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U.S. Silica Holdings, Inc. Message Board

g8trgr8t 153 posts  |  Last Activity: 5 hours ago Member since: Feb 9, 2011
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  • Reply to

    Looks like a bottom

    by fred_red_oak 8 hours ago

    don't sell any calls. fools bet right now. cc is going to be good.

  • Reply to

    NBL on DJ Basin

    by g8trgr8t Jul 28, 2014 6:02 PM

    wll partners with them on many shared tracts. them and crzo

  • swing and a miss.............beat

  • close enough for an attaboy. pricing power continues to grow. earnings beat stronger than revenue, the trend will continue as the increased proppant designed wells performances roll in

  • Reply to

    WLL finances.

    by 1775navy 13 hours ago
    g8trgr8t g8trgr8t 11 hours ago Flag

    no

  • g8trgr8t by g8trgr8t Jul 28, 2014 6:02 PM Flag

    NBL transcript has some good info on the DJ basin wells. Irr's better than bakken. lot of upside. hopefully they buy crzo dj basin properties before eur's and downspacings are completed.

  • Reply to

    The train is leaving the Station...........

    by symon_says_ Jul 24, 2014 10:58 AM
    g8trgr8t g8trgr8t Jul 24, 2014 1:39 PM Flag

    CLR I the only one that I know of that is doing the deep seismic required for the RR but several othes ave drilled it. Wells have to be good to offset additional depth. Some have been happy, some not so much but they are all punching relatively blind holes. CLR leading again on RR.

    that said, NCS energy release should be read. and read wll last transcript discussion of coiled tube well

  • Reply to

    KOG goes to 20 before merger

    by napervillehog Jul 24, 2014 12:12 PM
    g8trgr8t g8trgr8t Jul 24, 2014 1:36 PM Flag

    listen to the wll conference call. two words. coiled tube

  • g8trgr8t g8trgr8t Jul 24, 2014 1:25 PM Flag

    see how he responds to my comment, if he does.

  • Reply to

    NCS Energy / WLL/ KOG

    by g8trgr8t Jul 23, 2014 11:27 AM
    g8trgr8t g8trgr8t Jul 24, 2014 1:12 PM Flag

    Check NCS website for releases on coiled tube completions. pdf documents

    82 stage frac in Eagleford

    93 stage frac in the bakken in 9300 ft bore

    1 frac every 100' instead of every 300 feet. 1 downhole trip. no plugs to drill out. 4 million pounds of proppant. fast.

    game changing...wait till these well results are announced. these were done offsetting other wells so apples to apples comparison will be possible and it will be eye opening.

  • Reply to

    North Ward Estes Development

    by rgchjr1945 Jul 18, 2014 2:49 PM
    g8trgr8t g8trgr8t Jul 23, 2014 2:28 PM Flag

    there was recently a 90 plus stage frac job done using coiled tubing method. the science is still young. wait till they apply this to recompletion of existing wells already hooked up to infrastructure originally fracced with the early stage treatments in some of the best areas in the play. increase eur's 40% +, same costs, keep frac closer to well bore to allow for greater downspacing. game changer.

  • Reply to

    TPLM ?

    by laertes34 Jul 20, 2014 3:35 PM
    g8trgr8t g8trgr8t Jul 23, 2014 2:24 PM Flag

    him and vanguard are both in all 3 but I don't think the OAS board is going to be as willing to negotiate as KOG might have been. they will (hopefully) wait till the new completion techniques work out before they agree to an equitable ratio. their land is lower pressure and currently vastly undervalued due to some rather early stage completion science being worked out. they now know what the new slickwater wells are doing (180 day numbers) and they see what the coil tube completions are doing in other similar geology. no need to rush

  • Reply to

    TPLM ?

    by laertes34 Jul 20, 2014 3:35 PM
    g8trgr8t g8trgr8t Jul 23, 2014 12:24 PM Flag

    tplm value will not be realized until they prove up Montana and spin off the service companies to get the multiplier they deserve. As a holder of a few shares of TPLM I hope they remain independent until after the establish pv10 numbers for their Montana acreage and spin off Rockpile and Caliber into an MLP/

  • Reply to

    Whiting/Kodiak

    by fredrick901 Jul 13, 2014 9:46 PM
    g8trgr8t g8trgr8t Jul 23, 2014 11:38 AM Flag

    APC is under heavy pressure to bring $$ home and do more US production. They are liquidating overseas assets to add acreage at home and have said as much. I would have to think that BCEI and CRZO acreage may be on their radar.

