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Ako investovať do akcií, dlhopisov, fondov, ETF, nehnuteľností, komodít či krypto mien.
Ne me osobne by se libil TransOceanLadis napísal:Ahááá , ty jsi tedy zjistil , ze nejvyhodnejsi je akcie TODCO ( THE )
Ach takfilip glasa napísal: Kadu, plošiny nie sú podľa mňa ani zďaleka tak špekulatívna investícia ako iné zaručené tipy na akcie uvedené rôzne po internete.
Tak zrejme budou spekulativnejsi ty spamy na vylozene tipy co mam v poste 
Ale pokud by se pripadne do roku 2014 zdvojnasobila produkce... Treba by to mohlo byt zajimave to drzet delsi dobu...
Proč? Jak bude oleje rok od roku ubyvat, nebude už tolik plošin potřeba.Ladis napísal: Jak bude oleje rok od roku ubyvat , nebude to prospivat olejnym koncernum Exxon , Shell , BP , OMV , ale bude to prospivat tem firmam dodavajich a pronajimajicich zarizeni.
Toto vysvětluje proč jsu plošiny drahé teď, ale nevysvětluje to proč by měli být drahé v budoucnu, když bude ropy méně (těžebních míst).filip glasa napísal:Plošín je mometálne nedostatok. To zvyšuje denné sadzby za prenájom. Je treba veľmi podrobne sledovať kedy a v akom množstve sa už objednané plošiny dostávajú do prevádzky. Zaujímavosť plošinárov je týmto časovo ohraničená.
Drilling Down: A Buying Opportunity
Investors swamped my email when news hit that some oil crews were “fleeing” the advance of Mean Dean in the Gulf of Mexico.
These investors have seen some hard bounces of late on the Street’s “mechanical” bull, looking for good buys to the upside. Most readers asked me the same question: “I’m tempted by the bargains out there, but this is hurricane season. Should I invest in the energy patch right now?”
Yes, the North American hurricane season is just starting and the opening salvo this year is a category 5. But with or without a hurricane hitting the Gulf, there’s one energy service sector that can hand you some mighty interesting plays. And if you’re looking for under-appreciated bargains, I have plenty for you to consider.
I always alert my readers when it’s time to take money off the table and enjoy their profits. But there’s also a time to buy. For the energy service companies below – all drillers – I believe the time is now.
Oil & Gas Drilling: By Land and By Sea
If you’re a bargain-hunter, opportunities are out there if you know where to look. Last week’s selling is handing us some outstanding buys. The long up-cycle in energy and most other commodities isn't complete. Here are some plays to consider right now:
Bargain Driller # One: This is one opportunity I just can’t pass up, a recent addition to my Gushers Portfolio. Headquartered in Bermuda with most operations controlled out of Houston, this company is the world's largest contract land driller with a total of more than 600 land rigs operating worldwide. And, it has a small offshore drilling business and manufactures rigs and equipment.
The stock is trading at a valuation level unseen since 2001, when natural gas prices were under $2 per million British Thermal Units (MMBtu) compared to $6 per MMBtu today.
This company has nimble new management with an all-out, re-positioning strategy. They’re offloading fringe assets and using the cash to pump up their most profitable, core operations. Right now, this is one of the most under-appreciated stocks out there. But it won’t stay under the radar for long.
Around two-thirds of their US rigs are high-specification rigs and many of these were purpose-built for certain producers with particular projects in mind. Some of the hottest natural gas reserves in the US right now include unconventional plays such as the Barnett Shale located near Fort Worth Texas--producing in the Barnett is economical, even at current gas prices.
