# ![@mike_oil_invest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1670082436737429504.png) @mike_oil_invest MikeOilInvestThomas

MikeOilInvestThomas posts on X about $rig, silver, gold, $val the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1670082436737429504/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1670082436737429504/c:line/m:interactions.svg)

- [--] Week [-----] +16%
- [--] Month [------] +165%
- [--] Months [------] -61%
- [--] Year [-------] -70%

### Mentions: [--] [#](/creator/twitter::1670082436737429504/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1670082436737429504/c:line/m:posts_active.svg)

- [--] Week [--] -26%
- [--] Month [---] +55%
- [--] Months [---] -62%
- [--] Year [-----] -9.60%

### Followers: [---] [#](/creator/twitter::1670082436737429504/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1670082436737429504/c:line/m:followers.svg)

- [--] Week [---] +0.80%
- [--] Month [---] +3.20%
- [--] Months [---] +5.90%
- [--] Year [---] +33%

### CreatorRank: [---------] [#](/creator/twitter::1670082436737429504/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1670082436737429504/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  53.79% [stocks](/list/stocks)  31.82% [cryptocurrencies](/list/cryptocurrencies)  31.06% [countries](/list/countries)  18.94% [exchanges](/list/exchanges)  1.52% [travel destinations](/list/travel-destinations)  1.52% [currencies](/list/currencies)  1.52% [technology brands](/list/technology-brands)  0.76%

**Social topic influence**
[$rig](/topic/$rig) #31, [silver](/topic/silver) #3054, [gold](/topic/gold) 18.94%, [$val](/topic/$val) #27, [$ne](/topic/$ne) #359, [money](/topic/money) 12.12%, [$xom](/topic/$xom) #34, [oil](/topic/oil) 11.36%, [$seiv](/topic/$seiv) 11.36%, [$seusf](/topic/$seusf) 10.61%

**Top accounts mentioned or mentioned by**
[@tommydeepwater](/creator/undefined) [@kingkong9888](/creator/undefined) [@dondurrett](/creator/undefined) [@macrobysunil](/creator/undefined) [@mikeoilinvest](/creator/undefined) [@capconstrained](/creator/undefined) [@sintanaenergy](/creator/undefined) [@mbaeconomics1](/creator/undefined) [@davidbateman](/creator/undefined) [@bitterdraught](/creator/undefined) [@baldguymoney](/creator/undefined) [@ekwufinance](/creator/undefined) [@minenergybiz](/creator/undefined) [@andyjay16634390](/creator/undefined) [@premofn1](/creator/undefined) [@almostmongolian](/creator/undefined) [@tarbay14](/creator/undefined) [@namevalue](/creator/undefined) [@ceodotca](/creator/undefined) [@themavlife](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Exxon Mobil (XOM)](/topic/$xom) [Assemble Protocol (ASM)](/topic/$asm) [Borr Drilling Limited (BORR)](/topic/$borr) [Convex Finance (CVX)](/topic/$cvx) [TotalEnergies SE (TTE)](/topic/$tte) [Newmont Corporation (NEM)](/topic/$nem) [Seadrill Limited (SDRL)](/topic/$sdrl) [Tidewater, Inc. (TDW)](/topic/$tdw) [Hecla Mining Company (HL)](/topic/$hl) [APA Corp (US) (APA)](/topic/$apa) [TechnipFMC (FTI)](/topic/$fti) [PolkaBridge (PBR)](/topic/$pbr) [Aris Mining Corporation (ARMN)](/topic/$armn) [New Gold Inc. (NGD)](/topic/$ngd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Big Back Offense Value Investing: $VZLA Volatility was the name of the game for Team Vizsla's porker marathon. Several players have already dropped out. Staying in continuing to ante up for a Royal Flush"  
[X Link](https://x.com/mike_oil_invest/status/2022424339359162753)  2026-02-13T21:35Z [---] followers, [---] engagements


"Agree 💯%. W/ Team Vizsla Silver $VZLA security and permits can be resolved. My view shouldn't be considered as marketing or damage control. Just Investing rationale similar to what others did w/physical #Silver as prices dropped. They started buying"  
[X Link](https://x.com/mike_oil_invest/status/2022473020661731820)  2026-02-14T00:48Z [---] followers, [---] engagements


"@TommyDeepwater Thanks for the update. This deal along with what $NE did are game changer for the "Offshore Drilling Majors" (coin it 😉). Would loved to have been a fly on the wall when PP heard the news"  
[X Link](https://x.com/mike_oil_invest/status/2022694881458819356)  2026-02-14T15:30Z [---] followers, [---] engagements


"That same mega-Bank disallowed further purchases of $ARGTF Artemis Gold in it's self directed account. So it's now countiued in another account. Guess they didn't want the low cost [--] Headed Monster plan of $ARMN + $NGD alongside $NEM in portfolio. #Gold #Silver @KingKong9888 A certain mega-Bank that recently moved their precious metals trading desk to Singapore months ago stopped the continued accumulating of $VZLA Vizla Sliver in it's basic account. That's a $2 Billion company on the NYSE American exchange. https://t.co/cTvy6JkuHN @KingKong9888 A certain mega-Bank that recently moved their"  
[X Link](https://x.com/mike_oil_invest/status/2011414258236695013)  2026-01-14T12:25Z [---] followers, [---] engagements


"With the upcoming refocus of #Gold #Silver as money [--] heavy hitters such as $NEM Newmont $AEM Agnico Eagle Mines can serve as cornerstones of a portfolio. Big fan of large cap miners because once Wall Street starts drinking the Kool-aid they will purchase for Funds"  
[X Link](https://x.com/mike_oil_invest/status/2014041969836675187)  2026-01-21T18:26Z [---] followers, [---] engagements


"@MBAeconomics1 Message to $HL Hecla: Hands off of $ASM Team Avino Silver And Gold Mines & their star player The La Preciosa Punisher without a starting Floor Offer of 💯% premium to compensate for Hecla's management and moves"  
[X Link](https://x.com/mike_oil_invest/status/2016336353685025208)  2026-01-28T02:23Z [---] followers, [---] engagements


"Circling the wagons when it comes to $ASM Team Avino Silver And Gold Mines. 👍 https://x.com/MBAeconomics1/status/2016140035007865268 $HL the sale of heclas gold mine on it face doesnt seem to be good but if you consider they also made a sale to dolly last week it makes you wonder could $HL be prepping to acquire a silver miner If they acquired $ASM $DSVSF or $EXK they would be legendary imo https://x.com/MBAeconomics1/status/2016140035007865268 $HL the sale of heclas gold mine on it face doesnt seem to be good but if you consider they also made a sale to dolly last week it makes you wonder"  
[X Link](https://x.com/mike_oil_invest/status/2016336943907471654)  2026-01-28T02:26Z [---] followers, [---] engagements


"#OIL $XOM $APA $RIG"  
[X Link](https://x.com/mike_oil_invest/status/2016517427929227298)  2026-01-28T14:23Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $ASM Team Avino Silver And Gold Mines facing a stiff defense at the $11 goal line. Go Team Go"  
[X Link](https://x.com/mike_oil_invest/status/2016530222565425379)  2026-01-28T15:14Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $ASM So they think Team Avino Silver And Gold Mines is washed up. We will welcome them at a discount anytime. Even providing The La Preciosa Punisher the jersey off our backs"  
[X Link](https://x.com/mike_oil_invest/status/2017266818768105702)  2026-01-30T16:01Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $ARGTF Freaking Amazing I can add more of this low cost producer at a discount Pinch me please Increasing allocation of Team Artemis Gold and their player The Blackwater Bruiser. $ARGT.V"  
[X Link](https://x.com/mike_oil_invest/status/2017271739521400875)  2026-01-30T16:20Z [---] followers, [--] engagements


