# ![@walststocker Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2604364714.png) @walststocker Wallstreet Stocker

Wallstreet Stocker posts on X about $borr, $bak, $rig, $val the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::2604364714/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2604364714/c:line/m:interactions.svg)

- [--] Week [-----] +32%
- [--] Month [-----] -2.10%
- [--] Months [------] +18%
- [--] Year [------] +996%

### Mentions: [--] [#](/creator/twitter::2604364714/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2604364714/c:line/m:posts_active.svg)

- [--] Week [--] -44%
- [--] Month [--] -6.70%
- [--] Months [---] +74%
- [--] Year [---] +574%

### Followers: [---] [#](/creator/twitter::2604364714/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2604364714/c:line/m:followers.svg)

- [--] Week [---] +0.29%
- [--] Month [---] +1.80%
- [--] Months [---] +27%
- [--] Year [---] +115%

### CreatorRank: undefined [#](/creator/twitter::2604364714/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2604364714/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$borr](/topic/$borr) #20, [$bak](/topic/$bak), [$rig](/topic/$rig), [$val](/topic/$val), [imo](/topic/imo), [$clf](/topic/$clf), [debt](/topic/debt), [in the](/topic/in-the), [$pbr](/topic/$pbr), [mexico](/topic/mexico)

**Top accounts mentioned or mentioned by**
[@crisu1969](/creator/undefined) [@stonksandchill](/creator/undefined) [@qftnoise](/creator/undefined) [@slavye](/creator/undefined) [@lasse108](/creator/undefined) [@icbarrett](/creator/undefined) [@100xcompounding](/creator/undefined) [@marcelo12650938](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@taobanker](/creator/undefined) [@emuconspiracy](/creator/undefined) [@thedriller11](/creator/undefined) [@offshoremayor](/creator/undefined) [@ultradeep3](/creator/undefined) [@varianceswap](/creator/undefined) [@javimedi95](/creator/undefined) [@knole11](/creator/undefined) [@calvinfroedge](/creator/undefined) [@bichonredux](/creator/undefined) [@stockaholic5](/creator/undefined)

**Top assets mentioned**
[Borr Drilling Limited (BORR)](/topic/$borr) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [PolkaBridge (PBR)](/topic/$pbr) [Rayonier Inc. (RYN)](/topic/$ryn) [Doug The Duck (DOUG)](/topic/$doug) [Noble Corporation (NE)](/topic/$ne) [Ecopetrol S.A (EC)](/topic/$ec) [Schlumberger NV (SLB)](/topic/$slb) [Frontline Ltd. (FRO)](/topic/$fro) [Sasol Limited (SSL)](/topic/$ssl) [Western Union Co (WU)](/topic/$wu) [PotlatchDeltic Corporation Common Stock (PCH)](/topic/$pch) [Bank of America (BAC)](/topic/bank-of-america) [Conagra Brands Inc (CAG)](/topic/$cag) [AFC Gamma, Inc. (AFCG)](/topic/$afcg) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TheDriller11 Any opinion on shllf"  
[X Link](https://x.com/walststocker/status/1677352445637271553)  2023-07-07T16:22Z [---] followers, [--] engagements


"@OttoMaddox42 @TheDriller11 Thoughts on shllf As a jackup play Own both borr and shllf"  
[X Link](https://x.com/walststocker/status/1687171190857543681)  2023-08-03T18:38Z [---] followers, [--] engagements


"@puppyeh1 Market cap on financial websites saying is around [---] million What am I missing"  
[X Link](https://x.com/anyuser/status/1742320020229648817)  2024-01-02T23:00Z [--] followers, [---] engagements


"@Refinedman2 @Fin_Eng_Net @ragingbullcap Less torque"  
[X Link](https://x.com/walststocker/status/1785487632358621300)  2024-05-01T01:53Z [--] followers, [--] engagements


"@OSA_Rochester What about the buyout offer at 2.50"  
[X Link](https://x.com/walststocker/status/1788321606676214178)  2024-05-08T21:34Z [---] followers, [--] engagements


"@BoxLongs U talking about me"  
[X Link](https://x.com/walststocker/status/1800521115993100448)  2024-06-11T13:31Z [---] followers, [--] engagements


"@BichonRedux How would play natty"  
[X Link](https://x.com/walststocker/status/1802066335389688150)  2024-06-15T19:51Z [---] followers, [---] engagements


"@Stockaholic5 @philoinvestor Management talked about a stock buyback in fall but then went radio silence when lockup period expired In January if I remember correct. Last earnings call a question was asked about what they needed to become profitable and the answer was vague imo"  
[X Link](https://x.com/walststocker/status/1810918820032204801)  2024-07-10T06:07Z [---] followers, [--] engagements


"@_triangulate_ @lundeen_ne Said insider buying was peanuts lol insider thats buying owns almost [--] million shares. His only reason is share dilution. Rig management did a great job. Sounds like he has an agenda"  
[X Link](https://x.com/walststocker/status/1830350105477550122)  2024-09-01T21:00Z [---] followers, [---] engagements


"@offshoremayor U dont like the price today to get back in With the [--] rig sale for almost [--] percent of market cap of company And new contract at higher rate That could extend for [--] years or something like that"  
[X Link](https://x.com/walststocker/status/1831425911385907526)  2024-09-04T20:15Z [---] followers, [---] engagements


"@CaptainRoyen @offshoremayor Disgusting where"  
[X Link](https://x.com/walststocker/status/1849642575130464666)  2024-10-25T02:42Z [---] followers, [--] engagements


"@phil_hk Any idea on timing of dividend announcement for $EC"  
[X Link](https://x.com/walststocker/status/1863599839470141808)  2024-12-02T15:03Z [---] followers, [---] engagements


"@StonksAndChill Be nice if they continue the buyback"  
[X Link](https://x.com/walststocker/status/1864345101536743469)  2024-12-04T16:24Z [---] followers, [---] engagements


"@EricMLiquori @cowpensbelt @lasse108 They complete second tranche of buyback"  
[X Link](https://x.com/walststocker/status/1865072575392477391)  2024-12-06T16:35Z [---] followers, [--] engagements


"@taobanker Think buyout happens or just cheap"  
[X Link](https://x.com/walststocker/status/1866881722559893876)  2024-12-11T16:24Z [---] followers, [--] engagements


"@Toronto242M @mark_aleks @JEUninformed Your shorting oxy at [--] lol I admire the go big or go home"  
[X Link](https://x.com/walststocker/status/1867032244897841485)  2024-12-12T02:22Z [---] followers, [--] engagements


