[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@boyer_jeremie](/creator/twitter/boyer_jeremie) "@Secrets4stocks @deyhatemetoo @lasse108 They are currently doing one with Matt Damon"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946193411142275449) 2025-07-18 13:00:42 UTC XXX followers, XX engagements "@lasse108 The Shipping man and the other that follow (Matt McCleery). One Up Wall Street & Beating the Street (Peter Lynch). Hot Commodities (Jim Rogers)"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945989213746299231) 2025-07-17 23:29:17 UTC XXX followers, XX engagements "Offshore is tightening fast. Jackup utilization: XX% (May '25) Active rigs down XX% since 2014 7th-gen drillships at $650K/day $RIG backlog: $7.9B into 2027 Most investors still arent paying attention. That wont last. $NE $VAL $SDRL $BORR $ODL.OL #OOTT #OilStocks"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946243399528357913) 2025-07-18 16:19:20 UTC XXX followers, 12.7K engagements "@TimoDengler I mean yeah its not dirty cheap but with consensus revenue set to jump XX% to $XXX M (vs $XXXXXX M) and FY XX EBITDA guide of $XXX M (+330% YoY) . With freecashflow yield poised to double to X% next year and a forward PEG X its still a growthatadiscount story"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945987401244963040) 2025-07-17 23:22:05 UTC XXX followers, XXX engagements "Latams best hidden value: $BMA trades X 2025E EPS XXX P/B ROE 8%; $BBAR XXX 2025E EPS XXX P/B ROE 11%. Argentinas Merval XX% YTD vs. Brazil +12% and Mexico +7%. With Milei reforms speeding up and FX easing a vague of capital inflows is coming. #Argentina"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1947338824780030171) 2025-07-21 16:52:10 UTC XXX followers, XX engagements "@VikingEyes @lasse108 Dont have the answer right now will check. And ofc but on the other hand the Hansson are big shares buyers in the open market which is always a good thing. I think the reason why the share suffers is more related to the fact that they dont always lock in at max spot rates"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946573204048298444) 2025-07-19 14:09:52 UTC XXX followers, XX engagements "@VikingEyes @lasse108 I think that $DHT might be a better option in term of quality management and efficiency which is why this will be my next research report"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946573749785911654) 2025-07-19 14:12:02 UTC XXX followers, XX engagements "@gruust I agree thats its early and that $LPG & $BWLPG will do better than tankers but u will want to be long tankers in Oct / Nov thats for sure"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946553092826071291) 2025-07-19 12:49:57 UTC XXX followers, XX engagements "Shoutout to @irbezek whos been ahead of the curve on Argentina Recently flagged $ARGT and quality names like $CAAP same bullish setup emerging in $BMA and $BBAR"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1947339394072944840) 2025-07-21 16:54:26 UTC XXX followers, XX engagements "@deyhatemetoo @lasse108 The King of Oil (Marc Rich best oil trader of all time and founder of Glencore) is my personal favorite tbh"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945987986434236838) 2025-07-17 23:24:25 UTC XXX followers, XX engagements "Valaris added $X B of new contracts in Q1 2025 lifting total backlog by XX% to $XXX B. Multiyear coverage through XX drives cashflow visibility and fuels aggressive returns. #BullishOffshore $VAL"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946218791987212570) 2025-07-18 14:41:33 UTC XXX followers, 3308 engagements "Is $NAT on your radar Dive into my free equity research report: valuation fundamentals & 2025 catalysts as global tanker supply tightens. No paywall read now: Whats your take Retweet to share insights. #shipping #equityresearch #tanker"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946363929858281525) 2025-07-19 00:18:17 UTC XXX followers, 1095 engagements "Hard not to take a closer look at $TPL and $LB at these levels. Both names trading at valuations that price in a lot of pessimismyet fundamentals tell a different story. Long-duration optionality + real assets + margin of safety = compelling setup. Tempting"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945895256689398182) 2025-07-17 17:15:56 UTC XXX followers, 4020 engagements "@deyhatemetoo @Secrets4stocks I mean yeah its not dirty cheap but with consensus revenue set to jump XX% to $XXX M (vs $XXXXXX M) and FY XX EBITDA guide of $XXX M (+330% YoY) . With freecashflow yield poised to double to X% next year and a forward PEG X its still a growthatadiscount story"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945987484187263340) 2025-07-17 23:22:25 UTC XXX followers, XX engagements "$DHT is one of the most disciplined VLCC operators still trading below its potential. XX modern ships. XX straight dividend quarters. We break down the full bull case with a $XX PT and clear upside into 2026. Free equity research - link in 1st comment #shipping #Tankers #Oil"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1946710603696914807) 2025-07-19 23:15:50 UTC XXX followers, 2810 engagements "@Secrets4stocks @deyhatemetoo I mean it used to trade at a peak multiple of 26.7x in 2023 so 🤷🏻♂"  [@boyer_jeremie](/creator/x/boyer_jeremie) on [X](/post/tweet/1945985013826130078) 2025-07-17 23:12:36 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@boyer_jeremie
