# ![@Michele_g_inv Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::80051970.png) @Michele_g_inv Michele

Michele posts on X about oil, ai, $val, in the the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::80051970/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::80051970/c:line/m:interactions.svg)

- [--] Week [-----] +29%
- [--] Month [-----] +30%
- [--] Year [------] -82%

### Mentions: [--] [#](/creator/twitter::80051970/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::80051970/c:line/m:posts_active.svg)

- [--] Week [--] +200%
- [--] Month [--] +200%

### Followers: [---] [#](/creator/twitter::80051970/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::80051970/c:line/m:followers.svg)

- [--] Week [---] +6.80%
- [--] Month [---] +27%

### CreatorRank: undefined [#](/creator/twitter::80051970/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::80051970/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[oil](/topic/oil), [ai](/topic/ai), [$val](/topic/$val), [in the](/topic/in-the), [$eden](/topic/$eden) #16, [business](/topic/business), [close](/topic/close), [stable](/topic/stable), [debt](/topic/debt), [brazil](/topic/brazil)

**Top accounts mentioned or mentioned by**
[@ayusovalue](/creator/undefined) [@stonkmetal](/creator/undefined) [@luigidimaio](/creator/undefined) [@joshyoung](/creator/undefined) [@calvinfroedge](/creator/undefined) [@arminhartl](/creator/undefined) [@sumayaaq](/creator/undefined) [@guttolo](/creator/undefined) [@carlocalenda](/creator/undefined) [@masaraht](/creator/undefined) [@voltitalia](/creator/undefined) [@pdnetwork](/creator/undefined) [@piueuropa](/creator/undefined) [@italiaincomune](/creator/undefined) [@malinvested](/creator/undefined)

**Top assets mentioned**
[Validity (VAL)](/topic/$val) [Eden (EDEN)](/topic/$eden) [Transocean LTD. (RIG)](/topic/$rig)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Not a big #oil expert butOPEC close to max capacity US #shale production decline from [----] IEA missing estimates for years little capex stable demand massive #energy from AI gold/WTI & SPX/WTI near hist max am seriously looking for an entry point on O&G equities 🛢"  
[X Link](https://x.com/anyuser/status/1980392886719094936)  2025-10-20T21:57Z [---] followers, [--] engagements


"Huge position for us as well. Market cap is 4.1bn. Net debt is not 1.3bn but more around [---] as you normalize for seasonality (peak cash absorption Jan to march). Very poor communication by mgmt . Raise capex substantially to grow and provide conservative guidance giving the feeling i invest but not Sure how much Im gonna grow . Still stupidly cheap relative to asset base (FMV of hotels and cruises above implied EV) . Need to change communication dramatically and show some boldness"  
[X Link](https://x.com/Michele_g_inv/status/1998779561345945921)  2025-12-10T15:39Z [---] followers, [--] engagements


"Quite disappointed by banks and analyst coverage on recent $VAL announcement of offshore contract from shell. The drillship was idle somewhere and the supposedly low rate (375k per day) is a re-activation rate. Shell is taking a risk to use this idled ship and is likely paying re activation costs. To us this is a bullish signal as shell wasnt probably able to find available ship on the market. Buying into the weakness 🛢"  
[X Link](https://x.com/Michele_g_inv/status/1999545846602318219)  2025-12-12T18:24Z [---] followers, [---] engagements


"@JoshYoung Slowly buying in $VAL and other offshores trading way below replacement cost (at current rates) with spare capacity in [--] somebody got to replenish inventory at lower breakevens ;-) and theyre gonna pay no ships supply out there in the medium term"  
[X Link](https://x.com/Michele_g_inv/status/2000995844804210691)  2025-12-16T18:26Z [---] followers, [----] engagements


"@calvinfroedge Canadians should be 💩 their 👖(we own some of them). With more cheap VZ heavy oil US refiners could refine more light shale oil. Refiners should benefit but you need to fix the infra first. Get services companies with auth to operate (disc. We own WFRD)"  
[X Link](https://x.com/Michele_g_inv/status/2007476669796221334)  2026-01-03T15:38Z [---] followers, [----] engagements


"Great work Armin. To us it's a simple downside vs upside scenario and willingness to wait. If demand keeps up supply starts to plateau in US (see Doomberg and somebody's else analysis on where the heck the US is going to put propane. besides shale depletion) there's just offshore oil with plentiful oil and reasonable breakevens. With rigs supply decreasing (as your excellent charts point out) these drillers are becoming a "semi-oligopoly" and can become easily price maker gushing out cash. The market needs to readjust. the trend is there. (DISC: we own VAL RIG). It's a question of when rather"  
[X Link](https://x.com/Michele_g_inv/status/2011442259745456318)  2026-01-14T14:16Z [---] followers, [--] engagements


