# ![@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)  [finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies) 

**Social topic influence**
[$ne](/topic/$ne) #379, [$val](/topic/$val) #34, [$rig](/topic/$rig) #27, [$sdrl](/topic/$sdrl) #9, [$tdw](/topic/$tdw), [val](/topic/val), [$do](/topic/$do), [norway](/topic/norway), [$borr](/topic/$borr), [debt](/topic/debt)

**Top accounts mentioned or mentioned by**
[@tommydeepwater](/creator/undefined) [@offshoremayor](/creator/undefined) [@icbarrett](/creator/undefined) [@mugsluck](/creator/undefined) [@100xcompounding](/creator/undefined) [@christankerfund](/creator/undefined) [@cornelialake](/creator/undefined) [@ultradeep3](/creator/undefined) [@edfin](/creator/undefined) [@shippingvie](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@marhelmdata](/creator/undefined) [@hkuppy](/creator/undefined) [@energyrealist](/creator/undefined) [@charlesbonnerjr](/creator/undefined) [@fjordphil](/creator/undefined) [@lasse108](/creator/undefined) [@lukeytrags](/creator/undefined) [@foamontherunway](/creator/undefined) [@jensodlander](/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/$glng) [Transportadora de Gas del Sur S.A. ADS (TGS)](/topic/$tgs) [Cool Company Ltd. (CLCO)](/topic/$clco)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@PerThornblad Completely rebuilt in [----] to a Gen [--] rig though. Think they said pretty much only the rig structure was kept the rest switched out. The real kicker is if they can get their two [----] rebuilt Gen [--] rigs working for over $300K/day. If so $DDRIL trades far below 1Y FCF"  
[X Link](https://x.com/NatgasTurk/status/1633910752506519552)  2023-03-09T19:20Z [----] followers, [---] engagements


"$500M for [--] years (912 days) gives a dayrate of 548K (if ignoring that some is one-off fees but still). Very very impressive contract. Well done $NE showing they have the best management team together with $RIG but with a much better balance sheet $VAL $DO $SDRL Shell and Petrobras book Nobles drillships https://t.co/k6Bo9ioLmZ #oilandgas #oilandgasnews #offshoreenergy @Shell @petrobras @noblecorpplc Shell and Petrobras book Nobles drillships https://t.co/k6Bo9ioLmZ #oilandgas #oilandgasnews #offshoreenergy @Shell @petrobras @noblecorpplc"  
[X Link](https://x.com/NatgasTurk/status/1657011782676783105)  2023-05-12T13:16Z [---] followers, [----] engagements


"@CorneliaLake What is needed glad to read it $VAL should just take a look at $NE that two years ago was exactly in the same position with same size same typ of fleet and with the post C11 then copy what Noble is doing and everyone will be happy"  
[X Link](https://x.com/NatgasTurk/status/1663531570630729729)  2023-05-30T13:03Z [---] followers, [--] engagements


"@TheDriller11 Haha what Both $NE and $VAL (haven't checked SDRL) have lower utilisation on their jack-ups compared to the floaters. NE also has higher EBITDA margins on their floater fleet (VAL higher on jack-ups currently but will change when new floater contracts roll over)"  
[X Link](https://x.com/NatgasTurk/status/1687021019158982656)  2023-08-03T08:42Z [---] followers, [--] engagements


"From $NE call: As many as [--] rigs might be needed just for CCS drilling in the North Sea in the future Also the other information about the cycle is just golden. Anyone interested in offshore drilling should listen to NE Q2 [----] call their best call so far $VAL $RIG $SDRL $DO"  
[X Link](https://x.com/NatgasTurk/status/1687099133163905026)  2023-08-03T13:52Z [---] followers, [----] engagements


"The Swedish government wants to build at least [--] new #nuclear reactors until [----] with the goal of doubling the electricity production says the minister for climate and the environment at a press conference earlier today #uranium $KAP $CCJ $U.U $U.UN"  
[X Link](https://x.com/NatgasTurk/status/1689211819062140929)  2023-08-09T09:47Z [---] followers, [----] engagements


"Impressive Q2 report from $SDRL with much higher EBITDA and profit than expected. Nice to see shareholder returns. Of the [--] large drillers $RIG $VAL $NE and SDRL SDRL is the cheapest but also with a lot of less flattering contracts. Can be nice when they roll over though"  
[X Link](https://x.com/NatgasTurk/status/1691363579532890113)  2023-08-15T08:17Z [---] followers, [---] engagements


"$SDRL made it very clear during their Q2 call that reactivating their [--] cold stacked floaters is only something they will consider if the customer pays for it fully upfront (since "the risk needs to be shared in this industry"). Impressive call $VAL $RIG $NE $DO $TDW"  
[X Link](https://x.com/NatgasTurk/status/1691476851556786177)  2023-08-15T15:48Z [---] followers, [----] engagements


"Sentiment around the drillers/OFS is super bullish even more mainstream inv podcasts/media have started to talk about how cheap the drillers are. As a contrarian this for sure is a bit uncomfortable. Anyone has a thought through bear case to share $VAL $NE $RIG $DO $TDW $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1696619354484363538)  2023-08-29T20:22Z [---] followers, [---] engagements


"Noble $NE just landed a $470K clean dayrate contract in the GoM on a 7G drillship commencing in Nov [----] and stretching for [--] months. Client will pay a mobilization fee and extras (like MPD) on top of the 470K $500K is really around the corner now $VAL $RIG $DO $SDRL $TDW"  
[X Link](https://x.com/NatgasTurk/status/1697541176432177455)  2023-09-01T09:25Z [---] followers, [----] engagements


"@MugsLuck Do you know if the presentations are recorded and can or will be accessible somewhere"  
[X Link](https://x.com/NatgasTurk/status/1699146637732450812)  2023-09-05T19:45Z [---] followers, [---] engagements


"@jasperw1jk Coal where you can buy good names like $WHC for 2x EV/FCF or crappy but cheap ones like $TGA or some Indonesian names for even less"  
[X Link](https://x.com/NatgasTurk/status/1699502700516233522)  2023-09-06T19:19Z [---] followers, [---] engagements


"@MugsLuck That's not too impressive considering it is one of the newer G7 rigs on the market. Wondering why they couldn't squeeze out more Feels more like something $VAL would sign right now and not $RIG 😅"  
[X Link](https://x.com/NatgasTurk/status/1700199187990601915)  2023-09-08T17:27Z [---] followers, [----] engagements


"@MugsLuck You can really say that while $RIG has the most balance sheet leverage (both debt and asset wise) $VAL has the most manegeral leverage. If they could even reach $NE or $SDRL level over the coming 2-3 years they'd have a chance off the highest rerate among the [--] largest players"  
[X Link](https://x.com/NatgasTurk/status/1701226473342796123)  2023-09-11T13:29Z [---] followers, [---] engagements


"@CorneliaLake @WankensteinsM @MarhelmData What would your take on a $SDRL and $DO merger be When DO relisted the explicitly said that they saw themselves as a good takeover candidate due to fleet size/type (they have only top end 7gen drillships worlds best semisub + some older stuff that can be sold off to ex $DDRIL)"  
[X Link](https://x.com/NatgasTurk/status/1706211824486453310)  2023-09-25T07:39Z [----] followers, [---] engagements


"@Ultradeep3 We're talking about Gen [--] rigs but to lock in a day rates of low-mid 400's for another [--] years in reality (one year until start then [--] year contracts) in this environment doesn't sound too appealing"  
[X Link](https://x.com/NatgasTurk/status/1714551172780949859)  2023-10-18T07:57Z [---] followers, [---] engagements


"@Ultradeep3 A good sign is to see if $NE and $RIG (and lately $DO too) are interested or not. No RIG and no NE likely means not too appealing this is based purely on NE and RIG signing way better contracts than the rest in the last [--] years"  
[X Link](https://x.com/NatgasTurk/status/1714559069309026647)  2023-10-18T08:28Z [---] followers, [----] engagements


"@ICBarrett @TommyDeepwater If they lock in Gen [--] rigs for say mid-300 over 5-6 years it is a total disgrace. They should just call $NE and ask how to sign [--] year contracts with market based repricing mechanisms. I own $VAL since I thought the tide would raise them but will sell if the rumours are true"  
[X Link](https://x.com/NatgasTurk/status/1715478779340947490)  2023-10-20T21:23Z [---] followers, [---] engagements


"$NE beats expectations ups the div guids higher for [----]. Showing why they're hands down the finest of the drilling companies. Management rigs (don't forget they have some of the nicest jack-ups too) contracting balance sheet earning capacity is top notch. $VAL $RIG $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1719451330027098609)  2023-10-31T20:28Z [---] followers, [----] engagements


"$NE vs $RIG comparison from Q3: NE Avg DR: $404K Avg Utz: 77% RIG Avg DR: $391K Avg Utz: 49% Who is playing this best Pros and cons in both ways. I prefer NE's approach here. However the whole sector can be grateful that RIG is conservative with reactivations unlike $VAL"  
[X Link](https://x.com/NatgasTurk/status/1719489929384706520)  2023-10-31T23:02Z [---] followers, [----] engagements


