AWLCF News and Press, Awilco Drilling plc From 03/14/19

We continue the discussion started in “ Offshore Drilling: Drillships fundamentals March 2019 Edition .” In this article, we turn our attention to the semi-sub segment of the offshore drilling market which should be closely monitored by traders and investors in companies that hav...

In my previous article on Awilco ( AWLCF ) titled " Will Awilco Buy The Second Newbuild Rig? ", I argued that Awilco will likely give the second newbuild option a pass as the downside in oil prices seen in the fourth quarter of 2018 put pressure on Awilco's shares, reducing the attractiveness ...

Awilco ( AWLCF ) has recently provided its Q4 earnings report and held a conference call . This is a very interesting company to follow, as it has just 1 working rig (and 1 cold-stacked rig), but also has a newbuild project, which is the main value proposition. We’ll first look at th...

Awilco Drilling PLC (AWLCF) Q4 2018 Results Conference Call February 13, 2019 09:00 AM ET Company Participants Jon Oliver Bryce - CEO Ian Wilson - CFO Conference Call Participants Presentation Operator Hello, and welcome to the Awilco Drilling Q4 Presentation Call. M...

Back in 2017, there was a rumor about Rowan ( RDC ) merging with Maersk Drilling. The rumor did not make sense right from the start but ever since that rumor was discussed, the topic of M&A with the participation of Maersk Drilling was part of many offshore drilling-related discussions...

The earnings season is underway, and it’s high time for my traditional preview for offshore drillers. Drillers’ earnings reports and subsequent conference calls are expected to be highly interesting this month, providing information on major events like Ensco ( ESV )/Rowan ( RDC ...

This article continues the tradition of writing recap and outlook for the next year for the offshore drilling industry (look here for articles on 2017 and 2018 ). Just like the previous time, I'll start with reviewing my expectations for 2018 and how they played out and then proceed to my v...

The New Year approaches fast, and it's high time to look at offshore drilling market fundamentals, especially after the recent price action in offshore drilling stocks. In the previous article on the topic, we discussed the fundamentals of the drillship market segment. In this article, we wi...

Last week, I discussed the general picture for the offshore drilling industry after recent oil price declines and was particularly concerned about the ongoing lack of deepwater exploration activity as supermajors have been largely sticking to their short-cycle investment strategies for now. ...

Almost three years have passed since I provided my initial take on the offshore drilling industry to Seeking Alpha readers right at the very bottom of the oil price downturn. In light of the renewed collapse in oil prices, I decided to update my views and follow up with a detailed discussi...