Buy Or Sell Opportunity • May 22
Now 20% undervalued Over the last 90 days, the stock has risen 5.7% to €13.00. The fair value is estimated to be €16.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 34% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 13% in a year. Earnings are forecast to grow by 32% in the next year. Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Joe Cutillo was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • May 03
Npk International Inc. Raises Earnings Guidance for the Year 2026 NPK International Inc. raised earnings guidance for the year 2026. For the year, the company expects Revenues in a range of $310 million to $325 million. Announcement • Apr 17
NPK International Inc. to Report Q1, 2026 Results on Apr 30, 2026 NPK International Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026 Announcement • Apr 10
NPK International Inc., Annual General Meeting, May 20, 2026 NPK International Inc., Annual General Meeting, May 20, 2026. Location: 9320 lakeside blvd, suite 100, the woodlands, tx 77381, United States Announcement • Feb 26
NPK International Inc. Provides Earnings Guidance for Full Year 2026 NPK International Inc. provided earnings guidance for full year 2026. The company provides full year 2026 revenue guidance of $305 million - $325 million. Announcement • Feb 12
NPK International Inc. to Report Q4, 2025 Results on Feb 25, 2026 NPK International Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026 Announcement • Nov 25
NPK International Inc. (NYSE:NPKI) acquired Grassform Plant Hire Limited from Mark John Dunning, Simon Peter Dunning, and Suzanne Dunning for €41.1 million. NPK International Inc. (NYSE:NPKI) entered into a share sale and purchase agreement to acquire Grassform Plant Hire Limited from Mark John Dunning, Simon Peter Dunning, and Suzanne Dunning for €41.1 million on November 24, 2025. A cash consideration of €35.22 million will be paid by NPK International Inc. As part of consideration, €35.22 million is paid towards common equity of Grassform Plant Hire Limited. Additional potential consideration may also be payable based upon improvements in Grassform’s trailing twelve-month performance through its current financial year-end, February 28, 2026. The consideration is subject to customary post-closing adjustments pursuant to completion accounts and certain other adjustment mechanisms. The transaction will be funded primarily using cash on-hand, along with approximately $10 million (€8.68 million) of borrowings under the Company’s U.S. credit facility.
For the period ending October 31, 2025, Grassform Plant Hire Limited reported total revenue of €15 million and EBITDA of €6.04 million.
Shoosmiths LLP acted as legal advisor for NPK International Inc. Birketts LLP acted as legal advisor for Mark John Dunning, Simon Peter Dunning, and Suzanne Dunning.
NPK International Inc. (NYSE:NPKI) completed the acquisition of Grassform Plant Hire Limited from Mark John Dunning, Simon Peter Dunning, and Suzanne Dunning on November 24, 2025. Announcement • Nov 13
NPK International Inc. Announces Executive Changes On November 10, 2025, NPK International Inc. announced that Gregg S. Piontek, age 55, the Company’s Senior Vice President and Chief Financial Officer will be assuming the role of the Company’s principal accounting officer effective immediately. As part of the Company’s efforts to streamline the organization and cost structure, Douglas L. White, the Company’s Vice President, Chief Accounting Officer and Treasurer, will step down from his Chief Accounting Officer role on such date and will continue as a non-executive employee to assist in the transition of his role and responsibilities through Spring 2026. Mr. Piontek has served as the Company’s Chief Financial Officer since October 2011. He joined the Company in April 2007 as Vice President, Controller and Chief Accounting Officer and served in this capacity until October 2011. Before joining the Company, Mr. Piontek served in various financial roles for Stewart & Stevenson Services Inc. and Stewart & Stevenson, LLC from June 2001 through March 2007, including Divisional Controller, Assistant Corporate Controller and as Vice President and Chief Accounting Officer. Prior to that, Mr. Piontek served in various financial roles at General Electric, CNH Global N.V. and Deloitte & Touche LLP. Announcement • Oct 31
