Granular Capital, a London-based hedge fund, is bullish on Borr Drilling, predicting its stock could rise by up 300% or 400%. Borr specializes in offshore drilling with a fleet of 24 modern jack-up rigs used for shallow-water oil and gas production. According to CNBC Pro, the hedge fund's investment thesis hinges on the limited supply of such rigs and the growing demand for their use. Here's more:
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