Valaris Ltd (nach Restrukturierung) -- Offshore drilling services
eröffnet am 08.06.21 23:23:03 von
neuester Beitrag 18.09.23 13:40:05 von
neuester Beitrag 18.09.23 13:40:05 von
Beiträge: 11
ID: 1.348.784
ID: 1.348.784
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Gesamt: 1.263
Gesamt: 1.263
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ISIN: BMG9460G1015 · WKN: A3CNQC · Symbol: VAL
68,16
USD
-0,47 %
-0,32 USD
Letzter Kurs 02:04:00 NYSE
Neuigkeiten
11.04.24 · Business Wire (engl.)  |
04.04.24 · Business Wire (engl.) |
22.02.24 · Business Wire (engl.) |
16.02.24 · Business Wire (engl.) |
31.01.24 · Business Wire (engl.) |
Werte aus der Branche Öl/Gas
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6015 | +125,01 | |
| 6,0800 | +43,06 | |
| 0,8200 | +41,38 | |
| 0,5070 | +31,52 | |
| 1,3025 | +16,55 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,6100 | -10,06 | |
| 5,5100 | -10,99 | |
| 2,2680 | -10,99 | |
| 13,510 | -12,84 | |
| 303,80 | -19,60 |
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18.9.
This hot sector is producing returns like Nvidia’s — and it’s got nothing to do with AI
https://www.marketwatch.com/story/this-hot-sector-is-produci…
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Rupert Mitchell, the author of the Blind Squirrel Macro blog, is focused on owners and operators of oil rigs or drill ships, their support vessels, and specialist service providers, with a combined market cap of $30 billion.
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His argument is simple — there’s high utilization rates, of more than 90%, and climbing day rates, which as it sounds is just the daily cost for drilling. At the same time, the offshore companies are trading at as much as an 80% discount to the value of their replacement cost, which prevents new equipment from being built.
Shipyards, burned by the sector in the past, are focusing instead on hot sectors like liquified natural gas carriers.
...
This hot sector is producing returns like Nvidia’s — and it’s got nothing to do with AI
https://www.marketwatch.com/story/this-hot-sector-is-produci…
...
Rupert Mitchell, the author of the Blind Squirrel Macro blog, is focused on owners and operators of oil rigs or drill ships, their support vessels, and specialist service providers, with a combined market cap of $30 billion.
...
His argument is simple — there’s high utilization rates, of more than 90%, and climbing day rates, which as it sounds is just the daily cost for drilling. At the same time, the offshore companies are trading at as much as an 80% discount to the value of their replacement cost, which prevents new equipment from being built.
Shipyards, burned by the sector in the past, are focusing instead on hot sectors like liquified natural gas carriers.
...
sie steigt und steigt und steigt:
allmählich läuft Valaris mMn wieder in den fundamental günstigen Bereich hinein:
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https://www.valaris.com/news/news-details/2022/Valaris-Annou…
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https://www.valaris.com/news/news-details/2022/Valaris-Annou…
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Antwort auf Beitrag Nr.: 69.231.810 von faultcode am 03.09.21 15:12:20..und ernannt als Dauerlösung:
Valaris Appoints Anton Dibowitz President and Chief Executive Officer
https://www.valaris.com/news/news-details/2021/Valaris-Appoi…
Valaris Appoints Anton Dibowitz President and Chief Executive Officer
https://www.valaris.com/news/news-details/2021/Valaris-Appoi…
Antwort auf Beitrag Nr.: 69.293.613 von faultcode am 10.09.21 17:49:09Q3, der Sprung in die operative Profitabilität:
https://www.valaris.com/news/default.aspx
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https://www.valaris.com/news/default.aspx
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Trading Spotlight
Antwort auf Beitrag Nr.: 68.447.117 von faultcode am 08.06.21 23:23:03
Wird hier mal ein verdoppler drin sein?
Nachtrag -- Valaris hat einen neuen CEO, ein Ex-Seadrill-CEO (2017-2020):
19.8.
Valaris Announces Leadership Transition
https://www.valaris.com/news/news-details/2021/Valaris-Annou…
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Valaris Limited (NYSE: VAL) ("Valaris" or the "Company") today announced that Mr. Tom Burke will step down from his position as President and Chief Executive Officer and member of the Board of Directors, effective September 2, 2021.
The Valaris Board of Directors has appointed Mr. Anton Dibowitz, a current Board member, as interim President and Chief Executive Officer effective September 3, 2021. Mr. Burke will continue to support Valaris for a period to ensure a smooth leadership transition for the Company. He also will remain on the Board of Directors of ARO Drilling, a 50/50 joint venture between Valaris and Saudi Aramco.
Further, Valaris announced that Mr. Jon Baksht will step down from his position as Executive Vice President and Chief Financial Officer, effective September 2, 2021. The Valaris Board of Directors has appointed Mr. Darin Gibbins, the Company’s Vice President – Investor Relations and Treasurer, as interim Chief Financial Officer effective September 3, 2021.
“Anton brings more than twenty years of experience in the offshore drilling industry to the CEO role,” said Elizabeth Leykum, Chair of the Board. “His familiarity with our business, customers and culture combined with his extensive industry expertise will allow him to continue to build upon our positive momentum and solid foundation. We look forward to working closely with Anton, Tom, Jon, Darin and the entire Valaris executive team to ensure a smooth transition.”
