In this update, we start with the new bankruptcies of the week before covering notable developments in several ongoing cases in the frac sand space. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …
Read More »In Other News… 4 Quick Hits From Frac Land
In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …
Read More »The Bankrupting Of Oilfield Service [Chart Of The Day]
Unsurprisingly, lawyers and restructuring advisors are the biggest winners in this mess. They are making out like bandits and harvesting a massive payday from the industry’s financial predicament. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …
Read More »Mass Bankruptcy. What Does It Mean For “The 3 C’s” Of Oilfield Service?
It seems like every couple days another oilfield company declares Chapter 11. Against this bankruptcy backdrop, we consider the future of oilfield services… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew …
Read More »Has Vista Averted A Ch. 7 Scenario? Oh, And Some Valuation Highlights Too….
Similar to another completions player a few days ago, another sand producer has come out with some revealing financial disclosures… And this one appears to have skirted a liquidation event. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
Read More »What Is Hi Crush Worth Liquidated? What Is It Worth As A Going Concern?
We dug and dug and dug… and we dug up some estimates… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …
Read More »Not Much To See Here In Monday’s Frac Sand Bankruptcy Hearing
Quick notes from yet another… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find …
Read More »Round Trip – Here Are The Debts Poised To Be Erased By An E&P’s Second Bankruptcy Filing In Four Years
Here’s what we learned from a “repeat restructuring” E&P’s latest filings… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …
Read More »Judge BLASTS Sand Abandonment. Meanwhile, Landfilling Activity Implies Negative Value For Northern White Sand
Some surprising things came to light this week regarding NWS’s value (or lack thereof), railcar rejections and the general sand market in a bankruptcy hearing yesterday that was not short on fireworks… Login to see the full update… To read this update and receive our research newsletters, you must be …
Read More »Tallying Up The Damage As Another E&P From Our Bankruptcy Watchlist Files Chapter 11
Like many of the other filings in recent weeks, Rosehill was one of about 20 names on the Infill Thinking bankruptcy watchlist published in May 2020. Here’s a few things we learned in their filing… Login to see the full update… To read this update and receive our research newsletters, …
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