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[@Armin_Hartl](/creator/twitter/Armin_Hartl)
"$NVR is the posterchild of share buybacks but it's compounding is also fueled by volume/profit growth. The UK housing market has a deficit of4.3m homes especially in the affordable segment. $VTY.L shifted to a capital light business model attempting to repeat NVR's success"  
[X Link](https://x.com/Armin_Hartl/status/1966100318795817243) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-11T11:23Z XXX followers, XXX engagements


"The UK government committed 39bn to social and affordable housing over XX years up from the 11.5bn programme in an attempt to increase their share of building to historical levels. Builders like $VTY.L might be huge beneficiaries from increased spending. $TW.L $BTRW.L $PSN.L"  
[X Link](https://x.com/Armin_Hartl/status/1966149756046160305) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-11T14:40Z XXX followers, XXX engagements


"Today there have been no news on $RIG. Nevertheless the stock was up XX% and now declined to a mere X% gain. I don't know why I ever thought that markets are efficient. If there are such swings in a single day then there are massive opportunities elsewhere. $VAL $NE $SDRL"  
[X Link](https://x.com/Armin_Hartl/status/1970557733918196132) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-23T18:35Z XXX followers, XXX engagements


"Discovered resources are declining and shifting towards predominantly offshore. Costs are naturally rising as offshore exploration is more expensive but more than XX% of offshroe projects are profitable at prevailing oil prices. $VAL $NE $RIG $SDRL"  
[X Link](https://x.com/Armin_Hartl/status/1974520137605914806) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-04T17:01Z XXX followers, 1972 engagements


"$CRN.AX made a massive leap in 2025 surpassing $HCC's realized met coal prices. is increasing exposure to high quality coal while $HCC is diluting with Blue Creek (still a great project to pursue). $AMR $METC $CNR"  
[X Link](https://x.com/Armin_Hartl/status/1975233085143941351) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-06T16:14Z XXX followers, XXX engagements


"Met coal miners are on a run this last month. $AMR is up XX% and $HCC XX% partially on back of analysts increasing price targets. I don't want to jinx anything but I'm getting my hopes up"  
[X Link](https://x.com/Armin_Hartl/status/1976292244169642397) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-09T14:22Z XXX followers, XXX engagements


"$CRN.AX has 10x potential significantly more upside than $HCC or $AMR due to Coronado's low valuation. I dissected unit economics supply contracts coal quality P&L trends and contextualized valuation to derive to the above conclution. Check it out:"  
[X Link](https://x.com/Armin_Hartl/status/1976523242778087655) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-10T05:40Z XXX followers, 1093 engagements


"$CRN.AX is expected to achieve production cost of 71-76/t while $HCC is at 75/t. Coronado's coal mix will be XX% low-vol while Warrior will be XX% HVA on XX% less met coal volume (27E). Plus: Coronado is valued at XX% of Warrior's EV. More details:"  
[X Link](https://x.com/Armin_Hartl/status/1976617307385544995) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-10T11:54Z XXX followers, XXX engagements


"$CRN.AX has contractual obligations demanding rebates thermal coal delivery below market value. Upon expiry in 2027 cashflow of USD 150m p.a. will free up. This is twice the 2024A level and XX% of the total market cap. Only one reason why it is superior to $HCC $AMR $METC"  
[X Link](https://x.com/Armin_Hartl/status/1976978745182548104) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-11T11:50Z XXX followers, XXX engagements


"Met coal prices bottomed late Q2. The average price for Q3 is higher than for Q2 thus miners are likely to have improved profitability vs. Q2. This might be a good quarter for $HCC $AMR $CRN.AX. The biggest upside bet:"  
[X Link](https://x.com/Armin_Hartl/status/1977708131284140475) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-13T12:08Z XXX followers, 1025 engagements


"Uzum considers London listing. Valued at USD 1.5bn in August Uzum is the first unicorn start-up from Uzbekistan. As super-app it provides a marketplace delivery banking and BNPL services with XX% penetration in Uzbekistan"  
[X Link](https://x.com/Armin_Hartl/status/1979065840650629486) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-17T06:04Z XXX followers, XX engagements


"Offshore oil is cost competitive with XX% of undeveloped reserves being profitable at $60/bbl. Considering that XX% of Major's net acreage is deepwater it is no surprise that Rystad estimates a XX% growth in deepwater Capex from $28bn in '25 to $40bn in '27 $VAL $RIG $NE $SDRL"  
[X Link](https://x.com/Armin_Hartl/status/1965373152109969526) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-09T11:14Z XXX followers, 1686 engagements


"Offshore capex is expected to rebound by 2026. However most recent estimates - while being positive - are becoming more cautious pushing the peak out to 2027. This is not disconfirming the offshore driller thesis but pushes peak cashflows out by a year. $VAL $NE $RIG $SDRL"  
[X Link](https://x.com/Armin_Hartl/status/1974444640742039951) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-04T12:01Z XXX followers, XXX engagements


"Oil majors in need to step up exploration spending as per TGS CEO. Exploration has been picking up recently but needs to increase further to maintain production volumes in the long-term. A good thing for $VAL $NE $RIG $SDRL $TDW"  
[X Link](https://x.com/Armin_Hartl/status/1979929531528978898) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-19T15:16Z XXX followers, XXX engagements


