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To: northerner3 who wrote (217998)2/26/2022 8:57:01 AM
From: northerner3  Respond to of 233882
 
US Silica - "we are essentially sold out of sand proppant" Per today's earnings release: "In our Oil and Gas segment, proppant and logistics demand improved sequentially, driven by stronger customer activity, particularly in West Texas. During the quarter, we also executed a number of contracts at improved prices as customers have been intent on securing proppant and delivery services for what is expected to be a very strong first half of 2022. Given these developments, we are essentially sold out of sand proppant."



To: northerner3 who wrote (217998)2/26/2022 10:17:13 AM
From: johnlw  Read Replies (2) | Respond to of 233882
 
Good luck with it. I see they have kept the float sane. Are they profitable yet?