[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @boyer_jeremie Jérémie Boyer Jérémie Boyer posts on X about val, $borr, $ne, $val the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1100077361909899265/interactions)  - X Week XXXXXX +138% - X Year XXXXXX +5,170% ### Mentions: XX [#](/creator/twitter::1100077361909899265/posts_active)  ### Followers: XXX [#](/creator/twitter::1100077361909899265/followers)  - X Week XXX +68% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1100077361909899265/influencer_rank)  ### Social Influence [#](/creator/twitter::1100077361909899265/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XX% [countries](/list/countries) XX% [celebrities](/list/celebrities) X% [finance](/list/finance) X% [stocks](/list/stocks) X% **Social topic influence** [val](/topic/val) 8%, [$borr](/topic/$borr) 8%, [$ne](/topic/$ne) 8%, [$val](/topic/$val) 8%, [peg](/topic/peg) 8%, [$170m](/topic/$170m) 8%, [$10995m](/topic/$10995m) 8%, [$207m](/topic/$207m) 8%, [argentina](/topic/argentina) 8%, [mexico](/topic/mexico) X% **Top accounts mentioned or mentioned by** [@lasse108](/creator/undefined) [@secrets4stocks](/creator/undefined) [@deyhatemetoo](/creator/undefined) [@vikingeyes](/creator/undefined) [@timodengler](/creator/undefined) [@josephssocial](/creator/undefined) [@gruust](/creator/undefined) [@lassenjohansen](/creator/undefined) [@valueinvest12](/creator/undefined) [@irbezek](/creator/undefined) [@mrworldwide3056](/creator/undefined) [@kakashicapital](/creator/undefined) [@mihailedideas](/creator/undefined) [@nstepmum](/creator/undefined) [@dieselcapital1](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@mihail_edideas](/creator/undefined) **Top assets mentioned** [Noble Corporation (NE)](/topic/$ne) [Validity (VAL)](/topic/$val) [Banco Macro S.A. (BMA)](/topic/$bma) [dHedge DAO (DHT)](/topic/$dht) [Transocean LTD. (RIG)](/topic/$rig) [Seadrill Limited (SDRL)](/topic/$sdrl) [Corporacion America Airports S.A. (CAAP)](/topic/$caap) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) ### Top Social Posts [#](/creator/twitter::1100077361909899265/posts) --- Top posts by engagements in the last XX hours "@Secrets4stocks @deyhatemetoo @lasse108 They are currently doing one with Matt Damon"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946193411142275449) 2025-07-18 13:00:42 UTC XXX followers, XX engagements "@lasse108 The Shipping man and the other that follow (Matt McCleery). One Up Wall Street & Beating the Street (Peter Lynch). Hot Commodities (Jim Rogers)"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945989213746299231) 2025-07-17 23:29:17 UTC XXX followers, XX engagements "Offshore is tightening fast. Jackup utilization: XX% (May '25) Active rigs down XX% since 2014 7th-gen drillships at $650K/day $RIG backlog: $7.9B into 2027 Most investors still arent paying attention. That wont last. $NE $VAL $SDRL $BORR $ODL.OL #OOTT #OilStocks"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946243399528357913) 2025-07-18 16:19:20 UTC XXX followers, 12.7K engagements "@TimoDengler I mean yeah its not dirty cheap but with consensus revenue set to jump XX% to $XXX M (vs $XXXXXX M) and FY XX EBITDA guide of $XXX M (+330% YoY) . With freecashflow yield poised to double to X% next year and a forward PEG X its still a growthatadiscount story"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945987401244963040) 2025-07-17 23:22:05 UTC XXX followers, XXX engagements "Latams best hidden value: $BMA trades X 2025E EPS XXX P/B ROE 8%; $BBAR XXX 2025E EPS XXX P/B ROE 11%. Argentinas Merval XX% YTD vs. Brazil +12% and Mexico +7%. With Milei reforms speeding up and FX easing a vague of capital inflows is coming. #Argentina"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1947338824780030171) 