"@ed_fin As always with $VAL worst in class in terms of contracting. A lot is due to legacy priced options though but still"  
[X Link](https://x.com/NatgasTurk/status/1720030968747078141)  2023-11-02T10:51Z [---] followers, [---] engagements


"Diamond Offshore $DO announcing a $154M over [--] day contract excl mob-costs for a G7 top spec drillship. Giving a $513K/d. However 20-30K of that is likely extras like MPD. Although short contract this is the closest to $500K/d contract so far this cycle. $RIG $VAL $NE $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1724063599541223808)  2023-11-13T13:56Z [---] followers, 21.5K engagements


"@ICBarrett @Ultradeep3 @FoamOnTheRunway @hkuppy @CorneliaLake $RIG has great mgmt but in my opinion $NE is also up there (have highest avg floater DR both currently and in backlog) but has a much better balance sheet than $RIG does. $DO has repricing leverage and great mgmt too. Would hold $RIG if they were the only way to play the sector"  
[X Link](https://x.com/NatgasTurk/status/1725822873053307163)  2023-11-18T10:26Z [---] followers, [---] engagements


"@ICBarrett @Ultradeep3 @FoamOnTheRunway @hkuppy @CorneliaLake I hold $VAL but that is since their relisting have trimmed the position over time and redistributed into other offshore companies still plan to hold $VAL as a gamble on "the tide lifts all the boats" but it I hold them below $RIG in all aspects besides the balance sheet"  
[X Link](https://x.com/NatgasTurk/status/1725823802926309692)  2023-11-18T10:30Z [---] followers, [---] engagements


"@ICBarrett The guy is an absolute clown no idea why he gets so much (media) attention. He happened to be lucky through investing in small cap oil in [----]. Since then now when actual analysis is needed he has been mostly wrong probably since he blocks everyone with a different view"  
[X Link](https://x.com/NatgasTurk/status/1728146707991466083)  2023-11-24T20:20Z [---] followers, [---] engagements


"@sthlmshoger Vnstern borde stdja kolbrytning istllet. Kolkraftverk och naturgas kar medellivslngden i hela vrlden tack vare mer energi vilket skapar tillvxt. Folk blir allt friskare fder frre barn samt inte minst ser framtidshopp i sina egna lnder s att de kan stanna kvar dr"  
[X Link](https://x.com/NatgasTurk/status/1734610597441089783)  2023-12-12T16:26Z [---] followers, [--] engagements


"@ed_fin Bought some more in the dip yesterday I think they'll clean up the balance sheet a lot quicker than the market expects. Their business is very well run operationally they have a great reputation amongst E&Ps and they seem to be able to sign good contracts"  
[X Link](https://x.com/NatgasTurk/status/1735258850880606284)  2023-12-14T11:22Z [---] followers, [---] engagements


"Merry Xmas from my hunting charlet in a cold and snowy Sweden Several of my best investments have been analysed and executed from here with a whisky by the fire over the years. Hope you all get a nice and relaxing Xmas with lots of relaxation and enjoyment"  
[X Link](https://x.com/NatgasTurk/status/1738965097202974919)  2023-12-24T16:49Z [---] followers, [---] engagements


"$val announces a new 3-year contract with Peteobras for their 6th Gen drillship DS-4 with a DR in the high 400000s after mobilisation and cost of extra services. Not bad for such a comparably "low-spec" rig compared to the rest out there. $NE $RIG $SDRL $DO"  
[X Link](https://x.com/NatgasTurk/status/1742186681933930529)  2024-01-02T14:10Z [---] followers, [----] engagements


"@staunovo Good things the hydrodams in Sweden and Norway are full with water after a rainy summer because the wind farms aren't spinning when it's that cold"  
[X Link](https://x.com/NatgasTurk/status/1742996544310129019)  2024-01-04T19:48Z [---] followers, [---] engagements


"@_EnergyRealist They're a lot more impressive in real life compared to the pictures aren't they Any of them that looked to be in better shape than the others"  
[X Link](https://x.com/NatgasTurk/status/1746284234954662354)  2024-01-13T21:33Z [---] followers, [---] engagements


"$SDRL just announced a [---] day contract for its 7Gen DS West Vela. The contract value is $735M or $490K per day excluding MPD services and will start in Q3 [----]. More FCF to use for aggressive buybacks lined up. SDRL is currently setting the tone here. $RIG $VAL $NE $TDW $DO"  
[X Link](https://x.com/NatgasTurk/status/1752082972109390268)  2024-01-29T21:35Z [---] followers, [----] engagements


"@offshoremayor What are the laws for carrying weapons onboard mechant ships Sometimes videos are circulating of crew or PMCs defending the ship with weapons. But I assume you cannot just bring a bunch of ARs with you Is it the gun laws of the flag state that dictates on international waters"  
[X Link](https://x.com/NatgasTurk/status/1752290767249248334)  2024-01-30T11:20Z [---] followers, [---] engagements


"@offshoremayor $NE is my favourite too. Best mix of assets best balance sheet and reasonable valuation. And so far they've shown to have a good management. The long contracts with Exxon in Guyana and Aker BP in Norway shows that they seem to do things right operationally too"  
[X Link](https://x.com/NatgasTurk/status/1754650496248217799)  2024-02-05T23:37Z [---] followers, [---] engagements


"@MugsLuck Will be more common as the dayrates go up. Why bother having a drilling company on your balance sheet with all the responsibilities when you can pay $190K a day and just ditch them when needed. Another story at $800K though then to own an asset with $200K in CAPEX is attractive"  
[X Link](https://x.com/NatgasTurk/status/1754949234346914054)  2024-02-06T19:24Z [---] followers, [---] engagements


"@MugsLuck It's in GoM that the smash of the $500K ceiling needs to happen since it is there that the costs are the highest for operating a DS. And since the 7G "black-ships" that $DO have are likely the best 7G ships out there this fixture is a bit of a disappointment. $NE $VAL $RIG $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1755570828995920236)  2024-02-08T12:34Z [---] followers, [---] engagements


"@offshoremayor @christankerfund Interesting is $SDRL one of the companies that are the worst run operationally What I hear from old colleagues still in the industry is that $VAL is also poor while $DO $NE $RIG and $ODL are all quite good of the floater operators. Old Mearsk Drilling stood out quality wise"  
[X Link](https://x.com/NatgasTurk/status/1757494292984062446)  2024-02-13T19:57Z [---] followers, [---] engagements


"@ICBarrett @Ultradeep3 I see the $RIG thesis but I don't see any actual signs that they can execute in a way that will outperform their post C11-peers. To add if if if there is a case where some projects are short term postponed due to current oil price RIG will be hit much harder than say $NE or $VAL"  
[X Link](https://x.com/NatgasTurk/status/1759915656961458541)  2024-02-20T12:19Z [---] followers, [----] engagements


"@DocumentBeneath @AsplingLudvig Ludvig fr grna rtta mig om jag har fel men allt snack om att terkalla medborgarskap kommer bara glla IS-resenrer (motsvarande) och ett och annat bedrgeri. Den stora massan multikriminella invandrare (ven Delta gym Armeniern) kommer f behlla sina svenska medborgarskap"  
[X Link](https://x.com/NatgasTurk/status/1759918563639414947)  2024-02-20T12:30Z [---] followers, [--] engagements


"Great report from $VAL. Who would have thought a year ago that VAL would be doing a lot of things right and be the one lifting the drillers back up again after $RIG disappointment Let's hope $NE can continue the trend with a good report today and an equally good call tomorrow"  
[X Link](https://x.com/NatgasTurk/status/1760679347445457295)  2024-02-22T14:54Z [---] followers, [----] engagements


"@James56487175 $DDRIL $DDRIL.OL is an underrated company. Old rigs but the management is top notch. When the modern North Sea spec rigs are all booked then Dolphin will shine. If they can get [--] rigs on drilling contracts and one rig on P&A work they will likely have a 100% FCF-yield"  
[X Link](https://x.com/NatgasTurk/status/1761125701913075923)  2024-02-23T20:27Z [----] followers, [---] engagements


"@Mangan150 What's your view on beer In general it's been easy for me to stop eating bread pasta rice candy pastries etc since I prefer vegetables dairy meat and eggs anyway. But craft beer is a huge passion of mine. Would lessen life quality to stop drinking it. 😅"  
[X Link](https://x.com/NatgasTurk/status/1763571220736295064)  2024-03-01T14:25Z [---] followers, [---] engagements


"@TommyDeepwater Good summary Though doesn't Diamond Offshore's semi- sub Ocean Great White fall under the category of a Harsh Environment 6G SS capable of working in Norway $DO"  
[X Link](https://x.com/NatgasTurk/status/1776594662712578352)  2024-04-06T12:55Z [---] followers, [---] engagements


