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  • Seadrill (SDRL) increases its stake in struggling rival Sevan Drilling (SDRNF.OB) to 50.1% and will make a mandatory offer for the rest of the company. SDRL is reacting to Sevan's recently revealed financing plan to issue $500M in senior secured bonds and finalize a $1.45B corporate bank facility to refinance outstanding debt, which SDRL calls "value destructive for shareholders." [View news story]
    I think the increase in the share price demonstrates the market's impression of JF's move. I am willing to ride on his to date sound judgment until it demonstratively proves otherwise.
    Jun 27, 2013. 10:47 AM | Likes Like |Link to Comment
  • QuickChat#233, May 29, 2012 [View instapost]
    FPA - this (the Obama article) is remarkable if true.
    Jun 1, 2012. 11:24 AM | 4 Likes Like |Link to Comment
  • Ship Tracking Indicates Offshore Opportunities [View article]
    Thank you for the informative article. Was wondering if you have looked at a smaller company, DSSPF (Deep Sea Supply).
    May 30, 2012. 12:06 PM | Likes Like |Link to Comment
  • QuickChat #232, May 14, 2012 [View instapost]
    LT: Thanks for the link. While you are right that most of us here may know the history, the article succinctly traced the arc of the Eurozone (and its pending demise) and it was well worth the refresher.
    May 24, 2012. 12:08 PM | 3 Likes Like |Link to Comment
  • The Long Road To A Dividend Growth Strategy [View article]
    Nice article. I liked your profile. My brother and sister-in-law both were sports writers. She still works for the NYT, but my brother left sports journalism after 30 years. He now works for an environmental/climate org. Like you, they have no debt or mortgage. I wish i had followed him, and you, down that path. But have learned that a dividend portolio is the mature way to consistent growth. Good luck.
    May 24, 2012. 02:20 AM | Likes Like |Link to Comment
  • Seadrill Can Afford Its Recent Dividend Increase [View article]
    PH: Thanks for the article. The inside info on why/how the special dividend is being paid helps assuage any doubts I may have about holding SDRL for the long haul.
    May 21, 2012. 11:02 AM | 2 Likes Like |Link to Comment
  • QuickChat #232, May 14, 2012 [View instapost]
    JS: I agree with you - we could use less attorneys. I love it when there is less competition.
    As an aside, recently read your profile and think we have similar backgrounds and interests. I attended The Fletcher School of Law and Diplomacy; and ever since I realized that Ulan Bator is an oft used crossword puzzle question/answer, I have been interested in Mongolia. Your recent travels there must be fascinating.
    May 15, 2012. 02:42 PM | 5 Likes Like |Link to Comment
  • QuickChat #232, May 14, 2012 [View instapost]
    JS: Be gentle when discussing lawyers. Some of us have feelings ya know! :)
    May 15, 2012. 11:47 AM | 3 Likes Like |Link to Comment
  • Seadrill: Well-Positioned To Take Advantage Of Rising Offshore Dayrates [View article]
    PH: Thank you for your trenchant analysis. Am long SDRL at about 27; holding for the long haul.
    Apr 29, 2012. 10:38 AM | 1 Like Like |Link to Comment
  • QuickChat #230, April 12, 2012 [View instapost]
    I surmise than that you were in STTYF earlier, but got out. The long term trend over the last year is clearly, albeit gradually, down. This looks like a VERY long term hold; wondering what time frame you would consider it to be for.
    Apr 25, 2012. 11:20 AM | 3 Likes Like |Link to Comment
  • QuickChat #230, April 12, 2012 [View instapost]
    TB: Was wondering if you like SNDXF over SDXXF, or vice versa, and what is/are the relative merits of one over the other? Also, do you also follow and/or invest in STTYF, Sandstorm's streaming model for metal's and energy?
    Apr 25, 2012. 10:34 AM | 2 Likes Like |Link to Comment
  • 3 New Contracts Show Positive Developments For Offshore Drilling Companies [View article]
    PH: Thanks for your continued coverage of SDRL. Have a small position in it, which I hold, and continue to try and trade in/out of options; your coverage is a great help. Have a great weekend. GG
    Apr 13, 2012. 05:28 PM | Likes Like |Link to Comment
  • Babies That Have Been Thrown Out With The Natural Gas [View article]
    PB. I agree GMET has been beaten badly, and falling under 1.00 makes the klaxons sound. But do you see any real prospects for GMET . . .
    Apr 6, 2012. 11:33 AM | Likes Like |Link to Comment
  • 5 Covered Calls: CBL Is Our Play Of Choice [View article]
    i like idea of picking up SDRL at 33. i got out on thursday at 36.47 becuase it looked like it was still on its way down from its top at 42. But as yesterday showed, i was wrong, and it still is on a leg up. Bummer
    Mar 30, 2012. 07:00 PM | Likes Like |Link to Comment
  • QuickChat#229, March 29, 2012 [View instapost]
    That article is what first attracted me to SDRL and MNHVF back in 2011. Would love to see the same author do an 2012 update.
    Mar 30, 2012. 06:52 PM | 4 Likes Like |Link to Comment