ESV Q4

Öljynporaaja Ensco Internationalin torstaina raportoima tulos:

Liikevaihto $499.6 milj.(-17.4%)
Liiketoiminnankassavirta $283.5 milj. (-27.7%)
Liikevoitto $220.4 milj.(-39.9%)
Nettotulos $210.2 milj.(-30.3%)
EPS $1.46 milj.(-30.9%)

P/E 8.06

Tase
Varat
Likvidit $1,652.8 milj.
Kaikki $6,747.2 milj. (sis. goodwill $336MM)

Velat
Lyhytaikaiset $484.9 milj.
Kaikki $1,240.1 milj.

Omapääoma $5,507.1 milj.

P/B 1.14

Tiedote

CC:n transkriptista:

"What Pemex has also indicated, some new contractual specifications for the rigs it will accept. So there's a belief if Pemex holds to those standards that the incumbent rigs will not necessarily qualify for the forthcoming contracts, so that the number of rigs will remain constant or hopefully increase, but the actual rigs that are contracted in Mexico will change.
Robin Shoemaker - Citigroup - Analyst
Okay. So that was the one where they are specifying the rig can only be a certain number of years old, like built after a certain
date?
William Chadwick - Ensco - COO & EVP
That's correct."

"Dan Rabun - Ensco - Chairman, President & CEO
As we've said in previous quarters, if we can't identify new
investment opportunities, our Board continues at every Board meeting to evaluate opportunities to return capital to shareholders, either in the form of dividends or share repurchases, but this, of course, is a Board level decision. I would like to say that we have spent a great deal of time in the last three to four months soliciting the views of our major stockholders on this issue, and we're very mindful of their thoughts on this matter. And I will say that there also continues to remain an extreme diversity of views on this subject among our shareholders."

"Ian MacPherson - Simmons & Company - Analyst
Okay, got it. Unrelated question, could you comment on the -- there was some industry press commentary about Ensco and
Keppel teaming together to work on a low cost drillship concept for Petrobras. Is there anything to that, that you would want
to comment on now, or do you think that was overplayed in the press?
Rabun:
Well, we don't comment on rumors. And you all know, we actively pursue every opportunity that exists. But I was surprised to
see the article."

Tästä oli Upstreamissa kolmisen viikkoa sitten.