NPK International Inc. Raises Earnings Guidance for the Full Year of 2025 NPK International Inc. raised earnings guidance for the full year of 2025. For the year, the company expects revenues to be in a range of $268 million to $272 million. Announcement • Oct 20
NPK International Inc. to Report Q3, 2025 Results on Oct 30, 2025 NPK International Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025 Announcement • Aug 21
NPK International Inc. Announces Resignation of Donald Young from Board of Directors Donald Young notified NPK International Inc. (“NPK” or “Company”) that, effective August 19, 2025, he is resigning from the Company’s Board of Directors (the “Board”) to devote more time to his rapidly expanding personal businesses. Mr. Young served as the Chairman of the Board’s Compensation Committee and was a member of the Board’s Audit and Environmental, Social and Governance Committees. Mr. Young’s resignation from the Board is not the result of any disagreement with the Company on any matters relating to the Company’s operations, policies or practices. Announcement • Aug 06
NPK International Inc. Raises Earnings Guidance for the Full Year of 2025 NPK International Inc. raised earnings guidance for the full year of 2025. For the year, based on its strong first half performance and visibility into continued momentum into the second half, the company expects revenues to be in a range of $250 million to $260 million. Announcement • Jul 22
NPK International Inc. to Report Q2, 2025 Results on Aug 05, 2025 NPK International Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025 Announcement • Jun 26
Newpark Fluids Systems Announces Executive Changes Newpark Fluids Systems announced several key additions to the Company’s executive leadership and Board of Directors. These strategic appointments, along with significant capital investments, including the development of a leading liquid mud facility in West Texas and a new technology center of excellence in Saudi Arabia, underscore Newpark’s commitment to operational excellence, customer value, and accelerated global growth following its acquisition in 2024. Nathan Snoke has joined Newpark Fluids Systems as Senior Vice President, Western Hemisphere bringing nearly two decades of predominantly North American oilfield experience to his role, most recently holding operational and commercial leadership positions with Halliburton and Flotek. He has worked across every major U.S. shale play—from the Rockies and Permian to the Marcellus and Haynesville—developing a deep understanding of basin-specific challenges and customer needs. In addition to this key executive hire, Newpark has expanded its Board of Directors with the following senior industry leaders: Robert West – Former CEO of Anchor Drilling Fluids, Robert brings over 50 years of leadership in the oil and gas industry. During his tenure at Anchor, he guided the company from $25 million to nearly $500 million in revenue, overseeing significant growth and strategic acquisitions. W. Quentin Dyson – Most recently Senior Vice President of Operations at Southwestern Energy, Quentin brings 30+ years of experience leading engineering and field operations across drilling, completions, and integrated services. Quentin also held senior roles at EP Energy, BP, and Schlumberger. Richard Barker – EVP and CFO at Noble Corporation, Richard has a deep financial and strategic background from his 15-year investment banking career at Moelis & Company and JPMorgan. Announcement • May 02
NPK International Inc. Raises Financial Guidance for the Full Year 2025 NPK International Inc. raised financial guidance for the full year 2025. For the year, the company expects revenues in a range of $240 million to $252 million. Announcement • Apr 17
NPK International Inc. to Report Q1, 2025 Results on May 01, 2025 NPK International Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025 Announcement • Apr 07
NPK International Inc., Annual General Meeting, May 15, 2025 NPK International Inc., Annual General Meeting, May 15, 2025. Location: 9320 lakeside blvd, suite 100, the woodlands, tx 77381, United States Announcement • Mar 11