"@Toronto242M @mark_aleks @JEUninformed lol your still short at 48"  
[X Link](https://x.com/walststocker/status/1867033828885246273)  2024-12-12T02:28Z [---] followers, [--] engagements


"@YellowLabLife Why do you prefer $X over $CLF"  
[X Link](https://x.com/walststocker/status/1875193232474460326)  2025-01-03T14:51Z [---] followers, [---] engagements


"@BeenThereCap Maybe $CLF is a buy here Think Stelco acquisition was a brilliant move at bottom of the cycle"  
[X Link](https://x.com/walststocker/status/1875679597699985869)  2025-01-04T23:03Z [---] followers, [---] engagements


"@JamesHMackay @mfwarder @POTUS @USTradeRep If interested in $X why not just buy $CLF instead"  
[X Link](https://x.com/walststocker/status/1876008175721451580)  2025-01-05T20:49Z [---] followers, [--] engagements


"@lasse108 $BORR $BAK $RIG"  
[X Link](https://x.com/walststocker/status/1876269132863471978)  2025-01-06T14:06Z [---] followers, [----] engagements


"@taobanker Div not as big as MO BTI"  
[X Link](https://x.com/walststocker/status/1881768673205248202)  2025-01-21T18:19Z [---] followers, [--] engagements


"@jslamat I added more $CLF might be a steel under [--]. Great acquisition of Stelco at bottom of cycle. Insider buying at much higher prices"  
[X Link](https://x.com/walststocker/status/1882184473137340810)  2025-01-22T21:52Z [---] followers, [---] engagements


"@charlesbonnerjr @Toronto242M @TommyDeepwater @Hierony69122434 Does $SLB still own $Borr shares"  
[X Link](https://x.com/walststocker/status/1886082865755980083)  2025-02-02T16:02Z [---] followers, [---] engagements


"@sedam_jeff86130 @edward_petez No value at all Products are great. Try Sweetwater brand"  
[X Link](https://x.com/walststocker/status/1895232261022457878)  2025-02-27T21:59Z [---] followers, [---] engagements


"@AnxanumC @ICBarrett Plus $borr is so cheap he has some $val shares the jack up rigs would fit nicely together imo"  
[X Link](https://x.com/walststocker/status/1895280954580828164)  2025-02-28T01:12Z [---] followers, [---] engagements


"@AnxanumC @ICBarrett Hard to believe Borr is not up by this summer"  
[X Link](https://x.com/walststocker/status/1895283588712800336)  2025-02-28T01:23Z [---] followers, [--] engagements


"@coeus12345 @ICBarrett @Ultradeep3 What if oil jumps in the next few months But i get your point about market risk. Same time these prices are so low maybe its baked in"  
[X Link](https://x.com/walststocker/status/1895468805977178576)  2025-02-28T13:39Z [---] followers, [---] engagements


"@ICBarrett @coeus12345 @Ultradeep3 Was a glorious time. Hopefully history repeats. Im betting it will"  
[X Link](https://x.com/walststocker/status/1895473272269230401)  2025-02-28T13:56Z [---] followers, [---] engagements


"@BobertBedford @AlphaArkInvest @alamo23445 At todays price only need a little over [--] million to retire [--] percent of float"  
[X Link](https://x.com/walststocker/status/1895932742908747894)  2025-03-01T20:22Z [---] followers, [---] engagements


"@alamo23445 @BobertBedford @AlphaArkInvest @hkuppy @LingmerthStefan Anyone buying the $val warrants"  
[X Link](https://x.com/walststocker/status/1895934802106466619)  2025-03-01T20:30Z [---] followers, [---] engagements


"Mexico's Pemex has paid [---] billion pesos in debt to suppliers president says $BORR $RIG $NE $VAL https://www.reuters.com/business/energy/mexicos-pemex-has-paid-147-billion-pesos-debt-suppliers-president-says-2025-03-26/ https://www.reuters.com/business/energy/mexicos-pemex-has-paid-147-billion-pesos-debt-suppliers-president-says-2025-03-26/"  
[X Link](https://x.com/walststocker/status/1906076039526183160)  2025-03-29T20:08Z [---] followers, [----] engagements


"@Grazes @joeriwestland @olvehe @AllVentured I started a position in $fro $Sfl as well"  
[X Link](https://x.com/walststocker/status/1906405281157820596)  2025-03-30T17:56Z [---] followers, [---] engagements


"@NycStock What price does $CLF need to be profitable"  
[X Link](https://x.com/walststocker/status/1908356706582536242)  2025-04-05T03:11Z [---] followers, [--] engagements


"@jslamat Any idea what $CLF breakeven is on steel"  
[X Link](https://x.com/walststocker/status/1908493690600866097)  2025-04-05T12:15Z [---] followers, [---] engagements


"@NycStock Added more $CLF"  
[X Link](https://x.com/walststocker/status/1909244274320744503)  2025-04-07T13:58Z [---] followers, [--] engagements


"@MarhelmData Sounds good for $CLF"  
[X Link](https://x.com/walststocker/status/1913211913451823109)  2025-04-18T12:44Z [---] followers, [---] engagements


"@DC_Magazine Amazing $BORR going down when cash flow is increasing"  
[X Link](https://x.com/walststocker/status/1914338802081947808)  2025-04-21T15:21Z [---] followers, [---] engagements


"@gurgavin Got $CLF"  
[X Link](https://x.com/walststocker/status/1919719960680530362)  2025-05-06T11:44Z [---] followers, [---] engagements


"@JohnDiesel @variance_swap Does not look like Val pays. So what then"  
[X Link](https://x.com/walststocker/status/1919870689403703354)  2025-05-06T21:43Z [---] followers, [--] engagements


"@100xCompounding @StonksAndChill Seems like it could be a great buyout candidate for someone with deeper pockets"  
[X Link](https://x.com/walststocker/status/1922475903482818785)  2025-05-14T02:15Z [---] followers, [---] engagements


"@ProfMoneyarty @pcebotte @StonksAndChill @100xCompounding And we just saw $VAL sell a jackup that was almost [--] years old for [---] million"  
[X Link](https://x.com/walststocker/status/1923045240291606564)  2025-05-15T15:58Z [---] followers, [--] engagements


"@Bamba_valance @offshoremayor @AncientSion Do not forget both $VAL and $NE both went bankrupt $BORR did not. Does that statement not say something"  
[X Link](https://x.com/walststocker/status/1926098012012532134)  2025-05-24T02:08Z [---] followers, [---] engagements


