[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.] #  @100xCompounding TheDailyCompounder TheDailyCompounder posts on X about $ne, $rig, $val, $tdw the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1625692183234764804/interactions)  - X Week XXXXXX +85% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +308% - X Year XXXXXXXXX +534% ### Mentions: XX [#](/creator/twitter::1625692183234764804/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +403% - X Year XXX +175% ### Followers: XXXXX [#](/creator/twitter::1625692183234764804/followers)  - X Week XXXXX +2.10% - X Month XXXXX +3.60% - X Months XXXXX +57% - X Year XXXXX +117% ### CreatorRank: XXXXXXX [#](/creator/twitter::1625692183234764804/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$ne](/topic/$ne) #123, [$rig](/topic/$rig) #3, [$val](/topic/$val) #3, [$tdw](/topic/$tdw) #1, [$sdrl](/topic/$sdrl) #3, [$borr](/topic/$borr) #2, [rig](/topic/rig) #233, [$cvx](/topic/$cvx) #50, [$mt](/topic/$mt) #3, [guyana](/topic/guyana) #247 **Top accounts mentioned or mentioned by** [@jacobloya7](/creator/undefined) [@jsmith8286](/creator/undefined) [@icbarrett](/creator/undefined) [@natgasturk](/creator/undefined) [@futviewer45](/creator/undefined) [@richfidei](/creator/undefined) [@ragingbullcap](/creator/undefined) [@gpstonks](/creator/undefined) [@51793977c](/creator/undefined) [@cagovernors](/creator/undefined) [@texastradman](/creator/undefined) [@jdkirkpatrick1](/creator/undefined) [@nipponsteel](/creator/undefined) [@ultradeep3](/creator/undefined) [@tommydeepwater](/creator/undefined) [@offshoremayor](/creator/undefined) [@seawolfcap](/creator/undefined) [@tfone21](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@gp_stonks](/creator/undefined) **Top assets mentioned** [Noble Corporation (NE)](/topic/$ne) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Tidewater, Inc. (TDW)](/topic/$tdw) [Seadrill Limited (SDRL)](/topic/$sdrl) [Convex Finance (CVX)](/topic/$cvx) [ArcelorMittal (MT)](/topic/$mt) [TotalEnergies SE (TTE)](/topic/$tte) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Lennar Corporation (LEN)](/topic/$len) [PulteGroup, Inc. (PHM)](/topic/$phm) [NVR, Inc. (NVR)](/topic/$nvr) [Sable Offshore Corp. (SOC)](/topic/$soc) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Olin Corp. (OLN)](/topic/$oln) [Westlake Chemical, Corp. (WLK)](/topic/$wlk) [Oxygen (OXY)](/topic/$oxy) [California Resources Corporation (CRC)](/topic/$crc) [FansTime (FTI)](/topic/$fti) [Vonage Holdings Corporation (VG)](/topic/$vg) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [PolkaBridge (PBR)](/topic/$pbr) [Exxon Mobil (XOM)](/topic/$xom) [NVIDIA Corp. (NVDA)](/topic/$nvda) [JOE (JOE)](/topic/$joe) ### Top Social Posts Top posts by engagements in the last XX hours "$BLDR $PHM $NVR $LEN Imbalances are plaguing the global economic system right now. In housing we have seen a tremendous fall off not just in home building broadly but specifically the 1400sqft and smaller "starter" type home since the GFC. More evidence of that in the latest report from Builder "New new orders among first-time buyers decreased XX% decreased X% for move-up buyers but increased X% among the builders active adult group. The value of net new orders in the period was $XXX billion compared with $XXX billion in the third quarter of last year."" [X Link](https://x.com/100xCompounding/status/1981429931205624001) 2025-10-23T18:38Z 4347 followers, XXX engagements "Projections from the NAR $PHM $BLDR $NVR $LEN" [X Link](https://x.com/100xCompounding/status/1981438522004275220) 2025-10-23T19:12Z 4349 followers, 1175 engagements "$SOC $CRC Our final public update on Sable Offshore $SOC. In this piece we cover: 1) California's energy crisis 2) Sable's role in helping California Energy and the current state of things 3) Mea Culpa on what we got wrong to date on Sable Offshore" [X Link](https://x.com/100xCompounding/status/1995558615097508217) 2025-12-01T18:20Z 4340 followers, 2720 engagements "Our latest in our 10-part series on generating dividends through both equity and corporate bonds" [X Link](https://x.com/100xCompounding/status/1996988946610282888) 2025-12-05T17:04Z 4347 followers, XXX engagements "@JDKirkpatrick1 Yes. One piece of data I really like to watch is the backlog and FCF of $FTI This businesses backlog will end up trickling down to $RIG $VAL $NE $TDW" [X Link](https://x.com/100xCompounding/status/1982990747252207851) 2025-10-28T02:00Z 4349 followers, XXX engagements "@JacobLoya7 Interesting what do you like about $VG" [X Link](https://x.com/100xCompounding/status/1995224441077596180) 2025-11-30T20:12Z 4358 followers, XXX engagements "$MT $CLF Arcelor Mittal has