Fmsa Holdings Inc. (FMSA)

[neum2sam]

Voted my shares yesterday. Merger is a good thing I believe - voted yes. However, voted no on the executive compensation proposal. FMSA had $16 IPO 10/14 - they do not deserve bonuses / sweet heart dealers. I’m glad the lawyers are circling to keep the transaction fair.

[neum2sam]

FMSA and Unimin merger should result in net FMSA worth of $7 to $8 per share.

[Don'tDrinkTheKoolAid]

Sold at 4.46, didn't get back in sub 4.oo out for now sidelines.

[neum2sam]

I think your setting pretty good. .74 cents at time of merger - then 35% of a company with less overall debt and significant sales potential in a solid market.

[Don'tDrinkTheKoolAid]

Sold at 5.58 bought back 2 months later 4.50. Will see how it goes this time?

[Don'tDrinkTheKoolAid]

8-k for those who want to see a real road map to profits.

http://archive.fast-edgar.com//20180103/A82ZP22CZ22R2TZ222252ZXR2GCWZZ22DSA2/

[Don'tDrinkTheKoolAid]

HERE IT IS! TIA YOU ARE WELCOME! STOCK is taking off.

Good afternoon, I understand you reached out our Investor Relations team asking about the date of transfer related to the $170M cash consideration for the pending merger between Fairmount Santrol and Unimin Corporation. In order to receive a distribution of the $170M cash consideration, shareholders must be on record as of the date of the merger close. As we’ve stated in our previous communications, we expect this transaction to be completed by mid-2018. Please let me know if you have any further questions around the merger or Fairmount Santrol. Thanks and best regards,



Indrani Egleston

Senior Director, Investor Relations and FP&A

P: 440.214.3219 | M: 440.319.7581

Fairmount Santrol

8834 Mayfield Road | Chesterland, OH 44026



cid:image001.png@01D0BD4E.23575890

Do Good. Do Well.

[Don'tDrinkTheKoolAid]

I love the 8k yesterday AWESOME. I am still waiting for the answer to those questions, but from the 8-k looks like .74 will be paid at the time of the merger. When you need to be a shareholder is what I want to know. Stock moving up chart looks great all the way up to 13. I think this will be easily 13 in 2 years.

[56Chevy]

Good job and thanx for the report. Will be anxious to hear what they say. We can put your findings up as a sticky note on the board.

[Don'tDrinkTheKoolAid]

I just got off the phone with investor relations they will email me the info. when you needed to be on record and when it will be paid.

[Enterprising Investor]

Payment would occur around the closing date of merger.

[56Chevy]

No mention of an ex-date in the merger annoucement.

Technically speaking the .74 @ share offer isnt a "dividend"...it's a one time "cash payment" and therefore wouldn't come under rules / proceedures that govern dividend(s).

Try calling or emailing the IR Dept at Fairmount Santrol. Below is a link to their site. Let the board know what you find out. Your question is a good one!

Good luck,
Chevy

http://investors.fairmountsantrol.com/investor-relations/default.aspx

Marker:
Fairmount Santrol Ho (FMSA)
$5.625 up 0.245 (4.55%)
Volume: 2,708,119

[Don'tDrinkTheKoolAid]

Do you know when you needed to own this for the dividend?

[56Chevy]

Below in quotation is a portion of the December 12, 2017 conference call re: details of the FAIRMOUNT SANTROL/UNIMIN MERGER

Through our combined scale across both production and logistics, we’ll provide even greater service opportunities to our customers and we’ll drive profitability for the combined company through our own efficiencies and economies of scale.

This, combined with the technical development and product expertise from both of our teams, will provide a unique solution for our customers, making the new company the industry supplier of choice.

The combined company expects to deliver over $1 billion in value creation through synergies alone, further enhanced by a substantial, more resilient and growing position within the industrial space.

The combined companies are targeting $150 million in annual synergies with at least 50 percent of the synergies achievable in the first year following close.

