SEADRILL — SARRIA - Credit Opportunities

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Posts tagged SEADRILL

Time for new names

The last 15 months have seen an incredible rotation of risk and returns and many of the names that offered opportunities last year have done phenomenally well, either because the feared drop in revenues never occurred, or because

Wolfgang Felix24 May 2021AA, CABB, DUFRY, HEMA, LYCRA, LOXAM, RAC, SEADRILL, VOESTALPINE, GENERAL, LOEWEN

Rotating the book - 11 names we like and a lot more we really don't

Below is an account of each of the names we follow and have begun work on in the context of Covid19 and Oil prices. Several names stand out as having become either uninvestible or outright attractive - already now.

Wolfgang Felix16 March 2020GENERAL, AA, RAC, ICELAND, LOWELL, INTRUM, TEVA, Schmolz + Bickenbach, INTU, E-DREAMS, CMA CGM, ADIENT, GALAPAGOS, MAXEDA, NEW LOOK, DOUGLAS, HEMA, MATALAN, PIZZA EXPRESS, STEINHOFF, BOPARAN, CASINO, KCA Deutag, VALLOUREC, SEADRILL, LYCRA, PROGEST, SGL Carbon, VOESTALPINE, ALMAVIVA, TUI, SOUTHERN WATER, THAMES WATER

Seadrill - Discussion Paper

Please find a first discussion paper on Seadrill here.

The complex capital and asset structure is coming under increasing pressure as a

Wolfgang Felix10 December 2019SEADRILL