RE:2021 reportSlow and steady with this one.
Based on SLCA's Q1 earnings for its O&G segment - demand remains strong (still sold out) and price of sand continued to increase in Q1 compared to Q4.
Tons sold by SNS increased in Q1 by 13% compared to Q4, and Zig mentioned in the PR that he expects tons sold to further increase in Q2.
Great to see we are cash flow positive before capex.
Funny to think the deferred tax asset (loses) in the corporation are aprox. half the current market cap.