NPK International Inc. Appoints Joseph A. Cutillo as New Member to the Board of Directors and Serve as A Member of Audit Committee, Compensation Committee, and Environmental, Social and Governance Committee NPK International Inc. announced that Joseph A. Cutillo has been appointed as a new member to its board of directors, effective March 10, 2025. Mr. Cutillo brings over 30 years of experience in strategy and operations associated with the development of critical infrastructure, transportation and datacenter construction projects. He has served as the Chief Executive Officer of Sterling Infrastructure Inc. since 2017. Prior to his appointment as Chief Executive Officer of Sterling, Mr. Cutillo held varying positions of increasing responsibility at Sterling, including Vice President, Strategy & Business Development, Executive Vice President and Chief Business Development Officer and President. Prior to joining Sterling, Mr. Cutillo was President and Chief Executive Officer of Inland Pipe Rehabilitation LLC, a private equity-backed trenchless pipe rehabilitation company, from August 2008 to October 2015. Mr. Cutillo currently serves on the board and executive committee of the American Road and Transportation Builders Association and as a member of the Northeastern University Civil and Environmental Engineering Industry Advisory Board. In December 2024, Mr. Cutillo was appointed to the Working Group on Covered Resources for the Federal Highway Administration. He holds a B.S. in Mechanical Engineering from Northeastern University, where he was a member of the National Honor Society for Mechanical Engineers. Mr. Cutillo will also serve as a member of NPK’s Audit Committee, Compensation Committee, and Environmental, Social and Governance Committee. Announcement • Feb 27
NPK International Inc. Provides Earnings Guidance for the Full Year 2025 NPK International Inc. provided earnings guidance for the full year 2025. For the year, the company expects revenues in a range of $230 million to $250 million. Announcement • Feb 14
NPK International Inc. to Report Q4, 2024 Results on Feb 26, 2025 NPK International Inc. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025 Reported Earnings • Nov 09
Third quarter 2024 earnings released: EPS: US$0.17 (vs US$0.089 in 3Q 2023) Third quarter 2024 results: EPS: US$0.17 (up from US$0.089 in 3Q 2023). Revenue: US$44.2m (down 78% from 3Q 2023). Net income: US$14.9m (up 94% from 3Q 2023). Profit margin: 34% (up from 3.9% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 48% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Announcement • Nov 08
Newpark Resources, Inc. Provides Earnings Guidance for the Full Year 2024 Newpark Resources, Inc. provided earnings guidance for the full year 2024. For the year 2024, the company expects Industrial Solutions segment revenue in a range of $217 million to $223 million. Announcement • Oct 25
Newpark Resources, Inc. to Report Q3, 2024 Results on Nov 07, 2024 Newpark Resources, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024 New Risk • Aug 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 06
Second quarter 2024 earnings released: EPS: US$0.094 (vs US$0.02 in 2Q 2023) Second quarter 2024 results: EPS: US$0.094 (up from US$0.02 in 2Q 2023). Revenue: US$179.0m (down 2.3% from 2Q 2023). Net income: US$8.04m (up 372% from 2Q 2023). Profit margin: 4.5% (up from 0.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €6.45, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.40 per share. Announcement • Jul 18
Newpark Resources, Inc. to Report Q2, 2024 Results on Aug 05, 2024 Newpark Resources, Inc. announced that they will report Q2, 2024 results After-Market on Aug 05, 2024 Reported Earnings • May 03
First quarter 2024 earnings released: EPS: US$0.086 (vs US$0.063 in 1Q 2023) First quarter 2024 results: EPS: US$0.086 (up from US$0.063 in 1Q 2023). Revenue: US$169.1m (down 16% from 1Q 2023). Net income: US$7.29m (up 30% from 1Q 2023). Profit margin: 4.3% (up from 2.8% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Announcement • Apr 20
Newpark Resources, Inc. to Report Q1, 2024 Results on May 02, 2024 Newpark Resources, Inc. announced that they will report Q1, 2024 results After-Market on May 02, 2024 Announcement • Apr 05
Newpark Resources, Inc., Annual General Meeting, May 16, 2024 Newpark Resources, Inc., Annual General Meeting, May 16, 2024, at 09:00 Central Standard Time. Location: at the Newpark Technology Center, located at 21290 Merchants Way, Katy Texas United States Agenda: To consider election of Directors; to consider advisory vote to approve named executive officer compensation; to consider Ratification Of Appointment Of Independent Registered Public Accounting Firm; to consider Approval Of the Proposed Amendment to the Company's Restated Certificate Of Incorporation To Limit The Liability Of Officers As Permitted By Law. Reported Earnings • Feb 22
