Texas Wedge: Murdoch vs. Rene (depth and ex matters)Texano,
I agree fully with you. Compare and contrast Rene "stumbling into frac sand - 3 years ago - that (honestly) we knew nothing about" vesrus listening to the CEO of US Silica -whom just knows his business inside out - technical aspects of sand products, logistics, rail, load outs, markets, industry trends, whats driving margin expansion - all at an intimate, informed, details, technical, subtle level - that makes you think - yes, this man knows his business, he bossess and scholls analysts and he is strong across everything.
You are dead right: You should have had Ken Murdoch the frac sand expert spearheading the pres - and talking in detail about frac sand and establishing the op. And less of the serendipitious - "ah shucks we lucked out and found frac sand over our nickel and its a gold rush down there alright".
Still - lets keep learning people!. Let's give Rene a solid B-. But if you want that US public valuation comparable - best be running a very tight ship.