been our pick in the steel business for a long time. They have access to three amazing markets for steel via North America Brazil and India" [X Link](https://x.com/100xCompounding/status/1995619722575151247) 2025-12-01T22:23Z 4358 followers, 1140 engagements "@JSmith8286 yeah $SDRL $VAL $RIG $NE are the biggest players" [X Link](https://x.com/100xCompounding/status/1996634535665250670) 2025-12-04T17:35Z 4359 followers, XXX engagements "Part Two of our XX part series Yearning For Yield drops tomorrow Here is a teaser for the Corporate Bond we are adding to the portfolio that comes out tomorrow Enjoy Here is part X for those interested where we covered Noble from a pure Yield perspective $NE" [X Link](https://x.com/100xCompounding/status/1996683521264701837) 2025-12-04T20:50Z 4350 followers, XXX engagements "@GP_stonks Yes I could see that too - I just think they explicitly or not if youre buying $VAL or $NE arent you saying I want JU exposure Otherwise why not just buy Transocean" [X Link](https://x.com/100xCompounding/status/1995183462962049157) 2025-11-30T17:29Z 4360 followers, XXX engagements "@JacobLoya7 You at buyer in the $4s How are thinking about valuation" [X Link](https://x.com/100xCompounding/status/1995221578876174416) 2025-11-30T20:01Z 4358 followers, XXX engagements "$AMR $MT $CLF $HCC" [X Link](https://x.com/100xCompounding/status/1995301785649447166) 2025-12-01T01:19Z 4358 followers, 1160 engagements "$CVX Quote from Chevron Capex Budget Global offshore capex is expected to be approximately $XXX billion primarily supporting growth in Guyana Eastern Mediterranean and Gulf of America. Included in upstream spend is about $XXX billion in capitalized interest primarily related to Guyana assets" [X Link](https://x.com/100xCompounding/status/1996431027946901781) 2025-12-04T04:07Z 4366 followers, 1650 engagements "Great write up from Mr Deepwater here. Many will get frustrated by the length of this cycle as its slow and grinding. Once it turns the cash flow generation will be substantial. Moodys rated $RIG A3 in the 2000s in the last bull run just to provide a point of reference. Meanwhile while the market remains somewhat muted Transocean is paying down debt and cutting $90M in debt Am next year" [X Link](https://x.com/100xCompounding/status/1997334800743514141) 2025-12-06T15:58Z 4359 followers, 8500 engagements "I think a lot of investors like $VAL and $NE because you get access to both UDW and Shallow water drilling activity with clean balance sheets at modest valuations. Why not allocate 75/25 or 50/50 to $RIG and $BORR and build a synthetic fleet of the best UDW and best JU fleets with a little more hair (debt) but cheaper valuations on an absolute basis Genuine question - would love to hear thoughts" [X Link](https://x.com/100xCompounding/status/1995175164917809250) 2025-11-30T16:56Z 4367 followers, 6762 engagements "$TDW what price comes first for Tidewater" [X Link](https://x.com/100xCompounding/status/1996050458150891752) 2025-12-03T02:54Z 4366 followers, 1078 engagements "@ICBarrett @JSmith8286 Are they semi subs I am going to map semi subs separately after I get all the UDW drillers are finished do they own drillship tonnage" [X Link](https://x.com/100xCompounding/status/1996647064114225240) 2025-12-04T18:25Z 4366 followers, XXX engagements "$BORR $VAL $NE Jackups are having a really interesting month and change. Time will tell if this leads to meaningful day rate expansion in the medium term but the calling back of vessels in ME is significant - PEMEX payments to Borr is also positive and payments to $TDW were also made (side note). For the UDW guys who own JUs we think it is fairly obvious for Noble at least that these are assets they can live without. What does the opportunity look like for Noble as shallow water works ahead of the deep water cycle to sell some JU vessels to raise case at a reasonable comp We think that is a" [X Link](https://x.com/100xCompounding/status/1989446914400481718) 2025-11-14T21:34Z 4367 followers, 4053 engagements "$NE $RIG $VAL Noble has done the bulk of the consolidation scrapped intelligently and as a result has underperformed its peer group. Why" [X Link](https://x.com/100xCompounding/status/1990825868688552326) 2025-11-18T16:54Z 4367 followers, 1055 engagements "$NE $TDW $VAL $RIG Noble gas done everything right and cant catch a bid. Why I give my X cents here" [X Link](https://x.com/100xCompounding/status/1991170128017522790) 2025-11-19T15:42Z 4367 followers, 1371 engagements "We think a lot about the UDW and OSV operators - how do we create a contrarian view in these names We think the longer term view that allows us to hold these through the cycle is