Smart Sand Inc. is a fully integrated frac sand supply and services company, offering complete mine to wellsite proppant logistics, storage and management solutions to its customers. Smart Sand produces low-cost, high quality Northern White frac sand and offer proppant logistics, storage and management solutions to its customers through its in-basin transloading terminal and its SmartSystems wellsite proppant storage capabilities. Smart Sand provide its products and services primarily to oil and natural gas exploration and production companies and oilfield service companies. Smart Sand owns and operate premium frac sand mines and related processing facilities in Wisconsin and Illinois, which have access to three Class I rail lines, allowing us to deliver products substantially anywhere in the United States and Canada.
Company profile
Ticker
SND
Exchange
Website
CEO
Charles Young
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Fairview Cranberry, LLC • Will Logistics, LLC • Smart Sand Live Oak LLC • Smart Sand Fayette County LLC • Smart Sand Hixton LLC • Smart Sand Reagan County LLC • Smart Sand Tom Green County LLC • Smart Sand Oakdale LLC • SSI Logistics LLC • SSI Permian I, LLC ...
SND stock data
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Smart Sand, Inc. Announces Third Quarter 2022 Results
8 Nov 22
10-Q
2022 Q3
Quarterly report
8 Nov 22
8-K/A
Submission of Matters to a Vote of Security Holders
24 Aug 22
10-Q
2022 Q2
Quarterly report
9 Aug 22
8-K
Smart Sand, Inc. Announces Second Quarter 2022 Results
9 Aug 22
8-K
Submission of Matters to a Vote of Security Holders
8 Jun 22
CT ORDER
Confidential treatment order
25 May 22
8-K
Smart Sand, Inc. Announces First Quarter 2022 Results
11 May 22
10-Q
2022 Q1
Quarterly report
11 May 22
DEFA14A
Additional proxy soliciting materials
27 Apr 22
Transcripts
SND
Earnings call transcript
2022 Q3
9 Nov 22
SND
Earnings call transcript
2022 Q2
10 Aug 22
SND
Earnings call transcript
2022 Q1
12 May 22
SND
Earnings call transcript
2021 Q4
9 Mar 22
SND
Earnings call transcript
2021 Q3
10 Nov 21
SND
Earnings call transcript
2021 Q2
4 Aug 21
SND
Earnings call transcript
2021 Q1
9 May 21
SND
Earnings call transcript
2020 Q4
3 Mar 21
SND
Earnings call transcript
2020 Q3
10 Nov 20
SND
Earnings call transcript
2020 Q2
5 Aug 20
Latest ownership filings
4
CHARLES EDWIN YOUNG
20 Dec 22
4
Lee E Beckelman
20 Dec 22
4
WILLIAM JOHN YOUNG
20 Dec 22
4
James Douglas Young
20 Dec 22
4
RONALD P WHELAN
20 Dec 22
4
ROBERT KISZKA
20 Dec 22
4
Jose Enrique Feliciano
19 Dec 22
4
Jose Enrique Feliciano
22 Sep 22
4
ANDREW R SPEAKER
2 Aug 22
4
CHARLES EDWIN YOUNG
2 Aug 22
Financial summary
| Quarter (USD) | Sep 22 | Jun 22 | Mar 22 | Dec 21 | |
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| Diluted EPS |
| Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
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| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 10.37 mm | 10.37 mm | 10.37 mm | 10.37 mm | 10.37 mm | 10.37 mm |
| Cash burn (monthly) | (no burn) | 2.19 mm | (no burn) | 1.68 mm | (no burn) | 439.58 k |
| Cash used (since last report) | n/a | 8.68 mm | n/a | 6.64 mm | n/a | 1.74 mm |
| Cash remaining | n/a | 1.69 mm | n/a | 3.73 mm | n/a | 8.63 mm |
| Runway (months of cash) | n/a | 0.8 | n/a | 2.2 | n/a | 19.6 |
Institutional ownership, Q3 2022
42.6% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 47 |
| Opened positions | 5 |
| Closed positions | 19 |
| Increased positions | 9 |
| Reduced positions | 19 |
| 13F shares | Current |
|---|---|
| Total value | 20.98 mm |
| Total shares | 19.29 mm |
| Total puts | 204.60 k |
| Total calls | 176.80 k |
| Total put/call ratio | 1.2 |
| Largest owners | Shares | Value |
|---|---|---|
| Clearlake Capital | 6.98 mm | $10.89 mm |
| Charles Edwin Young | 5.84 mm | $0.00 |
| Vanguard | 887.69 k | $1.39 mm |
| Bridgeway Capital Management | 780.62 k | $1.22 mm |
| SII Sprott | 750.00 k | $1.17 mm |
| Prescott Group Capital Management, L.L.C. | 615.12 k | $960.00 k |
| BLK Blackrock | 606.06 k | $945.00 k |
| Millennium Management | 369.84 k | $577.00 k |
| Geode Capital Management | 308.78 k | $481.00 k |
| Great Valley Advisor | 279.50 k | $436.00 k |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 19 Dec 22 | Clearlake Capital | Common Stock, par value $0.001 per share | Sell | Dispose S | Yes | No | 1.9142 | 1,807,082 | 3.46 mm | 5,175,688 |
| 18 Dec 22 | Kiszka Robert | Common Stock | Payment of exercise | Dispose F | No | No | 1.71 | 5,651 | 9.66 k | 320,064 |
| 18 Dec 22 | Whelan Ronald P | Common Stock | Payment of exercise | Dispose F | No | No | 1.71 | 5,735 | 9.81 k | 239,504 |
| 18 Dec 22 | Young James Douglas | Common Stock | Payment of exercise | Dispose F | No | No | 1.71 | 5,453 | 9.32 k | 149,970 |
| 18 Dec 22 | Young William John | Common Stock | Payment of exercise | Dispose F | No | No | 1.71 | 8,476 | 14.49 k | 287,123 |
News
Piper Sandler Maintains Neutral on Smart Sand, Raises Price Target to $2.5
18 Nov 22
Smart Sand Q3 Adj. EPS $0.06 Beats $0.04 Estimate, Sales $71.59M Beat $64.30M Estimate
8 Nov 22
Earnings Scheduled For November 8, 2022
8 Nov 22
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31 Oct 22