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RIG
USEnergy · Oil & Gas Drilling
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural: pure-play ultra-deepwater + harsh-environment driller; 26-rig active fleet (~13 7th-gen drillships, ~10 harsh-env semis) is the highest-spec public stack. Backlog ~$8B against ~$3.5B annual revenue run-rate gives multi-year visibility, but every dollar is contracted-not-collected.
Operates in the only offshore segment where supply destruction (cold-stacking + scrapping through 2016-2022) actually tightened the market.
It reads our $RIG data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.