BO BORR Borr Drilling Limited Загрузка... : Бычьи и медвежьи мнения аналитиков

Borr Drilling (BORR) remains a holding despite the stock's appreciation, because the world's demand for oil continues to rise, jackup rigs are the fastest and cheapest way to increase production, and the Iran conflict has shifted global focus to energy security, which should drive more jackup contracts. The stock was bought at much lower prices, and though the fund reduced its position from 30% to 10%, the thesis still holds.