Calfrac Well Services Part 2: Estimates And Valuation
Revenue estimates suggest higher revenues in NTM 2022, but the topline can flatten or decrease afterward. EBITDA can increase significantly ...
Calfrac Well Services Part 1: Cash Flow Concerns Versus Growing Activity
Calfrac's frac fleet count in the US stepped up in early 2022 but is unlikely to increase much from here. ...
Mixed Signals in Oil Markets
Last time we talked about the cracks that are appearing in the global economy. One of the reasons for this ...
Year-Over-Year Oil Data (USA)
Key industry data is captured, as it relates to the previous business week.
Primary Vision Insights – April 13th 2022
SUMMARY • US Completions Update • Physical Crude Market and Russian Flows • Saudi Arabia Pushes OSPs to Record • ...
Year-Over-Year Oil Data (USA):
Key industry data is captured, as it relates to the previous business week.
TechnipFMC Part 2: Relative Valuation Analysis
Most of the sell-side analysts recommend “Buy” for FTI. The stock has 34% return potential at the current price, according ...
TechnipFMC Part 1: LNG Demand Growth And Renewable Transition Drive
FTI's inbound order to strengthen further, indicating better revenue visibility in FY2022. A higher US LNG export and LNG price ...
Cracks Appearing in Global Economy
As we head into the weekend it is a good time to take stock of what is happening in the ...
Year-Over-Year Oil Data (USA):
I have captured key industry data, as it relates to the previous business week.
Recent News
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