# ![@CaptainRoyen Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::133755534.png) @CaptainRoyen Royen Capital ✈️👨🏿‍✈️🇱🇷💹🛢️🌊⚽

Royen Capital ✈️👨🏿‍✈️🇱🇷💹🛢️🌊⚽ posts on X about $btu, $rig, $val, market the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::133755534/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::133755534/c:line/m:interactions.svg)

- [--] Week [------] +352%
- [--] Month [------] +214%
- [--] Months [-------] -57%
- [--] Year [-------] -40%

### Mentions: [--] [#](/creator/twitter::133755534/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::133755534/c:line/m:posts_active.svg)

- [--] Week [--] -53%
- [--] Month [--] -13%
- [--] Months [---] +8.40%
- [--] Year [---] +18%

### Followers: [-----] [#](/creator/twitter::133755534/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::133755534/c:line/m:followers.svg)

- [--] Week [-----] +2.10%
- [--] Month [-----] +2.20%
- [--] Months [-----] +11%
- [--] Year [-----] +35%

### CreatorRank: [---------] [#](/creator/twitter::133755534/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::133755534/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  42.16% [cryptocurrencies](/list/cryptocurrencies)  25.49% [stocks](/list/stocks)  13.73% [countries](/list/countries)  4.9% [technology brands](/list/technology-brands)  2.94% [nfl](/list/nfl)  0.98% [fashion brands](/list/fashion-brands)  0.98% [automotive brands](/list/automotive-brands)  0.98% [travel destinations](/list/travel-destinations)  0.98% [social networks](/list/social-networks)  0.98%

**Social topic influence**
[$btu](/topic/$btu) #9, [$rig](/topic/$rig) #27, [$val](/topic/$val) #16, [market](/topic/market) 10.78%, [in the](/topic/in-the) 9.8%, [$ne](/topic/$ne) 9.8%, [$hcc](/topic/$hcc) 7.84%, [$sdrl](/topic/$sdrl) 7.84%, [$valws](/topic/$valws) #1, [$tdw](/topic/$tdw) 6.86%

**Top accounts mentioned or mentioned by**
[@dumbinvestorguy](/creator/undefined) [@ancientsion](/creator/undefined) [@fishtowncap](/creator/undefined) [@deltapilots](/creator/undefined) [@realrclark25](/creator/undefined) [@pantexcap](/creator/undefined) [@coeus12345](/creator/undefined) [@gudvangen4](/creator/undefined) [@bashcroftgreen](/creator/undefined) [@valuestockgeek](/creator/undefined) [@tetoncapital1](/creator/undefined) [@taobanker](/creator/undefined) [@doctorslernon](/creator/undefined) [@contrarian8888](/creator/undefined) [@mintzmyer](/creator/undefined) [@opinion](/creator/undefined) [@michaelj628](/creator/undefined) [@flyinghighryan](/creator/undefined) [@nickradical4](/creator/undefined) [@gorozen](/creator/undefined)

**Top assets mentioned**
[Peabody Energy Corporation (BTU)](/topic/$btu) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Seadrill Limited (SDRL)](/topic/$sdrl) [Tidewater, Inc. (TDW)](/topic/$tdw) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Delysium (AGI)](/topic/$agi) [Mach Natural Resources LP (MNR)](/topic/$mnr) [Fenerbahçe Token (FB)](/topic/$fb) [Microsoft Corp. (MSFT)](/topic/microsoft) [CME Group Inc (CME)](/topic/$cme) [Allied Gold Corporation (AAUC)](/topic/$aauc) [SLM Corporation (SLM)](/topic/$slm) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bruker, Corp. (BRKR)](/topic/$brkr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Flight Simulator had a profound impact on my development as a pilot especially during my early years. I still play it to this day. The graphics(Hello FS2020) have reached a jaw dropping level. Shockingly photo realistic. This sure beat the heck out of Microsoft Flight Simulator Read how 12-year-old @Delta_Pilots Jason Ward realized playing a flight sim was just the first step in achieving his dream of becoming an airline pilot. #MotivationMonday #Aviation #Pilot https://t.co/tfLMmqzlsh https://t.co/vQt54Q20Ak This sure beat the heck out of Microsoft Flight Simulator Read how 12-year-old"  
[X Link](https://x.com/anyuser/status/1678830884395315201)  2023-07-11T18:17Z [----] followers, 140.4K engagements


"$VAL $VAL.WS https://www.sec.gov/Archives/edgar/data/314808/000110465921058903/tm2114630d1_ex10-1.htm https://www.sec.gov/Archives/edgar/data/314808/000110465921058903/tm2114630d1_ex10-1.htm"  
[X Link](https://x.com/CaptainRoyen/status/2020946861339582573)  2026-02-09T19:44Z [----] followers, [---] engagements


"@DumbInvestorGuy @AncientSion No he isn't faring well and is deep underwater. But he is still making substantial buys in a company he has direct control of. Skin in the game. I'll ride with that any day. Also $THRY 's customer base (ie HVAC/Plumbing/Electrical SMBs) is relatively recession resistant"  
[X Link](https://x.com/CaptainRoyen/status/1988999156615303305)  2025-11-13T15:55Z [----] followers, [---] engagements


"@DumbInvestorGuy @AncientSion There is a positive correlation but IMO the tailwinds offset the headwinds. $THRY SAAS grew 30%+ in 3Q even in shaky consumer economic trends"  
[X Link](https://x.com/CaptainRoyen/status/1989039818597367956)  2025-11-13T18:37Z [----] followers, [---] engagements


"While the "paper" market was melting down and retail traders were being washed out by margin hikes the very same institutions that own the CME Group were busy taking delivery of physical gold and silver at these lower prices. $GDX $GDXJ $SILJ"  
[X Link](https://x.com/CaptainRoyen/status/2017453879932211219)  2026-01-31T04:24Z [----] followers, [---] engagements


