# ![@k_nole11 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::948703550745513984.png) @k_nole11 Rapid Unscheduled Disassembly Nole

Rapid Unscheduled Disassembly Nole posts on X about $rig, $val, $borr, $vlerf the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::948703550745513984/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::948703550745513984/c:line/m:interactions.svg)

- [--] Week [-----] +37%
- [--] Month [-----] +44%
- [--] Months [------] +170%
- [--] Year [-------] +631%

### Mentions: [--] [#](/creator/twitter::948703550745513984/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::948703550745513984/c:line/m:posts_active.svg)

- [--] Month [--] -25%
- [--] Months [---] +52%
- [--] Year [---] +280%

### Followers: [---] [#](/creator/twitter::948703550745513984/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::948703550745513984/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +0.96%
- [--] Months [---] +6.90%
- [--] Year [---] +28%

### CreatorRank: undefined [#](/creator/twitter::948703550745513984/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::948703550745513984/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [social networks](/list/social-networks)  [exchanges](/list/exchanges)  [ncaa football](/list/ncaa-football)  [us election](/list/us-election)  [celebrities](/list/celebrities) 

**Social topic influence**
[$rig](/topic/$rig) #112, [$val](/topic/$val), [$borr](/topic/$borr) #19, [$vlerf](/topic/$vlerf), [debt](/topic/debt), [$vg](/topic/$vg), [stocks](/topic/stocks), [$tdw](/topic/$tdw), [$pltr](/topic/$pltr), [$soc](/topic/$soc)

**Top accounts mentioned or mentioned by**
[@sfarringtonbkc](/creator/undefined) [@100xcompounding](/creator/undefined) [@captainroyen](/creator/undefined) [@stonksandchill](/creator/undefined) [@rubicon59](/creator/undefined) [@rynokinsight](/creator/undefined) [@krispatel99](/creator/undefined) [@datadinvesting](/creator/undefined) [@lnginvestor](/creator/undefined) [@walststocker](/creator/undefined) [@siyul](/creator/undefined) [@ultradeep3](/creator/undefined) [@fjordphil](/creator/undefined) [@nstepmum](/creator/undefined) [@oilgastourist](/creator/undefined) [@calvinfroedge](/creator/undefined) [@arnytrezzi](/creator/undefined) [@marketswithmay](/creator/undefined) [@sachinvats](/creator/undefined) [@capitalmindset](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Borr Drilling Limited (BORR)](/topic/$borr) [Venture Global, Inc (VG)](/topic/$vg) [Tidewater, Inc. (TDW)](/topic/$tdw) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Sable Offshore Corp. (SOC)](/topic/$soc) [RAI Finance (SOFI)](/topic/$sofi) [Noble Corporation (NE)](/topic/$ne) [Exxon Mobil (XOM)](/topic/$xom) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Crocs, Inc. (CROX)](/topic/$crox) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Schlumberger NV (SLB)](/topic/$slb) [Nexa (NEXA)](/topic/$nexa) [Carnival Corp (CCL)](/topic/$ccl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bancolombia S.A. (CIB)](/topic/$cib) [Uber Technologies, Inc. (UBER)](/topic/uber) [Ecopetrol S.A (EC)](/topic/$ec) [Seadrill Limited (SDRL)](/topic/$sdrl) [Advanced Micro Devices (AMD)](/topic/$amd) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [PAN American Silver Corp (PAAS)](/topic/$paas) [Arweave (AR)](/topic/$ar) [Transportadora de Gas del Sur S.A. ADS (TGS)](/topic/$tgs) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [Airbloc (ABL)](/topic/$abl) [BHP Group Limited (BHP)](/topic/$bhp) [VALE S.A. (VALE)](/topic/$vale) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Apple, Inc. (AAPL)](/topic/aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"How many economic and statistical studies funded by both sides of the isle need to come out disproving the link between gas prices and who controls the white house before people stop blaming POTUS for gas prices"  
[X Link](https://x.com/k_nole11/status/1452759856281174018)  2021-10-25T22:11Z [---] followers, [--] engagements


"@KrisPatel99 I just want $PLTR to use the cash on anything other than buying treasuries. I don't want to own a bond fund"  
[X Link](https://x.com/k_nole11/status/1659173592813170688)  2023-05-18T12:26Z [---] followers, [---] engagements


"People in the stock market and the $PLTR community in particular are responsible for their own investment decisions. It is not @KrisPatel99's nor any other "bears'" fault if you didn't buy because someone else thought it was expensive. $pltr ok so one of the biggest bear who is single hand one of the biggest reason why the community didnt load the fuck up u below [--] because he screaming under [--] everyday pushing so call bear thesis is waiting the pull back and get in [--] may be [--]. [--] dollar was $pltr ok so one of the biggest bear who is single hand one of the biggest reason why the community"  
[X Link](https://x.com/k_nole11/status/1663924266587287552)  2023-05-31T15:03Z [---] followers, [---] engagements


"Multiple $PLTR references on @AcquiredFM most recent Lockheed Martin episode. Worth listening to @arny_trezzi @PalantirVision @KrisPatel99"  
[X Link](https://x.com/k_nole11/status/1665321390424113161)  2023-06-04T11:35Z [---] followers, [----] engagements


"Glad I added to my $CROX position before earnings. It was so undervalued"  
[X Link](https://x.com/k_nole11/status/1787840386892796319)  2024-05-07T13:42Z [---] followers, [--] engagements


"@marketswithmay $SOFI claims their all [--] of their segments have reached contribution profitability but the annual report shows that they only attribute roughly half of their noninterest expenses to the segments. You sure you want more analyst looking into this"  
[X Link](https://x.com/k_nole11/status/1787853941918613979)  2024-05-07T14:36Z [---] followers, [--] engagements


"@marketswithmay Also hard to argue that $SOFI deserves a tech multiple when they had to write down the tech platform because it wasn't growing as fast as they hoped. So far now they should be valued like a bank and they are really expensive"  
[X Link](https://x.com/k_nole11/status/1787855795473768640)  2024-05-07T14:43Z [---] followers, [--] engagements


"@JabroniBrains $SOFI literally had to write down Galileo because it wasn't growing as fast as they hoped. Also SOFI can only claim that the tech platforms are contribution profitable because they only attribute half of they expenses to the segments"  
[X Link](https://x.com/k_nole11/status/1787857267921985947)  2024-05-07T14:49Z [---] followers, [---] engagements


"@DataDInvesting $SOFI is holding billions of dollars of unsecured consumer loans on its balance sheet. $PLTR is not. $PLTR's software is actually profitable. $SOFI claims all [--] of its segments are contribution profitable but attributes less than half of its expenses to segments"  
[X Link](https://x.com/k_nole11/status/1787881226340123091)  2024-05-07T16:24Z [---] followers, [---] engagements


"@DataDInvesting SOFI is making the vast majority of its profits from banking so they get a low banking multiple. That may change in the future but for now SOFI is heavily dependent consumer loans and default rates have risen Q over Q"  
[X Link](https://x.com/k_nole11/status/1787913164597678288)  2024-05-07T18:31Z [---] followers, [--] engagements


"$SOFI bulls always say that "Wall St. doesn't understand Galileo." Yeah right. Software is a complete mystery to Wall St. That's why software companies like $MSFT $CRWD and $CRM all trade with depressingly low valuations"  
[X Link](https://x.com/k_nole11/status/1788614394923941893)  2024-05-09T16:57Z [---] followers, [---] engagements


"@Frugalbuck They arent going to get a tech multiple until the tech platform is profitable. $SOFI tries to claim the tech platform is profitable but the 10k shows that $SOFI is purposefully not allocating half of its expenses so they can claim it is contribution profitable"  
[X Link](https://x.com/k_nole11/status/1789694970242183273)  2024-05-12T16:31Z [---] followers, [---] engagements


