+ Watch HCLP
on My Watchlist
Fracking and yield.
Growth and yield.
I think HCLP earnings estimates are understated by the sell side analysts (normally the opposite - overstating - is the problem). I am estimating $2.50 a share in earnings due to the massive amount of drilling in the US and the huge demand for fracking sand. I believe this is easily a $50 stock due to its enormous growth potential.
HCLP is doing everything right to expand. Fracking is a procedure used by all the major oil companies now. Every time a well is fracked tons and tons of sand must be used. In my opinion HCLP will continue to grow and revenue will increase every quarter. I like this company a lot!
NAT gas is a future for our energy needs. We have it and special sand is required to get there. Caution if a synthetic sand is developed could damage this stock.
a nice dividend
These numbers really look good!
solid growth industry
IBD EPS, RS, SPROE, Acc ratings plus P/E and div yieldENERGY 81 7 --D- 4PE 6.4%DIV
This seems to be a pure yield play on a conservatively financed company (0 long term debt), predictable cash flow (long term contracts). The risk is a complete fall off in gas well drilling whcih is currently keeping the yiled above 8%. As gas exports and conversions pick up, the need for additional yield to hold this stock should decrease which could easily lead to double digit returns. Downside is limited by long term contracts and an 8% plus yiled to wait.
As some of you who have followed my posts may know, I am in the midst of a grand experiment of going long every single MLP IPO that I am aware of in CAPS under the premise that they outperform the market. There's a new one coming out this week before the annual IPO vacation called Hi-Crush Partners (HCLP). There is A LOT not to like about this one, including the company's lack of operating history, how its main product certainly seems to me as though it would lend itself to commoditization and how it caters to an industry (fracking) that to say the least could face tremendous political pressure in the future. Having said that, I'm sticking with my policy of giving the green thumb's up to MLP IPOs and will go long HCLP and its initial 9.5% yield when it is available here in CAPS.Deej
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