Sand (fracking) - the players include SLCA, FMSA, EMES, and HCLP. HCLP had earnings yesterday, and SLCA reports tonight. Incredible runs, but business turnarounds are great too. HCLP call was CLF-like. Price up. Volume up. No supply. Huge increases coming. 10x returns already achieved, but something more to come. I will be happy with 2x from here.