Tudor Pickering Holt’s Energy Thoughts On October 17 Related To U.S. Silica

SLCA update part 1 – we recently caught up with the company to discuss evolving market dynamics and continue to believe this geographically diversified sand producer sits well undervalued ($27.81 – B)– As completions cadence continues to ramp in the US and proppant/horizontal well sits >12mmlbs (vs. ~5-6mm lbs/well in 2014 or ~8-10mm lbs in […]