Full year 2023 earnings released: EPS: US$0.17 (vs US$0.23 loss in FY 2022) Full year 2023 results: EPS: US$0.17 (up from US$0.23 loss in FY 2022). Revenue: US$749.6m (down 8.1% from FY 2022). Net income: US$14.5m (up US$35.4m from FY 2022). Profit margin: 1.9% (up from net loss in FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 1.7% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Announcement • Feb 22
Newpark Resources, Inc. (NYSE:NR) announces an Equity Buyback for $50 million worth of its shares. Newpark Resources, Inc. (NYSE:NR) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares. Announcement • Feb 02
Newpark Resources, Inc. to Report Q4, 2023 Results on Feb 21, 2024 Newpark Resources, Inc. announced that they will report Q4, 2023 results After-Market on Feb 21, 2024 Announcement • Nov 01
Newpark Resources, Inc. Provides Revenue Guidance for the Fourth Quarter 2023 Newpark Resources, Inc. provided revenue guidance for the fourth quarter 2023. For the quarter, the company expected Industrial Solutions segment revenue in a range of $54-$60 million and Fluids Systems segment revenue in a range of $110-$120 million. Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: US$0.089 (vs US$0.26 loss in 3Q 2022) Third quarter 2023 results: EPS: US$0.089 (up from US$0.26 loss in 3Q 2022). Revenue: US$198.5m (down 9.7% from 3Q 2022). Net income: US$7.67m (up US$32.3m from 3Q 2022). Profit margin: 3.9% (up from net loss in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has increased by 111% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 19
Newpark Resources, Inc. to Report Q3, 2023 Results on Oct 31, 2023 Newpark Resources, Inc. announced that they will report Q3, 2023 results After-Market on Oct 31, 2023 Reported Earnings • Aug 02
Second quarter 2023 earnings released: EPS: US$0.02 (vs US$0.084 loss in 2Q 2022) Second quarter 2023 results: EPS: US$0.02 (up from US$0.084 loss in 2Q 2022). Revenue: US$183.3m (down 5.6% from 2Q 2022). Net income: US$1.70m (up US$9.45m from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth. Announcement • Jul 22
Newpark Resources, Inc. to Report Q2, 2023 Results on Aug 01, 2023 Newpark Resources, Inc. announced that they will report Q2, 2023 results on Aug 01, 2023 Reported Earnings • May 03
First quarter 2023 earnings released: EPS: US$0.063 (vs US$0.027 in 1Q 2022) First quarter 2023 results: EPS: US$0.063 (up from US$0.027 in 1Q 2022). Revenue: US$200.0m (up 13% from 1Q 2022). Net income: US$5.62m (up 123% from 1Q 2022). Profit margin: 2.8% (up from 1.4% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 40% per year whereas the company’s share price has increased by 41% per year. Reported Earnings • Mar 02
Full year 2022 earnings released: US$0.23 loss per share (vs US$0.28 loss in FY 2021) Full year 2022 results: US$0.23 loss per share (improved from US$0.28 loss in FY 2021). Revenue: US$815.6m (up 33% from FY 2021). Net loss: US$20.8m (loss narrowed 18% from FY 2021). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • Jan 18
Newpark Resources, Inc. to Report Q4, 2022 Results on Feb 16, 2023 Newpark Resources, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 16, 2023 Announcement • Dec 03
Newpark Resources, Inc. Announces Resignation of Anthony J. Best from the Board Immediately Following the Company's Upcoming Annual Meeting of Stockholders in May 2023 Newpark Resources, Inc. announced that Anthony J. Best, who has served as an independent member of the Company's Board of Directors since 2014, and Chairman of the Board since 2018, informed the Company that he has chosen not to stand for re-election and instead retire from the Board immediately following the Company's upcoming Annual Meeting of Stockholders in May 2023. No decision has been made by the Board regarding the succession of the Chairman position following Mr. Best's retirement. Effective upon Mr. Best's retirement, the Board has determined to reduce its size from eight directors to seven directors. Announcement • Dec 02
