# ![@FoamOnTheRunway Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2717039460.png) @FoamOnTheRunway GT

GT posts on X about $rig, to the, what is, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2717039460/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2717039460/c:line/m:interactions.svg)

- [--] Week [------] +877%
- [--] Month [------] +287%
- [--] Months [-------] +67%
- [--] Year [-------] -6.30%

### Mentions: [--] [#](/creator/twitter::2717039460/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2717039460/c:line/m:posts_active.svg)

- [--] Week [--] +43%
- [--] Month [--] +4%
- [--] Months [---] +31%
- [--] Year [---] +33%

### Followers: [-----] [#](/creator/twitter::2717039460/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2717039460/c:line/m:followers.svg)

- [--] Week [-----] +1.90%
- [--] Month [-----] +2.30%
- [--] Months [-----] +15%
- [--] Year [-----] +29%

### CreatorRank: [-------] [#](/creator/twitter::2717039460/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2717039460/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  37.61% [stocks](/list/stocks)  14.53% [cryptocurrencies](/list/cryptocurrencies)  6.84% [technology brands](/list/technology-brands)  5.13% [countries](/list/countries)  4.27% [social networks](/list/social-networks)  3.42% [financial services](/list/financial-services)  1.71% [travel destinations](/list/travel-destinations)  1.71% [automotive brands](/list/automotive-brands)  0.85% [currencies](/list/currencies)  0.85%

**Social topic influence**
[$rig](/topic/$rig) #9, [to the](/topic/to-the) 7.69%, [what is](/topic/what-is) 5.98%, [business](/topic/business) 4.27%, [debt](/topic/debt) 4.27%, [company](/topic/company) 4.27%, [$btu](/topic/$btu) 4.27%, [breakout](/topic/breakout) #253, [stocks](/topic/stocks) #1510, [cash flow](/topic/cash-flow) 3.42%

**Top accounts mentioned or mentioned by**
[@icbarrett](/creator/undefined) [@contrarian8888](/creator/undefined) [@nickradical4](/creator/undefined) [@hkuppy](/creator/undefined) [@ultradeep3](/creator/undefined) [@edark94](/creator/undefined) [@joshyoung](/creator/undefined) [@bighorncapital](/creator/undefined) [@jeremie0117](/creator/undefined) [@lundeenne](/creator/undefined) [@rwmalonemd](/creator/undefined) [@econ713](/creator/undefined) [@ericnuttall](/creator/undefined) [@cornelialake](/creator/undefined) [@udiamondballs](/creator/undefined) [@jpmorgan](/creator/undefined) [@admagazzu](/creator/undefined) [@stockcharts](/creator/undefined) [@cdriebusch](/creator/undefined) [@ginaheeb](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [Peabody Energy Corporation (BTU)](/topic/$btu) [Huntsman Corporation (HUN)](/topic/$hun) [Ivanhoe Electric Inc. (IE)](/topic/$ie) [PolkaBridge (PBR)](/topic/$pbr) [Matrix AI Network (MAN)](/topic/$man) [Robert Half International Inc (RHI)](/topic/$rhi) [ZipRecruiter, Inc. (ZIP)](/topic/$zip) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [BlackRock Inc (BLK)](/topic/blackrock) [BHP Group Limited (BHP)](/topic/$bhp) [Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Mosaic Co (MOS)](/topic/$mos)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Your example is truly inspiring. Im reminded of the song Audition from La La Land: She told me A bit of madness is key To give us new colors to see Who knows where it will lead us And that's why they need us" So bring on the rebels The ripples from pebbles The painters and poets and plays And here's to the fools who dream Crazy as they may seem Here's to the hearts that break Here's to the mess we make I trace it all back to then Her and the snow and the Seine Smiling through it She said she'd do it again 🙏 Taking no risk is taking certain risk. She was skiing to win. https://t.co/B2Y99wKDaT"  
[X Link](https://x.com/FoamOnTheRunway/status/2022369955430482278)  2026-02-13T17:59Z [----] followers, [----] engagements


"Transocean $RIG "Breakout of [--] year downtrend" $RIG I love this chart. Breakout of the [--] year downtrend. Sentiment for oil-related stocks is still highly negative. Hated sectors with strong fundamentals tend to move hardest once they turn. https://t.co/Q17Yq0pyWD $RIG I love this chart. Breakout of the [--] year downtrend. Sentiment for oil-related stocks is still highly negative. Hated sectors with strong fundamentals tend to move hardest once they turn. https://t.co/Q17Yq0pyWD"  
[X Link](https://x.com/FoamOnTheRunway/status/2022417771947237828)  2026-02-13T21:09Z [----] followers, 21.7K engagements


"Employment situation report: the headline misses the point. * U-6 increased [--] bps YoY to 7.7% * employment-population fell [--] bps YoY to 59.7% That equals roughly 1M jobs lost. There's a reason staffing stocks like $RHI $MAN $ZIP are getting killed"  
[X Link](https://x.com/FoamOnTheRunway/status/1991567963854680493)  2025-11-20T18:02Z [----] followers, [---] engagements


"NGEx Minerals 10%+ $NGEX.to $NGXXF"  
[X Link](https://x.com/FoamOnTheRunway/status/2001335583810158853)  2025-12-17T16:56Z [----] followers, [---] engagements


"Faraday Copper 1%+ $FDY.to $CPPKF"  
[X Link](https://x.com/FoamOnTheRunway/status/2001349243903279299)  2025-12-17T17:50Z [----] followers, [---] engagements


"Ivanhoe Mines 1%+ $IVN.to $IVPAF"  
[X Link](https://x.com/FoamOnTheRunway/status/2001349691599130710)  2025-12-17T17:52Z [----] followers, [---] engagements


"Heads up: Domino's $DPZ is testing resistance Domino's Pizza $DPZ is a cash cow with significant growth potential the business is trading at a nearly 5% free cash flow yield after years of stock consolidation sentiment is horrible and comps are easy. Starter position awaiting technical confirmation to scale up. Domino's Pizza $DPZ is a cash cow with significant growth potential the business is trading at a nearly 5% free cash flow yield after years of stock consolidation sentiment is horrible and comps are easy. Starter position awaiting technical confirmation to scale up"  
[X Link](https://x.com/FoamOnTheRunway/status/2001707011537584557)  2025-12-18T17:31Z [----] followers, [---] engagements


"BlackRock TCP Capital $TCPC is a publicly-traded business development company that provides direct lending to middle-market companies and small businesses. Yesterday after the weekly close they revealed a 19% drop in equity value during the quarter based on an estimated 80% markdown on 4% of portfolio companies. It's a stunning development particularly since all of the marks were 82% to above cost in September (see details below). What does this imply about the rest of the $2B book More importantly what does it imply about the entire $2 trillion asset class Details: Updated NAV min of $7.05"  
[X Link](https://x.com/FoamOnTheRunway/status/2015243323389473085)  2026-01-25T02:00Z [----] followers, [---] engagements


