RE:my only question is what the real valueThis stock is a double from here. With frac sand prices spiking in Texas and the midwest, I would expect gas focused drilling to shift to oil. The oil players can price the gas guys down there out of the market. Inflation for pipe, rig rates and frac sand is really picking up. I think that keeps a lid on drilling or companies keep drilling but use less sand at the expense of rig efficiency. I need to update my model with the new production and recent changes in the forward curve across North American markets. Just backing out Capex here, but they are spending $130MM in growth capital and sending at least $200MM to debt and $100M to dividends. That's about $430MM in FCF or 26% FCF yield.