Casey Hoerth
Long only, long-term horizon, growth at reasonable price, dividend investing

US Silica: Small Cap Oil Servicer Set To Double Earnings By 2016

US Silica Holdings (NYSE:SLCA) is a silica sand supplier company. It produces industrial minerals, including whole grain silica, ground silica, calcined kaolin and aplite clay and finally proppant sand for hydraulic rock fracturing. The Company operates in two segments: oil and gas, and industrial and specialty products. US Silica is a 100+ year old company with a renewed vigor. Up until just a few years ago this was a much sleepier business, providing only minerals for industrial purposes. But sand has found a new use in proppant, a necessary ingredient for hydraulic fracturing in oil and gas drilling. This has put a new wind beneath this company's wings.

Hydraulic fracturing has meant a renaissance for US Silica. Until...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details