"$BHP ATH $BHP.AX the largest stock on the ASX Just crossed $50 Commodities supercycle baby Hope you got a good wheelbarrow https://t.co/f5cAe3T5k2 $BHP.AX the largest stock on the ASX Just crossed $50 Commodities supercycle baby Hope you got a good wheelbarrow https://t.co/f5cAe3T5k2"  
[X Link](https://x.com/FoamOnTheRunway/status/2016390025890693196)  2026-01-28T05:56Z [----] followers, [---] engagements


"Huntsman $HUN makes chemical formulations that are used in a variety of applications for industrial and building product manufacturers. The business has been in a multi-year cyclical downturn but is generating cash trading at 2/3 of book the guy running the company is the founder's son every dollar on the stock is worth nearly 8x his salary -- and the stock is breaking out. Open gap at $15 resistance $17-20 potential for double. https://twitter.com/i/web/status/2018802335217262977 https://twitter.com/i/web/status/2018802335217262977"  
[X Link](https://x.com/FoamOnTheRunway/status/2018802335217262977)  2026-02-03T21:42Z [----] followers, [----] engagements


"Silver was not available last week at $120. Nor is it available tonight at $70. Isnt price supposed to be the equilibrium between supply and demand What is the market clearing price where silver is actually available"  
[X Link](https://x.com/FoamOnTheRunway/status/2019608734679568671)  2026-02-06T03:06Z [----] followers, [---] engagements


"Not bearish 👇 S&P [---] breadth best in about [--] years GS https://t.co/Vw7eESu27i S&P [---] breadth best in about [--] years GS https://t.co/Vw7eESu27i"  
[X Link](https://x.com/FoamOnTheRunway/status/2020210109570511351)  2026-02-07T18:56Z [----] followers, [---] engagements


"Market yield update: Tesla 0% Nvidia 2% Google 3% T-bills 4% Investment Grade bonds 5% [--] year mortgage 6% High Yield bonds 7% Vale 8% OneMain 10% BDCs 12% Petrobras 14% credit cards 20%"  
[X Link](https://x.com/FoamOnTheRunway/status/2020518737598636370)  2026-02-08T15:23Z [----] followers, [---] engagements


"Transocean $RIG Im cuffing downside of $4 and upside $15+. The stock is $5. Last call Transocean $RIG all-stock acquisition of Valaris is a deleveraging transaction that adds scale diversification and pricing power. $5 has been a key level for years and that is now probably the floor. Im scaling up. Transocean $RIG all-stock acquisition of Valaris is a deleveraging transaction that adds scale diversification and pricing power. $5 has been a key level for years and that is now probably the floor. Im scaling up"  
[X Link](https://x.com/FoamOnTheRunway/status/2021248004276019679)  2026-02-10T15:40Z [----] followers, [----] engagements


"Transocean $RIG [---] '31 up [--] points to [---] 👇 The rest is noise. $RIG's 7.50% Apr-2031 (junior) bonds have gone up from [--] yesterday to [---] today - the deleveraging part of the merger thesis seems to be working out so far. The equity is down today but doubt we'll come close to yesterday's 180m volume = 6x the average🤷♂ https://t.co/t6k9feXsai $RIG's 7.50% Apr-2031 (junior) bonds have gone up from [--] yesterday to [---] today - the deleveraging part of the merger thesis seems to be working out so far. The equity is down today but doubt we'll come close to yesterday's 180m volume = 6x the"  
[X Link](https://x.com/FoamOnTheRunway/status/2021260560503890224)  2026-02-10T16:30Z [----] followers, [----] engagements


"Mosaic $MOS open gap $31-3 resistance $35 and a lot of blue sky above that. Mosaic $MOS starter position https://t.co/k1obvkEeLS Mosaic $MOS starter position https://t.co/k1obvkEeLS"  
[X Link](https://x.com/FoamOnTheRunway/status/2021266133202903338)  2026-02-10T16:52Z [----] followers, [---] engagements


"Kobeissi thinks "the short US bond trade is very crowded" based on the evidence that TLT short interest is up to 150M shares. To put this in perspective the value of the short equals $15B or 0.039% of total federal debt outstanding. It rounds to zero. The short US bond trade is very crowded: Short interest in the popular Treasury bond-tracking ETF $TLT is up to a record [-----] million shares. This is [--] TIMES above levels seen in March [----] which stood at [--] million shares. Short interest has TRIPLED since [----] despite https://t.co/wmLySuY8IY The short US bond trade is very crowded: Short"  
[X Link](https://x.com/FoamOnTheRunway/status/2021286577469903071)  2026-02-10T18:14Z [----] followers, [---] engagements


"@jeremie0117 The bull case on Huntsman Huntsman $HUN makes chemical formulations that are used in a variety of applications for industrial and building product manufacturers. The business has been in a multi-year cyclical downturn but is generating cash trading at 2/3 of book the guy running the company is the https://t.co/hNGKFGF7FN Huntsman $HUN makes chemical formulations that are used in a variety of applications for industrial and building product manufacturers. The business has been in a multi-year cyclical downturn but is generating cash trading at 2/3 of book the guy running the"  
[X Link](https://x.com/FoamOnTheRunway/status/2021375217122279618)  2026-02-11T00:06Z [----] followers, [----] engagements


"@UDiamondBalls I own these and Nutrien as part of a basket to supplement a core position in Millennial Potash $MLP.v 🚀"  
[X Link](https://x.com/FoamOnTheRunway/status/2021400024576557516)  2026-02-11T01:44Z [----] followers, [---] engagements


"JP Morgan comes clean. There is no housing shortage and there hasnt been for a long time. In fact there is now excess supply that will only grow further. J.P.Morgan: The U.S. housing "shortage" is exaggerated "the size of the housing shortage in the U.S. has been overemphasized with J.P.Morgan Global Research putting the figure at around [---] million homes significantly below other market estimates" - John Sim at @jpmorgan https://t.co/fomwsCdwD8 J.P.Morgan: The U.S. housing "shortage" is exaggerated "the size of the housing shortage in the U.S. has been overemphasized with J.P.Morgan Global"  
[X Link](https://x.com/FoamOnTheRunway/status/2021458837807694012)  2026-02-11T05:38Z [----] followers, [---] engagements


"Employment situation summary: sh*tshow * Full-time: +1% since [----] * Native born: unchanged since 2019"  
[X Link](https://x.com/FoamOnTheRunway/status/2021625766317019189)  2026-02-11T16:41Z [----] followers, [---] engagements