are these commodity assets or not Could $RIG $VAL $NE and $TDW be in a position to be what buffet calls better businesses (High barriers to entry and high ROC) that to me is still not the way many who own these deep water assets are thinking about it" [X Link](https://x.com/100xCompounding/status/1995174728605008159) 2025-11-30T16:54Z 4367 followers, XXX engagements "$RIG $VAL $NE $SDRL Keep in mind the global fleet is only 5-7 vessels over supplied" [X Link](https://x.com/100xCompounding/status/1995647003980955929) 2025-12-02T00:11Z 4367 followers, 8690 engagements "This is a trend that will continue $CVX $RIG $VAL $TDW $SDRL" [X Link](https://x.com/100xCompounding/status/1996440885870088367) 2025-12-04T04:46Z 4367 followers, 4913 engagements "$RIG $TDW $VAL $NE I am in the processing of building "the bible" for offshore deepwater drilling market data. There is alot of talk about the fleet size but outside of the larger players it is a bit difficult to track what other companies own drillships and where they are operating. Here is how I am tracking the global fleet - if I am missing something please let me know. For the idle category some vessels are listed idle on a temporary basis like Noble Voyager or Valliant that are contracted but they just have white space until the contract begins. Would love any feedback from any of the" [X Link](https://x.com/100xCompounding/status/1996627015818969411) 2025-12-04T17:05Z 4368 followers, 10.2K engagements "$TDW $RIG $VAL $NE $SDRL Updated* For TPAOs X vessels they dont really compete with the rest of the 3rd party charter vessels given these are all working for the needs of the state Thank you @GP_stonks for the reminder on TPAO/El Dorado" [X Link](https://x.com/100xCompounding/status/1996640477274427803) 2025-12-04T17:59Z 4367 followers, 2475 engagements "$RIG $VAL $NE $SDRL $PBR $XOM $CVX For those that missed it we added some additional data to our market tracking sheet to give a better idea of the market for UDWs. We will be doing this as well for the Semi-Sub market. A few things to note are that idled vessels dont just mean cold stacked tonnage thats never coming back this is data we plan to put up in website format thatll be constantly updated. For the purposes of this reader snap shot idled also means vessels that currently are not on contract but have work contracted in 2026 this is the case for a few of Nobles vessels for example. I" [X Link](https://x.com/100xCompounding/status/1997052982358151325) 2025-12-05T21:18Z 4367 followers, 4989 engagements "If Trump approves $NVDA to sell chips to China it would be based on negotiations and a well thought out change in strategy right It would not be to pump the largest stock in the $SPY as a % to keep stocks at ATHs like he said he would do right" [X Link](https://x.com/100xCompounding/status/1998127500405424255) 2025-12-08T20:28Z 4367 followers, XXX engagements "$NE $BORR We covered this earlier last month about just how non core Noble sees their JU asset base I imagine these deals will continue. On the $BORR side we had a bad feeling they might use their newfound liquidity to buy more vessels. The deal was good $72M on what is $200-$250M of replacement cost for the high spec JUs is roughly $0.30/$1 the issue we have is when does the balance sheet improve When is management actually going to strengthen the companies financial position It seems like we are far from that which is why we like $RIG much better than Borr in the past and at current" [X Link](https://x.com/100xCompounding/status/1998224502174458194) 2025-12-09T02:53Z 4368 followers, 7141 engagements "$GALP $TTE $RIG $BORR $NE In our most recent piece we dive into all of the recent news in our favorite space offshore energy services. In this piece we discuss the following: 1) Galp's farm out to TotalEnergies via Mopane and what it might mean for UDW demand + structure of the deal 2) Noble's JU sales to Borr and OOD + terms and our overall thoughts on the transaction from Borr's point of view 3) Transocean's Skyros contract in Australia We used our latest Offshore Energy Services Resource everywhere we could in this piece and are continuing to build out a "commercial product" to help people" [X Link](https://x.com/100xCompounding/status/1998468576257208520) 2025-12-09T19:03Z 4369 followers, 2989 engagements "TDC Position Update: We do not do this often but given its the end of the year and we put our thoughts and investment ideas out publicly in an effort to remain transparent we wanted to provide you with a snapshot of our current positions. Arcelor Mittal $MT Basis: $XXXXX Current Price: $XXXXX What Are We Doing: Holding Borr Drilling $BORR Basis: $XXXX Current Price: $XXXX What Are We Doing: Holding Transocean $RIG Basis: $XXXX Current Price: $XXXX What Are We Doing: Holding Tidewater $TDW Basis: $XXXXX Current Price: $XX What Are We Doing: Holding - adding under $XX LSB Industries $LXU Basis:" [X Link](https://x.com/100xCompounding/status/1998474457157874120) 2025-12-09T19:26Z 4369 followers, 2413 engagements "@51793977C No Ive never gotten squiggly in my life. My point is sentiment is shit and nows a great time to buy" [X Link](https://x.com/100xCompounding/status/1998537636575678935) 2025-12-09T23:37Z 4368 followers, XXX engagements "$NE Noble up next - looking forward to the conversation" [X Link](https://x.com/100xCompounding/status/1989059203441258898) 2025-11-13T19:54Z 4367 followers, 1226 engagements "$NE Training simulators in house at Nobles offices are truly something. Very cool to have access to as its just Nobles and Maersk that have these systems in Nobles case they can help their active fleet in real time with logistical concerns and can pre drill a well virtually before its actually executed on location" [X Link](https://x.com/100xCompounding/status/1989098692901769624) 2025-11-13T22:30Z 4367 followers, 2071 engagements "$TDW $NE $NVGS We had a fantastic time in Houston visiting with a number of companies we own and some we are interested in owning. The three I will run through in this post are Navigator Gas Tidewater and Noble. Navigator: The first thing I will say about Navigator is the executive team is incredibly sharp and open with the investor base with a deep understanding of the market with each member of the management team offering a unique perspective. Every executive and non-executive board member present at the meeting was interesting and highly knowledgeable about the market Navigator serves." [X Link](https://x.com/100xCompounding/status/1989119790225449455) 2025-11-13T23:54Z 4368 followers, 10.6K engagements "$OLN $WLK $OXY Olin Corporation Thesis is out What we cover: 1) Business history 2) Industry Consolidation 3) Balance Sheet 4) Valuation Enjoy" [X Link](https://x.com/100xCompounding/status/1990971074394116328) 2025-11-19T02:31Z 4368 followers, 2181 engagements "$TDW $RIG $VAL $NE $SDRL $SMHI Tidewater has grown into our firms largest position as we took advantage of the recent pull back in price to add a significant portion to this core position in our portfolio. It has been a while since we updated our readers on our thoughts on Tidewater so here it is In this piece we lay out: 1) Valuation 2) 2026-2027 Market Dynamics and Beyond 3) M&A Market Dynamics and Rationale for Each Potential Transaction" [X Link](https://x.com/100xCompounding/status/1991250660138901991) 2025-11-19T21:02Z 4368 followers, 5177 engagements "$OLN $WLK $OXY Comparing US based production to Asian ECU costs the first critical input is the price of electricity which accounts for roughly XX% of ECU cost. There are three main costs that include Electricity Variable costs and fixed overhead costs shown below" [X Link](https://x.com/100xCompounding/status/1991575226212323402) 2025-11-20T18:31Z 4368 followers, 1068 engagements "Meanwhile the assets to develop them trade at $0.10/1. You wont develop those assets until you pay a proper rate for the UDW assets $TDW $RIG $VAL $NE" [X Link](https://x.com/100xCompounding/status/1994193773669028249) 2025-11-27T23:57Z 4368 followers, 6481 engagements "Yes thats how we see it and also we think about $BORR and $RIG ability to pay down debt and add alpha from a balance sheet clean up. Although $NE basically trades like it did out of bankruptcy despite a doubling of day rates and a smaller fleet ( from scrapping). I think the 5-7-10 year view is $RIG will win because the fleet is simply the best in the industry and these are no longer commodity assets" [X Link](https://x.com/100xCompounding/status/1995217109966630965) 2025-11-30T19:43Z 4368 followers, XXX engagements "$SOC Is the pipeline still kicking" [X Link](https://x.com/100xCompounding/status/1995576260324724875) 2025-12-01T19:30Z 4367 followers, 4740 engagements "$TDW $RIG $VAL $NE" [X Link](https://x.com/100xCompounding/status/1995974491286200349) 2025-12-02T21:52Z 4368 followers, 4539 engagements "$TDW $RIG $NE $VAL $SDRL Why is everything offshore running today I cant find a lick of news that justifies the news" [X Link](https://x.com/100xCompounding/status/1996322345640923557) 2025-12-03T20:55Z 4368 followers, 10.3K engagements "$RIG $VAL $NE $TDW $SDRL In reference to the Ultra Deepwater Drilling Resource we are launching here is what you can expect. First a Regional Summary page that details each market and what vessels are operating there currently" [X