# ![@NatgasTurk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1546193631777898501.png) @NatgasTurk The Nat Gas Turk

The Nat Gas Turk posts on X about $ne, $val, $rig, $sdrl the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1546193631777898501/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546193631777898501/c:line/m:interactions.svg)

- [--] Week [-----] +826%
- [--] Month [------] +486%
- [--] Months [------] -71%
- [--] Year [-------] -92%

### Mentions: [--] [#](/creator/twitter::1546193631777898501/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546193631777898501/c:line/m:posts_active.svg)

- [--] Week [--] -18%
- [--] Month [--] -87%
- [--] Months [---] +269%
- [--] Year [---] +49%

### Followers: [-----] [#](/creator/twitter::1546193631777898501/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546193631777898501/c:line/m:followers.svg)

- [--] Week [-----] +0.28%
- [--] Month [-----] +1.20%
- [--] Months [-----] +11%
- [--] Year [-----] +75%

### CreatorRank: [---------] [#](/creator/twitter::1546193631777898501/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546193631777898501/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  40% [finance](/list/finance)  33% [countries](/list/countries)  13% [stocks](/list/stocks)  11% [currencies](/list/currencies)  4% [travel destinations](/list/travel-destinations)  3%

**Social topic influence**
[$ne](/topic/$ne) #465, [$val](/topic/$val) #43, [$rig](/topic/$rig) #52, [$sdrl](/topic/$sdrl) #13, [$tdw](/topic/$tdw) 16%, [$borr](/topic/$borr) 10%, [norway](/topic/norway) #1048, [rig](/topic/rig) #21, [in the](/topic/in-the) 6%, [gas](/topic/gas) #1965

**Top accounts mentioned or mentioned by**
[@tommydeepwater](/creator/undefined) [@100xcompounding](/creator/undefined) [@icbarrett](/creator/undefined) [@offshoremayor](/creator/undefined) [@lukeytrags](/creator/undefined) [@boolishcoal](/creator/undefined) [@johnrei39666313](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@mikeoilinvest](/creator/undefined) [@inovrmihd](/creator/undefined) [@comminvest](/creator/undefined) [@pasibasileios](/creator/undefined) [@accusatorsenior](/creator/undefined) [@knole11](/creator/undefined) [@colossusbio](/creator/undefined) [@beentherecap](/creator/undefined) [@mugsluck](/creator/undefined) [@edfin](/creator/undefined) [@energyrealist](/creator/undefined) [@christankerfund](/creator/undefined)

**Top assets mentioned**
[Noble Corporation (NE)](/topic/$ne) [Validity (VAL)](/topic/$val) [Transocean LTD. (RIG)](/topic/$rig) [Seadrill Limited (SDRL)](/topic/$sdrl) [Tidewater, Inc. (TDW)](/topic/$tdw) [Borr Drilling Limited (BORR)](/topic/$borr) [Golar LNG Ltd (GLNG)](/topic/$glng) [BW LPG Limited (BWLP)](/topic/$bwlp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@100xCompounding I'm amazed that $NE isn't more popular. Seems no one on Fintwit or the investment forums like them even though they have the best mgmt together with $RIG quality fleet (2nd best floaters after RIG and best JUs in CJ70s) great backlog great BS actual shareholder returns etc"  
[X Link](https://x.com/NatgasTurk/status/2022374258605805813)  2026-02-13T18:16Z [----] followers, [---] engagements


"@Pasi_Basileios Fortfarande halvmesyrer fulla qv undantag. [--] r hemvisttid fr barn (sedan kan frldrarna inte utvisas pga anknytning) ett frsrjningskrav som i storstderna klassar en som levande i relativ fattigdom mm. Allt detta har tagit [--] r bla pga en utredning p halvtid i [--] mnader"  
[X Link](https://x.com/NatgasTurk/status/2020831530533433481)  2026-02-09T12:05Z [----] followers, [---] engagements


"@AccusatorSenior Fullt av undantag. Statslsa dvs Palestinier fr efter [--] r barn efter [--] och d kan inte frldrarna utvisas pga anknytning frsrjningskrav p 20K som innebr relativ fattigdom i Stockholm grovt kriminella mste bara vnta lite lngre n idag mm. Allt detta tog [--] r"  
[X Link](https://x.com/NatgasTurk/status/2020833496533733731)  2026-02-09T12:13Z [----] followers, [---] engagements


"@TommyDeepwater Wow I did not see $VAL being taken over but rather VAL or $RIG buying $SDRL to create three major players. VAL's jackup fleet is doing well and I love diversification so I hope it is kept"  
[X Link](https://x.com/NatgasTurk/status/2020860633839759547)  2026-02-09T14:01Z [----] followers, [----] engagements


"@TommyDeepwater Solid report in line with expectations. The juicy stuff came with the earlier contracts announcement. I agree on the call tomorrow looking forward to it"  
[X Link](https://x.com/NatgasTurk/status/2021745812724740169)  2026-02-12T00:38Z [----] followers, [---] engagements


"Good Q3 report from $VAL: * $163M EBITDA * $237M ($198M) in FCF (including sale of JU Valaris 247) * $75M (likely 1.2-1.4M shares) repurchased * All [--] 7G DS that had near term availability now contracted and advanced talks regarding H2 [----] available rigs ongoing. $RIG $NE $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1983634070392467850)  2025-10-29T20:36Z [----] followers, [----] engagements


