<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/11/pexels-jan-rune-smenes-reite-221584-3192669-scaled.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/11/pexels-jan-rune-smenes-reite-221584-3192669-scaled.jpg"/></p>
<p>Borr Drilling Ltd（纽约证券交易所代码：BORR）在 2025 年有望实现卓越回报，伦敦 Granular Capital 的首席投资官 Thiago Mordehachvili 表示。</p>
<p>他建议投资于这家海上钻井船公司，因为全球超过 30% 的自升式钻井平台即将退役。</p>
<p>截至目前，Borr 拥有 24 艘现代自升式钻井平台。</p>
<p>Borr 的股票今年对其股东来说是一个巨大的失望，但对冲基金仍然看到其在 2025 年有可能翻倍的潜力。</p>
<h2>为什么 Granular Capital 看好 Borr 股票？</h2>
<p>Borr 的业务主要来自于租用其船只进行浅水钻探作业的石油和天然气巨头。</p>
<p>Granular Capital 看好该公司的股价，还因为过去十年 ESG（环境、社会和公司治理）问题影响了新自升式钻井平台的建设。</p>
<p>“供应几乎消失。过去十年没有新的订单。由于 ESG 问题，银行已经退出了钻探业务，” Mordehachvili 上周在 Sohn 会议上表示。</p>
<p>此外，目前的经济环境也不鼓励建设新的自升式钻井平台，这使得现有的船队更具价值，他补充道。</p>
<h2>Borr 股票在现金流方面的前景良好</h2>
<p>Thiago Mordehachvili 看好 Borr 股票，因为即使新平台的建造成本约为 3 亿美元，租用其海上钻井船的成本也将显著增加。</p>
<p>更高的租金成本可能会显著提升这家石油和天然气供应链公司的现金流。</p>
<p>上周，沙特阿美暂停了与 Borr Drilling 的合同，至少为期一年。</p>
<p>尽管如此，Mordehachvili 仍然保持乐观，因为该公司在未来两年内的收入增长具有合理的可见性，已获得 Valeura、Fieldwood Energy 甚至埃克森美孚等公司的合同延期。</p>
<p>请注意，Borr 股票计划在 2024 年底之前从奥斯陆证券交易所退市。</p>
<h2>绿色能源转型对 Borr 不是威胁</h2>
<p>Borr Drilling Ltd 在 11 月 7 日的财报电话会议上对未来的展望显得有些低调。</p>
<p>尽管如此，Granular Capital 仍然持建设性态度，因为它不认为向更清洁能源资源的转变在短期或中期内对 Borr 股票构成威胁。</p>
<p>“我们喜欢浅水区，因为这些基本上是棕色田地，且比其他地方的碳氢化合物更清洁，开采成本也更低。它们将是最后被开采的石油。因此，我们谈论的是成本曲线的底部，” Thiago Mordehachvili 表示。</p>
<p>这家对冲基金并不是唯一看好 Borr 股票的机构。</p>
<p>Arctic Securities 的分析师 Sebastian Grindheim 也看好其上涨至 7.50 美元的潜力，表明从当前水平来看有约 100% 的收益空间。</p>
<p>这篇文章的标题是《这只石油和天然气股票可能在 2025 年让你的投资翻四倍》，首次发布在 Invezz 上。</p>

BORR

<p>Borr Drilling Ltd（纽约证券交易所代码：BORR）预计到 2025 年将实现卓越的回报，Granular Capital 的 Thiago Mordehachvili 指出，全球超过 30% 的自升式钻井平台退役以及由于环境、社会和治理（ESG）问题导致的新订单缺乏是关键因素。尽管今年的表现令人失望，Borr 的租赁成本预计将上升，从而增强现金流。包括来自 Arctic Securities 的分析师在内的专家们预见到显著的上涨潜力，预测该股票到 2025 年将四倍增长。Borr 专注于浅水钻探，使其在不断变化的能源格局中处于有利位置</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/11/pexels-jan-rune-smenes-reite-221584-3192669-scaled.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/11/pexels-jan-rune-smenes-reite-221584-3192669-scaled.jpg"/></p>
<p>Borr Drilling Ltd (NYSE: BORR) is positioned for exceptional returns in 2025, as per Thiago Mordehachvili – the chief investment officer of London-based Granular Capital.</p>
<div class="lb-trans"><p>Borr Drilling Ltd（纽约证券交易所代码：BORR）在 2025 年有望实现卓越回报，伦敦 Granular Capital 的首席投资官 Thiago Mordehachvili 表示。</p>
</div><p>He recommends investing in the offshore drilling vessels company as more than 30% of the global jack-up fleet is close to retirement.</p>
<div class="lb-trans"><p>他建议投资于这家海上钻井船公司，因为全球超过 30% 的自升式钻井平台即将退役。</p>
</div><p>Borr has a fleet of 24 modern jack-up rigs at writing.</p>
<div class="lb-trans"><p>截至目前，Borr 拥有 24 艘现代自升式钻井平台。</p>
</div><p>Borr stock has been a big disappointment for its shareholders this year but the hedge fund continues to see potential in it to as much as quadruple in 2025.</p>
<div class="lb-trans"><p>Borr 的股票今年对其股东来说是一个巨大的失望，但对冲基金仍然看到其在 2025 年有可能翻倍的潜力。</p>
</div><h2>Why is Granular Capital bullish on Borr stock?</h2>
<div class="lb-trans"><h2>为什么 Granular Capital 看好 Borr 股票？</h2>
</div><p>Borr drives its business primarily from oil and gas giants that rent its vessels to undertake drilling operations in shallow waters.</p>
<div class="lb-trans"><p>Borr 的业务主要来自于租用其船只进行浅水钻探作业的石油和天然气巨头。</p>
</div><p>Granular Capital is bullish on the company’s share price also because ESG concerns have weighed on construction of new jack-up rigs over the past decade.</p>
<div class="lb-trans"><p>Granular Capital 看好该公司的股价，还因为过去十年 ESG（环境、社会和公司治理）问题影响了新自升式钻井平台的建设。</p>
