NATIONAL ENERGY SERVICES REU NESR

February 17, 2023 - 3:06pm EST by

member

						2023	2024
Price:		7.15		EPS		0	0
Shares Out. (in M):		93		P/E		0	0
Market Cap (in $M):		665		P/FCF		0	0
Net Debt (in $M):		250		EBIT		0	0
TEV (in $M):		915		TEV/EBIT		0	0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 2 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
5	member 1/12/24 9:46AM Update
I’m sharing a belated note on earnings and general update. Q3 revenue was -15%, gross profit -8%, and operating profit -44%, as financials normalized from the strong 2022 and the company reduced 2023 guidance. The... login to read the rest view available tags
4	member 10/27/23 10:47AM Re: Questions 3
1. I assume they do want to exit and a secondary is a reasonable way to do that, but I think they'd do so at higher prices. They filed this shelf in September 2021 (https://www.sec.gov/Archives/edgar/data/1641614/000110465921115483/tm2127425-1_s3.htm),... login to read the rest 2 view available tags
2	member 10/24/23 3:32PM Re: Terminal risk? 1
I don't see financial institutions, or any providers of debit or credit solutions (ie. neobanks, etc.) doing away with physical cards because it's a cheap form of advertising. For probably the next twenty years, we're... login to read the rest 3 view available tags

load more messages