FMSA Holdings Inc

Latest FMSA Holdings Inc News and Updates

  • uploads///Stock Prices
    Earnings Report

    WFT, FMSA, and SPN: Returns and Outlook after 3Q17

    WFT, SPN, and FMSA have significantly underperformed the SPDR S&P 500 ETF (SPY), which has produced 23.0% returns since November 3, 2016.

    By Alex Chamberlin
  • uploads///EBITDA Top
    Company & Industry Overviews

    Best Oilfield Service Stocks for 4Q16: Earnings Growth

    Wall Street analysts expect Flotek Industries (FTK) to register positive EBITDA (or earnings before interest, tax, depreciation & amortization) in 4Q16.

    By Alex Chamberlin
  • uploads///EPS
    Earnings Report

    What Do Analysts Expect from Flotek’s 4Q16 Earnings?

    In 4Q16, analysts expect Flotek Industries (FTK) to post an adjusted loss per share of ~$0.04.

    By Alex Chamberlin
  • uploads///EPS
    Earnings Report

    What Analysts Expect from Baker Hughes’s 1Q17 Earnings

    In 1Q17, analysts expect an adjusted loss of ~$0.19 per share for Baker Hughes (BHI), which is a 38% improvement over its adjusted loss of $0.30 per share in 4Q16.

    By Alex Chamberlin
  • uploads///EPS
    Earnings Report

    What Do Analysts Expect from Baker Hughes’s 4Q16 Earnings?

    In 4Q16, analysts expect an $0.11 adjusted loss per share for Baker Hughes. They expect Baker Hughes’s adjusted loss to improve 29% in the coming quarter.

    By Alex Chamberlin
  • uploads///analyst recom
    Energy & Utilities

    87% of Analysts Rate Hi-Crush Partners as a ‘Buy’

    Analysts surveyed by Reuters seem bullish on Hi-Crush Partners (HCLP) with 87% rating the MLP as a “buy” and the remaining 13% rating it a “hold.”

    By Rekha Khandelwal, CFA
  • uploads///Estimated Rev and Net Income
    Company & Industry Overviews

    What Is Patterson-UTI Energy’s Guidance on Its 4Q16 Results?

    On January 23, 2017, Patterson-UTI Energy (PTEN) provided an update on its revenues and earnings for 4Q16. PTEN expects its revenues to increase 20% to $247 million in 4Q16, compared to $206.3 million in 3Q16.

    By Alex Chamberlin
  • uploads///HAL
    Consumer

    How Halliburton’s Free Cash Flow Turned Around in 2Q17

    Halliburton’s (HAL) cash from operating activities (or CFO) in 2Q17 was a huge improvement over 2Q16 as well as an increase over 1Q17.

    By Alex Chamberlin
  • uploads///EPS Top
    Company & Industry Overviews

    Best Oilfield Services Stocks for 1Q17 by EPS Growth

    Among our group of OFS companies, analysts expect Halliburton (HAL) to see the highest rise in adjusted EPS in 1Q17.

    By Alex Chamberlin
  • uploads///Broker Recommendations
    Energy & Utilities

    Wall Street’s Forecasts for Fairmount Santrol after Its 3Q17 Earnings

    On November 2, 2017, after FMSA’s 3Q17 earnings were released, ~59% of the Wall Street analysts tracking Fairmount Santrol Holdings rated it as a “buy.”

    By Alex Chamberlin
  • uploads///featured image
    Energy & Utilities

    Hi-Crush Partners Has Outperformed Peers in 2018 So Far

    Hi-Crush Partners (HCLP) stock is up nearly 2% in 2018.

    By Rekha Khandelwal, CFA
  • uploads///Segments
    Energy & Utilities

    What Were Schlumberger’s Drivers in 2Q17?

    In 2Q17, Schlumberger reported a net loss of ~$74 million—a sharp improvement compared to 2Q16 when it reported a net loss of $2.16 billion.

    By Alex Chamberlin
  • uploads///Segments
    Materials

    What Affected Flotek Industries in 2Q17?

    We’ll now look into Flotek Industries’ (FTK) segment performance in 2Q17. Revenues in the Energy Chemistry Technology (or ECT) segment rose 2% in 2Q17 over a year ago.

