Die Aktie von Transocean hat im Zuge der Katastrophe im Golf von Mexiko zuletzt deutlich nachgegeben. Dabei wurden etwa 4,5 Mrd. Euro an Market Cap. vernichtet. Zwar wird sich Transocean als Betreiber der Bohrinsel sicherlich an den Kosten des Unglücks beteiligen müssen, bis hier aber abschließend gezahlt werden muss dürfte noch einige Zeit verstreichen. Zudem dürften die fälligen Zahlungen bei weitem keine 4,5 Mrd. Euro betragen, denn das Unglück ist nicht auf die Bohrinsel an sich zurückzuführen, sondern entweder auf ein fehlerhaft arbeitendes Ventil oder aber fehlerhaft ausgeführte Bohrarbeiten. Insofern kann man diese Kursverluste höchstens noch mit einem durch den Unglück entstandenen "Imageverlust" erklären, was mir aber als nicht gerechtfertigt erscheint. Somit ergibt sich bei der Aktie derzeit aus meiner Sicht eine sehr gute Einstiegschance im Bereich von 50 Euro mit Kursziel 65 Euro... Wie sehen Analysten und Privatanleger die Transocean Aktie derzeit? Werfen wir dazu einen Blick auf diese Seite!
Demnach haben wir aktuell keine Analystenempfehlung, wohl weil diese sich aufgrund der Katastrophe erstmal zurückhalten. Etwas mutiger, aber keinesfalls euphorisch sind die Privatanleger. Hier gibt es 4 Empfehlungen, nämlich 2x Strong Buy, 1x Buy und 1x Strong Sell mit einem durchschnittlichen Kursziel bei 65,18 Euro. Insofern sehen Privatanleger die entsprechenden Chancen, ohne das dabei Euphorie erkennbar wäre. Auch dies spricht also für die Aktie...
Moderation Zeitpunkt: 30.07.10 20:13 Aktion: Forumswechsel Kommentar: Jetzt im Aktienthread!
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...
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 $321 million in backlog and is expected to begin in December 2022 in direct continuation of the rig’s current contract.
Schöner Anstieg die letzten Wochen bei stagnierendem Ölpreis. Gestern nochmal 7% auf 5,25$. So langsam bringt es Spass, die meisten anderen Driller sind pleite oder umstrukturiert, das könnte noch weiter hochgehen bis 10$...
Transocean Ltd. Announces Fourth Quarter, Full Year 2022 Earnings Release Date STEINHAUSEN, Switzerland, Jan. 24, 2023 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) announced today that it will report earnings for the fourth quarter and full year 2022, after the close of trading on the NYSE on Tuesday, February 21, 2023.
Dann warten wir mal gespannt, Kurs kennt aktuell nur eine Richtung, gestern im Schluss bei bei 6,42$
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.
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.
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.