STEP Energy Services Part 2: Estimates And Relative Valuation
Our linear regression model suggests revenue growth deceleration between NTM 2023 and NTM 2024 and a decline in NTM 2025....
Our linear regression model suggests revenue growth deceleration between NTM 2023 and NTM 2024 and a decline in NTM 2025....
STEP has diversified to natural gas plays like Haynesville because of the potential US LNG export facilities. It has acquired...
Our regression equation suggests a steep revenue growth for TUSK in NTM 2023 and a deceleration afterward. EBITDA, however, can...
In January, Mammoth Energy reactivated its fifth frac spread and plans to upgrade another frac spread to Tier 4 dual...
The regression equation suggests mild revenue growth for BOOM in NTM 2023 but an acceleration in NTM 2024. EBITDA can...
Arcadia segment's margin growth is limited in the near-term but will gradually improve by the end of 2023. However, new...
Our linear model suggests a revenue decline in NTM 2023 but the rate of fall can stall in NTM 2024....
FTI started 2023 with several projects amounting to $1.0 billion. In FY2023, its backlog could be ~20% higher than the...
Solaris Oilfields walks a tightrope between increased demand for its top fill systems and completion demand shortfall. The return potential...
Our regression estimate suggests accelerating revenue growth between NTM 2023 and NTM 2024 According to the model, the EBITDA can...