"@tomsamuelsson Frst tyst minut sedan stter vi igng med att spendera [--] mnader med att skriva direktiv till en framtida tvrsutredning om [--] mnader lngre straff. Sedan driver vi igenom knslagen med snabbspr och firar en gng till att danstillstndet gjordes om i marginalen. /Moderaterna"  
[X Link](https://x.com/NatgasTurk/status/1778720514212499785)  2024-04-12T09:43Z [---] followers, [--] engagements


"@ICBarrett I did agree on your take a year ago but over the last year or so $VAL has actually done most things right and consistently too so not just fluking. Last few contracts have been impressive they've a good strategy for their [--] warm stacked G7-rigs and the revenue efficiency is good"  
[X Link](https://x.com/NatgasTurk/status/1786318285593600321)  2024-05-03T08:54Z [---] followers, [---] engagements


"Steady and stable report by $NE today but with very good guidance and outlook. Lot of people seem to think that Noble is the "boring" option. But they deliver have the best contracts (together with $RIG) and the best balance sheet + pay dividend. I love boring $VAL $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1787591146148929801)  2024-05-06T21:11Z [---] followers, [----] engagements


"@MugsLuck I thought the twice-a-year price adjustment mechanism was only in place for the 4x G7 ships on contract with Esso/Exxon in Guyana"  
[X Link](https://x.com/NatgasTurk/status/1787605782525005982)  2024-05-06T22:10Z [---] followers, [---] engagements


"@Hierony69122434 Great article i celebrated my $TDW investment's 10-bagging by selling half. I believe in the company short and mid-term but also think they start to be valued at perfection. Robotti's investment has been heavily used by the pumpers but they're quiet now when he is selling"  
[X Link](https://x.com/NatgasTurk/status/1789969127915794496)  2024-05-13T10:41Z [---] followers, [---] engagements


"$DO with a [--] year contract in GoM worth $350m plus MPD giving a clean rate of $480k p/d. Decent for a two year contract but GoM is high cost. Since it is a continuation there is no downtime or mobilisation in between contracts. The money printer is warming up $RIG $VAL $NE $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1790839949731795401)  2024-05-15T20:21Z [---] followers, [----] engagements


"$SDRL is doing a lot of great things at the moment. The recent announcement of the sale of the [--] jack-ups for a very good price ($338M in cash) and the continuation of the aggressive share repurchase program ($500m) will benefit the shareholders massively. $VAL $NE $RIG $BORR"  
[X Link](https://x.com/NatgasTurk/status/1791071760722387315)  2024-05-16T11:42Z [---] followers, [----] engagements


"@MugsLuck Another thing to consider is that $SDRL has the lowest spec fleet out of the big names (i.e $RIG $NE $VAL $DO) question is if RIG with the highest spec one would be that interested in several 6G and "old" 7G drillships plus low spec semi-subs"  
[X Link](https://x.com/NatgasTurk/status/1791090591553474568)  2024-05-16T12:57Z [---] followers, [---] engagements


"@TommyDeepwater $SDRL is doing a lot of the right things at the moment (since buying Aquadrill really). As a shareholder I can't decide if I want them to merge with $DO or just focus on reducing sharecount with another 20-25%"  
[X Link](https://x.com/NatgasTurk/status/1792337742598127988)  2024-05-19T23:33Z [---] followers, [---] engagements


"@DanielSonesson Om ni fick bestmma hade medborgarskapet klippts fr Yuksel och liknande Sverige-illojala invandrare som aldrig ens borde ha varit i Sverige mer n som turist en lnghelg i Stockholm Medborgarskapsfrgan r den absolut viktigaste fr mig nr jag vljer parti"  
[X Link](https://x.com/NatgasTurk/status/1794064509520273864)  2024-05-24T17:54Z [---] followers, [--] engagements


"Sold half my shares in $TDW when my investment 10x:ed. Have rewarded myself greatly but will put what's left in either $VAL or $SDRL but which one I like SDRL's current valuation more over VAL + the sharebacks are massive but VAL has a better fleet and contract repricing closer"  
[X Link](https://x.com/NatgasTurk/status/1794066137556115495)  2024-05-24T18:01Z [---] followers, [---] engagements


"The best operationally run driller with good assets $DO being acquired by the best overall driller (balance sheet contracting assets operations) $NE. Thought $SDRL would acquire DO but this I like even more. Only prob is NE+DO will constitute 20% of my portfolio even after div"  
[X Link](https://x.com/NatgasTurk/status/1800059757283426578)  2024-06-10T06:57Z [---] followers, [----] engagements


"@Ultradeep3 Interesting take regarding this deal being good for $DDRIL $DDRIL.OL since $NE is less likely to care about old moored semi-subs"  
[X Link](https://x.com/NatgasTurk/status/1800078239526015397)  2024-06-10T08:11Z [----] followers, [---] engagements


"Nice to see that both $DO and $NE are up so far today on NYSE after the announcement that NE is buying DO. Win-win deal for all parts even for the other drillers. Let the consolidation continue $RIG $SDRL $VAL $TDW"  
[X Link](https://x.com/NatgasTurk/status/1800163897611292896)  2024-06-10T13:51Z [---] followers, [----] engagements


"@offshoremayor The investment thesis should be if you want a lot of debt leverage or not. That's the bigger difference rather than asset quality especially now when $NE acquires [--] really top level rigs from $DO and therefore besides the [--] 8G ships have the same quality as $RIG"  
[X Link](https://x.com/NatgasTurk/status/1800971538646081949)  2024-06-12T19:20Z [---] followers, [---] engagements


"@mineralstocks I used to work with project and object financing in the oil and gas sector before preparing for a credit committee is not a sign of approval. It's like getting the paperwork ready for a mortgage application because you assume the bank will approve it later"  
[X Link](https://x.com/NatgasTurk/status/1802679708812734797)  2024-06-17T12:28Z [---] followers, [---] engagements


"@JensOdlander I praktiken kommer inget att hnda. En utredning i lngbnk gr det lite svrare att bli medborgare frn [----] eller s men de +600K medborgarskap man delats ut kommer aldrig att terkallas ens fr terrorister det strider ju mot ngon konvention man skrev p under 50-talet"  
[X Link](https://x.com/NatgasTurk/status/1808803623096213777)  2024-07-04T10:02Z [---] followers, [--] engagements


"@AtomicCorp Not working"  
[X Link](https://x.com/NatgasTurk/status/1814083451940655165)  2024-07-18T23:42Z [---] followers, [---] engagements


"@TommyDeepwater I recommend listening to $TGS $TGS.OL (world's largest owner of well data) Q2 investor call a lot of interesting things regarding what they see in terms of production performance etc. They iterate the same thing offshore will ramp and US onshore will start declining"  
[X Link](https://x.com/NatgasTurk/status/1814309393468412054)  2024-07-19T14:40Z [---] followers, [---] engagements


"@TommyDeepwater Thank you too for always providing great commentary. Around [--] min into the call is when the interesting part starts. TGS has a very good onshore library too from their monitoring software solutions which makes it even more interesting since they can compare onshore vs offshore"  
[X Link](https://x.com/NatgasTurk/status/1814312682339594495)  2024-07-19T14:53Z [---] followers, [---] engagements


"@TommyDeepwater Thank you I remember Cobalt being a big talk back in the last boom. They were in Oslo trying to recruit people with North Sea experience to come down and work. Might remember wrong but a friend working for $DO was drilling for them with the now scrapped Ocean Monarch"  
[X Link](https://x.com/NatgasTurk/status/1814633421303394744)  2024-07-20T12:08Z [---] followers, [---] engagements


"@MeritWager Frhoppningsvis ryker hans medborgarskap efter valet [----] (pga osanna uppgifter) och han kan d sparkas tillbaka till Irak. Tyvrr r jag rdd att s inte kommer bli fallet. Viljan kommer inte finns bland politikerna fr att terkalla medborgarskap nr det kommer till kritan"  
[X Link](https://x.com/NatgasTurk/status/1814642274413724131)  2024-07-20T12:43Z [---] followers, [--] engagements


"A little 🧵with quotes from the $TGS $TGS.OL Q2 [----] investor call. Think TGS is a must follow for anyone interested in offshore even if they are not TGS shareholders. It is regarding future US onshore production declines. $RIG $VAL $SDRL $DO $NE $TDW $BORR $SLB $HAL $FTI 1/6"  
[X Link](https://x.com/NatgasTurk/status/1814658829449138416)  2024-07-20T13:49Z [---] followers, [----] engagements


"From about [--] min into the call: "We look at US onshore production we concluded that near-term growth is quite unlikely. We have the largest onshore well database in the world with [--] million digitized wells. On top of that we have production data and completion data" 2/6"  
[X Link](https://x.com/NatgasTurk/status/1814658831432950229)  2024-07-20T13:49Z [---] followers, [---] engagements


