Tag Archives: emerge energy services

In April 2018, Infill Thinking’s research team had an opportunity to visit the new Emerge Energy Services plant in San Antonio and meet one-on-one with management to learn about operations there. Then in early-May, the company hosted their 1Q18 conference call. Blending what we learned from these two sources results …

On the back of a strong conference call and roughly in-line 4Q17 results, Emerge Energy Services stock traded almost 7% higher yesterday. The following are some of our key takeaways from CEO Rick Shearer and his team’s commentary on the conference calls.  These points include the latest progress on San …

Emerge Energy Services has been in the news quite a bit recently after hosting their earnings call earlier this month and making an Eagle Ford mine acquisition a few weeks before that. After all their recent disclosures, there wasn’t a whole lot of “new news” made at their analyst day last …

1Q17 reporting season is drawing to a close. Over the past week, we heard from two more frac sand miners: Smart Sand Inc. and Emerge Energy Services. To cap off earnings season, we went back through our conference call notes from these two producers and pulled out the eight most important points …

After announcing the acquisition of a San Antonio sand mine on Monday, Emerge Energy Services hosted a conference call on Wednesday to discuss the deal and future plans for the site. If you need to get up to speed on the transaction and our initial take, please refer to this …

Back in early-March, we wrote to subscribers that a frac sand miner was evaluating a deposit outside San Antonio to serve the Eagle Ford (see point 1 here), something we picked up on the sidelines of the industry’s leading conference. This morning, Emerge Energy Services announced they’ve closed an Eagle Ford …