"The Lundin family owns equity stakes worth C$14B in a group of commodity companies collectively worth over C$55B. Family portfolio by mkt cap (E): Lundin Gold $LUG 51% Lundin Mining $LUN 23% NGEx $NGEX 13% Intl Petroleum $IPCO 5% Montage $MAU 3% Fireweed $FWZ 1% Highlander $HSLV 1% ShaMaran Petroleum 1% This helps inform the discussion in the podcast below which I highly recommend. The Lundin name carries weight for a reason. They build where others wont write the cheques others can't and stay the course when others would run. Its a family philosophy ingrained in three generations now: big"  
[X Link](https://x.com/FoamOnTheRunway/status/1989153688146047442)  2025-11-14T02:09Z [----] followers, 27.9K engagements


"Ivanhoe Electric $IE last call"  
[X Link](https://x.com/FoamOnTheRunway/status/2008212608244146388)  2026-01-05T16:22Z [----] followers, [---] engagements


"Hello platinum 🚀 $SBSW $IVN.to $PGE.v If you like $Silver you should really really like $Platinum. https://t.co/xhxN69cs9H If you like $Silver you should really really like $Platinum. https://t.co/xhxN69cs9H"  
[X Link](https://x.com/FoamOnTheRunway/status/2016328842110218708)  2026-01-28T01:53Z [----] followers, [---] engagements


"Transocean $RIG all-stock acquisition of Valaris is a deleveraging transaction that adds scale diversification and pricing power. $5 has been a key level for years and that is now probably the floor. Im scaling up"  
[X Link](https://x.com/FoamOnTheRunway/status/2020881856313643130)  2026-02-09T15:25Z [----] followers, [----] engagements


"CF Industries $CF starter position as part of a fertilizer basket. Multi-year consolidation looks a lot of $XLE before that breakout"  
[X Link](https://x.com/FoamOnTheRunway/status/2021267338352365568)  2026-02-10T16:57Z [----] followers, [---] engagements


"A gift from Ole at Pareto $RIG @admagazzu Some no name Pareto analyst Ole Rolland. At least Ive never heard the name. Have you https://t.co/xUgjI5Eoue @admagazzu Some no name Pareto analyst Ole Rolland. At least Ive never heard the name. Have you https://t.co/xUgjI5Eoue"  
[X Link](https://x.com/FoamOnTheRunway/status/2021280162772308295)  2026-02-10T17:48Z [----] followers, [----] engagements


"What is necessary will be incredibly painful The Churchill War Room Museum in London is a stark reminder of the immeasurable sacrifice the British people paid to preserve freedom. History calls again. The world needs you. I am today launching Restore Britain as a national political party. Join us. https://t.co/RMtEuHopgV https://t.co/jQMAOjQJ5A I am today launching Restore Britain as a national political party. Join us. https://t.co/RMtEuHopgV https://t.co/jQMAOjQJ5A"  
[X Link](https://x.com/FoamOnTheRunway/status/2022505356950442027)  2026-02-14T02:57Z [----] followers, [---] engagements


"Deploying some cash into the bloodbath as VIX curve approaches inverted and TSX Venture hits support. $ANDC.v $FWZ.v $HL $IVN.to $RIG $SBSW $TII Weekend update: Only 3/21 PA positions are at or below [--] DMA Reduced all large positions and went half cash on increasing risk that positions test [--] DMA support Lundin Gold $LUG.to is oversold below [--] DMA and at volume support https://t.co/rO4CqbyMhY Weekend update: Only 3/21 PA positions are at or below [--] DMA Reduced all large positions and went half cash on increasing risk that positions test [--] DMA support Lundin Gold $LUG.to is oversold below"  
[X Link](https://x.com/FoamOnTheRunway/status/2019462372436414474)  2026-02-05T17:25Z [----] followers, [----] engagements


"Thoughts & prayers for Ole $RIG A gift from Ole at Pareto $RIG https://t.co/TjdzYvsF3p A gift from Ole at Pareto $RIG https://t.co/TjdzYvsF3p"  
[X Link](https://x.com/FoamOnTheRunway/status/2021688010132365714)  2026-02-11T20:49Z [----] followers, [----] engagements


"@ICBarrett Im grateful for that because it took me about five seconds to make it my biggest position. 🙏"  
[X Link](https://x.com/FoamOnTheRunway/status/2021689620522840159)  2026-02-11T20:55Z [----] followers, [---] engagements


"Blue skies for oil services $OIH fresh highs back to late [----] back above a major congestion zone. Energy service stocks are surging. @stockcharts https://t.co/YA5br9vtxF $OIH fresh highs back to late [----] back above a major congestion zone. Energy service stocks are surging. @stockcharts https://t.co/YA5br9vtxF"  
[X Link](https://x.com/FoamOnTheRunway/status/2022719264374034553)  2026-02-14T17:07Z [----] followers, [----] engagements


"Stanford throwing shade This is rich coming from the place that brought you anonymous student bias reports the Virality Project prepared remarks for Judge Duncan from a dean the president's resignation over concerns about research "integrity" student suicide crisis etc. In the context of the national discourse Stanford unequivocally condemns calls for the genocide of Jews or any peoples. That statement would clearly violate Stanfords Fundamental Standard the code of conduct for all students at the university. In the context of the national discourse Stanford unequivocally condemns calls for"  
[X Link](https://x.com/FoamOnTheRunway/status/1733183295264030829)  2023-12-08T17:54Z [----] followers, 24.6K engagements


"Transocean is retesting the breakout from last January. Since then the backlog has increased 28% to $9.4B and the [----] '25 are up [--] points to $99. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1754540527868154029)  2024-02-05T16:20Z [----] followers, 13K engagements


"Transocean is valued at about $300M per rig. To put that in perspective thats about 10% less than they recently borrowed against the value of the Aquila. $RIG https://www.deepwater.com/news/detailID=28091 https://www.deepwater.com/news/detailID=28091"  
[X Link](https://x.com/FoamOnTheRunway/status/1755676656453419062)  2024-02-08T19:35Z [----] followers, 16.6K engagements


"Inflation comes in hot. Oil is up. And energy stocks get wrecked. Can someone please explain this to me like I'm five"  
[X Link](https://x.com/FoamOnTheRunway/status/1757426125935124730)  2024-02-13T15:26Z [----] followers, 74.2K engagements


"Transocean book value per share is approximately $11.44 per share pro forma for converts. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1758899355015356498)  2024-02-17T17:00Z [----] followers, 12.6K engagements


"Petrobrahs. The stock is now trading at a material P/E discount to PetroTal Ecopetrol and CNOOC among others. But is generates the highest return on equity of any major oil company in the world. $PBR"  
[X Link](https://x.com/FoamOnTheRunway/status/1767191200510157195)  2024-03-11T14:09Z [----] followers, 36.9K engagements