""And a lot of other data which makes us actually better positioned than most others in terms of projecting the future of the market.. You can see that oil and gas production from US onshore has leveled off." 3/6"  
[X Link](https://x.com/NatgasTurk/status/1814658836201967745)  2024-07-20T13:49Z [---] followers, [---] engagements


"@TommyDeepwater That must be a record in complexity 😅 But removing $50K per day for MPD and other extras ($43M in total for the full [---] days) plus another $57M for mobilisation and upgrades we get $467K per day over [---] days and that is likely conservative. Not too shabby"  
[X Link](https://x.com/NatgasTurk/status/1815374221276525005)  2024-07-22T13:11Z [---] followers, [----] engagements


"@TommyDeepwater Thank you Indeed reading it it sounds like $VAL has managed to get the customer to at least in part pay for the costs of upgrades and something for the [---] days standby. Just removing $50K per day (for MPD and some extras) for [---] days gives a DR of $692K which would be insane"  
[X Link](https://x.com/NatgasTurk/status/1815378806997225539)  2024-07-22T13:30Z [---] followers, [----] engagements


"@ICBarrett Thanks for a good post Now we just hope that $VAL can get other customers to pay a similar amount to get their warm stacked 7G rigs out drilling too"  
[X Link](https://x.com/NatgasTurk/status/1815393563816992995)  2024-07-22T14:28Z [---] followers, [---] engagements


"@StefanHill20 @JensOdlander Hur kan det vara Sveriges problem Varfr ska hrd vrnplikt i Eritrea leda till att man kan resa till andra sidan jorden (Sverige f asyl PUT och svenskt medborgarskap helt utan krav och sedan f stka brka gra Sverige otryggt och kosta pengar med obefintliga konsekvenser"  
[X Link](https://x.com/NatgasTurk/status/1815758029176127817)  2024-07-23T14:37Z [---] followers, [--] engagements


"@TommyDeepwater The ketchup is finally out of the bottle. $DO $VAL and $RIG have now all signed $500K plus dayrates for 7G drillships. And $650K for some 8G work wow 😲"  
[X Link](https://x.com/NatgasTurk/status/1816225175316090916)  2024-07-24T21:33Z [---] followers, [----] engagements


"@offshoremayor I fully agree with you options are for the E&P as a future DR ceiling. However the fact that the $500K+ DR contracts are coming in now for several firms and rigs (and for longer) and that $VAL got Equinor to pay for upgrades & standby sure is a sign of a tightening market"  
[X Link](https://x.com/NatgasTurk/status/1816254170980126834)  2024-07-24T23:28Z [---] followers, [---] engagements


"@MarhelmData $NE to get an update on their fleet status reports now after $RIG and $VAL new and impressive fixtures"  
[X Link](https://x.com/NatgasTurk/status/1817881900192551264)  2024-07-29T11:16Z [---] followers, [---] engagements


"Out fly fishing today so no proper analysis of $VAL fleet report. Looks so and so besides the already known DS-17 contract with Equinor. Two further jack-up suspensions (however they were on bareboat with ARO) and a bunch of jack-up extensions to a mix of good and average rates"  
[X Link](https://x.com/NatgasTurk/status/1818228698824269987)  2024-07-30T10:14Z [---] followers, [----] engagements


"@ColossusBIO As I expected the share price of $VAL hasn't moved much either way (so far) on the fleet report since it was fairly neutral. Some better than expected jack-up contracts and some below. The ARAMCO cancellations were expected and hopefully can be recontracted soon to better rates"  
[X Link](https://x.com/NatgasTurk/status/1818283752755474468)  2024-07-30T13:53Z [---] followers, [---] engagements


"Impressive increase in both utilisation and leading rates. Over $200K for a jack-up even in Norway means very impressive margins (estimated around 3x OPEX which would be like if drillships got $600K per day). $VAL $BORR"  
[X Link](https://x.com/NatgasTurk/status/1818744554469851162)  2024-07-31T20:24Z [---] followers, [----] engagements


"@offshoremayor Thank you And thank you for your insights from the operational part of the industry. Few of my old contacts are left working in the offshore space so it's very good to get insights. Very few things seem to have changed (besides lower salaries more cost-cutting and worse food)"  
[X Link](https://x.com/NatgasTurk/status/1818792123065422060)  2024-07-31T23:33Z [---] followers, [---] engagements


"@RickRuleRulz What interview is that from"  
[X Link](https://x.com/NatgasTurk/status/1820448060960366712)  2024-08-05T13:13Z [---] followers, [---] engagements


"@Shipping_VIE Nice to see that they're adding extra juice now when the share price has plummeted. Exactly how they should act. While $SDRL has the worst fleet + contracts of the [--] largest drillers ( $RIG $VAL $NE) their fleet refinement and shareholder returns is spot on"  
[X Link](https://x.com/NatgasTurk/status/1823104347728720186)  2024-08-12T21:08Z [---] followers, [---] engagements


"@mfwarder They must be going after the Anglo assets. Can't be any other reason. The answers (or lack of answers) tomorrow at their conference call will be very interesting"  
[X Link](https://x.com/NatgasTurk/status/1825477273660604546)  2024-08-19T10:17Z [---] followers, [----] engagements


"As a Scandinavian I'm thanking you Americans for providing us with $TDW profits that can be spent on American made semi-auto rifles. Good day on the range with friends"  
[X Link](https://x.com/NatgasTurk/status/1828423435833242054)  2024-08-27T13:24Z [---] followers, [----] engagements


"@valuedontlie I've held both $DO and $NE since they relisted. I'll likely reinvest the cash part and keep all the new NE shares. My view is that both NE and DO are up there with $RIG in terms of operational quality and NE has been excellent at contracting with similar backlog DR as RIG"  
[X Link](https://x.com/NatgasTurk/status/1829159555647058006)  2024-08-29T14:09Z [---] followers, [---] engagements


"@KyleAdamsStocks @SFarringtonBKC Correct I forgot that they'd increased the share count to pay for the acquisition of SPD. When I invested it was $25M FCF in [--] with an EV of $100M so had the 4x figure in my head but checked the current EV when I wrote the tweet. Still very cheap new warehouse in UAE is 👍"  
[X Link](https://x.com/NatgasTurk/status/1830301175545274756)  2024-09-01T17:46Z [---] followers, [---] engagements


"$NE continues to show that they have a top level management team. The deal with $DO will close on Wed 4th of Sept (months earlier than expected when deal was announced). Also now during the August SP dip they've repurchased more than 1% of the outstanding shares $RIG $VAL $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1830327818842218690)  2024-09-01T19:32Z [---] followers, [----] engagements


"@100xCompounding $NE has a mix of floaters and jack-ups where the JU are modern harsh HD (fetching the highest rates of all JU). $BORR is JU only and while modern they have focused more on the benign segment. I like NE & $VAL mix of floaters and JU (VAL's JU fleet is similar to BORR's spec wise)"  
[X Link](https://x.com/NatgasTurk/status/1830362718123045286)  2024-09-01T21:50Z [---] followers, [----] engagements


"@_EnergyRealist Thank you the question is if the short term sentiment in oil is enough to stop the rate increases $NE and $RIG both meet two of three "Doing Good" cohorts. NE is doing well at current rates but will print FCF if higher rates RIG needs higher (and is cheap if that happens)"  
[X Link](https://x.com/NatgasTurk/status/1830670246929408381)  2024-09-02T18:12Z [---] followers, [---] engagements


"$NE: "ExxonMobil has awarded [---] additional rig years of backlog under the Commercial Enabling Agreement (CEA) in Guyana which has been assigned evenly across the four drillships extending each rigs contract duration from June [----] to August 2028." $RIG $VAL $DO $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1831343493895090571)  2024-09-04T14:48Z [---] followers, [----] engagements


"@rekurencja That's why I don't hold $RIG. I believe in the thesis but my take is that the difference in quality between RIG $VAL and merged $NE is small and can't compensate for RIG's debt load. Even when we get a second leg in the up-cycle RIG would by then have diluted 25-30% more"  
[X Link](https://x.com/NatgasTurk/status/1831599051688620398)  2024-09-05T07:43Z [---] followers, [---] engagements


"@ed_fin re in Sweden if it is not during the end of February (when schools are off) or Easter. The season is longer in Sweden than in the Alps so often still nice skiing late in the spring"  
[X Link](https://x.com/NatgasTurk/status/1832717489379082601)  2024-09-08T09:47Z [---] followers, [----] engagements


"Got the payment from $NE for my $DO shares today. Couldn't resist putting 25% into $VAL and 25% into $GLNG the rest I hold hoping for more blood. $DOFG $DOFG.OL started the day with an overall very positive CMD (presenting a div with 14% yield) which the market rewarded with -8%"  
[X Link](https://x.com/NatgasTurk/status/1833557452727722014)  2024-09-10T17:25Z [----] followers, [----] engagements


