Professional
Added to YB: 2025-07-25
Pitch date: 2025-07-15
BORR [neutral]
Borr Drilling Limited
+104.15%
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 United States, the Middle East, South East Asia, Europe, Latin America, and West Africa.
Market Cap
$1.2B
Pitch Price
$1.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.80
P/E
14.46
EV/Sales
2.92
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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