"$NE sells all six of their Harsh Environment Jack-Ups to $BORR (5) and a private company (1) for a total of $424M. After the transaction NE will only own Ultra-harsh CJ70 (Norway capable) JUs. Based on FCF generation of $50K/d the JUs are sold for about 4y of FCF each. $VAL $RIG"  
[X Link](https://x.com/NatgasTurk/status/1998170796284625164)  2025-12-08T23:20Z [----] followers, 11K engagements


"$SDRL signed a [--] month contract yesterday in GoM with LLOG using the 7G DS West Neptune. $48m in added backlog means $400K/d (likely excluding extras). Since it's already drilling for LLOG until May [--] there will be no whitespace. Decent contract. $VAL $NE $RIG"  
[X Link](https://x.com/NatgasTurk/status/2001012601011184107)  2025-12-16T19:32Z [----] followers, [----] engagements


"$NE just announced $1.3B in new contracts * GreatWhite will go to Norway for 3Y post $160M CAPEX netting $285K/d * Gerry de Souza (6G DS) to Nigeria for 2y for $400K/d * Endevour (50y old semi) for $300K/d * Developer (6G semi) $375K/d over [---] days. $VAL $RIG $SDRL $ODL"  
[X Link](https://x.com/NatgasTurk/status/2015732737664065992)  2026-01-26T10:25Z [----] followers, 11.3K engagements


"Exxon will also add [--] more years to their CEA in Guyana (keeping [--] 7G DS there into 2029) $50M in one-off CAPEX is expected. All rates include mobilization but excludes extras and bonuses. Very interesting to see them taking the hit to make GreatWhite Norway compatible"  
[X Link](https://x.com/NatgasTurk/status/2015732739404665267)  2026-01-26T10:25Z [----] followers, [---] engagements


"$NE is continuing their strategy of filling the orderbock as a high priority. [--] idle rigs will now start drilling again. The rates look decent. Especially for the semis. GreatWhite's DR is $430K (I adjusted it to include the CAPEX)"  
[X Link](https://x.com/NatgasTurk/status/2015732742684635432)  2026-01-26T10:25Z [----] followers, [---] engagements


"@TommyDeepwater Thanks Since the upgrades will be made in Norway and my understanding is that the Norwegians probably are the best in the world at offshore related project mngmt and the CS60 is a rig the Norwegians know well together with $NE having money the likelihood of CAPEX creep is low"  
[X Link](https://x.com/NatgasTurk/status/2020569094924169663)  2026-02-08T18:43Z [----] followers, [---] engagements


"$NE confirms that The GreatWhite will during it's 3y contract with AkerBP generate enough cashflow to pay back the cost of the upgrades/"Norwegisation" during the first 2y leaving a rig that has a much higher NPV and better contract outlook. NE mgmt showing their quality"  
[X Link](https://x.com/NatgasTurk/status/2021982273101508653)  2026-02-12T16:18Z [----] followers, [----] engagements


"@k_nole11 @100xCompounding I prefer dividends buybacks have a tendency to be executed at tops and at the discretion of the mgmt (look at $VAL) with a dividend I reinvest if I think the stock is too cheap. I know in the US there are tax benefits of a buyback but in Sweden dividends are tax exempt"  
[X Link](https://x.com/NatgasTurk/status/2022412754188210409)  2026-02-13T20:49Z [----] followers, [--] engagements


"$NE on jackups: Utilization of Noble's [--] marketed jackups improved to 77% in the second quarter up from 67% utilization during the prior quarter. Leading edge harsh environment jackup dayrates are in the mid $200Ks per day in Norway and $130K to $150K per day in other North Sea"  
[X Link](https://x.com/NatgasTurk/status/1818744552188264581)  2024-07-31T20:24Z [----] followers, [----] engagements


"Last $NE spam of the evening. They achieved an average DR during Q2 of $436K for the active floater fleet and $156K for the JU fleet. That has to be deemed impressive and best of the drillers. Comparison for example with $VAL getting $340K resp $120K. $RIG $SDRL $DO $BORR"  
[X Link](https://x.com/NatgasTurk/status/1818761310437544100)  2024-07-31T21:31Z [----] followers, [----] engagements


"From $VAL Q2 call: We are tracking [--] floater tenders with a duration of at least [--] year these tenders are having an average duration of [---] years. [--] of these are expected to be awarded in the next [--] months. We see the greatest number offshore Africa. $RIG $NE $DO $SDRL $TDW"  
[X Link](https://x.com/NatgasTurk/status/1819015766785540171)  2024-08-01T14:22Z [----] followers, [----] engagements


"@ColossusBIO No idea I'm not a technical trader or care about the short term. What the market does and not day-to-day I will never understand. But $VAL for sure had a more bullish undertone compared to $NE that were a bit more prudent"  
[X Link](https://x.com/NatgasTurk/status/1819025269652365585)  2024-08-01T14:59Z [----] followers, [---] engagements


