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I haven't talked about the sandies (companies that supply sand or proppant for fracking) in a while, certainly not since the Hi-Crush debacle of 2018, where I went from being moderately bullish to avoiding the sector entirely.
The collapse of Carbo (CRR) finished me off in this sector. I even wrote an article proclaiming it as "Junk in the hole." Give it a read if you're new to this blog.