This land driller’s strategy in these hot drilling markets is impressive. The company first agrees to design and build a high-spec rig for a specific purpose and secures a term contract for that rig at an attractive, pre-set day-rate. By securing a multi-year term contract before the rig is even built, the profitability of the rig is locked in
By signing term contracts guaranteeing a day-rate, the driller allows the producer to finance the construction of the rigs. This is the basic strategy the company has consistently used to build up its high-specification fleet. And demand for these fit-for-purpose rigs remains strong -- they have 81 new rigs under construction right now, all with signed term contracts to support profitability. Around 24 of these rigs will go into service by the end of 2007 and 8 additional rigs go active at the beginning of 2008
And management knows that even once term contracts expire, high-specification rigs are easier to contract and sport higher margins than less-capable rigs. That's bad news for some of their competitors with heavier exposure to less cutting-edge rigs.
Bottom line: Their US business is holding up well, supported by a solid foundation of term contracts and high-specification rigs with better day-rate prospects.
But the real shining star is their international operations. Right now, international contracts account for slightly less than one-quarter of the driller's profits. But, management says that operating profits from international operations will actually equal or exceed profits from the Lower-48 States by the end of 2008.
International revenues are on fire. In fact, the driller saw margins rise by $1,000 on average per rig in the second quarter--that's a sign that there's no lack of pricing power abroad. Plus, the company has a number of international contracts scheduled to roll over soon, likely to higher day-rates.
Management has put together a diversified worldwide business with operations in North Africa, Saudi Arabia, Latin America and just recently, Russia. In many of these markets this driller commands the lion’s share -- it has the scale and global network to bid on the most attractive international projects. This is an advantage smaller competitors just can't match.
Of course, quality of rigs is even more important internationally than in the US. Since they own the largest fleet of high-specification rigs of any driller, they’re well-placed to bid on these lucrative contracts.
The company’s international operating income soared 30 percent between the first and second quarter this year; profits rose more than 70 percent over the same quarter a year ago. And management is looking for growth well over 50 percent next year.
The driller has even been able to directly arbitrage US weakness and international strength by taking rigs out of the US or Canadian markets, upgrading them, and putting them to work internationally on term contracts. Ten rigs are slated to do just that between now and the end of the year.
If gas prices recover and drilling activity picks up in North America, their U.S business could easily soar. At a minimum, I see upside to its early 2006 highs over $40 per share.
Also, consider that the stock historically begins to rally in earnest before the rig count starts to recover -- usually around 6 to 9 months before. Thus, a mid-2008 turn for the gas markets implies the stock starts running within the next month or two. This US-based land driller is a buy recommendation in our aggressive Gushers Portfolio.
If you want the complete report on this outstanding buy opportunity, you’ll find it in today’s issue of my newsletter, The Energy Strategist.
Bargain Driller # Two: My prediction -- the rates for this European deepwater oil driller will top $1 million per day by 2012.
It’s perhaps the most-aggressive drilling contractor anywhere in the world today.
Currently, all the company’s rigs are out on contracts and earning revenues. But the company’s real value isn't the rigs it already has working: It’s the newbuild rigs it owns that are scheduled for delivery during the next few years.
The company has a total of two drillships and seven deepwater semis on order--with large, well-known shipyards with a reputation for delivering construction projects on schedule.
The first new rig is scheduled for completion in the fourth quarter of 2007. That rig is signed up on a contract with Total at a day-rate of $480,000 starting in the first quarter of 2008.
Contracts have been secured on a new drillship and semi – beginning in mid-2008 at day-rates of $520,000 and $460,000, respectively.
There’s even more potential value in the other uncontracted rigs. There are very few deepwater rigs that haven’t yet been contracted between 2008 and 2010. The company owns five deepwater rigs that are scheduled for delivery in 2008 without contracts. That’s more rig availability than any other company on Earth.
The point is that this driller has some spare capacity in a market that has none. If you're a producer looking for a rig, this may be your only option. This astute company has zeroed in on the real sweet spot of this supply squeeze.
I also must admire their aggression in what's clearly a very strong contract drilling market. The company says it's interested in making more acquisitions, possibly of a large, US-based driller. The company believes it could target an acquisition of as high as $16 billion by taking on more leverage.
Because of the strong, locked-in revenues coming from contracts, servicing that debt shouldn’t be a problem. The stock has actually reacted positively to talk of its role as an acquirer; most believe industry consolidation is desirable longer term in the drilling business.
