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SLCA

U.S. Silica

$11.42

-0.69 (-5.70%)

13:55
07/17/19
07/17
13:55
07/17/19
13:55

Silica Holdings put volume heavy and directionally bearish

Bearish flow noted in Silica Holdings with 1,616 puts trading, or 5x expected. Most active are Sep-19 13 puts and Sep-19 13 calls, with total volume in those strikes near 1,500 contracts. The Put/Call Ratio is 3.77, while ATM IV is up over 2 points on the day. Earnings are expected on July 30th.

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SLCA U.S. Silica
$11.42

-0.69 (-5.70%)

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.
04/02/19
JEFF
04/02/19
NO CHANGE
Target $18
JEFF
Hold
Jefferies stays negative on frac sand despite raising price targets
The recent Northern White Sand spot pricing strength should reverse in the second half of 2019 as exploration and production spending edges lower in back half of the year, logistics bottlenecks ease, and more in-basin mines start up, Jefferies analyst Saurabh Pant tells investors in a research note. He sees total effective utilization remaining at ~50% and earnings "remaining flattish" into 2020. As such, he stays negative on frac sand and reiterates Underperform ratings on pure plays Hi-Crush Partners (HCLP) and Smart Sand (SND) as well as Hold ratings on the more diversified U.S. Silica Holdings (SLCA) and Covia (CVIA). "We watch for active short opportunities to emerge through" Q2, says Pant. The analyst, however, raised his price target for Covia to $6 from $4, for Hi-Crush to $3.50 from $2.50, for Smart Sand to $3.50 from $2, and for U.S. Silica to $18 from $15.

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$100.65

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BellRing Brands

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POST

Post Holdings

$100.65

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Karat Packaging

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OneWater Marine

$0.00

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$0.00

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BA

Boeing

$344.09

-25.04 (-6.78%)

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GMVHF

GVC Holdings

$0.00

(0.00%)

08:27
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EYE

National Vision

$22.98

-0.94 (-3.93%)

08:19
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CI

Cigna

$167.11

2.3 (1.40%)

, HUM

Humana

$289.59

4 (1.40%)

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CI

Cigna

$167.11

2.3 (1.40%)

HUM

Humana

$289.59

4 (1.40%)

UNH

UnitedHealth

$245.59

1.84 (0.75%)

WCG

WellCare

$274.54

0.09 (0.03%)

HNT

Health Net

$0.00

(0.00%)

MOH

Molina Healthcare

$123.03

1.47 (1.21%)

TEVA

Teva

$7.50

-0.26 (-3.35%)

AZN

AstraZeneca

$43.86

-0.25 (-0.57%)

BMY

Bristol-Myers

$53.02

0.6 (1.14%)

LLY

Eli Lilly

$108.68

0.24 (0.22%)

GSK

GlaxoSmithKline

$42.52

0.04 (0.09%)

JNJ

Johnson & Johnson

$127.73

-8.47 (-6.22%)

MRK

Merck

$84.68

0.88 (1.05%)

NVS

Novartis

$86.86

-0.395 (-0.45%)

PFE

Pfizer

$36.46

(0.00%)

RHHBY

Roche

$0.00

(0.00%)

SNY

Sanofi

$46.13

-0.43 (-0.92%)

ANTM

Anthem

$249.55

0.3 (0.12%)

CVS

CVS Health

$66.17

-0.31 (-0.47%)

CNC

Centene

$46.92

-0.28 (-0.59%)

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COP

ConocoPhillips

$53.99

-0.55 (-1.01%)

08:03
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  • 29

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AMZN

Amazon.com

$1,757.77

-30.07 (-1.68%)

, NFLX

Netflix

$275.40

-17.88 (-6.10%)

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AMZN

Amazon.com

$1,757.77

-30.07 (-1.68%)

NFLX

Netflix

$275.40

-17.88 (-6.10%)

CMCSK

Comcast

$0.00

(0.00%)

CMCSA

Comcast

$45.58

-0.36 (-0.78%)

T

AT&T

$38.46

0.64 (1.69%)

DIS

Disney

$130.91

-1.46 (-1.10%)

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AKS

AK Steel

$2.45

0.055 (2.30%)

, MT

ArcelorMittal

$14.58

0.03 (0.21%)

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AKS

AK Steel

$2.45

0.055 (2.30%)

MT

ArcelorMittal

$14.58

0.03 (0.21%)

NUE

Nucor

$51.69

-0.11 (-0.21%)

STLD

Steel Dynamics

$28.71

-0.04 (-0.14%)

TMST

TimkenSteel

$5.42

-0.015 (-0.28%)

X

U.S. Steel

$10.72

0.1 (0.94%)

GM

General Motors

$36.19

-0.01 (-0.03%)

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AAVMY

ABN Amro

$0.00

(0.00%)

, BBVA

Banco Bilbao

$5.38

0.07 (1.32%)

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Institute of International Finance to hold annual meeting »

2019 IIF Annual Meeting…

AAVMY

ABN Amro

$0.00

(0.00%)

BBVA

Banco Bilbao

$5.38

0.07 (1.32%)

BCS

Barclays

$8.48

0.11 (1.31%)

BLK

BlackRock

$445.26

-5.56 (-1.23%)

BNPQY

BNP Paribas

$0.00

(0.00%)

