Koil Energy Solutions Inc. (KLNG)

[spec machine]

Yes, I saw that part of OII's report.

I am even more captivated by a different set of stats they present.

OII is losing market share in the subsea projects portion of their revenue (not much, but shrinking). DDI is gaining market share (based on their core division growth).

The limiting factor in drilling right now is lack of number of rigs, having been level for several years. New rigs will be picking up the number working in the next several years so the overall market is just beginning to increase, with much more acceleration in store.

So the question is - If Deep Down Inc. has shown triple-digit growth and increased market share in a relatively flat operating environment, what will be the growth realized as the new rigs come on line going forward?

The answer is why I'm long DPDW