Tag Archives: restructuring

This is a firm we’ve flagged as a potential restructuring candidate in several recent posts (most prominently in a newsletter last week when we wrote “all eyes turn to Covia to see if they announce restructuring”). Today, we provide analysis of the news… There’s a lot more to this story… …

With oilfield bankruptcy and restructuring news heating up into 2H20, the industry has fallen into low-cycle restructuring mode much more expediently than in prior cycles. We take a look at some interesting correleations and discuss what it might mean going forward in this chart of the day update… There’s a …

Several weeks ago and again on Tuesday, we highlighted a group of oilfield  firms that had yet to report 1Q20 earnings. We warned towards the end of the post that some might announce restructuring along with earnings. On Thursday, several of them did just that. One of them is the …

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A large frac sand producer has declared bankruptcy… 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 …

The “Summer Of Restructuring” continues in frac sand. This week, we identified a third Chapter 11 filing in the 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 …

Shale Support filed Chapter 11 last Thursday. In our coverage at the time, we noted they would not be alone in the bankruptcy camp for very long. We admittedly didn’t know they’d have company quite this fast though… Yesterday in bankruptcy court… There’s a lot more to this story… Login …

Restructuring continues in the frac sand industry, claiming another sand producer this week. Per the bankruptcy filing, the company owes total debts of… Details in the full report. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

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 …

After hearing some rumblings about changes at Preferred Sands over the past week or two from industry contacts, we were able to contact new management and received a statement about the changes. Specifically, management told us: ….. There’s a lot more to this story… Login to see the full update…  …