Philippe Guillemot

CEO, Vallourec
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+1.8%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
VRLA Long +1.8%
Worst Calls
No live losers yet
Most Mentioned
VRLA ×1
Recent Calls
VRLA Long 4 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +1.8% Long Return +1.8% Short Return -
Average Return
7d -6.0%
30d -9.0%
90d +2.6%
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Result
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Thesis
Theme
Source
VRLA Verallia... Verallia Société Anonyme
Long
Feb 27
$19.37
+1.8%
Vallourec reported strong margins and is targeting €650M in shareholder returns. CEO explicitly linked future growth to "high need for electricity of data centers" and "Geothermal is a baseload." Vallourec is successfully rebranding from a "dirty" oil services company to a critical infrastructure provider for the AI energy crunch (Geothermal/Gas transport). Additionally, their US onshore business is 100% US-finished, insulating them from Trump tariffs. LONG VRLA. Drop in energy prices reducing capex for drilling.
Vallourec reported strong margins and is targeting €650M in shareholder returns. CEO explicitly linked future growth to "high need for electricity of data centers" and "Geothermal is a baseload." Vallourec is successfully rebranding from a "dirty" oil services company to a critical infrastructure provider for the AI energy crunch (Geothermal/Gas transport). Additionally, their US onshore business is 100% US-finished, insulating them from Trump tariffs. LONG VRLA. Drop in energy prices reducing capex for drilling.
Construction & Infrastructure
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Philippe Guillemot has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: VRLA.