All Sectors Covered
Recent Sector Insights
NOW, Inc. (NYSE: DNOW)
Management Series · 23 Jan 2023
We hosted a fireside chat on December 14, 2022, with senior leadership of NOW, Inc. We were joined by David Cherechinsky, President, Chief Executive Officer, and Director, and Brad Wise, Vice President Digital Strategy and Investor Relations.
VAALCO Energy, Inc. (NYSE: EGY)
Initiation Of Coverage Report · 19 Dec 2022
• VAALCO is an Africa-focused exploration and production company whose primary focus has been on its producing asset offshore Gabon and exploration opportunities offshore Gabon and Equatorial Guinea. On October 14, 2022, VAALCO closed the stock-for-stock acquisition of TransGlobe Energy Corporati...
Evolution Petroleum Corp. (NYSE: EPM)
Management Series · 16 Dec 2022
We hosted a fireside chat on November 29, 2022, with Kelly Loyd, President, Chief Executive Officer, and a Director of Evolution Petroleum. Our discussion concentrated on Evolution’s strategy of driving total shareholder returns.
Earthstone Energy, Inc. (NYSE: ESTE)
Update Note · 12 Dec 2022
Acquisitions have positioned Earthstone to generate significant free cash flow. 4Q22 financial and operating results will be the first to include the cumulative effect of three major acquisitions that closed in the first eight months of 2022.
Talos Energy, Inc. (NYSE: TALO)
Update Note · 09 Dec 2022
The pending acquisition of EnVen Energy Corporation will expand Talos’s deepwater scale and increase the optionality of its exploration and development prospect portfolio.
Independence Contract Drilling, Inc. (NYSE: ICD)
Management Series · 08 Dec 2022
Water Tower Research hosted a fireside chat on November 17, 2022, with Anthony Gallegos, Director, President, and Chief Executive Officer of Independence Contract Drilling (ICD).
NOW, Inc. (NYSE: DNOW)
Fireside Chat: President, CEO, and Director David Cherechinsky and Vice President Digital Strategy and Investor Relations Brad Wise December 14, 2022, at 11:00 am ET
Fireside Chat Invitation · 07 Dec 2022
Please join us for a conversation with NOW, Inc. President, Chief Executive Officer, and Director David Cherechinsky and Vice President, Digital Strategy and Investor Relations Brad Wise on Wednesday, December 14, 2022, at 11:00 am ET. Our discussion will focus on DistributionNOW’s goal of being ...
Riley Exploration Permian, Inc. (NYSEAMERICAN: REPX)
Management Series · 30 Nov 2022
We hosted a fireside chat with senior leadership of Riley Exploration Permian on October 12, 2022. Participants included Riley President Kevin Riley and Chief Financial Officer Philip Riley.
Ring Energy, Inc. (NYSEAMERICAN: REI)
Initiation Of Coverage Report · 29 Nov 2022
On August 31, 2022, Ring closed the $465-million acquisition of assets from Stronghold Energy II Operating, LLC and Stronghold Energy II Royalties, LP. Funding was ~50% debt/equity.