# ![@ICBarrett Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1533528124138430465.png) @ICBarrett Baron of Ivy Grottage

Baron of Ivy Grottage posts on X about $rig, $val, $ne, $sdrl the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1533528124138430465/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1533528124138430465/c:line/m:interactions.svg)

- [--] Week [----------] +889,862%
- [--] Month [----------] +2,692%
- [--] Months [----------] +33,501%
- [--] Year [----------] +16,433%

### Mentions: [--] [#](/creator/twitter::1533528124138430465/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1533528124138430465/c:line/m:posts_active.svg)

- [--] Week [--] +7.10%
- [--] Month [---] +80%
- [--] Months [---] +155%
- [--] Year [---] +59%

### Followers: [-----] [#](/creator/twitter::1533528124138430465/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1533528124138430465/c:line/m:followers.svg)

- [--] Week [-----] +2.40%
- [--] Month [-----] +1.80%
- [--] Months [-----] +12%
- [--] Year [-----] +34%

### CreatorRank: [-------] [#](/creator/twitter::1533528124138430465/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1533528124138430465/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  29% [finance](/list/finance)  21% [countries](/list/countries)  10% [stocks](/list/stocks)  7% [automotive brands](/list/automotive-brands)  1% [luxury brands](/list/luxury-brands)  1% [celebrities](/list/celebrities)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[$rig](/topic/$rig) #14, [$val](/topic/$val) #10, [$ne](/topic/$ne) #247, [$sdrl](/topic/$sdrl) #3, [$gmxto](/topic/$gmxto) 10%, [rig](/topic/rig) #157, [$oih](/topic/$oih) #2, [in the](/topic/in-the) 6%, [$borr](/topic/$borr) 6%, [stocks](/topic/stocks) 4%

**Top accounts mentioned or mentioned by**
[@foamontherunway](/creator/undefined) [@natgasturk](/creator/undefined) [@bullreturns](/creator/undefined) [@teddygambino](/creator/undefined) [@robbiehendricks](/creator/undefined) [@energyrealist25](/creator/undefined) [@ultradeep3](/creator/undefined) [@tommydeepwater](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@goldseek](/creator/undefined) [@ragingbullcap](/creator/undefined) [@wpoel](/creator/undefined) [@dmac19](/creator/undefined) [@oilgas4life](/creator/undefined) [@vanillager](/creator/undefined) [@mohnishpabrai](/creator/undefined) [@traderferg](/creator/undefined) [@hfiresearch](/creator/undefined) [@rudyhavenstein](/creator/undefined) [@markdow](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Seadrill Limited (SDRL)](/topic/$sdrl) [Borr Drilling Limited (BORR)](/topic/$borr) [GMX (GMX)](/topic/$gmx) [Peabody Energy Corporation (BTU)](/topic/$btu) [The Official [--] coin (76)](/topic/$76)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I won't be (at all) surprised to see $RIG scrap its [--] remaining cold stacked 7Gs as part of / shortly after deal closes. Just like $NE did post $DO acquisition. It might even be a very convenient 'win' to give regulators to help deal close. They'll still have the remaining few high spec stacked floaters + last bit of major consolidation done. https://twitter.com/i/web/status/2021160198883115096 https://twitter.com/i/web/status/2021160198883115096"  
[X Link](https://x.com/ICBarrett/status/2021160198883115096)  2026-02-10T09:51Z [----] followers, [--] engagements


"Don't forget $TGA.L #TGA First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter https://t.co/lve3gLsUPz First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter https://t.co/lve3gLsUPz"  
[X Link](https://x.com/ICBarrett/status/2022279736324452679)  2026-02-13T12:00Z [----] followers, [---] engagements


"RT @HFI_Research: When in doubt triple down. Quadruple down. All in IEA digging that grave deeper than ever"  
[X Link](https://x.com/ICBarrett/status/2022287475033387121)  2026-02-13T12:31Z [----] followers, [--] engagements


"RT @RudyHavenstein: Of course it has"  
[X Link](https://x.com/ICBarrett/status/2022606457061929331)  2026-02-14T09:38Z [----] followers, [--] engagements


"RT @mark_dow: "I give you the upside you have no downside and I pay you a dividend while you wait to get rich" -- also Bernie Madoff If"  
[X Link](https://x.com/ICBarrett/status/2022040082170229221)  2026-02-12T20:08Z [----] followers, [--] engagements


"I worry about @RupertLowe10's safety too. He is our equivalent to @RepThomasMassie - he appears to be the only competent honourable politician they can't intimidate operating here in UK. @HasanKhxnx I am not suicidal. I eat healthy food. The brakes on my car and truck are in good shape. I practice good trigger discipline and never point a gun at anyone including myself. There are no deep pools of water on my farm and Im a pretty good swimmer. @HasanKhxnx I am not suicidal. I eat healthy food. The brakes on my car and truck are in good shape. I practice good trigger discipline and never point"  
[X Link](https://x.com/ICBarrett/status/2022607945398460920)  2026-02-14T09:44Z [----] followers, [---] engagements


"You are too kind (and wrong 😄) mentioning me along with @Ultradeep3 and @TommyDeepwater. But yes I was / am fully loaded with my offshore basket. By far highest weighting in $RIG but 16% of basket in $VAL before today's open. My $GMX.TO stock (other really large position) also had a good day today - I think overall today is my largest ever up day 🙏 The real beauty of today's transaction is just how positive it is for the future of the consolidated industry (as investors gradually figured out during the day - turning $RIG from red to green)."  
[X Link](https://x.com/ICBarrett/status/2020967947364454462)  2026-02-09T21:08Z [----] followers, [---] engagements


"Interesting poll results @FoamOnTheRunway People always get bullish AFTER stocks have gone up & future looks bright. $RIG & $VAL were both much cheaper (AND safer) at 1/3 current price last April during Trump Dump - when it seemed like the world was imploding. A question for you all: were you more interested then - or now $RIG share price at the end of [----] will be. $RIG share price at the end of [----] will be"  
[X Link](https://x.com/ICBarrett/status/2021883566456451386)  2026-02-12T09:46Z [----] followers, [----] engagements