"$AAUC Zijin Gold Acquires Allied Gold $AAUC for $4.02 Billion - ⛏Zijin Gold will acquire all of the issued and outstanding shares of Allied Gold for C$44 per share (about $32.12) in cash representing a premium of 5.66% from the stocks last close. ⛏The deal is expected to close by https://t.co/yzwWdFOCE9 Zijin Gold Acquires Allied Gold $AAUC for $4.02 Billion - ⛏Zijin Gold will acquire all of the issued and outstanding shares of Allied Gold for C$44 per share (about $32.12) in cash representing a premium of 5.66% from the stocks last close. ⛏The deal is expected to close by"  
[X Link](https://x.com/CaptainRoyen/status/2015773380201345253)  2026-01-26T13:06Z [----] followers, [---] engagements


"When forced sellers offer you Gold Miners priced as if Gold is $3500 you say YES $GDX $GDXJ"  
[X Link](https://x.com/CaptainRoyen/status/2018872960988143973)  2026-02-04T02:23Z [----] followers, [---] engagements


"A Phillips Rivers led Indianapolis Colts almost beat the Seahawks at home. I think the Super Bowl will be more competitive than most people think. .@Realrclark25 on Seahawks blowout or Patriots win debate: Weve got to stop talking about the New England Patriots like theyre Rocky Balboa and the Seattle Seahawks are Ivan Drago. https://t.co/G6DGLISmzX .@Realrclark25 on Seahawks blowout or Patriots win debate: Weve got to stop talking about the New England Patriots like theyre Rocky Balboa and the Seattle Seahawks are Ivan Drago. https://t.co/G6DGLISmzX"  
[X Link](https://x.com/CaptainRoyen/status/2019462863098638766)  2026-02-05T17:27Z [----] followers, [---] engagements


"WOOOOOOOOOO WEEEEEEEEEEE $RIG $VAL $VAL.WS This will be interesting impact on the warrants"  
[X Link](https://x.com/CaptainRoyen/status/2020851542576820341)  2026-02-09T13:25Z [----] followers, [----] engagements


"Even better odds now that the new $VAL warrant strike price is $8.66 post merger $RIG Same April [----] expiration @PantexCap Imagine looking at this chart with $VAL.WS. $50k bet could easily turn into $1m https://t.co/dMKY6scitr @PantexCap Imagine looking at this chart with $VAL.WS. $50k bet could easily turn into $1m https://t.co/dMKY6scitr"  
[X Link](https://x.com/CaptainRoyen/status/2020937612496711982)  2026-02-09T19:07Z [----] followers, [----] engagements


"Dr. Burry is a value investing legend. Concentrated positions in $MOH $SLM $BRKR Prefs and $LULU paired with $PLTR and $NVDA LEAPS Puts is pure value investing genius. Cheap stocks capital returns margin of safety AND disaster hedges. BRAVO. No Notes"  
[X Link](https://x.com/CaptainRoyen/status/1990797150566167016)  2025-11-18T15:00Z [----] followers, [----] engagements


"$AGI. a Tier [--] Gold Producer with a robust growth profile with an excellent world class management team who have a long history of being exceptional stewards of shareholder capital traded down 12% in a single day.as if there was some sort of operational disaster The only reasonable explanation is forced sellers in which I was glad to help them out of their plight https://twitter.com/i/web/status/2017640147546681476 https://twitter.com/i/web/status/2017640147546681476"  
[X Link](https://x.com/CaptainRoyen/status/2017640147546681476)  2026-01-31T16:44Z [----] followers, [---] engagements


"@FishtownCap Being deep in Commodities for the fast few years I'm quite used to that ie $BTU"  
[X Link](https://x.com/CaptainRoyen/status/2019582654731960797)  2026-02-06T01:23Z [----] followers, [---] engagements


"Congrats to $VAL $VAL.WS holders. Your patience thru a helacious drop has been rewarded"  
[X Link](https://x.com/CaptainRoyen/status/2020873272636612889)  2026-02-09T14:51Z [----] followers, [----] engagements


"DEGEN SATURDAY MUSINGS $VAL.WS (2028 Expiration) $RIG '27 LEAPS $BTU '27 LEAPS $SBSW '27 LEAPS $GDX '27 LEAPS $GDXJ '27 LEAPS SOMETHING is gonna PRINT"  
[X Link](https://x.com/anyuser/status/1911197695839961424)  2025-04-12T23:20Z [----] followers, 18.3K engagements


"UPDATE: Every single LEAP multi bagged led by $SBSW which [--] bagged $VAL $RIG $BTU $GDX $GDXJ DEGEN SATURDAY MUSINGS $VAL.WS (2028 Expiration) $RIG '27 LEAPS $BTU '27 LEAPS $SBSW '27 LEAPS $GDX '27 LEAPS $GDXJ '27 LEAPS SOMETHING is gonna PRINT https://t.co/Y8Wr3SgCS3 DEGEN SATURDAY MUSINGS $VAL.WS (2028 Expiration) $RIG '27 LEAPS $BTU '27 LEAPS $SBSW '27 LEAPS $GDX '27 LEAPS $GDXJ '27 LEAPS SOMETHING is gonna PRINT https://t.co/Y8Wr3SgCS3"  
[X Link](https://x.com/CaptainRoyen/status/2021716180935790684)  2026-02-11T22:41Z [----] followers, [----] engagements


"Sometimes the easiest bets to make are following smart people that put in a lot more research than you are unwilling or unable to do. Long $MOH Molina Healthcare: Ghosts of GEICO Past "In [----] however GEICO started selling auto insurance to the public. With almost no actuarial experience GEICOs pricing was a guess and turned out to be too low. A frustratingly common problem in the insurance industry. This poorly https://t.co/N3iy6uU1AS Molina Healthcare: Ghosts of GEICO Past "In [----] however GEICO started selling auto insurance to the public. With almost no actuarial experience GEICOs pricing"  
[X Link](https://x.com/CaptainRoyen/status/2022115448901263635)  2026-02-13T01:07Z [----] followers, [---] engagements


