bullish

U S Silica Holdings Inc (SLCA) - Monday, Mar 4, 2024

234 Views03 Jun 2024 21:04
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SUMMARY
  • SLCA has seen a decrease in shares and reduction in debt, making its enterprise value cheaper
  • Core thesis remains unchanged, with focus on potential split of company's two businesses for separate valuations
  • Recent acquisition in frack sand business by Atlas Energy provides comparable valuation exercise for SLCA, suggesting potential value of company's assets and opportunity for increased valuation in the future

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

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