Tommy- do you follow Plexus Holdings- it trades in London POS.L they make very specialized parts and equipment for offshore drilling. It's a small company- more like a 5 year hold for me. finding oil seems to be getting more difficult, and we must go offshore. thanks. & great show.
Hi Tom, I do not follow them or many of the smaller equipment companies. It can be a competitive market and sometimes difficult to understand true proprietary advantages with some of these companies. The big companies in these industries can be difficult to compete against.
Tommy- do you follow Plexus Holdings- it trades in London POS.L they make very specialized parts and equipment for offshore drilling. It's a small company- more like a 5 year hold for me. finding oil seems to be getting more difficult, and we must go offshore. thanks. & great show.
Hi Tom, I do not follow them or many of the smaller equipment companies. It can be a competitive market and sometimes difficult to understand true proprietary advantages with some of these companies. The big companies in these industries can be difficult to compete against.