"Transocean is now borrowing on an unsecured basis at the same level they borrowed on a secured basis a short time ago. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1778417415610876208)  2024-04-11T13:38Z [----] followers, 29.7K engagements


"Transocean is financing 15% of the enterprise value on an unsecured basis in a day. Thats no joke. $RIG $RIG $HYG RIG's Unsecured offering Upsized to $1.8B from $1.5B. 5yr at 8.25% and 7yr at 8.5% ($900mm each). Unsecured market now open to RIG after relying on secured in [----]. New $1.8B said to pay down [----] and [----] maturities. Likely leaves $700mm of addt'l cash. Flexibility. $RIG $HYG RIG's Unsecured offering Upsized to $1.8B from $1.5B. 5yr at 8.25% and 7yr at 8.5% ($900mm each). Unsecured market now open to RIG after relying on secured in [----]. New $1.8B said to pay down [----] and 2027"  
[X Link](https://x.com/FoamOnTheRunway/status/1778541385630810348)  2024-04-11T21:51Z [----] followers, [----] engagements


"Namibia may need more than [--] rigs 🔽 $RIG Some have touted it as potentially the worlds biggest ever deep-water find. If even a fraction of that amount is profitable to exploit it would quickly swamp the $13 billion Namibian economy. #oott #namibia #offshore #Oil $tte $shell https://t.co/EisQvsqL9B Some have touted it as potentially the worlds biggest ever deep-water find. If even a fraction of that amount is profitable to exploit it would quickly swamp the $13 billion Namibian economy. #oott #namibia #offshore #Oil $tte $shell https://t.co/EisQvsqL9B"  
[X Link](https://x.com/FoamOnTheRunway/status/1780981919292981544)  2024-04-18T15:29Z [----] followers, [----] engagements


"Barclays on $RIG Fleet Status Report: "light" "We. believe 6-8 multi-year contracts (industrywide) will be awarded/announced by mid-year which should assuage concerns that the relative contracting lull seen across the group since September is anything more than temporary.""  
[X Link](https://x.com/FoamOnTheRunway/status/1780987516767944767)  2024-04-18T15:51Z [----] followers, [----] engagements


"Apple is returning over 3% of the market cap to shareholders this year. Petrobras is returning over 6% of the market cap to shareholders this QUARTER. $AAPL $PBR $PBR.A"  
[X Link](https://x.com/FoamOnTheRunway/status/1788372314280898724)  2024-05-09T00:56Z [----] followers, [----] engagements


"As elected representatives of the Stanford faculty we strongly condemn his behavior the resolution states. Source: Faculty Senate condemns COVID-19 actions of Hoovers Scott Atlas Stanford Report 11/20/20"  
[X Link](https://x.com/FoamOnTheRunway/status/1790562476054175933)  2024-05-15T01:58Z [----] followers, 11.7K engagements


"Mohn bought another 2M shares at $6 this week. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1791814475424866454)  2024-05-18T12:53Z [----] followers, 36.8K engagements


"@ICBarrett @lundeen_ne Thanks for tagging me. Agree good & provocative thread. Looks like the model assumes no additional rigs and implies nearly $1 of free cash flow per share in [----] and 37% FCF/sh CAGR from 2026-30. What is that worth"  
[X Link](https://x.com/FoamOnTheRunway/status/1792608576193835183)  2024-05-20T17:29Z [----] followers, [----] engagements


"St Frederik has now bought more shares this year than any other. $RIG Whats happening here $RIG https://t.co/2Mf07ZTzPb Whats happening here $RIG https://t.co/2Mf07ZTzPb"  
[X Link](https://x.com/FoamOnTheRunway/status/1820469840194474415)  2024-08-05T14:40Z [----] followers, [----] engagements


"Alphamin Resources estimated EPS sensitivity to volume and tin price in USD. The current stock price is US$0.74. $AFM.v $AFMJF"  
[X Link](https://x.com/anyuser/status/1821952846130024498)  2024-08-09T16:53Z [----] followers, [----] engagements


"Transocean is among the most compelling risk-reward setups in the market. But technicals suck so bad that there appears to be increased risk that $5 support breaks and it hits my floor estimate of $4 before it moonshots to $20+. Oil green offshore down. Unreal. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1826647824593027101)  2024-08-22T15:49Z [----] followers, [----] engagements


"Oil has $103 downside to my target of -$37 #EFT #OOTT"  
[X Link](https://x.com/FoamOnTheRunway/status/1833539152320860376)  2024-09-10T16:12Z [----] followers, [----] engagements


"I am giving serious consideration just changed to I am working on taking Fannie and Freddie public. Preferred stock is still a $15B potential profit pool. Its the biggest trade in special situations by far. Everyone has to buy it. $FNMA $FNMAS $FMCC $FMCKJ"  
[X Link](https://x.com/FoamOnTheRunway/status/1927515478122963329)  2025-05-28T00:01Z [----] followers, [----] engagements


"Denison Mines $DNN Today was the second biggest volume day in its history. In fact the total value traded today was nearly a quarter of the market cap"  
[X Link](https://x.com/FoamOnTheRunway/status/1927878366738223269)  2025-05-29T00:03Z [----] followers, 11.9K engagements


"Archer-Daniel-Midlands $ADM Tell me why I shouldn't do this"  
[X Link](https://x.com/FoamOnTheRunway/status/1933929369669689511)  2025-06-14T16:47Z [----] followers, 11.2K engagements


"The biggest IPO ever would be a market event. FOMO day [--]. Everyone must own this. $FNMA $FNMAS $FMCC $FMCKJ The biggest IPO ever* might happen THIS YEAR An incredible scoop by my colleagues @cdriebusch @ginaheeb @AAndriotis https://t.co/M0sRPcyu9O The biggest IPO ever* might happen THIS YEAR An incredible scoop by my colleagues @cdriebusch @ginaheeb @AAndriotis https://t.co/M0sRPcyu9O"  
[X Link](https://x.com/FoamOnTheRunway/status/1953888202554855763)  2025-08-08T18:37Z [----] followers, [----] engagements


"The Great American Mortgage Corporation NYSE November [----] $FNMA $FNMAS $FMCC $FMCKJ The biggest IPO ever would be a market event. FOMO day [--]. Everyone must own this. $FNMA $FNMAS $FMCC $FMCKJ The biggest IPO ever would be a market event. FOMO day [--]. Everyone must own this. $FNMA $FNMAS $FMCC $FMCKJ"  
[X Link](https://x.com/FoamOnTheRunway/status/1954293453531320326)  2025-08-09T21:27Z [----] followers, [----] engagements


