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vssmnn

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About vssmnn

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    Millennium man

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    http://www.dyor.de
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    Male
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    Germany
  • Interests
    Congo, Greenland.. good stories
  1. vssmnn

    Sand - very interesting!!!

    back to the beginning waiting for restart
  2. thx... top pick to watch ..will eat a Bratwurst for you :-)))
  3. vssmnn

    Sand - very interesting!!!

    hot numbers about fracking breakeven:
  4. vssmnn

    Sand - very interesting!!!

    Morgan Stanley voices concern over potential frac sand shortage http://www.indmin.com/Article/3390709/Morgan-Stanley-voices-concern-over-potential-frac-sand-shortage.html
  5. vssmnn

    Sand - very interesting!!!

    EMES is flying: Tenbagger in 15 months
  6. vssmnn

    Sand - very interesting!!!

    all is good :-)
  7. vssmnn

    Sand - very interesting!!!

    Fracking Sand Spurs Grain-Like Silos for Rail Transport: Freight http://www.businessweek.com/news/2014-04-17/fracking-sand-spurs-grain-like-silos-for-rail-transport-freight ‘Logistical Equation’ “It’s really a complicated logistical equation and the small companies can’t do it,” Dobell said. “The big guys are really going to take a lot of market share because they have the capital to make the investments.” Emerge is building toward 20 unit trains of sand a month from none two years ago, Shearer said. The company is adding two new mines that together will have annual capacity of 5 million tons and give it access to Canadian National Railway Co. (CNR) and Canadian Pacific Railway Ltd. (CP) The company’s existing mines are served by Union Pacific and BNSF, he said. “We will be on four Class I railroads when we finish these plants,” Shearer said. “That was a key focus for us to add this logistics flexibility.” U.S. Silica is now selling 70 percent of frac sand from its storage facilities near drilling areas, up from 5 percent two years earlier, U.S. Silica’s Shinn said. “It’s been really a massive transformation,” Shinn said. “Some days it feels like we’re more of a logistics company that just happens to sell sand.”
  8. vssmnn

    Sand - very interesting!!!

    SLCA rating by Morgan Stanley at $50 love this stock.. very strong diversification.. all sub sectors bullish
  9. vssmnn

    Sand - very interesting!!!

    Low iron glass CSP represents 3% of the world glass production. Markets at $355 million in 2013 are expected to reach $11.3 billion by 2020 Growth is expected to achieve 15% of total low iron glass at glass production in 2020, i.e. the same level as automotive glass. The companies mentioned in this report are ioglass, Schott – Receivers, eSolar, Guardian, ACWA Holding / SUN & LIFE / Flabeg, Almeco Solar, China Glass Holdings, Dubai Investments PJSC, Guangdong Golden Glass Technologies, Guangfeng Solarglass (Hong Kong), Gujarat Borosil Ltd. (GBL), Hangzhou AMD PV Glass, Hecker Glastechnik, Interfloat, Jinjing Group, Nippon Sheet Glass NSG Group, Oerlikon Solar, Pilkington, ReflecTech, Saint Gobain Solar SG, Sener, Shandong Glass Group, Shanghai Flat Glass Co Ltd, Siemens Concentrated Solar Power, Ltd, Sisecam Group, Succeed Glass Co., Ltd / Henan Succeed New Energy,Sunarc Technology, SunRun and U.S. Bancorp, Targray, Targray Solar, Tata BP Solar, Trakya Cam Sanayii A.S, US Silica and Zhejiang Flat Glass Co., Ltd. http://www.prcarbon.com/low-iron-glass-for-concentrating-solar-power-csp-markets-to-reach-11-3-billion-by-2020/5218943/
  10. vssmnn

    Sand - very interesting!!!

    Update: EMES, SLCA, Carbo & HCLP very strong :-)
  11. vssmnn

    Sand - very interesting!!!

    How the Wisconsin Winter Puts a Chill on Texas Oil Drilling http://blogs.wsj.com/corporate-intelligence/2014/03/31/how-the-wisconsin-winter-puts-a-chill-on-texas-oil-drilling/
  12. vssmnn

    Sand - very interesting!!!

    Victory Nickel Inc. ("Victory Nickel" or the "Company") (TSX:NI) today announced that it has started sales of frac sand produced at its Seven Persons frac sand plant (the "7P Plant") near Medicine Hat, Alberta. Sand produced during commissioning is being sold and delivered on a spot basis and the Company's first supply agreement is being negotiated. The 7P Plant is a 500,000 ton-per-year dry frac sand processing facility built by the Company during 2013/2014. Situated in an ideal location to consistently supply the highest quality Midwestern white frac sand to customers in Alberta, BC, Manitoba, Saskatchewan and North Dakota, the 7P Plant has 22,000 tons of dry sand storage capacity. The 7P Plant's capacity, inventory and location will ensure timely availability of commercial quantities of the highest quality 16/30, 20/40, 30/50 and 40/70 premium Midwestern white frac sand when and where customers need it.
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