [$amr](/topic/$amr) #1, [$val](/topic/$val) #1, [$rig](/topic/$rig) #2, [$ne](/topic/$ne) #99, [$sdrl](/topic/$sdrl) #1, [$metc](/topic/$metc) 12.7%, [$crnax](/topic/$crnax) #2, [$cnr](/topic/$cnr) 6.35%, [$tdw](/topic/$tdw) #2 **Top accounts mentioned or mentioned by** [@chrisdunnam3](/creator/undefined) [@pwc](/creator/undefined) [@kpmg](/creator/undefined) [@deloitte](/creator/undefined) [@eynews](/creator/undefined) [@mckinsey](/creator/undefined) [@bcg](/creator/undefined) [@mohnishpabrai](/creator/undefined) [@davidsacks](/creator/undefined) [@tobi](/creator/undefined) [@tylerhardt](/creator/undefined) [@sworn2skrc](/creator/undefined) [@source_result](/creator/undefined) [@herodividend](/creator/undefined) [@labolsadeferro](/creator/undefined) [@ippokratisbob](/creator/undefined) [@scoutingtree](/creator/undefined) [@pcebotte](/creator/undefined) [@gp_stonks](/creator/undefined) [@aamannolu](/creator/undefined) **Top assets mentioned** [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Validity (VAL)](/topic/$val) [Transocean LTD. (RIG)](/topic/$rig) [Noble Corporation (NE)](/topic/$ne) [Seadrill Limited (SDRL)](/topic/$sdrl) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Tidewater, Inc. (TDW)](/topic/$tdw) [The Root Network (ROOT)](/topic/$root) [Progressive Corp (PGR)](/topic/$pgr) [Alliance Fan Token (ALL)](/topic/$all) [BTU Protocol (BTU)](/topic/$btu) [NVR, Inc. (NVR)](/topic/$nvr) [Shopify Inc (SHOP)](/topic/$shop) [National Fuel Gas Co. (NFG)](/topic/$nfg) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alibaba Group (BABA)](/topic/$baba) [Erie Indemnity Co. (ERIE)](/topic/$erie) [Return to Beginnings (ROOTS)](/topic/$roots) ### Top Social Posts [#](/creator/twitter::1884223861350133760/posts) --- Top posts by engagements in the last XX hours "Rystad Energy expects deepwater capex for 2026 to double compared to 2025. The average spending from 2025-30 is USD 80bn or XX% higher than in the first half of the decade. That's a bullish sign for $VAL $NE $SDRL $RIG $TDW More sector background:" [X Link](https://x.com/Armin_Hartl/status/1973809786530472413) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-02T17:58Z XXX followers, 1485 engagements "$VAL announced today that it has been awarded a five-well contract with BP for drillship VALARIS DS-12 in Egypt. The estimated total contract value inclusive of a mobilization fee is approximately $XXX million. Announcement: $NE $RIG $SDRL" [X Link](https://x.com/Armin_Hartl/status/1977716014080041136) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-13T12:40Z XXX followers, XXX engagements "Global blast furnace capacity is 1.5bnt producing XX% of iron supply. Investments imply an increase in BF capacity. These assets have a long life: Operating plants are on avg. XX years old (ex China). Thus demand for met coal won't decrease but supply will. $HCC $AMR $METC" [X Link](https://x.com/Armin_Hartl/status/1970817805164626106) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-24T11:49Z XXX followers, XXX engagements "Met coal prices have had support at the 90th percentile of the cost curve due to marginal producers churning. With the 90th percentile of the cost curve at USD XXX and prices at USD XXX it looks like the worst declines are over. $AMR $HCC $METC $CNR" [X Link](https://x.com/Armin_Hartl/status/1970884462968713660) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-24T16:14Z XXX followers, XXX engagements "Commodity market theory dictates that prices gravitate toward marginal cost + a premium. For met coal this premium was historically 38%. This implies a price of USD 260/t or a XX% increase to today's level. That's a bullish signal for $HCC $AMR incidentally up 3-4% today" [X Link](https://x.com/Armin_Hartl/status/1971228889453404333) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-25T15:02Z XXX followers, XXX engagements "The met coal discussion is focused on US miners with common understanding that $HCC is the highest quality asset. However $CRN.AX seems to have better coal mix larger volume and is reducing FOB cost. All while being valued at XX% of HCC (EV basis). $AMR $METC @MohnishPabrai" [X Link](https://x.com/Armin_Hartl/status/1972243907972096338) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-28T10:16Z XXX followers, 1006 engagements "Updated met coal thesis