03 September 2026
Sand Up Your Crack: The Last Frac Sand Company Standing: QAV America #68
QAV America (free feed)
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This week we dig into Smart Sand (SND), the last frac sand company standing on the US exchanges, and try to figure out why a business that sells 500-million-year-old Wisconsin quartz to oil drillers has tripled its share price in under a year. Tony also shares some sharp thinking on why double market is basically…