BORR Borr Drilling Ltd

$BORR — Director Troim Tor Olav bought $6.4M of stock. • 1,500,000 shares at $4.24. • Bought 36% below the 52-week high. • Stake up 4.7%.

$BORR Sub-$4.00 prices represent a deeper discount than where major insider Tor Olav Trøim was actively accumulating millions of shares ($4.30–$4.90). If value investors and insiders view sub-$4.00 as a temporary overreaction, open-market buying creates a structural demand floor. Because modern jack-up rigs carry Hull & Machinery (H&M) coverage for their full agreed value, the physical loss of Prospector 5 converts a hardware asset into a cash receivable from underwriters, preserving balance sheet book value. The remaining ~23 rigs in Borr's fleet continue to generate cash flow under strong dayrate conditions across West Africa, the Middle East, and Southeast Asia. A prolonged period below $4.00 would require the market to price in ongoing structural damage or un-insured liabilities that currently do not appear in the operational facts.

#INSIDERS $BORR Director bought 1,500,000 shares at $4.9344 worth approximately $7.4 mln (transaction date 2026-10-13; Filing). INBX CEO bought 9,840 shares at a weighted average price of $84.535 (range $84.0707 to $84.9992) worth approximately $831.82K (transaction date 2026-10-14; Filing). $NUAI Reporting owner bought 250,000 shares at $4.7694 worth approximately $1.19 mln (transaction date 2026-10-09; Filing). $QVCG Reporting owner bought 1,352,000 shares at $12.35 worth approximately $16.7 mln (transaction date 2026-10-09; Filing). $QVCG Reporting owner sold 1,352,000 shares at $12.35 worth approximately $16.7 mln (transaction date 2026-10-09; Filing).

$BORR ive been holding this for almost 6 months now. I would love to see it just keep going up.

$BORR Tor Olav Troim will probably use the $100 million from the insurance payout to buyback stock and he could get 25 million shares at these prices and reduce the float by another 10%. Plus he'll probably be personally buying this dip once his buying window opens. Very sad for the loss of life RIP but very bullish on the stock here.

$BORR L2 currently indicates that they are either buying back or Tor is loading more. IMHO.

$BORR decent short interest. Oil around 100. And a chart that is curling up. I like my chances

#INSIDERS $BORR Director bought 2,500,000 shares at $4.7374 worth approximately $11.84 mln (transaction date 2026-10-09; Filing). $GOLD Reporting owner bought 31,088 shares at $39.8667 worth approximately $1.24 mln (transaction date 2026-10-12; Filing). $SAR CEO bought 30,000 shares at a weighted average price of $14.86 (range $14.83 to $14.89) worth approximately $445.8K (transaction dates 2026-10-09, 2026-10-08; Filing). $MDLN Reporting owner sold 7,816,987 shares at $35.15 worth approximately $274.77 mln (transaction date 2026-10-08

$BORR haven't reported yet. Sellers ain't waiting, as they look around the sector and see $RIG $VAL.X both down.

$BORR in this environment i can see this drop back to the pennies honestly. oil is as high as it ever gets and this company is still loosing money left and right. What's the bull case here honestly

$BORR I do not understand. The rig has sunk. And? I'm pretty sure that the company has insurance against such events. It could have been a better solution to do such event at $RIG when they sold their 2 rigs with hundreds million dollar losses. So from financial point of view it could even be positive, rather than -9%...

$BORR Nibbled at 3.67 yesterday - obviously a mistake as it was already below what had been support around 3.75. We've now broken another support point at 3.58 from last December. This looks oversold - but the way drillers are behaving lately - and with the Brazilian election (leftist victory very bad for the folks there and for drilling too), rig accidents and deaths - we could be looking at a MUCH lower SP... well below 3....

$BORR I did some calculations (keep in mind they were done by UngaBunga Stock man). The bodily injury/wrongful death claims have high deductibles. I am assuming they are not solely comp claims and commendable under the company’s liability policy. These types of policies usually carry a $100K or higher deductible or SIR provision. The cost of insurance premiums will go up 20-50 percent. Those are the hard costs. The soft costs may be worse. From my standpoint alone, this is going to cost this company 10-12 million

$BORR Borr's own Prospector 5 jack-up sank offshore Gabon with 5 of 115 people still missing. 🏢 Borr Drilling is a Bermuda-based contractor that owns and operates jack-up rigs drilling shallow-water offshore oil and gas wells ⚠️ Prospector 5 sank offshore Gabon at about 20:37 local time on October 24, 2026 after a punch-through during preload, and of the 115 people on board 110 are accounted for while 5 remain missing ✅ On the other side, three other rigs won new work on September 30: the Norve (binding letter of award) and Natt are committed into August 2027, the Joro only into December 2026, and Tor Olav Troim's Drew Holdings bought 2.75M shares on October 13-15 to hold 13.1% 📅 Next: Watch the search outcome and a company update on insurance, the BW Energy contract and costs; the release sets no date Source: PR Newswire release, Oct 25 + SEC 6-K and 13D/A

Tor Olav Troim, a director at Borr Drilling, bought $2.3M of $BORR on Oct 15. 2 other insiders bought around the same time. It ranks #71 of 89 in its industry on the Quality Score, rated Below Average at 1.

$BORR director Tor Olav Troim keeps buying. 4 buys this month, 29.8 million total, each one at a higher price: $4.13, $4.24, $4.31, then $4.74. Stock is $4.89 now. 34.8 million in the last 30 days.

$BORR — Director Troim Tor Olav bought $11.8M of stock on Oct 9. • 2,500,000 shares at $4.74. • Bought 29% below the 52-week high. • Stake up 7.2%.

$BORR nice to see it strong in the last hour plus. And volume spikes are buys. minute chart

$BORR Tor Olav Troim keeps adding. The Borr director bought another 750,000 shares on Oct 14 at 4.72 dollars a share, about 3.54 million dollars in total, per the Form 4 filed Oct 15. Five days earlier it was 2.5 million shares at 4.74 dollars a share, about 11.84 million dollars. His indirect holding through Drew Holdings is up to 39,617,808 shares now.

$BORR — 3 insiders bought $49.7M of stock from Sep 16 to Oct 15. • Buyers: CEO, COO and a director. • Average price $4.52 — 32% below the 52-week high. • Cluster strength 70/100 — Strong