Diamond Offshore Drilling - 500 Beiträge pro Seite

[Kanzler-neu]

Die weltweiten Ölreserven gehen langsam aber sicher zur Neige, und die Ölfirmen müssen immer mehr und aufwändigere Exploration betreiben, um ihre verbrauchten Reserven zu ersetzen. Ob sie damit Erfolg haben oder nicht - einen großen Gewinner dieser Entwicklung gibt es auf alle Fälle: die Öl-Service-Gesellschaften, die die Gerätschaften und das Know-How für die Bohrungen besitzen und diese durchführen.

Hier zwei Artikel zu den Aussichten der oil service stocks:

Merrill Comments on Outlook for Oil Services Stks
http://host.wallstreetcity.com/wsc2/Autoflag.html?Button=Get…

EKN Starts Coverage on Oilfield Svcs/Drilling Co`s
http://host.wallstreetcity.com/wsc2/Autoflag.html?Button=Get…


Eine sowohl fundamental als auch charttechnisch derzeit hochinteressante Aktie aus diesem Sektor:

Diamond Offshore Drilling Inc.
US-Kürzel: DO
WKN: 897577
Sitz: Houston, Texas
Homepage: http://www.diamondoffshore.com/investor/index.htm
Kurs: 26,38 USD
MK: 3,4 Mrd. USD

[Kanzler-neu]

Im Chart sieht man, daß der langfristige Abwärtstrend gebrochen wurde. Der nächste Widerstand und damit das erste Kursziel liegt erst bei 35 USD.

Diamond Offshore Drilling, NYSE

[Kanzler-neu]

Die Gewinnschätzungen für Diamond sehen folgendermaßen aus:
http://www.diamondoffshore.com/investor/index.htm

First Call Earnings Estimates Summary
EPS 1998: 2.66 USD
EPS 1999: 1.16 USD
EPS 2000: 0.46 USD
EPS 2001: 1.31 USD
EPS 2002: 0.47 USD
EPS 2003: -0,37 USD
EPS 2004: 0,23 USD
EPS 2005: 0,60 USD
EPS 2006: 1,05 USD

Nach einem einmaligen Ausrutscher in die roten Zahlen in 2003 steht uns also ein rasanter Turnaround in den nächsten Jahren ins Haus.


Ich will allerdings nicht verschweigen, daß es auch weniger positive Einschätzungen zu dem oil service sector gibt, die das Kurspotential als weitgehend ausgereizt betrachten:

S.B. Sees Limited Upside for Oilfield Service Stks

Ridgeland, MS, MAR 09, 2004 (EventX/Knobias.com via COMTEX) -- Smith Barney believes that Oilfield service stock valuations have reached levels that limit near-term upside potential despite favorable industry trends. They pointed out that the average stock now possess a forward P/E multiple of 30% above its 10-year median, while the premium for offshore drillers is twice that. The firm lowered their EPS estimates on DO, NE and GSF. They noted that the U.S. rig count decreased to 1,129 from 1,134 in the prior week, but was 200 rigs above a year ago. Worldwide offshore rig utilization increased to 81.5% last week from 81.2% in the prior week and from 79% a year ago.

For DO, Smith Barney lowered their 2004 EPS estimate from 25c to 20c due to lower-than-expected utilization and day rates among the company`s floating rigs.

For NE, they cut their 2004 EPS estimate from $1.45 to $1.40 to reflect more-moderate utilization and day rate assumptions.

For GSF, they lowered their 2004 and 2005 EPS estimates from 65c and $1.40 to 45c and $1.00, respectively, due to rig downtime and lower day rates.

[Kanzler-neu]

Der Annual Report für 2003 liegt vor: http://www.pinksheets.com/quote/filings.jsp?symbol=DO

[Kanzler-neu]

Die Flotte von Diamond Offshore Drilling (im Wert von 2,2 Mrd. USD) besteht aus

- 30 semisubmersible rigs (schwimmende Bohrplattformen, die sich teilweise unter Wasser befinden)
- 14 jack-ups (Plattformen, deren Beine bis auf den Meeresboden ausgefahren werden)
- 1 drillship (Einsatzgebiet ähnlich den semisubmersibles)

Eine genaue Beschreibung mit aktuellem Standort und Bildern gibt es hier: http://www.rigzone.com/data/rig_photos_mngr.asp?mid=14&manag…

[Kanzler-neu]

Heute hat DO in einem 8-K Statement eine Übersicht über die aktuelle Rig Utilization herausgebracht: siehe http://www.diamondoffshore.com/investor/index.htm unter "SEC filings".

[Kanzler-neu]

Heute gab es zwei SEC-Filings:

DEF 14-A: HV-Einladung für den 18. Mai 2004
8-K: Rig Status Report, Stand 29. März 2004

http://10kwizard.ccbn.com/fil_list.asp?TK=DO&CK=0000949039&F…

[Kanzler-neu]

Diamond Offshore Drilling Inc. Schedules Conference Call/Web Cast for First Quarter 2004 Results

HOUSTON--(BUSINESS WIRE)--April 1, 2004--Diamond Offshore Drilling Inc. (NYSE: DO) announced today that it will issue a press release and host a conference call and web cast related to its first quarter 2004 operating results on Tuesday, April 20, 2004. The conference call and web cast will include a discussion by management regarding the Company`s results of operation, as well as an operating overview. The call will begin at 9:00 a.m. CST.

The 800 number to participate in this conference call is 800-374-1364. Those individuals calling from international locations may participate by dialing 706-634-2462. The Conference ID number for entry is 6540700.

We suggest that you dial in approximately 10 minutes prior to the start of the call. A digital replay of the conference call will be available for a period of 48 hours following the original call, after which it will be archived on the Company`s web site at www.diamondoffshore.com. The phone number for the digital replay is 800-642-1687, or internationally, 706-645-9291. The Conference ID number is the same as above.

In addition, Diamond Offshore will provide an online, real-time simulcast and rebroadcast of its first quarter 2004 operating results conference call. The live broadcast of our conference call will be available online at www.diamondoffshore.com on April 20, 2004, beginning at 9:00 a.m. CST. The online replay will follow immediately and continue for 5 days after the original call. Please go to the web site at least 15 minutes before the broadcast to register, download and install any necessary audio software.

Diamond Offshore is a leader in deep water drilling. The Company`s fleet of 45 offshore drilling rigs consists of 30 semisubmersibles, 14 jack-ups and one drillship. The fleet operates in the waters of six of the world`s seven continents. Additional information on Diamond Offshore Drilling Inc. and access to the Company`s SEC filings is available on the Internet at www.diamondoffshore.com.

[Kanzler-neu]

Die Aussichten für die Service Companies bessern sich zunehmend:

Survey Says O&G Companies to Increase 2004 Spending
Grant Thornton - Wednesday, April 07, 2004
http://www.rigzone.com/news/article.asp?a_id=12149

[Kanzler-neu]

North Sea Rig Utilization Makes First Improvement Since November
Platts - Thursday, April 08, 2004

North Sea rig utilization jumped to 70% in March from 65.7% in February, according to Platts North Sea Letter data, the first increase in activity since November 2003. The rise reflects much stronger demand in the semi-submersible segment, where utilisation rose from 49% in February to 62% in March. By contrast, jack-up usage declined six percentage points from 87% in February to 81% in March.

The increased use of semi-submersibles reflects operators` seasonal preference for summer drilling. However, the 12-month forward rate was significantly higher in March 2004, at 43.5%, compared with a year ago, when it was 26.5%. This suggests a genuine strengthening of the market over and above seasonal factors, as well reflecting the number of long-term contracts signed since January, particularly in the Norwegian sector.

North Sea Letter rig market editor Ross McCracken said, "The UK sector will still see a steep winter decline this year, but probably not so severe as in the winter of 2003/04." For jack-ups, the weakness in the market is concentrated in the standard specification market segment. Demand for heavy-duty jack-ups remains strong and utilisation could hit 100% in May for these units.

The North Sea area is taken to include the UK, Norwegian, Dutch, Danish, Irish, German, French, Spanish and Faroese sectors, excluding the Mediterranean.

[Kanzler-neu]

Diamond Offshore Drilling Inc. Declares Cash Dividend

HOUSTON--(BUSINESS WIRE)--April 16, 2004--Diamond Offshore Drilling Inc. (NYSEO) today announced that its Board of Directors has declared a cash dividend of $0.0625 per common share, payable on June 1, 2004 to stockholders of record on May 3, 2004.

Diamond Offshore is a leader in deep water drilling. The Company`s fleet of 45 offshore drilling rigs consists of 30 semisubmersibles, 14 jack-ups and one drillship. The fleet operates in the waters of six of the world`s seven continents.

