Seadrill Ltd.

SDRL-N

NYSE:SDRL

1.53
0.11 (6.44%)
Seadrill is a deepwater drilling contractor that provides drilling services to the oil and gas industry. It is incorporated in Bermuda and managed from London.
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Analysis and Opinions about SDRL-N

Signal
Opinion
Expert
SELL
SELL
June 12, 2018

It is capital intensive. Of the chunks of production of oil that can come on and off line is (1) shale, (2) oil sands and (3) off shore, which this company addresses. It is expensive using this approach.

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It is capital intensive. Of the chunks of production of oil that can come on and off line is (1) shale, (2) oil sands and (3) off shore, which this company addresses. It is expensive using this approach.

COMMENT
COMMENT
November 4, 2014

Another example of a leading indicator of what lies in store for the capital spend on the back of falling oil pieces. This is a Norwegian offshore, deep technology company for deep-sea drilling. Very interesting company an excellent technology. He questions the sustainability of the dividends. It looks good in the next quarter or so, and fundamentally the operating strength is very strong. Ability to maintain this level of dividend could be questionable if oil prices stay weak and the rig count declines, as we are seeing right now.

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Seadrill Ltd. (SDRL-N)
November 4, 2014

Another example of a leading indicator of what lies in store for the capital spend on the back of falling oil pieces. This is a Norwegian offshore, deep technology company for deep-sea drilling. Very interesting company an excellent technology. He questions the sustainability of the dividends. It looks good in the next quarter or so, and fundamentally the operating strength is very strong. Ability to maintain this level of dividend could be questionable if oil prices stay weak and the rig count declines, as we are seeing right now.

DON'T BUY
DON'T BUY
August 28, 2014

Off shore oil drilling. Last year the oil majors had trouble making profits despite the high price of oil. They cut back on a lot of exploration plans. Prefers a manufacturer to a contractor. KPELY on the pink slips, for example.

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Seadrill Ltd. (SDRL-N)
August 28, 2014

Off shore oil drilling. Last year the oil majors had trouble making profits despite the high price of oil. They cut back on a lot of exploration plans. Prefers a manufacturer to a contractor. KPELY on the pink slips, for example.

DON'T BUY
DON'T BUY
September 4, 2013

Big offshore driller and stock has done extremely well over the last 6 months. Pays a big dividend and he is not sure it is sustainable. The company is highly levered. Very expensive compared to other compelling oil field service companies. 7.7% yield.

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Seadrill Ltd. (SDRL-N)
September 4, 2013

Big offshore driller and stock has done extremely well over the last 6 months. Pays a big dividend and he is not sure it is sustainable. The company is highly levered. Very expensive compared to other compelling oil field service companies. 7.7% yield.

DON'T BUY
DON'T BUY
July 25, 2012
Regarding oil, he sees Brent closing the year at around $100 and WTI somewhere in the $90 range. Ultra deep water drillers are able to book in a little bit better rates so he sees better opportunities for drillers like Diamond Offshore (DO-N) or Ensco (ESV-N), which are trading at better valuations.
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Regarding oil, he sees Brent closing the year at around $100 and WTI somewhere in the $90 range. Ultra deep water drillers are able to book in a little bit better rates so he sees better opportunities for drillers like Diamond Offshore (DO-N) or Ensco (ESV-N), which are trading at better valuations.
SELL
SELL
July 10, 2012
Oil service as a group that is under pressure because of weak oil price. This company caters specifically to international offshore drillers and has a pretty good book of orders but you are swimming upstream in the sector. A lot of these stocks have rallied over the last month after the ECB came out with their package for Spain. He would use this strength as an exit point.
Show full opinionHide full opinion
Oil service as a group that is under pressure because of weak oil price. This company caters specifically to international offshore drillers and has a pretty good book of orders but you are swimming upstream in the sector. A lot of these stocks have rallied over the last month after the ECB came out with their package for Spain. He would use this strength as an exit point.
TOP PICK
TOP PICK
July 9, 2012
Europe’s largest offshore drilling Company and 2nd largest globally by fleet size. Solid exposure to deep water drilling. 9.5% yield is extremely sustainable. Accumulate on Dips.
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Europe’s largest offshore drilling Company and 2nd largest globally by fleet size. Solid exposure to deep water drilling. 9.5% yield is extremely sustainable. Accumulate on Dips.
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