Archive for October 5th, 2007


05
Oct

Wrap – Week Ended 10/05/07

In The Wrap So Far 1) Wrap table 2) A look at declining gas drilling with a comparison to natural gas 3) Dry Bulk Shippers 4) Refiners     U.S. Natural Gas Rigs Fall Below Year Ago Levels. According to Baker Hughes the n umber of rigs drilling for gas in the U.S. fell to […]


05
Oct

October 1st Week Wrap – Public Post

We've been spending quite a bit of time delving through some areas normally ancillary to the site in the last two weeks including dry bulk shippers, tankers and rails. We've also been taking a hard look at the refiners, harder than the street is I'll bet given the black and white, hot and cold nature […]


05
Oct

TGIF – Jobs In Line, Nabors Warns, and Shipping Looking Up

Land rig operator Nabor's (NBR) warned over 3Q profits this morning due to weaker than expected rig activity. Shouldn't be much of a surprise but should also set a weak tone in service, including the list of onshore drillers from yesterday's post and names like (BHI) and even and shallow water operators like (ESV). Nabor's […]

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