Bought a little bit of GFS.TO yesterday and will buy a little bit of PSN.TO today. I buy the Canadian securities as Fidelity will charge a lot for a pink sheet transaction and IB will charge me a dollar or three for a TO transaction. Besides I have a subdivision for these things on my IB screen : ).
Seriously, I can see what you like in these and they attract me too. Lots to like in the market these days. I am trying to pace myself. Some combination of the increasing change and needs in the energy market and the expanding debt of the world makes me think there might be some relative safety in owning energy. It seems more practical and predictable than gold, but I have second thoughts about that.
The issue with the size of their trucks and drilling on mountains was new to me, but they seem to be aware of it ... we'll see how soon they can address it. Very happy they seem interested in Utica which seems to have much of the buzz right now, and also much more oil.
Biggest issue for Gasfrac may be price on Nat Gas right now. Some of that may just be investor perception given that while still building out equipment they conceivably can focus on more oil plays.