I read it! Great article. Some key things were:
Post# of 56323
1 “only several dozen new producers are likely”
2 some companies are set to emerge as billion dollar entities
3 For now, investors tend to be “small guys”. However, “as more and more barriers are removed, more capital will come into the sector at higher levels,” he says. “People are really excited about what's going on and how it's transitioning.”
That is what I have been saying all along, the big money is not even in play yet!