Recent deal news equals +1, -1 public company in midstream of water! 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 …
Read More »Northeastern Shale E&P IPO – Key Points To Know About Infinity Natural Resources
Things to know about a soon-to-be-public northeastern E&P operator… 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 …
Read More »Oilfield Water IPO Underscores The Unique Relationship Between Land & Produced Water
New disclosures shed light on an interesting concept in oilfield water management. 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 …
Read More »Alpine Silica Spinco… Standalone Frac Sand Going Public Again?
Quick thoughts on a potential new ipo in the proppant space… 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 »Atlas IPO Has Priced. Started Trading On A Tough Thursday [Updated for day one trading]
This is a developing story… 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 »Atlas Launches IPO With Bullish Read-Through For Frac Sand Sector
This is a developing story… 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 »Atlas Sand Plant Utilization Approached 100% Of Nameplate In 2022 & Other IPO Takeaways
The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Atlas Files IPO, +5mmtpa Permian Sand Capacity, $400mm Conveyor Price Tag, Autonomous Wellsite Delivery & more!
This is a developing story… 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 »A New Hire Datapoint Seems Consistent With The Frac Sand IPO Rumor Du Jour
We are tracking a developing story with corporate finance implications in the frac sand space… 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 …
Read More »Reuters Says Atlas Sand Is Considering IPO, Valuing Company At Two To Three Billion Dollars
This is a developing story… 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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