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[@pcebotte](/creator/twitter/pcebotte)
"$SOC a great and straightforward read"  
[X Link](https://x.com/pcebotte/status/1979203651039003120) [@pcebotte](/creator/x/pcebotte) 2025-10-17T15:11Z XXX followers, 2743 engagements


"@AsifSuria Interesting. Sable is negotiating with SBM for the FPSO. Tidewater is Bob Robottis big bet. its the largest offshore vessel services company. And $RIG this is a highly concentrated portfolio in offshore oil. Circle of competence. Pilgrim sale at an all-time high in July"  
[X Link](https://x.com/pcebotte/status/1979494139558322280) [@pcebotte](/creator/x/pcebotte) 2025-10-18T10:25Z XXX followers, XXX engagements


"@Armin_Hartl @AndersSjastad not a dry one I think Anders is also a shareholder of $NOL. I read about sintana on VIC. And the massive discovery by GALP. Armin what do you think of Northern Ocean is it a compelling asymmetric bet"  
[X Link](https://x.com/pcebotte/status/1973985472855880127) [@pcebotte](/creator/x/pcebotte) 2025-10-03T05:36Z XXX followers, XXX engagements


"@Gursharnx Look he enter $EWBC at $75B mkt cap with XXX% of its portfolio. the ratio is X to X with Sable"  
[X Link](https://x.com/pcebotte/status/1974582799152840823) [@pcebotte](/creator/x/pcebotte) 2025-10-04T21:09Z XXX followers, XXX engagements


"$SOC Short interest as of Sept XX was 18.3M shares but that was before Judge Anderles verdict. Meanwhile the Flores family their partner and neighbor Fayez Sarofim plus employees hold around 24M shares. We already know Pilgrim added XX% on the verdict day about 11M shares"  
[X Link](https://x.com/pcebotte/status/1979516214658343208) [@pcebotte](/creator/x/pcebotte) 2025-10-18T11:53Z XXX followers, 2277 engagements