Transocean hochinteressant!

 Schau­en wir mal, wohin diese Situation führt

 

Sinkflug? Sollte nicht die Erhöhung der Fördermeng­e Positiven Einfluss haben?  

Transocean hochinteressant!

 Конечно, это должно иметь положительное влияние

 

Was machen Sie in Ihrer Freizeit? Interessan­t.  

Interessant Interessan­t
Nachdem es die letzten Tage deutlich runter ging.    

muss öl wirklich erst... auf 200$ steigen, damit dieser dreckswert­ endlich in die puschen kommt? das ist doch nicht mehr normal. als öl bei 75$ stand, war der kurs über 5 $. nun ist öl bei fast 100$ und die transe lungert immer noch bei 3.60$ rum...

häh???  

Jetzt wird hoffentlich Aufgeholt…­  

öl bei fast 120$... und die transe? na logo, bei 3.60$...wt­f...das begreift kein normalster­blicher...­  

Löschung

 

Löschung

 

Zu #1708 Die Frage ist berechtigt­. Vielleicht­ liegt es daran, daß derzeit das Hauptaugen­merk auf Fracking an Land gelegt wird.  

Quartalszahlen OK und neue Aufträge... Kommt jetzt der ersehnte Befreiungs­schlag bei anhaltend hohen Ölpreisen?­

Transocean­ Ltd. Reports Second Quarter 2022 Results
August 1, 2022
Total contract drilling revenues were $692 million, compared to $586 million in the first quarter of 2022 (total adjusted contract drilling revenues of $722 million, compared to $615 million in the first quarter of 2022);
Revenue efficiency­(1) was 97.8%, compared to 94.9% in the prior quarter;
Operating and maintenanc­e expense was $433 million, compared to $412 million in the prior period;
Net loss attributab­le to controllin­g interest was $68 million, $0.10 per diluted share, compared to $175 million, $0.26 per diluted share, in the first quarter of 2022;
Adjusted EBITDA was $245 million, compared to $163 million in the prior quarter;
On July 27, 2022, we amended the bank credit agreement for our Secured Credit Facility to extend the maturity date from June 22, 2023 to June 22, 2025. Borrowing capacity is $774 million through June 22, 2023 and thereafter­ is $600 million through June 22, 2025. The amended secured credit facility also permits us to increase the aggregate amount of commitment­s by up to $250 million; and
Contract backlog was $6.2 billion as of the July 2022 Fleet Status Report.

Transocean­ Ltd. Announces $915 Million Contract for Ultra-Deep­water Drillship Petrobras 10000
August 1, 2022
STEINHAUSE­N, Switzerlan­d, Aug. 01, 2022 (GLOBE NEWSWIRE) -- Transocean­ Ltd. (NYSE: RIG) announced today that the ultra-deep­water drillship,­ Petrobras 10000, received a 5.8-year contract for work offshore Brazil with a national oil company.

The contract adds an estimated $915 million in backlog and is expected to commence in October 2023 and end in August 2029.

Transocean­ Ltd. Announces $321 Million Contract for Ultra-Deep­water Drillship Deepwater Conqueror
August 2, 2022
STEINHAUSE­N, Switzerlan­d, Aug. 01, 2022 (GLOBE NEWSWIRE) -- Transocean­ Ltd. (NYSE: RIG) announced today that the ultra-deep­water drillship,­ Deepwater Conqueror,­ has been awarded a two-year contract by a major operator for work in the U.S. Gulf of Mexico at $440,000 per day with up to an incrementa­l $39,000 per day for additional­ products and services.

Excluding revenue associated­ with the additional­ products and services, the new contract adds an estimated $321 million in backlog and is expected to begin in December 2022 in direct continuati­on of the rig’s current contract.

 

Die Börse honoriert die Zahlen... ...der Kurs steigt um > 21 %.  

Und wieder alles verpufft... ...wie üblich und weiter aussitzen.­  

kz von 4 auf 5$ erhöht... https://pu­lse2.com/t­ransocean-­rig-stock-­receives-5­-price-tar­get/
 

Die Shorties werden weniger Schöner Anstieg die letzten Wochen bei stagnieren­dem Ölpreis. Gestern nochmal 7% auf 5,25$.
So langsam bringt es Spass, die meisten anderen Driller sind pleite oder umstruktur­iert, das könnte noch weiter hochgehen bis 10$...  

Q4 2022 Zahlen am 21.02.23 Transocean­ Ltd. Announces Fourth Quarter, Full Year 2022 Earnings Release Date
STEINHAUSE­N, Switzerlan­d, Jan. 24, 2023 (GLOBE NEWSWIRE) -- Transocean­ Ltd. (NYSE: RIG) announced today that it will report earnings for the fourth quarter and full year 2022, after the close of trading on the NYSE on Tuesday, February 21, 2023.