"@TommyDeepwater [----] is a long way away though and I get the appetite for backlog visibility but since the 8G ships are the jewel in the crown I'm a bit surprised they're locking them up already [--] years in the future to a rate only about 20% above today's 7G rates"  
[X Link](https://x.com/NatgasTurk/status/1833606077562208485)  2024-09-10T20:38Z [---] followers, [----] engagements


"@offshoremayor Us desk jockeys have the fluff and Excel spreadsheet but yours and others with on the ground (well water) insight is invaluable when trying to gauge when the credit memos or equity thesis are just wishful thinking or actually achievable. So thank you for all the insights"  
[X Link](https://x.com/NatgasTurk/status/1833991869530841370)  2024-09-11T22:11Z [---] followers, [---] engagements


"@ed_fin If you heard it in an Oslo pub it is true"  
[X Link](https://x.com/NatgasTurk/status/1834605775211176409)  2024-09-13T14:51Z [---] followers, [---] engagements


"@christankerfund I don't care about the share price in a year honestly I'd rather see it go to $20 so that I can buy more cheaper. $GLNG will be an absolute FCF beast in 4-5 y that should be able to return $10-15 p share and year to owners. Only energy name besides Exxon I hold indefinitely"  
[X Link](https://x.com/NatgasTurk/status/1836813676939985149)  2024-09-19T17:04Z [---] followers, [---] engagements


"@MugsLuck Think they have misunderstood what actually happened then (or I have). The only thing $NE did was to extend the current contract for 4x 7G drillships that reprices 2x per year with another [--] months into [----]. The repricing structure etc didn't change with the extension"  
[X Link](https://x.com/NatgasTurk/status/1837110111552037341)  2024-09-20T12:42Z [---] followers, [---] engagements


"@offshoremayor I agree this sentiment indicates it is time to buy. Everyone hates oil right now and is crying on social media i.e oil is oversold. I'm loading up on names with FCF even with $50 WTI also bought more $NE and $VAL. LT they'll print and ST their balance sheets can weather it"  
[X Link](https://x.com/NatgasTurk/status/1839352700854833202)  2024-09-26T17:13Z [---] followers, [---] engagements


"@ed_fin Happy holder of $GLNG since [----] they've done everything right and their plan to build a company producing lots of FCF independent of the commodity cycle is impressive. Karl Fredrik Staubo who hasn't even turned [--] really is a superstar and will for sure head a giant some day"  
[X Link](https://x.com/NatgasTurk/status/1840635337418358919)  2024-09-30T06:10Z [---] followers, [---] engagements


"😳 $NE just announced that during Sept alone they repurchased 6.94M shares which represents 4.15% of the total outstanding shares. With the $0.5 div paid that gives a 5.5% SH return in Sep alone NE leads the way & gives an idea of what to come in the industry $RIG $VAL $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1840909258646569067)  2024-10-01T00:19Z [---] followers, 11.7K engagements


"@ColinCa92604304 @AndrewhFX You are right looked again 6.94M were canceled in September of which 5.8M were repurchased in September and 1.14M in August. Still very impressive and hopefully they'll continue while the SP is this depressed. Would be nice to be back to the share count pre DO acquisition"  
[X Link](https://x.com/NatgasTurk/status/1840939891712278979)  2024-10-01T02:20Z [---] followers, [---] engagements


"@liberty4all The low exercise price for the full warrant indicates that they had issues getting the raise overboard. These constant dilutions from GLO at ever lower SP while the CEO blows it off saying that they can always repurchase the shares later sadly just screams shitco. $GLO $GLO.TO"  
[X Link](https://x.com/NatgasTurk/status/1843690340878098656)  2024-10-08T16:30Z [---] followers, [----] engagements


"@TommyDeepwater Did $VAL actually win the tender All I've seen is a list of the bids"  
[X Link](https://x.com/NatgasTurk/status/1846889086318973182)  2024-10-17T12:20Z [---] followers, [---] engagements


"@Vince_Stanzione Though at some point they'll get Greenstone to full production and then $EQX will be absolutely printing FCF and make today's SP look very cheap but I do agree it is frustrating"  
[X Link](https://x.com/NatgasTurk/status/1847181710120653135)  2024-10-18T07:43Z [----] followers, [---] engagements


"@CorneliaLake @charlesbonnerjr Nice Tor Olav is such an interesting guy What he and Karl Fredrik (who is a very impressive CEO considering his young age) are building with $GLNG is truly impressive"  
[X Link](https://x.com/NatgasTurk/status/1847338117113770188)  2024-10-18T18:05Z [---] followers, [---] engagements


"@OriginalBraila The guy is a grifter came to Sweden because it was then the quickest easiest way to asylum and EU citizenship while in Sweden he joined the national movement/SD until he got citizenship then he used that to move to Israel and now trash talk Sweden and Swedish people"  
[X Link](https://x.com/NatgasTurk/status/1847635623932264540)  2024-10-19T13:47Z [----] followers, [---] engagements


"@olvehe @OriginalBraila This from 10th of October for example if just pissing on Swedish people: "I saw someone fall off a scooter and [--] Israelis rushed to help him up give him water and make sure he was OK. 😭 If this was Stockholm they would have left him to rot on the street.""  
[X Link](https://x.com/NatgasTurk/status/1847637815418392993)  2024-10-19T13:55Z [----] followers, [---] engagements


"@ICBarrett Both Russia and Ukraine are corrupt shitholes I don't want to save or be saved by either of them. Western World has a lot of issues but Russia has even more issues and isn't a saviour. I just feel sorry for all the common men on both sides dying in masses for no purpose"  
[X Link](https://x.com/NatgasTurk/status/1847922478967828679)  2024-10-20T08:47Z [----] followers, [---] engagements


"@charlesbonnerjr I thank whoever sold their $GLNG shares to me in September for [--] USD. I have a pile bought in [----] too but would love some more dips to add more. $GLNG is shaping up to be a through-the-cycle FCF monster which is fairly unique in natural resources"  
[X Link](https://x.com/NatgasTurk/status/1848477442425409545)  2024-10-21T21:32Z [---] followers, [---] engagements


"@christankerfund That $RIG or $VAL would snap up $SDRL wasn't a chock exactly after $NE took over Diamond that was the most likely listed takeover target. Considering RIG's subpar balance sheet I assume they will pay with newly issued shares only and not a cash part like NE did with DO"  
[X Link](https://x.com/NatgasTurk/status/1849198863048998982)  2024-10-23T21:19Z [---] followers, [---] engagements


"@DrawingSlim @christankerfund I hold $SDRL and would sell if $RIG announced a purchase with newly issued shares. Unlike most people here I have no interest in owning $RIG when $VAL and $NE that unlike RIG have clean balance sheets jack-ups and SH returns but similar quality floaters are valued this low"  
[X Link](https://x.com/NatgasTurk/status/1849205052331700515)  2024-10-23T21:43Z [---] followers, [---] engagements


"@offshoremayor Explains why $SDRL stopped with their aggressive share buybacks out of the blue even though the share price continued to tank. Don't see what is in it for $SDRL shareholders though since $RIG due to it's poor balance sheet will pay with newly issued shares"  
[X Link](https://x.com/NatgasTurk/status/1849208152350212587)  2024-10-23T21:55Z [---] followers, [----] engagements


"@DrawingSlim @christankerfund Don't get it either hopefully RIG pays a big premium (based on RIG's current share price) sending up $SDRL high so that a decent exit is possible. Will roll the money into my current positions in $NE and $VAL. Not long ago I had positions in [--] drillers NE VAL DO and SDRL"  
[X Link](https://x.com/NatgasTurk/status/1849210174021554522)  2024-10-23T22:03Z [---] followers, [---] engagements


"@mincherrygarden @offshoremayor I'll sell my SDRL shares when the news becomes official have no interest in owning RIG"  
[X Link](https://x.com/NatgasTurk/status/1849210433078775825)  2024-10-23T22:04Z [----] followers, [---] engagements


"@DumbAlphaa @CorneliaLake @hkuppy Why would $VAL want to take on $SDRL old 6G drillships and subpar-semis when they have the three best 7G drillships in the world warmstacked ready to drill in 6-12 months from contract signing Makes more sense right now for VAL to just repurchase shares with any FCF they produce"  
[X Link](https://x.com/NatgasTurk/status/1849800123435323617)  2024-10-25T13:08Z [---] followers, [---] engagements


"@offshoremayor Starting to become ridiculous now. $NE is soon back to the share price at relisting 3y ago even though everything has improved since then with healthy FCF-margins fleet improvements and track-record. If the share falls below $30 I'll buy more even though I said I wouldn't 😅"  
[X Link](https://x.com/NatgasTurk/status/1851307039957414124)  2024-10-29T16:56Z [----] followers, [---] engagements


"@ragingbullcap Hope not wouldn't mind for the buy-back machine to keep spinning for a few more quarters sucking up 10-15% of the outstanding shares while I also increase my position more. Just hope $VAL stays away from $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1851733395773984781)  2024-10-30T21:10Z [---] followers, [----] engagements


