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![Jon_Costello_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::940310540089483264.png) Jon Costello [@Jon_Costello_](/creator/twitter/Jon_Costello_) on x XXX followers
Created: 2025-07-08 01:19:50 UTC

$VAL contract wins announced yesterday support my long-term thesis, though large gains in the stock from here will require a continued trend of increasing dayrates on 7G drillships.



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XXX engagements

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[Post Link](https://x.com/Jon_Costello_/status/1942393154042269764)