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[@CaptainRoyen](/creator/twitter/CaptainRoyen)
"@EnergyRealist25 @GringoInvesting $RIG has $263m cash. Going down to $100m is probably playing too much on the edge. Probably would trip some debt covenants as well"  
![@CaptainRoyen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::133755534.png) [@CaptainRoyen](/creator/x/CaptainRoyen) on [X](/post/tweet/1936084011610247581) 2025-06-20 15:29:33 UTC 1513 followers, XXX engagements


"$NBIS Hypergrowth story Fintwit fav but what kind of a business doesnt generate positive operating cash flow until 2029 X years of cash incineration and dilution. Amazon reached positive operating cash flow early and scaled quickly after that. They are not the same"  
![@CaptainRoyen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::133755534.png) [@CaptainRoyen](/creator/x/CaptainRoyen) on [X](/post/tweet/1945337358410219820) 2025-07-16 04:19:03 UTC 1513 followers, XXX engagements


"Im looking to purchase each molecule of Natural Gas in the ground as cheaply as possible. I cant find any better deal than $UNTC. Anyone have any other ideas"  
![@CaptainRoyen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::133755534.png) [@CaptainRoyen](/creator/x/CaptainRoyen) on [X](/post/tweet/1928889638099226757) 2025-05-31 19:01:41 UTC 1510 followers, XXX engagements


"Long Deepwater Drillships.with Leverage and Conviction $RIG $VAL"  
![@CaptainRoyen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::133755534.png) [@CaptainRoyen](/creator/x/CaptainRoyen) on [X](/post/tweet/1946388606236410001) 2025-07-19 01:56:20 UTC 1508 followers, 1015 engagements