SG on X
$BORR Troim keeps buying. I'm long. https://t.co/tKu5H0eJjN
NYSE
Borr Drilling Ltd
BORR
5 stories
$1.3B Market cap · 2026-10-28
Asif Suria on X
The CEO was also buying shares last month but we prefer buying by directors and that is why Tor Olav Troim's purchases were more interesting. From our Insider Weekends article about $BORR: https://t.co/RQlcc0qJqa
Asif Suria on X
Another large insider purchase by a director of Borr Drilling $BORR filed today (yesterday was a holiday for the SEC and so no Form 4 filings). This is his largest single day insider purchase coming in at $11.84 million. We had been watching him buy consistently for several weeks and decided to dive into the company in an Insider Weekends article last Sunday. As we did our research, we realized that he was the founder of the company. A couple of screenshots from that article in the next tweet.
Myles on X
Long $BORR https://t.co/W0xvygRBPr
Borr Drilling: Jackup Market Recovery Pure Play With Substantial Upside, Maintain Buy
Borr Drilling expects rising jackup demand and a 2028 earnings inflection after refinancing debt on improved terms.
Henrik Alex Investor Letters
Letters that discuss BORR.
- Highwood Value Partners Highwood Value Partners H2 2025 Letter to Investors – Download PDF second half of 2025 0R8W BOIVF $12BBORR $1.3B
- Azvalor Asset Management Letter to investors 1H2026 first half of 2026 —