[Kanzler-neu]

Q1-Bericht
http://10kwizard.ccbn.com/fil_list.asp?TK=DO&CK=0000949039&F…
und Live Webcast zu den Q1-Zahlen http://www.diamondoffshore.com/investor/index.htm

[Kanzler-neu]

Diamond Offshore Drilling, Inc. to Host Webcast of Presentation at Loews Analyst Conference

HOUSTON--(BUSINESS WIRE)--April 28, 2004--Diamond Offshore Drilling, Inc. (NYSEO) announced today that it will host a webcast of its presentation at the May 5, 2004 Loews Corporation Analyst Conference to be held in the Terrace Room of The Plaza Hotel in New York City. Diamond Offshore`s presentation, which will provide an overview of the industry and discuss the Company`s strategic initiatives and financials, is scheduled to begin at approximately 8:30 a.m. EDT.

Diamond Offshore will provide an online, real-time simulcast of its presentation at the Loews Corp. Analyst Conference, which, along with visual presentation materials, will be available online at www.diamondoffshore.com. An online replay will be available following the conference for 5 days. Please go to the Web site at least 10 minutes before the broadcast to register, download and install any necessary audio software. The entire Loews Corp. Analyst Conference, along with various presentation materials, may also be accessed through Loews Corp.`s Web site, which can be found at www.loews.com.

Diamond Offshore is a leader in deep water drilling. The Company`s fleet of 45 offshore drilling rigs consists of 30 semisubmersibles, 14 jack-ups and one drillship. The fleet operates in the waters of six of the world`s seven continents. Additional information on Diamond Offshore Drilling, Inc. is available on the Internet at http://www.diamondoffshore.com.

[Kanzler-neu]

rig market could tighten

By OGJ editors

HOUSTON, June 9 -- The supply of jack up rigs in the Gulf of Mexico stands at a 10-year low of 111 rigs, and that also compares with 150 rigs for the same time 2 years ago, said J. Marshall Adkins, a Houston analyst with the St. Petersburg, Fla.-based Raymond James & Associates Inc.

"We expect the market to tighten further in the near future as drilling contractors still have the incentive to move additional rigs to international markets based on the large day rate discrepancy that exists today," between drilling areas worldwide, Adkins said.

Any slight increase in drilling demand or the departure of any more jack ups from the GOM in coming months would put a severe stain on the market, pushing day rates higher, he said. Premium jack up day rates are expected to lead the GOM jack up market recovery during the next several months.

"Once operators are forced to wait months and not weeks for jack ups in the GOM, reality will begin to set in, and day rates should shift meaningfully higher," he said.

Fleet utilization, day rates

The GOM fleet utilization now stands at 76%, but the market actually is much tighter than that utilization number suggests, he said.

"After excluding 13 cold-stacked rigs (rigs that require significant capital investments before returning to work), effective utilization of the marketed GOM jack up fleet is 86%. More importantly, the vast majority of idle jack ups are shallow (less than 100 ft) workover-type rigs, while premium and standard jack ups are both enjoying above 90% utilization," Adkins noted.

Day rates typically shift meaningfully higher once marketed utilization reaches 85%, he noted.

"We believe operators will soon be forced to pay significant higher day rates than current levels if they hope to keep additional jack ups from leaving the region," he said.

[Kanzler-neu]

Die zunehmende Schere zwischen steigender Nachfrage nach Gas in den USA bei gleichzeitig sinkendem Angebot läßt sich nach Ansicht von 4 amerikanischen Professoren nur schließen, wenn u.a. die Gasressourcen im Golf von Mexiko mit Tiefsseebohrungen schleunigst erschlossen werden:

Natural Gas Supply, Demand and Pricing
Future Natural Gas Supplies & the Ultra-Deepwater Gulf of Mexico
http://www.energypulse.net/centers/article/article_display.c…

Diamond Offshore hat im Jahr 2003 seine Flotte, die überwiegend im Golf of Mexiko stationiert ist, unter hohem Kostenaufwand modernisiert und dadurch bedingt ein negatives Jahresergebnis in Kauf genommen. Die Firma kann nun jedoch eine der weltweit modernsten Flotten ihr eigen nennen und wird damit von dieser Entwicklung, die auch im vorigen Posting beschrieben wird, maximal profitieren können.

[Kanzler-neu]

Wie ich gehört habe, soll morgen in Börse Online ein Artikel mit Kaufempfehlung für Diamond Offshore erscheinen. Das könnte den Bekanntheitsgrad in Deutschland beträchtlich erhöhen.

[OptiBull]

Aus meiner Sicht hat Diamond Offshore sicher ein gutes Kurspotential im 2-stelligen % Bereich.
Danke an Kanzler-Neu für die ausführlichen Recherchen.
Auch Börsenzeitungen kommen endlich auf Diamond zu sprechen.
Heute gibt es in der Zeitschrift Börse Online eine Kaufempfehlung für Diamond Offshore.

[Kanzler-neu]

North America`s Source for Oil and Gas News
Vol. 9, No. 27 Week of July 04, 2004

Service companies on the rebound

Survey shows Q2 profits to increase 3.6% from Q1 and over 50% from a year ago

Ray Tyson
Petroleum News Houston Correspondent

Contract drillers and other oilfield service companies continued their comeback in the 2004 second quarter and are expected to post earnings on average above the prior quarter and well ahead of a year ago.

Profits for the sector should increase about 3.6 percent over this year’s first quarter while jumping a hefty 53.5 percent compared to last year’s second quarter. Moreover, net income for this year’s third quarter is expected to come in about 38 percent higher than the second quarter.

Conclusions were based on a Petroleum News survey of Thompson-First Call analysts’ consensus estimates for the 15 leading oilfield service companies.

A consensus estimate represents the average earnings of all analysts polled on a particular company. Individual estimates can be higher or lower than the consensus and tend to change as the reporting season approaches. Estimates generally do not include charges against earnings and other special items.

Contract drillers included in the survey were Transocean, Diamond Offshore, GlobalSantaFe, Rowan, Ensco International, Noble, Parker Drilling and Grey Wolf.

Other oilfield service companies in the survey were Halliburton, Schlumberger, Baker Hughes, Pride International, Smith International, Weatherford International and Varco International.

Only three of 15 in red for quarter

Analysts’ estimates for the group indicate that earnings for just three of the 15 companies surveyed, all drillers, fell into the red during the 2004 second quarter. Still, those results were an improvement over the first quarter. Moreover, only four of all companies surveyed are expected to post earnings below the first quarter.

Big offshore driller Diamond should show dramatic improvement compared to the prior and year-ago quarters. Net income is expected to be around 1 cent per share in the 2004 second quarter versus a loss of 8 cents per share in the first quarter and a loss of 13 cents per share in last year’s second quarter.

Noble could report net income in the recent quarter of about 25 cents per share, up from the prior quarter’s 21 cents per share but down from 33 cents per share a year earlier.

Transocean’s expected net income of around 10 cents per share for the 2004 second quarter would be below the prior quarter’s 15 cents per share but significantly better than last year’s second quarter when the company lost 6 cents per share.

Ensco is expected to weigh in with 2004 second-quarter earnings of about 9 cents per share, down from 14 cents per share earned in the prior quarter and down from 18 cents per share in the year-ago period.

[Kanzler-neu]

GlobalSantaFe’s expected profit of 1 cent per share for this year’s second quarter would be roughly flat to the 2 cents per share the company earned in the prior quarter. But it would be down considerably from the 19 cents per share the company earned in last year’s second quarter.

Parker, Grey Wolf, Rowan expected to show losses

Parker Drilling’s financial performance reflects nothing but losses. The company is expected to report a loss in the 2004 second-quarter of about 5 cents per share. However, that still would be an improvement over a reported loss of 9 cents per share in this year’s first quarter and a loss of 15 cents per share compared to the same period last year.
Land driller Grey Wolf is expected to report a loss of around 1 cent per share for this year’s second quarter, also an improvement over a reported loss of 9 cents per share in the previous quarter and a loss of 5 cents per share versus the same quarter last year.

Rowan’s earnings also could fall into the red. Analysts’ estimates call for the company to lose about 3 cents per share in the 2004 second quarter versus a gain of 11 cents per share in the prior quarter. Still, that would be an improvement from a reported loss of 7 cents per share a year earlier.

