[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ICBarrett Yeoman of Ivy Grottage Yeoman of Ivy Grottage posts on X about $rig, $val, $oih, $ne the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1533528124138430465/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +3.60% - X Months XXXXXXX -XXXX% - X Year XXXXXXX +31% ### Mentions: XX [#](/creator/twitter::1533528124138430465/posts_active)  - X Week X -XX% - X Month XX +1.70% - X Months XXX +3.60% - X Year XXX +48% ### Followers: XXXXX [#](/creator/twitter::1533528124138430465/followers)  - X Week XXXXX +1.70% - X Month XXXXX +2.80% - X Months XXXXX +17% - X Year XXXXX +67% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1533528124138430465/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #6569 [finance](/list/finance) XXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [$rig](/topic/$rig) #4, [$val](/topic/$val) #4, [$oih](/topic/$oih) #1, [$ne](/topic/$ne) #170, [$sdrl](/topic/$sdrl) #2, [rigs](/topic/rigs) #19, [$odlol](/topic/$odlol) #1, [$gmxto](/topic/$gmxto) #1, [$glbxf](/topic/$glbxf) #1, [gmx](/topic/gmx) #79 **Top accounts mentioned or mentioned by** [@100xcompounding](/creator/undefined) [@ragingbullcap](/creator/undefined) [@bullreturns](/creator/undefined) [@foamontherunway](/creator/undefined) [@fjordphil](/creator/undefined) [@blackjack155361](/creator/undefined) [@kimsin6](/creator/undefined) [@omgwen3rds8](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@arminhartl](/creator/undefined) [@gorozen](/creator/undefined) [@ultradeep3](/creator/undefined) [@tonyp614284](/creator/undefined) [@jsmith8286](/creator/undefined) [@atsohom1](/creator/undefined) **Top assets mentioned** [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Seadrill Limited (SDRL)](/topic/$sdrl) [GMX (GMX)](/topic/$gmx) ### Top Social Posts Top posts by engagements in the last XX hours "Perhaps contra argument is that e.g. $RIG drewdown XX% from 2023 peak & is still XX% drawndown after doubling from lows. All depends where you start from I remember that survey of buyside someone posted earlier in year where not a single respondent expected DRs to stay in $400k's. All $300k's - or even back to $200k's So perhaps the offshore driller stocks are really only at the level they 'should' have fallen to if current DRs are indeed around trough level And all we've done is recover from a huge overreaction to downside culminating in Trump Dump in April (Obvs I have no idea really 🙃)" [X Link](https://x.com/ICBarrett/status/1997042220919103922) 2025-12-05T20:35Z 1715 followers, XXX engagements "$OIH $RIG $ODL.OL $NOL.OL $VAL $NE $SDRL I believe @BULLReturns is correct - and actually obviously so. It always seems this way at / after heavy cyclical lows. The question to ask yourself is what stock prices / market caps will these companies be trading at in an environment that forces newbuild drilling rig orders I have no idea on timing. But bookmark it - it's coming. It literally HAS to: the current - heavily rationalised & always depreciating / aging - fleet won't be enough for likely decades of rising oil consumption. Consider the huge narrative change that has already happened in the" [X Link](https://x.com/ICBarrett/status/1997741410573816185) 2025-12-07T18:54Z 1715 followers, 9695 engagements "$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.)" [X Link](https://x.com/ICBarrett/status/1993654068728701274) 2025-11-26T12:12Z 1716 followers, 7555 engagements "@Armin_Hartl I thought it was VERY weird that Kuppy turned & sold out of his offshore positions around April Trump Dump. Likely for not much more than 1/2 current $VAL price. I don't understand why he was unable / unwilling to look through volatility when it was so cheap" [X Link](https://x.com/ICBarrett/status/1993804200611074123) 2025-11-26T22:08Z 1716 followers, XXX engagements "Wow Are they telling us Bloomberg / mainstream media have an agenda & cannot be trusted - AGAIN $OIH $RIG $VAL $NE $SDRL" [X Link](https://x.com/ICBarrett/status/1993980522465239306) 2025-11-27T09:49Z 1716 followers, 9756 engagements "Thoughts & prayers for the offshore bears / Bloomberg takes (another) hit to credibility $OIH $RIG $VAL $NE $SDRL" [X Link](https://x.com/ICBarrett/status/1994002227690930489) 2025-11-27T11:15Z 1716 followers, 1939 engagements "Thanks. I like to try to consider how I would think / act from perspective of different players. I can't prove - but suspect - the scrapping of the additional X cold stacked rigs + equity raise were partly aimed to prove to operators that $RIG could (and would) hold out on contract terms. The interesting part of the offshore thesis is not just a cyclical recovery - but that supply vs. demand / competitive balance has shifted in favour of contractors through consolidation & rationalisation after a brutal almost decade long downturn (we're still some way from contract terms that justify the" [X Link](https://x.com/ICBarrett/status/1995424185699496163) 