Several weeks ago and again on Tuesday, we highlighted a group of oilfield firms that had yet to report 1Q20 earnings. We warned towards the end of the post that some might announce restructuring along with earnings. On Thursday, several of them did just that. One of them is the …
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 …
Read More »Chapter 11 For A Large Private Frac Sand Producer
A large frac sand producer has declared bankruptcy… 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 »Starting To Sound Like A Broken Record… But There’s ANOTHER Bankruptcy In Frac Sand
The “Summer Of Restructuring” continues in frac sand. This week, we identified a third Chapter 11 filing in the 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 a member. If you are …
Read More »2nd Frac Sand Bankruptcy In Less Than A Week As Restructuring Trend Gains Steam…
Shale Support filed Chapter 11 last Thursday. In our coverage at the time, we noted they would not be alone in the bankruptcy camp for very long. We admittedly didn’t know they’d have company quite this fast though… Yesterday in bankruptcy court… There’s a lot more to this story… Login …
Read More »Bankruptcy In Frac Sand
Restructuring continues in the frac sand industry, claiming another sand producer this week. Per the bankruptcy filing, the company owes total debts of… Details in the full report. 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 »What’s Next For Emerge?
Today’s news was widely expected. It’s what comes next that’s less clear. 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 …
Read More »A New Local Sand Entity Is Emerging From A Big Metamorphosis At Preferred [Exclusive]
After hearing some rumblings about changes at Preferred Sands over the past week or two from industry contacts, we were able to contact new management and received a statement about the changes. Specifically, management told us: ….. There’s a lot more to this story… Login to see the full update… …
Read More »U.S. Land To Offshore: Hold My Beer While I Send It [Guest Post]
Note: Each Friday in March, we are passing the keyboard to one of our readers to share perspective from the field. We hope you enjoy the thoughts these hand-picked contributors have to share. This week, former sell-side analyst Jeffrey Spittel joined us with a terrific look at the division in …
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