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…↗
December 2025 · 2 mentions
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↗
Marhelm — Pareto:"The oil companies will need to increase oil exploration at some point. The long-term picture for oil service is good." $TDW $SUBC $RIG↗
Sep 9
Leveraged Cat — Money where my mouth is, I’m loaded to the gills as such:
Emerging growth (shitcos)
$OUST
$AMPX
$EOSE
$JOBY
Energy
$PR
$BKR
$RIG↗
Sep 6
Marhelm — "Newer steel will get contracted first" H2 26 is expected to be stronger for the floaters, but Northern Ocean has been lagging behind other drillers in spite of a competitive flee…↗
Sep 6
Marhelm — Danske Bank Markets: "Investors are right to keep exposure toward rig, seismic and supply to a minimum. We could be headed for a more flooded oil market than ever. $TGS $RIG $TDW
August 2025 · 4 mentions
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 — "The long-term jobs are coming"
The offshore drillers have shown some recovery in recent months and Northern Ocean did a great job explaining timeframe and upside potential in thi…↗
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…↗
Leveraged Cat — There is still time to protect your portfolio of shitcos like its 2021 with names like $VAL $RIG $NE
But the clock is ticking ⏰↗
Jul 11
Leveraged Cat — $VAL and $NE are leading compared to $RIG (I own them all) but I expect $RIG to come in later in the cycle like: https://t.co/q6ZX0VSrNS↗
Jul 3
Marhelm — Eldorado Drilling, with several of the DVD-owners onboard, has sold the two 7th gen drillships Draco and Dorado at a price of $245 million per rig to Turkish petroleum. $DVD.OL $VA…↗
June 2025 · 3 mentions
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 27
Leveraged Cat — I’ve been buying speculative growth aggressively since April and it’s been a great ride
Now is the time to protect capital on a multiweek timeframe
Cash is still trash and I thin…↗
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↗
Feb 18
Vulture trades 🦅 — Posting one of my biggest swing trades of the year tomorrow with 5-10x potential.
Just like $RIG from last week then went 1100% in a day. Our $500 account can turn into $5k in ON…↗
Feb 13
Vulture trades 🦅 — $RIG 1000% IM SHAKINGGG
0.10 > 1.00 🤯 🤯🤯
WHAT A SHORT SQUEEZE
REMEMBER I WAS EARLY 📈📈 https://t.co/dcBeHP8ZFQ↗
Vulture trades 🦅 — I called $RIG three times this week.
Every single one is green.
• $5.5 Calls → +650%
• $6 Calls → +250%
• $6.5 Calls → +30% and still running 📈
I’ve never been more confident in…↗
Vulture trades 🦅 — $RIG up 60% here at 0.16 🔥 https://t.co/EzzP3fQ6rw↗
Feb 9
Marhelm — Transocean to buy Valaris in a USD 5.8bn all-stock deal, forming a ~USD 17bn EV offshore driller with 73 rigs (33 ultra-deepwater, 9 semis, 31 jackups). Valaris holders get 15.235…↗
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…↗
— $PR $RIG my favorite ways to play this with $BKR a good proxy play