• U.S. Silica Holdings Inc. (SLCA)
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Q: We are down 50% on SLCA and are considering buying Square (SQ), do you see any potential upside coming with SLCA to make it too soon to sell at a loss?....thank you ...Vic

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Read Answer Asked by Victor on September 26, 2018

• U.S. Silica Holdings Inc. (SLCA)
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• Select Sands Corp. (SNS)
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• Covia Holdings Corporation (CVIA)
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• Hi-Crush Partners LP representing limited partner interests (HCLP)
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Q: Sales increase, price per ton increasing, but EBITDA not so much. What is your long term view on frac sands companies. Deepwater and oil sands are not where I want to be.
I am a patient holder of a small company (SNS) that is working on efficiencies. Should I hold?

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Read Answer Asked by David on January 25, 2018

• Calfrac Well Services Ltd. (CFW)
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• Trican Well Service Ltd. (TCW)
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• U.S. Silica Holdings Inc. (SLCA)
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• Covia Holdings Corporation (CVIA)
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Q: Please explain what happened to the frac sand suppliers today. They all had a big drop today. Iv'e been watching them for a while now and thinking of stepping into them. Which ones do you like, why?
How about the pumpers like Trican and calfrac?

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Read Answer Asked by Doug on July 25, 2017