Dave,r
Yes, I agree with you this appears to be the most serious contender for PSN's business. Some bigger service providers like ESN or PD could simply take over the company it and this would be a more formidable competitor than VC on its own.
Well, it is getting interesting but PSN is still 1-2 yr ahead of its competitors and no doubt PSN management has anticipated this would happen eventually. First mover advantage, pricing and continuous improvements to current design and services should at least make PSN maintain its market share.But the market for the new tanks is still roughly 20 times larger than PSN's current market share and there is a lot of room for growth for PSN and other competitiors. The new competitors will make the changeover of the old tanks/open pit to the new design much faster.
Does anyone know who make PSN's tanks?
HI!
YSL