including $CRN.AX. Coronado is not well known despite better coal mix and larger volume vs. $HCC. They struggle with profitability but are continuously reducing FOB cost and trade at only 1/5 of HCC. More details: $AMR $METC" [X Link](https://x.com/Armin_Hartl/status/1972694793739211164) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-29T16:07Z XXX followers, 1344 engagements "The Trump administration says it will expand coal leasing and fund coal plant upgrades. Yet another bullish indicator on US coal miners. $AMR $HCC $METC $CNR $CNR.AX" [X Link](https://x.com/Armin_Hartl/status/1972704521093582852) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-29T16:46Z XXX followers, XXX engagements "$BTU surged by X% after Trump opened 13.1m acres for coal leases. The whole coal sector is up yet $HCC already part of FAST41 for major extensions approval is down. $AMR $METC $CNR $CNR.AX" [X Link](https://x.com/Armin_Hartl/status/1972941349751271833) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-30T08:27Z XXX followers, XXX engagements "$HCC won the Alabama coal lease sale by bidding 46.8m for 53mt of recoverable met coal. With HCC's currently depressed coal margin of USD 69/t this still equates to a cumulative gross profit of 3.7bn. Not a bad deal $AMR $CNR $METC $CNR.AX" [X Link](https://x.com/Armin_Hartl/status/1973399002453352594) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-01T14:46Z XXX followers, 1135 engagements "Rhino confirms discovery at Volans-1X offshore Namibia hinting towards excellent reservoir quality. This can bring momentum into the Orange basin potentially accelerating finalisation of the political framework. $SEI.V would benefit via PEL83. $GLPEF" [X Link](https://x.com/Armin_Hartl/status/1973704315710914983) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-02T10:59Z XXX followers, XXX engagements "Met coal bets increasingly appear to be a prime example of a parimutual betting system. Common knowledge is that $HCC has the highest quality hence it trades at a premium valuation (low odds). Contrarily $CRN.AX and $AMR have been left for dead albeit with juicier odds" [X Link](https://x.com/Armin_Hartl/status/1975549587919454716) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-07T13:11Z XXX followers, XXX engagements "@DavidSacks Are these inflation adjusted numbers" [X Link](https://x.com/Armin_Hartl/status/1979442535677186402) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-18T07:00Z XXX followers, XX engagements "$NVR is the posterchild of share buybacks but it's compounding is also fueled by volume/profit growth. The UK housing market has a deficit of4.3m homes especially in the affordable segment. $VTY.L shifted to a capital light business model attempting to repeat NVR's success" [X Link](https://x.com/Armin_Hartl/status/1966100318795817243) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-11T11:23Z XXX followers, XXX engagements "The UK government committed 39bn to social and affordable housing over XX years up from the 11.5bn programme in an attempt to increase their share of building to historical levels. Builders like $VTY.L might be huge beneficiaries from increased spending. $TW.L $BTRW.L $PSN.L" [X Link](https://x.com/Armin_Hartl/status/1966149756046160305) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-11T14:40Z XXX followers, XXX engagements "Cash margin development for met coal miners since 2019. $HCC has structural advantages due to more valuable coal grade mix but recently experienced cost inflation leading to a narrowing of its leadership position. Other miners managed to reduce cash cost $AMR $CRN.AX $METC" [X Link](https://x.com/Armin_Hartl/status/1971641026990559594) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-26T18:20Z XXX followers, XXX engagements "Offshore Mag expects the Middle East to drive offshore upstream growth by investing USD 260bn between 2025 and 2030. That's not drilling specific but there has to be increased drilling otherwise there are no projects. $VAL $NE $SDRL $RIG" [X Link](https://x.com/Armin_Hartl/status/1974089181501731010) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-03T12:28Z XXX followers, XXX engagements "Offshore capex is expected to rebound by 2026. However most recent estimates - while being positive - are becoming more cautious pushing