Heavy liftaajista pulaa
"Finally, the Noble day are remaining semisubmersible construction project in Singapore is going well and according to our schedule, but we’ve been informed by our heavy lift contractor that they will be delayed due to an issue with the rig being scheduled to be moved immediately prior to day.
We’ve looked at alternative vessels by given the size of a Noble Jim Day in a very limited number of ships capable of carrying such a large vessel, this is going to push our departure from the end of April to the end of May. Unfortunately, this will fall directly in the critical path and we therefore we won’t go on contract on Marathon until September rather than August"
Ostomahdollisuuksia?
"I’ve also said in the past, we actually were preferred to see more turmoil for longer duration to create more distress among some speculative new builders and thereby develop some opportunities to acquire assets.
So far this hasn’t exactly worked as well as we had hoped and we remained focused on looking at these types of opportunities to expand the fleet, at prices we think makes sense and adds value to shareholder, it apparent with the cycle may not as deeply as some Marathon a year ago. It’s a good news bad news situation. Good for the overall market, but bad if you’re hoping to pick up assets on the cheap"
Jackupit
"I’m pleas to report that, bidding activity increased slightly during the fourth quarter from what we saw early in the year. The jackups we continue to see a significant difference between utilization figures for independent outside like candidly the units and regions outside the U.S. and utilization of all jackup classes in the U.S. Gulf of Mexico.
"Regionally, the industry saw a slight utilization increase during the quarter in West Africa in the North Sea, while most other regions were little changed. Day rate fixtures for international jackups are generally holding in the $85,000 to $115,000 per day range that we’ve been discussing for some time"
Deepwater
"Discussions also picking up in deepwater there some concern out there that there’s going to be a surplus of deepwater units in 2011 as rigs roll off contract.
We’re not overly worried about this market segment. Improved prices certainly support continued exploration and development and while we haven’t seen any confirmed fixtures sometime we believe deepwater day rates will continue to supported for strong margins and good returns.
Käteinen
With regard to how much you need or how much you want, it’s kind of like asking how long is the line? We’ve made a lot of money but haven’t made it all, and we want to make as much money as we can for our shareholders, and there’s still opportunities out there. Some you guys know about. We probably have people on the call; we can discuss three or four intimately, but there are others some you know about, some you don’t. We’re not going to get down in the details of talking about them, so there are a lot of possibilities; both on small deals and large deals"
En ollenkaan pidä johdon asenteesta noiden rahojen suhteen. Kommentit(eivät vain nuo mitkä sitaatissa) ovat melkeinpä röyhkeitä.
Vielä dw:sta
"Dave and Roger, I think you characterized the deep water market last call looking out to 2011 as sort of a gain in the check and there was still a lot of uncontracted supply, but there was a fair amount of demand. Can you update your thoughts on 2011?
David Williams
Jim, I think it’s still the case. There’s a lot of conversation going on. There’s a lot of customers that are in either the formal or the informal bid process right now. A lot of talk around Petrobras being in the market for 2400 units, and that could take one or as many as four off the market here over the next few weeks.
The second element of this and we spoke about it before is that operators don’t have to dial-in to use lead time to get their unit. So I still think we have that game of chicken going on"
Petrobras
"Petrobras, the greater Brazil would like to see these projects, there’s a maximum for the Brazilian economy. Our view is as work through this bid process is that there’s not a lot of capable capacity to build these units and that being the case, where there’s short apply, one might argue that the pricing on these projects is going to be considerably greater than building the units outside Brazil, which will result in dayrates that could be quite a bit higher than Petrobras has historically been prepared to pay.
So there you’ve got the bust. When they could go to the open market now and contract a good quantity of the demand. So again, I think it’s just going to be one of those things we’ll watch. The bid may get extended. We hear a lot of talk about that. Everybody will give this thing a shot, but it is a long shot in terms of local construction"
PÄIVITETTY 31.01.3010
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