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Jayanth Kandalam
  • Jayanth Kandalam

Borr Drilling - Earnings Flash - Q4 And FY 2025 Results - Lucror Analy...

Borr Drilling has reported decent Q4 and FY 2025 results, which were better than consensus and came in at the top end of management's guidance. Rig utilisation levels, contract coverage and the day-rate environment were robust. Cash-flow development was positive, supported by proceeds from the share issue. We expect FY 2026 to be a year of stabilisation, with limited earnings upside mitigated by a well-managed cost structure. Liquidity is ample.

Felix Fischer ... (+7)
  • Felix Fischer
  • Filipe Botelho
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Nexans, Asmodee, Nemak, Ineos, CeramTec, Azelis, Ineos Quattro, Borr Drilling, Nissan Motor, Clarios, Air France-KLM, Cheplapharm, Solenis, Adler Pelzer, TUI

ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Tereos, Virgin Media O2, e& PPF Telecom, TUI, Sunrise, Liberty Global, Constellium, Nimlas, Rekeep, Lecta, Recordati, Borr Drilling

ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Martin Mauseth
Felix Fischer ... (+3)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Constellium, Sunrise, Liberty Global, Pfleiderer, Hapag-Lloyd, Borr Drilling

ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Martin Mauseth
Stephane Foucaud
  • Stephane Foucaud

AUCTUS ON FRIDAY - 13.02.2026

AUCTUS PUBLICATIONS ________________________________________ Criterium Energy (CEQ CN)C; Target price of C$0.35 per share: First Gas in 2Q26 with a Likely Upgrade to Discovered Gas Resources – The contract for the construction of a new 21 km gas pipeline (previously 14 km) for the SE‑MGH 5–7 mmcf/d development was signed in early January. Site preparation is already underway, with first gas expected in 2Q26. Project capex is now estimated at US$2 mm (vs. prior guidance of US$2–3 mm), of which US...

ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Thijs Berkelder
Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Thijs Berkelder
Felix Fischer ... (+4)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Telecom Italia, Novelis, Bombardier, Intrum, Rexel, TK Elevator, Mehilainen, Allwyn (formerly Sazka), Atalian, Ineos, Synthomer, Borr Drilling

ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Thijs Berkelder
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
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