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 – Premium Subscribers
The inflation story and “narrative” has been switching all over the place the last several years. It started with “inflation ...
DMC Global Part 2: Estimates And Relative Valuation
The regression equation suggests steady revenue growth for BOOM in the next couple of years. EBITDA can increase sharply in ...
DMC Global Part 1: Added Business From Arcadia Will Balance The Cost Hike
Despite various rounds of price hikes since late-2021, DMC Global's gross and operating margin dipped in Q3 due to high ...
Oil Market Outlook in 2023
Oil markets have certainly been on a bumpy ride so far. Wild swings were a norm in the second half ...
Primary Vision Insights – Enterprise Subscribers
There is some new equipment coming to market in 2023, but nothing that is going to take us back to ...
Precision Drilling Corporation Part 2: Estimates And Relative Valuations
Our regression estimates suggest a steady revenue growth in NTM 2023 and NTM 2024. The EBITDA growth rate is quite ...
Precision Drilling Part 1: Margins To Expand But Cost Concerns Remain
Increased demand can lead to full utilization of Precision Drilling's Super Spec drilling rig in early-2023. The positive impact of ...
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 ...
Mammoth Energy Services Part 2: Estimates And Relative Valuation
Our regression equation suggests a steep revenue growth for TUSK in NTM 2023 and steady growth afterward. EBITDA, too, can ...
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