Energy Markets: Oil, Gas and LNG
Now onto the energy markets where, interestingly, the overall sentiment has undergone a shift. From ultra bullish where JP Morgan ...
Liberty Energy Part 2: Estimates And Relative Valuation
The regression model suggests that Liberty's revenues will rise rapidly in the next year but can decelerate afterward. EBITDA can ...
Liberty Energy Part 1: Electric Frac Fleet Addition Will Keep Revenue And Margin Growing
Liberty plans to deploy two more digiFrac electric fleets in early 2023 following the strong frac market demand. LBRT can ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week. The oil rig count had increased by ...
ProFrac Holding Part 2: Target Price And Relative Valuation
ProFrac is undervalued relative to its peers at the current level.
ProFrac Part 1: Leap Frogging Into The Top Pressure Pumping Strate
The USWS and FTSI acquisitions have put ProFrac as one of the top players in the pressure pumping industry. By ...
IMF Slashes Global GDP Estimates – Again!
The IMF has slashed some growth points off of the global GDP estimates - once again - mentioning slowdown in ...
Primary Vision Insights – July 27th 2022
As we get to the dog days of summer, we thought it would be important to review where U.S. completion ...
Schlumberger Part 2: Estimates And Relative Valuation
The regression model suggests Schlumberger's revenue estimate is upward trending in the next couple of years but may slow down ...
Schlumberger Part 1: Many A Positive, But A Few Thorns
Schlumberger plans to increase revenues and adjusted EBITDA at a considerably high rate in FY2022. As the oilfield equipment supply ...
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