Seeking Alpha

Vartu

Vartu
Send Message
View as an RSS Feed
View Vartu's Comments BY TICKER:
Latest  |  Highest rated
  • What Is Seadrill's Real Exposure To Petrobras' New 5 Year Spending Cut? [View article]
    I've been right here. I felt it was a safe assumption that Itzik12 bought SDRL before the dividend suspension. I did. While I am not happy to be missing those dividends, SDRL had to make some tough decisions with the sudden decline in oil price.
    Jun 30, 2015. 01:04 PM | 4 Likes Like |Link to Comment
  • Seadrill Drilling Into Debt [View article]
    Yeah, those K-1s are hell!
    Jun 30, 2015. 09:27 AM | Likes Like |Link to Comment
  • What Is Seadrill's Real Exposure To Petrobras' New 5 Year Spending Cut? [View article]
    A solid company with modern equipment, a nice dividend and involved with producing a product that is one of the basic essentials in the industrial and consumer world, oil. You just failed to see that suddenly there would be a glut. You're not the only one.
    Jun 30, 2015. 09:25 AM | 24 Likes Like |Link to Comment
  • Apple extends Liquidmetal exclusivity deal by another year [View news story]
    Could be different this time.
    http://bit.ly/1Lp15JT
    Jun 24, 2015. 07:15 PM | 1 Like Like |Link to Comment
  • Seadrill Ltd.: Whatever Happened To Patience? [View article]
    Gene is so busy bashing that he hardly has time to read what he is responding to. Very tiresome. Yes, we know he doesn't like SDRL, why not move on?
    Jun 20, 2015. 10:39 PM | 1 Like Like |Link to Comment
  • Seadrill Ltd.: Whatever Happened To Patience? [View article]
    SDRL is down 73%, RIG is down 63% and ORIG is down 71% in the last 12 months. SDRL's suspension of its dividend probably accounts for being down the most..
    Jun 20, 2015. 10:31 PM | 2 Likes Like |Link to Comment
  • Seadrill sells rig to Seadrill Partners to raise cash [View news story]
    "Some differences" can mean real headaches at tax time.
    Jun 17, 2015. 09:40 AM | Likes Like |Link to Comment
  • Seadrill sells rig to Seadrill Partners to raise cash [View news story]
    SDRL's canceling the dividend (RIG's dividend reduction) was an indication of anemic conditions. Conserving cash continues to seem prudent, until things settle more. Doesn't SDLP pay distributions rather than dividends?
    Jun 17, 2015. 08:55 AM | 3 Likes Like |Link to Comment
  • The Apple Vs. Google Battle Has Changed [View article]
    Yeah, but it still riles me that Google was working on Android while the Google CEO was sitting on Apple's BOD. Then Google gives Android away for free to Apple's competitors while Apple spends millions and millions of dollars developing its iOS.
    Jun 4, 2015. 09:52 PM | 4 Likes Like |Link to Comment
  • Seadrill: Still Unimpressed [View article]
    Correction, they were all down today, but SDRL was down a bit more than ORIG. SDRL up in after hours.
    May 28, 2015. 06:11 PM | 1 Like Like |Link to Comment
  • Seadrill: Still Unimpressed [View article]
    WTI and Brent were down today, so were RIG, ORIG, ESV, PACD and of course SDRL. ORIG was down more than SDRL, so let's just say oil and offshore drillers were all off today. Better days ahead.
    May 28, 2015. 05:46 PM | 1 Like Like |Link to Comment
  • This Might Be A Good Time To Consider Linn Energy [View article]
    Fortunately, "Natural gas hedged 100% through 2017" and Oil hedged ~70% in 2015 and ~65% in 2016."
    May 22, 2015. 09:23 AM | Likes Like |Link to Comment
  • Seadrill Ltd: Complete Fleet Status Analysis As Of May 6th And Commentary [View article]
    Profit taking and oil (WTI & Brent) dropped slightly today.
    May 14, 2015. 02:44 PM | Likes Like |Link to Comment
  • Seadrill: My Favorite Idea That Everyone Knows, But That No One Understands [View article]
    Sure it's history, but why would anyone sell that many shares at such a discount? Either it was a dumb error or ????
    May 6, 2015. 12:52 PM | 1 Like Like |Link to Comment
  • Seadrill: My Favorite Idea That Everyone Knows, But That No One Understands [View article]
    I wonder why after the close yesterday, there was a sale of 57k at $13.32 -- well below the close.
    May 6, 2015. 10:02 AM | Likes Like |Link to Comment
COMMENTS STATS
225 Comments
299 Likes