Added to YB: 2025-05-05
Pitch date: 2025-04-30
AESI [bullish]
Atlas Energy Solutions Inc.
-22.67%
current return
Author Info
Company Info
Atlas Energy Solutions Inc. engages in the production, processing, and sale of mesh and sand used as a proppant during the well completion process in the Permian Basin of West Texas and New Mexico.
Market Cap
$1.1B
Pitch Price
$13.05
Price Target
21.00 (+108%)
Dividend
N/A
EV/EBITDA
5.19
P/E
-77.88
EV/Sales
1.48
Sector
Energy Equipment and Services
Category
growth
'I don't like sand. It's coarse and rough and irritating and it gets everywhere' - Anakin Skywalker: Atlas Energy Solutions $AESI
AESI: Permian sand producer at 1.67x revenue vs SND's 0.3x. 26% EBITDA margins vs SND's 12.4%. Sand demand growing with longer laterals. Recent power-gen acquisition caused dip from $24 to $14. 25% volume growth for 2025, plus innovation (42-mile conveyor, autonomous trucks) driving margins. 7% dividend provides support. Price target: $21
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