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if you're into this fracking potential, you may want to take a look at GFS. They are on a tear.
They've developed and patented a waterless fracking system that is really getting some attention (shale oil/gas) because they don't use nor contaminate the aquifers, which is a big bone of contention with the greens.
Still in the early stages but piling up some impressive numbers. except the SP, lol.
They're now developing their US markets and 2012 could be their year.