High Crush partners, Smart Sands...The big players in the frac sand market have fallen so much lately I don't see much incentive in accumulating in a higher risk play like Select Sands anymore. I can buy Smart Sands or High Crush with more certainty that I will see gains once Oil settles in a more favorable price. $60 oil would surely double both of these companies. Safer bet is all. Anyone else have thoughts on the bigger companies in the frac sands market?
High Crush is down 9% today, nearly 50% losses since February. Smart Sands down 5.5%, also down 50% since February. Might have to start looking here.