"PLUNGED $GDX $GDXJ"  
[X Link](https://x.com/CaptainRoyen/status/2017275009941532752)  2026-01-30T16:33Z [----] followers, [---] engagements


"If you're selling Gold Miners out of fear I'll gladly take them off your hands $GDX $GDXJ Chinas largest e-commerce platform is selling: - Gold bars for $5700 - Silver for $163 While paper shorts are depressing Western prices physical demand in Asia remains strong. How long till we ship all our gold and silver to Asia Chinas largest e-commerce platform is selling: - Gold bars for $5700 - Silver for $163 While paper shorts are depressing Western prices physical demand in Asia remains strong. How long till we ship all our gold and silver to Asia"  
[X Link](https://x.com/CaptainRoyen/status/2018129050695299327)  2026-02-02T01:07Z [----] followers, [---] engagements


"Excellent earnings from $TDW. Dayrates accelerate Cashflow accelerates and Buybacks accelerate. 6% of shares bought back LTM. The party is just getting started. High Spec offshore is the place to be for the foreseeable future. #AgeOfOffshore"  
[X Link](https://x.com/CaptainRoyen/status/1952490806297899207)  2025-08-04T22:04Z [----] followers, [----] engagements


"If you're a Nat Gas bull stocks like $UNTC and $MNR allow an enterprising investor to get paid 15-20% while waiting for the bull thesis to play out. Layer those equity positions with some $EQT $EXE and $AR LEAPS.My Goodness"  
[X Link](https://x.com/CaptainRoyen/status/1954667383802806281)  2025-08-10T22:13Z [----] followers, [----] engagements


"Investors dumping $BTU and $YAL.AX $YAL over empire building fears are missing the forest for the trees. Building scale and resilience in a volatile sector isnt egoits strategy. Kneejerk selling = shortsighted. Long-term vision wins. Buying $YAL.AX $YAL equity off the short sighted boomers is just a reverse engineered 60c divvie 🧠🤑💸🪳 #coaltwitter #reverseroach https://t.co/evR4XEfEUq Buying $YAL.AX $YAL equity off the short sighted boomers is just a reverse engineered 60c divvie 🧠🤑💸🪳 #coaltwitter #reverseroach https://t.co/evR4XEfEUq"  
[X Link](https://x.com/CaptainRoyen/status/1958165453936693511)  2025-08-20T13:53Z [----] followers, [----] engagements


"We all win some and lose some especially with short term market move predictions. I've been accumulating $BTU but did not expect the shares to rip til [----] but things happen. Still a long way to go in the coal game. This YTD chart is total return including dividends. At least that's what Perplexity says😂"  
[X Link](https://x.com/CaptainRoyen/status/1973397912425005090)  2025-10-01T14:41Z [----] followers, [---] engagements


"@coeus12345 I have $YAL.AX on my watchlist. I love me some hated stocks"  
[X Link](https://x.com/CaptainRoyen/status/1973426373680308241)  2025-10-01T16:34Z [----] followers, [---] engagements


"@Gudvangen4 @BAshcroftgreen Lot of M&A action and noise in the sector right now. $MNR had a recent acquisition $SMC and Tall Oak and now rumots of Citadel acquiring $CRK assets. $UNTC is in a luxurious position"  
[X Link](https://x.com/CaptainRoyen/status/1974277065508860400)  2025-10-04T00:55Z [----] followers, [---] engagements


"Bought some $BTG JAN [----] $7.50 LEAPS today. Timing feels just as good as buying $SBSW $10 Calls last Spring which ended up turning into a [--] Bagger Look how cheap $btg is compared to everything else Look how cheap $btg is compared to everything else"  
[X Link](https://x.com/CaptainRoyen/status/2017454907708563712)  2026-01-31T04:28Z [----] followers, [---] engagements


"Lots of $VAL vs $RIG debate going on. The best answer IMO is to spare yourself the brain damage and buy all. No need to argue which Infinity Stone is the best.collect them all then snap your fingers. Here's Thanos adding $VAL.WS to $RIG $TDW and $NE stones #offshore"  
[X Link](https://x.com/CaptainRoyen/status/1761026200896422363)  2024-02-23T13:52Z [----] followers, [----] engagements


"I'm hearing Rumors of a 20% sale in $FB tomorrow which would net the following: $663B EV $39:1B FCF Pre tax income: $46.73 D&A: $8.0B EBITDA: $54.7B EBIT: $46.7B EV/EBITDA: 12x EV/EBIT: 14x EV/FCF: 17x FCF GROWTH YOY: 65%"  
[X Link](https://x.com/anyuser/status/1489005074114355207)  2022-02-02T22:37Z [----] followers, [--] engagements


"@ValueStockGeek Speculative Have you seen $BABA's Cash flow Have you seen the growth of its Cloud Business This isn't some clinical stage Biotech company"  
[X Link](https://x.com/anyuser/status/1501173798820892677)  2022-03-08T12:31Z [----] followers, [--] engagements


"Buy when there is blood in the streets and my goodness there are some deals out there. I don't see how a Tech/SAAS basket of $BABA $FB $THRY $DFIN $ZDGE doesn't Rip and create tremendous wealth over the next [--] years"  
[X Link](https://x.com/anyuser/status/1501940645711151104)  2022-03-10T15:18Z [----] followers, [--] engagements


"Took me [--] mins to analyze $BTU and find a wide margin of safety. Likewise with $RIG. Margin of safety on both wide enough to go Levered Long thru LEAPS"  
[X Link](https://x.com/anyuser/status/1583793218906300417)  2022-10-22T12:11Z [----] followers, [--] engagements


"Looks like the rumors are true. He blocks anyone who has an opposing view to any of his thesis. Sad as I respected a lot of analysis on oil. $RIG #Charlatan"  
[X Link](https://x.com/anyuser/status/1584206880754503680)  2022-10-23T15:35Z [----] followers, [--] engagements


