guys optimism and promotion is fantastic, but this is borderline...

guys optimism and promotion is fantastic, but this is borderline dilusion

yeh AZZ has an offer, but the figures your quoting make it the best play in the eagleford, yet its wells are the worst ive seen. Sure they might get some better ones, but right now the evidence from 5 wells is extremely concerning at best.

$6000 per acre max = upside 66c minus the previous asset value on the balance sheet. Maybe 30c best increase, but the market so far is saying too risky.