2025-07-21 16:52:10 UTC XXX followers, XXX engagements "@VikingEyes @lasse108 Dont have the answer right now will check. And ofc but on the other hand the Hansson are big shares buyers in the open market which is always a good thing. I think the reason why the share suffers is more related to the fact that they dont always lock in at max spot rates"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946573204048298444) 2025-07-19 14:09:52 UTC XXX followers, XX engagements "7/11 Highcoverage drillers trade at a premium. Companies with XX% booked days fetch XX EV/EBITDA while those at 6070% trade at XX. Backlog quality now trumps spot exposure in setting multiples"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1947403618682036361) 2025-07-21 21:09:38 UTC XXX followers, XX engagements "@VikingEyes @lasse108 I think that $DHT might be a better option in term of quality management and efficiency which is why this will be my next research report"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946573749785911654) 2025-07-19 14:12:02 UTC XXX followers, XX engagements "@gruust I agree thats its early and that $LPG & $BWLPG will do better than tankers but u will want to be long tankers in Oct / Nov thats for sure"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946553092826071291) 2025-07-19 12:49:57 UTC XXX followers, XX engagements "Shoutout to @irbezek whos been ahead of the curve on Argentina Recently flagged $ARGT and quality names like $CAAP same bullish setup emerging in $BMA and $BBAR"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1947339394072944840) 2025-07-21 16:54:26 UTC XXX followers, XXX engagements "@deyhatemetoo @lasse108 The King of Oil (Marc Rich best oil trader of all time and founder of Glencore) is my personal favorite tbh"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945987986434236838) 2025-07-17 23:24:25 UTC XXX followers, XX engagements "Valaris added $X B of new contracts in Q1 2025 lifting total backlog by XX% to $XXX B. Multiyear coverage through XX drives cashflow visibility and fuels aggressive returns. #BullishOffshore $VAL"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946218791987212570) 2025-07-18 14:41:33 UTC XXX followers, 3316 engagements "Is $NAT on your radar Dive into my free equity research report: valuation fundamentals & 2025 catalysts as global tanker supply tightens. No paywall read now: Whats your take Retweet to share insights. #shipping #equityresearch #tanker"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946363929858281525) 2025-07-19 00:18:17 UTC XXX followers, 1095 engagements "Hard not to take a closer look at $TPL and $LB at these levels. Both names trading at valuations that price in a lot of pessimismyet fundamentals tell a different story. Long-duration optionality + real assets + margin of safety = compelling setup. Tempting"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945895256689398182) 2025-07-17 17:15:56 UTC XXX followers, 4094 engagements "Offshore drillers are printing cash but the market is ignoring them. $ODL.NO XX% est. XX yield rigs booked thru XX $NE $7.5B backlog $445K/d floaters X% FCF yield $BORR XXXX P/B 25e $141K/d jack-ups No love. No premium. Thats the setup. #OOTT #Offshore #Oil"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1942593459887784187) 2025-07-08 14:35:47 UTC XXX followers, 8984 engagements "6/11 Regional demand hotspots: Gulf of Mexico: XX% 7G+ utilization at $XXX 000/day Guyana & Suriname: XX% at $470490 000/day North Sea harshenv: XX% at $350400 000/day Capital flows where visibility and margins align"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1947403615854846402) 2025-07-21 21:09:37 UTC XXX followers, XX