Seguimiento de Valaris (VAL)

A Valaris se le está quedando una cara de quiebra o de la oportunidad=opcionalidad más grande de las que he visto en mucho tiempo. Vamos que un off-shore con estos precios es lógico que esté así pero la pregunta es hasta cuando puede aguantar @fernan2 @theveritas @roadtofreedom

Pues no conozco la compañía... pero si dices que es un offshore ya me lo dices todo, jajaja!

Yo la verdad es que todo lo que necesite precios de petróleo altos para ser viable me huele muy mal; tienes los inventarios llenos, la geopolítica complicada, y la demanda muy afectada ahora por el confinamiento, y afectada después por una probable crisis económica y por un desplazamiento global al online que puede rebajar también la demanda. A muy corto plazo ni idea, pero yo no dormiría tranquilo con offshores en mi cartera (y mira que me va el picante!)

Los chinos usan la misma palabra para problemas y oportunidad 
En esencia es eso.
Estamos en el peor momento de años para esa compañía 
Demasiado riesgo cuando existen opciones más aseadas, yo quiero una cartera como la de buffett esto no cuadra 

Yo llevó días acumulando en los retrocesos y esperando el petardazo del siglo para después salir pitando

Me encantaria leer esa respuesta de algun entendido. 

A ver si tenemos suerte porque por mas que busco no encuentro nada sobre VALARIS

Dentro a 0,46$ veremos que da de si en los próximos meses

London, England, April 21, 2020 … Valaris plc (NYSE: VAL) (“Valaris” or the “Company”) announced today that on April 15, 2020 the Company was notified by the New York Stock Exchange (“NYSE”) of its noncompliance with continued listing standards because the average closing price of its Class A ordinary shares over a prior 30-day consecutive trading period had fallen below $1.00 per share, which is the minimum average closing price per share required to maintain listing on the NYSE.

As required by the NYSE, the Company has notified the NYSE of its intent to cure the deficiency and restore its compliance with the NYSE continued listing standards. In general, a listed company has a period of six months following the receipt of the notice to regain compliance. In order to regain compliance, on the last trading day in any calendar month during the cure period, the Company’s shares must have (i) a closing price of at least $1.00 per share and (ii) an average closing price of at least $1.00 per share over the 30 trading day period ending on the last trading day of such month. If the Company determines that, in order to cure the deficiency, it is necessary to take an action that requires shareholder approval, the price condition will be deemed cured if the price promptly exceeds $1.00 per share after taking such action, and the price remains above the level for at least the following 30 trading days. During this period, subject to Valaris’ compliance with other NYSE continued listing requirements, the shares will continue to be traded on the NYSE under the symbol “VAL” but will have an added designation of “.BC” to indicate the status of the shares as below compliance. If Valaris is unable to regain compliance, the NYSE will initiate procedures to suspend and delist shares.

The NYSE notification does not affect Valaris’ business operations or its Securities and Exchange Commission reporting requirements and does not result in a default under any of the Company’s material debt agreements

Pues tiene mala pinta la operación con Valaris, según Reuters buscan opciones para una restructuración
April 21 (Reuters) - Offshore oil driller Valaris PLC is preparing to start talks with creditors to see if they can agree on terms for a possible bankruptcy filing, as it grapples with a $6.5 billion debt burden and an unprecedented plunge in U.S. crude prices, people familiar with the matter said on Tuesday.

Reuters reported last month that the London-based company was working with debt restructuring advisers as it struggled to cope with a rig accident and falling energy prices.

Since then, U.S. crude futures have traded in negative territory for the first time in history amid a supply glut and a collapse in demand brought about by the coronavirus outbreak, putting further pressure on the company’s customers, which are mainly large oil companies.

Valaris, which employs about 5,800 people worldwide, in recent weeks hired corporate restructuring experts at turnaround firm Alvarez & Marsal, the sources said.

The sources requested anonymity because the deliberations are confidential. Valaris and Alvarez did not respond to requests for comment.

U.S. President Donald Trump on Tuesday directed federal officials to formulate plans for steering money to U.S. oil and gas companies, underscoring the turmoil’s severity on the industry.

Valaris, formed a year ago through the merger of Ensco and Rowan Companies, plans to attempt negotiations with creditors to gain support for a restructuring plan before a bankruptcy filing, the sources said.

Le harán un contrasplit para maquillar la acción, subirá a más de un euro cada accionista pasará a tener más acciones  pero las acciones tendrán menos valor sin verse afectado el inversor, maquillaran la acción. 

Más peligrosa es la noticia de Reuters de que habían contratado un despaño especializado en quiebras y reestructuraciones

Esta empresa no creo que quiebre

Si hacen un RS pasarás a tener menos acciones, no más...