Noble plc(NE)
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Noble (NE) Inks Offshore Drilling Contract With Trident Energy
ZACKS· 2024-07-08 21:21
Noble Corporation plc (NE) has inked a contract for its Noble Venturer drillship to be utilized for an upcoming drilling campaign conducted by Trident Energy offshore Equatorial Guinea. The drilling campaign is expected to begin shortly. Noble Corporation had previously stated that the expected duration of the project was 150 days.The Noble Venturer drillship is slated to drill two infill wells at water depths of 250 meters and 740 meters in Block G offshore Equatorial Guinea. Trident Equatorial Guinea oper ...
FAT Brands Inc. to Participate in the Noble Capital Markets Consumer, Communications, Media, and Technology Emerging Growth Virtual Equity Conference
GlobeNewswire News Room· 2024-06-25 04:05
LOS ANGELES, June 24, 2024 (GLOBE NEWSWIRE) -- FAT (Fresh. Authentic. Tasty.) Brands Inc. (NASDAQ: FAT), a leading global franchising company that owns 18 restaurant brands, today announced that Andy Wiederhorn, Chairman of FAT Brands, will present at Noble Capital Markets’ Consumer, Communications, Media, and Technology Emerging Growth Virtual Equity Conference on June 27 at 11:00 a.m. Eastern Standard Time. The formal presentation will feature a fireside style Q&A session with questions welcome from the l ...
BioHarvest Sciences to Present at Noble Capital Markets Virtual Equity Conference on June 27, 2024
Newsfile· 2024-06-24 20:30
BioHarvest Sciences to Present at Noble Capital Markets Virtual Equity Conference on June 27, 2024June 24, 2024 8:30 AM EDT | Source: BioHarvest Sciences Inc.Vancouver, British Columbia and Rehovot, Israel--(Newsfile Corp. - June 24, 2024) - BioHarvest Sciences Inc. (CSE: BHSC) (OTCQB: CNVCD) ("BioHarvest" or the "Company"), a company pioneering its patented Botanical Synthesis technology platform, today announced that management will present at the Noble Capital Markets Virtual Equity Confere ...
Noble (NE) to Acquire Diamond Offshore, Expand Drilling Fleet
ZACKS· 2024-06-11 22:51
Noble Corporation plc (NE) has signed a merger agreement to acquire a rival drilling firm, Diamond Offshore Drilling (DO) , in a cash and stock transaction valued at $1.59 billion. Following the acquisition, Noble is expected to operate a giant fleet of 41 rigs, including 28 floaters and 13 jack-ups. The combined backlog for Noble is likely to be worth $6.5 billion.Upon the closure of the transaction, Diamond Offshore shareholders will receive 0.2316 shares of NE with a cash compensation of $5.65 per share ...
Noble Corp agrees $1.6bn takeover of rival Diamond Offshore Drilling
Proactiveinvestors NA· 2024-06-10 19:32
About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...
Noble Corporation plc announces agreement to acquire Diamond Offshore Drilling, Inc.
Prnewswire· 2024-06-10 14:00
SUGAR LAND, Texas, June 10, 2024 /PRNewswire/ -- Noble Corporation plc ("Noble") (CSE: NOBLE) (NYSE: NE) and Diamond Offshore Drilling, Inc ("Diamond") (NYSE: DO) announced today that they have entered into a definitive merger agreement under which Noble will acquire Diamond in a stock plus cash transaction. As part of the transaction, Diamond shareholders will receive 0.2316 shares of Noble, plus cash consideration of $5.65 per share for each share of Diamond stock, representing an 11.4% premium to closing ...
Noble (NE) Inks Deal With Harbour for Well Intervention Work
ZACKS· 2024-05-30 20:55
Noble Corporation plc (NE) , the offshore drilling contractor, has struck a new deal with U.K.-based Harbour Energy (HBRIY) for one of its harsh environment jack-up rigs. The rig Noble Resilient has been tasked with well intervention work in the U.K. North Sea, for Harbour Energy. The contract, scheduled to begin in July 2024, has an estimated duration spanning 30-70 days. Financial details regarding the deal have not yet been disclosed.The contract is slated to begin in continuation with the jack-up rig’s ...
