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 ...
NINE Energy Service Part 2: Estimates And Relative Valuation
The Regression estimates suggest strong revenue growth in NTM 2023, but the rate can decelerate over the next couple of ...
Oil Prices – The Tug of War between Recession and Supply Concerns
Amongst many other news coming out of the global economy, there is one that is really interesting: falling oil prices.
Nine Energy Service Part 1: Growth Factors And Financial Risks Balance Out
Nine Energy Service's top line is likely to increase in the near-term following prices hikes across the service line due ...
Year-Over-Year Oil Data (USA)
I have captured industry data is captured, as it relates to the previous business week.
Solaris Oilfield Infrastructure Part 2: Estimates And Relative Valuation
The regression estimates suggest strong revenue growth in NTM 2023, but the rate can decelerate over the next couple of ...
Solaris Oilfield Infrastructure Part 1: Value Added Services To Boost Margin
Solaris Oilfield's number of fully utilized systems can go up by 10% to 15% in Q2. Its top fill system ...
Looming Energy Crisis
In our recent ECON show we talk about a number of issues. One of them is Stagflation.
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