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… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
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. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has …
Read More »Not Much To See Here In Monday’s Frac Sand Bankruptcy Hearing
Quick notes from yet another… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our …
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… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, …
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… There’s a lot more to this story… Login to see the full update… To read this update and …
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… There’s a lot more to this story… Login to see the full update… To read …
Read More »Not So Fast My Friend… Resistance To A Sand Producer’s Plan To Walk Away From Thousands Of Cars
A noteworthy point of contention in a big frac sand bankruptcy came to our attention this week… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill …
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Infill Thinking Lifting the O&G knowledge curve