  • Reply to

    OT: OAS

    by adelynrob Jul 22, 2014 1:09 PM
    g8trgr8t g8trgr8t Jul 23, 2014 11:31 AM Flag

    OAS is most undervalued right now and I moved some trading $$ from KOG into OAS when KOG topped $16. OAAS has more upside right now . wait till their ccc when they announce the longer term test results of their slickwater wells and the market begins to appreciate what coiled tube completions can do over the 507k net acres OAS controls. hopefully their board holds out for a higher ratio if/when Paulson and vanguard try and pull them into the wll sphere

  • Reply to

    Sell Now?

    by wrjones67 Jul 23, 2014 11:14 AM
    g8trgr8t g8trgr8t Jul 23, 2014 11:28 AM Flag

    idiot. ignore

  • 90 + stage frac has been done for an unknown bakken operator but suspect it is WLL. the game is changing with this new tech using coiled tube and frac-isolation advances. wish NCS was public.

    read the global hunter upgrade on OAS this am...something about an inflection point in understanding the geology.....fancy words for higher % recoverable. once the majors understand this, consolidation will intensify across all basins. should be an interesting 12 months as all this happens.

    June 30, 2014 09:00 AM Eastern Daylight Time

    CALGARY, Alberta--(BUSINESS WIRE)--NCS Energy Services introduced today a closable version of the company’s GripShift cemented casing sleeve, a new addition to the Multistage Unlimited frac-isolation system. The new sleeve can be opened and closed as needed to provide completion, production, and remediation flexibility and control.

    During completions, the sleeves can be closed temporarily after individual stages to prevent proppant inflow or to permit out-of-sequence fracs. During production, specific sleeves can be located and closed to shut off thief zones or unwanted water or gas production. For remediation, selected sleeves can be closed temporarily to secure the wellbore above a target zone that is being stimulated.

    A virtually unlimited number of GripShift sleeves can be run as part of a casing string, giving operators more completion flexibility than other multistage completion systems. All GripShift casing sleeves are operated by the coiled-tubing-deployed Multistage Unlimited frac-isolation tool, which also isolates individual target zones for stimulation. Less

  • Oasis Petroleum (OAS +2.4%) is upgraded to Buy from Hold with a $65 price target, up from $54, at Global Hunter, which sees OAS as a core pure-play Bakken holding that should deliver 30%-plus production growth over the next two years that boasts an adept management team with a history of strong execution.
    The firm believes the Bakken is still undergoing an inflection point in terms of geologic understanding that should continue to drive improvements in drilling and completion techniques, yet OAS shares have underperformed other Bakken operators YTD.

    new completion techniques. ie coiled tube and slickwater are making land much more profitable as the % recoverables will go way up.

    90+ stage fracs being done by NCS Energy. Shale game is about to change.

  • Reply to

    Coiled Tube Completions

    by g8trgr8t Jul 17, 2014 12:17 PM
    g8trgr8t g8trgr8t Jul 23, 2014 10:07 AM Flag

    GH on OAS

    The firm believes the Bakken is still undergoing an inflection point in terms of geologic understanding that should continue to drive improvements in drilling and completion techniques, yet OAS shares have underperformed other Bakken operators YTD.

  • Reply to

    Coiled Tube Completions

    by g8trgr8t Jul 17, 2014 12:17 PM
    g8trgr8t g8trgr8t Jul 23, 2014 9:58 AM Flag

    90 + stage frac has been done. the game is changing. read global hunter upgrade on OAS this am...something about an inflection point in understanding the geology.....fancy words for higher % recoverable. once the majors understand this, consolidation will intensify across all basins. should be an interesting 12 months as all tis happens.

    June 30, 2014 09:00 AM Eastern Daylight Time

    CALGARY, Alberta--(BUSINESS WIRE)--NCS Energy Services introduced today a closable version of the company’s GripShift cemented casing sleeve, a new addition to the Multistage Unlimited frac-isolation system. The new sleeve can be opened and closed as needed to provide completion, production, and remediation flexibility and control.

    During completions, the sleeves can be closed temporarily after individual stages to prevent proppant inflow or to permit out-of-sequence fracs. During production, specific sleeves can be located and closed to shut off thief zones or unwanted water or gas production. For remediation, selected sleeves can be closed temporarily to secure the wellbore above a target zone that is being stimulated.

    A virtually unlimited number of GripShift sleeves can be run as part of a casing string, giving operators more completion flexibility than other multistage completion systems. All GripShift casing sleeves are operated by the coiled-tubing-deployed Multistage Unlimited frac-isolation tool, which also isolates individual target zones for stimulation.

SLCA
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