"What $SOFI investors just dont seem to understand is why would investors by a fintech that has billions of consumer loans on its balance sheet when other fintechs dont carry that risk"  
[X Link](https://x.com/k_nole11/status/1789697249171107970)  2024-05-12T16:40Z [---] followers, [---] engagements


"Using a criminal trial where the defendant is able to: cross-examine witnesses put on his own witnesses take part in choosing a jury and having that jury decide if the state met its burden of proof is a greater threat to the rule of law than the guy who did Jan [--] @dabernathy89 But the Democrats have now proven to be a far far far greater threat to the rule of law. @dabernathy89 But the Democrats have now proven to be a far far far greater threat to the rule of law"  
[X Link](https://x.com/k_nole11/status/1796580159249858931)  2024-05-31T16:31Z [---] followers, [--] engagements


"@DataDInvesting Other fintechs aren't holding billions of loans on their balance sheets so $SOFI should not be valued like the other fintechs"  
[X Link](https://x.com/k_nole11/status/1800899822964416624)  2024-06-12T14:35Z [---] followers, [----] engagements


"@sachinvats Are you still in $PLTR I thought you wanted to see a higher growth or you would exit"  
[X Link](https://x.com/k_nole11/status/1802314900754125298)  2024-06-16T12:18Z [---] followers, [--] engagements


"@Tim_Sweeney_TAR @siyul Tech is only profitable because $SOFI doesnt attribute nearly half of its expenses to all the business segments"  
[X Link](https://x.com/k_nole11/status/1803198079018950981)  2024-06-18T22:48Z [---] followers, [---] engagements


"@capital_mindset Why invest in a boring bank when you can invest in frozen potatoes $LW #FrenchFryGang"  
[X Link](https://x.com/k_nole11/status/1806430798326673563)  2024-06-27T20:53Z [---] followers, [---] engagements


"When to a $SPG mall today and the $CROX store was full customers. I may have to average up 👀"  
[X Link](https://x.com/k_nole11/status/1807526047057113215)  2024-06-30T21:26Z [---] followers, [--] engagements


"Took my kid to the doctor and every kid in the place is wearing $CROX. Bullish"  
[X Link](https://x.com/k_nole11/status/1811097070314410438)  2024-07-10T17:56Z [---] followers, [--] engagements


"@RealMattMoney Ah yes everyone knows that when youre doing due diligence on a politician you should start with edited interviews that were cherry picked and posted by the other side on Twitter rather than you know reviewing voting history what bills were sponsored etc"  
[X Link](https://x.com/k_nole11/status/1815332424244412598)  2024-07-22T10:25Z [---] followers, [--] engagements


"@sachinvats It does make sense. $SOFI already trades richly on a price/book basis and the tech platform isnt growing fast enough to deserve a tech multiple"  
[X Link](https://x.com/k_nole11/status/1818658078595641398)  2024-07-31T14:40Z [---] followers, [---] engagements


"@arny_trezzi Distribution wins. $PLTR is trading below $15/sh without AIP and bootcamps"  
[X Link](https://x.com/k_nole11/status/1820619493539995953)  2024-08-06T00:34Z [---] followers, [---] engagements


"@HedgeDirty I assume it is a the CEO should show confidence by buying the stock kind of analogy"  
[X Link](https://x.com/k_nole11/status/1821245481428623466)  2024-08-07T18:02Z [---] followers, [---] engagements


"@HedgeDirty Are we sure the article isnt mistaken about him only having a state pension He served [--] years in Congress and would qualify for a federal retirement benefit. Re Point 1: MN has a AAA credit rating and you have to assume he has special knowledge of credit worthiness"  
[X Link](https://x.com/k_nole11/status/1821253389981827282)  2024-08-07T18:33Z [---] followers, [--] engagements


"@RonFilipkowski and apparently using "BudLight" as a verb"  
[X Link](https://x.com/k_nole11/status/1821555865704419405)  2024-08-08T14:35Z [---] followers, [--] engagements


"It is actually kind of crazy how little news came out of the Elon/Trump spaces last night. Like they said nothing of substance that is worth reporting on so any mention of it on my TL is just #DDoSAttack jokes"  
[X Link](https://x.com/k_nole11/status/1823365768802660831)  2024-08-13T14:27Z [---] followers, [--] engagements


"@atrupar Counting views/listeners is stupid. How many listeners were actually in America How many of those who were actually in America are eligible voters How many of those eligible voters don't already make Trump their entire personality"  
[X Link](https://x.com/k_nole11/status/1823405630486430055)  2024-08-13T17:05Z [---] followers, [--] engagements


"This is why I could never own $TSLA as an investment. The stock just rises and falls as the weird Elon simps get hyped or get spooked. Good trading vehicle possibly but never an investment. Hey man just checking on this one https://t.co/nO9yGxuapA Hey man just checking on this one https://t.co/nO9yGxuapA"  
[X Link](https://x.com/k_nole11/status/1825640735040741744)  2024-08-19T21:07Z [---] followers, [---] engagements


"John Cena is the special guest you just can't see him"  
[X Link](https://x.com/k_nole11/status/1826814959713468566)  2024-08-23T02:53Z [---] followers, [--] engagements


"Ewers is balling out. #Longhorns"  
[X Link](https://x.com/k_nole11/status/1832457688640258383)  2024-09-07T16:35Z [---] followers, [--] engagements


"That #LSU defense is"  
[X Link](https://x.com/k_nole11/status/1834989936530932134)  2024-09-14T16:17Z [---] followers, [--] engagements


"Telecast roasting Mike Norvells first play call 😂"  
[X Link](https://x.com/k_nole11/status/1840184658836725821)  2024-09-29T00:19Z [---] followers, [--] engagements


"$SPG one of the best managed REITs could have been bought under $110/sh at this time last year. Easy money"  
[X Link](https://x.com/k_nole11/status/1844765783965962751)  2024-10-11T15:43Z [---] followers, [--] engagements


"@Moorelife1 I think she wins every state Biden won plus NC"  
[X Link](https://x.com/k_nole11/status/1848846901094834270)  2024-10-22T22:00Z [---] followers, [--] engagements


"You cant be a good person and root for mass deportations. That is for both those that voted for them and for those hoping the first group gets what they asked for"  
[X Link](https://x.com/k_nole11/status/1856109314550686179)  2024-11-11T22:58Z [---] followers, [--] engagements


"I'm old enough to remember people saying they were going to sell $AAPL when it announced the $100B buyback because it was a sign that growth was dead"  
[X Link](https://x.com/k_nole11/status/1864009292673692058)  2024-12-03T18:10Z [---] followers, [--] engagements


"@blondesnmoney What is your exit strategy for $CBL Do you think it could reach same valuation as $SPG Or would you exit before then"  
[X Link](https://x.com/k_nole11/status/1867619244210631137)  2024-12-13T17:15Z [---] followers, [---] engagements


"@DataDInvesting What are your thoughts on $CIB"  
[X Link](https://x.com/k_nole11/status/1868800192109236357)  2024-12-16T23:27Z [---] followers, [---] engagements


"@AltaFoxCapital $CROX pays down debt of Hey Dude acquisition and can start buying back shares with additional cash flow. $CCL continues paying down debt and possibly refinancing at lower rates to reduce interest expense"  
[X Link](https://x.com/k_nole11/status/1869120172856086946)  2024-12-17T20:39Z [---] followers, [----] engagements


"@DividendDude_X $UBER $TMDX and $CELH are of course stocks with noted dividend records"  
[X Link](https://x.com/k_nole11/status/1869402157717614953)  2024-12-18T15:19Z [---] followers, [---] engagements


"@KrisPatel99 @ChrisCamillo @DumbMoneyTV Watched your pitch with @capital_mindset and it was well reasoned. Bought some shares around then and have done well"  
[X Link](https://x.com/k_nole11/status/1870297385185812963)  2024-12-21T02:36Z [---] followers, [--] engagements