"Big Back Offense Value Investing: $ASM Dead Cat Bounce Getting the Bazooka ready. These manipulators are making it easy to obtain Team Avino Silver And Gold Mines The La Preciosa Punisher talent"  
[X Link](https://x.com/mike_oil_invest/status/2017316769363595566)  2026-01-30T19:19Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $ASM Load the bazooka. Aim. FIRE BULLSEYE More Team Avino Silver And Gold Mines acquired. Big Back Offense Value Investing: $ASM Dead Cat Bounce Getting the Bazooka ready. These manipulators are making it easy to obtain Team Avino Silver And Gold Mines The La Preciosa Punisher talent. https://t.co/pRoDHPd9Bk Big Back Offense Value Investing: $ASM Dead Cat Bounce Getting the Bazooka ready. These manipulators are making it easy to obtain Team Avino Silver And Gold Mines The La Preciosa Punisher talent. https://t.co/pRoDHPd9Bk"  
[X Link](https://x.com/mike_oil_invest/status/2017362954338111662)  2026-01-30T22:23Z [---] followers, [---] engagements


"@DonDurrett True. Die Hard Team Avino Silver And Gold Mines fan here. Down 18.42% today. Added a bunch near the close. Going to grind up the defense with The La Preciosa Punisher. They got their pound of flesh on this occasion. We're returning with DOOM"  
[X Link](https://x.com/mike_oil_invest/status/2017471677341540420)  2026-01-31T05:35Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $ASM The nerve of the lying cheating referees trying to deny Team Avino Silver And Gold Mines a win. Next time The La Preciosa Punisher is headed their way remember rules state that they are a part of the field. Make them feel DOOM @DonDurrett True. Die Hard Team Avino Silver And Gold Mines fan here. Down 18.42% today. Added a bunch near the close. Going to grind up the defense with The La Preciosa Punisher. They got their pound of flesh on this occasion. We're returning with DOOM @DonDurrett True. Die Hard Team Avino Silver And Gold Mines fan here. Down"  
[X Link](https://x.com/mike_oil_invest/status/2018433917980954952)  2026-02-02T21:18Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $WRLGF After some rest and hydration on the sideline The Madsen Mauler returned to form helping put Team West Red Lake Gold Mines back on track. Go Team Go $WRLG.V $WRLG"  
[X Link](https://x.com/mike_oil_invest/status/2018799768059912501)  2026-02-03T21:32Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $SVRSF The La Parrilla Predator was showing its Thunder and Lightning 🌩 on the field for Team Silver Storm Mining. Awesome rebound. $SVRS.V $SVRS"  
[X Link](https://x.com/mike_oil_invest/status/2018800956054679906)  2026-02-03T21:37Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $ASM OUCH That cheating referee failed to get out of the path of The La Preciosa Punisher and learned the feeling of DOOM Team Avino Silver And Gold Mines is back to grinding up defenses"  
[X Link](https://x.com/mike_oil_invest/status/2018802589555699812)  2026-02-03T21:43Z [---] followers, [---] engagements


"Geopolitical Chessboard: At this point the feeling is the Iran/ US showdown is the trigger. #Gold #Silver being kept in range until pulled. POTUS will either move forward or some very "Interesting" videos will appear soon. #Oil $XOM $NEM $HL ⚡- U.S. officials told Iran 'it's either this or nothing' and they Iran said 'Ok then nothing' 'We didn't expect the Iranians to say no' U.S. official to Reuters https://t.co/aE9qkU34AD ⚡- U.S. officials told Iran 'it's either this or nothing' and they Iran said 'Ok then nothing' 'We didn't expect the Iranians to say no' U.S. official to Reuters"  
[X Link](https://x.com/mike_oil_invest/status/2019460436614074816)  2026-02-05T17:17Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $ASM Another reason I accumulate draft picks of Team Avino Silver And Gold Mines Every trading day. Even a Blind Pig 😉 can see that the timing of The La Preciosa Punisher is perfect. The last 1k oz Silver bar available on BullionStar in pre-order has been sold. Now all the large bullion dealers I track are sold out of large silver bars (those industrial buyers are after). Meanwhile in the paper market there is such an abundance of silver. Right https://t.co/9wzXxeAvaQ The last 1k oz Silver bar available on BullionStar in pre-order has been sold. Now all the"  
[X Link](https://x.com/mike_oil_invest/status/2019559541722288610)  2026-02-05T23:51Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $SVRSF And industry other than Samsung won't be getting Team Silver Storm's supply when they start production 1H26 at The La Parrilla Predator. My strategy just like Avino: Goes up I buy. Goes down I buy. Stays flat I buy. $SVRS $SVRS.V Big Back Offense Value Investing: $ASM Another reason I accumulate draft picks of Team Avino Silver And Gold Mines Every trading day. Even a Blind Pig 😉 can see that the timing of The La Preciosa Punisher is perfect. https://t.co/gmAV37Tetn Big Back Offense Value Investing: $ASM Another reason I accumulate draft picks of Team"  
[X Link](https://x.com/mike_oil_invest/status/2019561726623330683)  2026-02-06T00:00Z [---] followers, [---] engagements


""Credit Default Swaps" are on sale. #Gold #Silver $NEM $ASM $WRLGF $WRLG.V $WRLG $SVRSF $SVRS.V $SVRS https://m.youtube.com/watchv=UqYGWXMJ78I&pp=ygUhdGhlIGJpZyBzaG9ydCBjcmVkaXQgZGVmYXVsdCBzd2Fw Shanghai spot silver is currently grinding higher meanwhile western spot is crashing back down to the $75 level all of a sudden https://t.co/jJZDzg8wwa https://m.youtube.com/watchv=UqYGWXMJ78I&pp=ygUhdGhlIGJpZyBzaG9ydCBjcmVkaXQgZGVmYXVsdCBzd2Fw Shanghai spot silver is currently grinding higher meanwhile western spot is crashing back down to the $75 level all of a sudden https://t.co/jJZDzg8wwa"  
[X Link](https://x.com/mike_oil_invest/status/2019569490649051298)  2026-02-06T00:31Z [---] followers, [---] engagements


"@davidbateman Keep this in mind from 2008: Bloomberg also wasn't reporting about Michael Burry Steve Eisman or Cornwall Capital (Jamie Mai & Charlie Ledley)"  
[X Link](https://x.com/mike_oil_invest/status/2019571604968349840)  2026-02-06T00:39Z [---] followers, [---] engagements


"Geopolitical Chessboard: The Manipulation #Gold #Silver is being pushed extra hard [--] day away from the weekend. Fireworks in the Persian Gulf after the market closes wouldn't be a surprise at all. #Oil $XOM $NEM $HL"  
[X Link](https://x.com/mike_oil_invest/status/2019579825644785763)  2026-02-06T01:12Z [---] followers, [---] engagements


"@bitterdraught In the San Francisco Bay Area have noticed the normal shop has less inventory on hand with the lower PM prices. Fractional PM is becoming very difficult to find"  
[X Link](https://x.com/mike_oil_invest/status/2019971806199988513)  2026-02-07T03:09Z [---] followers, [--] engagements


"@TommyDeepwater Thanks for the update. "Shell's [----] exit from Stabroek Block" - And I still find it amazing that they sold it for $1.00. Not a typo"  
[X Link](https://x.com/mike_oil_invest/status/2020132960616288620)  2026-02-07T13:50Z [---] followers, [---] engagements


"@baldguymoney Another reason why fractional #Gold has been a good idea to grab recently is because of availability at a decent price. Here in the San Francisco Bay Area lower weight fractional is becoming scarce. 1/10 oz is the current main bottom level"  
[X Link](https://x.com/mike_oil_invest/status/2020167946761576501)  2026-02-07T16:09Z [---] followers, [---] engagements


"@ekwufinance And those type of investments have already paid off. Scary to think that the "Cheesecake" still awaits"  
[X Link](https://x.com/mike_oil_invest/status/2020269360443691231)  2026-02-07T22:52Z [---] followers, [---] engagements


"@Macrobysunil Ok I'll ask it here: W/the recent behavior of the USA w/Other People's Money would you trust them for actual payment in [--] years Seems more of a "Confidence Game". Judy Shelton doesn't guarantee payment of this vehicle (not trying to bad mouth her). No substitute for physical"  
[X Link](https://x.com/mike_oil_invest/status/2020272343265014197)  2026-02-07T23:03Z [---] followers, [---] engagements