"Bond & cash markets combined are 16x larger than precious metals. Big crowd small door"  
[X Link](https://x.com/FoamOnTheRunway/status/1962925335114285547)  2025-09-02T17:07Z [----] followers, [----] engagements


"@ItsMyst88 Thanks very much great info. Looks like Franco Nevada paid a similar amount"  
[X Link](https://x.com/FoamOnTheRunway/status/1982926352924995850)  2025-10-27T21:44Z [----] followers, [---] engagements


"This may be the last call @FoamOnTheRunway $MLP.v A little more color re the technicals: Hammer washout at the .50 Fib retracement + [--] RSI floor held. Weekly RSI now back to [--] (a key floor in bullish uptrends). We have a long runway of upside now before the readings get too stretched again. https://t.co/GKr5o9XfpT @FoamOnTheRunway $MLP.v A little more color re the technicals: Hammer washout at the .50 Fib retracement + [--] RSI floor held. Weekly RSI now back to [--] (a key floor in bullish uptrends). We have a long runway of upside now before the readings get too stretched again."  
[X Link](https://x.com/FoamOnTheRunway/status/1984284930852204694)  2025-10-31T15:42Z [----] followers, [----] engagements


"Ivanhoe Electric 5%+ $IE"  
[X Link](https://x.com/FoamOnTheRunway/status/2001336373627023595)  2025-12-17T16:59Z [----] followers, [---] engagements


"Lundin Gold 1%+ $LUG.to $LUGDF"  
[X Link](https://x.com/FoamOnTheRunway/status/2001350655110508658)  2025-12-17T17:55Z [----] followers, [---] engagements


"Marimaca Copper 1%+ $MARI.to $MARIF"  
[X Link](https://x.com/FoamOnTheRunway/status/2001351408927510648)  2025-12-17T17:58Z [----] followers, [---] engagements


"Transocean announced a $184M 380-day contract for Equinox which was acquired in the Songa acquistion in [----]. Songa paid $685M for it in [----] and $RIG paid $500M for the Norge in [----]. I estimate Equinox acquisition cost of $450M and book value below $400M now. BVPS $14.18 🚀"  
[X Link](https://x.com/FoamOnTheRunway/status/1674566780956860416)  2023-06-29T23:53Z [----] followers, [----] engagements


"Transocean. I'm calling it. It's go time. $RIG Transocean valuation in historical perspective. The enterprise value equals a 36% discount to asset value which is [---] standard deviations cheap to the mean premium of 4% since [----]. Reversion to the mean implies roughly $18 per share. $RIG https://t.co/AHenl5uj7q Transocean valuation in historical perspective. The enterprise value equals a 36% discount to asset value which is [---] standard deviations cheap to the mean premium of 4% since [----]. Reversion to the mean implies roughly $18 per share. $RIG https://t.co/AHenl5uj7q"  
[X Link](https://x.com/FoamOnTheRunway/status/1731052259851784675)  2023-12-02T20:46Z [----] followers, 70K engagements


"BANKS: High interest rates impair asset values and drain cash deposits. The only solution is lower interest rates. Plan accordingly. $VUSXX $PHYS $PSLV $ZROZ"  
[X Link](https://x.com/FoamOnTheRunway/status/1637092418339373056)  2023-03-18T14:03Z [----] followers, [---] engagements


"Whats your best rate sensitive idea Ill start: Rocket $RKT Global long-term yields are falling (red). That's not a sign debt sustainability worries are fading. Instead it's about markets pricing more rate cuts (blue) which is dragging down long-end yields. Recession is never good for debt sustainability. It won't be this time either. https://t.co/NvUXduwbGG Global long-term yields are falling (red). That's not a sign debt sustainability worries are fading. Instead it's about markets pricing more rate cuts (blue) which is dragging down long-end yields. Recession is never good for debt"  
[X Link](https://x.com/FoamOnTheRunway/status/1982284177966854182)  2025-10-26T03:12Z [----] followers, [----] engagements


"@RWMaloneMD Conclusion appears similar to that estimated by mathematician @WesPegden see article below for more info https://www.wired.com/story/the-cdc-owes-parents-better-messaging-on-the-vaccine-for-kids/ https://www.wired.com/story/the-cdc-owes-parents-better-messaging-on-the-vaccine-for-kids/"  
[X Link](https://x.com/FoamOnTheRunway/status/1416431839346974721)  2021-07-17T16:17Z [----] followers, [---] engagements


"@RWMaloneMD Per the article: This equates to an average of [---] deaths occurring every month due to the Covid-19 vaccines in Scotland alone. Outnumbering the average number of people who have died of Covid-19 in Scotland by [---] per month"  
[X Link](https://x.com/FoamOnTheRunway/status/1417831716803121153)  2021-07-21T12:59Z [----] followers, [--] engagements


"@TheEconomist This Tweet helps explain why I cancelled my several decade subscription to your newspaper. Identity politics and tribalism may be good for sales but are terrible for the health of society"  
[X Link](https://x.com/FoamOnTheRunway/status/1436564991004471299)  2021-09-11T05:39Z [----] followers, [--] engagements


"The Fed can't print oil natural gas coal uranium copper cobalt nickel tin ships containers -- or food. #commodities #fintwit @Convertbond @RaoulGMI @HFI_Research @hkuppy @JKempEnergy @chigrl @acosgrove003"  
[X Link](https://x.com/FoamOnTheRunway/status/1440385453308350470)  2021-09-21T18:40Z [----] followers, [--] engagements


"@dockaurG You are a singular trusted voice Dr Kaur. Thank you for bringing attention to the plight of Canada and now Australia. I pray for a good people and freedom everywhere. Below is a thread of videos that might help people understand what is happening there. We are all #Australia We are all #Australia 1/ We are all #Australia 1/"  
[X Link](https://x.com/FoamOnTheRunway/status/1441618978216968200)  2021-09-25T04:22Z [----] followers, [--] engagements


"@akheriaty You inspire through your actions and words Dr Kheriaty. Im just a concerned parent with a lot of skin in this game and I am in disbelief. Pfizer the government Big Tech mainstream media teachers unions the FDA vaccine advisory committee members and many more colluded to enroll [--] million 5-11 year olds in a phase [--] clinical trial. Everyone is fully indemnified except the children. #AgencyProblem Pfizer the government Big Tech mainstream media teachers unions the FDA vaccine advisory committee members and many more colluded to enroll [--] million 5-11 year olds in a phase [--] clinical"  
[X Link](https://x.com/FoamOnTheRunway/status/1453189070322999304)  2021-10-27T02:37Z [----] followers, [--] engagements


"@bobscartoons Not all heroes wear capes. Your picture will go around the world"  
[X Link](https://x.com/FoamOnTheRunway/status/1453832007247491076)  2021-10-28T21:12Z [----] followers, [--] engagements