the peak out to 2027. This is not disconfirming the offshore driller thesis but pushes peak cashflows out by a year. $VAL $NE $RIG $SDRL" [X Link](https://x.com/Armin_Hartl/status/1974444640742039951) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-04T12:01Z XXX followers, XXX engagements "Discovered resources are declining and shifting towards predominantly offshore. Costs are naturally rising as offshore exploration is more expensive but more than XX% of offshroe projects are profitable at prevailing oil prices. $VAL $NE $RIG $SDRL" [X Link](https://x.com/Armin_Hartl/status/1974520137605914806) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-04T17:01Z XXX followers, 1978 engagements "Met coal miners are on a run this last month. $AMR is up XX% and $HCC XX% partially on back of analysts increasing price targets. I don't want to jinx anything but I'm getting my hopes up" [X Link](https://x.com/Armin_Hartl/status/1976292244169642397) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-09T14:22Z XXX followers, XXX engagements "Met coal shortages of 1.6mt hit India's steel mills in 1H25 leading to calls for an ease of import curbs. Increasing demand from India the second largest importer globally is likely to support prices. $HCC is up X% in pre-market. $CRN.AX $AMR" [X Link](https://x.com/Armin_Hartl/status/1978442876573880327) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-15T12:48Z XXX followers, XXX engagements "@tobi We love everything that drives a seamless UX on socials which ultimately makes it easier for creaters/new entrepreneurs to start a $SHOP powered business" [X Link](https://x.com/Armin_Hartl/status/1980138879329112390) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-20T05:07Z XXX followers, XX engagements "Offshore rig activity is accelerating across multiple regions. Noteworthy that $VAL is drilling Eni's Carbon Capture and Storage (CCS) project in the UK. Despite often neglected CCS can contribute to potential supply-demand imbalances. $NE $RIG $SDRL" [X Link](https://x.com/Armin_Hartl/status/1978800410958987376) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-16T12:29Z XXX followers, XXX engagements "@TylerHardt Maybe customers are cautious due to the debt burden after all $RIG has the largest and highest quality flee of drillships" [X Link](https://x.com/Armin_Hartl/status/1974084714966491247) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-03T12:10Z XXX followers, XXX engagements ""Brazil is poised for sustained heavy drilling campaign" (Melius Research). Petrobras expects to increase CapEx by X% in new X year plan. "Deepwater barrels are replacing shale as the low-cost barrel" hence offshore is to increase. $VAL $NE $RIG $SDRL" [X Link](https://x.com/Armin_Hartl/status/1978149571768258804) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-14T17:23Z XXX followers, 1195 engagements "Billionaire investor Mario Gabelli sees $NFG as second order winner of the AI boom. Allegedly there is value in their natural resources share buybacks potentially increasing dividend and financial engineering. P/E (TTM): 33.3x and P/OCF (TTM): 7.6x" [X Link](https://x.com/Armin_Hartl/status/1978335900460347658) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-15T05:43Z XXX followers, XXX engagements "Deep water drilling will drive US oil industry growth as onshore production slows as per Reuters. Recent technological and regulatory changes made offshore cheaper compared to onshore with break-even prices of 20/bbl vs. 48/bbl. $VAL $NE $SDRL $RIG" [X Link](https://x.com/Armin_Hartl/status/1978438398076440777) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-15T12:30Z XXX followers, XXX engagements "$RIG announced contracting 8th Gen drillship Atlas at a day rate of 630k for XXX days. $VAL announced contracting 7th Gen DS-12 at a day rate of 400k incl. mobilization cost for XXX days. Both contracts are with BP highlighting Gen's pricing power. $NE" [X Link](https://x.com/Armin_Hartl/status/1979135518697742428) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-17T10:40Z XXX followers, XXX engagements "Li Lu bought a massive stake in $PDD last quarter. PDD has the highest growth among $JD $BABA and $AMZN while trading at only a FCF multiple of only 13.9x. The ridcilously cheap trading times are over but this still looks