Todays Hurdle Rate: Valaris
11 months ago
The Market Maven
"VAL: Largest offshore driller w/ top fleet. Offshore oil breakeven $45-$50/bbl. No new drillships/semi-subs expected. 2025 FCF $500M, 2026+ higher on contract rollovers. 2027 FCF $1.5B+. $3.3B mkt cap, all FCF to buybacks. Risks: demand collapse. Upside: price rise or last shares standing."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Todays Hurdle Rate: Valaris
Source:
The Market Maven
Published:
January 19, 2025
Idea Type:
Stock Idea