Halliburton takes pre-tax charges

None of the remaining seven oilfield service companies surveyed, excluding charges and special items, were expected to fall into the red during the 2004 second quarter. And most were expected to beat or match performances compared to the prior and year-ago quarters. However, nearly $1 billion in pre-tax charges more than likely will radically alter Halliburton’s overall financial performance for the 2004 second quarter. The giant oilfield service company recently announced that increasing costs and delays in a large project in Brazil would reduce after-tax earnings by 46 cents per share. Also, costs related to asbestos litigation should further cut into quarterly profits. Excluding the charges, analysts’ consensus has Halliburton earning about 33 cents per share in this year’s second quarter, up from 29 cents per share in the previous quarter and up from 6 cents per share from the year-ago period.
Most in black

Schlumberger, another giant oilfield service company, is expected to report net income of around 48 cents per share for the 2004 second quarter, roughly flat with the prior quarter’s 47 cents per share but up strongly from 38 cents per share earned in the year-ago quarter. Baker Hughes also should report improvements across the board. Analysts expect the company to earn about 31 cents per share for this year’s second quarter, up from 29 cents in the previous quarter and up from 24 cents compared to the same period last year. Weatherford’s expected profit of 39 cents per share in the 2004 second quarter would be roughly flat with prior quarter net income of 38 cents per share but up from 22 cents per share earned in the year-ago period.
Smith International’s expected second-quarter profit of about 44 cents per share also would be flat to the prior quarter’s 44 cents per share but up from 30 cents per share versus the same period last year. Pride International is expected to earn about 5 cents per share in the 2004 second quarter, up from 3 cents per share in the previous quarter but down from 9 cents per share in the year-ago period.

Varco International is expected to report net income of around 22 cents per share in this year’s second quarter, up from the previous quarter’s 18 cents per share and up from 15 cents per share earned a year earlier.

[Kanzler-neu]

Diamond Offshore Drilling Inc. Schedules Conference Call/Web Cast for Second Quarter 2004 Results

HOUSTON--(BUSINESS WIRE)--July 6, 2004--Diamond Offshore Drilling Inc. (NYSEO) announced today that it will issue a press release and host a conference call and web cast related to its second quarter 2004 operating results on Wednesday, July 21, 2004. The conference call and web cast will include a discussion by management regarding the Company`s results of operation, as well as an operating overview. The call will begin at 9:00 a.m. CDST.

The number to participate in this conference call is 888-694-4676. Those individuals calling from international locations may participate by dialing 973-935-8512. The conference call host is Les Van Dyke.

We suggest that you dial in approximately 10 minutes prior to the start of the call. A digital replay of the conference call will be available for a period of 48 hours following the original call, after which it will be archived on the Company`s Web site at www.diamondoffshore.com. The phone number for the digital replay is 877-519-4471, or internationally, 973-341-3080. The PIN number to access the replay is 4943158.

In addition, Diamond Offshore will provide an online, real-time simulcast and rebroadcast of its second quarter 2004 operating results conference call. The live broadcast of our conference call will be available online at www.diamondoffshore.com on July 21, 2004, beginning at 9:00 a.m. CDST. The online replay will follow immediately and continue for 5 days after the original call. Please go to the Web site at least 15 minutes before the broadcast to register, download and install any necessary audio software.

[Kanzler-neu]

Diamond Offshore Drilling, Inc. Reports Impact of Downtime on Ocean Alliance -- Rig Returns to Work on July 2

HOUSTON--(BUSINESS WIRE)--July 6, 2004--Diamond Offshore Drilling, Inc. (NYSE: DO) today reported that the semisubmersible rig Ocean Alliance experienced a series of sub-sea and electrical problems after returning to work following a scheduled regulatory survey and sub-sea equipment upgrade and was off contract for 80 days during the second quarter of 2004. As a result, gross revenue was negatively impacted by approximately $9.3 million. The unit went back on term contract for Petrobras in Brazil on July 2, where it is currently operating.

Ocean Alliance:



Technische Daten: http://www.rigzone.com/data/rig_detail.asp?rigid=573

[Kanzler-neu]

Baker Hughes: US rig count tops 1,200

By OGJ editors

HOUSTON, July 2 -- US drilling activity pushed past the 1,200 rig mark for the first time since early September 2001, with 1,201 rotary rigs working this week, up by 25 from the previous week and up from 1,077 during this same period in 2003, Baker Hughes Inc. executives said Friday.

As usual, most of the increase was in land activity, up by 22 rigs to 1,085 working this week. Offshore drilling also increased, up by 1 rig to 93 in the Gulf of Mexico, with a total increase of 3 to 98 in the US offshore as a whole. Drilling in US inland waters was unchanged with 18 rotary rigs still working this week.

Canada`s rig count jumped again. It rose by 63 to 397 this week, compared with 375 during the same period a year ago.

[Kanzler-neu]

Diamond Offshore Drilling Inc. Declares Cash Dividend

HOUSTON, Jul 16, 2004 (BUSINESS WIRE) -- Diamond Offshore Drilling Inc. (NYSE: DO) today announced that its Board of Directors has declared a cash dividend of $0.0625 per common share, payable on Sept. 1, 2004 to stockholders of record on Aug. 2, 2004.

Diamond Offshore is a leader in deep water drilling. The Company`s fleet of 45 offshore drilling rigs consists of 30 semisubmersibles, 14 jack-ups and one drillship. The fleet operates in the waters of six of the world`s seven continents.

SOURCE: Diamond Offshore Drilling Inc.

[Kanzler-neu]

Sechs Gründe, warum Diamond Offshore jetzt kaufenswert ist:

1. Die Aussichten für oil service companies sind generell zur Zeit außerordentlich gut. Die großen Multis haben kürzlich ihre mittel- und langfristigen Ölpreisprognosen angehoben, was mehr Exploration bedeutet.

2. Die Nachfrage nach Öl und Gas steigt stark an, besonders infolge des großen Appetits in China und Indien. Die großen Produzenten haben demgegenüber bis jetzt noch nicht nennenswert in Exploration investiert. Das wird sich aber in Kürze ändern, weil die Reserven deutlich heruntergenommen werden mußten (siehe Royal Dutch) und daher aufgefüllt werden müssen. Höhere Nachfrage wird die Tagesraten für Bohrplattformen in die Höhe treiben.

3. Wir befinden uns am Beginn eines typischen 3-Jahres-Zyklus, dem das Geschäft der service companies unterworfen ist. Der 3 Jahre andauernde Abwärtstrend wurde bei DO in diesem Jahr eindeutig gebrochen, und es ist charttechnisch zunächst Potential bis 35 USD vorhanden.
Die durchschnittlichen Analystenschätzungen für das im Juni endende Quartal (-0,03 USD, siehe http://finance.yahoo.com/q/ae?s=do) könnten deutlich übertroffen werden. Der Quartalsbericht müßte in den nächsten Tagen herauskommen.

4. Die Analysten rechnen für DO mit einem jährlichen Gewinnwachstum von 50% in den nächsten 5 Jahren, was weit über der Peer Group liegt.

5. DO hat im Q4/03 Aktienrückkäufe über eine Million Aktien getätigt, hat eine starke Bilanz und zahlt jedes Quartal Dividende.

6. Übernahmephantasie:
Der Hauptaktionär Loews (mit 54% der ausstehenden Aktien) hat zuletzt im Dezember seinen Anteil um weitere 5000 Aktien aufgestockt, und es werden ihm Übernahmegelüste nachgesagt. Hier 2 Links zu der Thematik:

Tisch Brothers / Loews
http://www.forbes.com/2003/11/17/cx_da_1117topnews.html?part…

Liste der institutionellen Aktionäre:
http://finance.yahoo.com/q/mh?s=DO

[Kanzler-neu]

Diamond Offshore Drilling Inc. Announces Second Quarter 2004 Results
Wednesday July 21, 7:00 am ET
http://biz.yahoo.com/bw/040721/215144_1.html

[Kanzler-neu]

... und hier der vollständige Quartalsbericht:
http://10kwizard.ccbn.com/fil_list.asp?TK=DO&CK=0000949039&F…

[redbulll]

Der DO-Kurs ist jetzt genau am Abwärtstrend seit 1997 angekommen.
Was haltet Ihr von Rowan (RDC-NYSE)?

[Kanzler-neu]

Diamond Offshore Drilling (Börse New York)

[Kanzler-neu]

Die Aktien der oil service companies - und ganz besonders von DO - sind weiter im Aufwind, weil erwartungsgemäß die Auslastung der Bohrplattformen kontinuierlich steigt.

Ein aktueller Artikel dazu:



North Sea Rig Utilization Climbs to 79.4% in August
Platts 9/8/2004

http://www.rigzone.com/news/article.asp?a_id=16208" target="_blank" rel="nofollow ugc noopener">http://www.rigzone.com/news/article.asp?a_id=16208

Rig utilization in the North Sea rose for the fourth consecutive month in August to 79.4% from 77.9% in July. Utilization is now 5.9% up on a year earlier and set to move higher with another five rigs expected to start new contracts in September.