"Brilliant 💪 🎙"Do you think premier league owners should be politically out there in the public eye" Simon Jordan: "Why Did he give up his right to free speech when he bought a football club" "His premise was fundamentally correct" This is superb Watch until the end🔥👏👏👏 https://t.co/qMV2UFVXzu 🎙"Do you think premier league owners should be politically out there in the public eye" Simon Jordan: "Why Did he give up his right to free speech when he bought a football club" "His premise was fundamentally correct" This is superb Watch until the end🔥👏👏👏 https://t.co/qMV2UFVXzu"  
[X Link](https://x.com/ICBarrett/status/2022287025177518213)  2026-02-13T12:29Z [----] followers, [---] engagements


"RT @afneil: A case study of contemporary British government at its worst. You cripple the nightlife economy with higher taxes costs plus"  
[X Link](https://x.com/ICBarrett/status/2022288514063180028)  2026-02-13T12:35Z [----] followers, [----] engagements


"RT @RadarFennec: We literally saw every single Israeli plus US anti-ballistic missile asset trying to deal with a ballistic missile campaig"  
[X Link](https://x.com/ICBarrett/status/2022265951828234671)  2026-02-13T11:05Z [----] followers, [---] engagements


"RT @imetatronink: Always remember Havenstein Axiom #2017-02-2017_01:"  
[X Link](https://x.com/ICBarrett/status/2022269570745053361)  2026-02-13T11:20Z [----] followers, [--] engagements


"This aged well; perhaps I'm not a (total) retard after all 💫 $OIH $RIG $VAL $NE $SDRL $OIH $RIG $VAL $NE $SDRL I think we're getting closer & closer to the offshore drilling event horizon. That's [--] rigs removed from global marketable fleet in last year (see post below). If I were an operator I'd be feeling a lot more uneasy about securing required drilling rigs $OIH $RIG $VAL $NE $SDRL I think we're getting closer & closer to the offshore drilling event horizon. That's [--] rigs removed from global marketable fleet in last year (see post below). If I were an operator I'd be feeling a lot more"  
[X Link](https://x.com/ICBarrett/status/2022654954612076639)  2026-02-14T12:51Z [----] followers, [----] engagements


"$OIH $RIG $VAL $NE $SDRL I think we're getting closer & closer to the offshore drilling event horizon. That's [--] rigs removed from global marketable fleet in last year (see post below). If I were an operator I'd be feeling a lot more uneasy about securing required drilling rigs in next few years if the increased demand scenario comes to pass. (P.S. No idea how $RIG stock will react short term.) $rig Transocean : [--] rigs to the bin. [--] 6th gen DS (stacked for 5-9 years) and [--] SS (stacked since 2020). Positive move. Only [--] stacked rigs for $rig (7th gen DS). Stacked since 2016-17 not even sure"  
[X Link](https://x.com/ICBarrett/status/1960822995011690719)  2025-08-27T21:53Z [----] followers, 28.1K engagements


"That's true - though I would caution they aren't quite as hated as the actual oil price: e.g. the OSDs have all 2x'd from Trump Dump lows (more for $BORR & $RIG). So there is some expectation in stock prices - though not remotely enough for what I think will come (no idea on timing though). https://twitter.com/i/web/status/2014433639874900132 https://twitter.com/i/web/status/2014433639874900132"  
[X Link](https://x.com/ICBarrett/status/2014433639874900132)  2026-01-22T20:23Z [----] followers, [---] engagements


"This amused me: @orrdavid blocked me long ago over $RIG. He was right to be short then and I was wrong (to keep - not buy) my long. However I note he was still keen on his short into the equity raise last September since when it has rallied +60%. Apparently short much reduced - though no contemporaneous mention 🤥 Orr might do very well but the combo of very high gross leverage very high expense ratio extreme sensitivity / avoidance of criticism is 🚩🚩🚩🚩🚩🚩 2025: Criticized $RIG dilution ("issuing another [---] million new shares") offshore supply issues; "still like the $RIG short" (Oct"  
[X Link](https://x.com/ICBarrett/status/2019030480809500790)  2026-02-04T12:49Z [----] followers, [---] engagements


"@wpoel @grok @DaveAtherton20 I have noticed similar recently with Grok: did some querying re: Russia / Ukraine war and was surprised to find it seemed more propagandised than Chat or Gemini. I had thought other way around"  
[X Link](https://x.com/ICBarrett/status/2020261035224273303)  2026-02-07T22:19Z [----] followers, [--] engagements


"@childs_ac @hkuppy Kuppy sold all his $VAL / offshore - I think around around theTrump Dump last April"  
[X Link](https://x.com/ICBarrett/status/2020886417149247602)  2026-02-09T15:44Z [----] followers, [---] engagements


"Another major step closer today. $OIH $RIG $VAL $NE $SDRL $OIH $RIG $VAL $NE $SDRL I think we're getting closer & closer to the offshore drilling event horizon. That's [--] rigs removed from global marketable fleet in last year (see post below). If I were an operator I'd be feeling a lot more uneasy about securing required drilling rigs $OIH $RIG $VAL $NE $SDRL I think we're getting closer & closer to the offshore drilling event horizon. That's [--] rigs removed from global marketable fleet in last year (see post below). If I were an operator I'd be feeling a lot more uneasy about securing"  
[X Link](https://x.com/ICBarrett/status/2020968222946996319)  2026-02-09T21:09Z [----] followers, [----] engagements


"@TeddyGambino 💯: conviction is proved in the trenches He must be hurting with $VAL t/o yesterday for 3x lows [--] yr ago"  
[X Link](https://x.com/ICBarrett/status/2021225408411087154)  2026-02-10T14:11Z [----] followers, [--] engagements


