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Multi-Bagger

10/18/24 7:46 PM

#1573 RE: investingnotgambling #1571

I think they will be separate companies and different businesses. Probably partnership to get more clients.
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Controlledoilandgas

10/18/24 8:39 PM

#1574 RE: investingnotgambling #1571

Kept separate but all 3 are able to partner together

Example: Both GPLS - ATC and ZHUD - AWS intend to partner with AZRH to sell their services through a joint venture with AZRH - CST into AZRH - CST’s customers like Pioneer, XTO, EOG and Halliburton etc

BOTH AZRH - CST and ZHUD - AWS intend to partner with GPLS - ATC to sell their services through a joint venture with GPLS - ATC into GPLS - ATC’s customers like OXY Rock (Oxy and Crownquest / Crownrock - the largest operator in the Permian Basin as a result of the merger), Lario, and Double Eagle

BOTH AZRH - CST and GPLS - ATC intend to partner with ZHUD - AWS to sell their services through a joint venture with ZHUD - AWS into ZHUD - AWS’s customer relationships like Spur and SM Energy to name a few

Below is an excellent breakdown and illustration of what the companies do (note - the majority of Oil & Gas fracking in the Permian Basin occurs on Private Property vs Federal Leases, so any insane legislation ie Fracking Bans would have almost no impact the Permian Basin)

GPLS - ATC: Designs it (1) and Builds it (Dirt Work - 2)

AZRH - CST: Lines it (Pit Lining - 3) and Fences it (4) and Fills It (Poly)

ZHUD - AWS: Recycles and Treats it (6)