Piper Jaffray analyst John Daniel notes that U.S. Silica Holdings closed down 10% yesterday after announced an "aggressive" growth plan. The news highlights the reality that frac sand is a low barrier to entry business, Daniel tells investors in a research note. New sand could flood the market in time, but it is not an imminent threat, the analyst contends. He believes sand demand will be substantial enough to allow for sand pricing to continue to migrate higher in the near term. The analyst reiterates an Overweight rating on U.S. Silica with a $57 price target.