Our regression equation suggests a steep revenue growth for TUSK in NTM 2023 and a deceleration afterward. EBITDA, however, can...
Read moreDetailsIn January, Mammoth Energy reactivated its fifth frac spread and plans to upgrade another frac spread to Tier 4 dual...
Read moreDetailsThere hasn’t been any change in the market that would break us from the current crude ranges. As we approached...
Read moreDetailsThe regression equation suggests mild revenue growth for BOOM in NTM 2023 but an acceleration in NTM 2024. EBITDA can...
Read moreDetailsArcadia segment's margin growth is limited in the near-term but will gradually improve by the end of 2023. However, new...
Read moreDetailsOur linear model suggests a revenue decline in NTM 2023 but the rate of fall can stall in NTM 2024....
Read moreDetailsFTI started 2023 with several projects amounting to $1.0 billion. In FY2023, its backlog could be ~20% higher than the...
Read moreDetailsCompletion activity maintained its steady pace of increases, which is very seasonally normal. Typically, rigs “outrun” completion crews in the...
Read moreDetailsSolaris Oilfields walks a tightrope between increased demand for its top fill systems and completion demand shortfall. The return potential...
Read moreDetailsOur regression estimate suggests accelerating revenue growth between NTM 2023 and NTM 2024 According to the model, the EBITDA can...
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