There are 3 articles on this stock available only to PRO subscribers.
From other sites
at CNBC.com (Dec 10, 2014)
at Zacks.com (Dec 10, 2014)
at Zacks.com (Dec 9, 2014)
at Nasdaq.com (Dec 1, 2014)
at Zacks.com (Nov 26, 2014)
at Zacks.com (Nov 24, 2014)
at Zacks.com (Nov 21, 2014)
at Zacks.com (Nov 19, 2014)
at Zacks.com (Nov 17, 2014)
at Zacks.com (Nov 13, 2014)
- The stock's recent, steep correction on plunging oil prices may not be overly reactionary.
- The company could be highly sensitive to fracking output if low oil prices prevail for an extended period of time.
- Already highly leveraged, the company could face real cash flow problems in this scenario.
Emerge Energy Laying Groundwork For Triple-Digit Earnings Growth
- Emerge Energy Services has a solid fuel processing and distribution business and an even better fracking sand segment.
- Emerge Energy Services is flying high on the back of strong demand of proppants.
- Here's what Emerge Energy Services is doing to post triple-digit earnings and double-digit revenue growth.
Shutting Shutterstock Out Of The Portfolio For This High-Yielding Emergeing Oil Play
- I wanted to get access back into an oil stock without actually owning a company that deals with the commodity itself and I felt Emerge was the solution.
- Emerge is a high-yielding company which pays out a high-yielding dividend and is fairly valued on 2015 earnings estimates while being inexpensive on earnings growth potential.
- Shutterstock is an expensive earnings growth stock which I felt was time to take profits in at the time of the swap.
- Emerge Energy offers 50% Plus in Capital Gains and Distributions.
- Emerge Energy has appreciated more than 500% over the past year easily besting the performance of the S&P 500.
- Despite the year long returns, this fracking entity has significant upside in its future.
- The company looks to capitalize on the sector's strengths and appears to provide further quarterly distributions.
Buy This MLP For Its Strong Growth Prospects And High Yield
Emerge Energy: A 14% Dividend Payer For The Energy Income Investor
Mon, Dec. 1, 12:46 PM
Fri, Nov. 28, 12:48 PM
- Fracking sand plays U.S. Silica (SLCA -26.3%), Hi-Crush Partners (HCLP -17.3%), and Emerge Energy (EMES -16.5%) are among the many energy names sporting double-digit declines in response to OPEC's decision not to cut crude production, and the resulting plunge in crude prices. As are proppant providers Carbo Ceramics (CRR -16.2%) and FMSA Holdings (FMSA -16.5%).
- Wells Fargo's Wednesday downgrade of U.S. Silica was well-timed.
Wed, Nov. 19, 5:48 PM
- Not every price in the energy business is dropping: Despite falling crude oil prices and, until recently, a natural gas price stuck below $4/Mcf, demand for fracking sand continues to outpace supply.
- But if oil prices remain below $80/bbl, drilling and oilfield services companies would be pressured as E&P companies reduce their capital spending and their demand for services, which could result in reduced proppant volumes, a recent Moody's report warns.
- Key sector names: SLCA, HCLP, EMES
Thu, Oct. 30, 8:59 AM
Mon, Oct. 27, 8:55 AM
- Goldman Sachs lowers its ratings on the oil services sector (NYSEARCA:OIH) to Cautious from Attractive and downgrades several specific stocks as it cuts its 2015 oil price forecast.
- U.S. land activity will suffer the biggest impact of the lower price deck, Goldman says, with customer capital spending expected to decline 6% next year vs. its prior outlook for a 9% increase; as a result, the firm now forecasts the horizontal U.S. rig count to fall 7%, or ~200 rigs, over the next 12 months.
- Goldman downgrades Parsley Energy (PE -3.8% premarket), Diamond Offshore (DO -1.5%), Laredo Petroleum (LPI -9%) and Basic Energy Services (BAS -6.2%) to Sell with sharply lower price targets; Patterson-UTI (NASDAQ:PTEN), Pioneer Energy (NYSE:PES) and Emerge Energy (NYSE:EMES) are cut to Neutral.
- The firm adds Oceaneering (OII -0.3%) to its Conviction Buy list; it also removes Halliburton (HAL -1.5%) from the list but maintains its Buy rating on the stock.
Thu, Oct. 9, 2:42 PM
- Emerge Energy Services (EMES -3.3%) says it believes a stop-work order from Trempealeau (Wisc.) county officials to the company's Superior Silica Sands subsidiary was issued in error and should have been given to another firm mining frac sand in the area.
- SSS is engaged in grading and excavating activities in the area with the intent to construct a dry plant to begin operations in 2015.
Sat, Sep. 27, 9:15 AM
- Worries that energy MLPs could struggle to produce gains this year have proven unfounded, as the group has produced double the return of the broader market so far this year and are yielding ~5.2%.
- Distributions during Q2 rose 6.8%, growth that can compensate for price declines as other income investments with less risk attract investors.
- Kinder Morgan's (KMI, KMP) consolidation is no longer seen as spelling the end of the MLP as a structure, and most analysts see continued robust growth and hefty valuations from the industry.
- The Alerian MLP Index has returned 17% YTD vs. 12% for the Philadelphia Utilities Index components and 8% for the S&P 500; among individual MLPs, Emerge Energy (NYSE:EMES) leads the pack with a 267% return while the laggard is Oxford Resource Partners (NYSE:OXF) with a loss of 57.5%.
- But the problem with MLPs is that the assets underlying them generally have a finite lifespan, and many have been bid up to very high prices; Enterprise Product Partners (NYSE:EPD), for example, is yielding just 3.8% and trading at 4.8x book value.
