FTS International

FTSI-N

Analysis and Opinions about FTSI-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 8, 2019
(A Top Pick Mar 15/18, Down 38%) A US pressure pumper. His thought was this was the higher beta way to play through the service stocks. He sold it in May when it was obvious they were not performing the way he thought. This name had slightly higher financial leverage to its peers and was punished.
Show full opinionHide full opinion
(A Top Pick Mar 15/18, Down 38%) A US pressure pumper. His thought was this was the higher beta way to play through the service stocks. He sold it in May when it was obvious they were not performing the way he thought. This name had slightly higher financial leverage to its peers and was punished.
COMMENT
COMMENT
July 20, 2018

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.

Show full opinionHide full opinion

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.

HOLD
HOLD
June 11, 2018

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.

Show full opinionHide full opinion

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.

TOP PICK
TOP PICK
April 17, 2018

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$)

Show full opinionHide full opinion

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$)

TOP PICK
TOP PICK
March 15, 2018

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)

Show full opinionHide full opinion

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)

Showing 1 to 5 of 5 entries
  • «
  • 1
  • »