"@tobi We love everything that drives a seamless UX on socials which ultimately makes it easier for creaters/new entrepreneurs to start a $SHOP powered business"  
[X Link](https://x.com/Armin_Hartl/status/1980138879329112390) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-20T05:07Z XXX followers, XX engagements


"$VAL announced today that it has been awarded a five-well contract with BP for drillship VALARIS DS-12 in Egypt. The estimated total contract value inclusive of a mobilization fee is approximately $XXX million. Announcement: $NE $RIG $SDRL"  
[X Link](https://x.com/Armin_Hartl/status/1977716014080041136) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-13T12:40Z XXX followers, XXX engagements


""Brazil is poised for sustained heavy drilling campaign" (Melius Research). Petrobras expects to increase CapEx by X% in new X year plan. "Deepwater barrels are replacing shale as the low-cost barrel" hence offshore is to increase. $VAL $NE $RIG $SDRL"  
[X Link](https://x.com/Armin_Hartl/status/1978149571768258804) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-14T17:23Z XXX followers, 1164 engagements


"Offshore rig activity is accelerating across multiple regions. Noteworthy that $VAL is drilling Eni's Carbon Capture and Storage (CCS) project in the UK. Despite often neglected CCS can contribute to potential supply-demand imbalances. $NE $RIG $SDRL"  
[X Link](https://x.com/Armin_Hartl/status/1978800410958987376) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-16T12:29Z XXX followers, XXX engagements


"@DavidSacks Are these inflation adjusted numbers"  
[X Link](https://x.com/Armin_Hartl/status/1979442535677186402) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-18T07:00Z XXX followers, XX engagements


"Renaissance also owns 1m shares in $HCC"  
[X Link](https://x.com/Armin_Hartl/status/1979500291784610159) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-18T10:50Z XXX followers, XXX engagements


"Rhino confirms discovery at Volans-1X offshore Namibia hinting towards excellent reservoir quality. This can bring momentum into the Orange basin potentially accelerating finalisation of the political framework. $SEI.V would benefit via PEL83. $GLPEF"  
[X Link](https://x.com/Armin_Hartl/status/1973704315710914983) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-02T10:59Z XXX followers, XXX engagements


"Rystad Energy expects deepwater capex for 2026 to double compared to 2025. The average spending from 2025-30 is USD 80bn or XX% higher than in the first half of the decade. That's a bullish sign for $VAL $NE $SDRL $RIG $TDW More sector background:"  
[X Link](https://x.com/Armin_Hartl/status/1973809786530472413) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-02T17:58Z XXX followers, 1432 engagements


"Deep water drilling will drive US oil industry growth as onshore production slows as per Reuters. Recent technological and regulatory changes made offshore cheaper compared to onshore with break-even prices of 20/bbl vs. 48/bbl. $VAL $NE $SDRL $RIG"  
[X Link](https://x.com/Armin_Hartl/status/1978438398076440777) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-15T12:30Z XXX followers, XXX engagements


"Met coal shortages of 1.6mt hit India's steel mills in 1H25 leading to calls for an ease of import curbs. Increasing demand from India the second largest importer globally is likely to support prices. $HCC is up X% in pre-market. $CRN.AX $AMR"  
[X Link](https://x.com/Armin_Hartl/status/1978442876573880327) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-15T12:48Z XXX followers, XXX engagements


"$RIG announced contracting 8th Gen drillship Atlas at a day rate of 630k for XXX days. $VAL announced contracting 7th Gen DS-12 at a day rate of 400k incl. mobilization cost for XXX days. Both contracts are with BP highlighting Gen's pricing power. $NE"  
[X Link](https://x.com/Armin_Hartl/status/1979135518697742428) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-17T10:40Z XXX followers, XXX engagements


"Li Lu bought a massive stake in $PDD last quarter. PDD has the highest growth among $JD $BABA and $AMZN while trading at only a FCF multiple of only 13.9x. The ridcilously cheap trading times are over but this still looks like an attractive setup to start digging a bit more"  
[X Link](https://x.com/Armin_Hartl/status/1979447397764788645) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-18T07:20Z XXX followers, 2477 engagements


"$AMR's 5th largest shareholder is legendary hedge fund Renaissance Technologies which reportedly returned XX% p.a. from 1988 through 2021. Maybe one more reason to spend some time on met coal names like $HCC $CRN.AX. Even better bet IMHO:"  
[X Link](https://x.com/Armin_Hartl/status/1979498884620497207) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-18T10:44Z XXX followers, XXX engagements


"$NE's contract with BP regarding two 7th Gen drillships saw a day rate of 425k. $VAL could only generate 400k incl. mobilization cost for its DS-12. Same customer generation and drill depth but X years older and X% lower capacity for accomodation"  
[X Link](https://x.com/Armin_Hartl/status/1979868191041130747) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-19T11:12Z XXX followers, XXX engagements


"China's Q3 GDP growth was XXX% a one-year low. The market expected China to miss the X% growth target despite stimulus but Q3 indicates that China will hit the target suggesting it can withstand tariff threats as per Eurasia Group. SSE is up 0.6%"  
[X Link](https://x.com/Armin_Hartl/status/1980141658273640500) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-20T05:18Z XXX followers, XX engagements