Thoughts On Emerge Energy Services’ Discussion Of The New San Antonio Mine

After announcing the acquisition of a San Antonio sand mine on Monday, Emerge Energy Services hosted a conference call on Wednesday to discuss the deal and future plans for the site.

If you need to get up to speed on the transaction and our initial take, please refer to this update from earlier this week: Emerge Energy Services Is Adding 3mmtpa To The Texas Frac Sand Supply Stack With Eagle Ford Play.

Our analysis in this update focuses on what was incremental (and important in our opinion) from the conference call in eight insightful bullet points…

There’s a lot more to this story…

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