/biz/ - Business & Finance

>>54966278
interesting strategy. You seem to be going more for the trading route while I'm looking to hold through the weakness until it turns into strength. I'm not sure which strategy is better but I'm terrible at timing the market so I've got my mind made up
>TELL
I checked it out once but I'm not really following it, or any of the LNG companies for that matter. I should take the time to sink my teeth into the whole sector at some point but I've had my hands properly full with mining and o&g companies.

You're the shipping chad from the other thread a while back I assume? I took all of your posts and combined them into a single screencap like I said I would. Check out this trade route map I found.

>>54966404
Ah it's you Bob! Well I'm always all ears when you're sharing your wisdom as well.
>low costs; same deck; wastewater recovery
I hadn't considered this. Maybe refracked wells are some of the "last men standing" when rig counts fall then? After all if the hole is all drilled already then it wouldn't cost that much to just clean it up and start fresh. Quite smart now that you point it out
>consolidated; supply issue
Hum, that would imply that the whole frac sand / refracking sector is fairly small then? Should we compose a short list of the main players then? It shouldn't be a difficult task methinks.