STANDARD DRILLING: KJØPS SIGNAL - RALLY NÅR 1,28 KR BRYTES NÅ


Det har nå snudd. Får vi litt volum og 1,28 kr brytes skal vi meget raskt oppover. Ekstremt lite motstand etter dette. Last opp! Markedet har truffet bunnen en gang for alle!

Clarkson har fortsatt kursmål i underkant av 3 kr aksjen for denne!
Redigert 02.04.2019 kl 10:56 Du må logge inn for å svare
Tændis
10.04.2019 kl 20:39 1650


TDW US / SDSD NO

Rates are shooting up further in the North Sea. After a 220% y/y gain in March, April rates are up another 25%. The spot market now pays USD 16.1k/d whilst term rates are at USD 19.5k/d (avg. 250 days) with further upside into the summer market as more demand comes on and there is virtually zero reactivation candidates in the stacked fleet. TDW and SDSD are our top picks in the OSV space, with the right fleets and strong balance sheets (as good as debt free). Implied price per large PSV is USD 10.5m for SDSD and USD 8m for TDW against what would historically be USD 25m at current term rates. The latter give a USD ~10k/d margin above cash breakeven – or 35%/45% yield for SDSD/TDW. BUY.
marco83
11.04.2019 kl 08:33 1508

Høres at de gule båtene er solgt til vest Afrika
Egard
11.04.2019 kl 09:11 1466

Dersom dette stemme kommer det til a bli en god dag. 34% av det selskapet skulle fort bli en del kroner inn i kassen og synligjore verdiene i de andre baatene.
ruda
11.04.2019 kl 09:14 1456

Her fylles kassen, og store aktører laster opp
Malchish
11.04.2019 kl 09:44 1411

laster opp?
opp og ned ..
Redigert 11.04.2019 kl 09:44 Du må logge inn for å svare
DIL
11.04.2019 kl 11:41 1325

Og noen mere enn andre
800,000 til NOK 1,30
Risky
11.04.2019 kl 11:42 1319

Hvor har du det fra at de gule skipene er solgt?
Egard
11.04.2019 kl 12:00 1290

Gikk en post paa 1mill paa 1.29 naa, noen som vet mer enn andre?
marco83
12.04.2019 kl 21:00 1052

Som nevnt tidligere, da er de gule solgt. Offisielt nå.

En S&P transaksjon til så er det pappaperm!
klaesp
12.04.2019 kl 21:23 1008

Tydeligvis ulik informasjon i markedet, denne vil stige betydelig neste uke:) GRATULERER
NilsAB
12.04.2019 kl 21:37 983

Kom inn i dag på 1,345, mer som ett terningkast, magefølelse... Mange gode skribenter på sd trådene... Takk for gode innlegg... Hva tror dere om mandagen?



Limassol, 12 April 2019

New World Supply Ltd ("NWS"), where SDSD has an ownership of 34.4%, has
completed a sale ("Transaction"), with a well known and reputable counterparty,
of its remaining four medium sized platform supply vessels (PSVs). The vessels,
"World Diamond", "World Peridot", "World Pearl" and "World Opal"( jointly
referred to as "NWS vessels") , have been in lay-up in Norway since October and
November 2016.

The transaction is completed and the purchased price has been fully paid for all
four vessels. All terms have been agreed and there are no further conditions.
The transaction is done at a level that reflect higher vessel value compared to
SDSD's book value and significantly higher than the acquisition price of the
shares in New World Supply Ltd purchased by SDSD. NWS and its subsidiaries now
have cash holdings only and no vessels.

SDSD has previously highlighted that it will take advantage of opportunities
that may appear. Further SDSD has stated that it considered its holding in NWS
as a financial investment. Consequently, the sale of these vessels, at a
significantly higher price than the purchase price, is in line with SDSD's
strategy.

"This transaction is in line with our expectations of an increase of the value
of our fleet. The sale of vessels is done at higher levels compared to the two
vessels sold in October 2018. Further, this transaction is evidence of the fact
that the company's purchase price of shares in New World Supply were done at
highly attractive levels. The company's ultimate strategy is to create
shareholder value. This transaction supports this strategy" says Martin Nes,
Chairman of the Board in SDSD.

After the transactions, Standard Drilling has a 100% ownership of five
large-size modern PSVs. In addition, the company has invested in 9 mid-size
PSVs, bringing the total fleet of partly and fully owned vessels to 14 PSVs,
including one vessel on a bare-boat contract.

The pro-forma cash balance of SDSD end of March 2019 would be approximately USD
36 million, as if the Transaction was closed in March, including pro-rata
ownership of cash in subsidiaries and investments, of which USD approximately
20.5 million is cash in SDSD and subsidiaries.

SDSD has no debt.

¨

For further information please contact:
Chairman of the Board Martin Nes at +47 92 01 48 14, or General Manager
Evangelia Panagide at +357 99 77 11 16

Der gikk de 4 gule båtene til vesentlig høyere priser en de to som ble solgt i oktober forrige år. Ser fram til mandagen og nye byks på kursen.
Havsula
12.04.2019 kl 23:29 798

Kan nevne at kursen låg på rundt 1,8 i fjor sommer. Fremtidsutsiktene har bedret seg betraktelig siden den tid for å si det sånn.
nima
15.04.2019 kl 10:10 459

Rart at SDSD selges til så lave kurser, men det er vel noen som trenger penger til påske. Jeg klarer ikke å se noen annen grunn til å selge ( gi bort ) aksjene i dette prisleie.
marco83
15.04.2019 kl 11:16 381

Nei:) Den gjelder ikke dette rederiet

Forventer en god dag i dag. Oljeprisen fortsetter opp, ratene øker, og det er ingen tvil - skipsprisene øker. SDSD er full av cash og null gjeld. Kan knapt bli bedre.
ruda
17.04.2019 kl 08:38 175

Det er bare å laste. Vi får utbytte godt utbytte før vi passerer Nok 2,-