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semi_infinite

10/05/18 1:19 PM

#17293 RE: DewDiligence #17291

Seems the market is pricing in the probability that high prices won't last or that there will be lack of growth in new completions. EOR is not a big revenue opp for them so a shift in the direction would not help. Overlay that with interest rates ramp and we may be seeing the beginnings of real correction/bear, finally.