I’m looking for 50% gains for the stock over the next 12 months.
Bargain Driller # 3: The growth market for this company remains the Eastern Hemisphere markets such as Africa, the Middle East and Asia. The company’s Eastern Hemisphere business posted year-over-year revenue growth of 40 percent, and management reiterated expectations that the level of growth would continue through the end of 2007.
And, they’ve consistently posted higher growth than their peer group in these key markets.
One service function the company has really pushed internationally is directional drilling. As the term suggests, these are services related to the drilling of non-vertical wells.
Years ago, most Eastern Hemisphere markets could produce prolific oil and gas reserves using simple, cheap, vertical wells, but that’s no longer the case. Directional drilling is now becoming the standard. And this company’s expertise hands them contract after contract.
And there’s more. When asked what the most salient technology for the company this year, their CEO replied solid expandables.
Drilling deep wells can be a challenge because the operator must maneuver through different geological layers. This driller’s solid expandables technology offers a solution to this problem.
It’s a type of metal casing that can be placed in the well and expanded to fit the shape of the well itself. The entire well can be drilled with very little loss of diameter. This is another high-tech service function that’s in high demand right now, and this company has a very real competitive advantage.
Oil reserves are getting more and more difficult, expensive and complex to produce, requiring far-more-advanced technology. This company’s expertise fits well with this theme. They’re in a privileged position to profit from servicing mature and production-challenged wells worldwide.
In my Wildcatter’s Portfolio, this stock is up 12% in the last four months (40% annualized).
If you join my service, The Energy Strategist, I’ll send you a Special Report that highlights opportunities in drilling and four other under-the-radar energy plays.
Bargain Driller # Four: When it comes to deepwater activity, my canary in the coalmine is this firm that has owned and operated five generations of rigs since the ’70s, with a sixth generation under construction. Companies like ExxonMobil and Chevron pay a handsome day-rate for leasing its rigs.
Day-rates for advanced offshore rigs can be close to or more than $600,000 per day in the current market. To make a long story short, the company owns 42 semis and 13 drillships; more than its closest competitor. Moreover, their rigs are by far the most advanced.
Even better, the company's newbuilds — newly-built rigs that are mainly still under construction--are also contracted. As soon as the newbuilds leave the shipyard, they're headed out to start working on signed, guaranteed contracts. Moreover, when this company decides to build a new rig, it first secures a contract on that rig. This policy also reduces risk.
The other point to consider is the fact is that this company is continually setting new record day-rates for deepwater rig contracts, double or more what they were just a few years ago. Even their newbuilds are getting contracts at sky-high day-rates despite the fact they're not scheduled for delivery for another year or two.
This company has more than $21 billion in backlogged day-rate revenues over the next eight years. These are all firm, signed contracts that are unbreakable. That figure includes more than $5 billion in signed, contract revenues for both 2007 and 2008.
The company tells us that most of its high-spec rigs are booked solid through 2008 with only very limited capacity in 2009. Management is not "overly anxious to contract" these rigs.
They’re simply making the bet they can sign up the last few rigs at even higher day-rates by waiting for producers to become really desperate for rigs. So far, this bet has most certainly paid off.
For instance, the company contracted a third generation rig in the North Sea earning a day rate near $400,000, up from less than $150,000 per day on the current contract. And finally, they rolled another North Sea third generation rig contract over at $350,000 per day, roughly 75 percent higher than the same rig is currently earning.
Bottom line: The company just inked a deal to expand it fleet of rigs dramatically while handing shareholders a gigantic special dividend. As the company rolls over legacy contracts to newly-agreed contracts at sky-high rates, earnings will rise. This company's growth is locked in for years to come.
Of course, the energy sector provides bargain growth opportunities way beyond services. And I offer you access to all of them with the solid, proven investment strategies you’ll find only in The Energy Strategist.
What’s The Energy Strategist Like?