"My biggest gem in $BORR earnings call Q@ A Fredrik Stene: Hey Patrick Bruno and Magnus. I hope you're all well. So I want to touch a bit upon liquidity in general. Because at least from the discussions that I've had with clients recently I think it's very very thematic. And you know some of this ties to Mexico PEMEX and the lack of just payment visibility from them. And the second comes to [----] coverage and beyond. And you know you've obviously given kind of good commentary on that already. I was hoping that you could potentially provide a bit more color on how you see your own liquidity"  
[X Link](https://x.com/walststocker/status/1926103813053698103)  2025-05-24T02:31Z [---] followers, [----] engagements


"@ALLKAResearch @lasse108 Why doesnt he just buy on open market if only wants to invest a [---] million"  
[X Link](https://x.com/walststocker/status/1927121191858225203)  2025-05-26T21:54Z [---] followers, [--] engagements


"$BORR is already dealing with Pemex and has received [---] million from them and expects them to start regular payments going forward. An excerpt from $BORR Question and Answer section in earnings call We do expect that PEMEX should go back to regular payments now throughout in [----]. Invoicing seems to be progressing as planned. And the signals that we are seeing is that Mexico should come back to their regular payments that they have shown over the past few years up until mid last year I would say. Maybe bodes well for contract extensions in Mexico for BORR"  
[X Link](https://x.com/walststocker/status/1927746359500665132)  2025-05-28T15:18Z [---] followers, [---] engagements


"@ENTRAconsulting $BORR $VAL $NE"  
[X Link](https://x.com/walststocker/status/1928275491158479103)  2025-05-30T02:21Z [---] followers, [---] engagements


"@TradeNowFuture Agreed imo felt the earnings call took a lot of the balance sheet risk off the table"  
[X Link](https://x.com/walststocker/status/1929981864774955124)  2025-06-03T19:21Z [---] followers, [---] engagements


"@ICBarrett @Ultradeep3 Agreed they already are all up well over [--] percent from the low"  
[X Link](https://x.com/walststocker/status/1932412809792401691)  2025-06-10T12:21Z [---] followers, [---] engagements


"So you sold $BAK out at 3.50s or so Think a lot of this is already priced in stock was over [--] bucks a share a few years ago. Lets not forget the amount of dividends this stock has paid in the past. Has a few years of runway with debt so I dont think $PBR needs to capitalize them anytime soon. $BAK being listed on NYSE and being held by some pretty big Finance US players with deep pockets such as Oaktree and Vanguard. Braskem also has large operations in the United States so I think could be a ton of lawsuits if there is to much funny business. Just my opinion"  
[X Link](https://x.com/walststocker/status/1936804004966645848)  2025-06-22T15:10Z [---] followers, [---] engagements


"@Crisu1969 @TootieFrootie13 @Marcelo12650938 This would dilute PBR ownership Why would they do that when they have wanted more control example is more board seats"  
[X Link](https://x.com/walststocker/status/1937501489687355696)  2025-06-24T13:22Z [---] followers, [---] engagements


"@Crisu1969 @TootieFrootie13 @Marcelo12650938 Sounds like a lot of lawsuits will be coming from the ADR holders on the NYSE if they take this route my [--] cents"  
[X Link](https://x.com/walststocker/status/1937512781600747909)  2025-06-24T14:06Z [---] followers, [--] engagements


"Really Comparing some tiny company not even listed on the NYSE to one of the largest petrochemical companies in the world $BAK has major operations in the US and being listed on NYSE would open them up to huge lawsuits if they pulled a stunt like this. Plus they have [--] years of runway so its not even a near term issue. Are you shorting Or just want a lower price to buy in"  
[X Link](https://x.com/walststocker/status/1938209702682255710)  2025-06-26T12:16Z [---] followers, [---] engagements


"@javimedi95 @TradeNowFuture Agreed shelf drilling and then they can scrap all the old rigs and swing the market into a deficit of jack up rigs"  
[X Link](https://x.com/walststocker/status/1940762369342558583)  2025-07-03T13:19Z [---] followers, [---] engagements


"@birdseye88 Maybe rerate on balance sheet improvement and insiders bought over [--] percent of new offering along with raising [---] million at [----] means stock is probably cheap at this price"  
[X Link](https://x.com/walststocker/status/1940822213093216387)  2025-07-03T17:17Z [---] followers, [---] engagements


"Thoughts on $BORR recent equity raise [---] million USD at [----] a share so [--] million shares added to share count which is over [--] percent increase in share count Insiders took over [--] percent and that is without knowing if granular capital the largest shareholder participated I view this as positive with insiders buying a combined [----] million dollars worth. Signals [----] is probably a pretty good floor and insiders aligned with shareholders $BORR is adding a board member from Granular Capital so good chance they did participate in the offering also interesting the new board member specializes"  
[X Link](https://x.com/walststocker/status/1941198839043485740)  2025-07-04T18:14Z [---] followers, [----] engagements


"$BORR new contract commitments at a better day rate than most are saying and I believe a lot of this was to fill white space. So pretty decent contracts imo. With opec planning to increase production would think they are going to need more jackups"  
[X Link](https://x.com/walststocker/status/1942235571591458863)  2025-07-07T14:53Z [---] followers, [----] engagements


"@EnergyRealist25 The new implied day rate of 97k/103k day rate in this article is lot lower than what the company $BORR reports as 121k a day on these same contracts"  
[X Link](https://x.com/walststocker/status/1942300456505512373)  2025-07-07T19:11Z [---] followers, [---] engagements


"@javimedi95 @k_nole11 $BORR Most are missing the fact [--] out of [--] rigs are under contract in a bad contracting environment. Along with insiders buying [----] million dollars worth at [----] in recent capital raise. Insane stock is trading under [--] imo. What happens when the tide turns"  
[X Link](https://x.com/walststocker/status/1946167641993048409)  2025-07-18T11:18Z [---] followers, [---] engagements


"@qftnoise @SlavyE Just finished the last payments for the new builds"  
[X Link](https://x.com/walststocker/status/1952352973692305736)  2025-08-04T12:56Z [---] followers, [---] engagements


"@qftnoise @SlavyE This did not age well"  
[X Link](https://x.com/walststocker/status/1953311970561605753)  2025-08-07T04:27Z [---] followers, [--] engagements


"Seems like PBR should just buy the rest of $BAK swap [--] share of PBR for [--] share of BAK. Take control of the company they can handle BAK debt load and then can sell part of it or spin some of it back out exc. Would give PBR more control while buying an undervalued asset. Both positives imo. Food for thought"  
[X Link](https://x.com/walststocker/status/1953749988447859120)  2025-08-08T09:27Z [---] followers, [---] engagements


"Best solution would be for $PBR to buy the rest of $BAK that they do not already own imo. They are the one with deep enough pockets and govt backing. They wont get a better chance $BAK at all time lows or close to it. Seems most agree that PBR should have more influence on company"  
[X Link](https://x.com/walststocker/status/1954015214061727774)  2025-08-09T03:01Z [---] followers, [---] engagements


