+10.5%return · 30D
$1,000 follows their calls into $1,105
VT $981
Sep 22Oct 20
- Win rate
- 57%
- Streak
- 5closes
- Best call
- Long RIG11 places since the call
Track record building
- Peak #10
- 9 ranked closes
- Longest streak 5
Tommy Lee@TommyDeepwaterRIG reaffirmed this week it expects to close the VAL merger in 4Q. Positive for drillships: RIG is more price disciplined, especially on sidelined supply. Also $200mm/yr in cost synergies, and the share-based structure accelerates RIG deleveraging and likely shareholder returns
