Tag Archives: recovery

Here Come The Guidance Raises In Oilfield Services

In an interim update posted this morning, oilfield chemical supplier Flotek positively revised its outlook to account for a more constructive US drilling and completions market as 2016 winds down. Last week we wrote about how the consensus 4Q slump is a no show this year. Flotek’s announcement provides confirmation and …

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Did You Catch Halliburton’s Big Tone Shift? It Signals A “Roll Up Your Sleeves” Sort Of Recovery Ahead

An important tone shift in how Halliburton addressed investors Wednesday morning foreshadows a different type of recovery ahead. Reading between the lines, we’ve dubbed the upcycle of the future a “roll up your sleeves” recovery. What will oilfield companies have to do to achieve prior KPIs in the recovery ahead? We discuss that and more… There’s …

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At The Cusp Of 3Q16 EPS Season, The Worm Has Finally Turned

Oilfield earnings season begins this week with Halliburton’s conference call. The tone on this upcoming round of calls is likely to be more positive than any time in recent memory. In this Thinking Ahead we outline key calls to monitor and discuss seven key themes we expect to be prevalent during the imminent earnings season. …

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