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, Managing Director of Oilfield Services Research for IBERIA Capital Partners: Operating Cost Containment Strategies Separate Winners from Losers
Wall Street Transcript
January 10, 2014 1:55 PM

67 WALL STREET, New York - January 10, 2014 - The Wall Street Transcript has just published its Oil & Gas: Drilling Equipment and Services Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Oil Price Expectations - Shale, Offshore and Deepwater Drilling - Unconventional Resources - Bundled Oil and Gas Services - Oil and Gas Transportation Services - Dividend Yields for Energy Investors - Domestic Crude Prices - International Energy Opportunities

Companies include: Transocean Ltd. (RIG), Noble Corp. (NE), Diamond Offshore Drilling Inc. (DO), Helix Energy Solutions Group, (HLX), Hornbeck Offshore Services, In (HOS) and many others.

In the following excerpt from the Oil & Gas: Drilling Equipment and Services Report, an expert analyst discusses the outlook for the sector for investors:

TWST: When you spoke to us at the beginning of this year, you said one of the things you'd be watching for 2013 was how the deepwater drillers manage their expenses. How have they performed? Who's done a good job and who hasn't?

Mr. Stolz: Well, by and large the deepwater drillers have impressed on that front. On average that industry has exceeded expectation in managing opex for the year. In particular, a couple of names that stand out for me would be Transocean (RIG) recently, Noble Corp. (NE) and Pacific Drilling (PACD).

TWST: What have they done differently than some of their peers?

Mr. Stolz: It's been a little different I think for each of these companies. For example, Pacific Drilling is relatively new player on the block. They have a younger fleet, a lot of new builds, and frankly we did not expect them to do as well as they had. Not that we were expecting them to have issues while operating efficiently, but generally when you have bigger rigs you go through shakedown periods, you have got a lot of the efficiency you built into over time. As crews get more familiar with equipment, you get accustomed with what spare parts inventory you need to maintain.

But Pacific Drilling really has come out of the gates - come along pretty well, and the last few quarters have suffered very, very few downtime days across the fleet, and it's been very impressive in that has resulted in not only better revenue from missing fewer days of operations but lower opex, as well as lot of times when there are issues and maybe little repairs or things that need to be done, that will pass through the operating expense line of the P&L. And Pacific Drilling has really surprised on that front.

When you look at some of the other companies, the bigger companies, more established like Noble and Transocean, I think part of the outperformance can be due to the fact that these companies, ever since Macondo, really haven't been able to forecast very accurately what they are going to be dealing with, because you are dealing with lower tolerances from new clients. They will put rigs half a rate, making them stand down for any kind of situation or issue on pressure control equipment or on anything that I guess could be perceived as a problem mechanically...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.http://finance.yahoo.com/news/...script-interview-trey-185500198.html  

ZacksBy Zacks Equity Research
2 hours ago

On Jan 21, Zacks Investment Research downgraded energy-focused engineering and construction firm McDermott International Inc. (MDR) to a Zacks Rank #5 (Strong Sell).

Why the Downgrade?

We remain bearish about the firm’s near-term prospects, based on its steep operating costs, an erratic earnings trend over the last few quarters and lack of clarity about some of the big projects.

Detailed Analysis

McDermott’s operating results over the past few quarters have been highly unpredictable, as it had to deal with steep operating costs, competitive pressure and project implementation issues.

McDermott has hinted toward revenue of $3 billion in 2013, lower than the $3.6 billion it generated in 2012, mainly due to uncertainty around the timing of some the company’s bigger awards. Additionally, McDermott sees the large Papa Terra project in Brazil contribute to its earnings only in the last quarter of 2013, as against the previous assumption of an earlier timeframe.  

The offshore oilfield service provider is also struggling with cost overruns in its Malaysia and Saudi Arabia developments, which may lead to lower returns going forward. The financial picture has been further aggravated by deteriorating operating margins in its shallow water projects, with the company trying hard to expand into high margin deepwater projects.  

Stocks That Warrant a Look

While we expect McDermott to perform below its peers and industry levels in the coming months and see little reason for investors to own the stock, one can look at Athlon Energy Inc. (ATHL), Linn Co. LLC (LNCO) and Warren Resources Inc. (WRES). These U.S. upstream energy operators – sporting a Zacks Rank #1 (Strong Buy) – have recorded solid growth and have the potential to rise significantly from the current levels.

Read the Full Research Report on MDR
Read the Full Research Report on LNCO
Read the Full Research Report on WRES
Read the Full Research Report on ATHL


Zacks Investment Research
http://finance.yahoo.com/news/...rnational-strong-sell-173003395.html  

RTK 9,065 $ RTP -0,60 Pott +1,91% buran und MfG danke und SCHÖN
 

Datum Erster Hoch Tief Schluss     Stücke Volumen
  22.01.14      9,13      9,13§8,94 9,04 $ 6.355.703 51,3 M

GrB  

Datum Erster Hoch Tief Schluss     Stücke Volumen
  22.01.14     6,717     6,717§6,717 6,717 € 600 4.030

GrB  

Datum Erster Hoch Tief Schluss     Stücke Volumen
  22.01.14      6,71      6,71§6,71 6,71 € 75 503

