Ensco International Inc. (ESV) | Stock Discussion Forums

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Gold/Mining/Energy
Ensco International Inc. (ESV)

An SI Board Since February 1997

Posts	SubjectMarks	Bans	Symbol
2005	19	0	ESV

Emcee: jim p. holcomb	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
805	Doug, Thanks for the info on gas drilling. Given the time-to-market considera	Czechsinthemail	-	2/28/1998
804	Doug, on the drillers thread the question came up whether the production cost o	Gottfried	-	2/28/1998
803	Doug, you said ><i>I can make about 18-20% on ESV stock in 1998 if it	Gottfried	-	2/28/1998
802	Gottfried, I just added that Altavista site to my "favorites. Yes things w	Douglas V. Fant	-	2/28/1998
801	Doug, you continue to provide encouragement. But what does "VS" stan	Gottfried	-	2/28/1998
800	Gottfried, Herzliche Grusse aus den VS. One other important point is very subtl	Douglas V. Fant	-	2/28/1998
799	Bill, thanks for the report from DLJ! Encouraging. GM <eom>	Gottfried	-	2/28/1998
798	ESV presented at DLJ energy conference yesterday. They see minimal earnings ris	Bill Li	-	2/28/1998
797	They haven't published their '99 estimate. It will probably appear next	David Lawrence	-	2/28/1998
796	Baird and all, thanks to Iceberg's prodding I looked up recent SEC filings	Gottfried	-	2/28/1998
795	Baird, Gas prospects are economically completely different from oil prospects f	Douglas V. Fant	-	2/28/1998
794	David, Thanks for the Value Line summary. What is Value Line's estimate f	Czechsinthemail	-	2/27/1998
793	Key points from today's Value Line on ESV: 1. Day rates for contract drill	David Lawrence	-	2/27/1998
792	Doug, What are the equivalent break-even prices for natural gas drilling proje	Czechsinthemail	-	2/27/1998
791	Gottfried, I have the feeling that ESV, since it is mainly a shallow water dril	Douglas V. Fant	-	2/27/1998
790	Doug, after reading your post I'm tempted to buy more ESV.<g> I'v	Gottfried	-	2/27/1998
789	Gottfried, Our internal figure has always been $15/bbl for WTI and the equivale	Douglas V. Fant	-	2/26/1998
788	Gottfried, I think the number is different for different drillers. For those	Czechsinthemail	-	2/26/1998
787	Doug, thanks for the explanation. April crude (light sweet) is just a bit over	Gottfried	-	2/26/1998
786	Gottfried, FWIW, I agree 100% with your PnF analysis! <eom> Ice	Iceberg	-	2/26/1998
785	Gottfried, Sorry JOA= Joint Operating Agreement; the contract used in US/Canad	Douglas V. Fant	-	2/26/1998
784	Doug, keeping a rig in position when the weather gets rough must be difficult.	Gottfried	-	2/26/1998
783	Gottfried, While not a drilling stock I bought a little TMAR today too. On dril	Douglas V. Fant	-	2/26/1998
782	Doug, appreciate the information. Who pays for relocating the rig? Also, I noti	Gottfried	-	2/25/1998
781	Gottfried, A partial correction- it was a seven well rather than a three well p	Douglas V. Fant	-	2/25/1998

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