SDRL.OL under 100
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Så Helge. Hvad gør du nu?.
Jeg har heldigvis købt mine i US, så jeg bruger 10 dollars som holdepunkt og satser på 20-60 dollars.
Goldman siger at rig counts means diddly. Jeg er ikke enig med dem, de små lokale pumper betyder ikke så meget men det er en del af det samlede billeder hvor de i større selskaber skærer 20-40% af deres cap. investments og hvor de fyrer tusinder.
Halliburton smider 8000 ansatte læste jeg i går. Det støtter ikke deres olieproduktion, men Goldman mener sikkert også det betyder diddly.
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