[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.] [@mihail_EDideas](/creator/twitter/mihail_EDideas) "It appears that 2025 is the year of accumulation and consolidation. The next few years are promising for offshore investors. Look at the projected DW/UDW CAPEX growth. Image via $RIG presentation. P.S.: Still $RIG is my favorite offshore name; it brings equity options and bonds to the table allowing me to tailor my exposure"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1942957070086500357) 2025-07-09 14:40:38 UTC XXX followers, 1453 engagements "Drillships are hot again. After the Eldorado/TPAO transaction two 7G units are out of the equation. Here is my take on the recent developments in the drillship market. $RIG $VAL $SDRL $DVD $NE"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1943664258211848442) 2025-07-11 13:30:45 UTC XXX followers, 1024 engagements "From top to bottom and from research to execution this is probably the most comprehensive freely available report on PGMs. $SBSW $ANGPY $IMPUY"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1935696320351658281) 2025-06-19 13:49:00 UTC XXX followers, 1548 engagements "Panthera Resources $PAT claims $XXXX billion in damages against India. The claim size slightly exceeds analysts' expectations of $900-$1580 million"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1924431637246259654) 2025-05-19 11:47:11 UTC XXX followers, XXX engagements "Is it that simple to block the Hormuz Strait Is it possible to find attractive ideas in a demand-driven market $FLNG $CLCO $CCEC $DLNG"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1938600308965265745) 2025-06-27 14:08:25 UTC XXX followers, XXX engagements "Classic $GLNG response on good news nearly zero interest from market participants. Nevertheless this is a good opportunity to add some equity and calls. My wild guess is that $GLNG may be approached by some of the infrastructure names such as Brookfield $BAM KKR $KKR or Blackstone $BX. Simply the FLNG niche is too lucrative to ignore"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1945843549557407751) 2025-07-17 13:50:28 UTC XXX followers, 1843 engagements "@novembergain Good point about the yield. For income seekers GLNG is far from the best alternative. I play $GLNG more as speculative play on asset scarcity via LEAPS calls"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1945851389579591814) 2025-07-17 14:21:38 UTC XXX followers, XXX engagements "The US dollar's relative recovery and copper tariffs led to a decline in Chilean equities $ECH. Its time for bottom fishing in Chilean water: $ENIC"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1945501519295525211) 2025-07-16 15:11:22 UTC XXX followers, XXX engagements "Copper bros celebrate XX% tariffs on copper. Long Chile ($BCH $ENIC and $BSAC) and $NAK"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1942634646585631160) 2025-07-08 17:19:26 UTC XXX followers, XXX engagements "Jeannette Jaras surprising polls along with copper tariffs and the US dollar's recovery against EM FX pushed Chilean equities into a correction phase. Is it time to use the correction as an opportunity to add more Chilean equities $ECH $BSAC $BCH"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1946246569277194407) 2025-07-18 16:31:56 UTC XXX followers, XXX engagements "Gentlemen unlike in court where we are innocent until proven otherwise in markets we are wrong until proven otherwise. This is true for both camps $GLNG (or any other assets) haters and enthusiasts. That said no drama neededeventually Mr. Market will reward those who are right and punish those who are not"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1946145388638990664) 2025-07-18 09:49:52 UTC XXX followers, XXX engagements "Singapore Stock Exchange has a lot to offer for offshore and shipping investors. SGX names $5E2 $BEZ $BTM $1MZ have delivered respectable YTD gains"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1948066962317218165) 2025-07-23 17:05:31 UTC XXX followers, XX engagements "Another good week for REE names $MP and $IDR. Who is next I bet antimony and tungsten will become a priority. Long $PPTA and $TUNG"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1945500604429697513) 2025-07-16 15:07:44 UTC XXX followers, XXX engagements "Small and Handy LPG carriers are tempting given a single-digit order book. $GASS (Small LPGs owner) and $NVGS (handy LPGs owner) are the only names in the field"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1948011514859864303) 2025-07-23 13:25:12 UTC XXX followers, XXX engagements "Another Offshore Energy Report: Deep Dive into the FPSO Market $SBMO $BWO $ARMADA $MODEC $YINSON"  [@mihail_EDideas](/creator/x/mihail_EDideas) on [X](/post/tweet/1942941218725335308) 2025-07-09 13:37:39 UTC XXX followers, XXX 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.]
