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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?


To: JimisJim who wrote (20049)6/19/2014 3:34:40 PM
From: LTBH2 Recommendations

Recommended By
JimisJim
Mannie

  Read Replies (2) | Respond to of 34328
 
Real short take on AWLCF: great parent company, great balance sheet, great forward bookings, bought rigs way below true value, made major improvements to rigs and will add state of art BOPs in 2015/2016 (further enhances top rate bookings). Biggest risks: only 2 rigs, possibility of future lower rates although Brit sector of North Sea has fairly high hurdles for entrance to area.

Might want to listen & read:

http://www.awilcodrilling.com/1675-Presentations

Also excellent background if read beginning to end:

investorvillage.com

AWLCF IR seems much better/responsive than most.

Luck
LTBH