[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's recent activity seems to be focused on analyzing and sharing insights about various stocks. There is no clear indication of a specific event or development directly related to Armin Hartl. However, he appears to be researching and commenting on companies such as $ROOT, $HCC, and $VAL. ### Engagements: XXXXX [#](/creator/twitter::1884223861350133760/interactions)  - X Week XXXXXX +195% - X Month XXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1884223861350133760/posts_active)  - X Week XX -XXXX% - X Month XX -XX% ### Followers: XXX [#](/creator/twitter::1884223861350133760/followers)  - X Week XXX +11% - X Month XXX +21% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1884223861350133760/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$val](/topic/$val) #5, [$rig](/topic/$rig) #6, [$ne](/topic/$ne) #198, [$sdrl](/topic/$sdrl) #2, [$borr](/topic/$borr) #9, [$amr](/topic/$amr) #6, [$hcc](/topic/$hcc) #13, [$prxas](/topic/$prxas) #16, [val](/topic/val) #153, [$tdw](/topic/$tdw) #15 **Top accounts mentioned or mentioned by** [@elitefinpt](/creator/undefined) [@pwc](/creator/undefined) [@jsmith8286](/creator/undefined) [@bullreturns](/creator/undefined) [@kpmg](/creator/undefined) [@deloitte](/creator/undefined) [@eynews](/creator/undefined) [@mckinsey](/creator/undefined) [@bcg](/creator/undefined) [@boem](/creator/undefined) [@jimmysjournal](/creator/undefined) [@unusualwhales](/creator/undefined) [@hkuppy](/creator/undefined) [@mohnishpabrai](/creator/undefined) [@dividenddollar](/creator/undefined) [@prosusgroup](/creator/undefined) [@oldeconjunkie](/creator/undefined) [@t_stock88](/creator/undefined) [@icbarrett](/creator/undefined) [@kimsin6](/creator/undefined) **Top assets mentioned** [Validity (VAL)](/topic/$val) [Transocean LTD. (RIG)](/topic/$rig) [Noble Corporation (NE)](/topic/$ne) [Seadrill Limited (SDRL)](/topic/$sdrl) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Tidewater, Inc. (TDW)](/topic/$tdw) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Netflix Inc (NFLX)](/topic/$nflx) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) ### Top Social Posts Top posts by engagements in the last XX hours "Lets keep those contracts coming Im long $VAL mainly because of the drillships but a ramp-up in jackup demand is more than welcome too" [X Link](https://x.com/Armin_Hartl/status/1996974721221435862) 2025-12-05T16:07Z XXX followers, XXX engagements "Projections for offshore rig surplus look promising for the next two years. An updated estimate for jackups after the Aramco rumours would be interesting tho. $VAL $RIG $SDRL $NE $BORR" [X Link](https://x.com/Armin_Hartl/status/1997267276962156876) 2025-12-06T11:30Z XXX followers, 1544 engagements "Rising operationsl costs/inflation and contractor availability are among the top challenges for offshore drilling as per an Offshore reader poll (most participants were in management and consulting roles). The sound of music in my ears $VAL $RIG $NE $SDRL $BORR" [X Link](https://x.com/Armin_Hartl/status/1997321381432750361) 2025-12-06T15:05Z XXX followers, XXX engagements "Global offshore rig utilisation and contracted rig years decreased in November. Nothing to worry about yet but curious when the reflection upwards will materialize in utilisation. $VAL $RIG $NE $SDRL $BORR" [X Link](https://x.com/Armin_Hartl/status/1997742909207237017) 2025-12-07T19:00Z XXX followers, XXX engagements "Offshore EPC awards are expected to grow by XX% in 2026 totalling 61.6bn. $VAL $RIG $NE $SDRL $BORR" [X Link](https://x.com/Armin_Hartl/status/1997693834969387515) 2025-12-07T15:45Z XXX followers, XXX engagements "Drillers are in a weird situation. I've heard no valid argument why the fundamental thesis on $VAL $RIG $NE etc. were to be false yet most drillers trade at a massive discount. We can argue about timing and which stock is best positioned but hard to refute the general thesis" [X Link](https://x.com/Armin_Hartl/status/1997989168559882615) 2025-12-08T11:18Z XXX followers, 4189 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) 2025-09-11T14:40Z XXX followers, 1053 engagements "@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) 2025-09-17T07:51Z XXX followers, XXX 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) 2025-09-17T07:54Z XXX followers, XX engagements "Mohnish Pabrai shifted his offshore drilling bet from the initial combination of $VAL $NE and $TDW to only $RIG as per Q3 mutual fund disclosures. Reducing his offshore exposure from XX% to X% Pabrai leans heavily on met coal ( $HCC $AMR) with exposure of XX% - up from 15%" [X Link](https://x.com/Armin_Hartl/status/1980590134782488593) 2025-10-21T11:01Z XXX followers, 40.2K engagements "$TCEHY announced XX% revenue growth margin expansion and share repurchases amounting to HKD21.1bn (0.4% of mkt cap). $PRX.AS the dutch internet holding owning XX% of Tencent - making up the vast matority of its NAV - is up X% on the news" [X Link](https://x.com/Armin_Hartl/status/1988894375825309761) 2025-11-13T08:59Z XXX followers, XXX engagements "Valuation of largest offshore drillers ( $VAL $NE $RIG $SDRL)" [X Link](https://x.com/Armin_Hartl/status/1989750755553914992) 2025-11-15T17:42Z XXX followers, 1320 engagements "With all the AI discussions going on I'm quite happy to have a somewhat boring portfolio containing names like Prosus $PRX.AS. Shares are up more than XX% YTD and the value is growing double digits while the P/E (LTM) sits at 13x. I prefer this all the way to AI speculations" [X Link](https://x.com/Armin_Hartl/status/1991485334644043924) 2025-11-20T12:34Z XXX followers, XXX engagements "Rig attrition is accelerating amid lower utilisation rates. $RIG $VAL and $NE control the pool of cold-staked drillships (14 rigs) but selling does not make sense as this increases supply thereby reducing pricing power. Thus they either remain cold-stacked or are converted" [X Link](https://x.com/Armin_Hartl/status/1992217903303729597) 2025-11-22T13:05Z XXX followers, XXX engagements "$AMR announced 2026 domestic sales commitments. 3.6mt to be sold at an average price of 136.75/t a XX% reduction vs. 2025 levels (as per Q3-25). Nevertheless this price is above realization for the last X quarters locking in XX% of 26E total shipments at a margin of 27%" [X Link](https://x.com/Armin_Hartl/status/1993549835161772205) 2025-11-26T05:18Z XXX followers, XXX engagements "Close to a year old but worth re-iterating I cant find a hole in the offshore thesis even though Petrobras pushed back some projects. Well at least if you are a long-term oriented investor. $VAL $RIG $NE $SDRL" [X Link](https://x.com/Armin_Hartl/status/1993750053861957680) 2025-11-26T18:33Z XXX followers, 2261 engagements "Youre intuition as investor cant be too bad if Charlie Munger had an interest in one of your investments. Whether you found it yourself or cloned the idea pulling the trigger nevertheless requires conviction. $AMR $HCC $METC $CNR" [X Link](https://x.com/Armin_Hartl/status/1994060758104084783) 2025-11-27T15:08Z XXX followers, XXX engagements "Thats