SDRL

⛽ Energy

Seadrill Limited

US· Oil & Gas Drilling
Kindred Ideas

1

Total Ratings

0

Kindred Research

1
2025-04-11
Analysis
Externalby Patient Capital Management · YellowBrick

Patient Capital Management Portfolio Holding: Seadrill Limited

SDRL (holding update): 4th largest deepwater drilling specialist with net cash post-Feb 2022 bankruptcy. 50% industry rig scrapping + consolidation created rational market. Positioned for rebound as onshore production limits hit, offshore demand rises. Specialized fleet + minimal debt = consolidation candidate or acquisition target.

Original · YellowBrick · joinyellowbrick.com
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