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 …
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In our previous newsletter, we warned members about imminent management changes at a leading frac sand firm. Today, you’re going to get the rest of the story… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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A clearer picture begins to emerge about what Covia’s capital structure and financial statements will look like post-Chapter 11… 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 …
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In this update, we start with the new bankruptcies of the week before covering notable developments in several ongoing cases in the frac sand space. 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 …
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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, …
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It seems like every couple days another oilfield company declares Chapter 11. Against this bankruptcy backdrop, we consider the future of oilfield services… 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. …
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Quick notes from yet another… 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 …
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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, …
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The future of the frac supply chain’s competitive landscape is being rapidly reshaped by restructuring activity. Maintaining situational awareness in multiple fast-moving cases is key. And 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, …
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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 …
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Infill Thinking Lifting the O&G knowledge curve
