Energy: Are Offshore Drillers Poised for a Turnaround?

Industry Focus

The Motley Fool

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4.6 • 854 Ratings

🗓️ 4 October 2018

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

After several punishing years for the sector, offshore oil looks like it may be ready to bounce back. We give a primer on the sector and discuss the prospects and positioning of some of the industry’s largest players.

Stocks Discussed: RIG, ESV, DO, SDRL, NBL

Transcript

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0:00.0	This episode of Industry Focus comes to you thanks to NetSuite by Oracle,
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0:07.2	cloud platform. With NetSuite you learn how to acquire new customers,
0:10.6	increased profits, and finally get real visibility into your cash flow.
0:15.0	Get the free guide crushing the five barriers to growth at NetSuite.com slash fool.
0:19.0	Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day.
0:25.0	Today is Thursday, October 4th and we're discussing offshore drillers.
0:29.0	I'm your host Nick Saipel and today I'm joined in studio by Motley Fool contributors, Jason Hall and Tyler Crow.
0:34.2	Jason and Tyler are here today for the Fool.com Writers Conference.
0:37.4	So how about you all talk about how you all got here for the show?
0:41.2	I know Jason's around in California Tyler came a little bit further you want to talk about that sure just a little further
0:47.2	Just a little bit further. Yeah, I live in Malawi. Itchches in South Central Africa,
0:52.6	it was about a 30 hour flight.
0:54.0	So it was a long trajectory to get here.
0:56.7	Yeah, a little nap on the plane, maybe,
0:58.4	the little neck pillow, get all situated ready to go.
1:01.1	Lots of movies. I catch up on a lot of movies when I'm on the flight.
1:05.0	I hear you. Well, it's glad to have both you all in the studio with us today talking about
1:09.3	offshore drillers. So, you know, first off the top for just investors, listeners, you know, what exactly is offer for drilling companies?
1:14.7	What do they do?
1:15.4	What are the services they provide?
1:16.6	Who are their clients?
	...

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