"$NE Q3 just landed: - Rev $801M - AEBITDA $291M - FCF $165M - Higher fleet utilisation of both floaters and jack-ups vs prev Q (81% vs 78% and 83% vs 77%) - Div for Q3 of $0.5 - Another $400M in share repurchase authorization Looking solid $RIG $VAL $SDRL $TDW $BORR"  
[X Link](https://x.com/NatgasTurk/status/1853926331995570426)  2024-11-05T22:24Z [---] followers, [----] engagements


"Celebrating the good $NE report (a bit more backlog addition was the only thing missing but we'll find out more about what's in the pipe during tomorrow's call) with a good whisky in front of the fireplace burning my first ever wood from my own forest. Life's pretty good"  
[X Link](https://x.com/NatgasTurk/status/1853933693057847375)  2024-11-05T22:53Z [---] followers, [---] engagements


"Positive call from $NE showing again why they are in the top when it comes to contracting. They are not stacking any of their unbooked floaters since there are so many tenders and opportunities being discussed ATM that they expect to land work for them soon $RIG $VAL $SDRL $BORR"  
[X Link](https://x.com/NatgasTurk/status/1854252995451781548)  2024-11-06T20:02Z [---] followers, [----] engagements


"@JBanansson Sounded very positive overall as long as you have patience. Higher FCF expected next year and they'll use it all for keeping a steady dividend and use the rest for share repurchases"  
[X Link](https://x.com/NatgasTurk/status/1854260311391609332)  2024-11-06T20:31Z [---] followers, [---] engagements


"@offshoremayor @christankerfund Sold most of my position with a good profit after hearing what the ex Gulfmark people in Norway had to say about their new owner. Being bought up by TDW means less pay more stress less maintenance and seeing your CEO make 50+ millions of $ on his free shares at the same time"  
[X Link](https://x.com/NatgasTurk/status/1854657879355380083)  2024-11-07T22:51Z [---] followers, [---] engagements


"@christankerfund As expected since a report "free from news". Investors lack patience and often buy without understanding the fundamentals. Was a slight miss in a number that doesn't matter (as long as they can cover debt pay the relatively small dividend and progress MK2 they're fine). $GLNG"  
[X Link](https://x.com/NatgasTurk/status/1856347332003979309)  2024-11-12T14:44Z [---] followers, [---] engagements


"From the $SDRL call regarding if the E&P understand that waiting with contracting rigs will cost them: "And when you ask them privately they'll say yes we acknowledge that there will be an incremental cost to pick this rig up in 2026." Patience will pay off $RIG $VAL $NE"  
[X Link](https://x.com/NatgasTurk/status/1856713400400715887)  2024-11-13T14:59Z [---] followers, [----] engagements


"@TommyDeepwater $SDRL is really doing a lot of good with what they have at the moment. Don't mind them staying on their own legs buying smaller assets (the independently owned 7G DS ideally)"  
[X Link](https://x.com/NatgasTurk/status/1856716429308919873)  2024-11-13T15:11Z [---] followers, [---] engagements


"@JonathanKarre [----] pratade Fredrik om moratorium fr medbsk tills ny lagstiftning r p plats men det blev inget istllet har 130K medborgarskap delats ut och skert 100K til innan lagstiftningen r p plats. Vi lser ofta om ex Syrier som ej kan utvisas pga nyss ftt SE mdbsk. Vad hnder"  
[X Link](https://x.com/NatgasTurk/status/1856780071715180915)  2024-11-13T19:24Z [---] followers, [---] engagements


"$NE 6G Drillship Gerry de Souza likely to get extended after Nov by TotalEnergies in Nigeria. From $AOI.TO Q3: "Negotiations and approvals for the drilling rig extension are continuing with the intent to continue drilling across the Akpo and Egina fields in 2025" $RIG $VAL $SDRL"  
[X Link](https://x.com/NatgasTurk/status/1856849463358177418)  2024-11-13T23:59Z [---] followers, [----] engagements


"@TommyDeepwater Indonesia and Malaysia will be future hotbeds for gas. Travelling around there you realise how much the economy is growing. People are adding AC to their shack-like houses pools are popping up everywhere etc. The energy requirements will be massive and gas will be a large part"  
[X Link](https://x.com/NatgasTurk/status/1857785051322187920)  2024-11-16T13:57Z [---] followers, [---] engagements


"@TommyDeepwater It already does. Even the poorest people are riding around on scooters electricity from coal gas and solar in everyone's home improving everything from food hygiene to productivity to healthcare. Don't see people starving anywhere in Indonesia anymore. Gives hope for the world"  
[X Link](https://x.com/NatgasTurk/status/1857801307823784258)  2024-11-16T15:02Z [---] followers, [---] engagements


"@TommyDeepwater Very good to see that the majors (or some of them at least) don't care about the current dip in oil prices. If $VAL is right (as per their Q3 investor call) we should see some drillship fixtures before year end too"  
[X Link](https://x.com/NatgasTurk/status/1858506872732471634)  2024-11-18T13:45Z [---] followers, [---] engagements


"@RealRickRule Much needed"  
[X Link](https://x.com/NatgasTurk/status/1858541046956691728)  2024-11-18T16:01Z [---] followers, [---] engagements


"@EivindEnd Only thing missing is that they decide to do a massive equity issuance to buy some of Nobles old Diamond semis saying that they need scale then sending the majority of the acquired rigs to the breakers 6m later (after paying for warmstacking of course) due to not finding work 😅"  
[X Link](https://x.com/NatgasTurk/status/1859181896627790071)  2024-11-20T10:28Z [---] followers, [---] engagements


"@GrtMarc I think they lost their business case with the new UK regulation. They had a set-up with North Sea rigs crews and experience that was not up to Norwegian standard but suited perfectly for UK. In benign areas $NE and $VAL have better rigs and local crews and history already"  
[X Link](https://x.com/NatgasTurk/status/1859230685757641047)  2024-11-20T13:41Z [---] followers, [---] engagements


"@SFarringtonBKC Yep interesting too is that Fredriksen worked together with $VAL's current CEO Anton Dibowitz when Fredriksen was the largest owner of $SDRL and Anton was CCO and later CEO of SDRL"  
[X Link](https://x.com/NatgasTurk/status/1863750851694571532)  2024-12-03T01:03Z [---] followers, [----] engagements


"@offshoremayor Yes likely but that will just be even better long term. I've started to add to both $VAL and $NE with a 3-5 year hold period. Unlike last time they have the balance sheets to ride out the storm produce cashflow and wait while the cycle recovers and more rigs rust away"  
[X Link](https://x.com/NatgasTurk/status/1863755927104426271)  2024-12-03T01:23Z [---] followers, [----] engagements


"@TommyDeepwater Thank you $VAL made it clear in their Q3 call that they expect fixtures for [----] to start coming in late this year or early next that will be a very good indicator for where we are heading. If nothing comes the E&Ps are likely holding off/not accepting the offered rates"  
[X Link](https://x.com/NatgasTurk/status/1865472580422897896)  2024-12-07T19:04Z [---] followers, [---] engagements


"@ICBarrett Prisoner's dilemma where $VAL will be the winner since they lowered the rates to get more of their ships drilling and therefore have an advantage over say $RIG who has [--] drillships rusting away (7 of them have been cold-stacked for 5+ years). Now suddenly VAL preaches discipline"  
[X Link](https://x.com/NatgasTurk/status/1866494356653289769)  2024-12-10T14:45Z [---] followers, [---] engagements


"@TommyDeepwater Jupiter also signed on pretty much identical terms. A nice $1B of backlog added for $SDRL in total. 1095-day with Petrobras will contribute aprx $493M to Seadrills order backlog including additional services and excluding a mobilization fee of $31.5M"  
[X Link](https://x.com/NatgasTurk/status/1869246824474976259)  2024-12-18T05:02Z [---] followers, [---] engagements


"@TommyDeepwater Thanks for a great write-up. However I don't get your $RIG utilisation figures since they have [--] coldstacked 7G and 6G drillships (with 7Y avg stacking time) are you excluding them in the utilisation Including stacked floaters $NE would have higher utilisation I think"  
[X Link](https://x.com/NatgasTurk/status/1870492559879045441)  2024-12-21T15:32Z [---] followers, [----] engagements


"@CaptainRoyen @TommyDeepwater 2-3 Y if I don't remember wrong. Rust everywhere and a lot of the equipment had damages etc. My understanding is that cold stacking is done in different ways and that some ships were pretty much just "abandoned" due to restructuring while others were more carefully stacked"  
[X Link](https://x.com/NatgasTurk/status/1870504855745568775)  2024-12-21T16:21Z [---] followers, [---] engagements


"-35C (-31F) last night and a cold walk home from the pub. I am so grateful to the brave men who risked their lives 60+ years ago damming the rivers for hydropower as well as the men and women who work out on the North Sea producing the hydrocarbons making life up here possible"  
[X Link](https://x.com/NatgasTurk/status/1870819363902627970)  2024-12-22T13:11Z [---] followers, [----] engagements


