$BORR presentation from Pareto, today. Nothing crazy new, but reaffirms the thesis. mb.cision.com/Main/16983/423…

I'm not a 'chief commodity analyst' but just can't see OPEC making Q1 cuts. I think the strategy is to eliminate the "OPEC spare capacity" narrative, employ policies friendly to the US admin, and exhaust shale with lowish prices. ST pain for LT gain. $BORR $VAL $RIG $NE $TDW $OIH

Let's go!!!

$BORR not the news I wanted to see. Anyone have additional context?

Huge positive for $BORR if the suspended rigs can get back to work soon.

$BORR Solid quarter! I'm reluctant to say the worst is behind us, but if the strength in demand from SA keeps up, that 2026 whitespace should fill reasonably well. Long and strong 💪

$BORR Just listened to earnings call. Very bullish report IMO. Highlights: 1. Derisking Mexico ops via contracting pivot & improved terms 2. Confident in filling 2026 whitespace 3. Shallow water barrels economical at these prices 4. Focus on deleveraging vs M&A LONG & STRONG! 💪

Damn this fires me up! LFG! $XLE $OIH $BORR $VAL $RIG

Notable relative strength in $BORR lately. Here's to hoping it continues!

Am I a $BORR contra indicator? SMH 🤦🤪

The ADES + Shelf merger is final. Curious to see if there are any JU retirements that happen as a result! $BORR offshore-energy.biz/33-jack-up-rig…

Hahahah should have known better 🤷🤦😂 $BORR TheDailyCompounder

$BORR quick notes: 1. Five premium rigs for $360m. Good deal. 2. $85m equity raise at $4/sh, w major shareholders participating. I'm meh on dilution but seems pretty accretive and supports current equity price. 3. Oslo relisting. These f*cking guys. 😂

For those that want more detail on the $BORR transaction, this investor presentation is full of good stuff 👍 api.borrdrilling.com/wp-content/upl…

SuPEr SUppLY GLuT! The Trafigura warning tells me everything I need to know about where they see prices a few Qs out, and it's not down 🧐 $BORR $VAL $RIG $NE $SDRL OilPrice.com share.google/lF3dDQFcDlVOSj…

Per Westwood, jackup rig count at its highest level since July. Still a ways to go to get back to mid 2023 levels at ~400. Long $BORR westwoodenergy.com/news/infograph…

Love this! $BORR

Just noticed some OG $EOSE holders are also in $ASST w me. Times were dark in $EOSE for a minute but we made it. Wild to see a $0.71 CB after trimming some. Hoping the same for $ASST 💪 Maybe I can convince you guys to check out my baby $BORR, too? 💰😎 Master Yoda Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️

Contracting news is good news 👍 $BORR

Fair and accurate summary IMO. I think the $50- $70 range for oil is a bit of a Goldilocks scenario for $BORR... Cheap enough to spur additional oil consumption and not expensive enough to spur short cycle (shale) production. Ideal for profitable shallow water barrels 👍