"@qftnoise @lasse108 U think Borr is bleeding cash right now"  
[X Link](https://x.com/walststocker/status/1954839794724581612)  2025-08-11T09:38Z [---] followers, [---] engagements


"@lasse108 Picked up more $BAK maybe its next"  
[X Link](https://x.com/walststocker/status/1955740739176108264)  2025-08-13T21:18Z [---] followers, [---] engagements


"@qftnoise @gruust @javimedi95 Have thoughts on $VAL warrants I just picked up some more"  
[X Link](https://x.com/walststocker/status/1956028256408510619)  2025-08-14T16:20Z [---] followers, [---] engagements


"@teto8k Agreed no new supply of rigs coming anytime soon plus industry consolidation balance sheets are turning the corner Old rigs being scrapped $RIG best deepwater fleet $BORR best shallow water fleet"  
[X Link](https://x.com/walststocker/status/1957634854671307092)  2025-08-19T02:44Z [---] followers, [---] engagements


"@100xCompounding $BORR might be over [--] by then"  
[X Link](https://x.com/walststocker/status/1959092493905273093)  2025-08-23T03:17Z [---] followers, [---] engagements


"Think youre missing the point $BORR is a bet on improving day rates. Positive catalysts are improving demand in Mexico and the Middle East. News flow has recently turned positive in both areas. Examples are more private investment in Mexico with Pemex and Aramco in talks with operators of the rigs they suspended. Another point from your video is they already have [--] out of [--] working. Another catalyst is if they get the new build working at decent day rates. They already have [--] rigs under contract. $BORR is my largest holding. Thanks for the video enjoyed it"  
[X Link](https://x.com/walststocker/status/1959165830002090037)  2025-08-23T08:08Z [---] followers, [---] engagements


"What about all the scrapping that has taken place Over [--] percent of rigs over [--] years old. Plus the order book is almost non existent. $BORR management said only [--] jackups worldwide uncontracted that are comparable to their fleet. What happens to rates when those [--] become contracted"  
[X Link](https://x.com/walststocker/status/1959623461338583246)  2025-08-24T14:26Z [---] followers, [---] engagements


"@Crisu1969 $BAK has [--] months of liquidity per last earnings call. A lot can happen in [---] years. Glad I quadrupled my position under [----]. U still waiting for [--] dollar"  
[X Link](https://x.com/walststocker/status/1961342382588530956)  2025-08-29T08:17Z [---] followers, [---] engagements


"@Crisu1969 Makes no sense for them to do that"  
[X Link](https://x.com/walststocker/status/1961373884420423794)  2025-08-29T10:22Z [---] followers, [---] engagements


"@Crisu1969 Why dont you Short it then you sound very sure"  
[X Link](https://x.com/walststocker/status/1961377152894681545)  2025-08-29T10:35Z [---] followers, [--] engagements


"Looking at the age of the fleets and almost nil supply coming anytime soon in my opinion a buyout would not be a good option unless for a huge premium. If $BORR sold now would be giving away a lot of the upside. Especially with green shoots showing with Pemex Aramco and shale slowing down exc"  
[X Link](https://x.com/walststocker/status/1968201157215760557)  2025-09-17T06:31Z [---] followers, [---] engagements


"@Farialimasincer @Jasonoclez $pbr is already involved check company website"  
[X Link](https://x.com/walststocker/status/1972498376349351965)  2025-09-29T03:07Z [---] followers, [---] engagements


"@christankerfund I like it. $BORR"  
[X Link](https://x.com/walststocker/status/1867330162423160834)  2024-12-12T22:06Z [---] followers, [---] engagements


"@lasse108 Bought some $Tilray for a trade in aftermarket"  
[X Link](https://x.com/walststocker/status/1882192142724198433)  2025-01-22T22:22Z [---] followers, [---] engagements


"@mattkiu Ill add sentiment is low on $SSL imo most people laugh when I mention it because of jurisdiction risk"  
[X Link](https://x.com/walststocker/status/1891204029981597788)  2025-02-16T19:12Z [---] followers, [---] engagements


"@StonksAndChill Bought more in the pre market this was huge news. [--] rigs going back to work like a quarter of their fleet Wonder what that will do for their cash flow $BORR"  
[X Link](https://x.com/walststocker/status/1909588592675963038)  2025-04-08T12:46Z [---] followers, [---] engagements


"Notes on why I am very long $BORR newest fleet which gets higher dayrates than competitors with older rigs. Example contrast Borr dayrates to Shelf drilling rates. Offshore to pick up slack from shale drop off imo Large insider ownership Share price much lower than replacement cost Around 1/3 of Jackups over [--] years old along with almost no future new builds which will lead to more scrapping equals less supply which will most likely drive dayrates higher. Lower capex this year should lead to higher cashflow Imo would be a great acquisition at current prices which could lead to consolidation"  
[X Link](https://x.com/walststocker/status/1912132381382762903)  2025-04-15T13:14Z [---] followers, [----] engagements


"$BORR In a report released today Gregory Lewis from BTIG maintained a Buy rating on Borr Drilling (BORR Research Report) with a price target of $4.00"  
[X Link](https://x.com/walststocker/status/1929958699935596639)  2025-06-03T17:49Z [---] followers, [----] engagements


"@Crisu1969 @TootieFrootie13 @Marcelo12650938 Still think plenty of lawsuits would be coming from the $BAK holders on the NYSE if this happens my opinion of course"  
[X Link](https://x.com/walststocker/status/1937522377643966519)  2025-06-24T14:45Z [---] followers, [---] engagements


"@SFarringtonBKC $BAK"  
[X Link](https://x.com/walststocker/status/1939488913510543472)  2025-06-30T00:59Z [---] followers, [---] engagements


"@lasse108 Both $BAK $BORR"  
[X Link](https://x.com/walststocker/status/1949350578947305702)  2025-07-27T06:06Z [---] followers, [---] engagements


"@offshoremayor If they were smart they would buy $BORR"  
[X Link](https://x.com/walststocker/status/1950866769306095826)  2025-07-31T10:30Z [---] followers, [---] engagements


"@qftnoise @SlavyE $BORR This would be positive in my opinion if it happens. Equity raise is at [----] stock is currently at [----]. With insiders buying a large chunk. I voted my shares in favor"  
[X Link](https://x.com/walststocker/status/1952307738350154007)  2025-08-04T09:56Z [---] followers, [---] engagements