    By Alex Chamberlin
  • uploads///Net Debt
    Company & Industry Overviews

    A Look at What’s Happening to Halliburton’s Debt

    In 4Q16, Halliburton’s total debt fell 19% compared to a year earlier, and its cash and marketable securities fell 60%. In effect, its net debt rose 59% to ~$8.4 billion as of December 30, 2016.

    By Alex Chamberlin
  • uploads///hclp will it continue to rise
    Earnings Report

    Why Hi-Crush Partners Is so Optimistic about Frac Sand Prices in 2017

    Hi-Crush Partners stock currently trades near $21.4—more than five times its price a year ago.

    By Rekha Khandelwal, CFA
  • uploads///SI
    Miscellaneous

    Gauging Short Interest in Keane Group as of May 25

    As of May 25, 2018, short interest in Keane Group (FRAC) as a percentage of its float was 13.4%, compared to 32.5% as of May 25, 2017.

    By Alex Chamberlin
  • uploads///SI
    Miscellaneous

    How NOW’s Short Interest Compares

    On May 23, short interest in NOW (DNOW) as a percentage of its float had risen 145% YoY (year-over-year) to 16.3% from 6.7%.

    By Alex Chamberlin
  • uploads///SI
    Energy & Utilities

    What’s the Short Interest in Helix Energy Solutions on May 10?

    Since May 10, 2017, short interest in HLX has gone down 15%.

    By Alex Chamberlin
  • uploads///Broker Recommendtions
    Energy & Utilities

    Analysts’ Forecasts for Schlumberger, Post-1Q18 Earnings Release

    In this article, we’ll look at Wall Street analysts’ forecasts for Schlumberger (SLB) following its 1Q18 earnings release.

    By Alex Chamberlin
  • uploads///SI
    Energy & Utilities

    Short Interest in Oil States International on April 18

    As of April 18, 2018, the short interest in Oil States International as a percentage of its float was 8.2%—compared to 10.3% as of April 18, 2017.

    By Alex Chamberlin
  • uploads///Broker Recommendations
    Energy & Utilities

    Schlumberger: Analysts’ Recommendations before 1Q18

    As of April 11, 2018, 78% of the analysts tracking Schlumberger rated it as a “buy,” ~19% rated it as a “hold,” and 3% rated it as a “sell.”

    By Alex Chamberlin
  • uploads///SI
    Consumer

    Short Interest in the Top 5 OFS Companies by Free Cash Flow

    Short interest in Schlumberger (SLB) as a percentage of its float was 1.7% on March 20, 2018, compared to 1.2% on March 20, 2017.

    By Alex Chamberlin
  • uploads///Broker Recommendations
    Energy & Utilities

    Analysts’ Recommendations: WFT, CRR, RES, FMSA, and SLCA

    Analysts’ consensus target price for U.S. Silica Holdings was ~$38.5 on March 14. U.S. Silica Holdings is trading near $26.3.

    By Alex Chamberlin
  • uploads///SI
    Energy & Utilities

    Short Interest in 2018: WFT, CRR, RES, FMSA, and SLCA

    The short interest in CARBO Ceramics (CRR) as a percentage of its float was 51.2% as of March 14, 2018—compared to 46.0% as of January 1, 2018.

    By Alex Chamberlin
  • uploads///FMSA
    Miscellaneous

    Fairmount Santrol Holdings Has Fallen 19% in 2018

    Fairmount Santrol Holdings’ (FMSA) YTD returns are -18.9% as of March 14, 2018. Fairmount Santrol Holdings has underperformed the US rig count.

    By Alex Chamberlin
  • uploads///oil pump jacks energy industry rig
    Energy & Utilities

    Ranking the 5 Worst OFS Companies by Market Returns in 2018

    As of March 14, 2018, Weatherford International (WFT) has seen the steepest YTD fall in stock prices in the OFS industry.

    By Alex Chamberlin
  • uploads///Broker Recommendations
    Energy & Utilities

    Wall Street Analysts’ Targets for FMSA, SPN, OIS, and NOV

    Only two sell-side analysts track Flotek Industries (FTK), as surveyed by Reuters. Both analysts recommended a “buy” or some equivalent on March 9, 2018.

