NexTier Oilfield Solutions Part 2: Estimates And Relative Valuation
The regression estimate suggests NEX's revenues will go higher sharply in NTM 2023 but may decelerate in NTM 2024. EBITDA ...
NexTier Oilfield Part 1: Strong Asset Utilization And Diversification Will Set The Next Course
NexTier Oilfield's fleets are "sold out," and it does not plan to deploy additional horsepower in 2022. However, it may ...
Whither Oil Demand
In the previous few weeks oil markets have been absorbing wild swings. Overall in the last three months oil prices ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week.
Primary Vision Insights – Premium Subscribers
OPEC+ provided a nominal cut of about 100k barrels a day, but none of the countries are producing above or ...
Cactus Part 2: Estimates And Relative Valuation
The regression equation suggests a sharp revenue growth for Cactus in NTM 2023. EBITDA can increase sharply in NTM 2023 ...
Cactus Part 1: Growth Kicks In But Low Rental Price Base Holds Cactus Back
Additions to the public and large private customers and increased inventory utilization will lead to higher topline and margin expansion ...
Oil Prices – Will it remain range bound?
We have been discussing the ongoing volatility in global markets given the confluence of bearish and bullish factors. If you ...
ProPetro Holding Part 2: Estimates And Relative Valuation
The regression equation suggests a steady revenue growth for PUMP in the next couple of years. EBITDA can increase sharply ...
ProPetro Holding Part 1: A Case Of Cautious Growth Vs. Qualitative Improvement
Higher demand for pressure pumping fleets, better pricing, and improved utilization augur well for ProPetro's medium-term outlook. Although the total ...
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