Select Sands Corp V.SNS

Select Sands July 28, 2021 corporate deck presentation

[allison5120]

https://www.selectsands.com/docs/presentations/SNS-Investors-deck-07282021.pdf

[Frankie10]

Per presentation, reconfiguration saves $8.25 per ton x 85k tons sold in q2, that is ~$700k... as i have said, earnings should be fun. Also, Zig's shift in language with respect to continued growth is interesting and I would love to hear upper guidance for q3 of 100k tons.. based on the presentation, the goal is clearly to get back to 150k tons per quarter or 600k tons per year.

[Midtown007]

If I recall correctly the share price hit around $1.50 back when they were doing  600,000 tons/year

[Midtown007]

I was correct, brought the chart up and back in 2017 when Fracking was booming share price went above $1.50      its been a long 3 years but at least Select Sands has survived where many didn't.  Maybe where they appear to be the only Sand Mine that has Northern White sand other then the ones from Wisconsin has given them a competitive advantage. I think their mine is

[yixter]

.055 is a gift in my opinion oil is up, nat gas prices are up, patch activity is up it's a matter of time until this is up much further than these current prices!

[biggame]

Something is up! New presentation, debt refinancing, increase in sand sold. lets see how close to break even Q2 is!

[Midtown007]

Yeah  I think so to,  the last 3 years has been challanging for the Fracking Industry but things appear to be looking up.   A lot of companies were not able to weather the storm but Select Sands has been able to.   It was sure nice to see the increase in tonnage shipped this last quarter and hopefully that trend will continue.   I also think the fact that Select Sands has

[biggame]

after forgiveness of $570000 government wage loan we ended with some net income. Just back of the envelope 100000 tons per quarter should be break even volume. Did notice that 4 mil more shares outstanding in this 2nd quater period. Looking forward to hearing next update

[Frankie10]

o/s shares still at 88.5M

[biggame]

you are correct, no new shares issued! My mistake!