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SLCA

U.S. Silica

$15.90

-1.08 (-6.36%)

13:40
03/22/19
03/22
13:40
03/22/19
13:40

6.3% drop in Silica motivates an upside call buyer

6.3% drop in Silica motivates an upside call buyer. The stock down $1.07 to $15.91 and 3K Jan 20 calls trade $1.70 with bid-ask $1.45 to 1.70. Open interest is 929 and the contract is struck 26% above spot. May 2018 52-week high is $33.65 per share and earnings last reported 2/19/19, sending shares up 5.6% to $15.25 on earnings day. The company is scheduled to present at a Scotia Howard Weil 47th Annual Energy on Monday.

SLCA U.S. Silica
$15.90

-1.08 (-6.36%)

01/15/19
LEHM
01/15/19
NO CHANGE
LEHM
Barclays upgrades ProPetro, downgrades FTS, RPC and U.S. Silica
Barclays analyst J. David Anderson upgraded ProPetro Holding (PUMP) to Overweight from Equal Weight while downgrading both FTS International (FTSI) and U.S. Silica (SLCA) to Equal Weight from Overweight and RPC, Inc. (RES) to Underweight from Equal Weight. The analyst recommends that investors take a "best of breed approach" in the first half of 2019 to the U.S. land service markets. He tells investors to opportunistically add to positions in the highest quality names in the North America-centric verticals: ProPetro, Cactus (WHD) and Apergy (APY). Anderson believes ProPetro deserves a premium multiple for its "differentiated model in an increasingly commoditized market." He downgraded FTS because of the company's "spot market vulnerability and higher balance sheet leverage." The analyst downgraded RPC to Underweight citing its pressure pumping business, a discount multiple for spot exposure, and its higher maintenance capex. And his downgrade of U.S. Silica reflects the proppant markets remaining "in disarray and under heavy pricing pressure as the industry struggles to acclimate to in-basin proliferation."
01/17/19
STFL
01/17/19
NO CHANGE
STFL
Stifel lowers Oilfield Services and Equipment estimates
Stifel analyst Stephen Gengaro said he expects overall E&P capital spending to be about flat in the U.S. market and he cut his forecast for U.S. drilling and completion activity based on the current WTI crude oil strip. He lowered his U.S rig count projections by 50 to 1,050 rigs in 2019 and by 100 to 1,150 rigs in 2020 and he cut his 2019 EBITDA forecast by roughly 10% on average. Based on the changes in estimates, Gengaro lowered his earnings expectations for the majority of the names he covers and cut his price targets on several. Among the largest target changes, he lowered his price target on Core Laboratories (CLB) to $86 from $110, cut his target on Emerge Energy (EMES) to $3 from $5, reduced his target on Halliburton (HAL) to $37 from $45 and trimmed his target on Superior Energy (SPN) to $5 from $9. Others in the space that Gengaro covers include Baker Hughes (BHGE), DMC Global (BOOM), Civeo (CVEO), Keane Group (FRAC), FTS International (FTSI), Liberty Oilfield Services (LBRT), National Oilwell (NOV), Oil States (OIS), Pioneer Energy (PES), ProPetro Holding (PUMP), RPC, Inc. (RES), Schlumberger (SLB), U.S. Silica (SLCA), Smart Sand (SND), Solaris Oilfield (SOI), Tenaris (TS), Tetra Technologies (TTI) and Weatherford (WFT).
01/30/19
OTRG
01/30/19
UPGRADE
OTRG
Mixed
North American Frac Sand Market raised to Mixed from Negative at OTR Global
OTR Global raised its rating on the North American Frac Sand Market to Mixed from Neutral following checks that indicate demand and spot prices are slowly stabilizing in January following a drop in Q4.
02/20/19
PIPR
02/20/19
NO CHANGE
Target $17
PIPR
Overweight
U.S. Silica price target raised to $17 from $13 at Piper Jaffray
Piper Jaffray analyst John Watson raised his price target for U.S. Silica Holdings to $17 saying the company reported a "nice quarter" relative to his expectations. U.S. Silica bought back 4.5M shares during the quarter and provided constructive SandBox guidance, Watson tells investors in a post-earnings research note. He believes that if the company can hold its Oil & Gas contribution margin relatively flat over the coming quarters and grow its ISP business, "institutional investor interest could increase." The analyst keeps an Overweight rating on U.S. Silica.

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HMSY

HMS Holdings

$37.14

0.24 (0.65%)

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ICAD

iCAD

$6.89

-0.01 (-0.14%)

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GLW

Corning

$30.04

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Corning down 5.5% or $1.64 at $28.40 per share after cutting volume outlook »

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WE

We Company

$0.00

(0.00%)

18:17
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GLW

Corning

$30.04

-0.12 (-0.40%)

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WE

We Company

$0.00

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GM

General Motors

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HLNE

Hamilton Lane

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HLNE

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GD

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T

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UBER

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NEE

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MEGEF

MEG Energy

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