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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (78104)9/13/2025 2:43:25 PM
From: S. maltophilia  Read Replies (1) of 78476
 
I don't expect collapse. We'll have oil and gas for decades yet, to make plastics and fertilizer if nothing else. But I do see the 3 year shrinking revenue trend. I didn't look to see if they have competition in the frac water business.

There's that EBITDA cushion. As long as the equipment doesn't need replacing. It's probably safer than most 12% yielding paper. But 30 minutes also convinced me it's not the main solution to

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