SHLF Share Price Performance
NOK 18.46
8.81 (91.30%)
65.2% overvalued intrinsic discount
NOK 11.17
Fair Value
Price NOK 18.46
AnalystConsensusTarget NOK 11.17
AnalystHighTarget NOK 10.36
AnalystLowTarget NOK 7.96
Fair ValueNOK 11.17
Share Pricen/a
Shelf Drilling, Ltd. Stock Price
- 3 Narratives written by author
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- 10 Fair Values set on narratives written by author
SHLF Community Narratives
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Fair Value NOK 11.17 65.2% overvalued intrinsic discount
Jack-up Rig Oversupply And Capital Costs Will Worsen Margins
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Fair Value NOK 14.03 31.6% overvalued intrinsic discount
Delayed Transition And Emerging Demand Will Undermine Aging Fleets
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Fair Value NOK 8.32 122.0% overvalued intrinsic discount
Global Decarbonization And Oversupplied Rigs Will Erode Margins
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Delayed Transition And Emerging Demand Will Undermine Aging Fleets
Key Takeaways Shelf Drilling's modern fleet, operational efficiency, and agility position it to capture rising demand, benefiting from industry shortages and increasingly resilient contract margins. Shifting global energy priorities and expanded offshore investment drive sustained revenue growth, insulating the company from traditional market cycles.Read more
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AN
NOK 14.03
31.6% overvalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
-2.52% p.a.
Profit Margin
1.37%
Future PE
50.83x
Share price in 2028
NOK 14.2
Jack-up Rig Oversupply And Capital Costs Will Worsen Margins
Key Takeaways Prolonged industry oversupply, customer concentration, and rising financing costs threaten revenue stability, margin expansion, and future contract opportunities. Regulatory, ESG, and decarbonization pressures may shrink addressable markets and limit flexibility for reinvestment or technological adaptation.Read more
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AN
NOK 11.17
65.2% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-4.15% p.a.
Profit Margin
1.41%
Future PE
40.97x
Share price in 2028
NOK 11.35
Global Decarbonization And Oversupplied Rigs Will Erode Margins
Key Takeaways Decarbonization trends and alternative energy uptake threaten Shelf Drilling's market outlook, contract visibility, and revenue growth in the face of shrinking offshore demand. Operational risks from market concentration, an aging fleet, and industry overcapacity undermine profitability, heightening margin and earnings volatility.Read more
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AN
NOK 8.32
122.0% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
-5.96% p.a.
Profit Margin
1.28%
Future PE
35.6x
Share price in 2028
NOK 8.44
Recently Updated Narratives
AN
Jack-up Rig Oversupply And Capital Costs Will Worsen Margins
Fair Value: NOK 11.17 65.2% overvalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Global Decarbonization And Oversupplied Rigs Will Erode Margins
Fair Value: NOK 8.32 122.0% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Delayed Transition And Emerging Demand Will Undermine Aging Fleets
Fair Value: NOK 14.03 31.6% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Shelf Drilling, Ltd. Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Nov 25, 2025
- 0.45
- 37.13%
- 11.85%
- 288.3%
About SHLF
- Founded
- 2012
- Employees
- 2448
- CEO
- WebsiteView website
Shelf Drilling, Ltd., together with its subsidiaries, operates as a shallow water offshore drilling contractor in the Middle East, North Africa, the Mediterranean, Southeast Asia, India, West Africa, and the North Sea. The company offers equipment and services for the drilling, completion, maintenance, and decommissioning of oil and natural gas wells, and associated services using the rigs of its own fleet and related equipment. It also provides catering, additional equipment and personnel, and consumables or accommodations at the request of the customer using third party vendors. In addition, the company owns various independent-leg cantilever jack-up rigs. It serves government owned or controlled energy companies; and publicly listed global integrated oil companies or independent exploration and production companies. Shelf Drilling, Ltd. was incorporated in 2012 and is headquartered in Dubai, the United Arab Emirates.
