Do you have a sense as to whether or not LPG fracking can be used along with other cutting edge frack technology? For example, could Gasfrac come in and frack along with SLB Hiway proppant with fibers and whatever else they use in the hardware? Or would SLB not even be interested in giving up some of the work? Or would this require a collaboration and a series of experiments?.
The economics of LPG fracking might work great, maybe even in more basins than you or I think due to LPG's advantages over water, but since it is so cutting edge my concern is that it will always get paired up with 'vanilla' technologies due to unwillingness to try new combinations.
BTW, I've read through your Seeking Alpha blog and am quite impressed with your writings. I've also had unusual investing success (on a smaller scale), so maybe it is good that we have both found Gasfrac. I have went to the EQU investor presentation but I haven't been able to see a very unusual undervaluation like I do when I calculate the NAV for CHK.