engagements "@deyhatemetoo @Secrets4stocks I mean yeah its not dirty cheap but with consensus revenue set to jump XX% to $XXX M (vs $XXXXXX M) and FY XX EBITDA guide of $XXX M (+330% YoY) . With freecashflow yield poised to double to X% next year and a forward PEG X its still a growthatadiscount story"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945987484187263340) 2025-07-17 23:22:25 UTC XXX followers, XX engagements "$DHT is one of the most disciplined VLCC operators still trading below its potential. XX modern ships. XX straight dividend quarters. We break down the full bull case with a $XX PT and clear upside into 2026. Free equity research - link in 1st comment #shipping #Tankers #Oil"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946710603696914807) 2025-07-19 23:15:50 UTC XXX followers, 2865 engagements "@Secrets4stocks @deyhatemetoo I mean it used to trade at a peak multiple of 26.7x in 2023 so 🤷🏻♂"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945985013826130078) 2025-07-17 23:12:36 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@boyer_jeremie Jérémie Boyer
Jérémie Boyer posts on X about val, $borr, $ne, $val the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +138%
- X Year XXXXXX +5,170%
Mentions: XX #
Followers: XXX #
- X Week XXX +68%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence cryptocurrencies XX% countries XX% celebrities X% finance X% stocks X%
Social topic influence val 8%, $borr 8%, $ne 8%, $val 8%, peg 8%, $170m 8%, $10995m 8%, $207m 8%, argentina 8%, mexico X%
Top accounts mentioned or mentioned by @lasse108 @secrets4stocks @deyhatemetoo @vikingeyes @timodengler @josephssocial @gruust @lassenjohansen @valueinvest12 @irbezek @mrworldwide3056 @kakashicapital @mihailedideas @nstepmum @dieselcapital1 @sfarringtonbkc @mihail_edideas
Top assets mentioned Noble Corporation (NE) Validity (VAL) Banco Macro S.A. (BMA) dHedge DAO (DHT) Transocean LTD. (RIG) Seadrill Limited (SDRL) Corporacion America Airports S.A. (CAAP) Texas Pacific Land, Corp. (TPL)
Top Social Posts #
Top posts by engagements in the last XX hours
"@Secrets4stocks @deyhatemetoo @lasse108 They are currently doing one with Matt Damon"
@boyer_jeremie on X 2025-07-18 13:00:42 UTC XXX followers, XX engagements
"@lasse108 The Shipping man and the other that follow (Matt McCleery). One Up Wall Street & Beating the Street (Peter Lynch). Hot Commodities (Jim Rogers)" @boyer_jeremie on X 2025-07-17 23:29:17 UTC XXX followers, XX engagements
"Offshore is tightening fast. Jackup utilization: XX% (May '25) Active rigs down XX% since 2014 7th-gen drillships at $650K/day $RIG backlog: $7.9B into 2027 Most investors still arent paying attention. That wont last. $NE $VAL $SDRL $BORR $ODL.OL #OOTT #OilStocks" @boyer_jeremie on X 2025-07-18 16:19:20 UTC XXX followers, 12.7K engagements
"@TimoDengler I mean yeah its not dirty cheap but with consensus revenue set to jump XX% to $XXX M (vs $XXXXXX M) and FY XX EBITDA guide of $XXX M (+330% YoY) . With freecashflow yield poised to double to X% next year and a forward PEG X its still a growthatadiscount story" @boyer_jeremie on X 2025-07-17 23:22:05 UTC XXX followers, XXX engagements
"Latams best hidden value: $BMA trades X 2025E EPS XXX P/B ROE 8%; $BBAR XXX 2025E EPS XXX P/B ROE 11%. Argentinas Merval XX% YTD vs. Brazil +12% and Mexico +7%. With Milei reforms speeding up and FX easing a vague of capital inflows is coming. #Argentina" @boyer_jeremie on X 2025-07-21 16:52:10 UTC XXX followers, XXX engagements
"@VikingEyes @lasse108 Dont have the answer right now will check. And ofc but on the other hand the Hansson are big shares buyers in the open market which is always a good thing. I think the reason why the share suffers is more related to the fact that they dont always lock in at max spot rates" @boyer_jeremie on X 2025-07-19 14:09:52 UTC XXX followers, XX engagements