"This is what I can't understand: It's very obvious that The Deep State is running the show in the USA. What makes people think that crowing Judy Shelton as the "Saint" for these [--] year #Gold backed bonds makes everything OK w/this vehicle Where's the trust & guarantee @Macrobysunil Ok I'll ask it here: W/the recent behavior of the USA w/Other People's Money would you trust them for actual payment in [--] years Seems more of a "Confidence Game". Judy Shelton doesn't guarantee payment of this vehicle (not trying to bad mouth her). No substitute for physical. @Macrobysunil Ok I'll ask it here:"  
[X Link](https://x.com/mike_oil_invest/status/2020273722784145773)  2026-02-07T23:09Z [---] followers, [---] engagements


"@TommyDeepwater Situation w/kidnapped $VZLA workers has escalated. Very risky at the moment. Checking in due to previous exchange. Long term outlook unknown. Disclaimer: Not investment advice. Personal position increased. Taking chance accumulating. https://www.upi.com/Top_News/World-News/2026/02/09/mexico-canadian-mining-company-employees-deceased/3341770686997/ @mike_oil_invest Hey Mike Im worried about [--] workers being abducted from the mine. Thats dangerous territory and I think theres been a lot less drug business into USA lately. Maybe Sinaloa cartel needs that mine Or is this just"  
[X Link](https://x.com/mike_oil_invest/status/2021085049102401918)  2026-02-10T04:53Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $VZLA Going to start purchasing Team Vizsla Silver on a daily basis. Seeing [--] main obstacles: 1) Security. 2) Permits. Betting in time both can be resolved. Can afford the risk & wait. Especially w/ Team Newmont $NEM as my portfolio anchor. Big Back Offense Value Investing: $VZLA Not investment advice. Team Vizsla Silver is having issue's and could be a distressed asset. Has me wondering if later it becomes a takeover target. Putting the principles to work of buying to the bottom and Dollar Cost Averaging. https://t.co/i7Ha1nCMyz Big Back Offense Value"  
[X Link](https://x.com/mike_oil_invest/status/2021452580644368470)  2026-02-11T05:13Z [---] followers, [----] engagements


"Just ironic that this article appears after we mentioned $SHEL this weekend. As I pointed out Shell sold their share for $1.00. https://oilnow.gy/news/i-wish-we-hadnt-walked-away-from-guyana-shell-ceo/ @TommyDeepwater Thanks for the update. "Shell's [----] exit from Stabroek Block" - And I still find it amazing that they sold it for $1.00. Not a typo. https://oilnow.gy/news/i-wish-we-hadnt-walked-away-from-guyana-shell-ceo/ @TommyDeepwater Thanks for the update. "Shell's [----] exit from Stabroek Block" - And I still find it amazing that they sold it for $1.00. Not a typo"  
[X Link](https://x.com/mike_oil_invest/status/2021590468279046591)  2026-02-11T14:21Z [---] followers, [---] engagements


"Street Level Bullion: Call it the after Super Bowl hangover the expectations of taxes or just being out of $$$ but as confirmed w/ LCS it's been slow this week. So slow that a piece that's usually gone in hours stayed until late Wednesday. #Gold #Silver"  
[X Link](https://x.com/mike_oil_invest/status/2021781424945459422)  2026-02-12T03:00Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $VZLA Continuing to ante up daily in Team Vizsla Silver high stakes game of poker. The Vultures are circling thinking they have the superior hand but there are still plenty of cards to draw"  
[X Link](https://x.com/mike_oil_invest/status/2022031485218500769)  2026-02-12T19:34Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $VZLA Not investment advice. Team Vizsla Silver is having issue's and could be a distressed asset. Has me wondering if later it becomes a takeover target. Putting the principles to work of buying to the bottom and Dollar Cost Averaging"  
[X Link](https://x.com/mike_oil_invest/status/2021245124034904171)  2026-02-10T15:29Z [---] followers, [----] engagements


"Case for offshore drillers. $RIG $NE $DO $VAL $BORR $SDRL I wonder how many know that due to the aging fields in Saudi Arabia that they already went offshore building [--] artificial islands called Manifa https://www.aramco.com/en/who-we-are/mega-projects/manifa#::text=This%20ground%2Dbreaking%20design%20meantby%20a%2041%2Dkm%20causeway https://www.aramco.com/en/who-we-are/mega-projects/manifa#::text=This%20ground%2Dbreaking%20design%20meantby%20a%2041%2Dkm%20causeway"  
[X Link](https://x.com/anyuser/status/1722351393384849689)  2023-11-08T20:32Z [---] followers, [----] engagements


"Remembering the top [--] drilling companies from the 2007/2008 period and why I am building a long term value investor position NOW: [--]. Transocean $RIG [--]. Noble $NE [--]. Ensco $VAL If those were purchased around [----] WOW"  
[X Link](https://x.com/anyuser/status/1736963694515650796)  2023-12-19T04:16Z [---] followers, [---] engagements


"Remember ARAMCO was the one before stating that under investment in oil production would come back to bite the world. Now they are cutting investment with rising oil prices. That is partly why I say that we are witnessing a covert OPEC+ oil embargo. $XOM A must-read for the offshore bros. $BORR $VAL by Pareto https://t.co/qOEI8JhvKu A must-read for the offshore bros. $BORR $VAL by Pareto https://t.co/qOEI8JhvKu"  
[X Link](https://x.com/anyuser/status/1776166339046232487)  2024-04-05T08:33Z [---] followers, [----] engagements


"Capital spending on all-new deepwater drilling is poised to hit a 12-year high next year. Investment in all-new and existing deepwater fields could hit $130.7 billion in [----] a 30% jump over [----] $XOM $TTE $SHEL $CVX $RIG $VAL $NE https://www.oedigital.com/news/513453-big-oil-finds-more-to-love-in-deepwater-exploration-fields https://www.oedigital.com/news/513453-big-oil-finds-more-to-love-in-deepwater-exploration-fields"  
[X Link](https://x.com/anyuser/status/1787277401535422490)  2024-05-06T00:25Z [---] followers, [----] engagements


"'The first was to develop and deliver a safe project enabling 20k technology. Without 20k we didnt have a project.' $RIG $CVX $TTE https://www.offshore-mag.com/regional-reports/us-gulf-of-mexico/article/55037374/otc-2024-chevron-discusses-keys-to-anchor-project-sucess https://www.offshore-mag.com/regional-reports/us-gulf-of-mexico/article/55037374/otc-2024-chevron-discusses-keys-to-anchor-project-sucess"  
[X Link](https://x.com/anyuser/status/1787680548959469648)  2024-05-07T03:07Z [---] followers, [----] engagements


""Noble said leading edge dayrates for tier-1 drillships are now approaching or eclipsing US$500000 per day" $NE $VAL $RIG https://oilnow.gy/featured/nobles-new-contracts-valued-at-us215-million/ https://oilnow.gy/featured/nobles-new-contracts-valued-at-us215-million/"  
[X Link](https://x.com/anyuser/status/1787812866596409791)  2024-05-07T11:52Z [---] followers, [----] engagements


"$RIG $NE $VAL $SDRL https://www.offshore-mag.com/field-development/article/55039788/tangkulo-gas-discovery-offshore-sumatra-could-open-wider-deepwater-development https://www.offshore-mag.com/field-development/article/55039788/tangkulo-gas-discovery-offshore-sumatra-could-open-wider-deepwater-development"  
[X Link](https://x.com/anyuser/status/1790834252462084300)  2024-05-15T19:58Z [---] followers, [----] engagements


"The longevity of the offshore upcycle remains robust the report commented and that upcycle bodes well for offshore drillers and services companies that are levered to offshore to capitalize on long-term sustainable growth. $RIG $VAL $NE $DO https://www.offshore-mag.com/rigs/article/55040960/report-offshore-drillers-reporting-robust-momentum-and-growth https://www.offshore-mag.com/rigs/article/55040960/report-offshore-drillers-reporting-robust-momentum-and-growth"  
[X Link](https://x.com/anyuser/status/1792137711266243002)  2024-05-19T10:18Z [---] followers, [----] engagements


