Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

Borr Drilling Investor Presentation 2021

Feb 26, 2021

6241_rns_2021-02-26_49c7da9f-31ce-4078-9343-ac487264aaad.pdf

Investor Presentation

Open in viewer

Opens in your device viewer

Fleet Status Report

26th February 2021

Borr Drilling Limited S.E Pearman Building, 2nd Fl, 9 Par-la-Ville Road, Hamilton HM11, Bermuda

+971 4 4487501

Borr Drilling

Fleet Status Report - 26th February 2021

New Contracts / Extensions / Amendments
Idun
• Signed Contract (from LOA): March 2021 to January 2022, Vestigo, Malaysia.
Letters of Award / Letters of Intent / Negotiations
Prospector 1
• LOI: Q2 2021, Undisclosed, North Sea
Skald
• LOA: June 2021 to June 2024, PTTEP, Thailand.
Grid
• LOI: March 2021 to December 2021, Pemex, Mexico.
Gersemi
• LOI: March 2021 to December 2021, Pemex, Mexico.
Galar
• LOI: October 2021 to December 2021, Pemex, Mexico.

This summary is provided as a courtesy and is not intended to replace a detailed review of the Fleet Status Report. This summary contains information on letters of intent/award and advanced negotiations. Letters of intent/award or advanced negotiations may not result in an actual drilling contract.

Forward Looking Statements:

The statements described in this status report that are not historical facts are "Forward Looking Statements".

Forward Looking Statements reflect management's current expectations and assumptions, and are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict. No assurance can be given that the expectations expressed in these Forward-Looking Statements will prove to be correct. Actual results could differ materially from expectations expressed in, or implied by, the Forward-Looking Statements if one or more of the underlying assumptions or expectations proves to be inaccurate or is unrealised. These include, but are not limited to, changes to commencement dates, contract duration, earned day rates, locations and other contractual terms; risks relating to the delivery of drilling rigs under construction; sale and purchase of drilling units; oil and gas prices; and risks associated with international operations generally.

No Forward-Looking Statement contained in herein or expressed elsewhere should be relied upon as predicting future events.

We undertake no obligation to update or revise any Forward-Looking Statements to reflect events or circumstances that occur, or which we become aware of, after the date hereof, except as otherwise may be required by law.

Borr Drilling 26th February 2021

Rig Name Rig Design Rig Water
Depth (ft)
Year Built Customer / Status Contract Start Contract End Location Comments
Premium Jack-Ups
Mist KFELS Super B Bigfoot Class 350 ft 2013 Available
ROC Oil
May - 2020
October - 2020
September - 2020
May - 2021
Malaysia
Malaysia
Warm Stacked
Operating
Prospector 1 2 F&G, JU2000E 400 ft 2013 One-Dyas
Undisclosed
October - 2020
April- 2021
March - 2021
November - 2021
Netherlands
North Sea
Operating with option to extend
LOI
Norve PPL Pacific Class 400 400 ft 2011 Available
BWE
March - 2020
April - 2021
March - 2021
July - 2021
Gabon
Gabon
Warm Stacked
Committed
Idun KFELS Super B Bigfoot Class 350ft 2013 Available
Vestigo
August - 2020
March - 2021
February - 2021
January - 2022
Malaysia
Malaysia
Warm Stacked
Committed
Gunnlod PPL Pacific Class 400 400 ft 2018 Mobilization
PTTEP
March - 2020
September - 2020
August - 2020
May - 2021
Singapore
Malaysia
Contract Preparations and Mobilization
Operating with option to extend
Saga KFELS Super B Bigfoot Class 400 ft 2018 Eni
PTTEP
February - 2020
September- 2020
July - 2020
October - 2021
Vietnam
Malaysia
Operating
Operating with option to extend
Galar PPL Pacific Class 401 400 ft 2017 PEMEX April - 2020 December - 2021 Mexico Operating
Njord PPL Pacific Class 401 400 ft 2019 PEMEX June - 2020 December - 2021 Mexico Operating
Gersemi PPL Pacific Class 400 400 ft 2018 PEMEX August - 2019 December - 2021 Mexico Operating
Grid PPL Pacific Class 400 400 ft 2018 PEMEX August - 2019 December - 2021 Mexico Operating
Odin KFELS Super B Bigfoot Class 350 ft 2013 PEMEX March - 2020 August - 2021 Mexico Operating
Prospector 5 1 F&G, JU2000E 400 ft 2014 Available
CNOOC
April - 2020
November - 2020
October - 2020
May - 2022
United Kingdom
United Kingdom
Warm Stacked
Operating with option to extend
Natt PPL Pacific Class 400 400 ft 2018 First E&P April - 2019 April - 2021 Nigeria Operating with option to extend
Skald KFELS Super B Bigfoot Class 400 ft 2018 Mobilization
PTTEP
February - 2021
June - 2021
May - 2021
June - 2024
Singapore
Thailand
Contract Preparations and Mobilization
LOA
Gyme PPL Pacific Class 400 400 ft 2018 Available Singapore Warm Stacked
Thor KFELS Super B Bigfoot Class 400 ft 2019 Available Singapore Warm Stacked
Hermod KFELS B Class 400 ft 2019 Available Singapore Warm Stacked
Heimdal KFELS B Class 400 ft 2020 Available Singapore Warm Stacked
Hild KFELS Super B Class 400 ft 2020 Available Singapore Warm Stacked
Gerd PPL Pacific Class 400 400 ft 2018 Available Cameroon Warm Stacked
Groa PPL Pacific Class 400 400 ft 2018 Available Cameroon Warm Stacked
Frigg 1 KFELS Super A 400 ft 2013 Available Cameroon Warm Stacked
Ran 1 KFELS Super A 400 ft 2013 Available United Kingdom Warm Stacked