"$EDEN is quite unique; we prefer Edenred when compared to Pluxee. The "ex meal voucher" business is growing double digits generates incredible amount of cash; Brazil Italy news fully embedded in the price. Government regulations are doing the exact opposite of what they intend to do. i.e. killing competition by imposing huge barriers of entry on the CAC making this market a duopoly. Huge opportunity here for a multibagger. https://twitter.com/i/web/status/2021181934609531098 https://twitter.com/i/web/status/2021181934609531098"  
[X Link](https://x.com/Michele_g_inv/status/2021181934609531098)  2026-02-10T11:18Z [---] followers, [---] engagements


"MASTERPIECE deal by $RIG Using relatively priced own equity to buy attractively valued $VAL Buys optionality builds quasi monopoly deleverages becomes a cash cow Should be taught in corporate finance classes fantastic opportunities in others left . ⛽🛢"  
[X Link](https://x.com/anyuser/status/2020889677188702231)  2026-02-09T15:57Z [---] followers, [----] engagements


"@AyusoValue Wisely done. we like the fact that with $EDEN you basically get the voucher business for free while riding the fuel cards fleet org etc"  
[X Link](https://x.com/Michele_g_inv/status/2021183148957094365)  2026-02-10T11:23Z [---] followers, [---] engagements


"@Armin_Hartl It's just the beginning. we're going down to the size "curve". Dramatically increased Saipem last year. going deeper on "non US" drillers"  
[X Link](https://x.com/Michele_g_inv/status/2020855405518127294)  2026-02-09T13:40Z [---] followers, [---] engagements


"They'll need to sell/dispose of ships to other players. Not yet sure how many (we are doing this analysis as we speak) but major offshore players (TTE XOM etc) will be fuming with antitrust and will put a lot of pressure. We have been shareholder of Saipem for some time. same story; we modeled less ship in the new conso entity. Maths still works BEAUTIFULLY; we think the same applies to RIGVAL. Just by the market concentration substantial oligopoly these companies should command a major premium. We are looking at triple digit returns if played right and with deeep patience for volatility"  
[X Link](https://x.com/Michele_g_inv/status/2020917142405656761)  2026-02-09T17:46Z [---] followers, [---] engagements


"Leaving aside oil and gas where we think theres the most interesting setup in decades (companies trading at 3x FCF on 70-80 oil) Stupidly cheap stuff can be found in Travel and Leisure if youre willing to stomach some volatility (look at IAG TUI Jet2); these companies are generating loads of cash and trading below replacement costs. Emerging market especially LATAM related; you can find European companies with embedded latam optionality (Telefonica carrefour telecom Italia etc) paying nice dividends trading al low fCF multiples. Then you have all the automotive world stellantis now trading as"  
[X Link](https://x.com/Michele_g_inv/status/2021195452465504256)  2026-02-10T12:12Z [---] followers, [--] engagements


"@stonkmetal @AyusoValue Hong Kong real estate looks dramatically interesting too reits trading at [---] book and the city is about to boom again. Fricking Casinos in Macao etc Its the most interesting market in decades if one is willing to look beyond US and the usual names"  
[X Link](https://x.com/Michele_g_inv/status/2021196033733333297)  2026-02-10T12:14Z [---] followers, [--] engagements


"yup dividend is a good floor but we believe the stock is trading below replacement value. "simple" math: 1) Merchant Network (2M Partners) Acquisition KYC POS setup @ 400/unit -- Value: 0.8B 2) B2B Client Portfolio (1M Companies) The crown jewel. Sticky recurring revenue @ [----] CAC -- Value: 2.5B 3) User Base (60M Employees) Captive high-frequency daily users @ [--] CAC -- Value: 2.4B 4) Tech & Licenses (Global Platform) EMI licenses in [--] countries + Codebase -- Value: 1.0B Total Replacement Cost: 6.7B They have something like 1.7B on net debt (including minorities). Equity "replacement" value"  
[X Link](https://x.com/Michele_g_inv/status/2021185846922084842)  2026-02-10T11:33Z [---] followers, [---] engagements


"The upside downside ratio is just too compelling to be ignored. The market treats $eden and $plx as dead meat SAAS dying company due to be replaced by something else or perennial decrease in business due to AI replacing workforce. Id say we will have different issues if that is the case. Theres stuff out there in other sectors as well behaving pretty much similarly ;-) https://twitter.com/i/web/status/2021190632731979787 https://twitter.com/i/web/status/2021190632731979787"  
[X Link](https://x.com/Michele_g_inv/status/2021190632731979787)  2026-02-10T11:52Z [---] followers, [---] engagements


