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....
STEP Energy Part 1: STEP Moves Closer To LNG And Natural Gas Operations
STEP has diversified to natural gas plays like Haynesville because of the potential US LNG export facilities. It has acquired...
Mammoth Energy Services Part 2: Estimates And Relative Valuation
Our regression equation suggests a steep revenue growth for TUSK in NTM 2023 and a deceleration afterward. EBITDA, however, can...
Mammoth Energy Services Part 1: Fleet Reactivation Sends Positive Signs Despite Delivery Delays
In January, Mammoth Energy reactivated its fifth frac spread and plans to upgrade another frac spread to Tier 4 dual...
DMC Global Part 2: Estimates And Relative Valuation
The regression equation suggests mild revenue growth for BOOM in NTM 2023 but an acceleration in NTM 2024. EBITDA can...
DMC Global Part 1: The Near-Term Limitations Will Pass
Arcadia segment's margin growth is limited in the near-term but will gradually improve by the end of 2023. However, new...
TechnipFMC Part 2: Estimates And Relative Valuation Analysis
Our linear model suggests a revenue decline in NTM 2023 but the rate of fall can stall in NTM 2024....
TechnipFMC Part 1: A Quiet Start To 2023 To Be Followed By Rapid Growth
FTI started 2023 with several projects amounting to $1.0 billion. In FY2023, its backlog could be ~20% higher than the...
Solaris Oilfield Part 1: Qualitative Transformation To Tackle Growth Impediments
Solaris Oilfields walks a tightrope between increased demand for its top fill systems and completion demand shortfall. The return potential...
Solaris Oilfield Part 2: Estimates And Relative Valuation
Our regression estimate suggests accelerating revenue growth between NTM 2023 and NTM 2024 According to the model, the EBITDA can...
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