Cost comparisons and performance comparison tests by third parties would mean a lot at this time, and in this space.
Since it seems that the drillers are using different chemical soup mixes, what is cost effective with good performance may vary from site to site and driller to driller, depending on their favorite Muds and Fracking blends.
If this outfit has something really new and valuable, we might look for a big buyer someday? Someone that maintains a large rental fleet of O&G equipment perhaps?
I am still watching this one from the sidelines.
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