Proppants and the market, page-85

Thx @vontrader

Lest we forget d'power of Eddie Sugar usa connections.

So far he midas-touched a few small-caps into big boys.


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Note for newcomers:

vontrader-proppant-index

http://hotcopper.com.au/threads/fracking-tech-play.2486310/page-66?post_id=15007572


Updated MC (*28May15) of LWP competitors in USA

Crush Partners
*U$ 1.1Bn = A$1.4Bn
http://www.nasdaq.com/symbol/hclp


Carbo Ceramics
*U$900m = A$1.1Bn
http://www.nasdaq.com/symbol/crr


US Silica
*US$1.7Bn = A$2.2Bn
http://www.nasdaq.com/symbol/slca

“..Yet CKK believe their proppant offers cost savings over the majors of
between 25-50%, not to mention other upstream savings.."