Mr. Dibowitz commented, “My time on the Valaris Board of Directors has only served to reinforce my understanding of Valaris as a world-class organization. During this transition, we will maintain our focus on our top priority of delivering safe and efficient operations for our customers, who continue to validate our position as the offshore driller of choice, having awarded Valaris more than 20 new contracts or extensions, with associated backlog in excess of $1.3 billion, since early May. With the strongest balance sheet in the offshore drilling sector, unmatched scale and geographic diversity, and a modern, best-in-class fleet, Valaris is well-positioned to take advantage of strategic opportunities and a steadily improving market.”
Ms. Leykum further commented, “We are grateful to Tom and Jon for their valuable contributions to Valaris. They successfully led us through a prolonged and challenging downturn in the energy sector, establishing Valaris as a sound and financially stable entity. We thank them for their leadership and wish Tom and Jon the best going forward.”
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About Mr. Anton Dibowitz
Mr. Dibowitz is a highly experienced executive with more than 20 years of drilling industry expertise. He joined the Valaris Board of Directors in July 2021. Prior to joining the Board, Mr. Dibowitz served as an advisor of Seadrill Ltd. from November 2020 until March 2021, and as Chief Executive Officer from July 2017 until October 2020. He previously served as Executive Vice President of Seadrill Management since June 2016, and as Chief Commercial Officer since January 2013. Prior to joining Seadrill, Mr. Dibowitz held various positions within tax, process reengineering and marketing at Transocean Ltd. and Ernst & Young LLP. He is a Certified Public Accountant and a graduate of the University of Texas at Austin where he received a Bachelor's degree in Business Administration, and Master's degrees in Professional Accounting (MPA) and Business Administration (MBA).
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19.8.
Valaris Announces Leadership Transition
https://www.valaris.com/news/news-details/2021/Valaris-Annou…
...
Valaris Limited (NYSE: VAL) ("Valaris" or the "Company") today announced that Mr. Tom Burke will step down from his position as President and Chief Executive Officer and member of the Board of Directors, effective September 2, 2021.
The Valaris Board of Directors has appointed Mr. Anton Dibowitz, a current Board member, as interim President and Chief Executive Officer effective September 3, 2021. Mr. Burke will continue to support Valaris for a period to ensure a smooth leadership transition for the Company. He also will remain on the Board of Directors of ARO Drilling, a 50/50 joint venture between Valaris and Saudi Aramco.
Further, Valaris announced that Mr. Jon Baksht will step down from his position as Executive Vice President and Chief Financial Officer, effective September 2, 2021. The Valaris Board of Directors has appointed Mr. Darin Gibbins, the Company’s Vice President – Investor Relations and Treasurer, as interim Chief Financial Officer effective September 3, 2021.
“Anton brings more than twenty years of experience in the offshore drilling industry to the CEO role,” said Elizabeth Leykum, Chair of the Board. “His familiarity with our business, customers and culture combined with his extensive industry expertise will allow him to continue to build upon our positive momentum and solid foundation. We look forward to working closely with Anton, Tom, Jon, Darin and the entire Valaris executive team to ensure a smooth transition.”
Mr. Dibowitz commented, “My time on the Valaris Board of Directors has only served to reinforce my understanding of Valaris as a world-class organization. During this transition, we will maintain our focus on our top priority of delivering safe and efficient operations for our customers, who continue to validate our position as the offshore driller of choice, having awarded Valaris more than 20 new contracts or extensions, with associated backlog in excess of $1.3 billion, since early May. With the strongest balance sheet in the offshore drilling sector, unmatched scale and geographic diversity, and a modern, best-in-class fleet, Valaris is well-positioned to take advantage of strategic opportunities and a steadily improving market.”
Ms. Leykum further commented, “We are grateful to Tom and Jon for their valuable contributions to Valaris. They successfully led us through a prolonged and challenging downturn in the energy sector, establishing Valaris as a sound and financially stable entity. We thank them for their leadership and wish Tom and Jon the best going forward.”
...
About Mr. Anton Dibowitz
Mr. Dibowitz is a highly experienced executive with more than 20 years of drilling industry expertise. He joined the Valaris Board of Directors in July 2021. Prior to joining the Board, Mr. Dibowitz served as an advisor of Seadrill Ltd. from November 2020 until March 2021, and as Chief Executive Officer from July 2017 until October 2020. He previously served as Executive Vice President of Seadrill Management since June 2016, and as Chief Commercial Officer since January 2013. Prior to joining Seadrill, Mr. Dibowitz held various positions within tax, process reengineering and marketing at Transocean Ltd. and Ernst & Young LLP. He is a Certified Public Accountant and a graduate of the University of Texas at Austin where he received a Bachelor's degree in Business Administration, and Master's degrees in Professional Accounting (MPA) and Business Administration (MBA).
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2021Q2:
https://www.valaris.com/news/news-details/2021/Valaris-Repor…
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Burke (CEO) concluded, “We are beginning to see early signs of a recovery in customer demand
following the downturn caused by the COVID-19 pandemic, evidenced by our contracting activity over the past few months. As a result, Valaris is well-positioned to benefit from the opportunities we see in the market today. We will continue to focus on winning work for our active fleet and returning some of our high-quality stacked rigs to work as suitable opportunities arise...”
...
...
https://www.valaris.com/news/news-details/2021/Valaris-Repor…
...
Burke (CEO) concluded, “We are beginning to see early signs of a recovery in customer demand
following the downturn caused by the COVID-19 pandemic, evidenced by our contracting activity over the past few months. As a result, Valaris is well-positioned to benefit from the opportunities we see in the market today. We will continue to focus on winning work for our active fleet and returning some of our high-quality stacked rigs to work as suitable opportunities arise...”
...
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Hab noch optionsscheine vom old Valaris, was habt ihr mit dene gemacht?
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