@mihail_EDideas
"It appears that 2025 is the year of accumulation and consolidation. The next few years are promising for offshore investors. Look at the projected DW/UDW CAPEX growth. Image via $RIG presentation. P.S.: Still $RIG is my favorite offshore name; it brings equity options and bonds to the table allowing me to tailor my exposure"
@mihail_EDideas on X 2025-07-09 14:40:38 UTC XXX followers, 1453 engagements
"Drillships are hot again. After the Eldorado/TPAO transaction two 7G units are out of the equation. Here is my take on the recent developments in the drillship market. $RIG $VAL $SDRL $DVD $NE" @mihail_EDideas on X 2025-07-11 13:30:45 UTC XXX followers, 1024 engagements
"From top to bottom and from research to execution this is probably the most comprehensive freely available report on PGMs. $SBSW $ANGPY $IMPUY" @mihail_EDideas on X 2025-06-19 13:49:00 UTC XXX followers, 1548 engagements
"Panthera Resources $PAT claims $XXXX billion in damages against India. The claim size slightly exceeds analysts' expectations of $900-$1580 million" @mihail_EDideas on X 2025-05-19 11:47:11 UTC XXX followers, XXX engagements
"Is it that simple to block the Hormuz Strait Is it possible to find attractive ideas in a demand-driven market $FLNG $CLCO $CCEC $DLNG" @mihail_EDideas on X 2025-06-27 14:08:25 UTC XXX followers, XXX engagements
"Classic $GLNG response on good news nearly zero interest from market participants. Nevertheless this is a good opportunity to add some equity and calls. My wild guess is that $GLNG may be approached by some of the infrastructure names such as Brookfield $BAM KKR $KKR or Blackstone $BX. Simply the FLNG niche is too lucrative to ignore" @mihail_EDideas on X 2025-07-17 13:50:28 UTC XXX followers, 1843 engagements
"@novembergain Good point about the yield. For income seekers GLNG is far from the best alternative. I play $GLNG more as speculative play on asset scarcity via LEAPS calls" @mihail_EDideas on X 2025-07-17 14:21:38 UTC XXX followers, XXX engagements
"The US dollar's relative recovery and copper tariffs led to a decline in Chilean equities $ECH. Its time for bottom fishing in Chilean water: $ENIC" @mihail_EDideas on X 2025-07-16 15:11:22 UTC XXX followers, XXX engagements
"Copper bros celebrate XX% tariffs on copper. Long Chile ($BCH $ENIC and $BSAC) and $NAK" @mihail_EDideas on X 2025-07-08 17:19:26 UTC XXX followers, XXX engagements
"Jeannette Jaras surprising polls along with copper tariffs and the US dollar's recovery against EM FX pushed Chilean equities into a correction phase. Is it time to use the correction as an opportunity to add more Chilean equities $ECH $BSAC $BCH" @mihail_EDideas on X 2025-07-18 16:31:56 UTC XXX followers, XXX engagements
"Gentlemen unlike in court where we are innocent until proven otherwise in markets we are wrong until proven otherwise. This is true for both camps $GLNG (or any other assets) haters and enthusiasts. That said no drama neededeventually Mr. Market will reward those who are right and punish those who are not" @mihail_EDideas on X 2025-07-18 09:49:52 UTC XXX followers, XXX engagements
"Singapore Stock Exchange has a lot to offer for offshore and shipping investors. SGX names $5E2 $BEZ $BTM $1MZ have delivered respectable YTD gains" @mihail_EDideas on X 2025-07-23 17:05:31 UTC XXX followers, XX engagements
"Another good week for REE names $MP and $IDR. Who is next I bet antimony and tungsten will become a priority. Long $PPTA and $TUNG" @mihail_EDideas on X 2025-07-16 15:07:44 UTC XXX followers, XXX engagements
"Small and Handy LPG carriers are tempting given a single-digit order book. $GASS (Small LPGs owner) and $NVGS (handy LPGs owner) are the only names in the field" @mihail_EDideas on X 2025-07-23 13:25:12 UTC XXX followers, XXX engagements
"Another Offshore Energy Report: Deep Dive into the FPSO Market $SBMO $BWO $ARMADA $MODEC $YINSON" @mihail_EDideas on X 2025-07-09 13:37:39 UTC XXX followers, XXX engagements