The current improvement reflects the return to work of a number of jack-ups after short idle periods. However, the real driver remains strengthening demand in the semi-submersible sector, where dayrates appear likely to jump after a deal was struck late August at US$91,000 for the Transocean rig Sedco 704, some US$25,000 a day above recent market rates.

"Forward utilization suggests the semi-submersible market will continue to improve into 2005, with increased demand chasing a smaller fleet, owing to the number of rig relocations over the last two to three years," said North Sea Letter rig market editor Ross McCracken. "While improving in the short-term, prospects for the jack-up market look less certain as there have been fewer long-term contracts awarded and the number of outstanding tenders for starts in 2005 remains limited."

The North Sea area is taken to include the UK, Norwegian, Dutch, Danish, Irish, German, French, Spanish and Faroese sectors, excluding the Mediterranean.

[Kanzler-neu]

Hier ein Beschreibung der drei verschiedenen Verfahren des offshore-drilling, die auch bei Diamond Offshore zum Einsatz kommen (Quelle: http://www.bpaustria.at/content/pages/BP_Heizoel_DerRohstoff…)

Besondere Schwierigkeiten birgt das Offshore-Bohren - die Suche nach Erdöl auf dem offenen Meer. Bis zu 250m montieren Taucher die nötige Technik am Meeresboden, noch tiefer müssen Roboter diese Arbeiten übernehmen. Für Wassertiefen bis zu etwas 90 Metern setzt man sogenannte Hubplattformen ein, deren Beine während des Bohrens auf dem Meeresgrund stehen. Die Bohrplattform nebst Geräten und Maschinen wird etwa 20 Meter über den Wasserspiegel angehoben, damit sie auch bei stürmischer See nicht überspült wird.
In bis zu 300 Metern tiefen Wasserzonen werden Halbtaucher eingesetzt. Die kompakten Beine enden in Schwimmkörpern, die zur Stabilisierung dieser Plattform geflutet werden. In halbgetauchter Lage wid die Bohrplattform dann auf dem Meeresboden verankert und durch Computersteuerung exakt über dem Bohrloch gehalten.
In bestimmten Offshore-Gebieten und besonders bei großen Wassertiefen (300 bis 2000 Meter) werden Bohrschiffe eingesetzt. Sie bieten in küstenfernen Seegebieten den Vorteil größerer Versorgungsunabhängigkeit. Eine Computersteuerung über de Bohrstelle sorgt für die genaue Einhaltung der Position.

[Kanzler-neu]

Diamond Offshore Reports on Status of Fleet in Path of Hurricane Ivan

HOUSTON--(BUSINESS WIRE)--Sept. 16, 2004

Diamond Offshore Drilling Inc. (NYSE: DO) today reported that the semisubmersible drilling rig Ocean Star drifted from its moored location in the Gulf of Mexico at approximately 5 p.m. on Wednesday, Sept. 15. However, a visual inspection of the unit by fixed-wing aircraft earlier today has confirmed the Ocean Star is afloat with no apparent damage.

A visual inspection by aircraft of four additional Diamond Offshore rigs operating in the path of hurricane Ivan also indicated no apparent damage or pollution. All of the well operations being conducted by the rigs situated directly in the path of the storm had been secured and personnel evacuated in accordance with normal operating and safety practices prior to hurricane Ivan passing through the area.

The Ocean Star, which is being monitored via a satellite tracking mechanism, is currently situated approximately 12 miles from its pre-storm location, which was in 2,423 ft. of water in the Viosca Knoll area. The Company has notified and is cooperating with all appropriate regulatory authorities. The Company has initiated actions to re-board the Ocean Star in order to restore power and further assess its condition prior to moving the rig back to its operating location.

All of the Company-owned rigs in the Gulf of Mexico that were evacuated prior to the storm will be re-boarded as soon as practicable in order to recommence normal operations.

[Kanzler-neu]

... und hier das Bild zum vorherigen Artikel:

Ocean Star

[Kanzler-neu]

Diamond Offshore Updates Fleet Status Following Hurricane Ivan

HOUSTON, Sep 20, 2004 (BUSINESS WIRE) -- Diamond Offshore Drilling Inc. (NYSE: DO) today reported preliminary results of inspections on-board five Company rigs that were operating in the path of Hurricane Ivan. Examination of the jack-up rig Ocean Warwick revealed damage to the unit`s legs and jacking system. Crews are currently making initial repairs before moving the rig to a shipyard to complete the inspection and perform any necessary work. Total downtime for the Warwick cannot be determined until the inspections are complete.

Four additional units were also in the storm`s path. The semisubmersible rigs Ocean Star and Ocean America, which parted their mooring during the height of the hurricane, have both been moved to a shallow-water location where crews are working to replace anchor chain and wire lost during the storm. All necessary materials are on hand and estimated downtime for each rig is approximately 10 to 21 days, depending on weather and other conditions. Efforts to recover the lost anchor chain and wire are expected to commence as soon as weather and other conditions permits.

The jack-up rig Ocean Drake experienced essentially no damage to the unit, but wave action from the storm destabilized the drill site, and the Company is currently working with the operator to develop a course of action. The jack-up Ocean Columbia was essentially undamaged and is proceeding to its next drilling location.

[Kanzler-neu]

Der Jahresbericht ist da:
http://media.corporate-ir.net/media_files/NYS/do/reports/200…

[Kanzler-neu]

Diamond Offshore Drilling Inc. Announces Board Appointment

HOUSTON, Oct 15, 2004 (BUSINESS WIRE) -- Diamond Offshore Drilling Inc. (NYSE: DO) today announced that it has appointed Vice Admiral Paul G. Gaffney II, USN (Ret.) to the Company`s Board of Directors. Vice Admiral Gaffney is the president of Monmouth University. Previously, Admiral Gaffney spent 35 years in the United States Navy where he served in such postings as commander of the Navy Meteorology and Oceanography Command, the Chief of Naval Research and President of the National Defense University. Admiral Gaffney is a graduate of the U.S. Naval Academy and holds a master`s in mechanical engineering (ocean) from Catholic University and an MBA from Jacksonville University.

[Kanzler-neu]

Diamond Offshore Drilling Inc. Declares Cash Dividend

HOUSTON--(BUSINESS WIRE)--Oct. 15, 2004--Diamond Offshore Drilling Inc. (NYSE: DO) today announced that its Board of Directors has declared a cash dividend of $0.0625 per common share, payable on Dec. 1, 2004 to stockholders of record on Nov. 1, 2004.

[Kanzler-neu]

Diamond Offshore Drilling Inc. Announces Third Quarter 2004 Results

HOUSTON--(BUSINESS WIRE)--Oct. 19, 2004--Diamond Offshore Drilling Inc. (NYSE: DO) today reported net income for the third quarter of 2004 of $2.9 million, or $0.02 per share on a diluted basis, compared with a net loss of $11.5 million, or $0.09 per share on a diluted basis, in the same period a year earlier. Revenues for the third quarter of 2004 were $208.2 million, compared with revenues of $183.9 million for the third quarter of 2003.

... weiter unter
http://www.diamondoffshore.com/investor/index.htm

[Kanzler-neu]

Diamond Offshore Reports on Status of Ocean Vanguard
Following Storm in North Sea

HOUSTON, Dec 15, 2004 (BUSINESS WIRE) -- Diamond Offshore Drilling Inc. (NYSE: DO) reported that the semisubmersible drilling rig Ocean Vanguard parted two of its eight moorings during hurricane force winds and high seas in the Norwegian sector of the North Sea last night. No personnel were injured, the rig is stable and the well had been shut-in and secured in anticipation of the storm.

Shore-based personnel are being mobilized to the unit to assist with evaluation and any necessary repairs. The Ocean Vanguard was operating in approximately 1,200 ft. of water in the Norwegian sector of the North Sea at the time of the event.

Diamond Offshore is a leader in deep water drilling. The Company`s fleet of 45 offshore drilling rigs consists of 30 semisubmersibles, 14 jack-ups and one drillship. The fleet is located in the waters of six of the world`s seven continents.

SOURCE: Diamond Offshore Drilling Inc.