"I love how $BTU Management is prioritizing share buybacks: $1B share repurchase plan Market Cap $3.64B EV $2.69B 14% of float short(what were the shorts thinking) 🚀 🚀 🚀 🚀 🚀 🚀 🚀"  
[X Link](https://x.com/anyuser/status/1647950282154803200)  2023-04-17T13:08Z [----] followers, [----] engagements


"(1/2) $BTU 2Q Quick notes: Taking out the $109m working cap again [----] allocation for shareholder returns on pace to be at least $686m(21% of MC). Company is printing money and accelerating buybacks even in a depressed coal price environment"  
[X Link](https://x.com/anyuser/status/1684609474114224133)  2023-07-27T16:59Z [----] followers, [----] engagements


"$BTU "Bagholders". patience is a virtue isn't it Financial Markets lie but Supply/Demand economics and Free Cashflow never do. This is just the beginning #CoalTwitter"  
[X Link](https://x.com/anyuser/status/1689288298164793345)  2023-08-09T14:51Z [----] followers, [----] engagements


"Travis Hunter's performance has to be one of the all time greatest in College Football history Colorado came in as a [--] point underdog but beat TCU 45-42. Shedeur Sanders set a school record with [---] passing yards and [--] TDS. Travis Hunter played 125+ snaps in 100-degree heat finishing with an INT (as a DB) and [--] catches for [---] yards (as a WR). The Deion Effect 🤯 https://t.co/XoJeLG3ypU Colorado came in as a [--] point underdog but beat TCU 45-42. Shedeur Sanders set a school record with [---] passing yards and [--] TDS. Travis Hunter played 125+ snaps in 100-degree heat finishing with an INT (as"  
[X Link](https://x.com/anyuser/status/1698086141520416795)  2023-09-02T21:30Z [----] followers, 47.2K engagements


"For all the Operations and "Empire Building" critique $BTU Management gets they certainly knocked it out of the park in 3Q with solid operations and an accretive acquisition at low price $BTU had best operational performance in long time in q3. Production hit all targets and costs beat by a mile. If you are focusing on headline numbers you are missing the big picture. $BTU had best operational performance in long time in q3. Production hit all targets and costs beat by a mile. If you are focusing on headline numbers you are missing the big picture"  
[X Link](https://x.com/anyuser/status/1717528795874226674)  2023-10-26T13:09Z [----] followers, [----] engagements


"$BTU has bought back 9.3% of its shares YTD. $103m available to buy back another 3% and should return to larger buybacks after 4Q landing somewhere between 15-20% Shareholder return for [----]. Pretty fantastic considering depressed coal prices"  
[X Link](https://x.com/anyuser/status/1717533408128114779)  2023-10-26T13:27Z [----] followers, 11.8K engagements


"After 2Q earnings $BTU had $142m available for BBs. Management only used $35.7m to buyback 1.4m shares. Thats an avg of $25.5/sh. Did BBs cause the recent $26 spike Quite possible that the retail float is running low and any further BB waves initiated will drive the price up"  
[X Link](https://x.com/anyuser/status/1717609637376131197)  2023-10-26T18:30Z [----] followers, 13K engagements


"Any sign of turnaround in containerships and $ZIM is a [--] bagger minimum. Solid Balance Sheet yet trades at .2 Book. My goodness"  
[X Link](https://x.com/anyuser/status/1717977117319733322)  2023-10-27T18:50Z [----] followers, [----] engagements


"$BTU At September [--] [----] $733.6 million remained available under its share repurchase program. From October [--] [----] through October [--] [----] the Company repurchased an additional [---] million shares for $27.3 million. $24.82 avg buyback in Oct"  
[X Link](https://x.com/anyuser/status/1720447086771028205)  2023-11-03T14:25Z [----] followers, 24.3K engagements


"After listening to the $STNG call if you cant get excited about Energy I dont know what to tell ya. Unless you believe Management teams across the Energy space are collectively lying thru their teeth Energy is headed to the Moon 🚀 #WinterIsComing"  
[X Link](https://x.com/anyuser/status/1727772130958336357)  2023-11-23T19:32Z [----] followers, [----] engagements


"The names Blue Creek and Centurion will make folks alot of money in the next few years. $HCC $BTU #CoalTwitter"  
[X Link](https://x.com/anyuser/status/1737093078861971638)  2023-12-19T12:50Z [----] followers, [----] engagements


"If you thought $AMR buybacks had juice wait til you see the torque on $BTU and $HCC from growth capex with very high ROIC + aggressive buybacks #CoalTwitter @TetonCapital1 @taobanker @doctorslernon @contrarian8888 Buybacks buybacks buybacks. $BTU has been in neutral for what feels like forever but I'm not selling any of my shares until we get closer to fair value. I'm a little bit tempted to cut a couple losers and buy more [----] calls but it's just a matter of time. @TetonCapital1 @taobanker @doctorslernon @contrarian8888 Buybacks buybacks buybacks. $BTU has been in neutral for what feels"  
[X Link](https://x.com/anyuser/status/1745330465911828864)  2024-01-11T06:23Z [----] followers, [----] engagements


"I can understand using "implied steel value" in the early days of the offshore bear market but why some are still using it today is beyond me. Dayrates are inflecting higher operational cashflows strengthing but analysts are using a Cigar Butt style metric $RIG $VAL $TDW"  
[X Link](https://x.com/anyuser/status/1747222016237654281)  2024-01-16T11:39Z [----] followers, [----] engagements


"$HCC/ $BTU are the next $AMR #CoalTwitter New coal call 🚨 $HCC is crazy cheap their Blue Creek spending is masking how f'ing cheap it is [----] million fd shares $687mm cash $153mm debt Sureties/environ no big deal At $67 call it $3b EV 1/ New coal call 🚨 $HCC is crazy cheap their Blue Creek spending is masking how f'ing cheap it is [----] million fd shares $687mm cash $153mm debt Sureties/environ no big deal At $67 call it $3b EV 1/"  
[X Link](https://x.com/anyuser/status/1748088469967032766)  2024-01-18T21:02Z [----] followers, [----] engagements


