GEOS - they haven't had any permanent reservoir monitoring (PRM) sales of OptoSeis (or its predecessor) since 2012, so it could be big. Hard to gauge though, but stock performance in 2012/2013 may be a rough indicator.
I'm long a small position.
From most recent 10Q:
Additionally, we have developed high-definition permanent reservoir monitoring systems ("PRM") for land and ocean-bottom applications in producing oil and gas fields. Our primary offering, OptoSeis® fiber optic sensing technology, provides high-definition seismic data acquisition systems with a flexible architecture allowing them to be configured as a subsurface system for both land and marine reservoir-monitoring projects. We continue to have discussions with potential clients for future PRM systems. We are currently performing engineering services for two Front-End Engineering and Design studies for a major oil and producer. We have not received any orders for a large-scale seabed PRM system since 2012.
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