[Kanzler-neu]

Rig Name: Ocean Vanguard
Rig Manager: Diamond Offshore
Rig Owner: Diamond Offshore
Competitive Rig: Yes
Rig Type: Semisub
Semisub Generation: 3
Rig Design: Trosvik Bingo 3000
Rated Water Depth: 1,500 ft
Drilling Depth: 25,000 ft

[Kanzler-neu]

Diamond Offshore Announces Initiation of Ultra-Deepwater Upgrade of Ocean Endeavor Semisubmersible

HOUSTON--(BUSINESS WIRE)--Jan. 10, 2005--Diamond Offshore Drilling Inc. (NYSE: DO) today announced initiation of a major upgrade of the Victory-class semisubmersible Ocean Endeavor for ultra-deepwater service. The modernized rig will be designed to operate in up to 10,000 ft. of water and will be the most capable of the Company`s upgraded Victory-class units. The project is budgeted at $250 million including capitalized overhead and interest, spares, testing and delivery, mobilization to Singapore, and all other associated expenditures. Delivery is expected in approximately two years.

The Ocean Endeavor will be fully outfitted for 8,000-ft. moored operations upon delivery and in certain applications will be capable of deploying a 12-point mooring system. In addition, the rig will have increased crew quarters` capacity, over 6,000 tons of operating variable deck load, and more than twice the useable deck space compared to the design of the previously upgraded Ocean Rover and Ocean Baroness. The Endeavor will employ the same Tripsaver(TM) technology that is at work on the Rover and Baroness, which provides for significant drilling efficiencies.

"We have made the decision to move forward on the Endeavor upgrade based upon our confidence in the strength of the market," stated Diamond Offshore President and Chief Operating Officer, Larry Dickerson. "The modernized Endeavor will expand our 5th Generation semisubmersible fleet to four units, enhancing our ability to serve both the exploration and development needs of our customers. The estimated construction cost of this unit is significantly below new-build costs, and the relatively short construction schedule represents a large delivery advantage over new builds."

The Endeavor, currently cold stacked in the Gulf of Mexico, will be mobilized to Keppel-FELS Ltd.`s shipyard in Singapore.

[Kanzler-neu]

Diamond Offshore Drilling Inc. Declares Cash Dividend

HOUSTON--(BUSINESS WIRE)--Jan. 25, 2005--Diamond Offshore Drilling Inc. (NYSE: DO) today announced that its Board of Directors has declared a cash dividend of $0.0625 per common share, payable on March 1, 2005 to stockholders of record on Feb. 1, 2005.

Diamond Offshore provides contract drilling services to the energy industry around the globe and is a leader in deep water drilling. The Company`s fleet of 45 offshore drilling rigs consists of 30 semisubmersibles, 14 jack-ups and one drillship. Additional information on Diamond Offshore Drilling Inc. and access to the Company`s SEC filings is available on the Internet at www.diamondoffshore.com.

[Kanzler-neu]

Diamond Offshore Drilling, Inc. Announces Agreement to Purchase Semisubmersible Rig Garden Banks

HOUSTON--(BUSINESS WIRE)--April 4, 2005--Diamond Offshore Drilling, Inc. (NYSE: DO) today announced that a definitive agreement has been signed between Diamond Offshore Services Company and owners Newfield Exploration Gulf Coast Inc. and partner for the purchase of the semisubmersible rig Enserch Garden Banks and related equipment for $20 million. Closing on the purchase is expected to take place in September 2005.

"As a Victory-class rig, this unit provides many options," stated Larry Dickerson, Diamond Offshore`s President and Chief Operating Officer, "including the potential for a significant future upgrade for ultra-deepwater service. The recently announced upgrade of the Ocean Endeavor designed for operation in 10,000 feet of water will be our sixth Victory-class modernization project. Our two remaining Victory-class rigs, the Ocean Voyager and Ocean Bounty, are both committed for future mid-water work at dayrates near or above $100,000 per unit and not upgrade candidates at this time. We believe that this acquisition enables Diamond Offshore to continue to serve both our customers and shareholders."

The Garden Banks has been stacked in Galveston, Texas since its retirement from active service as a drilling and production unit in the Gulf of Mexico. The rig was last upgraded in 1995 by a previous owner.

Diamond Offshore provides contract drilling services to the energy industry around the globe and is a leader in deepwater drilling. The Company`s fleet of 45 offshore drilling rigs consists of 30 semisubmersibles, 14 jack-ups and one drillship.



Rig Name: Garden Banks
Rig Manager: Newfield
Rig Owner: Newfield
Competitive Rig: No

Rig Type: Semisub
Semisub Generation: 2
Rig Design: ODECO Victory class

Rated Water Depth: 3,500 ft
Drilling Depth: 25,000 ft

[Kanzler-neu]

Diamond Offshore Drilling, Inc. Declares Cash Dividend

HOUSTON, Apr 19, 2005 (BUSINESS WIRE) -- Diamond Offshore Drilling, Inc. (NYSE: DO) today announced that its Board of Directors has declared a cash dividend of $0.0625 per common share, payable on June 1, 2005 to stockholders of record on May 2, 2005.

Diamond Offshore provides contract drilling services to the energy industry around the globe and is a leader in deep water drilling. The Company`s fleet of 45 offshore drilling rigs consists of 30 semisubmersibles, 14 jack-ups and one drillship. Additional information on Diamond Offshore Drilling, Inc. and access to the Company`s SEC filings is available on the Internet at www.diamondoffshore.com.

[Kanzler-neu]

Diamond Offshore Sees Improvement in 1Q05 Earnings
http://www.rigzone.com/news/article.asp?a_id=22108" target="_blank" rel="nofollow ugc noopener">http://www.rigzone.com/news/article.asp?a_id=22108

Diamond Offshore Drilling, Inc. (NYSE: DO) reported net income of $30.1 million, or $0.23 per share on a diluted basis, for the first quarter of 2005, compared to a net loss of $11.0 million, or $0.08 per share on a diluted basis, in the same period a year earlier. Revenues for the first quarter of 2005 were $258.8 million, compared to revenues of $184.2 million for the first period in 2004.

The improvement in operating results reflects a continuation of higher dayrates and rig utilization across the Company`s entire fleet, and is indicative of the present worldwide offshore drilling market. Currently, the fleet`s highest dayrates in the Gulf of Mexico include: $172,500 for the 4th generation semisubmersible Ocean Star for work commencing in the third quarter of 2005; $125,000 for the mid-water floater Ocean Voyager for work beginning in mid-November; $76,000 for the 350-ft. jack-up Ocean Titan for work commencing in mid-July; and $60,000 for the 300-ft. jack-up Ocean King for work beginning in early June 2005. The Company is currently bidding renewals in international markets at dayrates also reflecting increases.

Larry Dickerson, President and Chief Operating Officer, said, "Approximately 83% of the Diamond Offshore fleet is contracted or committed in 2005 and we are currently building backlog into 2006, with about 25% of our fleet contracted or committed. We remain confident in the strength of our markets, and believe the Company is well positioned to take advantage of any future market improvements."

[Kanzler-neu]

Diamond Offshore Drilling, Inc. Announces Letter of Intent to Construct Two Jack-up Rigs

HOUSTON--(BUSINESS WIRE)--May 2, 2005--Diamond Offshore Drilling, Inc. (NYSE: DO) today announced that the Company has entered into a letter of intent with Keppel FELS Limited in Singapore for construction of two high-performance premium jack-up rigs. The units, one to be constructed in Singapore, and the other in Brownsville, Texas, are expected to have an aggregate cost of approximately $300 million, including spares, commissioning, site supervision and other costs the Company may incur during the course of construction.

Both rigs will be 350-ft. KFELS MOD V B-Class (Super) design, capable of drilling depths of up to 35,000 ft. with a hook load capacity of 2 million pounds and a cantilever reach of 70 ft. Delivery of both units is anticipated in the first quarter of 2008. The letter of intent also provides an option for construction of a third jack-up rig at a later date. The transaction is subject to execution of a definitive construction contract.

Diamond Offshore President and Chief Operating Officer, Larry Dickerson, said, "The primary focus of the Company has been enhancing our deepwater rigs, while at the same time we have significantly modernized our jack-up fleet. Based on the strength of the market, we believe the construction of these premium jack-up units will augment our ability to offer a full range of services to our customers."

[OptiBull]

Interessantes Zertifikat mit Oil Service Firmen, gibts viele Tipps!
http://www.goldseiten.de/content/artikel/bwb-1222.pdf

[Kanzler-neu]

Diamond Offshore Drilling, Inc. Announces Results of Offer to Purchase Debentures Due 2020

HOUSTON, Jun 07, 2005 (BUSINESS WIRE) -- Diamond Offshore Drilling, Inc. (NYSE: DO) today announced the results of its offer to purchase its Zero Coupon Convertible Debentures due 2020 (the "Securities"). The holders` option to surrender their Securities for purchase expired at 5:00 p.m., New York City time, on June 6, 2005.

