vssmnn Posted March 24, 2014 Author Report Share Posted March 24, 2014 Victory Nickel Inc. ("Victory Nickel" or the "Company") (TSX:NI) today announcedthat it has started sales of frac sand produced at its Seven Persons frac sandplant (the "7P Plant") near Medicine Hat, Alberta. Sand produced duringcommissioning is being sold and delivered on a spot basis and the Company'sfirst supply agreement is being negotiated.The 7P Plant is a 500,000 ton-per-year dry frac sand processing facility builtby the Company during 2013/2014. Situated in an ideal location to consistentlysupply the highest quality Midwestern white frac sand to customers in Alberta,BC, Manitoba, Saskatchewan and North Dakota, the 7P Plant has 22,000 tons of drysand storage capacity. The 7P Plant's capacity, inventory and location willensure timely availability of commercial quantities of the highest quality16/30, 20/40, 30/50 and 40/70 premium Midwestern white frac sand when and wherecustomers need it. Link to comment Share on other sites More sharing options...
vssmnn Posted April 1, 2014 Author Report Share Posted April 1, 2014 How the Wisconsin Winter Puts a Chill on Texas Oil Drilling http://blogs.wsj.com/corporate-intelligence/2014/03/31/how-the-wisconsin-winter-puts-a-chill-on-texas-oil-drilling/ Emerge Energy Services said this winter’s polar vortex didn’t interrupt its sand production in Wisconsin because its processing plants are enclosed and shielded from the elements. But getting sand shipped out of state was still problematic.“We did, however, have a tough time getting in enough railcars, a problem that was shared by our competition,” Emerge Chief Executive Rick Shearer said during a conference call.Major sand producer U.S. Silica said business is booming for both sand and cement producers. Both industries move products in the same type of rail cars, creating a fierce competition between companies.It used to take six months to get a new rail car, and now takes 12 to 18 months, U.S. Silica spokesman Michael Lawson said.Houston-based Hi-Crush Partners anticipated this year’s more intense weather. The company said in February that it had stockpiled “pretty big mountains of sand” at its plants in Wyeville and Augusta, Wisc. to keep up with customer orders.Even so, the overall shortage in the sand market has created a tight supply situation that could push up prices, Hi-Crush Chief Financial Officer Laura Fulton said.PacWest Consulting Partners, which tracks frack sand prices, expects this year’s cost to be 12% higher than previously forecast.In 2014 PacWest now anticipates an average price of sand for drilling to be $56 per ton at the mine, excluding the cost of transportation and storage, up from its prior estimate of $50 per ton. The consulting group said frack sand prices will keep steadily increasing over the next three years amid huge growth in demand. Link to comment Share on other sites More sharing options...
vssmnn Posted April 5, 2014 Author Report Share Posted April 5, 2014 Update: EMES, SLCA, Carbo & HCLP very strong :-) Link to comment Share on other sites More sharing options...
vssmnn Posted April 14, 2014 Author Report Share Posted April 14, 2014 Low iron glass CSP represents 3% of the world glass production. Markets at $355 million in 2013 are expected to reach $11.3 billion by 2020Growth is expected to achieve 15% of total low iron glass at glass production in 2020, i.e. the same level as automotive glass.The companies mentioned in this report are ioglass, Schott – Receivers, eSolar, Guardian,ACWA Holding / SUN & LIFE / Flabeg, Almeco Solar, China Glass Holdings, Dubai Investments PJSC, Guangdong Golden Glass Technologies, Guangfeng Solarglass (Hong Kong),Gujarat Borosil Ltd. (GBL), Hangzhou AMD PV Glass, Hecker Glastechnik, Interfloat, Jinjing Group, Nippon Sheet Glass NSG Group, Oerlikon Solar, Pilkington, ReflecTech, Saint Gobain Solar SG, Sener, Shandong Glass Group, Shanghai Flat Glass Co Ltd, Siemens Concentrated Solar Power, Ltd, Sisecam Group, Succeed Glass Co., Ltd / Henan Succeed New Energy,Sunarc Technology, SunRun and U.S. Bancorp, Targray, Targray Solar, Tata BP Solar, Trakya Cam Sanayii A.S, US Silica and Zhejiang Flat Glass Co., Ltd.http://www.prcarbon.com/low-iron-glass-for-concentrating-solar-power-csp-markets-to-reach-11-3-billion-by-2020/5218943/ Link to comment Share on other sites More sharing options...