"@BeenThereCap It's the PMI numbers from the US scaring the market. $NE had a fuckup-free call and saw similar movements at the same time. So did $TDW that didn't even report (and pretty much all companies in the energy sector)"  
[X Link](https://x.com/NatgasTurk/status/1819031505068249160)  2024-08-01T15:24Z [----] followers, [---] engagements


"@MugsLuck Steady as she goes (good report). $NE are getting some really nice assets and some they can sell to $DDRIL or some Indians no one has heard of (which I expect is what will happen NE will keep the blackships and the two DP semis and sell the moored rigs)"  
[X Link](https://x.com/NatgasTurk/status/1820972326709829725)  2024-08-06T23:56Z [----] followers, [---] engagements


"@ed_fin Looks like the market agrees with my initial assessment. This deal wasn't that impressive. $AGAS.OL seems to undersell their assets to $BWLP And as always half of Oslo probably already knew about the deal and therefore already made a nice quick profit that they exited today 😎"  
[X Link](https://x.com/NatgasTurk/status/1824069635328692687)  2024-08-15T13:04Z [----] followers, [---] engagements


"@LukeyTrags Nice at these NEWC prices that $WHC.AX still can pay out dividends from the NSW assets under the covenants. And $YAL.AX should be absolutely printing FCF at [---] USD thermal"  
[X Link](https://x.com/NatgasTurk/status/1824212994936672672)  2024-08-15T22:34Z [----] followers, [---] engagements


"$yal.ax $YAL Reports profits per share of [----] cents for H1 [----] and no interim dividend. Are they saving up for an acquisition Can't come up with any other reason why they wouldn't pay a dividend considering their FCF and balance sheet"  
[X Link](https://x.com/NatgasTurk/status/1825457365799293363)  2024-08-19T08:58Z [----] followers, [----] engagements


"@_EnergyRealist Big quality and age difference. $SHLF has old rigs (average age is around [--] years) since they are Transocean's old divestments mainly. $BORR has modern high-spec rigs with an average age of around [--] years"  
[X Link](https://x.com/NatgasTurk/status/1825876256396575115)  2024-08-20T12:43Z [----] followers, [----] engagements


"@boolishcoal Fully agree $WHC.AX should be able to pay off their BMA purchase in only 2-3 years and then have a twice the size operation without any share dilution. If $YAL.AX can do the same alone or in a JV then just go for it. Will mean so much more dividends in a few years time"  
[X Link](https://x.com/NatgasTurk/status/1825918323730583627)  2024-08-20T15:30Z [----] followers, [---] engagements


"$whc.ax $whc Sells 30% of the Blackwater mine to Nippon Steel and JFE Steel for US$1.08B wow 😲 Very impressive deal"  
[X Link](https://x.com/NatgasTurk/status/1826388788085751960)  2024-08-21T22:39Z [----] followers, [----] engagements


"$WHC.AX had a net debt of AUD$1.3B at the end of June [----] meaning that after this transaction closes in Q1 [----] they should be back in net cash again after doubling their production without diluting the shareholders. Insane"  
[X Link](https://x.com/NatgasTurk/status/1826390208386138546)  2024-08-21T22:45Z [----] followers, [----] engagements


"@boolishcoal If $YAL $YAL.AX can buy Kestrel just using their cash (i.e no vendor financing with covenants or loan from mother etc) then that would be a fantastic deal since it would mean more FCF and more dividends almost straight away"  
[X Link](https://x.com/NatgasTurk/status/1847013092204380542)  2024-10-17T20:33Z [----] followers, [---] engagements


"@christankerfund $CLCO was my 2nd largest holding but I sold all my shares for [---] NOK. Don't see a trigger in the coming year or so and any cuts (even small) in the div would send them under [---] (since people hold the share as a div-play). Keeping some of the cash and some went to $GLNG and $VAL"  
[X Link](https://x.com/NatgasTurk/status/1850903201995739273)  2024-10-28T14:11Z [----] followers, [---] engagements


"You know $DDRIL is a bombed out case with [--] expectations left when the news of an order termination (although with a $20M cancellation fee) and a stranded rig with a half-done SPS lifts the share price. The string of "bad luck" they've had can't be a coincidence. $DDRIL.OL"  
[X Link](https://x.com/NatgasTurk/status/1859168687573319834)  2024-11-20T09:35Z [----] followers, [----] engagements


"@Shipping_VIE $VAL and $DOFG $DOFG.OL seems to be where Fredriksen is buying at the moment nice to see"  
[X Link](https://x.com/NatgasTurk/status/1862632812945326567)  2024-11-29T23:00Z [----] followers, [----] engagements


"$NE repurchased 1M shares (0.63% of total outstanding) during Nov. Of the 24M shares issued for the acquisition of Diamond 7M has been repurchased so far. At this pace the entire share count issued to old DO holders should be repurchased in about a year. $VAL $RIG $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1862655323271500033)  2024-11-30T00:30Z [---] followers, [----] engagements


"@niubi1988 No view have very little onshore services exposure. Only hold $PD.TO $WFRD and $DTI for onshore (the two latter have offshore exposure too)"  
[X Link](https://x.com/NatgasTurk/status/1862808730607227127)  2024-11-30T10:39Z [----] followers, [---] engagements


