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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (61151)7/30/2018 2:02:02 PM
From: E_K_S   of 78740
 
The one negative I took away from the SA article are the warrants & options that were granted by SLSDF management. The author did mention that in his review and did make some assumptions of how many shares would be outstanding by 2019.

My view is just the ramp up in sand (almost double that of last quarter) and if fracking continues to keep prices at/near the high end.

I suspect this may/could be cyclical and once they ramp up and increase capacity (also taking on more debt) could be disastrous if new ng wells fall off. So will be quick to take my seed money off the table if/when I see a double.

Thanks for your feedback. I agree; boom-bust if/when everybody increases capacity.

EKS
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