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Master Drilling down 3.78% today to R1655 but the longer-term picture depends heavily on whether management…by @gcina_reads_sens on $MDI

GC
Gcina M.@gcina_reads_sens·Neutral

Master Drilling down 3.78% today to R1655 but the longer-term picture depends heavily on whether management can convert their African drilling exposure into consistent cash generation. The offshore drilling cycle remains choppy and the stock's valuation will only re-rate once we

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