"BOOM And there is the other side of the "V" dip recovery. It was a great period used to add to positions. Cash reserves in action. Value investing. $XOM There is no way that Brent Crude Oil stays down. This is just a "V" shaped dip developing. Temporary. Going to put more cash to work. $XOM https://t.co/0feCSVkuUs There is no way that Brent Crude Oil stays down. This is just a "V" shaped dip developing. Temporary. Going to put more cash to work. $XOM https://t.co/0feCSVkuUs"  
[X Link](https://x.com/anyuser/status/1800855842750968277)  2024-06-12T11:41Z [---] followers, [---] engagements


"Geopolitical Chessboard: Now step back and look at all the different moves. This is being coordinated. On top of The Establishment The 4th Reich is definitely a part of the game. They are mainly using cutouts. #Gold #Silver #Oil $XOM $NEM $HL Taxing unrealized capital gains is the end of capitalism. Once you tax unrealized gains you disengage people interested in owning something long-term. Plus there are many other instances of stupidity in this. It dis incentivizes investment. Lets talk about unrealized capital Taxing unrealized capital gains is the end of capitalism. Once you tax"  
[X Link](https://x.com/mike_oil_invest/status/2022714792948174908)  2026-02-14T16:49Z [---] followers, [---] engagements


"@KingKong9888 Maybe the plans have moved up. My original findings estimated [----]. That was based on $XOM Exxon's controlled projects The Permian Basin + Guyana Stabroek Block combined total output matching Iran that year"  
[X Link](https://x.com/mike_oil_invest/status/2022058423253426661)  2026-02-12T21:21Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $WRLGF After facing a stiff defense and cheating referees this week Team West Red Lake Gold greets the weekend. Drafted an extra helping of shares w/decline. USA OTC League on hold until Tuesday due to Presidents Day. Enjoy $WRLG.V $WRLG"  
[X Link](https://x.com/mike_oil_invest/status/2022418082573234570)  2026-02-13T21:10Z [---] followers, [---] engagements


"And $NEM Newmont is the anchor of the portfolio. Not bad. #Gold #Silver Which ones do you want to own Follow the green arrows. 😉 https://t.co/m1EWQqZmXo Which ones do you want to own Follow the green arrows. 😉 https://t.co/m1EWQqZmXo"  
[X Link](https://x.com/mike_oil_invest/status/2022515104315809885)  2026-02-14T03:35Z [---] followers, [---] engagements


"@TommyDeepwater What I'm hoping is that $RIG gets a foothold south of the Gulf of Choose your country 😂 in the northern waters of South America. I just know there's a lot more natural resources waiting to be unlocked. Not only Guyana but especially Suriname"  
[X Link](https://x.com/mike_oil_invest/status/2022706933837500698)  2026-02-14T16:18Z [---] followers, [---] engagements


"@minenergybiz How about Artemis $ARGTF Blackwater [--] to [--] year mine life. $800 AISC. Do they play with #Silver Avino Silver And Gold Mines $ASM is looking juicy. Now before they ramp up The La Preciosa Punisher would be the best time"  
[X Link](https://x.com/mike_oil_invest/status/2022757213794615673)  2026-02-14T19:37Z [---] followers, [---] engagements


"$GALP expanded strategy for Namibia PEL [--] Sweepstakes: Well #3 - We weren't joking about the resources in place within Mopane. Well #4 - That's your 2nd project handed to you on a silver platter. (Thumb In the eye of doubters.) $GLPEY $SEUSF $SEI.V @AndyJay16634390 I disagree. Where is $PBR or any IOC/E&P going to find those types of resources readily available to them And that is Mopane ALONE. This is a once in a lifetime type discovery that Petrobras will easily make a return on the investment for DECADES. $GLPEY $GALP.LS $SEUSF $SEI.V @AndyJay16634390 I disagree. Where is $PBR or any"  
[X Link](https://x.com/mike_oil_invest/status/1864101050531369346)  2024-12-04T00:14Z [---] followers, [---] engagements


"$SEUSF $SEI.V Sold all shares last month but Sintana is still a long term prospect. Just felt the Orange Basin story had been flat running on fumes. Interoil/ Custos monetizing these assets is still a ways off. First big reality check"  
[X Link](https://x.com/mike_oil_invest/status/1879716951855104395)  2025-01-16T02:26Z [---] followers, [---] engagements


"@capconstrained Thank you for the input regarding $SEI.V. W/ $CVX PEL [--] there's also a possibility that $SEUSF could seek to divest their interests in the blk"  
[X Link](https://x.com/mike_oil_invest/status/1880039372713783434)  2025-01-16T23:48Z [---] followers, [----] engagements


"@premofn1 @AlmostMongolian Sounds more like a short term hope for $SEI.V SP movement unrelated to monetizing or improving the value their assets in the area. I'm looking for concrete direct Sintana news to judge the merits of the company. $TTE FID doesn't say bring $SEUSF along"  
[X Link](https://x.com/mike_oil_invest/status/1880404513154355536)  2025-01-17T23:59Z [---] followers, [---] engagements


"@Tarbay14 "This obviously runs into PEL 90." Help me out and please display the map that makes this "Odvious". I haven't seen it yet. Maybe I missed it. Thank you in advance. $SEI.V $SEUSF $CVX"  
[X Link](https://x.com/mike_oil_invest/status/1882468341337694569)  2025-01-23T16:40Z [---] followers, [---] engagements


"Still waiting to hear $SEI.V plan for PEL [--]. They are out of "Free Lunches". $SEUSF is 3rd in line behind Interoil & Custos. Cash burn and/ or dilution seems a little scary. $CVX https://www.rigzone.com/news/wire/chevron_lifts_dividend_after_profit_disappoints_on_oil_slump-31-jan-2025-179491-article/ https://www.rigzone.com/news/wire/chevron_lifts_dividend_after_profit_disappoints_on_oil_slump-31-jan-2025-179491-article/"  
[X Link](https://x.com/mike_oil_invest/status/1885411264652034217)  2025-01-31T19:34Z [---] followers, [----] engagements


"@capconstrained It needs to be addressed in time. I don't play the "Look here don't look over there game". There will be tons of posts trying to only paint a nice picture but few that are looking at the cost issue. It's better for them to get in front of it soon. $SEI.V $SEUSF"  
[X Link](https://x.com/mike_oil_invest/status/1885431962757943759)  2025-01-31T20:56Z [---] followers, [---] engagements


"Wanted: What should Custos/ $SEI.V do with PEL [--] for long term value and why If you are just trading the drill and don't care about the costs then say so. $SEUSF $CVX Still waiting to hear $SEI.V plan for PEL [--]. They are out of "Free Lunches". $SEUSF is 3rd in line behind Interoil & Custos. Cash burn and/ or dilution seems a little scary. $CVX https://t.co/u2EfTOts2B https://t.co/DH6dJZwvdo Still waiting to hear $SEI.V plan for PEL [--]. They are out of "Free Lunches". $SEUSF is 3rd in line behind Interoil & Custos. Cash burn and/ or dilution seems a little scary. $CVX https://t.co/u2EfTOts2B"  
[X Link](https://x.com/mike_oil_invest/status/1885451620450025608)  2025-01-31T22:14Z [---] followers, [---] engagements


"@_NameValue_ I agree with the significant exploration remaining. That's an IOC game with major costs. They can afford it. Happy Wildcatting $SEI.V $SEUSF"  
[X Link](https://x.com/mike_oil_invest/status/1887172415584878831)  2025-02-05T16:12Z [---] followers, [---] engagements