Newpark Resources, Inc Announces Closing of U.S. Mineral Grinding Business and Conroe, Texas Blending Facility Transactions Newpark Resources, Inc. announced it has completed the previously announced sale of substantially all the long-lived assets, inventory and operations of its Excalibar mineral grinding business to Cimbar Resources, INC. Separately, the Company announced it has also completed the sale of the Conroe, Texas blending and warehouse facility. Combined, these divestitures are expected to generate net cash of nearly $80 million, including a combined $63 million of net cash proceeds received at closing, along with cash generated from the ongoing wind-down of working capital. The proceeds are expected to be used for general corporate purposes, including debt reduction, investment in higher returning opportunities, and the return of value to shareholders through share repurchases. Newpark Resources, Inc. is a geographically diversified supplier providing environmentally-sensitive products, as well as rentals and services to a variety of industries, including oil and gas exploration, electrical transmission & distribution, pipeline, renewable energy, petrochemical, construction, and other industries. Recent Insider Transactions • Nov 22
Independent Director recently bought €115k worth of stock On the 21st of November, Donald Young bought around 30k shares on-market at roughly €3.85 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €1.3m. Insiders have collectively bought €2.8m more in shares than they have sold in the last 12 months. Reported Earnings • Nov 03
Third quarter 2022 earnings released: US$0.26 loss per share (vs US$0.11 loss in 3Q 2021) Third quarter 2022 results: US$0.26 loss per share (further deteriorated from US$0.11 loss in 3Q 2021). Revenue: US$219.9m (up 45% from 3Q 2021). Net loss: US$24.6m (loss widened 135% from 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings. Announcement • Oct 21
Cimbar Resources, INC. has entered into a definitive agreement to acquire U.S. Mineral grinding business of Newpark Resources, Inc. Cimbar Resources, INC. has entered into a definitive agreement to acquire U.S. Mineral grinding business of Newpark Resources, Inc. on October 20, 2022. Transaction id subject to the closing conditions. The sale is expected to close in the fourth quarter of 2022. PPHB is serving as financial advisor and Culhane Meadows PLLC is serving as legal advisor to Newpark in this transaction. Announcement • Oct 12
Newpark Resources, Inc. to Report Q3, 2022 Results on Nov 01, 2022 Newpark Resources, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 01, 2022 Recent Insider Transactions • Sep 02
Insider recently bought €1.3m worth of stock On the 31st of August, Bradley Radoff bought around 1m shares on-market at roughly €1.06 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €2.6m more in shares than they have sold in the last 12 months. Reported Earnings • Aug 03
Second quarter 2022 earnings released: US$0.084 loss per share (vs US$0.066 loss in 2Q 2021) Second quarter 2022 results: US$0.084 loss per share (down from US$0.066 loss in 2Q 2021). Revenue: US$194.1m (up 37% from 2Q 2021). Net loss: US$7.75m (loss widened 29% from 2Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings. Recent Insider Transactions • Jul 08
Insider recently bought €298k worth of stock On the 5th of July, Bradley Radoff bought around 968k shares on-market at roughly €0.31 per share. In the last 3 months, they made an even bigger purchase worth €1.0m. Insiders have collectively bought €962k more in shares than they have sold in the last 12 months. Announcement • Jul 07
Newpark Resources, Inc. to Report Q2, 2022 Results on Aug 02, 2022 Newpark Resources, Inc. announced that they will report Q2, 2022 results After-Market on Aug 02, 2022 Recent Insider Transactions • May 11
Independent Director recently bought €231k worth of stock On the 9th of May, Donald Young bought around 68k shares on-market at roughly €3.37 per share. In the last 3 months, there was an even bigger purchase from another insider worth €1.0m. Insiders have collectively bought €1.3m more in shares than they have sold in the last 12 months. Reported Earnings • May 05
First quarter 2022 earnings released: EPS: US$0.027 (vs US$0.059 loss in 1Q 2021) First quarter 2022 results: EPS: US$0.027 (up from US$0.059 loss in 1Q 2021). Revenue: US$176.4m (up 25% from 1Q 2021). Net income: US$2.52m (up US$7.88m from 1Q 2021). Profit margin: 1.4% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings. Recent Insider Transactions • Apr 27
Insider recently bought €1.0m worth of stock On the 20th of April, Bradley Radoff bought around 1m shares on-market at roughly €0.94 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.1m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Apr 23