"Every YouTube and twitter finance grifter account is pushing $AMD hard and every thesis boils down to the market is big and therefore second place will get big too which just shows their lack of understanding of how the market works. A summary of my $AMD thesis https://t.co/ButZ1J4T1B A summary of my $AMD thesis https://t.co/ButZ1J4T1B"  
[X Link](https://x.com/k_nole11/status/1872056135811039600)  2024-12-25T23:05Z [---] followers, [--] engagements


"@CompoundinGirl Because you cant buy the actual shares"  
[X Link](https://x.com/k_nole11/status/1872386406833922335)  2024-12-26T20:58Z [---] followers, [---] engagements


"@rubicon59 I dont understand the AMD bull case. NVDA has the best chips cuda and its customers are building their own chips. Why order from AMD"  
[X Link](https://x.com/k_nole11/status/1873437463588598104)  2024-12-29T18:34Z [---] followers, [---] engagements


"The Sugar Bowl doesnt start until almost 9pm when a lot of people have to work tomorrow. Just awful"  
[X Link](https://x.com/k_nole11/status/1874461373280747607)  2025-01-01T14:23Z [---] followers, [---] engagements


"@NolanRyan522 @MMMTwealth Called buying low"  
[X Link](https://x.com/k_nole11/status/1874480082833854762)  2025-01-01T15:37Z [---] followers, [---] engagements


"I would just love for [--] $SOFI investor to talk about valuing it like a bank. No SAAS company holds loans on the books so Wall Street will never value it like a SAAS company. $SOFI S&P500 inclusion Takes SOFI over $75 EASY with [--] or [--] legacy bank whales landed to Galileo Tech platform SOFI @ $75 Market Cap (79.5 Billion) Revenue [---] Billion 22X [----] Sales 👈 Growth rate of 30%+ faster than 95% SAAS industry Whales are about to pull the final https://t.co/aYjRJimnB5 $SOFI S&P500 inclusion Takes SOFI over $75 EASY with [--] or [--] legacy bank whales landed to Galileo Tech platform SOFI @ $75 Market"  
[X Link](https://x.com/k_nole11/status/1876059828118016062)  2025-01-06T00:14Z [---] followers, [----] engagements


"@kylewhitegoat I dont give a shit about revenue percentages. My point is about risk. SAAS companies dont hold loans on their balance sheets. They are less risky and therefore deserve a higher multiple than $SOFI ever will because they dont come with the extra risk"  
[X Link](https://x.com/k_nole11/status/1876086484186653119)  2025-01-06T02:00Z [---] followers, [---] engagements


"@no__bs__ But does it sponsor an NFL stadium and a digital golf league No Then it clearly isnt in the same league as $SOFI"  
[X Link](https://x.com/k_nole11/status/1877091528671178887)  2025-01-08T20:34Z [---] followers, [---] engagements


"Where did all the YouTube finance geniuses that pumped $ENPH obsessively in [----] Did they all just move on to pump $PLTR and $SOFI"  
[X Link](https://x.com/k_nole11/status/1879000528518303840)  2025-01-14T03:00Z [---] followers, [---] engagements


"Im constantly torn between know-nothing finance influencers are pumping $AMD hard because they missed $NVDA and are just hoping $AMD will do the same and all those losers may be right and $AMD is a good buy despite their wrong reasoning"  
[X Link](https://x.com/k_nole11/status/1879303169647456314)  2025-01-14T23:02Z [---] followers, [---] engagements


"@EquityBrian You can never have actual ownership interest in a Chinese company. You have no rights. Why dont $BABA pumpers not understand this"  
[X Link](https://x.com/k_nole11/status/1879696823763579143)  2025-01-16T01:07Z [---] followers, [----] engagements


"@Aureliusltd28 Palantir and MAGA have deep ties. Already crazy expensive though"  
[X Link](https://x.com/k_nole11/status/1881100670058856589)  2025-01-19T22:05Z [---] followers, [---] engagements


"@PLTRs_Palantir @DividendDude_X He wants clicks and engagement and youre giving it to him every time he does this"  
[X Link](https://x.com/k_nole11/status/1882196815333978532)  2025-01-22T22:41Z [---] followers, [--] engagements


"Was hoping for a bigger $EC sell off this morning"  
[X Link](https://x.com/k_nole11/status/1883867361599725753)  2025-01-27T13:19Z [---] followers, [--] engagements


"@MarceloPLima [--]. Each city will have its own rules that $goog or $tsla will need to meet to enter. [--]. Need enough taxis in each city that customers dont have to wait forever and not give up and use $uber. [--]. Whos paying upkeep and maintenance for all the taxis"  
[X Link](https://x.com/k_nole11/status/1889812777390461172)  2025-02-12T23:04Z [---] followers, [---] engagements


"Glad I was buying the dip in $crox the past few weeks. As long as they are aggressively paying back debt and buying back shares this stock should go up and to the right pretty steadily"  
[X Link](https://x.com/k_nole11/status/1890043423647998091)  2025-02-13T14:20Z [---] followers, [--] engagements


"This is bullish as hell. $CCL $CCL has undertaken several refinancing transactions between [----] and [----] to reduce its interest expenses and manage its debt profile. Heres a summary of the key transactions and their financial impacts: [--]. October 2021: Refinancing of $2.3 Billion 11.5% First Priority Senior $CCL has undertaken several refinancing transactions between [----] and [----] to reduce its interest expenses and manage its debt profile. Heres a summary of the key transactions and their financial impacts: [--]. October 2021: Refinancing of $2.3 Billion 11.5% First Priority Senior"  
[X Link](https://x.com/k_nole11/status/1892257659815882826)  2025-02-19T16:59Z [---] followers, [---] engagements


"Just going to keep adding to $VAL here and keep lowering my cost basis"  
[X Link](https://x.com/k_nole11/status/1896983833146503644)  2025-03-04T17:59Z [---] followers, [---] engagements


"Im not going to let myself to get too optimistic but $VAL and $RIG up nicely this morning"  
[X Link](https://x.com/k_nole11/status/1898022807289708631)  2025-03-07T14:47Z [---] followers, [---] engagements


"@JaguarAnalytics They want to lower bond yields. They said it dozens of times"  
[X Link](https://x.com/k_nole11/status/1905720582001631415)  2025-03-28T20:36Z [---] followers, [--] engagements


"Has anyone checked in on any of those $SOFI pumpers I wonder how selling those unsecured commercial loans will do in a recession"  
[X Link](https://x.com/k_nole11/status/1909783671433052347)  2025-04-09T01:41Z [---] followers, [--] engagements


"I feel like a lot of share price action for $VAL and the offshore drillers is just noise until further contracts are announced. Either day rates will be good like the most recent contract announcement and the stock is cheap or the next contract is worse and reevaluate from there"  
[X Link](https://x.com/k_nole11/status/1912886275121590731)  2025-04-17T15:10Z [---] followers, [--] engagements


"@StonksAndChill @Sedss33321 $VAL at 18% short float is interesting. Most recent contract announcement was solid. Few more like that will put pressure on them to consider covering"  
[X Link](https://x.com/k_nole11/status/1913269361906778445)  2025-04-18T16:32Z [---] followers, [--] engagements


"Im old enough to remember the same YouTube finance wizards whove been pumping $SOFI were also pumping $ENPH at $150 saying it was sooo cheap"  
[X Link](https://x.com/k_nole11/status/1917610100166123686)  2025-04-30T16:00Z [---] followers, [---] engagements


"I miss these posts. They were a quick little way to learn more about the offshore companies that I'm buying and doing DD on. Hope he gets back to his cost basis. Long $VAL $RIG and $BORR Day [--] of posting a jackup rig until $BORR reaches my cost basis. Valaris [---] - $VAL Old as fuck [----] contract till may [----] https://t.co/SZ7P1Vx7y6 Day [--] of posting a jackup rig until $BORR reaches my cost basis. Valaris [---] - $VAL Old as fuck [----] contract till may [----] https://t.co/SZ7P1Vx7y6"  
[X Link](https://x.com/k_nole11/status/1918349018167398804)  2025-05-02T16:57Z [---] followers, [---] engagements


"@siyul Question: what day rate does $RIG and $VAL need to make their debt payments"  
[X Link](https://x.com/k_nole11/status/1920504305611640916)  2025-05-08T15:41Z [---] followers, [---] engagements


"So youre saying she funded the rebellion on a senators salary I sense immense corruption. If only Palpatine had thought of @DOGE #StarWars #Andor"  
[X Link](https://x.com/k_nole11/status/1922742160761205213)  2025-05-14T19:53Z [---] followers, [--] engagements


"@AlmostMongolian Didnt they announce they are using the cash from the balance sheet to pay for the Wassana redevelopment"  
[X Link](https://x.com/k_nole11/status/1922824318729273560)  2025-05-15T01:20Z [---] followers, [--] engagements


"Added to my $VAL and $RIG positions. My $VAL position size is more than 2x what I have in $RIG because it doesn't have the debt overhang. Looking forward to the contract announcements in the 2H of the year"  
[X Link](https://x.com/k_nole11/status/1923416708527673349)  2025-05-16T16:34Z [---] followers, [---] engagements


"added to my $RIG and $BORR bags today"  
[X Link](https://x.com/k_nole11/status/1925563793767067926)  2025-05-22T14:45Z [---] followers, [----] engagements


"@JamesHMackay @offshoremayor This is short term thinking if youre a $BORR shareholder. Even at a conservative 125k day rate for [---] days a year brings in a third of what $VAL sold its last jackup recently"  
[X Link](https://x.com/k_nole11/status/1925892717151707251)  2025-05-23T12:32Z [---] followers, [---] engagements


"@100xCompounding I disagree with the liquidation thesis for $BORR and all other related offshore drilling stocks. If [--] JUs hit the market at the same time in a liquidation scenario $BORR wont get anywhere near the same price as $VAL got for its recent JU sale. (1/2)"  
[X Link](https://x.com/k_nole11/status/1925946551857283240)  2025-05-23T16:06Z [---] followers, [---] engagements


"@100xCompounding The bull case is they obtain enough cash flow to survive this environment and make it out the other side. As soon as bond holders are satisfied theyll get their money back the equity will rise with it and easily double or more just on being valued like it will survive"  
[X Link](https://x.com/k_nole11/status/1925947106612654460)  2025-05-23T16:09Z [---] followers, [---] engagements


"@junkbondcharlie Wish I could buy those but Merrill Edge has a two million account minimum requirement to trade junk bonds. Its a real bummer"  
[X Link](https://x.com/k_nole11/status/1926763347296289264)  2025-05-25T22:12Z [---] followers, [---] engagements


"@realroseceline Arent you long $CROX"  
[X Link](https://x.com/k_nole11/status/1930385645739950442)  2025-06-04T22:06Z [---] followers, [--] engagements


"@NuggetCapital Cant believe I was able to buy $VAL under $30 barely two months ago"  
[X Link](https://x.com/k_nole11/status/1932451778337087908)  2025-06-10T14:56Z [---] followers, [--] engagements


"Starting to be convinced of the #Platinum thesis. Just started tiny position in my Roth with $SBSW $PPLT and $PALL at even amounts. Thinking $FNV might be a way to express the thesis too but it is a tiny portion of their revenue"  
[X Link](https://x.com/k_nole11/status/1932895111978827814)  2025-06-11T20:18Z [---] followers, [---] engagements


"@thexcapitalist When will you people learn that Wall St. values $SOFI like a bank because its a god damn bank Banks have low multiples. Get over it"  
[X Link](https://x.com/k_nole11/status/1932971910305886565)  2025-06-12T01:23Z [---] followers, [---] engagements


"Maybe one day $SOFI shareholders will understand that they own a bank and not a fintech but that day is not this day. $CHYM set to open 48% above their initial offering for a total of $40/share You heard right Chime will match and or exceed $SOFI market cap. LOL https://t.co/nwafXLYTXu $CHYM set to open 48% above their initial offering for a total of $40/share You heard right Chime will match and or exceed $SOFI market cap. LOL https://t.co/nwafXLYTXu"  
[X Link](https://x.com/k_nole11/status/1933292643859194178)  2025-06-12T22:37Z [---] followers, [---] engagements


"I think $BORR can hit $3 pretty easily when these new contracts/extensions get announced $BORR HR/Recruiting has already extended the Pemex rigs 😂 https://t.co/HXa8Y0Pzxx $BORR HR/Recruiting has already extended the Pemex rigs 😂 https://t.co/HXa8Y0Pzxx"  
[X Link](https://x.com/k_nole11/status/1933570628742701546)  2025-06-13T17:02Z [---] followers, [---] engagements


"Does it make sense to add $SLB to a portfolio that already has $VAL $RIG and $BORR"  
[X Link](https://x.com/k_nole11/status/1935056449866187090)  2025-06-17T19:26Z [---] followers, [---] engagements


"@Josh_Young_1 Offshore drillers like $VAL $RIG $SDRL"  
[X Link](https://x.com/k_nole11/status/1935079768426176859)  2025-06-17T20:59Z [---] followers, [---] engagements


"@longoption Catching up on $AMD People were hyping it as cheap the whole way down from $200 and telling them to buy the dip when it was in the $150s $140s etc"  
[X Link](https://x.com/k_nole11/status/1935442158133150115)  2025-06-18T20:59Z [---] followers, [---] engagements


"@ragingbullcap Very long $VAL $RIG $BORR in offshore and $HITI in cannabis space"  
[X Link](https://x.com/k_nole11/status/1937279954791899361)  2025-06-23T22:41Z [---] followers, [---] engagements


"The offshore thesis for stocks like $VAL $RIG $BORR is that majors like $XOM will dedicate an increasing amount of their exploration budget for offshore projects because of lower break even costs compared to onshore"  
[X Link](https://x.com/k_nole11/status/1937285670235517203)  2025-06-23T23:04Z [---] followers, [----] engagements


"@Ultradeep3 Explain I have much larger positions in $VAL and $RIG but what is wrong with $SDRL"  
[X Link](https://x.com/k_nole11/status/1937680586874757349)  2025-06-25T01:13Z [---] followers, [---] engagements


"Added more to my $BORR and $RIG positions this week"  
[X Link](https://x.com/k_nole11/status/1937905338918871255)  2025-06-25T16:06Z [---] followers, [---] engagements


"@ImmaYieldGuy Also have Platreef which will give exposure to #platinum"  
[X Link](https://x.com/k_nole11/status/1939295331784474822)  2025-06-29T12:10Z [---] followers, [---] engagements


"Added to both $RIG and $BORR earlier this week as well. I will continue to add as long as we stay in this price range. added to my $RIG and $BORR bags today https://t.co/rVf6j2pJdd added to my $RIG and $BORR bags today https://t.co/rVf6j2pJdd"  
[X Link](https://x.com/k_nole11/status/1940401673295499549)  2025-07-02T13:26Z [---] followers, [---] engagements


"@FjordPhil @GoForGrubes2 This exactly. Im hoping the offshore drilllers stay relatively flat until [----] options come out with $RIG as my main target"  
[X Link](https://x.com/k_nole11/status/1941287559243628989)  2025-07-05T00:06Z [---] followers, [--] engagements


"@rynokinsight Rolling SAND profits into $FNV and $WPM still the plan"  
[X Link](https://x.com/k_nole11/status/1942304311498637363)  2025-07-07T19:26Z [---] followers, [--] engagements


"@100xCompounding $VAL is by far my biggest offshore position. My $RIG and $BORR positions are about half that size and then I recently bought a starter position in $TDW after reading your tweets"  
[X Link](https://x.com/k_nole11/status/1942668294877741530)  2025-07-08T19:33Z [---] followers, [----] engagements


