As I mentioned in my previous Monday Macro View, one of the biggest events of 2023 is the reopening of...
Read moreOur linear regression model suggests strong revenue growth in NTM 2023, but the rate can decelerate rapidly in NTM 2024...
Read moreMulti-pad drilling and LNG production growth will likely carry the topline and margin momentum for STEP in 2023. Its revenue...
Read moreU.S. completion activity is set to ramp up over the next few weeks, and will likely get back to about...
Read moreOur linear regression model suggests steady revenue growth in NTM 2023, but the rate can decelerate severely in NTM 2024...
Read moreContinued industry activity and net pricing improvement will likely carry the topline and margin momentum for KLXE. Cost controls and...
Read moreSaudi officially came out and reduced their OSPs (official selling prices) inline with our expectations EXCEPT when it comes to...
Read moreOur revenue estimates suggest a reasonable rise in revenues in the following two years. EBITDA can increase significantly in NTM...
Read moreCalfrac is considering reactivating another pressure pumping fleet in 2023. The company's average adjusted EBITDA per fleet more than tripled...
Read moreRegression estimates suggest 27% revenue growth in NTM 2023, but the rate can decelerate considerably over the next couple of...
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