Company Overview and News

UPDATE 1-Out of bankruptcy, Seadrill eyes closer ties with oil service firms

2018-04-18 reuters
OSLO (Reuters) - Offshore oil driller Seadrill (SDRL.OL) plans to emerge from Chapter 11 bankruptcy in late June or early July to catch the rising wave of rig market activity, its chief executive told said on Wednesday.
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SDLP / Seadrill Partners LLC 20-F

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Offshore Drilling And Offshore Support Vessel Stocks Ahead Of The Earnings Season

2018-04-06 seekingalpha
It's time for a traditional pre-earnings article on offshore drillers and (new addition) offshore support vessel providers.
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Offshore Drilling Stocks: Mixed Performances in March

As of March 29, 2018, Ensco’s (ESV) stock price has dropped 1.1% since the beginning of the month. The stock is trading 53.7% lower than its 52-week high and 7.1% higher than its 52-week low.
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MLPs That Fell the Most in the Week Ended March 30

Navios Maritime Midstream Partners (NAP), the MLP involved in marine transportation of fuel, including crude oil, refined products, and NGLs (natural gas liquids), was the MLP that fell the most last week, which ended March 30. It fell a massive 54.2%, which could be attributed mainly to its recent rating downgrade by JPMorgan Chase. It lowered NAP to “underweight,” which is equivalent to a “sell,” from “neutral,” which is equivalent to a “hold.
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Analyzing Seadrill Partners’ Latest Contract Acquisition

Last week, Seadrill Partners (SDLP) announced a new contract. In this part, we’ll discuss the contract, Seadrill Partners’ backlog, and the fleet’s contract status.
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Rig Supply Fundamentals: Tender And Semi-Tender Rigs

2018-03-27 seekingalpha
I revisit my series on rig supply fundamentals and add data on tender and semi-tender rigs.
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Ensco Reportedly Gets Work For Ensco 101

2018-03-21 seekingalpha
While the location of the work is not disclosed, the rig will work in the North Sea in all likelihood.
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Seadrill Partners Bags A One-Well Contract For The West Capella

2018-03-20 seekingalpha
Seadrill Partners LLC has secured a one-well contract with Repsol Aruba, BV for the West Capella in Aruba.
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Seadrill Partners Gets New Contract For West Capella

2018-03-20 seekingalpha
Drillers' shares are under pressure, but Seadrill Partners' units should have significant support at the low end of the $3 - 4 range.
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Floater Segment: Mediterranean, Eastern Europe, Newbuilds And Concluding Thoughts

2018-03-16 seekingalpha
This is the final article in the series on supply fundamentals of the floater segment of the offshore drilling market.
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Seadrill Partners: Highly Interesting At $3

2018-03-15 seekingalpha
Calculations show that the debt is fully covered by cash, backlog and the value of the company's assets.
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How Tight Is Sub-Saharan Africa?

2018-03-14 seekingalpha
This market segment has seen some activity in 2017, but more work is necessary for sustainable improvements for drillers.
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Last Week’s Worst MLP Performers

Summit Midstream Partners (SMLP), a midstream MLP mainly involved in natural gas gathering, processing, and compression, was the worst MLP performer last week. It fell 4.5%. The partnership has lost 22.4% since the start of this year. SMLP’s recent weakness could be due to its weak 4Q17 earnings. The partnership posted flat adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) of $72.
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Will Hornbeck Offshore Stock Break Through $4.00 Level?

2018-03-07 seekingalpha
I’ve been following Hornbeck Offshore (HOS) for quite some time now. This offshore support vessel (OSV) provider is focused on serving the U.S. Gulf of Mexico and is fighting an uphill survival battle. Unlike its peers GulfMark Offshore (GLF) and Tidewater (TDW), Hornbeck Offshore did not file for bankruptcy and continues negotiations with its creditors in order to extend maturities of debt.
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CUSIP: Y7545W109