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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (45671)	11/27/2011 2:42:41 PM
From: Sergio H	Read Replies (2) \| Respond to of 78527

I agree with you 100% that its too early in the fracking development story for a specialized service player to evolve. Just looking at potential for ECOL to expand as fracking develops and through their railcars and their existing relationships. From their 10q, "We manage a dedicated fleet of railcars and arrange for the transportation of waste to our facilities. We also utilize our railcar fleet to provide transportation services for disposal at facilities operated by other companies on a less frequent basis. Transportation and logistics services are a significant revenue source for us. We, or our predecessor companies, have been in the waste business since 1952. They provide "treatment, disposal, recycling and transportation services to commercial and government entities including, but not limited to, oil refineries, chemical production facilities, manufacturers, electric utilities, steel mills, biotechnology companies, military installations, waste broker aggregators and medical and academic institutions. ECOL could link up into "condensing the NG into CNG or NGL and storing the fuel on a mobile truck on site that is later delivered to a gathering hub or NG distribution station." FTK l also put on a watchlist. It's up over 100% in 52 weeks and not cheap on multiples. Thanks for your research and links too. I don't think we have discussed CRR yet. Better fundamentals and another angle on fracking industry. CRR is the largest publicly traded ceramic proppant company. Their 3rd q transcript : seekingalpha.com