bullish

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

230 Views03 Jun 2024 21:04
Syndicated
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.

Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
Logo
Value Investors Club
External reports (aggregated public sources)
Value Investors Club
Equity Bottom-UpEvent-Driven
Price Chart(Sign Up to Access)
analytics-chart
  • U S Silica Holdings Inc (SLCA) - Monday, Mar 4, 2024
    03 Jun 2024
x