"@Shipping_VIE Great deal for a rig that's been rusting in humid Malaysia for [--] years. $45M should make it possible for $SDRL to repurchase another 1.5% of the outstanding shares"  
[X Link](https://x.com/NatgasTurk/status/1872408530780848430)  2024-12-26T22:25Z [---] followers, [---] engagements


"@GrtMarc Good write-up thank you"  
[X Link](https://x.com/NatgasTurk/status/1873736228845261201)  2024-12-30T14:21Z [---] followers, [---] engagements


"@TommyDeepwater Shilling here but I really like your take on $NE and that's why I hold them. I get paid to wait they have 2nd best assets (after $RIG) + good mgmt and BS. There is a buzz about Norway capable semis but few get that NE sits on 1/2 the Norway capable JUs some yielding $250K/d"  
[X Link](https://x.com/NatgasTurk/status/1875530913997848920)  2025-01-04T13:13Z [---] followers, [----] engagements


"@TommyDeepwater Or to be more correct there are a few more Norway capable JUs out there but of the Ultra-harsh (CJ70) that can work anywhere in Norway and therefore fetches a large DR-premium NE owns half. As Norway increases offshore CAPEX these should fetch even higher rates and utilization"  
[X Link](https://x.com/NatgasTurk/status/1875533679919034563)  2025-01-04T13:24Z [---] followers, [---] engagements


"@TommyDeepwater @FjordPhil No of course not the fact they have legs means that there are limitations even in certain shallow waters a semi is the only option. But there are large swaps of the North Sea where the options are CJ70 or a semi and there the CJ70 often is preferable due to much lower costs"  
[X Link](https://x.com/NatgasTurk/status/1875548573338890728)  2025-01-04T14:23Z [---] followers, [---] engagements


"@TommyDeepwater @FjordPhil Shortened my take too much initially we share the same view. What I meant is that the CJ70s (with the right certs) can work all over Norway where a JU can work. When CJ70 came they took SOME of the shallow work that previously only semis could do this part is overlooked IMHO"  
[X Link](https://x.com/NatgasTurk/status/1875555652845895767)  2025-01-04T14:51Z [---] followers, [---] engagements


"@AtomicCorp Financing in Q1 now last time it was January. If you are that confident why yet another massive dilution with full warrants at this rate Why not announce the financing/JV let the share price rip to 3-4 CAD and then raise equity with 1/5 of the dilution and no warrants"  
[X Link](https://x.com/NatgasTurk/status/1882553481191694639)  2025-01-23T22:18Z [---] followers, [----] engagements


"@TommyDeepwater Just shows that $VAL did the right thing for their shareholders when they fairly aggressively reactivated their cold stacked rigs before anyone else. Now the window for reactivation of 8+ years cold stacked rigs is likely closed and towing to the breakers is the only option left"  
[X Link](https://x.com/NatgasTurk/status/1886676140971962841)  2025-02-04T07:20Z [---] followers, [----] engagements


"$NE has secured a [--] day contract for Jack-up Regina Allen (she's currently idle after just rolling off her $150K/d contract with TotalEnergies in Argentina). The contract is in Suriname starts in Q4 NE pays for the move but gets $17.7M for the contract ($272K/day). $VAL $BORR"  
[X Link](https://x.com/NatgasTurk/status/1897418776767087024)  2025-03-05T22:47Z [---] followers, 15.3K engagements


"$NE lands another contract short but it's in direct continuation of the current contract (short distance too - Philippines to Brunei) so should be little white space and Shell pays for mob and demob. $467K/day (it's on a $499K/day contract at the moment). $VAL $RIG $BORR $TDW"  
[X Link](https://x.com/NatgasTurk/status/1899392349303640111)  2025-03-11T09:29Z [----] followers, [----] engagements


"Petrobras just exercised a priced option (from Dec 2023) to extend the 6G semi Noble Discoverer for a further [---] days for continued work offshore Colombia. It's not all doom and gloom out there. $NE $VAL $RIG $SDRL $TDW"  
[X Link](https://x.com/NatgasTurk/status/1910442088363147617)  2025-04-10T21:17Z [----] followers, 16.4K engagements


"@TommyDeepwater After $VAL DS-10 got absorbed $NE Voyager is probably the best warm but uncontracted rig at the moment. Excellent track-record too. Going to be interesting also to see if they can get the BlackRino (also top of the line 7G) contracted quickly after it finishes in July"  
[X Link](https://x.com/NatgasTurk/status/1916136856153886872)  2025-04-26T14:26Z [---] followers, [---] engagements


"@TommyDeepwater Big derisking for $NE (a safer investment now) securing CF is the major thing here with decent opportunities to fill some white-space in the future if the market improves while still having enough contracts rolling off in the coming years to catch potential upswings in dayrates"  
[X Link](https://x.com/NatgasTurk/status/1916961394001428894)  2025-04-28T21:03Z [---] followers, [----] engagements


"Worth noting is that $NE has with today's contract announcements pretty much caught up with $RIG in terms of backlog ($7.5b vs the $7.9b that RIG just reported an hour ago). $NE really doing a lot of the right things at the moment while returning 10+%/y to shareholders"  
[X Link](https://x.com/NatgasTurk/status/1916966113725845557)  2025-04-28T21:21Z [---] followers, [----] engagements


"@TommyDeepwater Interesting as always Also an impressive Q1 from $VAL with a nice increase in backlog (nice surprise with a further $600M in JU-backlog). $NE and VAL became a lot less risky now. Going to be interesting to see if $SDRL has managed to bag anything too"  
[X Link](https://x.com/NatgasTurk/status/1918641297746710553)  2025-05-03T12:18Z [---] followers, [---] engagements


"@TommyDeepwater I'd say they for sure have an eye on that. Exxon is very happy with $NE performance in Guyana I know from a contact (so they're not getting extended there just due to sunk-cost) so it wasn't exactly a surprise that they bagged the Suriname contracts too. Still nice to see"  
[X Link](https://x.com/NatgasTurk/status/1918652448689762497)  2025-05-03T13:02Z [---] followers, [---] engagements


"@TommyDeepwater A bit earlier start would have been nice but otherwise not a bad contract and should leave $VAL with a better drillship after the assignment compared to now. Also another 7G DS locked up for most of [----] (due to upgrades mobilisation and drilling) and [----] (drilling)"  
[X Link](https://x.com/NatgasTurk/status/1919379107613151367)  2025-05-05T13:10Z [---] followers, [---] engagements


"@ICBarrett While Nuttal usually is fairly right about the ranking of companies over others at any given point in time he is often very wrong about the direction of the commodity prices. Him being bearish about oil prices and OFS is to me an indicator that we're near the bottom"  
[X Link](https://x.com/NatgasTurk/status/1923301659456704718)  2025-05-16T08:57Z [----] followers, [---] engagements


"@Wattwurm73 Also their decision to hedge their production in [----] at record prices and then selling off the hedges when the price of natgas and Brent had bottomed was a genius move/timing. The young management team in $GLNG does not get enough credit"  
[X Link](https://x.com/NatgasTurk/status/1923315601662947806)  2025-05-16T09:52Z [----] followers, [----] engagements


"@justfactstruth I'm disappointed they aren't aggressively buying back shares. Someone will come and buy them out at a 30% premium soon if this continues (and that would be a really bad deal for us long-term shareholders)"  
[X Link](https://x.com/NatgasTurk/status/1927358069119324177)  2025-05-27T13:35Z [----] followers, [----] engagements


"$NE bags a [--] well (+2 option) contract for one of their CJ70 Jack-up in the North Sea for a CCS project. Sparse with details but [--] wells is likely going to be 1Y+ or so and CJ70 means good rates normally. Interesting that NE has a foot in the CCS space now $VAL $BORR $TDW"  
[X Link](https://x.com/NatgasTurk/status/1927845775704248323)  2025-05-28T21:53Z [----] followers, [----] engagements


"@TommyDeepwater Seems like $NE and Total are starting to build up quite the collaboration"  
[X Link](https://x.com/NatgasTurk/status/1930581573021176252)  2025-06-05T11:04Z [----] followers, [---] engagements


"Maybe if they stopped demanding annoying covenants they would get a seat at the adult table. Anyway let the increased shareholder returns from $TDW commence"  
[X Link](https://x.com/NatgasTurk/status/1937122816509559056)  2025-06-23T12:17Z [----] followers, [----] engagements


"@TommyDeepwater Have a strong memory of $VAL stating during a call that their aim is to have a mix of stable long-term contracts and shorter but more flexible to both have stability and some upside. So far they're executing that well securing continuous FCF but also leaving room for upside"  
[X Link](https://x.com/NatgasTurk/status/1942118286369477033)  2025-07-07T07:07Z [----] followers, [---] engagements