like an attractive setup to start digging a bit more" [X Link](https://x.com/Armin_Hartl/status/1979447397764788645) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-18T07:20Z XXX followers, 2675 engagements "$AMR's 5th largest shareholder is legendary hedge fund Renaissance Technologies which reportedly returned XX% p.a. from 1988 through 2021. Maybe one more reason to spend some time on met coal names like $HCC $CRN.AX. Even better bet IMHO:" [X Link](https://x.com/Armin_Hartl/status/1979498884620497207) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-18T10:44Z XXX followers, XXX engagements "Renaissance also owns 1m shares in $HCC" [X Link](https://x.com/Armin_Hartl/status/1979500291784610159) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-18T10:50Z XXX followers, XXX engagements "$NE's contract with BP regarding two 7th Gen drillships saw a day rate of 425k. $VAL could only generate 400k incl. mobilization cost for its DS-12. Same customer generation and drill depth but X years older and X% lower capacity for accomodation" [X Link](https://x.com/Armin_Hartl/status/1979868191041130747) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-19T11:12Z XXX followers, XXX engagements "Oil majors in need to step up exploration spending as per TGS CEO. Exploration has been picking up recently but needs to increase further to maintain production volumes in the long-term. A good thing for $VAL $NE $RIG $SDRL $TDW" [X Link](https://x.com/Armin_Hartl/status/1979929531528978898) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-19T15:16Z XXX followers, XXX engagements "China's Q3 GDP growth was XXX% a one-year low. The market expected China to miss the X% growth target despite stimulus but Q3 indicates that China will hit the target suggesting it can withstand tariff threats as per Eurasia Group. SSE is up 0.6%" [X Link](https://x.com/Armin_Hartl/status/1980141658273640500) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-20T05:18Z XXX followers, XXX engagements "Starting to look into $ROOT because they trade at a discount to peers despite industry leading growth and high margins. In a commoditized market Root offers the cheapest full coverage insurance. In depth write up to come later this week. $PGR $ALL $ERIE" [X Link](https://x.com/Armin_Hartl/status/1980252761326260275) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-20T12:40Z XXX followers, 1265 engagements "$ROOT's combined ratio is worse than those of established peers only driven by the expense ratio which is inherently bloated for young fast-scaling companies. 25Q2 loss ratios are XX% for Root vs. XX% for $ALL and XX% for $PGR. Potential for at least X% margin improvement" [X Link](https://x.com/Armin_Hartl/status/1980326013910597933) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-20T17:31Z XXX followers, XXX engagements "Mohnish Pabrai shifted his offshore drilling bet from the initial combination of $VAL $NE and $TDW to only $RIG as per Q3 mutual fund disclosures. Reducing his offshore exposure from XX% to X% Pabrai leans heavily on met coal ( $HCC $AMR) with exposure of XX% - up from 15%" [X Link](https://x.com/Armin_Hartl/status/1980590134782488593) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-21T11:01Z XXX followers, 6615 engagements "@ChrisDunnam3 I also think that RIGs debt burden is too high and that there is plenty of upside with the other names. Time will tell what the better move will have been" [X Link](https://x.com/Armin_Hartl/status/1980640395949384018) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-21T14:20Z XXX followers, XXX engagements "$ROOT grows rapidly: Gross premiums earned is up XX% yoy (Q2-25). NLR reached XX% similar to mature peers but data on seasoned (mature) states suggest 18%-36% profitability improvement. Thus potential reason to believe that long-term profitability can be structurally higher" [X Link](https://x.com/Armin_Hartl/status/1980688133705593298) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-21T17:30Z XXX followers, XXX 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.]
@Armin_Hartl Armin Hartl
Armin Hartl posts on X about $hcc, $amr, $val, $rig the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +179%
- X Month XXXXXX +145%
Mentions: XX #
- X Week XX +30%
- X Month XX +129%
Followers: XXX #
- X Week XXX +17%
