Do you have any insight into who the other Permian customer is besides Concho? So Yates was a tiny customer, but EOG acquired them over a month ago and there is some future potential there; however, the company must execute now - the timing just sucks. I wish they were at this point a year ago.
I spoke to Yvonne over a month ago and she said that she was not aware of the fourth MSA that was "imminent" on the conference call. She said that frankly there has not been enough time to talk to Dave and Tom. That being said, I have no visibility into what is happening. I am pulling hard for the home team, but they need to execute. I guess I cannot gauge the probability of the company hitting their targets for year end. Concho could singlehandedly come in and save this company, but it is hard to gauge the level of adoption and how fast it would take. Has anyone tried to call Concho people out in the field in Midland? There is also a distributor, http://harlaninternational.com/customer.html - it might make for an interesting phone call to see what people say about excelyte.
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