FTS International (FTSI)

Cash flow is being crimped and contraction of demand. Nobody wants to own pressure pumper stocks now. May do well if take a 2 year view. He would have a zero exposure in the US.

A pressure pumper in the US that merged out of bankruptcy. He changed his mind on them a few months ago. Two US banks have come out defending these companies so he would not sell yet.

This is a newly public U.S. based pressure pumper. They haven’t even done an investor conference yet. No one has heard of it. It trades at 2.2x EBITDA, 35% free cash flow yield, which they are applying to rapidly pay down debt. (Analysts’ price target is 28.44$)

An exciting, new stock. An American pressure pumper that endured bankruptcy. Possessese high-equality equipment and in-house manufacturing. Their margin is higher than their peers. Off the radar, and trading at a great valuation. 36% free cash flow for 2019. Nearly 50% upside. (Analysts' target of $29.33)