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Re: Bobwins post# 16251

Friday, 09/12/2014 8:27:39 PM

Friday, September 12, 2014 8:27:39 PM

Post# of 17739
Bobwins, have you done any DD on Victory to get a feel for their costs and whether their projected margins are achievable? I know very little about the industry, but considering the growing demand, I worry a bit that they might not be able to get great pricing on their sand supply, not to mention what it'll cost to actually purchase a mine for their phase 2 plans...any thoughts?

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