"@SFarringtonBKC This was an underrated banger"  
[X Link](https://x.com/ICBarrett/status/2021226949071315157)  2026-02-10T14:17Z [----] followers, [--] engagements


"@robbiehendricks @DMAC_19 Why would you sell $VAL to buy $RIG They are effectively the same equity now as linked with fixed ratio (unless the deal breaks)"  
[X Link](https://x.com/ICBarrett/status/2021272598869397536)  2026-02-10T17:18Z [----] followers, [---] engagements


"@robbiehendricks @DMAC_19 There is a now a fixed price ratio between $VAL & $RIG stock - unless deal breaks"  
[X Link](https://x.com/ICBarrett/status/2021275111056167230)  2026-02-10T17:28Z [----] followers, [---] engagements


"The only way $RIG & $VAL stock will diverge from their current ratios is if investors believe the deal will break. Otherwise rotating between the two makes no difference because you will end up with the same amount of $RIG stock regardless once the deal closes. Whay you did incurred transaction costs. May still have been worth it if you were 'insuring' against the deal breaking causing $VAL to fall vs. $RIG - but that's only good reason. https://twitter.com/i/web/status/2021281201655255408 https://twitter.com/i/web/status/2021281201655255408"  
[X Link](https://x.com/ICBarrett/status/2021281201655255408)  2026-02-10T17:52Z [----] followers, [--] engagements


"I have actually trimmed a bit: cut all my exposure to $VAL in margin account on announcement (left irritating amount on table as it turned out) & trimmed a little more $RIG today. But I'd been stubbornly waiting for a good opp to cut margin account down to size whilst keeping recovery potential: I NEVER want a repeat of how stressy the culmination of $RIG's drawdown into the Trump Dump was with too much leverage / margin. But I still have a VERY large (for me) combined $RIG / $VAL position (+ smaller $NE + $SDRL + $BORR). I think where newco $RIG stock gets to over next few years might"  
[X Link](https://x.com/ICBarrett/status/2021691103137722825)  2026-02-11T21:01Z [----] followers, [---] engagements


"RT @aaronvalue: "The market for feeling productive is orders of magnitude larger than the market for being productive.""  
[X Link](https://x.com/ICBarrett/status/2022045391957762474)  2026-02-12T20:29Z [----] followers, [--] engagements


"This is like beautiful music to my ears I pick up litter every day when I walk my dogs; it shouldn't be like this. If a healthy individual on benefits consistently refuses work they should be forced to clean this filth up. Do that or lose your benefits. Tough love. https://t.co/GracVPCN4s If a healthy individual on benefits consistently refuses work they should be forced to clean this filth up. Do that or lose your benefits. Tough love. https://t.co/GracVPCN4s"  
[X Link](https://x.com/ICBarrett/status/2022624048413577668)  2026-02-14T10:48Z [----] followers, [---] engagements


"@FoamOnTheRunway I think it is going to take the market a while to fully digest just how bullish / transformational the $RIG / $VAL takeover is. Not just for newco $RIG - but for whole industry"  
[X Link](https://x.com/ICBarrett/status/2021689304741756966)  2026-02-11T20:54Z [----] followers, 11.2K engagements


"$OIH $RIG $VAL $NE $SDRL Some thoughts on $RIG / $VAL merger where we are & the future + a public confession of my overconfident and retarded behaviour I hope it will help some of you be less stupid than I was. I remember vividly my previous peak in liquid net worth in August / September [----]. I had 9x'd my liquid net worth in [---] years and 11x'd it from covid lows only [---] years before. I was feeling invincible and very smart. $RIG peaked just under $9 - still well below my target price of $15+. I hadn't trimmed any $RIG or offshore drillers generally because I was focussed on that target."  
[X Link](https://x.com/ICBarrett/status/2021893708946260386)  2026-02-12T10:26Z [----] followers, 10.1K engagements


"P.S. The plan once I finish process of deleveraging into strength (well under way) is to only ever use margin when the gross value of account is fully backed by instant access cash. I think that is the only safe way of getting the capital gains tax benefit available here in UK from spread betting - without risk of ruin from margin. https://twitter.com/i/web/status/2021897016427585563 https://twitter.com/i/web/status/2021897016427585563"  
[X Link](https://x.com/ICBarrett/status/2021897016427585563)  2026-02-12T10:39Z [----] followers, [---] engagements


"Wasn't just the EVs: all the money spent on wind & solar (a much larger amount) has been spaffed. All blindingly obvious at the time Central planning + grifters + ideological zealots = ☠💀 The scale of car industry write downs as they retreat from the EV automotive market are breathtaking: $26 billion at Stellantis; $20 billion at Ford; $7.6 billion at GM; $6 billion at Porsche. Has any industry destroyed so much value so quickly The scale of car industry write downs as they retreat from the EV automotive market are breathtaking: $26 billion at Stellantis; $20 billion at Ford; $7.6 billion at"  
[X Link](https://x.com/ICBarrett/status/2021246722597404698)  2026-02-10T15:35Z [----] followers, [---] engagements


"RT @BowesChay: As Ukraine becomes a toxic wasteland groundwater poisoned by vast cemeteries forests shredded and destroyed by corrupt off"  
[X Link](https://x.com/ICBarrett/status/2022615229398462793)  2026-02-14T10:13Z [----] followers, [---] engagements


"RT @elonmusk: Join Rupert Lowe in Restore Britain because he is the only one who will actually do it"  
[X Link](https://x.com/ICBarrett/status/2022623456999936373)  2026-02-14T10:46Z [----] followers, 29.9K engagements


"💯 I hope @RestoreBritain_ set up a fundraising page for Ruperts security or some wealthy benefactor offers to pay for it. Because hes going to need a near Prime Ministerial level of security. Often politicians prefer not to talk about such things publicly but just know that I hope @RestoreBritain_ set up a fundraising page for Ruperts security or some wealthy benefactor offers to pay for it. Because hes going to need a near Prime Ministerial level of security. Often politicians prefer not to talk about such things publicly but just know that"  
[X Link](https://x.com/ICBarrett/status/2022768853021811058)  2026-02-14T20:24Z [----] followers, [---] engagements