By combining Unimin and Fairmount Santrol’s leading energy businesses, while at the same time creating a more diversified, resilient industrial position, we’ll have a solid financial profile with a robust balance sheet and cash flows to both rapidly reduce debt and to invest through any point of the economic cycle.

Now turning to slide six, which describes the transaction in more detail. Fairmount Santrol’s shareholders will receive a one-time cash payment that will approximate $0.74 per share based on a cash payment of $170 million and depending on the fully diluted share count at the time of closing.

More importantly, shareholders will also have the ability to benefit from the upside potential of the newly combined company through the favorable ownership structure. At close, the new company expects to publicly list on the New York Stock Exchange with Fairmount Santrol’s shareholders owning 35 percent and Sibelco owning 65 percent of the new company.

In addition, Fairmount Santrol has entered into a voting agreement with holders of approximately 26 percent of the company’s currently outstanding common stock, including American securities, pursuant to which, they will vote their shares in favor of the transaction. I am honored to have been asked to lead the new company as CEO and as a member of the board of directors

.
Marker:
Fairmount Santrol Ho (FMSA)
$5.535 up 0.355 (6.85%)
Volume: 3,475,124

[56Chevy]

Unimin to buy shale sand supplier Fairmount in cash-and-stock deal

(Reuters) - Fairmount Santrol Holdings Inc said on Tuesday it would sell itself to Unimin Corp in a cash-and-stock deal to create one of the largest suppliers of sand for use in hydraulic fracturing to shale oil and gas producers.

The deal, which is expected to close by the middle of next year, will create a company with about $2 billion in annual revenue and will supply more than 45 million tons of sand annually. The new company will also supply industrial coatings.

Sand, known as proppant in the oil industry, is used as part of the fracking process to hold open tiny cracks in shale rock in order to allow hydrocarbon molecules to escape. Oil companies typically shop for various shapes and sizes of sand to suit their geology. That has made the sand industry appealing to investors in recent years.

"Together we will serve our customers more efficiently and effectively with a broader and more diverse product offering, greater technical expertise, improved scale and geographic diversity and an expanded logistics platform," Fairmount Chief Executive Jenniffer Deckard said in a statement.

Deckard is expected to be CEO of the new company, which has not yet been named.

Fairmount shareholders will receive $170 million in cash and own about 35 percent of the new company after the deal closes. Unimin, a division of Belgium-based SCR-Sibelco NV, will own the rest.

Shares of Fairmount rose 4.6 percent to $5.27 after the deal was announced.

Source:

https://www.reuters.com/article/us-fairmount-m-a-sibelco/unimin-to-buy-shale-sand-supplier-fairmount-in-cash-and-stock-deal-idUSKBN1E6200

Marker:
Fairmount Santrol Ho (FMSA)
$5.19 up 0.15 (2.98%)
Volume: 7,353,300

[l_winthorpe]

Have you heard about California wanting to ban all internal combustion engines? I would wager that demand will likely continue to fall even as we get more vehicles on the road.

[Enterprising Investor]

One huge unforeseen geo-political event has been provided - Saudi Arabia.

[56Chevy]

Oil surges 3.5 percent, at highest since mid-2015 on Saudi purge

NEW YORK (Reuters) - Oil prices rose 3.5 percent on Monday, hitting the highest since early July 2015, as Saudi Arabia’s crown prince cemented his power with an anti-corruption crackdown, while the U.S. rig count fell and markets continued to tighten.

Brent crude futures LCOc1 settled up $2.20, or 3.5 percent, to $64.27 per barrel.

U.S. West Texas Intermediate (WTI) crude CLc1 rose $1.71, or 3 percent, to $57.35 a barrel.

Both benchmarks were at their highest since early July 2015.

“Whether it’s the purging of the Saudi ranks and oil rig counts ticking down and talk of OPEC extending cuts we’re seeing the volatility stretch this trading range,” said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management.

