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[@ChrisDunnam3](/creator/twitter/ChrisDunnam3)
"@Armin_Hartl Tidewater Valaris and Noble have all been through bankruptcy in the last X years and have cleaned up their debt. Rig has not and therefore carries a lot of debt. Ill be surprised if Rig survives this downturn without bankruptcy"  
[X Link](https://x.com/ChrisDunnam3/status/1980635974427427304) [@ChrisDunnam3](/creator/x/ChrisDunnam3) 2025-10-21T14:03Z XX followers, XXX engagements


"@Armin_Hartl If RIG does go through bankruptcy in the next 2-3 years and emerges with a cleaned up balance sheet I will be a strong buyer. They have the only 8th gen rigs. Exxons Guyana project will need them to drill 20K feet"  
[X Link](https://x.com/ChrisDunnam3/status/1980684067885723920) [@ChrisDunnam3](/creator/x/ChrisDunnam3) 2025-10-21T17:14Z XX followers, XXX engagements


"@Armin_Hartl Tidewater has a huge MOAT. Tidewater CEO said that he wouldnt even consider ordering new ships until the daily rate was above 35K. Im sure Valaris and Noble will be similar. Just waiting for the next oil super cycle"  
[X Link](https://x.com/ChrisDunnam3/status/1980685164071276577) [@ChrisDunnam3](/creator/x/ChrisDunnam3) 2025-10-21T17:18Z XX followers, XX engagements