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Thinking, page-43

  1. pbawley
    1,844 Posts.
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    23/09/16
    11:45
    Post #: 19373843
    I guess it's close of business in the US (so tomorrow morning for us) and we're unlikely to hear anything for a while (reports to be written etc etc). We've waited this long...!

    Reading the US websites, the permian is on fire, but again, we're not in the core permian so I'm not optimistic:

    http://www.bloomberg.com/news/artic...ys-rig-counts-in-the-region-are-going-to-soar
    AZZ Price at posting: 50.0¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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