Noble plc(NE) - 2024 Q1 - Earnings Call Transcript
2024-05-08 02:11
财务数据和关键指标变化 - 第一季度合同钻井服务收入为6.12亿美元,略高于上一季度的6.09亿美元 [19] - 第一季度调整后EBITDA为1.83亿美元,低于上一季度的2.01亿美元,调整后EBITDA利润率为29% [19] - 第一季度经营活动产生的现金流为1.29亿美元,资本支出为1.67亿美元,自由现金流为负3800万美元 [19][22] 各条业务线数据和关键指标变化 - 公司16艘营销用浮式钻井平台第一季度利用率为76%,高于上一季度的75%,其中15艘已签约 [19] - 公司13艘营销用自升式钻井平台第一季度利用率为67%,高于上一季度的61% [20] - 第一季度浮式钻井平台的平均日租金为43.4万美元,自升式钻井平台为14.4万美元 [20] 各个市场数据和关键指标变化 - 超深水钻井平台(7500英尺以上水深)的总利用率目前为104艘有合同,7艘无合同,其中7艘为6代机型,包括公司2艘 [16] - 今年剩余时间内无后续合同的超深水钻井平台有9艘,其中5艘为6代机型 [16] - 半潜式钻井平台市场利用率维持在95%左右,第一季度新签约26艘年的超深水钻井平台容量,与2021-2023年的健康趋势一致 [13][14] - 自升式钻井平台市场利用率也维持在95%左右,但受到沙特重置的影响,22艘钻机或5%的全球需求受到影响,但公司主要业务区域的高端和超高端市场尚未受到影响 [17] 公司战略和发展方向及行业竞争 - 公司正在积极推进3艘6代钻机(Noble Globetrotter 1、2和Noble Developer)的合同签署,这是公司2024年收益增长的关键 [15][21] - 公司正在加大对可持续发展的投入,包括数字化能源效率监控系统、替代燃料和电源等,以及在碳捕集和封存领域的领先地位 [24][25] - 公司将继续保持高比例的自由现金流分配给股东,通过股息和股票回购的方式 [9] - 行业整体市场前景向好,超深水钻机利用率维持在95%左右,新签约量保持健康水平,未来几年的公开招标和预招标需求也超过100艘年 [13][14] 管理层对经营环境和未来前景的评论 - 管理层对公司2024年的收益增长前景保持乐观,认为主要项目执行进展顺利,预计第二季度和第三季度将有3艘新合同开始执行,推动全年收益和现金流的大幅改善 [8][19][21][26] - 管理层认为6代钻机市场供需关系将在未来一年内逐步改善,但短期内仍存在一些不确定性,需要继续积极开拓合同 [15][16] - 管理层对行业整体市场前景保持乐观,认为需求持续旺盛,尤其是长期合同签订方面,体现了客户对未来的信心 [13][14] 问答环节重要的提问和回答 问题1 **Kurt Hallead 提问** 提问的内容:公司是否有超过50%的概率获得3艘闲置6代钻机的新合同? [29][30] **Robert Eifler 回答** 回答的内容:公司目前已有97%的产能已签约,即使在指引范围下限也足够,获得6代钻机新合同不是必须的,但仍在积极开拓这些机会,以推动业绩进一步提升 [30] 问题2 **Eddie Kim 提问** 提问的内容:6代和7代钻机之间的市场分化是否主要由于客户偏好变化,还是其他因素? [34][35] **Robert Eifler 回答** 回答的内容:主要是由于7代钻机的效率优势,特别是对于长期和大型项目,客户更倾向于选择7代钻机,这一趋势在过去几年一直在持续 [35] 问题3 **Greg Lewis 提问** 提问的内容:公司在与埃克森谈判圭亚那项目价格重置时,是否会考虑包括辅助服务费用在内的总合同价值? [39][42][43] **Robert Eifler 回答** 回答的内容:公司在谈判中会尽量全面考虑各种费用因素,包括动员/撤离费、辅助服务费等,试图得到一个全面反映市场价格的日租金 [42][43]
Noble plc(NE) - 2024 Q1 - Quarterly Report
2024-05-08 00:07
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________________________________________________________ FORM 10-Q _____________________________________________________________________________________________________ ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ...
Noble Corporation PLC (NE) Q1 Earnings Miss Estimates
Zacks Investment Research· 2024-05-07 06:46
Noble Corporation PLC (NE) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -19.64%. A quarter ago, it was expected that this company would post earnings of $0.56 per share when it actually produced earnings of $0.39, delivering a surprise of -30.36%.Over the last four quarters, the co ...