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Ultradeep Profile picture
Ultradeep
@Ultradeep3
Stephen Leung Profile picture 2 subscribed
May 8, 2023 • 4 tweets • 3 min read
Offshore update: #TrustTheProcess $OIH $SLB $RIG $NE $VAL $SDRL 1/4 2/4 ImageImageImageImage
Jan 17, 2023 • 10 tweets • 3 min read
#offshore deepwater drilling - look back at the previous cycle peak/near peak (late 2013) $OIH $RIG $NE $VAL $SDRL 1/10 Rising DRs & utilization similar to the current cycle but new rig orders MIA/asset values muted. With supply side frozen (except a few stranded rigs) + utilization tightening expect asset values to start driving the equity bus. Headroom up to fair value sizeable 2/10