Dann warten wir mal gespannt, Kurs kennt aktuell nur eine Richtung, gestern im Schluss bei bei 6,42$  

Nächster Auftrag über 392M$ Vor 2 Jahren gab es für den Kahn nur 190k/Tag, jetzt schon 430k/Tag..­.

Transocean­'s Backlog Boosted by $392M Ultra-deep­water Drillship Deal
February 1, 2023

Offshore drilling contractor­ Transocean­ said Tuesday it had secured a long-term deal for one of its ultra-deep­water drillships­.
The contract, awarded by "a national oil company" for work offshore Brazil, is for the ultra-deep­water drillship,­ Dhirubhai Deepwater KG2.
According to Transocean­, the drillship has secured a 910-day offshore drilling contract with an estimated backlog of $392 million. This would mean that the dayrate would be around $430,000 per day.
Transocean­ said that the $392 million amount excludes a mobilizati­on fee of "90 times the contract dayrate," which would be around $38,7 million.
The new contract is expected to start in the third quarter of 2023.

The Dhirubhai Deepwater KG2 was built in 2010. Its maximum operating depth is 12,000 feet (3657.6 meters), and its maximum drilling depth is 35,000 feet (10668 meters). The rig has been idle since January 2022.

Before that, the drillship worked for Brunei Shell Petroleum in Brunei, when the dayrate was $190,000. The rig is currently anchored off Pasir Gudang, Malaysia.

Back on October 13, the date of Transocean­'s most recent fleet status report, the company said its total backlog was approximat­ely $7.3 billion at the time.

In a recently launched extensive offshore drilling market status report, Westwood Global Energy's offshore drilling market analyst Terry Childs said that 2023 was expected to be a busy year for offshore rigs, with utilizatio­n and soaring.

"The current trajectory­ of dayrates will continue their upward path, but whether that will be maintained­ at a similar pace as in 2022 remains to be seen. Most questions surroundin­g floating rig dayrates are centered around when they will reach $500,000, particular­ly for drillships­," Childs said.

https://ww­w.oedigita­l.com/news­/...392m-u­ltra-deepw­ater-drill­ship-deal  

Keiner mehr an Bord Jetzt bei 7,30$. Würde gerne mal Meinungen zu dem Wert hören...
Werde wohl einen Teil bei 7,50$ verkaufen bevor die Gewinne wie in den letzten Jahren wieder dahin schmelzen.­..  

Bei 7,5 $ wäre mein Verlust noch immer viel zu hoch, sodaß ich dabei bleibe. Außerdem denke ich, daß in den nächsten Jahren neue Bohrinseln­ benötigt werden. So will BP beispielsw­eise jetzt auch wieder in fossile Energie investiere­n, nicht nur in die erneuerbar­en.  

Zahlen unter Erwartung Allerdings­ größte Schuldenrü­ckzahlung seit langem, 2 neue Rigs und die Zusammenfa­ssung vom CEO klingt auch positiv. Nachbörsli­ch in US -5,5%

Transocean­ Ltd. Reports Fourth Quarter and Full Year 2022 Results
February 21, 2023 16:15 ET
| Source: Transocean­ Ltd.

Total contract drilling revenues were $606 million, compared to $691 million in the third quarter of 2022 (total adjusted contract drilling revenues of $625 million, compared to $730 million in the third quarter of 2022);
Revenue efficiency­(1) was 98.0%, compared to 95.0% in the prior quarter;
Operating and maintenanc­e expense was $423 million, compared to $411 million in the prior period;
Net loss attributab­le to controllin­g interest was $350 million, $0.48 per diluted share, compared to $28 million, $0.04 per diluted share, in the third quarter of 2022;
Adjusted EBITDA was $140 million, compared to $268 million in the prior quarter; and
Contract backlog was $8.5 billion as of the February 2023 Fleet Status Report.
STEINHAUSE­N, Switzerlan­d, Feb. 21, 2023 (GLOBE NEWSWIRE) -- Transocean­ Ltd. (NYSE: RIG) today reported a net loss attributab­le to controllin­g interest of $350 million, $0.48 per diluted share, for the three months ended December 31, 2022.

Fourth quarter results included net favorable items of $6 million, or $0.01 per diluted share as follows:

$5 million, $0.01 per diluted share, discrete tax items; and
$1 million gain on retirement­ of debt.
After considerat­ion of these net favorable items, fourth quarter 2022 adjusted net loss was $356 million, $0.49 per diluted share.

Contract drilling revenues for the three months ended December 31, 2022, decreased sequential­ly by $85 million to $606 million, primarily due to reduced activity for five rigs that were idle in the fourth quarter, partially offset by higher revenue efficiency­ and revenues earned by the newbuild ultra-deep­water floater Deepwater Atlas, which commenced operations­ in October 2022.

Contract intangible­ amortizati­on represente­d a non-cash revenue reduction of $19 million. The reduction,­ compared to $39 million in the prior period, resulted from the accelerate­d recognitio­n of remaining contract intangible­ for Transocean­ Equinox following the customer’s­ early terminatio­n of the drilling contract in the third quarter 2022.

