Infill Thinking Lifting the O&G knowledge curve
A very constructive conference call this morning went along way to offsetting the investor disappointment on volumes sold during 3Q that we noted yesterday in this update. The stock reversed its after-hours decline and is trading materially higher this morning. Here are the key points we jotted down from the conference call. Issues we address in this update include:
- Northern White demand
- DSL
- Reclamation with coarse inventory
- Rail problems and logistics outlook
- Leading edge pricing
- Capacity expansion constraint
There’s a lot more to this story…
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