Turbine, Dollar, ECB and Heatwaves
Like the heatwaves, Mark was travelling too and this week we couldn't film our ECON show. In this article, therefore, ...
Baker Hughes Part 2: Estimates And Relative Valuation
Revenue estimates suggest a steadily increasing trend in the next three years. EBITDA can improve in the next year but ...
Baker Hughes Part 1: Natural Gas And International Business Stand Firm, But Management Questions The Demand Side
A weaker economy and supply chain issues can put a dent in Baker Hughes's growth plans in 2022. Loss of ...
Halliburton Part 2: Estimates And Relative Valuation
The regression model suggests an increase in revenues in the next two years. EBITDA can increase sharply in NTM 2023 ...
Halliburton Part 1: Recovery And Growth In Sight; So Are Uncertainties
Because the oilfield equipment market is in tight supply, Halliburton’s North American operation is “sold out” while the international market ...
Biden’s Trip, Dollar Gets Stronger, PPI coming in hot
Biden went on a very significant trip to Saudi Arabia. According to many, the agenda was only oil. According to ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week.
Primary Vision Insights – Premium Subscribers
I hope everyone had a great July 4th weekend spending time with family and friends!
Precision Drilling Corporation Part 2: Estimates And Relative Valuation
The regression estimates suggest a decent revenue growth in NTM 2023, but the rate can accelerate over the next year. ...
Precision Drilling Part 1: Drivers Remain Positive, A few Headwinds In Canada
Precision Drilling’s active drilling rig count has increased significantly in the US and Canada in the past year. Its Super ...
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