Hi-Crush Partners (NYSE:HCLP)

CAPS Rating: 3 out of 5 41.34

Caps

How do you think HCLP will perform against the market?

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All Players

152 Outperform
10 Underperform
 

All-Star Players

20 Outperform
5 Underperform
 

Wall Street

7 Outperform
1 Underperform
 

Top HCLP Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

jed71 (99.70)
Submitted May 18, 2018

I don't get the market valuation here. AT ALL. Look at that revenue growth over the past several quarters. With rising oil prices, fracking sand is going to be in super high demand again. And this company has excellent pricing power over its product.… More

JackCaps (27.22)
Submitted October 31, 2015

"We continued to gain market share during this challenging market environment as evidenced by an 18% sequential increase in our third quarter sales volumes following sequentially unchanged volumes from the first to second quarter," said Robert… More

HCLP VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about HCLP.

Recs

0
Member Avatar NorthSeaAscend (58.50) Submitted: 10/31/2018 10:59:00 PM : Outperform Start Price: $7.61 HCLP Score: -45.76

rebound

Recs

0
Member Avatar nicksciple (36.25) Submitted: 6/28/2018 5:53:29 PM : Outperform Start Price: $10.86 HCLP Score: -63.00

Fracking production will continue to grow over time, increasing demand for frac sand, which already is undersupplied. HCLP's strong position with regard to logistics will put it in a position to benefit from this trend.

Recs

1
Member Avatar jed71 (99.70) Submitted: 5/18/2018 9:22:14 AM : Outperform Start Price: $13.50 HCLP Score: -71.15

I don't get the market valuation here. AT ALL. Look at that revenue growth over the past several quarters. With rising oil prices, fracking sand is going to be in super high demand again. And this company has excellent pricing power over its product. I am being very conservative here and estimating $3.25 in earnings over the next 12 months. This is not accounting for all of the recent increases in oil prices, which will drive prices for ancillary products like this much, much higher.

Operating cash flow here is also extremely strong. They produce about $100MM in operating cash every 12 months. Price to cah flow here is just over 5X. I expect cash flow will go a lot higher, even if oil prices stabilize in the $70-80 range. On top of that, their overall debt is very low and should be easy for this firm to manage. The dividend is just a giant bonus - at 5.25% yield. And look at that payout ratio of 23% - very sustainable and most likely this will become a growing dividend over time.

Last item, the chart. Wow. Looks like this is heading for a big breakout. It might take a few months, but I think this is going a lot higher than current valuation. My estimate of fair value is ~ $32.50 mostly since there is still some growth left in this little cash machine.

Leaderboard

Find the members with the highest scoring picks in HCLP.

Score Leader

Raidas77

Raidas77 (< 20) Score: +260.27

The Score Leader is the player with the highest score across all their picks in HCLP.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
HDTVBGII 67.37 11/13/2012 Underperform 3W $11.47 -61.39% +103.29% +164.68 0 Comment
soonerbear98 < 20 7/15/2013 Underperform 5Y $17.15 -74.17% +68.13% +142.29 0 Comment
OrigamiZombie 81.78 8/4/2015 Underperform 5Y $13.78 -67.86% +34.67% +102.53 0 Comment
jeepdrew < 20 8/4/2015 Underperform 5Y $13.60 -67.42% +34.71% +102.14 0 Comment
JackCaps 27.22 11/2/2015 10/15/2016 Underperform 3Y $5.02 -11.81% +35.56% +47.37 1 Comment
TheSlightEdge 98.78 1/7/2019 Outperform 5Y $3.61 +22.71% +11.11% +11.61 0 Comment
mikotian 99.45 2/29/2016 Underperform 5Y $3.22 +37.72% +44.74% +7.02 0 Comment
pannikin < 20 3/12/2019 Outperform 5Y $4.23 +4.85% +0.98% +3.87 0 Comment
bdiederich08 94.52 1/15/2019 Underperform 3M $3.95 +12.24% +9.12% -3.12 0 Comment
slnoutperform 30.82 2/4/2019 Outperform 5Y $4.39 +0.91% +4.55% -3.64 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackCowenandCo 78.04 12/5/2016 Outperform NS $16.70 -73.47% +27.99% -101.46 0 Comment
TrackRWBaird 87.44 7/30/2015 Outperform NS $16.17 -72.60% +34.37% -106.98 0 Comment
TrackWunderlich < 20 9/24/2014 Outperform NS $44.78 -90.11% +42.60% -132.71 0 Comment
TrackJimCramer 85.65 9/22/2014 Underperform 3W $48.24 -90.82% +41.80% +132.62 0 Comment
TrackUBS 91.03 6/26/2014 Outperform NS $48.77 -90.92% +44.37% -135.29 0 Comment
TrackRBCCapMkts 85.23 5/5/2014 Outperform NS $33.23 -86.67% +50.90% -137.57 0 Comment
TrackJimCramer 85.65 3/26/2014 Outperform 3W $38.03 +55.91% +7.67% +48.24 9/22/2014 @ $59.29 0 Comment
TrackCreditSuiss 89.09 11/14/2012 Outperform NS $11.03 -59.85% +104.33% -164.17 0 Comment
TrackRaymondJame 81.97 9/17/2012 Outperform NS $15.27 -70.99% +92.19% -163.18 0 Comment

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