    By Alex Chamberlin
  • uploads///Stock Prices
    Materials

    Returns from OFS Stocks Trading at a Discount

    Flotek Industries underperformed OIH in the past year. Since March 10, 2017, Flotek Industries stock has decreased ~44%.

    By Alex Chamberlin
  • uploads///oil pump jack sunset clouds
    Materials

    Ranking OFS Companies by Their Valuation Multiples

    Flotek Industries’ (FTK) forward EV-to-EBITDA multiple is at the steepest discount to its current EV-to-EBITDA multiple on March 9, 2018.

    By Alex Chamberlin
  • uploads///SI
    Energy & Utilities

    Short Interest in Nabors Industries on February 12

    On February 12, 2018, short interest in Nabors Industries (NBR) as a percentage of its float was 18.6% compared to 7.8% on February 13, 2017.

    By Alex Chamberlin
  • uploads///Broker Recommendations
    Energy & Utilities

    Wall Street’s Forecast for Schlumberger after 4Q17 Earnings

    Approximately 71% of the analysts tracking Schlumberger rated it as a “buy” or some equivalent on January 19, 2018.

    By Alex Chamberlin
  • uploads///Top
    Consumer

    Ranking the Top 5 Oilfield Companies by Free Cash Flow

    In 3Q17, the oilfield equipment and services (or OFS) industry has seen a mixed scenario. Some companies have generated strong positive free cash flow (or FCF), while some were free cash flow–negative.

    By Alex Chamberlin
  • uploads///analysts are bullish on frac sand cos
    Energy & Utilities

    Why 86% of Wall Street Analysts Rate Hi-Crush Partners a ‘Buy’

    Analysts’ consensus target price for Hi-Crush Partners (HCLP) for the next year is $16. The median target price implies a massive 57% price return over the next year, based on HCLP’s current price of $10.2.

    By Rekha Khandelwal, CFA
  • uploads///Net debt
    Consumer

    A Peek at Halliburton’s Post-3Q17 Net Debt

    Halliburton’s net debt In 3Q17, Halliburton’s (HAL) total debt fell 11% from the year prior, while its cash and marketable securities fell 42%. Its net debt remained at ~$9.0 billion. Despite a decrease in total debt, a steep decline in cash and marketable securities prevented any sharp fall in HAL’s net debt. Is HAL’s credit rating changing? Moody’s maintained Halliburton’s […]

    By Alex Chamberlin
  • uploads///FCF
    Energy & Utilities

    How Will Nabors Industries Use Its Free Cash Flow after 3Q17?

    Nabors Industries’ (NBR) cash from operating activities (or CFO) turned negative in 3Q17, compared to a positive CFO a year ago.

    By Alex Chamberlin
  • uploads///frac sand companies underperformed energy sector
    Company & Industry Overviews

    HCLP, EMES: Does the 2017 Fall Make Frac Sand MLPs Attractive?

    Emerge Energy Services (EMES) and Hi-Crush Partners (HCLP), which are frac sand MLPs, have fallen 45.0% and 60.0%, respectively, YTD (year-to-date).

    By Rekha Khandelwal, CFA
  • uploads///Net Debt
    Consumer

    Understanding Halliburton’s Net Debt after 2Q17

    In 2Q17, Halliburton’s (HAL) total debt fell 14% from 2Q16, while its cash and marketable securities fell 31%.

    By Alex Chamberlin
  • uploads///Capex and EBITDA margin
    Energy & Utilities

    Understanding Upstream Operators’ Capex and Nabors’s Margin in 2Q17

    Nabors Industries’ (NBR) EBITDA (earnings before interest, tax, depreciation, and amortization) margin fell to 21.6% in 2Q17 from 29% in 2Q16.

    By Alex Chamberlin
  • uploads///FCF
    Miscellaneous

    What Are Nabors Industries’ Capex Plans for 2017?

    Nabors Industries’ (NBR) cash from operating activities (or CFO) turned negative in 1Q17, compared to its positive CFO a year earlier.

    By Alex Chamberlin
  • uploads///Net debt
    Miscellaneous

    What’s Happening to Halliburton’s Net Debt?

