NOV Part 2: Estimates And Relative Valuation
Estimates suggest strong revenue growth in NTM 2023, but the rate can decelerate sharply over the next couple of years. ...
NOV Part 1: Cash Flow Worries Pale Under Industry Recovery And Renewables Opportunities
Broadening the supplier base and recovering escalating costs through higher pricing will lead to NOV's topline and operating margin improvement ...
Bitcoin and Fed’s Hike
The world is going through an extraordinarily tough time lately. The story remains the same: high inflation, rising interest rates ...
KLX Energy Services Part 2: Estimates And Relative Valuation
Estimates suggest strong revenue growth in NTM 2023, but the rate can decelerate in NTM 2024 and NTM 2025. EBITDA ...
KLX Energy Services: Cost Inflation And Balance Sheet Risks Punch A Hole Through Growth Drivers
An excess supply of equipment, the supply chain disruption, and the inflationary pressures on labor and material will remain its ...
U.S. Well Services Part 2: Estimates And Valuation
Estimates suggest revenue growth in NTM 2023, and the growth rate can accelerate in NTM 2024 and NTM 2025. EBITDA ...
U.S. Well Services Part 1: Cleaner Pumps Join The Bandwagon, But Risk Factors Can Derail
U.S. Well Services' exit fleet size in March 2022 was larger than the Q1-average and was expected to move higher ...
Mammoth Energy Services Part 2: Estimates And Valuation
Estimates suggest revenue growth in the next couple of years. EBITDA can stay in the red in the next year ...
China, ECB, Oil Markets and Other things
World Bank has lowered estimates for global growth. The Bank cut its growth estimates to 2.9 percent (2022) from 5.7 ...
Mammoth Energy Services Part 1: Steady Outlook With A Caution
Despite the current economic headwinds, Mammoth Energy gives sufficient importance to the infrastructure business as its trusts its integrated business ...
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