Be as condescending as you like sirkiteman ... I understand the E&P space (go read some of my other posts)
You said "Both areas receive the same pricing."
I said "Rubbish". I'm glad you found out about LLS and WTS (might have saved you some embarrassment or keystrokes to write that)
You said "AZZ operates in the Permian Basin which is close to the Eagle Ford where LNR operates"
I said "Rubbish". I mean they are "only" several hundred miles apart with completely different basins& targets and with AZZ drilling vertical Wolfberrys. Why don't you say the Bakken and EFS and close (don't forget the Bakken discount on pricing though - of course some, like EOG rail to St James for LLS pricing but there are some that can't - right).
Not everything has to be "repurposed" to be a ramp for LNR. I understand LNR and am happy with it.
Be as condescending as you like sirkiteman ... I understand the...
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