Offshore

Kommentatoren
19.04.2018 kl 17:18 7646

Laget en egen trådstart på dette i går, men det er egentlig bare tull. La ved en feil også trådstarten inn under "Industri" så denne er herved slettet og postes istedet som et innlegg her på denne tråden.


Dyptpløyende artikkel fra Seeking Alpha som konkluderer med at Transocean bør kjøpe Odfjell Drilling.

Gjengir begynnelsen og slutten. Man må nok være registrert/registrere seg (gratis) for å kunne lese hele artikkelen i ro og fred.


Summary

* Offshore drillers could be at the bottom and it is perhaps time to invest in this battered sector again for the long-term, using any weakness.

* Harsh-environment segment in North Sea set to herald wider floater market recovery in 2019 as Transocean looks to scrap further rigs, said Upstream Online.

* Transocean should consolidate its leadership position in the North Sea by acquiring Odfjell Drilling.

...

Conclusion:

After analyzing Odfjell Drilling in details, I came to the conclusion that Transocean should try to acquire Odfjell Drilling to consolidate its leadership position in the North Sea.

The relation with Statoil will be re-enforced and Transocean will add Aker BP as a new client,

On 21 November 2017, Odfjell Drilling entered into a drilling and well alliance agreement with Aker BP. The agreement has a total duration of 5 years plus 5 optional years.

Along with Kuwait Oil Company ("KOC") for the Well Services.

Odfjell Drilling group has been awarded a contract in January 2018 to provide tubular running services, downhole drilling tools, drill pipe, pressure control and wellbore clean up equipment for all of KOC’s drilling and workover operations.

Well Services was one of three successful bidders selected to provide these services both onshore and offshore. The firm duration of the contract is 5 years, based on call-off services. The contract commenced in January 2018.

https://seekingalpha.com/article/4163777-odfjell-drilling-looks-tempting-transocean?page=2

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