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Doesn’t like it. Too defensive. They have been struggling to come up with a new strategic direction. It has been trying to right size itself for some time and it is quite painful to watch.
It has stalled out. Issue is the going to market to finance acquisitions. Well managed and he likes their commodity focus, but sentiment has changed because of equity issues.
It has stalled out. Issue is the going to market to finance acquisitions. Well managed and he likes their commodity focus, but sentiment has changed because of equity issues.
Great set of assets and well managed. Recommendation in the oil services sector but right now you don’t need to be here.
Great set of assets and well managed. Recommendation in the oil services sector but right now you don’t need to be here.
(Market Call Minute) Going to be acquired at some point by an international major.
(Market Call Minute) Going to be acquired at some point by an international major.
(Market Call Minute) Lots of problems with their assets.
(Market Call Minute) Lots of problems with their assets.
(Market Call Minute) Good growth, company and balance sheet.
(Market Call Minute) Good growth, company and balance sheet.
(Market Call Minute) Buy QCOM instead. Better exposure to 3 and 4 G technology and good royalty income.
(Market Call Minute) Buy QCOM instead. Better exposure to 3 and 4 G technology and good royalty income.
Doesn’t like it. Too defensive. They have been struggling to come up with a new strategic direction. It has been trying to right size itself for some time and it is quite painful to watch.