KLX Energy Services: Cost Inflation And Balance Sheet Risks Punch A Hole Through Growth Drivers
An excess supply of equipment, the supply chain disruption, and the inflationary pressures on labor and material will remain its...
U.S. Well Services Part 2: Estimates And Valuation
Estimates suggest revenue growth in NTM 2023, and the growth rate can accelerate in NTM 2024 and NTM 2025. EBITDA...
U.S. Well Services Part 1: Cleaner Pumps Join The Bandwagon, But Risk Factors Can Derail
U.S. Well Services' exit fleet size in March 2022 was larger than the Q1-average and was expected to move higher...
Mammoth Energy Services Part 2: Estimates And Valuation
Estimates suggest revenue growth in the next couple of years. EBITDA can stay in the red in the next year...
Mammoth Energy Services Part 1: Steady Outlook With A Caution
Despite the current economic headwinds, Mammoth Energy gives sufficient importance to the infrastructure business as its trusts its integrated business...
Patterson-UTI Energy Part 2: Estimates And Relative Valuation
The revenue growth estimates are steady in the next two years. EBITDA can increase sharply in NTM 2023 and can...
Patterson-UTI Energy Part 1: Rig Upgrade And Better Margin Look Encouraging
Patterson-UTI Energy plans to add seven more drilling rigs and reactivate a frac spread in Q2. Average revenue and pricing...
NexTier Oilfield Solutions Part 2: Estimates And Relative Valuation
Our revenue estimate for NEX is much higher in the next year and stable afterward. EBITDA can increase sharply in...
NexTier Oilfield Part 1: Pricing Improvement And Margin Expansion Are On The Cards
The pricing differentials for NexTier Oilfield's Tier 4 dual fuel equipment widen with the conventional frac spreads. NEX's natural-gas fleet...
RPC Part 2: Estimates And Relative Valuation
The revenue growth estimate is steady for NTM 2023 and NTM 2024 but may slow down after that. EBITDA can...
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