The more I read into it, the bigger this bad boy is. Porocel is...

The more I read into it, the bigger this bad boy is.

Porocel is a staggeringly huge beast - ship their product all over the world. Supply and logistics already in place for the entire world.

Activated bauxite is something they are stepping away from, and have tried to step away from - enter into the picture Coretrack, who can either make their Bauxite better and cheaper, OR, convert their plants to fly ash proppant producers.

This is the fast, direct line to becoming a major new producer of fly ash proppant - convert the dormant plants, and start producing tonnage to sell to the market THROUGH Porocels 80 year old network around the world.

My God, call me a ramper, but this is absolutely huge is it's true, just pissed I didn't make this connection earlier.

This, IMO, is the reason why the big buyers came in last week - they figured it out.