External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>CES Energy (CEU) is an asset lite oil field services company focused on drilling fluids and production chemicals</li><li>Trading at C$5.55 per share with a US$931MM market cap</li><li>Analysts project a 75% upside potential with a valuation of C$10 per share by FY25 due to expected mid-single digit earnings growth and cashflow return to shareholders at a 13% yield</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

CES Energy (CEU) is an asset lite oil field services company focused on drilling fluids and production chemicalsTrading at C$5.55 per share with a US$931MM market capAnalysts project a 75% upside potential with a valuation of C$10 per share by FY25 due to expected mid-single digit earnings growth and cashflow return to shareholders at a 13% yieldThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Ces Energy Solutions Corp (CEU.) - Tuesday, Apr 9, 2024

Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Thematic (Sector/Industry)

<ul><li>We expect oilfield service stocks to continue to outperform in 2023 and beyond based on supportive oil price fundamentals, rising capex levels amongst E&amp;Ps, and pricing power leading to margin expansion </li><li>Despite the sector’s strong fundamental tailwinds and the probability for a multi-year commodity supercycle, oilfield service companies are still trading at trough-level multiples In order to end the oil supply deficit, additional rigs are required to be deployed; providing organic growth and pricing power for oilfield service names.</li><li>This will create another year of margin expansion for oilfield service stocks as they take advantage of operating leverage.</li></ul>

We expect oilfield service stocks to continue to outperform in 2023 and beyond based on supportive oil price fundamentals, rising capex levels amongst E&amp;Ps, and pricing power leading to margin expansion Despite the sector’s strong fundamental tailwinds and the probability for a multi-year commodity supercycle, oilfield service companies are still trading at trough-level multiples In order to end the oil supply deficit, additional rigs are required to be deployed; providing organic growth and pricing power for oilfield service names.This will create another year of margin expansion for oilfield service stocks as they take advantage of operating leverage.

Oilfield Services: Another Great Year Ahead

Canada

CES Energy Solutions Corp. provides oilfield services. The Company offers fracturing, simulation, drilling fluid systems, laboratory testing, and transportation and logistic services. CES Energy Solutions operates in the United States and Canada.

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CES Energy Solutions (CEU CN)

Ces Energy Solutions Corp (CEU.) - Tuesday, Apr 9, 2024

CES Energy (CEU) is an asset lite oil field services company focused on drilling fluids and production chemicals. Trading at C$5.55 per share with...

Value Investors Club (VIC)

Oilfield Services: Another Great Year Ahead

We expect oilfield service stocks to continue to outperform in 2023 and beyond based on supportive oil price fundamentals, rising capex levels...

Atrium Research

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