Infill Thinking Lifting the O&G knowledge curve
This earnings season has been rough on the sand stocks. The sell-off appears to be the classic case of a crowded trade. Sand stocks we monitor had increased 433% from the bottom about this time last year. In the past three weeks (as they reported 4Q16 earnings), they’ve fallen 30%.
Big Oil Service Index includes: BHI, HAL, SLB, WFT
Frac Sand Index includes: SLCA, HCLP, EMES, FMSA
In this post we address why and what’s coming next as well as specific details you need to know about Farimount Santrol – one of the biggest frac sand companies in the market today with ~20% market share.
There’s a lot more to this story…
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