Saudi Crown Prince Mohammed bin Salman tightened his grip with the arrest of royals, ministers and investors, including billionaire Alwaleed bin Talal and the powerful head of the National Guard, Prince Miteb bin Abdullah.

The arrests, which an official said were just “phase one” of the crackdown, are the latest in a series of dramatic steps by Prince Mohammed to amass more power for himself at home.

“The crown prince has succeeded in consolidating his power,” said John Kilduff, partner at energy hedge fund Again Capital LLC, “This sort of cements his position and his position on reducing the global glut has been clear.”

Analysts for now do not see Saudi Arabia, the world’s largest oil exporter, changing its policy of boosting crude prices.

Prince Mohammed’s reforms include a plan to list shares of parts of state-owned oil company Saudi Aramco next year, and a higher oil price is seen as beneficial for its market capitalization.

Saudi Energy Minister Khalid al-Falih said that while there is “satisfaction” with a production-cutting deal between the Organization of the Petroleum Exporting Countries and other producers led by Russia, the “job is not done yet.”

OPEC is expected to extend a cut of around 1.8 million barrels per day into the whole of 2018.

Also boosting oil prices, U.S. drillers cut eight oil rigs last week, the biggest reduction since May 2016.

Prince Mohammed’s reforms include a plan to list shares of parts of state-owned oil company Saudi Aramco next year, and a higher oil price is seen as beneficial for its market capitalization.

Saudi Energy Minister Khalid al-Falih said that while there is “satisfaction” with a production-cutting deal between the Organization of the Petroleum Exporting Countries and other producers led by Russia, the “job is not done yet.”

OPEC is expected to extend a cut of around 1.8 million barrels per day into the whole of 2018.

Source:

https://www.reuters.com/article/us-global-oil/oil-surges-3-5-percent-at-highest-since-mid-2015-on-saudi-purge-idUSKBN1D603A

[56Chevy]

Barring some huge unforeseen geo-political event...

As mentioned in a previous post we've just had an "unforeseeable geo-political event" happen that is boosting global oil prices to 2 year highs.

Source link;

https://www.reuters.com/article/us-global-oil/oil-hits-highest-levels-since-2015-amid-tightening-markets-saudi-purge-idUSKBN1D603A

[56Chevy]

I don't. Its true there are more vehicles on the road than ever. Based on that it would seem that demand would have to be on the rise however progressively improving mpg's over the past 30 years..combined with switches to alternative fuels such as nat gas, flex fuels, electric cars, etc etc have mitigated demand.

Barring some huge unforeseen geo-political event I personally don't see the hay days of $100 oil ever returning. I think we're looking at the top end for the foreseeable future in the mid-$50 range.

Fracking changed everything. The US is no longer a hostage to the Saudi's.

[l_winthorpe]

Ah ok. So lithium is pretty common, just not very concentrated?

[l_winthorpe]

Hmmm that is some strong evidence for lower prices. You don't see demand rapidly increasing the future?

[56Chevy]

Supply continues to far outweigh demand.

Storage at Cushing, OK is pushing to new highs.

http://www.oilsandsmagazine.com/news/2017/6/7/747-million-barrels-and-counting-a-look-at-the-latest-estimates-of-us-crude-storage-capacity

[l_winthorpe]

I have seen estimates for $50 - $70 for a stable price. Why do you think on the lower side?

[56Chevy]

Do you think that today's results bode well for an increase in oil prices?

This is strictly an opinion but no I dont expect much of an increase above the current price. There could always be some kind of unforeseen geo-political event that could push oil higher (or much lower) but barring that I think prices in the low to mid-fifty range for WTI crude is the new normal.

Domestic demand for gas & diesel fuels is still lagging supply.

[l_winthorpe]

Do you think that today's results bode well for an increase in oil prices?

