Post by
Frankie10 on Feb 28, 2023 4:24pm
SND
More positive macro news for the sand industry. Train is leaving the station.
Comment by
Dexo89 on Feb 28, 2023 11:24pm
Select needs to poach Smart Sands sales team . There's a market out there for the product no doubt about that!
Comment by
biggame on Mar 01, 2023 3:19pm
las year CEO couldnt wait to announce Q1 sales estimates on feb 14. Nothing so far this year. Are the rail cars moving loaded or sitting empty? Market is not anticipating good news judging by stock price and volume. Sure hope sns is on that train leaving the station
Comment by
Dexo89 on Mar 01, 2023 9:44pm
Who wants to play over/under? 60k tons in the 4th and 1st qtrs, unfortunately I think that guess might be high.
Comment by
Frankie10 on Mar 02, 2023 10:10am
Very true. Management historically gets very quite when news is bad. Hard not to take that over when they've said railcar issue resolved and macro seems to be stronger than ever for sand based on SLCA and SND earnings. saying that, SNS has a magical way of letting me down.
Comment by
biggame on Mar 27, 2023 10:38am
Q1 ends in 4 days. no operational update. not looking good
Comment by
Frankie10 on Mar 27, 2023 11:39am
Expecting a very poor Q4 or an announcement that the company has been sold.
Comment by
Dexo89 on Mar 27, 2023 2:36pm
If it was sold what are the chances we'd at least get current market value for shares? I had $34k in a lithium mining company that declared bankruptcy, but basically continued operations with all assets under a new or parent company. Shareholders got zilch. It seemed so much like stealing lol. If that happens here I might never swing for the fences again