@Tyler80 and LWP team
Read pg 5 to 10, then sleep well =)
http://www.asx.com.au/asxpdf/20150529/pdf/42ywgxzp2m1yx4.pdf
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*For newcomers*
MC of LWG’s USA Competitors
vontrader-proppant-index:
Updated MC of LWP competitors in USA , 30May15
Crush Partners - *U$ 1.1Bn
http://www.nasdaq.com/symbol/hclp
Carbo Ceramics - *U$990m ,
http://www.nasdaq.com/symbol/crr
US Silica - US$1.6Bn ,
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"
LWP General discussion, page-351
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