Peace,
Looking just at ENT TLM current MC's at the moment, RHM's SP would be around $2+ if the rigs were on the ground. Potential for 20+ bags over the next 4 - 6 months is good enough for me to load up and Ive been stuffing the bags as quick as I can.
Let alone SFR's MC is some 120x times RHM, I am think there is plenty of up swing here.