US Silica Holdings Inc
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U.S. Silica Holdings: Recent Institutional Investor Activity
Combined, nine of the top ten investors added 2.4 million U.S. Silica Holdings shares to their positions in the fourth quarter.
Helmerich & Payne: Institutional Activity in Q4
Two Sigma Investments and Rothschild & Co Asset Management bought 0.8 million and 0.7 million Helmerich & Payne shares, respectively.
Energy Stocks: Top Outperformers Last Week
In the week ending February 22, Superior Energy Services (SPN) rose the most among the energy stocks under review in this series.
Analyzing Key Trends in the US Frac Sand Market
One of the US frac sand market’s main concerns is sand supply exceeding the demand.
Hi-Crush Partners Fell Due to Concerns about Frac Sand Demand
Hi-Crush Partners stock fell 7.8% on September 26 after the announcement that it will temporarily idle the dry plant operations at its Whitehall facility.
U.S. Silica Holdings’ Sand Volumes Are on the Rise
U.S. Silica Holdings’ (SLCA) operations are divided into two segments—Oil & Gas Proppants and Industrial & Specialty Products.
What May Drive U.S. Silica Holdings Stock?
While U.S. Silica Holdings stock has largely followed oil prices, that hasn’t been the case for more than a year now.
Will U.S. Silica Holdings Gain Upward Momentum?
In this series, we’ll discuss the operating and financial performances of U.S. Silica Holdings along with its valuation.
Weatherford International’s Short Interest on July 17
Short interest in Weatherford International (WFT) as a percentage of its float was 12.6% on July 17.
Short Interest in Halliburton on July 6
Short interest in Halliburton (HAL) as a percentage of its float was 1.47% on July 6, compared to 3.23% on July 6, 2017.
Will Upstream Capex Impact Baker Hughes’s Margin in Q2 2018?
From Q1 2017 to Q1 2018, the upstream companies constituting the Energy Select Sector SPDR ETF (XLE) boosted capex by 8%.
National Oilwell Varco Has the Most ‘Sell’ Ratings
Approximately 10% of the analysts tracking National Oilwell Varco have recommended a “sell” or some equivalent as of June 25.
What’s behind Helix Energy’s High ‘Buy’ Ratings?
Helix Energy Solutions Group (HLX) has the second-highest “buy” ratings assigned by sell-side analysts in the OFS industry.
Top Five Oilfield Equipment and Services Companies
According to Wall Street analysts’ ratings, Halliburton (HAL) has the highest “buy” or some equivalent rating in the OFS industry.
Returns of Top Five Oilfield Companies by Expected Revenue Growth
McDermott International (MDR), which sell-side analysts expect to achieve the highest revenue growth in Q2, has produced 3.6% YTD returns as of June 12.
The Top Five Oilfield Companies by Expected Revenue Growth in Q2
In this series, we’ll rank and analyze the top five OFS companies that are expected to generate the highest revenue growth in Q2 2018.
What Schlumberger’s Historical Valuations Suggest
On March 29, Schlumberger’s (SLB) stock price was 4.0% lower than on December 29, 2017.
Why National Oilwell Varco’s Free Cash Flow Turned Negative in Q1
National Oilwell Varco’s (NOV) CFO turned negative in the first quarter to -$129 million despite 3% higher year-over-year revenues.
Wall Street’s Forecasts for Weatherford after 1Q18 Earnings
In this article, we’ll look at Wall Street analysts’ forecasts for Weatherford International (WFT) stock following the company’s 1Q18 earnings release.
How National Oilwell Varco’s Short Interest Compares
Short interest in National Oilwell Varco (NOV) as a percentage of its float was 6.1% as of April 16, 2018.
What Wall Street Forecasts for Halliburton ahead of 1Q18 Earnings
As of January 16, 2018, 89% of Wall Street analysts tracking Halliburton rated it a “buy” or some equivalent.
Nabors Industries’ Revenues Could Increase in 1Q18
In 1Q18, Wall Street analysts expect to see 6.5% revenue growth for Nabors Industries—compared to 4Q17.
Top 5 OFS Companies by Expected Revenue Growth in 1Q18
On average, Wall Street analysts expect the OFS industry’s revenues, excluding offshore drillers, to shrink 1.3% in 1Q18—compared to 4Q17.
