I agree wholeheartedly, (as I have many times before) that the market is enourmous and is going to stay enourmous for a long long time. I think the "sky is falling" posts some have made about there be no fracking industry are utterly indefensible and a red herring for the real considerations here. The real questions is how much market share is obtainable for us, how many clients to we need to make a nice little earner, how many clients do we need to be barn-burners?
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- 4th March Corporate Presentation
4th March Corporate Presentation, page-234
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