sdrl - bunnfiskerekyl


De neste årene vil verdens største oljeselskaper øke investeringene sine kraftig, ifølge en fersk SEB-rapport
Redigert 09.09.2019 kl 21:19 Du må logge inn for å svare

Husk å treffe bunnen da. altfor høyt oppe enda...

mulig litt mer ned who knows, men rekyl er nok ikke langt unna, ref:

analytiker Magnus Olsvik i Kepler Cheuvreux.



- Utnyttelsen i jack-up-markedet er på over 80 prosent, og ratene har steget i alle regioner over hele verden, fortsetter han overfor Finansavisen
tuja
23.08.2019 kl 10:28 1400

Pluss på en helt fersk analyse fra NDR etter kv.rapport, så ser man hvor Drillen skal på litt sikt:

Stock Report
Equity Research
21 August 2019
Buy
Seadrill
Norway | Oil Services
Business description
Seadrill Ltd is an offshore deepwater drilling company. Seadrill Ltd's fleet is among the youngest and most sizeable fleets of modern sophisticated assets in
the rig space, encompassing seventeen UDW rigs, two midwater rigs and sixteen jack-ups (includes three jack-ups the company has a 66% ownership interest in).
Of these, five floaters and three jack-ups are harsh-environment-capable assets.
Furthermore, the company has ownership stakes in Seadrill Partners, Seamex, Seabras and Archer.
Investment caseSeadrill emerged recapitalised from Chapter 11 on 2 July 2018 with a strengthened capital structure and was recently relisted in the US and Norway.
While its net debt in absolute numbers is higher than that of peers, its average debt per floater equivalent is below the sector average. Its liquidity reserves are also in line with larger peers', but it has more potential to boost its reserves by selling non-core assets and deleveraging its balance sheet. We believe its backlog is set to get bigger. Given where we are in the cycle, it is just a matter of time before pricing power returns. With oil prices now trading above cash breakeven for oil companies, and oil reserves shrinking due to underinvestment and low discovery rates, the stage looks set for increased offshore activity.
Main risks
Key downside risks: No market improvement; failing to secure employment for the rigs; reduced demand for exploration, development, or production due to low oil prices.
Estimate changes
We update our estimates to reflect the Q2 figures, recent contract awards, and
some utilisation adjustments for rigs with near-term availability. We also model GulfDrill, the new 50/50 JV with Seadrill, which we expect to start paying
dividends 12 months after the last rig commences its contract.
KEY INFO
NOK 227.0
Target price
NOK 227.0
Fair Value
NOK 26.34
Share price


borr skyter i været, kan seadrill være så vennlig å følge på....
tuja
30.08.2019 kl 12:29 1131

Burde komme ett kraftig hopp opp i kursstigen. Bdrill opp over 11% nå.

Det skjer ikke noe før det kommer predata/USA åpner.

Healthier drilling levels portend improved market outlook
29 Aug 2019
by John Snyder
A recovery in the market is underway, with global offshore drilling rig utilisation rising


https://www.rivieramm.com/news-content-hub/news-content-hub/healthier-drilling-levels-portend-improved-market-outlook-56040



bare å klæmpe på nå, det smeller oppover snart, de smarte kjøper nå...
tuja
30.08.2019 kl 13:04 1029

Da er gapet fra i går lukket. Da er det straka vegen opp igjen. :)
2211
30.08.2019 kl 13:40 941

Kjøpte 5000 til for 22😎
30.08.2019 kl 15:09 856

Lurer på 70.000 aksjer så klam i hånda. Vi får se den siste timen.
30.08.2019 kl 15:21 827

💪💪💪Tok selv 3k til 22.20. Det blir bare for dumt å ikke laste til disse fantastiske røverprisene
09.09.2019 kl 21:08 576

Det ser meget bra ut 💪💪💪💪

nyse 2.88$ - 25.72 👍
Redigert 09.09.2019 kl 21:10 Du må logge inn for å svare

Haha. Morsomt! Samme setningen har gått igjen og igjen siden den lå langt over 100 i kurs😂