    In 1Q17, Halliburton’s (HAL) total debt fell 29% compared to a year earlier, while its cash and marketable securities fell 78%.

    By Alex Chamberlin
  • uploads///emes outperformed frac sand peers
    Company & Industry Overviews

    What’s ahead for Frac Sand Producers?

    Frac sand producers Emerge Energy Services (EMES) and Hi-Crush Partners (HCLP) rose nearly 44% and 16%, respectively, over the last 12-month period.

    By Rekha Khandelwal, CFA
  • uploads///FCF
    Miscellaneous

    A Look at Patterson-UTI Energy’s Higher 2017 Capex Plan

    Patterson-UTI Energy’s capex budget for 2017 is $450.0 million. That’s 275.0% higher than its 2016 capex.

    By Alex Chamberlin
  • uploads///Upstream capex and Margin
    Miscellaneous

    Can Upstream Operators’ Capex Affect PTEN’s Margin in 2017?

    Some of the major US upstream and integrated companies have gradually reduced their capex following crude oil’s sharp price fall since mid-2014.

    By Alex Chamberlin
  • uploads///Revenue Split
    Miscellaneous

    What Were Schlumberger’s Drivers in 1Q17?

    Schlumberger’s (SLB) Latin America region witnessed the highest revenue decline (30% fall) in 1Q17—compared to 1Q16.

    By Alex Chamberlin
  • uploads///FCF
    Company & Industry Overviews

    Analyzing Halliburton’s Free Cash Flow and Capex Plan

    In this article, we’ll analyze how Halliburton’s (HAL) operating cash flows have trended over the past few quarters. We’ll also discuss its free cash flow (or FCF).

    By Alex Chamberlin
  • uploads///frac sand producers in the last one year
    Company & Industry Overviews

    HCLP, EMES: What’s Driving Frac Sand MLP Stocks?

    Frac sand–producing MLPs Hi-Crush Partners (HCLP) and Emerge Energy Services (EMES) have surged nearly 250% and 170%, respectively, over the last year.

    By Rekha Khandelwal, CFA
  • uploads///Capex and EBITDA
    Earnings Report

    Will Upstream Operators’ Capex Affect Nabors’ 4Q16 Margin?

    In the past couple of years, some of the major US upstream and integrated companies have reduced capital expenditure following crude oil prices’ sharp decline.

    By Alex Chamberlin
  • uploads///Upstream Capex and EBITDA
    Earnings Report

    Will Upstream Operators’ Capex Impact Tidewater’s Margin?

    In the past few years, some major US upstream and integrated companies reduced their capex following the sharp fall in crude oil prices.

    By Alex Chamberlin
  • uploads///Capex and Margin
    Earnings Report

    Will Upstream Operators’ Capex Affect Flotek’s 4Q16 Margin?

    In the past couple of years, some of the major US upstream and integrated companies have reduced capital expenditure as a result of crude oil’s sharp decline.

    By Alex Chamberlin
  • uploads///Broker Recco
    Company & Industry Overviews

    Are Analysts Changing Their Recommendations on Flotek Industries?

    Wall Street’s recommendations on Flotek Industries In this article, we’ll look at changes in Wall Street analysts’ recommendations for Flotek Industries (FTK) between September and December. Consensus rating for Flotek Industries In December so far, 100% of the analysts tracking Flotek Industries have rated it a “buy” or some equivalent. In comparison, approximately 83% of […]

    By Alex Chamberlin
  • uploads///Analysts Reccomendations
    Company & Industry Overviews

    Are Analysts Changing Recommendations for Halliburton?

    In December so far, 90% of the analysts tracking Halliburton rated it a “buy” or some equivalent.

    By Alex Chamberlin
  • uploads///FCF
    Company & Industry Overviews

    Why Did Halliburton’s Free Cash Flow Improve?

    Halliburton’s cash from operating activities (or CFO) turned positive in 3Q16.

    By Alex Chamberlin
  • uploads///Net Debt to EBITDA
    Company & Industry Overviews

    Is Halliburton’s Indebtedness on the Rise?

    In 3Q16, Halliburton’s net-debt-to-adjusted-EBITDA multiple was ~3.8x, or 251% higher than it was a year ago.

    By Alex Chamberlin
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