随着压裂需求增加收入,NexTier 股价上涨

大卫·韦斯 一月 04, 2022

休斯顿(彭博社)——压裂供应商 NexTier Oilfield Solutions Inc. 披露高于预期的季度销售额,表明美国页岩钻探加速,股价飙升超过 20%。

这家总部位于休斯敦的泵供应商向地下喷射水、沙子和化学品,以裂开浸有油的岩石,该公司表示,第四季度收入增长了一倍多,达到至少 5 亿美元,比彭博社分析师预测的平均水平高出近 3%。民意调查。该股于纽约上午 10:14 跃升至 4.64 美元,创 2020 年 11 月以来最大盘中涨幅。

Tudor Pickering Holt & Co. 的分析师周二在给投资者的一份报告中写道:“预计许多其他人在第四季度也经历了这种趋势。” 业绩的改善“可能较少受到定价上涨的推动,更多的是由于截至年底的假期周/几个月的活动水平好于预期。”

虽然美国油田的活动在今年最后三个月通常会放缓,但勘探者正在竞相在二叠纪盆地和其他地方进行压裂井,预计未来几个月成本将会上升。NexTier 还在周一晚间的一份声明中表示,随着最新的 Covid-19 变种的传播,工人缺勤率正在上升。

原文链接/worldoil

NexTier stock jumps as frac demand swells revenue

David Wethe January 04, 2022

HOUSTON (Bloomberg) --NexTier Oilfield Solutions Inc. soared more than 20% after the frac provider disclosed higher-than-expected quarterly sales, signaling an acceleration in U.S. shale drilling.

The Houston-based provider of pumps that blast water, sand and chemicals underground to crack open oil-soaked rocks said fourth-quarter revenue more than doubled to at least $500 million, almost 3% above the average of analysts’ forecasts in a Bloomberg survey. The shares jumped to $4.64 at 10:14 a.m. in New York for the biggest intraday gain since November 2020.

“We expect many others also experienced this trend during Q4,” analysts at Tudor Pickering Holt & Co. wrote Tuesday in a note to investors. The improved performance was “likely driven less by pricing gains and more by better-than-expected activity levels through the holiday weeks/months into year-end.”

While activity in U.S. oilfields typically slows during the final three months of the year, explorers are racing to frack wells in the Permian Basin and elsewhere before an expected uptick in costs in coming months. NexTier also said in a late Monday statement that worker absenteeism is on the rise as the latest Covid-19 variant spreads.