BORR Borr Drilling Limited Loading...

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11:00
May 09
Marcelo Lopes Gestor da L2 Capital Fernando Ulrich
Oil demand rising, jackups essential.
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.
BORR 1ST
HIGH

About BORR Analyst Coverage

Buzzberg tracks BORR (Borr Drilling Limited) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Latest voices: Marcelo Lopes.