the thundering herd...everything (US frac names) robustedly up again, as the good and great of funds management process the 41-page Raymond James report - and want t get a 50% return (but not an 800% return) - that some have gleaned in just 2 short years.
I'm liking the backdrop here for Victory Silica to be presenting in both New York City and Houston in the next 4 weeks.
Surely, anyone (any investor) worth there salt, in reading the report will be thinking - where do I allocate capital in Canada - which is 2 yrs. behind the US industry curve.
Victory Silica just needs to methodically build this position out and grow into a very rich valuation. My sense is after the long weekend, there may be increasing assessment and interest in the Canadian proppant market.