LWP Short and Long Term possibilities (3-6, 6-18 months), page-116

looking into CARBO ceramics' substantial losses in the Executives' report, the comments were made:
http://www.oilandgas360.com/carbo-c...inancial-condition-and-results-of-operations/

"our customers are under increasing pressure to consider lower cost alternatives in the current commodity price environment, notwithstanding the superior performance results of our products."

and price per pound for their ceramic proppant was .27, a lot lower than 2013 and 2014,  North American sales volume down 54%.

comment:

LWP has an "illustrative" table on its website indicating price for its proppant is achievable at .18

That could be a game changer IF it is accurate.

Reading Mike O'Driscoll's presentation, the indicated claimed price for Ecopropp is expressed as a range of .18-.26.

It is hard to see .26 as an option given the state of the market.