PATTERSON-UTI WKN: 905153 ISIN: US7034811015 Kürzel: PTEN Forum: Aktien Thema: Hauptdiskussion
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EUR
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17:48:30 Uhr,
Lang & Schwarz
Kommentare 12
A
AndyBerlin31,
06.01.2025 22:41 Uhr
0
Post wurde gelöscht.
Da hat du ja schon Guten Gewinn
A
AndyBerlin31,
02.01.2025 10:17 Uhr
0
Hmmmm.... das kursziel, in welchem Jahr soll das sein? Hat er nicht gesagt.
Papillion29,
02.01.2025 8:21 Uhr
1
https://youtu.be/iwg-Em0n0-s?si=YBxOC3QnW4Me9EsT ab 03:20 min Patterson
A
Ponys_Waves,
11.12.2024 12:15 Uhr
0
--Technicals & Potential U.S. Gov’s “Drill baby drill” policy may push it to all-time highs. --Technical breakout of falling wedge pattern looks imminent.
--Half-billion acres to be drilled by order of President-elect Trump.
--AI to consume 10-20% of U.S. power by 2030 = more energy demand from U.S. assets.
--50% free cash flow returned to shareholders via
-$780M share buyback authorized + 48¢ dividend.
-$322M free cash flow YTD, steady revenues.
-Electrification trends & post-merger integration = future growth.
--It has traded at this valuation as far back as 2004 when it was a shell bringing in a small fraction of today's revenue vs today.
Legacy Decline & Transition:
$885M goodwill write-down + asset retirement reflects the pivot.
-100% institutional ownership (35% ETFs).
-$700M capex ceiling.
-Steady rig count w/ strong $16,140/day margins.
-Exploring higher-margin intl. markets
-Potential short squeeze catalyst.
-Tech advancements (electric fleets) & mergers (NexTier, Ulterra).
-7.7% short interest.
--PUT/CALL Ratio 10.7 ratio = 450% increase.
LEAPs cheap into 2027.
Drilling Capabilities:
Advanced APEX® rigs, directional drilling tech, wellbore navigation systems, and electronics for precision.
Completion Services through NexTier:
--Hydraulic fracturing, wireline ops, natural gas fueling, oilfield logistics, and cementing.
--Drilling Products via Ulterra:
Torque control bits, high-efficiency bits, vibration dampening, and more. This creates drilling efficiency.
Gov Policy Support:
-Trump supports U.S. energy dominance.
-Interior nominee Burgum to boost relations.
-Repeal of ND oil tax = more upside.
-Focus on electric fleets and sustainability despite gas challenges.
Ponys_Waves,
28.11.2024 20:36 Uhr
0
Ist auf der Watchlist :)
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