Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (181480)	11/26/2013 5:30:39 PM
From: Jim P.	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 206151

EMES frac sand supplier with a fuel blending business and a small boi-diesel plant. Large reserves, high quality sand, yield next year should be over 10% on current price or over $4 annual rate. If you look at a stock chart you can see it has gotten very popular. Not sure why Citi has it listed as other category. I own some and sold some of the very thinly traded calls against my position. Not very diversified but if the sand business went dead for a few years this company would survive with its other businesses. Fracing sand is the big driver. Lots of capacity recently build and in general this product is having no trouble finding buyers. Very nice niche to be in for the next few years would be my guess. jim