Primary Vision Insights – Premium Subscribers
There hasn’t been any change in the market that would break us from the current crude ranges. As we approached ...
DMC Global Part 2: Estimates And Relative Valuation
The regression equation suggests mild revenue growth for BOOM in NTM 2023 but an acceleration in NTM 2024. EBITDA can ...
DMC Global Part 1: The Near-Term Limitations Will Pass
Arcadia segment's margin growth is limited in the near-term but will gradually improve by the end of 2023. However, new ...
TechnipFMC Part 2: Estimates And Relative Valuation Analysis
Our linear model suggests a revenue decline in NTM 2023 but the rate of fall can stall in NTM 2024. ...
TechnipFMC Part 1: A Quiet Start To 2023 To Be Followed By Rapid Growth
FTI started 2023 with several projects amounting to $1.0 billion. In FY2023, its backlog could be ~20% higher than the ...
Primary Vision Insights – Enterprise Subscribers
Completion activity maintained its steady pace of increases, which is very seasonally normal. Typically, rigs “outrun” completion crews in the ...
Solaris Oilfield Part 1: Qualitative Transformation To Tackle Growth Impediments
Solaris Oilfields walks a tightrope between increased demand for its top fill systems and completion demand shortfall. The return potential ...
Solaris Oilfield Part 2: Estimates And Relative Valuation
Our regression estimate suggests accelerating revenue growth between NTM 2023 and NTM 2024 According to the model, the EBITDA can ...
Fact Check: Has Europe Managed to Save Gas Without a Fall in Activity?
Last week we explored the rolling recessions, mixed signals and the issues in the developing countries. This week I thought ...
ProPetro Holding Part 2: Estimates And Relative Valuation
Our regression equation suggests steady revenue growth for PUMP in the next couple of years. EBITDA, too, can increase sharply ...
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