Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
A reader sent me this the other day, edited (any typographical errors below are mine, not the reader's):
Folks interested in the shale revolution might want to take a look at these two companies:
- NFE
- AR
The reader notes that these two companies have appreciated between 100% and ~75% in the past few months.
The reader also noted this:
- Energy Recovery (ERII) and its ties to the recent Liberty/Schlumberger 'merger' and the HUGE ramifications that may manifest starting in a few weeks' time ... certainly by next spring, if I am correct.
The new pressure exchange cartridges that ER is ready to roll out (pictures of same now appear on their website) seem to be workable and to be introduced into the field by Liberty soon thereafter.
I'll not delve into all the wonky specifics, but all completion companies will shift to this hardware due to the big cost savings.
Likewise, as Liberty/Schlumberger continues to buildout new gas-fueled electric frac fleets, legacy operations such as Haliburton's will become obsolete overnight.
Across the unconventional upstream hydrocarbon world, the cost of fracturing wells is about to drop significantly.
This comes from a reader who does not invest in the stock market. The reader has no connections with the companies noted above. Like me, he is interested in the "science" of the shale revolution, to include advances in technology. This reader consistently and regularly provides incredible insight regarding the shale revolution.
Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
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