music in the ears for all $RIG $VAL $SDRL $TDW holders" [X Link](https://x.com/Armin_Hartl/status/1994473120837566963) 2025-11-28T18:27Z XXX followers, XXX engagements "Met coal prices gained to nearly 200/t amid low liquidity as per the coal hub. India SEA and NA demand is expected to increase further bolstering prices. $HCC $AMR" [X Link](https://x.com/Armin_Hartl/status/1995832973250453694) 2025-12-02T12:30Z XXX followers, XXX engagements "Struggling to find good tech investment ideas $PRX.AS stake in Tencent is worth EUR XX vs. current price of XX. On top you get an basket of EM AI-enabled cashflowing commerce businesses and the largest share buyback of any tech firm. Tencent itself is not even expensive" [X Link](https://x.com/Armin_Hartl/status/1996205858217509305) 2025-12-03T13:12Z XXX followers, XXX engagements "$HCC and $AMR are on a surge today Quick reminder where the companies are trading when met coal prices are below 200/t. This price is probably below marginal producer levels thus offering upside. XX% of AMRs market cap is net cash waiting to be deployed via share buybacks" [X Link](https://x.com/Armin_Hartl/status/1996243449679376499) 2025-12-03T15:41Z XXX followers, 1603 engagements "*Met coal miners and offshore drillers $AMR $HCC $VAL $RIG $NE" [X Link](https://x.com/Armin_Hartl/status/1996548643667747046) 2025-12-04T11:54Z XXX followers, 5504 engagements "$VAL $RIG and $NE were on a tear yesterday. Quick reminder about their relative valuations. Dayrates are still in the 400s and need to at least double before new ships can be orders. That's pure incremental profit. These assets are vital for global economy as we know it" [X Link](https://x.com/Armin_Hartl/status/1996580499293122656) 2025-12-04T14:01Z XXX followers, 3816 engagements "@JSmith8286 This would still be early. If new orders only make sense when rates hit 800s and shipyards have limited capacity to build ships with years of delivery time elevated rates can be obtained for many years" [X Link](https://x.com/Armin_Hartl/status/1996772826435424440) 2025-12-05T02:45Z XXX followers, XXX engagements "$PRX.AS quaterly NAV plus yesterday. The discount is widening again. You can buy $TCEHY at a XX% discount and get 500m in RR EBIT from fast growing e-com businesses on top. Tencent itself doesn't even trade expensive. @Prosusgroup pls ramp up buybacks w/o selling Tencent🙏" [X Link](https://x.com/Armin_Hartl/status/1996936943389532372) 2025-12-05T13:37Z XXX followers, XXX engagements "SEA is expected to award USD 37bn in new offshore contracts. Global EPCI spending is projected to reach USD 310bn cumulatively through 2029with APAC accounting for XX% of this spend. Indonesia and Malaysia are the main drivers in the region. $VAL $RIG $NE $SDRL $BORR" [X Link](https://x.com/Armin_Hartl/status/1997637214986281406) 2025-12-07T12:00Z XXX followers, XXX engagements "Streaming will become very expensive very soon $PSKY makes $XXXXX billion hostile bid for Warner Bros Discovery after $NFLX bid of 82.7bn. The new bid offers a premium of XX% over Netflix' offer a rather sizable increase" [X Link](https://x.com/Armin_Hartl/status/1998047815298404458) 2025-12-08T15:11Z 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.]
@Armin_Hartl Armin Hartl
Armin Hartl's recent activity seems to be focused on analyzing and sharing insights about various stocks. There is no clear indication of a specific event or development directly related to Armin Hartl. However, he appears to be researching and commenting on companies such as $ROOT, $HCC, and $VAL.
