Liberty Energy Part 1: Electric Frac Fleet Addition Will Keep Revenue And Margin Growing
Liberty plans to deploy two more digiFrac electric fleets in early 2023 following the strong frac market demand. LBRT can...
ProFrac Holding Part 2: Target Price And Relative Valuation
ProFrac is undervalued relative to its peers at the current level.
ProFrac Part 1: Leap Frogging Into The Top Pressure Pumping Strate
The USWS and FTSI acquisitions have put ProFrac as one of the top players in the pressure pumping industry. By...
Schlumberger Part 2: Estimates And Relative Valuation
The regression model suggests Schlumberger's revenue estimate is upward trending in the next couple of years but may slow down...
Schlumberger Part 1: Many A Positive, But A Few Thorns
Schlumberger plans to increase revenues and adjusted EBITDA at a considerably high rate in FY2022. As the oilfield equipment supply...
Baker Hughes Part 2: Estimates And Relative Valuation
Revenue estimates suggest a steadily increasing trend in the next three years. EBITDA can improve in the next year but...
Baker Hughes Part 1: Natural Gas And International Business Stand Firm, But Management Questions The Demand Side
A weaker economy and supply chain issues can put a dent in Baker Hughes's growth plans in 2022. Loss of...
Halliburton Part 2: Estimates And Relative Valuation
The regression model suggests an increase in revenues in the next two years. EBITDA can increase sharply in NTM 2023...
Halliburton Part 1: Recovery And Growth In Sight; So Are Uncertainties
Because the oilfield equipment market is in tight supply, Halliburton’s North American operation is “sold out” while the international market...
Precision Drilling Corporation Part 2: Estimates And Relative Valuation
The regression estimates suggest a decent revenue growth in NTM 2023, but the rate can accelerate over the next year....
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