Currently I'm holding the smallest position in this stock I've held since first purchasing it in '09. In fact 3/4 of my position is a result of dividend shares. That said I'm questioning whether to add to my position or not. I don't know as though I have confidence in the new CEO and direction we are heading. Granted I'm sure JF exerts pressure in the direction he would like things to go, but at times I wonder if he isn't more focused on his legacy as a company creator. I bought NATDF under the impression all harshwater assets would eventually be held under this "new company", but the lines seem to be have become blurred.
What is SDRL's primary company mandate now? It would appear to be targeting a holding company model.
Thoughts are appreciated.
(I'd actually like to add to both sdrl and natdf but hesitant on both. I can't figure out what the heck is going on with natdf, I was hoping for exposure to harsh water and by now,a darned IPO)