Transocean Community

M&A is back in the rig space. Shelf Drilling being bought out has set fire to the sector.

RIG is either going to survive and boom during the next energy squeeze or it gets bought out. In the first case you get a multi-bagger.

Key Takeaways Tightening rig market and rising demand are boosting Transocean's pricing power, revenue potential, and ability to secure high-margin contracts. Strong contract pipeline and industry consolidation provide cash flow stability while supporting margin expansion and improved balance sheet strength.