"7/11 Highcoverage drillers trade at a premium. Companies with XX% booked days fetch XX EV/EBITDA while those at 6070% trade at XX. Backlog quality now trumps spot exposure in setting multiples" @boyer_jeremie on X 2025-07-21 21:09:38 UTC XXX followers, XX engagements
"@VikingEyes @lasse108 I think that $DHT might be a better option in term of quality management and efficiency which is why this will be my next research report" @boyer_jeremie on X 2025-07-19 14:12:02 UTC XXX followers, XX engagements
"@gruust I agree thats its early and that $LPG & $BWLPG will do better than tankers but u will want to be long tankers in Oct / Nov thats for sure" @boyer_jeremie on X 2025-07-19 12:49:57 UTC XXX followers, XX engagements
"Shoutout to @irbezek whos been ahead of the curve on Argentina Recently flagged $ARGT and quality names like $CAAP same bullish setup emerging in $BMA and $BBAR" @boyer_jeremie on X 2025-07-21 16:54:26 UTC XXX followers, XXX engagements
"@deyhatemetoo @lasse108 The King of Oil (Marc Rich best oil trader of all time and founder of Glencore) is my personal favorite tbh" @boyer_jeremie on X 2025-07-17 23:24:25 UTC XXX followers, XX engagements
"Valaris added $X B of new contracts in Q1 2025 lifting total backlog by XX% to $XXX B. Multiyear coverage through XX drives cashflow visibility and fuels aggressive returns. #BullishOffshore $VAL" @boyer_jeremie on X 2025-07-18 14:41:33 UTC XXX followers, 3316 engagements
"Is $NAT on your radar Dive into my free equity research report: valuation fundamentals & 2025 catalysts as global tanker supply tightens. No paywall read now: Whats your take Retweet to share insights. #shipping #equityresearch #tanker" @boyer_jeremie on X 2025-07-19 00:18:17 UTC XXX followers, 1095 engagements
"Hard not to take a closer look at $TPL and $LB at these levels. Both names trading at valuations that price in a lot of pessimismyet fundamentals tell a different story. Long-duration optionality + real assets + margin of safety = compelling setup. Tempting" @boyer_jeremie on X 2025-07-17 17:15:56 UTC XXX followers, 4094 engagements
"Offshore drillers are printing cash but the market is ignoring them. $ODL.NO XX% est. XX yield rigs booked thru XX $NE $7.5B backlog $445K/d floaters X% FCF yield $BORR XXXX P/B 25e $141K/d jack-ups No love. No premium. Thats the setup. #OOTT #Offshore #Oil" @boyer_jeremie on X 2025-07-08 14:35:47 UTC XXX followers, 8984 engagements
"6/11 Regional demand hotspots: Gulf of Mexico: XX% 7G+ utilization at $XXX 000/day Guyana & Suriname: XX% at $470490 000/day North Sea harshenv: XX% at $350400 000/day Capital flows where visibility and margins align" @boyer_jeremie on X 2025-07-21 21:09:37 UTC XXX followers, XX engagements
"@deyhatemetoo @Secrets4stocks I mean yeah its not dirty cheap but with consensus revenue set to jump XX% to $XXX M (vs $XXXXXX M) and FY XX EBITDA guide of $XXX M (+330% YoY) . With freecashflow yield poised to double to X% next year and a forward PEG X its still a growthatadiscount story" @boyer_jeremie on X 2025-07-17 23:22:25 UTC XXX followers, XX engagements
"$DHT is one of the most disciplined VLCC operators still trading below its potential. XX modern ships. XX straight dividend quarters. We break down the full bull case with a $XX PT and clear upside into 2026. Free equity research - link in 1st comment #shipping #Tankers #Oil" @boyer_jeremie on X 2025-07-19 23:15:50 UTC XXX followers, 2865 engagements
"@Secrets4stocks @deyhatemetoo I mean it used to trade at a peak multiple of 26.7x in 2023 so 🤷🏻♂" @boyer_jeremie on X 2025-07-17 23:12:36 UTC XXX followers, XX engagements