Link](https://x.com/100xCompounding/status/1996642217516232770) 2025-12-04T18:06Z 4368 followers, 2547 engagements "$RIG $VAL $NE $SDRL We are roughly X vessels long in UDWs today. Meanwhile Galp is in open discussion with Total or Chevron for the Farm Out of Mopane. In the meantime Namibia still lags a lot of the necessary infrastructure vs markets like Guyana although if we assume the Namibia require a similar number of Rigs as Guyana the market gets very tight very quickly. Mopane alone is estimated to require 2-3 vessels. In addition Shell has had success in the Orange Basin (PEL 39) as well via Lesedi-1x (3 exploration wells and X appraisal well has been drilled by shell all leading to discoveries) -" [X Link](https://x.com/100xCompounding/status/1996685515664379976) 2025-12-04T20:58Z 4368 followers, 4922 engagements "Mom how did we get so rich Dad went levered long in offshore energy services right before the biggest bull run of our life times #OOTT $XLE" [X Link](https://x.com/100xCompounding/status/1998230837792567775) 2025-12-09T03:18Z 4368 followers, 38.6K engagements "Thats a totally fair point this was just my attempt at humor. The movement in oil pricing and the movement of the underlying equities has been quite interesting over the last few months potentially the read through is how these larger E&Ps operate is not going to change much based on the spot price fluxes in the interim" [X Link](https://x.com/100xCompounding/status/1998387182780780735) 2025-12-09T13:40Z 4368 followers, XXX engagements "$TTE $GALP Winner Winner Chicken Dinner $RIG $VAL $NE $SDRL" [X Link](https://x.com/100xCompounding/status/1998409353234104426) 2025-12-09T15:08Z 4368 followers, XXX engagements "Tomorrow @SFarringtonBKC and I will be chatting at 10AM EST on all things from the macro environment offshore energy value in land development equities and much more. Stay tuned for the release sometime tomorrow evening $RIG $VAL $NE $JOE $FPH $SPY $QQQ $IWM" [X Link](https://x.com/100xCompounding/status/1998875918924960022) 2025-12-10T22:02Z 4369 followers, XXX engagements "Feels like with the deal $BORR just did there is no wiggle room for the cycle to move out to the right at all. 2026-2027 need to be strong years of util" [X Link](https://x.com/100xCompounding/status/1998876514520285498) 2025-12-10T22:04Z 4369 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.]
@100xCompounding TheDailyCompounder
TheDailyCompounder posts on X about $ne, $rig, $val, $tdw the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +85%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +308%
- X Year XXXXXXXXX +534%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +403%
- X Year XXX +175%
Followers: XXXXX #
- X Week XXXXX +2.10%
- X Month XXXXX +3.60%
- X Months XXXXX +57%
- X Year XXXXX +117%
CreatorRank: XXXXXXX #
Social Influence
Social category influence cryptocurrencies XXXXX% stocks XXXXX% finance XXXXX% countries XXXX% currencies XXXX% technology brands XXXX%
Social topic influence $ne #123, $rig #3, $val #3, $tdw #1, $sdrl #3, $borr #2, rig #233, $cvx #50, $mt #3, guyana #247
Top accounts mentioned or mentioned by @jacobloya7 @jsmith8286 @icbarrett @natgasturk @futviewer45 @richfidei @ragingbullcap @gpstonks @51793977c @cagovernors @texastradman @jdkirkpatrick1 @nipponsteel @ultradeep3 @tommydeepwater @offshoremayor @seawolfcap @tfone21 @sfarringtonbkc @gp_stonks
Top assets mentioned Noble Corporation (NE) Transocean LTD. (RIG) Validity (VAL) Tidewater, Inc. (TDW) Seadrill Limited (SDRL) Convex Finance (CVX) ArcelorMittal (MT) TotalEnergies SE (TTE) Builders FirstSource, Inc. (BLDR) Lennar Corporation (LEN) PulteGroup, Inc. (PHM) NVR, Inc. (NVR) Sable Offshore Corp. (SOC) Cleveland-Cliffs, Inc. (CLF) SPDR S&P XXX ETF Trust (SPY) Olin Corp. (OLN) Westlake Chemical, Corp. (WLK) Oxygen (OXY) California Resources Corporation (CRC) FansTime (FTI) Vonage Holdings Corporation (VG) Alpha Metallurgical Resources, Inc. (AMR) Warrior Met Coal, Inc. (HCC) PolkaBridge (PBR) Exxon Mobil (XOM) NVIDIA Corp. (NVDA) JOE (JOE)
Top Social Posts
Top posts by engagements in the last XX hours
"$BLDR $PHM $NVR $LEN Imbalances are plaguing the global economic system right now. In housing we have seen a tremendous fall off not just in home building broadly but specifically the 1400sqft and smaller "starter" type home since the GFC. More evidence of that in the latest report from Builder "New new orders among first-time buyers decreased XX% decreased X% for move-up buyers but increased X% among the builders active adult group. The value of net new orders in the period was $XXX billion compared with $XXX billion in the third quarter of last year.""
