Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
High 84.61 at 9:30 am ET, low 83.51 at 4:45 am ET.
Valaris Limited offers offshore contract drilling services to oil and gas industry in Bermuda and internationally. The company owns an offshore drilling rig fleet of 56 rigs, which include 11 drillships, 4 dynamically positioned semisubmersible rigs, 1 moored semisubmersible rig, and 40 jackup rigs. It serves international, government-owned, and independent oil and gas companies in the Gulf of Mexico, the North Sea, the Middle East, West Africa, Australia, and Southeast Asia. The company was incorporated in 2009 and is based in Hamilton, Bermuda.
the bull case· 2
5
disclosed supplier and customer ties in SEC filings
sec filingsedgar4
of the funds on file reporting a position in VAL
n-portas of Jun 30 '26the bear case· 3
7 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized8 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '2631
managers whose positions together make up four fifths of the reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 4 '26 report. Not a forecast, not advice.
Of the 6 companies Valaris Ltd moves with most closely, 5 also share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 1381, Drilling Oil & Gas Wells, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›333 managers report a position worth $4.7B between them, and 31 of them hold 80% of it.
tall tick = annual report · 1 on record
Valaris Ltd
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Drilling Oil & Gas Wells
VAL (Valaris Ltd) has 0 disclosed suppliers and 5 disclosed customers, strongest disclosure first.
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.