Motley Fool  Oct 5  Comment 
A slightly improving outlook for U.S. oil and gas drilling and an OPEC decision helped give shares of U.S. Silica Holdings, Emerge energy Services, Hi-Crush Partners, and Fairmount Santrol Holdings a decent boost in September.
Benzinga  Sep 23  Comment 
RBC expects U.S. Silica Holdings Inc (NYSE: SLCA) to benefit from fundamental tailwinds and sees potential for pricing power, share gains, and additional M&A as it maintained its Outperform rating on the stock. The tailwinds include "growing...
Forbes  Sep 9  Comment 
Looking at the universe of stocks we cover at Dividend Channel, on 9/13/16, Albemarle Corp. (NYSE: ALB), US Silica Holdings, Inc. (NYSE: SLCA), and EnCana Corp (NYSE: ECA) will all trade ex-dividend for their respective upcoming dividends....
Motley Fool  Sep 7  Comment 
Shares of U.S. Silica Holdings, Hi-Crush Partners, Emerge Energy Services, and Fairmount Santrol Holdings all saw impressive gains in August, but CARBO Ceramics wasn't included in those gains.
Benzinga  Aug 10  Comment 
With the end of the O&G downturn in North America in sight, frac sand would likely be among the first in the oilfield supply chain to tighten in the recovery, Barclays’ William Thompson said in a report. The analyst initiated coverage of U.S....
Motley Fool  Aug 6  Comment 
Earnings reports from Clayton Williams Energy, Parsley Energy, USD Partners, Ardmore Shipping, and US Silica Holdings fueled their double-digit rallies this week.
Motley Fool  Aug 3  Comment 
The themes that have driven U.S. Silica's results recently didn't change much, but the company has grand plans.
Motley Fool  Jul 29  Comment 
A little help from the company's oil and gas segment would be very helpful to start.
Motley Fool  Jul 15  Comment 
The frack sand producer's results are also weighing down peers Hi-Crush Partners, Emerge Energy Services, and U.S. Silica.


U.S Silica (NYSE:SLCA) produces and sells silica for commercials uses. The company makes money by selling its end product to oil and gas, glass making, chemical, solar panel, and other industries. However, US Silica's largest customers are oil and gas companies which use the silica in hyrdofracking. US Silica mines and distributes its products within the United States.[1]

Business Overview

For the first nine months of 2011, US Silica reported a total sales of $212M. This compares to $20.2M in net income. For comparison, the same period in 2010 resulted in $185M in sales and $7.6M in net income.[2]

New Updates

The company's initial public offering of stock on the NYSE occurred on January 31, 2012. The company offered 11.8M shares each for $17. This was within the $16-$18 initial price range. The deal raised a total of $200M. The lead mangers of the deal were Morgan Stanley (MS), BofA, and Jefferies Group (JEF).[3]

Trends & Forces

Reliance on Oil & Gas

US Silica's largest end market is the oil and gas industry which uses the silica as "frac sand." This sand is injected with water under high pressure in order to generate fractures in the rock. These fractures improve the well's oil or gas output.[4] However, this practice, known as hyrdofracking, has undergone scrutiny both by the public and by regulatory officials. The fear is that such practices can contaminate the water streams. If this practice is regulated, US Silica's largest market will likely decrease its demand for silica.[5]

  1. SLCA S-1/A 2012 PROSPECTUS SUMMARY "Our Company" pg. 1-2
  2. SLCA S-1/A 2012 PROSPECTUS SUMMARY "Summary Historical Combined Financial and Operating Data" pg. 11-12
  3. Renaissance Capital - IPO Home "U.S. Silica prices IPO at $17 midpoint" 1 Feb 2012
  4. SLCA S-1/A 2012 PROSPECTUS SUMMARY "Risk Factors" pg. 15-18
  5. New York Times "Extracting Natural Gas from Rock" 26 Feb 2011
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