Diamond Offshore has been advised by the paying agent, JPMorgan Chase Bank, N.A., that $774,110,000 in aggregate principal amount at maturity of the Securities, which represents 96% of the outstanding Securities, were validly surrendered for purchase and not withdrawn. Diamond Offshore has purchased all of such Securities. The purchase price for the Securities was $594.25 per $1,000 principal amount at maturity. The aggregate purchase price for all of the Securities validly surrendered for purchase and not withdrawn was $460,014,867.50, which Diamond Offshore funded with cash on hand.

Diamond Offshore provides contract drilling services to the energy industry around the globe and is a leader in deepwater drilling. The Company`s fleet of 45 offshore drilling rigs consists of 30 semisubmersibles, 14 jack-ups and one drillship.

[Kanzler-neu]

@Optibull

Das Zertifikat der BW-Bank ist eine interessante Alternative zu dem schon länger gehandelten Zertifikat auf den S&P Oil and Gas Drilling Index (Thread: Zertifikat auf den S&P Oil&Gas Drilling Index (WKN ABN2BZ)).

Einziger Wermutstropfen bei beiden Zertifikaten: keine Anrechnung der Dividenden.

[Punicamelon]

@Kanzler-neu
Toller Thread, tolle Aktie, tolles Unternehmen! In der aktuellen Börse Online ist ein Bericht über Öl-Service Unternehmen. Diamond Offshore scheint das grösste Gewinnwachstum zu haben, bei moderatem 2006er KGV von 16!

Gerade im Tiefseebohrbereich gibt es meiner Meinung nach zahlreiche kleine Ölfelder, bei denen es sich gerade bei den aktuellen Ölpreisen so langsam lohnt, angezapft zu werden. Diamond scheint in dem Bereich ein Spezialist zu sein.

Gruss Punicamelon

[Punicamelon]

*Hm, die ganze Woche sind Ölaktien wie Schmitz Katze gelaufen. Diamond Offshore scheint ein kleines Nickerchen zu machen. Okay, das Ding ist seit Jahresanfang sehr gut gelaufen. 50% in 6Monaten ist viel für einen simplen Öllplattformhersteller, der kein Öl unterm Hintern hat. Die Tatsache der Evakuierung der Ölplattformen durch den drohenden wirbelsturm im Golf von Mexiko, scheint auch nicht gerade ideal zu sein.
ABER, das KGV ist niedrig und vom Geschäftsmodell bin ich auch überzeugt, deshalb glaube und hoffe ich, noch nicht zu spät zu sein.

Gruss Punicamelon

[Kanzler-neu]

Diamond Offshore Announces Second Quarter 2005 Results
Diamond Offshore Drilling, Inc. - Wednesday, July 27, 2005

Diamond Offshore Drilling, Inc. (NYSE: DO) reported net income of $41.3 million, or $0.31 per share on a diluted basis for the second quarter of 2005, compared to a net loss of $10.5 million, or $0.08 per share on a diluted basis, in the same period a year earlier. Revenues for the second quarter of 2005 were $283.4 million, compared to revenues of $184.9 million for the second period in 2004.

For the six months ended June 30, 2005, the Company reported net income of $71.4 million, or $0.53 per share on a diluted basis, compared to a net loss of $21.5 million, or $0.17 per share on a diluted basis for the same period in 2004. Revenue for the six months ended June 30, 2005, was $542.2, compared to $369.1 million for the first six months of 2004.

The improvement in operating results reflects a continuation of higher dayrates and rig utilization across the Company`s entire fleet, and is indicative of the strength of the worldwide offshore drilling market. Results for the second quarter also reflect the sale of the cold-stacked semisubmersible Ocean Liberator in mid-June, 2005. The 600-ft. water-depth-rated unit was sold for $14.0 million, for which the Company recognized an after-tax gain of $5.9 million. This gain was largely offset by the after-tax write-off of $5.0 million of previously deferred loan origination fees related to Diamond Offshore`s Zero Coupon Convertible debt, 96% of which was redeemed by the Company on June 6, 2005. The previously deferred fees are included as interest expense on the Company`s Income Statement for the second quarter ended June 30, 2005.

The Company has entered into a Letter of Intent (LOI) to utilize the Ocean Endeavor in the Gulf of Mexico for a period of between two and four years, commencing when the rig is expected to be delivered from the shipyard in the first quarter of 2007. If a definitive agreement is executed, the rig could earn approximate total revenue of between $198 million and $355 million, depending upon the length of the contract selected by the operator. Actual revenues received could be reduced by various operating factors including utilization rates. The Endeavor, a Victory-class semisubmersible rig, is currently being upgraded in Singapore for ultra-deepwater service. The LOI is subject to customary conditions including execution of a definitive agreement.

Larry Dickerson, President and Chief Operating Officer, said, "Approximately 89% of Diamond Offshore`s fleet is contracted or committed for the remainder of 2005, and we are currently booking significant work into 2006, with about 50% of our fleet contracted or committed for next year. Assuming fulfillment of these contracts and commitments, our total potential revenue commitment of $2.8 billion is now the largest dollar backlog we have ever experienced. We remain confident in the strength of our markets, and believe that our exposure to the market in late 2006 and 2007 will allow the Company to participate in any future market improvements."

Diamond Offshore provides contract drilling services to the energy industry around the globe and is a leader in deepwater drilling. The Company`s fleet of 44 offshore drilling rigs consists of 29 semisubmersibles, 14 jack-ups and one drillship

[Punicamelon]

http://www.finanztreff.de/ftreff/kurse_einzelkurs_news.htm?u…

02.08.2005 - 11:45 Uhr
Diamond Offshore buy
Rating-Update:

Die Analysten von A.G. Edwards & Sons stufen die Aktie von Diamond Offshore (ISIN US25271C1027/ WKN 897577) weiterhin mit dem Rating "buy" ein. Das Kursziel werde von 59 USD auf 65 USD erhöht.

[Punicamelon]

Trotz stark steigenden Ölpreisen tut sich hier wenig! Diamond steht auf der Stelle.




----------------------------------------------------------
09.08.2005 - 18:14 Uhr
Diamond Offshore buy
Rating-Update:
Die Analysten von A.G.Edwards & Sons stufen die Aktie von Diamond Offshore (ISIN US25271C1027/ WKN 897577) weiterhin mit dem Rating "buy" ein. Das Kursziel werde von 59 USD auf 65 USD erhöht. Analyse-Datum: 02.08.2005

Quelle: Finanzen.net

http://www.finanztreff.de/ftreff/kurse_einzelkurs_news.htm?u…

[Punicamelon]

*Hm, die Seitwärtsbewegung dauert nun schon 2Monate, obwohl der Ölpreis prächtig gestiegen ist. Sorry, aber ich steige heute mit -3,1% aus. Vielleicht habe ich nicht genug Geduld, mag sein. Mein Depot ist in den letzten 8Wochen allerdings super gelaufen. Und wenn man mit einer Entwicklung unzufrieden ist, sollte man verkaufen. Der nächst schlechtere Wert in meinem Depot ist Statoil und da hab ich satte +11% . UTS ist der beste Wert in meinem Depot und sogar das dreifache von Statoil gelaufen.

Ich schichte daher lieber in UTS, Canadian Natural Resources, Statoil, Canadian Oil Sand Trust, Transmeridian, Dragon, Öl-Zertifikate, PetroKazakstan oder investiere in die vielen anderen Werten, die gut mit dem Ölpreis gelaufen sind und einfach unmittelbar mehr Potenzial haben. Zb Activa Resources hat langfristig mehr Potenzial.


Gruss Punicamelon

[Punicamelon]

Immer noch Seitwärtsbewegung, *lach!

Gott sei Dank habe ich Diamond vor 2Wochen verkauft und in CNR umgeschichtet. Diese haben mir seitdem 10% Gewinn beschert!

Trotz dieser Fotos keine Reaktion bei Diamond ist mir schleierhaft!

Zerstörte Bohrinsel:


Tod und Zerstörung:


Tod und Zerstörung:

[Kanzler-neu]

Diamond Offshore Drilling, Inc. Declares Cash Dividend of $0.125 Per Share

HOUSTON--(BUSINESS WIRE)--Oct. 17, 2005--Diamond Offshore Drilling, Inc. (NYSE: DO) announced today that its Board of Directors has declared a quarterly cash dividend of $0.125 per common share, payable on December 1, 2005 to shareholders of record on November 1, 2005.

