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Despite the company beating expectations and producing all out, the shares crashed 20% on Q2 earnings as there are some cost increases related to capex and litigation. Capex will temporarily increase but this will expand capacity as well as margins, so we view this as a positive. The fracking boom, which underpins much of the […]

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This is quite a turnaround. The company is hitting on all, or in any case on most cylinders. There are some snags, though, mostly in the form of possible anti-dumping fines and litigation cost. Debt has also increased. While much of the turnaround has already priced into the stock price, there is further upside with […]

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