Ensco International Inc. (ESV)

All Comments on ESV

  • commenter
    Aug 05 03:24 PM
    My Website
    Ensco Q2 2008 Earnings Update [view article]
    One problem:

    Complicating the supply equation, however, is finding a shipyard with idle capacity to build new deepwater rigs, according to Ensco Chairman and Chief Executive Dan Rabun.

    industry.bnet.com/ener.../
    Reply
  • commenter
    Jul 31 12:14 PM
    Ensco Q2 2008 Earnings Update [view article]
    Great research piece. Good fact display, well written. Long ESV Reply
  • commenter
    Jul 28 12:40 PM
    Stocks Covered by The Energy Stock Blog [view article]
    ABP synbol has been changed to AXAS. I tried changing the symbol, but it doesn't recognize the new symbol. I enjoy reading Alpha Stock Alerts. Thank you. Reply
  • commenter
    Jul 14 10:43 AM
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    Fireball, conacher is on the toronto echange (cll.to) and pink sheets cllzf.pk in the US. They also have an excellent website with tons of info to review. Reply
  • commenter
    Jul 14 10:41 AM
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    Fireball, connacher is cll.to, or US cllzf.pk. They have an excellent website with lots of info. Reply
  • commenter
    Jul 12 01:25 PM
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    chuckels wow. congrats. u should be chuckling. bqi is up a little over a dollar for me so i am smiling but some days my smile falters a little. is connacher on the american exchanges? sounds very interesting. MARK thank you for the info on a.o.. i thought i might have missed the boat on that one. thanx again for a most helpful article. my biggest holding is bhp. i like the dividend and they are about a double for me right now excluding dividends. i like their broad spread in metals and energies and their cash reserves. a couple of things that have finished well for me are ngs and io. i try to keep a close watch on them to get back in if they pullback enough or if the market pulls them down enough. i have heard but do not know if it is true that bhp sits on a huge stockpile of uranium as an added bonus. supposedly they are just waiting on the australian government approval to start selling it to china. that is rumor to me right now. 800lbGORILLA thank you and NLFEnergy for helpful input. Reply
  • commenter
    Jul 12 12:17 PM
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    I have owned BQI since before it was canwest. It was a uranium name. It has the land, it is progressing, It never has made any money! My original purchase price was .38 a share so I am a happy camper. I like connacher much better from an investment point of view. They have great property. They have gas plays and a refinery as well. They have excuted on a multiyear development plan and are pioneers in sagd oil sand develpment. Most important is the fact they are doubling there production and reserves while cash flow positive and MAKING MONEY! Reply
  • commenter
    Jul 11 11:44 PM
    My Website
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    Thanks for your comments. Very helpful feedback. Atwood Oceanics is a good choice on pullbacks. This is a small oil and gas driller in the offshore market that owns and operates eight premium offshore rigs. Their mixed fleet includes four semi-submersibles and two premium jack-ups. Semi-submersibles are deep-water rigs that can drill down to 25,000 feet or more. As of November 27, 2007 ATW owned and operated eight offshore mobile drilling units located in six regions of the world, including offshore Southeast Asia, offshore Africa, offshore India, offshore Australia. Their numbers look good, but they sell for almost 5 times book value vs. ESV at less than 3X. If ATW falls below 90 I'd be a buyer unless the news was bad. Again, thanks for the comments. Marc Reply
  • commenter
    Jul 11 11:37 AM
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    Lets compare drillers.ESV will have a new deepwater fleet within the next few years.Has some of the best jackups already.DO has 29 or so rigs,but are almost all shallow depths and very old.NE has some new deepwater rigs but has more than half at 20+ years old.RIG has the most,nice deepwater fleet and most are newer,but has a large fleet of old and shallow rigs as well.The 20+ year old rigs cant last forever. Reply
  • commenter
    Jul 11 10:22 AM
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    what about the oilsands shale on this side of the border? any explorers comparable to bqi? that opening this morning was more fun than a bucket of cold water and a slap in the face. if it was not connected to oil it was down at least from my perspective. wide awake now. Reply
  • commenter
    Jul 11 09:26 AM
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    sorry just woke up. thanx to the author. a helpful article. Reply
  • commenter
    Jul 11 09:25 AM
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    what about atwood? just trying to figure out which way to go here. i have a small position in bqi which i do want to increase. Reply
  • commenter
    Jul 10 09:41 PM
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    Good article. I own BQI and it makes sense to own it considering that Suncor is located a bit to the west of their land and Peak Oil will eventually make any stock with "tar sands" exposure rocket up just like the internet stocks in 98. It does have fundamentals too. Reply
  • commenter
    Jul 10 09:28 AM
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    Agree, ESV is good value at this price. If you'd like to hedge it, HP looks overvalued at 17x EPS and negative free cash flow. Reply
  • commenter
    Jul 10 09:24 AM
    Ensco International and Oilsands Quest: Two Diverse Energy Bets [view article]
    You have to be careful when comparing ESV to RIG, DO, or NE for that matter, they don't have as much deepwater exposure as those last three do. Jackup rates have been depressed recently (especially in the Mexican and South East Asian markets) due to spec building coming online from smaller competitors. I like ESV a lot, but I would definitely own the other three companies first with NE being the best option for sure. Reply