Dean @_Flycatcher_

Value investor. History buff. Bird appreciator. Opinions are my own. Not investment advice. Joined April 2025

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Dean @_Flycatcher_

3 days ago

So he's basically saying we'll be approaching 600k dayrates in 2028? or at least have them in sight? That's my interpretation $VAL $RIG $SDRL $NE

Scolopax @ScolopaxCapital

4 days ago

So he's basically saying we'll be approaching 600k dayrates in 2028? or at least have them in sight? That's my interpretation $VAL $RIG $SDRL $NE

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Ultradeep @Ultradeep3

3 days ago

Worth a read $VAL $RIG $NE investing.com/news/transcrip…

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What strikes me is the group think. Why are there no outliers among the large endowments? No one who resisted the herding into privates? A huge correlated mistake by the smartest minds in the investing business

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labubuwatch @pandawatch88

a week ago

what a solid surname. born for sellside. respect. 🤝

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Dean @_Flycatcher_

a week ago

Bread and circuses

Polymarket @Polymarket

2 weeks ago

Bread and circuses

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Javier Blas @JavierBlas

3 weeks ago

MINING DIPLOMACY: The heads of two of the world's mining companies (BHP and Rio Tinto) met with Donald Trump and other US official at the White House as both push to build the Resolution copper mine in Arizona. The mine has been delayed two decades due to ongoing litigation.

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The Energy Realist @EnergyRealist25

3 weeks ago

$RIG $NE $VAL Barclays: "We have greater conviction in an offshore recovery in 2H26"

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Ultradeep @Ultradeep3

4 weeks ago

@FT has a sanguine piece out on offshore exploration $OIH $XLE $RIG $NE $VAL (1)

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Dean @_Flycatcher_

4 weeks ago

If I understood the $ACFN call correctly, monitoring revenue still needs to "catch up" to hardware revenue. So a future rev decline because of tough comps may not be as serious even without new contract wins, right? @rsosa8 @alexmginsberg

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Dean @_Flycatcher_

4 weeks ago

Someone seems to be a GOT fan

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Dean @_Flycatcher_

4 weeks ago

Imagine running a business where revenue and profit go in completely opposite directions because you're held totally captive by your #1 customer

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William Green @WilliamGreen72

a month ago

Warren Buffett: "Your goal as an investor should be simply to purchase, at a rational price, a part interest in an easily understood business whose earnings are virtually certain to be materially higher 5, 10, & 20 years from now. Over time, you will find only a few companies…

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Dean @_Flycatcher_

a month ago

From the FT. Does someone want to explain to me how Europe is going to power 200bn euros of "gigafactories"? With what energy source?

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Dean @_Flycatcher_

a month ago

Imagine how crazy you have to be to hold this nanocap stock for 7 years (since Aug 2018) like I have while are your friends & family were investing in bs tech and meme stocks $ACFN

“The” Chef Sosa @rsosa8

a month ago

Imagine how crazy you have to be to hold this nanocap stock for 7 years (since Aug 2018) like I have while are your friends & family were investing in bs tech and meme stocks $ACFN

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Tommy Lee @TommyDeepwater

a month ago

$VAL 2Q25 Adj EBITDA $201mm vs $155mm consensus est After adding DS-15, DS-16 and DS-18 contracts, anticipates add'l awards across the industry "in coming months" Curious to see no repurchases in 2Q after none in 1Q. Likely to see buybacks when VAL 247 JU sale closes for $108mm…