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...
ProPetro Holding Part 2: Estimates And Relative Valuation
Our regression equation suggests steady revenue growth for PUMP in the next couple of years. EBITDA, too, can increase sharply...
ProPetro Holding Part 1: Electric Fracs And Repricing Confront Short-Term Difficulties
PUMP has announced its first two electric fleet orders and will deploy the fifth Tier IV Dynamic Gas Blending fleet...
NexTier Oilfield Solutions Part 2: Estimates And Relative Valuation
Our regression estimate suggests NEX's revenues will go moderately higher in NTM 2023 and NTM 2024. EBITDA can remain steady...
NexTier Oilfield Part 1: Free Cash Flow Generation Shines Through The Challenges
Expect a delivery delay of NEX's electric frac fleets and decommission of ~150,000 horsepower. Natural gas price's continued weakness means...
Precision Drilling Corporation Part 2: Estimates And Relative Valuations
Our regression estimates suggest a revenue growth acceleration over the next two years. The EBITDA growth rate, however, can decelerate...
Precision Drilling: Sluggish Growth Ahead
In the US, PDS's management expects to keep the US rig count nearly unchanged in Q1. It expects to reprice...
Patterson-UTI Energy Part 2: Estimates And Relative Valuation
Our regression model suggests that the revenue will increase by ~20% in each of the next two years. EBITDA can...
Patterson-UTI Energy: Contract Improvements In Focus Amidst The Natural Gas Business Contraction
Patterson-UTI Energy plans to convert legacy pressure pumps to Tier 4 dual fuel to reduce costs and emission. It will...
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