"@AJKayWriter This breaks my heart. But alas your child is not alone. She has a wonderful mother which is the greatest gift in the world"  
[X Link](https://x.com/FoamOnTheRunway/status/1455208750457909251)  2021-11-01T16:22Z [----] followers, [--] engagements


"@NeBirgitta @PharmShelley At least one child dead from the vax and no child has died from the virus in Germany. Per study "case fatality could not be calculated due to an absence of cases." Healthy children should NOT be vaccinated it makes no sense. Why is it still https://www.medrxiv.org/content/10.1101/2021.11.30.21267048v1 https://www.medrxiv.org/content/10.1101/2021.11.30.21267048v1"  
[X Link](https://x.com/FoamOnTheRunway/status/1469348667878346755)  2021-12-10T16:49Z [----] followers, [--] engagements


"Second insurance company experiencing big mortality jump. OneAmerica cited 40% increase in mortality consistent with data from @COVIDData3. Now this. A massive trauma is unfolding evidenced by excess mortality higher disability lower births etc. This is the big story. @hkuppy Evidently Primerica's life insurance payouts tripled in [----] as well. https://t.co/YsB2MWezBa Evidently Primerica's life insurance payouts tripled in [----] as well. https://t.co/YsB2MWezBa"  
[X Link](https://x.com/FoamOnTheRunway/status/1478485475128008705)  2022-01-04T21:56Z [----] followers, [---] engagements


"Union Pacific rail may avoid LA It provides a critical link in the global supply chain by linking [--] states in the western two-thirds of the country by rail The economic consequences would be devastating. #WakeUp @MayorOfLA @LACountyBOS @GavinNewsom @PeteButtigieg @POTUS Union Pacific is weighing changes including avoiding Los Angeles as theft of rail freight rises https://t.co/L9uVawiOVk Union Pacific is weighing changes including avoiding Los Angeles as theft of rail freight rises https://t.co/L9uVawiOVk"  
[X Link](https://x.com/FoamOnTheRunway/status/1483251957733101568)  2022-01-18T01:36Z [----] followers, [--] engagements


"Trust is dust. Why C19 LAC+USC hospital example. This video shows chief medical officer Brad Spellberg and infectious disease expert Paul Holtom in a town hall briefing. The quotes below regarding current C19 severity speak for themselves. 1/3 Here is a cleaner capture of key [---] minutes from the LAC+USC town hall briefing on July [--]. Brad Spellberg: "A lot of people have bad colds is what we're seeing." Paul Holtom: "As of this morning we have no one in the hospital who had pulmonary disease due to COVID." https://t.co/GeqOrlTLQS Here is a cleaner capture of key [---] minutes from the LAC+USC"  
[X Link](https://x.com/FoamOnTheRunway/status/1549138672552779776)  2022-07-18T21:06Z [----] followers, [---] engagements


"Then Health Services lost its marbles: ".we would like to be very clear: the COVID-19 pandemic remains a very serious public health threat." So it's a "cold" in private but a "very serious public health threat" in public Trust is dust. 3/3 https://x.com/LACUSCMedCenter/status/1549131897879506944s=20&t=in93Nwpa9742x-bcgu8VbQ Statement on behalf of LA Countys USC Medical Center on state of current COVID-19 Hospitalizations. https://t.co/RpSG6ddZuw https://x.com/LACUSCMedCenter/status/1549131897879506944s=20&t=in93Nwpa9742x-bcgu8VbQ Statement on behalf of LA Countys USC Medical Center on state"  
[X Link](https://x.com/FoamOnTheRunway/status/1549142265628528640)  2022-07-18T21:21Z [----] followers, [--] engagements


"@Jusrangers Barbara Ferrer is the Home School Sales Person of the Year Enrollment at LAUSD-run schools is down 10% since 2019-20. Parents are voting with their feet and she could care less because it's a gravy train for her and her friends. https://x.com/LAUSDSup/status/1551359605178920960s=20&t=D89NI9THb4skt-BZ3gHHNg Enrollment decline: LAUSD's Carvalho says families leaving the state or choosing to home-school. Story via @edsource. https://t.co/O2mGY1Cx8K https://x.com/LAUSDSup/status/1551359605178920960s=20&t=D89NI9THb4skt-BZ3gHHNg Enrollment decline: LAUSD's Carvalho says families leaving"  
[X Link](https://x.com/FoamOnTheRunway/status/1553053230673760258)  2022-07-29T16:21Z [----] followers, [--] engagements


"@VPrasadMDMPH @hamill_law Pfizer is happy to take the money even if the products are garbage. And it even outsourced sales & marketing to government tech and media"  
[X Link](https://x.com/FoamOnTheRunway/status/1553463084160655361)  2022-07-30T19:30Z [----] followers, [--] engagements


"$RIG tangible common book value per share is $15.66. The stock price is $3.59. The USA is an oil buyer at $72. Thats it thats the Tweet. @Ultradeep3 @contrarian8888 @NICKRADICAL4 @Edark94 @contrarian8888 @joshyoung @econ_713 @ericnuttall https://www.whitehouse.gov/briefing-room/statements-releases/2022/10/18/fact-sheet-president-biden-to-announce-new-actions-to-strengthen-u-s-energy-security-encourage-production-and-bring-down-costs/"  
[X Link](https://x.com/FoamOnTheRunway/status/1583825847068213248)  2022-10-22T14:21Z [----] followers, [---] engagements


"Its worth time stamping this for the files👇 $RIG #charlatans"  
[X Link](https://x.com/FoamOnTheRunway/status/1583943832382472193)  2022-10-22T22:10Z [----] followers, [--] engagements


"Transocean has $5B of High Yield bond index eligible debt. This equals [--] bps of the HY market and 3% of the HY energy index. However Transocean bonds account for 6% of HY energy spread. If you want HY energy-related credit exposure you need Transocean. Got $RIG @NICKRADICAL4 @bighorn_capital @Ultradeep3 @contrarian8888 @Edark94 @joshyoung @econ_713 @ericnuttall Transocean is still one of the few large high-yield energy credits trading at a substantial discount to par. The US government oil bid at $72 puts tremendous pressure on accounts to be marketweight if not overweight. Short answer I"  
[X Link](https://x.com/FoamOnTheRunway/status/1584572675422269440)  2022-10-24T15:49Z [----] followers, [--] engagements


"@bighorn_capital @contrarian8888 @NICKRADICAL4 It takes time for a rising tide to lift a heavier boat. Liquidity is step one. Deleveraging is step two. Shareholder returns is step three"  
[X Link](https://x.com/FoamOnTheRunway/status/1585000575963648000)  2022-10-25T20:09Z [----] followers, [--] engagements