"@NatgasTurk @EnergyRealist25 @goldseek My most retarded investor friend just boasted to me that he bought silver [--] months ago because his brother told him about it and is +60%. And he's just doubled his position"  
[X Link](https://x.com/ICBarrett/status/2007519187267399859)  2026-01-03T18:27Z [----] followers, [--] engagements


"@NatgasTurk @EnergyRealist25 @goldseek (E.g. he bought an NFT a few years ago at peak.)"  
[X Link](https://x.com/ICBarrett/status/2007519490834063440)  2026-01-03T18:28Z [----] followers, [--] engagements


"@NatgasTurk @EnergyRealist25 @goldseek Agreed. I'm quite surprised I've actually had a decent year despite my heavy positions in offshore drillers $GMX.TO lagged gold price - but the OSDs did much better than the oil price"  
[X Link](https://x.com/ICBarrett/status/2007551758571319519)  2026-01-03T20:36Z [----] followers, [---] engagements


"Worth remembering Globex Mining $GMX.TO $GLBXF have a 1% GMR (on iron only) & $CBG.V have a 2% full GMR on $CERT.V's Mont Sorcier iron ore project. I might buy more Cerrado gold just for the iron. I cant believe this is still US$150 million market cap And Ill throw some at Champion too. $CERT.V $CRDOF $CIA.TO @Henrik115 https://t.co/R3uqvKO1iK I might buy more Cerrado gold just for the iron. I cant believe this is still US$150 million market cap And Ill throw some at Champion too. $CERT.V $CRDOF $CIA.TO @Henrik115 https://t.co/R3uqvKO1iK"  
[X Link](https://x.com/ICBarrett/status/2007554208846004616)  2026-01-03T20:46Z [----] followers, [---] engagements


"@resourcebull You are doing God's work I was stupid enough to pass on $CERT.V when I saw pitch from sensible people at 40c. I do own $GMX.TO (in size) and $CBG.V (v small)"  
[X Link](https://x.com/ICBarrett/status/2007561391285117073)  2026-01-03T21:15Z [----] followers, [---] engagements


"I have donated [--] times here in UK since reading your Dumping Iron book in [----]. I have discussed this with nurses every time I have donated. Not a SINGLE one was aware of health benefits to donors. This is totally retarded: they would get WAY more donations if people knew. This is one of the very few genuine free lunches in the world: you donate & improve your health it is free to you and you improve health of other people. It also improves trust levels and societal cohesiveness in a place like UK only accepts unpaid donations. Not only are you (donor) healthier - but if you donate regularly"  
[X Link](https://x.com/ICBarrett/status/2007828008090861589)  2026-01-04T14:54Z [----] followers, [---] engagements


"@OilGas4Life $VAL management watching them"  
[X Link](https://x.com/ICBarrett/status/2008268421046177813)  2026-01-05T20:04Z [----] followers, [---] engagements


"Agree with Dylan on Globex Mining $GMX.TO $GLBXF - including frustrations We still own 2.3% of co (0.75% of which mine). $GMX.TO Finally breaking out. As much as the refusal to meaningfully use the NCIB frustrates me this is such a good set up right now and a great way to get diversified leverage to metals and strategic minerals. $120m CAD market cap but cash + securities now sitting at $40m $GMX.TO Finally breaking out. As much as the refusal to meaningfully use the NCIB frustrates me this is such a good set up right now and a great way to get diversified leverage to metals and strategic"  
[X Link](https://x.com/ICBarrett/status/2010773699096457592)  2026-01-12T17:59Z [----] followers, [---] engagements


"@vanillager @ragingbullcap Are you sure This bull market is exactly what is likely to force / drag the latent value out of $GMX.TO. But it isn't linear - like a producer"  
[X Link](https://x.com/ICBarrett/status/2014105864437686766)  2026-01-21T22:40Z [----] followers, [---] engagements


"$RIG is by far my largest weighting in sector - but I own all the major OSDs: it gave me too much brain damage when I just owned one I have also noticed market periodically gives good opps to rebalance / rotate between them as one becomes significantly more popular and vice versa. E.g. $RIG had lagged the others badly coming out of Trump Dump - now it has outperformed. $VAL is / has been lagging now because it had a strong period of outperformance from its relative trough in Dec [----]. Etc etc. https://twitter.com/i/web/status/2014331914111353082"  
[X Link](https://x.com/ICBarrett/status/2014331914111353082)  2026-01-22T13:38Z [----] followers, [--] engagements


"Now try virtually any charity etc: the bigger the problem the more attention / money. This is why when you give homeless charities more money you get more homeless people. Also why Down's Syndrome charities are highly resistant to the new safer methods of non-invasive pre-natal testing: they don't actually want the problem fixed. As ever: incentives = outcomes. Flint is a great reminder that "we fixed the problem" can be a taboo phrase in progressive circles. https://t.co/85RkI2c4O7 Flint is a great reminder that "we fixed the problem" can be a taboo phrase in progressive circles."  
[X Link](https://x.com/ICBarrett/status/2014969735201354162)  2026-01-24T07:53Z [----] followers, [---] engagements


"Perhaps it is already $RIG is quietly leading sector: +145% from Trump Dump lows whilst oil still in gutter ($BORR is +190% from its low). This is why people who confidently state too soon to buy oil / oil co's have had proved to them once again: the market is too smart / adaptive to make money off 1st order thinking. Even if you are right It is too hard to be both right & get timing right. https://twitter.com/i/web/status/2015118332882550847 https://twitter.com/i/web/status/2015118332882550847"  
[X Link](https://x.com/ICBarrett/status/2015118332882550847)  2026-01-24T17:43Z [----] followers, [---] engagements


"@FoamOnTheRunway @BULLReturns What is the current status on $RIG chart Are you still looking"  
[X Link](https://x.com/ICBarrett/status/2015516095529034021)  2026-01-25T20:04Z [----] followers, [---] engagements