X Link 2025-10-23T18:38Z 4347 followers, XXX engagements
"Projections from the NAR $PHM $BLDR $NVR $LEN"
X Link 2025-10-23T19:12Z 4349 followers, 1175 engagements
"$SOC $CRC Our final public update on Sable Offshore $SOC. In this piece we cover: 1) California's energy crisis 2) Sable's role in helping California Energy and the current state of things 3) Mea Culpa on what we got wrong to date on Sable Offshore"
X Link 2025-12-01T18:20Z 4340 followers, 2720 engagements
"Our latest in our 10-part series on generating dividends through both equity and corporate bonds"
X Link 2025-12-05T17:04Z 4347 followers, XXX engagements
"@JDKirkpatrick1 Yes. One piece of data I really like to watch is the backlog and FCF of $FTI This businesses backlog will end up trickling down to $RIG $VAL $NE $TDW"
X Link 2025-10-28T02:00Z 4349 followers, XXX engagements
"@JacobLoya7 Interesting what do you like about $VG"
X Link 2025-11-30T20:12Z 4358 followers, XXX engagements
"$MT $CLF Arcelor Mittal has been our pick in the steel business for a long time. They have access to three amazing markets for steel via North America Brazil and India"
X Link 2025-12-01T22:23Z 4358 followers, 1140 engagements
"@JSmith8286 yeah $SDRL $VAL $RIG $NE are the biggest players"
X Link 2025-12-04T17:35Z 4359 followers, XXX engagements
"Part Two of our XX part series Yearning For Yield drops tomorrow Here is a teaser for the Corporate Bond we are adding to the portfolio that comes out tomorrow Enjoy Here is part X for those interested where we covered Noble from a pure Yield perspective $NE"
X Link 2025-12-04T20:50Z 4350 followers, XXX engagements
"@GP_stonks Yes I could see that too - I just think they explicitly or not if youre buying $VAL or $NE arent you saying I want JU exposure Otherwise why not just buy Transocean"
X Link 2025-11-30T17:29Z 4360 followers, XXX engagements
"@JacobLoya7 You at buyer in the $4s How are thinking about valuation"
X Link 2025-11-30T20:01Z 4358 followers, XXX engagements
"$AMR $MT $CLF $HCC"
X Link 2025-12-01T01:19Z 4358 followers, 1160 engagements
"$CVX Quote from Chevron Capex Budget Global offshore capex is expected to be approximately $XXX billion primarily supporting growth in Guyana Eastern Mediterranean and Gulf of America. Included in upstream spend is about $XXX billion in capitalized interest primarily related to Guyana assets"
X Link 2025-12-04T04:07Z 4366 followers, 1650 engagements
"Great write up from Mr Deepwater here. Many will get frustrated by the length of this cycle as its slow and grinding. Once it turns the cash flow generation will be substantial. Moodys rated $RIG A3 in the 2000s in the last bull run just to provide a point of reference. Meanwhile while the market remains somewhat muted Transocean is paying down debt and cutting $90M in debt Am next year"
X Link 2025-12-06T15:58Z 4359 followers, 8500 engagements
"I think a lot of investors like $VAL and $NE because you get access to both UDW and Shallow water drilling activity with clean balance sheets at modest valuations. Why not allocate 75/25 or 50/50 to $RIG and $BORR and build a synthetic fleet of the best UDW and best JU fleets with a little more hair (debt) but cheaper valuations on an absolute basis Genuine question - would love to hear thoughts"
X Link 2025-11-30T16:56Z 4367 followers, 6762 engagements
"$TDW what price comes first for Tidewater"
X Link 2025-12-03T02:54Z 4366 followers, 1078 engagements
"@ICBarrett @JSmith8286 Are they semi subs I am going to map semi subs separately after I get all the UDW drillers are finished do they own drillship tonnage"
X Link 2025-12-04T18:25Z 4366 followers, XXX engagements
"$BORR $VAL $NE Jackups are having a really interesting month and change. Time will tell if this leads to meaningful day rate expansion in the medium term but the calling back of vessels in ME is significant - PEMEX payments to Borr is also positive and payments to $TDW were also made (side note). For the UDW guys who own JUs we think it is fairly obvious for Noble at least that these are assets they can live without. What does the opportunity look like for Noble as shallow water works ahead of the deep water cycle to sell some JU vessels to raise case at a reasonable comp We think that is a"
X Link 2025-11-14T21:34Z 4367 followers, 4053 engagements
"$NE $RIG $VAL Noble has done the bulk of the consolidation scrapped intelligently and as a result has underperformed its peer group. Why"
X Link 2025-11-18T16:54Z 4367 followers, 1055 engagements
"$NE $TDW $VAL $RIG Noble gas done everything right and cant catch a bid. Why I give my X cents here"
X Link 2025-11-19T15:42Z 4367 followers, 1371 engagements
"We think a lot about the UDW and OSV operators - how do we create a contrarian view in these names We think the longer term view that allows us to hold these through the cycle is are these commodity assets or not Could $RIG $VAL $NE and $TDW be in a position to be what buffet calls better businesses (High barriers to entry and high ROC) that to me is still not the way many who own these deep water assets are thinking about it"
X Link 2025-11-30T16:54Z 4367 followers, XXX engagements
"$RIG $VAL $NE $SDRL Keep in mind the global fleet is only 5-7 vessels over supplied"
X Link 2025-12-02T00:11Z 4367 followers, 8690 engagements
