Big changes at the biggest sand company in the US. 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 …
Read More »Greg Lanham Joins The Sand Revolution
We spoke directly with ex-Solaris CEO Greg Lanham on Monday evening to learn more about his next move. 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 …
Read More »Weatherford Swipes Halliburton CFO, Strengthening Its Turnaround Story And Catching Everyone By Surprise
In an unexpected announcement Monday evening, Weatherford welcomed of Mark McCollum, Halliburton’s CFO, as its new permanent CEO and director. For Weatherford, choosing between interim CEO Krishna Shivram and McCollum was a win/win. Shivram impressed everyone during his stint at the helm, but McCollum is the stronger candidate. So when the board realized …
Read More »Weatherford’s New CEO Debuts Tomorrow – Food For Thought
On February 2, Weatherford’s new CEO Krishna Shivram will host his first earnings conference call as the boss of the company. This is a pivotal moment for the company. As Krishna unveils his strategic vision for the company tomorrow, he will usher in a new era, re-setting expectations for Weatherford for …
Read More »Weatherford Captures The “Bernard” Effect By Raising A Billion Bucks In 24 Hours
On Wednesday morning (11/16), Weatherford sold 84.5mm shares at $5.40/share in a registered direct equity offering for $456mm. Last week, Infill Thinking predicted that Weatherford would raise equity capital following the stock’s 33%+ gain on CEO Bernard Duroc-Danner’s departure. The market reacted positively to today’s equity raise, Weatherford’s stock rising another 3% …
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