Check out Basic Energy Services, up another 4.5%, flirting with $27.00 as it steadily pounds its way to $30.00.
HCLP is playfully tagging along, after the doldrums took it down back below $40.00 this week. And well it should – they’re in the same industry after all. What’s good for BAS is great for HCLP.
Uranium is slack and UEC is dying (very small position). CCJ is back to it’s old range, and I am saddened by that.
But this is a buying opportunity make no mistake of that.
If you enjoy the content at iBankCoin, please follow us on Twitter
Cain – I learn a lot by your investment style. Lots of discipline and patience, and I am glad these long-term bets are paying off for you.
I have followed you into CCJ, BAS, and HCLP. I love AEC, but think there will be a better chance to buy over the next few months.
Any thoughts on SLCA vs. HCLP? SLCA seems to lead most of the time, and has been out-performing as of late. Did you look at both for deciding on HCLP?
Thanks
Thanks Martin.
I found and liked HCLP first and bought it. SLCA came to my attention later, but I decided to stay put. I connect with HCLP’s management style and strategy.
HCLP, outside the operations of sand processing, are also actively developing a logistics network, which I believe is that extra big advantage that will propel the partnership.
SLCA is a fine business – I have no major qualms with them. But HCLP will remain my sole pony in this race.
Cain, would like your thoughts on EXH, 30% of nat gas is flared off in this country, they make equipment to capture it, thanks
And today is HCLP’s time to go…