Solaris Oilfield Part 2: Estimates And Relative Valuation
Our regression estimate suggests strong revenue growth in NTM 2023 and NTM 2024. According to the model, the EBITDA growth ...
Part 1: Solaris Oilfield: New Technology Will Add To The Margin
Solaris Oilfield's number of fully utilized systems growth can moderate in 2H 2022. Its top fill system can grow from ...
Oil prices, Recession and Chinese demand
Writing about the global markets, in one way, has only become a repetitive exercise in that the overall message remains ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week, via the infographic that accompanies this post.
KLX Energy Services Part 2: Estimates And Relative Valuation
The linear regression model suggests steady revenue growth in NTM 2023, but the rate can decelerate in NTM 2024 and ...
Part 1: Pricing Rise Alone May Not Be Sufficient For KLX Energy Services
Cross-selling and pricing hikes across multiple product lines will lead to KLX Energy Services' operating margin improvement in Q3. Free ...
The Market is Bearish
From the past two Monday Macro View episodes, I have been mentioning that how and why the outlook of the ...
Primary Vision Insights – Premium Subscribers
Here is the quick and dirty for the insights this week- a much broader review will come over the next ...
NexTier Oilfield Solutions Part 2: Estimates And Relative Valuation
The regression estimate suggests NEX's revenues will go higher sharply in NTM 2023 but may decelerate in NTM 2024. EBITDA ...
NexTier Oilfield Part 1: Strong Asset Utilization And Diversification Will Set The Next Course
NexTier Oilfield's fleets are "sold out," and it does not plan to deploy additional horsepower in 2022. However, it may ...
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