# ![@TheDriller11 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1572134204393111552.png) @TheDriller11 @TheDriller

@TheDriller posts on X about $borr, $val, $ades, $aramco the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1572134204393111552/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1572134204393111552/c:line/m:interactions.svg)

- [--] Week [------] +454%
- [--] Month [-------] +370%
- [--] Months [-------] +297%
- [--] Year [-------] -22%

### Mentions: [--] [#](/creator/twitter::1572134204393111552/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1572134204393111552/c:line/m:posts_active.svg)

- [--] Week [--] -19%
- [--] Month [--] -16%
- [--] Months [---] +112%
- [--] Year [---] +4%

### Followers: [-----] [#](/creator/twitter::1572134204393111552/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1572134204393111552/c:line/m:followers.svg)

- [--] Week [-----] +0.94%
- [--] Month [-----] +2.80%
- [--] Months [-----] +12%
- [--] Year [-----] +25%

### CreatorRank: [---------] [#](/creator/twitter::1572134204393111552/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1572134204393111552/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [gaming](/list/gaming)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$borr](/topic/$borr) #7, [$val](/topic/$val) #35, [$ades](/topic/$ades) #1, [$aramco](/topic/$aramco) #1, [$ne](/topic/$ne), [$rig](/topic/$rig) #68, [$shlf](/topic/$shlf), [$sdrl](/topic/$sdrl), [$2382sr](/topic/$2382sr) #25, [oil](/topic/oil)

**Top accounts mentioned or mentioned by**
[@icbarrett](/creator/undefined) [@potus](/creator/undefined) [@energyrealist](/creator/undefined) [@offshoremayor](/creator/undefined) [@frantzheggoy](/creator/undefined) [@unironicoilbull](/creator/undefined) [@ericnuttall](/creator/undefined) [@soundvision16](/creator/undefined) [@tommydeepwater](/creator/undefined) [@churnerofmarket](/creator/undefined) [@mugsluck](/creator/undefined) [@joshuastrub](/creator/undefined) [@traderferg](/creator/undefined) [@edark94](/creator/undefined) [@calvinfroedge](/creator/undefined) [@squirrelmacro](/creator/undefined) [@ultradeep3](/creator/undefined) [@investoren8](/creator/undefined) [@cliffengleltd](/creator/undefined) [@bioguru1986](/creator/undefined)

**Top assets mentioned**
[Borr Drilling Limited (BORR)](/topic/$borr) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Transocean LTD. (RIG)](/topic/$rig) [Seadrill Limited (SDRL)](/topic/$sdrl) [AudioCoin (ADC)](/topic/$adc) [Convex Finance (CVX)](/topic/$cvx) [Exxon Mobil (XOM)](/topic/$xom) [MyShell Token (SHELL)](/topic/$shell) [BP p.l.c. (BP)](/topic/$bp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BORR new contracted unit is making more FCF per rig than $RIG $VAL $NE $SDRL floater contracts [--]. less opex inflation [--]. 100% utilization [--]. dayrates still moving higher ***Sleep with that***"  
[X Link](https://x.com/TheDriller11/status/1645702952051507200)  2023-04-11T08:18Z [----] followers, [----] engagements


"$PGS results are just the latest demonstration that there is only one stock to buy in oil services: $BORR Seismic and FLOATERS $RIG $VAL $NE are discretionary spending which could be touch and go ***FLY TO QUALITY***"  
[X Link](https://x.com/TheDriller11/status/1646808762429128705)  2023-04-14T09:32Z [----] followers, [----] engagements


"@ICBarrett yes and yet nothing is delivered on budget or on time and hence why this is the reality $ARO is like Sete Brasil"  
[X Link](https://x.com/TheDriller11/status/1653411430371041282)  2023-05-02T14:49Z [----] followers, [---] engagements


"When $VAL joins the Jackup party of $BORR at $ 150-180k/day that's when you know 100% we ran out Feeling squeezy ***no way out of $BORR***"  
[X Link](https://x.com/TheDriller11/status/1676588657942179841)  2023-07-05T13:47Z [---] followers, [--] engagements


"Will $BORR sign $ 175-200k/day before we see $ 500k/day in floaters ***Can't compare the tightness or non-discretionary nature of these markets***"  
[X Link](https://x.com/TheDriller11/status/1677310550261264385)  2023-07-07T13:36Z [----] followers, [---] engagements


"Is a $VAL $NE $RIG floater higher value than a $BORR Jackup Doesnt look like AND the Jackup market is materially tighter now than in any period in history Also higher inflation pickier IOC clients higher tax jurisdictions woke boards more gaps in the schedule"  
[X Link](https://x.com/TheDriller11/status/1677322828322832387)  2023-07-07T14:25Z [----] followers, [---] engagements


"@SoundVision16 agree but if you look at their statements they seem to have deeply under-invested in the fleet as a whole. Too many adjustments to rely these assets are new and redy to go seemlessly $VAL $NE $RIG on the other hand $BORR jackups are brand new and warm not a stop/go shop"  
[X Link](https://x.com/TheDriller11/status/1678291265136238592)  2023-07-10T06:52Z [---] followers, [--] engagements


"Floater rhetoric: barriers to entry are the highest Floater reality: yet another rig reactivated $RIG $VAL $NE $SDRL $BORR Jackup rhetoric: no supply $BORR Jackup reality: no supply"  
[X Link](https://x.com/TheDriller11/status/1686421418702000140)  2023-08-01T17:15Z [---] followers, [---] engagements


"Even $VAL knows there is no supply"  
[X Link](https://x.com/TheDriller11/status/1686667969110085632)  2023-08-02T09:19Z [----] followers, [---] engagements


"@TommyDeepwater $XOM and to a much lesser extent $CVX are the absolute exceptions on the IOC side to have held their exploration capex broadly high during the past years Can you say $SHELL $BP $TOTAL really want to invest in deepwater exploration fat chance"  
[X Link](https://x.com/TheDriller11/status/1686722587559084032)  2023-08-02T13:44Z [---] followers, [---] engagements


"All I hear in the calls $NE $VAL $SDRL is talk about floaters while Jackups are sold out and treated as the cash cow - as they are all fully booked the marketing teams dont even know current JU rates - the lack of focus gives a massive consolidation opportunity for $BORR"  
[X Link](https://x.com/TheDriller11/status/1686986979500589056)  2023-08-03T06:51Z [---] followers, [---] engagements


"@CliffEngleLtd @bioguru1986 think it is fine was just saying $BORR founders do not sell as are not paid hands as $RIG $VAL $NE $SDRL Just a different league"  
[X Link](https://x.com/TheDriller11/status/1688588239215509514)  2023-08-07T16:29Z [---] followers, [--] engagements


"@TommyDeepwater @ICBarrett Agreed - floaters will do VERY well. I am just very upset about $VAL $NE $DO bondholders running these companies in shareholder-unfriendly ways Pisses me off that the best fleets are the worse managed ones"  
[X Link](https://x.com/TheDriller11/status/1689620040830595072)  2023-08-10T12:49Z [---] followers, [--] engagements


"@hugo01strom $BORR will distribute dividends of $ 300-500 MM per year starting in [----] 20-30% dividend yield doesnt need explanation. will be 2x the divvy yield of the sector and this assumes rates dont improve from here: but they will"  
[X Link](https://x.com/TheDriller11/status/1698640545759789308)  2023-09-04T10:13Z [---] followers, [---] engagements


"$ADES is about to IPO a fleet of materially worse quality and contracts to $BORR at the equivalent of $ 18/share ***Its coming***"  
[X Link](https://x.com/TheDriller11/status/1701129934993805546)  2023-09-11T07:05Z [----] followers, [---] engagements


"@churnerofmarket @_EnergyRealist It's not either or but JUs much stronger than other asset classes: [--]. JUs have higher utilization and zero idle capacity [--]. 1/3 of the fleet [--] yrs old and should go [--]. no yard capacity available + no orders [--]. development demand is non-discretionary"  
[X Link](https://x.com/TheDriller11/status/1701182138593280449)  2023-09-11T10:33Z [---] followers, [--] engagements


"@FrantzHeggoy not this cycle $BORR Old assets can only work if no more supply. otherwise they are gone - regulation ESG efficiency and market forces take care of these old ladies"  
[X Link](https://x.com/TheDriller11/status/1701588845530407221)  2023-09-12T13:29Z [---] followers, [---] engagements


