Bullboard Post History

by aggman

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V.HBK	seasonality - the ying and yang no surprise, really. a few balanced takeaways for me from the halt and... December 8, 2014
V.HBK	RE:Halt speculation 2 : could have been called this is going to be very binary: either very bad; or very good. Agrred BT ... December 5, 2014
T.PLS	i see this as a good chance to buy at 1.6 - 1.9 2015 will be a solid year - this volatility is a holiday gift... December 3, 2014
V.HBK	RE:RE:RE:RE:Comparing PLS v HBK Thanks - I have always said - differenece of opinion and respect and good... November 28, 2014
V.HBK	RE:RE:Comparing PLS v HBK the short answer - at this time is no. 1) currently different products... November 27, 2014
V.HBK	RE:Comparing PLS v HBK on #8 I meant to conclude that HBK may have very low production/mining costs ... November 27, 2014
V.HBK	Comparing PLS v HBK At some level they are and look similar - similar product line (aggregate... November 27, 2014
T.NI	RE:RE:follow up on contribution margin (revision up) The numbers - if anything are probably conservative. If anything is... November 23, 2014
T.NI	follow up on contribution margin (revision up) I revise upwards. With Northern White fetching $300/ton at the well... November 22, 2014
T.NI	US Fracking firms confident (despite oil price slump) Oil prices have fallen 30% since late June and shares of such firms as US... November 17, 2014
T.NI	Suggested Names... Victory Silica Canadian Silica Northern White Great Northern White... November 17, 2014
V.HBK	RE:Further DD I agree with you 4Seas - that's a massive gamechanger, it's a dial... November 17, 2014
V.HBK	RE:In addition when the moment arrives when HBK inks one, two or three of these contracts... November 15, 2014
V.HBK	RE:Think about this Correct. MLM state so much in their commentary - and its usually lower... November 15, 2014
T.NI	RE:RE:RE:RE:comparing contribution margins per ton (SLCA vs. NI) - 2014 there is seasonality in this business - saw it last winter with SLCA - so you... November 15, 2014
T.NI	RE:RE:RE:RE:comparing contribution margins per ton (SLCA vs. NI) - 2014 i agree Texano - i find an after market close on a friday to be a bit odd... November 14, 2014
T.NI	RE:RE:comparing contribution margins per ton (SLCA vs. NI) - 2014 Margins are well above what you would expect for the first 35,000 tons. ... November 14, 2014
T.NI	comparing contribution margins per ton (SLCA vs. NI) - 2014 i think this augurs very well: in 2014 q3 - SLCA reported a record... November 14, 2014
T.NI	Smart Sand Partners files for a $100 million IPO Smart Sand Partners, formed by Clearlake Capital to own frac sand production... November 14, 2014
T.PLS	RE:RE:RE:on the question of value think you are spot on: they are marginal (fringe) geographically - so not... November 11, 2014

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Bullboard Post History

by aggman

seasonality - the ying and yang

RE:Halt speculation 2 : could have been called

i see this as a good chance to buy

RE:RE:RE:RE:Comparing PLS v HBK

RE:RE:Comparing PLS v HBK

RE:Comparing PLS v HBK

Comparing PLS v HBK

RE:RE:follow up on contribution margin (revision up)

follow up on contribution margin (revision up)

US Fracking firms confident (despite oil price slump)

Suggested Names...

RE:Further DD

RE:In addition

RE:Think about this

RE:RE:RE:RE:comparing contribution margins per ton (SLCA vs. NI) - 2014

RE:RE:RE:RE:comparing contribution margins per ton (SLCA vs. NI) - 2014

RE:RE:comparing contribution margins per ton (SLCA vs. NI) - 2014

comparing contribution margins per ton (SLCA vs. NI) - 2014

Smart Sand Partners files for a $100 million IPO

RE:RE:RE:on the question of value

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Bullboard Post History

by aggman

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