Insider recently bought €1.0m worth of stock On the 20th of April, Bradley Radoff bought around 1m shares on-market at roughly €0.94 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.1m more in shares than they have sold in the last 12 months. Announcement • Mar 03
Newpark Resources, Inc. Appoints Claudia M. Meer as Member to Board of Directors Newpark Resources, Inc. announced that, consistent with the Company's announcement on February 18, 2022, its Board of Directors has appointed Claudia M. Meer as a new independent Board member, effective today. Ms. Meer's appointment is part of the Environmental, Social and Governance ("ESG") Committee's efforts in recent years to ensure that the Board's composition includes diverse perspectives and skillsets that are aligned with shareholder expectations and the Company's evolving business and strategy. Ms. Meer has extensive cleantech and energy transition experience, most recently serving as Chief Investment Officer and CFO, of AlphaStruxure, an EaaS joint venture between The Carlyle Group and Schneider Electric, formed to develop and fund clean energy infrastructure. Announcement • Feb 19
Newpark Resources, Inc. Appoints Donald "Donnie" Young to the Board of Directors, Effective March 1, 2022 Newpark Resources, Inc. announced that the Company has entered into a cooperation agreement with Bradley L. Radoff and affiliates, pursuant to which Donald "Donnie" Young will be appointed to the Board of Directors, effective March 1, 2022. With Mr. Young's appointment, the Board will increase in size by one director. In addition, as part of the Cooperation Agreement, the Company agreed to nominate a diverse candidate with either transactional or industrials expertise for election to the Board at the 2022 Annual Meeting of Stockholders in place of an incumbent director who will not stand for re-election. Mr. Young serves as the Managing Member of Race Rock Group LLC.. Reported Earnings • Feb 18
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: US$0.28 loss per share (up from US$0.90 loss in FY 2020). Revenue: US$614.8m (up 25% from FY 2020). Net loss: US$25.5m (loss narrowed 68% from FY 2020). Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 12%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance. Announcement • Feb 10
Bradley L. Radoff Engages in Discussions with Newpark Resources On February 9, 2022, Bradley L. Radoff announced that he has engaged, and intends to continue to engage, in communications with Newpark Resources, Inc.’s management team and Board of Directors regarding means to enhance stockholder value and improve corporate governance. Announcement • Jan 28
Newpark Resources, Inc. to Report Q4, 2021 Results on Feb 17, 2022 Newpark Resources, Inc. announced that they will report Q4, 2021 results After-Market on Feb 17, 2022 Announcement • Dec 02
Newpark Resources, Inc. (NYSE:NR) has entered into an agreement to acquire substantially all assets and operations Of Lentzcaping, Inc. for approximately $14 million. Newpark Resources, Inc. (NYSE:NR) has entered into an agreement to acquire substantially all assets and operations Of Lentzcaping, Inc. for approximately $14 million on December 1, 2021. The transaction is subject to customary closing conditions and expected to close in December 2021. J.P. Morgan Securities acted as financial advisor to Newpark Resources, Inc. Reported Earnings • Nov 04
Third quarter 2021 earnings released: US$0.11 loss per share (vs US$0.26 loss in 3Q 2020) The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$151.8m (up 57% from 3Q 2020). Net loss: US$10.5m (loss narrowed 56% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance. Recent Insider Transactions • Aug 28
President recently bought €58k worth of stock On the 26th of August, Paul Howes bought around 30k shares on-market at roughly €1.95 per share. This was the largest purchase by an insider in the last 3 months. Paul has been a buyer over the last 12 months, purchasing a net total of €119k worth in shares. Reported Earnings • Aug 05
Second quarter 2021 earnings released: US$0.066 loss per share (vs US$0.29 loss in 2Q 2020) The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$142.2m (up 40% from 2Q 2020). Net loss: US$6.00m (loss narrowed 77% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance. Board Change • Jul 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Michael Lewis was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 06