"Epic $RIG negativity Rebuttal Have seen some negative commentary on $RIG. Sharing some opinions. Dayrates were $200k from 2016-2021 and they survived but now $RIG is allegedly insolvent at $450k after surviving all of those years at half the dayrate Should be FCF positive or breakeven in [--] with $400mm Have seen some negative commentary on $RIG. Sharing some opinions. Dayrates were $200k from 2016-2021 and they survived but now $RIG is allegedly insolvent at $450k after surviving all of those years at half the dayrate Should be FCF positive or breakeven in [--] with $400mm"  
[X Link](https://x.com/anyuser/status/1754938370650775953)  2024-02-06T18:41Z [----] followers, [----] engagements


"As $BTU continues to aggressively buyback shares below $27 will become the new below $24 then below $30. In [----] when the stock is well above $50 many will look back on these short term price predictions as an inefficient use of time"  
[X Link](https://x.com/anyuser/status/1766441110736396619)  2024-03-09T12:29Z [----] followers, [----] engagements


"There's your $500k clean rate folks. And of course it's $RIG that breaks the $500k wall. Top notch Management $RIG $VAL $NE $DO $SDRL $TDW 7G Asgard at $534k/day includes addl services (not clean) but a good fixture for [--] year in US GoM thats likely $500k when adjusted to a clean dayrate. Filling up white space at about half a million dollars a day is good to see. https://t.co/IWvH7yNjN1 $RIG $VAL $NE $DO $SDRL $TDW 7G Asgard at $534k/day includes addl services (not clean) but a good fixture for [--] year in US GoM thats likely $500k when adjusted to a clean dayrate. Filling up white space at"  
[X Link](https://x.com/anyuser/status/1774903734100783574)  2024-04-01T20:56Z [----] followers, 19.3K engagements


"Big Shoutout to @mintzmyer for his pound the table call on $DAC / $GSL. I borrowed from the Soros playbook of invest first research later"  
[X Link](https://x.com/anyuser/status/1792572186001133857)  2024-05-20T15:04Z [----] followers, [----] engagements


"PRB/US Thermal: Rumors of our demise have been highly exaggerated $BTU US slows plans to retire coal plants as power demand from AI surges - FT https://t.co/DCn0zLi9CS US slows plans to retire coal plants as power demand from AI surges - FT https://t.co/DCn0zLi9CS"  
[X Link](https://x.com/anyuser/status/1796143426167005256)  2024-05-30T11:35Z [----] followers, 12.5K engagements


"Just landed in Rio.it's a sign 😂 $RIG #EFT"  
[X Link](https://x.com/anyuser/status/1797285754487341148)  2024-06-02T15:14Z [----] followers, [----] engagements


"So who else bought the dip today while Mr. Market was quoting silly low prices $BTU $HCC $RIG"  
[X Link](https://x.com/anyuser/status/1798088091258765517)  2024-06-04T20:23Z [----] followers, [----] engagements


"Gotta give credit where credit is due. Great Call on #Copper Avoid copper. My last and final warning. Below: China export arb to LME is wide open. China will export #copper China is a seller at these prices. https://t.co/ymZPvNyQ4P Avoid copper. My last and final warning. Below: China export arb to LME is wide open. China will export #copper China is a seller at these prices. https://t.co/ymZPvNyQ4P"  
[X Link](https://x.com/anyuser/status/1816486540610277881)  2024-07-25T14:51Z [----] followers, [----] engagements


"This is the Endgame and $RIG management understands that. Sure the Invictus rate is below expectations but that's another high spec rig off the market for years. The call on reactivating cold stacked rigs is approaching fast $NE on deepwater demand in Q2 report: "Although demand has been flat over the past [--] months and appears likely to remain approximately flat into mid [----] we expect several sizeable development programs will drive another leg of growth from late [----] and [----]. $RIG $VAL $SDRL $NE on deepwater demand in Q2 report: "Although demand has been flat over the past [--] months and"  
[X Link](https://x.com/anyuser/status/1818969570889093363)  2024-08-01T11:18Z [----] followers, [----] engagements


"Say what you want about $BTU Management but their cost control and overall operating quality in 2Q was excellent. Plus a $100m gift to shareholders is a nice touch"  
[X Link](https://x.com/anyuser/status/1818993038276067681)  2024-08-01T12:51Z [----] followers, [----] engagements


"#CoalTwitter is funny. A few months ago Thermal was Dead and Met was the way. Now there are claims that Met is dead and back to Thermal. All Coal is alive and well for the foreseeable future. VIDEO COLUMN: The world has never used as much coal as its burning this year. In the age of the climate crisis King Coal still reigns. Above all in China which accounts for 50% of global demand. #CoalTwitter #ClimateCrisis @opinion h/t @Michaelj628 https://t.co/Ur6CaIJoNV VIDEO COLUMN: The world has never used as much coal as its burning this year. In the age of the climate crisis King Coal still reigns."  
[X Link](https://x.com/anyuser/status/1823736295195287690)  2024-08-14T14:59Z [----] followers, [----] engagements


"$SBSW is a classic multi bagger or bust play. In any situation where [--] is a possibility minimizing capital outlay is key. LEAPS as far out as I can get them are my weapon of choice We are out of $SBSW. Said we'd cut if it made new lows and here we are. Contras rejoice. Maybe this is their time to finally shine. Still very bullish PGMs but must respect technicals and risk. The tape don't lie We are out of $SBSW. Said we'd cut if it made new lows and here we are. Contras rejoice. Maybe this is their time to finally shine. Still very bullish PGMs but must respect technicals and risk. The tape"  
[X Link](https://x.com/anyuser/status/1831003346519335412)  2024-09-03T16:16Z [----] followers, [----] engagements


"$RIG Mid tier Deepwater KG1 going from $348k day rate to $410k with options locking it up til [----]. Global Drillship supply rapidly approaching a sold out status. The thesis is fully intact. You love to see it"  
[X Link](https://x.com/anyuser/status/1831335299823399189)  2024-09-04T14:15Z [----] followers, [----] engagements


"$635k dayrate $RIG $RIG Atlas with $635k/day on [---] day term in US GoM beginning 2Q28 This is likely 20k work for BPs Kaskida project. Could be follow on work for Tiber in future. I get oilfield service sentiment is poor but high spec rigs doing well. This Atlas fixture should be $150mm EBITDA https://t.co/Yc3ox3lHqF $RIG Atlas with $635k/day on [---] day term in US GoM beginning 2Q28 This is likely 20k work for BPs Kaskida project. Could be follow on work for Tiber in future. I get oilfield service sentiment is poor but high spec rigs doing well. This Atlas fixture should be $150mm EBITDA"  
[X Link](https://x.com/anyuser/status/1833628510478327832)  2024-09-10T22:07Z [----] followers, [----] engagements


"Looking at offshore valuations it's time to put "this company is better then this company" rhetoric away. I'm buying them all. $RIG $NE $SDRL $VAL $BORR $TDW $SMHI"  
[X Link](https://x.com/anyuser/status/1839669570392424637)  2024-09-27T14:12Z [----] followers, 15.8K engagements


"$BTU hasn't approached $27 since Jan. Gave long term investors [--] months to accumulate shares at silly prices. Stock still on sale just a little less Silly. Thank you Mr. Market. $BTU at $27.its been a while but well worth the journey for the patient. Still a LONG way to go with the Buyback Machine just getting started $BTU at $27.its been a while but well worth the journey for the patient. Still a LONG way to go with the Buyback Machine just getting started"  
[X Link](https://x.com/anyuser/status/1839673684773990499)  2024-09-27T14:29Z [----] followers, [----] engagements


"PRB is worth zero. $BTU Limit down tomorrow. BMO says Texas has no more power for data centers https://t.co/OrWjaDjQwv BMO says Texas has no more power for data centers https://t.co/OrWjaDjQwv"  
[X Link](https://x.com/anyuser/status/1840859818229448890)  2024-09-30T21:02Z [----] followers, [----] engagements


"@FlyingHighRyan [---] IMO has surpassed it. It looks majestic at the gate"  
[X Link](https://x.com/anyuser/status/1842279697344020597)  2024-10-04T19:04Z [----] followers, [----] engagements


"Following @NICKRADICAL4 's picks has been nothing but pure Alpha. $BTU $RIG $VNO $OGI.My goodness"  
[X Link](https://x.com/anyuser/status/1842292079910949101)  2024-10-04T19:53Z [----] followers, [----] engagements


"$RIG is FCF positive and debt pay down has begun. Bull Thesis is running ahead at full steam. $VAL repurchased $100m off $111 FCF. Buyback machine turned on at full blast as rising dayrate momentum continues Beautiful start to the offshore Supercycle"  
[X Link](https://x.com/anyuser/status/1851841107295973587)  2024-10-31T04:18Z [----] followers, 20.2K engagements


"$BTU great quarter and strong cash flows in a tough pricing environment. Great operational performance in US Thermal. Centurion ahead of schedule. And best of all 3.5% of shares were bought back in the quarter while this cash flowing enterprise trades below book value. This stock wont be in the $20s much longer #CoalTwitter"  
[X Link](https://x.com/anyuser/status/1851969673408975087)  2024-10-31T12:49Z [----] followers, [----] engagements


"$RIG Management basically said they are in merger talks with $SDRL without saying it out loud $RIG consolidation commentary from the call Note: $SDRL owns/manages [--] 7G rigs [--] of which are managed by SDRL through a 50/50 JV with Sonangol https://t.co/tfn5Qm4QQV $RIG consolidation commentary from the call Note: $SDRL owns/manages [--] 7G rigs [--] of which are managed by SDRL through a 50/50 JV with Sonangol https://t.co/tfn5Qm4QQV"  
[X Link](https://x.com/anyuser/status/1852181831736606912)  2024-11-01T02:52Z [----] followers, [----] engagements


"Spectacular synopsis by Tommy. Offshore drillers are a Sam Zell focus on supply style investment. Supply is constrained for the foreseeable future with demand set to increase. Furthermore when an investor purchases a piece of these businesses they are acquiring high spec rigs below replacement value. The Supercycle has begun. $RIG $NE $VAL and $SDRL account for 61% of the global fleet of modern floating rigs. Within the global fleet are various sub-segments by rig type: Transocean has the 2.8mm lbs hookload drillships mostly in US GoM ($500k rates). Noble Valaris and Seadrill own 90% of"  
[X Link](https://x.com/anyuser/status/1852700659121901594)  2024-11-02T13:13Z [----] followers, [----] engagements


"Monster quarter(especially buybacks) by $RIG errrrrrrr I mean $sdrl 😂"  
[X Link](https://x.com/anyuser/status/1856458821377335385)  2024-11-12T22:07Z [----] followers, [----] engagements


"Offshore is probably one of the most mispriced sectors right now. Deepwater Rigs were trading for less than replacement value then Mr. Market cuts the value further in half. Music to a Value Investors' ears I have a meme for this after you read the left side and let it sink in that IEA sees 700kbpd Brazil growth by YE25 and Petrobras sees +350kbpd bychecks notes2029. https://t.co/KKtne62iaL I have a meme for this after you read the left side and let it sink in that IEA sees 700kbpd Brazil growth by YE25 and Petrobras sees +350kbpd bychecks notes2029. https://t.co/KKtne62iaL"  
[X Link](https://x.com/anyuser/status/1860447543466881492)  2024-11-23T22:17Z [----] followers, [----] engagements


"$BTU Acquires Anglo Met Coal Assets"  
[X Link](https://x.com/anyuser/status/1860946405281411189)  2024-11-25T07:19Z [----] followers, [----] engagements


"$BTU has transformed itself into a Met Coal Powerhouse with Met production set to 3x in [----] most of it Tier [--] HCC which will roughly 2x current EBITDA. Trading at 3x EBITDA any further dip in the stock would be a gift. I'm a fan of the deal. #CoalTwitter"  
[X Link](https://x.com/anyuser/status/1861016864161189983)  2024-11-25T11:59Z [----] followers, [----] engagements


