Currents assets and inventory$30 million of the current assets are just inventory for the coil tubing and Tryton businesses. I prefer to classify those as long-term/fixed assets since they're not true cash equivalents, but they help ESN screen better than it otherwise would for those who pay a lot of attention to current asserts vs to liabilities like I do.
Right now most of the gains for booming oil and gas prices are going straight to the producers. It remains to be seen how well those gains translate into increased profits for the services companies. ESN tends to selll off aggressively whenever the sector corrects.