- X Month XXX +103%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies #5008 finance XXXXX% countries XXXX% stocks XXXX% currencies XXXX% travel destinations XXXX% technology brands XXXX%
Social topic influence $hcc #1, $amr #1, $val #1, $rig #2, $ne #99, $sdrl #1, $metc 12.7%, $crnax #2, $cnr 6.35%, $tdw #2
Top accounts mentioned or mentioned by @chrisdunnam3 @pwc @kpmg @deloitte @eynews @mckinsey @bcg @mohnishpabrai @davidsacks @tobi @tylerhardt @sworn2skrc @source_result @herodividend @labolsadeferro @ippokratisbob @scoutingtree @pcebotte @gp_stonks @aamannolu
Top assets mentioned Warrior Met Coal, Inc. (HCC) Alpha Metallurgical Resources, Inc. (AMR) Validity (VAL) Transocean LTD. (RIG) Noble Corporation (NE) Seadrill Limited (SDRL) Ramaco Resources, Inc. Common Stock (METC) Cornerstone Building Brands, Inc. (CNR) Tidewater, Inc. (TDW) The Root Network (ROOT) Progressive Corp (PGR) Alliance Fan Token (ALL) BTU Protocol (BTU) NVR, Inc. (NVR) Shopify Inc (SHOP) National Fuel Gas Co. (NFG) Amazon.com, Inc. (AMZN) Alibaba Group (BABA) Erie Indemnity Co. (ERIE) Return to Beginnings (ROOTS)
Top Social Posts #
Top posts by engagements in the last XX hours
"Rystad Energy expects deepwater capex for 2026 to double compared to 2025. The average spending from 2025-30 is USD 80bn or XX% higher than in the first half of the decade. That's a bullish sign for $VAL $NE $SDRL $RIG $TDW More sector background:"
X Link @Armin_Hartl 2025-10-02T17:58Z XXX followers, 1485 engagements
"$VAL announced today that it has been awarded a five-well contract with BP for drillship VALARIS DS-12 in Egypt. The estimated total contract value inclusive of a mobilization fee is approximately $XXX million. Announcement: $NE $RIG $SDRL"
X Link @Armin_Hartl 2025-10-13T12:40Z XXX followers, XXX engagements
"Global blast furnace capacity is 1.5bnt producing XX% of iron supply. Investments imply an increase in BF capacity. These assets have a long life: Operating plants are on avg. XX years old (ex China). Thus demand for met coal won't decrease but supply will. $HCC $AMR $METC"
X Link @Armin_Hartl 2025-09-24T11:49Z XXX followers, XXX engagements
"Met coal prices have had support at the 90th percentile of the cost curve due to marginal producers churning. With the 90th percentile of the cost curve at USD XXX and prices at USD XXX it looks like the worst declines are over. $AMR $HCC $METC $CNR"
X Link @Armin_Hartl 2025-09-24T16:14Z XXX followers, XXX engagements
"Commodity market theory dictates that prices gravitate toward marginal cost + a premium. For met coal this premium was historically 38%. This implies a price of USD 260/t or a XX% increase to today's level. That's a bullish signal for $HCC $AMR incidentally up 3-4% today"
X Link @Armin_Hartl 2025-09-25T15:02Z XXX followers, XXX engagements
"The met coal discussion is focused on US miners with common understanding that $HCC is the highest quality asset. However $CRN.AX seems to have better coal mix larger volume and is reducing FOB cost. All while being valued at XX% of HCC (EV basis). $AMR $METC @MohnishPabrai"
X Link @Armin_Hartl 2025-09-28T10:16Z XXX followers, 1006 engagements
"Updated met coal thesis including $CRN.AX. Coronado is not well known despite better coal mix and larger volume vs. $HCC. They struggle with profitability but are continuously reducing FOB cost and trade at only 1/5 of HCC. More details: $AMR $METC"
X Link @Armin_Hartl 2025-09-29T16:07Z XXX followers, 1344 engagements
"The Trump administration says it will expand coal leasing and fund coal plant upgrades. Yet another bullish indicator on US coal miners. $AMR $HCC $METC $CNR $CNR.AX"
X Link @Armin_Hartl 2025-09-29T16:46Z XXX followers, XXX engagements
"$BTU surged by X% after Trump opened 13.1m acres for coal leases. The whole coal sector is up yet $HCC already part of FAST41 for major extensions approval is down. $AMR $METC $CNR $CNR.AX"
X Link @Armin_Hartl 2025-09-30T08:27Z XXX followers, XXX engagements
"$HCC won the Alabama coal lease sale by bidding 46.8m for 53mt of recoverable met coal. With HCC's currently depressed coal margin of USD 69/t this still equates to a cumulative gross profit of 3.7bn. Not a bad deal $AMR $CNR $METC $CNR.AX"
X Link @Armin_Hartl 2025-10-01T14:46Z XXX followers, 1135 engagements
