Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
ฝัง
- เผยแพร่เมื่อ 15 พ.ค. 2024
- Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the offshore drilling space, $TDW update, activism, $VAL, $RIG, $NE, Petrobas risk, macro risks, reflecting on recent positions with lessons learned and what Judd is focused on for 2024.
For more information for Lake Cornelia Research Management and Judd Arnold, you can can Follow on Twitter/X @CorneliaLake: / cornelialake
Chapters:
[0:00] Introduction + Episode sponsor: Fundamental Edge
[2:24] Offshore drilling space and $TDW update
[13:12] Offshore drilling space - market correction? and $VAL $RIG
[22:56] Why $VAL might not exercise options and Judd's newsletter explaining why $VAL should ($VAL ultimately did) + discussion on activism
[35:38] What's it going to take for $VAL to start working
[40:25] New build
[43:48] Petrobas risk?
[45:19] Macro risks: OPEC, Oil prices, geopolitics, US Election
[51:52] Gulf of Mexico
[55:48] What Judd is focused on; activism; reflecting on recent positions and lessons learned
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Thanks for the great guests and content as always!
Thanks. It's really better to refrain from interrupting your guest. Let him finish his answers. Who knows what more he would have said had he not been interrupted so often?
The interruptions came at least two times at critical moments too before he finished making a point and the conversation never returned to those points. So annoying.
Exactly my point! @@russmonk
Why does the host talk like I’m on 1.5x speed. And constantly interrupting… 😂
Loved the candour 💪🇨🇦
Farm and Zenb? Curious what those are, Farmer Bros? Thanks
Why are you guys on "Speedtalk"?
TDW $25 free cash flow per share sounds good
and $200 share price +/-25-50
stop touching your beard for 1 hour
Went to check Judd’s recent comments on Twitter & he is the first person to block my relatively new account.
Apparently he brooks no dissent including relatively friendly, thoughtful comments based on my own deep dive.
Disappointing. Thought better of him.
my idea was btc but Judd twitter blocked me