"This is a trend that will continue $CVX $RIG $VAL $TDW $SDRL"
X Link 2025-12-04T04:46Z 4367 followers, 4913 engagements
"$RIG $TDW $VAL $NE I am in the processing of building "the bible" for offshore deepwater drilling market data. There is alot of talk about the fleet size but outside of the larger players it is a bit difficult to track what other companies own drillships and where they are operating. Here is how I am tracking the global fleet - if I am missing something please let me know. For the idle category some vessels are listed idle on a temporary basis like Noble Voyager or Valliant that are contracted but they just have white space until the contract begins. Would love any feedback from any of the"
X Link 2025-12-04T17:05Z 4368 followers, 10.2K engagements
"$TDW $RIG $VAL $NE $SDRL Updated* For TPAOs X vessels they dont really compete with the rest of the 3rd party charter vessels given these are all working for the needs of the state Thank you @GP_stonks for the reminder on TPAO/El Dorado"
X Link 2025-12-04T17:59Z 4367 followers, 2475 engagements
"$RIG $VAL $NE $SDRL $PBR $XOM $CVX For those that missed it we added some additional data to our market tracking sheet to give a better idea of the market for UDWs. We will be doing this as well for the Semi-Sub market. A few things to note are that idled vessels dont just mean cold stacked tonnage thats never coming back this is data we plan to put up in website format thatll be constantly updated. For the purposes of this reader snap shot idled also means vessels that currently are not on contract but have work contracted in 2026 this is the case for a few of Nobles vessels for example. I"
X Link 2025-12-05T21:18Z 4367 followers, 4989 engagements
"If Trump approves $NVDA to sell chips to China it would be based on negotiations and a well thought out change in strategy right It would not be to pump the largest stock in the $SPY as a % to keep stocks at ATHs like he said he would do right"
X Link 2025-12-08T20:28Z 4367 followers, XXX engagements
"$NE $BORR We covered this earlier last month about just how non core Noble sees their JU asset base I imagine these deals will continue. On the $BORR side we had a bad feeling they might use their newfound liquidity to buy more vessels. The deal was good $72M on what is $200-$250M of replacement cost for the high spec JUs is roughly $0.30/$1 the issue we have is when does the balance sheet improve When is management actually going to strengthen the companies financial position It seems like we are far from that which is why we like $RIG much better than Borr in the past and at current"
X Link 2025-12-09T02:53Z 4368 followers, 7141 engagements
"$GALP $TTE $RIG $BORR $NE In our most recent piece we dive into all of the recent news in our favorite space offshore energy services. In this piece we discuss the following: 1) Galp's farm out to TotalEnergies via Mopane and what it might mean for UDW demand + structure of the deal 2) Noble's JU sales to Borr and OOD + terms and our overall thoughts on the transaction from Borr's point of view 3) Transocean's Skyros contract in Australia We used our latest Offshore Energy Services Resource everywhere we could in this piece and are continuing to build out a "commercial product" to help people"
X Link 2025-12-09T19:03Z 4369 followers, 2989 engagements
"TDC Position Update: We do not do this often but given its the end of the year and we put our thoughts and investment ideas out publicly in an effort to remain transparent we wanted to provide you with a snapshot of our current positions. Arcelor Mittal $MT Basis: $XXXXX Current Price: $XXXXX What Are We Doing: Holding Borr Drilling $BORR Basis: $XXXX Current Price: $XXXX What Are We Doing: Holding Transocean $RIG Basis: $XXXX Current Price: $XXXX What Are We Doing: Holding Tidewater $TDW Basis: $XXXXX Current Price: $XX What Are We Doing: Holding - adding under $XX LSB Industries $LXU Basis:"
X Link 2025-12-09T19:26Z 4369 followers, 2413 engagements
"@51793977C No Ive never gotten squiggly in my life. My point is sentiment is shit and nows a great time to buy"
X Link 2025-12-09T23:37Z 4368 followers, XXX engagements
"$NE Noble up next - looking forward to the conversation"
X Link 2025-11-13T19:54Z 4367 followers, 1226 engagements
"$NE Training simulators in house at Nobles offices are truly something. Very cool to have access to as its just Nobles and Maersk that have these systems in Nobles case they can help their active fleet in real time with logistical concerns and can pre drill a well virtually before its actually executed on location"
X Link 2025-11-13T22:30Z 4367 followers, 2071 engagements
"$TDW $NE $NVGS We had a fantastic time in Houston visiting with a number of companies we own and some we are interested in owning. The three I will run through in this post are Navigator Gas Tidewater and Noble. Navigator: The first thing I will say about Navigator is the executive team is incredibly sharp and open with the investor base with a deep understanding of the market with each member of the management team offering a unique perspective. Every executive and non-executive board member present at the meeting was interesting and highly knowledgeable about the market Navigator serves."
