RE:Comments on the presentationCant say Id want Rene selling my company story. Poor presentation skills. Ken would have been much more informative and organized to tell the story about the frac sand.
Looks like phase 2 will take shape in q1 2015 which is good news even if logistics is not as efficient as it could be.
The most important message in this presentation is they will start making cash in 3q and even more as the quarters pass.