"@FoamOnTheRunway I have done [--] small $YCA.L scale downs in my margin account Still 0% cash in normal inv account. Beginning to feel a little uneasy though. Still own a good slug of $GMX.TO"  
[X Link](https://x.com/ICBarrett/status/2015524410141143045)  2026-01-25T20:37Z [----] followers, [---] engagements


"The unpleasantness of $RIG's 80% drawdown still pretty fresh Plan is to get rid of all leverage during upcycle - but gradually. I have a good chunk allocated to offshore I'm still comfortable with. Bought some coal a few months ago ($TGA.L). What're your thoughts re: holding / scaling out https://twitter.com/i/web/status/2015525815337795777 https://twitter.com/i/web/status/2015525815337795777"  
[X Link](https://x.com/ICBarrett/status/2015525815337795777)  2026-01-25T20:42Z [----] followers, [---] engagements


"@BULLReturns @FoamOnTheRunway I still remember you did 2x $RIG scale downs in late $7's and then late $8's in last bull run - when we were all getting too enthusiastic - prior to the 80% drawdown What are your remaining $RIG scale down targets CB - and how did you reach them Thanks"  
[X Link](https://x.com/ICBarrett/status/2015726214372106452)  2026-01-26T09:59Z [----] followers, [---] engagements


"@BULLReturns @FoamOnTheRunway I thought you said in [----] you had done just [--] x initial $RIG scale downs and your target for full exit was $15"  
[X Link](https://x.com/ICBarrett/status/2015746909986607290)  2026-01-26T11:21Z [----] followers, [---] engagements


"@respeculator I've just looked: literally never seen anything like the insanity of that presentation by Fortescue / $FMG.AX I reckon even Greta would have told him to tone it down❗"  
[X Link](https://x.com/ICBarrett/status/1697560891011514490)  2023-09-01T10:43Z [----] followers, [---] engagements


"Well Thigpen is on the way out (retired from CEO at least). Prob wants cash for semi-retirement activities. And $RIG stock had a good run recently (albeit from a v low base). Only slightly above where Mohn bought $6m of stock recently. Overall you'd prefer not to see it but I'm not concerned"  
[X Link](https://x.com/ICBarrett/status/1996158814257549506)  2025-12-03T10:05Z [----] followers, [---] engagements


"@NestBetter $BORR raised yesterday. +10% today"  
[X Link](https://x.com/ICBarrett/status/1998474623575536073)  2025-12-09T19:27Z [----] followers, [---] engagements


"@EnergyRealist25 @Ultradeep3 Yes. If $NE doesn't do anything useful with the proceeds I think they'll have transferred value to $BORR. Fingers crossed (I own both - and $SDRL 🤞)"  
[X Link](https://x.com/ICBarrett/status/1999219772026650774)  2025-12-11T20:48Z [----] followers, [---] engagements


"$RIG management / contracting strategy continues to run rings around $VAL: better rate on a less capable rig with better term if one thinks the market will improve. $VAL & $NE lock up rigs at trough pricing; $RIG came into trough with rigs locked up (no whitespace) and keeps term shorter for leverage to likely improved rates. @ScolopaxCapital And that $VAL fixture was for a 7th gen rig. $RIG management continues to best them. @ScolopaxCapital And that $VAL fixture was for a 7th gen rig. $RIG management continues to best them"  
[X Link](https://x.com/ICBarrett/status/2008223208932339918)  2026-01-05T17:04Z [----] followers, [----] engagements


"I was under impression $NE's Ocean GreatWhite is not Norway compliant Do you know if this is correct - and if so whether cost to make it compliant would be affordable / viable Perhaps $NE would consider spending significant $$ on upgrading - like it appears to have done for the two 7Gs that will be upgraded to 7G+ for the [--] year Shell contracts they 'won' from $RIG in April last year Especially if medium+ term contracting prospects poor otherwise. And they have $$ following recent jack up sales. What do you think @TommyDeepwater @FjordPhil https://twitter.com/i/web/status/2013193157563785246"  
[X Link](https://x.com/ICBarrett/status/2013193157563785246)  2026-01-19T10:13Z [----] followers, [---] engagements


"Can anyone confirm if this is actually @MohnishPabrai 🤣🤣 (I'm still blocked for previous infringements 💫) $RIG $NE $VAL How long shipping are you https://t.co/qYPXcCN6dS How long shipping are you https://t.co/qYPXcCN6dS"  
[X Link](https://x.com/ICBarrett/status/2013644278744875391)  2026-01-20T16:06Z [----] followers, [---] engagements


"@RebelHQ You're right to not believe mainstream media. But you are wrong on Iran: https://x.com/ICBarrett/status/2016475500265308506 Terrific post; don't believe the Western propaganda. Remember the track record of the US / Israel / West: first expectation should be they are lying and attempting regime change. https://x.com/ICBarrett/status/2016475500265308506 Terrific post; don't believe the Western propaganda. Remember the track record of the US / Israel / West: first expectation should be they are lying and attempting regime change"  
[X Link](https://x.com/ICBarrett/status/2016481283904324078)  2026-01-28T11:59Z [----] followers, [--] engagements


"Track records forecasts Al Gores Inconvenient Truth turns [--] and critics say biggest disaster is its failed predictions https://t.co/64SeySP8AV Al Gores Inconvenient Truth turns [--] and critics say biggest disaster is its failed predictions https://t.co/64SeySP8AV"  
[X Link](https://x.com/ICBarrett/status/2016514191213953449)  2026-01-28T14:10Z [----] followers, [---] engagements


"RT @ZacGoldsmith: The UK is suffering a mental breakdown"  
[X Link](https://x.com/ICBarrett/status/2016514952433897845)  2026-01-28T14:13Z [----] followers, [----] engagements


"RT @aeberman12: U.S. shale is peaking. Theres no replacement waiting in the wings. Longer cycles scarcer supply and higher prices ar"  
[X Link](https://x.com/ICBarrett/status/2016515604333650036)  2026-01-28T14:15Z [----] followers, [--] engagements


