Tag Archives: bankruptcy

Here’s what we learned from a “repeat restructuring” E&P’s latest filings… 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, …

Some surprising things came to light this week regarding NWS’s value (or lack thereof), railcar rejections and the general sand market in a bankruptcy hearing yesterday that was not short on fireworks… There’s a lot more to this story… Login to see the full update…  To read this update and …

Like many of the other filings in recent weeks, Rosehill was one of about 20 names on the Infill Thinking bankruptcy watchlist published in May 2020. Here’s a few things we learned in their filing… There’s a lot more to this story… Login to see the full update…  To read …

A noteworthy point of contention in a big frac sand bankruptcy came to our attention this week… 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 …

With multiple large scale frac sand producers in the relatively early stages of CH 11 bankruptcy proceedings, we spent Thursday morning combing through court records for new market datapoints. The search was fruitful… There’s a lot more to this story… Login to see the full update…  To read this update …

Hot on the heels of an aggressive move by trade partners in another frac sand bankruptcy case, a similar movement could be brewing in the largest bankruptcy process going in this sector… There’s a lot more to this story… Login to see the full update…  To read this update and …

There are some interesting new developments in a big frac sand bankruptcy proceedings worth noting as other companies fall into Ch. 11 proceedings… 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. …

Three quick datapoints worth flagging this morning that didn’t give us quite enough content for full-bore research updates but are notable none-the-less: 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 …

Long awaited news materializes just before the deadline… 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 …

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… …