Why Nabors’s Free Cash Flow Turned Negative in 2017
Nabors Industries’ (NBR) cash from operating activities (or CFO) crashed 88% in 2017 versus 2016. NBR generated $62.8 million CFO in 2017.
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.”
Hi-Crush Partners Has Outperformed Peers in 2018 So Far
Hi-Crush Partners (HCLP) stock is up nearly 2% in 2018.
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.
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.
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.
FTK, SLCA, and SPN: Returns and Outlook for 1Q18
Since February 22, Flotek Industries’ (FTK) stock price has generated -56% returns as of February 21.
Which Energy Stocks Fell the Most Last Week?
On February 16–23, 2018, oilfield service stock U.S. Silica Holdings (SLCA) fell the most on our list of energy stocks.
Will Hi-Crush Partners Stock Gain Upward Momentum?
Hi-Crush Partners stock is trading 5% above its 50-day moving average and 19% above its 200-day moving average.
Short Interest in the Bottom OFS Companies by 4Q17 Earnings Growth
Short interest in Schlumberger (SLB) as a percentage of its float has increased to 1.7% on December 29, 2017, compared to 1.5% on September 29, 2017.
Worst Oilfield Services Growth Stocks with Respect to the Market
Weatherford International’s (WFT) stock price has fallen 16.0% through December 29, 2017, in the past year.
Short Interest in the Bottom 5 OFS Companies by Free Cash Flow
Short interest in Baker Hughes, a GE Company (BHGE) as a percentage of its float was 1.9% on December 22, 2017.
Ranking the Bottom 5 OFS Companies by Free Cash Flow
In this series, we’ll analyze the bottom five FCF generators in 3Q17 in the OFS industry, excluding the offshore drillers. We selected OFS companies with market capitalization exceeding $100 million.
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.
HCLP and EMES: Frac Sand MLPs Fell More than 40% in 2017
Frac-sand MLPs Emerge Energy Services (EMES) and Hi-Crush Partners (HCLP) are down more than 40% so far in 2017. In comparison, Fairmount Santrol Holdings (FMSA) is down 55% and U.S. Silica Holdings (SLCA) is down 39%.
Connecting Upstream Operators’ Capex with PTEN’s Margin
From 2Q17 to 3Q17, Patterson-UTI Energy’s (PTEN) EBITDA margin rose from 22.5% to 24.5%. The EBITDA margin measures a company’s operating earnings.
Top 5 Oilfield Stocks: Expected Earnings per Share Growth
National Oilwell Varco National Oilwell Varco (NOV) could see ~44% EPS growth between 2Q17 and 3Q17. Its Rig Aftermarket segment’s revenue and margin are expected to grow in 3Q17, while its Completion & Production Solutions segment’s onshore margins are expected to contract due to a high percentage of lower-margin products and adverse movements in foreign exchanges. […]
HCLP, EMES: What Frac Sand MLP Valuations Indicate
The forward EV-to-EBITDA ratios for Hi-Crush Partners (HCLP) and Emerge Energy Services (EMES) are ~4.0x and ~5.0x, respectively.
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).
What Wall Street Analysts Recommend for HCLP and EMES
Analysts’ average target price for Hi-Crush Partners for the next year is $25.1. The average target price implies a 37% return over the next year based on HCLP’s current price of $18.3.
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.
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.
Hi-Crush Partners’ Higher Frac Sand Volumes in 4Q16
Hi-Crush Partners’ 4Q16 EBITDA of $0.1 million is higher than its -$2.9 million in 3Q16 but lower than its $17.4 million in 4Q15.
What Do EMES’s and HCLP’s Cash Flow Measures Indicate?
EMES and HCLP haven’t paid any distributions since the second quarter of 2015.
What Do Frac Sand Volumes for EMES and HCLP Indicate?
Frac sand volumes were positively impacted in the second half of 2016 by the rise in energy commodity prices and US rig counts.
What Does the Future Hold for HCLP and EMES?
Analysts’ median target price for Hi-Crush Partners (HCLP) for the next year is $10.5.
What Investors Should Know about Emerge Energy Services
Emerge Energy Services has a net debt-to-EBITDA ratio of 8.6. This indicates significantly high leverage. It hasn’t been generating available cash to distribute.
Why Oil Services ETF OIH Mirrored XOP Last Week
The VanEck Vectors Oil Services ETF (OIH) fell 1.75% in the week ended September 11. This ETF tracks an index of the top 25 US-listed oilfield equipment and services (or OFS) companies.