Tag Archives: financial analysis

Analyzing Covia’s Latest Financial Projections

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

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Proppant Inventories Swell

Prior to 3Q18 earnings season, we singled out inventory trends for the frac sand producers as an underappreciated financial metric worth keeping an eye on. While many analysts do a good job of keeping up with volumes, pricing, and contribution margins, we believe that inventory balances and turns can also be …

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