He is very impressed with the team. They are pretty good at integrating businesses. It is an LNG play, but goes beyond it. Recently acquired a directional drilling piping company. Likes their ability to integrate.
Very high margins, using nat gas instead of diesel for generators in its power division. Power division is growing quickly. Chart is beautiful, more room to run. Anticipates a $4-5 stock.
He is very impressed with the team. They are pretty good at integrating businesses. It is an LNG play, but goes beyond it. Recently acquired a directional drilling piping company. Likes their ability to integrate.