"@Secrets4stocks @deyhatemetoo @lasse108 They are currently doing one with Matt Damon"
@boyer_jeremie on X 2025-07-18 13:00:42 UTC XXX followers, XX engagements
"@lasse108 The Shipping man and the other that follow (Matt McCleery). One Up Wall Street & Beating the Street (Peter Lynch). Hot Commodities (Jim Rogers)" @boyer_jeremie on X 2025-07-17 23:29:17 UTC XXX followers, XX engagements
"Offshore is tightening fast. Jackup utilization: XX% (May '25) Active rigs down XX% since 2014 7th-gen drillships at $650K/day $RIG backlog: $7.9B into 2027 Most investors still arent paying attention. That wont last. $NE $VAL $SDRL $BORR $ODL.OL #OOTT #OilStocks" @boyer_jeremie on X 2025-07-18 16:19:20 UTC XXX followers, 12.7K engagements
"@TimoDengler I mean yeah its not dirty cheap but with consensus revenue set to jump XX% to $XXX M (vs $XXXXXX M) and FY XX EBITDA guide of $XXX M (+330% YoY) . With freecashflow yield poised to double to X% next year and a forward PEG X its still a growthatadiscount story" @boyer_jeremie on X 2025-07-17 23:22:05 UTC XXX followers, XXX engagements
"Latams best hidden value: $BMA trades X 2025E EPS XXX P/B ROE 8%; $BBAR XXX 2025E EPS XXX P/B ROE 11%. Argentinas Merval XX% YTD vs. Brazil +12% and Mexico +7%. With Milei reforms speeding up and FX easing a vague of capital inflows is coming. #Argentina" @boyer_jeremie on X 2025-07-21 16:52:10 UTC XXX followers, XX engagements
"@VikingEyes @lasse108 Dont have the answer right now will check. And ofc but on the other hand the Hansson are big shares buyers in the open market which is always a good thing. I think the reason why the share suffers is more related to the fact that they dont always lock in at max spot rates" @boyer_jeremie on X 2025-07-19 14:09:52 UTC XXX followers, XX engagements
"@VikingEyes @lasse108 I think that $DHT might be a better option in term of quality management and efficiency which is why this will be my next research report" @boyer_jeremie on X 2025-07-19 14:12:02 UTC XXX followers, XX engagements
"@gruust I agree thats its early and that $LPG & $BWLPG will do better than tankers but u will want to be long tankers in Oct / Nov thats for sure" @boyer_jeremie on X 2025-07-19 12:49:57 UTC XXX followers, XX engagements
"Shoutout to @irbezek whos been ahead of the curve on Argentina Recently flagged $ARGT and quality names like $CAAP same bullish setup emerging in $BMA and $BBAR" @boyer_jeremie on X 2025-07-21 16:54:26 UTC XXX followers, XX engagements
"@deyhatemetoo @lasse108 The King of Oil (Marc Rich best oil trader of all time and founder of Glencore) is my personal favorite tbh" @boyer_jeremie on X 2025-07-17 23:24:25 UTC XXX followers, XX engagements
"Valaris added $X B of new contracts in Q1 2025 lifting total backlog by XX% to $XXX B. Multiyear coverage through XX drives cashflow visibility and fuels aggressive returns. #BullishOffshore $VAL" @boyer_jeremie on X 2025-07-18 14:41:33 UTC XXX followers, 3308 engagements
"Is $NAT on your radar Dive into my free equity research report: valuation fundamentals & 2025 catalysts as global tanker supply tightens. No paywall read now: Whats your take Retweet to share insights. #shipping #equityresearch #tanker" @boyer_jeremie on X 2025-07-19 00:18:17 UTC XXX followers, 1095 engagements
"Hard not to take a closer look at $TPL and $LB at these levels. Both names trading at valuations that price in a lot of pessimismyet fundamentals tell a different story. Long-duration optionality + real assets + margin of safety = compelling setup. Tempting" @boyer_jeremie on X 2025-07-17 17:15:56 UTC XXX followers, 4020 engagements
"@deyhatemetoo @Secrets4stocks I mean yeah its not dirty cheap but with consensus revenue set to jump XX% to $XXX M (vs $XXXXXX M) and FY XX EBITDA guide of $XXX M (+330% YoY) . With freecashflow yield poised to double to X% next year and a forward PEG X its still a growthatadiscount story" @boyer_jeremie on X 2025-07-17 23:22:25 UTC XXX followers, XX engagements
"$DHT is one of the most disciplined VLCC operators still trading below its potential. XX modern ships. XX straight dividend quarters. We break down the full bull case with a $XX PT and clear upside into 2026. Free equity research - link in 1st comment #shipping #Tankers #Oil" @boyer_jeremie on X 2025-07-19 23:15:50 UTC XXX followers, 2810 engagements
"@Secrets4stocks @deyhatemetoo I mean it used to trade at a peak multiple of 26.7x in 2023 so 🤷🏻♂" @boyer_jeremie on X 2025-07-17 23:12:36 UTC XXX followers, XX engagements