Earnings call just finished. Random impressions. Cary the CFO is sharp. Demand in Canada is booming creating labor issues - the rig count (52?) right now is higher than in 2018 or 2019. US market anticipated to add 50-75 rigs this year (PD's share is 8%?). Rates have bottomed and are expected to rise going forward. Alpha automation they charge extra for but do not break
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