"With Fredriksen's aggressive buying in $VAL (he now owns 9.4%) the [--] largest drillers all have Scandinavian shipping tycoons/families as largest shareholders (Maersk family owns 21.4% of $NE and Frederik Mohn owns 10.4% of $RIG). Hard not to be bullish long term. $SDRL $BORR"  
[X Link](https://x.com/NatgasTurk/status/1863748435947421927)  2024-12-03T00:53Z [---] followers, 26.9K engagements


"Nice contract for $NE in Ghana at a day rate of $475K (likely slightly less "clean" though). The set-up with a break during the contract for the SPS allows for minimum white-space. Hopefully we'll see a few more good announcements before YE (looking at you $VAL) $RIG $SDRL $BORR"  
[X Link](https://x.com/NatgasTurk/status/1869695651891777840)  2024-12-19T10:45Z [---] followers, [----] engagements


"@TommyDeepwater No I fully get your point and agree with it just tried to get an understanding of your numbers. :) After visiting a cold stacked OSV a few years ago and seeing what happens to it with time I'm pretty convinced a lot of the multi-year cold stacked floaters will never drill again"  
[X Link](https://x.com/NatgasTurk/status/1870498137938469355)  2024-12-21T15:54Z [----] followers, [---] engagements


"@MarhelmData $DOFG.OL $DOFG really has an impressive fleet great EBITDA-capacity their subsea PM-focus means that they can pocket more of the margin and last but not least they are known as a good place to work unlike ex the largest US-players meaning better retention of experienced staff"  
[X Link](https://x.com/NatgasTurk/status/1873844104045748279)  2024-12-30T21:30Z [----] followers, [---] engagements


"Fantastic news for $GLNG we're getting very close to a further $200M of EBITDA per year which will be used to increase shareholder returns and finance more FLNG-units. The FCF-machine is building at a steady pace and will be one of very few long term oil & gas holdings of mine. 📢 BP has achieved #firstgas flow at a #gas project #offshore #Mauritania and #Senegal said to be the biggest project in the oil majors portfolio and one of the deepest most complex #naturalgas developments in #Africa. ⚓ ➡ https://t.co/3HC8wxC4vl #oilgas https://t.co/fC09c9mjYI 📢 BP has achieved #firstgas flow at a"  
[X Link](https://x.com/NatgasTurk/status/1874790821444432287)  2025-01-02T12:12Z [----] followers, [----] engagements


"$NE lands a 180d contract for the Noble Developer (6G benign semi). The rig has been idle for a while and the gross day rate seems to be $389K but then Noble pays the mobilization and demobilization. Acceptable considering market and the rig's current idle status $RIG $VAL $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1887463052213207505)  2025-02-06T11:27Z [---] followers, [----] engagements


"$AOI said during the Q1 call on Friday that they're in the process of contracting a rig for the multi well infill drilling campaign on the Agbami field (Nigerian JV with Chevron) scheduled to start early [--]. Water depth is 1500m so likely going to be a 7G DS. $RIG $VAL $NE $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1924084001637081589)  2025-05-18T12:45Z [----] followers, [----] engagements


"$NE lands another contract short but in direct continuation with the current one for Noble Viking meaning no white space. $34M through [--] days gives $723K per day 😲 Though including extras and mob/demob but still $RIG $VAL $SDRL $TDW"  
[X Link](https://x.com/NatgasTurk/status/1930360291667390917)  2025-06-04T20:25Z [----] followers, [----] engagements


"$NE has landed a new contract in Bulgaria (Black Sea) for OMV Petrom starting Q4. The 6G Globetrotter I will drill [--] wells over [--] months for $80M ($655K/d - likely including mob/demob). Not bad for a rig that Noble has hinted that they might scrap. $RIG $VAL $SDRL $BORR $TDW"  
[X Link](https://x.com/NatgasTurk/status/1947583759517130928)  2025-07-22T09:05Z [----] followers, [----] engagements


"@100xCompounding Great summary. I agree with your take that all things considered $NE probably is the best drilling investment out there. They've over the last few years done almost everything right. Probably partly due to Swedish tax law but I prefer divideds over buybacks too"  
[X Link](https://x.com/NatgasTurk/status/1962596753657475446)  2025-09-01T19:21Z [----] followers, [---] engagements


"@ICBarrett On the other hand $NE has managed their balance sheet and shareholders a lot better than $RIG over the last 3-4 years. I do agree though that RIGs call was a breath of fresh air. Looking forward to seeing where $VAL comes in on the near-term optimism scale"  
[X Link](https://x.com/NatgasTurk/status/1983896682161913978)  2025-10-30T14:00Z [----] followers, [---] engagements


"Geoscience provider Viridien $VIRI.PA reports a strong quarter and pick-up in activity from the E&Ps leading to a 27% YoY revenue increase. VIRI's services are the first step in the exploration process. Another sign of coming headwinds for the drillers. $RIG $VAL $NE $SDRL $TDW"  
[X Link](https://x.com/NatgasTurk/status/1984031979365659052)  2025-10-30T22:57Z [----] followers, [----] engagements