[Kanzler-neu]

Diamond Offshore Drilling, Inc. Announces Third Quarter 2005 Results

HOUSTON, Oct 26, 2005 (BUSINESS WIRE) -- Diamond Offshore Drilling, Inc. (NYSE: DO) today reported net income of $82.0 million, or $0.60 per share on a diluted basis, for the third quarter of 2005, compared to net income of $2.9 million, or $0.02 per share on a diluted basis, in the same period a year earlier. Revenue for the third quarter of 2005 was $310.5 million, compared to revenue of $208.2 million for the third quarter of 2004.

For the nine months ended September 30, 2005, the Company reported net income of $153.4 million, or $1.14 per share on a diluted basis, compared to a net loss of $18.5 million, or $0.14 per share on a diluted basis for the same period in 2004. Revenue for the nine months ended September 30, 2005 was $852.7 million, compared to $577.3 million for the first nine months of 2004.

Results for the third quarter of 2005 reflect the impact of hurricanes Katrina and Rita. The Company recorded a third quarter after-tax gain of $21.8 million, or $0.16 per diluted share, related to insurance proceeds from the previously reported casualty loss of the 300-ft. jack-up Ocean Warwick. Other damage to the fleet resulted in hurricane related after-tax costs of $2.6 million, or $0.02 per diluted share, which were reported within operating expenses. Exclusive of the Warwick, the Company experienced a total of 41.5 days of contractual downtime in the third quarter directly related to the two hurricanes and expects to experience approximately an additional 110 days of contractual downtime in the fourth quarter of 2005 for storm related repairs. At this time, all of the damaged rigs have returned to work at their drilling locations, with the exception of the Ocean Star, which is expected to return to service in mid November. In addition, reactivation of the Ocean New Era has been delayed by approximately three weeks until mid December.

Larry Dickerson, President and Chief Operating Officer, said, "We are happy to report that all of our employees have been accounted for in the aftermath of the storms and feel fortunate to have suffered relatively minor damage to our fleet, with the exception of the Warwick. In addition, exclusive of the impacts of the two hurricanes, we are pleased with our improved operating results for the third quarter, which are indicative of the rising dayrates and continuing strength of the worldwide offshore drilling market. We remain confident in our market position, and believe that our current exposure to the increasingly under-supplied jack-up sector in the Gulf of Mexico, as well as to the global semisubmersible market in late 2006 and in 2007, will allow the Company to participate in any future market improvements."

[Kanzler-neu]

Diamond Offshore Declares Cash Dividend
http://www.rigzone.com/news/article.asp?a_id=31520" target="_blank" rel="nofollow ugc noopener">http://www.rigzone.com/news/article.asp?a_id=31520

Diamond Offshore Drilling, Inc. (NYSE: DO) announced that its Board of Directors has declared a quarterly cash dividend of $0.125 per share of common stock, payable on June 1, 2006 to shareholders of record on May 4, 2006.

[Kanzler-neu]

Diamond Offshore's First Quarter Earnings Surge
http://www.rigzone.com/news/article.asp?a_id=31581" target="_blank" rel="nofollow ugc noopener">http://www.rigzone.com/news/article.asp?a_id=31581

Diamond Offshore Drilling, Inc. (NYSE: DO) reported net income for the first quarter of 2006 of $145.3 million, or $1.06 per share on a diluted basis, compared with net income of $30.1 million, or $0.23 per share on a diluted basis, in the same period a year earlier. Revenues for the first quarter of 2006 were $447.7 million, compared with revenues of $258.8 million for the first quarter of 2005.

The improvement in operating results reflects record-high average dayrates and rig utilization for the Company's entire fleet. For the first quarter of 2006, fleet-wide marketed utilization of our rigs averaged approximately 97%, compared to approximately 91% during the first quarter of 2005. Currently, approximately 88% of our fleet is contracted or committed in 2006 and about 56% of our fleet is contracted or committed in 2007. Additionally, we are continuing to build backlog into 2008, 2009 and 2010, with a total of approximately 68 rig years contracted or committed. This backlog is expected to result in maximum total revenue of approximately $5 billion over the life of those contracts, and compares with about $1 billion in backlog revenue at this time a year ago.

Larry Dickerson, President and Chief Operating Officer, noted, "The entire market remains robust, and virtually all of the fundamental market conditions that defined 2005 appear to remain in place for 2006. We are confident in our market position and our ability to participate in future market improvements."

[Kanzler-neu]

Nichts verläuft auf einer geraden Linie
von Steven Lord, Trader's Daily 19.9.2006

Die Wall Street war noch nie für ihre strategischen Einsichten bekannt, was offen gesagt nicht überraschend ist, wenn man die Tendenz der Analysten bedenkt, in 12-wöchige Phasen zu denken. Und es ist nichts anderes als ein Herdenmechanismus – nichts ist weiter verbreitet als zu beobachten, wie die Wall Street die Existenz strategischer Trends missachtet oder bestreitet, nur um sich dann über den Haufen zu rennen, nur um dort das gesamte Geld anzuhäufen, sobald sie zum „verbreiteten Wissensschatz“ werden. Das ist einer der wenigen Bereiche, in dem der einzelne Anleger die Profis mit ihren eigenen Waffen schlagen kann.

Es wirkt so, als wäre es erst gestern gewesen, dass all die Experten die ständig steigenden Ölpreise als neue Realität ausriefen, mit der wir nun alle würden leben müssen. Natürlich hatten die meisten von ihnen den Anstieg der Energie 2004 vollkommen übersehen, als alle Hinweise auf eine wachsende Wirtschaft sowohl in Amerika als auch in Asien von allen gesehen werden konnten. Und viele sahen sie, natürlich innerhalb der Gemeinschaft der Anlage-newsletter. Aber wie üblich, hat die Wall Street erst kürzlich vollständig auf den Bullen bei Öl reagiert: Morgan Stanley ging noch im Juni von Ölpreisen von 40 Dollar pro Barrel aus, als der Markt sehr kurz davor stand, die doppelte Zahl zu zeigen.

Und dann, als vor kurzem quasi jedes Brokerage-Haus an der Wall Street an Berichten feilte, die erklären, warum Öl notwendig die 100-Dollar Marke erreichen muss…kam der Ölpreis zurück. Dennoch: Vor zwei Jahren, als Öl sich noch fast auf einer Vertikalen bewegte, lachte die Wall Street über Vorhersagen eines Ölpreises von 75 Dollar. Momentan lacht niemand.

Aber das Traurige ist, dass Öl eine Korrektur erleben wird. Sie haben ihre Scheinwerfer in genau dem Moment verschoben, als der Aufwärtstrend bei Energie nach Luft schnappen musste. Der Konjunkturrückgang bei Immobilien und die höheren Zinssätze verlangsamen die Wirtschaft, was automatisch zur Folge hat, dass weniger Öl verbraucht wird und zudem gibt es Bedenken, dass ein breiter Rückgang der Verbraucherausgaben die Wirtschaft im ersten oder zweiten Quartal des nächsten Jahres in eine Rezession treiben könnte. Darüber hinaus haben wir die Monate des Sommers, in denen viel gefahren wird und auch die riskanteste Zeit für Hurrikans hinter uns, die kaputte Pipeline von BP in Prudhoe Bay scheint auch schneller repariert werden zu können, als anfänglich gedacht, Energieaktien sind hoch und selbst im Nahen Osten scheint sich die Situation etwas zu beruhigen. Wie es jedem offenen, bona fide Marktmechanismus zuweilen geziemt, wird sich der Preis für Öl in Zukunft reduzieren. Es ist kein Wunder, dass Öl Preise erreicht, die wir schon seit dem letzten April nicht mehr gesehen haben.

Aber die nachdenklichen Leute an der Wall Street scheinen nicht in der Lage, sich an die Ausbrüche bei Rohstoffen zu erinnern, die sich normalerweise immer selbst korrigieren. Mit anderen Worten, die rapide steigenden Preise jedes beliebigen Rohstoffs führen normalerweise dazu, dass viel Leute mehr davon haben wollen, was zu Forschungen in neuen Gegenden und zu Operationen in Gegenden führt, die vorher als unwirtschaftlich galten. Z.B: Chevrons gewaltige Entdeckung vor dem Golf von Mexiko in der vergangenen Woche, gefunden in einer Rekordtiefe von fast fünf Meilen unter der Oberfläche, wäre nie machbar, stünde Öl nicht gerade da, wo es steht. Diese intensive Suche nach den eben erst nach oben ausgebrochenen Rohstoffen führt gewöhnlich dazu, dass bald eine Angebotsflut folgt, die dann pflichtschuldigst den Preis wieder nach unten drückt. Das zählt zu den Grundlagen der Wirtschaft.

