Demand continues for frac sand in the United States. In 2013, significant supply hit the market. This decreased average pricing. Current expectations are for a pricing rebound, as demand is increasing. Although we are seeing an overall decrease in the number of rigs drilling in the U.S., frac sand intensity continues to increase. US Silica (NYSE:SLCA) could be the best way to play this. I initially recommended SLCA back in early August. This has worked out well as the stock is up 46%. It is currently expanding production, and may have the best logistics in the business. It has underperformed other players in the industry, but may have more upside. Operators have started to adopt a new completion...
|FREE||SA PRO MEMBERS|
|IDEA GENERATOR||X||Exclusive access to 10 PRO ideas every day|
|INVESTING IDEAS LIBRARY||X||Exclusive access to PRO library of more than 15,000 ideas|
|SECTOR EXPERT NETWORK||X||Exclusive access to all sector experts for direct consultation|
|PERFORMANCE TRACKING||X||Track performance of all PRO stock ideas|
|PROFESSIONAL TOOLS||X||Professional Idea Filters to zero-in based on industry, market cap and more|