US Silica went public at the beginning of February. And the first direct play on sand has been on a tear ever since. Up around 24%, SLCAs appreciation has been due to the rising demand for sand in the fracking process of extracting oil. The fact that some of the larger resource companies have simply bought their own sand manufacturers bodes well for the company, in conjunction with a steadily rising demand for the product.
Along with Heckmann Corp. (HEK), US Silica could be a nice indirect play on the US becoming a oil producing powerhouse. It’s worth taking a look at.