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...

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