"$RIG [----] [--] vs $BTU [-----] [--] indexed to [---] four years ago"  
[X Link](https://x.com/FoamOnTheRunway/status/1586723402202505216)  2022-10-30T14:15Z [----] followers, [--] engagements


"$BTU The market cap fell nearly $600M or 15% once management started talking about the growth strategy on the call today. Why is the company pursuing a strategy the market believes destroys value Does the board care What is its fiduciary responsibility"  
[X Link](https://x.com/FoamOnTheRunway/status/1588349191184449537)  2022-11-04T01:55Z [----] followers, [--] engagements


"Peabody's presentation cites "organic" growth and imminent shareholder returns. Management is doing its part the rest is up to the market. What would you pay for over $2B of run-rate free cash flow The market says $3B. Every $1B change in value equals $7 on a $27 stock. $BTU"  
[X Link](https://x.com/FoamOnTheRunway/status/1593255648157802498)  2022-11-17T14:52Z [----] followers, [--] engagements


"$RIG color from a sell-side HY desk: Most accounts were cautiously optimistic on RIG at this point a dramatic improvement in sentiment versus [----] and acknowledge that its one of the last remaining structures offering significant yield in Energy. Sounds familiar👇 Transocean has $5B of High Yield bond index eligible debt. This equals [--] bps of the HY market and 3% of the HY energy index. However Transocean bonds account for 6% of HY energy spread. If you want HY energy-related credit exposure you need Transocean. Got $RIG Transocean has $5B of High Yield bond index eligible debt. This equals"  
[X Link](https://x.com/FoamOnTheRunway/status/1615365832212873216)  2023-01-17T15:10Z [----] followers, [----] engagements


"$RIG liquidity ✅ $1.2B deal today to refi and extend maturities. Next up: deleveraging. @bighorn_capital @contrarian8888 @NICKRADICAL4 It takes time for a rising tide to lift a heavier boat. Liquidity is step one. Deleveraging is step two. Shareholder returns is step three. @bighorn_capital @contrarian8888 @NICKRADICAL4 It takes time for a rising tide to lift a heavier boat. Liquidity is step one. Deleveraging is step two. Shareholder returns is step three"  
[X Link](https://x.com/FoamOnTheRunway/status/1615368331770605568)  2023-01-17T15:19Z [----] followers, 22.1K engagements


"$RIG The game just changed. H/t #Charlatans you know who you are 🙏 https://investor.deepwater.com/news-releases/news-release-details/transocean-ltd-announces-proposed-private-offering-1175-billion https://investor.deepwater.com/news-releases/news-release-details/transocean-ltd-announces-proposed-private-offering-1175-billion"  
[X Link](https://x.com/FoamOnTheRunway/status/1615416205514530816)  2023-01-17T18:30Z [----] followers, 10.6K engagements


"Peabody $BTU is trading like a natural gas stock and short interest is at the highs. Meanwhile Aussie met coal is rallying and represents half the business. A special dividend might help clarify things for the markets. @peabodyenergy"  
[X Link](https://x.com/FoamOnTheRunway/status/1618301354040229890)  2023-01-25T17:34Z [----] followers, 21.1K engagements


"Transocean breakout compared to Peabody breakout in [----]. $BTU was 100% above [---] DMA before retesting breakout support was a double within [--] months and MACD was really extended. There are some parallels but $RIG appears to be acting differently at this point. @Edark94"  
[X Link](https://x.com/FoamOnTheRunway/status/1624471523485712389)  2023-02-11T18:12Z [----] followers, 12.9K engagements


"$RIG: "As an industry it is clear that we have finally emerged from eight exceptionally challenging years and are now in the early stages of what we believe will be a multi-year upcycle." The rest is noise"  
[X Link](https://x.com/FoamOnTheRunway/status/1628166757251956736)  2023-02-21T22:56Z [----] followers, 14.1K engagements


"A critical domino just fell. Stanford dropped the vaccine mandate. Heartfelt thanks to @elonmusk for creating a platform where dissent is possible and leadership on this issue from @NCM4Ever. I am eternally grateful to the many brave people who spoke truth to power. 🙏"  
[X Link](https://x.com/FoamOnTheRunway/status/1643799655187374081)  2023-04-06T02:15Z [----] followers, [----] engagements


"@michaelpsenger Nine deaths in three years with "only COVID-19" on the death certificate out of [----] total recorded deaths. That is to say only C19 was 0.32% of total deaths in the hospital over the period. Zero deaths with only C19 on the death certificate for under [--] age cohort"  
[X Link](https://x.com/FoamOnTheRunway/status/1660672758442000384)  2023-05-22T15:43Z [----] followers, [----] engagements


"Transocean stock is trading at less than half of book; Mohn bought a ton more the last couple years; short interest is 20% of float; and the stock is breaking out on heavy volume. I can't take it. I just bought more. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1674820133792137219)  2023-06-30T16:40Z [----] followers, 18.4K engagements


"Piper: Offshore keeps getting better we believe ultra-deepwater leading edge rates can move from $500K to $650K - $800K $RIG sensitivity to every $100k change in dayrates: $936M/yr or $1.22 per share assuming [--] UDW rigs x $100k/day x [---] days x 95% utilization rate"  
[X Link](https://x.com/FoamOnTheRunway/status/1675644749477232646)  2023-07-02T23:16Z [----] followers, 34.1K engagements


"$RIG in perspective Its had a great run but you can barely even see that on the long term chart. Im assuming $4 downside risk. $15-20 base case and $40 upside risk"  
[X Link](https://x.com/FoamOnTheRunway/status/1678545045572538372)  2023-07-10T23:21Z [----] followers, 48.3K engagements


"30 year enterprise value chart for Transocean 38% retracement is $24B or $23 per share given current balance sheet and share count 50% retracement is $31B or $32 per share given current balance sheet and share count $6B of net debt equals $8 per share $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1678771535782502400)  2023-07-11T14:21Z [----] followers, 15.8K engagements


"Morning HY comment from Baird TRANSOCEAN $RIG: Bonds at the highs across the board. We have been long time fans. Congrats to those who weathered the troubled times along with us. cc: @joshyoung"  
[X Link](https://x.com/FoamOnTheRunway/status/1683821363558256641)  2023-07-25T12:47Z [----] followers, [----] engagements


"@CorneliaLake Every $100k change in average dayrates is worth an estimated $1.42 in EPS for Transocean Consensus EPS is $0.44 next year $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1684957912437850112)  2023-07-28T16:04Z [----] followers, [----] engagements


"What is the replacement cost for Transocean's assets The company owns a fleet of 37mobile offshore drilling rigs. Book value of PP&E is $17B or $450M/rig. The stock price implies $10B or $270M/rig. Hint: Atlas and Titan both cost $1B+. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1686188855194681344)  2023-08-01T01:35Z [----] followers, 10.5K engagements