"$VAL warrants risk/reward has reached extremely attractive levels"  
[X Link](https://x.com/anyuser/status/1865128682131534105)  2024-12-06T20:18Z [----] followers, 21.2K engagements


"52 week high + [--] week low within one month THEN a death spiral. It's as if the market believes $VAL is over leveraged bleeding cash and a bankruptcy risk. Table pounding opportunity at these price levels #EFT"  
[X Link](https://x.com/anyuser/status/1869052597061185577)  2024-12-17T16:10Z [----] followers, 17.8K engagements


"$241k to $455k day rate swing. Nice pickup for $RIG.errrrr.I mean $SDRL $SDRL [--] year term at $455k/d incl services excl mob fee. On clean basis maybe $425-430k but good [--] year term for market. Keeps Tellus off market until [----]. Stays in Brazil Big step up on Tellus dayrate from [----] legacy contract at $241k rolling off 1Q26 $RIG $VAL $NE https://t.co/UNtINsJTnE $SDRL [--] year term at $455k/d incl services excl mob fee. On clean basis maybe $425-430k but good [--] year term for market. Keeps Tellus off market until [----]. Stays in Brazil Big step up on Tellus dayrate from [----] legacy contract at"  
[X Link](https://x.com/anyuser/status/1869215052454326492)  2024-12-18T02:56Z [----] followers, [----] engagements


"All eyes will be on the Permian in [----]. If it rolls over the upside in Oil & Gas will be substantial. Market believes Shale production will continue to grow for years. I'm siding with Christine @Go_Rozen and others who believe the rollover of the Permian is imminent The Permian Basin is getting old. Operators are running into geologic limits that will constrain further growth and struggling to dispose of the huge amounts of wastewater they produce alongside crude. #OOTT #ONGT #fintwit $XOM $CVX $EOG $FANG $OXY https://t.co/OFzDMt78ag The Permian Basin is getting old. Operators are running"  
[X Link](https://x.com/anyuser/status/1873094131586842654)  2024-12-28T19:50Z [----] followers, [----] engagements


"$BTU CEO states US Coal tailwinds are the strongest hes seen in over [--] decades. Private Equity firms have approached the company wrt power generation deals for data centers"  
[X Link](https://x.com/anyuser/status/1887534642921939227)  2025-02-06T16:11Z [----] followers, 12.3K engagements


"$HCC Management is much more gloomy on Met Coal pricing outlook vs $BTU Management. I believe the location of $BTU s Met assets and slightly higher quality Met coal play a role in the differing outlooks. Then again $HCC Management is always gloomy on Calls. Long both"  
[X Link](https://x.com/anyuser/status/1890174449581977656)  2025-02-13T23:01Z [----] followers, [----] engagements


"$AMR has been taken to the woodshed. Generational opportunity in coal right now because Mr. Market can't think past the next 6-12 months"  
[X Link](https://x.com/anyuser/status/1890550442481905954)  2025-02-14T23:55Z [----] followers, 14.7K engagements


"Whenever you hear the word "uninvestible" being thrown around that is when one can dive into a sector and see if there is value hidden amongst noise. The global demand for premium HCC remains robust despite the short term negative sentiment. #metcoal has no tailwind in sight. A pretty non-investible sector at this point. some comments from $HCC management below. Don't let people suck you into a trade even the industry insiders think is pretty bleak for a long time ahead. #coal #CoalTwitter https://t.co/Ig51956qPm #metcoal has no tailwind in sight. A pretty non-investible sector at this point."  
[X Link](https://x.com/anyuser/status/1891474724670070850)  2025-02-17T13:08Z [----] followers, [----] engagements


"Met Coal is Dead they say😂 $HCC $BTU $AMR 🚀 🚀🚀 Holy f---ing.Walt & Dale from the high ropes with one hell of an incredible Blue Creek update for Warrior Met Coal $HCC Economics done at $250/mt. But even at $190/mt PLV guiding to an incremental $429MM of free cash flow The koala is pleased.the good old boys are going https://t.co/3IboJ60YdB Holy f---ing.Walt & Dale from the high ropes with one hell of an incredible Blue Creek update for Warrior Met Coal $HCC Economics done at $250/mt. But even at $190/mt PLV guiding to an incremental $429MM of free cash flow The koala is pleased.the good"  
[X Link](https://x.com/anyuser/status/1893075699910455694)  2025-02-21T23:09Z [----] followers, [----] engagements


"$NE is must own based on recent insider buys"  
[X Link](https://x.com/anyuser/status/1893271829654974861)  2025-02-22T12:09Z [----] followers, [----] engagements


"Significant drop in Anglo assets unit costs as forecasted by $BTU Management. At $190/ton spot $BTU is still looking at $565m EBITDA just from Anglo assets. Then add Centurion EBITDA"  
[X Link](https://x.com/anyuser/status/1893497676693426338)  2025-02-23T03:06Z [----] followers, [----] engagements


"$HCC Walt & Dale pulled a Pat McAfee on the Met Bears they were all gloomy on the earnings call then drop an ULTRA bullish Blue Creek presentation on a SaturdayEPIC"  
[X Link](https://x.com/anyuser/status/1893762950495694931)  2025-02-23T20:40Z [----] followers, [----] engagements


"$BTU CEO drops $100k on shares. Another sign that Peabody shares present a generational opportunity"  
[X Link](https://x.com/anyuser/status/1894577097701503454)  2025-02-26T02:35Z [----] followers, [----] engagements


"Offshore Bulls.stop whining and keep buying. Generational opportunity $RIG $VAL $TDW $NE"  
[X Link](https://x.com/anyuser/status/1894810911656783979)  2025-02-26T18:04Z [----] followers, [----] engagements


