following 2014 report from us silica gives a high level idea of...

following 2014 report from us silica gives a high level idea of margins, scale and cashflow. while there are certainly some differences at opearational and logistics level, it gives a basic idea on what we have in hand. that is why I was so critical about management going after Muchea wasting 6 months. while I agree that it's pretty good to have muchea with its high quality sand...as you may understand from us silica report it's not volume game...it's alk about quality, diverse products, logistics and margins game.

hope management will bring their best game and create best value for shareholders. so far they are good but can be much better. good luck to them and
GLTAH. importantantly DYOR.