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Stock impact report

Valaris Limited: Years Of Underperformance Might Finally Be Over [Seeking Alpha]

Valaris Limited Common Shares (VAL) 
Last valaris limited common shares earnings: 4/29 09:50 pm Check Earnings Report
US:NYSE Investor Relations: investors.sherwin-williams.com
Company Research Source: Seeking Alpha
VAL's partnership with Aramco through ARO Drilling offers significant EBITDA growth potential as the venture expands its rig fleet over the next decade. Key tailwinds include structural undersupply of offshore rigs, high reactivation costs, and a shift from shale to offshore drilling, supporting higher day rates. VAL appears substantially undervalued, with models suggesting up to 100% upside if the market cycle peaks in 2028 and ARO Drilling continues fleet expansion. Abstract Aerial Art/DigitalVision via Getty Images Investment Thesis I'm typically not the investor that spends a great deal of time in the energy sector but when I come across a company like Valaris Limited ( VAL ) I get excited. Management This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of VAL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for Show less Read more
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