First quarter 2021 earnings released: US$0.059 loss per share (vs US$0.14 loss in 1Q 2020) The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: US$141.2m (down 14% from 1Q 2020). Net loss: US$5.36m (loss narrowed 56% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Mar 03
New 90-day high: €3.14 The company is up 134% from its price of €1.34 on 03 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 16% over the same period. Reported Earnings • Mar 02
Full year 2020 earnings released: US$0.90 loss per share (vs US$0.14 loss in FY 2019) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: US$492.6m (down 40% from FY 2019). Net loss: US$80.7m (loss widened US$67.8m from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. Analyst Estimate Surprise Post Earnings • Mar 02
Revenue beats expectations Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 26% compared to a 4.1% decline forecast for the Energy Services industry in Germany. Analyst Estimate Surprise Post Earnings • Feb 12
Revenue beats expectations Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 33% compared to a 5.8% decline forecast for the Energy Services industry in Germany. Reported Earnings • Feb 12
Full year 2020 earnings released: US$0.90 loss per share (vs US$0.14 loss in FY 2019) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: US$492.6m (down 40% from FY 2019). Net loss: US$80.7m (loss widened US$67.8m from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Feb 10
New 90-day high: €2.36 The company is up 138% from its price of €0.99 on 11 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 22% over the same period. Announcement • Jan 19
Newpark Resources, Inc. to Report Q4, 2020 Results on Feb 11, 2021 Newpark Resources, Inc. announced that they will report Q4, 2020 results After-Market on Feb 11, 2021 Is New 90 Day High Low • Jan 07
New 90-day high: €2.00 The company is up 144% from its price of €0.82 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 40% over the same period. Is New 90 Day High Low • Dec 24
New 90-day high: €1.70 The company is up 62% from its price of €1.05 on 25 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.08 per share. Is New 90 Day High Low • Dec 09
New 90-day high: €1.59 The company is up 19% from its price of €1.34 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Energy Services industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.78 per share. Announcement • Dec 06
Newpark Resources Regains Compliance with NYSE Listing Standards Newpark Resources, Inc. announced on December 3, 2020 that it received written notification from the New York Stock Exchange (the "NYSE") that it has regained compliance with the NYSE continued listing standards. As previously disclosed, on November 4, 2020, the Company received formal notice from the NYSE that it was not in compliance with the NYSE's continued listing standards as a result of the average closing price of the Company's common stock being less than $1.00 per share during a consecutive 30 trading-day period. The Company regained compliance after its closing share price on November 30, 2020 and its average closing share price for the 30 trading-day period ending November 30, 2020 both exceeded $1.00. Accordingly, the Company has resumed compliance under the NYSE continued listing standard and the ".BC" indicator following the Company's symbol "NR" will be removed by the NYSE. Announcement • Dec 05
Newpark Resources, Inc. Appoints Michael A. Lewis as New Member to its Board of Directors, Effective January 1, 2021 Newpark Resources, Inc. announced that Michael A. Lewis has been appointed as a new member to its board of directors, effective January 1, 2021. Mr. Lewis has over 34 years of electric operations experience, currently serving as both Interim President as well as Senior Vice President, Electric Operations of Pacific Gas & Electric Corporation. In these roles, Mr. Lewis oversees all aspects of PG&E's Electric Operations, including the company's wildfire prevention and response efforts, longer-term grid resiliency initiatives, system-wide vegetation management work and emergency preparedness and response efforts. Mr. Lewis joined PG&E in 2018 and announced in July 2020 that he plans to retire on December 31, 2020. Prior to joining PG&E, Mr. Lewis served as Duke Energy's Senior Vice President and Chief Distribution Officer, responsible for distribution operations across six states. Mr. Lewis previously served in increasingly more senior roles in electric transmission and distribution, including as Chief Transmission Officer at Duke Energy. He holds a bachelor's degree in electrical engineering from the University of Florida and an MBA from Nova Southeastern University. He attended both the Advanced Management Program at Duke University and the Finance and Accounting for Non-Financial Management Program at the University of Pennsylvania Wharton School. Mr. Lewis will also serve as a member of Newpark's Audit Committee, Compensation Committee, and Nominating and Governance Committee. Recent Insider Transactions • Nov 19