"@TommyDeepwater There is likely a reason why John Fredriksen decided to invest in $VAL instead of in his old baby $SDRL (which he practically built) after both came out of C11. Mgmt started out right with the purchase of Aquadrill and the divestments but since then it's been no bueno"  
[X Link](https://x.com/NatgasTurk/status/1986549053803331727)  2025-11-06T21:39Z [----] followers, [---] engagements


"@TommyDeepwater Btw don't they have a CJ70 JU in Norway still drilling with ConocoPhillips that has a contract running to [----] but with options to continue to [----] Might be why they talk NCS capex"  
[X Link](https://x.com/NatgasTurk/status/1986550222818832816)  2025-11-06T21:44Z [----] followers, [---] engagements


"@MashReez That one they've had for long they just renewed it. What really matters is if they actually use it and purchase outstanding shares or not. Since the end of June they have not repurchased a single share"  
[X Link](https://x.com/NatgasTurk/status/1988029313330139585)  2025-11-10T23:41Z [----] followers, [---] engagements


"@100xCompounding $TDW has also clearly said in calls/interviews that the aim of their M&A is to lower the average fleet age by buying younger high-spec ships. Buying Hornbeck would instead increase the average fleet age"  
[X Link](https://x.com/NatgasTurk/status/1988297829669011774)  2025-11-11T17:28Z [----] followers, [---] engagements


"@offshoremayor Interesting the speculation I have heard is that they're or have been looking at Seacor $SMHI to get a hold of their modern PSVs (7y old on average). Seacor currently has a MC of about $200M so even with a 50% premium $TDW can buy them outright using 50% of their existing cash"  
[X Link](https://x.com/NatgasTurk/status/1988398379597262920)  2025-11-12T00:08Z [----] followers, [---] engagements


"@offshoremayor Do you know the approximate average age of Harvey's fleet Listened to a chat with $TDW CEO where he was explicit that a key goal with their M&A efforts would be to lower their average fleet age"  
[X Link](https://x.com/NatgasTurk/status/1988399680472920267)  2025-11-12T00:13Z [----] followers, [---] engagements


"@offshoremayor Interesting looking fairly quick at their webpage (i.e not creating a spreadsheet with all the vessels) their fleet overall seems to be fairly modern (most larger PSVs are [----] and newer) plus most (all) Jones Act classified"  
[X Link](https://x.com/NatgasTurk/status/1988404937081188419)  2025-11-12T00:34Z [----] followers, [--] engagements


"@WTI_God @offshoremayor Nice thank you for the details"  
[X Link](https://x.com/NatgasTurk/status/1988555292099944835)  2025-11-12T10:31Z [----] followers, [---] engagements


"@100xCompounding @TexasTradMan Even a merger paid with shares would not be of interest. $NE is 21% owned by the Maersk family trust that is dependent on dividends. They've increased their ownership through market purchases not indicating an interest to sell. Fredriksen in $VAL is also not known as a seller"  
[X Link](https://x.com/NatgasTurk/status/1991305271998558651)  2025-11-20T00:39Z [----] followers, [---] engagements


"@100xCompounding What is nice with $NE and $VAL is that you get the cash flow from both asset types giving more stability. NE who has quite long contracts on their UDW fleet has an upside from potential North Sea JU uptick while VAL has a long term JU book but short term UDW upside"  
[X Link](https://x.com/NatgasTurk/status/1995186752906994028)  2025-11-30T17:42Z [----] followers, [---] engagements


"@100xCompounding Plus I don't like how RIG and BORR have treated their shareholders in the last few years (mainly BORR but RIG's share dilution has been brutal too). BORR's management overall does not give a lot of confidence"  
[X Link](https://x.com/NatgasTurk/status/1995192516560437548)  2025-11-30T18:05Z [----] followers, [---] engagements


"@TommyDeepwater So very similar rates to what $NE and $VAL signed recently for similar assets. AU means OPEX on the high side too. $RIG not being better or worse than the competitors at the moment in terms of contracting"  
[X Link](https://x.com/NatgasTurk/status/1998161387030212856)  2025-12-08T22:42Z [----] followers, [---] engagements


"@lasse108 Disappointed personally even though the price is acceptable. I liked the fact that $NE had probably the highest spec JU-fleet out there combined with one of the highest spec floater fleets. That's a nice edge spreading the risk by adding more earning stability"  
[X Link](https://x.com/NatgasTurk/status/1998173364536627368)  2025-12-08T23:30Z [----] followers, [---] engagements


"@ragingbullcap I'd partly agree if they would just use the proceeds to aggressively buy back shares (or buy a chunk in bulk from existing owners etc) but considering the $150M long term notes etc I doubt that will happen. The more I read about it the more I wonder what $NE mgmt is doing here"  
[X Link](https://x.com/NatgasTurk/status/1998179293055353280)  2025-12-08T23:54Z [----] followers, [---] engagements


"@ICBarrett Disappointing rate yes but net it should be similar to what $RIG gets for Skyros due to AU being higher OPEX. $VAL likely more keen to ensure long term CF on some rigs since they have the warm newbuilds they can bid into an improving market. They've been fairly clear about that"  
[X Link](https://x.com/NatgasTurk/status/1999426678003511397)  2025-12-12T10:30Z [----] followers, [---] engagements


