RIG Transocean LTD. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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14:00
Aug 25
Aug 25
Own high-yield cheap energy producers/services.
Several energy names are still cheap on cash flow and pay high dividends. Northern Oil and Gas yields about 7.5%, Kimbell Royalty yields about 11%, and service companies such as Schlumberger, Transocean, and Nova Drilling should benefit from $70-$80 oil and would benefit even more if oil spikes.
MED
21:44
Aug 11
Aug 11
Energy stocks are cheap and underowned.
Oil and gas companies across the value chain are cheap on a relative basis (7–8x earnings), with solid dividends and strong numbers. Fossil fuel avoidance by many investors is creating a valuation anomaly. The entire energy sector (producers, midstream, service companies, drillers) benefits from looming supply tightness.
HIGH
20:25
Jun 28
Jun 28
Watch RIG — trades at distressed valuations (P/B ~0.93) despite ~$1.6B backlog added since.
Watch RIG — trades at distressed valuations (P/B ~0.93) despite ~$1.6B backlog added since April and fixtures at ~$550k/day. Potential re-rating from Transocean-Valaris merger approval. No position taken; oil price collapse below ~$60 WTI is key risk.
MED
10:39
Jun 27
Jun 27
Watch RIG as a distressed cyclical with improving fundamentals — P/B ~0.93.
Watch RIG as a distressed cyclical with improving fundamentals — P/B ~0.93, ~$1.6B backlog added since April, utilization approaching 100% by 2027, potential re-rating from Transocean-Valaris merger. Author finds it compelling but has no position yet.
MED
21:10
Jun 16
Jun 16
Transocean secures 185 million dollars in contract awards including a five-well deal.
Transocean secures 185 million dollars in contract awards including a five-well deal with Harbour Energy in Norway and a two-well contract with Santos in Australia.
14:00
May 21
May 21
Energy underowned, expect massive rally.
Energy is massively underowned at only 3% of the S&P 500, up 35% year-to-date, and will likely rip like gold and silver did last year as investors scramble to catch up. He owns a full spectrum from producers (Chevron, Exxon, Matador) to midstream/pipelines (Enterprise Products, Energy Transfer) to rigs (Transocean, Noble Drilling) and services (Schlumberger, National Energy Services Reunited). The thesis is supported by strong cash flows, dividends, and years of required maintenance work.
HIGH
19:13
Apr 10
Apr 10
McCullough is actively adding to an existing long position in Transocean (offshore driller).
McCullough is actively adding to an existing long position in Transocean (offshore driller), disclosing ongoing accumulation at current levels.
MED
19:03
Mar 10
Mar 10
Exited $RIG position based on a technical lower-highs signal, reducing long or closing a trade.
MED
16:59
Feb 16
Feb 16
Long $RIG — speaker confirms Transocean ownership in current trading-account holdings as part.
Long $RIG — speaker confirms Transocean ownership in current trading-account holdings as part of an oil services exposure with CVX/XOM.
HIGH
00:17
Feb 10
Feb 10
The acquisition of Valaris by Transocean is presented as evidence supporting a bullish.
The acquisition of Valaris by Transocean is presented as evidence supporting a bullish, multi-year upcycle thesis for the offshore drilling sector.
MED
14:40
Feb 09
Feb 09
Reports RIG acquiring VAL in stock-for-stock deal, no directional view.
LOW
About RIG Analyst Coverage
Buzzberg tracks RIG (Transocean LTD.) across 8 sources. 6 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (55%). 11 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Ted Oakley, ParadisLabs, FirstSquawk.