sdrl - bunnfiskerekyl
De neste årene vil verdens største oljeselskaper øke investeringene sine kraftig, ifølge en fersk SEB-rapport
Redigert 21.01.2021 kl 09:14
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sparegris
23.08.2019 kl 10:08
3493
Husk å treffe bunnen da. altfor høyt oppe enda...
Redigert 21.01.2021 kl 04:36
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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
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
Redigert 21.01.2021 kl 04:36
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tuja
23.08.2019 kl 10:28
3432
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
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
Redigert 21.01.2021 kl 04:36
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borr skyter i været, kan seadrill være så vennlig å følge på....
Redigert 21.01.2021 kl 04:36
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tuja
30.08.2019 kl 12:29
3162
Burde komme ett kraftig hopp opp i kursstigen. Bdrill opp over 11% nå.
Redigert 21.01.2021 kl 04:36
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Takotsubo
30.08.2019 kl 12:52
3098
Det skjer ikke noe før det kommer predata/USA åpner.
Redigert 21.01.2021 kl 04:36
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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...
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...
Redigert 21.01.2021 kl 04:36
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tuja
30.08.2019 kl 13:04
3060
Da er gapet fra i går lukket. Da er det straka vegen opp igjen. :)
Redigert 21.01.2021 kl 04:36
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2211
30.08.2019 kl 13:40
2969
Kjøpte 5000 til for 22😎
Redigert 21.01.2021 kl 04:36
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Lurer på 70.000 aksjer så klam i hånda. Vi får se den siste timen.
Redigert 21.01.2021 kl 04:36
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2211 skrev Kjøpte 5000 til for 22😎
💪💪💪Tok selv 3k til 22.20. Det blir bare for dumt å ikke laste til disse fantastiske røverprisene
Redigert 21.01.2021 kl 04:36
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sparegris
09.09.2019 kl 21:24
2544
Haha. Morsomt! Samme setningen har gått igjen og igjen siden den lå langt over 100 i kurs😂
Redigert 21.01.2021 kl 04:36
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HP17
16.10.2020 kl 13:51
1795
Ikke glem alle som skal realisere og selge aksjer som seadrill i november og desember for å få skattefradrag for tapet.
Redigert 21.01.2021 kl 04:36
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Aksjemeglern
24.03.2021 kl 07:51
1079
Det er nå etter kursfall til 1 rekylen kommer, da er det meste bunnfiska av aksjer
Ganske sikkert ganske mye videre ned mot 0