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      "text": "And yes, I remember that I presented a short thesis on oil frackers at the Sohn Investing Conference last May, calling them “value destroyers”.",
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      "text": "And yes, I remember that I presented a short thesis on oil frackers at the Sohn Investing Conference last May, calling them “value destroyers”. But not all fracking is created equal. We noted then that the natural gas frackers had attractive economics, which was true at the time. Since then, the price of gas has fallen.",
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      "text": "Polly want a fracker?",
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