财务表现 - 第二季度合同钻井收入为8.61亿美元，较上一季度增加9800万美元[6] - 第二季度营业和维护费用为5.34亿美元，较上一季度增加1100万美元[7] - 第二季度调整后EBITDA为2.84亿美元，调整后EBITDA利润率为33%[3] - 第二季度调整后净亏损为1.23亿美元，每股调整后亏损0.15美元[4] - 第二季度营业收益率为96.9%，较上一季度提高4个百分点[6] - 第二季度有效税率为474.5%，较上一季度大幅上升[10] - 第二季度经营活动产生的现金流为1.33亿美元，较上一季度增加2.19亿美元[11] - 公司2024年上半年的净亏损为2500万美元[42] - 公司2024年第二季度的合同钻井收入为8.61亿美元[46] - 公司2024年第二季度的平均日收益为43.83万美元[48] - 公司2024年第二季度的总体利用率为57.8%[50] - 公司2024年第二季度的总体收益效率为92.9%[52] - 公司2024年第二季度的调整后净亏损为1.23亿美元[56] - 公司2024年第二季度的调整后每股亏损为0.15美元[57] - 公司2024年上半年的调整后EBITDA为4.83亿美元，调整后EBITDA利润率为29.7%[64][65] - 公司2024年3月30日季度亏损为9300万美元[70] - 公司2024年3月30日季度调整后EBITDA利润率为25.6%[70] - 公司2023年6月30日季度亏损为18100万美元[70] - 公司2023年6月30日季度调整后EBITDA利润率为32.1%[70] - 公司2024年6月30日季度亏损为6000万美元[71] - 公司2023年6月30日季度亏损为59500万美元[71] - 公司2024年3月30日季度调整后税前利润为9200万美元亏损[71] - 公司2023年6月30日季度调整后税前利润为33800万美元亏损[71] - 公司2024年3月30日季度实际税率为474.5%[73] - 公司2023年6月30日季度实际税率为(5.9)%[73] 订单和合同 - 截至2024年7月的订单合同总额为86.4亿美元[4] - 公司最近获得了多份重要合同,反映了当前行业动态,并增强了公司对市场日益收紧的看法[13] 资产和股权 - 公司2024年6月30日的已发行股票数量为940,828,901股，流通股数量为875,456,314股[40] - 公司2024年6月30日的总权益为107.09亿美元[41] 战略和展望 - 公司将继续优化资产组合,最大化EBITDA和自由现金流,用于偿还债务[14]

                Three months ended    Three months ended    June 30,  March 31, sequential June 30,  year-over-year 2024 2024 change 2023 change(In millions, except per share amounts, percentages and backlog)              Contract drilling revenues$861  $763  $98  $729  $132 Adjusted contract drilling revenues$861  $767  $94  $748  $113 Revenue efficiency (1)96.9% 92.9% 4.0% 97.2% (0.3)%Operating and maintenance expense$534  $523  $11  $484  $50 Net income (loss) attributable to controlling interest$(123) $ ...

STEINHAUSEN, Switzerland, July 31, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE:RIG) ("Transocean") today announced a 1,095-day contract for the Deepwater Invictus with bp in the U.S. Gulf of Mexico. The program is expected to commence in the first quarter of 2025 and is estimated to contribute approximately $531 million in backlog, excluding additional services and a mobilization fee. About Transocean Transocean is a leading international provider of offshore contract drilling services for oil and gas we ...

