Hey @MightyChina, these are great questions, are you able to email managmenet and get an answer?
I know that LWP were / are targeting plants next to or near the actual wells where the proppants will be used to maximise savings (hence the focus on plan re-fit), but would like to see an end-to-end supply chain overview as well.
But yea, the cost savings that LWP are presenting to the market are substantial and are a great place to start the conversation with suppliers / customers
LWP Price at posting:
0.5¢ Sentiment: Buy Disclosure: Held