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[@ICBarrett](/creator/twitter/ICBarrett)
"$RIG just has a better / differentiated fleet vs. $NE $VAL & $SDRL: majority of it is not (as) directly affected by competition within 'standard' 7G segment. $NE will have two 7G+ after upgrading them for the (probably worse than they seem) Shell contracts they 'won' from $RIG earlier this year. The 8Gs got a $150k / day premium on initial contracts. Now premium 'reconfirmed' at $200k / day in a soft market. How much more is an 8G rig worth vs. standard high spec 7G when it generates $50-70m in additional cash flow / profit per year over the long run I have long said they will prove to be"  
[X Link](https://x.com/ICBarrett/status/1974101917560156670) [@ICBarrett](/creator/x/ICBarrett) 2025-10-03T13:19Z 1642 followers, 4476 engagements


"$GMX.TO $GLBXF Globex Mining CEO & founder Jack Stoch: "the greediest risk-averse person in mining history" Perfect (and prob true) 🤣🤣 We now have the interesting dynamic of a gigantic tailwind in the gold bull market + heir apparent Dave Christie's influence - with different background to Jack (corporate finance investment banking & sale of companies) & incentives (options over X% vs. XX% stake). I wouldn't normally like the addition of a likely more risk-on perspective / influence - but this could be the perfect time to help monetise the value Jack built over almost XX years"  
[X Link](https://x.com/ICBarrett/status/1975645831035556034) [@ICBarrett](/creator/x/ICBarrett) 2025-10-07T19:34Z 1642 followers, XXX engagements


"$GMX.TO $GLBXF Globex Mining has a whole portfolio of XXX of these gold projects. For the first time in years many of these are being advanced rapidly inc one small royalty due to go into production next year (Bell Mountain) + they own at least one small high grade deposit (Ironwood) they could mine very profitably themselves at current gold prices. "3. Opportunity is in a small number of developers with projects that are sub-economic with gold at $1600 but strongly economic at $3000+.""  
[X Link](https://x.com/ICBarrett/status/1976625663588131264) [@ICBarrett](/creator/x/ICBarrett) 2025-10-10T12:27Z 1643 followers, XXX engagements


"Have you thought about $CBG.V's X% GMR on Mont Sorcier C$13m mkt cap when likely to generate than in annual royalty payments for many years. (I bought a small position @ 12c XXX years ago). I do think it is a real shame $GMX.TO / $GLBXF spun out 2/3 of their crown jewel royalty: really harmed their ability to become a larger / valuable cash flowing royalty co"  
[X Link](https://x.com/ICBarrett/status/1976633011073343571) [@ICBarrett](/creator/x/ICBarrett) 2025-10-10T12:56Z 1643 followers, XXX engagements


"$OIH $RIG $VAL $NE $SDRL"  
[X Link](https://x.com/ICBarrett/status/1979155206249062862) [@ICBarrett](/creator/x/ICBarrett) 2025-10-17T11:59Z 1643 followers, 2388 engagements


"I was blocked long ago. He was right on $RIG on the way down. But looks like he won't ever change his mind. A very bad sign when people / investors block dissent - especially perfectly reasonably dissent. Increases risk they'll eventually blow up. Orr Pabrai Josh Young all love the block button"  
[X Link](https://x.com/ICBarrett/status/1980190800945287357) [@ICBarrett](/creator/x/ICBarrett) 2025-10-20T08:34Z 1643 followers, XXX engagements