Calfrac Well Services Part 1: Margin Expansion And Cash Flow Improvement Propel
Calfrac is considering reactivating another pressure pumping fleet in 2023. The company's average adjusted EBITDA per fleet more than tripled...
NINE Energy Service Part 2: Estimates And Relative Valuation
Regression estimates suggest 27% revenue growth in NTM 2023, but the rate can decelerate considerably over the next couple of...
Part 1: Nine Energy Service Looks To Steady The Ship As It Penetrates The Market
Nine Energy Service's pricing will remain steady in Q4, and the net effect is expected to be positive in Q1...
DMC Global Part 2: Estimates And Relative Valuation
The regression equation suggests steady revenue growth for BOOM in the next couple of years. EBITDA can increase sharply in...
DMC Global Part 1: Added Business From Arcadia Will Balance The Cost Hike
Despite various rounds of price hikes since late-2021, DMC Global's gross and operating margin dipped in Q3 due to high...
Precision Drilling Corporation Part 2: Estimates And Relative Valuations
Our regression estimates suggest a steady revenue growth in NTM 2023 and NTM 2024. The EBITDA growth rate is quite...
Precision Drilling Part 1: Margins To Expand But Cost Concerns Remain
Increased demand can lead to full utilization of Precision Drilling's Super Spec drilling rig in early-2023. The positive impact of...
Mammoth Energy Services Part 2: Estimates And Relative Valuation
Our regression equation suggests a steep revenue growth for TUSK in NTM 2023 and steady growth afterward. EBITDA, too, can...
Mammoth Energy Services Part 1: Pricing Gains Can Boost Profitability
Mammoth Energy will add incrementally to its frac fleets in Q4 and Q1 2023. It has a competitive advantage in...
Solaris Oilfield Part 2: Estimates And Relative Valuation
Our regression estimate suggests strong revenue growth in NTM 2023 and NTM 2024. According to the model, the EBITDA can...
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