SDRL: Sailing Thru an Acquisition
There has been little news from SDRL while peers have reported quarterly results. SDRL is in the process of closing the Aquadrill transaction,...
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SDRL: A Sea of Profits, Initiating
SDRL has undertaken asset sales to raise cash, which greatly improves the balance sheet. Additionally, the pending purchase of Aquadrill would...
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Oil Exploration: We Expect a Resurgence in 2019 Pointing to Strong Performance for E&Ps
We see oil exploration making a comeback in 2019, as drilling spending sees an increase and on the back of encouraging well results year to date....
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2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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New York and London Battle for Saudi Aramco IPO
Interesting article in the Financial Time (FT) on stock exchanges fighting for Saudi Aramco IPO...
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