So Oxane were developing a fly-ash based propant in the US but have now wound up operations. If we aren't going to purchase their assets are there any other alternatives in the US that aren't super pricey and won't take years to develop, as Carbo-Ceramics suggested (in their email reply to dylanh91).
Also, any experts out there wanna comment on how Carbo-Ceramics and Saint-Gobains new products differ from LWP ?
Apologies if I seem ignorant, just trying to get my head around the industry and how it works.
LWP Price at posting:
1.0¢ Sentiment: Buy Disclosure: Held