Every once in a while we “live-blog” earnings conference calls, sharing takeaways and highlighting what matters most seconds after management articulates their points. Today was one such occasion… and there were plenty of fireworks on this one. There’s a lot more to this story… Login to see the full update… …
Read More »Live Takeaways From The Covia Call Wednesday: Last Mile, Demand Forecast, In-Basin Ramp, and NWS Pricing Comments Were Notable
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, …
Read More »ProPetro Talks Frac Efficiency, Contracting Strategy, And Newbuilds For Next Year [Live Blog Complete]
We are live-blogging the most important comments with oilfield marketplace implications from the ProPetro call this 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 …
Read More »Real-Time Takeaways With Oilfield Market Implications From The Mammoth Call [Live Blog Complete]
We live-blogged the most important comments with oilfield marketplace implications from the Mammoth Energy Services call this 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 …
Read More »HAL Took A $3bn Market Cap Hit Before Breakfast On “Temporary” US Onshore Challenges [Live Blog Complete]
We live-blogged our key takeaways from the Halliburton earnings call on Monday 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 …
Read More »Frac Water Market Takeaways From The Select Energy Services Conference Call… [Live Blog Complete]
Live takeaways from Select’s 1Q18 earnings 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 …
Read More »FTS Int’l Says Frac Market Is Ebbing Not Flowing, Confirms Last Mile Conversion Datapoint [Live Blog Complete]
We live-blogged the FTS International conference call this morning, listening for oilfield marketplace implications (not so much financials or FTSI idiosyncratic issues). 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 …
Read More »US Silica Explains Permian Plant Delays, Says One Big Customer Has Switched Back To NWS [Live Blog Complete]
We live blogged our takeaways from the US Silica earnings conference call on Tuesday 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, …
Read More »Solaris Pushes The Pedal To The Metal In The Last Mile Arms Race [Live Blog Complete]
On Tuesday evening, Solaris reported 4Q17 earnings. On Wednesday morning, we live-blogged our takeaways as we listened to their 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 …
Read More »US Silica Conference Call Highlights [Live Blog Has Ended]
We live-blogged our notes and thoughts from the US Silica earnings conference call on 2/21/18… 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 …
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