Stock price when the opinion was issued
An exciting, new stock. An American pressure pumper that endured bankruptcy. Possessese high-equality equipment and in-house manufacturing. Their margin is higher than their peers. Off the radar, and trading at a great valuation. 36% free cash flow for 2019. Nearly 50% upside. (Analysts' target of $29.33)
Cash flow is being crimped and contraction of demand. Nobody wants to own pressure pumper stocks now. May do well if take a 2 year view. He would have a zero exposure in the US.