"@FjordPhil I think theyre underperforming $VAL because $RIG is already booked for [--]. They have less contract announcements to get excited about for now. That will change soon"  
[X Link](https://x.com/k_nole11/status/1943410152977142026)  2025-07-10T20:41Z [---] followers, [---] engagements


"@NStepmum I don't hate dividends but I certainly hate them at the bottom of a cycle. $NE is the only NYSE listed offshore that I don't own precisely because of this"  
[X Link](https://x.com/k_nole11/status/1943661614743347677)  2025-07-11T13:20Z [---] followers, [--] engagements


"@BrownMarubozu It would really do some of these Canadian oil companies well if they would list on the NYSE. I can only buy f shares of so many of the companies because my broker doesnt have TSX listed as an option. Same with a lot of mining stocks"  
[X Link](https://x.com/k_nole11/status/1943795866591994004)  2025-07-11T22:13Z [---] followers, [---] engagements


"@lasse108 My $VAL position is currently bigger but $RIG will be bigger soon. I think they do the best of the offshore drillers long term"  
[X Link](https://x.com/k_nole11/status/1944103549559882142)  2025-07-12T18:36Z [---] followers, [---] engagements


"I've nearly doubled my $RIG position in the two weeks"  
[X Link](https://x.com/k_nole11/status/1945170816972288453)  2025-07-15T17:17Z [---] followers, [--] engagements


"@StonksAndChill @CaptainRoyen It wouldnt be cheap if it didnt have risks. I am probably done adding though. I rather buy $RIG at these prices"  
[X Link](https://x.com/k_nole11/status/1945607465795502567)  2025-07-16T22:12Z [---] followers, [---] engagements


"@DopaPrana64 @GaricMoran The market pays for future cash flows not current"  
[X Link](https://x.com/k_nole11/status/1945641619148980710)  2025-07-17T00:28Z [---] followers, [--] engagements


"Bought a small allocation of $SGML $LAR and $ALB to get exposure to #Lithium last week. Got lucky and theyre all up. Sold off SGML after an 25% gain and increased my position in $LAR after further research"  
[X Link](https://x.com/k_nole11/status/1946220899553693864)  2025-07-18T14:49Z [---] followers, [---] engagements


"I need the offshore stocks to slow down until [----] options are available please. $RIG $VAL $NE"  
[X Link](https://x.com/k_nole11/status/1948016957628068080)  2025-07-23T13:46Z [---] followers, [---] engagements


"@jakesibley mid-September"  
[X Link](https://x.com/k_nole11/status/1948053866437890145)  2025-07-23T16:13Z [---] followers, [--] engagements


"Am I correct assuming that $FCX is down today from people taking profits I dont see an obvious reason for it being down otherwise"  
[X Link](https://x.com/k_nole11/status/1948108288983232514)  2025-07-23T19:49Z [---] followers, [--] engagements


"@LNG_Investor_ Better buy than $VG at this price"  
[X Link](https://x.com/k_nole11/status/1948371256266441171)  2025-07-24T13:14Z [---] followers, [---] engagements


"@LNG_Investor_ Just because its already mature and able to return cash Or do you believe $LNG will still have an advantage once $VG gets to size"  
[X Link](https://x.com/k_nole11/status/1948377495444558222)  2025-07-24T13:39Z [---] followers, [---] engagements


"@M_Millerman Palantir is the American version of the Chinese surveillance state"  
[X Link](https://x.com/k_nole11/status/1948552563168534973)  2025-07-25T01:15Z [---] followers, [--] engagements


"@seminole4life22 Its like the South Park memberberries made a Happy Gilmore movie. Almost everything is a call back to the original"  
[X Link](https://x.com/k_nole11/status/1949082016831459519)  2025-07-26T12:18Z [---] followers, [---] engagements


"@JSE_Invest What percentage of $SBSW is from Rhodium"  
[X Link](https://x.com/k_nole11/status/1949837081116602511)  2025-07-28T14:19Z [---] followers, [---] engagements


"@SFarringtonBKC Money you put into $JAKK is less money you can put into $RIG obviously"  
[X Link](https://x.com/k_nole11/status/1950179027056029720)  2025-07-29T12:58Z [---] followers, [---] engagements


"$VAL below $45 and $RIG below $2.80 Thanks"  
[X Link](https://x.com/k_nole11/status/1951293300859687382)  2025-08-01T14:45Z [---] followers, [---] engagements


"I dont have own enough $RIG Rick Rule: there is a very fat tail not yet priced into the oil market Rick Rule: there is a very fat tail not yet priced into the oil market"  
[X Link](https://x.com/k_nole11/status/1951661593969738056)  2025-08-02T15:09Z [---] followers, [---] engagements


"@PantexCap Rates have gone from the 300s to the 400s already. Theyre all cash flow positive at these rates and hopefully the last of the cold stacked rigs will be sold for scrap soon. Replacement costs only matter in that it will take years to build new supply to bring rates down again"  
[X Link](https://x.com/k_nole11/status/1951805340300791856)  2025-08-03T00:40Z [---] followers, [----] engagements


"@athelascapital @PantexCap @Ultradeep3 This. We have a 3-5 year horizon no new supply will hit the market on top of major IOCs like $XOM and $CVX pushing more exploration capex offshore away from the Permian. Easy trade is to just buy and hold until someone inevitably makes a new purchase order"  
[X Link](https://x.com/k_nole11/status/1952053670452797557)  2025-08-03T17:07Z [---] followers, [---] engagements


"@ICBarrett Ill be honest and admit that I didnt even know about the offshore drilling sector until I came across a @hkuppy letter in December. I got lucky there. The thesis only becomes more inevitable the longer the turn takes though. The cold stacked ships are only getting rustier"  
[X Link](https://x.com/k_nole11/status/1953224488398594217)  2025-08-06T22:39Z [---] followers, [---] engagements


"@Ultradeep3 @FjordPhil Why $NE is only offshore I dont own"  
[X Link](https://x.com/k_nole11/status/1953619112074031384)  2025-08-08T00:47Z [---] followers, [---] engagements


"@rynokinsight Everyone who talks silver on here is so obsessed with finding a junior minor that will 10-20x. Its nice too read someone who recognizes that a obvious plays like $WPM $FNV and $PAAS have a ton of upside left"  
[X Link](https://x.com/k_nole11/status/1954326854099251708)  2025-08-09T23:40Z [---] followers, [---] engagements


"@johnkrichards $VG and $RIG are two stocks I hope stay flat or down until [----] options are open to trade. Hope I can load up on both then"  
[X Link](https://x.com/k_nole11/status/1955435564939063384)  2025-08-13T01:05Z [---] followers, [---] engagements


"@walststocker consensus for this Q is $.10. How much higher do you think it can be Also it has already run up 20% in the last month. Anything less than an easy beat may cause a sell off"  
[X Link](https://x.com/k_nole11/status/1955620888768110790)  2025-08-13T13:22Z [---] followers, [---] engagements


"@cycle_strategy Me to $RIG because Im not done buying yet"  
[X Link](https://x.com/k_nole11/status/1955784548912128232)  2025-08-14T00:12Z [---] followers, [---] engagements


"adding to my $RIG bag here again"  
[X Link](https://x.com/k_nole11/status/1957872219628986472)  2025-08-19T18:28Z [---] followers, [---] engagements


"Im sorry you have to be the most retarded person alive to see a Yale graduate venture capitalist whos political campaign was funded directly by Peter Thiel was going to represent anybodys interest but Peter Thiel. I know your ass took the short bus to school"  
[X Link](https://x.com/k_nole11/status/1958167081351852237)  2025-08-20T13:59Z [---] followers, [--] engagements


"@100xCompounding Does $NE really need a separate thesis If offshore oil thesis is valid then all of the stocks will work out great. Any difference in upside probably isnt worth the mental effort to research and draft a separate thesis. Just buy a basket or play ennie-meanie-minnie-mo"  
[X Link](https://x.com/k_nole11/status/1958174390287290437)  2025-08-20T14:28Z [---] followers, [---] engagements