"Rhino confirms discovery at Volans-1X offshore Namibia hinting towards excellent reservoir quality. This can bring momentum into the Orange basin potentially accelerating finalisation of the political framework. $SEI.V would benefit via PEL83. $GLPEF"
X Link @Armin_Hartl 2025-10-02T10:59Z XXX followers, XXX engagements
"Met coal bets increasingly appear to be a prime example of a parimutual betting system. Common knowledge is that $HCC has the highest quality hence it trades at a premium valuation (low odds). Contrarily $CRN.AX and $AMR have been left for dead albeit with juicier odds"
X Link @Armin_Hartl 2025-10-07T13:11Z XXX followers, XXX engagements
"@DavidSacks Are these inflation adjusted numbers"
X Link @Armin_Hartl 2025-10-18T07:00Z XXX followers, XX engagements
"$NVR is the posterchild of share buybacks but it's compounding is also fueled by volume/profit growth. The UK housing market has a deficit of4.3m homes especially in the affordable segment. $VTY.L shifted to a capital light business model attempting to repeat NVR's success"
X Link @Armin_Hartl 2025-09-11T11:23Z XXX followers, XXX engagements
"The UK government committed 39bn to social and affordable housing over XX years up from the 11.5bn programme in an attempt to increase their share of building to historical levels. Builders like $VTY.L might be huge beneficiaries from increased spending. $TW.L $BTRW.L $PSN.L"
X Link @Armin_Hartl 2025-09-11T14:40Z XXX followers, XXX engagements
"Cash margin development for met coal miners since 2019. $HCC has structural advantages due to more valuable coal grade mix but recently experienced cost inflation leading to a narrowing of its leadership position. Other miners managed to reduce cash cost $AMR $CRN.AX $METC"
X Link @Armin_Hartl 2025-09-26T18:20Z XXX followers, XXX engagements
"Offshore Mag expects the Middle East to drive offshore upstream growth by investing USD 260bn between 2025 and 2030. That's not drilling specific but there has to be increased drilling otherwise there are no projects. $VAL $NE $SDRL $RIG"
X Link @Armin_Hartl 2025-10-03T12:28Z XXX followers, XXX engagements
"Offshore capex is expected to rebound by 2026. However most recent estimates - while being positive - are becoming more cautious pushing the peak out to 2027. This is not disconfirming the offshore driller thesis but pushes peak cashflows out by a year. $VAL $NE $RIG $SDRL"
X Link @Armin_Hartl 2025-10-04T12:01Z XXX followers, XXX engagements
"Discovered resources are declining and shifting towards predominantly offshore. Costs are naturally rising as offshore exploration is more expensive but more than XX% of offshroe projects are profitable at prevailing oil prices. $VAL $NE $RIG $SDRL"
X Link @Armin_Hartl 2025-10-04T17:01Z XXX followers, 1978 engagements
"Met coal miners are on a run this last month. $AMR is up XX% and $HCC XX% partially on back of analysts increasing price targets. I don't want to jinx anything but I'm getting my hopes up"
X Link @Armin_Hartl 2025-10-09T14:22Z XXX followers, XXX engagements
"Met coal shortages of 1.6mt hit India's steel mills in 1H25 leading to calls for an ease of import curbs. Increasing demand from India the second largest importer globally is likely to support prices. $HCC is up X% in pre-market. $CRN.AX $AMR"
X Link @Armin_Hartl 2025-10-15T12:48Z XXX followers, XXX engagements
"@tobi We love everything that drives a seamless UX on socials which ultimately makes it easier for creaters/new entrepreneurs to start a $SHOP powered business"
X Link @Armin_Hartl 2025-10-20T05:07Z XXX followers, XX engagements
"Offshore rig activity is accelerating across multiple regions. Noteworthy that $VAL is drilling Eni's Carbon Capture and Storage (CCS) project in the UK. Despite often neglected CCS can contribute to potential supply-demand imbalances. $NE $RIG $SDRL"
X Link @Armin_Hartl 2025-10-16T12:29Z XXX followers, XXX engagements
"@TylerHardt Maybe customers are cautious due to the debt burden after all $RIG has the largest and highest quality flee of drillships"
X Link @Armin_Hartl 2025-10-03T12:10Z XXX followers, XXX engagements
""Brazil is poised for sustained heavy drilling campaign" (Melius Research). Petrobras expects to increase CapEx by X% in new X year plan. "Deepwater barrels are replacing shale as the low-cost barrel" hence offshore is to increase. $VAL $NE $RIG $SDRL"
