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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
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905 Baird, yes - in the face of uncertainty they raised the estimate. But then, theGottfried-3/15/1998
904 Baird, Yes- don't get "bluffed out" now. Most of the downside is Douglas V. Fant-3/15/1998
903 Steven, I will only add one other comment regarding ROE for RIG and ESV. BecauCzechsinthemail-3/15/1998
902 Bill, This item is over a month old, so it doesn't really qualify as news. Czechsinthemail-3/15/1998
901 GM, I think the newsworthy estimate among this group is the upward revision by Czechsinthemail-3/15/1998
900 Steven, the problem with the approach you outlined (SSG) is that it's backwChuzzlewit-3/15/1998
899 Baird, re upside surprises for ESV... last two quarters they surprised by +2 ceGottfried-3/15/1998
898 Doug, Thanks for the crawdad update. Sounds like a fun time. Meanwhile I'Czechsinthemail-3/15/1998
897 Thanks for your input, Paul. I was looking at ROE because both ESV and RIG havSteven Dopp-3/15/1998
896 Steven, I'd like to make some general comments about your analysis. But firChuzzlewit-3/15/1998
895 Baird, I ran an SSG on RIG this weekend and compared it to ESV. I found them Steven Dopp-3/15/1998
894 Gottfried, Good question! I wonder how they make these one or two penny adjustmDouglas V. Fant-3/14/1998
893 <b>9:45 PM 2/12/1998 'Sticker shock' hits Gulf oil As prices William E Hodal-3/14/1998
892 Doug and all, revisions... ESV: JEFFERIES & CO. decreased estimate for quaGottfried-3/14/1998
891 Baird, Check this out if you need information on drilling activity: oilfielddiDouglas V. Fant-3/14/1998
890 Don, I guess it comes down to a difference in perspective on the fall of oil prDouglas V. Fant-3/13/1998
889 Baird, The ebb and flow of marine construction does not follow the business patDouglas V. Fant-3/13/1998
888 Don, I have the March, 1998 S&P Newsletter in front of me. ESV is in the PlPashaBear-3/13/1998
887 Sheila, Thanks for the natural gas article and welcome! I think the declining Czechsinthemail-3/13/1998
886 Hi Baird and everyone, Been following this thread and the drilling and oil tShelia Jones-3/13/1998
885 Doug, Any thoughts on the warning by HLX? They warned they will show a breakevCzechsinthemail-3/13/1998
884 Not that they are any smarter than we are but Standard and Poor just lowered thDon Parker-3/13/1998
883 Harold, I am in TMAR, ESV, and BJS, which kind of spreads my cash across the seDouglas V. Fant-3/13/1998
882 Here's some information on ESV earnings estimates for the upcoming quartersCzechsinthemail-3/12/1998
881 Baird, thanks for the info! HDPashaBear-3/12/1998
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