"RT @RickRuleRulz: Buying something when its hated - thats where financially the easy money is and psychologically where the hard money"  
[X Link](https://x.com/ICBarrett/status/2016515661850169408)  2026-01-28T14:16Z [----] followers, [--] engagements


"Beware: they're not saying this now This was on the front page of the WSJ in September [----]. Since then gold has risen by over 200%. https://t.co/HAs6ugEpxp This was on the front page of the WSJ in September [----]. Since then gold has risen by over 200%. https://t.co/HAs6ugEpxp"  
[X Link](https://x.com/ICBarrett/status/2016515779278094590)  2026-01-28T14:16Z [----] followers, [---] engagements


"RT @iancassel: The average hit rate (% of winning stocks) for the best stock pickers in the world was only 49%. Analyzing [----] investments"  
[X Link](https://x.com/ICBarrett/status/2016515863050875250)  2026-01-28T14:17Z [----] followers, [--] engagements


"RT @SamaHoole: Italian olive oil is one of the most adulterated products in global food supply. Estimates suggest [--] to 80% of "extra virgi"  
[X Link](https://x.com/ICBarrett/status/2016517507931062604)  2026-01-28T14:23Z [----] followers, [----] engagements


"This is real wealth / power. Here in UK (and Europe) we've been living off our fat reserves with the 'energy transition' - now well into consuming muscle. It has a lagging effect before fully recognised / obvious (just like China's rise) - but we are MUCH weaker than we were. And relatively it is no contest. This is a stunning graph: China added more power capacity in the past [--] years than the US has in total. In other words its power capacity grew by one entire United States in [--] years 🤯 And in [----] alone it added more power than every single country on earth except the US has"  
[X Link](https://x.com/ICBarrett/status/2016820521283866842)  2026-01-29T10:27Z [----] followers, [---] engagements


"cc: @trader_ferg"  
[X Link](https://x.com/ICBarrett/status/2016820769779532267)  2026-01-29T10:28Z [----] followers, [---] engagements


"RT @Matt_Jester: I can't believe that $GMX.to $GLBXF isn't a huge buyout target at this point. With all of their properties a very large"  
[X Link](https://x.com/anyuser/status/2016922980832493680)  2026-01-29T17:14Z [----] followers, [--] engagements


"This is a terrific post - highly recommended. cc: @trader_ferg @ragingbullcap Been thinking about gold miners and where we are in the cycle: [--]. There are basically zero flows into the space. [--]. This is not a delirious market like the 1970s when in-ground ounces were being valued at [--] to [--] percent of spot gold. Management teams are still burned and https://t.co/BNhwfDaWom Been thinking about gold miners and where we are in the cycle: [--]. There are basically zero flows into the space. [--]. This is not a delirious market like the 1970s when in-ground ounces were being valued at [--] to [--] percent"  
[X Link](https://x.com/ICBarrett/status/2016929468997161408)  2026-01-29T17:40Z [----] followers, [---] engagements


"Wow - v interesting The narrative / propaganda in the West is that we are the heroes. What if we are actually the villains instead (Spoiler: yes we are: from censorship here in UK cancelled elections provoked war in Ukraine etc.) This is a genuinely incredible story. The hottest term on Chinese social media right now is kill-line: if you go to Xiaohongshu Bilibili or Douyin everyone is speaking about it. Why It all has to do with the story of Alex known as A (Lo A literally prison A https://t.co/laPPFhf05q This is a genuinely incredible story. The hottest term on Chinese social media right"  
[X Link](https://x.com/ICBarrett/status/2017207181976678433)  2026-01-30T12:04Z [----] followers, [---] engagements


"RT @karl_fh: Does anyone else find it strange that a gang of Ukrainian male models tried to kill the prime minister and his family in a ser"  
[X Link](https://x.com/ICBarrett/status/2017210300819243218)  2026-01-30T12:16Z [----] followers, [----] engagements


"That didn't take long Ya know what always follows record up days in parabolic commodity moves Record pain from larger down moves Stocks and most certainly commodities go up like escalators and come down like elevators. Me and my friends have been far too happy lately. Sell your pleasure and Ya know what always follows record up days in parabolic commodity moves Record pain from larger down moves Stocks and most certainly commodities go up like escalators and come down like elevators. Me and my friends have been far too happy lately. Sell your pleasure and"  
[X Link](https://x.com/ICBarrett/status/2017326590263238819)  2026-01-30T19:58Z [----] followers, [---] engagements


"RT @fejau_inc: What happens to market structure when MAG7 buybacks disappear this year Think diversifying out of megacap tech is importan"  
[X Link](https://x.com/ICBarrett/status/2017335804356440489)  2026-01-30T20:35Z [----] followers, [--] engagements


"RT @competentmanpod: Chris MacIntosh: These Stocks are Too Cheap to Ignore in the Age of Uncertainty @capitalistexp https://x.com/competentmanpod/status/2016920385606881614 https://x.com/competentmanpod/status/2016920385606881614"  
[X Link](https://x.com/ICBarrett/status/2017336282452492395)  2026-01-30T20:37Z [----] followers, [--] engagements


"RT @SFarringtonBKC: Thank you for having me on it was a pleasure"  
[X Link](https://x.com/anyuser/status/2017338439813804275)  2026-01-30T20:45Z [----] followers, [--] engagements


"@JamesHMackay @pineconemacro 💯 - especially true for investing"  
[X Link](https://x.com/ICBarrett/status/2017340145805017190)  2026-01-30T20:52Z [----] followers, [--] engagements


"💯. I even have the receipts: personal / DM telling me to GF myself 💫 Guysthe bottom was when Calvin DMed you telling you to GFY. The top was when Calvin told you to do the work on some shitco metal bullshit Guysthe bottom was when Calvin DMed you telling you to GFY. The top was when Calvin told you to do the work on some shitco metal bullshit"  
[X Link](https://x.com/ICBarrett/status/2017344578982912346)  2026-01-30T21:10Z [----] followers, [---] engagements


