U S SILICA HOLDINGS INC SLCA

March 04, 2024 - 9:36am EST by

member

						2024	2025
Price:		11.67		EPS		1.26	1.30
Shares Out. (in M):		77		P/E		8	9
Market Cap (in $M):		873		P/FCF		7	7
Net Debt (in $M):		675		EBIT		330	350
TEV (in $M):		1,548		TEV/EBIT		4.9	4.6

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 5 messages. To gain access to more recent message posts signup free for membership.

11	member 3/09/21 9:11AM Re: Re: Re: Re: Re: Re: adverse agent selection 10
RE margins ex-Now had shown almost no improvement at all until 2020, and the only reason they improved is because Redfin laid off a quarter of their agents for part of the year thinking the real... login to read the rest 1 view available tags
9	member 3/08/21 7:10PM Re: Re: Re: Re: adverse agent selection 8
As far as not being high enough, I don't know what that means either. What is high enough? Enough to make a modest amount of money? Is that such an unreasonably high bar? I don't necessarily... login to read the rest 5 view available tags
7	member 3/08/21 4:04PM Re: Re: adverse agent selection 3
"RDFN is clearly having no trouble closing deals at a very high clip relative to the industry and even relative to the better indepdent performers" Isn't this only because Redfin is "bribing" customers? It confuses me... login to read the rest 2 view available tags
6	member 3/07/21 1:15PM Re: More on iBuying 2
Re: the first question - not sure exactly what you are trying to ask or say. If you are talking about situations where RDFN is the listing agent (i.e. sell-side agent), see RedfinDirect below. Otherwise,... login to read the rest 1 view available tags
4	member 3/07/21 10:57AM Target clients on low end
I recently went through the process of selling an expensive home. My realtor had a lot of tricks up her sleeve. She handled small remodel, reflooring, painting and staging, etc. Further she was helpful in... login to read the rest 1 view available tags
2	member 3/07/21 10:47AM More on iBuying
In addition to olivia08's question, aren't RDFN brokers incentivized to show customers non-RDFN properties (double the fee opp for them). I also would love to hear a bit more about how you think of the iBuying... login to read the rest view available tags

load more messages