Apr 26, 2018 at 02:09 PM CST
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https://seekingalpha.com/article/4165900-u-s-silica-pokes-2-huge-holes-short-fracking-sand-thesis
There's a very obvious bearish thesis pressuring U.S. Silica and other fracking sand stocks downward. The latest U.S. Silica conference call might have brought significant doubt to the validity of this short thesis by poking two large holes into it. The holes are technical and believable. One of the problems even affects U.S. Silica itself. |