"Thank you for the great information. It's providing a strong signal regarding PEL [--] participation along with associated cash burn debt and dilution for $SEI.V. $SEUSF Sintana has released a PRELIMINARY SHORT FORM BASE SHELF PROSPECTUS. This is not a placement of shares debt warrants or units. However it allows the company raising up to C$50 million in case it's necessary for the next [--] months https://t.co/dyhkTMgtYm Sintana has released a PRELIMINARY SHORT FORM BASE SHELF PROSPECTUS. This is not a placement of shares debt warrants or units. However it allows the company raising up to C$50"  
[X Link](https://x.com/mike_oil_invest/status/1887498970739740945)  2025-02-06T13:49Z [---] followers, [---] engagements


"Thank you for a great opinion regarding the $SEI.V PEL [--] situation. Especially the part regarding possible negotiations and a future farm down of their position. TRANSLATION: A smaller piece of the pie. If $SEUSF goes that route I hope it's worth it in the long run. IMO this could be done to pay for future drilling as a partner with Chevron. More likely imo it is done to improve their negotiation situation in general when they for example negotiate to farm down their holdings for further carry in fields like PEL90. Extremely unlikely we IMO this could be done to pay for future drilling as a"  
[X Link](https://x.com/mike_oil_invest/status/1887506041354780805)  2025-02-06T14:18Z [---] followers, [---] engagements


"Reason 1/2 that I believe that $SEI.V will have to start paying up for PEL 90: Interoil is the "Boss" of Custos' 10% WI. Interoil is in it for the ultimate prize of production. $SEUSF sees the writing on the wall and knows they aren't in control. $CVX"  
[X Link](https://x.com/mike_oil_invest/status/1887629654116413591)  2025-02-06T22:29Z [---] followers, [---] engagements


"Fair enough. The $SEI.V PEL [--] "Cat" has another life. Waiting to hear about terms. $SEUSF $CVX @mike_oil_invest Before you get too concerned.see below from the@ceodotca $SEI.V board. Seems it was just a renewal of an existing option for @ @sintanaenergy https://t.co/OHDjHJ7ifC @mike_oil_invest Before you get too concerned.see below from the@ceodotca $SEI.V board. Seems it was just a renewal of an existing option for @ @sintanaenergy https://t.co/OHDjHJ7ifC"  
[X Link](https://x.com/mike_oil_invest/status/1887642759873634672)  2025-02-06T23:21Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $SVRSF The officials treated rookie The La Parrilla Predator and Team Silver Storm Mining bad of late. But showing high confidence in this development we drafted more shares. $SVRS $SVRS.V"  
[X Link](https://x.com/mike_oil_invest/status/2018455177796391084)  2026-02-02T22:43Z [---] followers, [---] engagements


""Seadrill Announces Voluntary Delisting from Oslo Stock Exchange Following Oslo Bors Approval" "last day of trading will be September [--] 2024" "will maintain a single listing on the New York Stock Exchange" $TTE $SHEL have hinted. $SDRL https://ir.seadrill.com/news/news-details/2024/Seadrill-Announces-Voluntary-Delisting-from-Oslo-Stock-Exchange-Following-Oslo-Bors-Approval/default.aspx https://ir.seadrill.com/news/news-details/2024/Seadrill-Announces-Voluntary-Delisting-from-Oslo-Stock-Exchange-Following-Oslo-Bors-Approval/default.aspx"  
[X Link](https://x.com/mike_oil_invest/status/1799979153669910999)  2024-06-10T01:37Z [---] followers, [---] engagements


"So Exxon who is absolutely knocking it out of the park in Guyana with billions in oil discoveries all of a sudden has a drilling prospect called Bluefin located [--] miles southwest of gas field Haimara-1 closer to northern Corentyne where Kawa & Wei discoveries are located"  
[X Link](https://x.com/mike_oil_invest/status/1686575801301651456)  2023-08-02T03:13Z [---] followers, [---] engagements


"@TommyDeepwater Keep those great reports coming buddy. The set up for the industry is developing. The IOCs want more visibility for a stable situation. E&P especially on the smaller side need to strengthen their balance sheets before they can go wildcat more. Whitespace is a great term"  
[X Link](https://x.com/mike_oil_invest/status/1720796150389936476)  2023-11-04T13:32Z [---] followers, [----] engagements


"$RIG Thank you Hot Money for extending this great sale. This Old Man will be happy to let you have some back with at least a 100% markup. See you down the line"  
[X Link](https://x.com/mike_oil_invest/status/1721568414979006725)  2023-11-06T16:41Z [---] followers, [----] engagements


""Woe is me" "Time to short it." "Sell it" Etc etc. Short term trading crowd: that is the game you picked and not interested with $RIG or debate about it. This value investor is asking himself: How is the next batch of cheap oil going to get discovered UDW Where else"  
[X Link](https://x.com/mike_oil_invest/status/1722340217804444071)  2023-11-08T19:48Z [---] followers, [---] engagements


"That's it. Keep selling me $RIG & $NE cheap. Value investing hunger. Noble broke into the $44 range. Feed me some Transocean in the $5 range"  
[X Link](https://x.com/mike_oil_invest/status/1727041977093628257)  2023-11-21T19:11Z [---] followers, [----] engagements


"Currently the area is hugely under-explored with fewer than [--] deepwater wells compared to thousands of wells offshore in places like the North Sea or the Gulf of Mexico -WOW $RIG $VAL $NE https://www.rigzone.com/news/deepwater_oil_discoveries_offshore_namibia_generating_huge_excitement-24-nov-2023-174827-article/ https://www.rigzone.com/news/deepwater_oil_discoveries_offshore_namibia_generating_huge_excitement-24-nov-2023-174827-article/"  
[X Link](https://x.com/anyuser/status/1728897393603879147)  2023-11-26T22:03Z [---] followers, [----] engagements


"Picked up some value investor's holiday gift certificates on the continued pullback of $BORR"  
[X Link](https://x.com/mike_oil_invest/status/1729524587170496560)  2023-11-28T15:36Z [---] followers, [----] engagements


"Thoughts on $RIG: What we have here is a high stakes porker game between Transocean and E&P. Each side is waiting to see who blinks first & capitulates. RIG is leveraging that E&P wants to start projects. E&P is leveraging that RIG needs CF soon. I ante up pullbacks & stack $"  
[X Link](https://x.com/mike_oil_invest/status/1730815860712038493)  2023-12-02T05:07Z [---] followers, [----] engagements


"$RIG summary of yesterday's input: [--]. 2024-2025 pivotal years. [--]. Bankruptcy fear: Deepwater Insight article put this to bed. [--]. OPEC+ fear: Passed. [--]. Year end CAPEX budgets: The next step. [--]. Followed by contract negotiations. [--]. And then announcement of deals"  
[X Link](https://x.com/mike_oil_invest/status/1731340396893220925)  2023-12-03T15:51Z [---] followers, [----] engagements


"Nice. $RIG has a new contract and hot money doesn't like it This is an oil value investor's DREAM Give me some more of these cheaply priced "credit default swaps""  
[X Link](https://x.com/anyuser/status/1734605689597960683)  2023-12-12T16:06Z [---] followers, [----] engagements


"Buying $RIG daily. Won't stop. It's dirt cheap at these levels and nowhere near "cheesecake" prices. The market is closed on the weekends No problem. Double up my Monday & Friday Purchases to make up for it. Using basic value investing to get ahead of the Hot Money"  
[X Link](https://x.com/anyuser/status/1735739301328298040)  2023-12-15T19:11Z [---] followers, [----] engagements


"Let me put this out there so people with questions about my offshore activity is understood: Owned $NE $RIG $VAL $DO $BORR $SDRL $FTI $TDW. Noble is #1 at the moment thank $XOM Transocean is being focused on. All others are gradually added. I like them all in the long run"  
[X Link](https://x.com/anyuser/status/1735839229937361049)  2023-12-16T01:48Z [---] followers, [----] engagements


"Disclaimer: Do your own research please. Hidden in plain sight: $APA in Suriname Blocks [--] & [--] (Brazil too) being surrounded by major players. $XOM is missing a piece of the "Golden Lane". $CVX ( $HES ) is coming down from the top. Is Apache a FID away from receiving an offer"  
[X Link](https://x.com/anyuser/status/1736105346845081829)  2023-12-16T19:25Z [---] followers, [----] engagements


