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Vartu

Vartu
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  • Seadrill Angers EU With Rosneft Deal, New Sanctions May Hurt [View article]
    Russia needs the money from selling its oil and gas. Sanctions aren't fun, but neither is allowing Putin to control Ukraine. After Ukraine, the Baltics? Poland?
    Sep 12 01:01 PM | 6 Likes Like |Link to Comment
  • Seadrill Angers EU With Rosneft Deal, New Sanctions May Hurt [View article]
    This has to come to a conclusion. If the Russian troops are, indeed, withdrawn, perhaps this will wind down. Remember that Putin has always said that his troops were not in Ukraine, so he doesn't lose face if they have left. He can say he has brokered peace between the separatists and Kiev. If the sanctions are reduced and eventually ended, SDRL and NADL will really move up.
    Sep 12 10:50 AM | 5 Likes Like |Link to Comment
  • Corning Gorilla Glass Retains Its Dominance Over GT Advanced Technologies' Sapphire [View article]
    It's very surprising that any Apple employee would discuss components of Apple products. I'd think there could be grounds for dismissal.

    Since Cook's only reference to the glass referred to some ion treatment, that would allow Apple to use any appropriate glass that had that treatment.

    Not sure about the benefits of Sapphire over GG. The Corning CEO on CNBC this week made a strong case for GG regarding durability and energy efficiency.
    Sep 12 08:34 AM | 1 Like Like |Link to Comment
  • Corning Gorilla Glass Retains Its Dominance Over GT Advanced Technologies' Sapphire [View article]
    GLW has a mkt cap of 27B. IPhone or not may not be enough to move the needle.
    Sep 11 06:25 PM | Likes Like |Link to Comment
  • GT Advanced Technologies - Short Interest Drops, But Does It Matter Now? [View article]
    But these "nauseating articles" trigger valuable discussion that would be difficult to find anywhere else.
    Sep 11 05:43 PM | 4 Likes Like |Link to Comment
  • Update: InvenSense And Apple Sneak Peek [View article]
    This interview is what got me interested in INVN about 4 months ago. Seems to me the interview went a bit longer.
    http://cnb.cx/1qyOQk6
    Sep 7 10:50 PM | Likes Like |Link to Comment
  • Update: North Atlantic Drilling Sells 30% Equity Stake To Rosneft In Exchange For Onshore Drilling Assets In Russia [View article]
    An active and more useful discussion site can be found at??????????
    Sep 5 08:26 AM | Likes Like |Link to Comment
  • Seadrill Ltd: Check The Risk Factors [View article]
    I'd think factors that make fracking difficult would encourage and be a tail-wind for offshore drillers.
    Sep 4 08:33 AM | 3 Likes Like |Link to Comment
  • Seadrill Ltd: Check The Risk Factors [View article]
    Don't wait until the train has left the station. Buy a little now and average down later.
    Sep 3 08:53 AM | 2 Likes Like |Link to Comment
  • Seadrill Limited: Complete Fleet Status And Second Quarter Results Analysis [View article]
    Thanks. Sure would hate, in the unlikely event of $80 (or lower) oil, for customers to walk away from their contracted day rates.
    Sep 1 08:36 AM | Likes Like |Link to Comment
  • Seadrill Limited: Complete Fleet Status And Second Quarter Results Analysis [View article]
    For several years, some of those "experts" have been saying that oil ought to be in the $80-$85 range. I know Saudi Arabia needs $100/barrel to keep its population from getting too restless, but I wonder at what point day rates become negotiable.
    Aug 31 05:55 PM | Likes Like |Link to Comment
  • Seadrill Limited: Complete Fleet Status And Second Quarter Results Analysis [View article]
    Russia's western neighbors need the gas, but Russia badly needs the money it gets for selling that gas. Don't forget that the Russian economy is highly dependent on its oil and gas.
    Aug 31 03:08 PM | 1 Like Like |Link to Comment
  • Seadrill Limited: Complete Fleet Status And Second Quarter Results Analysis [View article]
    If the price of Brent were to fall substantially, would there be any threat to the day rates the drillers get?
    Aug 31 09:02 AM | Likes Like |Link to Comment
  • Seadrill Limited: Complete Fleet Status And Second Quarter Results Analysis [View article]
    But Russia need the money from the sale of that gas. Except for its oil and gas, the Russian economy is a disaster.
    Aug 30 10:57 AM | 1 Like Like |Link to Comment
  • Seadrill sinks as "fierce" competition hits earnings [View news story]
    True, there are some pretty bad articles, but many of those trigger some of the most useful comments -- even some excellent debates.
    Aug 28 09:42 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
172 Comments
158 Likes