X Link @Armin_Hartl 2025-10-14T17:23Z XXX followers, 1195 engagements
"Billionaire investor Mario Gabelli sees $NFG as second order winner of the AI boom. Allegedly there is value in their natural resources share buybacks potentially increasing dividend and financial engineering. P/E (TTM): 33.3x and P/OCF (TTM): 7.6x"
X Link @Armin_Hartl 2025-10-15T05:43Z XXX followers, XXX engagements
"Deep water drilling will drive US oil industry growth as onshore production slows as per Reuters. Recent technological and regulatory changes made offshore cheaper compared to onshore with break-even prices of 20/bbl vs. 48/bbl. $VAL $NE $SDRL $RIG"
X Link @Armin_Hartl 2025-10-15T12:30Z XXX followers, XXX engagements
"$RIG announced contracting 8th Gen drillship Atlas at a day rate of 630k for XXX days. $VAL announced contracting 7th Gen DS-12 at a day rate of 400k incl. mobilization cost for XXX days. Both contracts are with BP highlighting Gen's pricing power. $NE"
X Link @Armin_Hartl 2025-10-17T10:40Z XXX followers, XXX engagements
"Li Lu bought a massive stake in $PDD last quarter. PDD has the highest growth among $JD $BABA and $AMZN while trading at only a FCF multiple of only 13.9x. The ridcilously cheap trading times are over but this still looks like an attractive setup to start digging a bit more"
X Link @Armin_Hartl 2025-10-18T07:20Z XXX followers, 2675 engagements
"$AMR's 5th largest shareholder is legendary hedge fund Renaissance Technologies which reportedly returned XX% p.a. from 1988 through 2021. Maybe one more reason to spend some time on met coal names like $HCC $CRN.AX. Even better bet IMHO:"
X Link @Armin_Hartl 2025-10-18T10:44Z XXX followers, XXX engagements
"Renaissance also owns 1m shares in $HCC"
X Link @Armin_Hartl 2025-10-18T10:50Z XXX followers, XXX engagements
"$NE's contract with BP regarding two 7th Gen drillships saw a day rate of 425k. $VAL could only generate 400k incl. mobilization cost for its DS-12. Same customer generation and drill depth but X years older and X% lower capacity for accomodation"
X Link @Armin_Hartl 2025-10-19T11:12Z XXX followers, XXX engagements
"Oil majors in need to step up exploration spending as per TGS CEO. Exploration has been picking up recently but needs to increase further to maintain production volumes in the long-term. A good thing for $VAL $NE $RIG $SDRL $TDW"
X Link @Armin_Hartl 2025-10-19T15:16Z XXX followers, XXX engagements
"China's Q3 GDP growth was XXX% a one-year low. The market expected China to miss the X% growth target despite stimulus but Q3 indicates that China will hit the target suggesting it can withstand tariff threats as per Eurasia Group. SSE is up 0.6%"
X Link @Armin_Hartl 2025-10-20T05:18Z XXX followers, XXX engagements
"Starting to look into $ROOT because they trade at a discount to peers despite industry leading growth and high margins. In a commoditized market Root offers the cheapest full coverage insurance. In depth write up to come later this week. $PGR $ALL $ERIE"
X Link @Armin_Hartl 2025-10-20T12:40Z XXX followers, 1265 engagements
"$ROOT's combined ratio is worse than those of established peers only driven by the expense ratio which is inherently bloated for young fast-scaling companies. 25Q2 loss ratios are XX% for Root vs. XX% for $ALL and XX% for $PGR. Potential for at least X% margin improvement"
X Link @Armin_Hartl 2025-10-20T17:31Z XXX followers, XXX engagements
"Mohnish Pabrai shifted his offshore drilling bet from the initial combination of $VAL $NE and $TDW to only $RIG as per Q3 mutual fund disclosures. Reducing his offshore exposure from XX% to X% Pabrai leans heavily on met coal ( $HCC $AMR) with exposure of XX% - up from 15%"
X Link @Armin_Hartl 2025-10-21T11:01Z XXX followers, 6615 engagements
"@ChrisDunnam3 I also think that RIGs debt burden is too high and that there is plenty of upside with the other names. Time will tell what the better move will have been"
X Link @Armin_Hartl 2025-10-21T14:20Z XXX followers, XXX engagements
"$ROOT grows rapidly: Gross premiums earned is up XX% yoy (Q2-25). NLR reached XX% similar to mature peers but data on seasoned (mature) states suggest 18%-36% profitability improvement. Thus potential reason to believe that long-term profitability can be structurally higher"
X Link @Armin_Hartl 2025-10-21T17:30Z XXX followers, XXX engagements