Primary Vision Insights – Premium Subscribers
The market is trying to digest the problems circling around the financial industry, which is very fluid at the moment. ...
Silicon Valley Bank and Systemic Risk
"The whole point is that all of these issues DID NOT come into existence only because of the rising interest ...
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week, via this post's infographic. The below ...
Primary Vision Insights – Enterprise Subscribers
The market continues to fluctuate following the failure of Silicon Valley Bank and Silvergate. As we called out last month, ...
STEP Energy Services Part 2: Estimates And Relative Valuation
Our linear regression model suggests revenue growth deceleration between NTM 2023 and NTM 2024 and a decline in NTM 2025. ...
Oil prices, Fed and Job report
Oil prices have remained in a narrow range between $80 to $85 per barrel of Brent since last year. Despite ...
STEP Energy Part 1: STEP Moves Closer To LNG And Natural Gas Operations
STEP has diversified to natural gas plays like Haynesville because of the potential US LNG export facilities. It has acquired ...
Mammoth Energy Services Part 2: Estimates And Relative Valuation
Our regression equation suggests a steep revenue growth for TUSK in NTM 2023 and a deceleration afterward. EBITDA, however, can ...
Mammoth Energy Services Part 1: Fleet Reactivation Sends Positive Signs Despite Delivery Delays
In January, Mammoth Energy reactivated its fifth frac spread and plans to upgrade another frac spread to Tier 4 dual ...
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week, via this post's infographic. The below ...
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