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AsiaInfo-Linkage, Inc. Message Board

pginge56 1 post  |  Last Activity: Apr 23, 2015 10:49 AM Member since: Jan 28, 2003
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  • pginge56 by pginge56 Apr 23, 2015 10:49 AM Flag

    The common negative thread in the Morgan Stanley news is what has always been viewed as Seadrill's strength. Their view of Transocean, Ensco and Noble site "older than average fleet of drilling platforms" and "older fleet profiles". Seadrill's young fleet is what positions it as one of the long term survivors in this industry. Our big challenge of course is the debt load. As long as they can manage that through either refinancing if necessary, raising funds through Seadrill Partners etc, I think there's a ton of upside here. I first bought in at $30, some more in the $20's and then averaged down at $9. Plus somewhere down the road I think we see them putting back some type of dividend.

    Sentiment: Buy

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