2025-12-01T09:26Z 1716 followers, XXX engagements "@Ultradeep3 Prob his $RIG short driving him mad" [X Link](https://x.com/ICBarrett/status/1995962715995865388) 2025-12-02T21:06Z 1713 followers, XXX engagements "$GMX.TO $GLBXF Dylan woke up and chose violence 👊🤣🤣 Jack & Dave Christie: we all think this (or similar). And we are NOT impressed with you gee-ing us all up over Ironwood & then apparently quietly shelving it. Total own goal / huge loss of credibility. You keep complaining your stock is far too cheap - but you will do anything other than back this up by buying back meaningful amounts. You go on and on about the evils of dilution - why can you not understand that shrinking the share count (at well below intrinsic value) is the exact positive equivalent (Please pass the message back to" [X Link](https://x.com/ICBarrett/status/1996204841454989523) 2025-12-03T13:08Z 1717 followers, XXX engagements "$GMX.TO $GLBXF Savage If Jack / $GMX management want to prove Dylan wrong - can be done v easily by backing up words: "woe is us our stock is so cheap no one understands us" with actions: "we have loads of cash our stock is grossly undervalued so we'll say thanks to Mr Market and take the opp to retire a ton of stock on the cheap." (P.S. I still suspect the gold / PMs / general commods bull market will provide enough of a tailwind for $GMX to 'work'. Jack is damned frustrating though.)" [X Link](https://x.com/ICBarrett/status/1996213867949511115) 2025-12-03T13:44Z 1717 followers, XXX engagements "Yes. I listened to your interview with @ragingbullcap that you shared link to - thanks. I picked up on a couple of things I would think about differently. Valuing $RIG's semi-subs lower than the UDW (drillships) is not the right way to think about their fleet. The 6th gen is latest generation of semi-subs. I think this causes confusion because people think they are older / less valuable than the 7G drillships. 6G semis is not same as 6G drillships. The way I think about it is Norway compliant 6th gen / high spec harsh environment semis should really be considered equivalent to the highest" [X Link](https://x.com/ICBarrett/status/1996652360580366508) 2025-12-04T18:46Z 1716 followers, XXX engagements "@FjordPhil Short term or long term - or both 😳" [X Link](https://x.com/ICBarrett/status/1997040314029068349) 2025-12-05T20:28Z 1711 followers, XX engagements "$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 1715 followers, 3900 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ICBarrett Yeoman of Ivy Grottage
Yeoman of Ivy Grottage posts on X about $rig, $val, $oih, $ne the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX +3.60%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX +31%
Mentions: XX #
- X Week X -XX%
- X Month XX +1.70%
- X Months XXX +3.60%
- X Year XXX +48%
Followers: XXXXX #
- X Week XXXXX +1.70%
- X Month XXXXX +2.80%
- X Months XXXXX +17%
- X Year XXXXX +67%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence cryptocurrencies #6569 finance XXX% countries XXXX% stocks XXXX%
Social topic influence $rig #4, $val #4, $oih #1, $ne #170, $sdrl #2, rigs #19, $odlol #1, $gmxto #1, $glbxf #1, gmx #79
Top accounts mentioned or mentioned by @100xcompounding @ragingbullcap @bullreturns @foamontherunway @fjordphil @blackjack155361 @kimsin6 @omgwen3rds8 @sfarringtonbkc @arminhartl @gorozen @ultradeep3 @tonyp614284 @jsmith8286 @atsohom1
Top assets mentioned Transocean LTD. (RIG) Validity (VAL) Noble Corporation (NE) Seadrill Limited (SDRL) GMX (GMX)
Top Social Posts
Top posts by engagements in the last XX hours
"Perhaps contra argument is that e.g. $RIG drewdown XX% from 2023 peak & is still XX% drawndown after doubling from lows. All depends where you start from I remember that survey of buyside someone posted earlier in year where not a single respondent expected DRs to stay in $400k's. All $300k's - or even back to $200k's So perhaps the offshore driller stocks are really only at the level they 'should' have fallen to if current DRs are indeed around trough level And all we've done is recover from a huge overreaction to downside culminating in Trump Dump in April (Obvs I have no idea really 🙃)"
X Link 2025-12-05T20:35Z 1715 followers, XXX engagements
"$OIH $RIG $ODL.OL $NOL.OL $VAL $NE $SDRL I believe @BULLReturns is correct - and actually obviously so. It always seems this way at / after heavy cyclical lows. The question to ask yourself is what stock prices / market caps will these companies be trading at in an environment that forces newbuild drilling rig orders I have no idea on timing. But bookmark it - it's coming. It literally HAS to: the current - heavily rationalised & always depreciating / aging - fleet won't be enough for likely decades of rising oil consumption. Consider the huge narrative change that has already happened in the"
X Link 2025-12-07T18:54Z 1715 followers, 9695 engagements
"$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.)"
