Tag Archives: sdrl

SDRL restructuring deadline July 31

SDRL’s restructuring deadline is approaching (July 31). I need to watch out for SDRL and NADL for the short opportunities.

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John Fredriksen double down on the battered oil tanker business

JF is doubling down on oil tanker business, even as his offshore drilling business sinks in debt. Seadrill is facing July 31 deadline to restructure some $10 billion of debt. “It’s hard to answer if it will come out of restructuring, but … Continue reading

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Will SDRL follow the same blueprint of Dryship – from wsj

Here is the way Dryship CEO makes money on sinking ship, will SDRL follow the same blueprint?

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Should I conduct long straddle for VRX and SDRL?

Should I conduct long straddle for VRX and SDRL?

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Can John Fredriksen save SDRL or not?

Can John Fredriksen save SDRL or not?

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How sensitive is the oil price to the imbalance of oil demand & supply

Here is an excellent study of how sensitive is the oil price to the imbalance of oil demand & supply – • This model explains how a drop in demand for oil of only 1 million barrels per day can account … Continue reading

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