Valaris | Trust But Verify - What I'm Doing
A look at management's promises of disciplined capital allocation.
“We don’t need to do M&A, but will we? Absolutely…” - Anton Dibowitz, CEO and Director of Valaris (September 2nd 2025)
I feel like I left a bit of a cliff hanger after my deep-dive on oil drillers like Valaris and Noble. I needed some time to think on this a bit more, and meditate on all I had learned.
Its quite difficult to resist the temptation of pur…