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Added to YB: 2025-05-05

Pitch date: 2025-04-30

ACDC [bullish]

ProFrac Holding Corp.

+0.48%

current return

Author Info

Company Info

ProFrac Holding Corp. operates as a technology-focused energy services holding company in the United States.

Market Cap

$690.9M

Pitch Price

$4.14

Price Target

N/A

Dividend

N/A

EV/EBITDA

5.85

P/E

-1.84

EV/Sales

1.02

Sector

Energy Equipment and Services

Category

special_situation

Show full summary:
'I don't like sand. It's coarse and rough and irritating and it gets everywhere' - Anakin Skywalker: Alpine Silica $ACDC

ACDC (potential Alpine Silica spinoff): Shale proppant play w/ in-basin sand mines (Alps Silica) at 35% EBITDA margins vs AESI (26%) & SND (12.4%). Alps could fetch 1.2x sales/$300M in spinoff (40% of ACDC's $735M mkt cap). 86% insider owned. Buy before potential spinoff or private takeout.

Read full article (7 min)