Halliburton Part 2: Estimates And Relative Valuation
The revenue estimate is firm for NTM 2023 but may slow down after that. EBITDA can stay muted in the ...
Halliburton Part 1: It Has The Right Value Drivers, But Valuation Can Drag In
Halliburton sees higher capex and US onshore rig count growth from the private operators in 2022. It will prioritize short-cycle ...
Emerging Markets, Inflation and Growth Estimates
Throughout this month, I have tried to specifically focus on emerging markets. Why? Firstly, these countries are the first victim ...
Primary Vision Insights – April 20th 2022
The U.S. completions market moved a bit higher again last week, and we expect to see another shift up over ...
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.
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