"@lasse108 $NE - Best management overall second best at contracting (after RIG) better JUs than VAL second best floater fleet (after RIG) best balance sheet (shared with VAL) + I like the concept of a base dividend combined with share buybacks"  
[X Link](https://x.com/NatgasTurk/status/1945567499145130090)  2025-07-16T19:33Z [----] followers, [---] engagements


"@BandinoJoe @lasse108 I don't hold $RIG. Happy to trade away some upside for a lot less downside. Plus RIG management has increased the share count by about 50% since C19 while only reduced net debt with 10% in total during the same time"  
[X Link](https://x.com/NatgasTurk/status/1945585871249400294)  2025-07-16T20:46Z [----] followers, [---] engagements


"It's always a nice feeling when an investment is perfectly timed not having to wait for years but also not entering late. 150% up in slightly more than [--] months. The urge to scale out a bit is there for sure but man PGMs look really juicy going forward. $SBSW #PLATINUM"  
[X Link](https://x.com/NatgasTurk/status/1946207055762575518)  2025-07-18T13:54Z [----] 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/anyuser/status/1950654759213613115)  2025-07-30T20:28Z [----] followers, [----] engagements


"@TommyDeepwater I agree partly why I prefer $NE over $VAL besides better management. They are much more transparent regarding shareholder return policy with the base dividend (which I think is a result of the Maersk family's need for dividends to their family trusts)"  
[X Link](https://x.com/NatgasTurk/status/1950953621375561885)  2025-07-31T16:16Z [----] followers, [---] engagements


"@100xCompounding Got cash to invest so wouldn't mind another April style drop again to load up before the they take off properly (due to continued contracting and good reports). The recent love/popularity the drillers have received makes me as a contraction a bit scared so a drop is relieving 😅"  
[X Link](https://x.com/NatgasTurk/status/1951401166832554223)  2025-08-01T21:54Z [----] followers, [---] engagements


"@hallen_a @charlesbonnerjr Search on Substack. Otherwise I recommend their latest Q1 PP-presentstion about future cashflow for their latest deals and based on that estimate how it with similar deals for future FLNG-vessles would look at say [----]. $GLNG is a long-term play so you have to be willing to wait"  
[X Link](https://x.com/NatgasTurk/status/1952756081454612824)  2025-08-05T15:38Z [----] followers, [---] engagements


"@offshoremayor Thanks for the kind words I'm just a simple man living in the woods loving the outdoors and investments. I think Noble gets too little attention compared to the competitors. Thank you for all the insights you post from a crew/staff perspective"  
[X Link](https://x.com/NatgasTurk/status/1953083296587362304)  2025-08-06T13:18Z [----] followers, [---] engagements


"@Ultradeep3 Yes as a shareholder I'm a bit disappointed that they've signed up what are [--] of their best assets to a rate lasting another [--] years that if signed a year ago would have been 100K more per day. However good for everyone else and good for $NE dividend stability"  
[X Link](https://x.com/NatgasTurk/status/1974043119004905981)  2025-10-03T09:25Z [----] followers, [---] engagements


"@offshoremayor Thanks for the nice words and insights. Another thing people keep forgetting is that the largest owner of $NE (20% ish) is the Maersk family's trust. They are dependent on steady streams of dividends they will therefore use their influence to secure the dividend long-term first"  
[X Link](https://x.com/NatgasTurk/status/1974138967193952727)  2025-10-03T15:46Z [----] followers, [---] engagements


"@AnxanumC Interesting thanks for the report. Did $DDRIL mention anything regarding the fact they have 5gen and older stuff $DDRIL looks insanely cheep and trades below 1Y FCF if they can get all three rigs working at a +$300K rate"  
[X Link](https://x.com/NatgasTurk/status/1631019256887271425)  2023-03-01T19:51Z [----] followers, [---] engagements


"@CorneliaLake $KAP too. Much better assets production and AISC than $CJJ"  
[X Link](https://x.com/NatgasTurk/status/1638918290285182979)  2023-03-23T14:59Z [----] followers, [---] engagements


"@MugsLuck @ICBarrett I'm hoping for $SRDL and $DO merger. Would send SDRL up there with $VAL and $NE and make the most sense since SDRL is exiting jack-ups while DO is floater only with a very high spec DS-fleet (top tier 7G ships only) and a mixed bag of SS"  
[X Link](https://x.com/NatgasTurk/status/1707469869095006383)  2023-09-28T18:58Z [----] followers, [---] engagements


"From a person working in the sector. In the North Sea Tidewater $TDW is the worst of the OSV comps to work for. Bad local mgmt lower crew comfort low end of pay scale and vessels that are more worn than competitors like $DOFG $SIOFF $SOFF. Anyone with insight that can comment"  
[X Link](https://x.com/NatgasTurk/status/1707725682359280085)  2023-09-29T11:55Z [----] followers, [----] engagements


"If $DOFG.OL continues to deliver like this the balance sheet will be cleaned up way faster than the market expects. Impressive report and presentation. Yet another sector (subsea) that reports a very positive mid to long term outlook for offshore. $DOFG $TDW $RIG $VAL $NE $SOFF"  
[X Link](https://x.com/NatgasTurk/status/1722947420873515407)  2023-11-10T12:00Z [----] followers, [----] engagements


"@offshoremayor @christankerfund Long term as an investor you will hurt too if management are forgoing necessary CAPEX and getting a reputation of not being good to staff. Downtime poor crews and bad reputation will lead to lower rates more downtime and likely fines and extra costs due to severe breakages"  
[X Link](https://x.com/NatgasTurk/status/1757498813579657581)  2024-02-13T20:15Z [----] followers, [---] engagements


"@MugsLuck They have a nice setup now. I'm buying at this level. A positive ruling in the UK or full collection of the Nigerian money combined with LOI transformed to a firm contract is all we need really. More contracts will be a nice plus. $DDRIL $DDRIL.OL"  
[X Link](https://x.com/NatgasTurk/status/1762218214677692552)  2024-02-26T20:48Z [----] followers, [---] engagements


"@FjordPhil I bought more today this + the issue with the UK tax were the only overhang left before $DDRIL should be generating enough FCF to start paying a dividend and then the share will rerate much higher. The 10% increase in SP today was low considering the significance $DDRIL.OL"  
[X Link](https://x.com/NatgasTurk/status/1772939683523166559)  2024-03-27T10:52Z [----] followers, [---] engagements


"@MugsLuck Can't decide if $DDRIL is just dirt cheap now after everything and eny positive news will send them up 10-20% or if I'm just a stupid bagholder. Which definitely means the latter. 😅"  
[X Link](https://x.com/NatgasTurk/status/1795776207717281928)  2024-05-29T11:16Z [----] followers, [---] engagements


"@ed_fin Heard of any 1Y or longer fixtures recently Just wondering what we can expect for the $CLCO ships where new fixtures are likely to be signed soon"  
[X Link](https://x.com/NatgasTurk/status/1811042120062402730)  2024-07-10T14:17Z [----] followers, [---] engagements


"@Shipping_VIE Most analysts/speculators seemd sure that APMH would sell their $NE shares causing a massive overhang pushing the share price instead they are buying and fairly aggressively lately. Interesting to see if they will add to their future $DOFG.OL $DOFG holdings too. Very positive"  
[X Link](https://x.com/NatgasTurk/status/1812968613449769358)  2024-07-15T21:52Z [----] followers, [---] engagements


"$DDRIL.OL $DDRIL just confirmed that the $20M bank guarantee to cover any costs/damages from the Nugerian contract termination has been discharged likely meaning that the risk of more costs in Nigeria are gone or at least severely reduced. I'm buying since this must be the bottom"  
[X Link](https://x.com/NatgasTurk/status/1815394481455120577)  2024-07-22T14:32Z [----] followers, [----] engagements


"@offshoremayor Great call on $BORR going to be interesting to see what $VAL and $NE will be saying about their jack-up fleets on Thursday. Especially $NE are sitting on some of the best jack-ups on the market and in all the deepwater talk the investors seem to have forgotten about them"  
[X Link](https://x.com/NatgasTurk/status/1817930989785546847)  2024-07-29T14:31Z [----] followers, [---] engagements


"$RIG just landed a new contact with BP for $531M over [----] days or $485K per day + extras. Good with a [--] year one and good but not fantastic rate considering GoM and the quality of the drillship. $NE $VAL $DO $SDRL https://www.deepwater.com/news/detailID=28756 https://www.deepwater.com/news/detailID=28756"  
[X Link](https://x.com/NatgasTurk/status/1818608043363385496)  2024-07-31T11:22Z [----] followers, 17.2K engagements


"@offshoremayor Indeed and if $RIG manages $700K+ rates in [----] then $NE would have managed to score similar contracts (NE's ships in Guyana and the Blackships from $DO are some of the best 7G rigs out there) and by that time printed so much FCF that we'd gotten our investment back in divs"  
[X Link](https://x.com/NatgasTurk/status/1818715047599714414)  2024-07-31T18:27Z [----] 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 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


"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

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