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BTIG offshore oil services outlook
“Despite the Recent Weakness in Oil, the Oil Price Backdrop Points to Another Year of Increased Offshore Activity.”
Top pick: $RIG, “we like a good deleveraging story,” $5 price target. Just kidding, BTIG thinks Santa’s coming, $12 target. https://t.co/892LC0HU6G
$RIG has the only two 8th Generation drillships (rated to 20K Psi) and $SHEL just approved developing a Gulf of Mexico 20K Psig project.🧐👇 https://t.co/DmZQ630kdB
This person continuously bangs the drum for $Borr. Within my company, the jackup fleet was the sole sector that consistently turned a profit throughout the downturn while the deepwater rig I was assigned to did not make a dime for 6 straight years . . . even when we had a contract we were still operating at a loss. While $rig has some very high spe... See more
Mayor of Offshore Drillingx.com
$RIG $VAL $TDW $SLB $NE $TTE $ODL.OL $SHEL Deepwater 2024 Outlook, Part 2 of 5. "It's Getting Crowded in Namibia" 🇳🇦
Namibia is the global hotspot in offshore exploration after the well-publicized success of TotalEnergies and Shell in 2022-2023 with the Venus, Graff, Jonker discoveries, amongst others. The success has... See more
$RIG $NE $VAL $DO $SDRL $BORR $ODL.OL Deepwater Weekly Update, Nov 4, 2023. "Temporary White Space in a Multiyear Upcycle"
RIG, NE and Odfjell all reiterated their confidence of being in the early stages of a “healthy” and “multi-year” upcycle on their conference calls this week, although the topic of “white space” (lon... See more
This guy explains the finances of the Oilfield career https://t.co/Vf8tvyOQHm
Financial Dystopiax.comStorkontrakt til $SUBC, estimatene ned på $DDRIL og $NOL, $MGN-kommentarer og $PGS-kontrakt📝
Les dagens Energy Daily for våre analytikerkommentarer: https://t.co/d0iFP8mZES
Som... See more
Pareto Securities ASx.com