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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (61149)7/30/2018 1:54:07 PM
From: Paul Senior1 Recommendation

Recommended By
E_K_S

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Fracing sand/SLSDF, others.

I'll guess that SLSDF investors might have a good shot of seeing a larger % increase in SLSDF stock than if they invested in other frac sand stocks. This would be because of SLSDF's apparently favorable cost of sand, it's increasing production, and its small size (enterprise value, penny stock price).

These sand companies -- all of them, public and private, seem to me to be trying to increase production at a prodigious rate. At some point there will be a huge oversupply available to the market. Maybe not in 2019, but possibly. Maybe even more likely in 2020. My belief anyway.

The business looks good for now though. I'm in SND, HCLP, and have started a seed position in CVIA.
I like CVIA's product and geographical diversity.
coviacorp.com
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