RES Part 1: As Growth Stagnates, RES Turns To Shareholders’ Returns
RES may add another hydraulic fracturing fleet (net) in 2023. Although its FY2023 capex can increase, it expects to generate ...
NOV Part 2: Estimates And Relative Valuation
Our regression model suggests a steady revenue growth in NTM 2023, but the rate can decelerate and then decline over ...
Part 1: NOV Relies On Downhole Energy And International Markets Despite The Constraints
In the traditional energy business, NOV focuses on downhole energy business to improve visibility for precision well placement Increased opportunities ...
Primary Vision Insights – November 18th 2022
The market remained volatile across the paper markets after a missile landed in Poland killing two people. Governments have tried ...
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week, via the infographic that accompanies this ...
TechnipFMC Part 1: Margin Improvement Ushers In The Propsect Of Repurchase And Dividend
FTI's Subsea order backlog can increase to $9 billion by Q1 2024 from $7 billion in FY2022. Its Subsea EBITDA ...
COP27 – Climate Change
Leaders are gathering in Sharm el Shiekh, Egypt for COP27, that is underway amongst a cacophony of promises and debris ...
Patterson-UTI Energy Part 2: Estimates And Relative Valuation
Our regression model suggests that the revenue growth estimates are sharp in the next two years. EBITDA can increase sharply ...
TechnipFMC Part 2: Estimates And Relative Valuation Analysis
Our linear regression model suggests a revenue stagnation in the next two years. FTI’s EBITDA, however, can rise sharply in ...
Patterson-UTI Energy P1: Dividend Hike, Shareholders’ Returns Hog The Limelight
Patterson-UTI Energy plans to add nine rigs from Q3 to early 2023 and reactivate a frac fleet in Q4. Average ...
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