China in focus
Oil prices and global markets are concerned due to what is going on in China... The news coming out 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 ...
NexTier Oilfield Solutions Part 2: Estimates And Relative Valuation
Our regression estimate suggests NEX's revenues will go higher in NTM 2023 but may decelerate in NTM 2024. EBITDA, too, ...
NexTier Oilfield Part 1: Free Cash Flow Improves Shareholders’ Returns
NexTier Oilfield's fleets remains "sold out;" however, seasonality can reduce the topline, while the operating profit margin can hold steady ...
RES Part 2: Estimates And Relative Valuation
The regression model suggests that revenue growth can accelerate in NTM 2024 compared to NTM 2023. EBITDA can increase sharply ...
RES Part 1: As Growth Stagnates, RES Turns To Shareholders’ Returns
RES may add another hydraulic fracturing fleet (net) in 2023. Although its FY2023 capex can increase, it expects to generate ...
NOV Part 2: Estimates And Relative Valuation
Our regression model suggests a steady revenue growth in NTM 2023, but the rate can decelerate and then decline over ...
Part 1: NOV Relies On Downhole Energy And International Markets Despite The Constraints
In the traditional energy business, NOV focuses on downhole energy business to improve visibility for precision well placement Increased opportunities ...
Primary Vision Insights – Enterprise Subscribers
The market remained volatile across the paper markets after a missile landed in Poland killing two people. Governments have tried ...
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 ...
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