"@CaptainRoyen [----] $RIG leaps were never a good idea. I have [----] leaps and I may even roll those go 2028"  
[X Link](https://x.com/k_nole11/status/1958276224133816724)  2025-08-20T21:13Z [---] followers, [--] engagements


"Added to $VG and $SOC today. Both above my cost basis. Think I have a full position of $SOC for now. God I would love to see $VG below $10 again to really back up the truck"  
[X Link](https://x.com/k_nole11/status/1958622146239856974)  2025-08-21T20:08Z [---] followers, [----] engagements


"Offshore investors when $RIG $VAL $NE and $BORR are actually green"  
[X Link](https://x.com/k_nole11/status/1958940188333547966)  2025-08-22T17:11Z [---] followers, [----] engagements


"@EnergyRealist25 @jeremie0117 The quoted post didnt even use the most up to date numbers. $RIG has already rolled or paid off some of that debt"  
[X Link](https://x.com/k_nole11/status/1961019846860193968)  2025-08-28T10:55Z [---] followers, [---] engagements


"$VAL quietly above $52"  
[X Link](https://x.com/k_nole11/status/1966186473612521829)  2025-09-11T17:05Z [---] followers, [--] engagements


"@CaptainRoyen bought my first batch of [----] $RIG calls today"  
[X Link](https://x.com/k_nole11/status/1967990782377463901)  2025-09-16T16:35Z [---] followers, [---] engagements


"Cant imagine watching baseball at an inferior ballpark when this is in my back yard. Go Os #FucktheYankees"  
[X Link](https://x.com/k_nole11/status/1969815951605436845)  2025-09-21T17:28Z [---] followers, [--] engagements


"If I believe the price of copper will be higher in '27 then isn't this $FCX news of slowing current production actually a good thing because they will be producing more when prices are higher"  
[X Link](https://x.com/k_nole11/status/1970873732681048362)  2025-09-24T15:31Z [---] followers, [---] engagements


"@SFarringtonBKC If your thesis says companies like $RIG will conservatively 3x on the next up cycle then Im good with them insuring survival too the next up cycle. We still havent seen contract announcements that let us know that the cycle is starting. Buying time is prudent"  
[X Link](https://x.com/k_nole11/status/1971186661175550425)  2025-09-25T12:14Z [---] followers, [---] engagements


"@marketplunger1 I have $FCX 😭"  
[X Link](https://x.com/k_nole11/status/1971237300685373938)  2025-09-25T15:36Z [---] followers, [---] engagements


"@NStepmum $VAL hasnt been buying back shares for the past quarter or two either. I think management of these offshore companies are extra cautious considering the history of the industry"  
[X Link](https://x.com/k_nole11/status/1971269043337429076)  2025-09-25T17:42Z [---] followers, [---] engagements


"I'll admit I made a mistake in $SOC. I underestimated CA politics and I don't think the upside justifies continuing to hold. I especially don't like the potential new non-pipeline option. Luckily it isn't a big haircut. I'm getting better and cutting loses at least"  
[X Link](https://x.com/k_nole11/status/1973402082855010468)  2025-10-01T14:58Z [---] followers, [----] engagements


"@settleml92 Tackled Derrick Henry [--] on [--] in flat when we played Bama in Atlanta. May have earned his training camp invite with just that play"  
[X Link](https://x.com/k_nole11/status/1974561736863949206)  2025-10-04T19:46Z [---] followers, [--] engagements


"Fire Mike and hire a guy who can recruit please"  
[X Link](https://x.com/k_nole11/status/1974641687122284899)  2025-10-05T01:03Z [---] followers, [--] engagements


"@2020Upstream I'm constantly going back and forth between: 1) it's too late and no new $ into #Silver and put everything into #Oil and 2) plenty of time to add to my Silver positions"  
[X Link](https://x.com/k_nole11/status/1975580080228217096)  2025-10-07T15:12Z [---] followers, [--] engagements


"How many $SOC bulls knew the law was on Sables side because they asked ChatGPT leading questions Or listened to some substack writer who did that $SOC Dintzer made good arguments the law and facts are very clear but the fix was in. Political decision not legal one $SOC Dintzer made good arguments the law and facts are very clear but the fix was in. Political decision not legal one"  
[X Link](https://x.com/k_nole11/status/1978615769614164251)  2025-10-16T00:15Z [---] followers, [----] engagements


"@irbezek @Aureliusltd28 #NotAllMalls $SPG is killing it"  
[X Link](https://x.com/k_nole11/status/1889407874142707944)  2025-02-11T20:15Z [---] followers, [---] engagements


"Bought more $PSIX $NVDA and $VLERF this morning. Sold more $PLTR"  
[X Link](https://x.com/k_nole11/status/1890427652541907124)  2025-02-14T15:47Z [---] followers, [---] engagements


"@ClarkSquareCap Columbia $CIB and $EC have been doing well too"  
[X Link](https://x.com/k_nole11/status/1890518954780635405)  2025-02-14T21:50Z [---] followers, [---] engagements


"@optionscjp This happens at this stage of a bull run where people miss stocks like $PLTR and $NVDA and are trying to force another. Similar to people pumping $AMD"  
[X Link](https://x.com/k_nole11/status/1891240670582497769)  2025-02-16T21:38Z [---] followers, [---] engagements


"Just going to keep averaging up my $PSIX position. I liked it better in the 20s and even better when it briefly sold off into teens but I think I'll be happy buying here by the end of the year"  
[X Link](https://x.com/k_nole11/status/1892236028489953376)  2025-02-19T15:33Z [---] followers, [---] engagements


"Im guessing $CCL is trading down because $WMT earnings are showing the consumer weakening"  
[X Link](https://x.com/k_nole11/status/1892598472806715601)  2025-02-20T15:33Z [---] followers, [---] engagements


"@rubicon59 at scale is the key issue here. Even with Musk at his current position in the WH it will take a while for enough jurisdictions to okay entry. This along with constantly missing launch targets(Semis still arent at scale) gives me confidence that this issues is years out"  
[X Link](https://x.com/k_nole11/status/1893365598421184772)  2025-02-22T18:21Z [---] followers, [--] engagements


"@rubicon59 I also see Waymo expansion will probably be partnered with $UBER in more jurisdictions than not"  
[X Link](https://x.com/k_nole11/status/1893365852927394087)  2025-02-22T18:22Z [---] followers, [--] engagements


"@rubicon59 I just freed up a bunch of cash selling $PLTR I hope it keeps selling off into the 20s"  
[X Link](https://x.com/k_nole11/status/1893443188695662906)  2025-02-22T23:30Z [---] followers, [---] engagements


"Does he know whos in charge of the FBI and DOJ now Or is Trump + Elmo still not powerful enough to take on The Deep State If you know who the pedo rapists are who were involved on Epsteins island and you hide that info because theyre famous actors or influential politicians youre just as guilty as they are and just as scummy as they are. If you know who the pedo rapists are who were involved on Epsteins island and you hide that info because theyre famous actors or influential politicians youre just as guilty as they are and just as scummy as they are"  
[X Link](https://x.com/k_nole11/status/1894447595960865247)  2025-02-25T18:01Z [---] followers, [--] engagements


"Anyone got thoughts on upcoming $VLERF $VLE.TO earnings"  
[X Link](https://x.com/k_nole11/status/1922390340750696800)  2025-05-13T20:35Z [---] followers, [---] engagements


"@StonksAndChill Im very long Valeura Energy $VLERF $VLE.TO. Cant imagine a scenario they dont pick up the option in [----]. Theyre debt free and their break even price for oil is in the 40s or lower I believe"  
[X Link](https://x.com/k_nole11/status/1925320672198218070)  2025-05-21T22:39Z [---] followers, [----] engagements


"3 stocks that I think are great coffee-can stocks: [--]. $PSIX - huge tailwinds for power generation [--]. $VLERF / $VLE.TO - trading well below nav reserves growing faster than market anticipates and no debt [--]. $NU - South America economic growth will be long tailwind"  
[X Link](https://x.com/k_nole11/status/1927369953360949659)  2025-05-27T14:23Z [---] followers, [----] engagements