[56Chevy]

Marker:
Fairmount Santrol Ho (FMSA)
$4.76 up 0.56 (13.33%)
Volume: 1,760,625

O & G is on the move again in a material way.

1) Proppant sales increased 61% YoY

2) Baker Hughes rig count [currently at 909] shows an increase of +352 rigs YoY

3) Current price of WTI crude $54.25 @ bbl.

[The Stock Reader]

Why the big drop today?

[ClayTrader]

* * $FMSA Video Chart 09-12-17 * *

Link to Video - click here to watch the technical chart video

[StinkinAson]

Wheres your interpretation of yesterdays movement

Looking to know what you think

[ClayTrader]

* * $FMSA Video Chart 08-30-17 * *

Link to Video - click here to watch the technical chart video

[56Chevy]

Marker:
Fairmount Santrol Ho (FMSA)
$2.59 down -0.26 (9.12%)
Volume: 12,678,570

*Price of WTI Crude is currently $48.96 @ bbl.

[56Chevy]

Snapshot Marker:
Fairmount Santrol Ho (FMSA)
$3.35 down -0.52 (-13.44%)
Volume: 8,793,170

*The current price of WTI crude is $46.93 @ bbl.

[Yo-Yo]

Maybe a new uptrend starting here

[eFinanceMarkets]

Frac sand suppliers smacked as Fairmount Santrol provides outlook
Fairmount Santrol (FMSA -5%) says in an investor presentation that it expects Q2 volumes of 3.2M-3.5M tons, with raw frac sand prices rising $7-$9/ton on average during the quarter and extending those gains during Q3.

FMSA says proppant solutions volumes should be driven by continued strong demand and additional capacity coming online at Brewer and Maiden Rock locations.

Frac sand suppliers are hit hard amid broader market losses today: SLCA -4.2%, HCLP -2.6%, SND -5.1%, EMES -6.7%.

[wiltonio]

Point72 Asset Management, L.P. has filed a new 13G, reporting 6.1% ownership in $FMSA - https://fintel.io/so/us/fmsa

[56Chevy]

Marker:
Fairmount Santrol Ho (FMSA)
$5.345 down -0.205 (-3.69%)
Volume: 12,419,141

[56Chevy]

Marker:
Fairmount Santrol Ho (FMSA)
$6.50 down -0.58 (-8.19%)
Volume: 6,527,994

*Current price of WTI crude is $48.16 @ bbl.

FSMA is down 50% over the last month.

FD: I hold no position on FMSA at this time but I will strongly consider it should it fall another 25%. IMO price decay is not attributable to a drop in demand or company financials. Frac sand suppliers, rightly or wrongly, are very tightly tethered to the daily volatility of crude. Frac sand usage has grown so much over the last 12 months it has quietly become a full fledged commodity. What was once delivered in dump truck type quantities now takes a full trainload. To recover more oil more sand is required. How much more? A single well today requires as much as 15,000 tons of sand. To put that in perspective multiple 15,000 X 2,000 = 30,000,000 lbs. To move 30MM pounds of sand requires 150 hopper cars. Now visualize a freight train 150 hopper cars long rumbling out to the oil patches required to frac just a single well. The sheer quantity is hard to grasp. Logistics to get it out to the oil fields is another factor.

Although drilling and the price of oil has been greatly curtailed since the summer of 2014 the demand for frac sand has gone through the roof.

The commodity Oil is in a glut situation...however the commodity of Sand is just the opposite. Its only a matter of time before Wall St. figures out which commodity will produce the highest ROI.

[56Chevy]

Marker:
Fairmount Santrol Ho (FMSA)
$7.12 -1.54 (-17.78%)
Volume: 11,502,309

*Current price of WTI crude $48.97 @ bbl.

[stocktrademan]

FMSA bullish 7.97

chaikin oscillator crossup above 0

[stocktrademan]

FMSA bullish 7.19

[stocktrademan]

FMSA bullish 6.65

[neum2sam]

What's your prognosis on oil and frack sand going forward from here? The last time you commented you were spot on. Nice run up recently, but not sure oil has legs to move into the $50's.