"$ADES IPO TRANSACTION EXPECTED TO PRICE AT SAR [-----] AT TOP END OF THE RANGE BOOKS ARE MULTIPLE TIMES OVERSUBSCRIBED AT THIS LEVEL Implied value for $BORR at these levels $20/share"  
[X Link](https://x.com/TheDriller11/status/1702238559514579281)  2023-09-14T08:31Z [----] followers, [----] engagements


"@buff_raw Refi speculation on others going before $BORR. Should reverse back now Lots of $$ left $BORR into $SHLF for the refi trigger"  
[X Link](https://x.com/TheDriller11/status/1707302661467369970)  2023-09-28T07:54Z [----] followers, [---] engagements


"@ICBarrett $BORR jackup dayrates continue to climb while floater rates are flat (and below $ 450k/day) for months reality floater rhetoric Lots of shadow supply of new units stacked coming to market and $VAL doing its best to keep floater rates subdued Shallow water is a growing market"  
[X Link](https://x.com/TheDriller11/status/1709481170293915990)  2023-10-04T08:10Z [---] followers, [----] engagements


"Soft US GoM 7G drillship datapoint - c10% below last done. Updates suggest that a drillship already working in the region is frontrunner at clean day-rate of around USD 420-430k $VAL $RIG $NE ***We are all on the same boat bla bla bla BUT $BORR Jackups continue to rip higher***"  
[X Link](https://x.com/TheDriller11/status/1710314592499335187)  2023-10-06T15:22Z [---] followers, [----] engagements


"$BORR seems like Middle East is indeed a hyper growth market Who do they need assets from"  
[X Link](https://x.com/TheDriller11/status/1714581182426329508)  2023-10-18T09:56Z [---] followers, [---] engagements


"@ICBarrett No issues in jackups and $BORR Much tighter market Hence why always said floater tightness was fake as utilization manufactured by "discipline" $VAL $NE $RIG Cant compare urgency in shallow water to anything else in OFS"  
[X Link](https://x.com/TheDriller11/status/1715579766395260961)  2023-10-21T04:04Z [---] followers, [---] engagements


"$BORR just turned into a dividend MACHINE. I expect: [--]. Up to USD 50-100mm dividends before year end [--]. Up to USD 200mm dividends during [----] on upgraded EBITDA guidance above USD 600mm (dayrates 170k on renewals) [--]. Up to USD 300-500mm dividends from then Prepare your pocket"  
[X Link](https://x.com/TheDriller11/status/1717084069735927916)  2023-10-25T07:41Z [---] followers, [----] engagements


"@churnerofmarket Because there is no solid demand for floaters because floater utilization is fake (reactivations) because floater clients are fickle (IOCs) because competitors are fickle ($VAL) because demand is exploration which is fickle because $BORR is divvy ready. the list goes ON"  
[X Link](https://x.com/TheDriller11/status/1718931539398943204)  2023-10-30T10:03Z [---] followers, [---] engagements


"@RoyalFlush77777 @offshoremayor @CorneliaLake I can see that BUT they will say cost inflation eating economics AND delays in exploration dont impact short-term FCF generation (they actually help) so shareholders currently dont really care about RRR"  
[X Link](https://x.com/TheDriller11/status/1719752012923797636)  2023-11-01T16:23Z [---] followers, [--] engagements


"When will the market differentiate $BORR Jackups from crap $VAL $RIG floaters"  
[X Link](https://x.com/TheDriller11/status/1721830738503340187)  2023-11-07T10:03Z [---] followers, [----] engagements


"$VAL call: [--]. bullish on market but [----] guidance crap: nothing on dividends [--]. floaters great but cannot beat its own ST guidance [--]. floaters place to be but hey how about those gaps [--]. nobody talking about $ 500k anymore 🤡🤡🤡🤡🤡 Nothing of the above on $BORR Jackups"  
[X Link](https://x.com/TheDriller11/status/1721924865186279637)  2023-11-07T16:17Z [---] followers, [----] engagements


"$BORR results highlights: [--]. Jackups are NOT floaters $VAL $RIG $NE [--]. Modern Jackup rates continue to climb $ 165k/day with length [--] months an NO GAPS [--]. Highest dividend yield in the industry to start with and growing every quarter from here ***NO WAY BUT $BORR***"  
[X Link](https://x.com/TheDriller11/status/1725050886592815358)  2023-11-16T07:19Z [----] followers, [----] engagements


"@InvestorTobacco @_EnergyRealist Insanity. Pemex paying $BORR on time above market rates when contracts signed this is not $VAL ARO wrong forum"  
[X Link](https://x.com/TheDriller11/status/1725627849963356239)  2023-11-17T21:31Z [---] followers, [---] engagements


"@ICBarrett @offshoremayor Agreed but a hope. $BORR a reality Lowest cost barrel AND tighest market AND no supply AND infrastructure AND best balance sheet (leveraged for upside) Why bother with anything else riskier for less reward"  
[X Link](https://x.com/TheDriller11/status/1733480537640112508)  2023-12-09T13:35Z [---] followers, [---] engagements


"Are you selling cheap shares to $BORR Come along"  
[X Link](https://x.com/TheDriller11/status/1734121374174572710)  2023-12-11T08:02Z [---] followers, [----] engagements


"Interesting. so the most conservative and credible analyst in the market seems to think $BORR is a takeover target"  
[X Link](https://x.com/TheDriller11/status/1734140534514425949)  2023-12-11T09:18Z [---] followers, [----] engagements


"@odinisamu All good with diversification As long as we are honest with the facts"  
[X Link](https://x.com/TheDriller11/status/1734689262728364410)  2023-12-12T21:38Z [---] followers, [---] engagements


"Floater gaps can bite HARD $RIG $SDRL $NE $VAL $BORR on the other hand: no gaps = upgrades to estimates"  
[X Link](https://x.com/TheDriller11/status/1744272605077541063)  2024-01-08T08:19Z [----] followers, [----] engagements


"@ICBarrett 🙃🙃🙃 in [--] months $BORR will have distributed 100pct of its market cap How about $RIG Maybe a refi"  
[X Link](https://x.com/anyuser/status/1745151770048016446)  2024-01-10T18:32Z [--] followers, [---] engagements


"@Hierony69122434 they have less than [--] units that could do that out of [---] Jackup fleet [--] China fleet increased by [--] units (all drilling) past years which is considerably irrelevant compared to the idle modern floater fleet which you dont seem to be bothered with China fleet - irrelevant"  
[X Link](https://x.com/TheDriller11/status/1745757192928493576)  2024-01-12T10:38Z [---] followers, [---] engagements


"Facts about Aramco and $BORR $SHLF Jackups: [--]. They arent even being able to get MSC to [--] mmpd [--]. [--] mmpd was counter productive to oil markets so cancelling it bull economics [--]. Capex continues to grow [--]. Extending contracts for [--] years ahead of schedule - no more supply"  
[X Link](https://x.com/TheDriller11/status/1752242059086327853)  2024-01-30T08:07Z [----] followers, 12.3K engagements


"$SLB CEO: We continue to work very closely with Aramco and our understanding is that all ongoing oil and gas projects remain intact and that only two offshore oil increment projects not yet started will be suspended. Our forecast for significant growth for [----] remains intact.""  
[X Link](https://x.com/TheDriller11/status/1752575518707192091)  2024-01-31T06:12Z [----] followers, [----] engagements


"Key implications for $BORR from Saudi's humbling: [--]. $Ades and $ADC now desperate for diversification [--]. fly to quality to modern jackups [--]. lower saudi capacity = higher oil prices [--]. higher oil = higher JU demand elsewhere [--]. widening JU cycle = better for $BORR JUs"  
[X Link](https://x.com/TheDriller11/status/1752588813195440143)  2024-01-31T07:05Z [----] followers, [----] engagements


"$BORR key takeaways: [--]. $ADES and $ADC now desperate for diversification [--]. fly to quality to modern jackups [--]. saudi struggling to raise capacity = higher oil prices [--]. higher oil = higher JU demand elsewhere [--]. widening JU cycle =betterfor$BORR"  
[X Link](https://x.com/TheDriller11/status/1752613180990230567)  2024-01-31T08:41Z [----] followers, [----] engagements


"Thought experiment for $VAL $NE $RIG $BORR $SDRL investors: However unlikely how many modern/deployable units $ARAMCO has to release back in the market (in short notice unlike the history of KSA where this never happened) so that Jackup utilization is as "tight" as floaters"  
[X Link](https://x.com/TheDriller11/status/1752638188089184329)  2024-01-31T10:21Z [----] followers, [----] engagements


