cvia Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 22 Apr 2022 21:59:59 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png cvia Archives - Infill Thinking https://www.infillthinking.com 32 32 Analyzing Covia’s Latest Financial Projections https://www.infillthinking.com/infill-thoughts/thoughts-observations-on-covias-latest-financial-projections/ https://www.infillthinking.com/infill-thoughts/thoughts-observations-on-covias-latest-financial-projections/#respond Thu, 15 Oct 2020 15:38:31 +0000 https://www.infillthinking.com/?p=30029 A clearer picture begins to emerge about what Covia’s capital structure and financial statements will look like post-Chapter 11… 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 …

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A clearer picture begins to emerge about what Covia’s capital structure and financial statements will look like post-Chapter 11…

There’s a lot more to this story…

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Screening Last Week’s Frac Sand Earnings Calls For Market Intel https://www.infillthinking.com/infill-thoughts/screening-last-weeks-frac-sand-earnings-calls-for-market-intel/ https://www.infillthinking.com/infill-thoughts/screening-last-weeks-frac-sand-earnings-calls-for-market-intel/#respond Mon, 11 Nov 2019 15:46:07 +0000 http://www.infillthinking.com/?p=28018 We listened to four public frac sand company conference calls last week. Here are the polished market intel points that we screened out from the raw feedstock of these calls. Feature image: Stack Sizer® wet sizing frac sand, courtesy of Derrick Corporation There’s a lot more to this story… Login to see the full update…  …

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We listened to four public frac sand company conference calls last week. Here are the polished market intel points that we screened out from the raw feedstock of these calls.

Feature image: Stack Sizer® wet sizing frac sand, courtesy of Derrick Corporation

There’s a lot more to this story…

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Interim Covia CEO “Won’t Be A Caretaker” – Meanwhile A HUGE Contract Buyout, Pricing, & Last Mile Talk… https://www.infillthinking.com/quick-thoughts/ceo-jenniffer-deckard-out-at-covia/ https://www.infillthinking.com/quick-thoughts/ceo-jenniffer-deckard-out-at-covia/#respond Thu, 09 May 2019 12:39:29 +0000 http://www.infillthinking.com/?p=26625 Big changes at the biggest sand company in the US. 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 …

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Big changes at the biggest sand company in the US.

There’s a lot more to this story…

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Speaking Thursday Morning, Covia Called The NWS Price Bottom [Live Blog Complete] https://www.infillthinking.com/infill-thoughts/covia-management-speaks-this-morning-here-are-the-key-takeaways-live/ https://www.infillthinking.com/infill-thoughts/covia-management-speaks-this-morning-here-are-the-key-takeaways-live/#respond Thu, 21 Mar 2019 12:28:33 +0000 https://www.infillthinking.com/?p=26240 Real-time takeaways – what you need to know as Covia speaks this morning… just the points with read-through for the industry… We live-blogged this conference call. 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 …

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Real-time takeaways – what you need to know as Covia speaks this morning… just the points with read-through for the industry… We live-blogged this conference call.

There’s a lot more to this story…

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Live Takeaways From The Covia Call Wednesday: Last Mile, Demand Forecast, In-Basin Ramp, and NWS Pricing Comments Were Notable https://www.infillthinking.com/infill-thoughts/the-covia-conference-call-is-about-to-get-underway-live-takeaways/ https://www.infillthinking.com/infill-thoughts/the-covia-conference-call-is-about-to-get-underway-live-takeaways/#respond Wed, 14 Nov 2018 13:18:12 +0000 https://www.infillthinking.com/?p=23196 Covia management is hosting their 3Q18 earnings conference on Wednesday morning. 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 …

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Covia management is hosting their 3Q18 earnings conference on Wednesday morning.

There’s a lot more to this story…

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Wind-Down Wednesday: Plant Closures Strike Eight “Out-Of-Basin” Frac Sand Mines https://www.infillthinking.com/quick-thoughts/wind-down-wednesday-plant-closures-strike-eight-out-of-basin-frac-sand-mines/ https://www.infillthinking.com/quick-thoughts/wind-down-wednesday-plant-closures-strike-eight-out-of-basin-frac-sand-mines/#respond Thu, 27 Sep 2018 01:24:00 +0000 https://www.infillthinking.com/?p=21906 Infill Thinking first reported talk of out-of-basin plant closures a month ago back in August. Here’s an excerpt from our “Zombie Plant” update on August 24: “Some NWS producers are evaluating plant closures and others may have actually already begun the mothballing process for some higher cost plants.” Infill Thinking, August 24, 2018 On Wednesday, …

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Infill Thinking first reported talk of out-of-basin plant closures a month ago back in August. Here’s an excerpt from our “Zombie Plant” update on August 24:

“Some NWS producers are evaluating plant closures and others may have actually already begun the mothballing process for some higher cost plants.” Infill Thinking, August 24, 2018

On Wednesday, two of the biggest established sand producers independently announced that a combined total of Xmm tons of capacity will be curtailed across X of their combined plants.

There’s a lot more to this story…

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Candid Covia CEO: “Oversupply Is Upon Us” https://www.infillthinking.com/infill-thoughts/candid-covia-ceo-oversupply-is-upon-us/ https://www.infillthinking.com/infill-thoughts/candid-covia-ceo-oversupply-is-upon-us/#respond Thu, 16 Aug 2018 01:25:02 +0000 https://www.infillthinking.com/?p=20445 Candid is probably the best word to describe Covia’s conference call yesterday. Management owned up to the oversupply in the frac sand market – a reckoning our reporting has foreshadowed for more than 12 months now. Here’s what you need to know from the call. There’s a lot more to this story… Login to see …

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Candid is probably the best word to describe Covia’s conference call yesterday.

Management owned up to the oversupply in the frac sand market – a reckoning our reporting has foreshadowed for more than 12 months now.

Here’s what you need to know from the call.

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 current subscription options at hello@infillthinking.com(Current members login here.)

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  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
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feature image courtesy: Covia

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