$VAL mention timeline

Valaris. Every tracked FinTwit mention of $VAL, newest first. 18 mentions since the first on Jun 19, 2025. See the price chart.

February 2026 · 1 mention

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…↗

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 12
Marhelm — Valaris lands big Brazil win: Shell awards VALARIS DS-8 (2014-built Samsung 78k drillship) an 800-day contract starting Q1 2027, worth $300m ($375k/day), plus ~1 year in options, b…↗

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↗

Oct 29
Marhelm — Valaris locks in $190m in fresh North Sea & Middle East deals, lifting backlog to $4.5bn. Highlights: BP’s $140m, 5-well DS-12 contract in Egypt (Q2 2026) + Shell, Ithaca, &am…↗
Oct 14
Marhelm — Valaris wins a $140M BP drilling deal in Egypt. The 70,400-gt Valaris DS-12 (built 2014) will drill 5 wells starting Q2 2026 over 350 days, earning about $400,000/day. Includes…↗

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…↗

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 11
Marhelm — Esgian: “We’re expecting further consolidation in the jack-up market with bigger players looking for fleet growth and higher operating efficiencies. This is making Borr a potential…↗

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 29
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 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 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

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 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