C

Citi

$69.76

0.16 (0.23%)

CAIXY

CaixaBank

$0.00

(0.00%)

CIB

Bancolombia

$49.65

0.12 (0.24%)

CS

Credit Suisse

$12.34

0.045 (0.37%)

EV

Eaton Vance

$44.07

-0.49 (-1.10%)

GS

Goldman Sachs

$206.61

0.13 (0.06%)

HSBC

HSBC

$38.72

-0.165 (-0.42%)

JPM

JPMorgan

$120.60

0.21 (0.17%)

MA

MasterCard

$270.90

-5.74 (-2.07%)

MCO

Moody's

$217.41

-1.33 (-0.61%)

MS

Morgan Stanley

$43.70

0.25 (0.58%)

NYT

New York Times

$29.76

0.21 (0.71%)

PYPL

PayPal

$101.25

-2.38 (-2.30%)

RBS

RBS

$6.14

0.205 (3.46%)

RY

Royal Bank of Canada

$81.49

0.38 (0.47%)

SMFG

Sumitomo Mitsui

$6.87

-0.04 (-0.58%)

SPGI

S&P Global

$250.62

-2.15 (-0.85%)

STT

State Street

$63.40

3.69 (6.18%)

UBS

UBS

$11.35

0.09 (0.80%)

V

Visa

$175.83

-2.11 (-1.19%)

ZURVY

Zurich Insurance

$0.00

(0.00%)

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STT

State Street

$63.40

3.69 (6.18%)

20:09
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State Street rating change at Keefe Bruyette »

State Street upgraded to…

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  • 18

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SUN

Sunoco

$32.43

0.32 (1.00%)

19:53
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Sunoco rating change at BMO Capital »

Sunoco upgraded to Market…

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TLF

Tandy Leather

$4.61

(0.00%)

18:24
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10/18
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Tandy Leather CFO Castillo to step down »

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TLF

Tandy Leather

$4.61

(0.00%)

18:23
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Tandy Leather says most recent annual report statements not reliable »

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AAPL

Apple

$236.29

0.99 (0.42%)

18:03
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U.S. lawmakers request Apple restore HKMapp app in Hong Kong »

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JPM

JPMorgan

$120.60

0.21 (0.17%)

, FB

Facebook

$185.96

-4.435 (-2.33%)

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JPMorgan CEO says Libra 'a neat idea that will never happen,' Reuters says »

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JPM

JPMorgan

$120.60

0.21 (0.17%)

FB

Facebook

$185.96

-4.435 (-2.33%)

PYPL

PayPal

$101.25

-2.38 (-2.30%)

MA

MasterCard

$270.90

-5.74 (-2.07%)

V

Visa

$175.83

-2.11 (-1.19%)

EBAY

eBay

$38.82

-0.31 (-0.79%)

BKNG

Booking Holdings

$2,012.20

-16.43 (-0.81%)

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GLD

SPDR Gold Shares

$140.47

-0.13 (-0.09%)

17:52
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SPDR Gold Shares holdings rise to 924.64MT from 918.19MT »

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TECK

Teck Resources

$16.48

0.11 (0.67%)

17:43
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Teck Resources gets approval for stock buyback for up to 40M class B shares »

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  • 24

    Oct

OSK

Oshkosh

$77.22

0.46 (0.60%)

17:41
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10/18
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17:41
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Oshkosh awarded $159.14M Army contract for medium tactical vehicle production »

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OVLY

Oak Valley Bancorp

$16.40

-0.16 (-0.97%)

17:35
10/18/19
10/18
17:35
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17:35
Earnings
Oak Valley Bancorp reports Q3 EPS 40c vs. 37c last year »

Reports Q3 NII $10.4M vs.…

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FTNW

FTE Networks

$0.79

-0.0185 (-2.29%)

17:21
10/18/19
10/18
17:21
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17:21
Hot Stocks
FTE Networks receives noncompliance notice from NYSE American »

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TNXP

Tonix Pharmaceuticals

$0.45

0.0048 (1.07%)

17:12
10/18/19
10/18
17:12
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17:12
Syndicate
Breaking Syndicate news story on Tonix Pharmaceuticals »

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RLMD

Relmada Therapeutics

$20.18

1.07 (5.60%)

17:10
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17:10
Syndicate
Breaking Syndicate news story on Relmada Therapeutics »

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16:55
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16:55
10/18/19
16:55
General news
Breaking General news story  »

Dallas Federal Reserve…

NWSA

News Corp.

$13.48

-0.19 (-1.39%)

, NWS

News Corp

$13.79

-0.11 (-0.79%)

16:51
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16:51
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16:51
Periodicals
Facebook reaches pact with News Corp., others for news section, WSJ says »

News Corp. (NWSA) has…

NWSA

News Corp.

$13.48

-0.19 (-1.39%)

NWS

News Corp

$13.79

-0.11 (-0.79%)

FB

Facebook

$185.96

-4.435 (-2.33%)

NYT

New York Times

$29.76

0.21 (0.71%)

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WAIR

Wesco Aircraft

$11.01

0.01 (0.09%)

16:46
10/18/19
10/18
16:46
10/18/19
16:46
Conference/Events
Wesco Aircraft to host special shareholder meeting »

Special Shareholder…

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