"RT @alphacharts: Oil has bottomed https://youtu.be/ToR7-F_plkQsi=Shxzo5jCc8O3SHIM https://youtu.be/ToR7-F_plkQsi=Shxzo5jCc8O3SHIM"  
[X Link](https://x.com/ICBarrett/status/2017350006362022289)  2026-01-30T21:31Z [----] followers, [--] engagements


"🤣🤣 cc: @Ultradeep3 @opinioncasino @calvinfroedge I followed Calvin's advice and now I have a margin call and my wife is packing her bags to go to her parents house "for a few days" I may never recover from this. @opinioncasino @calvinfroedge I followed Calvin's advice and now I have a margin call and my wife is packing her bags to go to her parents house "for a few days" I may never recover from this"  
[X Link](https://x.com/ICBarrett/status/2017353711488557293)  2026-01-30T21:46Z [----] followers, [---] engagements


"$RIG "Generally the greater the stigma or revulsion the better the bargain." Seth Klarman "The safest and most potentially profitable thing is to buy something when no one likes it." Howard Marks "Generally the greater the stigma or revulsion the better the bargain." Seth Klarman "The safest and most potentially profitable thing is to buy something when no one likes it." Howard Marks"  
[X Link](https://x.com/ICBarrett/status/1747012960420037076)  2024-01-15T21:48Z [----] followers, [----] engagements


"$RIG management couldn't resist a little dig at $VAL & $NE recent contracting strategy $RIG 'is explicitly not aggressively pursuing long-term deals right now stating that the bottom of the V is when the worst deals are made especially for contracts requiring significant capital upgrades.' $RIG also expect that we're likely at bottom of V around now It'll be interesting to see in due course who is proved correct. $RIG added during the call: Guidance and Financials Updated Full-Year [----] Guidance:Contract Drilling Revenues: Raised and tightened to $3.90B - $3.95B (from $3.85B - $3.95B). O&M"  
[X Link](https://x.com/ICBarrett/status/1952731386881683827)  2025-08-05T14:00Z [----] followers, 17.2K engagements


"$OIH $RIG $VAL $NE $SDRL We still remember you gave no warning of $BORR's troubles with SA and Pemex - that led to a larger drawdown and more dilution than ANY of the major offshore (floating) drillers. We all make mistakes - but perhaps a little humility might be in order. (I wouldn't normally be so aggressive - but newbies might not be aware of your track record.) https://twitter.com/i/web/status/1993654068728701274 https://twitter.com/i/web/status/1993654068728701274"  
[X Link](https://x.com/ICBarrett/status/1993654068728701274)  2025-11-26T12:12Z [----] followers, [----] engagements


"Wow Are they telling us Bloomberg / mainstream media have an agenda & cannot be trusted - AGAIN $OIH $RIG $VAL $NE $SDRL Constellation Drilling is the largest regional deepwater driller in Brazil. Owns [--] rigs #OOTT #Brazil Said today on call it sees no signs of delay from active Petrobras Buzios tender and totally disagrees w/ recent Bloomberg report saying rig deals would be delayed 🍿 https://t.co/DK2mt9WLj4 Constellation Drilling is the largest regional deepwater driller in Brazil. Owns [--] rigs #OOTT #Brazil Said today on call it sees no signs of delay from active Petrobras Buzios tender"  
[X Link](https://x.com/ICBarrett/status/1993980522465239306)  2025-11-27T09:49Z [----] followers, [----] engagements


"$OIH $RIG $ODL.OL $NOL.OL $VAL $NE $SDRL I believe @BULLReturns is correct - and actually obviously so. It always seems this way at / after heavy cyclical lows. The question to ask yourself is what stock prices / market caps will these companies be trading at in an environment that forces newbuild drilling rig orders I have no idea on timing. But bookmark it - it's coming. It literally HAS to: the current - heavily rationalised & always depreciating / aging - fleet won't be enough for likely decades of rising oil consumption. Consider the huge narrative change that has already happened in the"  
[X Link](https://x.com/ICBarrett/status/1997741410573816185)  2025-12-07T18:54Z [----] followers, 11.8K engagements


"$OIH $RIG $VAL $NE $SDRL $ODL.OL This is a good question from Ed. TL/DR: I think the upgrade cycle will merely delay / put the newbuild cycle off for a while. It might even mean the next newbuild cycle is for 9Gs But it also gives the lie to people talking about the replacement cost of 7Gs being relevant: dual BOPs 20k BOPs higher hookloads + various other behind the scenes tech improvements becoming standard requirements mean the costs of newbuilds will escalate even on top of inflation. There is NO WAY a newbuild order will be for an older spec floater. Why would you pay say $800m+ for a"  
[X Link](https://x.com/ICBarrett/status/1997772613649920407)  2025-12-07T20:58Z [----] followers, [----] engagements


"$OIH $RIG $VAL $NE $SDRL $ODL.OL Pabrai (rightly) gets a lot of flack for constantly reminding us of his Buffett / Munger connection relatively poor and opaque track record since GFC and excessive use of block button (yes he blocked me long ago😆). The poor performance comes from some obvious rookie errors - and without the correct public post mortem-ing: e.g. bought $AMR when everyone loved it AFTER it had super multibagged and absolved himself for that sin and also management buying high & stopping buying low on buybacks. I'm jealous of Pabrai's off the cuff command of detail and memory -"  
[X Link](https://x.com/ICBarrett/status/2001568616710394358)  2025-12-18T08:22Z [----] followers, [----] engagements


"Globex Mining $GMX.TO $GLBXF I agree with Dylan in the quoted back and forth. Except I suspect $GMX will surprise to the upside. Jack is extremely frustrating with his crazy attitude towards buybacks + total own goal to gee investors up so much on Ironwood then apparently shelve it (at least for last year). However Jack is still the guy that very patiently assembled the giant pile of call options they now own - buying toxic waste for pennies on dollar when no one cared. I said to Dylan I suspect $GMX's properties are being developed at a rate 10x the average from before the gold / PMs bull"  
[X Link](https://x.com/ICBarrett/status/2014291314242687488)  2026-01-22T10:57Z [----] followers, [----] engagements