[neum2sam]

You were correct. This stock has been beaten to a pulp.

[Timothy Smith]

Fairmount Santrol (NYSE:FMSA): Q2 EPS of $0.02 misses by $0.03.

Revenue of $221.3M (-33.8% Y/Y) misses by $10.67M.

[Biggeoff]

Long here. Sweet chart

[neum2sam]

This stock has been a wild ride, not sure where oil is headed this summer, so I sold.

[neum2sam]

Nice timing on your buy in, wish I had waited a bit longer. I bought in at an average of $8.30. As long as FMSA's revenues keep growing, there's no worries in returning to double digits.

[ChuckD-MSB]

Fairmount Santrol Comments on Strength of Fourth-Quarter 2014 Volumes and Reaffirms Full-Year Guidance; Announces Timing of F...
Print
Alert
FMSA HOLDINGS INC (NYSE:FMSA)
Intraday Stock Chart

Today : Wednesday 11 February 2015
Click Here for more FMSA HOLDINGS INC Charts.

Fairmount Santrol (NYSE:FMSA) today announced fourth-quarter and full-year 2014 sales volumes. The company expects to report a strong fourth quarter driven by total sales volumes of approximately 2.5 million tons, an increase of 15% compared with the prior-year period. Overall, fourth-quarter raw sand volumes were 2.1 million tons, and value-added coated product volumes were 0.4 million tons, up 11% and 41%, respectively, over the prior-year period.

The reported volume growth was driven by continued proppant demand across all basins. Compared with the prior-year period, fourth-quarter volumes were favorably impacted by increased unit train shipments, faster throughput at the company's in-basin terminals, and improved rail service, all of which led to improved delivery efficiencies for our customers.

For the full year of 2014, total sales volumes were approximately 9.6 million tons, an increase of 27% compared with 2013. Overall 2014 raw sand volumes were 8.1 million tons, and coated volumes were 1.5 million tons, up 25% and 43%, respectively, over the prior year.

In late March, following the completion of its first year-end audit as a public company, Fairmount Santrol will provide full earnings results for the fourth quarter and full-year 2014. The company expects to report Adjusted EBITDA at or above its previously announced guidance range of $390 million to $395 million for the full year.

"Fairmount Santrol achieved many milestones during 2014, including shipping record volumes, expanding and enhancing our industry-leading logistics capabilities, reaching key environmental and community targets, and executing our initial public offering," said Jenniffer Deckard, president and chief executive officer. "We are proud of our accomplishments and thankful for the hard work and commitment of every member of our organization."

Regarding the outlook for the coming year, Deckard said, "While we expect uncertain oil and natural gas prices to lead to challenging market conditions throughout 2015, we remain confident in the fundamentals of our business. We are maintaining a close dialogue with our customers, many of whom we have served for over 30 years, to understand short-term market trends and longer-term opportunities. We will continue to strengthen our partnerships and help our customers succeed. Our market strength, product quality, unique technologies and industry-leading logistics network will continue to position Fairmount Santrol to capitalize as the market rebounds."

Earnings Release and Conference Call Details

The company plans to release more detailed information about its fourth-quarter and full-year 2014 financial performance, as well as the market outlook for 2015, before the New York Stock Exchange opens on Monday, March 23, 2015. A conference call for investors will be held on that day at 10 a.m. Eastern Time. The call will be hosted by Jenniffer Deckard, president and chief executive officer, and Christopher Nagel, chief financial officer.

Investors are invited to listen to a live audio webcast of the conference call by visiting the Investor Relations section of the company's website at FairmountSantrol.com. The webcast will be archived on the website following the call. The call can also be accessed live by dialing [phone] or, for international callers, [phone]. The passcode for the call is 80225991. A replay will be available shortly after the call and can be accessed by dialing [phone] or [phone]. The passcode for the replay is 80225991. The replay of the call will be available through March 30, 2015.