Rufen Sie sich ins Gedächtnis, dass Öl, wenn man es über den strategischen Horizont betrachtet, keinen Abwärtstrend eingehen wird. Im Gegenteil, man muss sich nur die 15.000 Autos ansehen, die jeden Monat neu auf Chinas Straßen kommen, oder die beiden Kunden von Mobiltelefonen, die jede Sekunde hinzukommen, um zu verstehen, dass sich die grundlegende Struktur von Angebot und Nachfrage bei Öl gewandelt hat. China wird nicht wieder dahin zurückkehren wo es noch 1990 war und deswegen werden die Chinesen ihre Fahrräder, die sei einst fuhren, gegen neue Autos eintauschen. Verbraucher in den USA haben offenkundig ihr Fahrverhalten nicht verändern. Es mag zwar auf den Straßen einige hundert Hybridautos geben und eine bescheidene Konzentration auf alternative Energien (zumindest im Moment), aber ich habe noch nicht viele Hausfrauen gesehen, die zu Fuß zum Supermarkt marschieren.

Der Punkt ist, dass nichts entlang einer geraden Linie verläuft und dass die Wall Street immer erst dann an Bord geht, wenn diese Linie die Richtung wechselt und eine gewisse Zeit in eine andere Richtung verläuft. Es gibt bei den wichtigen Trends immer Korrekturen und manchmal halten sie eine ganze Weile lang an. Solange es im Nahen Osten nicht wieder hitzig wird, kann Öl ganz leicht wieder die 60 Dollar berühren und dort eine Weile bleiben. Und wenn das passiert, dann bin ich mir sicher, dass wir wieder alle möglichen Berichte aus diesem Teil der Stadt bekommen, in denen es darum gehen wird, dass die neue Ära, über die sie momentan immer wettern, vorbei ist, und dass eine „neue, neue Ära“ des billigeren Öls als üblich, kurz davor ist, sich zu entfalten. Das ist alles Gewäsch. Öl befindet sich aus einem ganz einfachen Grund in einem strategischen Aufwärtstrend: Eine ganze Menge Leute mehr als je zuvor, brauchen heute Öl, während die Produktion auf fast jedem beliebigen Feld entweder flach ist oder zurückgeht. Während das zur Ölsuche in einem wirklich beispiellosen Ausmaß führt, bedeutet es nicht, dass ein Rückzug über sechs Monate diesem Trend ein Ende setzt.

Halten Sie lange an ihren Energieaktien fest, wenn sei welche besitzen und nutzen Sie die Korrektur, die sich gegenwärtig auf den Weg macht, ihre Positionen zu ergänzen, sobald sich der Preis für Unternehmen im Ölsektor mit korrigiert. Es macht wirklich keinen Sinn, sich anzusehen, wie echte langfristige Werte, wie die meisten unter den Bohrunternehmen (Global Santa Fe, Diamond Offshore usw.) aufgrund eines Rückgangs bei Öl um fünf Dollar ausverkauft werden. Diese Unternehmen befinden sich im stärksten Preisumfeld, dass ihre Industrie je erlebt hat, mit Tagessätzen die doppelt so hoch sind, wie noch vor zwei Jahren. Rufen Sie sich ins Gedächtnis, der beste Hebel sind die Bohrunternehmen, dann die Aktien der Ölservices, und dann die integrierten Öle wie Chevron und Exxon.

[Kanzler-neu]

Diamond Offshore's Q3 Earnings Seen as a Mere 'Hiccup'
http://www.rigzone.com/news/article.asp?a_id=37610" target="_blank" rel="nofollow ugc noopener">http://www.rigzone.com/news/article.asp?a_id=37610

Diamond Offshore Drilling Inc., which contracts drilling rigs to oil companies, on Friday missed analysts' estimates for third-quarter earnings because of a variety of unexpected costs. But most analysts characterized the results as a hiccup interrupting a very profitable long-term story.

Early Friday, Diamond, which is majority-owned by conglomerate Loews Corp., posted third-quarter earnings of $1.19 per share, falling shy of Wall Street forecasts by 6 cents. Revenue of $514.5 million was flat versus the second quarter and missed analysts' projections of revenue of $519 million.

Diamond, based in Houston, said results were hampered mostly by unforeseen costs. The company's rigs faced downtime for repairs and mandatory surveys. Also, Diamond spent money upgrading some ships to protect them from hurricanes.

Even though day rates for rigs increased during the quarter, revenue was sequentially flat, partially because contracts for three ships reset to older, lower rates.

Most analysts lowered earnings estimates to account for higher costs, but none appeared alarmed and most maintained high investment ratings on the company's stock.

"This quarter represents a small speed bump on the way to much higher earnings and cash flow in coming quarters," Friedman Billings Ramsey analyst Robert MacKenzie wrote in a note to clients Monday.

The company concluded its conference call by announcing two new contracts with state-owned Mexican oil company Petroleos Mexicanos, prompting Deutsche Bank analyst Mike Urban to upgrade Diamond Offshore to "Buy" from "Hold."

Despite the earnings miss, Urban said visibility into new contracts offsets the risks of owning the stock. Also, Urban said, he thinks Diamond Offshore may pay a special dividend as the company generates more cash.

Shares of Diamond Offshore fell 48 cents to $70.45 in premarket trading.

[Kanzler-neu]

Lieblingsaktien 2007 – Teil 2
von Steven Lord, Trader's Daily

...

Außerdem gefällt Diamond Offshore (DO), ein Spezialist von mittlerer Größe für Tiefwasserbohrungen. Das ist wichtig, denn die meisten der bedeutenden Funde in den vergangenen Jahr lagen in tiefem Wasser und DO ist eines der wenigen Unternehmen, die die Ausstattung und das Wissen haben, dort zu arbeiten. DO besitzen eine Flotte von 44 Plattformen vor der Küste, die sich aus 30 halb-versenkbaren Plattformen, 13 Hebebohrinseln und einem Bohrboot zusammensetzen.

Wie HERO hat auch DO ein außerordentliches Gewinnwachstum, seit die Nachfrage nach den Plattformen so heiß geworden ist. Die Gewinne je Aktie sind von 1,72 Dollar im Jahr 2005 auf erwartete 4,90 Dollar 2006 gestiegen. Die atemberaubende Schätzung für 2007 sieht einen Anstieg von 186% auf durchschnittlich 9,41 Dollar pro Aktie voraus. Nein, das sind keine Druckfehler. Nächstes Jahr soll dieses Unternehmen fast neunmal so viel einbringen wie 2005. Nebenbei, die Schätzungen für 2008 liegen bei über 13 Dollar pro Aktie.

Die Flotte von Diamond hat gegenwärtig einen großen Anteil der Hebebohrinseln und einen kleinen Anteil der halb-versenkbaren für das Jahr 2007 verfügbar, was bedeutet, dass die Tagesraten des Unternehmens im nächsten Jahr beträchtlich höher ausfallen werden, nachdem sie im Jahr 2006 schon signifikant gestiegen sind. Zusätzlich hat DO eine starke Stellung an den internationalen Märkten. Forschung und Produktionsausgaben sollen hier im nächsten Jahr um geschätzte 13% steigen. Ballungsgebiete sind Mexiko, das Mittelmeer, Asien Westafrika und Neuseeland. Tatsächlich wurden beim letzten Konferenzaufruf des Unternehmens China und Indien beide als Gegenden erwähnt, die für das Unternehmen von Interesse sind.

Doch trotz dieser Aussichten, wird Diamond im Jahr 2007 nur für ein KGV von 8, basierend auf geschätzten Gewinnen getradet und mit einem PEG-Verhältnis von 0,5. Und es ist nicht so, dass das Unternehmen schlecht geführt würde, die Erträge auf Wertpapiere, ein Maß der Effizienz der Verwaltung, belaufen sich auf beachtliche 30% während die Gewinne auf Vermögenswerte bei respektablen 13% liegen. Und Diamond hat ungefähr im gleichen Maße Schulden wie Bargeld – 788 Millionen Dollar im Vergleich zu 965 Millionen Dollar – während der operating cash flow bei über 700 Millionen Dollar im Jahr liegt.

Grundlegend solide, mit starkem Umsatzwachstum und einer sehr attraktiven Bewertung, ist Diamond eine gute Wahl für Gewinne in den folgenden Jahren.

[1erhart]

Warum ist dieser Thread eingeschlafen. Ist doch eine sehr gute Aktie. Habe zwar Konkurrent Transocean im Depot aber bin mir gar nicht mehr sicher ob Diamond nicht noch besser wäre.
Nur schade dass in Deutschland anscheinend kein Handel zustande kommt.