NexTier Oilfield Solutions Part 2: Estimates And Valuation
Revenue estimates are much higher in the next year and stable afterward. EBITDA can increase sharply in NTM 2022 but...
NexTier Oilfield Part 1: Short Term Cost Hike Vs. Margin Expansion Through Frac Upgrade
NexTier Oilfield's Tier 4 dual fuel equipment remains sold out as the pricing differentials with the conventional frac spreads widen....
Liberty Oilfield Services Part 2: Estimates And Valuation
Revenue estimates are higher in the next year and stable afterward. EBITDA can increase sharply in NTM 2022 but will...
Liberty Oilfield Part 1: Increased Activity And Better Quality Fracking Maintain Advantages
LBRT focuses on frac fleet upgrade and added revenues from PropX and OneStim fleets. The plans to get have at...
Halliburton Part 2: Estimates And Valuation
Revenue estimates are steady in the next few years. EBITDA can decline marginally in NTM 2022 but will recover after...
Halliburton Part 1: HAL Has Forceful Drivers; But Steep Pricing Weighs On Valuation
Halliburton sees growth opportunities from increased investment in the Middle East, Russia, and Latin America, especially in specialty chemicals and...
Schlumberger Part 2: Estimates And Valuation
Schlumberger's management is currently stressing the foundation of solid multi-year upcycles. Short-cycle activity resurgence can facilitate more FIDs, and service...
Schlumberger Part 1: Technology And New Energy To Drive Margin
Schlumberger plans to improve the revenues and adjusted EBITDA margin handsomely in 2022. Technology-led services and clean energy initiatives will...
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