"@qftnoise @SlavyE Two very different companies. $BORR has [--] out of [--] rigs under contract as we speak in a supposedly weak contracting market. They are cash flow positive in a big way right now as well. What happens when the market turns"  
[X Link](https://x.com/walststocker/status/1952350794126446875)  2025-08-04T12:47Z [---] followers, [---] engagements


"@qftnoise @SlavyE Yes I am and I think $BORR will have no problem paying it and rolling their debt by 2028"  
[X Link](https://x.com/walststocker/status/1952357341791440966)  2025-08-04T13:13Z [---] followers, [---] engagements


"@danruiz09 @FjordPhil Maybe they want to buy $BORR if they were smart"  
[X Link](https://x.com/walststocker/status/1953147741938541030)  2025-08-06T17:34Z [---] followers, [---] engagements


"@pablostockbar Insane that many people betting against $BORR they forget one of the only offshore drillers along with $RIG to not go under in the bad times. Now maybe good times coming soon"  
[X Link](https://x.com/walststocker/status/1953306665823912041)  2025-08-07T04:06Z [---] followers, [---] engagements


"@qftnoise @SlavyE [--] months I wouldnt be surprised if $BORR is double digits"  
[X Link](https://x.com/walststocker/status/1953324271092285836)  2025-08-07T05:16Z [---] followers, [---] engagements


"@qftnoise @SlavyE I dont buy all at once I tend to buy bigger as things fall not for the faint of heart. Are u short"  
[X Link](https://x.com/walststocker/status/1953361773202993512)  2025-08-07T07:45Z [---] followers, [---] engagements


"Think $BORR beats earnings estimates easily. Earnings after the bell. Market is sleeping on fact that [--] out of [--] rigs currently under contract"  
[X Link](https://x.com/walststocker/status/1955610096270184765)  2025-08-13T12:39Z [---] followers, [----] engagements


"@qftnoise @gruust @javimedi95 $VAL will do well $BORR just has much more upside in an improving market imo"  
[X Link](https://x.com/walststocker/status/1956012078356922636)  2025-08-14T15:16Z [---] followers, [---] engagements


"Why they did the capital raise. Over [---] million liquidity. If you read $BORR transcripts they said many contract discussions ongoing. Hard to see how you cant be bullish in my opinion Id encourage shareholders and potential shareholders read the latest earnings report and see for yourself. https://twitter.com/i/web/status/1956588883262734570 https://twitter.com/i/web/status/1956588883262734570"  
[X Link](https://x.com/walststocker/status/1956588883262734570)  2025-08-16T05:28Z [---] followers, [---] engagements


"@TBstockinvestor Does this effect $ptalf in any way"  
[X Link](https://x.com/walststocker/status/1965317228469125541)  2025-09-09T07:31Z [---] followers, [---] engagements


"Why I tripled my holdings of $BAK yesterday not financial advice. $PBR second largest shareholder One of the largest petrochemical companies in the world Their operations in US probably worth as much or more than current market cap. Large operations in Mexico with Carlos Slim involved as Calvin mentioned Interest rates I think will come down plus the BRL could strengthen Lots of interested parties in $BAK ex recently Tanure PBR exc. Risk vs reward Im comfortable with IMO of course"  
[X Link](https://x.com/walststocker/status/1971951774656278721)  2025-09-27T14:55Z [---] followers, [----] engagements


"@100xCompounding Any updates on discussions or contracting for Borr Drilling's most recent newbuild jack-up rig Var Think it is $BORR only jack-up without a contract"  
[X Link](https://x.com/walststocker/status/1973788444964110491)  2025-10-02T16:33Z [---] followers, [---] engagements


"@Marcelo12650938 @Crisu1969 @SandbergHaedo @lwsresearch Seems for all the negative scenarios most are coming up with for $BAK its holding in around [----] here pretty good"  
[X Link](https://x.com/walststocker/status/1974162452591096141)  2025-10-03T17:19Z [---] followers, [---] engagements


"@Crisu1969 @Marcelo12650938 @SandbergHaedo @lwsresearch What about the news that $BAK is using the revolver to buy debt back way under par"  
[X Link](https://x.com/walststocker/status/1974525822313865435)  2025-10-04T17:23Z [---] followers, [---] engagements


"@Marcelo12650938 @ChadvestorVici I bought another 10K shares of $BAK risk reward looks pretty good here after the [--] billion revolver drawdown In my opinion"  
[X Link](https://x.com/walststocker/status/1975204857415086295)  2025-10-06T14:21Z [---] followers, [---] engagements


"@MarhelmData Should be good news for $BAK"  
[X Link](https://x.com/walststocker/status/1977467693671539070)  2025-10-12T20:13Z [---] followers, [---] engagements


"@junkbondcharlie $WU Cash cow with huge dividend should go to at least 7-8x earnings. So u get paid handsomely to wait imo. I use them all the time when im in SE Asia"  
[X Link](https://x.com/walststocker/status/1981778405537591438)  2025-10-24T17:42Z [---] followers, [---] engagements


"@taobanker Got $BORR $RIG"  
[X Link](https://x.com/walststocker/status/1983161466841972944)  2025-10-28T13:18Z [---] followers, [---] engagements


"New contract extensions for $BORR at much higher day rate than market was pricing in. Bought more today on the dip. With earnings coming 11/5 that might set all time revenue records In my opinion using napkin math"  
[X Link](https://x.com/walststocker/status/1983175967179976850)  2025-10-28T14:16Z [---] followers, [---] engagements


"Like $RYN a timberland play here because as Interest rates drop I think it will be a good play on a rebound in home building. As well as recent merger creating the number [--] player in the US. Has a nice dividend. Company is at multi year lows and with lumber tariffs recently enacted should help their earnings pick up steam. I am long the stock. https://twitter.com/i/web/status/1983512920014061671 https://twitter.com/i/web/status/1983512920014061671"  
[X Link](https://x.com/walststocker/status/1983512920014061671)  2025-10-29T12:35Z [---] followers, [---] engagements


"Last but not least $RYN is also buying back shares"  
[X Link](https://x.com/walststocker/status/1983517097675129329)  2025-10-29T12:51Z [---] followers, [---] engagements


"Will also be interesting to hear what the $BORR earnings call has to say about the Middle East bringing back recently suspended jackups. As well as updates in Mexico"  
[X Link](https://x.com/walststocker/status/1985342414588920049)  2025-11-03T13:44Z [---] followers, [---] engagements


"@Sedss33321 In my opinion $BORR should have record quarterly revenue. What do you think"  
[X Link](https://x.com/walststocker/status/1986111468740182280)  2025-11-05T16:40Z [---] followers, [----] engagements


