Solaris Oilfield Part 2: Estimates And Relative Valuation
Our regression estimate suggests accelerating revenue growth between NTM 2023 and NTM 2024 According to the model, the EBITDA can ...
Fact Check: Has Europe Managed to Save Gas Without a Fall in Activity?
Last week we explored the rolling recessions, mixed signals and the issues in the developing countries. This week I thought ...
ProPetro Holding Part 2: Estimates And Relative Valuation
Our regression equation suggests steady revenue growth for PUMP in the next couple of years. EBITDA, too, can increase sharply ...
ProPetro Holding Part 1: Electric Fracs And Repricing Confront Short-Term Difficulties
PUMP has announced its first two electric fleet orders and will deploy the fifth Tier IV Dynamic Gas Blending fleet ...
Primary Vision Insights – Enterprise Subscribers
The frac spread count remained steady this week as there was a shift in activity across the different regions. We ...
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 ...
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