文章核心观点 - 公司宣布与bp在美国墨西哥湾签订为期1,095天的合同,预计将为公司带来约5.31亿美元的订单 [1] - 公司是一家领先的离岸合同钻探服务提供商,专注于超深水和恶劣环境钻探服务,拥有世界上最高规格的浮式离岸钻探船队 [2][3] 公司概况 - 公司拥有或部分拥有并运营36艘移动式离岸钻探装置,其中包括28艘超深水浮式钻探装置和8艘恶劣环境浮式钻探装置 [3] 风险提示 - 合同期限、日费率、未来合同开始日期和地点、计划的船厂项目和其他停机时间、钻探装置销售、动员和重新激活的成本和时间、运营风险和延误、国际运营相关的风险、客户和其他第三方的行为、油气价格的波动、全球和区域性的油气供给和需求、计划报废某些钻探钻机、传染病蔓延及其缓解措施的影响等都可能对公司业绩产生重大影响 [4]

robtek Nestle (OTCPK:NSRGY) stock has been battered lately by more than 6% and is down almost 30% since highs achieved at the end of 2021. This is, in my opinion, quite paradoxical because the stock is finally seeing some real volume growth coming back again instead of just price increases caused by inflation worldwide. Investors, at this point, seem not to care, but from this price point, I think the stock is a good buy, especially if you consider lower interest rates arriving in the near future, togeth ...

Transocean Ltd. (RIG, Financial) released its first-quarter 2024 results and its latest fleet status report in April. The contract backlog was $8.90 billion, down from $9 billion in the preceding quarter. However, the company has been awarded a few more contracts since then. For instance, on June 4, the company announced that three harsh-environment semi-subs (Transocean Spitsbergen, Transocean Norge and Transocean Endurance) were contracted for $161 million. Later that month, on June 26, it revealed that D ...

STEINHAUSEN, Switzerland, July 17, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE:RIG) announced today that it will report earnings for the second quarter 2024 on Wednesday, July 31, 2024. The company will conduct a teleconference to discuss the results starting at 11 a.m. EDT, 5 p.m. CEST, on Thursday, August 1, 2024. Individuals who wish to participate should dial +1 785-424-1222 approximately 15 minutes prior to the scheduled start time and refer to conference code 119567. The teleconference will be simu ...

STEINHAUSEN, Switzerland, July 17, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) announced today that it will report earnings for the second quarter 2024 on Wednesday, July 31, 2024. The company will conduct a teleconference to discuss the results starting at 11 a.m. EDT, 5 p.m. CEST, on Thursday, August 1, 2024. Individuals who wish to participate should dial +1 785-424-1222 approximately 15 minutes prior to the scheduled start time and refer to conference code 119567. The teleconference will be sim ...

Transocean Ltd. (RIG) , an offshore drilling contractor, has secured another significant contract extension for its Deepwater Asgard drillship with Hess Corporation (HES) , a U.S. oil and gas exploration and production company. This extension, valued at $188 million, ensures the drillship will continue its operations in the U.S. Gulf of Mexico for another year. The contract is expected to begin immediately following the conclusion of the rig’s current program.Overview of Deepwater AsgardSpecifications and C ...

文章核心观点 - 公司在Atlanta项目的东部地区(ERT)进行钻探,目的是测试2021年表层勘探中发现的金矿化异常的深度和走向延伸 [1][2][3][4] - CSAMT地球物理勘探结果显示,ERT区域存在与Atlanta资源区相似的低电阻率异常,这可能代表着金矿化的延伸 [2][3][4] - 如果ERT区域的金矿化确实延伸到深部,将证实Atlanta存在卫星金矿系统,并为公司在Atlanta地区的其他勘探目标提供有价值的信息 [5][6] 公司概况 - 公司是内华达州第三大矿权持有者,自2016年起在Battle Mountain趋势带上布局了多个大型项目区 [9][10] - Atlanta矿是一处历史金银生产矿山,根据NI 43-101标准拥有46万盎司黄金的资源量 [11] 勘探计划 - 公司在ERT区域进行了道路和钻井平台建设,目前已经开始钻探 [4] - 公司将密切关注ERT区域的钻探结果,如果金矿化确实延伸到深部,将有助于确认Atlanta存在卫星金矿系统,并为公司在该地区的其他勘探目标提供启示 [5][6]