February 2018 eNews

Sequeira Energy Synopsis – February 2018 Newsletter

Our Sequeira Oilfield Service Index declined 9% month-over-month to the end of February and was down 15% year-over-year. Q4 2017 earnings for many notable Canadian oilfield service providers have now been released, including Precision Drilling which beat expectations due to strong results out of the United States. On the pressure pumping side, Trican under-performed due to a combination of extreme …

November eNews

Sequeira Energy Synopsis – January 2018 Newsletter

Our Sequeira Oilfield Service Index rose 3% month-over-month to the end of January; however, recent volatility in the markets has caused our index to be down nearly 8% over the first half of February. Q4 earnings season for the super majors kicked off earlier in the month with NOV and Halliburton reporting stronger earnings than analyst consensus. Unfortunately, the same …

What’s the Deal? Q4 2017 – Industrials & Diversified Services Quarterly Review

Happy new year! With our last quarterly publication of 2017 we would like to introduce the Western Canadian Industrial Index, a proprietary tool for readers compiled by Sequeira Partners to show public company stock performance as an indicator of broader business trends in Western Canada. Looking into 2018, there is a lot to be optimistic about. We expect strong deal …

Aroon Sequeira on 2018: Looking ahead and it’s looking up

The start of another new year had me reflecting on my 35-plus years of practice. My career started in 1981, one year after the National Energy Program was announced as part of the federal budget; a response to the oil crises of the 1970s and the inflation and unemployment that followed. Since then, I’ve seen many ups and downs. Part …