"@oilgastourist Im happy to add more cheap shares here. Im considering consolidating my tiny $CNQ position to just concentrate in $VLERF"  
[X Link](https://x.com/k_nole11/status/1928503282655281560)  2025-05-30T17:26Z [---] followers, [---] engagements


"$VLERF and $VG lately"  
[X Link](https://x.com/k_nole11/status/1934608486815719831)  2025-06-16T13:46Z [---] followers, [---] engagements


"@jtourzan Any thoughts on Ivanhoe $IVPAF vs Lundin Mining Corp $LUNMF"  
[X Link](https://x.com/k_nole11/status/1940845883664351679)  2025-07-03T18:51Z [---] followers, [---] engagements


"Added $FCX and $PALAF to my portfolio with the funds. Basically same as $PSIX thesis. Energy demand increasing means we need much more #Copper and #Uranium for energy. Trimmed some $PSIX here. I definitely owe @rubicon59 a beer--or several cases worth--for posting about it late last year. Trimmed some $PSIX here. I definitely owe @rubicon59 a beer--or several cases worth--for posting about it late last year"  
[X Link](https://x.com/k_nole11/status/1948063279873478800)  2025-07-23T16:50Z [---] followers, [---] engagements


"Valeura Energy $VLERF $VLE is stupidly cheap. I hope we hear about how they bought back shares in the upcoming earnings call. Wassana development is already being paid by cash on the balance sheet so not sure what the excuse would be if they aren't buying shares"  
[X Link](https://x.com/k_nole11/status/1948447144362315988)  2025-07-24T18:16Z [---] followers, [---] engagements


"@oilgastourist With the recent activity in Turkey I wonder if he will address the asset $VLE has there on the next call"  
[X Link](https://x.com/k_nole11/status/1950953183737418182)  2025-07-31T16:14Z [---] followers, [---] engagements


"@100xCompounding $VAL has better [----] jack up contract coverage than $BORR does for 2026"  
[X Link](https://x.com/k_nole11/status/1950960447496036428)  2025-07-31T16:43Z [---] followers, [---] engagements


"@100xCompounding Im pretty sure $BORRs [----] coverage will still be lower than $VALs [----] even if PEMEX extends/resigns all contracts with $BORR"  
[X Link](https://x.com/k_nole11/status/1950961680227164206)  2025-07-31T16:48Z [---] followers, [---] engagements


"@siyul @ValeuraEnergy is under covered. Growth ahead of them and no debt. But my god is it a pain in the ass to buy shares. No volume in $VLERF shares and my US broker doesnt trade Toronto listed stocks $VLE"  
[X Link](https://x.com/k_nole11/status/1953212464478187671)  2025-08-06T21:51Z [---] followers, [---] engagements


"I added $BTE to my portfolio today as a new position. I'm already long oil producers via $XOM $VLERF and $SOC (when it the legal issues resolve) but I think $BTE adds nice leverage if it survives to a +$85/barrel environment without dilution. Keeping it small"  
[X Link](https://x.com/k_nole11/status/1955722342883033540)  2025-08-13T20:05Z [---] followers, [----] engagements


"I tried to listen to the $BORR conference call but it had a ton feedback and it was unlistenable. Was it an issue with @Quartr_App or was it the call itself"  
[X Link](https://x.com/k_nole11/status/1955996782938222784)  2025-08-14T14:15Z [---] followers, [---] engagements


"$BORR not giving back its pre-earnings gains (or at least not much of them) is a really good sign that the bottom is behind us"  
[X Link](https://x.com/k_nole11/status/1956369674809061839)  2025-08-15T14:57Z [---] followers, [----] engagements


"That said absent a melt-up I don't see a catalyst for $BORR to go significantly higher until [----] contracts are announced. Might get a chance to add more in tax loss selling season"  
[X Link](https://x.com/k_nole11/status/1956372921242333274)  2025-08-15T15:10Z [---] followers, [---] engagements


"Valuera Energy $VLE $VLERF is getting cheap again. Almost back to the prices before the partnership announcement"  
[X Link](https://x.com/k_nole11/status/1965489971726614808)  2025-09-09T18:58Z [---] followers, [---] engagements


"@mattkiu @Josh_Young_1 @hkuppy @calvinfroedge Why is $SSL a better play than a typical producer exploration or services oil company Just cheapest"  
[X Link](https://x.com/k_nole11/status/1970639215324209374)  2025-09-23T23:59Z [---] followers, [---] engagements


"@TinInvestor $AFMJF is profitable at this level and stays paying out a nice yield at these prices no"  
[X Link](https://x.com/k_nole11/status/1970896641382138163)  2025-09-24T17:02Z [---] followers, [--] engagements


"Added to $TDW and started position in $TGSGY. offshore oil services is one of the few sectors that isn't expensive yet. Also added a bit on this $FCX dip. If #Copper really has these long tailwinds then this selloff will be a minor blip on the long term chart of $FCX"  
[X Link](https://x.com/k_nole11/status/1970915144143339686)  2025-09-24T18:16Z [---] followers, [---] engagements


"Ive been buying $RIG (as well as $VAL) with an eye that the payoff would be a 2027-28 story at the earliest and that we will have a multi year bull market because adding new generation rig supply will take years. $RIG buying time is smart. I plan to add more"  
[X Link](https://x.com/k_nole11/status/1971175989628813748)  2025-09-25T11:32Z [---] followers, [----] engagements


"@mfwarder Okay. So how do you act on this Go buy the $COAL etf Wait for more specific information"  
[X Link](https://x.com/k_nole11/status/1972678169741164742)  2025-09-29T15:01Z [---] followers, 12.3K engagements


"@2020Upstream @DrRyanPDaly Thoughts on $TGSGY or offshore drillers like $RIG"  
[X Link](https://x.com/k_nole11/status/1973442336521855050)  2025-10-01T17:38Z [---] followers, [---] engagements


"@JSE_Invest Offshore oil. Either in services and drillers like $RIG $VAL $TDW $TGSGY etc. Or in Exploration and Producers who have significant offshore assets like $XOM (Guyana) or $VLE"  
[X Link](https://x.com/k_nole11/status/1973523244784427333)  2025-10-01T22:59Z [---] followers, [---] engagements


"miners are making [--] week highs left and right but $FNV and $WPM are down today"  
[X Link](https://x.com/k_nole11/status/1975934455064981555)  2025-10-08T14:40Z [---] followers, [---] engagements


"Bought more $RIG today. Also noticed that $TGSGY was up 8% on almost triple normal volume 👀"  
[X Link](https://x.com/k_nole11/status/1976032355019260146)  2025-10-08T21:10Z [---] followers, [---] engagements


"$VLERF is my 3rd largest position behind $RIG and $VAL. Such an undervalued gem. No debt. Just organically growing and investing at the bottom of the cycle. Solid update released from $vle.to today Production getting back to late [----] levels " Our average working interest share oil production before royalties increased to [----] mbbls/d during Q3. Toward the end of the quarter with the new Nong Yao wells online our rates had risen Solid update released from $vle.to today Production getting back to late [----] levels " Our average working interest share oil production before royalties increased to"  
[X Link](https://x.com/k_nole11/status/1976327337764622806)  2025-10-09T16:42Z [---] followers, [----] engagements


"Cant post something like this and not add obviously. More $VLERF for me"  
[X Link](https://x.com/k_nole11/status/1976370016162578832)  2025-10-09T19:31Z [---] followers, [--] engagements