"@ICBarrett It's different strategies indeed. $VAL has contracts rolling off soon as well as warmstacked newbuilds. They have made it clear that they were keen on getting a few rigs on longer contracts even if the rate is lower in order to increase earnings visibility & keep the positive FCF"  
[X Link](https://x.com/NatgasTurk/status/1999435655114621263)  2025-12-12T11:06Z [----] followers, [---] engagements


"@ICBarrett @JohnRei39666313 On the other hand $VAL shareholders have seen repurchases while $RIG has diluted theirs by increasing the share count with 80% in the last [--] years (VAL reducing theirs 8% during the same time). So maybe Valaris contracting has suited them quite well so far"  
[X Link](https://x.com/NatgasTurk/status/1999443593594044925)  2025-12-12T11:37Z [----] followers, [---] engagements


"@TommyDeepwater Well spotted Quite capable rig for being a 6G rig with MPD and other modifications over the years. What would be a good rate for a 1-2y contract in Malaysia for her $350K + MPD"  
[X Link](https://x.com/NatgasTurk/status/2003157411465777258)  2025-12-22T17:35Z [----] followers, [---] engagements


"@ICBarrett @EnergyRealist25 @goldseek Same here also been a good year in emerging markets"  
[X Link](https://x.com/NatgasTurk/status/2007553799335096433)  2026-01-03T20:44Z [----] followers, [--] engagements


"@100xCompounding Great discussion thank you Hopefully we'll see some sell-off now after Trump's new insane EU tariffs and coming trade war. I've owned TDW for several years and sold off a lot when it was over $100/share. Wouldn't mind buying back some for cheap"  
[X Link](https://x.com/NatgasTurk/status/2012676873893888017)  2026-01-18T00:02Z [----] followers, [---] engagements


"@LukeyTrags Looking forward to proper buybacks and increased dividends again after the summer when the last chunk of the loan is paid off. As long as the politicians stay away from more royalties I don't see why we wouldn't comfortably climb over $20/share and stay there"  
[X Link](https://x.com/NatgasTurk/status/2014117934025552361)  2026-01-21T23:28Z [----] followers, [---] engagements


"@SFarringtonBKC That's my take too not a lot needed for a 20% correction on PM-prices at these levels and then stocks will sell off (no matter fundamentals). As the USD weakens and loses global power (at least over the mid term) gold will go up. But a straight up trend feels dangerous"  
[X Link](https://x.com/NatgasTurk/status/2015798832785748398)  2026-01-26T14:47Z [----] followers, [---] engagements


"@tiefighter19921 @SFarringtonBKC I'm sure there is upside left. But I'm really an energy investor (that's my bread and butter) who made 300% in silver miners so I took the profit and decided to be happy. If there is a big correction I'll enter again. I'm way more comfortable when sectors are hated than hyped"  
[X Link](https://x.com/NatgasTurk/status/2016097228335497485)  2026-01-27T10:33Z [----] followers, [--] engagements


"@LukeyTrags More than happy that irrational people gave me the opportunity to back up the truck and load a few K of sweet $YAL.AX shares for $5.2 each. Thank you aussies (and Chinese.) for providing a Swede with juicy dividends 🫡"  
[X Link](https://x.com/NatgasTurk/status/1859746541856227345)  2024-11-21T23:51Z [----] followers, [---] engagements


"@TommyDeepwater Very good news going to be interesting to see how much work $DDRIL.OL can secure when the newer rigs are all occupied or at least have become very expensive. Should be good for $NE too with their harsh jackups. Long term $AKSO will benefit greatly too"  
[X Link](https://x.com/NatgasTurk/status/1758108229928648775)  2024-02-15T12:37Z [----] followers, [---] engagements


"@mike_oil_invest @inovrmihd Yes it is understood $NE did the same when they bought Maersk drilling $SDRL when they acquired Aquadrill etc. It's common practice and good for shareholders if the issuing is done to acquire something at a discount that will deliver more value then what the dilution caused"  
[X Link](https://x.com/NatgasTurk/status/1800196732980228116)  2024-06-10T16:02Z [----] followers, [---] engagements


"@mike_oil_invest @inovrmihd To exemplify $TDW diluted my holding with something like 20% or so to acquire Swire Pacific after that my shares went up 300-400% in less than two years. That's a very good deal"  
[X Link](https://x.com/NatgasTurk/status/1800198465303277864)  2024-06-10T16:08Z [----] followers, [---] engagements


"@TommyDeepwater My guess is that she will always be a bit subpar fetching slightly lower (but still nice) rates. Odfjell are (like DOF on the OSV side) famous for just having excellent rigs that people want to work on. However I think this is a great move by NE long term. They're playing it well"  
[X Link](https://x.com/NatgasTurk/status/2015754844749939132)  2026-01-26T11:53Z [----] followers, [---] engagements


"@freakmaster222 @shay_shvartz Correct it got a new topside then. But even if it would have been newly built in [----] it still would be classified as old. A lot of semis (and drillships) newer than that have been towed to the breakers in the last few years"  
[X Link](https://x.com/NatgasTurk/status/2015888883850911936)  2026-01-26T20:45Z [----] followers, [--] engagements


