[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.] #  @Armin_Hartl Armin Hartl Armin Hartl posts on X about $val, $ne, $rig, $sdrl the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1884223861350133760/interactions)  - X Week XXXXX +31% - X Month XXXXXX +118% ### Mentions: XX [#](/creator/twitter::1884223861350133760/posts_active)  - X Week XX +44% - X Month XX +193% ### Followers: XXX [#](/creator/twitter::1884223861350133760/followers)  - X Week XXX +19% - X Month XXX +145% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1884223861350133760/influencer_rank)  ### Social Influence [#](/creator/twitter::1884223861350133760/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$val](/topic/$val) #3, [$ne](/topic/$ne) #425, [$rig](/topic/$rig) #5, [$sdrl](/topic/$sdrl) #1, [val](/topic/val) #324, [$crnax](/topic/$crnax) #1, [$hcc](/topic/$hcc) #1, [transactions](/topic/transactions) 3.39%, [$tavhy](/topic/$tavhy) #1, [$fgwlf](/topic/$fgwlf) #1 **Top accounts mentioned or mentioned by** [@pcebotte](/creator/undefined) [@pwc](/creator/undefined) [@anderssjastad](/creator/undefined) [@tylerhardt](/creator/undefined) [@mohnishpabrai](/creator/undefined) [@kpmg](/creator/undefined) [@deloitte](/creator/undefined) [@eynews](/creator/undefined) [@mckinsey](/creator/undefined) [@bcg](/creator/undefined) [@davidsacks](/creator/undefined) [@ippokratisbob](/creator/undefined) [@gp_stonks](/creator/undefined) [@aamannolu](/creator/undefined) [@bakkenshale](/creator/undefined) **Top assets mentioned** [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Transocean LTD. (RIG)](/topic/$rig) [Seadrill Limited (SDRL)](/topic/$sdrl) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Tidewater, Inc. (TDW)](/topic/$tdw) [NVR, Inc. (NVR)](/topic/$nvr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alibaba Group (BABA)](/topic/$baba) ### Top Social Posts [#](/creator/twitter::1884223861350133760/posts) --- Top posts by engagements in the last XX hours "@PwC analysed the European airport transactions showing increasing multiples from 2000 to 2018. Does anyone have an updated version/alternative source up until 2024 The more granular the better. $TAVHY $FGWLF $FHZN.SW $ADP.PA @KPMG @Deloitte @EYnews @McKinsey @BCG" [X Link](https://x.com/Armin_Hartl/status/1968221373266006050) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-17T07:51Z XXX followers, XX engagements "@PwC analysed the European airport transactions showing increasing multiples until 2018. Does anyone have an updated version/alternative source up until 2024 The more granular the better. $TAVHY $FGWLF $FHZN.SW $ADP.PA" [X Link](https://x.com/Armin_Hartl/status/1968222101590229295) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-09-17T07:54Z XXX followers, XX engagements "$CRN.AX has 10x potential significantly more upside than $HCC or $AMR due to Coronado's low valuation. I dissected unit economics supply contracts coal quality P&L trends and contextualized valuation to derive to the above conclution. Check it out:" [X Link](https://x.com/Armin_Hartl/status/1976523242778087655) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-10T05:40Z XXX followers, 1008 engagements "$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 "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 $TDW More sector background:" [X Link](https://x.com/Armin_Hartl/status/1973809786530472413) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-02T17:58Z XXX followers, 1380 engagements "$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 "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 "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 "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 "@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 "Li Lu bought a massive stake in $PDD last quarter. PDD has the highest growth among $JD $BABA and $AMZN while trading at only a FCF multiple of only 13.9x. The ridcilously cheap trading times are over but this still looks like an attractive setup to start digging a bit more" [X Link](https://x.com/Armin_Hartl/status/1979447397764788645) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-18T07:20Z XXX followers, 2252 engagements "$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 "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, 1685 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 "Offshore Mag expects the Middle East to drive offshore upstream growth by investing USD 260bn between 2025 and 2030. That's not drilling specific but there has to be increased drilling otherwise there are no projects. $VAL $NE $SDRL $RIG" [X Link](https://x.com/Armin_Hartl/status/1974089181501731010) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-03T12:28Z XXX followers, XXX 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 "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 ""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, 1138 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. $NE" [X Link](https://x.com/Armin_Hartl/status/1979135518697742428) [@Armin_Hartl](/creator/x/Armin_Hartl) 2025-10-17T10:40Z XXX followers, XXX engagements "$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 "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, XX 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.]