"Meanwhile in Gloater land will/discipline are words one uses when demand is crap for $RIG $VAL $NE $SDRL Nothing to do with sold out Jackups from $BORR: [--]. Should trade at a premium to drillers but trades at discount [--]. no gaps [--]. good leverage to upcycle **NO WAY OUT**"  
[X Link](https://x.com/TheDriller11/status/1756985611230011740)  2024-02-12T10:16Z [----] followers, [----] engagements


"Meanwhile in gloater land. $RIG $VAL $SDRL $NE weakness and dayrates subdued Totally different story to $BORR Jackups making new highs the only place to be in energy"  
[X Link](https://x.com/TheDriller11/status/1758047090939203805)  2024-02-15T08:34Z [----] followers, [----] engagements


"How much further is needed from $RIG $NE $VAL $SDRL Gloater bois so that you focus on Jackups [--]. Dayrates flattened [--]. Utilization gaps very costly [--]. Clients language horrible [--]. Momentum fading likely profit warnings Meanwhile $BORR JUs be ripping and fully sold out"  
[X Link](https://x.com/TheDriller11/status/1759515919682838994)  2024-02-19T09:51Z [---] followers, [----] engagements


"@gruust Hahahahah $BORR 30pct dividend yield at current dayrates $BORR [--] usd/share newbuild parity Dayrates need to go up another 30pct to $250k/day in [--] year contracts to justify newbuilds Tenders all time high as we speak Market sold out as we speak ***no way out of $BORR***"  
[X Link](https://x.com/TheDriller11/status/1759727057620119612)  2024-02-19T23:49Z [---] followers, [---] engagements


"@landsinvestor @HiggsEsq Cash in [----] (forget 2026): EBITDA $ [---] mm - higher at current rates Interest $ [---] mm Taxes $ [--] mm Capex $ [--] mm Nwc negligible (reactivate newbuilds in 2024) [---] mm usd free cash 27.5pct dividend yield and yes leverage will be below 2.25x so 100pct dividend payout"  
[X Link](https://x.com/TheDriller11/status/1760788170948350073)  2024-02-22T22:06Z [---] followers, [---] engagements


"$BORR jackup demand coming HOT"  
[X Link](https://x.com/TheDriller11/status/1761686965324255478)  2024-02-25T09:37Z [---] followers, [----] engagements


"$BORR could be ready to buy assets too if: [--]. Increases dividend per share [--]. Reduces the leverage Buybacks dividends and M&A"  
[X Link](https://x.com/TheDriller11/status/1762588635310838165)  2024-02-27T21:20Z [----] followers, [----] engagements


"$SDRL $RIG $NE $VAL $DO Gloaters: all eyes on [----] - Transition decade ps1: this is my last post on floaters for some time. Just closing the case here ps2: $BORR Jackups absolutely the opposite"  
[X Link](https://x.com/TheDriller11/status/1763120941352030583)  2024-02-29T08:36Z [---] followers, [----] engagements


"The offshore market needs a winner. This winner is $BORR: [--]. best management [--]. sold out fleet [--]. most modern units [--]. aligned board [--]. inelastic production-driven demand [--]. dry powder in the balance sheet Getting run over yet"  
[X Link](https://x.com/TheDriller11/status/1767198755353215406)  2024-03-11T14:39Z [---] followers, [----] engagements


"$BORR Aramco CEO looks like someone who wants to drill (a lot) Aramco's CEO Amin Nasser @CERAWeek We should abandon the fantasy of phasing out oil and gas and instead invest in them adequately reflecting realistic demand assumptions.""  
[X Link](https://x.com/TheDriller11/status/1769797443384639831)  2024-03-18T18:46Z [---] followers, [----] engagements


"$BORR likely the best risk-reward of the past years: [--]. Shallow water demand deepwater and drilling sector is hitting new highs [--]. JU market 95+% utilized and $90/bbl oil will absorb any amount of new units in months [--]. Over-capitalized balance sheet = opportunities"  
[X Link](https://x.com/TheDriller11/status/1775114047656013865)  2024-04-02T10:52Z [---] followers, [----] engagements


"@offshoremayor Agree directionally but it is clear that the same geo-structure in Mexico continues to require an even higher number of JUs whereas the US GoM went to zero because of shale As Shale runs out of steam it seems intuitive that Jackups will come back in the US as well"  
[X Link](https://x.com/TheDriller11/status/1798967929842860399)  2024-06-07T06:39Z [---] followers, [---] engagements


"@UnironicOilBull Dividends anchor valuation in a sick woke market Also bermuda based so tax free dividends"  
[X Link](https://x.com/TheDriller11/status/1806279874513866983)  2024-06-27T10:54Z [----] followers, [---] engagements


"@PRealisten They would also never refinance never distribute dividends rates would never go up demand would never broaden away from middle east and floaters would be above $500k/day 🤣🤣🤣🤣"  
[X Link](https://x.com/TheDriller11/status/1820363487316509078)  2024-08-05T07:37Z [----] followers, [---] engagements


"$ADC last comment on the call. Out of nowhere. CFO crystal clear they need diversification and says that this is the best moment for a transaction $BORR knows what you mean"  
[X Link](https://x.com/TheDriller11/status/1820829434523324442)  2024-08-06T14:29Z [----] followers, [----] engagements


"What does $BORR need to do to have a (finally) better valued share price Tender offer on shares Keep hiking dividends Sell out to MENA players M&A and scrap old units Tender offer on shares Keep hiking dividends Sell out to MENA players M&A and scrap old units"  
[X Link](https://x.com/TheDriller11/status/1826934177054298433)  2024-08-23T10:47Z [----] followers, [----] engagements


"It seems $SHLF is going to tap the revolver by Q4 say the locals If so old assets showing they are as good as no assets and belong in the junkyard $BORR or nothing"  
[X Link](https://x.com/TheDriller11/status/1834206874477948975)  2024-09-12T12:26Z [----] followers, [----] engagements


"$SHLF soft announcing a predicted equity raise before year end No dividends (ever) cash needs [----] ebitda coming lower negative fcf generation Sounds healthy there 👀👀👀👀"  
[X Link](https://x.com/TheDriller11/status/1846113779798429831)  2024-10-15T08:59Z [----] followers, [----] engagements


"@pokworld as in BS reason"  
[X Link](https://x.com/TheDriller11/status/1848633805193490846)  2024-10-22T07:53Z [----] followers, [---] engagements


"*previous math adjusted for the additional interest un $BORR debt/warchest of USD 100-200m Borr is building and that can be used for buybacks"  
[X Link](https://x.com/TheDriller11/status/1850065366564610386)  2024-10-26T06:42Z [----] followers, [----] engagements


"$BORR creditors - the real money investors - agreed to lend more to the company at similar rates as before Real money sees profits sustainable/growing from here After all if no supply and demand structurally growing where would medium-term pressure come from"  
[X Link](https://x.com/TheDriller11/status/1850802557834101055)  2024-10-28T07:31Z [----] followers, [----] engagements


"$SHLF sell side finally speaking Long overdue"  
[X Link](https://x.com/TheDriller11/status/1859878749577380103)  2024-11-22T08:37Z [----] followers, [----] engagements


"This is how this gods down next months $BORR: [--]. Spot contracts 150-200k/day for best operators [--]. Pemex extend backlogs and make suppliers current [--]. Real Sanctions enforcement [--]. Saudi called to produce unsuspend JUs Market sold out sell side lost"  
[X Link](https://x.com/TheDriller11/status/1864849998824833345)  2024-12-06T01:51Z [----] followers, [--] engagements


"$BORR bottom of the market moving to $150k/day pretty fast $ADES https://www.zawya.com/en/business/energy/saudi-ades-holding-awarded-266mln-jack-up-drilling-contract-in-thailand-j3esp2g5 https://www.zawya.com/en/business/energy/saudi-ades-holding-awarded-266mln-jack-up-drilling-contract-in-thailand-j3esp2g5"  
[X Link](https://x.com/TheDriller11/status/1873780364184875098)  2024-12-30T17:17Z [----] followers, [----] engagements


"Did anyone put in their bingo card Jackups in the US GoA $BORR https://www.bloomberg.com/news/articles/2025-01-21/trump-orders-us-waters-open-to-oil-drilling-reversing-biden https://www.bloomberg.com/news/articles/2025-01-21/trump-orders-us-waters-open-to-oil-drilling-reversing-biden"  
[X Link](https://x.com/TheDriller11/status/1881604857796407507)  2025-01-21T07:28Z [----] followers, [----] engagements


