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User 59602

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  • What Will North Atlantic Drilling IPO Bring To SeaDrill? [View article]
    Oversupply of deep water rigs is a real issue and should not be taken litely. SDRL has a large chunk of its fleet up for repricing in '15 & '16. NADL however is a different animal. What the author didnt mention is that NADL's rigs are "harsh water environment" rigs and those are in very high demand. Especially, with Russia potentially openning itself up for offshore exploration and development, the growth prospects are pretty good.
    Finally, 10% yield AND free cash flows. Solid!
    Jan 30 01:23 PM | Likes Like |Link to Comment
  • Chesapeake Energy Can Rise To $35 [View article]
    $4bill funding gap and natty heading south (avg 2Q price $4mmcf vs $3.35 now). do the math
    Aug 12 10:39 AM | 1 Like Like |Link to Comment
  • Kodiak Oil & Gas (KOG +2.2%) sees upside into the close on takeover chatter after the company reportedly canceled from an upcoming BMO conference. KOG's plentiful Williston Basin assets, worth as much as $13-$15/share, are said to have attracted interest from major oil players. [View news story]
    i think the entire basin should be consolidated and possibly will. KOG, OAS, NOG, WLL...all should go
    Jan 7 05:33 PM | Likes Like |Link to Comment
  • Anadarko Ready For A Massive Rally [View article]
    Not a word about Tronox in the article... Could be 5-10-20 billion liability...who knows for sure? Nobody.
    Jun 14 05:35 PM | Likes Like |Link to Comment
  • Aubrey McClendon may be losing his title of chairman, but he seems poised to keep his powers: Reuters reports the Chesapeake (CHK -2.5%) board has changed the bylaws to allow the CEO to keep powers he held as Chairman. McClendon and the still-unnamed chairman each will be able to call special meetings of shareholders and the board, leaving governance types scratching their heads.  [View news story]
    He should go to jail, not run a company
    Jun 13 05:39 PM | 1 Like Like |Link to Comment
  • Considering coming out of cash and and wading back into the markets? Look at energy, says Real Money's Daniel Dicker, particularly offshore drilling companies. Offshore profitability is almost entirely based on crude oil pricing, and Dicker is convinced that crude oil prices will find a bottom well above $100/bbl. This will make the most challenging offshore operations, using the deep and ultra deep water rigs owned and leased by companies like SeaDrill (SDRL), Transocean (RIG), Ensco (ESV) and Rowan (RDC) increasingly profitable through 2012-13.  [View news story]
    One thing to consider when investing in drillers is their ability to kill the cycle by overbuilding the equipment. There are 87 Jackups and 94 Floaters are set to enter the market from now until 2015 with 76% of the jackups and 47% floaters without a contract... So, one would have to assume those will all find home at rates close to where they are now.
    May 27 02:26 PM | 2 Likes Like |Link to Comment
  • 3 Reasons To Buy Halliburton While The Stock Is Cheap [View article]
    Again, please read the product lines for what HAL does vs FTI, CAM, NOV. Different businesses.
    May 20 11:14 PM | Likes Like |Link to Comment
  • 3 Reasons To Buy Halliburton While The Stock Is Cheap [View article]
    Why would you even think about comparing HAL to Oil Majors? The comps are BHI, SLB, WFT. Get it right.
    May 20 07:45 PM | 1 Like Like |Link to Comment
  • The first criminal charges are brought in the Deepwater Horizon accident, with a former BP engineer arrested for intentionally destroying evidence requested by federal authorities. (PR)  [View news story]
    They will just say what HAL said, that those tests were completed for their internal needs and could therefore be destroyed without any consequence
    Apr 24 11:01 PM | Likes Like |Link to Comment
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