RIG Transocean LTD. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
14:00
25 авг
25 авг
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.
Сред.
21:44
11 авг
11 авг
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.
Выс.
20:25
28 июн
28 июн
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.
Сред.
10:39
27 июн
27 июн
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.
Сред.
21:10
16 июн
16 июн
Transocean получила контракты на сумму 185 миллионов долларов.
Transocean получила контракты на сумму 185 миллионов долларов, включая соглашение на пять скважин с Harbour Energy в Норвегии и контракт на две скважины с Santos в Австралии.
14:00
21 мая
21 мая
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.
Выс.
19:13
10 апр
10 апр
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.
Сред.
19:03
10 мар
10 мар
Exited $RIG position based on a technical lower-highs signal, reducing long or closing a trade.
Сред.
16:59
16 фев
16 фев
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.
Выс.
00:17
10 фев
10 фев
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.
Сред.
14:40
09 фев
09 фев
Reports RIG acquiring VAL in stock-for-stock deal, no directional view.
Низ.
Об аналитическом покрытии RIG
Buzzberg отслеживает RIG (Transocean LTD.) в 8 источниках. Бычьих сигналов: 6, медвежьих: 0, от 7 аналитиков. Сентимент преимущественно бычий (55%). Всего отслеживается 11 торговых идей. За последние 7 дней: бычьих: 1. Последние спикеры: Ted Oakley, ParadisLabs, FirstSquawk.