SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
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
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
855 Doug, yes I do believe they have they have limited useage. That earnings revshust-3/7/1998
854 Harold, Thanks for your input. As an options strategy do you prefer to sell a sDouglas V. Fant-3/7/1998
853 I do more reading than writing on this thread and I think that there are severaDon Parker-3/7/1998
852 shust, Thanks for your input! The main point here being that smaller jackup rigDouglas V. Fant-3/7/1998
851 In addition to ESV, I have taken positions in RON, CDG, NBR and GLM. CDG would PashaBear-3/7/1998
850 I hold some LEAPS, and believe that if held over 18 months would be entitled toPashaBear-3/7/1998
849 Baird, a friend of mine just recently left a large oil company. He was a geophshust-3/7/1998
848 Doug, There are also warm and cold ocean currents which meet in the north sea shust-3/7/1998
847 Concerning the price elasticity of oil. Former Saudi oil minister Yamani, who Czechsinthemail-3/7/1998
846 Deep Margin, Thanks for your research. I'm in TMAR, ESV, and BJS currently,Douglas V. Fant-3/7/1998
845 Baird, Yes! I'll explain later. But basically think of it this way- drillinDouglas V. Fant-3/6/1998
844 Baird, If I read you correctly, you seem to be encouraged by lower crude priciSam Citron-3/6/1998
843 Sam, There are companies that will do relatively better in an environment of lCzechsinthemail-3/6/1998
842 Sam, Nice to have you on this thread. We always appreciate good information sujim p. holcomb-3/6/1998
841 Baird, <off-topic> Thanks for the excellent rig utilization data. I haveSam Citron-3/6/1998
840 Sam, Land drillers are even more sensitive to oil prices than shallow offshoreCzechsinthemail-3/6/1998
839 Baird, Thanks for interesting comments about greater sensitivity to crude pricSam Citron-3/6/1998
838 Here's a link to a post on the MDCO thread discussing positive news for shaCzechsinthemail-3/6/1998
837 Sam, terrific information. Thanks you. The technology here is awesome! Has anyoDeep Margin-3/6/1998
836 Doug Thanks for the info. I'm trying to get an answer about whether LEAPS qDeep Margin-3/6/1998
835 MPF, Good questions. I have culled a few words on different types of rigs froSam Citron-3/6/1998
834 Doug, Thanks for the the local color on the North Sea. I'm trying to reconCzechsinthemail-3/6/1998
833 <i>>>Call options as best I know are 100% income, all of the time- David Lawrence-3/6/1998
832 Baird, the North Sea is considered a "harsh environment" because it iDouglas V. Fant-3/5/1998
831 Deep Margin, IMO We are in a multi-year bull market in service stocks. We had aDouglas V. Fant-3/5/1998
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):