"If anyone is interested in the status of the offshore oil drilling industry you will be doing yourself a huge favor by looking at the material presented by @TommyDeepwater. I would give an arm and leg to be inside of his data room plugged into the central computer. Benjamin was a great host. We discuss my past valuing offshore rigs as debt collateral $HYG long cycle nature of offshore capex $RIG $VAL $NE $ODL.OL $DO $TDW importance of no new order book my favorite oil sands company in Canada $CVE and other topics. Thanks @themavlife Benjamin was a great host. We discuss my past valuing"  
[X Link](https://x.com/anyuser/status/1736458736062075001)  2023-12-17T18:49Z [---] followers, [----] engagements


""Historic moment for Uruguay: Shell APA and YPF seal deals for offshore hydrocarbon exploration" They face costs but I just love how APA is growing up in the offshore arena versus playing it safe in shale. $APA $SHEL $YPF https://www.offshore-energy.biz/historic-moment-for-uruguay-shell-apa-and-ypf-seal-deals-for-offshore-hydrocarbon-exploration/fbclid=IwAR0v6A06g1FTKlRvtyGXUKXutbdN-DYOx8n1kphrPO5wEiqQR7iiYQMFAsY"  
[X Link](https://x.com/anyuser/status/1736467163484246218)  2023-12-17T19:23Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $RIG Currently a [--] way tug of war between the long term value investor the short term Hot Money trader and the economy/oil industry pessimists. Some have the view that it's too early others FOMO. Me personally: Fear I Don't Have Enough"  
[X Link](https://x.com/mike_oil_invest/status/1739606553379168690)  2023-12-26T11:18Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $RIG Hot Money Trader: Going to trade this back & forth in large blocks for a $0.10 spread. Long Term Value Investor: Later will sell Hot Money their inventory with upwards of $20 per share spread"  
[X Link](https://x.com/mike_oil_invest/status/1740808050754383912)  2023-12-29T18:52Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $RIG Today's Valaris announcement is good for them and the offshore drilling industry in general. My view is that sooner or later the IOCs will run out of other rig options and will be knocking on Transocean's door. I can wait"  
[X Link](https://x.com/mike_oil_invest/status/1742240382291976588)  2024-01-02T17:44Z [---] followers, [----] engagements


"Call it what you want the "Suriname Triangle" but blks [--] [--] [--] are heating up activity 2024-25. I see FIDs by [--] w/3 more drillships in the area ($XOM Guyana). The lights will come on back to back to back. $NE $TTE $APA Petronas"  
[X Link](https://x.com/anyuser/status/1743552202659319866)  2024-01-06T08:36Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $RIG And the Hot Money game continues. Thank you for more cheap shares. They keep selling. I keep buying. A match made in heaven"  
[X Link](https://x.com/mike_oil_invest/status/1758163382476394596)  2024-02-15T16:16Z [---] followers, [----] engagements


"Big Back Offense Value: $RIG Brown bagging the lunch saving tons of costs to put towards more shares of Transocean. It's that cheap as my long term value investment. It worth that type of sacrifice. And it's not even 10% of the portfolio. I would be crazy to pass up"  
[X Link](https://x.com/mike_oil_invest/status/1758477623599280220)  2024-02-16T13:05Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $RIG Stock market reality is that a stock can continue to go down. Risk Vs. Rewards. From recent top of [----] to current [----]. Simple exercise if it climbs back: $6 +19% $7 +39% $8 +59% $8.69 +73% I'm not waiting for some algorithm model"  
[X Link](https://x.com/mike_oil_invest/status/1758485707033894956)  2024-02-16T13:37Z [---] followers, [----] engagements


"$TTE and it's partner QatarEnergy set up another domino in line to ignite an offshore drilling frenzy later. I would be a fool not to frontrun the public at these cheap prices. $RIG $VAL https://www.oedigital.com/news/512031-totalenergies-takes-operatorship-of-promising-orange-basin-exploration-license https://www.oedigital.com/news/512031-totalenergies-takes-operatorship-of-promising-orange-basin-exploration-license"  
[X Link](https://x.com/anyuser/status/1765558753880059952)  2024-03-07T02:03Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $RIG Hey Hot Money. Has Transocean found a bottom I've been buying the entire time. Are you going to join the party"  
[X Link](https://x.com/mike_oil_invest/status/1766150571499962583)  2024-03-08T17:14Z [---] followers, [---] engagements


""drilled by the semisubTransocean Norge" "The Transocean Norge rig has since transferred to the Wintershall Dea-operated Maria Field to drill wells for the Maria Phase [--] project." There has been some GUY telling us about North Sea capable rigs. $RIG https://www.offshore-mag.com/drilling-completion/article/14310670/appraisal-drilling-leads-to-upgrade-of-adriana-discovery-offshore-mid-norway https://www.offshore-mag.com/drilling-completion/article/14310670/appraisal-drilling-leads-to-upgrade-of-adriana-discovery-offshore-mid-norway"  
[X Link](https://x.com/mike_oil_invest/status/1771570771581702391)  2024-03-23T16:12Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $RIG Transocean has made a nice recovery from the gutter after the [--] level sell off. Now it would be nice for it to slow down for reality to allow business to develop. Gut feeling says Hot Money has something else in mind. Volatility ahead"  
[X Link](https://x.com/anyuser/status/1772392137495109711)  2024-03-25T22:36Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $BORR Would you look at that. Hot Money is helping build the Borr drilling position. When opportunity knocks take it"  
[X Link](https://x.com/mike_oil_invest/status/1774884767806497091)  2024-04-01T19:41Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $RIG Welcome back to the party Hot Money. We are on point again. Now we need Thigpen and Co to get a cold stacked RIG reactivated. That's the start of the real cheesecake. Energy fund additions by Fidelity's $FSENX will follow"  
[X Link](https://x.com/anyuser/status/1775232449959923728)  2024-04-02T18:42Z [---] followers, [----] engagements


"With their modern JU fleet $BORR scored some deals. The recent focus on building the position w/temp market psychology weakness now seems like a great move. Waiting to see how the market responds. https://www.oedigital.com/news/512823-borr-drilling-nets-close-to-160m-in-fresh-contracts-for-three-jack-ups https://www.oedigital.com/news/512823-borr-drilling-nets-close-to-160m-in-fresh-contracts-for-three-jack-ups"  
[X Link](https://x.com/mike_oil_invest/status/1777657963009692063)  2024-04-09T11:21Z [---] followers, [---] engagements


"The market is telling me to buy more Credit Deleveragimg Swaps in $RIG. More than happy to make the movie "The Big Long""  
[X Link](https://x.com/mike_oil_invest/status/1777759520443555889)  2024-04-09T18:04Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $RIG With Mr. Deepwater's insight & today's ME activity I see a clear path for Transocean to deleverage w/SP appreciation. The Rocky Road traveled to build this position should be very rewarding. $RIG $HYG RIG's Unsecured offering Upsized to $1.8B from $1.5B. 5yr at 8.25% and 7yr at 8.5% ($900mm each). Unsecured market now open to RIG after relying on secured in [----]. New $1.8B said to pay down [----] and [----] maturities. Likely leaves $700mm of addt'l cash. Flexibility. $RIG $HYG RIG's Unsecured offering Upsized to $1.8B from $1.5B. 5yr at 8.25% and 7yr at"  
[X Link](https://x.com/mike_oil_invest/status/1779337331906109849)  2024-04-14T02:34Z [---] followers, [----] engagements


"The pricing of the oil markets along with their equities is nothing but a Circus right now. It's providing several entry points for those who can stomach the volatility. The battle continues accumulating more Credit Deleveraging Swaps. Working towards inflection point. $RIG"  
[X Link](https://x.com/mike_oil_invest/status/1780825467249147939)  2024-04-18T05:07Z [---] followers, [----] engagements