"What gave you idea $VAL is best of breed It is not in the least surprising the companies with highest quality fleets combined with highest leverage / worst balance sheets outperform when sentiment improves / market sniffs out the turn. Just as they perform worst when cycle turns down. Investors are 'surprised' because the outperformance happens before any clear signs of industry improvement. But that is always the way: the market is too competitive to make it easy. This happened exactly in reverse from late 2023: $RIG got hammered before the others before clear signs cycle was turning down."  
[X Link](https://x.com/ICBarrett/status/2014310962308755809)  2026-01-22T12:15Z [----] followers, [--] engagements


"No worries. $VAL's fleet is fine - but majority of $RIG's is competitively advantaged: 8Gs (2) 7G+ (8) and Norway spec HE (7) - all of them have a moat that none of $VAL's fleet has. That's [--] of $RIG's rigs: this is a very significant part of reason $RIG doesn't have white space issues and has better average contracts. https://twitter.com/i/web/status/2014323857658699821 https://twitter.com/i/web/status/2014323857658699821"  
[X Link](https://x.com/ICBarrett/status/2014323857658699821)  2026-01-22T13:06Z [----] followers, [--] engagements


"Yes - one can wait for a good time. $NE was a good time a couple weeks ago. $SDRL couple / few months ago when it was roundly hated. $VAL was hammered harder than others into early Dec [----]. Sell whichever is popular and buy whichever has underperformed / everyone has decided is no good. Caveat: the cycles can change so hard to use mechanistic timings / % amounts. https://twitter.com/i/web/status/2014420772475863106 https://twitter.com/i/web/status/2014420772475863106"  
[X Link](https://x.com/ICBarrett/status/2014420772475863106)  2026-01-22T19:31Z [----] followers, [---] engagements


"@NatgasTurk @TommyDeepwater Thanks for useful back & forth guys. Agree I would likely have done same if I ran $NE: alternative not v attractive"  
[X Link](https://x.com/ICBarrett/status/2015768722078626158)  2026-01-26T12:48Z [----] followers, [--] engagements


"Interesting - thanks for sharing. I did a small $GMX.TO trim earlier & rotated into $NE & $VAL - more housekeeping as my $GMX position is getting (ridiculously) over sized & want to reduce size of my margin account. I suspect strongly $GMX hasn't had its real move yet. Was discussing this today with @ragingbullcap. https://twitter.com/i/web/status/2015840107966742775 https://twitter.com/i/web/status/2015840107966742775"  
[X Link](https://x.com/ICBarrett/status/2015840107966742775)  2026-01-26T17:31Z [----] followers, [---] engagements


"It's coming. I don't even think $NE played a bad hand with what they had - I might well have done the same. The others are all playing constant catch up with $RIG because of consistent good strategic decisions over a decade. Just as well $DO wasn't independent during this 'lull': god knows what would have happened with contracts / pricing https://twitter.com/i/web/status/2016067006080913896 https://twitter.com/i/web/status/2016067006080913896"  
[X Link](https://x.com/ICBarrett/status/2016067006080913896)  2026-01-27T08:33Z [----] followers, [---] engagements


"Reality (US / Israeli) military fantasies @TheIntelFrog 🤣 You can't provide credible evidence that [--] Iranian BMs were fired at Qatar nor that [--] of the [--] were shot down. That is nothing more than an assertion that was made absent objective evidence. The only objective evidence from that strike is that a single Iranian ballistic @TheIntelFrog 🤣 You can't provide credible evidence that [--] Iranian BMs were fired at Qatar nor that [--] of the [--] were shot down. That is nothing more than an assertion that was made absent objective evidence. The only objective evidence from that strike is that a"  
[X Link](https://x.com/ICBarrett/status/2018272181071872319)  2026-02-02T10:36Z [----] followers, [---] engagements


"💯. This is one of my fave quotes I think about quite often: Part of the game of investing is to 'come into your own.' You must find some way that perfectly fits your personality. Li Lu https://twitter.com/i/web/status/2018353913565438241 https://twitter.com/i/web/status/2018353913565438241"  
[X Link](https://x.com/ICBarrett/status/2018353913565438241)  2026-02-02T16:00Z [----] followers, [--] engagements


"This was a very easy prediction There is NO WAY $BORR would have done such a dilutive equity raise if they were going to announce FCF of $200m for the quarter. Utterly failed any basic common sense test. https://twitter.com/i/web/status/1956023596192596372 https://twitter.com/i/web/status/1956023596192596372"  
[X Link](https://x.com/ICBarrett/status/1956023596192596372)  2025-08-14T16:02Z [----] followers, [---] engagements


"@NatgasTurk @JohnRei39666313 Agreed. I do own all the OSDs (and $BORR) though $RIG biggest position. Since I bought $RIG & $VAL stock in late [----] $VAL has done significantly better"  
[X Link](https://x.com/ICBarrett/status/1999454945800782238)  2025-12-12T12:23Z [----] followers, [---] engagements


"@MCross08 @Jon_Costello_ Oh no - don't tell me that TBF as far as I know he has become a buyer of offshore at exactly right time - and resisted all the way down. I think the set up is better now than previous [----] semi-false dawn - and valuations not much more (or lower in case of $RIG)"  
[X Link](https://x.com/ICBarrett/status/1923688620801577299)  2025-05-17T10:34Z [----] followers, [---] engagements


"@lundeen_ne What's he been up to I'm blocked I don't look at Guy Spier either: I find him too retarded and annoying. And to think I thought he was great after reading his book"  
[X Link](https://x.com/ICBarrett/status/1903179891866022092)  2025-03-21T20:20Z [----] followers, [--] engagements

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