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LWP Short and Long Term possibilities (3-6, 6-18 months), page-110

  1. MightyChina
    388 Posts.
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    02/03/16
    20:20
    Post #: 17170293
    just reading a post about a large ceramic proppant manufacturer...CARBO ceramics

    http://www.ceramicindustry.com/arti...egatively-affects-carbo-ceramics-2015-results

    loss of revenue attributed to falling rig count, 4th quarter of 2015 down 66% compared to same quarter 2014.

    rig count has fallen since

    bears everywhere

    here's my bear of the day,  petroleum geologist, set of slides from a recent Houston presentation
    https://www.scribd.com/document_dow...source=embed&uahk=Y5zhxXhybWj/3QitK06RnBocZbY
    LWP Price at posting: 0.4¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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