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10	member 10/20/22 7:49PM Re: Re: Re: Re: Getting Paid (in full) 8
It's a good question. In the case of SLB, I suspect part of if has been she surge of shale displacing offshore investment, which used to be one of SLB's most profitable businesses. A lot... login to read the rest 1 view available tags
6	member 10/19/22 9:05PM Re: Re: Getting Paid (in full) 5
Disagree. One thing to be said in SLB's favor is it's not as capital intensive as most other oilfield service providers. But most critically, E&Ps have a finite amount of reserves they need to replace through... login to read the rest 1 view available tags
3	member 10/19/22 8:53AM Re: two additional charts for the long case 2
Pluto - I got stopped out on this name for the same reason. The luck component is simply too high. I also doubt the market will put a multiple on a business linked to a... login to read the rest view available tags
2	member 10/19/22 7:32AM two additional charts for the long case
During that >20-year-long massive wealth creation at Schlumberger, oil prices are up 4x. I wanted to look at it a while back, but couldn't force myself after a glance at their horrible long-term performance. Not my field of expertise 2 view available tags
1	member 10/18/22 7:36PM Forecasting oil prices
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