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    John Jayne • Global Value Research

    John Jayne is an analyst at Global Value Research, specializing in equity research and investment analysis. Due to limited publicly available information, specific details on companies he covers, performance track record, or metrics such as success rates and returns could not be identified. His career history, professional credentials, and significant achievements remain undisclosed, and there is no verifiable data on previous roles or FINRA registration. Additional direct sources or disclosures would be required to provide a more comprehensive and substantiated profile.

    John Jayne's questions to Smart Sand Inc (SND) leadership

    John Jayne's questions to Smart Sand Inc (SND) leadership • Q1 2024

    Question

    John Jayne of Global Value Research inquired about the capital investments being made to improve plant yields, the expected returns on these investments, the company's strategy regarding its asset base, and the key differences between the Canadian and U.S. frac sand markets.

    Answer

    COO John Young detailed investments in hydraulic mining and wet plant processing to cut costs and improve yields. CFO Lee Beckelman estimated these changes could lead to $1 to $2 per ton in cost savings. CEO Chuck Young and COO John Young affirmed their focus is on leveraging their existing 10 million tons of capacity and diversified rail access into key basins like the Marcellus, Utica, Bakken, and Canada, while remaining opportunistic. They highlighted Canada's strong demand outlook, supported by new LNG infrastructure, contrasting it with some short-term softness in U.S. natural gas basins, which is being balanced by oil-focused activity in the Utica.

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