- ETFs: AMLP, AMJ, MLPL, YMLP, MLPI, MLPA, MLPN, EMLP, MLPX, MLPG, MLPS, MLPY, AMU, YMLI, ZMLP, ENFR, ATMP, MLPW, MLPC, IMLP, OSMS
Wed, Sep. 24, 11:18 AM
- Hi-Crush Partners (HCLP +6.8%) is upgraded to Buy from Hold with a $66 price target at Wunderlich, citing predictable growth and solid fundamentals.
- The recent pullback in oil prices that has impacted E&P stocks has also taken a toll on frac sand stocks, particularly HCLP; the firm says the group's fall is much greater than the drop in oil prices and the E&P index, but demand for Northern White Sand remains inelastic in the near term.
- Wunderlich continues to prefer Emerge Energy (EMES +4.8%) to HCLP on a risk-adjusted basis, but it rates both stocks at Buy.
- Not mentioned in the report, U.S. Silica (SLCA +3.5%) also is moving higher today.
Tue, Sep. 23, 12:58 PM
- Hi-Crush Partners (HCLP -5.8%) is sharply lower, apparently due to a negative mention last night from Jim Cramer, who urged investors to avoid the stock as well as U.S. Silica (SLCA -2.3%) after big gains YTD.
- "At the end of the day, this stuff is just sand and sand is plentiful," Cramer says, adding that oil drillers could switch to another substance in place of sand for fracking if the sand ever gets too expensive.
- The only frac sand play Cramer likes - and only if one must own a stock in the space - is Emerge Energy Services (EMES -5.8%).
Thu, Sep. 18, 6:26 PM
- U.S. Silica (NYSE:SLCA) says demand for frac sand could triple over the next five years as energy companies use increasing amounts to extract more oil and gas from shale fields.
- SLCA CEO Bryan Shinn tells Reuters some customers are using 10K tons of sand for one well - "a mile long train of sand, to just frac one well."
- SLCA sold ~8.2M tons of sand in 2013, and expects its sand volumes to grow 30%-35% this year; it is looking to ramp up frac sand production capacity to 14M tons by 2016.
- SLCA's stock price has more than doubled YTD; rivals Hi Crush Partners (NYSE:HCLP) and Emerge Energy (NYSE:EMES) have jumped 65% and 168% YTD respectively.
Tue, Sep. 2, 2:39 PM
- Emerge Energy Services (EMES -7.6%) is downgraded to Neutral from Outperform with a $132 price target, down from $137, at Robert W. Baird due to valuation, although the firm remains positively biased toward EMES on strong fundamentals.
- Last quarter, EMES finally came up short of ever-growing expectations, posting $30M in EBITDA vs. Baird's $32M expectation; now, with 28% appreciation since the Q2 call on Aug. 6, the firm sees nothing new except better appreciation by investors of the frac sand story.
- High-flying peer Hi-Crush Partners (HCLP -5.8%) also is down sharply, but U.S. Silica (SLCA -0.6%) hit another 52-week high earlier before fading.
Fri, Aug. 29, 10:25 AM
- "Sand is the new gold," as share prices surge for U.S. companies which supply sand to energy producers in response to the growing use of fracking to extract oil and natural gas from shale formations.
- U.S. Silica (SLCA -0.4%), the biggest producer, has posted 52-week highs in nine of the past 10 trading sessions and has more than doubled YTD; Emerge Energy (EMES +0.9%) and Hi-Crush Partners (HCLP +2.7%) have posted respective YTD gains of 218% and 78%.
- Demand for fracking sand next year will be 96% higher than in 2015, with shortages continuing for years, Morgan Stanley analyst Ole Storer predicts in raising his 12-month price target for SLCA to $80.
Wed, Aug. 6, 8:45 AM
Tue, Aug. 5, 12:39 PM
- Frackers are expected to use nearly 95B pounds of sand this year, up nearly 30% from 2013 and up 50% from forecasts made just a year ago; as demand for the fracking sand takes off, sand prices are surging and the stock prices of sand producers are on the rise.
- It can take 4M pounds of sand to frack a single well, but several companies are experimenting with using more after finding that the output of wells is up to 30% higher when they're blasted with more sand; ~20% of all onshore wells are now being fracked with extra sand, but the technique could expand to 80% of all shale wells, according to RBC analysts.
- U.S. Silica (NYSE:SLCA) expects demand for sand will be at least 25% higher than supply for the rest of this year; it already has raised prices for some frack sand and plans to start charging 10%-20% more for the top-of-the-line Northern White sand.
- Hi-Crush Partners (NYSE:HCLP) is predicting another 5%-10% increase in sand prices before year's end; the company recently signed seven new long-term contracts at higher prices and for greater volumes with oilfield service firms.
- Frack sand producer Emerge Energy (NYSE:EMES) was last year's most successful public offering, with a share price that has shot up 558% since its debut.
Tue, Jul. 1, 12:59 PM
- Emerge Energy Services (EMES +2.3%) slumped nearly 13% after it announced a 3.5M-unit secondary offering, but Wunderlich believes the pullback is overdone and presents an attractive buying opportunity, as EMES fundamentals remain solid (Briefing.com).
- The issuance should not impact the stock, as the number of outstanding common units will remain unchanged, the firm adds.
- Wunderlich also notes the relative valuation of EMES vs. peer Hi-Crush Partners (HCLP -3.2%), which trades at a significant premium to EMES.
Fri, Jun. 20, 12:45 PM
EMES vs. ETF Alternatives
Other News & PR