jerpy Posted April 15, 2014 Report Share Posted April 15, 2014 Update: EMES, SLCA, Carbo & HCLP very strong :-) Would say there is more than just 4 ascending charts there Conrad. Some good picks. Link to comment Share on other sites More sharing options...
vssmnn Posted April 16, 2014 Author Report Share Posted April 16, 2014 SLCA rating by Morgan Stanley at $50 love this stock.. very strong diversification.. all sub sectors bullish Link to comment Share on other sites More sharing options...
vssmnn Posted April 20, 2014 Author Report Share Posted April 20, 2014 Fracking Sand Spurs Grain-Like Silos for Rail Transport: Freight http://www.businessweek.com/news/2014-04-17/fracking-sand-spurs-grain-like-silos-for-rail-transport-freight ‘Logistical Equation’“It’s really a complicated logistical equation and the small companies can’t do it,” Dobell said. “The big guys are really going to take a lot of market share because they have the capital to make the investments.”Emerge is building toward 20 unit trains of sand a month from none two years ago, Shearer said. The company is adding two new mines that together will have annual capacity of 5 million tons and give it access to Canadian National Railway Co. (CNR) and Canadian Pacific Railway Ltd. (CP) The company’s existing mines are served by Union Pacific and BNSF, he said.“We will be on four Class I railroads when we finish these plants,” Shearer said. “That was a key focus for us to add this logistics flexibility.”U.S. Silica is now selling 70 percent of frac sand from its storage facilities near drilling areas, up from 5 percent two years earlier, U.S. Silica’s Shinn said.“It’s been really a massive transformation,” Shinn said. “Some days it feels like we’re more of a logistics company that just happens to sell sand.” Link to comment Share on other sites More sharing options...
vssmnn Posted July 20, 2014 Author Report Share Posted July 20, 2014 all is good :-) Link to comment Share on other sites More sharing options...
vssmnn Posted August 26, 2014 Author Report Share Posted August 26, 2014 EMES is flying: Tenbagger in 15 months Link to comment Share on other sites More sharing options...
vssmnn Posted October 15, 2014 Author Report Share Posted October 15, 2014 Morgan Stanley voices concern over potential frac sand shortagehttp://www.indmin.com/Article/3390709/Morgan-Stanley-voices-concern-over-potential-frac-sand-shortage.html Link to comment Share on other sites More sharing options...
vssmnn Posted December 23, 2014 Author Report Share Posted December 23, 2014 hot numbers about fracking breakeven: Link to comment Share on other sites More sharing options...
vssmnn Posted January 8, 2015 Author Report Share Posted January 8, 2015 back to the beginning waiting for restart Link to comment Share on other sites More sharing options...
JIMBOWEN27 Posted February 10, 2017 Report Share Posted February 10, 2017 Sandstorm looks great value imo. As Luna gets closer to production, Sandstorm will see a big uplift. There are some big players involved with the JDL/Luna deal and it looks hugely positive. Marin Katusa was interviewed on episode 489 of Frank Curzio's Wall Street Unplugged podcast (about 30 mins in) and said the geologists believe there could be 10m Oz of gold at Luna's Aurizona mine. So should be lots of cash coming to Sandstorm. http://www.frankcurzio.com/archives/ SSL remains a core long term holding for me. Link to comment Share on other sites More sharing options...
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