Joshua Jayne

Stephen Gengaro

Alec John Scheibelhoffer

Blake McLean

Bruce Geller

John Jayne

Josh Jayne

Luke Lemoine

- Smart Sand Inc. is a **leading provider of Northern White sand** in North America, boasting **10 million tons of mining and processing capacity** and extensive access to all Class 1 rail lines.  **[1529628_2162735_1]**  The company emphasizes its **low-cost operating structure** and strategic positioning, with **70% of its sand sales** directed to natural gas basins.  **[1529628_2162735_1]** 
- The company is **well-positioned to capitalize on projected growth in natural gas demand** driven by LNG export capacity and power generation for AI data centers.  **[1529628_2162735_1]** **[1529628_2162735_3]**  Smart Sand is also **diversifying into industrial applications**, which currently represent about **5% of sales** but have grown over **80% year-over-year**.  **[1529628_2162735_1]** 
- For the first half of 2025, Smart Sand sold approximately **2.5 million tons** of sand and expects to sell another **2.5 million tons** in the second half of the year, anticipating the second half to be equally good or better.  **[1529628_2162735_2]** 
- Smart Sand maintains a **prudent capital structure with low debt levels** and has returned almost **$20 million of value** to shareholders over the last three years through a combination of share buybacks and dividends.  **[1529628_2162735_2]** **[1529628_2162735_7]**  Management and insiders collectively own over **36% of the business**, aligning with shareholder interests.  **[1529628_2162735_2]** **[1529628_2162735_7]**

Smart Sand (SND)