TechnipFMC Part 1: LNG Demand Growth And Renewable Transition Drive
FTI's inbound order to strengthen further, indicating better revenue visibility in FY2022. A higher US LNG export and LNG price...
Mammoth Energy Services Part 2: Estimates And Valuation
Revenue estimates suggest an increasing trend in the next couple of years. EBITDA can stay in the red in the...
Mammoth Energy Services Part 1: Strong Outlook Despite Mild Performance
The infrastructure business disappointed in Q4, but the economy provides sufficient tailwinds to the business in the medium term. Mammoth...
Baker Hughes Part 2: Estimates And Valuation
Revenue estimates suggest a steadily increasing trend in the next couple of years. EBITDA can improve in the next two...
Baker Hughes Part 1: Clean Energy And LNG To Drive Business
Baker Hughes will benefit from the North American natural gas market's stability and the Latin America and the Middle East...
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...
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