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 ...
Nabors Industries Part 2: Estimates And Relative Valuation
Our regression model continues to suggest that NBR's revenue will increase sharply in NTM 2023 but may decelerate later. Similarly, ...
Inflation, LNG demand and electricity
In this article I will try to provide some short summaries of a few important reports recently. One such report ...
Nabors Industries Part 1: Rig Additions In Saudi Arabia To Counter Natural Gas’s Weaknesses
Nabors' US rig count can increase modestly in Q1 2023, while in Saudi Arabia, it plans two rigs in Q1 ...
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