"$BORR earnings call transcript key points Focus on deleveraging the balance sheet(markets main negative on BORR is its high debt load so should help imo) BORR newer top fleet was emphasized along with the fact no new jackups were expected to come on line anytime soon and was still attrition happening as mentioned in Q and A. Shell accelerated one of their programs so a BORR rig will start working sooner (a fear the market also had was projects getting pushed to the left imo this should help alleviate that concern). They expect volatility in the short term but management foresees a tightening"  
[X Link](https://x.com/walststocker/status/1986810064816980359)  2025-11-07T14:56Z [---] followers, [---] engagements


"Guess they missed this interesting part in $BORR earnings transcript. In Saudi Arabia were encouraged by the market reports confirming that Aramco has issued notices calling back several rigs previously suspended in line with our earlier expectations. As of today our count is that seven to eight rigs have been called back by Aramco effectively taking the majority of the readily available modern rigs still available from suspensions. The remaining idle rigs are either rumored to be committed elsewhere or have moved to cold stack after the suspensions last year. The increase of activity levels"  
[X Link](https://x.com/walststocker/status/1987145855019688438)  2025-11-08T13:11Z [---] followers, [---] engagements


"@GoodHouseCap Long $TSE [--] million market cap approx Swing to a [--] million cashflow next quarter according to management in latest earnings transcript"  
[X Link](https://x.com/walststocker/status/1987889635851120731)  2025-11-10T14:26Z [---] followers, [---] engagements


"@PerpetualValue No comparison of the fleets shelf is larger but a large chunk of their fleet is old and should be scrapped. $BORR Fleet is youngest on the market imo"  
[X Link](https://x.com/walststocker/status/1987911175355367768)  2025-11-10T15:52Z [---] followers, [---] engagements


"@Crisu1969 @lasse108 When$1"  
[X Link](https://x.com/walststocker/status/1988062927862022499)  2025-11-11T01:55Z [---] followers, [---] engagements


"@FEEInc Went ex div a special [----] dividend recently and seems the market doesnt like the merger news with $PCH"  
[X Link](https://x.com/walststocker/status/1990126412494217524)  2025-11-16T18:34Z [---] followers, [---] engagements


"@calvinfroedge $RYN and $DOUG might be away to play that imo long both names"  
[X Link](https://x.com/walststocker/status/1990435835053756647)  2025-11-17T15:04Z [---] followers, [---] engagements


"@BichonRedux $TSE"  
[X Link](https://x.com/walststocker/status/1991143998048657574)  2025-11-19T13:58Z [---] followers, [---] engagements


"Glad i bought $nvd earlier this morning. CEO [--] minute answer of Is AI a bubble yesterday was interesting"  
[X Link](https://x.com/walststocker/status/1991557101538406542)  2025-11-20T17:19Z [---] followers, [----] engagements


"@WerewolfHolding @CNBC Are most of them holding NVDA as well"  
[X Link](https://x.com/walststocker/status/1991592083300446542)  2025-11-20T19:38Z [---] followers, [--] engagements


"@EmuConspiracy @Crisu1969 Algoas settlement was great news. No payments due to [----] and then what [--] years to pay I know the debt but they have over [--] BILLION USD in cash"  
[X Link](https://x.com/walststocker/status/1992249631699587185)  2025-11-22T15:11Z [---] followers, [---] engagements


"@Crisu1969 @EmuConspiracy Does that take into account the [--] billion revolver just drawn Good luck on [--] dollar lol"  
[X Link](https://x.com/walststocker/status/1992278613132021932)  2025-11-22T17:06Z [---] followers, [---] engagements


"@Crisu1969 @EmuConspiracy Could have fooled me. You post an awful lot for supposedly no position seems like a waste of your time"  
[X Link](https://x.com/walststocker/status/1992613143902650489)  2025-11-23T15:16Z [---] followers, [---] engagements


"@Kacper_PK_CH @EnergyRealist25 Agreed If your an oil bull imo offshore drillers offer a lot of torque if oil goes up especially $BORR and $RIG with the most leverage of the bunch. Borr shallow water and RIG deep water"  
[X Link](https://x.com/walststocker/status/1993419026647990407)  2025-11-25T20:38Z [---] followers, [---] engagements


"@GardinerIsland @christankerfund Herbie and son keep buying shares and they like dividends imagine they will announce a .12-.15 cent dividend is my estimate"  
[X Link](https://x.com/walststocker/status/1993783801449714005)  2025-11-26T20:47Z [---] followers, [--] engagements


"@Crisu1969 @EmuConspiracy $BAK holding in there"  
[X Link](https://x.com/walststocker/status/1993785841143918608)  2025-11-26T20:56Z [---] followers, [---] engagements


"@BDeveran Company looks solid thanks Im in $baer"  
[X Link](https://x.com/walststocker/status/1994061773083640111)  2025-11-27T15:12Z [---] followers, [--] engagements


"@contrarian8888 @danruiz09 @anasalhajji Maybe $pbr is hoping for lower bids"  
[X Link](https://x.com/walststocker/status/1994101052996472993)  2025-11-27T17:48Z [---] followers, [--] engagements


"@StonksAndChill Agreed would make a tight market even tighter and rates would start climbing imo $BORR"  
[X Link](https://x.com/walststocker/status/1994386181039985060)  2025-11-28T12:41Z [---] followers, [---] engagements


"$BORR Up in tough market with oil down"  
[X Link](https://x.com/walststocker/status/1995901301075447829)  2025-12-02T17:02Z [---] followers, [---] engagements


"@GardinerIsland Or buy $DOUG"  
[X Link](https://x.com/walststocker/status/1996197603680383325)  2025-12-03T12:39Z [---] followers, [--] engagements


"Picked up more $RYN"  
[X Link](https://x.com/walststocker/status/1996272358353727594)  2025-12-03T17:36Z [---] followers, [---] engagements


"@RenatoMestriner @Crisu1969 @lasse108 @ALLKAResearch Shorts sound panicky"  
[X Link](https://x.com/walststocker/status/1996292382195687516)  2025-12-03T18:56Z [---] followers, [--] engagements


"@calvinfroedge One of my fondest memories after picking my daughters Social Security card up drove my kid to scottrade and sat the car seat on the desk while I opened her account and and bought her Bank of America around [--] bucks"  
[X Link](https://x.com/walststocker/status/1996575368308806068)  2025-12-04T13:40Z [---] followers, [--] engagements


"@GardinerIsland Good for FL and $DOUG"  
[X Link](https://x.com/walststocker/status/1996581394319921282)  2025-12-04T14:04Z [---] followers, [--] engagements


"@WilliamMankivs1 @RedDogT3 If you believe in the thesis $BORR has way more upside imo"  
[X Link](https://x.com/walststocker/status/1996594662237196563)  2025-12-04T14:57Z [---] followers, [---] engagements


