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Dan Loeb's Bearish View on Frac Sand Stocks Earlier this week, I showed you how the share prices of frac sand suppliers have crashed since February and have generated a lot of pain for shareholders. Here is the not so pretty picture: Ticker Company 2017 Share Price Peak Current Share Price Decline % Decline SLCA U.S. Silica $61.49 $37.39 $24.10 39% EMES Emerge Energy $24.45 $11.19 $13.26 54% HCLP Hi-Crush $23.30 $13.37 $9.93 43% FMSA Fairmount Santrol $13.12 $5.00 $8.12 62% Shareholders...
The Offshore Oil Business Is Crippled And It May Never Recover How badly do oil producers want to transition out of the deepwater and focus on shale? And guess what that means for the global oil price? Exxon Mobil (NYSE:XOM) just paid Seadrill (NYSE:SDRL) $125 million in cash to get out of its commitment to...
Great Investors Share One Trait – They Wait For The Fat Pitch (Exactly Like This One) If you want to be a really good investor, you need to be able to do one thing really well: Sit on your hands and do nothing. It sounds easy, but it is the hardest thing...
UNIQUE PRODUCT, BRILLIANT STRATEGYNew CEO Explains The Perfect Set-Up forBeyond Tobacco   I have rarely had my eyes opened in a CEO interview like I did last Friday with new TAAT (TAAT-CSE) CEO Setti Coscarella. The way he outlined the product positioning and marketing plan for TAAT’s Beyond Tobacco cigarettes—no...
Poseidon Concepts executive Kostelecky Is Criminally Charged Editors Note:  Calgary's Poseidon Concepts was a market darling in 2011-2012, rising from $2.65 - $16 on the Toronto Stock Exchange.  The company proclaimed it was so profitable making and selling frac water tanks, it started a dividend.  But doubts in the Market...
One year ago, I wrote this story, asking—could the Bakken ever hit 1 million barrels of oil per day (bopd) production? Well, now the Market is asking—when (not if) will it hit 2 million? A massive, 76-page report from Goldman Sachs from late September suggests 2023—that’s another TEN YEARS of growth—with the biggest growth year...
Napoleon is credited with the saying—I would rather have my generals be lucky than good. And that’s a good saying for Yangarra Resources (YGR-TSX), as they discovered how prolific the Lower Cardium, or  “Bioturbated Zone" is in Alberta's massive Cardium formation--all by accident. They were drilling in the main Cardium zone above--which...
Last week and this week I look at two ag commodities--phosphate and this week -- POTASH. Prices are soaring--but is this the peak of the cycle? If you only looked at the supply and demand of the potash market, you would come away thinking its balanced. Potash demand is...