Primary Vision Insights – Premium Subscribers
Saudi officially came out and reduced their OSPs (official selling prices) inline with our expectations EXCEPT when it comes to ...
Calfrac Well Services Part 2: Estimates And Relative Valuation
Our revenue estimates suggest a reasonable rise in revenues in the following two years. EBITDA can increase significantly in NTM ...
Calfrac Well Services Part 1: Margin Expansion And Cash Flow Improvement Propel
Calfrac is considering reactivating another pressure pumping fleet in 2023. The company's average adjusted EBITDA per fleet more than tripled ...
NINE Energy Service Part 2: Estimates And Relative Valuation
Regression estimates suggest 27% revenue growth in NTM 2023, but the rate can decelerate considerably over the next couple of ...
Part 1: Nine Energy Service Looks To Steady The Ship As It Penetrates The Market
Nine Energy Service's pricing will remain steady in Q4, and the net effect is expected to be positive in Q1 ...
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 ...
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