I am still bearish here only because I think the market cap is too high, and I have serious doubts they can compete with huge players like GE and justify the market cap, but anything is possible.
PBS had a special last weekend on the Record west Texas drought, which is pitching major battles in the state between farmers, cities, regional water authorities and the oil and gas exploration industry. They had a bit about one city that ran completely dry and had to spend 10s of millions of dollars to lay an emergency pipeline to the closest city water source...they were out in the sticks. New ghost towns may be next, like the dust bowl in the 1930s.
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