reports
- Dylan Shindler
- Laura Chico
Transocean Ltd. Announces Fourth Quarter, Full Year 2024 Earnings Rele...
Transocean Ltd. Announces Fourth Quarter, Full Year 2024 Earnings Release Date STEINHAUSEN, Switzerland, Jan. 28, 2025 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) announced today that it will report earnings for the fourth quarter and full year 2024 on Monday, February 17, 2025. The company will conduct a teleconference to discuss the results starting at 9 a.m. EST, 3 p.m. CET, on Tuesday, February 18, 2025. Individuals who wish to participate should dial approximately 15 minutes prior to the scheduled start time and refer to conference code 540196. The teleconference will be simu...
- Martin Huseby Karlsen
Slow start to 2025 for offshore, but cycle duration highlighted
SLB said on its recent Q4 earnings call that it expects flat global upstream spending YOY in 2025, while Halliburton guided for flat group revenue. Both expect offshore activity to improve as the year progresses, based on numerous FIDs late-2025 and into 2026 – but implying a slow start to the year. These comments mirror feedback we have had from industry sources, although we are already seeing offshore drilling campaigns slipping towards the end of 2026, or even into 2027. Hence, their comments...
SDRL SEADRILL LTD
ARCHERO ARCHER
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
DO DIAMOND OFFSHORE DRILLING INC.
RIGN TRANSOCEAN LTD.
BWO BW OFFSHORE LIMITED
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
OTL ODFJELL TECHNOLOGY LTD
SDNS SHELF DRILLING NORTH SEA
DDRIL DOLPHIN DRILLING
DOFG DOF GROUP ASA
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
- Martin Huseby Karlsen
- Dylan Shindler
- Laura Chico
Moody's Ratings upgrades Golub Capital BDC, Inc.'s senior unsecured ra...
Moody's Ratings (Moody's) has upgraded the long-term issuer and senior unsecured ratings of Golub Capital BDC, Inc. (GBDC) to Baa2 from Baa3. We also upgraded GBDC's senior unsecured shelf rating to (P)Baa2 from (P)Baa3. Following the upgrade, the outlook was changed to stable from positive. RATIN...
- Martin Huseby Karlsen
More Pemex suspensions
With three more suspensions in Mexico and suppliers still waiting for payments, the uncertainty is building in the region. We count eight confirmed suspensions recently (including three for Borr Drilling and one for Fontis Energy) and one termination, and would not be surprised to see more suspensions. While Pemex is in a challenging financial situation with declining production, local reports and statements from the Mexican president suggest suppliers should start to receive payments by March. ...
- Wedbush Research
SAGE SAGE THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
NBIX NEUROCRINE BIOSCIENCES INC.
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
ARDX ARDELYX INC
EA ELECTRONIC ARTS INC.
AAPL APPLE INC.
APLS APELLIS PHARMACEUTICALS
TVTX TRAVERE THERAPEUTICS INC
PLTR PALANTIR TECHNOLOGIES
- Dylan Shindler
- Laura Chico
- Martin Huseby Karlsen
In need to navigate the challenges
With overall offshore oil service demand plateauing on flattish offshore E&P spending and unfolding value chain bottlenecks (FPSO and subsea), offshore drillers are seeing new demand being delayed. While this is supportive for cycle duration, and our base case assumes industry discipline, we see greater bifurcation in deepwater dayrates ahead. The premium jackup market is still in the early stages of absorbing ex-Aramco rigs, and with recent Pemex uncertainty, investors are remaining on the side...
- Dylan Shindler
- Laura Chico
- Wedbush Research
UMH UMH PROPERTIES INC.
TSLA TESLA INC
TSCO TRACTOR SUPPLY COMPANY
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
NVDA NVIDIA CORPORATION
NCMI NATIONAL CINEMEDIA INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
CXW CORECIVIC INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HEAR TURTLE BEACH CORP.
CHWY CHEWY INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
WOOF PETCO HEALTH AND WELLNESS
SNOW SNOWFLAKE INC. CLASS A
FUBO-US FUBOTV
CRSR-US CORSAIR GAMING
GEO-US INC.
GEO GROUP INC.
- Dylan Shindler
- Laura Chico
- Dylan Shindler
- Laura Chico
- Martin Huseby Karlsen
Namibia uncertainty with Shell write-down
Shell is reportedly due to make a write-down in Namibia as discoveries are estimated to be commercially unavailable. Shell has been among the most active oil companies in Namibia, with five discoveries announced, and there have been expectations for future developments. Hence, we see the write-down as a setback for future development activity (which consumes more oil services volumes than exploration). As Total has appeared more optimistic on future developments in Namibia in the past, this setb...
- Martin Huseby Karlsen
While waiting for Pemex
With outstanding Pemex receivables equal to around five quarters of revenues, key for offshore drillers with Pemex exposure (Paratus and Borr Drilling) is to start to collect or monetise receivables during the next few months. Although Pemex is in a challenging financial situation with declining production, local reports and statements from the Mexican president suggest suppliers should start to get paid by March. For Paratus and Borr Drilling, payments would be a relief, while continued delays ...
- Dylan Shindler
- Laura Chico
DEADLINE ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of ...
NEW YORK--(BUSINESS WIRE)-- , a leading national securities law firm, is investigating potential claims against Transocean Ltd. (“Transocean” or the “Company”) (NYSE: RIG) and reminds investors of the February 24, 2025 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See . As detailed below, the complai...
- Dylan Shindler
- Laura Chico
- Dylan Shindler
- Laura Chico
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