Borr Drilling 26th February 2021

Rig Name Rig Design Rig Water
Depth (ft)
Year Built Customer / Status Contract Start Contract End Location Comments
Jack-Ups Under Construction
Tivar KFELS Super B Bigfoot Class 400 ft Under Construction KFELS shipyard, Singapore Rig Delivery in May - 2023
Vale KFELS Super B Bigfoot Class 400 ft Under Construction KFELS shipyard, Singapore Rig Delivery in July - 2023
Var KFELS Super B Bigfoot Class 400 ft Under Construction KFELS shipyard, Singapore Rig Delivery in September - 2023
Huldra KFELS Bigfoot B Class 400 ft Under Construction KFELS shipyard, Singapore Rig Delivery in October - 2023
Heidrun KFELS Bigfoot B Class 400 ft Under Construction KFELS shipyard, Singapore Rig Delivery in December - 2023

1 - HD/HE Capability.

2 - Asset under sales agreement subject to conditions

Forward Looking Statements:

The statements described in this status report that are not historical facts are "Forward Looking Statements".

Forward Looking Statements reflect management's current expectations and assumptions, and are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict. No assurance can be given that the expectations expressed in these Forward-Looking Statements will prove to be correct. Actual results could differ materially from expectations expressed in, or implied by, the Forward-Looking Statements if one or more of the underlying assumptions or expectations proves to be inaccurate or is unrealised. These include, but are not limited to, changes to commencement dates, contract duration, earned day rates, locations and other contractual terms; risks relating to the delivery of drilling rigs under construction; sale and purchase of drilling units; oil and gas prices; and risks associated with international operations generally.

No Forward-Looking Statement contained in herein or expressed elsewhere should be relied upon as predicting future events.

We undertake no obligation to update or revise any Forward-Looking Statements to reflect events or circumstances that occur, or which we become aware of, after the date hereof, except as otherwise may be required by law.

Operating / Committed Available Cold Stack Under Construction
Premium Jack-Ups 28 14 9 0 5
Total Fleet 28 14 9 0 5

Borr Drilling

Fleet Status Report - 26th February 2021

2020 2021 2022 2023
Rig Name Location Q1 Q2
Q3
Q4 Q1 Q2
Q3
Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Premium Jack-Ups
Mist Malaysia Vestigo Warm Stacked ROC Oil
Prospector 1 1 North Sea Total Warm Stacked One-Dyas LOI Option
Norve Gabon BW Energy Warm Stacked BWE Option
Idun Malaysia Hoang Long JVPC Warm Stacked Vestigo Option
Gunnlod Singapore / Malaysia Contract Prep & Mob PTTEP Option
Saga Vietnam / Malaysia Mob
Eni
Mob PTTEP JX Nippon PTTEP Option
Gersemi Mexico PEMEX LOI
Grid Mexico PEMEX LOI
Natt Nigeria First E&P Option
Galar Mexico Mob
PEMEX
LOI
Njord Mexico Mob PEMEX
Odin Mexico Mob
PEMEX
Prospector 5 1 United Kingdom Neptune Warm Stacked CNOOC Option
Gerd Cameroon Exxon Warm Stacked
Groa Cameroon Exxon Warm Stacked
Ran 1 United Kingdom Spirit Energy Warm Stacked
Frigg 1 Cameroon Shell Warm Stacked
Skald Singapore / Thailand Warm Stacked Contract Prep & Mob PTTEP
Gyme Singapore Warm Stacked
Thor Singapore Warm Stacked
Hermod Singapore Warm Stacked
Heimdal Singapore Warm Stacked
Hild Singapore Warm Stacked
Jack-Ups Under Construction
Tivar KFELS shipyard, Singapore Rig Delivery in May - 2023
Vale KFELS shipyard, Singapore Rig Delivery in July - 2023
Var KFELS shipyard, Singapore Rig Delivery in September - 2023
Huldra KFELS shipyard, Singapore Rig Delivery in October - 2023
Heidrun KFELS shipyard, Singapore Rig Delivery in December - 2023
Firm Option Available Under Construction

1 - HD/HE Capability.

2 - Asset under sales agreement subject to conditions.

Forward Looking Statements:

The statements described in this status report that are not historical facts are "Forward Looking Statements".

Forward Looking Statements reflect management's current expectations and assumptions, and are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict. No assurance can be given that the expectations expressed in these Forward Looking Statements will prove to be correct. Actual results could differ materially from expectations expressed in, or implied by, the Forward Looking Statements if one or more of the underlying assumptions or expectations proves to be inaccurate or is unrealised. These include, but are not limited to, changes to commencement dates, contract duration, earned day rates, locations and other contractual terms; risks relating to the delivery of drilling rigs under construction; sale and purchase of drilling units; oil and gas prices; and risks associated with international operations generally.

No Forward Looking Statement contained in herein or expressed elsewhere should be relied upon as predicting future events.

We undertake no obligation to update or revise any Forward Looking Statements to reflect events or circumstances that occur, or which we become aware of, after the date hereof, except as otherwise may be required by law.