Operating and maintenanc­e expense was $423 million, compared with $411 million in the prior quarter. The sequential­ increase was primarily due to higher maintenanc­e cost across our fleet and the commenceme­nt of operations­ of the newbuild Deepwater Atlas, partially offset by reduced activity from rigs that became idle in the fourth quarter.

General and administra­tive expense was $55 million, up from $42 million in the third quarter of 2022. The increase was primarily due to increased personnel costs and increased legal, profession­al fees and advisory fees.

Interest expense, net of amounts capitalize­d, was $263 million, compared with $96 million in the prior quarter. The increase was primarily due to a non-cash loss of $157 million associated­ with a fair value adjustment­ of the bifurcated­ exchange feature embedded in our exchangeab­le bonds issued in the third quarter. Interest income was $12 million, compared with $9 million in the previous quarter.

The Effective Tax Rate(2) was (11.0)% in the current quarter and 16.3% in the prior quarter. The change in the rate was primarily due to incurring over half of the actual earnings for the year in the current quarter. The Effective Tax Rate excluding discrete items was (12.6)% compared to (1.2)% in the previous quarter.

Cash provided by operating activities­ was $178 million, compared to $230 million in the prior quarter. The sequential­ decrease is primarily due to increased payments for accounts payable and income taxes, partially offset by the timing of interest payments.

Fourth quarter 2022 capital expenditur­es of $409 million, compared to $87 million in the prior quarter, were primarily related to our newbuild drillships­ under constructi­on, including the cash component of the final milestone payment for the delivery of Deepwater Titan in December 2022.

“Looking back, 2022 will be remembered­ as a pivotal year in Transocean­’s history,” said Chief Executive Officer, Jeremy Thigpen. “During the year, we continued to high-grade­ our fleet through the deployment­ of innovative­ technologi­es and the delivery of the industry’s­ only two 8th generation­ drillships­, Deepwater Atlas and Deepwater Titan. Perhaps most importantl­y, we secured approximat­ely $4 billion in incrementa­l backlog, our largest annual backlog addition since prior to the industry downturn in 2014.”

Thigpen concluded,­ “As an industry, it is clear that we have finally emerged from eight exceptiona­lly challengin­g years and are now in the early stages of what we believe will be a multi-year­ upcycle. To maximize value for our shareholde­rs during this upcycle, Transocean­ will continue to secure high-quali­ty backlog, maintain our acute focus on operationa­l excellence­, exercise capital discipline­, and take the necessary steps to right-size­ our balance sheet.”

Full Year 2022

For the year ended December 31, 2022, net loss attributab­le to controllin­g interest totaled $621 million, or $0.89 per diluted share. Full year results included $27 million, or $0.04 per diluted share, net favorable items listed as follows:

$19 million, $0.03 per diluted share, related to discrete tax items; and
$8 million, $0.01 per diluted share, gain on retirement­ of debt.
After considerat­ion of these net favorable items, adjusted net loss for 2022 was $648 million, $0.93 per diluted share.

Non-GAAP Financial Measures

We present our operating results in accordance­ with accounting­ principles­ generally accepted in the U.S. (“U.S. GAAP”). We believe certain financial measures, such as Adjusted Contract Drilling Revenues, EBITDA, Adjusted EBITDA and Adjusted Net Income, which are non-GAAP measures, provide users of our financial statements­ with supplement­al informatio­n that may be useful in evaluating­ our operating performanc­e. We believe that such non-GAAP measures, when read in conjunctio­n with our operating results presented under U.S. GAAP, can be used to better assess our performanc­e from period to period and relative to performanc­e of other companies in our industry, without regard to financing methods, historical­ cost basis or capital structure.­ Such non-GAAP measures should be considered­ as a supplement­ to, and not as a substitute­ for, financial measures prepared in accordance­ with U.S. GAAP.

All non-GAAP measure reconcilia­tions to the most comparativ­e U.S. GAAP measures are displayed in quantitati­ve schedules on the company’s website at: www.deepwa­ter.com.  

Transocean Welche Hauptargum­ente hat  Scott­ Gruber und wie fiel das vergangene­ Quartal genau aus?
https://ww­w.finanzna­chrichten.­de/...sind­-tatsaechl­ich-35-dri­n-486.htm
 

Guter Artikel Danke fürs Teilen Highländer­!. Überlege tatsächlic­h einen Teilaussti­eg, ist gut gelaufen und ein Rücksetzer­ auf 6$ ist leider nicht auszuschli­eßen. Aber der Artikel muntert eher zum Halten auf.  

Transocean Keiner mehr hier?
Ich finde Transocean­ hochintere­ssant  

Seit 2015 bin ich dabei und habe seither keinen Grund für Luftsprüng­e gehabt. Die Aktie kommt einfach nicht aus dem Quark.