Sea1 Offshore Inc. SEA1

Hvad selskabet siger, at det forventer, og hvor ofte det har leveret på det.

Guidance i seneste rapport

• Longer-term offshore market outlook (longer term)
  “The offshore market outlook remains positive over the longer term, driven by rising offshore activity, and continued deepwater developments towards 2030.” (s. 4)
• Demand for subsea tonnage (outlook)
  “Demand for subsea tonnage is expected to remain robust, creating further opportunities for long-term charters, although new vessel deliveries in 2027–2028 may affect dayrate levels on new contracts.” (s. 5)
• AHTS market volatility (outlook)
  “The AHTS market is expected to remain volatile, but peaks may become more prolonged as additional projects enter the market and influence long-term contract levels.” (s. 5)
• Australia semi-submersible rig activity (H2 2026)
  “In Australia a further semi-submersible rig decline is expected in the second half of 2026.” (s. 5)
• APAC rig activity (2027)
  “Rig activity in the region is anticipated to improve during 2027, and the Company maintains good contract coverage across the region for most of the year.” (s. 5)
• South America tendering activity (end of the year)
  “Tendering activity is expected to improve again towards the end of the year, following the general election.” (s. 5)

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