They are only a play on my assumption oil/gas prices will remain high. I'm not aware of any special assets they may have.
Hoping to do ok holding a basket of small players.
Added a bit to my few Canadian OBE today also, fwiw. finance.yahoo.com
============ Also holding some oil service providers. Added a little today to my small position in NEX.
NexTier Oilfield Solutions Inc., through its subsidiaries, provides well completion and production services in various active and demanding basins. The company operates through two segments, Completion Services, and Well Construction and Intervention Services. The Completion Services segment offers hydraulic fracturing services to enhance production of oil and natural gas from formations with low permeability and restricted flow of hydrocarbons; wireline services; and perforating, pumpdown, pipe recovery, pressure pumping, and wellsite make-up and pressure testing services. As of December 31, 2021, it had approximately 2.1 million of fracturing hydraulic horsepower, 101 wireline trucks, and 76 pumpdown units.
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