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Gold/Mining/Energy
Transocean (RIG)
An SI Board Since November 1996
Posts SubjectMarks Bans Symbol
369 48 0 RIG
Emcee:  Jim Folts Type:  Unmoderated
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342My first thought is the reason the drillers' stock price lags the oil pricesFredman-1/7/2015
341first thought is it may depend on the degree of diversification beyond E&P. robert b furman-1/7/2015
340The question now is, when do we buy, WHO do we buy, will it drop more, and who aShane M-1/7/2015
339Thanks for that report. I'm of the opinion a dividend cut is inevitable, asrobert b furman-1/6/2015
338moodys.comQualified Opinion-1/6/2015
337Banks are OK - high yield will get gobbled up by big oil. Last time oil went torobert b furman-1/6/2015
336Probably huge losses if you do drill at current lease rates at current crude priQualified Opinion-1/5/2015
335Hi Qo, I'm a newbie here. Once you lease the land and start the clock -yourobert b furman11/5/2015
334Heavy debt loads can't be wished away. Is there any value left at current crQualified Opinion-1/5/2015
333Good luck with your research.Qualified Opinion-1/5/2015
332The big question to me is just how competitive is Shale vs every one else exceptrobert b furman-1/5/2015
331Oil prices could stay down for two to three years this time due to fracking(suppQualified Opinion-1/5/2015
330I'm new to following the oil patch. Any one have any experience with regardrobert b furman-1/5/2015
329Too early with crude oil prices still declining. We'll see if their revolvinQualified Opinion-1/4/2015
328EVERY oil driller I have looked at has HUGE LTD, so this is nothing new whatsoevFredman-12/31/2014
327No interest due to the long term debt and new build expenditure schedule. The crQualified Opinion-12/14/2014
326Already down 50 %. Might short it on a bounce. 2008 low was 13.50 - there'robert b furman-12/12/2014
325I'm looking at XES...JakeStraw-12/12/2014
324Hi Jake, I sold some 2016 13 puts for 1.75. If rig closes below 13.00 my net crobert b furman-12/12/2014
323Anyone brave enough to buy RIG here..?JakeStraw-12/12/2014
322Both huge in Houston. Have not done DD. Probably can't miss if you are evrobert b furman-12/5/2014
321I was thinking about maybe buying HAL, or SLB...JakeStraw-12/5/2014
320Hi Ox, That one fugly chart. It may not be a perfect entry but with cutting robert b furman112/5/2014
319Here's a post I just made on another thread: It's hard to judge at thThe Ox-12/5/2014
318 [graphic] [graphic] [graphic]The Ox-12/5/2014
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