"Seadrill will be in a stronger position to undertake transactions following the planned listing in the United States. This strategy could enable Seadrill to increase its dividend and thereby de-risk our $3.00 dividend as well as our bull case valuation of 240 crowns (per share)," Morgan Stanley says in a note. "Seadrill will be in a stronger position to undertake transactions following the planned listing in the US. This strategy could enable Seadrill to increase its dividend and thereby de-risk our $3.00 dividend as well as our bull case valuation of 240 crowns"
Ja nopeasti. Mikään muu ei selitä tuota.
Rowanin tuoreessa fleet status reportissa on puolen tusinaa uutta jackup-sopimusta. Perus ultra premiumien dr:t ovat vieläkin tuolla $110-130 000 seudulla, mutta näyttävät liikahtaneen hieman ylös päin ja heavy duty-kaluston $180-200 000. Perus eli commoodity jauckuppien dr:t eivät näytä suuremmin liikkuneen.
Priden eilisen raportin jackup-kommentti:
"The company remains cautious regarding the near-term outlook for the jackup rig sector, with the combination of new rig supply and growing rig availability in the existing fleet currently exceeding a modest increase in tendering activity. A total of 33 jackup rigs are expected to complete construction programs in 2010, with an additional 17 units in 2011. An estimated 85% of these new rigs are currently uncommitted. In addition, approximately 47% of the active fleet worldwide should complete contracts during the year"
Foolissa oli kiva artikkeli deepwaterista. Kevyttä kuten tuon julkaisun tavara muutenkin, mutta nostaa esille vakavan asian eli lähitulevaisuuden mahdollisen ylitarjonnan:
Deepwater Drillers: Just Dandy, or Downturn Ahead?
No comments:
Post a Comment