"@StonksAndChill @variance_swap Your [--]. Green movement waning; should help w debt refinancing is a great point imo. $BORR gets that debt refinanced especially at lower rates [--] bucks going to look awful cheap in hindsight this stock hit [--] not long ago"  
[X Link](https://x.com/walststocker/status/1996623316568924165)  2025-12-04T16:51Z [---] followers, [---] engagements


"@variance_swap @StonksAndChill They already refinanced once in a much worse environment. Almost all their JU rigs are working at profitable day rates. I would think the chairman would have good contacts in Norway just for starters"  
[X Link](https://x.com/walststocker/status/1996627504862580856)  2025-12-04T17:07Z [---] followers, [--] engagements


"Is $BORR leaving the train station"  
[X Link](https://x.com/walststocker/status/1996952337957446006)  2025-12-05T14:38Z [---] followers, [---] engagements


"@seethetrees1 @siyul PT $BORR"  
[X Link](https://x.com/walststocker/status/1996973922592428301)  2025-12-05T16:04Z [---] followers, [---] engagements


"@somecuriousgirl @BichonRedux $RYN"  
[X Link](https://x.com/walststocker/status/1997852799447802104)  2025-12-08T02:16Z [---] followers, [--] engagements


"@Sedss33321 @StonksAndChill Seem upset that the stock price is up"  
[X Link](https://x.com/walststocker/status/1998745388975620127)  2025-12-10T13:23Z [---] followers, [--] engagements


"@Ultradeep3 Good for $RIG future contracts Less supply"  
[X Link](https://x.com/walststocker/status/1999486357597749283)  2025-12-12T14:27Z [---] followers, [---] engagements


"@calvinfroedge $TSE Runway looks like [--] years could they be a buyout candidate in the mean time by a larger player"  
[X Link](https://x.com/walststocker/status/2003468616688369994)  2025-12-23T14:11Z [---] followers, [--] engagements


"@calvinfroedge @EmuConspiracy Wheres @Crisu1969 he has gotten quiet lately Interested to hear his opinion"  
[X Link](https://x.com/walststocker/status/2003838115585429740)  2025-12-24T14:40Z [---] followers, [---] engagements


"@SFarringtonBKC @taobanker Maybe at some point it turns $BAK I added buy low sell high near all time low and always the possibility of a buyout from $PBR"  
[X Link](https://x.com/walststocker/status/2008219994333585677)  2026-01-05T16:52Z [---] followers, [---] engagements


"@SFarringtonBKC @PinheadKing @alifarhat79 What is your TP on $DOUG"  
[X Link](https://x.com/walststocker/status/2008325008070770852)  2026-01-05T23:49Z [---] followers, [--] engagements


"@SFarringtonBKC @Stockaholic5 @PinheadKing @alifarhat79 They did recently have a buyout offer for 4"  
[X Link](https://x.com/walststocker/status/2008368943577096566)  2026-01-06T02:44Z [---] followers, [--] engagements


"@SFarringtonBKC @Stockaholic5 @PinheadKing @alifarhat79 Considering $DOUG insiders own a large percent of company maybe it was a good thing"  
[X Link](https://x.com/walststocker/status/2008518148392448485)  2026-01-06T12:36Z [---] followers, [--] engagements


"@orrdavid How about $RIG"  
[X Link](https://x.com/walststocker/status/2009454883913781531)  2026-01-09T02:39Z [---] followers, [---] engagements


"@taobanker $CAG"  
[X Link](https://x.com/walststocker/status/2012382165430940152)  2026-01-17T04:31Z [---] followers, [---] engagements


"@SebKrog Dont know anything about the ceo but the fact he was buying shares when the big shareholder is selling. Is a major green flag imo"  
[X Link](https://x.com/walststocker/status/2014355463396065525)  2026-01-22T15:12Z [---] followers, [--] engagements


"@Stockspy1 About time $BAK"  
[X Link](https://x.com/walststocker/status/2014365684847816722)  2026-01-22T15:52Z [---] followers, [---] engagements


"@DeepCapital_ Helps $RIG imo supply drying up Rig not locking up long term contracts at lower rates and having the most availability just as we near the inflection point"  
[X Link](https://x.com/walststocker/status/2015764127256391936)  2026-01-26T12:29Z [---] followers, [---] engagements


"@StonksAndChill @Sedss33321 @JSmith8286 Agreed very Long $BORR"  
[X Link](https://x.com/walststocker/status/2000243270551785807)  2025-12-14T16:35Z [---] followers, [---] engagements


"@k_nole11 Added to $BORR as well"  
[X Link](https://x.com/walststocker/status/2000955843710476765)  2025-12-16T15:47Z [---] followers, [---] engagements


"@SlavyE How did that work out again"  
[X Link](https://x.com/walststocker/status/2002500323429265792)  2025-12-20T22:04Z [---] followers, [--] engagements


"@FMetard @TheDriller11 @POTUS I added more $BORR"  
[X Link](https://x.com/walststocker/status/2008200206438085088)  2026-01-05T15:33Z [---] followers, [---] engagements


"@SFarringtonBKC @irbezek The malls are super nice in the Philippines and is a hangout because of the air conditioning like u mentioned they also have some of the best food around surprisingly. I like going to the malls over there not so much here in US"  
[X Link](https://x.com/walststocker/status/2017613107032445006)  2026-01-31T14:57Z [---] followers, [--] engagements


"@AdEs2382 @TheDriller11 Hopefully ADES scrapped some rigs after they bought SHELF drilling"  
[X Link](https://x.com/walststocker/status/2017616256614924466)  2026-01-31T15:09Z [---] followers, [--] engagements


"@SebKrog I picked up $EPSN like that the ceo bought a lot at higher prices than me"  
[X Link](https://x.com/walststocker/status/2014346288838389896)  2026-01-22T14:35Z [---] followers, [---] engagements


"@carpool_ceo $AFCG huge insider buying just converted to a BDC"  
[X Link](https://x.com/walststocker/status/2019781322701443391)  2026-02-06T14:32Z [---] followers, [--] engagements


"$BORR new [--] week high are investors finally waking up to the fact they have [--] rigs in an almost sold out market. Almost zero on order With over 1/3 being over [--] years old"  
[X Link](https://x.com/walststocker/status/2019844891740709322)  2026-02-06T18:45Z [---] followers, [---] engagements


"@SlavyE Dont forget $BORR lol"  
[X Link](https://x.com/walststocker/status/2020627202409460212)  2026-02-08T22:34Z [---] followers, [---] engagements


