$HCR HCR is a pure provider. SLCA and CVIA are focused on their industrial segments (never mind them anymore with regard to frac). Focus on pipelines coming on (6 by 2020), all of the supply getting to market and oil going up to $80 by first quarter with Aramco deal, tanker freight legislation on crude regulations by the IMO, etc. ....think forward, not just today. De-list? Split? puhlease.
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