"$BORR hard truths: [--]. The world is not finding or producing enough oil to address growing demand [--]. OPEC is increasing production on a tight (record low inventory) market [--]. shallow water will need to grow consistently to keep the oil market in balance"  
[X Link](https://x.com/TheDriller11/status/1919082344821961050)  2025-05-04T17:31Z [----] followers, [----] engagements


"What gives $RIG $NE $VAL $BORR $SHLF $SDRL Shallow water will need to come to the rescue of a chronically manipulated and undersupplied oil market"  
[X Link](https://x.com/TheDriller11/status/1923269259561427037)  2025-05-16T06:48Z [----] followers, [----] engagements


"Got oil $VAL $RIG $SDRL $ADES $NE $SHLF $BORR"  
[X Link](https://x.com/TheDriller11/status/1958459802889412931)  2025-08-21T09:22Z [----] followers, [----] engagements


"$ADES has been the largest winner in Aramco Jackup tenders but. they can't deliver the rigs which are all being refurbished in yards and massively delayed - to hit their production targets Aramco needs the likes of $BORR more than ever *** no way out ***"  
[X Link](https://x.com/TheDriller11/status/1656642770637922306)  2023-05-11T12:49Z [----] followers, [----] engagements


"$BORR and Jackups is where the cycle is. Desperation among NOCs is kicking in - they cannot wait for the summer to pass ps: not even older $SHELF assets are OK anymore for $ONGC. $BORR only game in town Huge pressure in $ARAMCO"  
[X Link](https://x.com/TheDriller11/status/1675757078621614080)  2023-07-03T06:43Z [----] followers, [---] engagements


"$ADES $BORR Got Jackups ADES Holding Co.s initial public offering which seeks to raise as much as [---] billion riyals ($1.2 billion) was oversubscribed within hours of announcing the price range for whats set to be Saudi Arabias largest offering this year"  
[X Link](https://x.com/TheDriller11/status/1701130885683093862)  2023-09-11T07:09Z [----] followers, [---] engagements


"@MugsLuck @joshuastrub_ @trader_ferg @Edark94 @calvinfroedge @SquirrelMacro @Ultradeep3 @_EnergyRealist smaller than who $BORR will be the best dividend payer in the industry within 6-12 months Refi will happen now not later"  
[X Link](https://x.com/TheDriller11/status/1703700396840013926)  2023-09-18T09:20Z [----] followers, [---] engagements


"@FrantzHeggoy @MugsLuck @joshuastrub_ @trader_ferg @Edark94 @calvinfroedge @SquirrelMacro @Ultradeep3 @_EnergyRealist $SHELF will pay interest to its bondholders and high maintenance capex on its decaying fleet over the next [--] years - shareholders will have very limited FCF coming their way (best case scenario) HOT refi market will allow $SHELF to survive with dignity but $$ goes to creditors"  
[X Link](https://x.com/TheDriller11/status/1703753674642665891)  2023-09-18T12:51Z [----] followers, [---] engagements


"Very tight debt markets across drillers. Good yields on $RIG and $SHLF refis This clearly favors $BORR with the highest quality assets backlog EBITDA management and yet good leverage The refi is coming and the dividend machine will start running hot"  
[X Link](https://x.com/TheDriller11/status/1707030297911439587)  2023-09-27T13:51Z [----] followers, [----] engagements


""we have plenty of oil onshore they said" there will be lots of dead bodies in the $BORR road"  
[X Link](https://x.com/TheDriller11/status/1707292159404286253)  2023-09-28T07:12Z [----] followers, [----] engagements


"@FrantzHeggoy $SHLF MAXIMUM EBITDA over the next 3-5 years is trapped in $450 MM EBITDA which means zero dividends (capex amort interest) $BORR will make $800 MM EBITDA in [----] at current rates which means $500 MM dividends Uncontracted modern assets with good leverage vs. locked old fleet"  
[X Link](https://x.com/TheDriller11/status/1707316329726808151)  2023-09-28T08:48Z [----] followers, [---] engagements


"From $SHLF results: ***Jackups are NOT Floaters*** ***Imagine how tight are modern $BORR Jackups***"  
[X Link](https://x.com/TheDriller11/status/1722527261276971147)  2023-11-09T08:11Z [----] followers, [----] engagements


"@UnironicOilBull @offshoremayor $SHLF has sub par units that are old and wont generate fcf Most if not All fcf post maintenance capex will belong to bondholders Decaying fleet means no upside on dayrates and reduction in earnings power over time"  
[X Link](https://x.com/TheDriller11/status/1733680314793263567)  2023-12-10T02:49Z [----] followers, [---] engagements


"@Investoren8 $BORR cheaper/free just need to equally depreciate the assets. $SHLF will bleed fcf to maintain the old babies and after that will need to renew the fleet to remain the same size"  
[X Link](https://x.com/TheDriller11/status/1755296725554635155)  2024-02-07T18:25Z [----] followers, [---] engagements


"@NegativeConvex @Investoren8 @Toronto242M Wrong: Thats why shelf will never distribute they will have to pay down the debt Thats why $BORR distributes aggressively already as they have collateral On an added note: Greg new ceo. Cfo becoming ceo never bodes well for cash returns $SHLF"  
[X Link](https://x.com/TheDriller11/status/1755539680513138811)  2024-02-08T10:30Z [----] followers, [---] engagements


"$BORR $SHLF"  
[X Link](https://x.com/TheDriller11/status/1767569700353904840)  2024-03-12T15:13Z [----] followers, [----] engagements


"@JEUninformed @MedaniHytham SLB is liquidating their minority stakes across multiple companies so yesterday even less of a signal On the other hand big signal that Founder and Chairman continues to hoover $BORR shares"  
[X Link](https://x.com/TheDriller11/status/1767804542802964524)  2024-03-13T06:47Z [----] followers, [---] engagements


"Got oil $BORR Its gonna get dry"  
[X Link](https://x.com/TheDriller11/status/1768349641932726715)  2024-03-14T18:53Z [----] followers, [----] engagements


"$ADES $BORR $SHLF As discussed $ADES contract likely more reflective of its lack of experience in international markets having to drop their pants to find work rather than a reflection on the market itself Expect market rates at materially higher levels going forward"  
[X Link](https://x.com/TheDriller11/status/1772279483405324661)  2024-03-25T15:08Z [----] followers, [----] engagements


"$ADES tried to price dump and getting hoovered in the market. Already placed [--] out of [--] units in literally [--] days Soon the bad marketing teams will be again sold out Most players apart from $SHLF will struggle to divert supply anyway Oil $90/bbl = unstoppable JU demand train"  
[X Link](https://x.com/TheDriller11/status/1775788010631483817)  2024-04-04T07:30Z [----] followers, [----] engagements


"$SHLF cuts guidance but marks the bottom of market perception on Jackups Are you going to wait for $BORR to report and get run over"  
[X Link](https://x.com/TheDriller11/status/1791012333545836571)  2024-05-16T07:46Z [----] followers, [----] engagements


"Jackups is a service business after all. Look at $SHLF cutting with crap assets for years now not even being allowed to start operations Hear very bad things from clients on this Company which means a lot more demand for $BORR rigs Not all Jackups are made equal"  
[X Link](https://x.com/TheDriller11/status/1797886803506254249)  2024-06-04T07:03Z [----] followers, [----] engagements


"Agree $BORR should not be sold to $ADES $ADC However it is on you investors to value the best energy asset globally appropriately Jump now or get stolen - that's how the market works"  
[X Link](https://x.com/TheDriller11/status/1820892796032798878)  2024-08-06T18:40Z [----] followers, [----] engagements


"The pressure from $ADES $ADC to internationalise is too high Will $BORR get stolen by MENA players trading at higher valuations"  
[X Link](https://x.com/TheDriller11/status/1828703995923255638)  2024-08-28T07:59Z [----] followers, [----] engagements


"$SHLF massive capital increase incoming unless you think: i) insurance claims come in FULL and QUICKLY ii) the regulator allows them to start operations QUICKLY ps: have you ever made a claim or asked government to act quickly before $SHLF will accept ANY deal from insurers"  
[X Link](https://x.com/TheDriller11/status/1837029591489126410)  2024-09-20T07:22Z [----] followers, [----] engagements


"Even ChatGPT knows $SHLF holders are toast:"  
[X Link](https://x.com/TheDriller11/status/1837082216444080348)  2024-09-20T10:51Z [----] followers, [---] engagements


