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SBM Offshore - on topic - april 2016

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Raar einde van de dag. Zat redelijk in de lift en laatste uur alle winst ingeleverd.
Dutchtenor
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Goede vooruitzichten voor SBM in Brazilie;
thecorner.eu/companies/brazil-petrobr...

EXANE BNP Paribas | Petrobras – a lot of resource, limited money – and why it matters to European equities A weakening demand environment, US shale’s c ontinued resilience and conventional supply benefiting from cost reductions have changed the picture for Petrobras and Brazil. Nevertheless, the pre-salt ranks among the lowest cost assets in the world. The issue is capital availability. There are possible solutions. It has been argued that the pre-salt can’t be conquered by Petrobras alone and that opening it up would bring in much needed investment. We agree. Should this play out, we believe that majors (including Total) could gain access to these assets at the perfect time.
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Er is genoeg reden om het hele suk te lezen o.a. om:

Relaxing local content rules should relieve the pressure on local yards and engineering capacity, allowing the domestic industry to gain experience with time

Ik ga beginnen met een cursus portugees ;-))

Bedankt voor het plaatsen

Kc
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