"@Comm_Invest Great news there are likely 10++ million ounces of gold waiting to be found in Vsterbotten. Boliden and all the minor players have just scratched the surface. There is also no opposition to mining there the locals always know someone working in the mines or for a contractor"  
[X Link](https://x.com/NatgasTurk/status/2016592337640587279)  2026-01-28T19:20Z [----] followers, [----] engagements


"@Comm_Invest Loading up on Hemlo at $6 CAD per share today. A steal even with today's production and [----] gold. All upside that will come from optimisation and infill drilling + gold over [----] not included. I might be a weirdo but I love these days. Like a 50% sale of favourite wines"  
[X Link](https://x.com/NatgasTurk/status/2019472084334727615)  2026-02-05T18:03Z [----] followers, [---] engagements


"@Edark94 Swedish people buying a Swedish uranium story were always a bit slow. Completely unrealistic to believe that uranium will be mined in Sweden. And even if a mine would be approved next likely government would stop it because Social Democrats would sell out to the Greens for power"  
[X Link](https://x.com/NatgasTurk/status/2019493952227856421)  2026-02-05T19:30Z [----] followers, [---] engagements


"$VAL just announced a 2y contract for 7G DS-10 in West Africa commencing mid-2026. Total contract value not including additional services is $352M or $482K per day. Very good and a confidence boost for the whole sector $RIG $NE $SDRL $TDW $BORR https://www.valaris.com/news/news-details/2025/Valaris-Announces-Two-Year-Contract-Award-for-Drillship-VALARIS-DS-10/default.aspx https://www.valaris.com/news/news-details/2025/Valaris-Announces-Two-Year-Contract-Award-for-Drillship-VALARIS-DS-10/default.aspx"  
[X Link](https://x.com/anyuser/status/1906808053162295397)  2025-03-31T20:37Z [----] followers, 23.1K engagements


"$VAL sells a [--] year old Jack-up for $108M (4.3% of VAL's market cap as of closing today). VAL has [--] JU now where the majority are higher spec than the sold Valaris [---] this is a very good deal. Hopefully the proceeds will go straight to share repurchases. $NE $BORR $SHLF"  
[X Link](https://x.com/anyuser/status/1919492133548929292)  2025-05-05T20:39Z [----] followers, 36K engagements


"@ICBarrett @JohnRei39666313 Agree partly but think it is more nuanced also. $RIG has benefitted by $VAL locking up rigs reducing availability. But I also agree with $VAL reactivating in a way that lowered rates for all. The winner will be the company that from now gives their shareholders the best return"  
[X Link](https://x.com/NatgasTurk/status/1999448504993980648)  2025-12-12T11:57Z [----] followers, [---] engagements


"$NE on deepwater demand in Q2 report: "Although demand has been flat over the past [--] months and appears likely to remain approximately flat into mid [----] we expect several sizeable development programs will drive another leg of growth from late [----] and [----]. $RIG $VAL $SDRL"  
[X Link](https://x.com/anyuser/status/1818742931643416978)  2024-07-31T20:18Z [----] followers, [----] engagements


"From the $NE Q2 call: 5-10 incremental ultra deep water drillrigs needed by [----] driven by Brazil that will add about half of those rigs. Until then the dayrates are expected to stay in high $400Ks to low $500Ks for 7G rigs. $RIG $VAL $DO $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1819005905129664843)  2024-08-01T13:42Z [----] followers, [----] engagements


"$DOFG.OL $DOFG reports increase in backlog after $1.05B intake to $2.6B (from $1.94 in Q1) giving good visibility into [--] CF of $119M ($75M) tightens EBITDA guidance to $500-520M for [--] and is amortizing ahead if schedule. Very impressive considering where they were a year ago"  
[X Link](https://x.com/NatgasTurk/status/1825987091261464686)  2024-08-20T20:03Z [----] followers, [----] engagements


"@olvehe The currency thing seemed like accounting technicalities though Strong quarter either way. $DOFG is on the way to become a subsea powerhouse printing FCF"  
[X Link](https://x.com/NatgasTurk/status/1826008291476123719)  2024-08-20T21:27Z [----] followers, [---] engagements


"$NE just came with a very good Q4 report: * $575M returned to shareholders during [----] * Q4 EBITDA of $319M ($291M in Q3) net profit of $97M ($89M) from a 77% (82%) fleet utilisation. * Guiding $3250M - $3450M in Rev & $1050M - $1150M in EBITDA for [----] $VAL $RIG $SDRL $BORR"  
[X Link](https://x.com/NatgasTurk/status/1891595093867442488)  2025-02-17T21:06Z [----] followers, 15.3K engagements


"$NE smashes it out of the ballpark with a massive (30%) increase in backlog "Approximately [--] rig years of new contract awards representing $2.2 to $2.7 billion of revenue potential; backlog increased to $7.5 billion." Previous guidance for [----] kept $VAL $RIG $SDRL $BORR"  
[X Link](https://x.com/anyuser/status/1916948167607685307)  2025-04-28T20:10Z [----] followers, 28.9K engagements


"$DOFG.OL $DOFG in their Q1 report: "We expect significant backlog additions in the next months to further increase earnings visibility. . thus see potential to increase the quarterly dividend going forwards" This from a company currently having a 14% div yield 🤠 $TDW $SOFF"  
[X Link](https://x.com/NatgasTurk/status/1923286737121358007)  2025-05-16T07:57Z [----] followers, [----] engagements


