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# ![@ICBarrett Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1533528124138430465.png) @ICBarrett Yeoman of Ivy Grottage

Yeoman of Ivy Grottage posts on X about $rig, $val, $ne, $sdrl the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1533528124138430465/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1533528124138430465/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +9.10%

### Mentions: X [#](/creator/twitter::1533528124138430465/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1533528124138430465/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +5.60%
- X Months XXX -XX%
- X Year XXX +39%

### Followers: XXXXX [#](/creator/twitter::1533528124138430465/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1533528124138430465/c:line/m:followers.svg)

- X Week XXXXX +0.37%
- X Month XXXXX +0.24%
- X Months XXXXX +17%
- X Year XXXXX +44%

### CreatorRank: undefined [#](/creator/twitter::1533528124138430465/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1533528124138430465/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1533528124138430465/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$rig](/topic/$rig) #16, [$val](/topic/$val) #14, [$ne](/topic/$ne) #568, [$sdrl](/topic/$sdrl) #4, [$oih](/topic/$oih) #3, [rig](/topic/rig) 3.03%, [$200k](/topic/$200k) 2.02%, [brazil](/topic/brazil) 1.01%, [shell](/topic/shell) 1.01%, [$150k](/topic/$150k) XXXX%

**Top accounts mentioned or mentioned by**
[@tommydeepwater](/creator/undefined) [@foamontherunway](/creator/undefined) [@ultradeep3](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@joncostello](/creator/undefined) [@mugsluck](/creator/undefined) [@ragingbullcap](/creator/undefined) [@jaconet1967](/creator/undefined) [@hfiresearch](/creator/undefined) [@energyrealist25](/creator/undefined) [@tylerhardt](/creator/undefined) [@fordwealth](/creator/undefined) [@mike_oil_invest](/creator/undefined) [@fjordphil](/creator/undefined) [@sayssimulation](/creator/undefined) [@traderferg](/creator/undefined) [@texastradman](/creator/undefined) [@athelascapital](/creator/undefined) [@bankerweimar](/creator/undefined) [@guitarbarr](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Seadrill Limited (SDRL)](/topic/$sdrl) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Black Stone Minerals, L.P. (BSM)](/topic/$bsm) [Fetch (FET)](/topic/$fet) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Uranium Energy Corp. (UEC)](/topic/$uec) [Centrus Energy Corp. (LEU)](/topic/$leu) [VeChain (VET)](/topic/$vet)
### Top Social Posts [#](/creator/twitter::1533528124138430465/posts)
---
Top posts by engagements in the last XX hours

"$OIH $RIG $VAL $NE $SDRL This is a terrific chart 👇"  
[X Link](https://x.com/ICBarrett/status/1974457767202283863) [@ICBarrett](/creator/x/ICBarrett) 2025-10-04T12:53Z 1640 followers, 3866 engagements


"$RIG just has a better / differentiated fleet vs. $NE $VAL & $SDRL: majority of it is not (as) directly affected by competition within 'standard' 7G segment. $NE will have two 7G+ after upgrading them for the (probably worse than they seem) Shell contracts they 'won' from $RIG earlier this year. The 8Gs got a $150k / day premium on initial contracts. Now premium 'reconfirmed' at $200k / day in a soft market. How much more is an 8G rig worth vs. standard high spec 7G when it generates $50-70m in additional cash flow / profit per year over the long run I have long said they will prove to be"  
[X Link](https://x.com/ICBarrett/status/1974101917560156670) [@ICBarrett](/creator/x/ICBarrett) 2025-10-03T13:19Z 1640 followers, 4470 engagements


"Gold is either going to fall or oil rise - or perhaps more likely some of both. People who sound smart like Doomberg who say 'the world is awash in hydrocarbons' and the blow out of gold / oil ratio is irrelevant fail a basic common sense test. At extreme gold / other real assets prices gold will be converted back into those other real assets: it's just another arbitrage that'll close"  
[X Link](https://x.com/ICBarrett/status/1977455796771516524) [@ICBarrett](/creator/x/ICBarrett) 2025-10-12T19:26Z 1640 followers, 5711 engagements


"$OIH $RIG $VAL $NE $SDRL It's been a LONG offshore winter since 2014. Most can't even imagine a newbuild cycle - or simply ridicule the required economics. If oil & gas aren't going away for decades at least (and they're not) - it'll happen again regardless of how implausible it seems now"  
[X Link](https://x.com/ICBarrett/status/1950236766713094464) [@ICBarrett](/creator/x/ICBarrett) 2025-07-29T16:47Z 1639 followers, 3962 engagements


"$OIH $RIG $VAL $NE $SDRL"  
[X Link](https://x.com/ICBarrett/status/1979155206249062862) [@ICBarrett](/creator/x/ICBarrett) 2025-10-17T11:59Z 1641 followers, 1791 engagements


"$OIH $RIG $VAL $NE $SDRL "Day rates have risen from around $200000 per day to around $400000 per day since I started my position in Transocean (RIG) and the stock price has gone from $X to $X and back to $X. It is one of those positions that seems to me to be inevitable but painful." @SFarringtonBKC is bang on. I have a theory re: stocks like $RIG uranium thesis etc: the simpler a thesis and more likely to be correct / inevitable - the harder the path the market will take to eventually get there. The market will always make investing hard one way or another. For simple theses it will be the"  
[X Link](https://x.com/ICBarrett/status/1962240067809812574) [@ICBarrett](/creator/x/ICBarrett) 2025-08-31T19:44Z 1639 followers, 6489 engagements


"@FjordPhil That's more 'pure luck' after you sold your $RIG stock on the recent $XXXX spike. Which god are you praying to (So I can offer some up 😂)"  
[X Link](https://x.com/ICBarrett/status/1977656469379297471) [@ICBarrett](/creator/x/ICBarrett) 2025-10-13T08:43Z 1640 followers, XXX engagements


"$OIH $RIG $NE $SDRL $VAL Interesting comparison: in same week $NE signs X year extensions for two of its highest spec 7Gs for $422k/day - and $RIG announces one year contract extension (priced option) for Atlas one of its two 8Gs for only X year afterwards for $635k / day. $200k / day is officially the current '8G premium'. Opex likely similar that's $70m / year of additional cashflow (and they have two 8Gs). Significant premium likely to persist in monopoly 20k PSI market - Atlas extension likely tied to BP's Tiber FID (see @TommyDeepwater's post below)"  
[X Link](https://x.com/ICBarrett/status/1974048029020737753) [@ICBarrett](/creator/x/ICBarrett) 2025-10-03T09:45Z 1640 followers, 2453 engagements