$VAL — FinTwit mentions on Surfaced

$VAL — FinTwit mentions on Surfaced

Recent mentions

18 mentions

@marhelmdataFeb 9, 2026 · 3:11 PM

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 Transocean shares per share (USD 82.12, +31.6% premium). Close expected H2 2026. $RIG $VAL

@marhelmdataDec 12, 2025 · 6:22 PM

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

@marhelmdataDec 12, 2025 · 3:06 PM

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, boosting Valaris’ $2.5bn YTD backlog. $VAL

@marhelmdataNov 15, 2025 · 9:02 PM

"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

@marhelmdataOct 29, 2025 · 8:18 AM

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, & GE Vernova extensions; spanning oil, gas, and offshore wind. Momentum is strong across all fronts. $VAL

@marhelmdataOct 14, 2025 · 12:36 PM

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 options for 3 more wells, all 4 Valaris drillships with near-term slots now fully booked. $VAL

@marhelmdataSep 6, 2025 · 10:47 PM

"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 fleet . $NOL.OL $SDRL $RIG $VAL https://t.co/3LBsYyIShr

@marhelmdataAug 30, 2025 · 3:02 AM

"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 this industry. $NOL.OL $VAL $SDRL $RIG $NE $PLSV.OL $DVD.OL https://t.co/4UrxcOYzZo

@marhelmdataAug 11, 2025 · 3:33 PM

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 acquisition target. “ $BORR $VAL $NE $PLSV

@marhelmdataJul 30, 2025 · 5:28 PM

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 of $36. $SDRL $VAL $BORR $NE

@leveraged_catJul 29, 2025 · 6:55 PM

There is still time to protect your portfolio of shitcos like its 2021 with names like $VAL $RIG $NE But the clock is ticking ⏰

@marhelmdataJul 18, 2025 · 5:02 PM

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-up market drop was justified" $ENH.OL $VAL $BORR $SHLF.OL https://t.co/8yQf6GW69i

@leveraged_catJul 11, 2025 · 2:28 AM

$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

@marhelmdataJul 3, 2025 · 7:23 PM

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 $VAL $RIG $SDRL

@marhelmdataJun 30, 2025 · 6:11 PM

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 current downturn. $SBX.OL $TGS $BORR $VAL $RIG https://t.co/sorDwnWSkw

@leveraged_catJun 27, 2025 · 11:08 AM

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 think offshore plays are a great way to diversify here if you been riding momo names like me $NE $VAL $SDRL $RIG

@marhelmdataJun 21, 2025 · 12:00 AM

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 Waldeland. $SBX.OL $BORR $VAL https://t.co/vtImtulpn7

@marhelmdataJun 19, 2025 · 2:27 PM

"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