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Whitelight Capital
Whitelight Capital
#Sector 2: Offshore Drilling
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#Sector 2: Offshore Drilling

Supply & Demand Analysis, Idea Generation, Proprietary Model,

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Whitelight Capital
Apr 15, 2024
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Whitelight Capital
Whitelight Capital
#Sector 2: Offshore Drilling
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***KEY TAKEWAYS

• Offshore drilling total Supply & Demand Analysis (proprietary data)

• Peers’ utilisation rate based on companies backlog

• Idea generation w/ peers quick dive analysis

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