"Added heavily in $BTU $RIG and $VAL in recent weeks. Focusing on $MAGN and $SBSW accumulation next Why I love Sibanye Stillwater $SBSW and thus I hate myself. (Reprise) https://t.co/GgmEaxTJ4K Why I love Sibanye Stillwater $SBSW and thus I hate myself. (Reprise) https://t.co/GgmEaxTJ4K"  
[X Link](https://x.com/anyuser/status/1895939538390041069)  2025-03-01T20:49Z [----] followers, [----] engagements


"Today investors have the opportunity to buy deepwater drill ships for pennies on the dollar while waiting for this to unfold. This is what a generational opportunity looks like. $VAL $RIG $SDRL $NE"  
[X Link](https://x.com/anyuser/status/1898346023984017852)  2025-03-08T12:12Z [----] followers, 47.9K engagements


"Permian Production Bulls/Offshore Bears.the Permian needs $66-$83 Oil just to BREAK EVEN let alone make a reasonable return for investors. The Trump Admin wants even lower oil prices while cutting gov't spending so Shale subsidies likely out of the window. Drill Baby Drill likely comes via the Deep water which happen to be extremely supply constrained for the foreseeable future Scott Sheffield- at $50 it's not going to work https://t.co/RBKDF2VIYU Scott Sheffield- at $50 it's not going to work https://t.co/RBKDF2VIYU"  
[X Link](https://x.com/anyuser/status/1899554832870203544)  2025-03-11T20:15Z [----] followers, [----] engagements


"The Permian Basin and the Physics of Geology. Long story short some unexpected breakthrough technological advancement is needed to prevent a decline in total US Shale Oil production"  
[X Link](https://x.com/anyuser/status/1899856508919193941)  2025-03-12T16:14Z [----] followers, [----] engagements


"No one cared about subprime mortgages til something broke. Dr. Burry was dunked on for [--] years before dropping a 400%+ year. It feels like a similar pattern is going to happen with Oil. History doesn't repeat itself but it sure does Rhyme No One Is Going To Care About Oil Fundamentals Until Something Breaks https://t.co/mVXqzPDCV3 https://t.co/GBqN6eFBXt No One Is Going To Care About Oil Fundamentals Until Something Breaks https://t.co/mVXqzPDCV3 https://t.co/GBqN6eFBXt"  
[X Link](https://x.com/anyuser/status/1900338901580943833)  2025-03-14T00:11Z [----] followers, [----] engagements


"I reckon Citadel isn't dropping $1.2 Billy in the Haynesville(toilet paper acreage) for $4 Natty. Use that signal as you wish Citadel buys Paloma Energy for $1.2B Hville co didnt have that on my bingo card Citadel buys Paloma Energy for $1.2B Hville co didnt have that on my bingo card"  
[X Link](https://x.com/anyuser/status/1900340453641511284)  2025-03-14T00:17Z [----] followers, [----] engagements


"Rumors of Offshore Drillers' demise have been HIGHLY exaggerated $VAL $VAL Two year term for DS-10 (7G) at $480k in lower cost W Africa along w/ two unpriced options at [--] year each. 2Q-3Q [----] start Strong dayrate w/ multi year term. DS-10 had previously worked in Nigeria and Im guessing its headed there More West Africa work remains for IOCs https://t.co/mW0SJquUEX $VAL Two year term for DS-10 (7G) at $480k in lower cost W Africa along w/ two unpriced options at [--] year each. 2Q-3Q [----] start Strong dayrate w/ multi year term. DS-10 had previously worked in Nigeria and Im guessing its headed"  
[X Link](https://x.com/anyuser/status/1906818373519835378)  2025-03-31T21:18Z [----] followers, 24.5K engagements


"What a gift today was. Generational opportunities across the Energy space and Small Cap value today. Added $BTU $VAL $RIG $MAGN $PUMP $KOS $SBSW Unless the world is coming to an end multiple [--] baggers among those stocks at current levels"  
[X Link](https://x.com/anyuser/status/1908283801488535569)  2025-04-04T22:21Z [----] followers, 23.7K engagements


"Dayrates are well into the $400000s the Permian is showing clear signs of rolling over and $RIG trades as if Thanos/COVID [---] is at Earth's doorstep. What an opportunity here and in the entire offshore sector in general"  
[X Link](https://x.com/anyuser/status/1908876518043844710)  2025-04-06T13:36Z [----] followers, [----] engagements


"Highest spec rigs + excellent white space management + constrained supply + TORQUE All an investor needs is a little bit of patience. 2H [----] should be exciting $RIG $OFOS $RIG $VAL $NE Twitter: "Debt makes RIG much worse than VAL/NE" JPM Fixed Income: "We rate Transocean's unsecured debt OW but are UW Noble/Valaris bonds" 🧐 I get bond RV thesis equity call but still ironic 🤷♂ https://t.co/HrXJFMHlHB $OFOS $RIG $VAL $NE Twitter: "Debt makes RIG much worse than VAL/NE" JPM Fixed Income: "We rate Transocean's unsecured debt OW but are UW Noble/Valaris bonds" 🧐 I get bond RV thesis equity"  
[X Link](https://x.com/anyuser/status/1917302584282316933)  2025-04-29T19:38Z [----] followers, [----] engagements


"$VAL earnings commentary Offshore Bullswe ride at Dawn 🚀🚀🚀"  
[X Link](https://x.com/anyuser/status/1918046320159334857)  2025-05-01T20:54Z [----] followers, [----] engagements


"$TDW has cranked up the buyback machine purchasing 5% of shares outstanding"  
[X Link](https://x.com/anyuser/status/1919494441645027835)  2025-05-05T20:48Z [----] followers, [----] engagements


"Spectacular News. Congratulations to fellow $SOC investors and big shout-out to @BR_Kelleran for highlighting this opportunity long ago $SOC https://t.co/CYJHIYMbit https://t.co/2SmfSTMzZ8 $SOC https://t.co/CYJHIYMbit https://t.co/2SmfSTMzZ8"  
[X Link](https://x.com/anyuser/status/1924419416868937736)  2025-05-19T10:58Z [----] followers, [----] engagements

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