"Transocean has some volume to work through. Patience oh mighty grasshopper. Blue skies above $16. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1686439458181361666)  2023-08-01T18:11Z [----] followers, [----] engagements


"Transocean valuation in historical perspective. The enterprise value equals a 36% discount to asset value which is [---] standard deviations cheap to the mean premium of 4% since [----]. Reversion to the mean implies roughly $18 per share. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1697381767148372372)  2023-08-31T22:52Z [----] followers, 98.2K engagements


"$RIG Aquila Transocean is financing the transaction with 11.9M shares (previously disclosed) and now $300M [--] year senior secured bond at high 8s price talk. All-in cost of $400m is half of historical all-in build cost per company. It is also worth $0.40/share. Now we know"  
[X Link](https://x.com/FoamOnTheRunway/status/1706680657202856297)  2023-09-26T14:42Z [----] followers, [----] engagements


"BTIG offshore oil services outlook Despite the Recent Weakness in Oil the Oil Price Backdrop Points to Another Year of Increased Offshore Activity. Top pick: $RIG we like a good deleveraging story $5 price target. Just kidding BTIG thinks Santas coming $12 target"  
[X Link](https://x.com/FoamOnTheRunway/status/1733133413002199183)  2023-12-08T14:36Z [----] followers, 13.4K engagements


"Transocean is valued at a roughly 44% discount to the book value of assets. The industry cycles are long and it has turned. $RIG Transocean valuation in historical perspective. The enterprise value equals a 36% discount to asset value which is [---] standard deviations cheap to the mean premium of 4% since [----]. Reversion to the mean implies roughly $18 per share. $RIG https://t.co/AHenl5uj7q Transocean valuation in historical perspective. The enterprise value equals a 36% discount to asset value which is [---] standard deviations cheap to the mean premium of 4% since [----]. Reversion to the mean"  
[X Link](https://x.com/FoamOnTheRunway/status/1748446277359321595)  2024-01-19T20:44Z [----] followers, 10.9K engagements


"Precisely this👇 Listen to the call decide for yourself. $RIG @SheDrills It is hard to listen to the $RIG call and not come away thinking they are on the verge of some long term high rate contracts. @SheDrills It is hard to listen to the $RIG call and not come away thinking they are on the verge of some long term high rate contracts"  
[X Link](https://x.com/FoamOnTheRunway/status/1760034618080919950)  2024-02-20T20:12Z [----] followers, [----] engagements


"White space they said. Insolvent. $RIG Damn $5m insider buy at $RIG offshore getting spicy @CorneliaLake / @hkuppy https://t.co/DECTRZG77m Damn $5m insider buy at $RIG offshore getting spicy @CorneliaLake / @hkuppy https://t.co/DECTRZG77m"  
[X Link](https://x.com/FoamOnTheRunway/status/1763322584366805017)  2024-02-29T21:57Z [----] followers, 11.8K engagements


"Dr Kulvinder Kaur focused on first principles: first do no harm; risk-benefit informed consent freedom of speech For this she was vilified and now faces large legal bills. Please listen to her story and consider supporting her. She is the light. 🙏 Urgent. Please donate what you can: https://t.co/b0cc5pZIBk The power of crowdfunding is that each donation is impactful: if half of my followers donated $2 each (forgoing cost of a coffee) well be near the goal of $300K. I only have [--] days left to reach the fundraising goal. https://t.co/NAvf6vZWcm Urgent. Please donate what you can:"  
[X Link](https://x.com/FoamOnTheRunway/status/1771005495337488507)  2024-03-22T02:46Z [----] followers, 17.3K engagements


"This Note the date. She repeated it often it was her mantra. She is the best of humanity. Please help. First do no harm. Facts over fear. Resources over restrictions. Informed consent over mandates. Freedoms over tyranny. Humanity above all. First do no harm. Facts over fear. Resources over restrictions. Informed consent over mandates. Freedoms over tyranny. Humanity above all"  
[X Link](https://x.com/FoamOnTheRunway/status/1771017743040700610)  2024-03-22T03:35Z [----] followers, 16.7K engagements


"Transocean call nugget: ".in India there was a local fisherman strike outside of the harbor and we were blocked from getting any logistics to the rig for a couple of weeks." This is a long cycle industry fundamentals have turned and it's cheap. The rest is noise. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1785337877880267136)  2024-04-30T15:58Z [----] followers, [----] engagements


"$RIG note: Transocean cleaned up the whole front end of its capital structure with the $1.8B PGN new issues two weeks ago. Now these 8% '27 are the next meaningful maturity. The company has over $700MM in cash and over $1B in liquidity and is generating positive FCF in 2024"  
[X Link](https://x.com/FoamOnTheRunway/status/1785665955831665079)  2024-05-01T13:41Z [----] followers, [----] engagements


"Transocean estimated pro forma book value per share $11.70. The stock price is $5.11. Brent is $83. That's it that's the Tweet. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1785714614342463553)  2024-05-01T16:55Z [----] followers, 14.9K engagements


"Secured highest dayrate in the current cycle with a clean dayrate of $545000." $SDRL $RIG $SDRL FSR https://t.co/39wElzfqbl "Secured highest dayrate in the current cycle with a clean dayrate of $545000" (West Capella [--] well) Q1 Results Earnings beat Tiny Rev miss "Repurchased 9.9mm shares 12.4% of issued share count since September 2023" https://t.co/TWnBsFnlo0 $SDRL FSR https://t.co/39wElzfqbl "Secured highest dayrate in the current cycle with a clean dayrate of $545000" (West Capella [--] well) Q1 Results Earnings beat Tiny Rev miss "Repurchased 9.9mm shares 12.4% of issued share count since"  
[X Link](https://x.com/FoamOnTheRunway/status/1790511542452310475)  2024-05-14T22:36Z [----] followers, [----] engagements


"Transocean's enterprise value is lower than it was in [----]. Estimated average contract dayrates are 16% higher. Mohn just bought 2M more shares at $6.01. That's it that's the Tweet. $RIG @ICBarrett @lundeen_ne Thanks for tagging me. Agree good & provocative thread. Looks like the model assumes no additional rigs and implies nearly $1 of free cash flow per share in [----] and 37% FCF/sh CAGR from 2026-30. What is that worth @ICBarrett @lundeen_ne Thanks for tagging me. Agree good & provocative thread. Looks like the model assumes no additional rigs and implies nearly $1 of free cash flow per"  
[X Link](https://x.com/FoamOnTheRunway/status/1795486414366511254)  2024-05-28T16:04Z [----] followers, [----] engagements


"Transocean comments from "BTIG Top Picks 2H24" $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1807811174014337057)  2024-07-01T16:19Z [----] followers, 11K engagements

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