"@variance_swap @100xCompounding Why not own both $RIG and $BORR covers all offshore both shallow and deepwater"  
[X Link](https://x.com/walststocker/status/1998246333157945635)  2025-12-09T04:20Z [---] followers, [---] engagements


"$BORR bought these Jackups at a good price imo at 1/4 replacement value and considering the market is tightening with Saudi calling back suspended rigs and new tenders open. The relisting in Oslo broadens the investor base and could give access to additional capital in the Nordic market. https://twitter.com/i/web/status/1998736776349855783 https://twitter.com/i/web/status/1998736776349855783"  
[X Link](https://x.com/walststocker/status/1998736776349855783)  2025-12-10T12:49Z [---] followers, [---] engagements


"@qftnoise @ICBarrett @FjordPhil If he went long the stock and stayed in hes almost doubled his money since then in $BORR"  
[X Link](https://x.com/walststocker/status/2013401574169518426)  2026-01-20T00:01Z [---] followers, [---] engagements


"@TradingMarks @Crisu1969 has your view of $BAK changed"  
[X Link](https://x.com/walststocker/status/2015543533600444915)  2026-01-25T21:53Z [---] followers, [---] engagements


"@k_nole11 I just did added to $BORR at more than twice my avg cost ouch"  
[X Link](https://x.com/walststocker/status/2016542240458387854)  2026-01-28T16:01Z [---] followers, [---] engagements


"@StonksAndChill Would think Hild should get a new contract soon with Slim buying out Fieldwood Energy from Lukoil"  
[X Link](https://x.com/walststocker/status/2017614957634855045)  2026-01-31T15:04Z [---] followers, [--] engagements


"@christankerfund How about suezmax rates"  
[X Link](https://x.com/walststocker/status/1996577328156029139)  2025-12-04T13:48Z [---] followers, [---] engagements


"The JU market tightening is hardly insider info imo. Plenty of articles exc out on it. Supply is also shrinking because [--] percent of worlds fleet is over [--] years old. So u have demand increasing and supply shrinking simultaneously. $BORR future looks bright imo especially if oil moves up. https://twitter.com/i/web/status/2000218988719087705 https://twitter.com/i/web/status/2000218988719087705"  
[X Link](https://x.com/walststocker/status/2000218988719087705)  2025-12-14T14:59Z [---] followers, [---] engagements


"What about this $BORR Certain major shareholders of the Company may purchase common shares in the Equity Offering with directors Mr. Tor Olav Trim and Mr. Thiago Mordehachvili having each indicated their intention to subscribe in the Equity Offering for $10 million of shares each through associated companies. https://twitter.com/i/web/status/2004553533937324310 https://twitter.com/i/web/status/2004553533937324310"  
[X Link](https://x.com/walststocker/status/2004553533937324310)  2025-12-26T14:02Z [---] followers, [---] engagements


"$BORR is very undervalued at [--] imo. Jackup supply is already constrained with almost none on order. Aramco bringing back jackups. Consolidation continues with ADES buying Shelf and BORR buying rigs from NE. 1/3 of worlds fleet is well over [--] years old. Maybe a short term dip that I will buy My two cents lol plus dont think u can just turn on the tap in VZ. https://twitter.com/i/web/status/2007540972909945196 https://twitter.com/i/web/status/2007540972909945196"  
[X Link](https://x.com/walststocker/status/2007540972909945196)  2026-01-03T19:54Z [---] followers, [---] engagements


"@StonksAndChill $BORR filling up the white space in [----] who could have guessed that"  
[X Link](https://x.com/walststocker/status/2008540058819985418)  2026-01-06T14:04Z [---] followers, [---] engagements


"@albertrjf Dont forget that the age of the jackup fleet is still very old so still more will be recycled. $BORR has newest and best jackup fleet in the world. At [--] dollars still extremely undervalued imo. Very very long my largest holding $BORR"  
[X Link](https://x.com/walststocker/status/2010355480678515136)  2026-01-11T14:17Z [---] followers, [---] engagements


"@JorgenFossEri @SebKrog Think if you want leverage to oil prices $PBR.A is the way to play for dividends and imo the offshore space for torque $RIG and $BORR are the way im playing it"  
[X Link](https://x.com/walststocker/status/2014351490752651482)  2026-01-22T14:56Z [---] followers, [---] engagements


"@hartvikk77 @100xCompounding Agreed I think they did get the cycle right buying the $NE rigs cheap imo as you mentioned in a tightening market. With almost nil new builds on order at least for the next few years. $BORR performing well with oil in the 60s what happens at 70-80oil"  
[X Link](https://x.com/walststocker/status/2014476011061080352)  2026-01-22T23:11Z [---] followers, [---] engagements


"Got $BORR When the oldest and less qualified fleet in the industry talks about 'retirements' and 'supply crunch' you know what's up Squeeze $ADES $VAL $BORR https://t.co/bxc3t33B8e When the oldest and less qualified fleet in the industry talks about 'retirements' and 'supply crunch' you know what's up Squeeze $ADES $VAL $BORR https://t.co/bxc3t33B8e"  
[X Link](https://x.com/walststocker/status/2014728780346982714)  2026-01-23T15:55Z [---] followers, [---] engagements


"$RIG and $BORR I own both companies because RIG is most torque in deep water and BORR in shallow water. Larger in BORR because shallow water usually leads first then followed by deepwater. Think all will do well but I like swinging for the fences. My opinion and style. Good luck to all. https://twitter.com/i/web/status/2014897140972110003 https://twitter.com/i/web/status/2014897140972110003"  
[X Link](https://x.com/walststocker/status/2014897140972110003)  2026-01-24T03:04Z [---] followers, [---] engagements


"@StonksAndChill @k_nole11 Wish $RIG would go back in to jack ups $BORR is a perfect match. Similar contracting style and both have premium rigs for their respective depth. $BORR shallow water $RIG deep water would be a great offshore diversification play imo"  
[X Link](https://x.com/walststocker/status/2019229025085075829)  2026-02-05T01:58Z [---] followers, [---] engagements


"@SlavyE You taken a second look Might keep going"  
[X Link](https://x.com/walststocker/status/2020629928266564078)  2026-02-08T22:44Z [---] followers, [--] engagements


"@deruyter1667 @seethetrees1 Agreed plus $RIG management is better at contracting than $VAL should help push rates up imo"  
[X Link](https://x.com/walststocker/status/2021604479301193911)  2026-02-11T15:17Z [---] followers, [--] engagements


"@oilgastourist I added more to $RIG yesterday"  
[X Link](https://x.com/walststocker/status/2021631420008214955)  2026-02-11T17:04Z [---] followers, [---] engagements

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