🇳🇴 Fearnley Offshore Drilling
Offshore Drilling & Oil Sevices
Truls Olsen, Head of Research
Live tweet of slides from presentation
Offshore Drilling & Oil Sevices
Truls Olsen, Head of Research
Live tweet of slides from presentation
Sentiment improving, the best in 10 years
Macro risk versus spending discipline
Valuations, etc.
Premiums not baked in.
Premiums not baked in.
Dayrates improving ($500k next barrier to be broken)
Steel value
$RIG $VAL $SDRL $SHLF $DO $BORR 🔥
PDO bonanza
Seismic
$TDW
Overweight the sector, "Buy it all!"
Buy recommendations
$SBX $TDW $SDRL $VAL
/end
$SBX $TDW $SDRL $VAL
/end
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