I'm a bit suprised that he didn't mention the huge advantage of having an essentially debt-free balance sheet in the current turmoil. That, and the established ties to the major oil players, are two very big competitive advantages DDI has going forward. Charlatan has always been big on digging into the financials.
OII got a nice new analyst rating today and we track along side them lately.
Crude bounces and we begin to climb shortly after, that's my predition for today.