Hi-Crush Partners (NYSE:HCLP)

CAPS Rating: 4 out of 5

HCLP News and Commentary

Caps

How do you think HCLP will perform against the market?

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All Players

151 Outperform
7 Underperform
 

All-Star Players

24 Outperform
2 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.

camerpl79 (< 20)
Submitted July 01, 2014

HCLP is a leader in a HOT Market where the U.S. is about to become totally energy independent.

JackCaps (26.91)
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)

Recent Community Commentary

Read the most recent pitches from players about HCLP.

Recs

0
Member Avatar jed71 (99.29) Submitted: 5/18/2018 9:22:14 AM : Outperform Start Price: $14.60 HCLP Score: -20.52

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.

Recs

0
Member Avatar Lepont33 (< 20) Submitted: 5/3/2018 12:25:42 PM : Outperform Start Price: $12.35 HCLP Score: -10.19

Oil is up.
Fracking requires the right sand.
A 7% dividend is also attractive.

Recs

0
Member Avatar stewartij (51.23) Submitted: 4/30/2018 3:57:29 PM : Outperform Start Price: $12.10 HCLP Score: -6.42

A nice way to play the rising oil price, note that a large part of the returns are paid in dividends and you may not see as a result as large a capital appreciation

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
HarborBlue 56.41 2/22/2016 Outperform 5Y $4.23 +181.20% +42.98% +138.22 0 Comment
PorscheG96 52.99 3/10/2016 Outperform 3Y $4.74 +151.21% +38.59% +112.62 0 Comment
HDTVBGII 67.43 11/13/2012 Underperform 3W $12.41 -4.10% +99.49% +103.60 0 Comment
soonerbear98 < 20 7/15/2013 Underperform 5Y $18.55 -35.84% +64.99% +100.83 0 Comment
swhaze 31.44 2/8/2016 Outperform 1Y $4.94 +141.03% +50.14% +90.89 0 Comment
OrigamiZombie 72.15 8/4/2015 Underperform 5Y $14.91 -20.17% +32.16% +52.33 0 Comment
jeepdrew < 20 8/4/2015 Underperform 5Y $14.71 -19.08% +32.20% +51.28 0 Comment
Lordrobot 87.66 8/14/2017 Outperform 3Y $7.72 +54.14% +12.84% +41.30 0 Comment
wtnewell 52.40 9/1/2017 Outperform 5Y $7.89 +50.88% +11.70% +39.18 1 Comment
willyRD < 20 10/22/2015 Outperform 5Y $6.79 +75.36% +36.53% +38.83 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 83.39 12/5/2016 Outperform NS $18.06 -34.11% +25.60% -59.71 0 Comment
TrackRWBaird 88.79 7/30/2015 Outperform NS $17.49 -31.95% +31.87% -63.81 0 Comment
TrackWunderlich < 20 9/24/2014 Outperform NS $48.43 -75.43% +39.94% -115.37 0 Comment
TrackJimCramer 85.49 9/22/2014 Underperform 3W $52.17 -77.19% +39.16% +116.35 0 Comment
TrackUBS 92.18 6/26/2014 Outperform NS $52.75 -77.44% +41.67% -119.11 0 Comment
TrackRBCCapMkts 88.78 5/5/2014 Outperform NS $35.94 -66.89% +48.09% -114.97 0 Comment
TrackJimCramer 85.49 3/26/2014 Outperform 3W $38.03 +55.91% +7.67% +48.24 9/22/2014 @ $59.29 0 Comment
TrackCreditSuiss 90.79 11/14/2012 Outperform NS $11.93 -0.27% +100.51% -100.78 0 Comment
TrackRaymondJame 92.77 9/17/2012 Outperform NS $16.51 -27.94% +88.60% -116.54 0 Comment

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