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Stayin' Alive in '25
Offshore high yield markets are pricing the traditionally stable jackup rig issuers as riskier credits than deepwater floaters. Why?
Mar 15
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Tommy
27
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Stayin' Alive in '25
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1
Scrap, Baby, Scrap
Also underwriting Noble's ~8.1% dividend yield
Mar 8
•
Tommy
49
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Scrap, Baby, Scrap
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16
Deepwater Macro: March '25
Focus Turns to 2026-2027 Demand
Mar 1
•
Tommy
37
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Deepwater Macro: March '25
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18
February 2025
Drillship Cannibalism
Alternative uses for coldstacked drillships
Feb 15
•
Tommy
48
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Drillship Cannibalism
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11
Key Topics for 4Q24 Earnings Season
10 Topics of Interest
Feb 1
•
Tommy
28
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Key Topics for 4Q24 Earnings Season
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January 2025
Deepwater M&A and Exploration
Seadrill, Hookload and Wildcat Waves
Jan 25
•
Tommy
37
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Deepwater M&A and Exploration
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8
Outlook 2025: Offshore Credit
Floaters, Jackups and an E&P
Jan 18
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Tommy
35
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Outlook 2025: Offshore Credit
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2
Namibia Oil Exploration Updates
Orange Basin, Shell, USA and Galp
Jan 11
•
Tommy
30
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Namibia Oil Exploration Updates
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5
Deepwater Macro
and High Yield Credit Alt
Jan 4
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Tommy
60
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Deepwater Macro
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December 2024
Outlook 2025: Semisubs
Focus on Norway
Dec 28, 2024
•
Tommy
43
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Outlook 2025: Semisubs
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4
Outlook 2025: Drillships
Also 2026 and beyond...
Dec 21, 2024
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Tommy
101
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Outlook 2025: Drillships
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