Added to YB: 2025-07-08
Pitch date: 2025-07-04
AESI [bullish]
Atlas Energy Solutions Inc.
-26.09%
current return
Author Info
No bio for this author
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
$13.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.19
P/E
-77.88
EV/Sales
1.48
Sector
Energy Equipment and Services
Category
dividend
Weird Shit Investing 2025 - Atlas Energy Solutions Inc.
AESI: Low-cost sand producer in Permian Basin led by Bud Brigham. 2023/24 $700M invested in Dune Express (42-mile conveyor) & autonomous trucks to slash delivery costs from 70-80% to single digits. 7.4% dividend yield with potential 10% yield in 3 years. Attractive entry at mid-teen EV/FCF with sustainable FCF at mid-cycle $25/ton.
Read full article (2 min)