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

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10	member 3/06/24 10:17AM Re: Re: Vote 9
Whiplight - Seems like a super sandbagged guide for 2024(?) No price hikes, no Florida, no Brazil. Am I missing anything? 2 view available tags
9	member 12/22/23 9:32AM Re: Vote 8
The Brazilian Chamber of Deputies passed the sports gambling bill last night. The president will sign it into law today. I started to have my concerns that it would not happen, but they got it 1 view available tags
8	member 12/19/23 10:05AM Vote
It appears that the Brazilian Chamber of Deputies will vote on final passage of the bill authorizing/legalizing regulated sports gambling for the country's 215 million residents today. It will then be signed into law by... login to read the rest 1 view available tags
7	member 12/18/23 10:14AM Re: SRAD 5
Also, note that on SRAD, their new 10-year NBA deal hasn't shown up in the P&L yet. They negotiated that deal at the time when all of these super expensive rights deals went down (duopoly... login to read the rest view available tags
6	member 12/18/23 10:03AM Re: SRAD 5
Excellent questions. In my view, SRAD is uninvestable. I believe they sell their data and services to companies that provide unregulated online sports gambling. For instance, if I live in California where sports betting is illegal,... login to read the rest view available tags
5	member 12/17/23 6:35PM SRAD
Thanks for the idea. 2-3 questions. - I know SRAD doesn't have as much of a US tailwind, but it is much more profitable and I think a lot cheaper (when accounting for the cost of... login to read the rest 2 view available tags
4	member 12/13/23 1:42PM Re: Thinking about Profitability 3
Those payments were made as part of a massive land grab between GENI and SRAD. In particular, GENI juiced the NFL to grab a dominant position in the U.S. Without that move, there would be... login to read the rest 1 view available tags
3	member 12/13/23 12:20PM Thinking about Profitability
I have looked at SRAD and GENI before, although briefly. All else equal, GENI makes more sense to me given the biz is more levered to US sports betting versus SRAD. I just had trouble... login to read the rest 1 view available tags
2	member 12/13/23 10:56AM Re: Question 1
You are welcome. They have long term contracts with the leagues. NFL runs through end of the 2028 season. It was just extended in July. Given the duopoly nature of the business, GENI and SRAD... login to read the rest view available tags

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