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6/27/23 2:26PM
Re: Interesting
1
20% is the average of 2024 & 2025. Exit rate for 2025 is ~30%.
Day rates are not directly linked to oil prices but instead demand and supply. Most companies in the sector report contracts either... login to read the rest
Thanks for the idea; how do you get to the 20% fcf yield? Consensus is at 12% for 2024 if I'm looking correctly.
Are day rates correlated to oil prices? How do you track them in
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