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Quick Hits On Several Miners & My Favorite Shipping Play

Ben Kelleran's avatar
Ben Kelleran
Mar 26, 2026
∙ Paid

The last several weeks have been very volatile, which I think has provided some interesting buying opportunities for anyone looking to put some money to work. I wanted to write a quick update on some of the companies that are worth a look at current prices. I also wanted to share Tommy Lee’s update on the recent Borr Drilling BORR 0.00%↑ transaction to buy five more jackups in Mexico, and Whirly’s update on LibertyStream Infrastructure Partners. The pullback on LibertyStream has been pretty violent, and I think it’s an interesting way to get some exposure to lithium, and if you happen to buy shares now, you will certainly have better timing than I did.


Dayrate Duration
Borr/Paratus Jackup M&A and Brazilian Deepwater Market Update
The following note covers Borr Drilling's acquisition of Paratus Energy's Mexican jackup fleet, Paratus’ remaining PLSV fleet, and key Brazilian deepwater market developments from regional drillers Constellation and Foresea to Buzios productivity enhancements…
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a day ago · 21 likes · 2 comments · Tommy Lee

Investing on the Spicy Side
Spicy #2 - Update #1: Liberty Marches On
I am in the midst of a multi-month walkabout in the Antipodean summer, so have been mostly dark since late January, and thus following along with the market’s gyrations with a significant time lag. But some weather-enforced rest days were the catalyst for a $LIB.V update…
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a day ago · 17 likes · 1 comment · Whirly

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