Replies to post #95810 on Savvy Trades and Investments

[2morrowsGains]

FTK...Thanks for your thoughts gilead. Going to re-look at the slides and re-listen to the cc tomorrow, but like I said I am not an expert on this.
The words "Massive opportunity" came from the cc.
But damn, $220M in profitable yearly revenue for years to come w/o having to expand their facilities sounds huge to me. Plus organic growth.
At current share price, I don't really have any big concerns. Think it's worth a hold just based on the focus and excitement in the call. They will talk more on the deal in their Q4/YE call.
Anyway, I could swear they said G&A should be less than 10% of revenue, but I'll go back and re-listen. Not sure if shipping is included.
Also, not sure on what the exact dilutive share count will be.

[2morrowsGains]

FTK...So based on your 150M diluted shares once the deal is finalized, a $2 share price would equal $300M market cap. Seems awful low for $2B+ in backlog. If this is correct, I don't see much (if any) downside.
But you never know.
I'll relook at things this weekend.
Another plus is O&G is a strong sector right now and should remain strong for quite some time.

[2morrowsGains]

FTK...gilead/anyone buying/adding in the $1.30's?? Added approx 15% more to my position today. Q4, Y/E should be out shortly w/ more info on the ProFrac deal.