The Motley Fool Discussion Boards

Previous Page

Industry Discussions / Shipping News

URL:  http://boards.fool.com/well-though-i-dont-actively-follow-them-30558244.aspx

Subject:  Re: Stirring the tanker waters Date:  2/23/2013  3:04 PM
Author:  Hohum777 Number:  2833 of 3127

Well, though I don't actively follow them directly, my impressions based on interactions with
other JF-backed entities (#1 & #3 with SDRL, #2 with SFL) is
#1: Has been hurting SDRL's results.
#2: Fairly steady work, just average returns on the assets
#3: Recent infusion of capital, SDRL participated. SDRL counts this as an investment, but
if these guys hint at growth, SDRL could probably acquire them. But again, there has to
be hint of growth.
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us