"Its likely that theyll be forced to sell out 3/4 ships To get the deal done. 300M each at depressed valuations (being conservative here) reduces net debt by 0.9b-1.2bn. Put up some cost synergies of 200M. Youre looking at a beast with potential 2.7bn in EBITDA (on a rather conservative scenario) being the dominant in an oligopoly with a combined 14-15bn EV at current EqV gushing cash from every pore. Youre looking at least at a 80% upside from current levels knowing the replacement value is still up there . If oil stays up youre looking at a multi bagger. If recession comes thats another"  
[X Link](https://x.com/Michele_g_inv/status/2021645236112613742)  2026-02-11T17:59Z [---] followers, [---] engagements


"MASTERPIECE deal by $RIG Using relatively priced own equity to buy attractively valued $VAL Buys optionality builds quasi monopoly deleverages becomes a cash cow Should be taught in corporate finance classes fantastic opportunities in others left . ⛽🛢"  
[X Link](https://x.com/anyuser/status/2020889677188702231)  2026-02-09T15:57Z [---] followers, [----] engagements


"⛽Shopping spree in Canadian oil sector for us today Huge opportunity to buy in  and 🍒 on 🍰 maybe the new gov will seriously think about a new 1mbd pipeline given what COULD happen with Venezuela"  
[X Link](https://x.com/anyuser/status/2008239598972076461)  2026-01-05T18:10Z [---] followers, [--] engagements


"🛢interesting setup in certain #offshore drillers: - Trading (EVs) below asset values - daily rates going up (especially for state of the art ships/rigs) - utilization rate going up as demand expected to increase as new supply sources need to come up (shales Hubbert curve reaching top of the bell) especially in the golden triangle (golf of Mexico/america west Africa Brazil) - basically no new supply of ships/rigs in the forthcoming years - huge barriers of entry; incumbent likely to get nice pricing Trade is quite volatile for the time being but from 2H26 we should be starting to see backlog"  
[X Link](https://x.com/anyuser/status/1992671426877202491)  2025-11-23T19:07Z [---] followers, [---] engagements


"🤔 let us understand EIA says theres an enormous supply glut (which we havent seen even during Covid) sending alarm bells (even if prices didnt really move) all over the place . And now tells you we need to drill to sustain output. Definitely also long drillers (I have an offshore 🌊 bias) Oil producers need to step up drilling to sustain output EIA says Oil producers need to step up drilling to sustain output EIA says"  
[X Link](https://x.com/anyuser/status/1986172244230611321)  2025-11-05T20:42Z [---] followers, [---] engagements


"Oil producers need to step up drilling to sustain output EIA says"  
[X Link](https://x.com/anyuser/status/1986156591909831001)  2025-11-05T19:40Z 19.5K followers, 17.8K engagements


"⛏Even if #copper 🪨and miners had some run we are still at the beginning. Spoke with an Italian company manufacturing copper winding machines. Order book full till [----] been told that historically its a sign copper would likely increase once this capex cycle gets into production cycle"  
[X Link](https://x.com/anyuser/status/1986126005073805543)  2025-11-05T17:38Z [---] followers, [---] engagements


"Not a big #oil expert butOPEC close to max capacity US #shale production decline from [----] IEA missing estimates for years little capex stable demand massive #energy from AI gold/WTI & SPX/WTI near hist max am seriously looking for an entry point on O&G equities 🛢"  
[X Link](https://x.com/anyuser/status/1980392886719094936)  2025-10-20T21:57Z [---] followers, [--] engagements


"Wow Tom Brady may have just delivered the greatest quote Ive ever heard. To be successful at anything the truth is you dont have to be special. You just have to be what most people arent: consistent determined and willing to work for it"  
[X Link](https://x.com/anyuser/status/1801262300021850202)  2024-06-13T14:36Z 395.3K followers, 8.6M engagements


"Oggi @SumayaAQ stata insultata a Palazzo Marino perch indossava il velo. Un gesto inaccettabile. A lei va la mia solidariet e il mio sostegno: Milano una citt aperta e antirazzista"  
[X Link](https://x.com/anyuser/status/1095764627751866368)  2019-02-13T19:20Z 116.9K followers, [----] engagements


