Professional
Added to YB: 2025-07-25
Pitch date: 2025-07-15
BORR [neutral]
Borr Drilling Limited
+192.23%
current return
Author Info
No bio for this author
Company Info
Borr Drilling Limited operates as an offshore shallow-water drilling contractor to the oil and gas industry in the Americas, Southeast Asia, West Africa, the Middle East, North Africa, and Europe.
Market Cap
$2.0B
Pitch Price
$1.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.86
P/E
38.88
EV/Sales
3.73
Sector
Energy Equipment and Services
Category
value
Highwood Value Partners Portfolio Holding: Borr Drilling Limited
BORR (holding update): Shallow water drilling rig owner down 50% to $1.80 on weakening day rates. Management maintaining balance sheet flexibility. Trading at large discount to asset value and through-cycle cash flow potential. Substantial upside requires patience as market reversal timing uncertain.
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