"Call on jackups is a call on $BORR https://x.com/Rory_Johnston/status/1851358679943004172t=WhoRs_57MNaycYltXNjjEw&s=08 Between the May and Oct EIA Short Term Energy Outlook reports forecast for US liquids production growth in [----] has fallen from more than [---] kbpd y/y to nearer [---] kbpd today In May the EIA held the strongest US supply growth forecast for 2025; today it's below OPEC's f'cast https://x.com/Rory_Johnston/status/1851358679943004172t=WhoRs_57MNaycYltXNjjEw&s=08 Between the May and Oct EIA Short Term Energy Outlook reports forecast for US liquids production growth in [----] has"  
[X Link](https://x.com/TheDriller11/status/1851374436613840970)  2024-10-29T21:23Z [----] followers, [----] engagements


"NOCs that dont boost Jackups run out of oil $BORR Jackups = GDP-linked assets Also non-OPEC growth nowhere to be seen post US election Fundamentals narratives"  
[X Link](https://x.com/TheDriller11/status/1851536655263453478)  2024-10-30T08:08Z [----] followers, [----] engagements


"NOCs that mess around Jackups find out fast $BORR critical infra asset for its clients"  
[X Link](https://x.com/TheDriller11/status/1851576835194163238)  2024-10-30T10:48Z [----] followers, [----] engagements


"Post elections and crooked politics are we going to finally realize the real call on OPEC and shallow water $BORR https://www.washingtonpost.com/opinions/2024/10/31/maximum-pressure-iran-sanctions/ https://www.washingtonpost.com/opinions/2024/10/31/maximum-pressure-iran-sanctions/"  
[X Link](https://x.com/TheDriller11/status/1851957132293181944)  2024-10-31T11:59Z [----] followers, [----] engagements


"What happens to Jackup demand when Iran exports are totally out of the market $BORR"  
[X Link](https://x.com/TheDriller11/status/1854009210092007618)  2024-11-06T03:53Z [----] followers, [----] engagements


"What will this do to Jackup demand $BORR Seems like Saudi will need to press that pedal after all"  
[X Link](https://x.com/TheDriller11/status/1856246390260633860)  2024-11-12T08:03Z [----] followers, [----] engagements


"$BORR mini tender offers Are you selling cheap shares More to come"  
[X Link](https://x.com/TheDriller11/status/1856516432646778896)  2024-11-13T01:56Z [----] followers, [----] engagements


"Sounds interesting for Jackup demand given that Iran is only onshore and their exports led Saudi to control its own output Tell me more $BORR"  
[X Link](https://x.com/TheDriller11/status/1857754430386413829)  2024-11-16T11:55Z [----] followers, [----] engagements


"Saudi will even get drilling dough from US to boost output as they dont have fcf any more All them Jackups are going to be called back to drill arent they What happens then $BORR ⛏⛏⛏⛏"  
[X Link](https://x.com/TheDriller11/status/1857755212900945987)  2024-11-16T11:58Z [----] followers, [----] engagements


"Drill baby drill but where $BORR $VAL $ADES"  
[X Link](https://x.com/TheDriller11/status/1858407245031092724)  2024-11-18T07:09Z [----] followers, [----] engagements


"Fake news hunted dow Oil demand growing steadily $BORR $VAL $RIG $NE $SDRL"  
[X Link](https://x.com/TheDriller11/status/1859086529995366867)  2024-11-20T04:09Z [----] followers, [----] engagements


"@SoundVision16 Everybody else as per Granular Capital presentation on $BORR at Sohn London"  
[X Link](https://x.com/TheDriller11/status/1859316776514834733)  2024-11-20T19:23Z [----] followers, [----] engagements


"What can $SHLF do to avoid going bankrupt It's clear they cannot survive in the current structure as cannot generate cash flow and old fleet impacts the contract rolls of its modern Jackups Scrap [--] rigs fix market Put itself for sale Management doesnt care Keep all rigs and hope Scrap [--] rigs fix market Put itself for sale Management doesnt care Keep all rigs and hope"  
[X Link](https://x.com/TheDriller11/status/1859868791876043147)  2024-11-22T07:57Z [----] followers, [----] engagements


"$SHLF sell side has been too lenient with the older jackups and now getting found out. fast"  
[X Link](https://x.com/TheDriller11/status/1859880184150962671)  2024-11-22T08:42Z [----] followers, [---] engagements


"$SHLF puke is good for the broader market and $BORR: [--]. Show older Jackups are worthless [--]. Punish slow decision making/misaligned mgmt [--]. Force undisciplined players to shut capacity fast [--]. Increases utilization dramatically [--]. Force clients to pivot strategy"  
[X Link](https://x.com/TheDriller11/status/1859987087996690831)  2024-11-22T15:47Z [----] followers, [----] engagements


"What share price is needed for $SHLF management to act rationally and retire 10-15 rigs we are there now nok [---] they will never do it nok [--] we are there now nok [---] they will never do it nok 5"  
[X Link](https://x.com/TheDriller11/status/1860775283864862935)  2024-11-24T19:59Z [----] followers, [----] engagements


"If $SHLF management doesnt wake up and take proactive action in bulk-scrapping rigs this could be a true zero Doing nothing/little = management gambling with shareholders $$"  
[X Link](https://x.com/TheDriller11/status/1861366480983515220)  2024-11-26T11:08Z [----] followers, [----] engagements


"$BORR Pemex "payment issues"are great for retail to lose money and banks to make trades nothing else in the long run https://www.bloomberg.com/news/articles/2024-11-26/pemex-to-work-with-finance-ministry-on-debt-plan-for-suppliersembedded-checkout=true https://www.bloomberg.com/news/articles/2024-11-26/pemex-to-work-with-finance-ministry-on-debt-plan-for-suppliersembedded-checkout=true"  
[X Link](https://x.com/TheDriller11/status/1861679606161383845)  2024-11-27T07:53Z [----] followers, [----] engagements


"Markets are screaming. $SHLF shareholders need to get new management and new board One that can do what it takes to protect them If it doesnt act forcefully now it needs randomness to survive Will markets win over crooked management"  
[X Link](https://x.com/TheDriller11/status/1861758730301256122)  2024-11-27T13:07Z [----] followers, [----] engagements


"$BORR 1.5mbpd from Iran to Saudi in 321"  
[X Link](https://x.com/TheDriller11/status/1863970845552472494)  2024-12-03T15:37Z [----] followers, [----] engagements


"$BORR gonna need them Jackups arent we *RUTTE: ALLIES AGREED ON TOUGHER ACTIONS VS RUSSIAN SHADOW FLEET"  
[X Link](https://x.com/TheDriller11/status/1864268023541981692)  2024-12-04T11:18Z [----] followers, [----] engagements


"@trend_bullish @staunovo $BORR"  
[X Link](https://x.com/TheDriller11/status/1864789647907328256)  2024-12-05T21:51Z [----] followers, [---] engagements


"This is how this goes down next months $BORR: [--]. Spot contracts 150-200k/day for best operators [--]. Pemex extend backlogs and make suppliers current [--]. Real Sanctions enforcement [--]. Saudi called to produce unsuspend JUs Market sold out sell side lost"  
[X Link](https://x.com/TheDriller11/status/1864850221286506954)  2024-12-06T01:51Z [----] followers, [----] engagements


"$BORR Norwegian forced sellers done"  
[X Link](https://x.com/TheDriller11/status/1866060325222560059)  2024-12-09T10:00Z [----] followers, [----] engagements


"Are you listening $BORR current and potential shareholders Clear your ears its not too late. Ride or die 🫡🫡🫡🫡🫡🫡 This is how this goes down next months $BORR: [--]. Spot contracts 150-200k/day for best operators [--]. Pemex extend backlogs and make suppliers current [--]. Real Sanctions enforcement [--]. Saudi called to produce unsuspend JUs Market sold out sell side lost https://t.co/JrtOYCWYRl This is how this goes down next months $BORR: [--]. Spot contracts 150-200k/day for best operators [--]. Pemex extend backlogs and make suppliers current [--]. Real Sanctions enforcement [--]. Saudi called to produce"  
[X Link](https://x.com/TheDriller11/status/1866239646398607546)  2024-12-09T21:52Z [----] followers, [----] engagements


"$BORR Stop listening to sell side. Stop listening to sell side. Stop listening to sell side. Stop listening to sell side. Stop listening to sell side"  
[X Link](https://x.com/TheDriller11/status/1866248158080311336)  2024-12-09T22:26Z [----] followers, [----] engagements


