RPC Part 2: Estimates And Relative Valuation
The regression model suggests that revenue growth is steady for NTM 2023 and NTM 2024 but may decrease after that. ...
Part 1: Margin Growth And Dividend Reinstatement Jack Up RPC
RES looks to keep its hydraulic fracturing fleet steady in 2H 2022. However, its FY2022 capex can increase significantly to ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week.
Jackson Hole Speech and Market Sentiment
The message by Jerome Powell's in his speech at Jackson Hole was uneqivocal - Fed will not pivot any time ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week.
Primary Vision Insights – Premium Subscribers
Early next week I will send out another regarding Chinese data, USD strength, and Emerging Market issues.
Calfrac Well Services Part 2: Estimates And Relative Valuation
Revenue estimates suggest a nearly unchanged topline in the following two years. EBITDA can increase significantly in NTM 2023 and ...
The Parabolic Rise of the U.S. Dollar – Enterprise Subscribers
The U.S. Dollar is driving higher and given the underlying backdrop- it’s unlikely to pause its run higher.
China’s Economic Woes Getting Worse – Premium Subscribers
The Chinese data only strengthens the guidance we have provided regarding the consumer and general economic headwinds.
Calfrac Well Services Part 1: Pricing And Contracts Can Outplay Cash Flow Trouble
Calfrac's pressure pumping fleet count in the US may remain unchanged, but it may consider reactivating another fleet in Canada ...
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