The Energy Stategist is much more than an advisory. Each portfolio we own is an investment plan tailored to an investor’s specific goals. Even our conservative investor portfolio is up 33.84%.
So, if you’re a boomer building a retirement nest egg, if you’re a bargain-hunter looking for sweet deals, or if you’re an adventurous investor looking to join the ranks of the super-wealthy, The Energy Strategist has some serious plays for you. (And even in the more aggressive stocks, we’ve done our homework to help ensure a healthy profit for you.)
The Energy Strategist gives you three distinct portfolios:
(Over the trailing 12 month period, these portfolios are up 33.84%, 56.79% and 82.18% respectively.)
1. Proven Reserves gives you income investments with the least volatility. You get strong dividends with minimum risk, designed for high income with capital stability.
2. Wildcatters is crafted to give you long-term growth with maximum returns. These are the stocks I see taking advantage of the most powerful trends in the energy markets over the next 12-18 months. This portfolio offers you higher total returns, but it’s more volatile than Proven Reserves.
3. Gushers provide highly aggressive growth investments for the more adventurous. Going after the really big returns – the 100, 200, or 300 percent gains or more – requires more risk and buying into smaller and/or more volatile stocks. In the Gushers portfolio I take such calculated risks. But, I also monitor the portfolio like a hawk, updating the picks and shooting you flash alerts as needed.
If you’re a conservative or income-oriented investor, I suggest you place your emphasis in Proven Reserves, followed by a bit in Wildcatters. If you favor investments with a growth bent, you can place your focus on Wildcatters or Gushers for maximum return.
So, don’t you want what The Energy Strategist gives you?
• Three proven portfolios tailored to your specific investment goals
• My direct phone line and email address so you can contact me if you have a question
• Twice-monthly issues, posted on our website the moment I release them. These issues do it all for you – crunch the numbers, analyze the trends, isolate the winners (and losers, if any), scout new ground-floor investments with growth and income potential
• Instant emails with new recommendations whenever I see a hot opportunity for investment
• Flash alerts whenever there’s a major event that could affect your holdings. I sent an alert this Monday recommending a buy on some well-priced energy partnerships. The readers who bought on my recommendation saw 10% gains in under 24 hours!
• Buy, hold and sell recommendations to make sure you get the best return from each portfolio
• Risk management techniques – for those investing aggressively, I explain how and when to use options and other techniques to reduce risk and protect gains
• Subscribers-only website -- the current issue, portfolios, archive of past issues and periodic special reports -- at your fingertips, anytime, anywhere
• Money-back guarantee
Plus, Special reports --
With a one-year subscription, you’ll also receive three free special reports to get you started:
• Elliott Gue’s Blacklist (what to avoid if you just can’t stand losing money)
• Power Stocks: A Head Start to Energy Profits
• Top Profit Play in 5 Under-the-Radar Energy Sectors.
With my two-year service, you get two added, insider reports:
• Planes and Trains: The “Secret” Profit centers of the Energy Bull Market
• The Future of Energy.
Is It Right For You? Try it Risk-Free
Is The Energy Strategist for you? Only you can decide. So I invite you to try it absolutely risk-free.
You can take up to 90 days to read the issues and alerts, visit the website, look at the archives, profit from the recommendations, paper trade—whatever you need to feel comfortable. At the end of that time, if you don’t think The Energy Strategist is right for you, just ask for your money back, every penny. It’s that easy.
I make an offer this bold because I’m 100% confident that you’ll learn and profit from The Energy Strategist.
Three ways to put The Energy Strategist to work for you, with a money-back guarantee:
Option # 1: Select a risk-free one-year subscription and receive 24 issues, buy and sell recommendations, update alerts, all past issues, the web site, my email address and the three special reports …all for just $399.
CLICK HERE to start your one-year subscription with a money-back guarantee to The Energy Strategist.
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CLICK HERE to start your two-year subscription with a money-back guarantee.
Option # 3: Still not sure? Then try my “easy-pay” offer. Select my risk-free quarterly subscription option at the special introductory price of only $99.
