We found a hint about what SandBox might be up to next – recall that the company alluded to entering other verticals this year during their recent earnings conference call, which we live-blogged here. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Transition Timeline: The Birth Of An Unbundled E&P Showers Sand Firms With Contracts
If you pay close attention to the sand and logistics space, then you have probably noticed that lots of specialized firms are press releasing contracts with one particular operator lately. Why? How? What’s next? If you are wondering, you oughta read this. There’s a lot more to this story… Login …
Read More »Quick Thoughts On Surging E&P M&A
About this time last year, Infill Thinking member Paul Sparks penned a guest post this website titled Independent E&P Consolidation Is The Future, Is 2018 The Year? His case for consolidation turned out to be prophetic. We discuss the implications of three E&P M&A deals this week alone… There’s a lot more to this …
Read More »M&A Converts A Traditional Bundled E&P Into A Vertically Integrated Self-Sourcer
We are able to offer some timely context for the supply chain and procurement implications of this morning’s big M&A news in E&P. 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 »Winds Of Change: A New Strategic Focus At Preferred Sands [Exclusive]
As many readers know by now, there have been rumblings about some big changes happening at the company in recent days. We have learned more about what has transpired and what to expect going forward. There’s a lot more to this story… Login to see the full update… To read …
Read More »Is A Supermajor On The Verge Of Vertical Integration In The Permian?
Supermajor capital has washed ashore to hunt short cycle returns in the Lower 48, having abandoned longer-cycle deepwater and international in the era of austerity following the 2014 oil price crash. These large companies have historically been thought of as less nimble than their smaller peers – the Independents who …
Read More »Hi-Crush Is Transforming Yet Staying The Course. Taking Apart Their Humdinger Of A News Release Piece-By-Piece [6-Part Analysis]
To say the Hi-Crush management team had a busy weekend might just be the understatement of the year. On Monday morning, the company dropped 3 press releases containing over 3,500 words. That’s 8 pages in Microsoft Word at 12 point font with single line spacing (yes we copy/pasted out of …
Read More »Will We Look Back At The Concho / RSP Deal As The Start Of Tight Oil Consolidation? [New Discussion Thread]
There’s a new thread over in our members-only discussion forum. In it we question whether the big Permian M&A deal this week marks the start of a push for scale. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Forum’s Revenue Inversion & M&A Strategy Underscore A Seller’s Market Developing In NAM Completions
On Tuesday, Forum Energy Technologies said their NAM completions business has become their largest revenue generator. Completions and production/infrastructure (C&P) segment revenues contribute 80% of the global oilfield products company’ top line. Moreover, 85% of Forum’s sales are onshore and 80% come from North America (NAM). This is a company …
Read More »A Blank $300 Million Check And Big Brand Name Recognition – OFS SPAC IPO Friday
There is a new oilfield service company scheduled to price a $300mm initial public equity offering on November 3. This isn’t an ordinary IPO though – it is a blank check company backed by some oilfield industry titans. There’s a lot more to this story… Login to see the full …
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