GrB  

Datum Erster Hoch Tief Schluss     Stücke Volumen
  22.01.14      6,70      6,70§6,70 6,70 € 1.500 10.050

GrB  

Datum Erster Hoch Tief Schluss     Stücke Volumen
  23.01.14      8,97      9,03§8,90 8,92 $ 4.067.451 30,7 M

GrB  

Datum Erster Hoch Tief Schluss     Stücke Volumen
  23.01.14     6,592     6,592§6,592 6,592 € 50 330

GrB  

Datum Erster Hoch Tief Schluss     Stücke Volumen
  23.01.14      6,50     6,501§6,50 6,50 € 1.177 7.651

GrB  

Preis pro Anteilsschein 6,679 € Schleife 400 spread 4,36% buran und MfG und So Wahr Mir MDR Helfe und Das Dreimal Rosamunde

Kosmonova buran,Der Börsen Ticker Schlampagne Orbit MDR Paster  

Börsenkomplettbucheinsicht
http://www.ariva.de/...ational_inc-aktie/times_and_sales?boerse_id=21
buran und MfG und danke und SCHÖN  

Zeit   Kurs Stück
  15:30:17§6,50 € 500
_________________
GRATULATION

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  15:39:17§6,361 € 800
  15:38:14§6,40 € 1.000
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buran,Das Börsen Ticker Moin Blaue Jungs Vonne Waterkannt
 

Zeit     Kurs Stück
  15:38:22§6,344 € 1.000
  15:33:00§6,296 € 300
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buran,Das Börsen Ticker Na Was Macht Die Tante Hier? ..Hm? ..Klein Scheisserle...
 

Anbieter von Dienstleistungen für die Energiewirtschaft. Das Unternehmen agiert als Holdinggesellschaft für die Tochterunternehmen BWX Technologies Inc., The Babcock & Wilcox Company und der J.Ray McDermott S.A. Das Unternehmen konzentriert sich auf Planungs-, Beschaffungs- und Installationstätigkeiten bei Bau- und Entwicklungsprojekten der weltweiten Öl- und Gasindustrie. Die Services umfassen feststehende und schwimmende Bohrplattformen, Pipelineinstallationen und Unterseesysteme von der Konzeptphase bis zur Fertigstellung. Der Kundenstamm des Unternehmens besteht aus nationalen Großunternehmen der Öl- und Gasindustrie. Die Tätigkeiten erstrecken sich auf circa zwanzig Länder in den Gebieten des Atlantiks, des Mittleren Osten und des asiatischen Pazifiks.
 

Adresse 757 North Eldridge Pkwy.
Houston, Texas 77079, USA
  Postfach
   Telefon +1-281-870-5000          §
  Internet§http://www.mcdermott.com
    E-Mailbusiness.development@mcdermott.com§
IR Telefon +1-281-870-5147
IR E-Mail soldham@mcdermott.com
Kontaktperson§Steven D. Oldham
@Kosmonova buran,ISS ORBIT  

Symbol(s): MDR
Date: 25-Jan-14
   Author:§Frantisek Pechala
Contributor:§Pechala's Reports
    Title:§MCDERMOTT INTERNATIONAL INC (MDR) 12-months forecast
Document Size: 1 page
Price: $15
Document Type: Adobe Acrobat Reader®
Download free Adobe Acrobat Reader®
http://reports.finance.yahoo.com/w0?r=58111668:1  

Operating Cash Flow (ttm): -150.19M
Levered Free Cash Flow (ttm): -399.07M
http://finance.yahoo.com/q/ks?s=MDR+Key+Statistics  

Total Cash (mrq): 461.54M
Total Cash Per Share (mrq): 1.95
Total Debt (mrq): 101.21M
Total Debt/Equity (mrq): 5.15
Current Ratio (mrq): 1.64
Book Value Per Share (mrq): 7.09
http://finance.yahoo.com/q/ks?s=MDR+Key+Statistics  

http://finance.yahoo.com/q/h?s=MDR+Headlines GrB  

8.50 Down 0.42(4.71%) Jan 24, 4:02PM EST
Prev Close: 8.92
     Open:      8.81          §
      Bid:§7.00 x 100
      Ask:§14.18 x 100
1y Target Est: 8.81
     Beta:      1.83§
Earnings Date: Feb 24 - Feb 28 (Est.)
Day's Range: 8.35 - 8.81
52wk Range: 6.68 - 13.48
   Volume: 6,752,966§
Avg Vol (3m): 4,744,530
Market Cap: 2.01B
P/E (ttm): N/A
EPS (ttm): -0.65
Div & Yield: N/A (N/A)
http://finance.yahoo.com/q?s=MDR  

Datum Erster Hoch Tief Schluss     Stücke Volumen
  24.01.14      8,81      8,81§8,345 8,50 $ 6.711.583 49,2 M

buran und MfG und danke und MDR und SCHÖN  

Zeit    Kurs Stück
  08:05:29§6,014 € 700
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GRATULATION
 

Preis pro Anteilsschein 6,303 € Schleife 400 spread 4,98%

>>> hier bitte eben nochmal fix:::: DAX 9.356 JOLLYPUNKTE

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