"It's becoming obvious that Namibia $TTE Venus & $SHEL Jonker will be top candidates for [----] FID. At least [--] rig for each project. The big question is about the further appraisal & exploration campaigns while developments progress. [--] rig in each block $RIG $VAL Namibia may need more than [--] rigs 🔽 $RIG https://t.co/n7m0bPaQbn Namibia may need more than [--] rigs 🔽 $RIG https://t.co/n7m0bPaQbn"  
[X Link](https://x.com/anyuser/status/1781766092068974754)  2024-04-20T19:25Z [---] followers, [----] engagements


"Simple Math: Friday $GLPEY $GALP closed at [----] per share with a Market Cap of $13.271 Billion. Brent is trading at [-----] per barrel. [--] Billion barrels of oil is the estimate for Mopane-1X w/GALP 80% WI. That's $696.560 Billion in oil. $RIG $VAL https://finance.yahoo.com/news/pel-83-exploration-campaign-fifth-150008776.html https://finance.yahoo.com/news/pel-83-exploration-campaign-fifth-150008776.html"  
[X Link](https://x.com/anyuser/status/1782178167979114962)  2024-04-21T22:42Z [---] followers, [----] engagements


"And keep in mind: That is ONLY Mopane-1X. $GLPEY $GALP just announced a wider explanation campaign in PEL [--]. This could match up with or exceed $XOM in Stabroek Guyana. It's totally mind blowing. $SEI.V $RIG $VAL"  
[X Link](https://x.com/anyuser/status/1782179317847605384)  2024-04-21T22:47Z [---] followers, [---] engagements


"$RIG $VAL $NE $SDRL $DO $BORR https://www.oedigital.com/news/513227-dayrates-rise-will-more-energy-companies-buy-offshore-rigs https://www.oedigital.com/news/513227-dayrates-rise-will-more-energy-companies-buy-offshore-rigs"  
[X Link](https://x.com/anyuser/status/1783483237333107120)  2024-04-25T13:08Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $RIG Putting cash together seeing if the market presents a good buying opportunity over the next few weeks. Earnings numbers basically a nothing burger but expected. Still awaiting catalyst"  
[X Link](https://x.com/mike_oil_invest/status/1785114539715117237)  2024-04-30T01:10Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $RIG As previously stated about Transocean reality needs to catch up. This is currently a value position not a momentum position as some desire. The market has presented another great opportunity to add to the position. The payoff awaits"  
[X Link](https://x.com/anyuser/status/1785345870051021296)  2024-04-30T16:30Z [---] followers, [---] engagements


"While Hot Money and others view $RIG as garbage right now the bigger picture is showing me an absolute diamond in the rough"  
[X Link](https://x.com/mike_oil_invest/status/1785370995064496381)  2024-04-30T18:09Z [---] followers, [----] engagements


"Highly recommended reading if you want to understand the true value of $RIG 8G/20k. And another thank you to @TommyDeepwater for informing us regarding Transocean's 7G's that are designed to be upgraded. LONG-READ COLUMN: The US Gulf of Mexico is about to boom again -- [--] years after the Deepwater Horizon oil spill. BP and several others are racing to develop the new frontier in the basin: ultra high-pressure high-temperature oilfields. #OOTT @Opinion https://t.co/uGU7RTq53F LONG-READ COLUMN: The US Gulf of Mexico is about to boom again -- [--] years after the Deepwater Horizon oil spill. BP"  
[X Link](https://x.com/mike_oil_invest/status/1787865995006345590)  2024-05-07T15:24Z [---] followers, [----] engagements


"Just another confirmation that I need more oil and commodities. At $34+ Trillion in UST Debt along w/rapidly expanding US Dollar supply the approaching inflation will be ugly. Long $XOM BREAKING NEWS CENTRAL BANK OF UAE BANK INDONESIA SIGN MOU TO PROMOTE USE OF LOCAL CURRENCIES FOR BILATERAL TRANSACTIONS Slowly then all at once. BREAKING NEWS CENTRAL BANK OF UAE BANK INDONESIA SIGN MOU TO PROMOTE USE OF LOCAL CURRENCIES FOR BILATERAL TRANSACTIONS Slowly then all at once"  
[X Link](https://x.com/anyuser/status/1789277858260742425)  2024-05-11T12:54Z [---] followers, [---] engagements


"OK I looked around. No news. Is someone taking a position in $RIG"  
[X Link](https://x.com/mike_oil_invest/status/1790395312110248174)  2024-05-14T14:54Z [---] followers, [----] engagements


""The ouster of Prates represents a win for members of Lula's cabinet pushing for lower fuel prices smaller dividends and more capital spending to create jobs and boost the economy." Doesn't sound shareholder friendly. What next privatize $PBR https://www.oedigital.com/news/513722-brazil-pushes-out-petrobras-ceo-names-ex-regulator-to-top-job https://www.oedigital.com/news/513722-brazil-pushes-out-petrobras-ceo-names-ex-regulator-to-top-job"  
[X Link](https://x.com/mike_oil_invest/status/1790687580473979317)  2024-05-15T10:16Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $RIG Did the unthinkable and paused Transocean purchases. because with the recent dip took the opportunity to put cash to work and bought over [--] months of shares"  
[X Link](https://x.com/mike_oil_invest/status/1790717512969322893)  2024-05-15T12:14Z [---] followers, [---] engagements


""More exploration drilling possible around Venus area offshore Namibia" $TTE $RIG $VAL https://www.offshore-mag.com/drilling-completion/article/55040561/more-exploration-drilling-possible-around-venus-area-offshore-namibia https://www.offshore-mag.com/drilling-completion/article/55040561/more-exploration-drilling-possible-around-venus-area-offshore-namibia"  
[X Link](https://x.com/anyuser/status/1791418924892078388)  2024-05-17T10:42Z [---] followers, [----] engagements


"Repost #2 to show that deep pockets are going into $RIG. Mohn bought another 2M shares at $6 this week. $RIG https://t.co/CWer5mP3Bp Mohn bought another 2M shares at $6 this week. $RIG https://t.co/CWer5mP3Bp"  
[X Link](https://x.com/mike_oil_invest/status/1791942388380045627)  2024-05-18T21:22Z [---] followers, [---] engagements


"3 things that should be more important to $GLPEY $GALP.LS than the proximity of other blks in the Namibia PEL [--] sweepstakes: [--]. Upfront farm-out $$$. It won't be cheap. [--]. Can IOC's afford to carry $GALP while at the same time. [--]. Prioritizing Mopane development. Exxon Shell Total Equinor eyeing 40% stake in Mopane oil field offered by Galp $SEI.v $SHEL $TTE $XOM $EQNR https://t.co/mEQYRaO2h5 Exxon Shell Total Equinor eyeing 40% stake in Mopane oil field offered by Galp $SEI.v $SHEL $TTE $XOM $EQNR https://t.co/mEQYRaO2h5"  
[X Link](https://x.com/anyuser/status/1793064130368454743)  2024-05-21T23:39Z [---] followers, [----] engagements


"It was this move by ARAMCO that allowed the opening to establish a good position in $BORR. Now it's starting to payoff. Viewing this along w/ $TDW $FTI as a series of progressing events in offshore that says the beast is waking up. $NE $VAL $RIG $DO https://splash247.com/saudi-aramco-suspends-deals-for-borr-and-arabian-drilling-jackups/ https://splash247.com/saudi-aramco-suspends-deals-for-borr-and-arabian-drilling-jackups/"  
[X Link](https://x.com/anyuser/status/1793805653011783999)  2024-05-24T00:46Z [---] followers, [----] engagements


"Ejected $OIH from the portfolio & will be building a position in $OFOS whis focused strictly on offshore. Added to the undervalued $GLPEY position. Private Custos is "Direct" controller of 10% PEL [--] that doesn't belong to NAMCOR. Beyond CEO Katti any good info on Company"  
[X Link](https://x.com/anyuser/status/1795473483725750449)  2024-05-28T15:13Z [---] followers, [----] engagements


