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Gold/Mining/Energy : Big Dog's Boom Boom Room

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From: MIRU3/21/2012 8:43:28 AM
1 Recommendation   of 206252
 
From MS -- a frac/sand (proppant) play:

Pricing commentary from SLCA’s 4Q11 earnings call supports our view that white sand fundamentals are still tightening. We are raising our estimates in line with guidance and our PT to $28 from $26. We remain OW and expect SLCA to outperform the NAm-focused small cap oil services universe.
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