Tech discussion only - Pls no pricing, charting, baiting, flaming posts needed, page-8

I just don't understand the circumstances of how they were one day totally focussed and driven for game changing proppants, then suddenly and unexpectantly they are now also involved in another ground breaking product totally unrelated. It doesn't make sense to me and leaves me feeling very uneasy about what is happening behind the scenes, especially given the perceived/alleged problems with management's decision making. Am I being unreasonable?