"$BORR investors have been fooled until when PEMEX began addressing its outstanding debts committing to pay approximately [---] local suppliers in Ciudad del Carmen by Dec. [--]. This move follows an urgent virtual conference involving PEMEX executives and local business leaders"  
[X Link](https://x.com/TheDriller11/status/1866399351310012776)  2024-12-10T08:27Z [----] followers, [----] engagements


"$BORR Listen to this and tell me where oil will come from ☠☠☠☠ https://youtu.be/WJEAxADZA8ssi=PnqJZUppJPjRv57o https://youtu.be/WJEAxADZA8ssi=PnqJZUppJPjRv57o"  
[X Link](https://x.com/TheDriller11/status/1866793844983070868)  2024-12-11T10:35Z [----] followers, [----] engagements


"$SHLF also admitting old jackup rigs are basically worthless"  
[X Link](https://x.com/TheDriller11/status/1869427924836950017)  2024-12-18T17:02Z [----] followers, [----] engagements


"When will the market digest that old rigs without a contract have zero value $SHLF $BORR"  
[X Link](https://x.com/TheDriller11/status/1870042313054941377)  2024-12-20T09:43Z [----] followers, [----] engagements


"@AnxanumC *the value of $SHLF most sellable older unit without contract was 11m USD The rest probably less and definitely in a bulk much less"  
[X Link](https://x.com/TheDriller11/status/1870045491905355985)  2024-12-20T09:56Z [----] followers, [---] engagements


"$SHLF self-serving board has been raided Mass scrapping next"  
[X Link](https://x.com/TheDriller11/status/1876675992653066447)  2025-01-07T17:03Z [----] followers, [----] engagements


"$PEMEX clearing the decks as operators put tools down before they start paying Expect payments to $BORR to resume in the coming weeks as Mexican production collapses"  
[X Link](https://x.com/TheDriller11/status/1879897344583573602)  2025-01-16T14:23Z [----] followers, [----] engagements


"@teerpnam1 $Pemex ran out of consumables for the rigs and had to stop Nothing to see here apart from payments imminent and resumption of work"  
[X Link](https://x.com/TheDriller11/status/1880027886541041823)  2025-01-16T23:02Z [----] followers, [---] engagements


"$SHLF One year extension for JU Scepter in WA. Contract value of USD 50m -- dayrate of USD 137k/day Bottom of the market already turned Imagine for $BORR top notch units"  
[X Link](https://x.com/TheDriller11/status/1892470204061319536)  2025-02-20T07:03Z [----] followers, [----] engagements


"When will $SHLF reorg RIP Old Jackups Wholesale retirement of rigs coming soon"  
[X Link](https://x.com/TheDriller11/status/1917218579411255425)  2025-04-29T14:05Z [----] followers, [----] engagements


"Until when $BORR $SHLF https://www.bloomberg.com/news/newsletters/2025-05-16/oil-market-s-missing-barrels-have-gone-up-in-smoke https://www.bloomberg.com/news/newsletters/2025-05-16/oil-market-s-missing-barrels-have-gone-up-in-smoke"  
[X Link](https://x.com/TheDriller11/status/1923497774793822233)  2025-05-16T21:56Z [----] followers, [----] engagements


"Should $ADES and other Jackup companies be penalized for running units way past their retirement age The below jackup was built in the 1960s. the industry needs rapid retirement of older steel"  
[X Link](https://x.com/TheDriller11/status/1940332017209758146)  2025-07-02T08:49Z [----] followers, [----] engagements


"$ADES desperate for credible operations after multiple accidents went for $SHLF [--]. Merge worse players means rate floor goes up [--]. $ADES breakeven goes up as $SHLF loses money and adds debt [--]. Increased chance of client diversification to others ($ARAMCO $CVX) [--]. scrapping"  
[X Link](https://x.com/TheDriller11/status/1952730513845727425)  2025-08-05T13:56Z [----] followers, [----] engagements


"Jackups inflecting $VAL $ADES $NE $SHLF $BORR"  
[X Link](https://x.com/TheDriller11/status/1958459356841759026)  2025-08-21T09:21Z [----] followers, 14K engagements


"Jackups inflecting $SHLF $VAL $ADES $NE $BORR Run"  
[X Link](https://x.com/TheDriller11/status/1960668398934794729)  2025-08-27T11:39Z [----] followers, [----] engagements


"$VAL $SHLF $RIG $NE $BORR $SDRL $ADES https://www.hellenicshippingnews.com/mexicos-pemex-signs-first-mixed-contracts-with-private-firms-to-boost-oil-output/utm_source=chatgpt.com https://www.hellenicshippingnews.com/mexicos-pemex-signs-first-mixed-contracts-with-private-firms-to-boost-oil-output/utm_source=chatgpt.com"  
[X Link](https://x.com/TheDriller11/status/1963630408899141660)  2025-09-04T15:49Z [----] followers, [----] engagements


"Show me the oil $RIG $SHLF $ADES $SDRL $BORR $VAL $NE Facts Narratives https://www.bloomberg.com/news/videos/2025-09-08/oil-price-won-t-go-down-even-as-production-rises-currie-video https://www.bloomberg.com/news/videos/2025-09-08/oil-price-won-t-go-down-even-as-production-rises-currie-video"  
[X Link](https://x.com/TheDriller11/status/1964994891173482699)  2025-09-08T10:11Z [----] followers, [----] engagements


"Where do you think all the $SHLF shareholders and bondholders will redeploy their Jackup capital $NE $VAL $RIG $SDRL $BORR Clearly $ADES in a hurry and keen. What do they see $ARAMCO doing next"  
[X Link](https://x.com/TheDriller11/status/1967840792254554514)  2025-09-16T06:39Z [----] followers, [----] engagements


"Shallow water offshore is gaining consistent share over time to address oil & gas demand $VAL $NE $BORR $SHLF This is where demand for development drilling and Jackups is going to be Facts Narrative Thank you for your attention on this matter"  
[X Link](https://x.com/TheDriller11/status/1967905609086599583)  2025-09-16T10:57Z [----] followers, [----] engagements


"Where is the oil Market seems bit short $RIG $VAL $NE $SHLF $BORR $SDRL"  
[X Link](https://x.com/TheDriller11/status/1967907918801747981)  2025-09-16T11:06Z [----] followers, [----] engagements


"Where is the oil coming from $VAL $NE $SHLF $BORR $RIG https://www.dallasfed.org/research/surveys/des/2025/2503#tab-questions https://www.dallasfed.org/research/surveys/des/2025/2503#tab-questions"  
[X Link](https://x.com/TheDriller11/status/1971160515620777993)  2025-09-25T10:31Z [----] followers, [----] engagements


"$NE $VAL $ADES $BORR"  
[X Link](https://x.com/TheDriller11/status/1981356314501513431)  2025-10-23T13:45Z [----] followers, [----] engagements


"While the floater business of $NE $VAL $RIG $SDRL continues to struggle with no fleet retirements in sight and week demand $BORR Jackups are inflecting ANY external negative contract news should be quickly offset by even stronger contracts as market rips Stay away at your risk"  
[X Link](https://x.com/TheDriller11/status/1982310240990142739)  2025-10-26T04:56Z [----] followers, [----] engagements


"Focused Jackup operators such as $ADNOCDRI $BORR $ADES have full utilization control and sign contracts when they want/need Unlike the unpredictable and volatile floater business of $RIG $NE $SDRL $VAL Jackups sound like a high multiple business And momentum is just starting"  
[X Link](https://x.com/TheDriller11/status/1982782306117898362)  2025-10-27T12:11Z [----] followers, [----] engagements


"Gloater boys please compare the results of $NE (first net loss reported since 2021) and also $RIG $VAL $SDRL with the results below from $ADNOCDRI and also $BORR $ADES Which business is more durable and is looking better for the foreseeable future Jackups Floaters"  
[X Link](https://x.com/TheDriller11/status/1983072611861942478)  2025-10-28T07:25Z [----] followers, [----] engagements


"$NE $RIG $SDRL $VAL "Next year will inflect" (say by all floater companies every quarter since 2021) 🤡🤡🤡🤡"  
[X Link](https://x.com/TheDriller11/status/1983075165501091952)  2025-10-28T07:35Z [----] followers, [----] engagements


"@Sedss33321 @ICBarrett $NE $SDRL $VAL $RIG"  
[X Link](https://x.com/TheDriller11/status/1983182402252902895)  2025-10-28T14:41Z [----] followers, [---] engagements


