Valaris (NYSE: $VAL.US (Valaris Limited) is one of the world’s largest offshore drilling contractors, operating a fleet of 49 high‑specification rigs—including 13 seventh‑generation drillships, two semisubmersibles, and 34 modern jackups—as of mid‑2025.
After emerging from Chapter 11 in April 2021, the company wiped out over US$7 billion of debt and now boasts a clean balance sheet; at current dayrates (US$400–500 K/day), it is poised to generate enough free cash flow to cover its remaining obligations, though management prefers to deploy excess cash into share buybacks rather than debt repayment.
Demand for Valaris’s premium assets remains exceptionally strong: nearly all of its floaters and jackups are under long‑term contract, locking in over US$4.2 billion of backlog through 2025 and providing clear revenue visibility into 2026–2028. The roster of blue‑chip customers spans major international and national oil companies, underpinning high utilisation rates and dayrates that have risen sharply from breakeven levels to multi‑year highs.
Valaris’s investment appeal rests on three pillars:
1. Scale & Quality of Fleet: A top‑tier rig inventory that commands premium rates and tight utilisation.
2. Financial Reset & Capital Discipline: Post‑bankruptcy balance sheet strength and a commitment to shareholder returns via buybacks.
3. Cyclical Upside with Supply Discipline: Industry‑wide underinvestment and high newbuild costs (US$1 billion+/rig) suggest tight supply for years, supporting further dayrate expansion.
Together, these factors position Valaris to generate explosive free cash flow in the current offshore upcycle while materially reducing its share count. Under the Base Case free cash flow of US $750 million per year, this implies the company could retire roughly 64.6 % of its shares by the end of 2030, mechanically boosting per‑share value by well over 150 % even without any growth in underlying earnings.... Show More
Thank you. So how does it works? I just started to copy your trades. If you replace the stocks it will also replace mine automatically? And how is the best method to invest ? Do you think investing weekly or monthly or lump sum is better?
Many thanks, Daniel. ... Show More
Devon Toogood buon giorno sono nuovo come faccio a copiare mi da ancora non idoneo , quanto tocca investire x copiare ? i profitti si vedono settimana o mensili ?230 euro basta per coiare ?pensate tutto voi vero ?... Show More Translate
Good analysis. The company is going through some challenging times, but being the largest drilling contractor is probably worth much more than what the market is recognizing right now.... Show More
Is Val.us still a BUY at this Level? ... Show More
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Sat Jan 17 2026 14:12:15 GMT+0000 (Coordinated Universal Time)
