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![ValueSeeker_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1581575675873460226.png) Value Seeker [@ValueSeeker_](/creator/twitter/ValueSeeker_) on x 3606 followers
Created: 2025-07-13 06:56:54 UTC

I am long Vallourec, which after years of bear market, has recovered from its all time low of 2020, rising almost X fold thanks to a successful restructuration, and a recovering oil market.

Indeed, mostly providing seamless steel tubes for Oil & Gas industry, the company is highly dependent on this industry's capex, which felt since its 2008's peak, and could thus be seen as a leveraged play on the oil industry.

Below:
- Candles are Vallourec price,
- The white line is oil, M2-adjusted.

$VK $IEZ #OOTT $XOP $XOM $TTE

1/N

![](https://pbs.twimg.com/media/Gvt-oOxWgAAi3D-.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944289919397982567/c:line.svg)

[Post Link](https://x.com/ValueSeeker_/status/1944289919397982567)