Restructuring returns… 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 to discuss our current subscription options …
Read More »The Bankrupting Of Oilfield Service [Chart Of The Day]
Unsurprisingly, lawyers and restructuring advisors are the biggest winners in this mess. They are making out like bandits and harvesting a massive payday from the industry’s financial predicament. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Round Trip – Here Are The Debts Poised To Be Erased By An E&P’s Second Bankruptcy Filing In Four Years
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, …
Read More »Tallying Up The Damage As Another E&P From Our Bankruptcy Watchlist Files Chapter 11
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 …
Read More »Drama In A Big Frac Sand Bankruptcy Case, As Unsecured Creditors Demand Liquidation – Hearing Set For August
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. …
Read More »The Lost Quarter, Pressure Pumping M&A, & Another Distressed Firm On Our Watchlist Caves…
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 …
Read More »Hi-Crush Commences Chapter 11 Proceedings After Striking Productive Deals With Lenders & Lessors
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 …
Read More »Frac Sand’s Biggest Name From The Northern White Era Files Chapter 11 And Abandons Thousands Of Rail Cars
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… …
Read More »This Oil Price Drop Has Triggered A Nearly Simultaneous Restructuring Response
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 …
Read More »Still Waiting… Is A “Mini-Earnings Season” About To Commence?
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 to discuss our current subscription options at [email protected]. (Current …
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