Engagements: XXXXX #
- X Week XXXXXX +195%
- X Month XXXXXX -XX%
Mentions: XX #
- X Week XX -XXXX%
- X Month XX -XX%
Followers: XXX #
- X Week XXX +11%
- X Month XXX +21%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence cryptocurrencies XXXXX% finance XXXXX% technology brands XXXX% stocks XXXX% countries XXXX% currencies XXXX%
Social topic influence $val #5, $rig #6, $ne #198, $sdrl #2, $borr #9, $amr #6, $hcc #13, $prxas #16, val #153, $tdw #15
Top accounts mentioned or mentioned by @elitefinpt @pwc @jsmith8286 @bullreturns @kpmg @deloitte @eynews @mckinsey @bcg @boem @jimmysjournal @unusualwhales @hkuppy @mohnishpabrai @dividenddollar @prosusgroup @oldeconjunkie @t_stock88 @icbarrett @kimsin6
Top assets mentioned Validity (VAL) Transocean LTD. (RIG) Noble Corporation (NE) Seadrill Limited (SDRL) Alpha Metallurgical Resources, Inc. (AMR) Warrior Met Coal, Inc. (HCC) Tidewater, Inc. (TDW) Ramaco Resources, Inc. Common Stock (METC) Cornerstone Building Brands, Inc. (CNR) Netflix Inc (NFLX) Paramount Skydance Corporation Class B Common Stock (PSKY)
Top Social Posts
Top posts by engagements in the last XX hours
"Lets keep those contracts coming Im long $VAL mainly because of the drillships but a ramp-up in jackup demand is more than welcome too"
X Link 2025-12-05T16:07Z XXX followers, XXX engagements
"Projections for offshore rig surplus look promising for the next two years. An updated estimate for jackups after the Aramco rumours would be interesting tho. $VAL $RIG $SDRL $NE $BORR"
X Link 2025-12-06T11:30Z XXX followers, 1544 engagements
"Rising operationsl costs/inflation and contractor availability are among the top challenges for offshore drilling as per an Offshore reader poll (most participants were in management and consulting roles). The sound of music in my ears $VAL $RIG $NE $SDRL $BORR"
X Link 2025-12-06T15:05Z XXX followers, XXX engagements
"Global offshore rig utilisation and contracted rig years decreased in November. Nothing to worry about yet but curious when the reflection upwards will materialize in utilisation. $VAL $RIG $NE $SDRL $BORR"
X Link 2025-12-07T19:00Z XXX followers, XXX engagements
"Offshore EPC awards are expected to grow by XX% in 2026 totalling 61.6bn. $VAL $RIG $NE $SDRL $BORR"
X Link 2025-12-07T15:45Z XXX followers, XXX engagements
"Drillers are in a weird situation. I've heard no valid argument why the fundamental thesis on $VAL $RIG $NE etc. were to be false yet most drillers trade at a massive discount. We can argue about timing and which stock is best positioned but hard to refute the general thesis"
X Link 2025-12-08T11:18Z XXX followers, 4189 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 2025-09-11T14:40Z XXX followers, 1053 engagements
"@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 2025-09-17T07:51Z XXX followers, XXX 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 2025-09-17T07:54Z XXX followers, XX engagements
"Mohnish Pabrai shifted his offshore drilling bet from the initial combination of $VAL $NE and $TDW to only $RIG as per Q3 mutual fund disclosures. Reducing his offshore exposure from XX% to X% Pabrai leans heavily on met coal ( $HCC $AMR) with exposure of XX% - up from 15%"
X Link 2025-10-21T11:01Z XXX followers, 40.2K engagements
"$TCEHY announced XX% revenue growth margin expansion and share repurchases amounting to HKD21.1bn (0.4% of mkt cap). $PRX.AS the dutch internet holding owning XX% of Tencent - making up the vast matority of its NAV - is up X% on the news"
X Link 2025-11-13T08:59Z XXX followers, XXX engagements
"Valuation of largest offshore drillers ( $VAL $NE $RIG $SDRL)"
X Link 2025-11-15T17:42Z XXX followers, 1320 engagements
"With all the AI discussions going on I'm quite happy to have a somewhat boring portfolio containing names like Prosus $PRX.AS. Shares are up more than XX% YTD and the value is growing double digits while the P/E (LTM) sits at 13x. I prefer this all the way to AI speculations"