CLICK HERE to start your Quarterly Subscription to The Energy Strategist today.
If you subscribe to my service right now, I’ll rush your FREE BONUS REPORTS. You get all the details on up-and-coming investments while they’re still under-the-radar… while they’re still a steal with great returns!
Sincerely,
Elliott H. Gue
Editor, The Energy Strategist
P.S. Remember…you don’t risk a cent by giving The Energy Strategist a try. Try it for 90 days. If you’re not satisfied, I’ll send you a cheerful 100% refund…absolutely no questions asked.
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Global ViewPoints is a weekly e-zine written by Ivan D. Martchev and published by KCI Communications, Inc. Mr. Martchev also edits Vital Resource Investor, a subscription-based service that seeks opportunities for equity investors in the global natural resource markets. He also posts market commentary on the blog At These Levels and is one of the three authors of The Silk Road To Riches: How You Can Profit By Investing In Asia’s Newfound Prosperity.
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GENERAL MARITIME (NYSE: GMR, GenMar) is a tanker company that focuses on owning midsized crude oil tanker ships; these ships are known as Suezmax and Aframax carriers. Such tankers typically carry crude in and around the Atlantic basin.
During the record-strong tanker market of 2004 and 2005, GenMar focused its attention on the spot market where returns were highest. The company was able to secure sky-high day-rates even for its oldest ships.
But in the more-normal tanker market of late 2005 and throughout 2006, GenMar began rationalizing its fleet; the company sold off its older, less profitable ships and put some of its vessels on longer-term time-charters, which offer more-stable returns. With the fleet now roughly 50 percent time charter committed and 50 percent spot traded, GenMar is far less exposed to the volatile ups and downs of the spot market than it was just a year ago.
Management recently revised its dividend policy to smooth out the natural seasonal ups and downs of the tanker market. The company will now target a quarterly payout of 50 cents per share, or $2 per year.
However, management isn’t tying itself to a $2 annual dividend. GenMar sees this as a minimal sustainable dividend based on the cash flows from its time charter contracts; the payout looks conservative.
And management has left the door wide open to future special dividends, hikes in the 50-cent-per-quarter rate, further stock buybacks and a host of other potential means of returning cash to shareholders.
Alongside the two mentioned above is KNIGHTSBRIDGE TANKERS (NSDQ: VLCCF), which operates a fleet of five VLCC tankers. One of those tankers trades on the spot market, with the remainder chartered on longer-term contracts.
In addition to its existing base of ships, the company has two smaller ships scheduled for delivery in 2009. One of these ships has already been chartered under a five-year, fixed-rate deal commencing as soon as it’s delivered.
With cash flows more stable, dividends should be better as well with its yield at roughly 10 percent.
For stable dividend flows, there’s also a publicly traded partnership (PTP) in this business called US SHIPPING PARTNERS LP (NYSE: USS). The company owns a fleet of tanker vessels, tug barges and special refined product carriers. US Shipping doesn’t transport products over long distances; rather, the company operates in and around the coastal waters of the US.
Because it operates near the US coast, it’s protected by the Jones Act. The Jones Act effectively bars foreign competitors from entering the coastal tanker trade, eliminating a host of potential competitors in this market. The PTP operates ships under a mixture of spot and time charter contracts and while down a bit over the past several weeks it’s a good cash generator yielding around 10 percent. For more information, visit The Partnership Web site (http://www.thepartnershipletter.com).
Fakt som z toho na vetvi Myslel som, ze zrovna pred zimou by mohlo toto odvetvie rast - topna sezona a tak...alebo sa mylim? BGuru napísal:Zrejme dobry cas na otocku dolara ...
Neprekvapilo by ma ...
samozrejme smerom hore 
Pozeram, ze si sa tiez rozhodol diverzifikovat portfolio aj trosku regionalneHonzajs napísal: Zajímavé příležitosti podkytují i podobně zaměřené norské či nizozemské společnosti.