@Armin_Hartl Armin Hartl
Armin Hartl posts on X about $val, $ne, $rig, $sdrl the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX +31%
- X Month XXXXXX +118%
Mentions: XX #
- X Week XX +44%
- X Month XX +193%
Followers: XXX #
- X Week XXX +19%
- X Month XXX +145%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence cryptocurrencies XXXXX% countries XXXX% stocks XXXX% finance XXXX% currencies XXXX% travel destinations XXXX% technology brands XXXX%
Social topic influence $val #3, $ne #425, $rig #5, $sdrl #1, val #324, $crnax #1, $hcc #1, transactions 3.39%, $tavhy #1, $fgwlf #1
Top accounts mentioned or mentioned by @pcebotte @pwc @anderssjastad @tylerhardt @mohnishpabrai @kpmg @deloitte @eynews @mckinsey @bcg @davidsacks @ippokratisbob @gp_stonks @aamannolu @bakkenshale
Top assets mentioned Validity (VAL) Noble Corporation (NE) Transocean LTD. (RIG) Seadrill Limited (SDRL) Warrior Met Coal, Inc. (HCC) Alpha Metallurgical Resources, Inc. (AMR) Tidewater, Inc. (TDW) NVR, Inc. (NVR) Amazon.com, Inc. (AMZN) Alibaba Group (BABA)
Top Social Posts #
Top posts by engagements in the last XX hours
"@PwC analysed the European airport transactions showing increasing multiples from 2000 to 2018. Does anyone have an updated version/alternative source up until 2024 The more granular the better. $TAVHY $FGWLF $FHZN.SW $ADP.PA @KPMG @Deloitte @EYnews @McKinsey @BCG"
X Link @Armin_Hartl 2025-09-17T07:51Z XXX followers, XX engagements
"@PwC analysed the European airport transactions showing increasing multiples until 2018. Does anyone have an updated version/alternative source up until 2024 The more granular the better. $TAVHY $FGWLF $FHZN.SW $ADP.PA"
X Link @Armin_Hartl 2025-09-17T07:54Z XXX followers, XX engagements
"$CRN.AX has 10x potential significantly more upside than $HCC or $AMR due to Coronado's low valuation. I dissected unit economics supply contracts coal quality P&L trends and contextualized valuation to derive to the above conclution. Check it out:"
X Link @Armin_Hartl 2025-10-10T05:40Z XXX followers, 1008 engagements
"$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 @Armin_Hartl 2025-09-11T11:23Z 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 $TDW More sector background:"
X Link @Armin_Hartl 2025-10-02T17:58Z XXX followers, 1380 engagements
"$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 @Armin_Hartl 2025-10-13T12:40Z XXX followers, XXX 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 @Armin_Hartl 2025-10-15T12:30Z XXX followers, XXX 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 @Armin_Hartl 2025-10-16T12:29Z XXX followers, XXX 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 @Armin_Hartl 2025-10-17T06:04Z XXX followers, XX engagements
"@DavidSacks Are these inflation adjusted numbers"
X Link @Armin_Hartl 2025-10-18T07:00Z XXX followers, XX engagements
"Li Lu bought a massive stake in $PDD last quarter. PDD has the highest growth among $JD $BABA and $AMZN while trading at only a FCF multiple of only 13.9x. The ridcilously cheap trading times are over but this still looks like an attractive setup to start digging a bit more"
X Link @Armin_Hartl 2025-10-18T07:20Z XXX followers, 2252 engagements
"$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 @Armin_Hartl 2025-10-18T10:44Z XXX followers, XXX 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 @Armin_Hartl 2025-09-09T11:14Z XXX followers, 1685 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 @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 @Armin_Hartl 2025-09-23T18:35Z XXX followers, XXX engagements
"Offshore Mag expects the Middle East to drive offshore upstream growth by investing USD 260bn between 2025 and 2030. That's not drilling specific but there has to be increased drilling otherwise there are no projects. $VAL $NE $SDRL $RIG"
X Link @Armin_Hartl 2025-10-03T12:28Z XXX followers, XXX 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 @Armin_Hartl 2025-10-04T12:01Z 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 @Armin_Hartl 2025-10-04T17:01Z XXX followers, 1972 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 @Armin_Hartl 2025-10-14T17:23Z XXX followers, 1138 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 $AMR"
X Link @Armin_Hartl 2025-10-15T12:48Z XXX followers, XXX engagements
"$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. $NE"
X Link @Armin_Hartl 2025-10-17T10:40Z XXX followers, XXX engagements
"$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 @Armin_Hartl 2025-10-19T11:12Z 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 @Armin_Hartl 2025-10-19T15:16Z XXX followers, XX engagements