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 ...
NexTier Oilfield Solutions Part 2: Estimates And Relative Valuation
Our regression estimate suggests NEX's revenues will go moderately higher in NTM 2023 and NTM 2024. EBITDA can remain steady ...
NexTier Oilfield Part 1: Free Cash Flow Generation Shines Through The Challenges
Expect a delivery delay of NEX's electric frac fleets and decommission of ~150,000 horsepower. Natural gas price's continued weakness means ...
Precision Drilling Corporation Part 2: Estimates And Relative Valuations
Our regression estimates suggest a revenue growth acceleration over the next two years. The EBITDA growth rate, however, can decelerate ...
Rolling Recession – Mixed Signals
Today, as I read the headlines of various newspapers in Pakistan, the extraordinary nature of the times we are living ...
Precision Drilling: Sluggish Growth Ahead
In the US, PDS's management expects to keep the US rig count nearly unchanged in Q1. It expects to reprice ...
Patterson-UTI Energy Part 2: Estimates And Relative Valuation
Our regression model suggests that the revenue will increase by ~20% in each of the next two years. EBITDA can ...
Patterson-UTI Energy: Contract Improvements In Focus Amidst The Natural Gas Business Contraction
Patterson-UTI Energy plans to convert legacy pressure pumps to Tier 4 dual fuel to reduce costs and emission. It will ...
Primary Vision Insights – Premium Subscribers
The recent OPEC report is calling for an increase in crude demand throughout 2023 based on China’s reopening. We believe ...
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 ...
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