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Sand - very interesting!!!

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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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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/

 

 

Emerge Energy Services said this winter’s polar vortex didn’t interrupt its sand production in Wisconsin because its processing plants are enclosed and shielded from the elements. But getting sand shipped out of state was still problematic.

“We did, however, have a tough time getting in enough railcars, a problem that was shared by our competition,” Emerge Chief Executive Rick Shearer said during a conference call.

Major sand producer U.S. Silica said business is booming for both sand and cement producers. Both industries move products in the same type of rail cars, creating a fierce competition between companies.

It used to take six months to get a new rail car, and now takes 12 to 18 months, U.S. Silica spokesman Michael Lawson said.

Houston-based Hi-Crush Partners anticipated this year’s more intense weather. The company said in February that it had stockpiled “pretty big mountains of sand” at its plants in Wyeville and Augusta, Wisc. to keep up with customer orders.

Even so, the overall shortage in the sand market has created a tight supply situation that could push up prices, Hi-Crush Chief Financial Officer Laura Fulton said.

PacWest Consulting Partners, which tracks frack sand prices, expects this year’s cost to be 12% higher than previously forecast.

In 2014 PacWest now anticipates an average price of sand for drilling to be $56 per ton at the mine, excluding the cost of transportation and storage, up from its prior estimate of $50 per ton. The consulting group said frack sand prices will keep steadily increasing over the next three years amid huge growth in demand.

 

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

 

1lwj.jpg

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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/

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

 

1lwj.jpg

Would say there is more than just 4 ascending charts there Conrad. Some good picks.

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SLCA rating by Morgan Stanley at $50

 

love this stock.. very strong diversification.. all sub sectors bullish

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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.”

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Sandstorm looks great value imo. As Luna gets closer to production, Sandstorm will see a big uplift. There are some big players involved with the JDL/Luna deal and it looks hugely positive. Marin Katusa was interviewed on episode 489 of Frank Curzio's Wall Street Unplugged podcast (about 30 mins in) and said the geologists believe there could be 10m Oz of gold at Luna's Aurizona mine. So should be lots of cash coming to Sandstorm.

 

http://www.frankcurzio.com/archives/

 

SSL remains a core long term holding for me.

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