Liberty Energy Part 1: Boosts Share Repurchase But Is Wary Of Market Concerns
In FY2023, LBRT's management expects 40% to 50% growth in adjusted EBITDA due to the deployment of premier design, the ...
Primary Vision Insights – Premium Subscribers
The markets’ love for Brazil cycles almost as often as the World Cup comes around and, much like the national ...
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 ...
PVN UPDATE – FEB 1
FRAC SUPPLY UPDATE! – If you’re an enterprise subscriber please click on the Frac Supply tab to get access to ...
RES Part 2: Estimates And Relative Valuation
The regression model suggests that the revenue growth trend has remained the same from our last estimates, i.e., an acceleration ...
RES Part 1: RES Mulls Fleet Composition Change As It Hikes Dividend
RES's hydraulic fracturing fleet (net) count will likely remain unchanged in 2023. However, the fleet portfolio mix changes as it ...
Shifting Oil Flows, Changing Weather Patterns
Every since the Ukrainian war took place the global order has seem to undergone a fundamental change: realignment of oil ...
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 ...
Primary Vision Insights – Enterprise Subscribers
We finally had the big push in completion activity that we have been calling for on a seasonal level. The ...
Halliburton Part 2: Estimates And Relative Valuation
Our revenue regression model suggests an increase in NTM 2023 and a deceleration in NTM 2024. EBITDA can decrease in ...
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