Sunday, December 1, 2024

CARBO Ceramics – Day Two Breakout Notes

Gary Kolstad, Chief Executive Officer of CARBO Ceramics (CRR), presented today at EnerCom’sThe Oil & Gas Conference®17. CARBO Ceramics and subsidiaries are a Houston, Texas based oilfield services technology company and  global market leader in providing oil and gas companies and oilfield service companies with the highest quality proppant, the industry-leading fracture stimulation software and industry-respected fracture design, engineering and consulting services. The Company also provides a broad range of technologies for spill prevention, containment and countermeasures, along with geotechnical monitoring.

During the company’s breakout session, management was asked the following questions:

  • You have recently been focused on R & D, any updates?
  • Could you talk something about the competitions of this industry?
  • Could you explain the differences of intellectual property between you and your Chinese competitors?
  • What is the marginal difference between operators of your field and operators in oil and gas field?
  • With prices coming down, your margin also goes down. What is your thought on this?

Click here for the CARBO webcast.


Important disclosures: The information provided herein is believed to be reliable; however, EnerCom, Inc. makes no representation or warranty as to its completeness or accuracy. EnerCom’s conclusions are based upon information gathered from sources deemed to be reliable. This note is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument of any company mentioned in this note. This note was prepared for general circulation and does not provide investment recommendations specific to individual investors. All readers of the note must make their own investment decisions based upon their specific investment objectives and financial situation utilizing their own financial advisors as they deem necessary. Investors should consider a company’s entire financial and operational structure in making any investment decisions. Past performance of any company discussed in this note should not be taken as an indication or guarantee of future results. EnerCom is a multi-disciplined management consulting services firm that regularly intends to seek business, or currently may be undertaking business, with companies covered on Oil & Gas 360®, and thereby seeks to receive compensation from these companies for its services. In addition, EnerCom, or its principals or employees, may have an economic interest in any of these companies. As a result, readers of EnerCom’s Oil & Gas 360® should be aware that the firm may have a conflict of interest that could affect the objectivity of this note. The company or companies covered in this note did not review the note prior to publication.

Share: