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jbog

01/28/15 4:58 PM

#9602 RE: DewDiligence #9600

The results look decent but the future projection looks nasty. CLB seems like a good company but it has to bottom out first. Maybe someplace in the 70's, about half of what it was 3 - 4 months ago

OakesCS

01/28/15 6:42 PM

#9604 RE: DewDiligence #9600

I'd look for info regarding relative shares of N Sea, NAM, and deep water anywhere vs Middle East. Judging by what I see in the job market, the former are losing humans while recruiters are looking for humans to go to the latter.