It’s been almost a year since this sand producer filed a quarterly or annual SEC filing. Here’s what we learned that is relevant to the broader proppant market… 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 »What’s Next For Emerge?
Today’s news was widely expected. It’s what comes next that’s less clear. 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 »Frac Sand Take-Or-Pay Contract Settlement Negotiations Intensify Amid Market Turmoil
Something Emerge Energy Services said about negotiations with contracted customers on their volumes this week stood out to 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 …
Read More »Synergizing Our San Antonio Site Visit Takeaways With Recent Emerge Energy Services Commentary
In April 2018, Infill Thinking’s research team had an opportunity to visit the new Emerge Energy Services plant in San Antonio and meet one-on-one with management to learn about operations there. Then in early-May, the company hosted their 1Q18 conference call. Blending what we learned from these two sources results …
Read More »5 Important Oilfield Market Takeaways From The Emerge Energy Services Call Monday
On the back of a strong conference call and roughly in-line 4Q17 results, Emerge Energy Services stock traded almost 7% higher yesterday. The following are some of our key takeaways from CEO Rick Shearer and his team’s commentary on the conference calls. These points include the latest progress on San …
Read More »