$BORR mention timeline

Borr Drilling. Every tracked FinTwit mention of $BORR, newest first. 27 mentions since the first on Jun 19, 2025. See the price chart.

May 2026 · 4 mentions

May 28
Marhelm — $BORR just refinanced nearly $1.9B of expensive debt: • $1.128B of 10.0% notes due 2028 • $770.7M of 10.375% notes due 2030 Using a new $2.035B senior secured bond package. Offs…↗
May 28
Joeri — I love it, $BORR bought itself a lot of time, and with many 35-50 year old Jackups still operational and no meaningful orderbook, time will help Jackup balances a lot. - Bought t…↗
May 26
Joeri — I think Jackups enter a goldilocks market 2027+ with higher Oil/LNG prices, plus ME countries rebuilding production plus spare. That said, the jackup thesis just needs time other…↗
May 12
Joeri — Jackups $BORR $ADES $SED_Energy↗

Apr 25
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Feb 24
MicroCapClub — Some active discussions the last 48 hours: $HITI $RSSS $NRXS $DRT.TO $CNO.V $LOVE.V $CYBT.CN $PLBY $PHFO $ITS.SI $PALS.V $YKY.MI $SNWV $CVX.V $UHG $BAMI.TO $ISSC $MRAI $MLCI $FCI…↗

Jan 14
Marhelm — New Marhelm interview going live on the site with Paratus Energy. Discussion of the #oil drilling market, including Aramco discussion, the jackup market, pipelaying service vessels…↗

Dec 12
Marhelm — Pensum Group comments on the jackup vs deepwater market in a recent 37 minute subscriber exclusive Marhelm interview $BORR $RIG $VAL $TDW https://t.co/gazO3JHo4B↗
Dec 9
Marhelm — Noble sells 6 jack-up rigs for $424M: 5 to Borr Drilling for $360M (cash $210M + seller notes $150M), 1 to Ocean Oilfield Drilling for $64M. Closings expected early 2026; deals ali…↗

Nov 18
Marhelm — Shelf Drilling jack-up rig Harwey H. Ward will resume its contract with Aramco before Jan 2026. The rig was suspended in Aug 2024. $SHLF.OL $PLSV.OL $BORR↗
Nov 15
Marhelm — "Rigs are at a turning point. The drop in activity is reaching a bottom. We have been buying Valaris, Seadrill and Borr. " Delphi Global $SDRL $VAL $BORR↗
Nov 11
Marhelm — "Momentum will return to the jack-up market with demand outlook from Aramco and Pemex improving. Borr has reduced its Mexico-exposure, which is positive. PT $4." Pareto. $BORR↗

Oct 27
Marhelm — Borr Drilling has terminated two jack-up rig contracts in Mexico, the Odin (to Nov 2025) and Hild (to Mar 2026), due to new international sanctions affecting a counterparty. The Hi…↗

Sep 1
Marhelm — Clarksons: The worst is soon behind us in offshore rigs. The bottom may be in for the jack-ups. Improvement for deepwater and floaters expected from H2 26. Transocean BUY with a PT…↗

Aug 30
Marhelm — DNB Carnegie: BORR BUY and PT of $2,8. Seadrill BUY with PT $35. Transocean HOLD and PT of $3. Paratus BUY and PT 60 NOK. Tidewater BUY and PT of $69. $BORR $SDRL $PLSV.OL $RIG $TD…↗
Aug 30
Marhelm — After several years of steady growth, DNB Carnegie thinks that oil company offshore investments have reached a top. A 2 percent drop is expected in 2025 and 2026 is expected to be…↗
Aug 27
Marhelm — Borr has secured new contracts in the North Sea and West Africa for two of its rigs. Average rate is $143.300/d. "Above our expectation and this is what makes this stock perform…↗
Aug 25
Marhelm

Jul 30
Marhelm — Fearnley downgrades Borr Drilling, Seadrill and Valaris from Buy to Hold. "There are few signs of a jack-up recovery any time soon." Noble remains a favourite with buy and a PT o…↗
Jul 23
Marhelm — Mexico is preparing to sell up to $500 million in debt to help bail out Pemex. Pemex production has fallen to record lows while debt is the highest of any oil group in the world. P…↗
Jul 18
Marhelm — While Energy Holdings has been forging ahead the last month, owners of competing assets such as Valaris, Borr and Shelf Drilling are still trading at 2022-23 levels. "The jack-…↗
Jul 2
Marhelm

Jun 30
Marhelm — Energy Holdings has been able to pick niches in the offshore business that are growing and positioned lowest on the cost curve. It has made them less vulnerable than peers in the c…↗
Jun 21
Marhelm — It's worked well for Energy Holdings to focus on brownfield projects and to be lower on the cost curve than the jack-ups. Many takeaways from our recent rig-talk with CEO Kurt Wal…↗
Jun 19
Marhelm — "The jack-up market is closer to a rebalancing than people think" We got an encouraging rig update today from Energy Holdings CEO Kurt Waldeland $SBX.OL $BORR $RIG $VAL↗