President recently bought €61k worth of stock On the 16th of November, Paul Howes bought around 58k shares on-market at roughly €1.06 per share. This was the largest purchase by an insider in the last 3 months. This was Paul's only on-market trade for the last 12 months. Announcement • Nov 07
Newpark Resources Receives NYSE Continued Listing Standard Notice Newpark Resources, Inc. announced on November 5, 2020 that it received formal notice on November 4, 2020 from the New York Stock Exchange ("NYSE") of non-compliance with NYSE continued listing standards. Newpark received the notice because the average closing price of its shares fell below the minimum of $1.00 per share during a consecutive 30 trading-day period. The Company is in compliance with all other NYSE continued listing standards. Newpark intends to cure the deficiency and regain compliance with NYSE's listing standard. In general, the NYSE rules provide a period of six months from the date of the formal NYSE notice to regain compliance with the minimum share price criteria. Compliance with the NYSE listing standard can be attained at any time during the six-month cure period if a company's shares have a closing price of at least $1.00 per share on the last trading day of any calendar month along with an average closing price of at least $1.00 per share over the 30 trading-day period ending on the last trading day of that month. Newpark is evaluating all available options to regain compliance with the NYSE's continued listing standards, which may include transactions that are subject to the approval of Newpark's shareholders. In such a case, Newpark would have until its next annual meeting of shareholders to obtain shareholder approval for such action, notwithstanding the six-month cure period referenced above. Newpark would be required to implement the action promptly after receiving shareholder approval, and the minimum share price requirement will be deemed cured if the price promptly exceeds $1.00 per share, and the price remains above that level for at least the 30 trading days following the implementation of such action. During the period of non-compliance, subject to Newpark's continued compliance with other NYSE listing requirements, the Company's shares will continue to be traded on the NYSE under the symbol "NR" with an added designation of ".BC" (which indicates the shares are below compliance). If Newpark is unable to cure the deficiency within the time periods referenced above, the NYSE may initiate procedures to suspend and delist its shares. Reported Earnings • Nov 04
Third quarter 2020 earnings released: US$0.26 loss per share The company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: US$96.4m (down 52% from 3Q 2019). Net loss: US$23.9m (loss widened US$22.4m from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 94% per year but the company’s share price has only fallen by 55% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Nov 04
Revenue misses expectations Revenue missed analyst estimates by 5.0%. Over the next year, revenue is forecast to decline by -9.2% while the growth in Energy Services industry in Germany is expected to stay flat. Is New 90 Day High Low • Oct 30
New 90-day low: €0.64 The company is down 60% from its price of €1.60 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.69 per share. Announcement • Oct 01
Newpark Resources, Inc. to Report Q3, 2020 Results on Nov 03, 2020 Newpark Resources, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 03, 2020 Is New 90 Day High Low • Sep 30
New 90-day low: €0.99 The company is down 46% from its price of €1.83 on 02 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.67 per share. Announcement • Jul 17
Newpark Resources, Inc. to Report Q2, 2020 Results on Aug 03, 2020 Newpark Resources, Inc. announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 03, 2020 