About Fairmount Santrol

Fairmount Santrol is a leading provider of high-performance sand and sand-based products used by oil and gas exploration and production companies to enhance the productivity of their wells. The company also provides high-quality products, strong technical leadership and applications knowledge to end users in the foundry, building products, water filtration, glass, and sports and recreation markets. Its global logistics capabilities include a wide-ranging network of distribution terminals and thousands of rail cars that allow the company to effectively serve customers wherever they operate. As one of the nation's longest continuously operating mining organizations, Fairmount Santrol has developed a strong commitment to sustainable development, environmental stewardship, and operational safety. Correspondingly, the company's motto and action orientation is: "Do Good. Do Well." For more information, visit FairmountSantrol.com

Use of Non-GAAP Financial Measure

This release references Adjusted EBITDA, a non-GAAP financial measure. The company defines Adjusted EBITDA as net income before interest, income taxes, depreciation, depletion and amortization and certain non-operating items. This non-GAAP financial measure is used as a supplemental financial measure by our management to evaluate our operating performance and compare the results of our operations from period to period without regard to the impact of our financing methods, capital structure or non-operating income and expenses. Adjusted EBITDA is also used by our lenders to evaluate our compliance with covenants. We believe that this measure is meaningful to our investors to enhance their understanding of our financial performance. This measure should be considered supplemental to and not a substitute for financial information prepared in accordance with GAAP and may differ from similarly titled measures used by other companies. We are not able to reconcile our projections to the comparable GAAP measure because we do not predict the future impact of adjustments. With the earnings release in March, the company will provide a reconciliation of EBITDA to Adjusted EBITDA for the fourth quarter and full year 2014.

Cautionary Statement Concerning Forward-Looking Statements

Certain statements contained in this press release constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements represent the company's expectations or beliefs concerning future events, and it is possible that the results described in this press release will not be achieved. These forward-looking statements are subject to risks, uncertainties and other factors, many of which are outside of the company's control, that could cause actual results to differ materially from the results discussed in the forward-looking statements. These factors include: volatile economic conditions, including fluctuations in demand for, and pricing of, industrial and recreational sand; changes in expected levels of oil and gas production; the cyclical nature of our customers' businesses; loss of, or reduction in, business from our largest customers; difficulties in developing and commercializing new products and manufacturing processes; the impact of our substantial indebtedness; limited access to capital or significantly higher cost of capital related to illiquidity or uncertainty in the financial markets; our rights and ability to mine our property and our renewal or receipt of the required permits and approvals from government authorities and other third parties; our ability to implement capacity expansion plans within our time and budgetary parameters; increasing costs or a lack of dependability or availability of transportation services or infrastructure and geographic shifts in demand; changing legislative and regulatory initiatives relating to our business, including environmental, mining, health and safety, licensing, reclamation and other regulation relating to hydraulic fracturing (and changes in their enforcement and interpretation); silica-related health issues and corresponding litigation; seasonal and severe weather conditions and other operating risks that are beyond our control.

Any forward-looking statement speaks only as of the date on which it is made, and, except as required by law, the company does not undertake any obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise. New factors emerge from time to time, and it is not possible for the company to predict all such factors. When considering these forward-looking statements, you should keep in mind the risk factors and other cautionary statements in the prospectus filed with the Securities and Exchange Commission in connection with our initial public offering. The risk factors and other factors noted in our prospectus could cause our actual results to differ materially from those contained in any forward-looking statement.

CONTACT: Investor contact:
Sharon Van Zeeland
440-279-0204
[e-mail]

Media contact:
Kristin Lewis
440-279-0245
[e-mail]

Fairmount Santrol Logo

[ChuckD-MSB]

Bought this morning at $6.30 and $5.955