财务数据和关键指标变化 - 第三季度收入同比下降6%至2.9亿美元,主要是由于退出北达科他州业务,以及科罗拉多州和宾夕法尼亚州热油业务活动下降 [22][23] - 第三季度调整后EBITDA为负1.5亿美元,去年同期为负1.3亿美元 [24] - 第三季度净亏损略有下降至3亿美元,去年同期为3.1亿美元 [24] - 前9个月收入同比增长3%至15.6亿美元,主要是完工服务分部收入增长11%所致 [25][26] - 前9个月调整后EBITDA亏损收窄42%至负1.5亿美元 [26] - 前9个月净亏损6.6亿美元,去年同期为3.9亿美元,主要是去年有4.3亿美元债务清偿收益 [27] 各条业务线数据和关键指标变化 - 第三季度生产服务收入下降至2.6亿美元,去年同期为2.8亿美元 [22] - 第三季度完工服务收入基本持平在0.3亿美元 [22] - 前9个月生产服务收入下降3%至8.4亿美元,完工服务收入增长11%至7.2亿美元 [25] 各个市场数据和关键指标变化 - 第三季度德克萨斯州热油和酸化业务活动有所增加,但被科罗拉多州和宾夕法尼亚州热油业务下降所抵消 [23] - 退出北达科他州业务,该业务去年前9个月贡献收入1.1亿美元 [9][26] 公司战略和发展方向及行业竞争 - 公司战略性退出北达科他州业务,将资源集中在更有潜力的运营区域 [9] - 收购Rapid Hot公司,进入马塞拉斯页岩地区的压裂水加热服务市场,预计将在第四季度为公司带来收益 [14][15] - 公司正在积极探索并购机会,以增加新的收入来源 [50][51] - 行业内设备和人员流失,公司客户更愿意与公司签订长期合同以确保设备供应 [42][43][46] 管理层对经营环境和未来前景的评论 - 公司对进入更活跃的季节和油价及客户需求保持乐观 [10] - 预计第四季度和第一季度将是公司收入和利润的主要贡献期 [13] - 收购Rapid Hot公司将为公司带来更多管理层深度和经验 [16][17][18][19] - 公司正在努力降低成本,SG&A费用已大幅下降 [28] - 公司的资产负债表大幅改善,为未来发展提供了更大的灵活性 [31][32] 问答环节重要的提问和回答 问题1 **Jeff Grampp 提问** 询问Rapid Hot公司的整合进度和历史收入规模 [38][39][40][41][42][43] **Rich Murphy 回答** - Rapid Hot公司与公司的业务整合较为简单,已将设备整合到Rapid Hot的运营场地 - Rapid Hot公司去年收入约2-2.5亿美元,与公司的合并将带来协同效应,但不会简单的1+1=2 - 公司客户更愿意与服务商签订长期合同,以确保设备供应,这对行业有利 问题2 **Jeff Grampp 提问** 询问公司在定价方面的情况 [44][45][46][47] **Rich Murphy 回答** - 公司各业务线的日费率和时费率都有10%-25%的上涨 - 更重要的是获得30-90天的长期合同,并有最低保底费用,这对行业健康发展很关键 问题3 **Jeff Grampp 提问** 询问公司在并购方面的计划 [49][50][51] **Rich Murphy 回答** - 公司正在积极关注并购机会,无论是转型性的还是小型的补充性收购 - 公司目前的资产负债表状况为并购提供了灵活性,但暂时没有即将完成的交易

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-36335 ENSERVCO CORPORATION (Exact name of registrant as specified in its charter) Delaware 84-0811316 (State or other ...

Enservco Corporation (NYSE:ENSV) Q2 2023 Earnings Conference Call August 15, 2023 9:00 AM ET Company Participants Jay Pfeiffer – Investor Relations Rich Murphy – Executive Chairman Mark Patterson – Chief Financial Officer Conference Call Participants Jeff Grampp – Alliance Global Partners Operator Greetings. Welcome to Enservco's Second Quarter Earnings Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions] P ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-36335 ENSERVCO CORPORATION (Exact name of registrant as specified in its charter) Delaware 84-0811316 (State or other juri ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-36335 ENSERVCO CORPORATION (Exact name of registrant as specified in its charter) Delaware 84-0811316 (State or other jur ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from _______ to ______ Commission File Number: 001-36335 ENSERVCO CORPORATION (Exact name of registrant as specified in its charter) Delaware 84-0811316 (State or other jurisdiction of incorpo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-36335 ENSERVCO CORPORATION (Exact name of registrant as specified in its charter) Delaware 84-0811316 | --- | --- | - ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-36335 ENSERVCO CORPORATION (Exact name of registrant as specified in its charter) Delaware 84-0811316 | --- | --- | --- | ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-36335 ENSERVCO CORPORATION (Exact name of registrant as specified in its charter) Delaware 84-0811316 | --- | --- | --- | ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Title of each class Ticker SymbolName of each exchange on which registered Common stock, $0.005 par value ENSV NYSE American FORM 10-K ☒ ANNUAL REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the fiscal year ended December 31, 2021 ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from _______ to ______ Commission File Number: 001-36335 ENSERVCO C ...