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Oct 27, 2025

Ashtead Technology: Operating Model, Vessel Relationships, and the Subsea Equipment Rental Value Chain

Former Account Manager at Halliburton
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IP Interview
Ashtead TechnologyGBSmall CapHalliburtonSubsea 7FugroTechnipFMCTeledyneSaipemEnergyIndustrialsInformation Technology
Oct 7, 2025

Ashtead Technology: Relative Scale & Logistics Moat

Former Senior Executive at Ashtead Technology
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IP Interview
Ashtead TechnologyGBSmall CapTeledyneSubsea 7TechnipFMCOceaneering InternationalSaipemEnergyIndustrialsInformation Technology
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Weekly update
Oct 23, 2024

LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank

LVMHFRMega CapWiseAshtead TechnologyBrazeGXO LogisticsLennarAristocrat LeisureTransDigm GroupHEICO
Oct 21, 2024

Ashtead Technology: Leadership History & Sources of Differentiation

Former Senior Executive at Ashtead Technology
Partner Interview
Ashtead TechnologyGBSmall CapTechnipFMCSubsea 7FugroPrysmianReach SubseaEnergyIndustrials
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Weekly update
Oct 9, 2024

Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda

DanaherUSLarge CapAshtead TechnologyVitrolifeVeevaEcolabSalesforceFTAI AviationGE AerospaceNVIDIACoreWeaveIQVIABrenntagRepligenAtlas Engineered ProductsBuilders FirstSource
Oct 8, 2024

Ashtead Technology: Subsea Equipment Rental

Procurement Director at Major Subsea Services Provider
Partner Interview
Ashtead TechnologyGBSmall CapTechnipFMCSubsea 7Reach SubseaFugroPrysmianEnergyIndustrials

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