</div><p>“The supply is all but gone. There have been no new orders over the past decade. The banks are out of the drilling business due to ESG concerns,” Mordehachvili said last week at the Sohn Conference.</p>
<div class="lb-trans"><p>“供应几乎消失。过去十年没有新的订单。由于 ESG 问题，银行已经退出了钻探业务，” Mordehachvili 上周在 Sohn 会议上表示。</p>
</div><p>Plus, the current economic environment discourages building new jack-up rigs that makes the existing fleet more valuable, he added.</p>
<div class="lb-trans"><p>此外，目前的经济环境也不鼓励建设新的自升式钻井平台，这使得现有的船队更具价值，他补充道。</p>
</div><h2>Borr shares are well positioned for better cash flow</h2>
<div class="lb-trans"><h2>Borr 股票在现金流方面的前景良好</h2>
</div><p>Thiago Mordehachvili likes Borr shares as the cost of renting its offshore drilling vessels is set to increase meaningfully even if new rigs are built at about $300 million apiece.</p>
<div class="lb-trans"><p>Thiago Mordehachvili 看好 Borr 股票，因为即使新平台的建造成本约为 3 亿美元，租用其海上钻井船的成本也将显著增加。</p>
</div><p>Higher rental costs could mean a significant boost to the cash flow for this oil and gas supply chain firm.</p>
<div class="lb-trans"><p>更高的租金成本可能会显著提升这家石油和天然气供应链公司的现金流。</p>
</div><p>Last week, Saudi Aramco suspended its contract with Borr Drilling for at least a year.</p>
<div class="lb-trans"><p>上周，沙特阿美暂停了与 Borr Drilling 的合同，至少为期一年。</p>
</div><p>Still, Mordehachvili remains positive as the company has reasonable visibility in terms of revenue growth over the next two years after securing contract extensions from the likes of Valeura, Fieldwood Energy, and even Exxon Mobil.</p>
<div class="lb-trans"><p>尽管如此，Mordehachvili 仍然保持乐观，因为该公司在未来两年内的收入增长具有合理的可见性，已获得 Valeura、Fieldwood Energy 甚至埃克森美孚等公司的合同延期。</p>
</div><p>Note that Borr stock is scheduled to delist from the Oslo Stock Exchange by the end of 2024.</p>
<div class="lb-trans"><p>请注意，Borr 股票计划在 2024 年底之前从奥斯陆证券交易所退市。</p>
</div><h2>Green energy transition is not a threat for Borr</h2>
<div class="lb-trans"><h2>绿色能源转型对 Borr 不是威胁</h2>
</div><p>Borr Drilling Ltd was a bit more subdued as it shared its outlook for the future on the earnings call on November 7th.</p>
<div class="lb-trans"><p>Borr Drilling Ltd 在 11 月 7 日的财报电话会议上对未来的展望显得有些低调。</p>
</div><p>Still, Granular Capital remains constructive as it doesn’t see the shift to cleaner energy resources as a threat for Borr shares in the near or medium term.</p>
<div class="lb-trans"><p>尽管如此，Granular Capital 仍然持建设性态度，因为它不认为向更清洁能源资源的转变在短期或中期内对 Borr 股票构成威胁。</p>
</div><p>“We like shallow water because those are basically brown fields, and much cleaner hydrocarbons than elsewhere, also cheaper to extract. They’ll be the last oil to be drilled. So, we’re talking the bottom of the cost curve,” according to Thiago Mordehachvili.</p>
<div class="lb-trans"><p>“我们喜欢浅水区，因为这些基本上是棕色田地，且比其他地方的碳氢化合物更清洁，开采成本也更低。它们将是最后被开采的石油。因此，我们谈论的是成本曲线的底部，” Thiago Mordehachvili 表示。</p>
</div><p>The hedge fund is not the only one that’s bullish on Borr stock.</p>
<div class="lb-trans"><p>这家对冲基金并不是唯一看好 Borr 股票的机构。</p>
</div><p>Arctic Securities analyst Sebastian Grindheim also sees upside in it to $7.50, indicating potential for about a 100% gain from current levels.</p>
<div class="lb-trans"><p>Arctic Securities 的分析师 Sebastian Grindheim 也看好其上涨至 7.50 美元的潜力，表明从当前水平来看有约 100% 的收益空间。</p>
</div><p>The post This oil and gas stock could 4x your money in 2025 appeared first on Invezz</p>
<div class="lb-trans"><p>这篇文章的标题是《这只石油和天然气股票可能在 2025 年让你的投资翻四倍》，首次发布在 Invezz 上。</p>
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这只石油和天然气股票可能在 2025 年让你的资金翻四倍