"$RIG management looking really good with the timing of the capital raise to pay off the [--] debt. $BORR too just a few months earlier. This analysis also seems consistent with $VALs decision to save cash and not hit the buyback button the last few quarters $RIG $NE $VAL $OIH Barclays: - matter of time before #deepwater inflects - the "time" more like end rather than mid-2026 (prob more so if we stay longer in $50s oil likely delaying some capex) https://t.co/FeXaTryw8n $RIG $NE $VAL $OIH Barclays: - matter of time before #deepwater inflects - the "time" more like end rather than mid-2026 (prob"  
[X Link](https://x.com/k_nole11/status/1977437819615445334)  2025-10-12T18:14Z [---] followers, [----] engagements


"Very happy with the $ANPMF results. Added today. Also started an $AR position to go with my recent $TRMLF position. Natural Gas seems hated now so time to start buying. Finally added to $VLERF again today. Just cant believe the deal the market is giving here"  
[X Link](https://x.com/k_nole11/status/1978919423982375360)  2025-10-16T20:22Z [---] followers, [---] engagements


"@ShaleTier7 The lack of $VLE on this list makes me sad"  
[X Link](https://x.com/k_nole11/status/1978965946527089039)  2025-10-16T23:27Z [---] followers, [---] engagements


"$RIG and $VAL are up today"  
[X Link](https://x.com/k_nole11/status/1979257096710304061)  2025-10-17T18:43Z [---] followers, [----] engagements


"@DotyBilly Why do you prefer $EQT or $AR Just scale Or other factors"  
[X Link](https://x.com/k_nole11/status/1979293820664602866)  2025-10-17T21:09Z [---] followers, [---] engagements


"@CaptainRoyen Step in how Absent the administration outright ignoring the law (which I admit is possible because Trump hates the constitution) they cannot do anything. The tanker solution requires $SOC to hookup to the CA power grid. A loan requires $SOC to comply with state regulations"  
[X Link](https://x.com/k_nole11/status/1979869877025534326)  2025-10-19T11:18Z [---] followers, [---] engagements


"@Emerald_Wizzard @CaptainRoyen A bull case of the rule of law is meaningless because we live according to the whims of a dictator isnt as strong as $SOC bulls think it is. Hell if thats case what stops the administration from giving the asset back to $XOM who can pay much bigger bribes than a broke $SOC"  
[X Link](https://x.com/k_nole11/status/1979877103320568175)  2025-10-19T11:47Z [---] followers, [---] engagements


"@Emerald_Wizzard @CaptainRoyen And frankly oil is below $60 now. It just isnt an emergency that the administration needs to move quickly to save $SOC. $SOC needs cash quickly and the DOE loan aint coming. Any twitter post by the administration is just them throwing red meat to the base. Enjoy dilution"  
[X Link](https://x.com/k_nole11/status/1979879217774075960)  2025-10-19T11:56Z [---] followers, [---] engagements


"Are $SOC bulls seriously so dumb that they forgot that rule of law is why the American market is so attractive to capital Getting rid of that is far more damaging than whatever benefit youll get for sticking to Newscum or whatever childish names you use. Grow the fuck up @k_nole11 @CaptainRoyen You already answered the question yourself. The current administration isn't known for adhering to past regulations. If they want to do something and it's part of their policies ("drill baby drill") they will do it. I'm actually betting on $SOC becoming a battleground stock @k_nole11 @CaptainRoyen You"  
[X Link](https://x.com/k_nole11/status/1979881236782064051)  2025-10-19T12:04Z [---] followers, [----] engagements


"@valueinmotion90 Interesting to hear about lower offshore activity globally when every call including $SLBs very recently suggests activity is rising everywhere but the ME and Gulf of Mexico. $RIG $VAL $TDW and $TGS have all discussed pick up in activity in Brazil and Africa for instance"  
[X Link](https://x.com/k_nole11/status/1980390633035690156)  2025-10-20T21:48Z [---] followers, [---] engagements


"Looking forward to the $VAL earnings call. So much commentary lately was about prioritizing getting contracts for all ships with near term availability. Now done with DS-12s new contract. What now Prioritize buyback Hunker down and save cash to survive Need to hear a plan"  
[X Link](https://x.com/k_nole11/status/1980614232539308277)  2025-10-21T12:36Z [---] followers, [---] engagements


"Up again today. What one might call relative strength $RIG $VAL $RIG and $VAL are up today https://t.co/j6DBNEjG5n $RIG and $VAL are up today https://t.co/j6DBNEjG5n"  
[X Link](https://x.com/k_nole11/status/1980684600180633922)  2025-10-21T17:16Z [---] followers, [----] engagements


"Since this post $VLERF $VLE.TO has: 1) nearly doubled its reserves from exploratory drilling 2) FID on Wassana to be completed with cash from balance sheet in [--] 3) entered into farm agreement with PTTEP I cant stop buying Short Valeura thesis: - organic business improving: more production with declining opex - main weakness solved: reserves renovation - huge cash position and no debt - company has stated is wants more M&A preferably gas - great CEO who has delivered on his promises $VLE $VLERF Short Valeura thesis: - organic business improving: more production with declining opex - main"  
[X Link](https://x.com/k_nole11/status/1980719304871182525)  2025-10-21T19:34Z [---] followers, [---] engagements


"@rynokinsight Can you direct me to a good write up $PUMP or $ACDC I see people mentioning them and I cant figure out if they are making bottom of the cycle recovery plays or if there is more to it"  
[X Link](https://x.com/k_nole11/status/1981066948239904839)  2025-10-22T18:35Z [---] followers, [---] engagements


"@SFarringtonBKC @nastynastyelon @rynokinsight Thanks. Have you looked into $ESVIF before Or TGS.ASA"  
[X Link](https://x.com/k_nole11/status/1981092619666280501)  2025-10-22T20:17Z [---] followers, [---] engagements


"@LNG_Investor_ Not a fan of self-inflicted need for litigation but assuming survival it may turn out to be an incredible opportunity to get in $VG cheap"  
[X Link](https://x.com/k_nole11/status/1981498354543562897)  2025-10-23T23:09Z [---] followers, [---] engagements


"Adding to $VG with $10 and $12.5 [----] calls"  
[X Link](https://x.com/k_nole11/status/1981767077129334962)  2025-10-24T16:57Z [---] followers, [---] engagements


"I need $SOC bulls to explain why Trump would use limited political capital on this issue when oil is already at depressed prices. Also CA getting fucked over by their own policies helps him. Why wouldnt he let CA drown for a while and then step in later Sorry $SOC bears about to go from deep red to green even on bad news the bet has nothing to do with Cali and coastal comission at this point. This bet is on @realDonaldTrump getting involved. And risk reward is great considering how far the stock pops if that happens Sorry $SOC bears about to go from deep red to green even on bad news the bet"  
[X Link](https://x.com/k_nole11/status/1981876859101921334)  2025-10-25T00:13Z [---] followers, [----] engagements


"@Dumbmuskrat Omg a republican politician tweeted an issue that let him dunk on a liberal state Call the presses Totally and investable thesis"  
[X Link](https://x.com/k_nole11/status/1981879299780051108)  2025-10-25T00:23Z [---] followers, [---] engagements


"@107_taste @Dumbmuskrat And $XOM has deeper pockets and takes over the asset if it doesnt start by early next year. Why not wait until someone with deeper pockets owns the asset to make a big donation The grifter in chief loves deep pockets to fleece. Occams razor"  
[X Link](https://x.com/k_nole11/status/1981885128054800877)  2025-10-25T00:46Z [---] followers, [---] engagements


"@SFarringtonBKC But with #copper where new mines can easily cost billions to permit and build doesnt it make more sense to stick with the big boys who have the balance sheets to actually build them"  
[X Link](https://x.com/k_nole11/status/1982805135496495150)  2025-10-27T13:42Z [---] followers, [---] engagements


"@100xCompounding Step [--] of the offshore trade back in April through July when $RIG $VAL and $NE were trading like they were heading for bankruptcy was to show that they arent on that trajectory again. Think we passed that step last earnings. Next step is day rates start rising. On our way"  
[X Link](https://x.com/k_nole11/status/1982928949031403809)  2025-10-27T21:54Z [---] followers, [---] engagements

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