Seadrill Partners LLC. (fka SDLPQ)

[lightrock]

Kinda busy and can't look unless there is something interesting. Fracking water doesn't make me interested if that's the thing. Pipelines, moving, storage, that's interesting. Lots of competition in not only companies but also methodologies. Logistics of water is high cost, high effort, and low margin. I'll take the pipelines and transport and storage over that any day. You can play on the hype of those if that is brewing on the water thing but lock in your position - short the box, or cash in. Just sayin, danger danger. The water doesn't play like any hype suggests. Nobody has proven it with margin on it.