EMES +4%Nothing on the wires, but my sense is the expectation that during summer - frac sand supply would become tight, and probably spot pricing is getting heady, well I think we are seeing this now, and EMES, with a heavier weighting to Texas is ripping higher (the stock has moved 65% in 4 months).
Other names are following suit.
This universe has gotten a strong following down in the US - over the last 12 months, more analyst coverage - to be expected as contiguous industries to the basin are ultra-attractive.