X Link 2025-11-13T23:54Z 4368 followers, 10.6K engagements
"$OLN $WLK $OXY Olin Corporation Thesis is out What we cover: 1) Business history 2) Industry Consolidation 3) Balance Sheet 4) Valuation Enjoy"
X Link 2025-11-19T02:31Z 4368 followers, 2181 engagements
"$TDW $RIG $VAL $NE $SDRL $SMHI Tidewater has grown into our firms largest position as we took advantage of the recent pull back in price to add a significant portion to this core position in our portfolio. It has been a while since we updated our readers on our thoughts on Tidewater so here it is In this piece we lay out: 1) Valuation 2) 2026-2027 Market Dynamics and Beyond 3) M&A Market Dynamics and Rationale for Each Potential Transaction"
X Link 2025-11-19T21:02Z 4368 followers, 5177 engagements
"$OLN $WLK $OXY Comparing US based production to Asian ECU costs the first critical input is the price of electricity which accounts for roughly XX% of ECU cost. There are three main costs that include Electricity Variable costs and fixed overhead costs shown below"
X Link 2025-11-20T18:31Z 4368 followers, 1068 engagements
"Meanwhile the assets to develop them trade at $0.10/1. You wont develop those assets until you pay a proper rate for the UDW assets $TDW $RIG $VAL $NE"
X Link 2025-11-27T23:57Z 4368 followers, 6481 engagements
"Yes thats how we see it and also we think about $BORR and $RIG ability to pay down debt and add alpha from a balance sheet clean up. Although $NE basically trades like it did out of bankruptcy despite a doubling of day rates and a smaller fleet ( from scrapping). I think the 5-7-10 year view is $RIG will win because the fleet is simply the best in the industry and these are no longer commodity assets"
X Link 2025-11-30T19:43Z 4368 followers, XXX engagements
"$SOC Is the pipeline still kicking"
X Link 2025-12-01T19:30Z 4367 followers, 4740 engagements
"$TDW $RIG $VAL $NE"
X Link 2025-12-02T21:52Z 4368 followers, 4539 engagements
"$TDW $RIG $NE $VAL $SDRL Why is everything offshore running today I cant find a lick of news that justifies the news"
X Link 2025-12-03T20:55Z 4368 followers, 10.3K engagements
"$RIG $VAL $NE $TDW $SDRL In reference to the Ultra Deepwater Drilling Resource we are launching here is what you can expect. First a Regional Summary page that details each market and what vessels are operating there currently"
X Link 2025-12-04T18:06Z 4368 followers, 2547 engagements
"$RIG $VAL $NE $SDRL We are roughly X vessels long in UDWs today. Meanwhile Galp is in open discussion with Total or Chevron for the Farm Out of Mopane. In the meantime Namibia still lags a lot of the necessary infrastructure vs markets like Guyana although if we assume the Namibia require a similar number of Rigs as Guyana the market gets very tight very quickly. Mopane alone is estimated to require 2-3 vessels. In addition Shell has had success in the Orange Basin (PEL 39) as well via Lesedi-1x (3 exploration wells and X appraisal well has been drilled by shell all leading to discoveries) -"
X Link 2025-12-04T20:58Z 4368 followers, 4922 engagements
"Mom how did we get so rich Dad went levered long in offshore energy services right before the biggest bull run of our life times #OOTT $XLE"
X Link 2025-12-09T03:18Z 4368 followers, 38.6K engagements
"Thats a totally fair point this was just my attempt at humor. The movement in oil pricing and the movement of the underlying equities has been quite interesting over the last few months potentially the read through is how these larger E&Ps operate is not going to change much based on the spot price fluxes in the interim"
X Link 2025-12-09T13:40Z 4368 followers, XXX engagements
"$TTE $GALP Winner Winner Chicken Dinner $RIG $VAL $NE $SDRL"
X Link 2025-12-09T15:08Z 4368 followers, XXX engagements
"Tomorrow @SFarringtonBKC and I will be chatting at 10AM EST on all things from the macro environment offshore energy value in land development equities and much more. Stay tuned for the release sometime tomorrow evening $RIG $VAL $NE $JOE $FPH $SPY $QQQ $IWM"
X Link 2025-12-10T22:02Z 4369 followers, XXX engagements
"Feels like with the deal $BORR just did there is no wiggle room for the cycle to move out to the right at all. 2026-2027 need to be strong years of util"
X Link 2025-12-10T22:04Z 4369 followers, XXX engagements