X Link 2025-11-20T12:34Z XXX followers, XXX engagements
"Rig attrition is accelerating amid lower utilisation rates. $RIG $VAL and $NE control the pool of cold-staked drillships (14 rigs) but selling does not make sense as this increases supply thereby reducing pricing power. Thus they either remain cold-stacked or are converted"
X Link 2025-11-22T13:05Z XXX followers, XXX engagements
"$AMR announced 2026 domestic sales commitments. 3.6mt to be sold at an average price of 136.75/t a XX% reduction vs. 2025 levels (as per Q3-25). Nevertheless this price is above realization for the last X quarters locking in XX% of 26E total shipments at a margin of 27%"
X Link 2025-11-26T05:18Z XXX followers, XXX engagements
"Close to a year old but worth re-iterating I cant find a hole in the offshore thesis even though Petrobras pushed back some projects. Well at least if you are a long-term oriented investor. $VAL $RIG $NE $SDRL"
X Link 2025-11-26T18:33Z XXX followers, 2261 engagements
"Youre intuition as investor cant be too bad if Charlie Munger had an interest in one of your investments. Whether you found it yourself or cloned the idea pulling the trigger nevertheless requires conviction. $AMR $HCC $METC $CNR"
X Link 2025-11-27T15:08Z XXX followers, XXX engagements
"Thats music in the ears for all $RIG $VAL $SDRL $TDW holders"
X Link 2025-11-28T18:27Z XXX followers, XXX engagements
"Met coal prices gained to nearly 200/t amid low liquidity as per the coal hub. India SEA and NA demand is expected to increase further bolstering prices. $HCC $AMR"
X Link 2025-12-02T12:30Z XXX followers, XXX engagements
"Struggling to find good tech investment ideas $PRX.AS stake in Tencent is worth EUR XX vs. current price of XX. On top you get an basket of EM AI-enabled cashflowing commerce businesses and the largest share buyback of any tech firm. Tencent itself is not even expensive"
X Link 2025-12-03T13:12Z XXX followers, XXX engagements
"$HCC and $AMR are on a surge today Quick reminder where the companies are trading when met coal prices are below 200/t. This price is probably below marginal producer levels thus offering upside. XX% of AMRs market cap is net cash waiting to be deployed via share buybacks"
X Link 2025-12-03T15:41Z XXX followers, 1603 engagements
"*Met coal miners and offshore drillers $AMR $HCC $VAL $RIG $NE"
X Link 2025-12-04T11:54Z XXX followers, 5504 engagements
"$VAL $RIG and $NE were on a tear yesterday. Quick reminder about their relative valuations. Dayrates are still in the 400s and need to at least double before new ships can be orders. That's pure incremental profit. These assets are vital for global economy as we know it"
X Link 2025-12-04T14:01Z XXX followers, 3816 engagements
"@JSmith8286 This would still be early. If new orders only make sense when rates hit 800s and shipyards have limited capacity to build ships with years of delivery time elevated rates can be obtained for many years"
X Link 2025-12-05T02:45Z XXX followers, XXX engagements
"$PRX.AS quaterly NAV plus yesterday. The discount is widening again. You can buy $TCEHY at a XX% discount and get 500m in RR EBIT from fast growing e-com businesses on top. Tencent itself doesn't even trade expensive. @Prosusgroup pls ramp up buybacks w/o selling Tencent🙏"
X Link 2025-12-05T13:37Z XXX followers, XXX engagements
"SEA is expected to award USD 37bn in new offshore contracts. Global EPCI spending is projected to reach USD 310bn cumulatively through 2029with APAC accounting for XX% of this spend. Indonesia and Malaysia are the main drivers in the region. $VAL $RIG $NE $SDRL $BORR"
X Link 2025-12-07T12:00Z XXX followers, XXX engagements
"Streaming will become very expensive very soon $PSKY makes $XXXXX billion hostile bid for Warner Bros Discovery after $NFLX bid of 82.7bn. The new bid offers a premium of XX% over Netflix' offer a rather sizable increase"
X Link 2025-12-08T15:11Z XXX followers, XXX engagements