"Good report from $VAL but the fact that they didn't take advantage of the big share price drop and used that $63M in FCF for share repurchases is a big disappointment. Hopefully tomorrow's call will explain or at least give a hint about why (preparing to buy $SDRL ) $NE $RIG"  
[X Link](https://x.com/NatgasTurk/status/1950654759213613115)  2025-07-30T20:28Z [----] followers, [----] engagements


"Decent $NE Q2: * $282M in adj EBITDA * $107M in FCF * $0.5 in div * Small reduction in [----] rev guidance but slight increase in EBITDA guidance. * $380M in new contracts backlog now at $6.9B * 6G Globetrotter II as well as two stacked jackups held for sale. $VAL $RIG $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1952826299539701911)  2025-08-05T20:17Z [----] followers, [----] engagements


"Dirt cheap $SMHI (Seacor Marine) sells [--] liftboats (non-core assets) for $76M retains [--] modern PSVs (younger + more high-spec fleet than ex $TDW) [--] liftboats and [--] FSVs. SMHI market value is about $150M with further $310M in net debt. Likely selling to become takeover target"  
[X Link](https://x.com/NatgasTurk/status/1953496548429455420)  2025-08-07T16:40Z [----] followers, [----] engagements


"Noble signs extensions for [--] of [--] blackships (top range amongst the 7G drillships) of 2Y each with BP in the GoM for a total of $620M or $422K/d. Both ships have MPD which based on the wording likely is included in the rate. $NE $VAL $RIG $SDRL $TDW"  
[X Link](https://x.com/NatgasTurk/status/1973859589029511213)  2025-10-02T21:16Z [----] followers, 12.8K engagements


"Good report overall from $NE: *$254M EBITDA *$139M FCF *$0.5/share in quarterly div *Backlog at $7B excl mob/de-mob with recent fixtures in low $400K/d for 7G rigs *JU Reacher sold for $28M Backlog to keep NE's div going until dayrates go higher again. $RIG $VAL $SDRL $TDW"  
[X Link](https://x.com/NatgasTurk/status/1982905439349289334)  2025-10-27T20:21Z [----] followers, [----] engagements


"Will listen in to the call tomorrow but the comments by $VAL in their report regarding the near term outlook sounds more positive than what $NE signaled in theirs. $RIG $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1983637101498527999)  2025-10-29T20:48Z [----] followers, [----] engagements


"Geoscience provider Viridien $VIRI.PA reports a strong quarter and pick-up in activity from the E&Ps leading to a 27% YoY revenue increase. VIRI's services are the first step in the exploration process. Another sign of coming tailwinds for the drillers. $RIG $VAL $NE $SDRL $TDW"  
[X Link](https://x.com/NatgasTurk/status/1984199754113531940)  2025-10-31T10:04Z [----] followers, [----] engagements


"Viridien $VIRI $VIRI.PA up 31% so far today in Paris after yesterday's report"  
[X Link](https://x.com/NatgasTurk/status/1984225904189735310)  2025-10-31T11:48Z [----] followers, [---] engagements


"Micro cap Drilling Tools International $DTI with an MC of $72M (net debt of $47M) guides to deliver 15-19M in FCF this year (EBITDA of 32-42) even with the low amount of rigs drilling globally. In Q3 they reduced net debt with $8.9M and repurchased 0.8% of shares outstanding"  
[X Link](https://x.com/NatgasTurk/status/1986547505425957244)  2025-11-06T21:33Z [----] followers, [---] engagements


"$TDW Q3 ok but not more. Interesting is the lack of share repurchases in the quarter even though the cash position now is $428M (FCF of $83M in Q3) with no near term debt amortizations. Therefore likely gearing up for an acquisition. $DOFG.OL $SMHI $SOFF.OL $SEA1.OL"  
[X Link](https://x.com/NatgasTurk/status/1988001422835675276)  2025-11-10T21:50Z [----] followers, [----] engagements


"Cardinal Energy $CJ.TO $CJ has been really impressive the last [--] years. When most of Fintwitt/oil-people said that there were no way they could sustain the dividend or complete Reford on time and on budget they showed they could do both. CJ is steadily building a SAGD beast"  
[X Link](https://x.com/NatgasTurk/status/1988034645833716176)  2025-11-11T00:02Z [----] followers, [----] engagements


"Personally I'm disappointed that $NE is selling. I really do like the mix of high spec Jack-Ups and floaters giving more stability in earnings and more options for contracting. Since NE now is losing scale in the JU sector I'd say they'll likely sell their CJ70 JUs too soon"  
[X Link](https://x.com/NatgasTurk/status/1998172638204793007)  2025-12-08T23:27Z [----] followers, [----] engagements


"$CJ.TO $CJ goes from strength to strength. Redord SAGD hit nameplate prod [--] mth ahead of schedule with prod exceeding guidance (6500bbl/d vs 6000). Current oilprice allows for net debt neuteality with current dividend while $60 WTI means increased activity and debt reduction"  
[X Link](https://x.com/NatgasTurk/status/2010837257242943954)  2026-01-12T22:12Z [----] followers, [---] engagements

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