The potential of this does seem quite limitless. Once a deal is struck and technology is applied to one rig/company then word will spread quick. And as mentioned above when the result is a green one, major companies are going to be beating down the door just to keep themselves in government good books. There will be a significant re-rate after an initial deal and then similar when multiple deals start flowing in. Sky’s the limit when market cap is well under $30m.
SOP Chinese Deal, page-18
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