
TSE:CEU
In the business of producing chemicals for fracs and have been getting really good productivity. A very “custom” business. Every frac is a little different and you need the right chemicals to get the maximum value. Really good relationships with the people drilling the wells. With the run that it has had, you may want to wait until it comes off a bit. Has lots of room to go.
Just did a financing. Likes the visibility for this company. Propriety fluids and liquids for drillers.