Published: January 06, 2015
SumZero's <em>Best of 2014</em>, an annual report highlighting selected ideas submitted to the SumZero platform over the 2014 calendar year, is now available via the link below. This report features 17 exceptional pieces of research chosen from a pool of nearly 1,500 reports uploaded to the SumZe...
Published: April 16, 2014
We feel that the threat of falling day-rates is way overplayed. Since 2011 number of marketed rigs, globally, increased by around 15% without significant negative impact on either utilization rates or average contract prices. In the next few years, a large number of new offshore rigs are expected...
Published: January 31, 2014
Transocean is a deep value stock with catalysts on the horizon. The stock pushes a 6% Dividend Yield and improving Balance Sheet. Limited risk with 50% plus upside. Over the past several weeks we have seen multiple downgrades amongst the Sell-Side into earnings on Transocean. No surprise there ar...
Published: August 14, 2012
Now that it is almost certain that ATPG will file for reorganization, the recovery value of the 2nd Lien Notes offers a potential 64% upside over the current market price of 35. The Company has an attractive portfolio of offshore oil and gas assets that was beset by liquidity issues and an unheal...
Published: September 11, 2012
<strong>Featured Stock</strong> <strong>Transocean (NYSE: RIG) -- $50.50</strong>
<em>(The following information comes directly from SumZero’s community of buyside analysts.)</em>
SumZero Analysts Following Transocean: 37
SumZero Investment Reports on Transocean: 5
<strong>SumZero Commu...