"$NE $RIG $VAL $SDRL Gloater boys always selling HOPIUM Always next year - but now not even that - "all eyes in 2027" 🤡🤡🤡🤡"  
[X Link](https://x.com/TheDriller11/status/1983434780990681588)  2025-10-29T07:24Z [----] followers, [----] engagements


""Investors" be like : Jackups I will believe it when I see it $ADES $BORR $ADNOCDRI"  
[X Link](https://x.com/TheDriller11/status/1983448386260131995)  2025-10-29T08:18Z [----] followers, [----] engagements


"$BORR sanction terminations likely cancelled JSC "LUKOIL" informs that it received an offer from Gunvor Group Ltd. (hereinafter the "Purchaser") to purchase LUKOIL International GmbH (100% subsidiary of PJSC "LUKOIL" which owns international assets of LUKOIL Group)"  
[X Link](https://x.com/TheDriller11/status/1983812064171720895)  2025-10-30T08:23Z [----] followers, [----] engagements


"Floater boys there is always "the year after next" for you $RIG $NE $SDRL $VAL So sad Without oil ripping (90+) there is no floater business. No rig retirements and no urgency from clients Meanwhile Jackups after $ARAMCO hoax are strong and inflecting $ADES $ADNOCDRI $BORR"  
[X Link](https://x.com/TheDriller11/status/1984165069819687207)  2025-10-31T07:46Z [----] followers, [----] engagements


"$ADES $NE $VAL $BORR $ADNOCDRI Back. In. Business"  
[X Link](https://x.com/TheDriller11/status/1984174817776644553)  2025-10-31T08:25Z [----] followers, [----] engagements


"$BORR $ADES $RIG $NE $VAL $SDRL Jackups inflecting and high quality assets have ability to relocate FAST Sanctions = Contract found at higher rates within a week Peers struggle to find local work while Borr created a FLEXIBLE platform unlike other assets in drilling"  
[X Link](https://x.com/TheDriller11/status/1986352527592296946)  2025-11-06T08:38Z [----] followers, [----] engagements


"$BORR $ADES $NE $VAL $SDRL $RIG Jackups: Chase or get left behind"  
[X Link](https://x.com/TheDriller11/status/1986467362108023088)  2025-11-06T16:15Z [----] followers, [----] engagements


"$BORR a mild 50pct TP upgrade to start Chase"  
[X Link](https://x.com/TheDriller11/status/1986772745820991566)  2025-11-07T12:28Z [----] followers, [----] engagements


"$ADES $BORR $VAL $NE $SHLF Jackups - Inflecting"  
[X Link](https://x.com/TheDriller11/status/1987815761071493489)  2025-11-10T09:33Z [----] followers, [----] engagements


"$ADES $BORR $VAL $NE $SHLF Jackups - Inflecting 1/3 fleet obsolete (including $ADES $SHLF) with no room to fix"  
[X Link](https://x.com/TheDriller11/status/1987816600628601124)  2025-11-10T09:36Z [----] followers, [----] engagements


"Where is the world's cheapest cleanest and fastest to market oil & gas reserves $ADNOCDRI $BORR $ADES $ARAMCO $VAL Offshore shallow water only game in town"  
[X Link](https://x.com/TheDriller11/status/1988481382822092830)  2025-11-12T05:38Z [----] followers, [----] engagements


"So no more surplus demand growth indefinitely OPEC gaining aggressive share and IOCs such as $CVX realizing they need to drill Shallow water oil will need to grow A LOT for the below to be the case Any clues who leads in Jackups $ADES $BORR $VAL $NE $RIG $SDRL $ARAMCO"  
[X Link](https://x.com/TheDriller11/status/1988882119469232373)  2025-11-13T08:10Z [----] followers, [----] engagements


""Zero supply outside of OPEC" Shallow water or nothing $ADES $BORR $ADNOCDRI $NE $VAL $RIG $SDRL https://www.youtube.com/watchv=MMSt5zxpnGA https://www.youtube.com/watchv=MMSt5zxpnGA"  
[X Link](https://x.com/TheDriller11/status/1989277483435450811)  2025-11-14T10:21Z [----] followers, [----] engagements


"Stay away at your own peril $ADES $NE $RIG $BORR $SDRL $VAL https://www.cnbc.com/video/2025/11/18/opec-secretary-general-hits-back-at-global-oil-surplus-reports.html__source=sharebartwitter&par=sharebar https://www.cnbc.com/video/2025/11/18/opec-secretary-general-hits-back-at-global-oil-surplus-reports.html__source=sharebartwitter&par=sharebar"  
[X Link](https://x.com/TheDriller11/status/1990842204160434681)  2025-11-18T17:59Z [----] followers, [----] engagements


"Jackups or nothing $ADES $BORR $NE $VAL $SDRL $RIG Hard inflection"  
[X Link](https://x.com/TheDriller11/status/1993417915409088858)  2025-11-25T20:34Z [----] followers, [----] engagements


"$RIG $SDRL $NE $VAL But but. [----] will be the year of the floaters 🥱🥱🥱🥱"  
[X Link](https://x.com/TheDriller11/status/1993648031347224707)  2025-11-26T11:48Z [----] followers, 15.5K engagements


"Jackups or nothing $RIG $SDRL $NE $VAL $BORR Shallow water development demand growth deepwater exploration multi year contraction"  
[X Link](https://x.com/TheDriller11/status/1994305033827967358)  2025-11-28T07:19Z [----] followers, [----] engagements


"JU market consolidation going strong Market of [--] with increased pricing power $ADES $VAL $BORR As $ARAMCO comeback makes the market soldout $BORR acquiring units at nearly half of its EV per rig growing and deleveraging"  
[X Link](https://x.com/TheDriller11/status/1998152243355558210)  2025-12-08T22:06Z [----] followers, [----] engagements


"$VAL dragging down all gloater boys $RIG $NE $SDRL $BORR $ADES Jackups sold out and consolidating = only place to be $VAL Should not remain independent for long Who will purge this baby"  
[X Link](https://x.com/TheDriller11/status/1999577869706473915)  2025-12-12T20:31Z [----] followers, [----] engagements


"Trump @POTUS desperate attacks in Venezuela a further confirmation shale is dead Call on OPEC only increases with no end in sight for any wars Jackups anyone $ADES $VAL $BORR Conflict radar: Venezuela/ Russia & Ukraine / Iran & Israel & the U.S. / Yemen/ Sudan/ Gaza"  
[X Link](https://x.com/TheDriller11/status/2007379229051326714)  2026-01-03T09:11Z [----] followers, [---] engagements


"@POTUS squeezed as bears run out of ammo Where is the glut Oil above $60 and lose wires in Iran and Russia Got oil $val $rig $sdrl $ne $borr $ades"  
[X Link](https://x.com/TheDriller11/status/2009341023571595574)  2026-01-08T19:06Z [----] followers, [---] engagements


"Shallow water production (short cycle) with $BORR is the only way out of this Huge draws coming unanswered is simply a dangerous and unsustainable equilibrium ** $Aramco and $ADNOC know we are running out and are rushing to secure Jackup side long-term ** Are you"  
[X Link](https://x.com/TheDriller11/status/1674301967395422210)  2023-06-29T06:21Z [----] followers, [---] engagements


"Jackups or nothing Chase. $ADES $VAL $BORR"  
[X Link](https://x.com/TheDriller11/status/1996936805812216069)  2025-12-05T13:36Z [----] followers, 18.7K engagements


"$BORR $NE Premium Jackup market cornered Hard squeeze as utilisation approaches 100pct Oh and by the way Noble JU 3000s are gas rigs Chase"  
[X Link](https://x.com/TheDriller11/status/1998149719542091787)  2025-12-08T21:56Z [----] followers, [----] engagements


"$BORR new TP up a mild 100pct $ADES $VAL $BORR Jackups are inflecting hard Sky rocketing tender demand + in a sold out market = Explosive setup"  
[X Link](https://x.com/TheDriller11/status/1998660276862820402)  2025-12-10T07:45Z [----] followers, [----] engagements


"$RIG $VAL $NE $BORR $SDRL Its time"  
[X Link](https://x.com/TheDriller11/status/2000471902133907849)  2025-12-15T07:44Z [----] followers, [----] engagements


