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...
RPC Aims Margin Growth; But Cash Flow Is A Concern
While RES does not plan to add to its hydraulic fracturing fleet in 1H 2022, it may add another in...
Nabors Industries Part 2: Estimates And Relative Valuation
The revenue estimates are stable in the next two years. EBITDA can remain unchanged in NTM 2023 and will remain...
Nabors Industries Part 1: Pricing Gains And North American Recovery Offset Balance Sheet Woes
Following the US rig count and crude oil price recovery, NBR's US operations have shown considerable improvement in Q1. Expect...
Liberty Energy Part 2: Estimates And Relative Valuation
Revenue estimates are higher in the next year but can decelerate afterward. EBITDA can increase sharply in NTM 2023 but...
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