Based on this article below AZZ have huge upside. No brainer...

Based on this article below AZZ have huge upside.
No brainer that Lone Star want our turf.

Pioneer Natural Resources Co. more than tripled the number of rigs it has deployed in the Permian Basin’s Spraberry and Wolfcamp formations during the first quarter of 2014, a move that helped the company beat its production guidance and grow its oil production.
Dallas-based Pioneer said Tuesday production for the quarter was 172,000 boe/d, beating its production guidance of 166,000-171,000 boe/d. The production figure excludes discontinued operations in Alaska and the Barnett Shale (see Shale Daily, Oct. 25, 2013;
Pioneer attributed the growth in production to successful drilling programs in the Permian sub-basin, the Midland, specifically horizontal drilling targeting the Spraberry and Wolfcamp formations, as well as the Eagle Ford Shale in South Texas, and to a full recovery from weather-related production curtailments during 4Q2013.
"The company delivered another great quarter, with strong earnings, production exceeding expectations and continued impressive horizontal well performance in the Spraberry/Wolfcamp and the Eagle Ford Shale areas," said CEO Scott Sheffield. "Importantly, oil production grew 9% in the first quarter of 2014 as compared to the fourth quarter of 2013."
According to Pioneer, oil production was 78,589 bbl during the first quarter, a 14.6% increase from 1Q2013. Natural gas liquids (NGL) production also rose during the same time frame, from 29,951 bbl to 35,763 bbl, an increase of 19.4%. Meanwhile, natural gas production fell year/year, from 359.7 MMcf to 345.5 MMcf, a decline of 3.9%.
Pioneer is the largest acreage holder in the Spraberry/Wolfcamp, with close to 600,000 gross acres in the northern part of the play and 200,000 gross acres in the southern part, a joint venture area with Sinochem Petroleum USA LLC, a U.S. subsidiary of China's Sinochem Group (see Shale Daily, Jan. 31, 2013).
Pioneer said it plans to increase production 14-19% this year from 2013, with a capital expenditures (capex) budget of $3.3 billion, with most of it, $3.0 billion, for drilling, including $2.17 billion in the northern Spraberry/Wolfcamp, $205 million in the southern Spraberry/Wolfcamp, and $545 million in the Eagle Ford.
The company is currently operating 16 rigs in the Spraberry/Wolfcamp, up from five rigs at the end of 2013. According to Pioneer, the rigs deployed there are drilling mostly three-well pads. The company said it expects to have 125 wells in the Spraberry/Wolfcamp and the Eagle Ford placed into production during the first half of 2014, increasing to 175 wells during the second half of the year.
"Looking beyond 2014, we expect to continue to ramp up our horizontal rig count in the Spraberry/Wolfcamp by five to 10 rigs per year, and more than double production by 2018 as compared to 2013," Sheffield said.