Fracking sand is one of their main products. Fracking has become...

Fracking sand is one of their main products. Fracking has become a very political and contentious method due to its high risk of ground water contamination and to some extent unsettling surrounding land.
They also diversify across many products and markets, hence more exposure to negative reactions such as downturn in economies and Covid impact.
VRX, have a massive resource, sourced locally, very low capex costs, and high demand. I'm not sure US silica are in the high purity glass and solar panel market. We also have a big advantage of being closest to the high demand Asian market.