"Narrative boys @POTUS could make stuff up with no accountability because of two core pillars which are going up in flames: [--]. Shale's ability to grow output and respond (GONE) [--]. OPEC spare capacity (soon GONE) $RIG $ADES $NE $SDRL $BORR $ADES $ARAMCO https://www.kingdomexploration.com/page=news&article=eia-opec-capacity-redefinition-january-2026-supply-crisis https://www.kingdomexploration.com/page=news&article=eia-opec-capacity-redefinition-january-2026-supply-crisis"  
[X Link](https://x.com/TheDriller11/status/2011453800511590623)  2026-01-14T15:02Z [----] followers, [---] engagements


"No way out but $BORR ***SOLD OUT***"  
[X Link](https://x.com/TheDriller11/status/1659173947076755458)  2023-05-18T12:27Z [----] followers, [----] engagements


"$BORR $VAL $RIG $NE $SDRL Its coming"  
[X Link](https://x.com/TheDriller11/status/1688516217655484416)  2023-08-07T11:43Z [----] followers, [----] engagements


"$BORR will shortly have: [--]. best balance sheet in the industry: want fixed and high leverage in an upcycle [--]. best assets: modern Jackups are non-discretionary and SOLD OUT [--]. best management [--]. best board [--]. best owners [--]. Market is sold out and fleet has contract upside"  
[X Link](https://x.com/TheDriller11/status/1716698850684006817)  2023-10-24T06:11Z [----] followers, [----] engagements


"$BORR show time"  
[X Link](https://x.com/TheDriller11/status/1724780936603312576)  2023-11-15T13:26Z [----] followers, [----] engagements


"Just passing by. [--]. $BORR is the best performing driller for the 3rd consecutive year since $VAL $NE emerged from c11. [--]. It has done that without taking oil price risk as Jackups are production assets [--]. While shareholders also have the highest div/buyback yield"  
[X Link](https://x.com/TheDriller11/status/1740667735812853950)  2023-12-29T09:35Z [----] followers, [----] engagements


"Just passing by to say that: [--]. $BORR is rolling contracts at HIGHER RATES with NO GAPS and well in advance of schedule [--]. that's what happens in sold out Jackup markets with zero supply coming"  
[X Link](https://x.com/TheDriller11/status/1742101766559179016)  2024-01-02T08:33Z [----] followers, [----] engagements


"and. its gone For the first time in history you have an undersupplied Jackup market with zero prospects of newbuilds coming to save the day $BORR"  
[X Link](https://x.com/TheDriller11/status/1745748256229834772)  2024-01-12T10:03Z [----] followers, [----] engagements


"$BORR or nothing ***PLAY ON***"  
[X Link](https://x.com/TheDriller11/status/1750778668941504695)  2024-01-26T07:12Z [----] followers, [----] engagements


"DNB calling for a bid on $BORR as the only modern fleet worthy of acquiring ***seems to be heating up in banker land***"  
[X Link](https://x.com/anyuser/status/1750812693798273205)  2024-01-26T09:27Z [----] followers, 23.2K engagements


"$BORR $SHLF Saudi Aramco admitting they cannot raise production due to lack of rigs is unprecedented Last time they sent similar messages the Jackup fleet 2x in country Now conversations are to extend existing fleet for [--] years and ahead of schedule Coincidences or patterns"  
[X Link](https://x.com/anyuser/status/1752231220484735034)  2024-01-30T07:24Z [----] followers, 10.3K engagements


"$BORR getting interesting as reality surfaces"  
[X Link](https://x.com/TheDriller11/status/1752400433958510855)  2024-01-30T18:36Z [----] followers, 11.2K engagements


"$BORR reality is coming huge ADNOC DRILLING PLANS FURTHER FLEET EXPANSION IN 2024"  
[X Link](https://x.com/TheDriller11/status/1754834038550851877)  2024-02-06T11:46Z [----] followers, [----] engagements


"$BORR market sold out no operator will release anything (for years already) and the big guns continue to squeeze supply Are you standing in front of the steaming train https://www.zawya.com/en/business/energy/adnoc-drilling-looks-ahead-to-2024-with-confidence-with-plans-for-further-fleet-expansion-r6i3jkf9amp=1 https://www.zawya.com/en/business/energy/adnoc-drilling-looks-ahead-to-2024-with-confidence-with-plans-for-further-fleet-expansion-r6i3jkf9amp=1"  
[X Link](https://x.com/TheDriller11/status/1754834987692773538)  2024-02-06T11:50Z [----] followers, 21.7K engagements


"$BORR or nothing"  
[X Link](https://x.com/TheDriller11/status/1754939549497667584)  2024-02-06T18:46Z [----] followers, [----] engagements


"$BORR This is going to be interesting Stand in front of the Jackup train = get run over"  
[X Link](https://x.com/TheDriller11/status/1755121507993284977)  2024-02-07T06:49Z [----] followers, [----] engagements


"$BORR Jackups continue to move higher No gaps follow-on contracts at rates around $170k/day Filling up [----] and [----] puts high pressure on new clients to move fast **no gaps = high FCF = only in Jackups** Dividend machine humming along"  
[X Link](https://x.com/TheDriller11/status/1756950842685427860)  2024-02-12T07:58Z [----] followers, [----] engagements


"$BORR repeat with me: **RELENTLESS EXECUTION** [--]. Dayrates continue to climb [--]. Revenue ebitda net income continue to climb [--]. Modern JU utilization going to 97pct near term [--]. Started buyback Ready to sell cheap shares to $BORR"  
[X Link](https://x.com/TheDriller11/status/1760576832628252940)  2024-02-22T08:06Z [----] followers, [----] engagements


"$BORR results highlights: [--]. Insane tightness [--]. No gaps expected [--]. Tenders popping out from everywhere [--]. Term business [--]. Strong dividend underpin [--]. Opportunistic capital allocation Bring it on"  
[X Link](https://x.com/TheDriller11/status/1760677495094100278)  2024-02-22T14:46Z [----] followers, [----] engagements


"$BORR raising money at lower rates than the stack and creating headroom for massive dividend payouts and buybacks Borr Drilling Limited - Announces Pricing of Additional $200 Million Offering of 10.000% Senior Secured Notes due 2028"  
[X Link](https://x.com/TheDriller11/status/1762553585651392811)  2024-02-27T19:01Z [----] followers, [----] engagements


"$BORR Aramco capex expected to GROW into the foreseeable future Ready to get run over"  
[X Link](https://x.com/TheDriller11/status/1766732600008122392)  2024-03-10T07:47Z [----] followers, [----] engagements


"Summary of $ARAMCO capex for $BORR and Jackups: [--]. Remain ready to increase MSC [--]. Growing capex through the decade anyway due to massive depletion The more this goes on the more it looks like Saudi will need the best Jackup assets they can get his hands on"  
[X Link](https://x.com/TheDriller11/status/1767062436446715925)  2024-03-11T05:38Z [----] followers, [----] engagements


"$BORR $ARAMCO CEO: "that should not impact the number of rigs that we have in the field" As discussed several times: fair enough if they choose to get rid of inefficient old steel but they need the rig count to stay as high as it has been **no way out from $BORR**"  
[X Link](https://x.com/TheDriller11/status/1767094193149640922)  2024-03-11T07:44Z [----] followers, [----] engagements


"$ADES tell you all you need to know on how the credible local markets (highly liquid) interpret $ARAMCO Capex announcements Bullish credible providers of Jackups in the Kingdom including $BORR"  
[X Link](https://x.com/TheDriller11/status/1767126537503953146)  2024-03-11T09:52Z [----] followers, [----] engagements


"$Aramco earnings call: The MSC should not have impact on the number of rigs w are using. We are dropping a few offshore rigs oil but will add for gas. Currently have a bit over [---] rigs (offshore and onshore) will still be using a bit over [---] rigs $BORR modern units do gas"  
[X Link](https://x.com/TheDriller11/status/1767178879926505641)  2024-03-11T13:20Z [----] followers, [----] engagements


"$BORR Drilling Limited - Notification of PDMR transaction Drew Holdings Ltd. a close associate of Mr. Tor Olav Trim has on [--] March [----] bought [------] common shares in Borr Drilling Limited at an average price of NOK [-----] per share"  
[X Link](https://x.com/anyuser/status/1767459943680995462)  2024-03-12T07:57Z [----] followers, [----] engagements


"$BORR dividends will rocket with bondholders not getting the cash sweep (as bonds trading above 105) Whats the dividend yield on $BORR for [----] [--]. EBITDA 700m usd [--]. Interest 150m usd [--]. Capex 50m usd [--]. Taxes 50m usd Dividends: 450m usd or 25pct yield"  
[X Link](https://x.com/TheDriller11/status/1768130448411054477)  2024-03-14T04:22Z [----] followers, [----] engagements

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