US Silica Outlines SandBox Changes & Sand Mine Rationalization Expectations As Proppant Earnings Season Gets Off To A Rough Start

Rough start to frac sand earnings season – a start inline with the implications of Union Pacific’s earnings a couple weeks back.

US Silica’s stock performance on their earnings release this morning (-30% intraday) reminds us this morning that bad news is never priced until it happens.

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