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David from Kingdom Capital on UNTC
Yet Another Value Podcast
A Billion Rigs to 50 Sh One, 60 Net It All Out, Five or Ten Dollars a Share?
The unit might end uf getting close to a hundred million out of that. But my expectation is there's not a ton of upside on this number. Less pricing really, truly does explode between now and next summer. And companys get more comfortable paying oor multiple on earnings.
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