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 …
Read More »Wrapping Up An Ugly Earnings Season For Sand, Fairmount Santrol Breaks From Consensus On Three Key Points