X Link 2025-11-26T12:12Z 1716 followers, 7555 engagements
"@Armin_Hartl I thought it was VERY weird that Kuppy turned & sold out of his offshore positions around April Trump Dump. Likely for not much more than 1/2 current $VAL price. I don't understand why he was unable / unwilling to look through volatility when it was so cheap"
X Link 2025-11-26T22:08Z 1716 followers, XXX engagements
"Wow Are they telling us Bloomberg / mainstream media have an agenda & cannot be trusted - AGAIN $OIH $RIG $VAL $NE $SDRL"
X Link 2025-11-27T09:49Z 1716 followers, 9756 engagements
"Thoughts & prayers for the offshore bears / Bloomberg takes (another) hit to credibility $OIH $RIG $VAL $NE $SDRL"
X Link 2025-11-27T11:15Z 1716 followers, 1939 engagements
"Thanks. I like to try to consider how I would think / act from perspective of different players. I can't prove - but suspect - the scrapping of the additional X cold stacked rigs + equity raise were partly aimed to prove to operators that $RIG could (and would) hold out on contract terms. The interesting part of the offshore thesis is not just a cyclical recovery - but that supply vs. demand / competitive balance has shifted in favour of contractors through consolidation & rationalisation after a brutal almost decade long downturn (we're still some way from contract terms that justify the"
X Link 2025-12-01T09:26Z 1716 followers, XXX engagements
"@Ultradeep3 Prob his $RIG short driving him mad"
X Link 2025-12-02T21:06Z 1713 followers, XXX engagements
"$GMX.TO $GLBXF Dylan woke up and chose violence 👊🤣🤣 Jack & Dave Christie: we all think this (or similar). And we are NOT impressed with you gee-ing us all up over Ironwood & then apparently quietly shelving it. Total own goal / huge loss of credibility. You keep complaining your stock is far too cheap - but you will do anything other than back this up by buying back meaningful amounts. You go on and on about the evils of dilution - why can you not understand that shrinking the share count (at well below intrinsic value) is the exact positive equivalent (Please pass the message back to"
X Link 2025-12-03T13:08Z 1717 followers, XXX engagements
"$GMX.TO $GLBXF Savage If Jack / $GMX management want to prove Dylan wrong - can be done v easily by backing up words: "woe is us our stock is so cheap no one understands us" with actions: "we have loads of cash our stock is grossly undervalued so we'll say thanks to Mr Market and take the opp to retire a ton of stock on the cheap." (P.S. I still suspect the gold / PMs / general commods bull market will provide enough of a tailwind for $GMX to 'work'. Jack is damned frustrating though.)"
X Link 2025-12-03T13:44Z 1717 followers, XXX engagements
"Yes. I listened to your interview with @ragingbullcap that you shared link to - thanks. I picked up on a couple of things I would think about differently. Valuing $RIG's semi-subs lower than the UDW (drillships) is not the right way to think about their fleet. The 6th gen is latest generation of semi-subs. I think this causes confusion because people think they are older / less valuable than the 7G drillships. 6G semis is not same as 6G drillships. The way I think about it is Norway compliant 6th gen / high spec harsh environment semis should really be considered equivalent to the highest"
X Link 2025-12-04T18:46Z 1716 followers, XXX engagements
"@FjordPhil Short term or long term - or both 😳"
X Link 2025-12-05T20:28Z 1711 followers, XX engagements
"$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 2025-12-07T20:58Z 1715 followers, 3900 engagements