"Have been slowly warming up to offshore Norway (despite the frigid conditions). Have been quietly looking closer at oil opportunities. If you want to place "blame" for this deviation. https://oilprice.com/Latest-Energy-News/World-News/Oil-and-Gas-Investments-in-Norway-Set-for-Record-High-in-2024.html https://oilprice.com/Latest-Energy-News/World-News/Oil-and-Gas-Investments-in-Norway-Set-for-Record-High-in-2024.html"  
[X Link](https://x.com/mike_oil_invest/status/1795604215873810442)  2024-05-28T23:53Z [---] followers, [---] engagements


"When companies start striking oil catching me by surprise I start to pay attention. Opened a position in Valeura today and will be keeping a watchful eye on it. $VLERF https://www.oedigital.com/news/512953-valeura-makes-three-new-oil-discoveries-in-gulf-of-thailand https://www.oedigital.com/news/512953-valeura-makes-three-new-oil-discoveries-in-gulf-of-thailand"  
[X Link](https://x.com/anyuser/status/1795907080198697166)  2024-05-29T19:56Z [---] followers, [---] engagements


"@TommyDeepwater Thank you for another great update and bonus for examining what didn't go as planned. The IOCs need visibility to make CAPEX commitments. Volatility w/oil prices is keeping them discipline. Currently viewing it as project replacement. Finish one project before the next"  
[X Link](https://x.com/mike_oil_invest/status/1796885018935169402)  2024-06-01T12:42Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $FTI OPEC+ strategy is spooking the oil markets. Thx market psychology for the great gift. Also added $TDW $SUBCY $HLX $BORR $DO $HAL $SLB $NOV $GLPEY"  
[X Link](https://x.com/anyuser/status/1797662117455413355)  2024-06-03T16:10Z [---] followers, [----] engagements


"Big Back Offense Value Investing: $TDW Went back to Tidewater punch bowl and took a gulp. It's been working so far and the oil cycle is still very early. I don't see the direction changing"  
[X Link](https://x.com/mike_oil_invest/status/1797720153368727894)  2024-06-03T20:00Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $RIG Purchased a block of Transocean. The oil markets aren't reflecting reality. It seems that after the OPEC+ meeting the oil world became the Twilight Zone"  
[X Link](https://x.com/anyuser/status/1798027189780423047)  2024-06-04T16:21Z [---] followers, [----] engagements


"There is no way that Brent Crude Oil stays down. This is just a "V" shaped dip developing. Temporary. Going to put more cash to work. $XOM"  
[X Link](https://x.com/anyuser/status/1798200918636372478)  2024-06-05T03:51Z [---] followers, [----] engagements


"The issue w/trying to post about a long term value investment $RIG Hot Money "oh you should be putting your money here instead". $TDW has been great and I do have a position. But how many of these so called "geniuses" took a position at $4.77 5/2020. My bet mostly NONE Big Back Offense Value Investing: $RIG Purchased a block of Transocean. The oil markets aren't reflecting reality. It seems that after the OPEC+ meeting the oil world became the Twilight Zone. https://t.co/VqHZyLs9Bp Big Back Offense Value Investing: $RIG Purchased a block of Transocean. The oil markets aren't reflecting"  
[X Link](https://x.com/mike_oil_invest/status/1798375545744597094)  2024-06-05T15:25Z [---] followers, [----] engagements


""The extension is expected to span one year and has an estimated contract value of $177 million" Sounds like $484M DR. Is my math correct It's very obvious UDW is waking up and growing. But some still choose to downplay what is developing. $NE $MUR https://www.oedigital.com/news/514306-murphy-oil-extends-noble-drillship-in-the-gulf-of-mexico https://www.oedigital.com/news/514306-murphy-oil-extends-noble-drillship-in-the-gulf-of-mexico"  
[X Link](https://x.com/anyuser/status/1798829911496597846)  2024-06-06T21:30Z [---] followers, [---] engagements


""Breaking: Dutch court orders occupied fossil gas drilling platform to cease activities" "(ONE-Dyas) has to halt the installation of the drilling platform ( $BORR Prospector [--] ) at least until a hearing on this has been held on June 12." Different. https://www.greenpeace.org/international/press-release/67507/breaking-dutch-court-orders-occupied-fossil-gas-drilling-platform-to-cease-activities/ https://www.greenpeace.org/international/press-release/67507/breaking-dutch-court-orders-occupied-fossil-gas-drilling-platform-to-cease-activities/"  
[X Link](https://x.com/mike_oil_invest/status/1799972334335574512)  2024-06-10T01:10Z [---] followers, [----] engagements


"Follow Up: And this is after digesting Maersk from a few years back. $NE is definitely beefing up for the long run with UDW and JUs. A one two punch. And the oil up cycle is just getting started. Wow $DO"  
[X Link](https://x.com/mike_oil_invest/status/1800137898135859373)  2024-06-10T12:08Z [---] followers, [---] engagements


"Today should be the hearing. 👀 $BORR https://www.offshore-energy.biz/court-hearing-coming-up-this-week-go-ahead-or-more-hiccups-for-north-sea-gas-project/ "Breaking: Dutch court orders occupied fossil gas drilling platform to cease activities" "(ONE-Dyas) has to halt the installation of the drilling platform ( $BORR Prospector [--] ) at least until a hearing on this has been held on June 12." Different. https://t.co/dbnejcowrC https://www.offshore-energy.biz/court-hearing-coming-up-this-week-go-ahead-or-more-hiccups-for-north-sea-gas-project/ "Breaking: Dutch court orders occupied fossil gas"  
[X Link](https://x.com/mike_oil_invest/status/1800859211854950833)  2024-06-12T11:54Z [---] followers, [---] engagements


"With this article hitting the airwaves and the bidding process getting ready to start IMO it's just a matter of time before the cat is out of the bag regarding $GLPEY. Not waiting for Hot Money to wake up. Added more $GALP.LS today. $GALP https://www.upstreamonline.com/exploration/namibia-showdown-looms-in-battle-for-stake-in-galp-s-crazy-mopane-discovery/2-1-1659797 Big Back Offense Value Investing: $GLPEY An absolute dream for this value investor. Hot Money has exited. $Billion farm-out in process. The stock getting no real attention. Now 10% of portfolio. And when the deal is done $GALP"  
[X Link](https://x.com/anyuser/status/1800954045823111252)  2024-06-12T18:11Z [---] followers, [----] engagements


"$RIG $NE $VAL $SDRL $DO https://www.offshore-mag.com/rigs/article/55088999/wood-mackenzie-noble-diamond-merger-could-strengthen-mid-term-rig-rates https://www.offshore-mag.com/rigs/article/55088999/wood-mackenzie-noble-diamond-merger-could-strengthen-mid-term-rig-rates"  
[X Link](https://x.com/anyuser/status/1801694388147601584)  2024-06-14T19:13Z [---] followers, [---] engagements


"@TApocalyt @sintanaenergy Thank you for the information. That advances to conversation beyond what has been thrown around so far. That is the first time that I've heard anyone mention Inter Oil owning Custos or SEI.V 49% of Inter Oil. $SEUSF"  
[X Link](https://x.com/anyuser/status/1801737164813984052)  2024-06-14T22:03Z [---] followers, [----] engagements


"More beefing up for $CVX w/offshore blocks. The direction that they are taking is great. Welcome to the expanded offshore exploration party. $RIG $NE $VAL $SDRL Chevron through its subsidiary Cabinda Gulf Oil Company Limited has signed two Risk Service Contracts for Block [--] and Block [--] #offshore #Angola in the ultra-deep waters of the Lower Congo basin. Read more: https://t.co/FCnOaa2pcl #oilandgas #exploration Chevron through its subsidiary Cabinda Gulf Oil Company Limited has signed two Risk Service Contracts for Block [--] and Block [--] #offshore #Angola in the ultra-deep waters of the"  
[X Link](https://x.com/anyuser/status/1803610851351601182)  2024-06-20T02:08Z [---] followers, [---] engagements


"Had $$$ ready just waiting for this EXACT opportunity to fortify the Skeena Resources position. BOOM $SKE"  
[X Link](https://x.com/mike_oil_invest/status/1979199147816423500)  2025-10-17T14:53Z [---] followers, [---] engagements

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