"I love Italy it's the place where our European civilization was born. It's very painful for me to see such political degeneration. Watch my full speech 👇"  
[X Link](https://x.com/anyuser/status/1095621064837791744)  2019-02-13T09:49Z 499.4K followers, [----] engagements


".@luigidimaio non si presenta ai tavoli delle crisi industriali e ha tagliato i fondi per gli investimenti di Industria [---]. Ma come si fa a essere contro lavoro e imprese mentre lItalia sta entrando in recessione E una follia. intervista #cartabianca su Rai3"  
[X Link](https://x.com/anyuser/status/1095960328582713344)  2019-02-14T08:17Z 488.5K followers, [----] engagements


"Caro @luigidimaio sei un bugiardo. Non hai rimodulato nulla ma solo tagliato il piano del 50%. In secondo luogo gli incentivi andavano a imprese di tutte le dimensioni per la stragrande maggioranza PMI. Ti aspetto dove vuoi e quando vuoi per fare un confronto"  
[X Link](https://x.com/anyuser/status/1095705170896437250)  2019-02-13T15:24Z 488.5K followers, [----] engagements


"#DiMaio costa 400mila di rimborsi spese e lo stipendio: 120mila. 191mila in attivit sul territorio. 50mila in missioni non ufficiali. 74mila in spese logistiche e partecipazione eventi. Il #M5s da anni dice di non prendere rimborsi e restituire. Come no. #facciamorete"  
[X Link](https://x.com/anyuser/status/1094688462584926209)  2019-02-10T20:04Z [----] followers, [---] engagements


"Una mia lettera aperta al Governo giallo-verde. Un po' lunga perdonatemi. Se vi va arrivate fino al mondo. Altrimenti fermatevi a questo incipit: Cialtroni. Il vostro difetto non lincapacit ma larroganza. http://www.mauroberruto.com/2019/01/una-mia-lettera-aperta-al-governo-giallo-verde/ http://www.mauroberruto.com/2019/01/una-mia-lettera-aperta-al-governo-giallo-verde/"  
[X Link](https://x.com/anyuser/status/1083684125482147841)  2019-01-11T11:16Z 38.7K followers, [----] engagements


"#UltimOra Vince #Mahmood: Salvini richiama lambasciatore a Sanremo #Sanremo2019 #Soldi - di @guttolo https://www.lercio.it/vince-mahmood-salvini-richiama-lambasciatore-a-sanremo/ https://www.lercio.it/vince-mahmood-salvini-richiama-lambasciatore-a-sanremo/"  
[X Link](https://x.com/anyuser/status/1094399109493084161)  2019-02-10T00:54Z 932.6K followers, [----] engagements


"Quello che colpisce che i populisti non sono mai a fianco dellItalia che lavora studia insegna produce e fatica. Ma magari erano a Parigi con i gillet gialli"  
[X Link](https://x.com/anyuser/status/1094266015909847040)  2019-02-09T16:05Z 488.5K followers, [----] engagements


"RT @CarloCalenda: Certo che rispondo. Mi hanno messo allindice. Sono molto fiero di non aver accettato consulenze ne altro anche non stand"  
[X Link](https://x.com/anyuser/status/1094215941326540800)  2019-02-09T12:46Z [---] followers, [---] engagements


"Certo che rispondo. Mi hanno messo allindice. Sono molto fiero di non aver accettato consulenze ne altro anche non stando in parlamento. un sacrificio ma lho fatto perch voglio essere irreprensibile. Quindi si facessero sotto Non sono pap Di Maio e Di Battista. Avanti"  
[X Link](https://x.com/anyuser/status/1094147372458934272)  2019-02-09T08:13Z 488.5K followers, [----] engagements


"HT @masaraht"  
[X Link](https://x.com/anyuser/status/1093919655675207681)  2019-02-08T17:09Z 18.5K followers, [---] engagements


"Isolati in UE recessione instabilit finanziaria e aumento spread investimenti fermi occupati in calo. Se non ci uniamo per beghe identitarie e li lasciamo vincere siamo tutti da ricovero. @VoltItalia @pdnetwork @Piu_Europa @ItaliainComune #SiamoEuropei"  
[X Link](https://x.com/anyuser/status/1093759473406132224)  2019-02-08T06:32Z 488.5K followers, [----] engagements


"Sole24Ore: "Quota [---] Inps: molti pensionati sono disoccupati soprattutto al Sud". quindi quanti nuovi assunti per ogni disoccupato che va in pensione "superata" la Fornero. e io pagoooo"  
[X Link](https://x.com/anyuser/status/1092468506254340103)  2019-02-04T17:02Z [---] followers, [--] engagements

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